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admin_functionality:create_session:step_1_select_entity [2018/07/17 08:35]
luke.swanton [Miscellaneous]
admin_functionality:create_session:step_1_select_entity [2021/07/06 09:55]
conor.doyle
Line 1: Line 1:
-====== Step 1 - Selecting an Entity ======+====== Step 1 - Session Setup ======
 ---- ----
  
-At this point you will see : +The settings applied in this section will allow you to name and select the entity to be used in this session. This is shown on the screen below
-{{ :admin_functionality:create_session:setp_1_1.png?nolink |}}+
  
-To begin with: +{{ :admin_functionality:create_session:first_step_v3.png?800 |}}
-  * Enter a unique tittle name for the session+
  
-Now you will have Two options from the Entity Type dropdown; +**1. Session:** Enter a unique session name.
-{{ :admin_functionality:create_session:setp_1_2.png?nolink |}}+
  
-----+**2. Match Method:** 
  
 +  * Single Field (recommended)
 +  * Cross Field
 +
 +**Single Field Match:**
 +
 +Compares Field to Field, such as: Email 1 with Email 1.
 +
 +^  Comparison                |||
 +^ Field 1      |    ^ Field 2  ^
 +| Email 1      | ⇒  | Email 1  |
 +| Email 2      | ⇒  | Email 2  |
 +| Email 3      | ⇒  | Email 3  |
 +
 +**Cross Field Match:**
 +
 +Compares Email 1 with Email 1, Email 2 with Email 3 etc.
 +
 +^  Comparison                |^^
 +^ Field 1      |    ^ Field 2  ^
 +| Email 1      | ⇒  | Email 1  |
 +|              | ⇒  | Email 2  |
 +|              | ⇒  | Email 3  |
 +|              |    |          |
 +| Email 2      | ⇒  | Email 1  |
 +|              | ⇒  | Email 2  |
 +|              | ⇒  | Email 3  |
 +|              |    |          |
 +| Email 3      | ⇒  | Email 1  |
 +|              | ⇒  | Email 2  |
 +|              | ⇒  | Email 3  |
 +
 +**Note:** This option will return more matches but is more intensive and may take slightly more time to complete.
 +
 +**3. Match Type:** You will now have two options from the match type drop-down:
 +
 +{{ :admin_functionality:create_session:second_stepv3.png?600 |}}
 +
 +----
 ===== Single Entity ===== ===== Single Entity =====
  
-You will now be shown some extra fields to complete: +=== Dynamics Customers ===
-{{ :admin_functionality:create_session:setp_1_3.png?nolink |}}+
  
-**Select Entity:** This field is where you select from your available entities+Once the 'single entity' dropdown has been selected, you will now be shown some extra fields to complete:
  
-**View Type:** This defines who can view the session you create,You will have 4 options to choose from. +**1. Session Type:** Select 'Standard' for all regular deduplication sessionsFor information on other typesplease see the 'Create and Link' section of the Wiki.
-  * **All Records:** If selected, it considers all the records from the entity for the sessionBy defaultthis option is selected. +
-  * **Personal:** This will make the session only visible to you, but with the caveat that it can only access data from other personal views that you have created outside of Perfect and Merge. +
-  * **System:** This will make the session visible to everyone and have access System views created outside of Perfect and Merge. +
-  * **Shared:** This will make the session available to any groups or teams the 365 User is part of.+
  
-**View:** this is where you select what data the session has access to.(This is disabled if **All Records** is selected).+**2. Entity:** This drop-down allows you to select from your available entities.
  
 +**3. View/Report Type:** This defines who can view the session you create, you will have 4 options to choose from:
  
-**Include Inactive Records from Dataset:** This option is only applicable for the Account and Contact Entities. By default, it is unselected which means the inactive records from Accounts or Contacts won’t be included in the Session. If selected, the inactive records from Accounts or Contacts are considered in the session.+**All Records:** If selected, the session considers all the records from the entity for the session. By default, this option is selected
 +  * **Personal:** This will make the session only visible to youbut with the caveat that it can only access data from other personal views that you have created outside of DQ for Dynamics. 
 +  * **System:** This will make the session visible to everyone and give access to System views created outside of DQ for Dynamics. 
 +  * **Shared:** This will make the session available to any groups or teams using MS CRM.
  
 +**View:** This is where you select what data the session has access to (this is disabled if **All Records** is selected).
  
 ---- ----
 +===== Across Entity (Dynamics ONLY) =====
  
-===== Cross Entity =====+Across Entity Matching allows you to match between two entities. You will now be shown some extra fields to complete, this is displayed in the screen below:
  
-You will now be shown some extra fields to complete: +**Note:** The source table will be the table in which you make records inactive.
-{{ :admin_functionality:create_session:setp_1_4.png?nolink |}}+
  
-**Source Entity:** Select the relevant entity that you want data to be removed from.+{{ :admin_functionality:create_session:step4crossentity.png?600 |}}
  
-**Source View Type:** The user should select one of the following view type; +**1. Cross Match:** 
-  * All Records: If selected, it considers all the records from the entity for the sessionBy default, this option is selected+  * Across Entity - Compare Records from 2 **entities** against each other ( I.E Lead -> Contact/Account)
-  * Personal: This will make the session only visible to you, but with the caveat that it can only access data from other personal views that you have created outside of Perfect and Merge. +  * Within Entity - Compare Records from 2 **views** within the same entity.
-  System: This will make the session visible to everyone and have access System views created outside of Perfect and Merge. +
-  Shared: This will make the session available to any groups or teams the 365 User is part of.+
  
-**Source View:** this is where you select what data the session has access to.(This is disabled if All Records is selected).+**2. Source Entity:** Select the relevant entity 
 + 
 +**3. Source View Type:** You can now select one of the following view type: 
 + 
 +  * **All Records:** If selected, DQ for Dynamics considers all the records from the entity. By default, this option is selected. 
 +  * **Personal:** This will make the session only visible to you, but with the caveat that it can only access data from other personal views that you have created outside of DQ for Dynamics. 
 +  * **System:** This will make the session visible to everyone and give access to System views created outside of DQ for Dynamics. 
 +  * **Shared:** This will make the session available to any groups or teams the 365 User is part of. 
 + 
 +**4. Source View:** this section allows you to select the data that this session has access to (this is disabled if 'All Records' is selected). 
 + 
 +**5. Target Entity - Across Entity Only:**  Select the relevant entity that you want to compare the source entity against. 
 + 
 +**6. Target View Type:** You can select one of the following view type: 
 + 
 +  * **All Records:** If selected, DQ for Dynamics considers all the records from the entity for the session. By default, this option is selected. 
 +  * **Personal:** This will make the session only visible to you, but with the caveat that it can only access data from other personal views that you have created outside of DQ for Dynamics. 
 +  * **System:** This will make the session visible to everyone and have access System views created outside of DQ for Dynamics. 
 +  * **Shared:** This will make the session available to any groups or teams the 365 User is part of. 
 + 
 +**7. Target View:** This is where you can select what data the session has access to (this is disabled if 'All Recordsis selected). 
 + 
 +---- 
 +===== Session Settings =====
  
-**Target Entity:** Select the relevant entity that you want to compare the source entity against.+These descriptions refer to the right hand side section of the 'Create Session - Step 1'
  
-**Target View Type:** The user should select one of the following view type; +{{ :admin_functionality:create_session:step5v3wiki.png?800 |}}
-  * All RecordsIf selected, it considers all the records from the entity for the session. By default, this option is selected. +
-  * Personal: This will make the session only visible to you, but with the caveat that it can only access data from other personal views that you have created outside of Perfect and Merge. +
-  * System: This will make the session visible to everyone and have access System views created outside of Perfect and Merge. +
-  * SharedThis will make the session available to any groups or teams the 365 User is part of.+
  
-**Target View:** this is where you select what data the session has access to.(This is disabled if All Records is selected).+**Master Record Based On:** How will the Master record be chosen? Using rule based logic or score based logicSee the [[admin_functionality:settings:set_best_record|Master Record Settings Guide for more details.]]
  
-**Include Inactive Records from Dataset:** This option is only applicable for the Account and Contact Entities. By default, it is unselected which means the inactive records from Accounts or Contacts won’t be included in the SessionIf selected, the inactive records from Accounts or Contacts are considered in the session.+**Auto Fill Based On:** How will the master record get Auto Filled? Using the rule based logic or the score based logicSee the [[admin_functionality:settings:set_display_and_auto_fill|Display and Auto Fill Guide for more details.]]
  
-===== Miscellaneous =====+**Run Auto Promote:** This option will run the Auto Promote process as soon as the matching process has finished, this will then give you the best matches per your rules for you to review.
  
-**Back:** This will direct you back to the 'Sessions' screen. +**Match Contacts at the same Company/Organisation - Contact/People ENTITY ONLY:**
-{{ :admin_functionality:create_session:step_4_2.png?nolink |}}+
  
-**Skip to Start:** This is only applicable to Cloned sessions. +  Enabling this option will change the search to look for duplicates within each company 
-{{ :admin_functionality:create_session:step_4_3.png?nolink |}}+  Disabling this option will change the search to look for duplicates across companies
  
-**Next:** This will direct you to step 2. +**Include Inactive Records from Dataset:** This option is only applicable for the Account and Contact entities. By default, it is unselected which means the inactive records from Accounts or Contacts will not be included in the sessionIf selected, the inactive records from Accounts or Contacts are considered in the session.
-{{ :admin_functionality:create_session:step_4_4.png?nolink |}}+
  
admin_functionality/create_session/step_1_select_entity.txt · Last modified: 2021/07/06 09:58 by conor.doyle