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Microsoft master data services mds overview
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Master data management (MDM) is a technology discipline in which business and IT work together to ensure the uniformity, accuracy, stewardship, semantic consistency and accountability of the enterprise's official shared master data assets. Master data management tools can be used to support master data management by removing duplicates, standardizing data (mass maintaining), and incorporating rules to eliminate incorrect data from entering the system in order to create an authoritative source of master data. Microsoft Master Data Services (MDS) is the SQL Server solution for master data management. Master data management (MDM) describes the efforts made by an organization to discover and define non-transactional lists of data, with the goal of compiling maintainable master lists. An MDM project generally includes an evaluation and restructuring of internal business processes along with the implementation of MDM technology. The result of a successful MDM solution is reliable, centralized data that can be analyzed, resulting in better business decisions. Other Master Data Services features include hierarchies, granular security, transactions, data versioning, and business rules. Master Data Services includes the following components and tools: - Master Data Services Configuration Manager, a tool you use to create and configure Master Data Services databases and web applications. - Master Data Manager, a web application you use to perform administrative tasks (like creating a model or business rule), and that users access to update data. - MDSModelDeploy.exe, a tool you use to create packages of your model objects and data so you can deploy them to other environments. - Master Data Services web service, which developers can use to extend or develop custom solutions for Master Data Services.
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Microsoft master data services mds overview
- Introduction & Overview
- Mission Critical Platform CloudServer & Datacenter Empowered IT Pervasive Insight Dynamic Development Desktop & Mobile Information Platform Vision
- Definitions • Master Data – Slowly changing reference data shared across systems • Master Data Management – 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 • Customers • Vendors • Sales people • Employees • Partners • Patients Things • Products • Organizational units • Recipes • Parts • Storage bins • Documents Places • Stores • Wells • Power lines • Geo areas • Warehouses Abstract • Contracts • Warranties • Time • Metrics • Securities
- No single, trusted source of the truth No dimension maintenance capability Conflicting views of product, customer location, etc No system to maintain attributes Multiple stakeholders for the same record Inability to enforce data stewardship processes Inconsistencies cost – mistakes, incorrect reports, etc. Master Data Challenges
- ERP - USA ERP - Europe Warehouse or analytic app Operational MDM – Difficulty coordinating multiple systems Analytic MDM – Difficulty managing dimensions • Which is the real XYZ Corp? • Resolve XYZ Corp’s address • Does product xrb019 = fft019? • Add 15 attributes to product xrb019 • Information workers can’t edit dimensions Analytic And Operational MDM SQL Server MDS – solving for both
- Align to a single authoritative source Master Data Hub Master Data Platform Integrate Information with people and systems Stewardship Portal Stewardship Process
- Master Data Platform Master Data Hub Stewardship Portal Stewardship Process Master Data Hub Hierarchy and attribute management Versioning Transaction logging Data quality and cleansing Stewardship Portal Master data maintenance Modeling Model documentation Import and export Stewardship Process Workflow Notifications Business rules Validation Master Data Platform API support for all operations Any domain Model deployment Security Capabilities
- Aligning Systems With MDS MDM HubMatching Versioning Workflow Role-based Security Hierarchy Mgmt Boeing Master Data Stewardship Business Rules Purchasing DB Asset MgmtHR Doc Boeing Boeing Inc Boeing (Renton) Aut_Boeing Boein’
- MDM Challenges Where is the real Boeing? Purchasing DB Asset MgmtHR Doc Boeing Boeing Inc Boeing (Renton) Aut_Boeing Boein’
- MDM Scenarios MDM Boeing Merge/Match Versioning Workflow Approval Role Security Hierarchy Mgmt Master Data Stewardship Purchasing DB Asset MgmtHR Doc Boeing Boeing Inc Boeing (Renton) Aut_Boeing Boein’
- • An authoritative source • Central storage and services – SQL Server database – WCF API • May serve as system of entry, system of record, or both • Any Domain • Features to support stewardship and integration Hub
- Versioning – Defaults – Validations – Actions Versioning Transactions – Data changes – Annotations Optimistic member creation Data quality rules Hub Capabilities
- VS Integration Model Definition – APIs for pre-built content – Model definition and data Any domain Model deployment – Beyond canned domains – Support unique requirements APIs for custom interfaces – Domain specific UIs – Application integrations Platform
- Stewardship Portal • Master data management • Model management • Model documentation
- Change notification Bulk extract Notification Approval request MDS Master Data Services Layer Stewardship Portal Create or change Data Warehouse Master Data DB Layer Example Stewardship Process SharePoint ERP
- Case Study: Major Regional Bank Challenge: Cumbersome business process to manage cost centers and accounts impacting > 10 systems • Excel-based maintenance • Point-to-point update flows • Process based in e-mail • Expensive and prone to error Solution: • Single point of maintenance (+EDM) • Process changed to central management from point-to-point • Feeds built from MDM to subscribing systems Results: • Consistent dimensions across systems • 30 person days effort reduced to 2 • Staff reduced from 5 to 3
- MDS Logical Architecture Win32 API .NET Framework 3.5 Data Access Business Logic Business Entities Translators (Business Entities ↔ Data Contracts) Data Contracts Service and Message Contracts Service Adapter HTTPServer Logging& Tracing Security WCF Service Implementation Public WCF Endpoint Win32 API .NET Framework 3.5 Configuration Manager Configuration Logic Configuration Library PowerShell cmdlets Stewardship UI Master Pages Common Controls Code Behinds ServiceMgmt SharePoint Server LOBi Shim Legend External Infrastructure Infrastructure Business Logic API UI SQL Server 2008 R2 SprocsUDFs SQL CLR Subscription Views Staging Tables SQLMail Notifications Service Broker Master data Model metadata Security data Audit history
- © 2014 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.