Microsoft master data services mds overview
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The document discusses master data management (MDM) as a critical component for creating a unified view of master data across systems within organizations. It highlights the challenges of inconsistent data, lack of stewardship, and the cost implications of poor data quality, while proposing a master data platform as the solution. The document also outlines the architecture and benefits of using SQL Server MDS for effective data management and processes.
Microsoft master data services mds overview
- 2. Mission Critical Platform CloudServer & Datacenter Empowered IT Pervasive Insight Dynamic Development Desktop & Mobile Information Platform Vision
- 3. Definitions • Master Data – Slowly changing reference data shared across systems • Master Data Management – An application for creating and maintaining an authoritative view of master data including policies and procedures for access, update, modification, viewing between systems across the enterprise People • Customers • Vendors • Sales people • Employees • Partners • Patients Things • Products • Organizational units • Recipes • Parts • Storage bins • Documents Places • Stores • Wells • Power lines • Geo areas • Warehouses Abstract • Contracts • Warranties • Time • Metrics • Securities
- 4. No single, trusted source of the truth No dimension maintenance capability Conflicting views of product, customer location, etc No system to maintain attributes Multiple stakeholders for the same record Inability to enforce data stewardship processes Inconsistencies cost – mistakes, incorrect reports, etc. Master Data Challenges
- 5. ERP - USA ERP - Europe Warehouse or analytic app Operational MDM – Difficulty coordinating multiple systems Analytic MDM – Difficulty managing dimensions • Which is the real XYZ Corp? • Resolve XYZ Corp’s address • Does product xrb019 = fft019? • Add 15 attributes to product xrb019 • Information workers can’t edit dimensions Analytic And Operational MDM SQL Server MDS – solving for both
- 6. Align to a single authoritative source Master Data Hub Master Data Platform Integrate Information with people and systems Stewardship Portal Stewardship Process
- 7. Master Data Platform Master Data Hub Stewardship Portal Stewardship Process Master Data Hub Hierarchy and attribute management Versioning Transaction logging Data quality and cleansing Stewardship Portal Master data maintenance Modeling Model documentation Import and export Stewardship Process Workflow Notifications Business rules Validation Master Data Platform API support for all operations Any domain Model deployment Security Capabilities
- 8. Aligning Systems With MDS MDM HubMatching Versioning Workflow Role-based Security Hierarchy Mgmt Boeing Master Data Stewardship Business Rules Purchasing DB Asset MgmtHR Doc Boeing Boeing Inc Boeing (Renton) Aut_Boeing Boein’
- 9. MDM Challenges Where is the real Boeing? Purchasing DB Asset MgmtHR Doc Boeing Boeing Inc Boeing (Renton) Aut_Boeing Boein’
- 10. MDM Scenarios MDM Boeing Merge/Match Versioning Workflow Approval Role Security Hierarchy Mgmt Master Data Stewardship Purchasing DB Asset MgmtHR Doc Boeing Boeing Inc Boeing (Renton) Aut_Boeing Boein’
- 11. • An authoritative source • Central storage and services – SQL Server database – WCF API • May serve as system of entry, system of record, or both • Any Domain • Features to support stewardship and integration Hub
- 12. Versioning – Defaults – Validations – Actions Versioning Transactions – Data changes – Annotations Optimistic member creation Data quality rules Hub Capabilities
- 13. VS Integration Model Definition – APIs for pre-built content – Model definition and data Any domain Model deployment – Beyond canned domains – Support unique requirements APIs for custom interfaces – Domain specific UIs – Application integrations Platform
- 14. Stewardship Portal • Master data management • Model management • Model documentation
- 15. Change notification Bulk extract Notification Approval request MDS Master Data Services Layer Stewardship Portal Create or change Data Warehouse Master Data DB Layer Example Stewardship Process SharePoint ERP
- 16. Case Study: Major Regional Bank Challenge: Cumbersome business process to manage cost centers and accounts impacting > 10 systems • Excel-based maintenance • Point-to-point update flows • Process based in e-mail • Expensive and prone to error Solution: • Single point of maintenance (+EDM) • Process changed to central management from point-to-point • Feeds built from MDM to subscribing systems Results: • Consistent dimensions across systems • 30 person days effort reduced to 2 • Staff reduced from 5 to 3
- 17. MDS Logical Architecture Win32 API .NET Framework 3.5 Data Access Business Logic Business Entities Translators (Business Entities ↔ Data Contracts) Data Contracts Service and Message Contracts Service Adapter HTTPServer Logging& Tracing Security WCF Service Implementation Public WCF Endpoint Win32 API .NET Framework 3.5 Configuration Manager Configuration Logic Configuration Library PowerShell cmdlets Stewardship UI Master Pages Common Controls Code Behinds ServiceMgmt SharePoint Server LOBi Shim Legend External Infrastructure Infrastructure Business Logic API UI SQL Server 2008 R2 SprocsUDFs SQL CLR Subscription Views Staging Tables SQLMail Notifications Service Broker Master data Model metadata Security data Audit history
- 18. © 2014 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.