Interoperability

Welcome to Architect Insight 2010

Master Data Management March 31 2010

Satya Jayanty consulting@ssqa-net.co.uk

Introduction – Speaker • IT Experience

– Been in the IT field over 18+ years– Principal Architect & Director – D Bi A Solutions (www.ssqa-net.co.uk)

• Community Contributions– Speaker : Microsoft Tech-Ed (North America/India/Europe), SQLPASS, SQL Bits,

User Group (Scottish Area SQL Server User Group)– Subject Matter Expert (AskTheExperts lounge): Tech-Ed & SQLPASS– Writer & Technical Reviewer for SQL Server 2008 (IT PRO & BI) technical

certification papers.

• Media Contributions– Founder (SQLMaster) of www.sqlserver-qa.net– Contributing Editor & Moderator in assorted forums such as

www.sql-server-performance.com, SQL Server Central, MSDN, SQL Server magazine etc.

– Community Launch Leader - SQL Server 2008, HeroesHappenHere & active in 'Ask The Experts’ lounge.

What-is & Why it is important?How to manage it?SQL Server 2008 R2 TechnologiesMDM InstallationTour of procedural & technical issuesQ&A

Agenda :: Master Data Management (MDM)

• Lists of data by several applications– ERP system

• Customer Master• Item Master• Account Master customer, product, location, employee, and asset • How to identify? (next slide)

• Value & Complexity – more valuable the data element is to the company, the more likely it

will be considered a master data element. – Simple entities, even valuable entities, are rarely a challenge to

manage.• Master data is a key asset.

– Data reuse :: rely on simple list of entity types.– CRUD lifecycle :: by the way that it is created, read, updated, deleted, and searched– 2 sides of COIN :: Customer Centric & Product Centric

MDM – What is?

SOA

Compliance

Composite

Applications

Direct

InputM

ergers &

Acquisitions

B2B

Business Intelligence

RFID

MDM – Elements

• Master data is used by multiple applications.– No chance for mistakes/horror stories

• Complex to manage in mergers & acquisitions– Need to maintain at least 1 master list.– Just a customer name can lead to problematic cross-roads!

• Ex.: William Smith might appear as Bill Smith, Wm. Smith, and William Smithe

– RDBMS can help for some extent, complex code design is required.

• SOA & SaaS make MDM a critical issue.– Customer Services Return (multiple data store)– Subscribe CRM Services thru Saas.

• MDM :: Aim & Target– Technology/Tools/Processes/Consistency

MDM –Why manage?

Policies• Security, Strategy &

Governance

Practices• Data entry, review,

legacy system & audit

Products• Technologies, profiling,

SOA, BI, DM & Security

Politics• Budget,

Exec.sponsership & Dynamics

MDM – Aim & Target

MDM adopted as a technology, tools, and processes required to create and maintain consistent and accurate lists of master data.

• How to identify?– what master data is and how it is qualified

• Types of data::

– Unstructured Transactional Metadata Hierarchical Master• MD with 4 groupings: people, things, places & concepts

MDM – How?

Hierarchical• Super MDM

• Data Relationships• Subject areas• Domain areas• Entity types

Master• 4 groupings:

• People – Customer/Employee/Sales

• Things – Contract/Warranty/Licenses

• Places – Geographical divisions

• Concepts – CRUD cycle

MDM – How?

• How to identify?– what master data is and how it is qualified

• Types of data::

– Unstructured Transactional Metadata Hierarchical Master• MD with 4 groupings: people, things, places & concepts

• 2 basic steps to creating master data: – clean and standardize the data, and match data from all the sources to consolidate

duplicates.– Data cleansing (ETL): normalize/replace missing values/standardise/map attributes

• Security, Versioning & Auditing• Software + Services

MDM – How?

• RequirementsSoftware + Services Data Platform

•Comprehensive•Flexible•Global

Storage and Search

•Responsive•Available•Secure•Manageable

Federation

•Coordination•Consolidation•Transformation•Synchronization

Composition

•Monitor•Analyze•Plan•Collaborate

Insight

•On client•On premise•Partner-hosted•Microsoft-hosted

Delivery

•Productive•Interoperable•Supports key standards

Data Programmability

Building on the momentum of SQL Server 2008, “R2” improves IT efficiency by reducing the time and cost of developing and managing applications• New Editions

– 2 new premium editions to meet the needs of large scale datacenters and data warehouses

• New R2 Technologies– Application and Multi-Server Management– Managed Self-Service Business Intelligence– Master Data Services– StreamInsight Complex Event Processing Technology

SQL Server 2008 R2 in a glance

• Align Data– align operational and analytical data across the enterprise and across their line of

business systems– Handle data quality issues :: PowerPivot & Reporting Services

• Manage Master Data Securely– can contribute to and consume master data securely and as needed, without having to

go through IT

• Integrity of Information (SOE & SOR)– tools and processes to help ensure that data remains authoritative, consistent, and

trustworthy across systems as it evolves over time

• Master Data Services, IT organizations can centrally manage critical data assets companywide and across diverse systems, enable more people to securely manage master data directly, and ensure the integrity of information over time.

SQL Server 2008 R2 Master Data Services (MDS)

• MDS is supported on x64 operating systems only. • Master Data Services consists of an ASP.NET web application (Master Data

Manager), a WCF service hosted in IIS, and a SQL Server 2008 R2 database.• Can be installed in Single or Multiple servers.• A separate utility called Configuration Manager is used to create MDS web

applications and databases. • Supported Windows OS -

http://msdn.microsoft.com/en-us/library/ee633742(SQL.105).aspx • Install the Web Server (IIS) role on the machine that will host the MDS web site

MDM – Installation

MDM – Installation (pre-check)

MDM – Installation

• MDS Web application and WCF service require Windows Authentication.

• Active Directory users and groups can be assigned permissions in MDS to control access to features and data.

• Locate and run the MasterDataServices.msi.– Follow the steps in the wizard to install the MDS

pages, database scripts, samples, and assemblies. No web applications or databases are created during the installation.

MDM – Installation (binaries)

MDS pages, scripts, and assemblies are in the target location

MDS assemblies and resource should also be present in the Global Assembly Cache

• Master Data Services is a Master Data Management application that consists of the following components and tools

– Master Data Services Configuration Manager, – Master Data Manager– Master Data Services Web service

SQL Server 2008 R2 Master Data Services (MDS)

MDM – Installation

MDS Configuration Manager is started automatically at the end of the installation.

MDM – Installation Config Manager

Click “Databases” in the left pane….displays the progress of the creation process. After the database is created, click Finish to close the database wizard and return to the Databases page. The new database is selected to view and modify its system settings.

MDM – Installation Web Application

• Create Application… button to create a new MDS web application.

• check the “Enable Web services for this Web application.” checkbox if you would like to expose the MDS WCF application programming interface for this web application.

Tip: If you plan to create custom solutions using this API, you should enable the web services. Otherwise, leave them disabled to reduce the surface area of the MDS instance. The Master Data Manager web UI does not require the services to be enabled.

MDM – Installation Web Application

• Launch Web application in browser window to open Master Data Manager for the web application and then click OK

SQL Server 2008 R2 Master Data Services (MDS) Features• Master data hub that provides central management of master data entities and

hierarchies

• Thin-client stewardship portal that provides secure, role-based Web access to master data

• Versioning of all data entities and hierarchies

• Human workflow that notifies assigned owners by e-mail of business rule violations

• Flexible and extensible business rules that safeguard the quality of data entered in the master data hub

• Support for a broad range of hierarchy and attribute management strategies and requirements

• Comprehensive role-based security model that enables fine-grained, secure access to master data

SQL Server 2008 R2 Master Data Services (MDS)• Master data hub that provides central

management of master data entities and hierarchies and collections

• Thin-client stewardship portal that provides secure, role-based Web access to master data

• Versioning of all data entities and hierarchies• Human workflow that notifies assigned owners

by e-mail of business rule violations

SQL Server 2008 R2 MDS – Getting Started page

• Master data hub that provides central management of master data entities and hierarchies and collections

• Thin-client stewardship portal that provides secure, role-based Web access to master data

• Versioning of all data entities and hierarchies• Human workflow that notifies assigned owners by e-mail of business rule violations

SQL Server 2008 R2 Master Data Services (MDS)• Flexible and extensible business rules that

safeguard the quality of data entered in the master data hub

• Support for a broad range of hierarchy and attribute management strategies and requirements

• Comprehensive role-based security model that enables fine-grained, secure access to master data

• Models are the highest level of data organization in Master Data Services

– Entities– Attributes and attribute groups– Hierarchies (derived and explicit)– Collections

SQL Server 2008 R2 Master Data Services

SQL Server 2008 R2 Master Data Services – Home Page

SQL Server 2008 R2 Master Data Services – Config Manager GotchasConfiguration Manager• Multiple MDS web applications and databases can be created.• Its useful when you want to configure development, test, and

staging environments. • Can also be used to change the database that should be used

for an MDS web application. • Create databases on remote database servers, but it can only

create web applications on the server where it is running. • As a result, you will need to run Configuration Manager

separately on each server that is hosting one or more MDS web applications.

SQL Server 2008 R2 Master Data Services – Next Steps

Database Maintenance – what to do?- Its a production MDS instance, setup a DB

maintenance plan and backup schedule. - The maintenance plan should include updating

statistics on the database(s).- configure the MDS web application to use

TLS/SSL to help protect the master data as it is transferred across your network.

- Deploy sample package(s) into the MDS instance.

SQL Server 2008 R2 Resources• SQL Server 2008 R2 Developer Training Kit

– Download from http://www.microsoft.com/downloads – Includes a complete collection of presentations, demos and labs– Covers both SQL Server 2008 and SQL Server 2008 R2 improvements– Install on your own hardware

• SQL Server 2008 R2 Developer Training Course on Channel 9– Online version of training kit at http://channel9.msdn.com/learn – Includes streaming video of presentations and demos– Includes interviews with notable SQL Server identities

• MDS Roadmap– http://

download.microsoft.com/download/E/3/3/E331E8D4-8122-452D-B929-7E8FAE0F4929/Microsoft%20SQL%20Server%20Master%20Data%20Services%20Roadmap.pdf

• MDS Data Sheet– http://

download.microsoft.com/download/6/E/E/6EEF16EA-995F-45DD-9114-03B250637A93/SQLServer2008_R2_MDS_Datasheet.pdf

• SQL Server Developer Center on MSDN– http://msdn.microsoft.com/sql

• SQL Server Tech Center on TechNet– http://technet.microsoft.com/sql

• Get SQL Server 2008 R2 CTP– http://www.microsoft.com/sqlserver/2008/en/us/R2Downloads.aspx

• http://www.sqlserver-qa.net/bloggers.aspx

SQL Server 2008 R2 Master Data Services

•Thank Youconsulting@ssqa-net.co.uk