Creating the Master Index Match String

A default match string is predefined based on the match type information you specified in the wizard. If no match types were defined using the wizard, the structure of the match string is still defined but with no fields. You can use normalized or phonetically encoded fields for the match string.

To Create the Match String (Configuration Editor)

1. In the Projects window, right-click the Configuration node in the project you want to modify, and then click Edit.

   The Configuration Editor appears.

2. Expand the object structure so all fields are visible.

3. To add a field to the match string, click on the field name and then select a value for the Match Type field on the Properties page.

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   Note –

   The match types you can use are listed in the first column of matchConfigFile.cfg. For more information about Master Index Match Engine match types, see Understanding the Master Index Match Engine .

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4. Perform the previous step for each field in the match string.

5. On the Configuration Editor toolbar, click Save.

6. To remove unwanted or invalid field values from the match process, see Filtering Default Values From Master Index Processes.

To Create the Match String (XML Editor)

1. In the Projects window, expand the Configuration node in the project you want to modify, and then double-click mefa.xml.

   The file opens in the NetBeans XML editor.

2. In the MatchingConfig element, scroll to the match-columns element in the match-system-object element.

3. To add a field to the match string, do the following:

   1. In the match-columns element, create a new match-column element.

   2. In the new match-column element, create and define a column-name element.

      Enter the fully qualified field name of the field on which to match (for example, Enterprise.SystemSBR.Person.Address.City).

   3. Following the column-name element, create and define a match-type element.

      Enter an ID that identifies the field to the match engine. For the Master Index Match Engine, this value must correspond to a defined match type.

      For example:

      <match-system-object> <object-name>Address</object-name> <match-columns> <match-column> <column-name>Enterprise.SystemSBR.Person.Address.StreetName </column-name> <match-type>StreetName</match-type> </match-column> </match-columns> </match-system-object>

4. Repeat the previous step for each field to add to the match string.

5. Save and close the file.

6. To remove unwanted or invalid field values from the match process, see Filtering Default Values From Master Index Processes.