Creating Master Data Services Objects
September 29, 2010
Master Data Services (MDS) is a master data management platform that allows you to create a centralized hub for your master data. Arshad Ali explores the different components of MDS followed by a step-by-step of how to create master data services' objects.
Master Data Services (MDS) is a master data management platform that allows you to create a centralized hub for your master data. Keeping master data in an external centralized system as a single authorative source helps to remove several master data challenges. This single authorative master data source acts as a System of Record by integrating master data from all the upstream sources and as a System of Entry by providing consistent master data to all the downstream applications. In this article, I am going to show you how to get started on Master Data Services, understand different components of it and create master data services' objects.
How to go ahead...
MDS objects creation is quite straightforward, the only important thing that you need to plan in advance is what master data you want to manage with Master Data Services; start with a small set of master data, which has solid business justification, i.e. plan for incremental adoption. These are some of the steps which we normally follow while working with it:
Lets get going...
Launch Master Data Manager UI and you will see these all options, depending on your permissions on Master Data Services. System Administration allows you to create different MDS objects, click on it to move ahead.
To create a model, go to the Manage menu and the select Models as shown below:
Next, you will see the Model Maintenance screen where you need to click on the + sign (Add Model) as shown below:
In the next screen, specify the name of the model that you want to create, as shown below. You can select, by default, to create an entity inside the model with the same name, you can even specify to create an explicit hierarchy with the same name and include all leaf members in the mandatory hierarchy, finally click on the Save icon to save your changes.
Once a model is created, you would create one or more entities inside it, which will actually hold the master data. Go to the Manage menu again and click on Entities, this time as shown below:
On the Entity Maintenance screen, select the model from the combo-box in which you would like to create an entity (you can also see the list of entities created so far in the selected model) and then click on the + sign (Add Entity) as shown below:
On the Add Entity screen, specify the name of the entity being created and select whether you want to enable explicit hierarchies and collections for the entity or not and finally click on the Save Entity button to create the entity as shown below:
After entity creation, the Entity Maintenance screen will appear again with all the entities created so far in the selected model. For example, you can see below that I have created three entities - Product, ProductSubCategory and ProductCategory:
You can create as many as entities you require or can modify the existing entities as per your need. While creating an entity, you will notice two attributes i.e. Code and Name are added by default, Code attribute is a unique attribute and behaves like a primary key of a relational table.
To add additional attributes, click the + sign (Add leaf attribute) as highlighted above and you will then see the Add Attribute screen as shown below. An attribute can be either of Free-form type, Domain-based or File. The Free-form attribute is something that accepts free form data that could be characters, numbers, dates etc. or a combination of these. Domain-based attribute is very much like a foreign key, which means the value for this attribute is populated from any other related entity. For example, in Product entity, the attribute ProductSubCategory will get its value from the ProductSubCategory entity. The File type attribute is used to store documents, files, images etc.
Next you need to specify the name of the attribute and its other related information as shown below:
Attribute group (a securable object) allows creating a group of logically related attributes for consumption by a specific downstream application. To create an Attribute Group go to the Manage menu bar and click on Attribute Groups and a screen similar to the one shown below will appear. Select the model and then the entity for which you want to create an attribute group and finally click on the + sign (Add Attribute Group).
Next you need to select available attributes of the selected entity to be part of the attribute group as shown below:
Master Data Services (MDS) is a master data management platform, which allows you to create a centralized hub for your master data that behaves like a single authorative source for your master data. In this article, I discussed how to get started on Master Data Services, understand different components of it and create master data services' objects, which is quite straightforward. In my next article I will be talking about MDS data integration and security.