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Understanding Sun Master Index Configuration Options (Repository)

Using the Editors for Sun Master Index (Repository)

You can use the NetBeans XML editor or the Configuration Editor - Repository to modify the configuration files created by the wizard. The Configuration Editor provides a series of windows to help guide you though the configuration of master index application components. The NetBeans XML editor allows you to modify the XML code directly.

The following topics provide additional information about the editors:

XML Editors

If you are familiar with XML, you can configure the master index applications by modifying the XML code directly. Use caution when modifying the XML files because there are dependencies between files. For example, all fields listed in any of the configuration files must also be defined in the Object Definition file. Any queries referenced in the Enterprise Data Manager file must also be defined in the the Candidate Select file.

Configuration Editor - Repository

The Configuration Editor - Repository allows you to modify most, but not all, configuration elements for a master index application using a graphical user interface. You can also use the editor to modify the match configuration file for the Sun Match Engine, but not to modify the standardization configuration files. While you can use the Configuration Editor to modify most of the configuration files, some elements can only be modified using the NetBeans XML editor. Following is a summary of which features can be configured using the Configuration Editor and which need to be modified using the XML editor.

Object Definition File

You can modify most elements of the Object Definition file using the Configuration Editor. The following can only be modified using the XML editor:

It is not recommended that you change the database type, but if you modify the database type or date format elements, you need to regenerate the application to create the updated database scripts. This does not recreate the Systems or Code Lists scripts; you need to update those manually.

Candidate Select File

You can modify all elements in the Candidate Select file using the Configuration Editor. If you create a query to use in the Enterprise Data Manager (EDM) or to use for the matching query, you need to add the query to the appropriate file (the Threshold file or the Enterprise Data Manager file) manually.

Threshold File

Most elements in the Threshold file cannot be modified using the Configuration Editor. You can modify the duplicate and match thresholds from the Configuration Editor.

Match Field File

You can use the Configuration Editor to modify all commonly modified elements in the Match Field file, including defining standardization structures, normalization structures, and phonetic encoding. If you create custom classes to implement a block picker, pass controller, match engine, or standardization engine, you need to specify the implementation classes in this file using the XML editor.

Best Record File

The Configuration Editor does not modify the Best Record file. If you make any changes to the object structure, review this file to verify that all fields or objects are included in the survivor strategy and that the field and object names are correct.

Field Validation File

The Configuration Editor does not modify the Field Validation file. If you create a custom field validation class, you need to specify the implementation class in this file using the XML editor.

Enterprise Data Manager File

Several elements in the Enterprise Data Manager file are not modified using the Configuration Editor. You can add and delete fields that appear on the EDM and modify the display name and the value and input masks. All other field properties can only be modified using the XML editor.

Field integrity is maintained when you delete a field using the Configuration Editor. The field is automatically deleted from the EDM object structure and from any EDM page definitions that include the field, such as a search page or report.

Match Configuration File

You can modify all components of the Match Configuration file using the Configuration Editor, including adding and removing comparators. The Configuration Editor does not validate the extra parameters that can be used for certain comparators, so you should verify your changes by reviewing the match configuration file manually.