Successfully implement Master Data Services (MDS)

Report
Successfully implement
Master Data Services
(MDS)
Johan Machielse
BI Consultant
2012-04-21
© Copyright 2010 Avanade Inc. All Rights Reserved.
The Avanade name and logo are registered trademarks in the US and other countries.
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Agenda
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Case Description
Master Data Management (MDM)
Master Data Services (MDS)
Data Quality Services (DQS)
MDS meets DQS
References
Q&A
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Case Description
The Beer Company
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Case Description
The Beer Company
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Master Data Management
Processes, tools, and master data
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Processes & tools
Master Data Management (MDM) comprises a set of processes and tools that
consistently defines and manages the master data of an organization.
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Single version of the truth
Store master version of customers and products in one location.
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Processes
- Maintain customers and products in one location
- Validate and improve the quality continuously
- Designate people to own master data (accountable)
- Ensure data integrity/validity (business rules and workflows)
- Ensure that security is in place
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Tools
Use the proper tools to support the processes as efficient and effectively as possible.
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Master data
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Transactional data
- Supports business applications that automate key
processes.
- Numbers, dates, times, etc.
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Analytical data
- Supports decision-making
- Aggregations, ad hoc queries, data mining, forecasting
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Master data
- Critical nouns of a business (Business objects / dimensions)
- People, things, places, concepts
- Four types
> Reference data
> Master data
> Enterprise master data
> Market master data
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The Beer Company: updated
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Master Data Services (MDS)
Overview, architecture, modeling, and a lot of demos
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Overview
Master Data Services (MDS) enables an organization to centrally manage master data from
a central master data hub.
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Maintain master data
Modeling
Hierarchies
Business rules
Workflows
Security
Auditing
Versioning
Integration
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Architecture
Ships only with the 64 bits Enterprise and Datacenter (Business Intelligence) editions of
SQL Server (starting from SS2008 R2).
A Master Data Services application is created via the Master Data Services Configuration
Manager, which creates a web application and database.
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11
The Beer Company models
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Demo
The Beer Company models
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13
The staging process
SQL Server 2012 introduces entity-based staging and preserves backwards
compatibility by also supporting staging as it is done in SQL Server 2008 R2.
Every entity now has its own staging table called “stg.<EntityName>_Leaf” and
stored procedure called “stg.udp_<EntityName>_Leaf” which processes the batch
of staging data.
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Demo
The staging process
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15
Business rules
With business rules you can enforce data integrity, completeness, and accuracy.
A business rule is defined as an “if-then” structure:
• if (condition = true) then action
- condition: “is equal to”, “contains”, “is between”, etc.
- action: “validation”, “set value”, “start workflow”
and applied when validating the data.
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Custom Workflow
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Service is not default installed
Configure the service
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Shared entities
There’s not out-of-the-box functionality to share
entities across models.
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Demo
Business rules, custom workflows,
shared entities
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19
Excel add-in
A familiar Excel interface to maintain master data (batch-wise).
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Shipped with SS2012
Can also be used with SS2008R2 by installing MDS SS2012.
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Demo
Excel add-in
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Data Quality Services (DQS)
Overview
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What is data quality?
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Data Quality represents the degree to which the data is suitable for
business usages.
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Data Quality is built through People + Technology + Processes.
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Bad Bata  Bad Business
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Common data quality issues
Data Quality
Issue
Sample Data Problem
Standard
Are data elements consistently defined
and understood ?
Gender code = M, F, U in one system and Gender code =
0, 1, 2 in another system
Complete
Is all necessary data present ?
20% of customers’ last name is blank,
50% of zip-codes are 99999
Accurate
Does the data accurately represent reality
or a verifiable source?
A Supplier is listed as ‘Active’ but went out of business six
years ago
Valid
Do data values fall within acceptable
ranges?
Salary values should be between
60,000-120,000
Unique
Data appears several times
Both John Ryan and Jack Ryan appear in the system –
are they the same person?
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Requirements for data quality solutions
Monitoring
Cleansing
Profiling
Matching
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Data Quality Services
You know how to correct data if you have the knowledge about the data!
Data Quality Services (DQS) is a Knowledge-Driven data quality solution,
enabling IT Pros and data stewards to easily improve the quality of their data.
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Demo
Exploring Data Quality Services
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MDS meets DQS
Integration of MDS and DQS using SSIS
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Solving The Beer Company challenges
Customer data has to be managed centrally, but the data quality is very poor and
not usable for the business.
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SSIS solution
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Demo
Integration of MDS and DQS
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The Avanade name and logo are registered trademarks in the US and other countries.
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References
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References
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My blog
- http://johanmachielse.blogspot.com
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Master Data Services
- http://www.msdev.com/Directory/SearchResults.aspx?keyword=MDS#0,1 (SS2008R2 training videos)
- http://blogs.msdn.com/b/microsoft_press/archive/2010/04/14/free-ebook-introducing-microsoft-sql-server-2008-r2.aspx
(free SS2008R2 e-book)
- http://blogs.msdn.com/b/mds/ (Microsoft blog)
- http://www.microsoft.com/sqlserver/en/us/solutions-technologies/data-warehousing/master-data-services.aspx (Microsoft)
- http://msdn.microsoft.com/en-us/library/ee633763(v=sql.110).aspx (MSDN)
- http://download.microsoft.com/download/C/2/D/C2DF91A1-3C7C-4965-BB16
CAB02F8262B9/Microsoft_Press_ebook_Introducing_SQL_Server_2012_Preview_II.pdf (SS2012 e-book)
- http://channel9.msdn.com/Events/TechEd/NorthAmerica/2011/DBI204 (TechEd 2011)
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Data Quality Services
- http://msdn.microsoft.com/en-us/library/gg524800(v=sql.110).aspx (MSDN)
- http://channel9.msdn.com/Events/TechEd/NorthAmerica/2011/DBI207 (TechEd 2011)
- http://download.microsoft.com/download/C/2/D/C2DF91A1-3C7C-4965-BB16
CAB02F8262B9/Microsoft_Press_ebook_Introducing_SQL_Server_2012_Preview_II.pdf (SS2012 e-book)
- http://blogs.msdn.com/b/dqs/ (Microsoft blog)
- http://technet.microsoft.com/en-us/sqlserver/hh830422 (training videos)
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Questions?
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