Difference between revisions of "Unison:Address Object Tutorial"
m (Admin moved page MelissaDQ:Address Object Tutorial to Unison:Address Object Tutorial without leaving a redirect)
Revision as of 23:10, 10 April 2018
The following steps will guide you in the basic usage of Address Object in MelissaDQ.
You must first enter your login credentials at the login page.
To start a new project, first click Projects, then click New. Enter a name for your project here. This name can be changed later.
Then select a source for your new project. In this instance I'll use a file as a source.
After clicking File, navigate to your desired file to upload it.
Input File Preview
Once the file is uploaded, the Input File Preview window will open. Here you can preview how your file will be used. You can change the delimiter, enclosure, select if your file includes a header row, and specify which fields to use.
Once you save your choices from the preview, you'll be sent to the Project Configuration screen.
Then select which service you want to use on your data. Here we'll use Address Object.
Select which fields to use as input and how they map. Clicking on a field will open a drop-down menu with a list of available fields from your input file.
You can also control your output fields. Clicking the rollout arrow will show the default output fields. Here you can choose which fields to output, and optionally rename the fields.
If you click the Settings icon next to the output fields this will open the Service Settings dialog. Here you can set service-specific settings.
Once you save your choices from the output fields, you'll be sent to the Project Configuration screen.
Now click Add an Output to select your Outputs. Here you can choose to write to file or to table. Here we'll write to a file. Enter a file name and then select your enclosure and delimiter. You can also choose your compression method, to append a timestamp, or include the header.
To get specific data from your file you can use a filter. This will filter your resulting data, using the result codes of the records to limit your results. For example, selecting the Full Address Matches (USPS) filter shows that any records with an AS01 result code will be output.
Clicking the rollout arrow next to Output Fields will show the default output fields and their order. You can delete unwanted fields from your output by clicking the trashcan icon next to each field. You can also re-order your fields by drag and drop.
The project is now ready to be run or scheduled.
If you click the Run Now button on the top right corner of the Project Configuration window, your project will begin processing immediately.
To schedule your project, click the Schedule button on the top right corner of the Project Configuration window.
In the Schedule Project Execution window, enter a description of your scheduled project, a frequency of execution, a start date, and a start time.
Once a job has started, you can check the job status to view it's state, number of rows processed, time elapsed, date started, and date completed.
When the job has completed, you can also view any output files generated. You can either view it by clicking the view button or download it by clicking the download button.
A completed job will also have detailed reports. These will depend on which service you use and display generated result codes. These codes will detail the overall status of your project, changes made to the data, and any errors encountered.