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admin_functionality:settings_overview [2021/02/01 16:45]
conor.doyle
admin_functionality:settings_overview [2021/07/06 08:42]
conor.doyle
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 ===== Settings ===== ===== Settings =====
  
-The sections below define the main functionalities within the DQ for Dynamics 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?500 |}}+{{ :admin_functionality:v3_settings_screen.png?800 |}}
  
 ---- ----
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 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. 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:match_groups_settings.png?600 |}}+{{ :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| Match 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]]**.
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 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:match_group_transforms.png?600 |}}+{{ :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| Match 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]]**. 
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 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:masterrecordrules.png?600 |}}+{{ :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]]**.
- 
----- 
-===== 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 DQ for Dynamics 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/Workbooks 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 DQ for Dynamics CRM account details.+This screen allows you to review your DQ for Dynamics/Workbooks 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 DQ for Dynamics 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/Workbooks application. 
-{{ :admin_functionality:custom_settings_surpressed.png?nolink |}}+
  
-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:+{{ :admin_functionality:advanced_settings.png?800 |}}
  
-  * **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.+From here you will be able to navigate the advanced settings, which are as follows:
  
-  * **Show Permanently Suppressed Records:** If selected, the Permanently Suppressed records will be shown in the Group Listing and Group Review Screen (in collapsed mode).+  *Basic Settings 
 +  *Audit Logs 
 +  *Memo Field Configuration 
 +  *Status Reason 
 +  *Across Entities Merge Approach 
 +  *Custom Transform Library 
 +  *Related Entities 
 +  *Auto Exact & Merge Rules 
 +  *Refresh MetaData
  
-  * **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| Advanced Settings Guide]]**.
- +
-For an in depth guide on how to use this feature, please visit **[[admin_functionality:settings:custom_settings| Custom Settings Guide]]**.+
  
 ---- ----
-===== Master Record Rule DB Setup =====+===== Across Entity Mapping Setup =====
  
-You will have the ability to run the Master Record Rule Data Base Setup. By doing so, the CRM instance fields will be retrieved.+This section allows you manually map Attributes between two entities.
  
-  * It’s necessary that you should run the setup to get all the updated attributes from the CRM instance+{{ :admin_functionality:across_enitties_mapping_v3.png?800 |}}
  
-  * you have to run the setup every time the fields get updated in the CRM. +For an in depth guide on how to use this feature, please visit **[[admin_functionality:settings:map_entitiesAcross Entity Mapping Guide]]**.
- +
-The Process to run the setup is as follows: +
- +
-Click on 'Master Record Rule DB Setup' option present under the ‘Settings’ +
- +
-{{ :admin_functionality:settings_menu.png?nolink&200 |}} +
- +
-Display the following popup after clicking on 'Master 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:master_record_popup.png?nolink&200 |}} +
- +
-For an in depth guide on how to use this feature, please visit **[[admin_functionality:settings:best_record_rule_db_setupMaster Record Rule DB Setup Guide]]**.+
  
 ---- ----
-===== Map Entities Setup =====+===== User Permissions =====
  
-This button with automatically go through and map attributes from entities that are similar. +There are two types of User'in the DQ for Dynamics/Workbooks application:
- +
-{{ :admin_functionality:set_ov_5_1.png?nolink |}} +
- +
-E.G. Lead.Fullname would map to Account.name if there was no Fullname Attribute in Account. +
- +
-For an in depth guide on how to use this feature, please visit **[[admin_functionality:settings:map_entities_setup| Map Entities Setup Guide]]**. +
- +
----- +
-===== Cross Entity Mapping ===== +
- +
-This button lets you manually map Attributes between two entities. +
- +
-{{ :admin_functionality:set_ov_5_1.png?nolink |}} +
- +
-For an in depth guide on how to use this feature, please visit **[[admin_functionality:settings:map_entities| Cross Entity Mapping Guide]]**. +
- +
----- +
-===== User Permissions =====+
  
-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 DQ for Dynamics user may have both the permissions assigned. +**Note:** Each DQ for Dynamics/Workbooks 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: 2021/07/06 08:42 by conor.doyle