Master Data Services (MDS) is a master data management platform that allows you to create a centralized hub for your master data. This single and centralized authoritative master data source provides consistent master data to all the business applications aligned to it. This article demonstrates how model versioning and security works in MDS.
Master Data Services (MDS) is a master data management
platform, which allows you to create a centralized hub for your master data.
This single and centralized authoritative master data source provides
consistent master data to all the business applications aligned to it. In this
article I am going to demonstrate how model versioning works in MDS and then I
will be talking about how security works in MDS.
How versioning works in MDS...
Master Data Services (MDS) creates a default initial version
of your model data when you create a model for the first time. Then, as per
your need, you can create as many versions you want for your model, either in
sequential fashion (one version after another) or in simultaneous fashion
(multiple versions in parallel). This way you can ensure you have a dedicated/consistent
version of your master data for downstream consumption while at the same time having
another version for adding/deleting/modifying members or for testing your model
data, without compromising consistency in master data availability. A version
could be in either of these three status modes:
Open A model version
of Open status mode allows everyone with required access to add/delete/change
the members, hierarchies of the model. You can also run the business rules
validation process to validate the data that it contains.
Locked A model version
of Locked status mode allows only the model administrator to
add/delete/change the members and hierarchies of the model and other users are
allowed only read access to the locked version (even though they might be
having update permission on the model). A version is switched to Locked
status mode to run the business rule validation and fix any issues with the
data and thats the reason not all users, except model administrator, are
allowed to do the changes just to avoid inadvertent modification. A locked
version can be switched back to Open status mode if required (to allow other
users to do changes other than model administrator) or can be switched forward
to Committed status mode.
Committed Once all the
business rules validation has passed in Locked status mode, this model
version can be transitioned to Committed status mode and then you can create
subscription views against this version to let reporting and analytical
applications consume master data from the model version. A committed version
cannot be unlocked (this means no changes are allowed on the committed version)
though you can create another copy of committed version in parallel to do
changes to the members and hierarchies.
Go to the Master Data Manager UI, select the
appropriate model, and version and click on Version Management (depending on
your permission level this option might or might not be visible to you. For
more detail about security and permission refer to next section in this
article) option as shown below:
Figure 1 - Version Management
On the Manage Versions screen, select the model and
you will see a list of all the versions of the selected model. Select the
version in the grid and the corresponding option is enabled in the tool-bar;
for example, if the version is in open status mode you will see Lock selected
version option or if the version is in a locked state you will see Unlock
Figure 2 - Manage Versions
validate a models version, click on the Validate Version menu bar then select
the appropriate model and its version and click on the Validate version icon
as shown below:
Figure 3 - Validate Version 1
validation of the selected model and version has passed, you will see Commit
version options are enabled as shown below. Click on it to move your selected
model and version in committed status mode:
Figure 4 - Validate Version 2
a version is committed it cannot be brought back in Locked/Open status mode. Although
you can create a copy of the committed version as shown below:
Figure 5 - Copy version 1
Double click on the column of the grid if you want to
change the value for name, description columns etc.
Figure 6 - Copy version 2