Contact Zone:MatchUp Tutorial - Revision history

Admin at 00:26, 5 January 2017

2017-01-05T00:26:57Z

← Older revision		Revision as of 00:26, 5 January 2017
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	~~[[Contact Zone:Reference\|← Contact Zone Reference]]~~		{{ContactZoneMatchUpNav}}

	{~~\| class="mw-collapsible" cellspacing="2" style="background-color:#f9f9f9; border:1px solid #aaaaaa; font-size:9pt; color:#0645ad; padding:8px 8px;"~~
	~~! style="text-align:left; color:black; border-bottom:1px solid #aaaaaa;"\|'''MatchUp Navigation'''~~
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	~~\|[[Contact Zone:MatchUp\|Overview]]~~
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	~~\|[[Contact Zone:MatchUp Editions\|Editions]]~~
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	~~\|[[Contact Zone:MatchUp Tutorial\|Tutorial]]~~
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	~~! style="color:black;"\|[[Contact Zone:MatchUp:Component Settings\|Component Settings]]~~
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	~~\|[[Contact Zone:MatchUp:Component Settings#Show Details\|Show Details]]~~
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	~~{\| class="mw-collapsible mw-collapsed" style="width:100%;"~~
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	~~! style="color:black;"\|MatchUp Tabs~~
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	~~\|[[Contact Zone:MatchUp:Matchcode\|Matchcode]]~~
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	~~\|[[Contact Zone:MatchUp:Field Mapping\|Field Mapping]]~~
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	~~\|[[Contact Zone:MatchUp:Options\|Options]]~~
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	~~\|[[Contact Zone:MatchUp:Source Pass-Through\|Source Pass-Through Columns]]~~
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	~~\|[[Contact Zone:MatchUp:Lookup Pass-Through\|Lookup Pass-Through Columns]]~~
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	~~\|[[Contact Zone:MatchUp:Output Filter\|Output Filter]]~~
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	~~{\| class="mw-collapsible mw-collapsed" style="width:100%;"~~
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	~~! style="color:black;"\|[[Contact Zone:MatchUp:Matchcode Editor\|Matchcode Editor]]~~
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	~~\|[[Contact Zone:MatchUp:Matchcode Editor#Matchcode List\|Matchcode List]]~~
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	~~\|[[Contact Zone:MatchUp:Matchcode Editor#Component List\|Component List]]~~
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	~~\|[[Contact Zone:MatchUp:Component Properties\|Component Properties]]~~
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	~~\|[[Contact Zone:MatchUp:Algorithms\|Algorithms]]~~
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	~~\|[[Contact Zone:MatchUp:Matchcodes\|Matchcodes]]~~
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	~~! style="color:black;"\|Result Codes~~
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	~~\|[[Returned Result Codes:Enterprise Solutions#Contact Zone\|Returned Result Codes]]~~
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	~~\|[[Result Codes]]~~
	\|}
	\|}


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Admin at 21:21, 13 August 2014

2014-08-13T21:21:12Z

← Older revision		Revision as of 21:21, 13 August 2014
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	Click File and select Save as to save the project.		Click File and select Save as to save the project.

	[[File:~~CZ_MU_Tutorial_Save~~.png\|link=]]		[[File:CZ_Tutorial_Save.png\|link=]]

Admin at 00:53, 24 June 2014

2014-06-24T00:53:24Z

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Admin at 23:23, 19 June 2014

2014-06-19T23:23:47Z

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	\|[[Contact Zone:MatchUp\|Overview]]		\|[[Contact Zone:MatchUp\|Overview]]
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			\|[[Contact Zone:MatchUp Editions\|Editions]]
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	\|[[Contact Zone:MatchUp Tutorial\|Tutorial]]		\|[[Contact Zone:MatchUp Tutorial\|Tutorial]]

Admin at 22:06, 18 June 2014

2014-06-18T22:06:54Z

← Older revision		Revision as of 22:06, 18 June 2014
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	[[File:CZ_MU_Matchcode.png\|link=]]		[[File:CZ_MU_Matchcode.png\|link=]]


	~~==Mapping==~~
	===Field Mapping Tab===		===Field Mapping Tab===
	The Source Mapping table automatically pulls the data from the first input step connected to the component. In the drop-down menu under Lookup Step: select the input step to be matched against the Source Mapping.		The Source Mapping table automatically pulls the data from the first input step connected to the component. In the drop-down menu under Lookup Step: select the input step to be matched against the Source Mapping.
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	[[File:CZ_MU_FieldMapping.png\|link=]]		[[File:CZ_MU_FieldMapping.png\|link=]]

			===Options Tab===
	==~~Select~~ Options==
	Select the lookup options (e.g. whether to suppress or intersect) and designate any special naming for the output columns.		Select the lookup options (e.g. whether to suppress or intersect) and designate any special naming for the output columns.

	[[File:CZ_MU_Options.png\|link=]]		[[File:CZ_MU_Options.png\|link=]]

			===Source Pass-Through Columns Tab===
	~~==Pass-Through Columns==~~
	===Source Pass-Through Columns===
	Click on “get fields”. This will set any extra fields to be output from the input step.		Click on “get fields”. This will set any extra fields to be output from the input step.

	[[File:CZ_MU_SourcePassThrough.png\|link=]]		[[File:CZ_MU_SourcePassThrough.png\|link=]]

	===Lookup Pass-Through Columns===		===Lookup Pass-Through Columns Tab===
	Click on “get fields”. This will set any extra fields to be output from the input step.		Click on “get fields”. This will set any extra fields to be output from the input step.

	[[File:CZ_MU_LookupPassThrough.png\|link=]]		[[File:CZ_MU_LookupPassThrough.png\|link=]]

			===Output Filter Tab===
	==Output Filter==
	You can specify the filter from the drop down or you can also create your own custom filter.		You can specify the filter from the drop down or you can also create your own custom filter.

Admin at 19:16, 18 June 2014

2014-06-18T19:16:14Z

← Older revision		Revision as of 19:16, 18 June 2014
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	Navigate to Tools > Melissa Data Settings > Components > MatchUp		Navigate to Tools > Melissa Data Settings > Components > MatchUp

	[[File:~~CZ MU ComponentSettings Menu~~.png\|link=]]		[[File:CZ_MU_ComponentSettings_Menu.png\|link=]]

	Set up the MatchUp Component Settings. See [[Contact Zone:MatchUp:Component Settings\|Component Settings]].		Set up the MatchUp Component Settings. See [[Contact Zone:MatchUp:Component Settings\|Component Settings]].

Admin: Created page with "← Contact Zone Reference {| class="mw-collapsible" cellspacing="2" style="background-color:#f9f9f9; border:1px solid #aaaaaa; font-size:9pt; c..."

2014-06-17T18:24:09Z

Created page with "← Contact Zone Reference {| class="mw-collapsible" cellspacing="2" style="background-color:#f9f9f9; border:1px solid #aaaaaa; font-size:9pt; c..."

New page

[[Contact Zone:Reference|← Contact Zone Reference]]

{| class="mw-collapsible" cellspacing="2" style="background-color:#f9f9f9; border:1px solid #aaaaaa; font-size:9pt; color:#0645ad; padding:8px 8px;"
! style="text-align:left; color:black; border-bottom:1px solid #aaaaaa;"|'''MatchUp Navigation'''
|-
| style="padding-right:220px;"|
|-
|[[Contact Zone:MatchUp|Overview]]
|-
|[[Contact Zone:MatchUp Tutorial|Tutorial]]
|-
|
{| class="mw-collapsible mw-collapsed" style="width:100%;"
|- align="left"
! style="color:black;"|[[Contact Zone:MatchUp:Component Settings|Component Settings]]
|-
|[[Contact Zone:MatchUp:Component Settings#Show Details|Show Details]]
|}
|-
|
{| class="mw-collapsible mw-collapsed" style="width:100%;"
|- align="left"
! style="color:black;"|MatchUp Tabs
|-
|[[Contact Zone:MatchUp:Matchcode|Matchcode]]
|-
|[[Contact Zone:MatchUp:Field Mapping|Field Mapping]]
|-
|[[Contact Zone:MatchUp:Options|Options]]
|-
|[[Contact Zone:MatchUp:Source Pass-Through|Source Pass-Through Columns]]
|-
|[[Contact Zone:MatchUp:Lookup Pass-Through|Lookup Pass-Through Columns]]
|-
|[[Contact Zone:MatchUp:Output Filter|Output Filter]]
|}
|-
|
{| class="mw-collapsible mw-collapsed" style="width:100%;"
|- align="left"
! style="color:black;"|Result Codes
|-
|[[Returned Result Codes:Enterprise Solutions#Contact Zone|Returned Result Codes]]
|-
|[[Result Codes]]
|}
|}

{{CustomTOC}}

The following steps will guide you in the basic usage of MatchUp for Contact Zone.

==Component Settings==
Navigate to Tools > Melissa Data Settings > Components > MatchUp

[[File:CZ MU ComponentSettings Menu.png|link=]]

Set up the MatchUp Component Settings. See [[Contact Zone:MatchUp:Component Settings|Component Settings]].

==Add Component==
To add MatchUp to your project, drag the component onto the Data Flow screen. This will snap the MatchUp Component into your workflow space.

[[File:CZ_MU_Tutorial_Component.png|link=]]

==Connect Input==
Select data flow sources to be your input data. Many formats can be used as Sources, including Excel files, flat files or Access Input data sources. Connect these data sources to the MatchUp Component by dragging the arrow from your data flow source to the MatchUp Component.

[[File:CZ_MU_Tutorial_Source.png|link=]]

==Configure Component==
Double click the MatchUp Component to bring up the interface.

===Matchcode Tab===
Select the matchcode you want to use from the drop-down menu. If you need a customized matchcode, you may use the [[Contact Zone:MatchUp:Matchcode Editor|Matchcode Editor]].

[[File:CZ_MU_Matchcode.png|link=]]

==Mapping==
===Field Mapping Tab===
The Source Mapping table automatically pulls the data from the first input step connected to the component. In the drop-down menu under Lookup Step: select the input step to be matched against the Source Mapping.

[[File:CZ_MU_FieldMapping.png|link=]]

==Select Options==
Select the lookup options (e.g. whether to suppress or intersect) and designate any special naming for the output columns.

[[File:CZ_MU_Options.png|link=]]

==Pass-Through Columns==
===Source Pass-Through Columns===
Click on “get fields”. This will set any extra fields to be output from the input step.

[[File:CZ_MU_SourcePassThrough.png|link=]]

===Lookup Pass-Through Columns===
Click on “get fields”. This will set any extra fields to be output from the input step.

[[File:CZ_MU_LookupPassThrough.png|link=]]

==Output Filter==
You can specify the filter from the drop down or you can also create your own custom filter.

[[File:CZ_MU_OutputFilter.png|link=]]

==Connect Output==
Add data destinations for the downstream output. Connect the respective output filter pin to the output destination.

[[File:CZ_MU_Tutorial_Output.png|link=]]

==Save Settings==
Click File and select Save as to save the project.

[[File:CZ_MU_Tutorial_Save.png|link=]]

==Run Project==
Now, the project is ready to run. It is possible to observe in real time as records flow from your input sources through the MatchUp Component and pipe output source(s) depending on the filtering options.

[[Category:Contact Zone]]