Guide Microsoft SQL Server 2008 R2 Master Data Services

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Chapter 2: Installation and Configuration
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  3. Resources for Learning MDS
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Once the Create Database window is complete, click on the Finish button in order to return back to the main screen, which will now be populated with the default database settings.


The settings are as follows: Setting name Alter in front-end? Default value Description Web application time out Y The time, in seconds, before Master Data Manager will return a user to the home page after a period of inactivity. Database time out Y The time, in seconds, that Master Data Services allows for a database operation to complete. Net operation to complete. Number of rows per batch Y 50 The number of members that will be retrieved by the web service in a single batch, which impacts the number of members that will be displayed in the Explorer grid.

Copy only committed versions Y True A Boolean setting that, if true, will only allow a version to be copied if it has been committed. If the setting is false, versions can be copied regardless of their state. Log all staging transactions Y False Controls whether or not the transactions that occur in the staging database are logged by MDS. Staging batch interval Y 60 The time, in seconds, after the Process Unbatched Data button has been clicked before the staged data will be loaded into the front-end Number of members in the hierarchy by default Y 50 The maximum number of members that can appear for a single hierarchy note before 'More…' is displayed.

Default value Description Show names in hierarchy by default Y Yes A setting that controls whether entity hierarchies display a member's code or the code and the name. A value of 'Yes' will display the code and the name, whereas 'No' will display just the code. Number to increment new business rules by Y 10 The number to increment the current maximum business rule priority by when creating a new business rule.

Number of domainbased attributes in list Y Within Master Data Manager, the number of members that are displayed in an attribute drop-down list, when the attribute is based on another entity. Number of members to apply business rules to Y The maximum number of members that business rules can be applied to within the Master Data Manager Explorer grid.

Notification e-mail interval Y The time interval, in seconds, that MDS will send e-mails for notification purposes. Notifications per e-mail N The number of notification issues that can be sent in a single e-mail. Regular expression for e-mail address Y The regular expression that is used to check for a valid e-mail address when users are added to Master Data Services. This can, for example, be extended to only allow e-mail addresses from a specific domain. Database Mail profile Y None The name of the database mail profile user to use when sending the e-mail notifications.

Validation Issue Text N The text content of the e-mail that users get when a validation issue occurs. Version Status Change Text N The text content of the e-mail that users get when the status of a version changes.

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Instead, it is necessary to alter those settings if desired within the MDS database, in a table called mdm. For the initial installation, most of the default settings will be suitable. Click on Apply to conclude the database part of the configuration process. In order to carry out the web configuration, perform the following steps: 1.

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Ensure that the Configuration Manager is open. Choose the Web Configuration option from the menu on the left-hand side.

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This will open the following screen: [ 60 ] Chapter 3 3. If your IIS server will host multiple applications, then contact your IIS administrator for the appropriate configuration for your environment. If you are planning to create the Web Application within the Default Web Site, then skip to step 8; otherwise, click the Create Site button, which will display the following window: [ 61 ] Installing and Configuring Master Data Services 5.

Once the website properties have been entered, it is necessary to give the website an application pool. The account specified must be a domain account, and should be the same domain account that was specified when setting the database service account earlier in this chapter. As with the service account, we don't need to grant any additional permissions for the Identity account, as the appropriate permissions will be granted by MDS as part of the configuration process. Repeat the password in the Confirm Password textbox. Skip to step If you wish to create the MDS application within an existing website, then the next step is to pick that Website from the Website drop-down.

Once the Website has been selected, click the Create Application button, which will display the following Create Web Application window: [ 62 ] Chapter 3 It is now necessary to configure the Web Application and its related Application Pool. Whether you have created the MDS application in a new website, or in an existing website, there is now a common step to carry out, which is to associate the newly created Web Application with the newly created MDS database. To do this click on the Select button, which will display the following window: [ 64 ] Chapter 3 You may have noticed that the above window is very similar to the window that we encountered when creating the MDS database.

As was the case when creating the MDS database, the user that is used to make the connection to the server must be a member of the SQL Server System Administrators sysadmin fixed server role.

Resources for Learning MDS

The application will now return to the main Web Configuration screen. The final step is to choose whether or not to enable the MDS web services. Enabling the web services will mean that other applications will be able to programmatically access MDS data and carry out MDS functions by making the appropriate web service calls. If you want to enable the web services check the checkbox that is marked Enable Web Services for This Web Application.

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The final step in the Web Configuration is to click the Apply button. If changes have been made, then a message box will prompt you to open the Web application in a web browser, as shown below: Installing sample models Although not required to work through the examples in the rest of this book, Master Data Services ships with three sample models, namely Customer, Product, and Chart of Accounts. These can be installed on your own server as a final, optional, step to this chapter. In order to install the sample models, carry out the following steps: 1.

Open Master Data Manager through a web browser. From the home page, click on System Administration. Choose the Deployment option from the System menu at the top of the screen. This will display the following Model Deployment Wizard: [ 66 ] Chapter 3 4. Click on the Deploy option. Click on Next, which will prepare the package for deployment. In the screen that follows, click on Next again to actually deploy the package to Master Data Services. This process may take a few minutes to complete. Click on Finish once the deployment completes.

SQL Server 2008 R2: Master Data Services: Getting Started

Return to the Master Data Manager home page. We will now check that the model has been deployed successfully. Choose the ChartOfAccounts model from the drop-down. Click on the Explorer item, which will display the following screen: Click on the pencil icon, as highlighted in the above image. The Explorer grid will be displayed, which will contain a flat list of Chart Of Accounts. Repeat the deployment process, if required, for the Customer and Product packages. Each of the different objects within the MDS object hierarchy will be covered, guiding you on how to build a model up step-by-step.

A sample script will be provided that will populate your newly created model, before we walk through the process of editing and creating members using the front-end. The full MDS object model contains these objects, as well as a number of objects that we've not covered yet. The full MDS object model can be summarized by the following diagram: As indicated in the diagram, the Model object is the highest level object in the MDS object model.

Therefore, it would be normal to have a model called Product, which would contain several different Entities, such as Color, Brand, Style, and an entity called Product itself. As we know already from Chapter 1, entities have one or more Attributes and instances of entities are known as Members. Instead of an entity just containing attributes, it is possible within MDS to categorize the attributes into groups, which are known as Attribute Groups. Derived hierarchies are hierarchies that are created based upon the relationships that exist between entities.

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For example, the Customer entity may have an attribute called City that is based upon the City entity. In turn, the City entity itself may have a State attribute that is based upon the State entity. The State entity would then have a Country attribute, and so on. This is shown below: Using the relationships between the entities, a Derived Hierarchy called Customer Geography, for example, can be created that would break customers down by their geographic locations.

A visual representation of this hierarchy is as follows: A Derived Hierarchy relies on separate entities that share relationships between one another. This is in contrast to an Explicit Hierarchy, whose hierarchy members must all come from a single entity.