Difference between revisions of "Unison:Address Object Tutorial"

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(Created page with "{{MelissaDQNav |IntroductionCollapse= }} {{CustomTOC}} The following steps will guide you in the basic usage of Address Object in MelissaDQ. ==Login== You must first enter...")
 
 
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{{UnisonNav
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The following steps will guide you in the basic usage of Address Object in MelissaDQ.
The following steps will guide you in the basic usage of an Address Cleansing task in Unison by Melissa.


==Login==
==Login==
You must first enter your login credentials at the login page.
You must first enter your login credentials at the login page.


[[File:.png|link=]]
[[File:UNI_Login.jpg|link=|300px]]




==New Project==
==New Project==
To start a new project, first click '''Projects''', then click '''New'''. Enter a name for your project here. This name can be changed later.
To start a new project, first click '''Projects''', then click the '''+''' next to '''Data Enrichment'''. Enter a name for your project here. This name can be changed later.


[[File:.png|link=]]
[[File:UNI_Sidebar_DataEnrichment_Highlight.jpg|link=|200px]]
 
[[File:UNI_Projects_StartNew.jpg|link=|400px]]




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Then select a source for your new project. In this instance I'll use a file as a source.
Then select a source for your new project. In this instance I'll use a file as a source.


[[File:.png|link=]]
[[File:UNI_Projects_Step2_AddInputFile.jpg|link=|800px]]


After clicking '''File''', navigate to your desired file to upload it.
After clicking '''File''', navigate to your desired file to upload it.
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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 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.


[[File:.png|link=]]
[[File:UNI_Projects_Step2_PreviewInput.jpg|link=|800px]]


Once you save your choices from the preview, you'll be sent to the '''Project Configuration''' screen.
Once you save your choices from the preview, you'll be sent to the '''Project Configuration''' screen.
[[File:UNI_Projects_DataEnrichment_ProjectConfiguration.jpg|link=|800px]]




==Select Service==
==Select Service==
Then select which service you want to use on your data. Here we'll use '''Address Object'''.
Then select which service you want to use on your data. Here we'll use '''Address Cleansing''' (US Only).


[[File:.png|link=]]
[[File:UNI_Projects_DataEnrichment_Tasks_List.jpg|link=|900px]]


 
==Address Cleansing==
==Address Object==
===Input Fields===
===Input Fields===
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.
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.


[[File:.png|link=]]
[[File:UNI_Projects_AddressUS_InputFields.jpg|link=|900px]]




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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.
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.


[[File:.png|link=]]
[[File:UNI_Projects_AddressUS_OutputFields.jpg|link=|900px]]




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.
If you click the '''Settings''' cog icon next to the output fields this will open the '''Address Task Settings''' dialog. Here you can set service-specific settings.


[[File:.png|link=]]
[[File:UNI_Projects_AddressUS_TaskSettings.jpg|link=|400px]]


Once you save your choices from the output fields, you'll be sent to the '''Project Configuration''' screen.
Once you save your choices from the output fields, you'll be sent back to the '''Project Configuration''' screen.
 
[[File:UNI_Projects_DataEnrichment_ProjectConfiguration.jpg|link=|900px]]




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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.
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.


[[File:.png|link=]]
[[File:UNI_Projects_DataEnrichment_OutputConfiguration.jpg|link=|900px]]


===Filter===
===Filter===
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.
To get specific data from your file you can use a filter by selecting one from the drop-down menu. 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.


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


===Output Fields===
===Output Fields===
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.
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.


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


==Run/Schedule Project==
==Run/Schedule Project==
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===Run Now===
===Run Now===
[[File:.png|link=]] - run button
[[File:UNI_Projects_DataEnrichment_Buttons_RunNow.jpg|link=|226px]]


If you click the '''Run Now''' button on the top right corner of the '''Project Configuration''' window, your project will begin processing immediately.
If you click the '''Run Now''' button on the top right corner of the '''Project Configuration''' window, your project will begin processing immediately.


===Schedule===
===Schedule===
[[File:.png|link=]] - schedule button
[[File:UNI_Projects_DataEnrichment_Buttons_Schedule.jpg|link=|160px]]


To schedule your project, click the '''Schedule''' button on the top right corner of the '''Project Configuration''' window.
To schedule your project, click the '''Schedule''' button on the top right corner of the '''Project Configuration''' window.


[[File:.png|link=]] - schedule window
[[File:UNI_Projects_DataEnrichment_ScheduleProjectExecution.jpg|link=|800px]]


In the '''Schedule Project Execution''' window, enter a description of your scheduled project, a frequency of execution, a start date, and a start time.
In the '''Schedule Project Execution''' window, enter a description of your scheduled project, a frequency of execution, a start date, and a start time.
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==Job Status==
==Job Status==
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.
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.
[[File:UNI_Sidebar_JobsStatus_Highlight.jpg|link=|200px]]
[[File:UNI_Jobs_Status.jpg|link=|900px]]


===Output Files===
===Output Files===
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.
When the job has completed, you can also view any output files generated. After clicking the job name you may view the output file by clicking either the view or download button.


[[File:.png|link=]] - view/download button
[[File:UNI_Jobs_Status_ViewOutput_Highlight.jpg|link=|900px]]




==Detailed Reports==
==Detailed Reports==
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.
A completed job will also have detailed reports. You can access these by clicking the '''View Detailed Reports''' button under '''Reports'''.
 
[[File:UNI_Jobs_Status_Button_Reports_Highlight.jpg|link=|450px]]
 


[[File:.png|link=]] - detailed reports
These reports 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.


[[File:UNI_Jobs_Status_Reports.jpg|link=|1000px]]




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

Latest revision as of 19:37, 15 March 2024

← Unison by Melissa

Unison by Melissa Navigation
Introduction
Installation Instructions
Software Update Instructions
Address Object Tutorial
Software Rollback Tutorial
LDAP Settings
Platform
Admin Vs Users
Dashboard
Projects
Jobs
Files
Logs
Administration
Services
US Address Verification
Global Address Verification
Email Verification
Matching
Name Parsing
Phone Verification
Profiler
Result Codes
Result Code Use
Unison by Melissa Result Codes



The following steps will guide you in the basic usage of an Address Cleansing task in Unison by Melissa.

Login

You must first enter your login credentials at the login page.

UNI Login.jpg


New Project

To start a new project, first click Projects, then click the + next to Data Enrichment. Enter a name for your project here. This name can be changed later.

UNI Sidebar DataEnrichment Highlight.jpg

UNI Projects StartNew.jpg


Add Source

Then select a source for your new project. In this instance I'll use a file as a source.

UNI Projects Step2 AddInputFile.jpg

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.

UNI Projects Step2 PreviewInput.jpg

Once you save your choices from the preview, you'll be sent to the Project Configuration screen.

UNI Projects DataEnrichment ProjectConfiguration.jpg


Select Service

Then select which service you want to use on your data. Here we'll use Address Cleansing (US Only).

UNI Projects DataEnrichment Tasks List.jpg

Address Cleansing

Input Fields

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.

UNI Projects AddressUS InputFields.jpg


Output Fields

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.

UNI Projects AddressUS OutputFields.jpg


If you click the Settings cog icon next to the output fields this will open the Address Task Settings dialog. Here you can set service-specific settings.

UNI Projects AddressUS TaskSettings.jpg

Once you save your choices from the output fields, you'll be sent back to the Project Configuration screen.

UNI Projects DataEnrichment ProjectConfiguration.jpg


Outputs

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.

UNI Projects DataEnrichment OutputConfiguration.jpg

Filter

To get specific data from your file you can use a filter by selecting one from the drop-down menu. 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.

MDQ Projects OutputFilter.png

Output Fields

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.

MDQ Projects OutputFields.png


Run/Schedule Project

The project is now ready to be run or scheduled.

Run Now

UNI Projects DataEnrichment Buttons RunNow.jpg

If you click the Run Now button on the top right corner of the Project Configuration window, your project will begin processing immediately.

Schedule

UNI Projects DataEnrichment Buttons Schedule.jpg

To schedule your project, click the Schedule button on the top right corner of the Project Configuration window.

UNI Projects DataEnrichment ScheduleProjectExecution.jpg

In the Schedule Project Execution window, enter a description of your scheduled project, a frequency of execution, a start date, and a start time.


Job Status

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.

UNI Sidebar JobsStatus Highlight.jpg

UNI Jobs Status.jpg

Output Files

When the job has completed, you can also view any output files generated. After clicking the job name you may view the output file by clicking either the view or download button.

UNI Jobs Status ViewOutput Highlight.jpg


Detailed Reports

A completed job will also have detailed reports. You can access these by clicking the View Detailed Reports button under Reports.

UNI Jobs Status Button Reports Highlight.jpg


These reports 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.

UNI Jobs Status Reports.jpg