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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 Master Index Blocking Queries

By default, one blocking query is predefined in query.xml. If the default query does not meet your 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 Implementing Master Index Custom Plug-ins in Oracle Java CAPS Master Index User’s Guide). Blocking queries contain block definitions, which define the groups of fields used for each query pass and how those groups are processed. Each block definition contains one or more set of query blocks. Each query block defines the query rules for one of the groups of fields that make up the block definition. You can further configure a blocking query by filtering out unwanted values from the query process. For more information, see Filtering Default Values From Master Index Processes.

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.

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

To Create a Blocking 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 Blocking Queries section, click Add.

    The Blocking Query Builder dialog box appears.

  4. In the Query Builder section, enter the fields described in Master Index Query Builder Dialog Box Fields and XML Elements.
  5. Do the following for each query block you want to include in the query:
    1. In the Block Definitions section, click Add.

      The Block Definition dialog box appears.

    2. In the Block Name field, enter a unique name for the query block.
    3. (Optional) In the Hint field, define MySQL, Oracle or SQL Server hints for the query block.

      For SQL Server, you can only use OPTION hints.

    4. In the Block By section, click Add.

      The Block Rule dialog box appears, where you can specify a field to include in the query block.

    5. Enter values for the fields on the dialog box as described in Master Index Query Block Fields and XML Elements, and then click OK.
    6. For each field to include in the query block, repeat the previous two steps.
    7. When you are done specifying fields for the rule, click OK on the Block Definition dialog box.
  6. For each query block you want to create for this query, repeat the previous step.
  7. When you are done defining the query blocks, click OK.
  8. On the Configuration Editor toolbar, click Save.
  9. To define values to exclude as criteria during the query process, see Filtering Default Values From Master Index Processes.

To Create a Blocking 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. Create a new config element between the query-builder tags.
  5. To create a query block, do the following:
    1. In the new config element, create a new block-definition element with a number attribute and assign a unique ID code to the number attribute.

      For example:

      <query-builder name="BLOCKING-SEARCH" class=
        "com.sun.mdm.index.querybuilder.BlockingQueryBuilder" 
        parser-class=
        "com.sun.mdm.index.configurator.impl.querybuilder.
      KeyValueConfiguration"
      standardize="true" phoneticize="true">
         <config>
            <block-definition number="ID1">
            </block-definition>
         </config>
      </query-builder>
    2. To add a database hint, create and define a new hint element in the new block-definition element.

      The following example illustrates an Oracle hint.

      <config>
         <block-definition number="ID1">
         <hint>FIRST_ROWS_100</hint>
         </block-definition>
      <config>

      Tip - Hints are especially useful when a blocking query uses only child object fields; the hint can specify to scan the child object table first. For SQL Server, only OPTION hints are supported.


    3. In the new block-definition element, create a block-rule element.
    4. For each field in the data block, create the elements and attributes listed in Master Index Query Block Fields and XML Elements.

      The following example illustrates the use of both range and equals elements, as well as upper and lower bounds.

      <config>
         <block-definition number="ID1">
            <hint>FIRST_ROWS_100</hint>
            <block-rule>
               <equals>
                  <field>Enterprise.SystemSBR.Person.FirstNamePh</field>
                  <source>Person.FirstNamePh</source>
               </equals>
               <equals>
                  <field>Enterprise.SystemSBR.Person.LastNamePh</field>
                  <source>Person.LastNamePh</source>
               </equals>
               <range>
                  <field>Enterprise.SystemSBR.Person.DateOfBirth</field>
                  <source>Person.DateOfBirth</source>
                  <default>
                     <lower-bound type=”offset”>-5</lower-bound>
                     <upper-bound type=”constant”>2009-01-01
                     </upper-bound>
                  </default>
               </range>
            </block-rule>
         </block-definition>
      <config>
  6. Repeat the previous step for each data block you need to define for the query.

    All data blocks for one query must be defined within one config element.

  7. Save and close the file.
  8. To define values to exclude as criteria during the query process, see Filtering Default Values From Master Index Processes.

Master Index Query Block Fields and XML Elements

The following table lists and describes the fields on the Block Rule dialog box of the Configuration Editor, along with the corresponding elements and attributes in query.xml. To see how the XML elements are organized, see the sample in Adding a Query Block to a Master Index Query. For more information about the structure of a query block, see Query Configuration in Oracle Java CAPS Master Index Configuration Reference .

Configuration Editor Field
XML Element/Attribute
Description
Field
field
The name of the field to be included in the query block. On the Configuration Editor, you can click Browse to select a field or enter the fully qualified field name manually.
Source
source
The name of the source field in the object from which the criteria is obtained. Click Browse to select a field, or enter the qualified field name manually. An asterisk (*) can be used as a wildcard character.

Tip - When a field in a child object is defined for a blocking query, use the asterisk wildcard character in the ePath to the source field to ensure all instances of the child object in an incoming message are used as search criteria. Each instance is joined by an OR operator. For example, this configuration:

   <field>Enterprise.SystemSBR.Person.Name.FirstName
   </field>
   <source>Person.Name[*].FirstName</source>

would result in a WHERE clause similar to this:

WHERE Name.FirstName=”Meg” OR Name.FirstName=”Maggie”


Operator
type of search
An indicator of the type of search to perform on the field. On the Configuration Editor, you can select one of the following values from the drop-down list. In the XML file, you specify one of the following names for the XML element that defines one field in a query block.
  • equals - Performs an exact search against either the criteria or the value defined for the “Use Constants” option.

  • not-equals - Searches for values that do not equal either the criteria or the value defined for the “Use Constants” option.

  • greater-than-or-equal - Performs a search for values that are greater than or equal to either the criteria or the value defined for the “Use Constants” option.

  • less-than-or-equal - Performs a search for values that are less than or equal to either the criteria or the value defined for the “Use Constants” option.

  • range - Performs a search against a range of either static or user-defined ranges. If you select this option, you must specify upper and lower bounds.


Tip - If a field is to be used for simple range searching (where the user or incoming message supplies lower and upper limits of the range are supplied) be sure to define that field for range searching in midm.xml for the searches that use this query. For more complex range searches that use offset values or constants instead of user-supplied limits, do not define the field for range searching in midm.xml.


Use Constant/Value
constant
On the Configuration Editor, this is an indicator of whether to use a constant value as the search criteria for the field. When this option is selected, you need to enter the constant in the corresponding Value field. In the XML file, enter the value of the constant in the constant element.
Upper Bound Type
upper-bound/type
For range searching only, the type of value to use for the upper limit of the search range. Select or enter one of the following options.
  • not defined - No specific upper limit is defined; a user enters the value when performing the search. Be sure to define this field for range searching in the MIDM as well. In the XML file, this is indicated by omitting the upper-bound element.

  • constant - A specific value is defined to use as the upper limit of the range when no search criteria is entered or when incomplete information is available.

  • offset - A value to be added to the user-supplied value to determine the upper limit on the search range.

    For constant and offset, enter the value in the corresponding Value field.

Lower Bound Type
lower-bound/type
For range searching only, the type of value to use for the lower limit of the search range. Select one of the options listed for Upper Bound Type. If you select offset, the value you specify for the offset will be subtracted from the user-supplied value.
Value (for the upper and lower bounds)
upper-bound

lower-bound

For constant and offset range searching, the upper or lower limit of the range. For constants, this is the upper or lower limit; for offsets, this is the value added to or subtracted from the user-supplied value. It can be numeric, date, or string. In the XML file, the upper-bound and lower-bound elements fall within an element named default.