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admin_functionality:create_session:step_2_set_attribute_groups

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admin_functionality:create_session:step_2_set_attribute_groups [2018/07/23 09:19]
luke.swanton 		admin_functionality:create_session:step_2_set_attribute_groups [2023/01/23 16:53] (current)
hayden.law [Related Entities]
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-====== Step 2 - Setting the Attribute Groups ======+====== Step 2 - Setting the Match Groups ======
 ---- ----
 ===== Single Entity Configuration ===== ===== Single Entity Configuration =====
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 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 |}}+
  
-Alternatively, default groups from other entities can be added using:+{{ :admin_functionality:create_session:functions.png?200 |}}
  
-{{ :admin_functionality:create_session:step_2_6.png?nolink |}}+  * **1. Expand All -** Expand all match groups 
 +  * **2. Add Match Group -** Add existing match group or create a new group 
 +  * **3. Delete -** Tag and then remove match groups 
 +  * **4. Refresh -** 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.
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 ==== 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 39: Line 41:
  
 ---- ----
-==== Match Key Column ==== 
  
-This column allows you to specify your matching engine.+==== Match vs Score ====
  
-There are six options available:+This section describes the difference between including groups for scoring vs including groups for scoring.
  
-  * DQ Fonetix (Recommended) +{{ :admin_functionality:create_session:include_for_matching.png?800 |}}
-  * DQ Metaphone +
-  * DQ Soundex +
-  * Metaphone  +
-  * SoundEx +
-  * No MatchKey+
  
----- +Include for matching - This will include a match group, along with its attributes, in the matching process. 
-==== Include For Matching Column ====+
  
-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.+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. 
  
-**Note:** At least one group must be included for matching. +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 |}} 
  
 ---- ----
-===== Cross Entity  Configuration=====+===== Across 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 |}} 
  
-To start the process you must first go through and assign your related fields from the entities; +{{ :admin_functionality:create_session:xentityv3.png?800 |}}
-E.G. Lead.Address_1_Name maps to Account.Address_1_Name +
-{{ :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:+To start the process you must first go through and assign your related fields from the entities:
  
-**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.+E.g. Address1_Country --> Address1_Country (as shown in the screenshot below)
  
-{{ :admin_functionality:create_session:step_2_5.png?nolink |}}+{{ :admin_functionality:create_session:cross_ent_step_2_2.png?nolink |}}
  
-Alternatively, default groups from other entities can be added using:+**NOTE:** Attributes map have already been manually mapped on the [[admin_functionality:settings:map_entities| Across Entity Mapping Page.]]
  
-{{ :admin_functionality:create_session:step_2_6.png?nolink |}}+---- 
 +**Page Functions:**
  
-**Note:** Groups and attributes can be re-arranged by using the drag and drop function.+{{ :admin_functionality:create_session:functions.png?200 |}}
  
----- +  * **1. Expand All -** Expand all match groups 
-==== Field Groups Column ==== +  * **2. Add Match Group -** Add existing match group or create a new group 
-This column contains the Attribute from the Source Entity+  * **3. Delete -** Tag and then remove match groups 
 +  * **4. Refresh -** Refresh to pre saved settings
  
----- +**Note:** Groups and attributes can be re-arranged by using the drag and drop function.
-==== Target Column ==== +
-This column contains the Attribute from the Target Entity+
  
 ---- ----
 ==== 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_cross_entity.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 100: Line 97:
   * 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.+This section describes the difference between including groups for scoring vs including groups for scoring.
  
-**Note:** At least one group must be included for matching.  +{{ :admin_functionality:create_session:include_for_matching.png?800 |}}
-===== Miscellaneous Functions =====+
  
-This section allows you to setup the groups that will be used for matching and scoring of duplicates.+Include for matching - This will include a match group, along with its attributes, in the matching process. 
  
-You will see a screen similar to this: +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. 
  
-**Note:** However this will vary depending on entity and the default groups you have setup.+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:step_2_1.png?nolink&600 |}} +{{ :admin_functionality:create_session:scoring_vs_matching_example.png?800 |}}
- +
-**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. +=====Related Entities=====
- +
-{{ :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.+This section explains how to enable the functionality of using related entity attributes for matching.
  
-{{ :admin_functionality:create_session:step_2_9.png?nolink |}}+In this example, we will run through adding **Opportunity** attributes for matching on the **Account** entity.
  
-**Back:** This will direct you back to step 1.+Go to **Settings** and then head to **Advanced Settings**.
  
-{{ :admin_functionality:create_session:step_4_2.png?nolink |}}+{{ :admin_functionality:settings:resteps1.png?800 |}}
  
-**Skip to Start:** This is only applicable to Cloned sessions.+Within Advanced Settings, select **Related Entities** and then select the appropriate entity. In this example, we will select the Account entity. This will open the [[admin_functionality:settings:custom_settings#related_entities|Related Entities]] configuration.
  
-{{ :admin_functionality:create_session:step_4_3.png?nolink |}}+{{ :admin_functionality:settings:resteps2.png?800 |}}
  
-**Next:** This will direct you to step 3.+Select the related entities that you would like to use for related entity matching under the **Include for Match** header. In this example, we have checked the Include for Match box within the Opportunity row, which will enable Opportunity attributes for matching. After checking the appropriate box, select **Save**.
  
-{{ :admin_functionality:create_session:step_4_4.png?nolink |}}+{{ :admin_functionality:settings:resteps3.png?800 |}}
  
 +Now return to 'Create Session' and on [[admin_functionality:create_session:step_2_set_attribute_groups|Step 2 - Setting the Match Groups]] you will notice Opportunity is now present within the Entity Attributes section on the left.
  
 +{{ :admin_functionality:settings:resteps4.png?200 |}}
  
 +Similar to standard configuration, you can drag and drop any fields within the Opportunity entity and use this for matching.
  
 +{{ :admin_functionality:settings:resteps5.png?800 |}}
admin_functionality/create_session/step_2_set_attribute_groups.1532337597.txt.gz · Last modified: 2018/07/23 09:19 by luke.swanton

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