Microsoft master data services mds overview
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Transcript of Microsoft master data services mds overview
Mission Critical Platform
CloudServer & Datacenter
Empowered IT Pervasive Insight Dynamic Development
Desktop & Mobile
Information Platform Vision
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
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
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
Align to a single authoritative source
Master Data Hub
Master Data Platform
Integrate Information with people and
systems
Stewardship Portal
Stewardship Process
Master DataPlatform
Master DataHub
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
Aligning Systems With MDS
MDM
HubMatching
Versioning
Workflow
Role-based Security
Hierarchy Mgmt
Boeing
Master Data
Stewardship
Business Rules
Purchasing
DBAsset MgmtHR Doc
Boeing Boeing Inc Boeing
(Renton)
Aut_Boeing Boein’
MDM Challenges
Where is the real Boeing?
Purchasing
DBAsset MgmtHR Doc
Boeing Boeing Inc Boeing
(Renton)
Aut_Boeing Boein’
MDM Scenarios
MDM
Boeing
Merge/Match
Versioning
Workflow Approval
Role Security
Hierarchy Mgmt
Master Data
Stewardship
Purchasing
DBAsset MgmtHR Doc
Boeing Boeing Inc Boeing
(Renton)
Aut_Boeing Boein’
• 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
Versioning
– Defaults
– Validations
– Actions
Versioning
Transactions
– Data changes
– Annotations
Optimistic member creation
Data quality rules
Hub Capabilities
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
Change notification
Bulk extract
Notification
Approval request
MDS
Master Data Services Layer
Stewardship PortalCreate or change
Data
WarehouseMaster Data
DB Layer
Example Stewardship Process
SharePoint
ERP
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
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
HT
TP
Se
rve
rL
oggin
g &
Tra
cin
g
Se
cu
rity
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
ControlsCode Behinds
Se
rvic
e M
gm
tSharePoint
Server
LOBi Shim
Legend
External Infrastructure
Infrastructure
Business Logic
API
UI
SQL Server 2008 R2
SprocsUDFs
SQL CLR
Subscription Views
Staging Tables
SQ
L M
ail
Notificatio
ns
Service Broker
Master data
Model metadata
Security data
Audit history