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SQL 2012 Master Data Services - Web User Interface Explorer overview

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About This Video:

This video demonstrates the Explorer and the Hierarchy management user interface and feature set of Master Data Services in SQL Server 2012.

This video is available with closed captions. To view closed captions, click CC on the video control bar.

Transcript

Hi, I’m Anand Subbaraj, Senior Program Manager in the Master Data Services Team.

Today, I’m going to show you the Explorer and the Hierarchy Management areas of Master Data Services’ Web User Interface in SQL Server 2012.

Both these sections are using Silverlight look and feel for better usability and performance.

The commonly-used features, like Filter, Add Delete Members and Moving Members in Hierarchy are made much more intuitive and snappier.

Now, I’m on the Master Data Services Web User Interface homepage.

It has got six functional areas grouped as Information Worker Tasks and Administrative Tasks based on the persons who will be using the interface.

Also, we have added an advertisement for Excel Add-in to ensure users can get to it easily.

Excel Add-in is not going to be available in the box and it’ll be hosted in Download Center.

This URL points to Download Center, but can be configured to a different location by the Administrator.

The Administrator can also configure whether or not to display the Excel Add-in advertisement on this home page.

Now, I am going to use one of my existing models, called Customer and navigate to the Explorer area.

I’m taken directly to the Customer Entity, which is a base entity in this case.

If there are no base entities defined, the first entity in the model will appear here.

The Explorer screen is divided into two sections, the read only grid on the left and the edit pane on the right side.

We can easily navigate through different Members and make edits on the right pane.

Whenever an edit is done, users can add comments or annotations associated with the changes for auditing purposes.

If there were any business rules violations, we can see that here.

There are also some client-side validation to ensure the data entered is correct.

For example, if I make the Code attribute empty, which is mandatory, it will detect that and let me know that the Value cannot be blank.

Similarly, if I add a text value in a date attribute, it’ll display an error.

Now, I select one of the Members, make some edits, add an annotation, call it demo, and save the changes.

Now that I have edited this Member, I can click on the View Transactions to view the history of the changes that we have performed on this Member.

All the changes made to this Member are logged with the username and the date and time, along with the annotation, which is very useful in auditing purposes.

I can also create a new Member by clicking on the Add Member button.

For this demo, I have created a business rule that does not allow a Member with name Anand.

Now, when I attempt to create the member with name Anand, it fails validation and I can see the corresponding status here.

It displays that the new Member has failed validation.

Also, the business rule that has failed validation is displayed here.

Coming to the grid, the leftmost column is the validation status.

It shows the Members that have validation failures, successes, and the Members that are waiting to be validated.

Apply Rules button applies the business rules. It can be used to apply the rules to the existing grid or to the entire entity.

When you want to apply the business rules to the entire entity, it could take some time depending on the size of the entity.

We provide you this informational message and this is an asynchronous process, which allows you to perform other operations while the validation is happening in the background.

You can click on the Check Status button to check the status of validation of the entity at any point in time.

On the grid, you can sort the data based on any attribute values and also rearrange the attributes.

We also provide you the capability to adjust the Settings on the grid.

The Records per page by default, is fifty, where it can be increased to any higher value.

The data can also be displayed based on Code Name, Name Code, or just Code.

We also allow you to freeze one or more columns for better readability.

Additionally, there is this option to display the system attributes. This is disabled by default and this is enabled.

You can see the last of data date time and create a date time for all these Members.

These attributes are read-only and cannot be changed by the user. Now, let’s take a look at the Filter interface.

I can add a filter easily and get all the relevant Members.

We also support filter criteria such as, Is Like and Starts With, which are performance intensive operations, but you will see how quickly it gets the data.

For example, I can set an Is Like filter on Name attribute and display all the Members that meet the criteria.

Similarly, I can also use Starts With filter and get the data. In addition, I can also filter based on Validation Status.

For example, if I want to look at all the Members that have failed validation, I can do so by setting up a filter for Validation Status and set the criteria as Validation failed.

It returns, only the one Member that has matched the criteria. Now, I’ll navigate to the Hierarchies area.

I select one of the Explicit Hierarchies in the customer model called Area.

As you can see, we have a consistent navigation with the read-only grid and the edit pane as in Explorer.

We have added an additional pane for displaying the hierarchy tree.

On selecting a node in the tree, the corresponding leaf members get displayed on the read-only grid, and they can be edited on the right pane.

One of the most interesting operations in Hierarchies is to move Members from one node to another.

We can perform this complex operation with just a few clicks.

For example, I can move New York from Northeast to Southeast by just dragging and dropping it here.

Similarly, I can move New York back to Northeast by dragging and dropping it in Northeast.

We can also perform the same operation by using Cut and Paste buttons.

We can search for any hierarchy items by entering the name in the Search text box.

Once the Member is returned, I can quickly look for the Parent by selecting the Member and clicking on Find Parent button.

This completes the demo.

I am hoping you guys enjoyed watching the Explorer and Hierarchy Areas of Master Data Services in SQL Server 2012, which is intuitive and have great performance.

Thank you.

Presented by: Anand Subbaraj

 

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