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Configuring Siebel Data Quality Cleansing for Siebel UCM

Siebel Universal Customer Master (Siebel UCM) supports data cleansing using the Siebel Data Quality module. To configure cleansing of Siebel UCM data, perform the following task.

NOTE:  Siebel Data Quality module is licensed separately from Siebel UCM.

For further information on Siebel Data Quality, 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 Siebel Data Quality cleansing 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
   Data Cleansing Type	Vendor1

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 Cleanse: Account	TRUE
   Enable CDM Cleanse: 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
   Data Cleansing Enable Flag	TRUE
   Data Cleansing Type	Vendor1

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 Data Cleansing	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 Data Cleansing	No

9. Configure the UCM configuration file (ucm.cfg) by setting the following parameters in the [DataCleansing] section:
   • Data Cleansing Enable = TRUE
   • Data Cleansing Type = Vendor1
10. Stop and restart the Siebel Server and Siebel Gateway Name Server system services for changes to take effect.