Master Data Management with

SQL Master Data Services (MDS) and Maestro

Pam Matthews – Profisee – Pam.Matthews@Profisee.com
Joe Collins – Profisee – Joe.Collins@Profisee.com

www.profisee.com STRICTLY CONFIDENTIAL © 2015

2016 Profisee Group, Inc.
Defining Master Data

• Introduction
• What is Master Data & Why You Need to Manage it

• SQL Master Data Services (MDS) Overview

• MDS & Maestro in Action – Creating the Golden Record

• Getting Started

STRICTLY CONFIDENTIAL © 2015 Profisee Group, Inc.

What is Master Data?
Product Master Data Partner Customer Master Data
Order Order Item Item Item Unit Order Sub Seller Customer Shipping
Date Number Number Name Description Price Quantity Total Name Name Address
Fabrikam Super Automatic
06/12/2015 213-81154 805049 CoffeeSpot Super-Auto 169.99 1 169.99 eJava Alex Beck 1 Weaving Ct, Araluen, NT 0870
CoffeeSpot, Black 12 Cup
Contoso compact electric Calvin 143-201 Walker St, Townsville City,
06/05/2015 138-29984 509680 CoffeeQuaker4 W 25.00 10 250.00 CafeCom
CoffeeQuaker, White 4 Cup Zeng QLD 4810
Aworks deluxe espresso Manda 17B Papanui Rd, Merivale,
05/30/2015 104-12072 771705 CappuSpresso DeluX 745.99 3 2237.97 JoeOnline
cappuccino complete Carr Christchurch 8014, New Zealand

Litware top-line BrewElite

508149 BrewElite K138 269.99
espresso/cappuccino maker LainerJoe ALEC BECK 1 WEAVIN CT NRTHRN TERR 0871

Aworks two cup hot water,

118428 CoffeeTeaMee Double 45.99 eTea.com Mel Mullin 20 Sims St, Sandringham, VIC 3191
coffee, tea maker - tabletop
Fabrikam single cup JavaJuice Riley Sims 9 Barnett St, S. Penrith, NSW 2750
700871 JoltExpress Single Cup 15.95
espresso french press
NW Traders 12 cup Mt.Morn Lars Mont 13 Leeds St, Wellington 6011, NZ
803327 MorningMaker 12-Cup 35.00
MorningMaker auto-start
ElFelix Jay Choco 5 Holder St, Turner, ACT 2612
Contoso automatic
133095 MrsKaffe Autobrew 25.00
MrsKaffee, 8-cup Blk
Groundz JC Cropp 216 Moggill Rd, Taringa, QLD 4068
Litware digital pod brewer,
647114 PowerPod DigiBrewer 129.99
Mocha 12 Cup
Kaffeine Glen Nels 4 Kendor St, Arundel, QLD 4214
Contoso ultra-deluxe 4 cup
224899 Station Caffeination 4c 250.00
full Caffeination station Café W Bryce Long 5 Holder St, Turner, ACT 2612
ImportIt automatic deluxe
876895 ThermalBrew Auto 138.99 Cafe101 Sara Smyth 10 Seale Clos, Duncraig, WA 6023
coffee maker ThermalBrew

STRICTLY CONFIDENTIAL © 2015 Profisee Group, Inc.

Master Data is Pervasive, But Not Always Consistent
Product Master Data Partner Customer Master Data
Order Order Item Item Item Unit Order Sub Seller Customer Shipping
Date Number Number Name Description Price Quantity Total Name Name Address
Fabrikam Super Automatic
06/12/2015 213-81154 805049 CoffeeSpot Super-Auto 169.99 1 169.99 eJava Alex Beck 1 Weaving Ct, Araluen, NT 0870
CoffeeSpot, Black 12 Cup
Contoso compact electric Calvin 143-201 Walker St, Townsville City,
06/05/2015 138-29984 509680 CoffeeQuaker4 W 25.00 10 250.00 CafeCom
CoffeeQuaker, White 4 Cup Zeng QLD 4810
Aworks deluxe espresso Manda 17B Papanui Rd, Merivale,
05/30/2015 104-12072 771705 CappuSpresso DeluX 745.99 3 2237.97 JoeOnline
cappuccino complete Carr Christchurch 8014, New Zealand

Litware top-line BrewElite

508149 BrewElite K138 269.99
espresso/cappuccino maker LainerJoe ALEC BECK 1 WEAVIN CT NRTHRN TERR 0871

Aworks two cup hot water,

118428 CoffeeTeaMee Double 45.99 eTea.com Mel Mullin 20 Sims St, Sandringham, VIC 3191
coffee, tea maker - tabletop
Fabrikam single cup JavaJuice Riley Sims 9 Barnett St, S. Penrith, NSW 2750
700871 JoltExpress Single Cup 15.95
espresso french press
NW Traders 12 cup Mt.Morn Lars Mont 13 Leeds St, Wellington 6011, NZ
803327 MorningMaker 12-Cup 35.00
MorningMaker auto-start
ElFelix Jay Choco 5 Holder St, Turner, ACT 2612
Contoso automatic
133095 MrsKaffe Autobrew 25.00
MrsKaffee, 8-cup Blk
Groundz JC Cropp 216 Moggill Rd, Taringa, QLD 4068
Litware digital pod brewer,
647114 PowerPod DigiBrewer 129.99
Mocha 12 Cup
Kaffeine Glen Nels 4 Kendor St, Arundel, QLD 4214
Contoso ultra-deluxe 4 cup
224899 Station Caffeination 4c 250.00
full Caffeination station Café W Bryce Long 5 Holder St, Turner, ACT 2612
ImportIt automatic deluxe
876895 ThermalBrew Auto 138.99 Cafe101 Sara Smyth 10 Seale Clos, Duncraig, WA 6023
coffee maker ThermalBrew

STRICTLY CONFIDENTIAL © 2015 Profisee Group, Inc.

Defining Master Data

Nouns/entities that
uniquely define your
business
Describes transactions or
Non-transactional data
other entities

Attributes, properties,
Slowly changing
Relevant reference data relationships about
(relative to transaction rate)
master data

Data Worth Managing

STRICTLY CONFIDENTIAL © 2015 Profisee Group, Inc.

Master Data Examples
People Things Locations Artifacts

Customers Assets Agencies Accounts

Employees Bill of Materials Branches Certifications

Partners Business Units Facilities Contracts

Patients Equipment Franchisees Financials

Suppliers Media Geo Areas Policies

Vendors Products Stores Reference Data

STRICTLY CONFIDENTIAL © 2015 Profisee Group, Inc.

Why Do We Need To Manage Master Data?
ENHANCE S TA N DA R D I Z E C L EA N S E M ATC H

No system to maintain
No single version Conflicting views
attributes, dimensions,
of truth of customer, product, …

D E - D U P L I C AT E
relationships
I N T EG R AT E

Inconsistent data costs

Multiple stakeholders Inability to govern
– mistakes, incorrect
for a single record data stewardship
reports, etc.

ACCESS PUBLISH HARMONIZE MASTER

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Centralise  Standardise  Validate  Integrate
Data Warehouse
Data Mart

Applications
Big Data

Account Organisation
Currency Product
Customer Store
Department Reseller
Employee Sales Channel
Geography Sales Territory
Business Intelligence
Domain Lists

Enterprise Resource Planning

General Ledger

Customer Relationship Management STRICTLY CONFIDENTIAL © 2015 Profisee Group, Inc.

Master Data Management  Data Integrity
Data Warehouse
Data Mart

Applications
Big Data

Data Stewardship Data Cleansing

Role-Based Security Data Deduplication
Personalisation Golden Record Creation
Hierarchy Management Integration (Batch; RT)
Business Rules Workflow
App Dev & Modeling Monitoring
Business Intelligence
Domain Lists

Enterprise Resource Planning

General Ledger

Customer Relationship Management STRICTLY CONFIDENTIAL © 2015 Profisee Group, Inc.

MDS Key Capabilities

Reporting

Version
Modeling
Control

Microsoft
Data Quality Master Data
Role Based
Services
Security
(MDS)

Hierarchy
Mgt Business
Rules
Notifications

Data
Stewardship

STRICTLY CONFIDENTIAL © 2015 Profisee Group, Inc.

Master Data Services (MDS) Key Features

• Multi-Domain master data hub provides central management of master

data entities and hierarchies
• Web UI and Excel Add-in provides secure, role-based access to master
data
• Versioning of all master data
• Complete transaction audit trail
• Business rules that safeguard the quality of data entered in the master
data hub
• Basic “workflow” notifies assigned owners by e-mail of business rule
violations
• Comprehensive role-based security model that enables fine-grained,
secure access to master data

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MDS Modeling – Managed Schema
• Identify entities
• Define attributes Start

 Free-form
 Domain-based Identify
entities
Group
attributes
• Identify hierarchies and Define
relationships free-form
attributes
domain Implement
relationships

• Implement relationships Choose type

Identify
relationships explicit derived

 Explicit hierarchy
Define Map
 Derived (domain-based) structure relationships

hierarchy
• Group attributes Finish

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Version Management & Audit Trail

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Security - User and Group Permissions

STRICTLY CONFIDENTIAL © 2015 Profisee Group, Inc.

Master Data Integration Options
Master Data Hub Business Application

Data Data

Batch Integration - ETL

Web Services Extensions

Direct Integration – Web Services

Web Services

Transactional Integration - ESB

STRICTLY CONFIDENTIAL © 2015 Profisee Group, Inc.

Master Data Management in Action: Creating the Golden Record

STRICTLY CONFIDENTIAL © 2015 Profisee Group, Inc.

Getting Started

www.MasterDataUniversity.com

Profisee :: Exclusively invested in the Microsoft MDM community since 2007

STRICTLY CONFIDENTIAL © 2015 Profisee Group, Inc.

MDS 2016 Enhancements
Performance and Scale Modeling and Mgmt Security and Admin
Excel add-in Transaction log retention Granular security permissions

Multiple administrator roles

Simplified hierarchies
Entity based staging
Smarter caching of
Display Name for attributes
Model deployment permissions

API optimization

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MDS 2016 New Features
• Entity sharing/sync
• Allows entities to be reused across models
• Merge conflict resolution
• Features to help solve merge conflict when multiple people are trying to
modify the same entity.
• Support for custom indexes
• Specify which attributes should be indexed, based on your application
workloads.
• Subscription view for historical data
• Facilitates processing type-2 attributes for slowly changing dimensions.

STRICTLY CONFIDENTIAL © 2015 Profisee Group, Inc.