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Configuring SSA Data Matching for Siebel UCM


Siebel Universal Customer Master (Siebel UCM) support data matching using SSA-NAME3 (SSA) third-party software. To configure this functionality for Siebel UCM, perform the following task.

For further information on SSA configurations, see Siebel Data Quality Administration Guide.

NOTE:  The following task contains references to many system administration tasks. For further detail and background information on system administration tasks, see Siebel System Administration Guide.

To configure SSA data matching for Siebel UCM

  1. Log in to Siebel Business Applications. You must have appropriate system administration responsibilities to make the following configurations.
  2. From the application-level menu, choose Navigate > Site Map > Administration - Server Configuration > Enterprises > Parameters to make sure the following enterprise parameters are set:
    Parameter
    Value

    UCM Data Management Flag

    TRUE

    DeDuplication Data Type

    SSA

  3. From the application-level menu, choose Navigate > Site Map > Administration - Application screen > System Preferences view, and set the following system preferences to TRUE (the default values are FALSE):
    System Preference
    Value

    Enable CDM EM: Account

    TRUE

    Enable CDM EM: Contact

    TRUE

    Enable CDM Match: Account

    TRUE

    Enable CDM Match: Contact

    TRUE

    For background information on setting system preferences, see Applications Administration Guide.

  4. From the application-level menu, choose Navigate > Site Map > Administration - Server Configuration, and click the Component Definitions view tab.
  5. For each of the following component definitions:
    • Data Quality Manager (alias Dqmgr)
    • UCM Batch Publish Subscribe (alias UCMBatchPubSub)
    • UCM Object Manager (alias UCMObjMg)
    • Workflow Process Batch Manager (alias WfProcBatchMgr)
    • UCM Batch Manager (alias UCMBatchProcess)
    • Workflow Process Manager (alias WfProcMgr)

    set the following parameters:

    Parameter
    Value

    DeDuplication Data Type

    SSA

    DeDuplication Enable Flag

    TRUE

  6. From the application-level menu, choose Navigate > Site Map > Administration - Server Configuration > Enterprises > Synchronize, and click the Synchronize button to synchronize the changes made to the batch-mode server components.
  7. From the application-level menu, choose Navigate > Site Map > Administration - Data Quality > Data Quality Settings, and set the following parameters:
    Name
    Value

    Disable Deduplication

    No

    Key Type

    Standard

    Match Threshold

    90

    Search Type

    Typical

  8. From the application-level menu, choose Navigate > Site Map > User Profile Preferences > Data Quality, and set the following parameters:
    Parameter
    Value

    Disable Deduplication

    No

  9. Configure the UCM configuration file (ucm.cfg) by setting the following parameter in the [DeDuplication] section:
    • DeDuplication Enable = TRUE
  10. Stop and restart the Siebel Server and Siebel Gateway Name Server system services for changes to take effect.
Siebel Master Data Applications Reference for Industry Applications, Universal Customer Master Guide