Master Data Services provides a central location where you can store non-transactional information. This repository serves as the primary source for accurate data within your organization. In this post I will show you how to install Master Data Services for SQL Server 2012. First launch the ‘Master Data Services Configuration Manger’ from the program menu.
You will be presented with the main screen like the one shown below. If either of the two prerequisites, IIS and PowerShell, don’t check out you will need to install them before continuing with the installation.
Once you have PowerShell and IIS installed, select Database Configuration from the menu on the left.
On this screen you will be presented with two options. Create a new database, or select an existing MDS database. If you later decide to modify some settings on your MDS database, you can select your existing database from this screen, make your adjustments and then apply your changes. Since we are going to show a new installation let’s go ahead and select ‘Create Database’.
Now you will be presented with a Create Database wizard with several steps. First, we need to connect to the SQL Server instance where we want to install the MDS database. Select your authentication preference, User name and Password to connect. Click the Next button.
On the ‘Database’ tab of the wizard, enter a Database name. You can also set some settings such as collation. Once you are satisfied with the name and settings, click Next.
The next screen is where you enter the User name for the Administrator Account. Note: Once you click the Next button the wizard will try to authenticate the entered user account to a domain controller. You will need to make sure you can access the domain controller. If you cannot, it will provide an error and you cannot continue with the install.
Next is the ‘Summary’ screen, and finally the ‘Progress and Finish’ screen.
If everything checks out, you should see a success page like the one below.
Click Finish and you will be brought back to the Database Configuration section. However, this time you will now have a database and in the System Settings section you can make adjustments. Simply make your changes and click the Apply button.
Next, we will configure IIS which will serve as one of the primary interfaces for MDS. Click on the Web Configuration option on the left. On this screen you can match up an IIS website with an MDS database. First we need to find a suitable IIS website for MDS. From the dropdown you can either select an existing website, or create a new one. Since we are doing a new install, we will select ‘Create new website’.
Select a Website name and port. If MDS is the only website you plan on hosting from your server, you may want to leave it on port 80. If you host multiple sites, or are testing, feel free to enter in a new port number. In our case we are going to select port 991.
You can leave Protocol and IP Address as the default. However, you will need to add values to the Application Pool area. Select a name for your application pool, and provide a User name and Password. Once finished, click the OK button.
You should now have a Website listed. You should also have a Database listed under the ‘Associate Application with Database’ section. If you do not, simply click the Select button and find your MDS database you just created. You should now see a screen similar to the one below with an active ‘Apply’ button available to you. If you do, excellent, go ahead and click apply. This is where the leap of faith comes in. It can take about a minute to finish the install and it doesn’t give you a progress bar.
After patiently waiting, you should finally be presented with a webpage like the one listed below. This is the Getting Started page. It offers some helpful links to get you going.
Once you are ready to dig in, click the first link on the top called ‘Open the Master Data Manager home page’.
This will bring to you to the actual MDS home page where you can start working with MDS. I will cover those areas in more detail in future posts.
Even though the Getting Started page comes up, you will still have the last screen on the MDS installation open. If you have Data Quality Services installed and want to link it with MDS, this would be the time to do so. You would simply click on the now highlighted button called ‘Enable Integration with Data Quality Services’. More details about connecting MDS and DQS can be found on my other blog post here.
When you are done with the MDS configuration manager, simply click Exit and you’re ready to start using MDS!