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Configuring Oracle Java CAPS Master Indexes (Repository) Java CAPS Documentation |
Configuring Oracle Java CAPS Master Indexes (Repository)
Master Index Configuration Overview (Repository)
About the Master Index Configuration Files (Repository)
Modifying the Master Index XML Files Directly (Repository)
Using the Master Index Configuration Editor-Repository
Match Configuration File (matchConfigFile.cfg)
Maintaining Version Control in the Master Index (Repository) Configuration Files
Checking Configuration Files Out With the Configuration Editor-Repository
Checking Configuration Files In With the Configuration Editor-Repository
Saving a Configuration File to the Repository
Copying, Cutting, and Pasting Files
Configuring the Master Index Object Structure (Repository)
Adding an Object to the Master Index Object Structure (Repository)
To Add an Undefined Object (Configuration Editor)
To Add a Predefined Object (Configuration Editor)
To Add an Undefined Object (XML editor)
Modifying an Object's Name In the Master Index Object Definition (Repository)
To Modify an Object's Name (Configuration Editor)
To Modify an Object's Name (XML Editor)
Deleting an Object From the Master Index Object Structure (Repository)
To Delete an Object (Configuration Editor)
To Delete an Object (XML Editor)
Adding a Field to the Master Index Object Structure (Repository)
To Add a Field (Configuration Editor)
Deleting a Field from the Master Index Object Structure (Repository)
To Delete a Field (Configuration Editor)
To Delete a Field (XML Editor)
Modifying Master Field Properties (Repository)
To Modify Field Properties (Configuration Editor)
To Modify Field Properties (XML Editor)
Defining Relationships Between Master Index Objects (Repository)
To Define Object Relationships (XML Editor)
Master Index Field Properties and Name Restrictions (Repository)
Master Index Field Name Restrictions (Repository)
Master Index Configuration Editor Field Properties (Repository)
Master Index Field Property Elements (Repository)
Creating a Master Index Basic Query (Repository)
To Create a Basic Query (Configuration Editor)
To Create a Basic Query (XML Editor)
Master Index Query Builder Dialog Box Fields and XML Elements (Repository)
Creating Master Index Blocking Queries (Repository)
To Create a Blocking Query (Configuration Editor)
To Create a Blocking Query (XML Editor)
Master Index Query Block Fields and XML Elements (Repository)
Modifying Master Index Queries (Repository)
Modifying a Master Index Query (Repository)
To Modify a Basic Query (Configuration Editor)
To Modify a Query (XML Editor)
Adding a Query Block to a Master Index Query (Repository)
To Add a Query Block (Configuration Editor)
To Add a Query Block (XML Editor)
Modifying a Query Block for a Master Index Query (Repository)
To Modify a Query Block (Configuration Editor)
To Modify a Query Block (XML Editor)
Deleting a Query Block From a Master Index Query (Repository)
To Delete a Query Block (Configuration Editor)
To Delete a Query Block (XML Editor)
Deleting a Master Index Query (Repository)
To Delete a Query (Configuration Editor)
Configuring Master Index Processing Options (Repository)
Specifying Master Index Custom Logic Classes (Repository)
To Specify Custom Logic for External System Messages
To Specify Custom Logic for the Enterprise Data Manager
Specifying the Master Index Update Mode (Repository)
To Specify Potential Duplicates be Reevaluated at Each Update
To Specify Potential Duplicates not be Reevaluated at Each Update
Configuring Master Index Merged Record Updates (Repository)
To Allow Merged Record Updates
To Prevent Merged Record Updates
Specifying the Master Index Blocking Query for Matching (Repository)
To Specify the Blocking Query for Matching
Setting Master Index Blocking Query Options (Repository)
Configuring Matching Parameters (Repository)
Specifying the Master Index Decision Maker Class (Repository)
To Specify the Decision Maker Class
Defining How to Handle Multiple Assumed Matches (OneExactMatch) (Repository)
To Create Potential Duplicates When Multiple Records Match
To Match the Highest Weighted Records When Multiple Records Match
Specifying Whether Same System Matches are Allowed (SameSystemMatch) (Repository)
To Allow Same System Records to be Automatically Merged
To Prevent Same System Records From Being Automatically Merged
Specifying the Master Index Duplicate Threshold (Repository)
To Specify the Duplicate Threshold (Configuration Editor)
To Specify the Duplicate Threshold (XML Editor)
Specifying the Master Index Match Threshold (Repository)
To Specify the Match Threshold (Configuration Editor)
To Specify the Match Threshold (XML Editor)
Adding and Deleting Master Index Decision Maker Parameters (Repository)
To Add a New Decision Maker Parameter
To Delete a Decision Maker Parameter
Configuring Master Index EUIDs (Repository)
Specifying the Master Index EUID Generator Class (Repository)
To Specify the EUID Generator Class
Specifying the Master Index EUID Length (Repository)
Specifying a Master Index Checksum Length (Repository)
Specifying the Master Index Chunk Size (Repository)
Adding and Deleting Master Index EUID Generator Parameters (Repository)
To Add EUID Generator Parameters
To Delete EUID Generator Parameters
Defining Master Index Normalization Rules (Repository)
Defining a Master Index Field to be Normalized (Repository)
To Define a Field to be Normalized (Configuration Editor)
To Define a Field to be Normalized (XML Editor)
Master Index Normalization and Standardization Structure Properties (Repository)
Master Index Locale Codes Properties (Repository)
Modifying a Master Index Normalization Definition (Repository)
To Modify a Normalization Definition (Configuration Editor)
To Modify a Normalization Structure (XML Editor)
Deleting a Master Index Normalization Definition (Repository)
To Delete a Normalization Definition
To Delete a Normalization Structure
Defining Master Index Standardization Rules (Repository)
Defining Master Index Fields to be Standardized (Repository)
To Define Fields to be Standardized (Configuration Editor)
To Define Fields to be Standardized (XML Editor)
Master Index Standardization Source and Target Field Elements (Repository)
Modifying a Master Index Standardization Definition (Repository)
To Modify a Standardization Definition (Configuration Editor)
To Modify a Standardization Definition (XML Editor)
Deleting a Master Index Standardization Definition (Repository)
To Delete a Standardization Definition (Configuration Editor)
To Delete a Standardization Definition (Configuration Editor)
Defining Phonetic Encoding for the Master Index (Repository)
Defining Master Index Fields for Phonetic Encoding (Repository)
To Define a Field for Phonetic Encoding (Configuration Editor)
To Define a Field for Phonetic Encoding (XML Editor)
Master Index Phonetic Encoding Fields and Elements (Repository)
Modifying a Master Index Phonetic Encoding Definition (Repository)
To Modify a Phonetic Encoding Definition (Configuration Editor)
To Modify a Phonetic Encoding Definition (XML Editor)
Deleting a Master Index Phonetic Encoding Definition (Repository)
To Delete a Phonetic Encoding Definition (Configuration Editor)
To Delete a Phonetic Encoding Definition (XML Editor)
Defining a Master Index Phonetic Encoder (Repository)
To Define a Phonetic Encoder (Configuration Editor)
To Define a Phonetic Encoder (XML Editor)
Master Index Encoder Elements and Types (Repository)
Modifying a Master Index Phonetic Encoder (Repository)
To Modify a Phonetic Encoder (Configuration Editor)
To Modify a Phonetic Encoder (XML Editor)
Deleting a Master Index Phonetic Encoder (Repository)
To Delete a Phonetic Encoder (Configuration Editor)
To Delete a Phonetic Encoder (XML Editor)
Defining the Master Index Match String (Repository)
Creating the Master Index Match String (Repository)
To Create the Match String (Configuration Editor)
To Create the Match String (XML Editor)
Modifying the Master Index Match String (Repository)
To Modify the Match String (Configuration Editor)
To Modify the Match String (XML Editor)
Defining how Master Index Query Blocks are Processed (Repository)
To Specify the Pass Controller Class
Defining the Master Index Survivor Calculator (Repository)
Specifying the Master Index Survivor Helper (Repository)
To Specify the Survivor Helper
Specifying a Master Index Default Survivor Strategy (Repository)
To Specify a Default Survivor Strategy
Configuring the Default Survivor Strategy
Master Index Default Survivor Strategy Parameter Elements (Repository)
Defining the Master Index Single Best Record Structure (Repository)
Defining a Master Index Survivor Strategy for a Field or Object (Repository)
To Define a Survivor Strategy for a Field
Defining Master Index Custom Weighted Strategies (Repository)
Defining Custom Weighted Strategies
Configuring Weighted Strategies
Modifying Weighted Calculator Parameters
Deleting Weighted Calculator Parameters
Master Index Weighted Calculator Parameter Elements (Repository)
Configuring Master Index Update Policies (Repository)
Defining Master Index Update Policies (Repository)
Setting the Master Index Update Policy Flag (Repository)
Defining Custom Field Validations for the Master Index (Repository)
To Implement a Validation Rule
Configuring the Match Engine (Repository)
Specifying a Match Engine for the Master Index (Repository)
Configuring the Comparison Functions for a Master Index Application (Repository)
To Configure the Comparison Functions (Configuration Editor)
To Configure the Comparison Functions (Text Editor)
Match Comparator Configuration Properties for Oracle Java CAPS Master Index (Repository)
Configuring the Standardization Engine (Repository)
Specifying a Standardization Engine for the Master Index (Repository)
To Specify the Standardization Engine
Modifying Master Index Standardization Files (Repository)
To Modify Standardization Data Configuration Files
Loading Standardization Files to a Master Index Application (Repository)
Configuring the Master Index EDM Appearance (Repository)
EDM Field Configuration Elements
To Remove a Field From the EDM
Modifying EDM Field Display Options
To Modify a Field's Display Options
Specifying a Drop-Down List for an EDM Field
Specifying an EDM Field's Length and Format
To Modify a Field's Length and Format
Modifying an EDM Field's Data Type
Defining Key Fields for an Object (Repository)
Masking Field Values on the EDM
To Mask Field Values on the EDM
Defining EDM Object Relationships (Repository)
Defining EDM Local ID Labels (Repository)
Configuring the Master Index EDM Search Pages (Repository)
Specifying Standard EDM Search Page Properties (Repository)
To Specify Standard Search Page Properties
Creating a Search Page for the EDM (Repository)
Step 1: Define the Search Page
Step 2: Define the Search Fields
Step 3: Specify Search Options
EDM Search Page Definition Elements
EDM Search Field Definition Elements
Modifying a Search Page on the EDM (Repository)
Configuring Master Index EDM Page Layouts (Repository)
Specifying the Initial View for the EDM (Repository)
Configuring the EDM Search Results Page (Repository)
To Configure the Search Results Page
Configuring the EDM View/Edit Page (Repository)
To Configure the View/Edit Page
Configuring the EDM Create System Record Page (Repository)
To Configure the Create EO Page
Configuring the EDM History Page (Repository)
Configuring the EDM Match Review Page (Repository)
To Configure the Match Review Page
Configuring the EDM Reports and Reports Page (Repository)
EDM Reports and Reports Page Configuration Elements (Repository)
Configuring the EDM Audit Log Pages (Repository)
To Configure the Audit Log Pages
Configuring Master Index EDM Implementation Information (Repository)
Specifying the Master Controller JNDI Class (Repository)
To Specify the Master Controller JNDI Class
Specifying the Master Index Report Generator JNDI Class (Repository)
To Specify the Report Generator JNDI Class
Specifying Master Index Validation Services (Repository)
To Specify the Validation Service
Setting Master Index Debug Options (Repository)
The search pages that appear on the EDM are configured in the Enterprise Data Manager file. The eo-search element, which is nested in the page-definition element of the gui-definition element, contains all of the configuration information for the search pages that appear on the EDM. If you add a new query to the Candidate Select file and you want to access that query from the EDM, you must create a new search page for the query.
Perform any of the following actions to configure the search pages of the EDM. Though some search options can be configured using the Configuration Editor, it is best to modify the XML file directly.
Standard search properties include the type of object returned by each search, the name of the tabbed header for the search pages, and the URL for entry into the search area. These properties apply to all search pages you define, and they can be modified as needed.
The file opens in the NetBeans XML editor.
root-object – The name of the object returned by the search (this must be the name of the parent object).
tab-name – A name for the search pages. This name appears on tab label associated with the search pages on the EDM.
For example:
<root-object>Person</root-object> <tab-name>Customer Search</tab-name> <tab-entrance>/stcedm/EnterEOSearchSimpleAction.do</tab-entrance>
Several search pages are defined by default by the wizard, including the simple lookup page, advanced lookup pages, and the comparison lookup page. You can create additional search pages if needed. Perform the following steps to create a new search page.
The first step in creating a search page is to define certain properties for the appearance of the page, such as its name, how many fields to list in each row, whether to display the EUID or local ID field, and general instructions for the search.
Note - If either the EUID field or the local ID and system fields appear on a search page, any values entered into these optional fields take precedence over information entered into other search fields. For example, if an invalid EUID is entered but valid first and last names are entered, no results are returned due to the invalid EUID. The EUID field takes precedence over the local ID and system fields.
The file opens in the NetBeans XML editor.
Make sure the new element falls within the eo-search element, but outside any existing simple-search-page elements. For example:
<eo-search> <simple-search-page> ... </simple-search-page> <simple-search-page> </simple-search-page> </eo-search>
For example:
<eo-search> <simple-search-page> ... </simple-search-page> <simple-search-page> <screen-title>Address Search</screen-title> <field-per-row>1</field-per-row> <show-euid>true</show-euid> <show-lid>false</show-lid> <instruction>Enter address information below.</instruction> </simple-search-page> </eo-search>
Once you define the search page, you must specify the fields that appear on the page. Fields are specified in field groups, and each field group represents a boxed area on the search page. All fields specified for a field group appear in the boxed area named by that group. The box label is defined by the description of the field group.
For example:
<simple-search-page> <screen-title>Simple Person Search</screen-title> <field-per-row>2</field-per-row> <show-euid>false</show-euid> <show-lid>false</show-lid> <field-group> </field-group> </simple-search-page>
For example:
<field-group> <description>Address</description> <field-ref>Address.AddressType</field-ref> <field-ref>Address.AddressLine1</field-ref> <field-ref>Address.AddressLine2</field-ref> <field-ref required=“true”>Address.City</field-ref> <field-ref>Address.State</field-ref> </field-group>
After you define the criteria fields for the EDM search, you must specify certain options for the search, such as the types of available searches, whether each search is weighted, and whether the search allows wildcard characters.
For example:
<simple-search-page> <screen-title>Simple Person Search</screen-title> <field-per-row>2</field-per-row> <show-euid>false</show-euid> <show-lid>false</show-lid> <field-group> ... </field-group> <search-option> </search-option> </simple-search-page>
For example:
<search-option> <display-name>Alpha Search</display-name> <query-builder>ALPHA-SEARCH</query-builder> <weighted>false</weighted> <candidate-threshold>2000</candidate-threshold> <parameter> <name>UseWildCard</name> <value>true</value> </parameter> </search-option>
Note - If you define multiple search option elements, an option button (labelled by the value of the display-name element) appears on the search page for each search option.
The following table lists and describes the elements you can configure in the Enterprise Data Manager file to define the search pages on the EDM.
The following table lists and describes the elements you can configure in the Enterprise Data Manager file to define the fields for each search on the EDM.
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The following table lists and describes the elements you can configure in the Enterprise Data Manager file to define the attributes for each search on the EDM, such as which query to use, whether the search results are weighted, and so on.
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Once a search page is defined, it can be modified as needed. You can perform any of the following actions to customize existing search page elements.
Once a search page is defined in the Enterprise Data Manager file, you can modify the search page definition. The following properties can be modified: the name of the search, the number of fields that appear on each row of the search page, and whether the EUID or local ID fields are visible.
The file opens in the NetBeans XML editor.
For example:
<simple-search-page> <screen-title>Customer Search</screen-title> <field-per-row>2</field-per-row> <show-euid>true</show-euid> <show-lid>false</show-lid> <instruction>Enter the EUID below.</instruction> </simple-search-page>
Once field groups and fields are defined for a search page, you can modify the properties of the group and of the fields contained in a group. For more information about the elements that contain the search field configuration, see EDM Search Field Definition Elements.
The file opens in the NetBeans XML editor.
Once search options are defined for a search page, you can modify those options if needed. For more information about the elements that define search options, see EDM Search Option Elements.
The file opens in the NetBeans XML editor.