Microsoft SQL Server 2012 Master Data Services

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Author: Mark Gschwind, DesignMind …

Author: Mark Gschwind, DesignMind
San Francisco, California

Master Data Services had a major upgrade in the SQL Server 2012 release. BI Consultant Mark Gschwind takes you through the new Excel interface, the new Silverlight look and feel, and integration improvements.

Knowing how to use this tool can be a valuable addition to your repertoire as a BI professional, allowing you to address data quality and other challenges.

Mark will show how to create a model, add columns and rows, manage security, and create hierarchies. He demos the new Excel interface and discuss how to allow you to manage master data yourself. He'll touch on how to integrate with a DW, migrating from Dev to Production.

You'll learn:

* How to let users manage dimensions and hierarchies for your DW
* How to create workflows to improve data quality in your DW
* Tips from real-life implementations to help you achieve a successful implementation

Mark Gschwind, Partner at DesignMind, is an expert on data warehousing, OLAP, and ERP migration. He has authored three enterprise data warehouses and over 80 OLAP cubes for 46 clients in a wide range of industries. Mark has certifications in SQL Server and Oracle Essbase.

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  • How many people are using MDS ? How many people are using something else for MDM ?Need to start w a little background…Then some tips from my experience and from the program managers at MSFT
  • In working w it in 2008 it was mostly integrating it w the DW, but since the summer I have been using Denali and now RC0
  • …most of us know what master data is, but stating some things about it will help frame our discussion about it.Because of its importance, it can be in the center of many business processes and hence must be effectively shared for both producing and consumingBut MDS becomes powerful when all these different groups bring their objects together and they can be cared for centrallyOnce an organization has this, it can be used in a number of scenarios
  • Once an organization has this, it can be used in a number of scenariosData WarehouseAllow users to change hierarchies without IT interventionEnhance data quality by showing users exceptions, creating managed workflowsData Management (Operational MDM)Central customer database, merging multiple regional dBsPush it to their downstream systems. Use MDS to store metadata information about existing systems, tables, columns, repositories …. their meanings
  • <could ask group if they see these issues>I certainly do
  • surprising to me, as I see data governance challenges as a major risk factor as well
  • Let’s talk about MDS’s capabilities for addressing these data quality challengesIn the center we have our data steward who uses the MDS web UI and Excel addin to continuously maintain data qualityModelling an enterprise’s master data objects is a capability brought to the data stewardship process, as well as…DQS – some integration, won’t be showing tonightData Quality Services is acquired from Zoomix in 2008MDS is acquired from Stratature in 2007
  • Now let’s talk about the underlying technologies supporting these capabilitiesA requirement for any MDM system these days is it has to be SOAP-enabled, to interact with ERPs like SAP and Oracle.The Windows Communication Foundation (or WCF), is an application programming interface (API) in the .NET Framework for building connected, service-oriented applications.The Excel addin communicates through WCF, the Web UI uses Silverlight 5 (new in 2012 and enhances the performance)BizTalk allows organizations to more easily connect disparate systems with over 25 multi-platform adapters and a robust messaging infrastructure.External systems can interact w MDS either through the WCF to the MDS service, or more directly with SQL tablesMention the database can be sql 2008 or sql 2012
  • Under System Administration->System->Deployment you can deploy structure onlyCreating a separate dev environment has been helpful for me and my team.
  • It is easy to use, and I recommend trying it out and playing with it.I think it will come in handy as you are implementing BI systems.


  • 1. Master Data Services inSQL Server 2012Mark GschwindVP, Business IntelligenceDesignMind
  • 2. Agenda What is Master Data? Why is it important? Overview of SQL 2012 MDS  Capabilities  Underlying Architecture Demo i) creating a model, ii) using the new Excel interface, iii) creating a hierarchy, iv) exposing MDS data to the DW, v) using business rules Case Study Tips on successful implementations
  • 3. About Mark Gschwind Vice President of Business Intelligence at DesignMind Business Intelligence speaker and author BI Consultant since 1995 BI implementations for over 46 clients  (DWs/Cubes/Reporting/Mining) Focus on delivering BI using an agile methodology MCP, certified in Oracle Essbase Used MDS since 2008 (EDM by Stratature)mgschwind@designmind.comfind me on
  • 4. DesignMind San Francisco Silicon Valley, Seattle DatabasesCustom Software Data Marts, Data Warehouses, Master Data Management, Reporting, Analytics, Dashboards, Mobile, ETL Business Intelligence Multi-Terabyte Data Warehouse Architecture & Implementation Systems Microsoft Certified Gold Partner SQL Server, SharePoint, .NET
  • 5. What is Master Data?  Central curation  Continuous quality management  Ease of access for business users (not just IT)  Effective sharing (producing and consuming) Master Data contains different attributes for different departments (marketing, finance, operations, business groups…)MDS enables users to curate Master Data. This capability can be powerful in a number of scenarios across an organization.
  • 6. Main Scenarios Data Data Warehouse/ Management Data Marts Mgmt Solutions Provides storage and Enable business users to management of the manage the dimensions objects and metadata and hierarchies of DW / used as the application Data Marts knowledge • Object mappings • BI scenarios • Reference Data / managed object lists The IT department has built a dataTable• containing information on mapping objects Metadata management / warehouse and reporting platform, butbetween data dictionary ETL processes are different systems. business users complain about thereferencing the table making transformation correctness of the dimensions and lack ofdecisions. agility in making updates.MDS enables business users to manage the MDS empowers the business users toobjects mapping manage dimensions themselves while IT can govern the changes
  • 7. Where is Master Data (in a DW)?
  • 8. Why Master Data Is Important
  • 9. Why Master Data Is Important
  • 10. Why Master Data Is Important
  • 11. MDS Capabilities Modeling Validation Authoring business rules Entities, Attributes, to ensure data Hierarchies correctness Master Data Data MatchingRole-based Security and Stewardship (DQS Integrated)Transaction Annotation Excel Add- Web UI In Versioning Enabling Integration & Sharing Loading batched Registering to Consuming data Workflow / data through changes through through Views Notifications Staging Tables APIs External Excel DWH (CRM, ..)
  • 12. MDS Architecture
  • 13. Business Rules Business Rules are expressions and actions that can govern the conduct of business processes Enable data governance by: -- Alerting users to data quality issues -- Creating simple workflows Have limitations, but can be extended to SharePoint
  • 14. Security Functional area permissions Model/Entity level permissions provide column- level security Hierarchy permissions allow row-level security Use AD groups, not individual users Only use Hierarchy permissions if row-level security is required
  • 15. Managing MDS Environments Use MDS Configuration Manager to create a Dev website and dB. Use web UI to deploy model structure only Use MDSModelDeploy.exe to deploy model+data: To package an existing model To deploy an existing package To deploy an update
  • 16. MDS Tips Start small and build incrementally Create and use a development environment Engage the business users and get them to own the process Use business rules, lots of simple ones
  • 17. Additional Resources
  • 18. Thank you. Mark