Master Data Services: Implementation & Administration

 Implementation & Administration

Foreword xv
Acknowledgments xvii
Introduction xix

Chapter 1 Introduction to Master Data Services 1

What Is Master Data Management? 2
History of Master Data Management 3
An Overview of Master Data Management Solutions 3
Shortcomings of ERP Systems as MDM Solutions 4
Specialized Master Data Management Solutions 5
Catering to the Titans 6
Microsoft’s Solution to Master Data Management 6
What Master Data Services Delivers 6
The Value Proposition 8
About the Sample Company 8
Summary 9

Chapter 2 Installation and Configuration 11
Determining the Initial Scope of Your Project 12
About the Main Street Clothing Company Implementation 14
Preparing the Web Server 15
Windows 7 Web Application Requirements 15
Windows Server 2008 R2 Web Application Requirements 15
Installing Master Data Services 18
Procedure: Install Master Data Services 18
About MDS Configuration Manager 20
Creating an MDS Database 21
Procedure: Create an MDS Database 21
About System Settings 25
Creating the Master Data Manager Web Application 26
Procedure: Create a Master Data Manager Web Site (Optional) 27
Procedure: Create a Master Data Manager Web Application 30
Procedure: Associate the MDS Database with the Web Application 32

Securing Your Web Application 36
Getting the Latest Version of MDS 37
Summary 40

Chapter 3 Starting an MDS Project 41
How Do I Know Master Data When I See It? 42
Business Process Models 42
System Roles 44
System of Entry 44
System of Record 44
Subscribing System 45
Mapping the Data 45
Determining What to Do with Duplicate Records 46
Determining Which Attributes to Manage 46
The Main Street Clothing Company Example 47
Finding a Data Steward 47
Leveraging the Business Process Models 47
Filling in the Gaps 48
Determining System Types 50
Cleansing Data for Initial Import into MDS 52
Summary 53

Chapter 4 Creating Your Model 55
MDS Modeling Concepts 56
Building a Model 57
Deploying a Model 58
Procedure: How to Deploy a Model 59
About Models 62
About Main Street Clothing Company’s Models 62
Procedure: How to Create a Model 62
About Entities 66
About Main Street Clothing Company’s Entities 66
Procedure: How to Create an Entity 66
About Members 70
About Main Street Clothing Company’s Members 71
Procedure: How to Add a Member 71
About Attributes 74
About Main Street Clothing Company’s Attributes 74

Procedure: How to Create an Attribute 74
Procedure: How to Create a Domain-Based Attribute 78
About Attribute Groups 83
About Main Street Clothing Company’s Attribute Groups 83
Procedure: How to Create an Attribute Group 84
Procedure: How to Reorder Attribute Groups 88
Using Web Services 90
Creating a Model 90
Creating an Entity 91
Creating an Attribute 91
Summary 92

Chapter 5 Integrating Master Data Services with Other Systems 93
Staging Architecture 94
Preparing Data for Import 95
Security in Staging 95
System Settings 96
Loading Members 96
About Main Street Clothing Company’s Staging Process 97
tblStgMember Fields 98
Member Staging Examples 99
Loading Attributes 101
tblStgMemberAttribute Fields 102
Attribute Staging Examples 103
Using Staging to Deactivate and Reactivate Members 104
Loading Relationships 105
tblStgRelationship Fields 106
Relationship Staging Examples 107
Importing Data into the Staging Tables 109
Procedure: How to Import Data into SQL Server by Using SSIS 109
Initiating the Staging Process 111
Procedure: How to Use Master Data Manager to Initiate the Staging Process 112
Procedure: How to Use Stored Procedures to Initiate the Staging Process 114
Using Web Services to Stage Data 115
Creating Batches 116
Initiating the Staging Process 116
Clearing Batches 117

Errors that Occur During Staging 118
Procedure: How to View Staging Errors in the Web Application 118
Member Staging Errors 119
Attribute Staging Errors 120
Relationship Staging Errors 122
Viewing the Staging Batch Table 124
Procedure: How to Clear the Staging Queue 126
Summary 126

Chapter 6 Working with Hierarchies and Collections 127
Ragged vs Level-Based Hierarchies 129
Derived Hierarchies 129
Explicit Hierarchies 129
Derived vs Explicit: Which Hierarchy Is Best? 130
Creating Derived Hierarchies 131
Procedure: How to Create a Derived Hierarchy 131
Procedure: How to Create a Three-Level Derived Hierarchy 134
Hiding Levels 137
System Settings for Hierarchies 138
Number of Members in the Hierarchy by Default 138
Show Names in Hierarchy by Default 138
Creating Explicit Hierarchies 138
Non-mandatory Explicit Hierarchies 138
Mandatory Explicit Hierarchies 138
Procedure: How to Create an Explicit Hierarchy 140
Recursive Hierarchies 144
Procedure: How to Create a Recursive Hierarchy 144
Derived Hierarchies with Explicit Caps 148
Procedure: How to Create a Derived Hierarchy with an Explicit Cap 148
Collections 150
Limitations of Collections 151
Procedure: How to Create a Collection 151
Creating Hierarchies by Using Web Services 155
Creating a Derived Hierarchy with the MetadataCreate Operation 155
Summary 157

Chapter 7 Working with Master Data 159
Viewing the Base Entity 160
Finding Data by Filtering 161
Operators 163
Using Similarity Level 163
Sorting and Pagination 165
Sorting 165
Pagination 165
Editing Attributes 165
Edit One Attribute for One Member 166
Edit One Attribute for Multiple Members 167
Edit Multiple Attributes for One Member 168
Exporting Members 169
Working with Data in Hierarchies 170
Moving Members by Dragging and Dropping 170
Moving Members by Using the Clipboard 171
Moving Members in a Derived Hierarchy by Updating Attribute Values 174
Transactions 176
Reviewing Transactions 177
Reversing Transactions 177
Annotations 178
Annotating Members 178
Annotating Transactions 180
Metadata 181
Using Web Services to Work with Members 181
Retrieving Members 181
Creating and Updating Members 182
Summary 184

Chapter 8 Using Business Rules 185
Business Rules Overview 186
Business Rule Structure 186
Business Rule Workflow 187
Creating a Business Rule 187
Configuring a Rule’s Expression 188
Procedure: How to Require Attribute Values 189
Deleting a Condition or Action 192

More Expression Examples 193
Creating Your Own Expressions 204
Publishing Business Rules 207
Procedure: How to Publish a Business Rule 207
Business Rule Statuses 208
Applying Business Rules 208
Procedure: How to Apply Business Rules in Explorer 209
Resolving Validation Issues in Explorer 210
Procedure: How to Validate a Version 211
Other Business Rule Tasks 211
Procedure: How to Change the Rule Name and Description 211
Procedure: How to Set the Rule’s Priority Order 212
Procedure: How to Exclude Business Rules 213
Configuring E-Mail Notifications 214
Procedure: How to Configure E-Mail Notifications 214
Procedure: How to Configure a Business Rule to Send E-Mail 216
Creating and Triggering Workflows 217
Creating a Workflow in MDS 217
Triggering an External Workflow 224
Using Web Services to Manage Business Rules 228
Getting a List of Rules 229
Creating a Business Rule 229
Summary 231

Chapter 9 Creating Versions of Data 233
Versions Overview 234
Changing the Structure of Your Model 235
Committing Versions 235
Versioning for Main Street Clothing Company 235
Updating Your Version Name and Description 237
Procedure: How to Change the Version Name and Description 237
Version Statuses 238
Procedure: How to Lock a Version 238
Validating a Version 239
Procedure: How to Validate a Version 239
Procedure: How to Resolve Validation Issues 241
Reviewing and Reversing Transactions 242

Committing and Copying a Version 242
Procedure: How to Commit a Version 242
Procedure: How to Reopen a Committed Version 243
Procedure: How to Copy a Version 244
Version Flags 245
Procedure: How to Create a Version Flag and Assign It to a Version 245
Viewing a Version’s Ancestry 247
Procedure: How to Delete a Version 248
Using Web Services to Work with Versions 248
Returning a List of Versions 249
Changing the Version Status 249
Summary 251

Chapter 10 Using Metadata 253
The Metadata Model 254
What Happens When Model Objects Are Added or Deleted 254
Metadata for Entities 255
Metadata for Attributes 258
Metadata for Attribute Groups 258
Metadata for Hierarchies 259
Metadata for Models 259
Adding Metadata 259
Extending the Metadata Model 260
Limitations of the Metadata Model 261
Using Web Services with Metadata 261
Determining the Metadata Member Code 261
Getting Metadata for a Model, Entity, or Attribute 263
Summary 264

Chapter 11 Implementing Security 265
Security Overview 266
Users and Groups 267
Procedure: How to Add a Group 268
Administrators 269
Procedure: How to Change the Administrator Account 270
Testing Permissions 271
Functional Area Permissions 272
Procedure: How to Assign Functional Area Permissions 273

Model Object Permissions 274
Quick Facts About Model Object Permissions 275
Best Practice for Model Object Permissions 275
Procedure: How to Assign Model Object Permissions 275
Procedure: How to Delete Model Object Permissions 278
Access to Entities 278
Access to Leaf Member Attributes 280
Access to Individual Attributes 281
Access to an Explicit Hierarchy 284
Access to Collections 286
Access to Other Model Objects 287
Deny Permissions 293
Navigational Access 293
Deleting Permissions 294
Hierarchy Member Permissions 295
Quick Facts About Hierarchy Member Permissions 296
Procedure: How to Assign Hierarchy Member Permissions 296
Procedure: How to Apply Hierarchy Member Security Immediately 299
Determining Which Permissions Apply 300
Combining Permissions 300
Combining Users and Groups 302
Setting Security by Using Web Services 304
Retrieving Users and Groups 304
Retrieving User or Group Permissions 305
Adding Users and Groups 306
Assigning Permissions 307
Summary 309

Chapter 12 Publishing Data to External Systems 311
Exporting Data to Subscribing Systems 312
Subscription View Formats 312
Common View Architecture 313
Procedure: How to Create a Subscription View 314
Viewing a Subscription View in SQL Server 315
Subscription Views and Model Deployment 316
Creating a Subscription View with Web Services 316
Creating Entity Views 316
Creating Derived Hierarchy Views 317
Deleting Views 318

How Main Street Clothing Company Uses Subscription Views 318
Procedure: How to Export Subscription View Data 319
Summary 322

Chapter 13 Extending MDS with Web Services 323
Exposing the Web Service 324
Procedure: How to Enable the Web Service 324
Exposing the WSDL 325
Procedure: How to Enable the WSDL 326
Creating an MDS Project in Visual Studio 326
Procedure: How to Create an MDS Web Service Application 326
Creating an Abstraction Layer 329
MDS Web Service Operations 329
Members 330
Bulk Operations 330
Validation 331
Transactions 331
Annotations 331
Subscription Views 332
Metadata Structures 332
Security 332
Business Rules 333
System Settings 333
User Preferences 334
Miscellaneous Operations 334
The Most Frequently Used Operations 334
Searching for Members 334
Understanding the EntityMembers Object 338
Summarizing Member Data 338
Working with Metadata 338
Validating Records in MDS 340
Managing Transactions 344
Handling Errors in the Web Service 345
Summary 346

Index 347