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Master Data Services inSQL Server 2012Mark GschwindVP, Business IntelligenceDesignMind

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Agenda What is Master Data? Why is it important? Overview of SQL 2012 MDS  Capabilities  Underlying Architecture Demo 1. Creating a model 2. Using the new Excel interface 3. Creating a hierarchy 4. Exposing MDS data to the DW 5. Using business rules Case Study Tips on successful implementations

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About Mark Gschwind VP of Business Intelligence at DesignMind PASS (BAADD) member for over 10 years BI Consultant since 1995 BI implementations for over 46 clients  Datawarehouse/Cubes/Reporting/Data Mining Focus on delivering BI using an agile methodology MCP, certified in Oracle Essbase Used MDS since 2008 (EDM by Stratature) mgschwind@designmind.com find me on

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DesignMind San Francisco based, 30 people, 3 Microsoft MVPs Microsoft Gold Certified Partner Capabilities include Custom .NET Development, SharePoint Development, and Business Intelligence Data Warehouses, Master Data Management, Reporting, Analytics, Dashboards, Mobile www.designmind.com

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What is Master Data?  Centralized maintenance (or curation)  Continuous quality management  Ease of access for business users (not just IT)  Effective sharing (producing and consuming) Master Data contains different attributes for different departments (marketing, finance, operations, business groups…)MDS enables users to curate Master Data. This capability can be powerful in a number of scenarios across an organization.

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Main Scenarios Data Data Warehouse/ Management Data Marts Mgmt Solutions Provides storage and Enable business users to management of the manage the dimensions objects and metadata and hierarchies of DW / used as the application Data Marts knowledge • Object mappings • BI scenarios • Reference Data / managed object listsTable containing information on mapping objects The IT department has built a data • Metadata management /between differentdictionaryETL processes are warehouse and reporting platform, but data systems.referencing the table making transformation System B Canonical form System A business users need more agility inProduct Productdecisions. making updates.ID Name Color Size ID Name Price IDMDS enables business users to manage the Name MDS empowers the business users toobjects mapping manage dimensions themselves while IT can govern the changes

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Where is Master Data (in a DW)?

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Why Master Data Is Important

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Why Master Data Is Important

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Why Master Data Is Important

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MDS Capabilities Modeling Validation Authoring business rules Entities, Attributes, to ensure data Hierarchies correctness Master Data Data MatchingRole-based Security and Stewardship (DQS Integrated)Transaction Annotation Excel Add- Web UI In Versioning Enabling Integration & Sharing Loading batched Registering to Consuming data Workflow / data through changes through through Views Notifications Staging Tables APIs External Excel DWH (CRM, ..)

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MDS Architecture

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Business Rules Business Rules are expressions and actions that can govern the conduct of business processes Enable data governance by: -- Enforcing data standards -- Alerting users to data quality issues -- Creating simple workflows Have limitations, but can be extended to SharePoint

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Security Functional area permissions Model/Entity level permissions provide column- level security Hierarchy permissions allow row-level security Use AD groups, not individual users Only use Hierarchy permissions if row-level security is required

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Managing MDS Environments Use MDS Configuration Manager to create a Dev website and DB Use web UI to deploy model structure only Use MDSModelDeploy.exe to deploy model+data • To package an existing model • To deploy an existing package • To deploy an update

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MDS Tips Start small and build incrementally Create and use a development environment Engage the business users and get them to own the process

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Additional Resourceshttp://www.mdsuser.com/http://www.msdev.com/Directory/SeriesDescription.aspx?CourseId=155http://msdn.microsoft.com/library/ee633763%28SQL.110%29.aspxhttp://social.msdn.microsoft.com/Forums/en/sqlmds/threads

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Contact Us Custom Software, Database, and Business Intelligence Solutions 465 California Street San Francisco www.designmind.com