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CITATION

Graham, Tyler. Microsoft SQL Server 2012 Master Data Services 2/E. McGraw-Hill Osborne Media, 2012.

Microsoft SQL Server 2012 Master Data Services 2/E

Authors: Tyler Graham

Published:  October 2012

eISBN: 9780071797863 0071797866 | ISBN: 9780071797856
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  • Cover
  • About the Author
  • About the Technical Editor
  • Title Page
  • Copyright Page
  • Contents at a Glance
  • Contents
  • Foreword
  • Acknowledgments
  • Introduction
  • What You’ll Learn in this Book
  • About the Sample Company
  • About the Sample Data
  • Chapter 1: Introduction to Master Data Services
  • What Is Master Data Management?
  • History of Master Data Management
  • Overview of Other Master Data Management Solutions
  • ERP Systems as MDM Solutions
  • Specialized Master Data Management Solutions
  • Catering to the Titans
  • Microsoft’s Solution to Master Data Management
  • New Features of MDS in SQL Server 2012
  • What Master Data Services Still 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: How to Install Master Data Services
  • About MDS Configuration Manager
  • Creating an MDS Database
  • Procedure: How to Create an MDS Database
  • About System Settings
  • Creating the Master Data Manager Web Application
  • Procedure: How to Create a Master Data Manager Website (Optional)
  • Procedure: How to Create a Master Data Manager Web Application
  • Procedure: How to Associate the MDS Database with the Web Application
  • Securing Your Web Application
  • Getting the Latest Version of MDS
  • Upgrading 2008 R2 MDS
  • Repairing the MDS Database
  • 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
  • Leveraging the MDS Excel Add-In to Manage Your Project
  • Summary
  • Chapter 4: Creating Your Model
  • MDS Modeling Concepts
  • Building a Model
  • Deploying a Model
  • Procedure: How to Deploy a Model Using ModelDeploy.exe
  • 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
  • Benefits of Entity-Based Staging
  • Batch Tags
  • Security in Staging
  • System Settings
  • About Main Street Clothing Company’s Staging Process
  • Standard Leaf and Parent Staging Fields
  • Staging Import Types
  • Member Staging Examples
  • Using Staging to Deactivate Members
  • Loading Relationships
  • Relationship Table 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
  • The End of Staging Sweep
  • Using Web Services to Stage Data
  • Errors That Occur During Staging
  • Procedure: How to View Staging Errors in Management Studio
  • Staging Errors View
  • 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
  • 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 Explicit Cap
  • Collections
  • Weighting of Collection Members
  • 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
  • Changes in SQL Server 2012
  • Viewing the Base Entity
  • Finding Data by Filtering
  • Operators
  • Using Matching
  • Sorting and Pagination
  • Sorting
  • Pagination and Other Settings
  • New Explorer Format
  • Edit One Attribute for One Member
  • Edit One Attribute for Multiple Members
  • 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 Transactions on Update
  • Navigating Related Entities
  • Navigating Attributes
  • Navigating Many-to-Many Relationships
  • 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
  • Editing a Business Rule and 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
  • Viewing Change Tracking Group Reports
  • Triggering an External Workflow
  • Using Web Services to Manage Business Rules
  • Getting a List of Rules
  • Creating a Business Rule Using Web Services
  • 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: SQL Server 2012 MDS Add-in for Excel
  • Installing the Add-in
  • Procedure: How to Install the Add-in for Excel
  • Working with MDS Data in Excel
  • Procedure: How to Connect to the MDS Server and Load an Entity
  • Publishing Changes
  • Refreshing Data from the Server
  • Reviewing Transactions
  • Making Deletions in Managed Sheets
  • Combining Data
  • Applying Rules
  • Filtering Entity Results Members
  • Procedure: How to Load a Filtered Entity
  • Saving and Sharing Queries
  • Procedure: How to Save a Filter Query and Share It Through Outlook
  • Creating and Modifying Entities Rapidly
  • Using the Excel Add-In at the Main Street Clothing Company
  • Procedure: How to Create an MDS Entity from Excel Data
  • Making Changes to an Existing Entity
  • Procedure: How to Modify an Existing Entity’s Structure
  • Configuring Add-in for Excel Settings
  • Configuring Data Settings
  • Configuring Behavior Settings
  • Leveraging Data Quality Matching in Excel
  • Summary
  • Chapter 11: Implementing Security
  • Security Overview
  • Security Changes in SQL Server 2012
  • 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
  • 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
  • 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
  • Subscription Views
  • Metadata Structures
  • Security
  • Business Rules
  • System Settings
  • User Preferences
  • Miscellaneous Operations
  • Entity-Based Staging Operations
  • Data Quality 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
  • Chapter 14: Advanced Modeling
  • Common Modeling Mistakes
  • Building Outside Limitations into MDS
  • Trouble Identifying Common Attributes
  • Engineering Dead Scenarios
  • Rapid Model Development
  • Managing Slowly Changing Dimensions
  • Overwriting Rows (Type 1)
  • Adding Rows (Type 2)
  • Adding Columns (Type 3)
  • Using the Power of MDS to Simplify the Problem
  • Managing Dimension for Main Street Clothing Company
  • Limiting Unneeded Complexity
  • Designing for Exceptions
  • Designing for N
  • Summary
  • Index