SharePoint 2010 Managed Metadata vs SQL 2012 Master Data Services

©2011 Quest Software, Inc. All rights reserved.

Henry Ong

SharePoint Systems Administrator @ Quest Software

5/16/2012

A comparison of two enterprise taxonomy store solutions

SQL Master Data Services 2012 vs. SharePoint Managed Metadata Services

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AmericasEMEAAPJa

Sales/MrkgR&DSupport

178 CountriesAll VerticalsGlobal 200SMB

Database, Monitoring, Data Protection, User Workspace/Virtualization, Windows (SharePoint, AD, Messaging), Identity Mgmt

60 Offices, 3 HQs

3600+ Employees

100,000+ Customers

Quest Market Presence

Multiple Business Lines

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Agenda

• Brief overview of MMS & MDS

• Usage scenarios

• Pros/Cons

• MDS + SharePoint integration points

• Demos

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Brief: SP 2010 Managed Metadata Service

• Centralized enterprise repository for tag hierarchies and keywords

• Publish and subscribe model for distributed content types

• Promotes tagging ease of use and folksonomy

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Brief: SQL Server 2012 Master Data Services

• Centralized enterprise repository for tag hierarchies and keywords

• Used to implement Master Data Management

• Non-transactional “nouns” of the company

• Aligns data across systems

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Usage Scenarios: Managed Metadata Service

• Primarily used in SharePoint

• Capture social tagging

• Capture structured metadata

• Capture unstructured metadata/folksonomy

• Autocomplete suggestions

• Content Type Hub Syndications

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Usage Scenarios: Master Data Services

• System of record for other systems.

− Ex: Vendor drop down in procurement system may consume from list of vendors in MDS.

• Generation of Derived/Explicit Hierarchies

− Derived = hierarchies derived from relationships defined in the MDS Entities

– Ex: Product hierarchies that show what products belong to which BU.

− Explicit = hierarchies that are set without regard to relationships defined in MDS.

– Ex: Creation of alternate universes for modeling or reporting purposes.

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SP 2010 Managed Metadata Services

Pros

• Browser based management is easier vs. MDS

• Built in language variation capabilities

• More easily move, promote, deprecate, reuse terms.

• Integrated SharePoint column

• Easier to setup multi-level/many-to-many relationships

Cons

• No versioning

• No workflows/event hooks

• No UI for custom properties/attributes

• No concept of alternative hierarchies

• No offline/mass updating capabilities

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SQL 2012 Master Data Services

Pros

• Excel based management of data is awesome

• Versioning and transaction history logging

• Custom properties/attributes

• Field level security

• Browser based view creation for consuming applications

• Business rules & workflow integration

• Complete web services available OOTB

• Built in adapters for BizTalk integration

Cons

• Brand new platform/set of terminology to learn (from SP perspective)

• Workflow integration not mature

• Building multi-level/many-to-many relationships not as intuitive.

• To get anything out of it requires development

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SQL 2012 MDS + SharePoint Together

• MDS can initiate workflows in SharePoint

• Embed MDS inside of SharePoint

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Demo Time!

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Resources

• Overview and Training Videos

− http://msdn.microsoft.com/en-us/sqlserver/ff943581.aspx

• Creating Custom Workflows

− http://msdn.microsoft.com/en-us/library/hh270298.aspx

• MDS Code Samples

− http://sqlserversamples.codeplex.com/wikipage?title=SQL%20Server%202012%20Master%20Data%20Services%20&IsNewlyCreatedPage=true

• MSDN Forum for MDS

− http://social.technet.microsoft.com/Forums/en-US/sqlmds/threads

http://msdn.microsoft.com/en-us/sqlserver/ff943581.aspx



http://msdn.microsoft.com/en-us/library/hh270298.aspx

http://msdn.microsoft.com/en-us/library/hh270298.aspx

http://sqlserversamples.codeplex.com/wikipage?title=SQL%20Server%202012%20Master%20Data%20Services%20&IsNewlyCreatedPage=true




http://social.technet.microsoft.com/Forums/en-US/sqlmds/threads

http://social.technet.microsoft.com/Forums/en-US/sqlmds/threads

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Contact Information

• Twitter @henry_ong

• http://blog.henryong.com

• [email protected]

http://blog.henryong.com/

SharePoint 2010 Managed Metadata vs SQL 2012 Master Data Services

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