Contact Zone:SmartMover Tutorial - Revision history

Admin at 20:27, 5 January 2017

2017-01-05T20:27:38Z

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	~~[[Contact Zone:Reference\|← Contact Zone Reference]]~~		{{ContactZoneSmartMoverNav}}

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	~~! style="color:black;"\|SmartMover Tabs~~
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	~~\|[[Contact Zone:SmartMover:Processing Options\|Processing Options]]~~
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Admin at 19:20, 17 October 2014

2014-10-17T19:20:56Z

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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_SM_PassThrough.png\|link=]]		[[File:CZ_SM_PassThrough.png\|link=]]

Admin at 00:52, 13 August 2014

2014-08-13T00:52:26Z

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

Admin at 21:38, 26 June 2014

2014-06-26T21:38:23Z

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

2014-06-18T22:22:17Z

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;"|'''SmartMover Navigation'''
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| style="padding-right:220px;"|
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|[[Contact Zone:SmartMover|Overview]]
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|[[Contact Zone:SmartMover Tutorial|Tutorial]]
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{| class="mw-collapsible mw-collapsed" style="width:100%;"
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! style="color:black;"|[[Contact Zone:SmartMover:Component Settings|Component Settings]]
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|[[Contact Zone:SmartMover: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;"|SmartMover Tabs
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|[[Contact Zone:SmartMover:Input|Input Columns]]
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|[[Contact Zone:SmartMover:Output|Output Columns]]
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|[[Contact Zone:SmartMover:Processing Options|Processing Options]]
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|[[Contact Zone:SmartMover:Pass-Through|Pass-Through Columns]]
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|[[Contact Zone:SmartMover:Output Filter|Output Filter]]
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{| class="mw-collapsible mw-collapsed" style="width:100%;"
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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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The following steps will guide you in the basic usage of SmartMover for Contact Zone.

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

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

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

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

[[File:CZ_SM_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 SmartMover Component by dragging the arrow from your data flow source to the SmartMover Component.

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

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

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

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

===Output Columns Tab===
Map the output fields. You can map outputs to existing fields or create new ones.

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

===Processing Options Tab===
;Processing Options
:Click on processing type dropdown to select the options. The Mailing Frequency accepts an integer value from 1 to 52. The Months Requested accepts an integer value from 6 to 48.

;Summary Reports
:To enable this option select the checkbox. You can save NCOA and 3553 CASS forms. You can also specify a unique Job ID.

If you want to retrieve previous reports, click on “Use a Job ID to retrieve past Reports.”

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

===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.

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

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

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

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

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

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

[[File:CZ_SM_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 SmartMover Component and pipe output source depending on the filtering options.

[[Category:Contact Zone]]