Unison:Projects: Difference between revisions

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The MelissaDQ Projects menu has the option to create a '''New''' project or view your already created projects under '''My Projects'''.
The Unison by Melissa Projects menu has the option to create a '''Data Enrichment''' project or view existing '''Data Enrichment''' projects.


[[File:MDQ_Projects_Menu.png|link=]]
[[File:UNI_Projects_Menu.jpg|link=|250px]]




==New==
==Creating New Projects==
[[File:MDQ_Projects_.png|link=]]
 
This section will start the guide for setting up a new project. The steps followed are:
This section will start the guide for setting up a new project. The steps followed are:


*[[#Project Configuration|Project Configuration]]
*[[#Project Configuration|Project Configuration]]
*[[#Source|Source]]
*[[#Inputs|Inputs]]
*[[#Services|Services]]
*[[#Services|Services]]
*[[#Output Configuration|Output Configuration]]
*[[#Outputs|Outputs]]
 
 
<h3 class="productfield">Start A New Data Enrichment Project</h3>
Clicking the '''+''' next to Data Enrichment will trigger a '''Start A New Project'''.


[[File:UNI_Projects_Menu.jpg|link=|250px]]


===Start A New Project===
The '''Start A New Project''' guide will help you set up your project with a name and select a source.


<h3 class="productfield">Name Your Project</h3>
Give your project a name and click '''Begin'''. This will then go to the [[#Input Sources|Input Sources]] step.


====Name Your Project====
[[File:MDQ_Projects_NameProject.png|link=]]
[[File:MDQ_Projects_NameProject.png|link=]]


Give your project a name and click '''Next'''. This will then go to the [[#Select a source|Select a source]] step.


==Data Enrichment Projects==
If '''Data Enrichment''' is clicked, it will direct you to the Data Enrichment page. This section displays your already created projects, listing their name, date created, date updated and date last executed. You can search through your projects by using the text fields under each heading and sort them with the arrows next to each heading.


==My Projects==
[[File:UNI_Projects_DataEnrichment.jpg|link=|900px]]
[[File:MDQ_Projects_MyProjects.png|link=]]


This section displays your already created projects, listing their name, date created, date updated, and date last executed. You can search through your projects by using the text fields under each heading and sort them with the arrows next to each heading.
On the right side, there are icons that will allow you to:
*View Project Configuration
*Duplicate your project
*Preview project
*Re-run project
*Review Project


If you click on a project name, it will take you to the [[#Project Configuration|Project Configuration]] section.


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


If you mouse-over a project name a context menu will slide out, allowing you to:
==Project Configuration==
*Rename your project
The project configuration screen contains the following sections:
*[[Schedule Project Execution|Schedule your project]]
*Delete your project


If you click on a project name, it will take you to the [[#Project Configuration|Project Configuration]] section.
*[[#Inputs|Inputs]]
*[[#Outputs|Outputs]]
*[[#Tasks|Tasks]]
*[[#Schedule Project Execution|Schedule Project Execution]]
*[[#Run Now|Run Now]]




==Project Configuration==
==Inputs==
==Inputs==
This section displays your inputs. If you do not have any, you will be prompted to '''Add an Input'''.
This section displays your inputs. If you do not have any, you will be prompted to '''Add an Input'''.




===Select a source===
<h3 class="productfield">Select a source</h3>
[[File:MDQ_Projects_SourceSelect.png|link=]]
:Select a source for your project. This can be either a file or a table.
 
:Once you select a source, you will be sent to the [[#Input File Preview|Input File Preview]].


Select a source for your project. This can be either a file or a table.
:[[File:UNI_Projects_DataEnrichment_InputSources_File.jpg|link=|900px]]


Once you select a source, you will be sent to the [[#Input File Preview|Input File Preview]].


<h3 class="productfield">Input File Preview</h3>
:This section lets you control your input file settings. You can choose the delimiter and enclosure, select which fields to include and preview the results. When you are done previewing your input file, click '''Save'''.


===Input File Preview===
:[[File:MDQ_Projects_InputFilePreview.png|link=]]
[[File:MDQ_Projects_InputFilePreview.png|link=]]


This section lets you control your input file settings. You can choose the delimiter and enclosure, select which fields to include, and preview the results. When you are done previewing your input file, click '''Save'''.
:[[File:MDQ_Projects_CreateVirtualField.png|link=]]




==Services==
==Services==
[[File:MDQ_Projects_Services.png|link=]]
While configuring the project, you select the service(s) you want to use. For more details on a specific service, see the links below.


While configuring the project, you select the service(s) you want to use. For more details on a specific service, see the links below.
*[[Unison:Address Object|Address Object]]
*[[Unison:Email Object|Email Object]]
*[[Unison:Name Object|Name Object]]
*[[Unison:Phone Object|Phone Object]]


*[[MelissaDQ:Address Object|Address Object]]
[[File:MDQ_Projects_Services.png|link=]]
*[[MelissaDQ:Email Object|Email Object]]
*[[MelissaDQ:Name Object|Name Object]]
*[[MelissaDQ:Phone Object|Phone Object]]




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


===Write to File===
 
==Write to File==
Write your output to a file.
Write your output to a file.


====File Settings====
 
;Filename
==File Settings==
<h3 class="productfield">Filename</h3>
:Select a filename for your output file.
:Select a filename for your output file.


;Enclosure
 
<h3 class="productfield">Enclosure</h3>
:Select the enclosure to use in the output file.
:Select the enclosure to use in the output file.


;Delimiter
 
<h3 class="productfield">Delimiter</h3>
:Select the delimiter to use in the output file.
:Select the delimiter to use in the output file.


;Compression
 
<h3 class="productfield">Compression</h3>
:Select the compression to use on the output file.
:Select the compression to use on the output file.


====Filter====
 
;Filters
==Filter==
<h3 class="productfield">Filters</h3>
:Select a pre-built filter for the output. Once you select a filter, you may edit the filter string.
:Select a pre-built filter for the output. Once you select a filter, you may edit the filter string.


;Filter String (edit as needed)
 
<h3 class="productfield">Filter String (edit as needed)</h3>
:The filter string generated by the selected filter. You may edit this for more control.
:The filter string generated by the selected filter. You may edit this for more control.




===Write to Table===
==Write to Table==
Write your output to a table. To do so, you must select a connection under '''Connection Settings'''. If there are no connections, create a new connection.
Write your output to a table. To do so, you must select a connection under '''Connection Settings'''. If there are no connections, create a new connection.


===Create a New Connection===


;Name
==Create a New Connection==
<h3 class="productfield">Name</h3>
:Name the connection.
:Name the connection.


;Vendor
 
<h3 class="productfield">Vendor</h3>
:Select a vendor for your connection.
:Select a vendor for your connection.


;Host
 
<h3 class="productfield">Host</h3>
:Enter a host IP.
:Enter a host IP.


;Port
 
<h3 class="productfield">Port</h3>
:Enter a port for your host.
:Enter a port for your host.


;Database
 
<h3 class="productfield">Database</h3>
:Enter the name of your database.
:Enter the name of your database.


;Username
 
<h3 class="productfield">Username</h3>
:Enter the username.
:Enter the username.


;Password
 
<h3 class="productfield">Password</h3>
:Enter the password.
:Enter the password.




===Output Fields===
==Output Fields==
Select which fields and what order you want them to output. Click the trashcan icon to remove a field, and drag-and-drop to reorder the fields.
 
[[File:MDQ_Projects_OutputFields.png|link=]]
[[File:MDQ_Projects_OutputFields.png|link=]]
Select which fields and what order you want them to output. Click the trashcan icon to remove a field, and drag-and-drop to reorder the fields.




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You can choose to schedule your project to run on a specified date, time, and frequency.
You can choose to schedule your project to run on a specified date, time, and frequency.


;Description
 
<h3 class="productfield">Description</h3>
:Enter a description of your scheduled project execution.
:Enter a description of your scheduled project execution.


;Frequency
 
<h3 class="productfield">Frequency</h3>
:Set a frequency for your scheduled project execution.
:Set a frequency for your scheduled project execution.


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[[Category:MelissaDQ]]
[[Category:Unison by Melissa]]

Latest revision as of 23:42, 11 March 2024

← Unison by Melissa

Unison by Melissa Navigation
Introduction
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The Unison by Melissa Projects menu has the option to create a Data Enrichment project or view existing Data Enrichment projects.


Creating New Projects

This section will start the guide for setting up a new project. The steps followed are:


Start A New Data Enrichment Project

Clicking the + next to Data Enrichment will trigger a Start A New Project.


Name Your Project

Give your project a name and click Begin. This will then go to the Input Sources step.


Data Enrichment Projects

If Data Enrichment is clicked, it will direct you to the Data Enrichment page. This section displays your already created projects, listing their name, date created, date updated and date last executed. You can search through your projects by using the text fields under each heading and sort them with the arrows next to each heading.

On the right side, there are icons that will allow you to:

  • View Project Configuration
  • Duplicate your project
  • Preview project
  • Re-run project
  • Review Project

If you click on a project name, it will take you to the Project Configuration section.


Project Configuration

The project configuration screen contains the following sections:


Inputs

This section displays your inputs. If you do not have any, you will be prompted to Add an Input.


Select a source

Select a source for your project. This can be either a file or a table.
Once you select a source, you will be sent to the Input File Preview.


Input File Preview

This section lets you control your input file settings. You can choose the delimiter and enclosure, select which fields to include and preview the results. When you are done previewing your input file, click Save.


Services

While configuring the project, you select the service(s) you want to use. For more details on a specific service, see the links below.


Outputs

Select what kind of output you want.


Write to File

Write your output to a file.


File Settings

Filename

Select a filename for your output file.


Enclosure

Select the enclosure to use in the output file.


Delimiter

Select the delimiter to use in the output file.


Compression

Select the compression to use on the output file.


Filter

Filters

Select a pre-built filter for the output. Once you select a filter, you may edit the filter string.


Filter String (edit as needed)

The filter string generated by the selected filter. You may edit this for more control.


Write to Table

Write your output to a table. To do so, you must select a connection under Connection Settings. If there are no connections, create a new connection.


Create a New Connection

Name

Name the connection.


Vendor

Select a vendor for your connection.


Host

Enter a host IP.


Port

Enter a port for your host.


Database

Enter the name of your database.


Username

Enter the username.


Password

Enter the password.


Output Fields

Select which fields and what order you want them to output. Click the trashcan icon to remove a field, and drag-and-drop to reorder the fields.


Schedule Project Execution

You can choose to schedule your project to run on a specified date, time, and frequency.


Description

Enter a description of your scheduled project execution.


Frequency

Set a frequency for your scheduled project execution.


Run Now

Run your project now.