1. 2012 © Trivadis BASEL BERN LAUSANNE ZÜRICH DÜSSELDORF FRANKFURT A.M. FREIBURG I.BR. HAMBURG MÜNCHEN STUTTGART WIEN Welcome November 2012 Einführung in SQL Server 2012 Master Data Services und Data Quality Services 1 November 2012 Meinrad Weiss

2. 2012 © Trivadis Integration ServicesMaster Data Services Data Quality Services INTRODUCTION SQL SERVER ENTERPRISE INFORMATION MANAGEMENT 2 Primarily designed to implement ETL processes Provides a robust, flexible, fast, scalable and extensible architecture Master data management Manages reliable, centralized data Broadens its reach with a new Excel Add- in that can leverage Data Quality Services Knowledge-driven data cleansing Corrects, de-duplicates and standardizes data Integrates with Integration Services Complete, Current, Consistent and Clean Data November 2012 Einführung in SQL Server 2012 Master Data Services und Data Quality Services

3. 2012 © Trivadis Overview Master Data Services (MDS) Master Data Services (MDS) Data Quality Services (DQS)  Central place with clean and valid reference data  Multiple parallel versions  Audit trail  Security  “Toolbox” that helps increasing the data quality  Data cleansing  Data mapping Reference data New, clean data CRM SAP XY CRM SAP XY November 2012 3 Einführung in SQL Server 2012 Master Data Services und Data Quality Services

4. 2012 © Trivadis Big Picture A little bit like Access … just better  Version Management  TX-Annotations  Security  Business Rules  Workflow CRUD UI Define System and Data Model Define System and Data Model November 2012 4 Einführung in SQL Server 2012 Master Data Services und Data Quality Services

5. 2012 © Trivadis Architecture WCF Endpoint Stewardship UI Excel SQL CLR Service Broker Sprocs UDFs Business Logic Master data Model metadata Import Export SQL Mail Notifications SQL Mail Notifications Staging Tables Subscription Views Other Application Security data Audit history Deploy Create Deployment Module November 2012 5 Einführung in SQL Server 2012 Master Data Services und Data Quality Services

6. 2012 © Trivadis Excel UI

7. 2012 © Trivadis Entities, Attributes, Attribute Groups and Relationships Entities act as container Attributes define the structure of the entities Domain-based attributes represent relationships between entities Attribute Groupe November 2012 7 Einführung in SQL Server 2012 Master Data Services und Data Quality Services

8. 2012 © Trivadis Derived Hierarchies Structure based on relationships between domains  No additional maintenance work November 2012 8 Einführung in SQL Server 2012 Master Data Services und Data Quality Services

9. 2012 © Trivadis Explicit Hierarchies Structure based on consolidation members  Must be maintained Consolidation Member November 2012 9 Einführung in SQL Server 2012 Master Data Services und Data Quality Services

10. 2012 © Trivadis Business Rules Business rules can be defined and applied to verify MDS data All defined business rules must be passed to commit a version Rules are created via drag & drop interface drag & drop November 2012 10 Einführung in SQL Server 2012 Master Data Services und Data Quality Services

11. 2012 © Trivadis “Batch” Exporting Data can be exported via Subscription Views  Best practices for practices for naming _ November 2012 11 Einführung in SQL Server 2012 Master Data Services und Data Quality Services

12. 2012 © Trivadis Version Management Integrated Version Management A version contains meta data and data  Meta data change impacts all versions  E.g. deleting an attribute deletes it in all versions! Multiple parallel versions can be accessed Labels can be used to identify specific versions November 2012 12 Einführung in SQL Server 2012 Master Data Services und Data Quality Services

13. 2012 © Trivadis Status & Flag Management Current November 2012 13 Einführung in SQL Server 2012 Master Data Services und Data Quality Services

14. 2012 © Trivadis Transactions & Annotations Transaction details are provided for the specified Model and Version Details include prior vs. new values, when the change was made, and who made the change November 2012 14 Einführung in SQL Server 2012 Master Data Services und Data Quality Services

15. 2012 © Trivadis Conclusion: SQL Server Master Data Services 1.Any domain  We have to do the work ;-) 2.Model deployment capability  Enables partners to define prebuilt content (both the model definition and the data) 3.API enables partners to quickly build custom Master Data applications  Domain specific user interfaces  Application integrations Einführung in SQL Server 2012 Master Data Services und Data Quality Services  Versioning  Security  Transactions  Data Changes  Annotations  Optimistic member creation  Not all attribute values must be known upfront  Data quality rules  Validations and Defaults  Actions (notifications and workflows) November 2012 15

16. 2012 © Trivadis Overview  Central place with clean and valid reference data  Multiple parallel versions  Audit trail  Security  “Toolbox” that helps increasing the data quality  Data cleansing  Data mapping Reference data New, clean data CRM SAP XY CRM SAP XY November 2012 16 Einführung in SQL Server 2012 Master Data Services und Data Quality Services

17. 2012 © Trivadis DQS in a Nutshell Data Quality Services (DQS) is a Knowledge-Driven data quality solution, enabling IT Pros and data stewards to easily improve the quality of their data Data Quality Services (DQS) is a Knowledge-Driven data quality solution, enabling IT Pros and data stewards to easily improve the quality of their data November 2012 17 Einführung in SQL Server 2012 Master Data Services und Data Quality Services

18. 2012 © Trivadis Make Data Quality Approachable To Everyone Improve your data quality with DQS  Cleanse the data and keep it clean  Build confidence in your enterprise data  Share the responsibility for data quality Remove Barriers for Data Quality  Designed for ease of use  Empowering the business users  See data quality results in minutes rather than months November 2012 18 Einführung in SQL Server 2012 Master Data Services und Data Quality Services

19. 2012 © Trivadis DQS Process Build Use DQ Projects Knowledge Management Match & De-dupe Correct & standardize Manage Knowledge Base Discover / Explore Data / Connect Cloud Services Knowledge Base Enterprise Data Reference Data Excel Add-In SSIS November 2012 19 Einführung in SQL Server 2012 Master Data Services und Data Quality Services

20. 2012 © Trivadis Architecture November 2012 Einführung in SQL Server 2012 Master Data Services und Data Quality Services 20 DQ Server Knowledge Base Composite Domain Domain Matching Policy Cloud Service On Premise DQ Service On Premise DQ Service DQ Client Mange DQ Server Matching Cleansing SSIS Cleansing MDS Excel Add-In Matching

21. 2012 © Trivadis DQS Domain Mgmt November 2012 Einführung in SQL Server 2012 Master Data Services und Data Quality Services 21

22. 2012 © Trivadis DQS Cleansing Project November 2012 Einführung in SQL Server 2012 Master Data Services und Data Quality Services 22 DQS Knowledge Base “New data to be cleansed”

23. 2012 © Trivadis DQS Cleansing Project (2) View and Export data (SQL Server or CSV File) November 2012 Einführung in SQL Server 2012 Master Data Services und Data Quality Services 23

24. 2012 © Trivadis Data Cleansing using SSIS  SSIS can be used to clean data via DQS  Conditional Split will be used to further distribute data November 2012 24 Einführung in SQL Server 2012 Master Data Services und Data Quality Services

25. 2012 © Trivadis DQS Matching Policy November 2012 Einführung in SQL Server 2012 Master Data Services und Data Quality Services 25

26. 2012 © Trivadis DQS Support in MDS (Data Matching) November 2012 Einführung in SQL Server 2012 Master Data Services und Data Quality Services 26

27. 2012 © Trivadis Conclusion: SQL Server Data Quality Services DQS helps to improve data quality without programming effort Target audience is business users and not developer External data quality services can be integrated without changing the whole platform Services are integrated in Excel an Integration Services November 2012 Einführung in SQL Server 2012 Master Data Services und Data Quality Services 27

28. 2012 © Trivadis BASEL BERN LAUSANNE ZÜRICH DÜSSELDORF FRANKFURT A.M. FREIBURG I.BR. HAMBURG MÜNCHEN STUTTGART WIEN Let‘s go. November 2012 Einführung in SQL Server 2012 Master Data Services und Data Quality Services 28 Wettbewerb