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Table Of Contents

Microsoft SQL Server 2008 R2 Master Data Services

By : Jeremy Kashel, Tim Kent

4.3 (4)

Microsoft SQL Server 2008 R2 Master Data Services

4.3 (4)

By: Jeremy Kashel, Tim Kent

Overview of this book

Packed with templates, checklists, and real-life examples, this user-friendly guide will provide you with the insights and guidance of an expert consultant, for a fraction of the price. You’ll follow a clearly laid out path from Change Management novice to confident and prepared change manager. You’ll be introduced to the Five Pillars of Change: Sponsorship, Stakeholder Management, Communication, Training, and Organization Design. You will work step-by-step through templates in each pillar to build and run a comprehensive Change Management plan tailor-made to your project and organization.

Preface

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Downloading the example code for this book

Free Chapter

1. Master Data Management

1. Master Data Management

Master data

The need for Master Data Management

Master Data Management overview

Data quality

Operational and analytical Master Data Management

Different approaches to Master Data Management

Data governance

Data stewardship

Politics and organizational changes

Summary

References

2. Master Data Services Overview

2. Master Data Services Overview

Master Data Services overview

Master Data Services architecture

Master Data Manager

Summary

3. Installing and Configuring Master Data Services

3. Installing and Configuring Master Data Services

Planning for a Master Data Services installation

Installing Master Data Services

Master Data Services Configuration Manager

Installing sample models

Summary

4. Creating and Using Models

4. Creating and Using Models

MDS object model overview

Models

5. Version Management

5. Version Management

Introduction to versions

Creating and managing versions

Validating versions

Locking, unlocking, and committing versions

Managing Flags

Transactions

Summary

6. Importing Data into Master Data Services

6. Importing Data into Master Data Services

The staging load process

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

Automating the MDS load process with SSIS

Summary

7. Business Rules and Workflow

7. Business Rules and Workflow

Introduction to MDS business rules

Conditions and actions

Business rules user interface

Creating business rules

Notifications

Workflow and SharePoint

Summary

8. Extracting Data from Master Data Services

8. Extracting Data from Master Data Services

Introduction

Subscription Views

Delivering master data using BizTalk

Summary

9. Application Programming Interface

9. Application Programming Interface

Introduction to the MDS API

Getting started with the Web Services API

MDS assemblies

Creating an MDS SharePoint Web Part

SharePoint workflow integration

Summary

10. Master Data Services Security

10. Master Data Services Security

Master Data Services security overview

User and Group Administration

User and Group Permissions

Summary

Index

Index

Installing sample models

Although not required to work through the examples in the rest of this book, Master Data Services ships with three sample models, namely Customer, Product, and Chart of Accounts. These can be installed on your own server as a final, optional, step to this chapter.

The samples come in the form of *.pkg files, which can be found at \Program Files\Microsoft SQL Server\Master Data Services\Samples\Packages.

In order to install the sample models, carry out the following steps:

Open Master Data Manager through a web browser.
From the home page, click on System Administration.
Choose the Deployment option from the System menu at the top of the screen. This will display the following Model Deployment Wizard:
Click on the Deploy option.
The wizard will move on one step and prompt you to browse to a *.pkg file. Browse to the aforementioned path and choose chartofaccounts_en.pkg.
Click on Next, which will prepare the package for deployment.
In the screen that follows, click on Next...

CONTINUE READING

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