Microsoft SQL Server 2008 R2 Master Data Services

Table of Contents

• Preface

• Chapter 1: Master Data Management
• Master data
• The need for Master Data Management
• Manual updates
• Different descriptions for the same attributes
• Mergers and acquisitions
• Master Data Management overview
• Data quality
• Operational and analytical Master Data Management
• Analytical MDM
• Operational MDM
• Different approaches to Master Data Management
• Transaction Hub
• Registry
• Hybrid
• Data governance
• Data stewardship
• Politics and organizational changes
• Summary
• References

• Chapter 2: Master Data Services Overview
• Master Data Services overview
• Master Data Services architecture
• MDS SQL Server database
• Internet Information Services (IIS)
• Master Data Manager
• Accessing Master Data Manager
• Explorer
• Version Management
• Integration Management
• System Administration
• User and Group Permissions
• Summary

• Chapter 3: Installing and Configuring Master Data Services
• Planning for a Master Data Services installation
• Server topology
• Database service account
• Administrator account
• Installing Master Data Services
• Master Data Services Configuration Manager
• Configuring Master Data Services for the first time
• Database creation
• Database settings
• Web configuration
• Installing sample models
• Summary

• Chapter 4: Creating and Using Models
• MDS object model overview
• Models
• Entities and attributes
• Attributes
• Domain attributes and relationships between entities
• Creating an entity
• Editing an entity
• Members
• The Master Data Manager Explorer
• Adding a member
• Editing a member
• Deleting members
• Annotating members
• Transactions
• Attribute Groups
• Creating Attribute Groups
• Using Attribute Groups
• Hierarchies
• Derived Hierarchies
• Exploring Derived Hierarchies
• Adding a member in a Derived Hierarchy
• Explicit Hierarchies
• Creating an Explicit Hierarchy
• Consolidated members
• Moving hierarchy members
• Collections
• Creating a collection
• Master Data Services Metadata
• Altering the default MDS Metadata
• Viewing Metadata
• User-defined Metadata
• Summary

• Chapter 5: Version Management
• Introduction to versions
• The need for versions
• The version interface
• Version status
• Creating and managing versions
• Copying a version
• Managing versions
• Using versions
• Validating versions
• Member validation status
• Validating a version
• Locking, unlocking, and committing versions
• Notifications
• Locking versions
• Unlocking versions
• Committing versions
• Managing Flags
• Transactions
• Summary

• Chapter 6: Importing Data into Master Data Services
• The staging load process
• Introduction
• Staging tables
• Data import security
• Populating MDS step 1—populating the staging tables
• Creating new members
• Creating new collections
• Adding members to collections
• Updating member attributes
• Deleting a member (or collection)
• Populating MDS step 2—invoking the staging process
• Populating MDS step 3—validating the model
• Clearing the staging tables
• Errors in the staging process
• Success codes
• Warning codes
• Error codes
• Automating the MDS load process with SSIS
• Summary

• Chapter 7: Business Rules and Workflow
• Introduction to MDS business rules
• Running business rules
• Technical overview
• Conditions and actions
• Conditions
• Actions
• Default Value
• Change Value
• Validation
• External Action
• Business rules user interface
• Creating business rules
• Creating the required attributes business rule
• Model setup
• Creating the Store Size business rules
• Running the Store Size business rules
• Notifications
• Workflow and SharePoint
• Setup
• SharePoint site creation
• Store approval business rule
• Creating the Store approval business rule
• Creating the SharePoint custom column
• Creating the Visual Studio project
• Designing the SharePoint workflow
• Adding code to the workflow
• Deploying the workflow solution
• Running the SharePoint workflow
• Summary

• Chapter 8: Extracting Data from Master Data Services
• Introduction
• Master data delivery
• Subscription Views
• Formats
• Creating Subscription Views
• Extracting leaf and consolidated members
• Extracting Explicit Hierarchies
• Extracting collections
• Extracting Derived Hierarchies
• Subscription View maintenance
• Delivering master data using BizTalk
• Example scenario background
• Creating the sample databases
• Creating the BizTalk project
• Building the receive schema and port
• Building the destination schema
• Building the map
• Deploying the BizTalk solution
• Receive port
• Send port
• Testing the BizTalk solution
• Summary

• Chapter 9: Application Programming Interface
• Introduction to the MDS API
• What is a WCF service?
• Getting started with the Web Services API
• Creating a Web Services project
• Exploring MDS Metadata
• MDS assemblies
• Creating an MDS Assemblies project
• Setting up an MDS connection
• Creating an MDS SharePoint Web Part
• Setup
• Creating the Web Part
• Deploying the Web Part
• Retrieving data from MDS
• SharePoint workflow integration
• Deploying the workflow solution
• Running the SharePoint workflow
• Summary

• Chapter 10: Master Data Services Security
• Master Data Services security overview
• User and Group Administration
• Adding a user
• Editing a user
• Maintaining groups
• User and Group Permissions
• Function permissions
• Model permissions
• Administrators
• Assigning model permissions
• Hierarchy Members permissions
• Summary

• Index