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Master Data Management and Master Data Services

Posted on by Microsoft Employee

Hi All,

I have 2 question about Master Data Management and Master Data Services.

First one is  that I am gonna use Master Data Management  (MDM) but  I could not find how to install  Master Data Services  for  version of SQL Server 2012 ? Can you help me to install it for  version of SQL Server 2012?

Second one is that   i am gonna use  MDM for transactional data  but  there is an description like "Typically, transactional data is unique to a deployment and should not be used with MDM"   in description of MDM.    I wonder that is there any body who use MDM with transactional data? If you tried  it before, please tell me.

Best Regards,

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Master Data Management and Master Data Services

    Thank you Mr. Martin,

    We decided that MDM is not available for our issue. That's way we are gonna use  Dell Boomi AtomSphere to migrate all data and transfer data periodically  but your answers were so helpful for our decision.

  • Verified answer
    Martin Dráb Profile Picture
    Martin Dráb 227,969 Super User 2024 Season 2 on at
    RE: Master Data Management and Master Data Services

    If you have the same schema, you can simply copy the database.

    If you need transformations, build a solution that can transform all the data and run it as many times you like.

    MDM would help if you need to synchronize data between real environments. Even if you didn't need transactions, you could use just normal import/export without the extra layer of MDM. If you want all data, MDM can't do it, so it's out of the question.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Master Data Management and Master Data Services

    Yes, we are gonna try to replace all data in new AX instance.   We are gonna test new AX instance  during one year because we dont wanna start to use new AX instance as i said before.

    Actually, we have not decided yet  new AX system is gonna be same with old Ax system or not. We are gonna discuss it also. Probably , new system will be diffrent that's way i looking all way. For example,  now i  am  looking  "Dell Boomi AtomSphere" to transfer all data periodically.    End of searching we need to decide best way for us.

    So, what is your last suggestion? If old and new AX  instances  systems are the same, can we transfer all data between them? Or should i give up MDM?

    Best Regards.

  • Martin Dráb Profile Picture
    Martin Dráb 227,969 Super User 2024 Season 2 on at
    RE: Master Data Management and Master Data Services

    Is your intention to replace all data in the destination system?

    Why do you need to test the other AX instance for one year? Doesn't it mean that you're upgrading from an older version of AX? If so, why exactly don't you want to use AX tools for data upgrade? If you need one year for testing, it also clearly means that the systems are significantly different, so you likely can't copy data from one to another without any kind of transformation.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Master Data Management and Master Data Services

     We are gonna "transfer periodically all data from an AX instance to another AX instance" because  one of  AX instances is using by a company but we are gonna create new AX instance. When we create new AX instance, we are gonna migrate all data of company from old AX instance to new AX instance.

    Then, the company is gonna use old AX instance at least 1 year. During that time we are gonna transfer data periodically from old AX instance to new instance.

    You can ask me  why are you using both of AX instances during 1 year. Because we dont wanna use new AX instance suddenly. We wanna check and try it at least 1 year to understand that  new AX system is working or what are the predictable problems in new AX instance?  Thats the our goal.

    Best Regards.

  • Martin Dráb Profile Picture
    Martin Dráb 227,969 Super User 2024 Season 2 on at
    RE: Master Data Management and Master Data Services

    So why do you want to "transfer periodically all data from an AX instance to another AX instane". What business requirement is behind it?

    Regarding conflicts, I take your answer as that you don't have any plan. All right, let's ignore it for now.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Master Data Management and Master Data Services

    Actually, now i am just searching that how i can transfer periodically all data from an AX instance to another AX instane. So, I have not knew  probable error yet. That's way i am asking you  is that  possible  all data transfer periodically or which way is more correct for my issue?  Or has  anybody  tried that situation  before?

    Best regards.

  • Martin Dráb Profile Picture
    Martin Dráb 227,969 Super User 2024 Season 2 on at
    RE: Master Data Management and Master Data Services

    But what the business requirement that you decided to implement by periodically copying all data from one AX instance to another?

    Also, how do you plan to deal with conflicts, such as if users created the customers with the same ID in both instances and post transactions for them? Or do you have some restrictions in place that prevent conflicts?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Master Data Management and Master Data Services

    Hi  Mr. Martin,

    Ok, I am gonna try explain my situation.

    We have 2 Dynamics AX 2012 R3 instances that are using diffrent database in different server.

    First process that we are gonna migrate all data from a Dynamics AX instance to another Dynamics AX instance  by using Data Import Export Framework. I mean  that we are gonna transfer all data,  tables.

    Second  process, we are gonna transfer all data a Dynamics AX instance to another Dynamics AX periodically. It can be end of the day or one time a week but it take at least 1  year. During 1 year, MDM can do it but only non-transactions tables like CustTable, VendTable but i have to transfer transactions  tables like CustTrans or  table that has all  invoices.

    If it is more clear now, please help me.

    Best Regards.

  • Martin Dráb Profile Picture
    Martin Dráb 227,969 Super User 2024 Season 2 on at
    RE: Master Data Management and Master Data Services

    Maybe it's a difference in terminology, but for me, migration is something different than what you asked for in your other thread. There you asked for a periodic transfer of some data between AX instances, while migration is usually meant for one-off migration from one system to another, often to discontinue the source system.

    I indeed suggested MDM, because you didn't say anything about transactions. To avoid further confusion, please explain what you're trying to achieve from functional perspective, so we can recommend a suitable technical solution.

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