Difference between revisions of "Contact Zone:Personator Tutorial"
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Double click the Personator Component to bring up the interface. | Double click the Personator Component to bring up the interface. | ||
===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=== | |||
= | [[File:CZ_PR_ActionsOptions.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=== | |||
== | |||
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 filter out. | ||
Click on “get fields”. You may choose which columns to pass through to the data file and which columns to | |||
[[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. | ||
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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: | [[File:CZ_Tutorial_Save.png|link=]] | ||
Latest revision as of 20:18, 5 January 2017
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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
Set up the Personator Component Settings. See 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.
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.
Configure Component
Double click the Personator Component to bring up the interface.
Input Tab
Map the input fields.
Actions/Options Tab
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.
Output Tab
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.
Pass-Through Columns Tab
Click on “get fields”. You may choose which columns to pass through to the data file and which columns to filter out.
Output Filter Tab
You can specify the filter from the drop down or you can also create your own custom filter.
Connect Output
Add data destinations for the downstream output. Connect the respective output filter pin to the output destination.
Save Settings
Click File and select Save as to save the project.
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.