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Microsoft SQL Server 2008 R2 Master Data Services
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In this example, we are going to specify the member code required to create a leaf member We are not going to specify the member name, because the name is not required In 8, we ll show you how to use business rules to create a concatenated member name Also in these examples, we re going to specify a username of tyler When Tyler opens the Master Data Manager web application, all the members assigned to this username and all the members with no username assigned will be counted in the number of records available for staging
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INSERT INTO mdmtblStgMember (UserName, ModelName, EntityName, MemberType_ID, MemberCode)VALUES (N'Domain\tyler',N'Product', N'Product', 1, N'1001')
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UserName,ModelName,EntityName,MemberType_ID,MemberCode Domain\tyler,Product,Product,1,1001
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This example shows you how to create a consolidated member with the name Short Term Assets and the code STA
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INSERT INTO mdmtblStgMember (ModelName, HierarchyName, EntityName, MemberType_ID, MemberName, MemberCode) VALUES (N'Finance', N'Chart of Accounts', N'Accounts', 2, N'Short Term Assets', N'STA')
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ModelName,HierarchyName,EntityName,MemberType_ID,MemberName,MemberCode Finance,Chart of Accounts,Accounts,2,Short Term Assets,STA
5: Integrating Master Data Services with Other Systems
Create a Collection
This example shows you how to create a collection with the name Boys Winter Set and the code BWS This collection won t have any members in it It is simply creating a collection with this name and code To add members to collections, you can use the relationships staging table
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INSERT INTO mdmtblStgMember (UserName, ModelName, EntityName, MemberType_ID, MemberName, MemberCode) VALUES (N'Domain\suzanne', N'Product', N'Product', 3, N'Boys Winter Set', N'BWS')
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UserName,ModelName,EntityName,MemberType_ID,MemberName,MemberCode Domain\suzanne,Product,Product,3,Boys Winter Set,BWS
Loading Attributes
Use tblStgMemberAttribute to update attribute values for existing members and collections You can also use this table to delete or reactivate existing members or collections If your original data was like that shown in Figure 5-2, and you have successfully created your members, you can update the member attributes by using a data format similar to that shown in Figure 5-3 In this format, you import all attributes for one member at a time Column E in the spreadsheet contains all the attributes for member 1000 Or you might prefer to stage a single attribute for all members at the same time, as shown in Figure 5-4 In this example, for all members (1000 1004), you re staging the values for the Gender attribute
Figure 5-3
Staging attributes: one member at a time
Microsoft SQL Server 2008 R2 Master Data Services
Figure 5-4
Staging attributes: one attribute at a time
tblStgMemberAttribute Fields
The following table describes the fields in tblStgMemberAttribute Column Name
Batch_ID
Required
Description
Leave this field blank When the batch is processed, an ID for the batch will populate this field This value is also added to the ID field in the mdmtblStgBatch table when the batch is processed Each user who is logged in to Master Data Manager can view his or her own records and those with no username assigned The name of the model Note: This value is case sensitive The name of the entity The type of member you want to update 1 is for leaf members, 2 is for consolidated members, and 3 is for collections A unique code for the member or collection The attribute name To deactivate or reactivate a member, use MDMMemberStatus For more information, see Using Staging to Deactivate and Reactivate Members later in this chapter For free-form attributes, the attribute value For domain-based attributes, the member code To deactivate or reactivate a member, use De-Activated or Active Leave this blank to designate a blank value for an attribute Note: Numbers, dates, and the Name attribute cannot be assigned a blank value this way The status of the import process Enter 0 for records that are ready for staging The system updates this value to 1 if the record is successfully loaded and to 2 if the record is not successfully loaded An error code for all records that have a Status_ID of 2 You can view the errors in more detail in Master Data Manager
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