Master Data Services 概觀 (MDS)Master Data Services Overview (MDS)

本主題適用於: 是SQL Server (僅限 Windows)否Azure SQL Database否Azure SQL 資料倉儲否平行處理資料倉儲 THIS TOPIC APPLIES TO: yesSQL Server (Windows only)noAzure SQL DatabasenoAzure SQL Data WarehousenoParallel Data Warehouse

本主題說明 Master Data ServicesMaster Data Services的索引鍵資料組織和管理功能。This topic describes the key data organization and management features of Master Data ServicesMaster Data Services.

Master Data ServicesMaster Data Services 可讓您管理組織的一組主要資料。 enables you to manage a master set of your organization's data. 您可以將資料組織到模型、建立用來更新資料的規則,並控制誰更新資料。You can organize the data into models, create rules for updating the data, and control who updates the data. 使用 Excel,您可以在組織中與其他人共用主要資料集。With Excel, you can share the master data set with other people in your organization.

如需 Master Data ServicesMaster Data Services 架構的說明,請參閱 simple-talk.com 上的 Master Data Services - 基本概念 文件。For a description of the Master Data ServicesMaster Data Services architecture, see the Master Data Services -- The Basics article on simple-talk.com. 如需 SQL Server 2017SQL Server 2017 中新功能的資訊,請參閱 Master Data Services 的新功能 (MDS)For information about the new features in SQL Server 2017SQL Server 2017, see What's New in Master Data Services (MDS)
如需如何安裝 Master Data ServicesMaster Data Services、設定資料庫和網站,以及部署範例模型的指示,請參閱 Master Data Services 安裝和組態For instructions on how to install Master Data ServicesMaster Data Services, set up the database and Website, and deploy the sample models, see Master Data Services Installation and Configuration.

Master Data ServicesMaster Data Services中,此模型是您主要資料結構中的最上層容器。In Master Data ServicesMaster Data Services, the model is the highest level container in the structure of your master data. 您可以建立模型來管理各種類似資料分類,例如管理線上產品資料組。You create a model to manage groups of similar data, for example to manage online product data. 模型包含一或多個實體,而實體又包含成員,亦即資料記錄。A model contains one or more entities, and entities contain members that are the data records. 實體類似於資料表。An entity is similar to a table.

例如,您的線上產品模型可能包含產品、色彩及樣式等實體。For example, your online product model may contain entities such as product, color, and style. 色彩實體可能包含紅色、銀色及黑色等色彩成員。The color entity may contain members for the colors red, silver, and black.

色彩實體Color entity

模型也包含實體中所定義的屬性。Models also contain attributes that are defined within entities. 屬性包含可以協助說明實體成員的值,An attribute contains values that help describe the entity members. 包括沒有特定格式的屬性與網域屬性。There are free-form attributes and domain-based attributes. 網域屬性包含由實體成員填入的值,可用為其他實體的屬性值。A domain-based attribute contains values that are populated by members from an entity and can be used as attribute values for other entities.

例如產品實體在費用與權數上可能會有沒有特定格式的屬性。For example, the product entity might have free-form attributes for cost and weight. 而且會有色彩 數字 1 的網域屬性,其中包含由色彩實體成員所植入的值。And, there is a domain-based attribute for color Number 1 that contains values that are populated by the color entity members. 此主要色彩清單用作「產品」實體的屬性值數字 2This master list of colors is used as attribute values for the Product entity Number 2.

色彩的網域屬性Domain-based attribute for color

衍生的階層由模型中實體之間的關聯性而來。Derived hierarchies come from the relationships between entities in a model. 這些是網域屬性關聯性。These are domain-based attribute relationships. 例如,在產品模型中,您可以有色彩衍生階層數字 1,其來自色彩數字 2 與產品數字 3 實體之間的關聯性。In the product model for example, you can have a color derived hierarchy Number 1 that comes from the relationship between the color Number 2 and product Number 3 entities.

色彩衍生階層Color derived hierarchy

當您為資料定義基本結構之後,就可開始使用匯入功能加入資料記錄 (成員)。Once you've defined a basic structure for your data, you can start adding data records (members) by using the import feature. 您將資料載入暫存資料表、使用商務規則驗證資料,以及將資料載入 MDS 資料表。You load data into staging tables, validate the data using business rules, and load the data into MDS tables. 您也可以使用商務規則來設定屬性值。You can also use business rules to set attribute values.

下表摘要列出 Master Data ServicesMaster Data Services 的主要工作。The following table outlines the key Master Data ServicesMaster Data Services tasks. 除非另有指示,否則您必須是模型系統管理員,才能完成下列所有程序。Unless otherwise noted, all of the following procedures require you to be a model administrator. 如需詳細資訊,請參閱 管理員 (Master Data Services),您就可以在群組中加入及移除使用者。For more information, see Administrators (Master Data Services).

注意

安裝 Master Data ServicesMaster Data Services後,您可能想要在測試環境中完成下列工作,並使用所提供的範例資料。You might want to complete the following tasks in a test environment and use the sample data provided when you install Master Data ServicesMaster Data Services. 如需詳細資訊,請參閱部署模型 (Master Data Services)For more information, see Deploying Models (Master Data Services).

動作Action 詳細資料Details 相關主題Related Topics
建立模型Create a model 模型建立時會被視為 VERSION_1。When you create a model, it is considered VERSION_1. 模型 (Master Data Services)Models (Master Data Services)

建立模型 (Master Data Services)Create a Model (Master Data Services)
建立實體Create entities 視需要建立多個實體以包含成員。Create as many entities as you need to contain your members. 實體 (Master Data Services)Entities (Master Data Services)

建立實體 (Master Data Services)Create an Entity (Master Data Services)
建立實體當做網域屬性Create entities to use as domain-based attributes 若要建立網域屬性,請先建立實體來擴展屬性值清單。To create a domain-based attribute, first create the entity to populate the attribute value list. 網域屬性 (Master Data Services)Domain-Based Attributes (Master Data Services)

建立網域屬性 (Master Data Services)Create a Domain-Based Attribute (Master Data Services)
建立實體的屬性Create attributes for your entities 建立屬性以描述成員。Create attributes to describe members. Name 和 Code 屬性會自動包含在每個實體,且無法移除。A Name and Code attribute are automatically included in each entity and cannot be removed. 您可能想要建立其他自由格式屬性來包含文字、日期、數字或檔案。You might want to create other free-form attributes to contain text, dates, numbers, or files. 屬性 (Master Data Services)Attributes (Master Data Services)

建立文字屬性 (Master Data Services)Create a Text Attribute (Master Data Services)

建立數值屬性 (Master Data Services)Create a Numeric Attribute (Master Data Services)

建立日期屬性 (Master Data Services)Create a Date Attribute (Master Data Services)

建立連結屬性 (Master Data Services)Create a Link Attribute (Master Data Services)

建立檔案屬性 (Master Data Services)Create a File Attribute (Master Data Services)
建立屬性群組Create attribute groups 如果實體有四個或五個以上的屬性,您可能想要建立屬性群組。If you have more than four or five attributes for an entity, you might want to create attribute groups. 這些群組是在 [總管] 中方格上方顯示的索引標籤,透過在個別索引標籤上群組屬性,方便導覽。These groups are the tabs that are displayed above the grid in Explorer and they help ease navigation by grouping attributes together on individual tabs. 屬性群組 (Master Data Services)Attribute Groups (Master Data Services)

建立屬性群組 (Master Data Services)Create an Attribute Group (Master Data Services)
匯入支援實體的成員Import members for your supporting entities 使用暫存處理序匯入支援實體的資料。Import the data for your supporting entities by using the staging process. 針對 Product 模型,這表示匯入色彩或大小。For the Product model, this might mean importing colors or sizes. 您也可以手動建立成員。You can also create members manually.



注意:如果使用者至少擁有實體分葉模型物件的 [更新] 主資料管理員Master Data Manager權限且可存取 [總管]功能區域,他們就可以在 中建立成員。Note: Users can create members in 主資料管理員Master Data Manager if they have a minimum of Update permission to an entity's leaf model object and access to the Explorer functional area.
概觀:從資料表匯入資料 (Master Data Services)Overview: Importing Data from Tables (Master Data Services)

建立分葉成員 (Master Data Services)Create a Leaf Member (Master Data Services)
建立並套用商務規則以確保資料品質Create and apply business rules to ensure data quality 建立及發行商務規則,確保資料的正確性。Create and publish business rules to ensure the accuracy of your data. 您可以使用商務規則:You can use business rules to:

設定預設屬性值。Set default attribute values.

變更屬性值。Change attribute values.

在資料未通過商務規則驗證時,傳送電子郵件通知。Send email notifications when data doesn't pass business rule validation.
商務規則 (Master Data Services)Business Rules (Master Data Services)

建立及發行商務規則 (Master Data Services)Create and Publish a Business Rule (Master Data Services)

根據商務規則驗證特定成員 (Master Data Services)Validate Specific Members against Business Rules (Master Data Services)

設定電子郵件通知 (Master Data Services)Configure Email Notifications (Master Data Services)

設定商務規則來傳送通知 (Master Data Services)Configure Business Rules to Send Notifications (Master Data Services)
匯入主要實體的成員以及套用商務規則Import members for your primary entities and apply business rules 使用暫存處理序,匯入主要實體的成員。Import the members for your primary entities by using the staging process. 完成後,驗證版本,將商務規則套用到模型版本中的所有成員。When done, validate the version, which applies business rules to all members in the model version.

然後您可以更正任何商務規則驗證問題。You can then work to correct any business rule validation issues.
驗證 (Master Data Services)Validation (Master Data Services)

根據商務規則驗證版本 (Master Data Services)Validate a Version against Business Rules (Master Data Services)

驗證預存程序 (Master Data Services)Validation Stored Procedure (Master Data Services)
建立衍生階層Create derived hierarchies 衍生的層級可隨您的商務需求改變而更新,以確保所有成員皆位於適當的層級中。Derived hierarchies can be updated as your business needs change and ensure that all members are accounted for at the appropriate level. 衍生階層 (Master Data Services)Derived Hierarchies (Master Data Services)

建立衍生階層 (Master Data Services)Create a Derived Hierarchy (Master Data Services)
如有需要,建立明確階層If needed, create explicit hierarchies 如果您想要建立的階層不是以層級為基礎且包含單一實體的成員,可以建立明確階層。If you want to create hierarchies that are not level-based and that include members from a single entity, you can create explicit hierarchies. 明確階層 (Master Data Services)Explicit Hierarchies (Master Data Services)

建立明確階層 (Master Data Services)Create an Explicit Hierarchy (Master Data Services)
如有需要,建立集合If needed, create collections 如果您想要檢視成員的不同群組進行報告或分析,而且不需要完整的階層,請建立集合。If you want to view different groupings of members for reporting or analysis and do not need a complete hierarchy, create a collection.



注意:如果使用者至少擁有集合模型物件的 [更新] 主資料管理員Master Data Manager權限且可存取 [總管]功能區域,他們就可以在 中建立集合。Note: Users can create collections in 主資料管理員Master Data Manager if they have a minimum of Update permission to the collection model object and access to the Explorer functional area.
集合 (Master Data Services)Collections (Master Data Services)

建立集合 (Master Data Services)Create a Collection (Master Data Services)
建立使用者定義的中繼資料Create user-defined metadata 若要描述模型物件,請將使用者定義的中繼資料加入至模型。To describe your model objects, add user-defined metadata to your model. 中繼資料可能包含物件擁有者或資料來源。The metadata might include the owner of an object or the source the data comes from.
鎖定模型版本以及指派版本旗標Lock a version of your model and assign a version flag 鎖定模型版本,以防止系統管理員以外的使用者變更成員。Lock a version of your model to prevent changes to the members, except by administrators. 在版本的資料成功通過商務規則驗證之後,您就可以認可版本,防止所有使用者變更成員。When the version's data has validated successfully against business rules, you can commit the version, which prevents changes to members by all users.

建立版本旗標,並將它指派至模型。Create and assign a version flag to the model. 旗標可幫助使用者和訂閱系統來識別所要使用之模型的版本。Flags help users and subscribing systems identify which version of a model to use.
版本 (Master Data Services)Versions (Master Data Services)

鎖定版本 (Master Data Services)Lock a Version (Master Data Services)

建立版本旗標 (Master Data Services)Create a Version Flag (Master Data Services)
建立訂閱檢視Create subscription views Master Data ServicesMaster Data Services 若要讓訂閱系統取用主要資料,請建立訂閱檢視,在 資料庫中建立標準檢視。For your subscribing systems to consume your master data, create subscription views, which create standard views in the Master Data ServicesMaster Data Services database. 概觀:匯出資料 (Master Data Services)Overview: Exporting Data (Master Data Services)

建立訂閱檢視以匯出資料 (Master Data Services)Create a Subscription View to Export Data (Master Data Services)
設定使用者和群組的權限Configure user and group permissions 您無法將使用者和群組的權限從測試環境複製到實際執行環境。You cannot copy user and group permissions from a test to a production environment. 但可以使用測試環境來判斷最終要用於實際執行的安全性。However, you can use your test environment to determine the security you want to use eventually in production. 安全性 (Master Data Services)Security (Master Data Services)

新增群組 (Master Data Services)Add a Group (Master Data Services)

新增使用者 (Master Data Services)Add a User (Master Data Services)

準備就緒時,您可以將包含或不含資料的模型部署至實際執行環境。When ready, you can deploy your model, with or without its data, to your production environment. 如需詳細資訊,請參閱部署模型 (Master Data Services)For more information, see Deploying Models (Master Data Services).