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Master Data Services with SQL 2008 R2

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Module 1: Master Data Management


  • What is Master Data Management?
  • The Need for Master Data Management
  • Data Quality
  • Operational and Analytical Master Data Management
  • Master Data Management Architectural Patterns
  • Master Data Management Team

  • An overview of the Master data Management
  • An understanding of challenges
  • The benefits of implementing a solution
  • An examination of the various competing architectures.
  • Guidelines on the team roles

Module 2: Microsoft Master Data Services Overview


  • Master Data Services Architecture
  • Master Data Services Key Terms
  • Master Data Services Web Interface
  • Master Data Services SQL Data Base
  • Installing Master Data Services
  • Creating the Master Data Services Database
  • Initial Configuration

Lab : Microsoft Master Data Services Overview

  • Installation of Master Data Services
  • Configuration of Master Data Services
  • Create the MDS Web
  • Explore the Web Interface

  • An appreciation of the Architecture
  • An understanding of the key terms
  • The relationships between the objects
  • The installation requirements
  • Familiarization of the MDS Web Interface

Module 3: Understanding Data Models


  • Modeling Concepts
  • Modeling Guidelines
  • Building a Model
  • Deploying a Model
  • How to Step by Step

Lab : Understanding Data Models

  • Develop a Model using MDS

  • Working knowledge of Data Models
  • Model Development Guidelines
  • Model Development Major Steps
  • Implementation of a Module

Module 4: Importing Data


  • MDS Staging Tables
  • Creating New Members
  • Creating New Collections
  • Adding Members to Collections
  • Updating Member Attributes
  • Importing the Data
  • Validating the Model
  • Error Conditions

Lab : Importing Data

  • View the Staging Tables
  • Importing Data with SQL Server Integration Services
  • Run the Staging Process
  • Using a Stored Procedure to Initiate the Staging Process
  • Viewing Errors

  • How to manually load data into modules
  • How to created new Members and attributes with SQL
  • Loading data via the staging databases
  • An understanding of the functionality of the staging tables
  • The error conditions that may occur

Module 5: Version Management


  • Understanding Versions
  • Version Statuses
  • Version Validation
  • Version Flags
  • Ancestry
  • Validating Versions
  • Locking, Unlocking and Committing Versions

Lab : Version Management

  • Create a Version
  • Work with Version Flags
  • Validate a Version
  • View a Version Ancestry
  • Lock, Unlock and Commit a Version

  • The need for Versions
  • Knowledge of a Version Status
  • How to use a Version Flag
  • Viewing A Version’s Ancestry
  • How to Lock, Unlock and Commit a Version

Module 6: Business Rules


  • Business Rules Overview
  • How to Create A Business Rule
  • Business Rules Interface
  • Rule Expressions
  • Conditions and Actions
  • Using SharePoint Workflows

Lab : Business Rules

  • Create several Business Rules
  • Use Visual Studio to create a workflow called by the Business Rules

  • Understanding of Business Rules
  • How to code a Business Rule
  • Work with the Web Interface
  • How to create an Expression
  • Integrate SharePoint into the path of the workflow
  • Invoking complicated workflows through the use of SharePoint

Module 7: Master Data Services Security


  • Master Data Services Security Overview
  • Users and Groups
  • Administrators
  • Permission Levels
  • Best Practices

Lab : Master Data Services Security

  • Implement Security
  • Test Security

What you will get out of this module:

  • This module will demonstrate the security of Master Data Services

Module 8: Publishing Data


  • Subscribing Systems
  • Subscription Views
  • Formats
  • Creating Views
  • How Subscribing Systems can Extract Data

Lab : Publishing Data

  • Create a Subscription View
  • Subscribe to the View

  • How to use Publish Data
  • How to Create a Subscription View
  • An understanding of Formats
  • How a subscribing system can extract data.

Module 9: Master Data Services and Web Services


  • Using Web Services to Interface with Master Data Services
  • Creating the Web Service
  • Errors in the Web Service

Lab : PerformancePoint Services

  • Create a Web Service Project in Visual Studio
  • Perform Several Operations with the Web Service

  • How to use Web Services to Interface with Master Data Services

Organizations need to work from reliable information. Ensure that the integrity of information and consistency of data is constant across different applications with help from Microsoft SQL Server 2008 R2 Master Data Services. Master Data Services is a new and powerful feature designed to help an organization create a structure and hierarchy for data, so that data collected and used across multiple departments, silos and databases is standardized and aligned. This ensures that different databases are interoperable.

This course is intended for SQL Professionals, Business Intelligence Developers, Data Analysts and Data Stewarts and project managers that need to learn how to utilize Master Data Services.

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