Microsoft SQL Server provides Master Data Service as Master Data Management system.

1. SQL Server 2019
Master Data Service
Kenichiro Nakamura

2. Before starting the session…
Big thanks to Peter Myers for great content.
Check out his great contents if you are interested in data.
https://www.youtube.com/results?search_query=
peter+myers+data

3. Key Takeaways
After taking the session, you can
- explain what’s Master Data Management
- explain what’s Master Data Service of SQL Server 2019
- install, configure and start using MDS for your projects
This session doesn’t cover followings
- Programming to consume master data
- HA/DR/Performance related information
- Migration from prior versions
- Integration Scenario from other system

4. Agenda
- Overview
- MDS Components
- MDS Model Development
- MDS Management
- MDS Integration
- MDS Administration

5. Overview

6. What’s Master Data Management
In business, master data management (MDM) is a method used to
define and manage the critical data of an organization to provide, with
data integration, a single point of reference. The data that is mastered
may include reference data - the set of permissible values, and the
analytical data that supports decision making.
https://en.wikipedia.org/wiki/Master_data_management

7. What are the challenges to solve?
• Master data in many different systems
• Different versions of data co-exists
• Duplicate data in one or many system across the organization
• Different business rules and validation for same type of data
Inaccurate reporting causes bad decision making via BI

8. SQL Server Services
Database Engine - Hosting Database
SSAS - Analysis Service
SSIS - Extract, Transform and Load
SSRS - Reporting Engine
ML Services - Machine Learning Services for R and Python
DQS - Data Quality Management
MDS - Master Data Management
https://docs.microsoft.com/en-us/sql/sql-server/sql-server-technical-documentation?view=sql-server-ver15

9. History
• Since SQL Server 2008 R2
• Improve features in SQL 2012
• Not much change in SQL 2014
• What’s new in SQL 2016
• What’s new in SQL 2017
• SQL Server 2019 - No Silverlight
10+ years product

10. MDS Components

11. Master Data Manager
Excel Add-in MDS Repository
MDS Architecture
Browser
Notification
Other system
DQS

12. Master Data Service Repository
• SQL Server to host MDS repository
• Enterprise Edition/Developer Edition (please check latest info after GA)
• Single Database
• MDS system objects
• User define objects
https://docs.microsoft.com/en-us/sql/master-data-services/install-
windows/create-a-master-data-services-database?view=sql-server-ver15

13. Master Data Manager (Web App)
• ASP.NET Web Application (no Silverlight since SQL 2019)
• IIS required
• Explorer
• System Administration
• Integration Management
• Version Management
• Excel Add-in
• User/Group management
https://docs.microsoft.com/en-us/sql/master-data-
services/install-windows/create-a-master-data-manager-web-
application-master-data-services?view=sql-server-ver15

14. Master Data Manager Excel Add-in
• Master data CRUD operation
• Create master list
• Apply Business Rules
• Batch operation
• Offline
• Support connecting to multiple MDS
• Conflict resolution
• Work with DQS
https://docs.microsoft.com/en-us/sql/master-data-services/microsoft-excel-add-
in/overview-exporting-data-to-excel-mds-add-in-for-excel?view=sql-server-ver15

15. Database Mail Profile
• SQL Server Database Mail Profile
• SMTP server required
https://docs.microsoft.com/en-us/sql/master-data-services/create-database-
mail-profile-and-account-dialog-box?view=sql-server-ver15

16. Master Data Services Configuration Manage
• MDS Repository Configuration
• Web Configuration
• DQS Integration

17. MDS Model Development

18. MDS Development
• MDS objects
• Models
• Entities
• Attributes/Attribute Groups
• Indexes
• Relationship, etc.
• Creating Business Rules
• Changeset
• Manipulate data

19. Developing Models
• A model has entities (tables)
• An entity has attributes (fields)
• Transaction Log type
• Member – Change logs as history
• None – No change logging
• Compression
• Approval
• Code and name required attributes
• Code : Unique value
• Name : Description of the member
Model
Entities
Attributes
https://docs.microsoft.com/en-us/sql/master-data-
services/models-master-data-services?view=sql-server-ver15
https://docs.microsoft.com/en-us/sql/master-data-
services/entities-master-data-services?view=sql-server-ver15

20. Attribute
• Free-form
• Text, Numbers, Dates or Links
• File
• File, document, images
• Domain Based Attribute
• Specific set of values (Lookup)
• Filter for hierarchy
https://docs.microsoft.com/en-us/sql/master-data-
services/attributes-master-data-services?view=sql-server-ver15

21. Indexes
• Auto index creation for Code attribute
• Unique Index
• Non-unique indexes
• Non-clustered Index at SQL level
https://docs.microsoft.com/en-us/sql/master-data-
services/custom-index-master-data-services?view=sql-server-ver15

22. Hierarchy
• Explicit Hierarchies (Same Entity)
• Mandatory Explicit Hierarchy
• Non-Mandatory Explicit Hierarchy
• Derived Hierarchies (Different Entity)
• 1:N
• N:N
https://docs.microsoft.com/en-us/sql/master-data-
services/hierarchies-master-data-services?view=sql-server-ver15

23. Creating Business Rules
• Enforce business logic to member
• Multiple business rules per attribute
• Variety of options
• Order matters
• Notification
• Custom Business Rule (extension)
• User defined function for condition in usr schema
• Stored procedure for action in usr schema
https://docs.microsoft.com/en-us/sql/master-data-services/business-rules-
master-data-services?view=sql-server-ver15

24. Custom Business Rules
User defined function
• Return BIT (1:true 0:false)
• Take 1 input - NVarchar, Datetime2, Decimal (38/0-7)
Stored procedure
• Table input parameter: @MemberIdList
• NVarchar input parameters: @ModelName, @VersionName,
@EntityName, @BusinessRuleName
https://docs.microsoft.com/en-us/sql/master-data-services/business-rules-
extension-master-data-services?view=sql-server-ver15

25. Demo

26. MDS Management

27. Explorer
• Entities
• CRUD member, Filter, Apply rules, Export to excel, history
• Entity Dependencies
• Hierarchies
• Collections
• Changesets
https://docs.microsoft.com/en-us/sql/master-data-services/explorer-
functional-area-master-data-manager?view=sql-server-ver15

28. Changeset
• Approval Required
• Entity level settings
• Entity Admin can approve/reject
• Local user change
• Stage for change
• Commit to reflect change

29. Versioning
• Open
• Anyone can edit
• Lock
• Only admin can edit
• Validate
• Run validation
• Commit
• Cannot change anymore
• Copy
• Create new version

30. Entity Sync
Synchronize data from source to target in different models
• Sync Job as SQL Agent job
• One time
• On-demand
• Schedule
• Target limitation
• Target model needs to be open status
• Target entity will be locked
• No business rule
• Domain base attribute will be skipped

31. Excel Add-in
• Most features are same as Data Management Web
• Query
• Merge Conflict
• Settings
• Combine Data & Data Quality
https://docs.microsoft.com/en-us/sql/master-data-services/microsoft-excel-add-
in/overview-exporting-data-to-excel-mds-add-in-for-excel?view=sql-server-ver15

32. Demo

33. MDS Integration

34. Create View
• Subscription View
• mdm schema
• Version Option
• Data Source
• Format
• Leaf
• History
• SCD Type 2
• Vertical and horizontal filters
• Use created view to consume data

35. Staging table
• Staging table for each entity
• stg schema
• Import Type
• 1: Create new members
2: Create new members. Replace existing MDS data with staged data.
3: Deactivate the member, based on the Code value.
4: Permanently delete the member, based on the Code value.
• Staging Stored Procedure
• stg.udp_<name>_Leaf
• stg.udp_<name>_Consolidated
• stg.udp_<name>_Relationship
https://docs.microsoft.com/en-us/sql/master-data-services/staging-
stored-procedure-master-data-services?view=sql-server-ver15

36. Demo

37. MDS Deployment

38. Model Deployment
• Master Data Manager
• Package Model without data
• Deploy Model without data
• MDSModelDeploy
• Package Model with/without data
• Deploy Model with/without data
• ModelPackageEditor
• Edit package

39. MDS Administration

40. Configuring MDS
• Master Data Configuration Manager
• MDS Repositories
• MDS Management portal
• DQS integration

41. Securing MDS
• AD or local user
• AD or local group
• Role base security
• Permissions
• Grant permission
• Deny permission
• Granular settings
• Model level
• Entity level
• Attribute level
• Member level
System Admin
MDS Admin
Model Admin
Data Admin
Consumer

42. References

43. References
edX : Creating a Master Data Solution with SQL Server Master Data
Services (MDS) * SQL Server 2016
https://courses.edx.org/courses/course-v1:Microsoft+DAT226x+3T2018
Microsoft Ignite New Zealand 2015 End to End SQL Server Master Data
Services * SQL Server 2012
https://www.youtube.com/watch?v=ghChzpt_-FY&t=2862s

44. References
Official Document
https://docs.microsoft.com/en-us/sql/master-data-services/master-data-
services-overview-mds?view=sql-server-ver15

45. Fin.