Introduccion a SQL Server Master Data Services

Dr. Eduardo Castro, MBA
ecastro@grupoasesor.net

http://ComunidadWindows.org

Investment Strategy

Improve
Empower Your Enable IT
Organizational
People Efficiency
Effectiveness

Self-Service Collaborative Trusted,
access & across your scalable &
insight value chain secure

Familiar IT
Alignment,
interface & Management
Accountability
tools you own &
& Ownership
today Interoperability

Low Total Cost of Ownership

Leverage your existing Infrastructure

Session Objective(s):
What is MDM?
Discuss Analytical MDM drivers
Understand BI/MDM process & data flow

Value proposition for MDM
How Microsoft MDM enables BI
MDM integration with SQL, IS, AS

Analytic
•My sales reports are wrong
•Analysts can’t maintain dimensions
•Marketing can’t analyze by patch area

ERP - USA Data Warehouse or
Analytic App
Operational
•Europe keeps changing the color
•New products never include the
French product name
•I can’t pick the right Boeing

•Difficulty coordinating multiple systems – Operational MDM
•Difficulty managing dimensions – Analytic MDM
ERP - Europe
•Or both – Enterprise MDM

8

MD – Slowly changing reference data shared across
systems

MDM – An application for creating and maintaining an
authoritative view of master data including policies and
procedures for access, update, modification, viewing
between systems across the enterprise

PEOPLE THINGS PLACES ABSTRACT

• Customers • Products • Stores • Contracts
• Vendors • Organizational • Wells • Warrantees
• Sales people units • Power lines • Time
• Employees • Recipes • Geographical • Metrics
• Parts areas
• Partners
• Storage bins
• Patients
• Documents

Is this a real problem?
Tiger Brands has 23 different business units,
each using a different customer tracking
system

Microsoft had 9 “Boeing” top parent records
with 5907 different “Boeing” companies not
linked to any top parent records.

Compass Bank reduced the cost center
maintenance effort from 30 person days a
month to 2 by implementing a central
management process and system

Where is the real Boeing?

Boeing
Boeing Boeing Inc Aut_Boeing Boein’
(Renton)

HR Doc Purchasing
Asset Mgmt
DB

Boeing

MDM
Merge/Match Role Security
Master Data
Stewardship

Versioning Hierarchy Mgmt
Workflow Approval

Boeing
Boeing Boeing Inc Aut_Boeing Boein’
(Renton)

HR Doc Purchasing
Asset Mgmt
DB

Operational Analytic
•Any domain hub
•Stewardship portal
•Attribute association •Hierarchy Management
•Async Notifications •Business rules •App-specific dimension builds
•App-specific integration •Workflow •Versioning
•Federation •Email Notifications
•Granular security
Bulk
•Model metadata oriented -
•Data quality tools SSIS
Message •Transaction logging
oriented -
BTS
•Deployment tools
•Packaged content Office
Integration

Control “homeless”
SAP
Integration data

15

Customer Product
•Any domain hub
•Stewardship portal Specific
Consistent •Attribute association Matching
Schema •Business rules Algorithms
•Workflow
•Email Notifications Industry
•Granular security standards
External •Data quality tools
Services •Transaction logging
•Deployment tools Complex data
•Packaged content model
•Model metadata
Federation
Diverse
Scenarios
High data
volume

16

New Features
•3 Tier UI
•Admin UI
•LOBI
•Metadata
•Model Deployment
•Powershell
•Services API

Improvements Completed Product Adjustments
•Accessibility SQL •Setup & Install
•DB Schema Perf.
•Infragistics
Imp. •Configuration Manager
•UI Updates
•Internationalization •Business Rules
•Multi-Tenancy •Authentication
•Security Config •Model Deployment
•Setup •World Readiness
•SharePoint Int.
Office •Services API
•UI Renovation
•Security
•ULS for MDM Features & •Documentation
•Windows Auth Improvements •MetaData Explorer
•Workflow
Stratature Features •Performance
•Entity & Hierarchy Management •Schema, Business Rule,
•Version Management Granular Security, Testing
•Transaction History/Compliance •Stress & Long Haul
•Role-based, Granular Security •LOBi
•Multi/any-Domain Models Stratature Base •Async Export *
•Central system of record •Matching *
•Business Rules
•Notifications
•Bulk SQL Interfaces
17

Master Data
•Ubiquitous
•Decays 5 to 15% Master Data
•Reconciliation required

Fact Data
•Relatively Static 85 – 95% Fact or Transaction
•Single Source Data

Master Data is Alive
Needs Constant Management to Remain Valid
Decay Corruption Conflict
Data decays as the world changes Data is corrupted as people and M&A and external relationships
around it processes touch it

• Deaths • Web Forms • Inter- and Intra-company
• Mergers • Mobile Forms • External Mandates (Wal-
• Marriages • Call Center Mart / RFID)
• Divorce • Data Maintenance • Multi-source Systems
• Bankruptcy • Data Input • Federation
• Births • Internal Processing • Cross geography issues
• Legislation (reporting, rules)
• Data Silos

Problems multiply with scale and complexity
• Number of geographies / governments
• Number of entities / customers / products
• Number of applications

Good BI = Good Facts + Good Dimensions
Dimensions define the structure for analysis
Products
Customers
Centers – Revenue and Cost
Chart of Accounts
Fiscal Period
Hierarchies support consolidation and drill-
down along dimensions
Good facts + bad dimensions = Bad BI

International and domestic accounting
standards and legislation are demanding more
visibility, transparency and audit ability of
systems
Can you track changes in dimensions?
Do you know who made the changes?
Do you know when changes occurred?
Can you produce a dimension from Q2 last year?
Most analytics tools use a single administrator
Few if any have version control

Customers often believe they can have a single homogenous DW or
ERP that provides all data with all dimensional categories needed for
analysis. Frank conversations usually reveal that this is not realistic

The most important Master Data is often
“homeless”

How do you map multiple customer IDs into
one recognized relationship?
Your ERP has a product group but how do you
reflect other important product attributes and
hierarchies?
How do you exclude the effect of acquisitions?
How do you merge multiple chart of accounts
into a common structure?
How can you analyze customers by market?

Data Stewardship Support Data Browsing and Editing Change Management
• Application Integration • Hierarchy Management • Versioning
• User transparency • Entity Management • Histories
• Approval and Notification • Role based and Context sensitive • Slowly Changing Dimensions
• Manual Data Conflict Resolution browsing • Slowly Changing Hierarchies
and Reconciliation • Ubiquitous integration
• Data Steward Console • Arbitrarily defined views

Data Rules Engine Security Master Data
• Customizable • Context Sensitive Entity Views Synchronization
• Pre-configurable • Value and Role Based Security • Write-back
• Extensible • Security based on Metadata and • Real time updates
• Integrated with workflow attributes • Automatic Data Conflict
• Factors in authoritativeness • Transaction logging and rollback Resolution and Reconciliation
• Bulk Import/Export into hub

Master Data Metadata High Speed Merge/Match Enterprise integration
• Entity tagging Engine • Thin client capable
• Entity prioritization • Ad-hoc real-time lookups • Office thick client available
• Lineage • Bulk capabilities • SharePoint integration
• Impact Analysis • Third party data integration • Easier on-boarding
• Referential Tracking • Diff/Update capable • Third party application
• Descriptions, Usages, Custom • Cross mode results compatible integration
• Federated aggregation

Process agnostic central repository for
master data that is highly available to
organization

Allows us to build multiple dimensions from
complete representation of the master data
from department or organization
Web based UI and security model enables
users to have very limited update permissions
without providing access to sensitive data.
Server based data provides organization with
access to master data 24/7

AS is great at BI analytics
Cross dimension analysis
Slicing, dicing, aggregations
Usually requires a cube context

AS not good at managing change
Core engine not optimized for edits
Write-back possible, but difficult to audit,
manage & surface
No workflow, notifications, business rules,
auditing, stewardship UI, fuzzy matching

MDS provides the ability to manage hierarchies, using
explicitly (arbitrary) relationships or derived from data

Provide attributes and attribute groups at parent and
child nodes

Slowly changing dimension semantics

Allows for the automatic and accurate creation of
hierarchy paths based on attribute relationships

Enforces the structure and security of the hierarchy by
preventing inaccurate relationship assignments
This provides business intelligence users with a wide
array of possible dimensions

Benefits
Manage multiple versions without cluttering
individual BI application ie AS, PPS , TM1,
Cognos Planning
Version flag
Support effective dates
Analysis Services
Permit multiple snapshots of dimensions
Used for VSCD (very slowly changing dims)
Customer2007, Customer 2008, Customer

Benefits
We provide robust business rule engine and
workflow to maintain data quality for
dimensions.
Transaction Management & Auditing
Analysis Services
Clean up the data presented to the business
Flag problems in records
Automatically categorize entities

SQL Server Analysis Services
SQL Server Integration Services
Excel & SQL Server Reporting Services
Planning Applications
LOBI/BDC Integration

Traditional BI
AS &
SSIS loads warehouse Source SSIS DW
MDS
AS loaded from WH
MDS from WH Dimensions

Mastered BI
SSIS loads MDS
WH Dimensions loaded from MDS
AS loaded from WH
Source SSIS MDS WH AS

Central management of dimensions
Product, Cost Center, Chart of Accounts, Customer,
others….

Audit-ability / Trace-ability
Tracking of changes by user, time and other change
details

Version control
Preservation of past dimension versions and
comparison highlights among versions
Promotion of new versions to subscribing systems and
notification of version changes to users

Integration with OLAP, ERP and data warehouse

Ing. Eduardo Castro, PhD
ecastro@grupoasesor.net

Introduccion a SQL Server Master Data Services

Introduccion a SQL Server Master Data Services

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