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admin_functionality:settings_overview [2018/09/11 15:20]
luke.swanton [Custom Settings] 		admin_functionality:settings_overview [2021/07/01 11:21]
conor.doyle
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-====== Overview of settings ======+====== Overview of Settings ====== 
 ===== Settings ===== ===== Settings =====
  
-The sections below define the main sections within the Perfect and Merge application. The following steps outline an overview of the sections. Select the links for more information.+The sections below define the main functionalities within the DQ for Dynamics/Workbooks application. The following steps outline an overview of the sections. Select the links for more information. 
 + 
 +{{ :admin_functionality:v3_settings_screen.png?800 |}}
  
 ---- ----
-===== Attribute Groups =====+===== Match Groups =====
  
-The settings applied in this section will allow you to define the ‘Attribute Groups’. These groups can then be populated with the relevant 'Entity Attributes' which will be used for matching.+The settings applied in this section will allow you to define the ‘Match Groups’. These groups can then be populated with the relevant 'Entity Attributes' which will be used for matching.
  
-{{ :admin_functionality:set_ov_1.png?nolink |}}+{{ :admin_functionality:match_groups_settings.png?800 |}}
  
-For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:set_attribute_groups| Attribute Groups Guide]]**.+For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:set_attribute_groups| Match Groups Guide]]**.
  
 ---- ----
-===== Attribute Group Transforms =====+===== Match Group Transforms =====
  
 This section will allow you to modify and standardise your data via predefined transforms. This data will then be utilised for matching purpose. This section will allow you to modify and standardise your data via predefined transforms. This data will then be utilised for matching purpose.
  
-{{ :admin_functionality:set_ov_2.png?nolink |}}+{{ :admin_functionality:match_group_transforms.png?800 |}}
  
-For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:set_attribute_group_rules| Attribute Group Transforms Guide]]**. +For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:set_attribute_group_rules| Match Group Transforms Guide]]**. 
  
 ---- ----
-===== Master Record =====+===== Master Record (DQ Master Edition Module) =====
  
 This section will be used to identify the Master Record among a group of duplicates. The Master Record will be detected on the basis of rules defined within this section. You will use the Master Records Settings for the ‘Auto Promote’ process at group and session levels. This section will be used to identify the Master Record among a group of duplicates. The Master Record will be detected on the basis of rules defined within this section. You will use the Master Records Settings for the ‘Auto Promote’ process at group and session levels.
  
-{{ :admin_functionality:set_ov_3.png?nolink |}}+{{ :admin_functionality:masterrecordrules.png?800 |}}
  
 For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:set_best_record| Master Record Guide]]**. For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:set_best_record| Master Record Guide]]**.
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   - To select the information that will be checked for exact matching at the time of Auto Merge process at group and session level.    - To select the information that will be checked for exact matching at the time of Auto Merge process at group and session level. 
  
-{{ :admin_functionality:set_ov_4.png?nolink |}}+{{ :admin_functionality:display_autofill.png?800 |}}
  
 For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:set_display_and_auto_fill| Display & Auto Fill Guide]]**. For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:set_display_and_auto_fill| Display & Auto Fill Guide]]**.
- 
----- 
-===== SmartMerge ===== 
- 
-SmartMerge allows you to add a scheduled session to allow daily, weekly or monthly updates of your MS CRM System. This function allows the addition of start and end times for unique customisation. 
- 
-{{ :admin_functionality:settings:48.png?nolink&400 |}} 
- 
-For an in depth guide on how to use this feature, please visit the  
-**[[admin_functionality:settings:set_smartmerge| SmartMerge Guide]]**. 
- 
----- 
-===== Auto Exact & Merge Rules ===== 
- 
-The Auto Exact and Merge function is used to match duplicate records which score as direct duplicates. Activating this function will allow you to remove all exact duplicates without a review process. 
- 
-For an in depth guide on how to use this feature, please visit the 
-**[[admin_functionality:settings:auto_exact_and_merge_rules| Auto Exact and Merge Rules Guide]]**. 
  
 ---- ----
 ===== Manage Users ===== ===== Manage Users =====
  
-This window displays the existing MS CRM users list in your organisation/domain who has access to the Perfect & Merge application. This section displays the following details:+This window displays the existing MS CRM users list in your organisation/domain who has access to the DQ for Dynamics application. This section displays the following details:
  
   * User Name   * User Name
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   * Administrator (Active if role is assigned to the user): Admin will able to modify the role access details.   * Administrator (Active if role is assigned to the user): Admin will able to modify the role access details.
   * Reviewer (Active if role is assigned to the user): Admin will able to modify the role access details.   * Reviewer (Active if role is assigned to the user): Admin will able to modify the role access details.
 +
 +{{ :admin_functionality:manage_usersv3.png?800 |}}
  
 For an in depth guide on how to use this feature, please visit the For an in depth guide on how to use this feature, please visit the
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 ---- ----
-===== Primary Account =====+===== CRM Connections =====
  
-This screen allows you to review your Perfect and Merge CRM account details.+This screen allows you to review your DQ for Dynamics CRM account details.
  
-{{ :admin_functionality:settings:53.png?nolink&600 |}}+{{ :admin_functionality:crm_connection.png?800 |}}
  
 Displays following details to the user: Displays following details to the user:
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 For an in depth guide on how to use this feature, please visit the  For an in depth guide on how to use this feature, please visit the 
-**[[admin_functionality:settings:my_account| Primary Account Guide]]**.+**[[admin_functionality:settings:my_account| CRM Connection Guide]]**.
  
 ---- ----
-===== Custom Settings =====+===== Advanced Settings =====
  
-Custom Settings allows you to set specific rules which you may want to embed within your Perfect and Merge application. After clicking on ‘Suppressed Record Review’ under 'Custom Settings', you will navigate to the screen below: +The Advanced Settings section allows you to set specific rules which you may want to embed within your DQ for Dynamics application. 
- +
-{{ :admin_functionality:settings:cust_set_1.png?nolink&600 |}} +
- +
-After creating any session, record pairs are identified which are already marked as suppressed in previous sessions and assigned with different review status in the session result table. Suppression settings are used to show/hide the permanently suppressed records with the help of options below: +
- +
-  * **Hide Permanently Suppressed Records:** If selected, the Permanently Suppressed records will not be shown in the Group Review Screen. Please note - you are still able to see the Permanently Suppressed Records in the Groups Listing Screen. +
- +
-  * **Show Permanently Suppressed Records:** If selected, the Permanently Suppressed records will be shown in the Group Listing and Group Review Screen (in collapsed mode). +
- +
-  * **Conditionally Hide Permanently Suppressed Records:** If selected, the Permanently Suppressed records will not be shown for the Groups in the Group Review Screen if at least one duplicate is available to review with Master; otherwise Permanently suppressed records will be shown in the Review screen in collapsed mode. +
- +
-For an in depth guide on how to use this feature, please visit **[[admin_functionality:settings:custom_settings| Custom Settings Guide]]**. +
- +
----- +
-===== Best Record Rule DB Setup ===== +
- +
-You will have the ability to run the Best Record Rule Data Base Setup. By doing so, the CRM instance fields will be retrieved. +
- +
-  * It’s necessary that you should run the setup to get all the updated attributes from the CRM instance.  +
- +
-  * you have to run the setup every time the fields get updated in the CRM. +
- +
-The Process to run the setup is as follows: +
- +
-Click on 'Best Record Rule DB Setup' option present under the ‘Settings’ +
- +
-{{ :admin_functionality:settings:73_1.png?nolink&600 |}} +
- +
-Display the following popup after clicking on 'Best Record Rule DB Setup' +
- +
-{{ :admin_functionality:settings:74_1.png?nolink&200 |}} +
- +
-If you Click 'Yes' you will see a loading screen whilst P&M does the setup process +
- +
-{{ :admin_functionality:settings:75.png?nolink&600 |}} +
- +
-After successful completion of setup, you will have the following message displayed. +
- +
-{{ :admin_functionality:settings:76.png?nolink&200 |}} +
- +
-For an in depth guide on how to use this feature, please visit **[[admin_functionality:settings:best_record_rule_db_setup| Best Record Rule DB Setup Guide]]**. +
- +
----- +
-===== Map Entities Setup =====+
  
-This button with automatically go through and map attributes from entities that are similar.+{{ :admin_functionality:advanced_settings.png?800 |}}
  
-{{ :admin_functionality:set_ov_5_1.png?nolink |}}+From here you will be able to navigate the advanced settings, which are as follows:
  
-E.G. Lead.Fullname would map to Account.name if there was no Fullname Attribute in Account.+  *Basic Settings 
 +  *Audit Logs 
 +  *Memo Field Configuration 
 +  *Status Reason 
 +  *Across Entities Merge Approach 
 +  *Custom Transform Library 
 +  *Related Entities 
 +  *Auto Exact & Merge Rules 
 +  *Refresh MetaData
  
-For an in depth guide on how to use this feature, please visit **[[admin_functionality:settings:map_entities_setup| Map Entities Setup Guide]]**.+For an in depth guide on how to use this feature, please visit **[[admin_functionality:settings:custom_settings| Advanced Settings Guide]]**.
  
 ---- ----
-===== Cross Entity Mapping =====+===== Across Entity Mapping Setup =====
  
-This button lets you manually map Attributes between two entities.+This section allows you manually map Attributes between two entities.
  
-{{ :admin_functionality:set_ov_5_1.png?nolink |}}+{{ :admin_functionality:across_enitties_mapping_v3.png?800 |}}
  
-For an in depth guide on how to use this feature, please visit **[[admin_functionality:settings:map_entities| Cross Entity Mapping Guide]]**.+For an in depth guide on how to use this feature, please visit **[[admin_functionality:settings:map_entities| Across Entity Mapping Guide]]**.
  
 ---- ----
 ===== User Permissions ===== ===== User Permissions =====
  
-There are two types of User's in the Perfect & Merge application:+There are two types of User's in the DQ for Dynamics application:
   * Administrator ( full access)   * Administrator ( full access)
   * Reviewer (may only review duplicates)   * Reviewer (may only review duplicates)
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 Please refer to the **[[reviewer_functionality:permissions:reviewer_permissions| User Permissions]]** section for more details. Please refer to the **[[reviewer_functionality:permissions:reviewer_permissions| User Permissions]]** section for more details.
  
-**Note:** Each Perfect & Merge user may have both the permissions assigned. +**Note:** Each DQ for Dynamics user may have both the permissions assigned. 
  
 **Note:** One Admin only user is provisioned by DQ Global’s Customer Provisioning Portal.  **Note:** One Admin only user is provisioned by DQ Global’s Customer Provisioning Portal. 
admin_functionality/settings_overview.txt · Last modified: 2022/12/20 16:20 by hayden.law

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