Admin: Created page with "{{PentahoCZSmartMoverNav |SmartMoverCollapse= }} {{CustomTOC}} The following fields set the necessary options to process a list of address records. [[File:PENT_SmartMover_P..."

2017-01-11T23:22:09Z

Created page with "{{PentahoCZSmartMoverNav |SmartMoverCollapse= }} {{CustomTOC}} The following fields set the necessary options to process a list of address records. [[File:PENT_SmartMover_P..."

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The following fields set the necessary options to process a list of address records.

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

==Processing Options==
;Country(s)
:Specify the country of addresses to be processed.

;Processing Type
:This setting controls the type of Processing that will be performed on the data.
;*Standard Processing
:Queries business, individual and family records. In other words, does not omit any move records from the query.

;*Business and Individual Moves
:Omits family records.

;*Business Moves Only
:Omits family and individual move records.

;*Individual Moves Only
:Omits business and family move records.

;*Residential Moves
:Omits business and return individual and family move records.

;Mailing Frequency
:This field accepts an integer value from 1 to 52. This is the number of times per year that the current mailing list is used for mailing. If you use it monthly, enter 12; for quarterly, use 4, etc.

;Months Requested
:This field accepts an integer value from 6 to 48. This is the number of months back that you want the Web service to search for a change of address.

==Summary Reports==
Check the box next to '''Summary Reports''' to enable their use.

;List Name
:This is the name that identifies the current list. It will be included in the reports that SmartMover returns after processing.

;Save NCOA Summary in File
:Specifying a file name will generate this report which will contain the PAF information you provided Melissa Data, identify the name of the processed list and summarize the Change-of-Address statistics.

;Save 3553 CASS Form in File
:Specifying a file name will generate this CASS Summary Report which returns all of the information from processing your list that would be required to fill out a CASS 3553 form.

;(Advanced Options) Override default Job ID
:Check this option if you want to override your existing job ID.

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

===Retrieve Reports===

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

;Job ID
:Specify the Job ID here.

;Save NCOA Summary in File
:Specify the file location to save the NCOA summary.

;Save 3553 CASS Form in File
:Specify the file location to save the 3553 CASS form.

;Append JobId to the Reports file name
:Check this option to append the Job ID to the Reports file name.

[[Category:Pentaho]]
[[Category:Contact Zone]]
[[Category:SmartMover Component]]

Pentaho/Contact Zone:SmartMover:Processing Options - Revision history

Admin: Created page with "{{PentahoCZSmartMoverNav |SmartMoverCollapse= }} {{CustomTOC}} The following fields set the necessary options to process a list of address records. [[File:PENT_SmartMover_P..."