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admin_functionality:settings_overview [2018/07/23 07:40]
luke.swanton [My Account]
admin_functionality:settings_overview [2022/12/20 16:20] (current)
hayden.law
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-====== Overview of settings ====== +====== Overview of 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:settingsoverview.png?575|}}
  
 ---- ----
-==== Set 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:matchgroupsoverview.png?800|}}
  
-For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:set_attribute_groups| Set 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]]**.
  
 ---- ----
-==== Set Attribute Group Rules ====+===== 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:matchgrouptransformsoverview.png?800|}}
  
-For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:set_attribute_group_rules| Set Attribute Group Rules 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]]**. 
  
 ---- ----
-==== Set Best Record ====+===== Master Record Rules (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:masterrecordrulesoverview.png?800|}}
  
-For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:set_best_record| Set Best 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]]**.
  
 ---- ----
-==== Set Display & Auto Fill ==== 
  
-Display Settings will be used for the following purposes:+=====Post Merge Settings=====
  
-  To select the information (attributes) to be displayed in the Record Review Screen. +This sections covers our optional “Post-Merge” ModuleDeactivate or delete identical duplicate records after initial merges, so you can rest assured that your data is trustworthy and fit for use:
-  - To apply the Group and Attribute Rules to be used in the Auto Fill process at the 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:postmergesettingsoverview.png?800|}}
  
-For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:set_display_and_auto_fillSet Display & Auto Fill Guide]]**.+For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:postmergesettings|Post Merge Settings Guide]]**
  
 ---- ----
-==== Set SmartMerge ====+===== Display & Auto Fill =====
  
-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.+Display Settings will be used for the following purposes:
  
-{{ :admin_functionality:settings:48.png?nolink&400 |}} +  - To select the information (attributes) to be displayed in the Record Review Screen
- +  - To apply the Group and Attribute Rules to be used in the Auto Fill process at the group and session level
-For an in depth guide on how to use this feature, please visit the  +  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: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.+{{:admin_functionality:displaysettingsoverview.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 **[[admin_functionality:settings:set_display_and_auto_fillDisplay & Auto Fill Guide]]**.
-**[[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/Workbooks application. This section displays the following details:
  
   * User Name   * User Name
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   * 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.
  
-For an in depth guide on how to use this feature, please visit the +{{:admin_functionality:manageusersoverview.png?800|}} 
-**[[admin_functionality:settings:manage_users| Manage Users Guide]]**.+ 
 +For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:manage_users| Manage Users Guide]]**.
  
 ---- ----
-==== My Account ====+===== CRM Connection =====
  
-This screen allows you to review your Perfect and Merge 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:crmconnectionoverview.png?800|}}
  
 Displays following details to the user: Displays following details to the user:
  
-**Customer Details:** Except ‘Customer Name’ the P&MA will able to update the following details:+**Customer Details:** Apart from ‘Customer Name’, you will able to update the following details:
   * Customer Name   * Customer Name
   * Address Line 1   * Address Line 1
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   * Zip   * Zip
  
-**Customer Admin Details:** The P&MA will be able to Edit and Update the following information:+**Customer Admin Details:** You will be able to Edit and Update the following information:
   * First Name   * First Name
   * Last Name   * Last Name
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   * Email   * Email
  
-**CRM Details:** The P&MA will be able to view following CRM details:+**CRM Details:** You will be able to view following CRM details:
   * Select the CRM Type (Read Only)   * Select the CRM Type (Read Only)
   * Deployment Type (Read Only)   * Deployment Type (Read Only)
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   * Discovery URL (Read Only)   * Discovery URL (Read Only)
  
-**Customer Access:** The P&MA can only read the following details:+**Customer Access:** You can only read the following details:
   * Customer Type   * Customer Type
   * Package   * Package
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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| My 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/Workbooks application. 
  
-{{ :admin_functionality:settings:57.png?nolink&600 |}}+{{:admin_functionality:advancedsettingsoverview.png?800|}}
  
-After creating any sessionrecord 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:+From here you will be able to navigate the advanced settings, which are as follows:
  
-  * **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.+  *Basic Settings 
 +  *Audit Logs 
 +  *Memo Field Configuration 
 +  *Status Reason 
 +  *Across Entities Merge Approach 
 +  *Custom Transform Library 
 +  *Related Entities 
 +  *Auto Exact & Merge Rules 
 +  *Refresh MetaData
  
-  * **Show Permanently Suppressed Records:** If selected, the Permanently Suppressed records will be shown in the Group Listing and Group Review Screen (in collapsed mode). +For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:custom_settingsAdvanced Settings Guide]]**.
- +
-  * **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:set_custom_settingsCustom Settings Guide]]**.+
  
 ---- ----
-==== Best Record Rule DB Setup ====+===== Across Entity Mapping =====
  
-You will have the ability to run the Best 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:acrossentitymappingoverview.png?800|}}
  
-  * The Admin has 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 the **[[admin_functionality:settings:map_entities| Across Entity Mapping Guide]]**.
  
-The Process to run the setup is as follows:+----
  
-Click on 'Best Record Rule DB Setup' option present under the ‘Settings+=====Export Session Settings=====
  
-{{ :admin_functionality:settings:73.png?nolink&600 |}}+This page allows you to define the attributes you would like to list in your exported session results.
  
-Display the following popup after clicking on 'Best Record Rule DB Setup'+{{:admin_functionality:exportsessionsettings.png?800|}}
  
-{{ :admin_functionality:settings:74.png?nolink&200 |}}+For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:export_session|Export Session Settings Guide]]**
  
-Display 'Loading' message on click on 'Yes'+----
  
-{{ :admin_functionality:settings:75.png?nolink&600 |}}+=====Data Profiling=====
  
-After successful completion of setup, you will have the following message displayed.+Data Profiling allows you to initiate a data quality profile of your CRM Data.
  
-{{ :admin_functionality:settings:76.png?nolink&200 |}}+{{:admin_functionality:dataprofilingsettings.png?800|}}
  
-For an in depth guide on how to use this feature, please visit **[[admin_functionality:settings:set_best_record_rule_db_setupBest Record Rule DB Setup Guide]]**.+For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:dq_profiler|Data Profiling Guide]]**
  
 ---- ----
-==== User Permissions ==== 
  
-There are two types of User's in the Perfect & Merge application: +=====Custom Entity Configuration=====
-  * Administrator ( full access) +
-  * Reviewer (may only review duplicates)+
  
-Please refer to the **[[reviewer_functionality:permissions:reviewer_permissions| User Permissions]]** section for more details.+Custom Entity Configuration allows you to set matching rules using custom entities present in your CRM.
  
-**Note:** Each Perfect & Merge user may have both the permissions assigned+{{:admin_functionality:customentitysettings.png?800|}}
  
-**Note:** One Admin only user is provisioned by DQ Global’s Customer Provisioning Portal. +For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:custom_entity_configuration|Custom Entity Configuration Guide]]**
  
 +----
  
 +=====Auto Process Management =====
  
 +The Auto Process Management Page allows you to manage all automated processes that have been set up within DQ for Dynamics™.
 +
 +{{:admin_functionality:automatedprocessessettings.png?800|}}
 +
 +For an in depth guide on how to use this feature, please visit the **[[admin_functionality:settings:auto_process_management|Auto Process Management Guide]]**
 +
 +----
admin_functionality/settings_overview.1532331621.txt.gz · Last modified: 2018/07/23 07:40 by luke.swanton