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Oracle Java CAPS Master Index Configuration Guide     Java CAPS Documentation
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Oracle Java CAPS Master Index Configuration Guide

Related Topics

Master Index Configuration Overview

About the Master Index Configuration Files

object.xml

query.xml

mefa.xml

master.xml

update.xml

filter.xml

validation.xml

security.xml

midm.xml

Modifying the Master Index XML Files Directly

Using the Master Index Master Index Configuration Editor

object.xml

query.xml

master.xml

mefa.xml

update.xml

validation.xml

midm.xml

Match Configuration File (matchConfigFile.cfg)

Maintaining Version Control in the Master Index Configuration Files

Copying, Cutting, and Pasting Files

Configuring the Master Index Object Structure

Adding an Object to the Master Index Object Structure

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

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

To Delete an Object (Configuration Editor)

To Delete an Object (XML Editor)

Adding a Field to the Master Index Object Structure

To Add a Field (Configuration Editor)

To Add a Field (XML Editor)

Deleting a Field from the Master Index Object Structure

To Delete a Field (Configuration Editor)

To Delete a Field (XML Editor)

Modifying Master Field Properties

To Modify Field Properties (Configuration Editor)

To Modify Field Properties (XML Editor)

Defining Relationships Between Master Index Objects

To Define Object Relationships (XML Editor)

Master Index Field Properties and Name Restrictions

Master Index Field Name Restrictions

Master Index Configuration Editor Field Properties

Master Index Field Property Elements

Creating a Master Index Basic Query

To Create a Basic Query (Configuration Editor)

To Create a Basic Query (XML Editor)

Master Index Query Builder Dialog Box Fields and XML Elements

Creating Master Index Blocking Queries

To Create a Blocking Query (Configuration Editor)

To Create a Blocking Query (XML Editor)

Master Index Query Block Fields and XML Elements

Modifying Master Index Queries

Modifying a Master Index Query

To Modify a Basic Query (Configuration Editor)

To Modify a Query (XML Editor)

Adding a Query Block to a Master Index Query

To Add a Query Block (Configuration Editor)

To Add a Query Block (XML Editor)

Modifying a Query Block for a Master Index Query

To Modify a Query Block (Configuration Editor)

To Modify a Query Block (XML Editor)

Deleting a Query Block From a Master Index Query

To Delete a Query Block (Configuration Editor)

To Delete a Query Block (XML Editor)

Deleting a Master Index Query

To Delete a Query (Configuration Editor)

To Delete a Query

Configuring Master Index Processing Options

Specifying Master Index Custom Logic Classes

To Specify Custom Logic for External System Messages

To Specify Custom Logic for the Master Index Data Manager

Specifying the Master Index Update Mode

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

To Allow Merged Record Updates

To Prevent Merged Record Updates

Specifying the Master Index Blocking Query for Matching

To Specify the Blocking Query for Matching

Setting Master Index Blocking Query Options

To Set Blocking Query Options

Defining Master Index Transactional Support

To Configure the Master Index for Local Transactions

To Configure the Master Index to Distributed Transactions Across Applications

To Configure the Master Index for Distributed Transactions Within the Master Index Application Only

Configuring Matching Parameters

Specifying the Master Index Decision Maker Class

To Specify the Decision Maker Class

Defining How to Handle Multiple Assumed Matches (OneExactMatch)

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)

To Allow Same System Records to be Automatically Merged

To Prevent Same System Records From Being Automatically Merged

Specifying the Master Index Duplicate Threshold

To Specify the Duplicate Threshold (Configuration Editor)

To Specify the Duplicate Threshold (XML Editor)

Specifying the Master Index Match Threshold

To Specify the Match Threshold (Configuration Editor)

To Specify the Match Threshold (XML Editor)

Adding and Deleting Master Index Decision Maker Parameters

To Add a New Decision Maker Parameter

To Delete a Decision Maker Parameter

Configuring Master Index EUIDs

Specifying the Master Index EUID Generator Class

To Specify the EUID Generator Class

Specifying the Master Index EUID Length

To Specify the EUID Length

Specifying a Master Index Checksum Length

To Specify a Checksum Length

Specifying the Master Index Chunk Size

To Specify the Chunk Size

Adding and Deleting Master Index EUID Generator Parameters

To Add EUID Generator Parameters

To Delete EUID Generator Parameters

Defining Master Index Normalization Rules

Defining a Master Index Field to be Normalized

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

Master Index Variants Properties

Modifying a Master Index Normalization Definition

To Modify a Normalization Definition (Configuration Editor)

To Modify a Normalization Structure (XML Editor)

Deleting a Master Index Normalization Definition

To Delete a Normalization Definition

To Delete a Normalization Structure

Defining Master Index Standardization Rules

Defining Master Index Fields to be Standardized

To Define Fields to be Standardized (Configuration Editor)

To Define Fields to be Standardized (XML Editor)

Master Index Standardization Source and Target Field Elements

Modifying a Master Index Standardization Definition

To Modify a Standardization Definition (Configuration Editor)

To Modify a Standardization Definition (XML Editor)

Deleting a Master Index Standardization Definition

To Delete a Standardization Definition (Configuration Editor)

To Delete a Standardization Definition (Configuration Editor)

Defining Phonetic Encoding for the Master Index

Defining Master Index Fields for Phonetic Encoding

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

Modifying a Master Index Phonetic Encoding Definition

To Modify a Phonetic Encoding Definition (Configuration Editor)

To Modify a Phonetic Encoding Definition (XML Editor)

Deleting a Master Index Phonetic Encoding Definition

To Delete a Phonetic Encoding Definition (Configuration Editor)

To Delete a Phonetic Encoding Definition (XML Editor)

Defining a Master Index Phonetic Encoder

To Define a Phonetic Encoder (Configuration Editor)

To Define a Phonetic Encoder (XML Editor)

Master Index Encoder Elements and Types

Modifying a Master Index Phonetic Encoder

To Modify a Phonetic Encoder (Configuration Editor)

To Modify a Phonetic Encoder (XML Editor)

Deleting a Master Index Phonetic Encoder

To Delete a Phonetic Encoder (Configuration Editor)

To Delete a Phonetic Encoder (XML Editor)

Defining the Master Index Match String

Creating the Master Index Match String

To Create the Match String (Configuration Editor)

To Create the Match String (XML Editor)

Modifying the Master Index Match String

To Modify the Match String (Configuration Editor)

To Modify the Match String (XML Editor)

Defining how Master Index Query Blocks are Processed

To Specify the Block Picker

To Specify the Pass Controller Class

Defining the Master Index Survivor Calculator

Specifying the Master Index Survivor Helper

To Specify the Survivor Helper

Specifying a Master Index Default Survivor Strategy

To Specify a Default Survivor Strategy

Configuring the Default Survivor Strategy

Master Index Default Survivor Strategy Parameter Elements

Defining the Master Index Single Best Record Structure

To Specify a Candidate Field

Deleting Candidate Fields

Defining a Master Index Survivor Strategy for a Field or Object

To Define a Survivor Strategy for a Field

Defining Master Index Custom Weighted Strategies

Defining Custom Weighted Strategies

Configuring Weighted Strategies

Modifying Weighted Calculator Parameters

Deleting Weighted Calculator Parameters

Master Index Weighted Calculator Parameter Elements

Filtering Default Values From Master Index Processes

To Filter Default Values From the SBR, Blocking Query, or Match Process

Filter Definition Elements

Configuring Master Index Update Policies

Defining Master Index Update Policies

To Define Update Policies

Setting the Master Index Update Policy Flag

To Set the Update Policy Flag

Defining Custom Field Validations for the Master Index

To Implement a Validation Rule

Configuring the Match Engine

Specifying a Match Engine for the Master Index

To Configure the Match Engine

Configuring the Comparison Functions for a Master Index Application

To Configure the Comparison Functions (Configuration Editor)

To Configure the Comparison Functions (Text Editor)

Match Comparator Configuration Properties for Oracle Java CAPS Master Index

Importing Custom Comparison Functions

To Import a Comparison Function

Deleting a Custom Comparison Function

To Delete a Custom Comparison Function

Configuring the Standardization Engine

Specifying a Standardization Engine for the Master Index

To Specify the Standardization Engine

Modifying Master Index Standardization Files

To Modify Standardization Data Configuration Files

Importing Standardization Data Types and Variants

To Import a Data Type or Variant

Deleting a Standardization Variant or Data Type

To Delete a Variant or Data Type

Configuring the Master Index MIDM Appearance

Adding Objects to the MIDM

To Add an Object to the MIDM

Modifying MIDM Objects

To Modify an MIDM Object

Deleting Objects From the MIDM

To Delete an Object

Adding Fields to the MIDM

To Define New Fields

MIDM Field Configuration Elements

Removing Fields From the MIDM

To Remove a Field From the MIDM

Modifying MIDM Field Display Options

To Modify a Field's Display Options

Specifying a Drop-Down List for an MIDM Field

To Specify a Drop-Down List

Specifying an MIDM Field's Length and Format

To Modify a Field's Length and Format

Modifying an MIDM Field's Data Type

To Modify the Data Type

Defining Key Fields for an Object

To Modify the Key Status

Masking Field Values on the MIDM

To Mask Field Values on the MIDM

Defining MIDM Object Relationships

To Define Relationships

Defining MIDM Local ID Labels

To Define Local ID Labels

Configuring the Master Index MIDM Pages

Specifying the Initial View for the MIDM

To Specify the Initial View

Configuring the MIDM Duplicate Records Page

Configuring Duplicate Records Display Options

Configuring Duplicate Records Search Pages

Configuring the Duplicate Records Results List

Duplicate Records Page Configuration Elements

Duplicate Records Search Page Elements

Duplicate Records Search Results List Elements

Configuring the MIDM Record Details Page

To Configure Record Details Display Options

Creating Search Pages on the Record Details Page

Step 1: Define the Search Page

Step 2: Define the Search Fields

Step 3: Specify Search Options

Record Details Search Page Definition Elements

Record Details Search Field Definition Elements

Record Details Search Option Elements

Modifying a Search Page on the Record Details Page

Modifying a Search Page Definition

Modifying Search Fields

Modifying Record Details Search Page Options

Configuring the MIDM Assumed Matches Page

To Configure the Assumed Matches Page

Configuring the MIDM Transactions Page

To Configure the Transactions Page

Configuring the MIDM Reports Page

Configuring the Reports Page Definition

Configuring Production Reports

Configuring Activity Reports

Production Reports Definition Elements

Activity Reports Definition Elements

Activity Reports Page Definition Elements

Activity Reports Search Elements

Activity Reports Results Elements

Configuring the MIDM Source Record Page

Configuring the Source Record Page Definition

Configuring the Tabbed Pages on the Source Record Page

Configuring the MIDM Audit Log Page

To Configure the Audit Log Page

Configuring Master Index MIDM Implementation Information

Specifying the Master Controller JNDI Class

To Specify the Master Controller JNDI Class

Specifying the Master Index Report Generator JNDI Class

To Specify the Report Generator JNDI Class

Specifying Master Index Validation Services

To Specify the Validation Service

Setting Master Index Debug Options

To Set Debug Options

Specifying a Master Index Field Masking Class

To Specify a Field Masking Class

Creating a Master Index Basic Query

By default, two basic queries are predefined in query.xml, one phonetic and one exact alphanumeric. If the default queries do not meet your query requirements, you can define new queries for the master index application. You can either use an existing query builder class or create a custom query builder by creating a custom plug-in (for more information, see Custom Plug-Ins for Master Index Custom Components in Oracle Java CAPS Master Index User’s Guide).

The changes you make on the Query page of the Configuration Editor are reflected in query.xml. For more information about this file and the configurable query options, see Query Configuration in Oracle Java CAPS Master Index Configuration Reference . If you create a new query to use from the MIDM, make sure to add that query to one of the search definitions in midm.xml. Unless specifically defined for range searching in midm.xml, basic queries use exact searching. No configuration is required in query.xml for basic exact or range searching.

You can create basic queries either through the Configuration Editor or by modifying the XML file directly. Both methods are described here.

To Create a Basic Query (Configuration Editor)

  1. In the Projects window, right-click the Configuration node in the project you want to modify, and then click Edit.

    The Configuration Editor appears.

  2. Click the Query tab.

    The Query page appears.

  3. In the Basic Queries section, click Add.

    The Basic Query Builder dialog box appears.

  4. Enter values and select options for the fields described in Master Index Query Builder Dialog Box Fields and XML Elements.
  5. On the Configuration Editor toolbar, click Save.

To Create a Basic Query (XML Editor)

  1. In the Projects window, expand the Configuration node in the project you want to modify, and then double-click query.xml.

    The file opens in the NetBeans XML editor.

  2. Create a new query-builder element in the QueryBuilderConfig element.

    Make sure the new element is created outside of any existing query-builder elements.

  3. For the new query-builder element, define the attributes listed in Master Index Query Builder Dialog Box Fields and XML Elements.

    For example:

    <query-builder name="PHONETIC-SEARCH" class=
      "com.sun.mdm.index.user.CustomQueryBuilder" 
      parser-class= 
      "com.sun.mdm.index.configurator.impl.querybuilder.KeyValueConfiguration"
       standardize="false" phoneticize="true">
    </query-builder>
  4. To configure the query to use wildcard characters, do the following:
    1. Add a new config element after the opening query-builder element.

      For example:

      <query-builder name="ALPHA-SEARCH" class=
        "com.sun.mdm.index.querybuilder.BasicQueryBuilder"
        parser-class=
        "com.sun.mdm.index.configurator.impl.querybuilder.KeyValueConfiguration"
        standardize="true" phoneticize="true">
         <config>
         </config>
      </query-builder>
  5. In the new config element, create an option element and then define key and value attributes for the new element.

    For example:

    <config>
     <option key="UseWildcard" value="true"/>
    </config>

    Note - For the default basic query, only the UseWildcard parameter is supported. If you create a custom basic query builder, you can use these elements to define additional parameters. For more information, see Master Index Query Builder Dialog Box Fields and XML Elements.


  6. Save and close the file.

Master Index Query Builder Dialog Box Fields and XML Elements

The following table lists and describes the fields on the Basic Query Builder and Blocking Query Builder dialog boxes on the Configuration Editor, along with the corresponding elements and attributes in query.xml.

Configuration Editor Field
XML Element/Attribute
Description
Query Builder Name
query-builder/name
A unique ID that identifies the Query Builder and is referenced from midm.xml when specifying the query to use on a search page. It is also referenced from mefa.xml when specifying the query to use for matching. No spaces are allowed in the name.
Query Builder Class
query-builder/class
The fully qualified name of the query class. Two default Query Builder classes are provided.
  • com.sun.mdm.index.querybuilder.BasicQueryBuilder – Builds dynamic queries using all the available input fields. When configured to use normalized and phonetic data, this query performs phonetic searches; when configured to not use normalized and phonetic data, this query is used for exact alphanumeric searches.

  • com.sun.mdm.index.querybuilder.BlockerQueryBuilder – Builds queries using the criteria defined in the block definitions defined for the query. When a blocking query is performed, the application searches only on the blocks for which they query has complete data.

Parser Class
query-builder/ parser-class
The fully qualified name of the class that parses the configuration elements for each query. The default parser class is com.sun.mdm.index.configurator.impl.querybuilder. KeyValueConfiguration.
Standardize
query-builder/ standardize
An indicator of whether any of the query criteria is standardized before being passed to the query. On the Configuration Editor, select this check box if any search fields are standardized. In the XML file, enter true if any search fields are standardized; otherwise enter false.
Phoneticize
query-builder/ phoneticize
An indicator of whether any of the query criteria is phonetically encoded before being passed to the query. On the Configuration Editor, select this check box if any search fields are phonetically encoded. In the XML file, enter true if any search fields are phonetically encoded; otherwise enter false.
Use Wildcard
option/key

option/value

An indicator of whether wildcard characters are allowed when executing this search. This parameter is available for basic queries only. On the Configuration Editor, select this check box if wildcard characters are allowed in any of the search fields.

In the XML file, each option element configures one parameter for the query and contains a key and value pair. The key attribute names the parameter. For the default basic query, the name is UseWildCard. The value attribute specifies the value of the corresponding key attribute. For the UseWildCard parameter, specify true to allow wildcard characters for that query type; otherwise specify false.

When wildcard characters are enabled, you can enter a percent sign (%) into search criteria to represent multiple unknown characters.


Note - If you define a custom query, you can use key and value options to define any required parameters.