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CITATION

Graham, Tyler and Selhorn, Suzanne. Microsoft SQL Server 2008 R2 Master Data Services. US: McGraw-Hill Osborne Media, 2011.

Microsoft SQL Server 2008 R2 Master Data Services

Authors: Tyler Graham and Suzanne Selhorn

Published:  February 2011

eISBN: 9780071756242 0071756248 | ISBN: 9780071756235
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  • Contents
  • Foreword
  • Acknowledgments
  • Introduction
  • Chapter 1 Introduction to Master Data Services
  • What Is Master Data Management?
  • History of Master Data Management
  • An Overview of Master Data Management Solutions
  • Shortcomings of ERP Systems as MDM Solutions
  • Specialized Master Data Management Solutions
  • Catering to the Titans
  • Microsoft’s Solution to Master Data Management
  • What Master Data Services Delivers
  • The Value Proposition
  • About the Sample Company
  • Summary
  • Chapter 2 Installation and Configuration
  • Determining the Initial Scope of Your Project
  • About the Main Street Clothing Company Implementation
  • Preparing the Web Server
  • Windows 7 Web Application Requirements
  • Windows Server 2008 R2 Web Application Requirements
  • Installing Master Data Services
  • Procedure: Install Master Data Services
  • About MDS Configuration Manager
  • Creating an MDS Database
  • Procedure: Create an MDS Database
  • About System Settings
  • Creating the Master Data Manager Web Application
  • Procedure: Create a Master Data Manager Web Site (Optional)
  • Procedure: Create a Master Data Manager Web Application
  • Procedure: Associate the MDS Database with the Web Application
  • Securing Your Web Application
  • Getting the Latest Version of MDS
  • Summary
  • Chapter 3 Starting an MDS Project
  • How Do I Know Master Data When I See It?
  • Business Process Models
  • System Roles
  • System of Entry
  • System of Record
  • Subscribing System
  • Mapping the Data
  • Determining What to Do with Duplicate Records
  • Determining Which Attributes to Manage
  • The Main Street Clothing Company Example
  • Finding a Data Steward
  • Leveraging the Business Process Models
  • Filling in the Gaps
  • Determining System Types
  • Cleansing Data for Initial Import into MDS
  • Summary
  • Chapter 4 Creating Your Model
  • MDS Modeling Concepts
  • Building a Model
  • Deploying a Model
  • Procedure: How to Deploy a Model
  • About Models
  • About Main Street Clothing Company’s Models
  • Procedure: How to Create a Model
  • About Entities
  • About Main Street Clothing Company’s Entities
  • Procedure: How to Create an Entity
  • About Members
  • About Main Street Clothing Company’s Members
  • Procedure: How to Add a Member
  • About Attributes
  • About Main Street Clothing Company’s Attributes
  • Procedure: How to Create an Attribute
  • Procedure: How to Create a Domain-Based Attribute
  • About Attribute Groups
  • About Main Street Clothing Company’s Attribute Groups
  • Procedure: How to Create an Attribute Group
  • Procedure: How to Reorder Attribute Groups
  • Using Web Services
  • Creating a Model
  • Creating an Entity
  • Creating an Attribute
  • Summary
  • Chapter 5 Integrating Master Data Services with Other Systems
  • Staging Architecture
  • Preparing Data for Import
  • Security in Staging
  • System Settings
  • Loading Members
  • About Main Street Clothing Company’s Staging Process
  • tblStgMember Fields
  • Member Staging Examples
  • Loading Attributes
  • tblStgMemberAttribute Fields
  • Attribute Staging Examples
  • Using Staging to Deactivate and Reactivate Members
  • Loading Relationships
  • tblStgRelationship Fields
  • Relationship Staging Examples
  • Importing Data into the Staging Tables
  • Procedure: How to Import Data into SQL Server by Using SSIS
  • Initiating the Staging Process
  • Procedure: How to Use Master Data Manager to Initiate the Staging Process
  • Procedure: How to Use Stored Procedures to Initiate the Staging Process
  • Using Web Services to Stage Data
  • Creating Batches
  • Initiating the Staging Process
  • Clearing Batches
  • Errors that Occur During Staging
  • Procedure: How to View Staging Errors in the Web Application
  • Member Staging Errors
  • Attribute Staging Errors
  • Relationship Staging Errors
  • Viewing the Staging Batch Table
  • Procedure: How to Clear the Staging Queue
  • Summary
  • Chapter 6 Working with Hierarchies and Collections
  • Ragged vs Level-Based Hierarchies
  • Derived Hierarchies
  • Explicit Hierarchies
  • Derived vs Explicit: Which Hierarchy Is Best?
  • Creating Derived Hierarchies
  • Procedure: How to Create a Derived Hierarchy
  • Procedure: How to Create a Three-Level Derived Hierarchy
  • Hiding Levels
  • System Settings for Hierarchies
  • Number of Members in the Hierarchy by Default
  • Show Names in Hierarchy by Default
  • Creating Explicit Hierarchies
  • Non-mandatory Explicit Hierarchies
  • Mandatory Explicit Hierarchies
  • Procedure: How to Create an Explicit Hierarchy
  • Recursive Hierarchies
  • Procedure: How to Create a Recursive Hierarchy
  • Derived Hierarchies with Explicit Caps
  • Procedure: How to Create a Derived Hierarchy with an Explicit Cap
  • Collections
  • Limitations of Collections
  • Procedure: How to Create a Collection
  • Creating Hierarchies by Using Web Services
  • Creating a Derived Hierarchy with the MetadataCreate Operation
  • Summary
  • Chapter 7 Working with Master Data
  • Viewing the Base Entity
  • Finding Data by Filtering
  • Operators
  • Using Similarity Level
  • Sorting and Pagination
  • Sorting
  • Pagination
  • Editing Attributes
  • Edit One Attribute for One Member
  • Edit One Attribute for Multiple Members
  • Edit Multiple Attributes for One Member
  • Exporting Members
  • Working with Data in Hierarchies
  • Moving Members by Dragging and Dropping
  • Moving Members by Using the Clipboard
  • Moving Members in a Derived Hierarchy by Updating Attribute Values
  • Transactions
  • Reviewing Transactions
  • Reversing Transactions
  • Annotations
  • Annotating Members
  • Annotating Transactions
  • Metadata
  • Using Web Services to Work with Members
  • Retrieving Members
  • Creating and Updating Members
  • Summary
  • Chapter 8 Using Business Rules
  • Business Rules Overview
  • Business Rule Structure
  • Business Rule Workflow
  • Creating a Business Rule
  • Configuring a Rule’s Expression
  • Procedure: How to Require Attribute Values
  • Deleting a Condition or Action
  • More Expression Examples
  • Creating Your Own Expressions
  • Publishing Business Rules
  • Procedure: How to Publish a Business Rule
  • Business Rule Statuses
  • Applying Business Rules
  • Procedure: How to Apply Business Rules in Explorer
  • Resolving Validation Issues in Explorer
  • Procedure: How to Validate a Version
  • Other Business Rule Tasks
  • Procedure: How to Change the Rule Name and Description
  • Procedure: How to Set the Rule’s Priority Order
  • Procedure: How to Exclude Business Rules
  • Configuring E-Mail Notifications
  • Procedure: How to Configure E-Mail Notifications
  • Procedure: How to Configure a Business Rule to Send E-Mail
  • Creating and Triggering Workflows
  • Creating a Workflow in MDS
  • Triggering an External Workflow
  • Using Web Services to Manage Business Rules
  • Getting a List of Rules
  • Creating a Business Rule
  • Summary
  • Chapter 9 Creating Versions of Data
  • Versions Overview
  • Changing the Structure of Your Model
  • Committing Versions
  • Versioning for Main Street Clothing Company
  • Updating Your Version Name and Description
  • Procedure: How to Change the Version Name and Description
  • Version Statuses
  • Procedure: How to Lock a Version
  • Validating a Version
  • Procedure: How to Validate a Version
  • Procedure: How to Resolve Validation Issues
  • Reviewing and Reversing Transactions
  • Committing and Copying a Version
  • Procedure: How to Commit a Version
  • Procedure: How to Reopen a Committed Version
  • Procedure: How to Copy a Version
  • Version Flags
  • Procedure: How to Create a Version Flag and Assign It to a Version
  • Viewing a Version’s Ancestry
  • Procedure: How to Delete a Version
  • Using Web Services to Work with Versions
  • Returning a List of Versions
  • Changing the Version Status
  • Summary
  • Chapter 10 Using Metadata
  • The Metadata Model
  • What Happens When Model Objects Are Added or Deleted
  • Metadata for Entities
  • Metadata for Attributes
  • Metadata for Attribute Groups
  • Metadata for Hierarchies
  • Metadata for Models
  • Adding Metadata
  • Extending the Metadata Model
  • Limitations of the Metadata Model
  • Using Web Services with Metadata
  • Determining the Metadata Member Code
  • Getting Metadata for a Model, Entity, or Attribute
  • Summary
  • Chapter 11 Implementing Security
  • Security Overview
  • Users and Groups
  • Procedure: How to Add a Group
  • Administrators
  • Procedure: How to Change the Administrator Account
  • Testing Permissions
  • Functional Area Permissions
  • Procedure: How to Assign Functional Area Permissions
  • Model Object Permissions
  • Quick Facts About Model Object Permissions
  • Best Practice for Model Object Permissions
  • Procedure: How to Assign Model Object Permissions
  • Procedure: How to Delete Model Object Permissions
  • Access to Entities
  • Access to Leaf Member Attributes
  • Access to Individual Attributes
  • Access to an Explicit Hierarchy
  • Access to Collections
  • Access to Other Model Objects
  • Deny Permissions
  • Navigational Access
  • Deleting Permissions
  • Hierarchy Member Permissions
  • Quick Facts About Hierarchy Member Permissions
  • Procedure: How to Assign Hierarchy Member Permissions
  • Procedure: How to Apply Hierarchy Member Security Immediately
  • Determining Which Permissions Apply
  • Combining Permissions
  • Combining Users and Groups
  • Setting Security by Using Web Services
  • Retrieving Users and Groups
  • Retrieving User or Group Permissions
  • Adding Users and Groups
  • Assigning Permissions
  • Summary
  • Chapter 12 Publishing Data to External Systems
  • Exporting Data to Subscribing Systems
  • Subscription View Formats
  • Common View Architecture
  • Procedure: How to Create a Subscription View
  • Viewing a Subscription View in SQL Server
  • Subscription Views and Model Deployment
  • Creating a Subscription View with Web Services
  • Creating Entity Views
  • Creating Derived Hierarchy Views
  • Deleting Views
  • How Main Street Clothing Company Uses Subscription Views
  • Procedure: How to Export Subscription View Data
  • Summary
  • Chapter 13 Extending MDS with Web Services
  • Exposing the Web Service
  • Procedure: How to Enable the Web Service
  • Exposing the WSDL
  • Procedure: How to Enable the WSDL
  • Creating an MDS Project in Visual Studio
  • Procedure: How to Create an MDS Web Service Application
  • Creating an Abstraction Layer
  • MDS Web Service Operations
  • Members
  • Bulk Operations
  • Validation
  • Transactions
  • Annotations
  • Subscription Views
  • Metadata Structures
  • Security
  • Business Rules
  • System Settings
  • User Preferences
  • Miscellaneous Operations
  • The Most Frequently Used Operations
  • Searching for Members
  • Understanding the EntityMembers Object
  • Summarizing Member Data
  • Working with Metadata
  • Validating Records in MDS
  • Managing Transactions
  • Handling Errors in the Web Service
  • Summary
  • Index