1. Bought to you by

2. Master Data Services in SQL Server 2012
(An Introduction)

3. Presentation Outline Microsoft Business Intelligence (The Stack)
What is Master Data?
What is Master Data Management?
Do you have these issues?
SQL Server Master Data Services (MDS)
MDS - Key Capabilities
Data Steward
MDS – Models, Improving Data Quality, Moving Data, Web Service
Demo
Summary
Resources

4. Microsoft Business Intelligence
SharePoint
Collaboration
Excel
Workbooks
PowerPivot Applications
Dashboards & Scorecards
Analysis
Services
Reporting
Integration
Master Data
Data Quality
Services
OData
Feeds
Line of Business Applications
Hadoop Big Data

5. What is Master Data?
“Master Data is data that is at the core of an organization and used across multiple systems, applications, and/or processes…”
Requires;
Centralized curated activities and maintenance
Data Quality Management
Easy access for business users (not only IT)
Effective collaboration and sharing
Master Data contains different attributes for distinct usage (marketing, finance, operations, business groups…)

6. What is Master Data Management?
“Are sets of processes, governance, policies, standards and tools that defines and manage Master Data…”

7. Why is Master Data Management Important?
Reduces, eliminate duplicate data entry and maintenance
Improve compliance, reporting, profitability, decision making and data quality
Enables data stewards to manage critical business data
Provide a single view of critical information funnels

8. Main Scenarios Data Warehouse / Data Marts Mgmt Data Solutions
Operational Data
Management
Provides storage and management of the objects and metadata used as the application knowledge
Object mappings
Reference Data / managed object lists
Metadata management / data dictionary
Enable business users to manage the dimensions and hierarchies of DW / Data Marts
BI scenarios
Central data records mgmt and consumption sourced by other operational systems
A company has adopted 6 “best of breed” systems from different vendors. They need to be able to propagate the correct customer information to each system in a consistent way.
MDS provides a platform for central schema, integration points and validation for SI/ISV/Internal IT to develop a custom solution

9. Why is Master Data Management Important?

10. Do you have these issues?
Instances or sets of invalid data impacting business processes?
Wish your business users could manage the data themselves?
IT resources fixing data and/or managing hierarchy definitions for users?
Systems which could benefit from a single source view of domain data?
SQL Server Master Data Services can help you!

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

12. MDS Architecture

13. What type of Data are we taking about?
People
Things
Places
Abstract
Customers
Products
Locations
Accounts
Vendors
Business Units
Stores
Warranties
Employees
Bill of Materials
Power Lines
Time
Partners
Parts
Geographic Areas
Metrics
Patients
Equipment
Warehouses
Contracts

14. SQL Server Master Data Services (MDS)
SQL Server Master Data Services provides a central data hub that ensures the integrity of information and consistency of data is constant across different applications. Enables cleansing, matching, standardizing and enriching data.
New in SQL Server 2012;
Redesigned web interface to add, delete, and move members quickly.
Excel front-end (MDS add-in) allowing business users to autonomously add and edit data in the underlying systems on their own.
Improved performance, security, robustness, and scalability.
Integrated with Data Quality Services (DQS) to do data matching before loading.
Installation part of SQL Server.

15. Master Data Services – Key Capabilities
Create Master Data By Standardizing Data Definitions For Key Business Entities
Collect and maintain accurate and complete master data to ensure standardized data definitions of key business entities across all of your IT assets.
Manage data consistency across different environments.
(Oracle, Microsoft SQL Azure, HP, and IBM)
Manage the superset of all data attributes across all systems.
Create explicit hierarchies based on traditional parent-child relationships.
Produce derived hierarchies from pre-existing data relationships found within master data models.

16. Master Data Services – Key Capabilities
Create a Master Data Hub for Your Enterprise
Implement a master data management hub to manage the master data that is stored in the database and keep it synchronized with the transactional systems that use the master data.
Effectively track all known attributes across the enterprise.
Create versions for each model at different time intervals.
Commit versions of master data only after business rules have been met.

17. Master Data Services – Key Capabilities
Empower Business Users to Manage Data Governance
Trust the experience of business-knowledgeable users, so organizations can improve master data maintenance and avoid the delays and mistakes that occur when non-business specialists manage and maintain data.
End users can directly manage the underlying database and data warehouse dimensions and hierarchies using Excel.
Free IT responsibilities so they can focus on the oversight of the overall data warehouse.

18. Data Steward
Key role - Is usually a Business User and not from the Information Technology side
Nutshell: Responsible for maintaining data elements in a metadata registry…
Data Steward -> MDS Client (Web based and Excel add-in)
Create and edit Models, Hierarchies, Business Rules…
Run, process and validate data continually, iteratively, improving…
Maintain high level of data quality
Create & Edit
MDS/DQS
Data Steward
Matching
Cleansing
MDS/DQS
Data Steward
DQS
SSIS Developer

19. Master Data Services - Type of Users
Business users – Data stewards - Functional area
Administrators - Administrative area

20. Master Data Services – Models
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 could 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.

21. Master Data Services – Improving Data Quality
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 , start a business process or workflow)
Validation
(Business rule – Data type content validations)
Versions
(Audit records, prevent from making changes, lock down models)
Notifications
(Send when biz rule fails or model version status changes)
Security

22. Master Data Services – Moving Data
Importing Data
Import data into Staging Tables and process the staged data as batch
stg_nameLeaf
stg_nameConsolidated
stg_nameRelationship
Exporting Data
Subscribe systems can view data through subscription views
Deploying Models
Package, XML format which contains a deployable model structure
Tools: MDSModelDeploy, Model Deployment wizard, Model Package Editor

23. Master Data Services – Extending with Web Services
Master Data Manager Web Service
WCF service that enables you to control MDS programmatically
Custom Workflows
A custom workflow calls code that you write, which can take whatever action you require to process the workflow.
Developer’s Guide (Master Data Services)

24. Demo
Master Data Services

25. Enterprise Information Management (EIM)
The EIM Stack as a whole is the ‘Master Data Management’ solution from Microsoft and consist of the following:
SQL Server Data Quality Services (DQS) - Capture and record knowledge, rules, and actions
SQL Server Master Data Services (MDS) - Master Data Management repository, Dimension data
SQL Server Integration Services (SSIS) – Moves data, integration
Enterprise Information Management (EMI)
‘Master Data Management’

26. Summary
Master Data Management issues are pervasive within organizations and will always exist.
SQL Server Master Data Services is built to be deployed rapidly, the intent is to make it accessible for all type of organizations and enable them to create solutions for themselves. An implementation can be successfully achieved by business users without any programming knowledge.

27. Resources SQL Server 2012 Master Data Services - http://bit.ly/16ei8w0
MSDN, Master Data Services -
TechNet, Master Data Services -
Channel 9, Master Data Services -
Master Data Services Team Blog -
James Serra’s Blog -
SQL Chick’s Blog -
Amazon, Microsoft SQL Server 2012 Master Data Services -

28. Questions?