1. Mastering Master Data Services
Presented By:
Jeff Prom
BI Data Architect
Bridgepoint Education
MCTS - Business Intelligence, Admin, Developer

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4. Agenda What is Master Data Services? What is Master Data Management?
Installation & Configuration
MDS Modeling Concepts
Features & Functionality
Excel Add-in
Demo’s Throughout
Questions / Wrap up

5. Master Data Management
What Is?
Master Data Services
Master Data Management
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6. What is Master Data Services?
Microsoft's solution to Master Data Management
Traditionally MDM solutions have been expensive, complex, and focused on a single domain.
Domain = Group of related data in a focused area.
MDS is flexible and can be used with multiple domains. It is relatively inexpensive and easy to use.
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7. What is Master Data Management?
Master Data Management (MDM)
The management of non-transactional data.
Managing relationships between data groups.
Managing hierarchies within data groups.
Empower data stewards, not IT, to ensure data quality.
Provide an accurate source of data for other systems.
Data security.
Even though Master Data manages non-transactional data, it is almost always used within transactions.
Data Stewards help manage the data.
Technically savvy
Subject matter experts
A common example of poor MDM is the scenario of a bank at which a customer has taken out a mortgage and the bank begins to send mortgage solicitations to that customer, ignoring the fact that the person already has a mortgage account relationship with the bank. This happens because the customer information used by the marketing section within the bank lacks integration with the customer information used by the customer services section of the bank. Thus the two groups remain unaware that an existing customer is also considered a sales lead.
MDM does not manage numeric data. However, all transactions usually involve customer, products, etc.
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8. Why do I need MDM? One source of data High Data Quality
Reduce redundant data sources
Eliminate wasted time and effort managing multiple datasets of the same data
High Data Quality
Leverage Data Stewards
Data validation
Data is up to date and accurate
Quickly and easily manage data changes
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9. Integrating MDM with a Data Warehouse

10. Questions?
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11. Master Data Services
Let’s Dig In…
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12. MDS Background Version 1.0 in SQL Server 2008 R2
June, Microsoft acquires Atlanta based Stratature
Stratature +EDM product becomes MDS.
Many Stratature employees moved on to a company called Profisee which is also based in Atlanta.
Version 1.0 in SQL Server 2008 R2
Available in Enterprise & Business Intelligence Editions
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13. How do you use MDS? MDS User Interface Web Based Full functionality
Data Management
Excel Add in (New in SQL Server 2012)
Limited MDS functionality
Very useful when working with data
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14. MDS Data Flow
Add SSIS. Add multidirectional arrows and notes?
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15. Installation and Configuration
1. Install Prerequisites
PowerShell
IIS
.NET Framework
2. Create a new database
3. Web Configuration
Website & Web Application
Associate to the MDS database
Enable DQS Integration (optional)
Enables Matching Functionality
In the Master Data Services Add-in for Excel, matching functionality is provided by Data Quality Services (DQS). This functionality must be enabled to be used.
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16. Install & Configuration
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17. MDS Modeling Concepts Models (Database)
Highest level of organization. Containers of related entities.
Entities (Table)
Base containers for data.
Attributes (Columns)
Attributes that describe members.
Members (Records)
Records that populate the entities.
P. 56
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18. Models (Databases) Highest level of data organization
Models contain the following objects:
Entities
Attributes and attribute groups
Explicit and derived hierarchies
Collections
Hierarchies and collections can be used to group members for reporting or analysis. White = Model
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19. Entities (Tables) Contained in MDS models Groupings of similar data
Contains members
Typically one or more related entities per model
The dark blue are examples of entities.
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20. Attributes (Columns) & Attribute Groups
Attribute values describe the members of the entity.
Three types of attributes:
Free-form
Domain-based
File attributes
Attribute Groups
Organize attributes in an entity
Web App shows group name instead of many attributes
Easily set security on groups
Free-form: Allow free-form input for text, numbers, dates, or links.
Domain-based: An attribute with values that are populated by members from another entity. (a constrained list)
File attributes: Used to store files, documents, or images. File attributes are intended to help with the consistency of your data by requiring files to have a specific extension. File attributes cannot be guaranteed to prevent a malicious user from uploading a file of a different type.

21. Members (Records/Rows)
Members are the physical master data.
Three types of members:
Leaf (default)
Consolidated (Exist only when explicit hierarchies and collections are enabled for the entity)
Collection
Leaf members are the default members in an entity.
In derived hierarchies, leaf members are the only type of member. Leaf members from one entity are used as parents of leaf members from another entity.
In explicit hierarchies, leaf members are the lowest level and cannot have children.
Consolidated members exist only when explicit hierarchies and collections are enabled for the entity.
Derived hierarchies do not contain consolidated members.
In explicit hierarchies, consolidated members can be parents of other members within the hierarchy, or they can be children.
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22. Hierarchies Derived Explicit Recursive Derived with an Explicit Cap
Deprecated in 2016
Recursive
Derived with an Explicit Cap
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23. Excel Add-in New in SQL 2012. Updated in 2016 Office 2007 or higher
32-bit and 64-bit available
Good for working with 1million records or less
Has most functionality, except:
Business Rules
New Models
Hierarchies
(Unless using the 2016 Add-in)
MDS Excel Add-In for Office 2013:
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24. Using MDS – The Basics
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25. Collections Deprecated in 2016
Leaf and consolidated members from a single entity
A flat list of members
No hierarchy
Can contain other collections
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26. Business Rules If/Then statements that result in an action
Rules help ensure the quality and accuracy of the data
Possible actions:
Default Value
Change Value
Validation
External Action
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27. Staging
MDS
Good for working with over 1 million records or automated processes
At least one table is created per entity
Use the staging process to:
Create, update, deactivate, and delete leaf and consolidate members.
Update attribute values.
Designate relationships in explicit hierarchies.
Load data into the staging tables.
stg.name_Leaf
stg.name_Consolidated
stg.name_Relationship
Use stored procedures, or the MDS site, to load data from staging tables into MDS.
stg.udp_name_Leaf
stg.udp_name_Consolidated
stg.udp_name_Relationship
Yes, it actually generates custom stored procedures per entity which can be used.
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28. Publishing Data Create subscription Views in MDS
Regenerate the view if a model changes
Views work with:
Leaf members
Consolidated members
Collections
Hierarchies (Explicit and Derived)
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29. Versions & Flags
Versions allow you to create copies of the master data within a model.
Can be locked while you validate your data, and then committed after the data has been validated.
Use versions to:
Create an auditable record of your data as it changes over time.
Prevent changes while you ensure data validates against business rules.
Lock down a model for use by subscribing systems.
Test different hierarchies without implementing them right away.
Use flags to mark and identify versions, such as ‘Latest’.
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30. Security Broad range of security options
Able to specify security down to individual attributes.
Based on local or Active Directory users and groups.
(2014) Read-only, Update, Deny
(2016) Read, Create, Update, Delete, Deny, Admin, Clear
2014 and before. Only 1 Admin User (AD Group’s do not work)
@PromoteNonAdmin=1
2016 Allows more than 1 admin (Super User) & works with AD Groups
Use the Web App
You can actually make an AD group an admin but it won’t work properly or as expected.
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31. Notifications Configure to send email notifications when:
The status of a model version changes
When business rule validation fails
The status of a changeset changes
Configure mail in the MDS Configuration Tool
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32. Deployments Model Package Editor (ModelPackageEditor.exe)
Use to promote through Dev, QA, Prod
Model Deployment Wizard (Web App)
Model only
Copy data manually, use SSIS, or staging
MDSModelDeploy tool (MDSModelDeploy.exe)
Model & Data
Command prompt
Model Package Editor (ModelPackageEditor.exe)
Wizard tool to edit a model package
Subscription views need to be created manually

33. Change Tracking
Use change tracking groups to take action when an attribute value changes.
Use change tracking when you don’t know what the new value will be, but instead want to know if any change occurred.
To configure change tracking, you add an attribute to a change tracking group.
The group can contain one or many attributes.
Then, you create a business rule to define the action that is taken when any of the attributes in the group change.
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34. Transactions
A transaction is recorded each time action is taken on a member.
Transactions can be viewed by all users and reversed by administrators.
Transactions show the date, time, and user who took the action, along with other details.
Users can add an annotation to a transaction, to indicate why a transaction took place.
In the Explorer functional area, you can view and annotate (add comments to) the transactions that you made yourself.
In the Version Management functional area, administrators can view all transactions for all users for the models they have access to, and reverse any of these transactions.
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35. Annotations
Annotations are comments that you enter to provide details about transactions.
You can annotate a transaction to provide information about why an action was taken.
You must select a transaction to add a related annotation.
You cannot delete annotations.
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36. What’s New in 2016?

37. What’s New in 2016? Mostly HTML5 vs Silverlight Improved Performance
Improved Security
Transaction Log Maintenance
Improved Troubleshooting
Improved Manageability
Custom Indexes
Entity Sync Relationship
Member Revision History
Manage Business Rules (MDS Add-in for Excel)
Many-to-Many Relationships in Derived Hierarchies
Merge Conflicts

38. What’s New in 2016? Business Rules Extension Attribute Filters
Change Sets
Purge Soft Deleted Members
Change Set and Management
Edit Many-to-Many Relationships in Derived Hierarchies
View and Manage Revision History
Save or Open Query Files in MDS Add-in for Excel
Business Rule Management Experience Redesigned
Business Rule Management Functionality Removed from the MDS Add-in for Excel
Derived Hierarchy Management Experience Improved

39. Changesets New in 2016 Save pending changes to an entity as changesets
Submit the changeset to the entity admin for approval
The entity admin gets an notification that a changeset is waiting for approval
If approved, the changeset will be committed automatically
If rejected, the changeset is sent back to the owner
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40. Entity Sync
New in 2016
One-way and repeatable synchronization between entity versions
Enables you to share entity data between models
One model can be the ‘master’ source, and then reuse in other models
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41. Using MDS – Advanced
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42. Links Microsoft Installation Guide Microsoft MDS Forums
Microsoft MDS Overview
Microsoft Installation Guide
Microsoft MDS Blog
Microsoft MDS Forums
Microsoft Instructional Videos
MDS Excel Add-In for Office 2013:

43. MDS Books Free eBook with a chapter on MDS!

44. Thank You! Questions? Jeff Prom
Blog:
LinkedIn: