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Running Data Management in Batch Mode

To run Universal Customer Master (UCM) data management processes in batch mode, you create a component job based on the server component UCM Batch Manager (alias: UCMBatchProcess).

This component job fetches the IDs of the records and invokes the batch workflow. The workflow queries, cleanses, matches, and publishes the UCM records. There are three match cases that can occur: no match, one match, or multiple matches. The workflow internally calls the transaction manager and survivorship rules, depending upon the match case type.

For background information on administering component jobs, see Siebel System Administration Guide.

To run UCM data management in batch mode by scheduling a batch workflow

1. From the application-level menu, choose Navigate > Site Map > Administration - Server Management.
2. From the link bar, click Jobs.
3. In the Jobs list, click New.

   The component job status field changes to Creating.

4. In the Component/Job field, click the drop-down list and select UCM Batch Manager.
5. In the Job Detail view, enter data in appropriate fields to describe the start time and so on of the component job; click the menu button, and then click Save Record.
6. In the Job Parameters list, add the following parameters for the component job:

   Parameter Name	Value
   UCM Batch Object Type	Select Contact or Account
   UCM Batch Size	Select the page size of the batch job. The default value is 10.
   UCM Data Management Cleanse Flag	Make sure this value is set to TRUE.
   UCM Data Management Exact Match Flag	Make sure this value is set to TRUE.
   UCM Data Management Match Flag	Make sure this value is set to TRUE.
   UCM Search Specification	A Search Specification is required. Make sure a search specification is set on UCM Type Code. for example: [Contact.UCM Type Code] = 'Queued-Insert'
   UCM Sort Specification	Optional Sort Specification of what order the records to be sorted for processing. Example for Contact: Created (ASCENDING), Last Name, First Name
   UCM Survivorship Engine Flag	Make sure this value is set to TRUE.

7. In the Jobs list, click the Start button.

   The Status field changes from Creating to Queued.