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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)
Modifying a Search Page Definition
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 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)
You can define how fields appear on most EDM pages in the Enterprise Data Manager file. You can also define the name of the tabbed heading for a page, the type of object handled on each page, and the first page to appear when a user logs on.
Perform any of the following actions to define screen layouts. Modify the XML file directly to perform these tasks.
By default, the Matching Review page appears when a user logs on to the Enterprise Data Manager. You can specify any of the other tabbed pages as the initial view.
The file opens in the NetBeans XML editor.
Note - These values remain the same regardless of whether the tab name of the page has been changed. For example, if you change the name of the Matching Review page to “Potential Duplicate”, you would still specify “Matching Review” for that page to appear first.
The Search Results page displays a list of records returned from a search. The same Search Results page appears for all simple search pages. You can configure the number of records to display at one time in the results list and the fields to display in the list. Fields in the field-ref elements are named by their object name and then the field name; for example, Person.LastName or Phone.PhoneNumber.
The file opens in the NetBeans XML editor.
For example:
<item-per-page>15</item-per-page>
For example:
<max-result-size>100</max-result-size>
For example:
<field-ref>Person.LastName</field-ref>
For example:
<field-ref>Person.FirstName</field-ref>
For example, to delete the City field from the following list, delete the boldface text.
<search-result-list-page> <item-per-page>10</item-per-page> <field-ref>Person.LastName</field-ref> <field-ref>Person.FirstName</field-ref> <field-ref>Address.AddressLine1</field-ref> <field-ref>Address.City</field-ref> </search-result-list-page>
The View/Edit page appears when you select a record in the search results list. This page displays all of the information about an enterprise object. You can configure the number of fields that appear in each row of the view page.
The file opens in the NetBeans XML editor.
For example:
<eo-view-page> <field-per-row>2</field-per-row> </eo-view-page>
The Create System Record page is where a user adds new records to the master index database. You can configure the name of the tabbed heading and the type of object returned. Do not modify the URL of the entrance to the Create System Record page. Following is a sample of the create-eo element.
<create-eo> <root-object>Person</root-object> <tab-name>Create System Record</tab-name> <tab-entrance>/stcedm/EnterEOCreateAction.do</tab-entrance> </create-eo>
The file opens in the NetBeans XML editor.
For example:
<root-object>Customer</root-object>
Note - This must be the name of the parent object.
<tab-name>Add Record</tab-name>
The History page allows you to search for records, view a results list, and then view a history of changes to the record you select. You can configure the name of the tabbed heading for the page, the type of object returned, the appearance of the search and results pages, and the appearance of the merge history page. Do not modify the URL of the entrance to the History page. Following is a sample of the history element.
<history> <root-object>Company</root-object> <tab-name>History</tab-name> <tab-entrance>/stcedm/EnterXASearchAction.do</tab-entrance> <xa-search-page> <field-per-row>2</field-per-row> </xa-search-page> <search-result-list-page> <item-per-page>10</item-per-page> <max-result-size>200</max-result-size> <field-ref>Person.FirstName</field-ref> <field-ref>Person.LastName</field-ref> <field-ref>Phone.Phone</field-ref> <field-ref>Address.AddressLine1</field-ref> </search-result-list-page> <merge-history-key-field> <field-ref>Person.FirstName</field-ref> <field-ref>Person.LastName</field-ref> </merge-history-key-field> </history>
The file opens in the NetBeans XML editor.
For example:
<root-object>Customer</root-object>
Note - This must be the name of the parent object.
For example:
<tab-name>Transaction History</tab-name>
For example:
<xa-search-page> <field-per-row>3</field-per-row> </xa-search-page>
For example:
<item-per-page>15</item-per-page>
For example:
<max-result-size>250</max-result-size>
The Match Review page allows you to search for potential duplicate or assumed match records to compare, view a results list, and then view a comparison of the records you select. You can configure the name of the tabbed heading for the page, the type of object returned, and the appearance of the search and results pages. Do not modify the URL of the entrance to the Match Review page. Following is a sample of the matching-review element.
<matching-review> <root-object>Company</root-object> <tab-name>Matching Review</tab-name> <tab-entrance>/stcedm/EnterPDSearchAction.do</tab-entrance> <pd-search-page> <field-per-row>2</field-per-row> </pd-search-page> <search-result-list-page> <item-per-page>10</item-per-page> <max-result-size>250</max-result-size> </search-result-list-page> </matching-review>
The file opens in the NetBeans XML editor.
For example:
<root-object>Customer</root-object>
Note - This must be the name of the parent object.
For example:
<tab-name>Potential Duplicates</tab-name>
For example:
<pd-search-page> <field-per-row>3</field-per-row> </pd-search-page>
For example:
<item-per-page>15</item-per-page>
For example:
<max-result-size>100</max-result-size>
Configuring the Reports page consists of two steps: configuring the page itself and configuring the individual reports.
For the Reports page, you can configure the name of the tabbed heading for the page and the type of object returned. Do not modify the URL of the entrance to the Reports page. Following is a sample of the Reports page configuration elements.
<reports> root-object>Company</root-object> <tab-name>Reports</tab-name> <tab-entrance>/EnterReportSearchAction.do</tab-entrance> <search-page-field-per-row>2</search-page-field-per-row>
The report configuration section of the Enterprise Data Manager configuration file defines the appearance of the Reports page, and is located within a set of reports tags near the end of the file.
The file opens in the NetBeans XML editor.
A configuration section is defined for each of the six production report templates and for each of the three activity reports. Use these sections to configure each production and activity report to display information as you want to view it. You can also specify which reports can be run from the EDM. Following is an example of a report configuration stanza.
<report name="Potential Duplicate" title="Potential Duplicate Report"> <enable>true</enable> <max-result-size>1000</max-result-size> <page-size>100</page-seize> <fields> <field-ref>Company.CompanyName</field-ref> <field-ref>Company.CompanyType</field-ref> <field-ref>Company.StockSymbol</field-ref> <field-ref>Company.ContactPerson</field-ref> <field-ref>Phone.Phone</field-ref> <field-ref>Address.AddressLine1</field-ref> <field-ref>Address.AddressLine2</field-ref> </fields> </report>
Perform the following steps for each production and activity report.
The file opens in the NetBeans XML editor.
The following table lists and describes the XML elements that define the configuration of the Reports page on the EDM.
Table 1 Reports Page Configuration Elements
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The following table lists and describes the XML elements that define the reports run from the EDM.
Table 2 Reports Configuration Elements
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When enabled, the audit log stores a history of each instance in which information from the object tables in the master index database is accessed. The EDM allows you to search for and view the audit log entries. You can enable or disable the audit log in the Enterprise Data Manager file.
The file opens in the NetBeans XML editor.
For example:
<audit-log> <allow-insert>true</allow-insert> </audit-log>
For example:
<audit-log> <allow-insert>false</allow-insert> </audit-log>