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Master Data Management
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Knowledge Transfer Session 2
Monica Opris
DW Developer
Master Data Management
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Outline
1. Master Data Management (MDM)
2. Data Quality Services (DQS)
3. Master Data Services (MDS)
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2. DQS Overview
Data Issues:
-incomplete
-inconsistent
-inaccurate
-invalid
-duplication
DQS
-Knowledge base
-Domain
-Knowledge Discovery
-Cleansing
-Matching
-Reference Data
DQS Components
-DQS Server
a) DQS_MAIN
b) DQS_PROJECTS
c) DQS_STAGING_DATA
-DQS Client
Management UI
Cleansing Transform
Data Profiling
-SSIS Data Flow
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3 Master Data Services overview
Master Data Management
-centralised master lists for non-
transactional data
-master data = people, places,
concepts or things
-improves data quality
Master Data Services
-tools for implementing and
managing MDM solutions
-versioning, transactions,
business rules, import/export
MDS components
-MDS database
-Configuration Manager
-Master Data Manager
-Web Service
-MDSModelDeploy.exe
-Excel Add In
MDS Objects
-Models - databases
-Entities - tables
-Attributes - columns
-Hierarchies
-Members – rows of data
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Models are the highest level of data organization in Master Data Services. A model defines
the structure of data in your master data management solution. A model contains the
following objects:
• Entities
• Attributes and attribute groups
• Explicit and derived hierarchies
• Collections
Accounts – which should include entities such as balance sheet accounts, income
statement accounts, statistics and account type.
Customer – which could include entities such as gender, education, occupation and marital
status.
Geography – which could include entities such as postal codes, cities, counties, states,
provinces, regions, territories, countries and continents.
3.9 Master Data Services - Models
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In order to ensure the quality and accuracy of your master data these are the following
features that are available to you:
• Business rules – automatically update data, send email, start a business process or workflow
• Validation – business rule – data type content validations
• Versions – audit records, prevent form from making changes, lock down models
• Notifications – send email when biz rule fails or model version status changes
• Security
3.10 Master Data Services – Improving Data Quality
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• Importing Data
o Import data into Staging Tables and process the staged data as batch
– Stg_nameLeaf
– Stg_nameConsolidated
– Stg_nameRelationship
• Exporting Data
o Subscribe systems can view data through subscription views
• Deploying Models
o Package, XML format which contains a deployable model structure
– Tools: MDSModelDeploy, Model Deployment wizard, Model Package Editor
3.11 Master Data Services – Moving Data
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Resources
• MSDN, Master Data Services - http://msdn.microsoft.com/en-us/sqlserver/ff943581
• Channel 9, Master Data Services - http://channel9.msdn.com/Tags/master+data+services
• SQL Chick’s Blog - http://www.sqlchick.com/entries/2011/4/24/resources-for-learning-
master-data-services.html
• Amazon, Master Data Services in SQL 2012 - http://www.amazon.com/Microsoft-Server-
2012-Master-Services/dp/0071797858/ref=sr_1_1?ie=UTF8&qid=1355543695&sr=8-
1&keywords=Book+Microsoft+SQL+Server+2012+Master+Data+Services:
• TechNet, Master Data Services - http://technet.microsoft.com/en-
us/sqlserver/hh709036.aspx
MDM – the concept has been around probably for more than 20 years but the idea and the tools have been implemented only in the last years by IMB, Oracle and Microsoft.. If we are talking only about the bigger ones. MDM can be viewed as a set of processes and technologies that are used to create and maintain an unified view of data that is then shared across systems. Everything would be easy if the data would not change all the time but this is not possible in the real world. The client name can change, his address can change and so on.
is the high-value, core information used to support critical business processes across the enterprise. A single repository for data that can be shared between multiple applications.
DQS – a set of tools and services that allow us to improve data quality though suggestions, it doesn’t change source data. is a knowledge-driven data quality product which helps you to perform a variety of critical data quality tasks, including correction, enrichment, standardization, and de-duplication of your data.
MDS - is the SQL Server solution for master data management, central repository for data, rule-based which can work with DQS. A central hub that ensures the integrity and consistency of data is constant across different applications
The idea of MDM can be easily described by five core functions: content, relationship, security access, change management and processing
https://www.youtube.com/watch?v=cOSBdqA8F8w
Completeness. Is all information present?
Conformity. Is all data in the correct format?
Consistency. Do values represent the same meaning?
Accuracy. Do data objects represent their real-world values?
Duplication. Are there multiple copies of the same data?
DQS – a set of tools and services that allow us to improve data quality though suggestions, it doesn’t change source data. is a knowledge-driven data quality product which helps you to perform a variety of critical data quality tasks, including correction, enrichment, standardization, and de-duplication of your data.
Instances or sets of invalid data impacting business processes?
Wish your business users could manage the data themselves?
IT resourced fixing data and/or managing hierarchy definitions for user?
Systems which could benefit from a single view or domain data?
Master Data Services includes the following components and tools:
Master Data Services Configuration Manager, a tool you use to create and configure Master Data Services databases and web applications.
Master Data Manager, a web application you use to perform administrative tasks (like creating a model or business rule), and that users access to update data.
MDSModelDeploy.exe, a tool you use to create packages of your model objects and data so you can deploy them to other environments.
Master Data Services web service, which developers can use to extend or develop custom solutions for Master Data Services.
Master Data Services Add-in for Excel, which you use to manage data and create new entities and attributes.
MDS is not just “plug and play”, will require re-architecting entire enterprise
We will get familiar with all the components, architecture and the objects because creating a master data management is a lot like creating a database in a sense but in the database world we have tables and it's all kind of flat and relational
where in the master data services wold it's more hierarchical with a lot of new terms like models
entities, attributes, members, collections and hierarchies
MDS helps remove duplicated data
Master data management it's a front end web application for managing everything from the structure for administrators to the actual models
themselves as data stewards and business analysts will use to create and maintain these lists
so some of the problems that we see without master data management
- data duplication, incompleteness, inaccurate, invalid data and all of those thinks that are the result of not having a single
centralised transactional version based system over the top of this data
this will help SSIS developers because they won't have to create processes that are constantly sink the data if it's coming from multiple sources
and scrub the data if it's coming from multiple sources, will help developers and designers who rather than spend a lot of time writing defensive code
and complex constraints to deal with this stuff they can focus their energy elsewhere