Before installing Master Data Services, you’ll want to make sure that the prerequisite components are in place. You’ll need Powershell 2.0 or higher, plus IIS installed. With IIS, you’ll need to have Windows Authentication enabled. That feature isn’t available with certain lower editions of Windows (like Windows 7 Home edition, so if trying to install at home you’ll need Professional, Enterprise or Ultimate). You’ll also need to be on the .Net Framework 3.5 or higher as well.
When starting the Master Data Services Configuration Manager, the initial screen will list any prerequisites that aren’t met. In my test, I received this message:
“Before creating an MDS web application, you must correct the following errors:
Internet Information Services (IIS) is not configured on this server.
These required Web Server role services are not installed:
So I needed to go back to Windows Components and select this option. For Windows 7, this is under Control Panel => Programs & Features => Turn Windows Features On Or Off, and then drilling down to Internet Information Services => World Wide Web Services => Security => Windows Authentication. I also need to enable Static Content Compression under World Wide Web Services => Performance Features.
After the pre-reqs have been met, we’ll need to have a database to store the master data, and then we’ll set up a website that the users will go to access and maintain the master data.
Select the ‘Database Configuration tab’ on the left to point to a database to store the Master data. We can select an existing database, but in my case I chose to create a new database:
1)Create MDS database
Create Database – Starts Create Database wizard
Once we have a database created and setup, we’ll need to go to the ‘Web Configuration’ tab and set up a web application for the MDS website.
A. Create a new website, or use an existing website and create a new web application
I chose to create a new website. When selecting ‘Create a new website’, I received a message:
“This website cannot be created because another website binding is configured with this port. Change the port number or use a unique host header name”.
So I just used a port other than the default port 80. You’ll then create an Application pool, for which we’ll need to specify credentials for a current Active Directory user.
B. Link the Web application to the database
Select ‘Associate Application With Database’, and chose the database that was created in the previous step.
Click ‘Apply’ – If successful, the message ‘Web Application settings applied successfully’ is displayed, with an option to start the app.
On the start page, we have a link to ‘Install Master Data Services Add-in for Microsoft Excel’, which gives the users the option to use Excel to manage the Master data.
There are some sample models available, so I chose to install once to give me an idea on how to progress.
For my install, the three samples were at:
C:\Program Files\Microsoft SQL Server\110\Master Data Services\Samples\Packages
We’ll use the MDSModelDeploy executable to install the models. In the Command Line:
cd “C:\Program Files\Microsoft SQL Server\110\Master Data Services\Configuration”
to get the executable’s directory.
We can run the command:
To list Service, Website, Virtual Path for our current setup. We’ll need the service name for the install step.
To install the sample (in this case the customer model):
MDSModelDeploy deploynew –package “C:\Program Files\Microsoft SQL Server\110\Master Data Services\Samples\Packages\customer_en.pkg” -model CustomerSample –service MDS1
Back in the web application, click ‘Refresh cached Information’ in top right to see the samples. The ‘Explorer’ link will take us to the sample model.