Master Data Management (MDM) – Hai Nguyen

Agenda

• What is MDM• MDM & AX• Setup of MDM• Data Import/Export Framework

What is Master Data Management• Master data is shared across

computer system in the enterprise• One source of truth• Used only with reference data that

is non-transactional (People, products, and locations)

MDM & AX

• MDM builds on top (Extension of) of Data Import Export Framework (DIXF) that was shipped in R2

• Synchronize multiple instances of AX

• Uses SQL Server as master document

• Hub and Spoke relationship

Master data management overview

Contoso HQ

Regional Site 1

Regional Site 2

Regional Site 3

Central data store(SQL MDS)

Master data management overview

Contoso HQ

Regional Site 1

Regional Site 2

Regional Site 3

Central data store(SQL MDS)

Data synchronization by

leveraging SQL MDS

AX and non-AX systems as spoke

Single/multi master modes

Central conflict management

Policy based selective

synchronization

First step towards holistic data governance

High level data flow

AX 1 SQL MDS

Customer MDS entityData sync batch job

MDM

MDM UX

MDM Client Configuration

UX

MDM Provisioning

UX

Customer Entity

Customer Address Entity

import job staging

Data Import/Export

1. Change tracking

4. Invoke import

job

2. Push

3. PullCustomer entity

subscription view

Change tracking & conflict detection

AX 2

Non – AX system

Data management scenarios

SQL MDS

AX Instance 1 AX Instance 2

Customers

Customers Customers

Push/Pull Push/Pull

Multi master

Products

Products

ProductsPush/Pull Pull Only

Single master

Create/modifyRead only

MDS

Data management modes

Single master• Only one instance is allowed to write to MDS

• All other instances are read only. MDS records overwrite any changes in other instances.

• Mode can be defined at entity level

• Enforce by customizing security and defined business process

Multi Master• Any instance is allowed to create/modify records

• Conflicts are automatically detected in MDS at record level.

• Conflict resolution is done manually by data stewards using MDS excel add-in

Setup of MDM

• Update AX and SQL Server• Connect AX to SQL Server• Determine which spokes can write

data• Configure Synchronization• Filter data that is pulled and

pushed

Data Import/Export Framework• Once MDM is setup, you can use Data

Import/Export Framework (DIXF, DMF) as usual

• DIXF is an extension that helps you import and export data in AX

(Master Data, Open Stock, and Balances)

• MDM will automatically back up DIXF on SQL Server and check for any conflicts

DEMO

Q&A