Master Data Services is bundled with SQL Server 2012 to help resolve many of the Master Data Management issues that companies are faced with when integrating data. In this session, James will show an overview of Master Data Services 2012, including the out of the box Web UI, the highly developed Excel Add-in, and how to get started with loading MDS with your data.

1. James Serra – Data Warehouse/BI/MDM Architect
JamesSerra3@gmail.com
JamesSerra.com

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3. Agenda
 Do you need Master Data Management (MDM)?
 Why Master Data Management?
 MDM Scenarios & MDM Hub Architecture Styles
 Why Microsoft Data Services (MDS)?
 MDS Benefits and Key Features
 MDS UI and MDS Add-in for Excel
 Why Profisee Master Data Maestro?
 Demo
 QA

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• Set of data objects that are at the center of business activities
(Customers, Products, Cost Centers, Locations, Assets, Tasks
…). Dimension data, NOT transactional data
• Single source for enterprise master and reference data
• Business-centric versus IT-centric
• Includes business process, people, AND data

6. • IT/business partner provides data stewardship and data
governance
• Reduces or eliminates duplicate data entry and
maintenance
• Improves compliance, reporting, profitability, decision
making and data quality
• Expand data management to data stewards responsible for
the data

7. People Things Places Abstract
Customers Products Locations Accounts
Vendors Business Units Stores Warranties
Sales People Bill of Materials Wells Time
Employees Parts Power Lines Metrics
Partners Storage Bins Geo Areas Securities
Patients Equipment Warehouses Contracts

8. Human typographical errors; incomplete information; spreadsheet data management
Mergers and consolidation; ERP implementations, consolidation or migration
Data Quality New purposes for old data; retire old applications such as mainframe applications
Single point of data maintenance; BI reporting
Tracking spends by customer
Compliance State and federal mandates
Different types of customer accounts
Accurate view of data by implementing MDM and DQ
Improve Efficiency Single point of data maintenance
Cross sell and upsell
Retain Customers Single view of customer spend, channels, cross sell and upsell
Merging chart of accounts; consolidate financial reporting
M&A Single view of product
Single view of customers
Bill-to and ship-to addresses and contacts
Improve Decisions Pricing levels based on spend
Relationships between buying customers (parent)
Cross reference of same customers across multiple systems
Cross Reference Survivorship of best consolidated data across multiple systems
Single view of anything that has attributes that can be matched
Golden Records Cleanup of source systems with business rules and golden records pushed back

9. Golden Record
Matching

10. MDM Scenarios
Operational Data Data Warehouse Data Solutions
Management Management (Analytical)
Central data records Enable business users to Provides storage and
management and manage the dimensions management of the
consumption sourced by and hierarchies of DW / objects and metadata
other operational systems Data Marts used as the application
knowledge
• Object mappings
Example: Business users • Reference Data
A company has adopted 6 new utilize a data warehouse for • Metadata management
systems from a merger. The reporting, but complain
company needs the ability to about the accuracy of the Example: Table A houses
propagate the correct
dimensions and lack of mapping data between two
customer information to each
agility for updates. systems, and is also utilized
system in a consistent fashion.
MDS provides a platform for MDS empowers the by ETL processes for data
central schema, integration business users to manage transformation decisions.
points and validation for dimensions themselves MDS enables business
Internal IT to develop a while IT can govern the users to manage the object
custom solution changes mapping

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• Part of SQL Server 2008 R2 (Enterprise+) and SQL Server
2012 (BI+)
• Fraction of the cost of competing MDM products from
Oracle, SAP, Informatica and other niche vendors
• Superior hierarchy management with full audit of changes
• Strong business rules managed by business people
• Single security model
• SOA and web services layer, work flow, and versioning
• Short implementation times with big business impact

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SSIS package that calls
MDS stored procedures:

19. ► The model is the most fundamental object in a MDS solution
► Models are the containers that encapsulate all other MDS objects (i.e. entities, hierarchies, collections, and business rules)
Creating/Updating Models
Creating/Updating Attributes
Creating/Updating Entities

20. Business Users
Technical Users

21. • Utilizing the Web or Excel Add-in with MDS allows business and technical users the ability to utilize
whichever environment they feel most comfortable with
• The Excel Add-in for MDS allows users all the same abilities with MDS that the Web UI offers
• Users can update and view MDS data, as well as modify or create MDS objects such as Models or Entities
• A major benefit of the Excel Add-in is the ability to quickly bulk load data into MDS
• The Excel Add-in provides users the ability to use Data Quality Services to clean data before it moves into
MDS

22. Validation
Authoring business rules
Modeling to ensure data correctness
Entities, Attributes, Hierarchies
MDS
Excel Add-In Web UI Data Matching
Role-based Security and Master Data
Stewardship (DQS Integrated)
Transaction Annotation
Versioning
Enabling Integration & Sharing
Loading batched Registering to Consuming data
Workflow /
data through changes through through Subscription
Notifications
Staging Tables APIs Views
External
Excel DWH (CRM, ..)

24. • Process by which you manage the quality, consistency,
usability, security, and availability of the organization’s data
• If bad data in source:
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Data Stewards Data Owner
Data User Statuses
Statuses Statuses
▪ New ▪ New ▪ New
▪ In Review ▪ In Review ▪ In Review
▪ Confirmed ▪ Confirmed ▪ Confirmed
▪ Reject ▪ Rejected ▪ Rejected
▪ Pending Data ▪ Pending Data Owner
Steward Approval Review

25. Why Profisee Master Data Maestro?
• Original developers of MDS as Stratature
• Took over Microsoft roadmap of MDS
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28. Master Data Services
James Serra
JamesSerra3@gmail.com
JamesSerra.com

29. • http://bit.ly/QW6kpQ
• http://bit.ly/QW6m0X
• http://bit.ly/QW6n4Z
• http://bit.ly/QW6rlj
• http://bit.ly/XMywtR
• http://blogs.msdn.com/b/mds/
• http://msdn.microsoft.com/en-us/library/ee633763(v=sql.110).aspx
• http://social.msdn.microsoft.com/Forums/en-US/sqlmds/threads
• http://amzn.to/UtVHaN
• http://bit.ly/Ynl6Et