Master Data Services - .microsoft
Master Data ServicesSQL Server 2012 Books OnlineSummary: Master Data Services (MDS) is the SQL Server solution for master datamanagement. Master data management (MDM) describes the efforts made by anorganization to discover and define non-transactional lists of data, with the goal ofcompiling maintainable master lists. An MDM project generally includes an evaluationand restructuring of internal business processes along with the implementation of MDMtechnology. The result of a successful MDM solution is reliable, centralized data that canbe analyzed, resulting in better business decisions.Category: ReferenceApplies to: SQL Server 2012Source: SQL Server Books Online (link to source content)E-book publication date: June 2012
Copyright 2012 by Microsoft CorporationAll rights reserved. No part of the contents of this book may be reproduced or transmitted in any form or by any meanswithout the written permission of the publisher.Microsoft and the trademarks listed lectualProperty/Trademarks/EN-US.aspx are trademarks of theMicrosoft group of companies. All other marks are property of their respective owners.The example companies, organizations, products, domain names, email addresses, logos, people, places, and eventsdepicted herein are fictitious. No association with any real company, organization, product, domain name, email address,logo, person, place, or event is intended or should be inferred.This book expresses the author’s views and opinions. The information contained in this book is provided without anyexpress, statutory, or implied warranties. Neither the authors, Microsoft Corporation, nor its resellers, or distributors willbe held liable for any damages caused or alleged to be caused either directly or indirectly by this book.
ContentsMaster Data Services . 8What's New . 9Backward Compatibility . 11Deprecated Master Data Services Features in SQL Server 2012 . 12Discontinued Master Data Services Features in SQL Server 2012 . 12Master Data Services Features and Tasks . 14Master Data Services Overview. 15Master Data Services Add-in for Microsoft Excel. 20Connections (MDS Add-in for Excel) . 22Connect to an MDS Repository (MDS Add-in for Excel) . 23Loading Data (MDS Add-in for Excel) . 24Filter Data before Loading (MDS Add-in for Excel) . 25Load Data from MDS into Excel . 26Filter Dialog Box (MDS Add-in for Excel) . 27Reorder Columns (MDS Add-in for Excel) . 30Shortcut Query Files (MDS Add-in for Excel). 31Save a Shortcut Query File (MDS Add-in for Excel). 32Email a Shortcut Query File (MDS Add-in for Excel) . 33Refreshing Data (MDS Add-in for Excel) . 33Publishing Data (MDS Add-in for Excel). 34Publish Data from Excel to MDS (MDS Add-in for Excel). 36Delete a Row (MDS Add-in for Excel) . 37View All Annotations or Transactions for a Member (MDS Add-in for Excel). 37Combine Data (MDS Add-in for Excel). 38Validating Data (MDS Add-in for Excel) . 39Apply Business Rules (MDS Add-in for Excel) . 40Data Quality Matching in the MDS Add-in for Excel . 41Match Similar Data (MDS Add-in for Excel) . 42Data Quality Matching Columns (MDS Add-in for Excel) . 43Building a Model (MDS Add-in for Excel) . 44Create an Entity (MDS Add-in for Excel). 46Create a Domain-based Attribute (MDS Add-in for Excel). 47Change the Attribute Type (MDS Add-in for Excel) . 49Setting Properties for Master Data Services Add-in for Excel . 49Models. 52Create a Model. 55Change a Model Name . 56Delete a Model. 57
Entities . 57Create an Entity. 60Enable an Entity for Explicit Hierarchies and Collections . 61Change an Entity Name . 62Delete an Entity . 63Attributes. 64Create a Text Attribute . 67Create a Numeric Attribute . 68Create a Date Attribute . 70Create a Link Attribute . 71Create a File Attribute. 73Change an Attribute Name . 74Delete an Attribute . 75Change the Order of Attributes . 76Domain-Based Attributes. 76Create a Domain-Based Attribute. 78Attribute Groups. 79Create an Attribute Group . 80Make an Attribute Group Visible to Users . 82Change an Attribute Group Name . 83Delete an Attribute Group . 84Importing Data . 84Load or Update Members in Master Data Services by Using the Staging Process. 87Deactivate or Delete Members by Using the Staging Process . 88Move Explicit Hierarchy Members by Using the Staging Process . 89View Errors that Occur During the Staging Process. 90Leaf Member Staging Table . 91Consolidated Member Staging Table. 94Relationship Staging Table . 96Staging Stored Procedure. 98Staging Process Errors . 100Import Statuses . 103Members . 103Create a Leaf Member . 105Create a Consolidated Member. 106Delete a Member or Collection. 107Reactivate a Member or Collection . 108Move Members within a Hierarchy . 109Filter Operators . 110Reserved Words. 113Automatic Code Creation . 114
Automatically Generate Code Attribute Values. 116Automatically Generate Attribute Values Other Than Code . 116Business Rules . 118Create and Publish a Business Rule. 120Add Multiple Conditions to a Business Rule. 122Require Attribute Values . 123Change a Business Rule Name. 124Configure Business Rules to Send Notifications . 125Validate Specific Members against Business Rules . 126Exclude a Business Rule . 127Delete a Business Rule . 128Business Rule Conditions . 129Business Rule Actions . 131Change Tracking . 135Add Attributes to a Change Tracking Group . 136Initiate Actions Based on Attribute Value Changes . 137Notifications . 138Configure Email Notifications . 140Transactions . 140Reverse a Transaction . 142Annotations . 143Annotate a Transaction . 143Hierarchies . 144Explicit Hierarchies . 147Create an Explicit Hierarchy. 150Change an Explicit Hierarchy Name . 151Delete an Explicit Hierarchy. 151Derived Hierarchies . 152Recursive Hierarchies . 155Derived Hierarchies with Explicit Caps . 158Create a Derived Hierarchy. 160Hide or Delete Levels in a Derived Hierarchy . 161Change a Derived Hierarchy Name . 162Delete a Derived Hierarchy . 163Collections . 163Create a Collection. 165Add Members to a Collection . 165Exporting Data. 166Create a Subscription View. 167Delete a Subscription View. 168Subscription View Formats . 169
Versions . 170Change a Version Name . 172Lock a Version . 173Unlock a Version. 174Commit a Version. 174Create a Version Flag . 175Change a Version Flag Name . 176Assign a Flag to a Version. 176Copy a Version . 177Delete a Version. 178Validation . 179Validate a Version against Business Rules . 181Validation Statuses . 182Validation Stored Procedure. 183Metadata . 184Add Metadata. 185Deploying Models. 186Create a Model Deployment Package by Using the Wizard. 188Create a Model Deployment Package by Using MDSModelDeploy . 189Model Deployment Options . 191Deploy a Model Deployment Package by Using the Wizard . 192Deploy a Model Deployment Package by Using MDSModelDeploy . 194Edit a Model Deployment Package . 196Security. 197Administrators . 199Create a Model Administrator . 201Change the System Administrator Account . 202Users and Groups . 203Add a User . 203Add a Group . 204Change a User's Email Address . 205Delete Users or Groups . 205Functional Area Permissions . 206Assign Functional Area Permissions . 207Model Object Permissions . 207Assign Model Object Permissions. 208Delete Model Object Permissions . 209Model Permissions. 210Entity Permissions . 211Leaf Permissions . 211Consolidated Permissions . 213Collection Permissions . 214Navigational Access. 215
Hierarchy Member Permissions . 216Assign Hierarchy Member Permissions. 218Immediately Apply Member Permissions . 219Delete Hierarchy Member Permissions . 220How Permissions Are Determined . 220Overlapping Model and Member Permissions . 223Overlapping User and Group Permissions. 225Test a User's Permissions . 227Technical Reference . 227Master Data Services Configuration Manager . 227Master Data Services Server Configuration Page (Configuration Manager) . 228Database Configuration Page (Master Data Services Configuration Manager) . 228Connect to a Master Data Services Database Dialog Box . 230Create Database Wizard (Master Data Services Configuration Manager) . 233Upgrade Database Wizard (Master Data Services Configuration Manager) . 236Create Database Mail Profile and Account Dialog Box (Master Data Services ConfigurationManager) . 237Web Configuration Page (Master Data Services Configuration Manager). 240Create Web Application Dialog Box (Master Data Services Configuration Manager) . 242Create Website Dialog Box (Master Data Services Configuration Manager) . 244Web Configuration Reference . 248Master Data Services Database.
Master Data Services SQL Server 2012 Books Online Summary: Master Data Services (MDS) is the SQL Server solution for master data management. Master data management (MDM) describes the efforts made by an organization to discover and define nontransactional lists of data, with the goal of - compiling maintainable master lists.
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* Microsoft SQL Server Master Data Services is a Master Data Management (MDM) product from Microsoft, which will ship as a part of the Microsoft SQL Server database.Originally code-named Bulldog, Master Data Services is the rebranding of the Stratature MDM product titled EDM, which Microsoft acquired in June 2007.
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Master Data Services SQL Server 2012 Books Online Summary: Master Data Services (MDS) is the SQL Server solution for master data management. Master data management (MDM) describes the efforts made by an organization to discover and define nontransactional lists of data, with the goal of - compiling maintainable master lists.
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