Master Data Services, Data Quality Services with SQL 2012-2014 and Excel

Have a full understanding of what the course intends to cover.

In this introductory module we will introduce the need for Master Data Management and discuss a number of high order concepts introducing the subject area.

What is Master Data Management?

The Need for Master Data Management

Data Quality

Master Data vs. Transactional Data

Master Data Management Team

Master Data Management Architectures

The MDM Extract-Transform-Load

There are no exercises for this module.

After completing this module, students will be able to:

Have a basic understanding of the concepts behind master data management.

In this module we will examine a master data management project implementation and describe the concept of the different systems involved. We will then move into key objects within MDS that are critically important for understanding MDS.

Project Implementation

Master Data Services Key Terms

Master Data Services Web Interface

Installing Master Data Services

Configuring Master Data Services

After completing this module, students will be able to:

Configure Master Data Services.

We touched on the basics of the MDS object model already and covered core concepts such as entities, attributes, members and hierarchies. In this module we will expand on that and take an in-depth look at all the objects in the MDS model. In addition we will examine modeling concepts and deployment.

Modeling Process

MDS Object - Model

The Model Object

Create Model and Entities

Adding Attributes Including Domain-Based Attributes

Adding a Member Via the Web Interface

Reversing a Transaction

Attribute Groups

Derived Hierarchies

Collections

After completing this module, students will be able to:

Create models and entities.

Add attributes including domain-based attributes.

Add a member via the web interface.

Reverse a transaction.

Create and configure attribute groups.

Create and configure derived hierarchies.

Create and configure collections.

The objective of this module is to learn how to load data into MDS.

MDS Entity-Based Staging

Create a Leaf Member with T-SQL

Delete a Member with the Web Interface and Examine Results in SSMS

Viewing Errors in Batch Files

Loading Leaf Members with SQL Server Integration Services and Flat Files

After completing this module, students will be able to:

Create a leaf member with T-SQL.

Delete a member with the web interface and examine results in SSMS.

View errors in batch files.

Load leaf members with SQL Server Integration Services and flat files.

In this module we will learn how to work with versions. The ability to version MDS models enables functionality such as what if scenarios, testing and others.

Understanding Versions

Web Interface

Version Statuses

Copying a Version

Locking. Unlocking and Committing Versions

Version Flags

Ancestry

Validating Versions

Versions

After completing this module, students will be able to:

Create and configure versions.

The goal of this module is to gain an understanding of the business rules interface and how to implement business rules into your model. It is important that you know the interface requires some getting used to and is perhaps not the friendliest interface that you have ever used. Pay particular attention to how often you need to save your business rules.

Business Rules Overview

How to Create a Business Rule

Conditions and Actions

Publish a Business Rule

Validation Issues

Business Rules Interface

Create a Business Rule

Populate a Value Based on Another Value

Validation Issues

After completing this module, students will be able to:

Navigate the business rules interface.

Create a business rule.

Populate a value based on another value.

Explore and fix validation issues.

The goal this module is to gain an understanding of the security in MDS. The security in some ways follows other security paradigms that you may be used to. Such as the concept of read, write, and deny permissions. However, the concepts such as granting permission to the model object for all groups of users so they can view the model may be foreign to you. Also make sure that you understand that MDS does not control security; that it is controlled by active directory. It is within active directory that the passwords and usernames are stored along with the user groups.

Master Data Services Security Overview

Users and Groups

Administrators

Permission Levels

Best Practices

Setting up Security in MDS

After completing this module, students will be able to:

Set up security in MDS.

The objective of this module is that you understand the types of subscription views that are available.

Subscription Views

Formats

How Subscribing Systems Can Extract Data

Creating Views

Creating a Subscription View

After completing this module, students will be able to:

Create and configure a subscription view.

The objective of this module is to help you understand the Excel Master Data Services Add-in, which is the best feature that was added with the SQL 2012 release.

Creating Connections

Publishing Data

Filtering Data

Saving a Query

Create an Entity From Data

Settings

Creating a Connection

Publishing Data

Filtering Data

Saving a Query

Create an Entity From Data

After completing this module, students will be able to:

Create a connection to an MDS database using Excel.

Publish data to an MDS database using Excel.

Filter data using Excel.

Save a query to Excel.

Create an entity from data in Excel.

The objective of this module is for you to understand Data Quality Services and how to use it in conjunction with Master Data Services.

Architecture

Data Quality Cleansing

Microsoft Data Quality Solution

Create a New Knowledge Base

DQS Quality Cleansing Project

After completing this module, students will be able to:

Create a new knowledge base.

Create a DQS Quality Cleansing Project.