Contact Zone:Personator Tutorial - Revision history

Admin at 20:18, 5 January 2017

2017-01-05T20:18:31Z

← Older revision		Revision as of 20:18, 5 January 2017
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	~~[[Contact Zone:Reference\|← Contact Zone Reference]]~~		{{ContactZonePersonatorNav}}

	{~~\| 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;"\|'''Personator Navigation'''~~
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	~~\| style="padding-right:220px;"\|~~
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	~~\|[[Contact Zone:Personator\|Overview]]~~
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	~~\|[[Contact Zone:Personator Tutorial\|Tutorial]]~~
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	{~~\| class="mw-collapsible mw-collapsed" style="width:100%;"~~
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	~~! style="color:black;"\|[[Contact Zone:Personator:Component Settings\|Component Settings]]~~
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	~~\|[[Contact Zone:Personator:Component Settings#Show Details (Web)\|Show Details (Web)]]~~
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	~~{\| class="mw-collapsible mw-collapsed" style="width:100%;"~~
	~~\|- align="left"~~
	~~! style="color:black;"\|Personator Tabs~~
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	~~\|[[Contact Zone:Personator:Input\|Input]]~~
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	~~\|[[Contact Zone:Personator:Actions/Options\|Actions/Options]]~~
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	~~\|[[Contact Zone:Personator:Output\|Output]]~~
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	~~\|[[Contact Zone:Personator:Pass-Through\|Pass-Through Columns]]~~
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	~~\|[[Contact Zone:Personator:Output Filter\|Output Filter]]~~
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	~~{\| class="mw-collapsible mw-collapsed" style="width:100%;"~~
	~~\|- align="left"~~
	~~! 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]]~~
	\|}
	\|}


	{{CustomTOC}}		{{CustomTOC}}

Admin at 19:20, 17 October 2014

2014-10-17T19:20:34Z

← Older revision		Revision as of 19:20, 17 October 2014
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	===Pass-Through Columns Tab===		===Pass-Through Columns Tab===
	Click on “get fields”. You may choose which columns to pass through to the data file and which columns to ~~filer~~ out.		Click on “get fields”. You may choose which columns to pass through to the data file and which columns to filter out.

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

Admin at 19:15, 13 August 2014

2014-08-13T19:15:42Z

← Older revision		Revision as of 19:15, 13 August 2014
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	===Actions/Options Tab===		===Actions/Options Tab===

	[[File:~~CZ_PR_Actions/Options~~.png\|link=]]		[[File:CZ_PR_ActionsOptions.png\|link=]]

	====Personator Actions====		====Personator Actions====

Admin at 19:13, 13 August 2014

2014-08-13T19:13:58Z

← Older revision		Revision as of 19:13, 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_PR_Tutorial_Save~~.png\|link=]]		[[File:CZ_Tutorial_Save.png\|link=]]

Admin at 21:05, 25 June 2014

2014-06-25T21:05:49Z

← Older revision		Revision as of 21:05, 25 June 2014
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	! style="color:black;"\|[[Contact Zone:Personator:Component Settings\|Component Settings]]		! style="color:black;"\|[[Contact Zone:Personator:Component Settings\|Component Settings]]
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	\|[[Contact Zone:Personator:Component Settings#Show Details\|Show Details]]		\|[[Contact Zone:Personator:Component Settings#Show Details (Web)\|Show Details (Web)]]
	\|}		\|}
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Admin at 22:09, 18 June 2014

2014-06-18T22:09:54Z

← Older revision		Revision as of 22:09, 18 June 2014
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	Double click the Personator Component to bring up the interface.		Double click the Personator Component to bring up the interface.


	~~==Map Fields==~~
	===Input Tab===		===Input Tab===
	Map the input fields.		Map the input fields.
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	[[File:CZ_PR_Input.png\|link=]]		[[File:CZ_PR_Input.png\|link=]]

			===Actions/Options Tab===
	==~~Choose~~ Actions/Options==

	[[File:CZ_PR_Actions/Options.png\|link=]]		[[File:CZ_PR_Actions/Options.png\|link=]]

	===Personator Actions===		====Personator Actions====
	Choose what actions you want Personator to perform. This table automatically pulls the data from the first input step connected to the component.		Choose what actions you want Personator to perform. This table automatically pulls the data from the first input step connected to the component.

	===Address Options===		====Address Options====
	Name, Address, Phone and Email Options can be set within the Advanced Options dialog box.		Name, Address, Phone and Email Options can be set within the Advanced Options dialog box.

			===Output Tab===
	==~~Setup~~ Output==
	Here you choose which columns to include with your output. Select which Output Group or Output Column Name to include and click Add Group(s), Add All or Add Column(s), depending on which you wish to add. Once added, the output list can be modified by either entering a new name for the column under Column Name or by clicking Delete Row(s), Delete All or Delete Column(s) to remove the selected columns from your output.		Here you choose which columns to include with your output. Select which Output Group or Output Column Name to include and click Add Group(s), Add All or Add Column(s), depending on which you wish to add. Once added, the output list can be modified by either entering a new name for the column under Column Name or by clicking Delete Row(s), Delete All or Delete Column(s) to remove the selected columns from your output.

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

			===Pass-Through Columns Tab===
	==Pass-Through Columns==
	Click on “get fields”. You may choose which columns to pass through to the data file and which columns to filer out.		Click on “get fields”. You may choose which columns to pass through to the data file and which columns to filer out.

	[[File:CZ_PR_PassThrough.png\|link=]]		[[File:CZ_PR_PassThrough.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 19:13, 18 June 2014

2014-06-18T19:13:59Z

← Older revision		Revision as of 19:13, 18 June 2014
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	Navigate to Tools > Melissa Data Settings > Components > Personator		Navigate to Tools > Melissa Data Settings > Components > Personator

	[[File:~~CZ PS ComponentSettings Menu~~.png\|link=]]		[[File:CZ_PR_ComponentSettings_Menu.png\|link=]]

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

Admin at 19:13, 18 June 2014

2014-06-18T19:13:21Z

← Older revision		Revision as of 19:13, 18 June 2014
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	To add Personator to your project, drag the component onto the Data Flow screen. This will snap the Personator Component into your workflow space.		To add Personator to your project, drag the component onto the Data Flow screen. This will snap the Personator Component into your workflow space.

	[[File:~~CZ_PS_Tutorial_Component~~.png\|link=]]		[[File:CZ_PR_Tutorial_Component.png\|link=]]


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

	[[File:~~CZ_PS_Tutorial_Source~~.png\|link=]]		[[File:CZ_PR_Tutorial_Source.png\|link=]]


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	Map the input fields.		Map the input fields.

	[[File:~~CZ_PS_Input~~.png\|link=]]		[[File:CZ_PR_Input.png\|link=]]


	==Choose Actions/Options==		==Choose Actions/Options==

	[[File:~~CZ_PS_Actions~~/Options.png\|link=]]		[[File:CZ_PR_Actions/Options.png\|link=]]

	===Personator Actions===		===Personator Actions===
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	Here you choose which columns to include with your output. Select which Output Group or Output Column Name to include and click Add Group(s), Add All or Add Column(s), depending on which you wish to add. Once added, the output list can be modified by either entering a new name for the column under Column Name or by clicking Delete Row(s), Delete All or Delete Column(s) to remove the selected columns from your output.		Here you choose which columns to include with your output. Select which Output Group or Output Column Name to include and click Add Group(s), Add All or Add Column(s), depending on which you wish to add. Once added, the output list can be modified by either entering a new name for the column under Column Name or by clicking Delete Row(s), Delete All or Delete Column(s) to remove the selected columns from your output.

	[[File:~~CZ_PS_Output~~.png\|link=]]		[[File:CZ_PR_Output.png\|link=]]


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	Click on “get fields”. You may choose which columns to pass through to the data file and which columns to filer out.		Click on “get fields”. You may choose which columns to pass through to the data file and which columns to filer out.

	[[File:~~CZ_PS_PassThrough~~.png\|link=]]		[[File:CZ_PR_PassThrough.png\|link=]]


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	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.

	[[File:~~CZ_PS_OutputFilter~~.png\|link=]]		[[File:CZ_PR_OutputFilter.png\|link=]]


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

	[[File:~~CZ_PS_Tutorial_Output~~.png\|link=]]		[[File:CZ_PR_Tutorial_Output.png\|link=]]


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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_PS_Tutorial_Save~~.png\|link=]]		[[File:CZ_PR_Tutorial_Save.png\|link=]]

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

2014-06-18T19:09:02Z

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;"|'''Personator Navigation'''
|-
| style="padding-right:220px;"|
|-
|[[Contact Zone:Personator|Overview]]
|-
|[[Contact Zone:Personator Tutorial|Tutorial]]
|-
|
{| class="mw-collapsible mw-collapsed" style="width:100%;"
|- align="left"
! style="color:black;"|[[Contact Zone:Personator:Component Settings|Component Settings]]
|-
|[[Contact Zone:Personator:Component Settings#Show Details|Show Details]]
|}
|-
|
{| class="mw-collapsible mw-collapsed" style="width:100%;"
|- align="left"
! style="color:black;"|Personator Tabs
|-
|[[Contact Zone:Personator:Input|Input]]
|-
|[[Contact Zone:Personator:Actions/Options|Actions/Options]]
|-
|[[Contact Zone:Personator:Output|Output]]
|-
|[[Contact Zone:Personator:Pass-Through|Pass-Through Columns]]
|-
|[[Contact Zone:Personator: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 Personator for Contact Zone.

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

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

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

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

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

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

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

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

==Map Fields==
===Input Tab===
Map the input fields.

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

==Choose Actions/Options==

[[File:CZ_PS_Actions/Options.png|link=]]

===Personator Actions===
Choose what actions you want Personator to perform. This table automatically pulls the data from the first input step connected to the component.

===Address Options===
Name, Address, Phone and Email Options can be set within the Advanced Options dialog box.

==Setup Output==
Here you choose which columns to include with your output. Select which Output Group or Output Column Name to include and click Add Group(s), Add All or Add Column(s), depending on which you wish to add. Once added, the output list can be modified by either entering a new name for the column under Column Name or by clicking Delete Row(s), Delete All or Delete Column(s) to remove the selected columns from your output.

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

==Pass-Through Columns==
Click on “get fields”. You may choose which columns to pass through to the data file and which columns to filer out.

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

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

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

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

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

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

[[File:CZ_PS_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 source through the Personator Component and pipe output source depending on the filtering options.

[[Category:Contact Zone]]