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--- admin_functionality:create_session:step_1_select_entity [2018/07/19 13:20]
conor.doyle
+++ admin_functionality:create_session:step_1_select_entity [2023/01/13 16:29] (current)
hayden.law
@@ Line 1: / Line 1: @@
-====== Step 1 - Selecting an Entity ======
+====== Step 1 - Session Setup ======
 ----
-The settings applied in this section will allow you to name and select the entity to be used in this session. The screen below outlines this:
+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 |}}
+{{ :admin_functionality:sessionsetup.png?800 |}}
-**Session:** Enter a unique session name
+**1. Session:** Enter a unique session name.
-**Entity:** Now you will have two options from the Entity Type drop-down:
+**2. Match Method:**
-{{ :admin_functionality:create_session:setp_1_2.png?nolink |}}
+  * 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 =====
-You will now be shown some extra fields to complete:
+==== Dynamics Customers ====
-{{ :admin_functionality:create_session:setp_1_3.png?nolink |}}
+Once the 'single entity' dropdown has been selected, you will now be shown some extra fields to complete:
-**Select Entity:** This field is where you select from your available entities
+**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.
-**View Type:** This defines who can view the session you create,You will have 4 options to choose from.
+**2. Entity:** This drop-down allows you to select from your available entities.
-  * **All Records:** If 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.
+**3. View/Type:** This defines who can view the session you create, you will have 4 options to choose from:
-  * **System:** This will make the session visible to everyone and have access System views created outside of Perfect and Merge.
+**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 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 using MS CRM.
 **View:** This is where you select what data the session has access to (this is disabled if **All Records** is selected).
+==== Workbooks Customers ====
-**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.
+Once the 'single entity' dropdown has been selected, you will now be shown some extra fields to complete:
+**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.
+**2. Entity:** This drop-down allows you to select from the Organisation or People Entities.
+**3. Report Type:** This defines who can view the session you create, you will have 2 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.
+  * **Report:** This will make the session only visible to you, but with the caveat that it must be created and placed under the 'DQ'report category.
 ----
-===== Cross Entity =====
+===== Across Entity (Dynamics ONLY) =====
-Cross 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:
+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:
-{{ :admin_functionality:create_session:setp_1_4.png?nolink |}}
+**Note:** The source table will be the table in which you make records inactive.
-**Source Entity:** Select the relevant entity
+{{ :admin_functionality:create_session:step4crossentity.png?600 |}}
-**Source View Type:** You can now select one of the following view type:
+**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.
-  * **All Records:** If selected, Perfect and Merge considers all the records from the entity. By default, this option is selected.
+**2. Source Entity:** Select the relevant entity
-  * **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.
+**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.
-**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:** 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, Perfect and Merge considers all the records from the entity for the session. By default, this option is selected.
+  * **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 Perfect and Merge.
+  * **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 Perfect and Merge.
+  * **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.
-**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).
+----
+===== Session Settings =====
+These descriptions refer to the right hand side section of the 'Create Session - Step 1'
+{{ :admin_functionality:create_session:sessionsetup2.png?800 |}}
+**Master Record Based On:** How will the Master record be chosen? Using rule based logic or score based logic. See 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 will not be included in the session. If 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 logic. See the [[admin_functionality:settings:set_display_and_auto_fill|Display and Auto Fill Guide for more details.]]
----
+**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.
-===== Miscellaneous =====
-**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 session. If selected, the inactive records from Accounts or Contacts are considered in the session.
-{{ :admin_functionality:create_session:step_4_4.png?nolink |}}
+**Folder Name (Optional) :** This option allows you to select whether you would like to group this session in a specified folder e.g. Contact Sessions, Account Sessions etc.

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