Microsoft SQL Server 2008 R2 Master Data Services电子书

Microsoft SQL Server 2008 R2 Master Data Services

Table of Contents

Microsoft SQL Server 2008 R2 Master Data Services

Credits

Foreword

About the Authors

About the Reviewers

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Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Downloading the example code for this book

Errata

Piracy

Questions

1. Master Data Management

Master data

The need for Master Data Management

Manual updates

Different descriptions for the same attributes

Mergers and acquisitions

Master Data Management overview

Data quality

Operational and analytical Master Data Management

Analytical MDM

Operational MDM

Different approaches to Master Data Management

Transaction Hub

Registry

Hybrid

Data governance

Data stewardship

Politics and organizational changes

Summary

References

2. Master Data Services Overview

Master Data Services overview

Master Data Services architecture

MDS SQL Server database

Internet Information Services (IIS)

Master Data Manager

Accessing Master Data Manager

Explorer

Version Management

Integration Management

System Administration

User and Group Permissions

Summary

3. Installing and Configuring Master Data Services

Planning for a Master Data Services installation

Server topology

Database service account

Administrator account

Installing Master Data Services

Master Data Services Configuration Manager

Configuring Master Data Services for the first time

Database creation

Database settings

Web configuration

Installing sample models

Summary

4. Creating and Using Models

MDS object model overview

Models

Entities and attributes

Attributes

Domain attributes and relationships between entities

Creating an entity

Editing an entity

Members

The Master Data Manager Explorer

Adding a member

Editing a member

Deleting members

Annotating members

Transactions

Attribute Groups

Creating Attribute Groups

Using Attribute Groups

Hierarchies

Derived Hierarchies

Exploring Derived Hierarchies

Adding a member in a Derived Hierarchy

Explicit Hierarchies

Creating an Explicit Hierarchy

Consolidated members

Moving hierarchy members

Collections

Creating a collection

Master Data Services Metadata

Altering the default MDS Metadata

Viewing Metadata

User-defined Metadata

Summary

5. Version Management

Introduction to versions

The need for versions

The version interface

Version status

Creating and managing versions

Copying a version

Managing versions

Using versions

Validating versions

Member validation status

Validating a version

Locking, unlocking, and committing versions

Notifications

Locking versions

Unlocking versions

Committing versions

Managing Flags

Transactions

Summary

6. Importing Data into Master Data Services

The staging load process

Introduction

Staging tables

Data import security

Populating MDS step 1—populating the staging tables

Creating new members

Creating new collections

Adding members to collections

Updating member attributes

Deleting a member (or collection)

Populating MDS step 2—invoking the staging process

Populating MDS step 3—validating the model

Clearing the staging tables

Errors in the staging process

Success codes

Warning codes

Error codes

Automating the MDS load process with SSIS

Summary

7. Business Rules and Workflow

Introduction to MDS business rules

Running business rules

Technical overview

Conditions and actions

Conditions

Actions

Default Value

Change Value

Validation

External Action

Business rules user interface

Creating business rules

Creating the required attributes business rule

Model setup

Creating the Store Size business rules

Running the Store Size business rules

Notifications

Workflow and SharePoint

Setup

SharePoint site creation

Store approval business rule

Creating the Store approval business rule

Creating the SharePoint custom column

Creating the Visual Studio project

Designing the SharePoint workflow

Adding code to the workflow

Using section

Declaration section

Deploying the workflow solution

Running the SharePoint workflow

Summary

8. Extracting Data from Master Data Services

Introduction

Master data delivery

Subscription Views

Formats

Creating Subscription Views

Extracting leaf and consolidated members

Extracting Explicit Hierarchies

Extracting collections

Extracting Derived Hierarchies

Subscription View maintenance

Delivering master data using BizTalk

Example scenario background

Creating the sample databases

Creating the BizTalk project

Building the receive schema and port

Building the destination schema

Building the map

Deploying the BizTalk solution

Receive port

Send port

Testing the BizTalk solution

Summary

9. Application Programming Interface

Introduction to the MDS API

What is a WCF service?

Getting started with the Web Services API

Creating a Web Services project

Exploring MDS Metadata

MDS assemblies

Creating an MDS Assemblies project

Setting up an MDS connection

Creating an MDS SharePoint Web Part

Setup

Creating the Web Part

Deploying the Web Part

Retrieving data from MDS

SharePoint workflow integration

Deploying the workflow solution

Running the SharePoint workflow

Summary

10. Master Data Services Security

Master Data Services security overview

User and Group Administration

Adding a user

Editing a user

Maintaining groups

User and Group Permissions

Function permissions

Model permissions

Administrators

Assigning model permissions

Hierarchy Members permissions

Summary

Index