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--- admin_functionality:create_session:step_1_select_entity [2021/03/04 17:50]
conor.doyle
+++ admin_functionality:create_session:step_1_select_entity [2021/03/04 18:02]
conor.doyle
@@ Line 4: / Line 4: @@
 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:step1_1v2.png?nolink |}}
+{{ :admin_functionality:create_session:first_step_v3.png?800 |}}
-**Session:** Enter a unique session name.
+**1. Session:** Enter a unique session name.
-**Match Method:**
+**2. Match Method:**
-  * Intra Match
+  * Single Field (recommended)
-  * Inter Match
+  * Cross Field
-**Intra Match:**
+**Single Field Match:**
 Compares Field to Field, such as: Email 1 with Email 1.
@@ Line 23: / Line 23: @@
 | Email 3      | ⇒  | Email 3  |
-**Inter Match:**
+**Cross Field Match:**
 Compares Email 1 with Email 1, Email 2 with Email 3 etc.
@@ Line 43: / Line 43: @@
 **Note:** This option will return more matches but is more intensive and may take slightly more time to complete.
-**Entity Type:** You will now have two options from the Entity Type drop-down:
+**3. Match Type:** You will now have two options from the match type drop-down:
-{{ :admin_functionality:create_session:setp_1_2.png?nolink |}}
+{{ :admin_functionality:create_session:second_stepv3.png?600 |}}
 ----
 ===== Single Entity =====
-You will now be shown some extra fields to complete:
+Once the 'single entity' dropdown has been selected, you will now be shown some extra fields to complete:
-{{ :admin_functionality:create_session:setp_1_3.png?nolink |}}
+**1. Session Type:** Select 'Standard' for all regular deduplication sessions. For information on other types, please see the 'Create and Link' section of the Wiki.
-**Entity:** This drop-down allows you to select from your available entities.
+**2. Entity:** This drop-down allows you to select from your available entities.
-**View Type:** This defines who can view the session you create, you will have 4 options to choose from:
+**3. View Type:** This defines who can view the session you create, you will have 4 options to choose from:
 **All Records:** If selected, the session considers all the records from the entity for the session. By default, this option is selected.
@@ Line 72: / Line 72: @@
 **Note:** The source table will be the table in which you make records inactive.
+{{ :admin_functionality:create_session:step4crossentity.png?600 |}}
-{{ :admin_functionality:create_session:cross_matchv2.png?nolink |}}
+**1. Cross Match:**
+  * Across Entity - Compare Records from 2 **entities** against each other ( I.E Lead -> Contact/Account).
+  * Within Entity - Compare Records from 2 **views** within the same entity.
+**2. Source Entity:** Select the relevant entity
-**Cross Match:**
+**3. Source View Type:** You can now select one of the following view type:
-  * Across Entity - Compare Record from 2 entities against each other ( I.E Lead -> Contact/Account)
-  * Within Entity - Compare Records from 2 Views within the same entity
-**Source Entity:** Select the relevant entity
-**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.
@@ Line 89: / Line 87: @@
   * **Shared:** This will make the session available to any groups or teams the 365 User is part of.
-**Source View:** this section allows you to select the data that this session has access to (this is disabled if 'All Records' is selected).
+**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).
-**Target Entity - Across Entity Only:**  Select the relevant entity that you want to compare the source entity against.
+**5. Target Entity - Across Entity Only:**  Select the relevant entity that you want to compare the source entity against.
-**Target View Type:** You can select one of the following view type:
+**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.
@@ Line 100: / Line 98: @@
   * **Shared:** This will make the session available to any groups or teams the 365 User is part of.
-**Target View:** This is where you can select what data the session has access to (this is disabled if 'All Records' is selected).
+**7. Target View:** This is where you can select what data the session has access to (this is disabled if 'All Records' is selected).
 ----

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