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