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E-raamat: Microsoft SQL Server 2008 R2 Master Data Services

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  • Formaat: 352 pages
  • Ilmumisaeg: 22-Mar-2011
  • Kirjastus: Osborne/McGraw-Hill
  • Keel: eng
  • ISBN-13: 9780071756242
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Microsoft SQL Server 2008 R2 Master Data ServicesSuurem pilt
  • Formaat: 352 pages
  • Ilmumisaeg: 22-Mar-2011
  • Kirjastus: Osborne/McGraw-Hill
  • Keel: eng
  • ISBN-13: 9780071756242
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Effectively manage master data and drive better decision making across your enterprise with detailed instruction from two MDS experts. Microsoft« SQL Server« 2008 R2 Master Data Services: Implementation & Administration shows you how to use MDS to centralize the management of key data within your organization. Find out how to build a MDS model, establish hierarchies, govern data access, and enforce business rules. Legacy system integration and security are also covered. Real-world programming examples illustrate the material presented in this comprehensive guide.

Create a process-agnostic solution for managing your business domains

Learn how to take advantage of the data modelling capabilities of MDS

Manage hierarchies and consolidations across your organization

Import data by using SQL Server Integration Services and T-SQL statements

Ensure data accuracy and completeness by using business rules and versioning

Employ role-based security at functional, object, and attribute levels

Design export views and publish data to subscribing systems

Use Web services to programmatically interact with your implementation

Best Practices for Deploying and Managing Master Data Services (MDS)

Effectively manage master data and drive better decision making across your enterprise with detailed instruction from two MDS experts. Microsoft SQL Server 2008 R2 Master Data Services Implementation & Administration shows you how to use MDS to centralize the management of key data within your organization. Find out how to build an MDS model, establish hierarchies, govern data access, and enforce business rules. Legacy system integration and security are also covered. Real-world programming examples illustrate the material presented in this comprehensive guide.

  • Create a process-agnostic solution for managing your business domains
  • Learn how to take advantage of the data modeling capabilities of MDS
  • Manage hierarchies and consolidations across your organization
  • Import data by using SQL Server Integration Services and T-SQL statements
  • Ensure data accuracy and completeness by using business rules and versioning
  • Employ role-based security at functional, object, and attribute levels
  • Design export views and publish data to subscribing systems
  • Use Web services to progrmmatically interact with your implementation
Foreword xv
Acknowledgments xvii
Introduction xix
Chapter 1 Introduction to Master Data Services 1(10)
What Is Master Data Management?
2(1)
History of Master Data Management
3(1)
An Overview of Master Data Management Solutions
3(3)
Shortcomings of ERP Systems as MDM Solutions
4(1)
Specialized Master Data Management Solutions
5(1)
Catering to the Titans
6(1)
Microsoft's Solution to Master Data Management
6(2)
What Master Data Services Delivers
6(2)
The Value Proposition
8(1)
About the Sample Company
8(1)
Summary
9(2)
Chapter 2 Installation and Configuration 11(30)
Determining the Initial Scope of Your Project
12(3)
About the Main Street Clothing Company Implementation
14(1)
Preparing the Web Server
15(3)
Windows 7 Web Application Requirements
15(1)
Windows Server 2008 R2 Web Application Requirements
15(3)
Installing Master Data Services
18(3)
Procedure: Install Master Data Services
18(2)
About MDS Configuration Manager
20(1)
Creating an MDS Database
21(5)
Procedure: Create an MDS Database
21(4)
About System Settings
25(1)
Creating the Master Data Manager Web Application
26(10)
Procedure: Create a Master Data Manager Web Site (Optional)
27(3)
Procedure: Create a Master Data Manager Web Application
30(2)
Procedure: Associate the MDS Database with the Web Application
32(4)
Securing Your Web Application
36(1)
Getting the Latest Version of MDS
37(3)
Summary
40(1)
Chapter 3 Starting an MDS Project 41(14)
How Do I Know Master Data When I See It?
42(1)
Business Process Models
42(2)
System Roles
44(1)
System of Entry
44(1)
System of Record
44(1)
Subscribing System
45(1)
Mapping the Data
45(2)
Determining What to Do with Duplicate Records
46(1)
Determining Which Attributes to Manage
46(1)
The Main Street Clothing Company Example
47(3)
Finding a Data Steward
47(1)
Leveraging the Business Process Models
47(1)
Filling in the Gaps
48(2)
Determining System Types
50(2)
Cleansing Data for Initial Import into MDS
52(1)
Summary
53(2)
Chapter 4 Creating Your Model 55(38)
MDS Modeling Concepts
56(1)
Building a Model
57(1)
Deploying a Model
58(4)
Procedure: How to Deploy a Model
59(3)
About Models
62(4)
About Main Street Clothing Company's Models
62(1)
Procedure: How to Create a Model
62(4)
About Entities
66(4)
About Main Street Clothing Company's Entities
66(1)
Procedure: How to Create an Entity
66(4)
About Members
70(4)
About Main Street Clothing Company's Members
71(1)
Procedure: How to Add a Member
71(3)
About Attributes
74(9)
About Main Street Clothing Company's Attributes
74(1)
Procedure: How to Create an Attribute
74(4)
Procedure: How to Create a Domain Based Attribute
78(5)
About Attribute Groups
83(7)
About Main Street Clothing Company's Attribute Groups
83(1)
Procedure: How to Create an Attribute Group
84(4)
Procedure: How to Reorder Attribute Groups
88(2)
Using Web Services
90(2)
Creating a Model
90(1)
Creating an Entity
91(1)
Creating an Attribute
91(1)
Summary
92(1)
Chapter 5 Integrating Master Data Services with Other Systems 93(34)
Staging Architecture
94(1)
Preparing Data for Import
95(1)
Security in Staging
95(1)
System Settings
96(1)
Loading Members
96(5)
About Main Street Clothing Company's Staging Process
97(1)
tblStgMember Fields
98(1)
Member Staging Examples
99(2)
Loading Attributes
101(4)
tblStgMemberAttribute Fields
102(1)
Attribute Staging Examples
103(1)
Using Staging to Deactivate and Reactivate Members
104(1)
Loading Relationships
105(4)
tblStgRelationship Fields
106(1)
Relationship Staging Examples
107(2)
Importing Data into the Staging Tables
109(2)
Procedure: How to Import Data into SQL Server by Using SSIS
109(2)
Initiating the Staging Process
111(4)
Procedure: How to Use Master Data Manager to Initiate the Staging Process
112(2)
Procedure: How to Use Stored Procedures to Initiate the Staging Process
114(1)
Using Web Services to Stage Data
115(3)
Creating Batches
116(1)
Initiating the Staging Process
116(1)
Clearing Batches
117(1)
Errors that Occur During Staging
118(6)
Procedure: How to View Staging Errors in the Web Application
118(1)
Member Staging Errors
119(1)
Attribute Staging Errors
120(2)
Relationship Staging Errors
122(2)
Viewing the Staging Batch Table
124(2)
Procedure: How to Clear the Staging Queue
126(1)
Summary
126(1)
Chapter 6 Working with Hierarchies and Collections 127(32)
Ragged vs. Level-Based Hierarchies
129(2)
Derived Hierarchies
129(1)
Explicit Hierarchies
129(1)
Derived vs. Explicit: Which Hierarchy Is Best?
130(1)
Creating Derived Hierarchies
131(7)
Procedure: How to Create a Derived Hierarchy
131(3)
Procedure: How to Create a Three-Level Derived Hierarchy
134(3)
Hiding Levels
137(1)
System Settings for Hierarchies
138(1)
Number of Members in the Hierarchy by Default
138(1)
Show Names in Hierarchy by Default
138(1)
Creating Explicit Hierarchies
138(6)
Non-mandatory Explicit Hierarchies
138(1)
Mandatory Explicit Hierarchies
138(2)
Procedure: How to Create an Explicit Hierarchy
140(4)
Recursive Hierarchies
144(4)
Procedure: How to Create a Recursive Hierarchy
144(4)
Derived Hierarchies with Explicit Caps
148(2)
Procedure: How to Create a Derived Hierarchy with an Explicit Cap
148(2)
Collections
150(5)
Limitations of Collections
151(1)
Procedure: How to Create a Collection
151(4)
Creating Hierarchies by Using Web Services
155(2)
Creating a Derived Hierarchy with the MetadataCreate Operation
155(2)
Summary
157(2)
Chapter 7 Working with Master Data 159(26)
Viewing the Base Entity
160(1)
Finding Data by Filtering
161(4)
Operators
163(1)
Using Similarity Level
163(2)
Sorting and Pagination
165(1)
Sorting
165(1)
Pagination
165(1)
Editing Attributes
165(4)
Edit One Attribute for One Member
166(1)
Edit One Attribute for Multiple Members
167(1)
Edit Multiple Attributes for One Member
168(1)
Exporting Members
169(1)
Working with Data in Hierarchies
170(6)
Moving Members by Dragging and Dropping
170(1)
Moving Members by Using the Clipboard
171(3)
Moving Members in a Derived Hierarchy by Updating Attribute Values
174(2)
Transactions
176(2)
Reviewing Transactions
177(1)
Reversing Transactions
177(1)
Annotations
178(3)
Annotating Members
178(2)
Annotating Transactions
180(1)
Metadata
181(1)
Using Web Services to Work with Members
181(3)
Retrieving Members
181(1)
Creating and Updating Members
182(2)
Summary
184(1)
Chapter 8 Using Business Rules 185(48)
Business Rules Overview
186(1)
Business Rule Structure
186(1)
Business Rule Workflow
187(1)
Creating a Business Rule
187(1)
Configuring a Rule's Expression
188(19)
Procedure: How to Require Attribute Values
189(3)
Deleting a Condition or Action
192(1)
More Expression Examples
193(11)
Creating Your Own Expressions
204(3)
Publishing Business Rules
207(1)
Procedure: How to Publish a Business Rule
207(1)
Business Rule Statuses
208(1)
Applying Business Rules
208(3)
Procedure: How to Apply Business Rules in Explorer
209(1)
Resolving Validation Issues in Explorer
210(1)
Procedure: How to Validate a Version
211(1)
Other Business Rule Tasks
211(3)
Procedure: How to Change the Rule Name and Description
211(1)
Procedure: How to Set the Rule's Priority Order
212(1)
Procedure: How to Exclude Business Rules
213(1)
Configuring E-Mail Notifications
214(3)
Procedure: How to Configure E-Mail Notifications
214(2)
Procedure: How to Configure a Business Rule to Send E-Mail
216(1)
Creating and Triggering Workflows
217(11)
Creating a Workflow in MDS
217(7)
Triggering an External Workflow
224(4)
Using Web Services to Manage Business Rules
228(3)
Getting a List of Rules
229(1)
Creating a Business Rule
229(2)
Summary
231(2)
Chapter 9 Creating Versions of Data 233(20)
Versions Overview
234(3)
Changing the Structure of Your Model
235(1)
Committing Versions
235(1)
Versioning for Main Street Clothing Company
235(2)
Updating Your Version Name and Description
237(1)
Procedure: How to Change the Version Name and Description
237(1)
Version Statuses
238(1)
Procedure: How to Lock a Version
238(1)
Validating a Version
239(3)
Procedure: How to Validate a Version
239(2)
Procedure: How to Resolve Validation Issues
241(1)
Reviewing and Reversing Transactions
242(1)
Committing and Copying a Version
242(3)
Procedure: How to Commit a Version
242(1)
Procedure: How to Reopen a Committed Version
243(1)
Procedure: How to Copy a Version
244(1)
Version Flags
245(2)
Procedure: How to Create a Version Flag and Assign It to a Version
245(2)
Viewing a Version's Ancestry
247(1)
Procedure: How to Delete a Version
248(1)
Using Web Services to Work with Versions
248(3)
Returning a List of Versions
249(1)
Changing the Version Status
249(2)
Summary
251(2)
Chapter 10 Using Metadata 253(12)
The Metadata Model
254(5)
What Happens When Model Objects Are Added or Deleted
254(1)
Metadata for Entities
255(3)
Metadata for Attributes
258(1)
Metadata for Attribute Groups
258(1)
Metadata for Hierarchies
259(1)
Metadata for Models
259(1)
Adding Metadata
259(1)
Extending the Metadata Model
260(1)
Limitations of the Metadata Model
261(1)
Using Web Services with Metadata
261(3)
Determining the Metadata Member Code
261(2)
Getting Metadata for a Model, Entity, or Attribute
263(1)
Summary
264(1)
Chapter 11 Implementing Security 265(46)
Security Overview
266(1)
Users and Groups
267(2)
Procedure: How to Add a Group
268(1)
Administrators
269(2)
Procedure: How to Change the Administrator Account
270(1)
Testing Permissions
271(1)
Functional Area Permissions
272(2)
Procedure: How to Assign Functional Area Permissions
273(1)
Model Object Permissions
274(20)
Quick Facts About Model Object Permissions
275(1)
Best Practice for Model Object Permissions
275(1)
Procedure: How to Assign Model Object Permissions
275(3)
Procedure: How to Delete Model Object Permissions
278(1)
Access to Entities
278(2)
Access to Leaf Member Attributes
280(1)
Access to Individual Attributes
281(3)
Access to an Explicit Hierarchy
284(2)
Access to Collections
286(1)
Access to Other Model Objects
287(6)
Deny Permissions
293(1)
Navigational Access
293(1)
Deleting Permissions
294(1)
Hierarchy Member Permissions
295(5)
Quick Facts About Hierarchy Member Permissions
296(1)
Procedure: How to Assign Hierarchy Member Permissions
296(3)
Procedure: How to Apply Hierarchy Member Security Immediately
299(1)
Determining Which Permissions Apply
300(4)
Combining Permissions
300(2)
Combining Users and Groups
302(2)
Setting Security by Using Web Services
304(5)
Retrieving Users and Groups
304(1)
Retrieving User or Group Permissions
305(1)
Adding Users and Groups
306(1)
Assigning Permissions
307(2)
Summary
309(2)
Chapter 12 Publishing Data to External Systems 311(12)
Exporting Data to Subscribing Systems
312(1)
Subscription View Formats
312(1)
Common View Architecture
313(3)
Procedure: How to Create a Subscription View
314(1)
Viewing a Subscription View in SQL Server
315(1)
Subscription Views and Model Deployment
316(1)
Creating a Subscription View with Web Services
316(2)
Creating Entity Views
316(1)
Creating Derived Hierarchy Views
317(1)
Deleting Views
318(1)
How Main Street Clothing Company Uses Subscription Views
318(4)
Procedure: How to Export Subscription View Data
319(3)
Summary
322(1)
Chapter 13 Extending MDS with Web Services 323(24)
Exposing the Web Service
324(1)
Procedure: How to Enable the Web Service
324(1)
Exposing the WSDL
325(1)
Procedure: How to Enable the WSDL
326(1)
Creating an MDS Project in Visual Studio
326(3)
Procedure: How to Create an MDS Web Service Application
326(3)
Creating an Abstraction Layer
329(1)
MDS Web Service Operations
329(5)
Members
330(1)
Bulk Operations
330(1)
Validation
331(1)
Transactions
331(1)
Annotations
331(1)
Subscription Views
332(1)
Metadata Structures
332(1)
Security
332(1)
Business Rules
333(1)
System Settings
333(1)
User Preferences
334(1)
Miscellaneous Operations
334(1)
The Most Frequently Used Operations
334(11)
Searching for Members
334(4)
Understanding the EntityMembers Object
338(1)
Summarizing Member Data
338(1)
Working with Metadata
338(2)
Validating Records in MDS
340(4)
Managing Transactions
344(1)
Handling Errors in the Web Service
345(1)
Summary
346(1)
Index 347
Tyler Graham is a Senior Program Manager with the Microsoft Master Data Services team and a regular speaker on a number of Master Data Management topics. Before joining Microsoft, Tyler was the lead consultant of over 20 analytical MDM implementations. He has more than 10 years in the industry.





Suzanne Selhorn is a technical writer living in Seattle. She was a major contributor to the Master Data Services Books Online content for SQL Server 2008 R2.
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