User Tools
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Table of Contents
Home Screen
Session Filtering:
By using the dropdown you can filter the view between;
- All Sessions
- Active Sessions
- Inactive Sessions
Session Status: It shows the status of the session. There will be following 7 different statuses for the Session:
- Match Pending: When the session is created, but not yet started.
- Match in Progress: When the matching process is running for the session.
- Matched: When the matching process completed for the session.
- Review in Progress: When a user has not finished reviewing the groups from the session.
- Reviewed: When all the groups reviewed from the session.
- Merged: All records in the session are merged by SmartMerge service.
- On Hold: Package limit (Records fed in match engine) exceeded for the ‘Production’ customer type.
Session Options
Create New Session: This button is to create a new session.
Delete: This button lets you delete an existing session
Refresh:
This lets you refresh the page.
Note: Fields will dynamically update but refresh is there if something goes funky.
Toggle Avtive/Inactive:
This lets you toggle whether a session is in the active state or the inactive state.
Session Scheduling
To create/edit/remove a session schedule Double-Click on the clock icon for inline with the session you wish to schedule.
If you are creating a schedule, a confirmation box will appear:
Otherwise, a window like this will appear:
1. Session Details:
Session: This is the name of the session you are scheduling.
Entity: Which table this session is checking.
2. Schedule Frequency
This is how often you would like the schedule to run;
- Once
- Daily
- Weekly
- Monthly
3. Running Dates
These sections let you set how long you want this schedule to last.
Note: After the end date the schedule will be set as inactive.
4. Time of Run
This box lets you specify a time for the session to run
Note: Please factor in time the session will take to run, if you are scheduling to avoid operational hours.
5. Schedule Actions
From this list you can pick which privileges the session will have access to when running on its own.
6. Schedule State
Here you can set what state of the schedule.
7. Maximum Clones
How many copies of this session can be active at the same time.
