Installing and Configuring Master Data Services

The following workflow provides an overview of how to install and configure Master Data Services. Master Data Services installation is a three-part process:

• Pre-Installation Tasks: Verify system requirements before you install Master Data Services.

• Installation Operations: Run Master Data Services Setup and allow post-installation operations to complete.

• Post-Installation Tasks: Create and configure the Master Data Services database, Master Data Manager Web application, and Web services.

Pre-Installation Tasks

Action	Details	Related Topics
Verify installation requirements	The computer where you run Master Data Services Setup must meet minimum requirements for: Setup. The Master Data Manager Web application and Web services. The Master Data Services database, if you host the database on the same computer as the Web application. You can separate the Web server computer and database server computer by running Setup on only the Web server computer and creating the Master Data Services database on a remote computer that runs a supported version and edition of SQL Server. Note Master Data Services is a feature of the versions and editions of SQL Server listed in Setup Requirements (Master Data Services). Any computer where you install Master Data Services must be licensed accordingly. For more information, refer to the End User License Agreement (EULA).	Setup Requirements (Master Data Services) Web Application Requirements (Master Data Services) Database Requirements (Master Data Services)
Configure the required roles, role services, and features	Before you run Setup, configure the computer with the required Windows roles, role services, and features. Note Although you can perform this step later in the workflow, it is helpful to configure this prior to running Setup so that you can perform Web configuration tasks immediately following the installation.	Web Application Requirements (Master Data Services)
Review language support considerations	Determine the language that you want to install and run Master Data Services in.	Multi-Lingual and Global Deployments (Master Data Services)

Installation Operations

Action	Details	Related Topics
Run Master Data Services Setup	On the computer that will host the Master Data Manager Web application, use Master Data Services Setup to open a wizard that performs the following operations on the local computer: Installs Master Data Services folders and files at the location you specify, and assigns permissions to these objects. Registers Master Data Services assemblies in the Global Assembly Cache (GAC). Installs Master Data Services Configuration Manager.	How to: Install Master Data Services Folder and File Permissions (Master Data Services)
Allow Master Data Services Configuration Manager to open and complete post-installation operations	After Setup completes, Master Data Services Configuration Manager immediately opens and the following post-installation operations proceed on the local computer: The Master Data Services snap-in for Windows PowerShell is registered. A Windows group, MDS_ServiceAccounts, is created to contain Master Data Services service accounts for application pools. Under the Master Data Services installation path, the MDSTempDir folder is created and permissions are assigned for MDS_ServiceAccounts. This folder is where temporary compilation files are compiled for the Master Data Manager Web application. In the Master Data Services Web.config file, the tempDirectory attribute of the <compilation> element is configured with the path to the MDSTempDir folder. If you script the installation process, these operations do not occur. You can open Master Data Services Configuration Manager to register the Master Data Services snap-in, but you must manually perform the other steps to complete the configuration.	Folder and File Permissions (Master Data Services) Web Configuration Reference (Master Data Services) Master Data Services Cmdlet Reference (Windows PowerShell)

Post-Installation Tasks

Action	Details	Related Topics
Create a Master Data Services database	Use either Master Data Services Configuration Manager or Master Data Services cmdlets to create a Master Data Services database for your master data.	How to: Create a Master Data Services Database New-MasterDataServicesDatabase (Windows PowerShell)
Create a Master Data Manager Web application	Use Master Data Services Configuration Manager to create and configure a Web application to host Master Data Manager.	How to: Create a Master Data Manager Web Application (Master Data Services)
Associate a Master Data Services database with a Web application	Use Master Data Services Configuration Manager to associate your Master Data Manager Web application with your Master Data Services database.	How to: Associate a Master Data Services Database and Web Application
Enable Web services	Enable Web services for your Master Data Manager Web application when you want to access Master Data Services programmatically.	How to: Enable Web Services (Master Data Services)

If you encounter issues during the installation process or initial configuration, see Troubleshooting Installation and Configuration Issues (Master Data Services).

If you no longer need Master Data Services on a computer, you can uninstall Master Data Services and determine whether to remove items that are not affected by the uninstall process. For more information, see Uninstalling and Removing Master Data Services.