Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 Getting Started

• 1.1 Adding a Process
• 1.2 Adding a Snapshot
• 1.3 Adding Reference Data
• 1.4 Adding an Issue
• 1.5 Adding a Project Note
• 1.6 Adding Processors
  • 1.6.1 Ambiguous Latest Attribute
• 1.7 Configuring Fixed Width Text File Formats
  • 1.7.1 Files containing no new line characters
• 1.8 Connecting to a Data Store
• 1.9 Creating a Project
• 1.10 Exporting Data (Prepared exports)
  • 1.10.1 Staged Data Export
    • 1.10.1.1 Export Options
  • 1.10.2 Results Book Export
• 1.11 Running a Prepared Export
  • 1.11.1 Manually running an export
  • 1.11.2 Running an export as part of a job

2 How To...

• 2.1 Execution Options
  • 2.1.1 Snapshots
  • 2.1.2 Processes
    • 2.1.2.1 Readers
    • 2.1.2.2 Process
    • 2.1.2.3 Run Modes
    • 2.1.2.4 Writers
  • 2.1.3 External Tasks
  • 2.1.4 Exports
  • 2.1.5 Results Book Exports
  • 2.1.6 Triggers
• 2.2 Creating and Managing Jobs
  • 2.2.1 Creating a Job
  • 2.2.2 Editing a Job
  • 2.2.3 Deleting a Job
  • 2.2.4 Job Canvas Right-Click Menu
  • 2.2.5 Editing and Configuring Job Phases
• 2.3 Using Job Triggers
  • 2.3.1 Configuring Triggers
  • 2.3.2 Deleting a Trigger from a Job
• 2.4 Job Notifications
  • 2.4.1 Configuring a Job Notification
  • 2.4.2 Default Notification Content
• 2.5 Optimizing Job Performance
  • 2.5.1 General Performance Options
    • 2.5.1.1 Data streaming
    • 2.5.1.2 Minimized results writing
    • 2.5.1.3 Disabling Sorting and Filtering
  • 2.5.2 Processor-specific Performance Options
    • 2.5.2.1 Parsing performance options
    • 2.5.2.2 Matching performance options
• 2.6 Publishing to the Dashboard
• 2.7 Packaging
  • 2.7.1 Packaging objects
  • 2.7.2 Filtering and Packaging
  • 2.7.3 Opening a package file, and importing its contents
  • 2.7.4 Working with large package files
  • 2.7.5 Copying between servers
• 2.8 Purging Results
  • 2.8.1 Purging Match Decision Data
• 2.9 Creating Processors
  • 2.9.1 Creating a processor from a sequence of configured processors
  • 2.9.2 Setting Inputs
  • 2.9.3 Setting Options
  • 2.9.4 Setting Output Attributes
  • 2.9.5 Setting Results Views
  • 2.9.6 Setting Output Filters
  • 2.9.7 Setting Dashboard Publication Options
  • 2.9.8 Setting a Custom Icon
• 2.10 Publishing Processors
  • 2.10.1 Editing a Published Processor
  • 2.10.2 Attaching Help to published processors
  • 2.10.3 Publishing processors into families
• 2.11 Using Published Processors
  • 2.11.1 Permissions
  • 2.11.2 Unlocking a Reference Published Processor
• 2.12 Investigating a Process
  • 2.12.1 Invalid Processor Search
  • 2.12.2 Input Attribute Search
  • 2.12.3 Clear Search Highlight
• 2.13 Previewing Published Results Views
• 2.14 Using the Results Browser
  • 2.14.1 Show Results in New Window
  • 2.14.2 Show Characters
  • 2.14.3 Select Column Headers
• 2.15 Using the Event Log
  • 2.15.1 Logged Events
  • 2.15.2 Server selection
  • 2.15.3 Filtering events
• 2.16 Reviewing Matching Results
  • 2.16.1 Match Review
  • 2.16.2 Case Management
• 2.17 Importing Match Decisions
  • 2.17.1 Step 1 - Connect the decisions data into the match processor
  • 2.17.2 Step 2 - Specifying the attributes that hold the new decision data
  • 2.17.3 Step 3 - Mapping the decisions data fields
  • 2.17.4 Step 4 - Importing the decisions
• 2.18 Exporting Match Decisions
• 2.19 Externalizing Configuration Settings
  • 2.19.1 Externalizing Processor Options
    • 2.19.1.1 Select processor options to externalize
    • 2.19.1.2 Rename externalized options
  • 2.19.2 Externalizing Match Processors
    • 2.19.2.1 Select Match processor options to externalize
    • 2.19.2.2 Configure externalized Match processor options at the process level
  • 2.19.3 Externalizing Jobs
  • 2.19.4 Externalizing Snapshots
    • 2.19.4.1 Snapshot Externalization Dialog
  • 2.19.5 Externalizing External Tasks
    • 2.19.5.1 External Task Externalization Dialog
    • 2.19.5.2 File Download Externalization Dialog
  • 2.19.6 Externalizing Exports
    • 2.19.6.1 Example of the Export Externalization dialog for an Access database
    • 2.19.6.2 Example of the Export Externalization dialog for a Delimited Text file
• 2.20 Managing Data Interfaces
  • 2.20.1 Adding a Data Interface
  • 2.20.2 Editing a Data Interface
  • 2.20.3 Creating Data Interface Mappings
  • 2.20.4 Deleting Data Interfaces
• 2.21 Running Jobs Using Data Interfaces
  • 2.21.1 Configuring a Data Interface in a job
  • 2.21.2 Linking processes with a Data Interface
  • 2.21.3 Chaining Processes in a Real-Time Job
  • 2.21.4 Example - Job containing two Data Interfaces
• 2.22 Publishing to Case Management
• 2.23 Execution Types
  • 2.23.1 Batch
  • 2.23.2 Real time response
  • 2.23.3 Real time monitoring
• 2.24 Customizing Processor Icons
• 2.25 Enabling Case Management
• 2.26 Publishing Result Views to Staged Data
  • 2.26.1 Published Results Indicator

3 Advanced Features

• 3.1 Matching Concept Guide
• 3.2 Clustering Concept Guide
• 3.3 Real-Time Matching
• 3.4 Parsing Concept Guide