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admin_functionality:create_session:step_2_set_attribute_groups [2018/07/24 15:26]
luke.swanton [Match Key Column]
admin_functionality:create_session:step_2_set_attribute_groups [2021/03/04 20:16]
conor.doyle
Line 1: Line 1:
-====== Step 2 - Setting the Attribute Groups ======+====== Step 2 - Setting the Match Groups ======
 ---- ----
 ===== Single Entity Configuration ===== ===== Single Entity Configuration =====
Line 6: Line 6:
 As per the global setting applied, the list groups will appear here. If needed, you can update this section for the current session. As per the global setting applied, the list groups will appear here. If needed, you can update this section for the current session.
  
-{{ :admin_functionality:create_session:102.png?nolink&600 |}}+{{ :admin_functionality:create_session:step2v3.png?800 |}}
  
----- 
-==== Field Groups Column ==== 
  
-**Note:** Any default grouping you have made in the settings menu will be imported. See the **[[admin_functionality:settings:set_attribute_groups| Set Attribute Groups Guide]]** for more detail.+**Note:** Any default grouping you have made in the settings menu will be imported. See the **[[admin_functionality:settings:set_attribute_groups| Match Groups Guide]]** for more detail.
  
-However custom groups can be added by using:+---- 
 +**Page Functions:**
  
-{{ :admin_functionality:create_session:step_2_5.png?nolink |}}+{{ :admin_functionality:create_session:functions.png?200 |}}
  
-Alternatively, default groups from other entities can be added using: +  * **1. Expand All -** Expand all match groups 
- +  * **2. Add Match Group -** Add existing match group or create a new group 
-{{ :admin_functionality:create_session:step_2_6.png?nolink |}}+  * **3. Delete -** Tag and then remove match groups 
 +  * **4Refresh -** Refresh to pre saved settings
  
 **Note:** Groups and attributes can be re-arranged by using the drag and drop function. **Note:** Groups and attributes can be re-arranged by using the drag and drop function.
Line 26: Line 26:
 ==== Priority Column ==== ==== Priority Column ====
  
-By default, the priorities will appear as per the global settings. You can set/modify the 'Priority' for each group with the help of drop-down selection. 'Priority' is used to select the weighting for the match group. The 'Priority' drop-down will have five values:+By default, the priorities will appear as per the global settings. You can set/modify the 'Priority' for each group with the help of drop-down selection. 'Priority' is used to select the weighting for the match group. 
 + 
 +{{ :admin_functionality:create_session:priority_column.png?800 |}}
  
 By default the priorities will be the same as when set in the default creation, however these can be overridden using the drop-down. The available options are: By default the priorities will be the same as when set in the default creation, however these can be overridden using the drop-down. The available options are:
Line 37: Line 39:
  
 Priority is used to select a weight for the group in the match process. Priority is used to select a weight for the group in the match process.
 +
 +----
 +==== Match vs Score ====
 +
 +This section describes the difference between including groups for scoring vs including groups for scoring.
 +
 +{{ :admin_functionality:create_session:include_for_matching.png?800 |}}
 +
 +Include for matching - This will include a match group, along with its attributes, in the matching process. 
 +
 +Do not include for matching - This will not feed the match group to the match engine, however once duplicate records are grouped, this data will be used for scoring records. 
 +
 +E.g Email could be used for matching where sales@dqglobal.com returns multiple duplicate records. However when the data is scored with a score group 'Name' including the attributes 'First Name' & 'Last Name', the records will not score as duplicates upon scoring of these values. This setup would look like this:
 +
 +{{ :admin_functionality:create_session:scoring_vs_matching_example.png?800 |}}
  
 ---- ----
Line 90: Line 107:
  
 ---- ----
-==== Include For Matching Column ==== +===== Across Entity  Configuration =====
- +
-Each group has a checkbox, if you disable matching for a group, it will not be used in the search for duplicates but will still be used to assess its overall duplicate score. +
- +
-**Note:** At least one group must be included for matching.  +
- +
----- +
-===== Cross Entity  Configuration=====+
  
 After you have selected your desired Entities from Step 1, you will be presented with a screen similar to this: After you have selected your desired Entities from Step 1, you will be presented with a screen similar to this:
  
-{{ :admin_functionality:create_session:cross_ent_step_2_1.png?nolink |}}+{{ :admin_functionality:create_session:xentityv3.png?800 |}}
  
 To start the process you must first go through and assign your related fields from the entities: To start the process you must first go through and assign your related fields from the entities:
  
-E.g. Lead.Address_1_Name maps to Account.Address_1_Name+E.g. Address1_Country --> Address1_Country (as shown in the screenshot below)
  
 {{ :admin_functionality:create_session:cross_ent_step_2_2.png?nolink |}} {{ :admin_functionality:create_session:cross_ent_step_2_2.png?nolink |}}
  
-Next, you must add them into a group folder, This can be in custom groups or default groups:+**NOTE:** Attributes map have already been manually mapped on the [[admin_functionality:settings:map_entities| Across Entity Mapping Page.]]
  
-**Note:** Any default grouping you have made in the settings menu will be imported. See the **[[admin_functionality:settings:set_attribute_groups| Set Attribute Groups Guide]]** for more detail.+---- 
 +**Page Functions:**
  
-{{ :admin_functionality:create_session:step_2_5.png?nolink |}}+{{ :admin_functionality:create_session:functions.png?200 |}}
  
-Alternatively, default groups from other entities can be added using: +  * **1. Expand All -** Expand all match groups 
- +  * **2. Add Match Group -** Add existing match group or create a new group 
-{{ :admin_functionality:create_session:step_2_6.png?nolink |}}+  * **3. Delete -** Tag and then remove match groups 
 +  * **4Refresh -** Refresh to pre saved settings
  
 **Note:** Groups and attributes can be re-arranged by using the drag and drop function. **Note:** Groups and attributes can be re-arranged by using the drag and drop function.
  
 ---- ----
-==== Field Groups Column ==== +==== Priority Column ====
-This column contains the Attribute from the Source Entity+
  
----- +By default, the priorities will appear as per the global settings. You can set/modify the 'Priority' for each group with the help of drop-down selection. 'Priority' is used to select the weighting for the match group.
-==== Target Column ==== +
-This column contains the Attribute from the Target Entity+
  
----- +{{ :admin_functionality:create_session:priority_cross_entity.png?800 |}}
-==== Priority Column ==== +
- +
-By default, the priorities will appear as per the global settings. You can set/modify the 'Priority' for each group with the help of drop-down selection. 'Priority' is used to select the weighting for the match group. The 'Priority' drop-down will have five values:+
  
 By default the priorities will be the same as when set in the default creation, however these can be overridden using the drop-down. The available options are: By default the priorities will be the same as when set in the default creation, however these can be overridden using the drop-down. The available options are:
Line 141: Line 147:
   * Medium   * Medium
   * Normal   * Normal
-  *  
  
----- +Priority is used to select a weight for the group in the match process.
-==== Match Key Column ====+
  
-This column allows you to specify your matching engine. 
- 
-There are six options available: 
- 
-  * DQ Fonetix (Recommended) 
-  * DQ Metaphone 
-  * DQ Soundex 
-  * Metaphone  
-  * SoundEx 
-  * No MatchKey 
 ---- ----
-==== Include For Matching Column ==== +==== Match vs Score ====
- +
-Each group has a checkbox, if you disable matching for a group, it will not be used in the search for duplicates but will still be used to assess its overall duplicate score. +
- +
-**Note:** At least one group must be included for matching.  +
-===== Miscellaneous Functions ===== +
- +
-This section allows you to setup the groups that will be used for matching and scoring of duplicates. +
- +
-You will see a screen similar to this:  +
- +
-**Note:** However this will vary depending on entity and the default groups you have setup. +
- +
-{{ :admin_functionality:create_session:step_2_1.png?nolink&600 |}} +
- +
-**Matching Language:** When creating these groups you have the option to choose the matching language. The following can be used: +
- +
-  * English +
-  * French +
-  * German +
-  * Italian +
-  * Spanish +
- +
-This option is located: +
- +
-{{ :admin_functionality:create_session:step_2_2.png?nolink |}} +
- +
-**Display Attributes by:** This is located just below the language drop-down, and allows you to filter the display names between the database 'Schema Name' and a user friendly 'Display Name'+
- +
-**Display Attributes Sorting:** The displayed attributes can also be sorted in: +
- +
-  * Ascending A-Z +
-  * Descending Z-A +
- +
-This is done by using the drop-down menu available on the 'Entity Attributes' title. +
- +
-{{ :admin_functionality:create_session:step_2_3.png?nolink |}} +
- +
-**Note:** On this same menu under the 'Columns' option, you can also turn on or off the 'Attribute Icons' and title's. +
- +
-**Hover Actions:** +
- +
-  * Hovering over an attribute in 'Display Name' mode will give a tool-tip containing that attributes 'Schema Name' and vice versa when in 'Schema Name' mode. +
-  * Hovering over an attribute's icon will give a tool-tip containing the type of that attribute. +
- +
-**Attribute Searching:** You can filter down the list of attributes by using the search icon: +
- +
-{{ :admin_functionality:create_session:step_2_4.png?nolink |}} +
- +
-**Note:** You must search by the title of the display mode you are in. +
- +
----- +
- +
-**Expand/Collapse all:** This button will let you expand all folders or collapse all folders. +
- +
-{{ :admin_functionality:create_session:step_2_7.png?nolink |}} +
- +
-**Delete Selected Item:** Clicking this button will delete the current selected item. +
- +
-{{ :admin_functionality:create_session:step_2_8.png?nolink |}} +
- +
-**Refresh:** This will erase any changes you make a revert it make to the default. +
- +
-{{ :admin_functionality:create_session:step_2_9.png?nolink |}}+
  
-**Back:** This will direct you back to step 1.+This section describes the difference between including groups for scoring vs including groups for scoring.
  
-{{ :admin_functionality:create_session:step_4_2.png?nolink |}}+{{ :admin_functionality:create_session:include_for_matching.png?800 |}}
  
-**Skip to Start:** This is only applicable to Cloned sessions.+Include for matching - This will include a match group, along with its attributes, in the matching process
  
-{{ :admin_functionality:create_session:step_4_3.png?nolink |}}+Do not include for matching - This will not feed the match group to the match engine, however once duplicate records are grouped, this data will be used for scoring records
  
-**Next:** This will direct you to step 3.+E.g Email could be used for matching where sales@dqglobal.com returns multiple duplicate records. However when the data is scored with a score group 'Name' including the attributes 'First Name' & 'Last Name', the records will not score as duplicates upon scoring of these valuesThis setup would look like this:
  
-{{ :admin_functionality:create_session:step_4_4.png?nolink |}}+{{ :admin_functionality:create_session:scoring_vs_matching_example.png?800 |}}
  
  
  
  
admin_functionality/create_session/step_2_set_attribute_groups.txt · Last modified: 2021/03/04 20:17 by conor.doyle