How to create a MDS entity via Excel add-in?

Standard

In this Post, we’ll see how I (as an Administrator) created a Master Data Services Entity via MDS add-in for Excel:

1. Created a Model via MDS Web Application. I named it “customer Information”

1 create a Model in Master Data Services2. Switch to Excel

3. Open the File that has the Data that you want to load to MDS

4. Switch to Master Data tab in Excel
[Resource: Steps I followed to Install SQL Server 2012 Master Data Services (MDS) on my Demo Machine: And then Installed the Excel Add-in]

5. Connect to MDS server (via Excel add-in)

6. Select Model as CustomerInformation

7. Under Build Model, select Create Entity

create entity Master Data Services Excel

8. Configure the values in the “Create Entity” > click OK

SQL Server create entity Master Data Services Excel

9. Switch to MDS web application to see the new entity:

MDS web application explorer SQL Server

I hope this helps! Your comments are very welcome!

How to view error(s) that occur during Master data Service’s Staging Process?

Standard

To view error(s) that occur during MDS’s staging process, we have two views: stg.viw_name_MemberErrorDetails & stg.viw_name_RelationshipErrorDetails. For the purpose of this blog post, let me show you how I (as an administrator) view information from stg.viw_name_MemberErrorDetails.

1) Name of the entity: supplier & Name of model is Suppliers

2) I imported data into staging table stg.supplier_leaf via SSIS

3) Now here’s how you can see the errors that occur during MDS’s staging process:

we can go to MDS web application to initiate the staging process > start the batch > after completion you can see the status as well as if it has any errors or not:

Master Data Services Errors4) Now if you see that there’s an error, then you can go to stg.viw_name_MemberErrorDetails to see what are the errors. In my case, I am going to run the query:

select * from stg.viw_supplier_MemberErrorDetails where Batch_ID=2

You can get the above query via MDS web application too:

Master Data Services SQL Server Staging Process

5) And as you can imagine, you can get access to this error data via SSIS (SQL Server Integration services) too. So if you have a workflow that a. Loads data to MDS and b. initiates the Batch process via Stored Procedure; then you can program it to get access to errors from the stg.viw_name_MemberErrorDetails & stg.viw_name_RelationshipErrorDetails tables.

SQL Server Integration Services and Master Data Services

That’s about it for this post! I hope this helps. Your comments are very welcome!

Matching activity in Data Quality Services in action!

Standard

In this post, we’ll see matching activity in action. For the demo purpose, I’ll be using Data-Sets that I’ve found via Movies Sample & EIM tutorial .

Situation 1:

we’ve a list of movies and we want to identify “matching” movie titles.

Solution 1:

Create a Matching Policy

1) Mapping the Domains:

2 Data Quality Services matching policy

2) Configuring the Matching Policy:

3 Data Quality Services matching policy

Note: You can have Matching Rules on more than one domain. I used one domain for demo purposes.

3) View Matching results:

4 Data Quality Services matching policy de duplication

4) Publish the KB (which stores the matching policy)

Once you have the matching policy, you can use this in a Data Quality Project:

5) See How I ran a Data Quality Project (w/ matching activity) in the image below.

5 Data Quality Project matching activity policy de duplication

Note: You can export the clean data-set via Data Quality Project.

Situation 2:

we’ve a list of Supplier Names and we want to identify “matching” supplier names.

Note that in this situation, you would see how to use more than one domain to create a matching rule.

Solution 2:

Most of the steps would remain same as situation 1, But I want to show you Matching Policy & Matching Results

Matching Policy:

6 supplier ID and name two domains in matching rule data quality services

Matching results:

7 supplier ID and name two domains in matching rule data quality services

Also, I want to show that, the matching policy (DQS KB) that we created earlier can be used in Master Data Services too! For more details check out the resource: DQS, MDS & SSIS for EIM

DQS MDS Data quality services and master data services

Conclusion:

In this post, we saw how DQS can be used to clean “matching” records. For step by step tutorial, please refer to Movies Sample & EIM tutorial .

Master Data Services: Analogy to remember what are Models, Entities and Attributes

Standard

Let’s understand master data services terminologies using an analogy. We’ll use the world of RDBMS for our analogy:

Terminology in MDS Analogy w/ RDBMS
 Models  SQL server Schema which is used to group logical entities together.
 Entities  Table
Attributes Columns

And here’s a picture that captures the thought: Models contains entities; entities contains Attributes:

master data services models entities attributes

And Here’s the official reference: http://msdn.microsoft.com/en-us/library/ee633763.aspx

Conclusion:

Thinking about the master data services terminologies by drawing an analogy helps me remember them – I hope it helps someone out there too.

what are the end – to – end processes for developers to build out a Master Data Services 2012 solution?

Standard

I recently completed an end to end tutorial that taught me basics of Master Data Services 2012. And I thought I would take what I’ve learned and create a diagram for reference that helps developers see end – to – end processes that are involved in building out a SQL Server Master Data services 2012 solution. So here it is:

SQL Server 2012 Master data services steps

Resource: Learn to build an Enterprise Information Management system using Data Quality Services, Master Data Services and SQL Server Integration Services

Standard

[UPDATE 29 Dec 2012: One more whitepaper that’s on the same subject and should be read after the tutorial: Cleanse and Match Master Data by Using EIM ]

Here’s the resource: Tutorial: Enterprise Information Management using SSIS, MDS, and DQS Together

Here’s what you’ll learn:

– Learn to use Data Quality client to create DQS Knowledge Base, cleanse data in an excel data, remove duplicated data from the excel file

DQS client domain values clean data data quality services

– Learn Use MDS add-in for Excel, store the cleansed and matched data in MDS

Master data services add in for excel

– Learn how to use the MDS Web UI:

SQL Server 2012 master data services MDS Web UI

– Learn to Automate the process of receiving input data, cleaning and matching it and storing the master data into MDS via SSIS!

SSIS automate DQS MDS data quality component

That’s about it! check out the Tutorial to learn about all the DQS, MDS & SSIS goodness!

 

Where’s my SQL Server Master Data Manager Web UI?

Standard

A reader emailed me to ask about where is the SQL Server Master Data manager Web UI? I guess, the reader might not recollect the URL that was created after the successful installation of Master Data Services. – And in fact, I had forgotten the Master Data Manager Web UI url once too and this how I got the URL of the master data manager web UI:

1. Start > IIS Manager

2. Find the site from the sites section of the IIS manager:

SQL Server 2012 master data services web manage UI

3. click on Browse the site and it would open the site.

SQL Server 2012 master data services web manage UI

4. After the site opens, you would also get a chance to see the location of the site

SQL Server 2012 master data services web manage UI

That’s about it.

This might not be new to most of you, but I hope that this helps someone out there who might need a pointer about searching for the URL of the Master Data manager web UI.

Conclusion:

In this blog-post, we saw how to see the location of the Master data manager web UI via the IIS manager.