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Paribus Discovery for Saleslogix User Guide

1. Match SalesLogix Account Address Postalcode With SalesLogix Account Address Postalcode Match Type 90 60 100 Ignore this Match Condition if the values are blank Null or do not exist will permit a match e mm Figure 18 Session Match Set Condition Settings Dialog e Match Type Denotes the match type operation for this Match Condition e Threshold Denotes the match score threshold this Match Condition must reach for this Condition to be met e Ignore Nulls If checked this option denotes that if a Match Conditions value is NULL blank that it will still pass the conditional check Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 32 Identifying Matching Data in Saleslogix Use this option if your data is not always complete and you wish to include items that may otherwise not fulfil the criteria Matching Process The Matching Process Tab denotes which Paribus Match Process should be used when matching your Saleslogix Account and Contact names Match Method Match Conditions F Processing Options r Perform the following Matching Process to the above Data Sets e Standard Matching Recommended Perform a standard matching process across the data to identify matches based upon common similarities C Extended Matching Perform an extensive matching process using sophisicate
2. cccecceseeeeeeeeeeeeeeeeeteneeeetes 84 2 Use Match Endong dees eget nites cae ees eee eect Een 84 3 If no Match Conditions are used increase Match Set Threshold A 85 Use of Extended Matching caasas ee ae annie eet ae bee i ada ee ens 85 Use Log Unmatched Records with Care AA 85 Use Native OLEDB Drivers in Data Providers 85 Select Data Set fields and joins With care eee ceceeeeeeeeeeeeeeeteaeeeeeeeceaeeeeaeeteaeeseaeeseaeeseaeeseaeeseaeeseaeeeeaterias 85 Index the underlying data tables eccceseceeeeseeeeeeeseeeeeeeeeeenesaneeeeseeeeecaaeeeessaaeeeseseeseseseeeeeseeeeeesensenensees 85 Set Paribus Match Dictionary rules Carefully ecceeececeeeeeeeeeseneeeeeeeceaeeeeaeeteaeeseaeeseaeeseaeeseaeeseaeeseaeeeeaeenias 86 Paribus Discovery Troubleshooting cccccccsseeeseeeeeeeeeeeeeeeeeeeeeeeeeeeeeaeeeeeeeeeeeeeeeenneees 87 Unable to Connect to my Paribus Control Database tesenn nnrrnnnnntnn nenten nenene 87 don t get any Matches when I run my Match Session ussssesssssrssserrsssrresrirrssrirnsstinnnstnnnssrennnnt 87 Paribus Discovery Technical Support and Troubleshooting ssssseseeeeeeeeeeeeeeees 88 EE EE 88 WPOUBIESMOOTING DEET 88 Verleeg ageet ees ele Ee AER 88 Product Information EE 88 Fault Reporting ees eee Lt a Ld Lt ied dt il oe 88 Upgrades and Service Releases neeeneesseesseeeesseesrtnnttntttnntnntnnetn nern netnnstnnstnnnennnennnsennsenannns 88 Par
3. Data Source Type Microsoft SQL Server e Server Data Source MYSERVER l OLEDE Database Name SalesLogix Connection Timeout 1200 Seconds r Authentication C Use Windows NT Security Trusted Connection Specify User Name and Password User Name sysdba eens Password lV Save Password OK Cancel Help Figure 2 Configure Data Provider Dialog This dialog provides the means of defining the connection to your Saleslogix database based upon either a Microsoft SQL Server connection or Oracle connection e Give your Data Provider a meaningful name we recommend denoting Saleslogix in the name is advisable for future reference e Select the Configure Connection button to begin defining the connection to your Saleslogix database Based upon the database technology that is hosting your Saleslogix database select from one of the following Saleslogix Running on Microsoft SQL Server If your Saleslogix database is running on Microsoft SQL Server continue on within this section If your Saleslogix database is running on Oracle turn to page 18 4 From the Data Link Properties dialog Provider tab select the Microsoft OLE DB Provider for SQL Server provider Important Warning Do not select the Saleslogix OLE DB Provider as it is not necessary for Paribus to access the data using this provider Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate
4. View Help Plugins gt Paribus for InaPlex Data Importation iN Paribus for Saleslogix Accounts Contact Cleansing Export Paribus Match Results ESTA EE Paribus for Saleslogix Lead Cleansing Settings Paribus for Scribe Data Importation Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 42 Processing Duplicate Saleslogix Records Paribus Discovery for Saleslogix Plug in Saleslogix Database Login On selecting the Paribus for Saleslogix Account Contact Cleansing menu option this will present the Paribus Discovery for Saleslogix login dialog O Paribus Discovery for Saleslogix Login PariDUS Discovery tor saleslogi saleslog x Saleslogix Login Connection Type C My Saleslogix Databases SalesLogix Server X Database Host Only Read Write Password Server Port 1706 Username admin Password sw ftpage Cancel EE Figure 23 Paribus Discovery for Saleslogix Plugin Login Dialog e The option buttons at the top enable you to select the connection type you wish to use when connecting to your Saleslogix database My Saleslogix Databases provides a list of your predefined connections Specify Connection enables you to specify the connection details you wish to use e The Saleslogix Server list provides a list of Saleslogix Servers that were automatically located o
5. ParibuS Discovery for Saleslogix Version 1 5 Paribus Discovery for Saleslogix User Guide Document Version 1 3 Release Date July 2014 sw ftpage Microsoft Partner QGate Software Limited D2 Fareham Heights Standard Way Fareham Hampshire PO16 8XT United Kingdom Tel 44 0 1329 222800 info QGate co uk www QGate co uk QGate Software Limited All rights reserved Notices Copyright Information This document and all subject matter outlined within this document remain the copyright of QGate Software Limited It may not be reproduced in part or whole or any manner digitised transcribed translated or mass distributed without written permission from QGate Software Limited 2014 Copyright QGate Software Limited Trademarks Paribus is a trademark of QGate Software Limited Paribus Discovery is a trademark of QGate Software Limited QMatch is a trademark of QGate Software Limited Saleslogix is a trademark of Swiftpage Act LLC Microsoft is a registered trademark of Microsoft Corporation All rights reserved Disclaimer Although every effort has been made to ensure the processing performed by this software product will not damage or corrupt your data we strongly recommend you perform the following actions to safeguard against such eventualities In the unlikely event that data becomes lost or corrupted QGate Software Limited cannot be held responsible Recommended Safegua
6. Accounts Contacts may have changed since the last run of this cleansing sesssion we strongly recommend using this option Process Duplicates lt lt Back Figure 45 Process Duplicate Saleslogix Accounts Contacts Step 4 of 5 The final step provides the ability to begin the duplicate cleansing process This screen provides information of the process as it progresses through the match results of your Paribus Match Session Audit Cleansing Process This option denotes you wish to generate the Audit Report containing details of all the databases changes they are applied to your Saleslogix database The default and recommended setting for this is enabled checked Note 1 We highly recommend generating the Audit Report as it provides very useful information to the changes that are applied and provides an audit trail of the Account and Contact consolidations Note 2 If you are running the Paribus Discovery for Saleslogix Plug in on a Saleslogix version 5 database the Paribus Auditor responsible for the auditing the cleansing process will present a dialog requesting database login information to your Saleslogix database Please provide suitable logon credentials e g SYSDBA The Paribus Auditor currently only supports Microsoft SQL Server This dialog will not appear when running on a Saleslogix version 6 or above database Process Previously Processed Items This option denotes you wish to process items Sa
7. Add S 1 Remove Edit OGate Software Limited MYSERVER Paribus Full Figure 12 Paribus Licence Manager Adding Your Paribus Discovery for Saleslogix Component Licence e To add your Paribus Discovery for Saleslogix licence open the Paribus Licence Manager and select the Plug in Licences tab e New licences are added by clicking the Add button A standard file selection dialog is displayed from where the required Paribus Plug in Licence ppl can be selected e Select the licence file Paribus Discovery for Saleslogix ppl e Having successfully added your Paribus Plug in licence this will then be listed in the Licence Manager list Step 7 Enabling the Paribus Discovery for Saleslogix Plug in The final step is to enable the Paribus Discovery for Saleslogix Component Plug in for use during the Paribus Match Review process This feature provides direct integration between Paribus and Saleslogix when reviewing the duplicate Accounts Contacts identified by Paribus To enable this feature select Settings from the main Paribus application Tools menu This action will display the Applications Settings dialog Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 25 Setting up Paribus Discovery for Saleslogix Application Settings a xi Control Database Settings Plugin Support m Match Session Review Group Options Plugin Paribus for Sal
8. Copyright QGate Software Limited All rights reserved 80 Auditing Your Duplicate Saleslogix Results Go to Related Account Contact When viewing the Paribus Audit Go to Related Account Results of an Account or view List Contact you may switch round Recent Records D to the related Account or Contact by right mouse clicking the audit item and selecting Go to Related Account Contact option This action will switch the current Account Contact to the related one Contact Account Double clicking the item will also perform this action Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 81 Auditing Your Duplicate Saleslogix Results Using the Paribus Discovery for Saleslogix Data Repository If you have opted to record any unmerged 1 to 1 data into the Paribus Discovery for Saleslogix Data Repository then here is how you can access that information The Paribus Discovery for Saleslogix Data Repository can be viewed for any given Account or Contact using the Paribus Merge Data data view tab supplied in the Paribus Discovery for Saleslogix bundle If this tab does not appear in your Saleslogix Sales Client application contact your Saleslogix systems administrator Paribus Data Repository in the Saleslogix LAN Client Note This feature is only available for Saleslogix Version 6 or above On selecting an item in the Paribus
9. The option to Record Unmerged Data provides the ability to record any 1 to 1 data item from the duplicate record s that could not be merged into the master record into the Paribus Data Repository The Paribus Data Repository is a data store linked to Saleslogix Accounts and Contacts which records any 1 to 1 duplicate data into a 1 to many related Account or Contact record A practical example of how the Data Repository might be as follows Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 67 Processing Duplicate Saleslogix Records Say the master Account has a web site e g www QGate co uk however one or other of the duplicates also has a different web site e g www QGate com As the master Account already has a website along with the duplicate however each value different using the Record Unmerged Data option will record the duplicate website into the Paribus Data Repository For more information on using the Paribus Data Repository see page 82 Delete Duplicate Records After Merging The option to Delete Duplicate Records After Merging denotes that Paribus will delete any duplicate data in this table relationship during the final cleansing and duplicate removal process Note The deletion of duplicate data does not occur until your Cleansing Session Processing Rules are set to Delete Duplicate Account Contact see Paribus Discover
10. the Paribus Match Session match results that were applied the Paribus Session Code and whether duplicate records were kept or removed To view an item of history select the item and click the View History Item button Double clicking the item in the list will also view the item To delete an item of history select the item and click the Delete History Item button Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 58 Processing Duplicate Saleslogix Records If you wish to view a list of all cleansing history for Accounts or Contacts depending upon the type of Cleansing Session you are editing check the Show history for all Account Sessions checkbox Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 59 Processing Duplicate Saleslogix Records Remote Systems Tab The Remote Systems Tab contains a list remote Saleslogix systems remote users and remote offices that synchronise with the main host database The remote systems listed display the name of the remote system user or office and the date of their last synchronisation The Paribus Discovery for Saleslogix component checks each synchronisation date with the last run date of the Cleansing Session to determine which systems have received the changes made by this Session Items listed in red denote systems that
11. About Paribus Discovery for Saleslogix Paribus Discovery for Saleslogix is an extension of the main Paribus Discovery application providing custom integration with the CRM database application Saleslogix Contained within the main Paribus Discovery application the Saleslogix integration provides direct access to your Saleslogix database for the processing of duplicate Saleslogix Accounts and Contacts identified by a Paribus Discovery matching process This integration includes Pre defined Set of Paribus Match Definitions Paribus Discovery Match Definitions are used in the Paribus Discovery matching processes to identify matching information i e duplicate Accounts Contacts A pre defined set of Paribus Match Definitions mapping to all the major data entities of a Saleslogix database model are provided with the Paribus Discovery for Saleslogix integration These entities include e Accounts e Contacts e Addresses e Telephone Numbers e Websites and email Addresses e Regions Industries Divisions Territories Furthermore the Paribus application provides the ability to customise and or add additional definitions as required Custom Component Plug in for Reviewing Matches Once Paribus has identified matching information e g duplicate Accounts and or Contacts within your Saleslogix database the Paribus Match Review process enables you to view and manage the matches duplicates found Whilst reviewing the mat
12. Contact data based upon matches you have identified within your Paribus Match Sessions This cleaning process is defined and managed through a definition known as a Cleansing Session Cleansing Sessions define all the aspects of a cleansing and de duplication process The Contact Cleansing Tab provides the means to create modify delete and run Paribus Cleansing Sessions against your Saleslogix Contact records As part of the standard Paribus Discovery for Saleslogix installation bundle a sample Contact Cleansing Session is provided and is mapped by default to the Paribus for Saleslogix Sample Contact Match Session Match Reports Account Cleansing f Contact Cleansing H Lead Cleansing amp Saleslogix Contact Cleansing Contact Cleansing Sessions Paribus Cleansing Sessions provide the ability to de dupe cleanse and merge your Saleslogix Contacts Cleansing Session Name Paribus Match Session LastRun JL Runs 3 Sample Contact Cleanup Sample SalesLogix Contact Match Step 2 Never 0 Contact Merge Rules Add Session Edit Session Run Session Figure 31 Paribus Discovery for Saleslogix Plugin Contact Cleansing Tab e The main section of the tab details a list of existing Cleansing Sessions e The Contact Merge Rules button provides access to editing the Contact Merge Rules for Contact Cleansing see page 61 e The Add Session button enables you to create a new Cleansing Session
13. Data Set Match Value The value s that will be used to match data from this Data Set Match Description The description is the value that will appear in the Match Review process Info Columns Additional columns of data used to provide information only data To see more records change the value in the Records field and click the Reload button Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 24 Setting up Paribus Discovery for Saleslogix Step 6 Installing Your Paribus Discovery for Saleslogix Component Licence To use the Paribus Discovery for Saleslogix Component Plug in requires a Plug in licence to be installed Licences are issued at the time of purchased and can be obtained from your Paribus Software Supplier or Saleslogix Business Partner Running with a Paribus Evaluation Licence If your installation of the main Paribus product is running on an evaluation licence and or you do not have a licence for the Paribus Discovery for Saleslogix Component the Paribus Discovery for Saleslogix Component will only provide limited functionality Paribus Licence Manager The Paribus Licence Manager is used to add edit and delete licences and can be accessed via the Paribus main menu File gt Licence Manager BR Paribus Licence Manager x Server Licences Plugin Licences Donee Name n SeiverName Product Type Licence Type Users
14. Merge Data grid and clicking Edit from the right click menu This action will display the following dialog within Saleslogix Paribus FOR SALESLOGIX Paribus Merge Repository The Paribus Merge Repository contains data items from other SalesLogix Accounts Contacts that were merged by Paribus Use this screen to switch Repository duplicate data items with their master counter part value Paribus Session Details Session Name Paribus Account Data Match Session Session Code SLXACCSAMPLE ud Paribus Repository Data Item Related Entity Duplicate Eighth Millennium Database Table ACCOUNT Deposit Date 01 11 2007 19 47 48 Database Column vEsanoRESS Last Switch Date 26 03 2008 20 52 23 Database Values Repository Duplicate Value ss Master Value ag www abbott com Pe www Master Com Figure 47 Paribus Merge Data Information View From this dialog is displayed the details of the Merge Data item including Item Description Database Table The database table that originally contained the duplicate value Database Column The database column that originally contained the duplicate Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 82 Auditing Your Duplicate Saleslogix Results value Database Value The duplicate value along side the existing master value Related Entity The n
15. Saleslogix Accounts or Contacts s ssssenssseneeeernest tr rnst tn tnne tn nnnenn nennen nennen 71 Important Ge UI 71 Cleansing Duplicate Accounts or Contacts c cceecceeeeeeeeeeeeeeeeseaeeseaeeceaeeseaeeteaeeseaeeceaeeseaeeseaeeeeaeeseaeeesanenias 71 Update Unmatched Accounts 76 Unmatched tee 76 Paribus Match Geseit ae asin det dt e ec Aenea ite hints ae i a etl 77 Update all unmatched Saleslogix Accounts ceccceeseeeeeeeeeneeeeneeeeeeeeeseeeeaeeeeaeeseaeeeeaeeseaeeseeeeeeeseeesenneeeaees 77 Auditing Your Duplicate Saleslogix Results ccccscesseeeeeeeeeeeeeeeenneeeeeeeeeeeeeeeeeeeeeeeeees 79 Identifying Duplicate Contacts from an Account De Duplication Process 79 Querying Paribus Audit Hesults nenntu nnn nnn nenn 79 Paribus Audit Data for Queries noses redisen as naeia ies nang dE aa daa a eito EE 79 Viewing Paribys Audit RESUItS ccccceecceceesseceeeeneeceeeeneeceeeeneeceeeeaeceeesaeeeeesneeaeeesnseaeesenseaeeeenaaes 80 Go to Related Account GOntact aezcc ees ete aen geed cee tie hemes de NES 81 Using the Paribus Discovery for Saleslogix Data Repository cccccceceeeeeeeeeeeeeeseeeeeenaeeteneeeeaees 82 Paribus Data Repository in the Saleslogix LAN Cent 82 Paribus Data Repository in the Saleslogix Web Client 83 Appendix A Achieving Effective and Efficient Matching eececeesssseeeeeeeeeneees 84 1 Use Multiple Match Process Passes for Best Results with Saleslogix
16. Software Limited All rights reserved 16 Setting up Paribus Discovery for Saleslogix E Data Link Properties x Provider Connection Advanced All Select the data you want to connect to OLE DB Provider s SalesLogix OLE DB Provider Microsoft ISAM 1 1 OLE DB Provider Microsoft Jet 3 51 OLE DB Provider Microsoft Jet 4 0 OLE DB Provider Microsoft OLE DB Provider for DTS Packages Microsoft OLE DB Provider for Indexing Service Microsoft OLE DB Provider for Internet Publishing Microsoft OLE DB Provider for ODBC Drivers Microsoft OLE DB Provider for OLAP Services Microsoft OLE DB Provider for Olap Services 8 0 Microsoft OLE DB Provider for Oracle Microsoft OLE DB Provider for Microsoft OLE DB Simple Provider MSDataShape OLE DB Provider for Microsoft Directory Services SQL Server Replication OLE DB Provider for DTS Next gt gt Cancel Help Figure 3 Data Link Properties Dialog Provider Tab 5 Once you have selected the provider click Next gt gt E3 Data Link Properties E Provider Connection Advanced All Specify the following to connect to SOL Server data 1 Select or enter a server name Refresh 2 Enter information to log on to the server C Use Windows NT Integrated security Use a specific user name and password User name sysdba prere Password I Blank password V Allow saving password 3 Select the database on the server Sal
17. This section outlines the elements required to set up and use the Paribus Discovery for Saleslogix Component Plug in with your installation of Saleslogix Client Workstation e Installation of the main Paribus Discovery Application see the Paribus Discovery Getting Started Guide e Saleslogix Client installation including e Saleslogix Sales Client optionally required during the Match Review process e Saleslogix Administration module required for applying the Paribus Discovery for Saleslogix Bundle e Saleslogix OLE DB Provider Saleslogix version 6 and 7 only Paribus Discovery for Saleslogix System Requirements For an up to date outline of the system requirements for running Paribus Discovery and integration with Saleslogix include a list of supported versions of Saleslogix please see the Paribus Discovery System Requirements section of the QGate Knowledgebase at http www qgate co uk knowledge paribus discovery sysregs Note Paribus Discovery support for Saleslogix version 5 legacy was removed in version 1 3 4 of Paribus Discovery Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 11 Setting up Paribus Discovery for Saleslogix Setting up Paribus Discovery for Saleslogix This section outlines the steps required to set up and configure your installation of Paribus and the Paribus Discovery for Saleslogix Component Plug
18. contact your Saleslogix systems administrator or consult your Oracle documentation Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 19 Setting up Paribus Discovery for Saleslogix Configuring Your Paribus Data Provider Once you have successfully configured the connection details of your Paribus Data Provider you are now ready to define the additional settings Data Provider Connection Settings r Connection Settings Data Source Type Microsoft SOL Server DI Server Data Source MYSERVER OLEDE Database Name SalesLogix Connection Timeout 300 Seconds Figure 7 Connection Settings of Data Provider This section outlines the Connection Settings information as defined in the section above To change these details click the Configure Connection button The Connection Timeout value denotes the number of seconds a database transaction has to complete before it is deemed to be not responding The default value is 300 seconds 5 minutes however on large databases this value may need to be increased if timeout issues occur Data Provider Authentication r Authentication C Use Windows NT Security Trusted Connection Specify User Name and Password User Name sysdba IV Save Password Figure 8 Authentication Details of Data Provider This section denotes the authentication details required to connect to your Sales
19. have not yet received applied these changes s Paribus Discovery for Saleslogix Account Cleansing Session Account Session Paribus Match Session Duplicate Processing Rules Cleansing History Remote Systems Saleslogix Remote Synchronisation Status Below outlines a list of Saleslogix Remote Databases and their synchronisation status Highlighted in red are those systems that have not yet synchronised and received the Paribus Discovery cleansing updates for this Cleansing Session Warning These systems may have additional data to be merged before Accounts Contact can be removed Remote User Database User Name Title Department Last Sync Date Remote Office Databases No Remote Offices Last Sync Date Figure 37 Paribus Cleansing Session Remote Systems Tab It is recommended utilising this tab to monitor and manage the synchronisation of changes made by this Cleansing Session It is highly recommended that any action to remove duplicate Accounts or Contacts on a synchronised installation of Saleslogix is not actioned until all remote systems are fully synchronised with updated from previous executions of your Cleansing Session Naturally in practise sometimes not all systems can be synchronised in this way however this tab provides a useful monitor to who and what systems are exposed should a duplicate deletion action be enforced Paribus Discovery Paribu
20. in e Step 1 Installing the Paribus Discovery for Saleslogix LAN Bundle e Step 2 Installing the Paribus Discovery for Saleslogix Web Bundle e Step 3 Defining a Paribus Data Provider for Saleslogix e Step 4 Importing Saleslogix Match Definitions e Step 5 Testing Your Set up e Step 6 Installing Your Paribus Discovery for Saleslogix Component Licence e Step 7 Enabling the Paribus Discovery for Saleslogix Plug in Important Note Ensure you have successfully completed the steps outlined within this section before attempting to action any of the options available from the Paribus Discovery for Saleslogix Component Plug in Step 1 Installing the Paribus Discovery for Saleslogix LAN Bundle The first step is to install the Paribus Discovery for Saleslogix LAN Bundle into your Saleslogix database The Bundle provides additional components to your Saleslogix database that the Paribus Discovery for Saleslogix component uses during the processing of duplicates Note Without the Bundle applied the Paribus Discovery for Saleslogix Component will not operate Bundle Content The Bundle provides the following components Type Saleslogix Plug in Name Description Purpose Table QGMCH_SYSTEM Stores Paribus plug in information Table QGMCH_SETTINGS Stores general settings for the component plug in Table QGMCH_SESSIONS Stores the definition of cleansing sessions Table QGMCH_SLX_RESULT Stores audit information a
21. little higher at about 90 dependent upon the data Typical Scenarios e Company Name Match if a Match Set is based on Company Names applying Match Conditions based on Postal Code Town City and or Phone Number may provide more accurate results e Company Contact Match if a Match Set is based on Company Contact Names applying a Match Condition based on the Company ID assuming the Company data has been thoroughly de duplicated first see Point 1 above will ensure only duplicate Contacts at the same Company are matched e Private Contact Match no Company relationship if a Match Set is based on Private Contact Names applying Match Conditions based on Postal Code Town City and or Phone Number may provide more accurate results 3 If no Match Conditions are used increase Match Set Threshold If no Match Conditions are available or none are applied to the Match Session increase the Match threshold of the Match Set to 90 This will effectively reduce the number of over optimistic matches Use of Extended Matching Extended Matching under a Session s Matching Process options uses more rigorous matching rules and can often result in matches being found that would not otherwise occur This however is at the expense of significantly increased processing time Use Log Unmatched Records with care Log Unmatched Records under a Session s Process Options is a useful option that stores within a Ses
22. review the Match Results see page 35 If Paribus did not manage to identify any matches this may be due to one or more of the following e No duplicate information exists within your Saleslogix database e The match criteria defined within the Match Session is set too high see Defining Refining the Match Session Settings on page 30 To close the Close the Identify Matches dialog click the Close button Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 29 Identifying Matching Data in Saleslogix Defining Refining the Match Session Settings The matching process is defined within your Paribus Match Session You will likely wish to define redefine you Match Session several times to achieve the best results Ki From the main Paribus application screen select left click the Match Sessions icon in the left hand navigation bar Match Sessions This will display the list of existing Match Sessions From this list locate the item entitled Sample Saleslogix Account Match Step 1 Right click it and select Edit Session from the popup menu This action will display the Match Session Settings dialog 4 Match Session Settings wi x Ki Session Name Sample SalesLogix Account Match Step 1 Session Match Rules Session Details Session Match Results C Match Set Name SalesLogix Account Name Match oe Data Set Sal
23. see page 51 e The Edit Session button enables you to edit an existing Cleansing Session see page 51 e The Delete Session button enables you to delete an existing Cleansing Session Note Cleansing Sessions cannot be deleted once they have been applied to your Saleslogix database as they hold the audit history of changes applied e The Run Session button enables you to create a new Cleansing Session see page 51 Note Session can only be run once they have been fully defined Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 50 Processing Duplicate Saleslogix Records The Close button will close the Paribus Discovery for Saleslogix Component Plug in and return you the main Paribus application Lead Cleansing Tab The Lead Cleansing Tab in this Paribus Discovery plugin is for information reference purposes only providing information as to where and how to use Paribus Discovery to process Saleslogix Leads Match Reports Account Cleansing Contact Cleansing H Lead Cleansing H LS Saleslogix Lead Cleansing Paribus cleansing support for Saleslogix Leads is provided via a seperate Paribus Discovery plugin component available from the main Paribus Discovery Application menu To access this plugin select from the Paribus Tools gt Plugins Menu Paribus for Saleslogix Leads Figure 32 Paribus Discovery for Saleslogix Plugi
24. to one or more of the following e Poor data e Inappropriate matching rules e Too relaxed or too strict match score thresholds In the case of reviewing Saleslogix match results i e Accounts and Contacts the status of each Match Group must be set explicitly to denote your acceptance or rejection of that Match Group Furthermore the Role of each Group Member must also be set to denote what record will act as the Primary master record and which members are simply members duplicates In addition Group Members can also be excluded The Match Group status is used during the duplicate processing performed by the Paribus Discovery for Saleslogix Component Plug in to control which Match Groups will be updated Furthermore the Group Member Role is also used by the Paribus Discovery for Saleslogix Component Plug in to denote which records are processed and how Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 36 Reviewing your Saleslogix Match Results Match Group Statuses for Saleslogix Results For the purposes of processing duplicates by the Paribus Discovery for Saleslogix Component plug in the following Match Group statuses apply Not Reviewed Default This is the default Match Group status applied by Paribus at the time of matching Reviewed Setting a Match Group status to Reviewed denotes your acceptance of this Match Group a
25. to the next step This action will display step 2 of 5 Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 72 Processing Duplicate Saleslogix Records Paribus Discovery for Saleslogix Process Duplicate Saleslogix Accounts Go Saleslogix Duplicate Account Cleansing z Step 2 of 5 Duplicate Account Processing Rules Duplicate Saleslogix Account records will be cleansed using the following Processing Rules Cleansing Session Duplicate Processing Rules Duplicate Records Keep Duplicate Records Remove Redundant Hide Duplicates Yes Create Associations No Merge Associated Records 19 Table s Merged Reassigned Identify Duplicate No Create History Yes Synchronize Changes Yes Modify Rules lt lt Back Cancel Figure 43 Process Duplicate Saleslogix Accounts Step 2 of 5 This step details the Duplicate Account Contact Processing Rules that will be applied to your Account Contact Duplication processing If you wish to modify the rules click the Modify Rules button This action will display the Duplicate Processing Rules for this Cleansing Session see page 55 If you wish to return to the previous step then click the lt lt Back button If you are happy with the Duplicate Account Contact Processing Rules click the Next gt gt button to proceed to the next step This action will display step 3 o
26. 51 Account Contact Session Tab itrenn a ite Wee eat E te wee 53 Paribus Matchi Session Tab c sicsici ccecessuacheee iena inasa R Ee a A e aea aae 54 Duplicate Processing Rules Tab iiriiseiin runter a inet a a aE aE a A a ra 55 Merging Associated Account or Contact Records A 55 Keeping or Removing Duplicates Accounts or Contacts ceccceeeceeeseeeeeeeeeneeeeeeeeeeeeeeeeseaeeeeaeeseeeseneeeeaees 56 Create History Records for Reassigned Accounts Contacts cccccsccceeesneeeeeeneeeeeenseeeeseeeeessneeeeeenseeeess 57 Synchronize Changes to Remote Databases A 57 GleapsiogHlstopcTab ergeet ee ted Soh Adige ae eee 58 Remote Systems Taba niunie Svinte eet i ae et ei 60 Account and Contact Merge Rules cccccccceeeeeeeeceeeee eee eeeeaeeeceeeseeeeeeaaeeeeeaeseneeeseaeeesaeseeeeseneees 61 Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved Table of Contents Main Account Contact Record Merge Rule ssssseesssesessiesirerireitetitttttitttitstrnttnnttnttnnttnnttnnttnntnnntnneenntennet 61 Defining Merge Operations 1 to Many Table Pelattonsbipe 65 Defining Merge Operations 1 to 1 Table Relationships A 67 Parib s Merge RUIE Sici iriarte eg eget este E eREEed ENEE ened lee wena EC oe aap eee es eee 69 Considerations for Synchronised Databases cccccceeceeceeeeeeeeeeeeeeeeeaeeeeaaeeeeneeseeeeesaeeesaeeeeeeeeaas 69 Cleansing Duplicate
27. QGate Software Limited All rights reserved 52 Processing Duplicate Saleslogix Records Account Contact Session Tab The Account Session Tab provides the ability to name and describe your Paribus Cleansing Session The Session Status Check information provides a summary of the current status of the Session together with recommendations on what actions and options might be most appropriate Paribus Discovery for Saleslogix Account Cleansing Session x Account Session Paribus Match Session Duplicate Processing Rules Cleansing History Remote Systems Saleslogix Account Cleansing Session Step 1 These details define your Account cleansing process and the rules which should be applied 2 Session Details Session Name Sample Account Cleanup Description This Cleansing Session is provided as a sample to accompany the sample Paribus D i Match Session supplied with the Paribus for SalesLogix definitions f By default this session can be used to clean your SalesLogix database of duplicate Accounts Cleansing Session Statistics Last Run Date Number of Executions Cleansing Session Status Check Execution This Cleansing Session has been executed 39 times Status This Cleansing Session has been run against your Saleslogix database and all remote users have now synchronised these changes If required it is now safe to remove the duplicate records Recommendations provid
28. Reviewing your Saleslogix Match Results Saleslogix Duplicate Group Report The Saleslogix Duplicate Group Report option provides a detailed report of the current Match Group Members and associated data i e Contacts Opportunities Activities Lead Sources User Fields etc The report may also be printed or saved for future reference The report is intended to assist users in deciding which members of the Match Group should become the master and duplicate record s and potentially which records should be excluded from the Match Group Note This option will require you to select the version of Saleslogix you are using and to log into your Saleslogix database Ensure the Saleslogix database you log into is the same database that was used to generate the matches you are reviewing Show Match Group in Saleslogix This option will display the current Match Group of Saleslogix Accounts or Contacts in your Saleslogix Sales Client application Contained within a standard Saleslogix Group enables you to easily navigate around each record in Saleslogix using the full power of the Saleslogix Sales Client This feature is intended to assist users in deciding which members of the Match Group should become the master and duplicate record s and potentially which records should be excluded from the Match Group Note This option requires the Saleslogix Sales Client to be running on your machine and logged into your Saleslogix database Ensu
29. abase and thus may be queried upon using the standard Saleslogix Query Builder The following table should be listed in your Saleslogix Query Builder Paribus Audit Results Paribus Audit Data for Queries The following table outlines the audit data available for querying the Paribus Audit Results Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 79 Auditing Your Duplicate Saleslogix Results Column Values Description Session Name Contains the name of the Paribus Match Session used for this matching cleansing process Session Code Contains the short Session Code of the Paribus Match Session used for this matching cleansing process Entity ID Contains the AccountID or ContactID of the related Saleslogix Account or Contact record Related Entity ID Contains the ID of the related Account or Contact identified during the match process e g Master Account relating to a duplicate Account Related Entity Contains the Name of the related Account or Contact Name identified during the match process e g Master Account relating to a duplicate Account Data Set AorB Denotes the Data Set the Account or Contact was listed in during the match process Member Role Master Denotes the role this Account or Contact played Duplicate during the duplicate cleansing process Match Score 60 to 100 Contains the Match Score this Accoun
30. act record thus making the Account or Contact hidden from standard Saleslogix users This is achieved by changing the Account or Contacts SECCODE value to QGATEPARIBUS This option is only available when keeping duplicate Account Contact records Create Account Contact Associations Master Duplicate This option will automatically create an Account or Contact association between the Master and Duplicate Account or Contact records This association is also removed when the duplicate Account or Contact is finally removed This option is only available when keeping duplicate Account Contact records Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 56 Processing Duplicate Saleslogix Records Remove Duplicate Account Contact Records Merge Associated Records This option will permanently remove the duplicate Account or Contact from your Saleslogix database This option is only available when the following conditions apply e lf all associated data i e Contacts Opportunities Activities History etc is not being merged e f changes are to be synchronised and the cleansing process has not been run for the first time e If changes are to be synchronised but not all remote database systems have synchronised to collect changes this rule can be overridden if necessary Remove Redundant Records Associations This option will remove any redunda
31. alesLogix Account Address County Match Condition Add New KM SalesLogix Account Address Full Match Condition Add New KM SalesLogix Account Address Postalcode Match Condition Add New KM SalesLogix Account Address State Match Condition Add New off Select Data Set Provider to apply to SalesLogxDatabeso RN imported Data Set s SalesLogix Database e New Import Cancel Figure 9 Import Paribus Definitions Dialog Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 21 Setting up Paribus Discovery for Saleslogix Select the Paribus Discovery for Saleslogix Definition file you wish to import by clicking the ellipsis button Note This action happens automatically when first entering this dialog From the Select Paribus Definition File dialog select one of the follow files this file can be found on your Paribus Installation Package or alternatively supplied directly by your Paribus software supplier or Saleslogix Business Partner Paribus Discovery for Saleslogix SQLServer pds for Microsoft SQL Server users Paribus Discovery for Saleslogix Oracle pds for Oracle users Note The Paribus definitions for Saleslogix have been uniquely compiled for specific geographic regions to best optimise the matching process for that region ensure you install the Paribus definitions for your region Once selec
32. ame of the entity Account or Contact that the value Duplicate originally related to Clicking the SS button provides the ability to switch the Duplicate Merge Data item in the repository with that of the master value Paribus Data Repository in the Saleslogix Web Client Note This feature is only available for Saleslogix Version 7 5 2 or above When viewing the Paribus Merge Repository tab in Saleslogix Web you have the ability to switch the Duplicate Merge Data directly from the grid Details Contacts Opportunities Activities Paribus Audit Paribus Merge Repository More Tabs for Sage SalesLogix The Paribus Merge Repository contains merged data items from other SalesLogix Accounts that were merged by Paribus Records 1 20f2 Database Table Column Name ke Database Value Paribus Session Name Deposit Date Last Switch Date Delete ACCOUNT ACCOUNT ke Eighth Milenium Sample SalesLogix Account Match Step 20 04 2011 21 04 2011 Delete ACCOUNT WEBADDRESS ES www Master com Sample SalesLogix Account Match Step 20 04 2011 21 04 2011 Delete Figure 48 Paribus Merge Data Information View Clicking the GG icon provides the ability to switch the Duplicate Merge Data item in the repository with that of the master value Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 83 Appendix A Achieving Effective and Efficient Matching Appendix A Achieving Ef
33. are Limited All rights reserved 70 Processing Duplicate Saleslogix Records Cleansing Duplicate Saleslogix Accounts or Contacts This section outlines the steps required to cleanse the duplicate Saleslogix Accounts or Contacts from your Saleslogix database that you identified in the previous sections of this guide Important Pre requisites Before proceeding with this section you must have first achieved the following e Successfully set up the Paribus Discovery for Saleslogix Component Plug in page 12 e Successfully defined a Paribus Match Session for identifying Saleslogix Accounts or Contacts page 27 e Successfully completed a review or part review of the Paribus Match Results within your Match Session page 35 e Successfully defined your Paribus Account and Contact Merge Rules page 61 e Successfully defined a Paribus Cleansing Session to outline the cleansing process page 51 Cleansing Duplicate Accounts or Contacts To begin cleansing your Saleslogix database of duplicate Accounts or Contacts Cleansing Saleslogix Accounts From the Account Cleaning Tab of the main Plug in menu select the Cleansing Session you wish to run and click the Run Session button This action will display the Process Duplicate Saleslogix Accounts wizard screen Cleansing Saleslogix Contacts From the Contact Cleaning Tab of the main Plug in menu select the Cleansing Session you wish to run and click the Run Session butto
34. assign Duplicate Records MSS HISTORY ACCOUNTID 1 Many Reassign Duplicate Records l OPPORTUNITY ACCOUNTID 1 Many Reassign Duplicate Records Jl E QGMCH_MERGEDATA ENTITYID 1 Many Reassign Duplicate Records MS RMA ACCOUNTID 1 Many Reassign Duplicate Records M Fh SALESORDER ACCOUNTID 1 Many Reassign Duplicate Records MSA TICKET ACCOUNTID 1 Many Reassign Duplicate Records Select All Deselect All Set Default Rules From Saleslogix Database Add Important Note Merge Rules apply to all Cleansing Sessions Figure 39 Paribus Merge Rules Merge Associated Account Contact Records Tab The Merge Associated Account Contact Records Tab defines what additional Account or Contact related records will be merged during the Paribus cleansing processing e g Activities History and Opportunities etc This Tab provides a list of Paribus Merge Rules Saleslogix database tables relating to Accounts or Contacts depending upon which rules you are managing The check box beside each Merge Rule denotes if this rule is enabled checked If you wish to exclude a particular rule then uncheck this box The initial set of Paribus Merge Rules is automatically defined by the Paribus component plug in during the setup phase of the installation These rules are established dynamically by the plug in from your Saleslogix database system and include any custom table relationships Important Note Paribus Merge Ru
35. ate cleansing process To access the Paribus Discovery for Saleslogix Component Plug in firstly select the Match Group you wish to manage and then click the Saleslogix Group Options button below the Group Members list of the Paribus Review window Note If this button does not appear in your Match Review Window ensure the Plug in has been enabled see page 25 This action will display the Paribus Discovery for Saleslogix Group Options dialog fo Paribus Discovery for Saleslogix Group Options Paribus Discovery for Saleslogix Paribus Match Group Members are Saleslogix e Accoun Contacts Saleslogix Duplicate Group Report Generate a detailed report of the current Paribus Match Group of Saleslogix Accounts Group Report Show Match Group in Saleslogix O Show the current Paribus Match Group of Saleslogix Accounts in Saleslogix Note This feature requires SalesLogix to be running Show Group in Saleslogix Close Figure 22 Paribus Discovery for Saleslogix Group Options Dialog Paribus Match Group Members are Saleslogix This section requires confirmation that the Match Group Members are either a collection of Saleslogix Accounts or Contacts The plug in will attempt to automatically establish this setting however you can override if necessary Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 40
36. atus value check the checkbox and select the Account Status value from the drop down list The list of available values is from your Saleslogix pick list definitions Selecting the Blank Entry item in the drop down list will blank the Account Status value during the update Saleslogix Paribus Result Entry Each unmatched Account record can be recorded in the Paribus Results Audit table if required see page 79 To achieve this check the checkbox Synchronise Updates The option to synchronise updates ensures all Account updates will be synchronised to remote databases Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 78 Auditing Your Duplicate Saleslogix Results Auditing Your Duplicate Saleslogix Results This section outlines the various options available to audit the Accounts and Contacts that have been affected by a Paribus Matching and duplicate removal process Each Saleslogix Account or Contact identified by Paribus as a duplicate potential or otherwise is tagged with a Paribus Audit result Audit results are contained within an additional Saleslogix database table which was installed as part of the Paribus Discovery for Saleslogix bundle applied during the set up Audit tagging of Saleslogix Accounts and Contacts is performed as an inherent part of the duplicate processing performed by the Paribus Discovery
37. ber selected is based upon the one with the highest match score from the specified Data Set We recommend using this option when matching Saleslogix Accounts and Contacts as this will greatly assist in the Match Review process Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 33 Identifying Matching Data in Saleslogix Automatically Identify Member from This option denotes the Data Set from which to automatically select the Primary Group Member Log Unmatched Records This option will log in the Match Results reference to all records from Data Set A that did not match with any records from Data Set B This option is required if you wish to use the Paribus Discovery for Saleslogix Update Unmatched Accounts feature For more information on configuring Paribus Match Session Settings see the Paribus online information Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 34 Reviewing your Saleslogix Match Results Reviewing your Saleslogix Match Results Having successfully established a set of Match Results the next stage is to review them The Paribus Review Process is indented to provide an illustration of the duplicate Saleslogix Accounts and Contacts found and the opportunity for the user to alter any duplicate relationships if required Important Warning No Sa
38. ches duplicates found in your Saleslogix database the Paribus Discovery for Saleslogix Component Plug in provides the following custom features to assist in analysing a group of duplicates Saleslogix Duplicate Group Report The Saleslogix Duplicate Group Report provides a detailed illustration of a group of duplicate Accounts or Contacts The reports details related Addresses Contacts Opportunities and Activities This report greatly assists the reviewer in deciding the nature of the duplicate records and denoting which Accounts Contacts to keep and or remove Master Duplicate Show Group in Saleslogix The Show Group in Saleslogix option provides the ability to show the current group of duplicate Accounts or Contacts within the Saleslogix Sales Client Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 9 About Paribus Discovery for Saleslogix This enables the reviewer to use the full power of the Saleslogix Sales Client to navigate around the list of duplicate Accounts and or Contacts to denote which Accounts Contacts to keep and or remove Master Duplicate Furthermore with the ability to manage the group of duplicates from within the Saleslogix Sales Client enables the reviewer to fully manage the relationships between them i e create Associations Custom Component Plug in for Processing Duplicates Once Paribus Discovery has identified match
39. ct listed documenting its status and date of last processing The search facility provides a means of quick searching for a particular Account or Contact in the list OO Paribus Discovery for Saleslogix Account Cleansing Session Account Session Paribus Match Session Duplicate Processing Rules i Cleansing History H Remote Systems Account Cleansing History The list below details the cleansing history for this Cleansing Session Cleansing Audit History Cleansing Date Duplicate Action Total Members Processed Updates Deletions GF 04 07 2014 14 12 16 Keep Hide E 03 07 2014 16 21 05 Keep Hide 03 07 2014 15 46 28 Keep Hide 02 07 2014 14 22 19 Keep Hide E 02 07 2014 14 22 06 Keep Hide GF 02 07 2014 14 15 34 Keep Hide G7 02 07 2014 14 13 05 Keep Hide ES a Ee NNNNNN WN NNNNNNN R oRAR VO oO oO oO oO oO oO Show history for all Account Sessions View History Item Delete History Item i Processed Accounts Account Name Status__ Related Account Merged Date L eleted Date R I Abbott Ltd Merged Abbott WorldWide 01 07 2014 14 11 59 B Abbott Worldwide Merged Abbott Ltd 01 07 2014 15 32 39 R I Access Gmbh Merged Access Industries Co 03 07 2014 16 27 49 R I Access Industries Co Merged Access Gmbh 04 07 2014 14 12 19 Figure 36 Paribus Cleansing Session Cleansing History Tab In summary the Audit History items detail the date of the cleansing run
40. d matching algorithms to establish potentially more matches Warning Extended Matching will increase processing time Figure 19 Match Session Matching Process Tab By default matching Saleslogix Accounts Contacts should use the Standard Matching process The Extended Matching process performs a much more granular comparison of the data however this does dramatically increase the processing time required Generally for matching on Saleslogix Account and Contact Names extended matching is not recommended Processing Options The Process Options Tab denotes processing options available when performing the Matching Process Match Method Match Conditions Matching Process r Group Member Identification il V Automatically Identify a Primary Group Member from This option will automatically set a Primary Group Member within each Match Group based upon the member with the highest match score Automatically Identify Member from Data Set A C Data Set B V Log Unmatched Records This option will log all records from Data Set A that did not establish a match with any item in Data Set D Unmatched records can be processed by certain Paribus Plugins Figure 20 Match Session Processing Options Tab Automatically Identify a Primary Group Member This option denotes that a Primary Group Member Master Account or Contact will be automatically identified within each group of matches found The mem
41. d now be consolidated into their respective Accounts These Accounts are now likely to include potential duplicate Contacts as part of the consolidation process When matching Saleslogix Contacts the following match criteria is recommend based upon a prior Account consolidation e Paribus Match Set Based upon Contact Name Last First and Title using a Match Method of QMatch e Paribus Match Condition Based upon the Contacts AccountID using exact value matching 2 Use Match Conditions Applying Match Conditions to a Match Session can increase the accuracy of match results considerably Depending on the match threshold used against the Match Set relying on the matches from the Match Set alone can yield some over optimistic matches Applying one or more Match Conditions can significantly reduce this problem Note If too many Match Conditions are applied especially if the Match Condition Operator for the Session is set to AND the match process may yield very few or no results Likewise the underlying data supporting the Match Condition s should also be Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 84 Appendix A Achieving Effective and Efficient Matching well populated to ensure additional matches occur successfully As a tule the Match Set threshold should be set to about 80 while match thresholds for Match Condition s should be a
42. daaseactanbancd cwasherceaasaseecs 11 Paribus Discovery for Saleslogix System Requirements ssessseseressiesriesriesrissriesrresrinsresrnn 11 Setting up Paribus Discovery for SaleSlOGix ccccssceeeeeeeeeeeeeeeeeeeeeneeeeeeeeeeeneeeeeneneeeeeees 12 teil dr e CT 12 Step 1 Installing the Paribus Discovery for Saleslogix LAN Bundle 12 B ndie C oMte EE 12 The Bundle File S iieii ineat See ei E EAE n E Ei eaa Aia riiin a 13 Installing the B nde isccerscccesszeseecedstecesdseceeostiacees sce peececezseesence nuaetoeinieiceeatintareinch ate ainaan neato 13 Bundle Compatibility ase AAA 14 Upgrading an Existing Te EE 14 Step 2 Installing the Paribus Discovery for Saleslogix Web Bundle sssessseessesseesseeseressressrresrnees 14 Installing Aaen ET 14 Upgrading an Existing Bundle EE 15 Build and deploy your Saleslogix Web Site cceccceeeceeeneeeeneeeeneeeeeeeeaeeseaeeeeaeeeeaeeeeseeseaeeseeeseeeseeeseneeeenees 15 Step 3 Defining a Paribus Data Provider for SaleSlogix cccceeeceeeeeeeeeeeeeeeeeseeeeeseaeeesaeeeeeeeeeaas 15 Saleslogix Running on Microsoft SQL Server ecceecseceeeeseeeeseneeeeeeeeeeeseaeeseaeeeeaeeseeeseeeeseneeeeeeeseneeeneeeteas 16 Saleslogix RUNNING ON Oracle eeceeeceeeceeceneeeeeeeeeaeeeeeeeceaeeseeeeseaeeseaeeseaeeseaeeseaeeseaeeseaeeseeeseeeeeeeeseneeeneeeeees 18 Configuring Your Paribus Data Provider 20 Step 4 Importing Saleslogix Match Definitions ceccceceeeeeee
43. e Using the Saleslogix Administration Module apply the Paribus Discovery for Saleslogix Bundle in the normal way For assistance in installing and applying Bundles see the Saleslogix product documentation Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 13 Setting up Paribus Discovery for Saleslogix Choose Actions to Install P E Create Table QGMCH_PROCESSHISTORY Structure Indices Create Table QGMCH_SLXREASSIGNMENT Structure Indices Create Table QGMCH_SLXRESULT Structure Indices Cancel Create Table QGMCH_SYSTEM Structure Indices Execute SOL UPDATE QGMCH_SYSTEM SET PLUGIN_VERSION 1 3 4 WHERE OGMCH_SY Help K RISA als Insert Groups Plugin Account Paribus Dupe Contacts Insert Record into GGMCH_SYSTEM 1 Insert Scripts Basic Plugin Account OGMCH_ParibusA4ccountResult_Goto Insert Scripts Basic Plugin Contact QGMCH_ParibusContactResult Goto f Insert Views Plugin Account Paribus Account Audit Results Toggle All Insert Views Plugin Contact Paribus Contact Audit Results Toggle slslslsis Properties Figure 1 Saleslogix Bundle Install Window When applying the Paribus Discovery for Saleslogix Bundle ensure all items are selected to install including upgrades When prompted to release the Bundle we recommend releasing to Everyone to ensure that all users have access to th
44. e Data Sets Match Condition Name Match Type Operator_ Ignore Nus MI SalesLogix Account Address Postalcode QMatch 90 AND No Of SalesLogix Account Account Manager Exact Match AND No oO SalesLogix Account Address City QMatch 90 AND No oO SalesLogix Account Address Country QMatch 85 AND No Oi SalesLogix Account Address County QMatch 85 AND No IZ SalesLogix Account Address Full QMatch 80 AND No Of SalesLogix Account Address State QMatch 90 AND No Oo SalesLogix Account Division QMatch 90 AND No xl Match Condition Operator Ze AND C OR Figure 17 Match Session Match Conditions Tab In the case of matching Saleslogix Account names a Match Condition of Postal Code typically provides an effective condition to the matching process Other Match Conditions can also be added if required In the case of matching Saleslogix Contact names a Match Condition of Account ID typically provides an effective condition to the matching process Other Match Conditions can also be added if required e To select a Match Condition check the box to the left of the Match Condition Name e The behaviour of each Match Condition can be changed by double clicking the Match Condition item This action will display the Session Match Set Condition Settings dialog for the select Match Condition Session Match Set Condition Settings L xj SalesLogix Account Address Postalcode
45. e been reviewed i e Match Groups with a Group Status of Reviewed Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 38 Reviewing your Saleslogix Match Results This approach avoids any lengthy delay between reviewing all Matches Results before they can be processed This approach can also assist in managing the volume of change that is applied to your Saleslogix database You may wish to manage and process batches of duplicates to reduce the amount of system change that occurs There is no issue in processing your Paribus Match Session results through the duplicate removal processes more than once as the process will only affect data that was not already been processed or has subsequently changed Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 39 Reviewing your Saleslogix Match Results Saleslogix Group Options Whilst reviewing your Paribus Match results of Saleslogix Accounts and Contacts the Paribus Discovery for Saleslogix Component Plug in provides a custom feature within the Paribus Review window The Plug ins features are intended to assist users in establishing the following e Confirming the Group Members are genuine duplicates e Identifying the most appropriate Primary Group Member Master record e Excluding Group Members not required in the duplic
46. e defined within a set of Paribus Merge Rules and are defined uniquely to each Saleslogix database Paribus Discovery will now analyse your Saleslogix database to automatically determine what Merge Rules should apply Merge Rule Options jw Use the Paribus Data Repository by Default Recommended When merging 1 1 records selecting this option will ensure Paribus records any unmerged data into the Paribus Merge Data Repository within Saleslogix lt lt Back Cancel Figure 25 Paribus Discovery for Saleslogix Setup Wizard Step 1 The first step in the Setup Wizard will automatically define your Saleslogix Account and Contact Merge Rules These rules define how master and duplicate Accounts and Contacts and their associated data will be merged by the Paribus Discovery for Saleslogix plug in The Merge Rule option of Use the Paribus Data Repository by Default denotes that whenever Paribus automatically defines a 1 1 Merge Rule that rule will record any unmerged data into the Paribus Data Repository For more information on the Paribus Data Repository see page 82 Clicking Next gt gt will begin the Merge Rules definition process Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 45 Processing Duplicate Saleslogix Records Paribus Discovery for Saleslogix Setup Wizard Paribus Discovery for Saleslogix F Saleslo
47. e important information on how best to process your Tepper Eee duplicate Saleslogix data Figure 33 Paribus Cleansing Session Account Contact Session Tab The Recommendations button provides access to important information on how to manage your Cleansing process in the context of remote database systems Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 53 Processing Duplicate Saleslogix Records Paribus Match Session Tab The Paribus Match Session Tab provides the ability to associate a Paribus Match Session set of match results with your Cleansing Session s Paribus Discovery for Saleslogix Account Cleansing Session Account Session Paribus Match Session Duplicate Processing Rules Cleansing History Remote Systems E Paribus Match Session Step 2 ij Paribus Discovery Match Session for the Saleslogix Duplicate Accounts to be processed Select the Paribus Discovery Match Session containing the Saleslogix Duplicate Accounts you wish to process Paribus Match Session Statistics on Name 001 Acct Name 99 Postcode 99 Filter Cust NonCust Code SLXACCSAMPLE sroups 1 43 Note Only Paribus Match Sessions containing Reviewed Match Groups can be processed against your Saleslogix Database Important Note This Cleansing Session has now been applied to your Saleslogix database Chan
48. e operation to be applied to this 1 to many database i table relationship Ze Reassign Move Duplicate Records Select this option to reassign move all duplicate related records from this table and reassign them to the Master record Select this option to leave all duplicate related records in this table i e apply no action to these records Note These records may become orphaned if their duplicate owner is i i C Leave Duplicate Records No Action i i removed C Delete Duplicate Records Select this option to delete all duplicate related records from this table Figure 40 Paribus Data Merge Operation 1 to many Edit Dialog This dialog provides the mean to define the merge operation you wish to apply to a specific 1 to many table relationship outlined in the definition pane at the top of the dialog Note This feature was a new feature added in version 1 4 of the Paribus Discovery for Saleslogix plug in The merge options relating to a 1 to many data merge operations are as follows Reassign Move Duplicate Records This option is the default option and is recommended is most cases Selecting this option will reassign move all duplicate related records within this table over to their respective master entity Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 65 Processing Duplicate Saleslogix Records Lea
49. e various audit information relating to Accounts and Contacts that have been affected by a Paribus cleansing process Bundle Compatibility The Paribus Discovery for Saleslogix component requires the correct bundle version to be applied to your Saleslogix database The component will present a warning if the incorrect bundle is not applied and suggest an upgrade be performed Upgrading an Existing Bundle If you have a previous version of the Paribus Discovery for Saleslogix bundle installed you will need to upgrade this to the latest bundle provided Upgrading should be achieved using the Upgrade Bundle option within the Saleslogix Administration Module Step 2 Installing the Paribus Discovery for Saleslogix Web Bundle Note The steps in this section are not required if you are only installing Paribus for the Saleslogix LAN Client In order to provide access to Paribus data Paribus Merge Repository Paribus Audit etc in Saleslogix Web you will need to install the accompanying web bundle The web bundle can be found in your Paribus Installation Package under the Application Support Saleslogix Web Bundles directory Installing the bundle The following instructions assume that you are familiar with the Saleslogix Application Architect At the least you should check the following items before applying the bundle and making other changes e Make sure you have a recent backup of your database e Make sure that you are using the cor
50. ecords to remain in your Saleslogix database In addition duplicate records can be optionally hidden from view of Saleslogix users and or Associations can be automatically built between them as Master and Duplicate Alternatively duplicate records can be removed from the database entirely Important Considerations for Duplicate Removal Duplicates cannot be removed from your Saleslogix system if any of the following conditions apply e lf all associated data i e Contacts Opportunities Activities History etc is not being merged e f changes are to be synchronised and the cleansing process has not been run for the first time e If changes are to be synchronised but not all remote database systems have synchronised to collect changes this rule can be overridden if necessary The option of keeping or removing duplicate Accounts or Contacts is a very important consideration especially if you are using Saleslogix remote databases see the section on Considerations for Synchronised Databases on page 69 Keep Duplicate Account Contact Records This option will keep the duplicate Account or Contact in your Saleslogix database Optionally and recommended you can merge associated Account Contact records whilst keeping the duplicate Account or Contact in place see above Hide Duplicate Accounts Contacts Remove Ownership This option will remove the Saleslogix Account or Contact ownership from the duplicate Account Cont
51. ed Billing Advising Group Adyisors Company Records IBM lomega Compaq Phoenix Computers Inc Three D Systems Amorim Motors Mountain Ranch AD Foods ADCS Industries ALMI Electronic Associates ANA Financial APRA International APS Estate Marketing Corp ATEL Tech Investment AWA Systems AMI Limes Inc Abbott Worldwide Abi Specialty Group Above Marine Access Industries Co Access Gmbh Account Graphics AccuTech Adams Waste Systems Adicom Communications Advanced Billing Advising Group Advisors Company Figure 11 Data Set Preview Results Dialog New Orchard Road 1821 W lomega Way 20555 SH 2491120555 8800 North Gainey Cen 625 3rd Street C Villarroel nf 125 pri 4500 Cherry Creek Driv 1241 Sumac Dr 257 Selegie Road 9 Lang Street Umist Fairfield Hall E4 11 338 Jalan Boon Lay 18 PebbleStone Walk 9000 Keystone Crsg St 2619 Sandy Plains Rd 12020 Sunrise Valley D Suite 1500 15th Floor 1 Golden Lane 5160S Valley View Bly 40 Quater A rue des Ur Luise Kiesselbach Plaz 9101 LBJ Freeway Loc 2nd Floor unity Wharf 1 Place D Armes Romero Giron 4 385 Industrial Drive 400 4th Ave SW Ste 2 295 Fifth Ave ne gt The Data Set Preview Results dialog displays a list of records 100 by default established from the Data Set definition this includes Primary Key The Primary Key value of the Data Set Relationship Key The Relationship key value of the
52. eeceeeeeeeeeeeaaeeeeeeeseeeeesaeeesaeeeeeeeeaas 21 How to Import Saleslogix Match Definitions ec eeceeceeeeneeceneeeeeeeeeeeeeaeeeeaeeeeaeeeeaeeesaeeseeeseeeeeneeseneeeenes 21 Step 5 Testing Your Setup 22 Performing the EE 23 Previewing Data Set Results AE 24 Step 6 Installing Your Paribus Discovery for Saleslogix Component Licence s ssseesseeeseeseeee 25 Paribus Licence Manager ia ege ici ege iiaa aiaa aiaia te aaia 25 Step 7 Enabling the Paribus Discovery for Saleslogix Plugin 25 Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved Table of Contents Identifying Matching Data in Saleslogix cccsssceeeeeeeeeeeeeeeneeeeeeeeeeeeeeeeaeeeeeeeeeeeeeeeeenneees 27 Establishing the Matching Process 27 Match Process 1 Saleslogix Accounts 27 Match Process 2 Saleslogix Contact ube ez cevateadacdeuseneagtiad ieee SEENEN 27 Paribus Discovery for Saleslogix Match Deftnttons AA 27 Running a Paribus Match Session ccccccccecceeeeeeeeeeeeeeeeeeaeeeeaeeseeeecaaeeseaaeseeaeeseeeeesaeeesaeeseneeeeaees 28 Defining Refining the Match Session Settings cccccccceeceeeeeceeeeeseeeeeeaeeeeneeseeeeeseaeeesaeeeeneeseaees 30 S ssion Match Rules Tab s 42c s dasteditvi aaa an A ee ast 30 ON Lee WEE EN Match Conditions iscan nea pe dG anes Wicd A OH eee deeg 32 Matching Bee 33 Processing E EE EE 33 Reviewing your Saleslogix Match Re
53. ems mL Account Duplicate Processing Rules Step 3 The following duplicate processing rules define how duplicate Saleslogix Accounts will be processed Duplicate Account Processing Rules V Merge Associated Account Records This option will merge all associated Saleslogix Account records from the duplicate into the master Account based upon your selected Account Merge Rules Account Merge Rules Ze Keep Duplicate Account Records This option will keep duplicate Accounts in the Database for subsequent removal at a later stage Note All one to one related Account records will remain in the Database MV Hide Duplicate Accounts Remove Ownership Create Account Associations Master Duplicate C Remove Duplicate Account Records Merge Associated Records This option will remove duplicate Accounts and merge associated records over to the Primary Group Member This option is only available when the Merge Associated Account Records option is enabled Note All one to one Account records marked for deletion will also be removed from in the Database r Iw Create History Records for Reassigned Accounts M Synchronize Changes to Remote Databases OK Cancel I L Figure 35 Paribus Cleansing Session Duplicate Processing Rules Tab Merging Associated Account or Contact Records An important consideration when removing duplicate Accounts or Contacts from your Saleslogix database is w
54. esLogix Account Account Name Ai Match Fiter No Fiter 7 amp D DataSet SalesLogix Account Account Name With Filter No Filter el Match Method Match Conditions Matching Process Processing Options Apply the following Match Method to the above Data Sets L ef Ze QMatch Intelligent Matching Recommended Use QMatch Intelligent Matching algorithms to match items regardless of phonetics spelling sequence case synonyms and segmentation Paribus will only include matches that achieve the minimum Match Score Threshold outlined below Match Score Threshold 90 eae ee fan er E 60 100 C Exact Value Matching Match only items that have an exact match value Figure 15 Match Session Settings Dialog This dialog outlines the configuration of an existing Match Session defined to match upon Saleslogix Accounts Session Match Rules Tab The Session Match Rules tab denotes the Match Set that will be used to initially identify Saleslogix Accounts and Contacts i e Saleslogix Account Name Match This Match Set defines two Data Sets that are compared in the matching process Data Sets The two Data Sets A and B defined by the Match Set combine the same Data Sets i e Saleslogix Account Account Name to provide the ability of performing a self match upon the same set of data Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate So
55. esLogix DI Select the plugin to use for custom group options on the match session review windows Select None to disable custom group options OK Cancel Help Figure 13 Application Settings Dialog Plug in Support Tab e Select the Plug in Support tab From the Group Options Plug in drop down list select the Paribus for Saleslogix plug in Click the OK button to save and close this dialog Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 26 Identifying Matching Data in Saleslogix Identifying Matching Data in Saleslogix Once you have successfully set up the Paribus Discovery for Saleslogix Component Plug in you are now ready to begin identifying matching duplicate Saleslogix Accounts and Contacts If you have yet to complete the set up process outlined on page 12 we strongly recommend you do so before continue this section Establishing the Matching Process Firstly it is greatly important to establish the most effective matching process when wishing to identify duplicate records within your Saleslogix database Considering the data structure of Saleslogix Accounts and Contacts are both separate but related it is necessary for each of these entities to be processed individually Match Process 1 Saleslogix Accounts The first match process should be to match Saleslogix Accounts to establish a collection
56. esLogix iz Attach a database file as a database name SalesLogix Using the filename Test Connection Cancel Help Figure 4 Data Link Properties Dialog Connection Tab 6 From the Connection Tab complete the following details relating to the SQL Server hosting your Saleslogix database 7 Server Name This is the name of the SQL Server machine 8 Logon information Select the Use a specific user name and password option and specify the user name and password that owns your Saleslogix database this is typically sysdba Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 17 Setting up Paribus Discovery for Saleslogix 9 Allow saving password Selecting this option avoids users needing to know or remember this when later performing a match process Recommend checking this option 10 Database on the server Select your Saleslogix database from the drop down list 11 Test Connection Use this button to test your connection details are valid and correct 12 If tested successfully click the OK button to return to the Configure Data Provider dialog to continue configuring your Data Provider see page 20 13 If your test was not successful contact your Saleslogix systems administrator or consult your SQL Server documentation Saleslogix Running on Oracle If your Saleslogix database is running on Oracle conti
57. etup Wizard Paribus Discovery for Saleslogix Setup Wizard Paribus Discovery for Saleslogix Welcome Welcome to the Paribus Discovery for Saleslogix component Plug in This Plug in provides the ability to merge your Saleslogix Accounts and Contacts based upon the duplicate matches you have established within the main Paribus Discovery Application Before you begin to use this Plug in component please take a moment to complete the following steps of the setup wizard to configure your installation cance Figure 24 Paribus Discovery for Saleslogix Setup Wizard The Setup Wizard will guide you through the necessary steps required to setup and configure your installation of the Paribus Discovery for Saleslogix component plug in Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 44 Processing Duplicate Saleslogix Records Paribus Discovery for Saleslogix Setup Wizard Pari DUS Discovery for Saleslogix ga Paribus Saleslogix Merge Rules Step 1 of 4 Paribus Discovery for Saleslogix provides the ability to merge duplicate Saleslogix Accounts and Contacts into a single master Account Contact record During this process all associated Account Contact information can also be merged including 1 to many data 1 to 1 data Customised table data The rules which determine this process ar
58. f 5 Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 73 Processing Duplicate Saleslogix Records Paribus Discovery for Saleslogix Process Duplicate Saleslogix Accounts Go valeslogix Duplicate Account Cleansing 2 Step 3 of 5 Y Database Update Warning Important Warning This process will permanently change the data in your Saleslogix database based upon the selected Match Session and the Duplicate Account Processing Rules see previous steps It is highly recommended the following actions have been applied before proceeding with this update All remote databases are fully synchronised with the Host database where possible amp A complete backup of the host database has been performed amp This update process is best performed outside of normal operational hours if possible Disclaimer Although every effort has been made to ensure the processing performed by this software product will not damage or corrupt your data we strongly recommend you perform the above actions to safeguard against such eventualities In the unlikely event that data becomes lost or corrupted QGate Software cannot be held responsible esme Le cove Figure 44 Process Duplicate Saleslogix Accounts Contacts Step 3 of 5 This step provides a warning outlining this process will physically change the data within your Saleslogix database a
59. fective and Efficient Matching A number of steps can be taken to achieve effective matching using Paribus These should be treated as guides and not as strict rules 1 Use Multiple Match Process Passes for Best Results with Saleslogix When matching data within a Saleslogix Database it is important to consider matching the different entities Accounts and Contacts with multiple passes due to complex relationships of the data i e Accounts with multiple Contacts Each pass resulting in a consolidation of information to assist subsequent passes Pass One Account Matching Initially we recommend matching Saleslogix Accounts to establish and group potential duplicate Account records Having identified them and processed them through the Paribus Discovery for Saleslogix Component Plug in each duplicate Account would then be consolidated into one including Account Contacts When matching Saleslogix Accounts the following match criteria is recommended dependent upon the available data e Paribus Match Set Based upon Account Name using a Match Method of QMatch e Paribus Match Conditions Based upon and or Postal code Town City Telephone number using QMatch Pass Two Contact Matching Once an Account match has been established and the results processed by the Paribus Discovery for Saleslogix Component Plug in we recommend performing a Contact match As a result of the Account match process all Contacts shoul
60. finition of the following Paribus Data Sets e Saleslogix Account Account Name e Saleslogix Contact Name For more information on editing Data Sets see the Paribus online information When reviewing Saleslogix Accounts and Contacts the Saleslogix Group Options button also provides additional features to assist in summarising your duplicate records see below Recording Notes and Comments Whilst reviewing your Saleslogix Accounts and Contacts if you wish to make notes and comments against either the Match Group of individual Group Members this can be done from within the Paribus Review window Making notes is an ideal way of recording observations or comments against the matches as you review them which can then be viewed again later Match Group Notes Z If you wish to add a note against a Match Group select the Match Group and click this button Member Tags and Comments Comments If you wish to add a Tag or comment against a Group Member select the Member and click this button The Tag provides the means of attributing a fixed item if data e g Marketing code Campaign code to a Group Member Note The Tag will be recorded against the Account or Contact s Paribus Audit record during the processing of duplicates Part Review Part Process Duplicates Paribus and the Paribus Discovery for Saleslogix Component Plug in Component enable you to part review a set of Match Results and process only those that hav
61. for Saleslogix Component Plug in Tagging is not performed during the matching process itself The key purpose of the audit tagging is to provide an audit of which Accounts and Contacts have been involved in which Paribus duplicate processes and what roles did each Accounts or Contact play in that process The Paribus Audit Results provide an effective means of querying your Saleslogix database based upon Paribus duplicate cleansing activity Identifying Duplicate Contacts from an Account De Duplication Process The Paribus Audit Results are used to tag potential duplicate Contacts when performing an Account duplicate process and reassignment of Account Contacts When a Contact is moved from a duplicate Account to a master Account a duplicate check is performed on the moving Contact to ensure it is not in duplicate to any existing Contacts If so a Paribus Audit Result is recorded against each potential duplicate Contact detailing the nature of the reassignment and duplicate conflict Using a pre defined Saleslogix Account Group supplied in the Paribus Discovery for Saleslogix bundle enables you to list any Accounts containing potential duplicate Contacts This Saleslogix Account Group is called Paribus Dupe Contacts If this group does not appear in your Saleslogix Sales Client application contact your Saleslogix systems administrator Querying Paribus Audit Results The Paribus Audit Results are stored within your Saleslogix dat
62. ftware Limited All rights reserved 30 Identifying Matching Data in Saleslogix Filters Each Data Set A and B can have an option filter applied to them which denotes the content of each Data Set A filter may be based upon location e g UK Accounts or perhaps Account Manager Filters provide a useful means of limited the scope of the matching process where appropriate Filters can be managed by clicking the filter icon button Bb Caution When applying a filter avoid using filters that may limit the scope of a Data Set with criteria that may conflict with what you are trying to match An example would be to not filter Account names as this would potentially limit the ability to match Accounts of differing names but still potentially duplicates e g University of London would not find London University Match Method The Match Method Tab denotes the method to use when matching your Saleslogix Account and Contact names H Match Conditions Matching Process Processing Options Apply the following Match Method to the above Data Sets A ef QMatch Intelligent Matching Recommended Use QMatch Intelligent Matching algorithms to match items regardless of phonetics spelling sequence case synonyms and segmentation Paribus will only include matches that achieve the minimum Match Score Threshold outlined below Match Score Threshold E 80 60 100 C Exact Value Matching Match on
63. gainst Accounts Contacts about their involvement in a Paribus cleansing process Table QGMCH_SLXREASSIGNMENT Stores the list of merge rules for your Saleslogix database used during the data merging process Table Q MCH_MERGEDATA Stores merge data from 1 to 1 merging which could not with master records Merge Data Repository Table QGMCH_MERGECLASSES Stores a list of merge classes used by the component plug in Table QGMCH_ENTITYLOG Stores a reference to processed Accounts and Contacts together with attributes for post processing Table QGMCH_AUDITORREPORTS Paribus Auditor Stores audit information about audit reports Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 12 Setting up Paribus Discovery for Saleslogix Table QGMCH_AUDITORGROUPS Paribus Auditor Stores audit information about processed groups Table Q GMCH_AUDITORMEMBERS Paribus Auditor Stores audit information about processed members Accounts Contacts Table QGMCH_AUDITORTRANSACT Paribus Auditor Stores audit information about transactions future use Table QGMCH_DETAIL Stores audit history of cleansing session processing detail information View Paribus Account Audit Results Provides an Account view of the Audit data Type Saleslogix Plug in Name Description Purpose View Paribus Contact Audit Result
64. ging the Paribus Match Session now is not permitted Figure 34 Paribus Cleansing Session Paribus Match Session Tab To select a Paribus Match Session click the Select button The Paribus Match Session you chose must contain an appropriate set of match results for the purpose of your Cleansing Session i e Account cleansing will require a set of Account match results The Paribus Match Session selected must also contain a collection of Reviewed Group Members as only Match Groups that have been reviewed will be processed by your Cleansing Session see Reviewing your Saleslogix Match Results on page 35 for more details Once a Cleansing Session has been processed against your Saleslogix database you cannot change the associated Paribus Match Session Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 54 Processing Duplicate Saleslogix Records Duplicate Processing Rules Tab The Duplicate Processing Rules Tab contains the processing rules to be applied to your Saleslogix Accounts or Contacts during the cleansing process For the ease of illustration this section has been written to cover defining both Account and Contact Duplicate Processing Rules is Paribus Discovery for Saleslogix Account Cleansing Session il Account Session Paribus Match Session i Duplicate Processing Rules Cleansing History Remote Syst
65. gix Account Merge Rules Step 2 of 4 Paribus Discovery has automatically defined a collection of Account based Merge Rules based upon your Saleslogix database definitions Please take a moment to review your Paribus Account Merge Rules Important Notes Automatically generated Merge rules are based upon your Saleslogix Account related tables and those tables joined to the Account if you have other custom tables that do not have Account join relationships in place you must add these rules manually Failure to correctly define your merge rules could potentially result in unintentional loss of data Account Merge rules apply to every Account Cleansing Session you run Click the Review Account Merge Rules button to review your Account Merge rules R Review Account Merge Rules Figure 26 Paribus Discovery for Saleslogix Setup Wizard Step 2 The next step in the Setup Wizard is to review your Saleslogix Account Merge Rules Paribus has automatically generated a default set of Account Merge Rules for you based upon your Saleslogix database system Important Note It is essential that you review the Account Merge Rules to ensure you are satisfied with the rules defined For detailed information on defining your Paribus Account Merge Rules see page 61 Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 46 Processing Du
66. h Dictionary Performing Match Operations Progress 0 Start Time Elapsed Remaining Estimated I Cancel Help S Figure 14 Identify Matches Dialog This dialog provides the means of running an existing Match Session to identify matching data The summary information shows details about the Match Session together with information on the progress of the matching process To start the matching process click the Run button Providing everything has been set up and configuration correctly the matching process should begin processing your Saleslogix data to identify duplicates If any errors are reported check the set up and configuration of your Paribus installation and retry this operation Note If the count of records to be processed is sizeable gt 5000 Accounts this process may take some time to complete If you wish to cancel the matching process and refine the criteria then click the Cancel button and go to the section Defining Refining the Match Session Settings on page 30 Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 28 Identifying Matching Data in Saleslogix Once the Identifying Matches process has completed a summary report detailing the findings of the process is displayed Closing the report window will return you to the Identify Matches dialog If Paribus managed to identify matching records you may now
67. h Group list on the left of the review window Below the Match Group list is a collection of navigation controls which enable you to navigate through additional pages of Match Groups Match Groups are displays in pages of 50 2 Group Members Each Match Group contains two or members duplicates each member is listed in the Group Members list top right Below the Group Members list is a collection of buttons that enable the manipulation of Group Members see below The Saleslogix Group Options button provides addition integration with Saleslogix for managing the current list of Group Members see page 40 3 Member Information Pane The bottom right area provides a summary of additional information about each Group Member This information is provided to assist the review process of confirming duplicates 4 Review Control Buttons The collection of buttons at the base of the review window provides control of the Paribus Match Groups and Group Members For more information on the Paribus Match Review window see the Paribus online information Review Process Objectives The main objective of the Paribus Review Process is to manually review each of the Match Groups and confirm acceptance or rejection of the duplicates that Paribus has identified The Paribus technology is designed to identify matching data based upon the matching rules you define however sometime the match results may not always be as desired This may be due
68. hat to do with the associated records e g Contacts Opportunities Activities History etc The Component Plug in provides a very powerful feature which enables you to merge all associated one to one and one to many related Account or Contact records across to the Master Account or Contact This feature provides a true consolidation of your Account Contact data whilst ensuring no records are left unrelated orphaned once the duplicate Account or Contact has been removed Account Contact Merge Rules When merging Accounts or Contacts using the Paribus Discovery for Saleslogix component plug in you have full control over what associated tables and records are merged and how Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 55 Processing Duplicate Saleslogix Records To review and define your Account or Contact Merge Rules click the Account Contact Merge Rule button Important Note The Account and Contact Merge Rules are defined globally and apply to all Paribus Cleansing Sessions Changing your Merge Rules will effect all the Cleansing Sessions you run For more information on Account and Contact Merge Rules see page 61 Keeping or Removing Duplicates Accounts or Contacts The main rule for processing duplicate Saleslogix Accounts or Contacts is that of keeping or removing the duplicate records Keeping of duplicates will allow the duplicate r
69. he Match Set and delete the Match Dictionary Options tab e Ofcourse this may be due to there being no matches or duplicates in the underlying data If filters have been applied are the criteria to narrow Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 87 Paribus Discovery Technical Support and Troubleshooting Paribus Discovery Technical Support and Troubleshooting In the interest of providing customers with the latest product support information and troubleshooting assistance QGate provides the following online resources within our QGate KnowledgeBase website General Support For general technical support information please visit the main product support page www QGate co uk knowledge paribus discovery Troubleshooting For troubleshooting common problems and scenarios relating to Paribus Discovery and Paribus Discovery for Saleslogix please visit the following troubleshooting pages http www QGate co uk knowledge paribus discovery troubleshooting http www QGate co uk knowledge paribus discovery troubleshooting saleslogix System Requirements For information regarding the minimum system requirements for installing and running Paribus Discovery please visit the product system requirements page http www QGate co uk knowledge paribus discovery sysregs Product Information For more information about Par
70. ibus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved Overview Overview This document is a guide to using the Paribus Discovery for Saleslogix Component Plug in a custom tool for managing your Saleslogix database based upon matched duplicate information established by the main Paribus Discovery application This guide outlines the following e About Paribus Discovery for Saleslogix e Setting up and installing the Paribus Discovery for Saleslogix components e Identifying Matching Data in Saleslogix e Reviewing your Saleslogix Match Results e Processing Duplicate Saleslogix Records e Auditing your Duplicate Saleslogix Results Other Related Information For information on installing and configuring the main Paribus Discovery application see the Paribus Discovery Getting Started Guide For further information on using the Paribus Discovery application see the Paribus Discovery product online help For additional reference information on Paribus Discovery see the QGate KnowledgeBase at http www QGate co uk knowledge paribus discovery For up to date information on Paribus Discovery and other QGate products please visit the QGate Software website at www QGate co uk Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 8 About Paribus Discovery for Saleslogix
71. ibus Discovery or other products from QGate Software see one of the QGate web sites EMEA www QGate co uk Americas www QGateSoftware com Fault Reporting If you wish to report a fault or an issue with Paribus Discovery please contact your Paribus Discovery software supplier Upgrades and Service Releases Revision upgrades and service releases of Paribus Discovery are available on request from your Paribus Discovery software supplier Warning We strongly recommend you review the release information provided with each release to ensure each upgrade is suitable to apply If you are in any doubt we recommend you contact your Paribus Discovery software supplier All major version release upgrades will require the purchase of a new licence Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 88
72. ing information e g duplicate Accounts and or Contacts within your Saleslogix database the Paribus Discovery for Saleslogix Custom Component provides a complete data management facility for processing duplicate records Duplicate Account Contact Reports Before processing your duplicate Saleslogix Account and Contacts the Component Plug in provides a detailed report on each of the Match Groups and the duplicate members within each group These reports provide an illustration of the duplicate data prior to performing an update Processing Removal of Duplicate Records The processing of duplicate records is provided for both Saleslogix Accounts and Contacts and includes the following features e Keep hide duplicate Accounts Contacts e Create Associations between duplicates if keeping them e Remove duplicate Accounts Contacts e Reassign consolidate all related information i e Contacts Opportunities Activities History etc from duplicate records over to a nominated master record Note this feature is based dynamically upon your Saleslogix data model including any custom database tables e All database updates are fully synchronised e All updates support the Saleslogix security model e All database updates are fully recorded in an audit report Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 10 Pre Requisites Pre Requisites
73. iscovery for Saleslogix Plug in Main Menu Once the component plug in has successfully logged into your Saleslogix database the Plug in main menu window is displayed Paribus Discovery for Saleslogix Plugin Pari bus Discovery for Saleslogix E Database SLX81 Username Administrator d Licensed To QGate Software Licensed Users 1 Figure 28 Paribus Discovery for Saleslogix Plugin Main Menu Top The plug in main menu provides access to the various features of the Paribus Discovery for Saleslogix Component Plug in Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 47 Processing Duplicate Saleslogix Records Match Reports Tab The Match Reports Tab provides access to the Saleslogix duplicate reports based upon the matches contained within your Paribus Match Sessions f Match Reports H Account Cleansing Contact Cleansing Lead Cleansing a Saleslogix Match Reports Eet ES Saleslogix Duplicate Accounts Report The Saleslogix Duplicate Accounts Report produces a list of duplicate SalesLogix Accounts grouped by Paribus Match Group The report is based upon results from an existing Paribus Match Session _Run Report amp Saleslogix Duplicate Contacts Report The Saleslogix Duplicate Contacts Report produces a list of duplicate SalesLogix Contacts grouped by Paribus Match Group The report is based up
74. les For this process to operate successfully ensure your Contact Merge Rules are defined correctly To review and define your Contact Merge Rules click the Rules button Contact Ownership Management When Paribus merges a Contact from one Account to another it is also possible to request Paribus to change the Contact Ownership and Account Management properties of the merged Contact to inherit that of the new Master Account Automatically Inherit New Contact Ownership Security This option will change the security ownership SECCODE of the merged Contact to that of the Master Account Automatically Inherit New Account Management This option will change the Account Managers Account Regional and Divisional Account Manager of the merged Contact to that of the Master Account Automatically Identify Duplicate Contacts Account Merge Rules Only Enabling this option Paribus will attempt to automatically identify potential duplicate Contacts whilst in the process of reassigning Contacts from duplicate Accounts The match criteria used during this process is based upon the contacts name and Contact Name Likeness setting This feature does not automatically remove potential duplicate Contacts but simply identifies them The important reason they are not automatically removed is to ensure you have an opportunity to review the potential duplicates first Contact Name Likeness The Contact Name Likeness setting denotes the degree of
75. les should be re generated whenever your Saleslogix database system changes e g when new tables are added or tables are removed This process is managed automatically every time the Paribus Discovery for Saleslogix plug in logs into your Saleslogix database prompting to rebuild the Merge Rule when and where necessary Manual re generation of the Paribus Merge Rules can be achieved at any time by clicking the Set Default Rules From Saleslogix Database button You may also add additional custom Merge Rules should the automated list of rules not include all relationships This can be achieved by clicking the Add button Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 64 Processing Duplicate Saleslogix Records The Merge Operation column denotes the data manipulation operation that will be performed for a given table relationship during the merging process You can change this rule by clicking the Edit button see below Defining Merge Operations 1 to Many Table Relationships If the merge operation relates to 1 to many table relationship when editing the operation the following dialog will be displayed Define Paribus Discovery Data Merge Operation E Merge Rule Definition Table Name Relationship ADDRESS ENTITYID Table Relationship Type 1 to Many Rule Type System Generated Data Merge Operation L Select the data merg
76. leslogix Accounts and or Contacts can be processed removal of duplicate data by the Paribus Discovery for Saleslogix Component Plug in until they have been reviewed This is to ensure that no data can be changed or removed without prior confirmation The Paribus Review Window The Paribus Review Process is managed from the Paribus Review Window available from within the main Paribus application Paribus Match Results are contained within the Match Session responsible for generating them A To review Match Results for a given Match Session from the main Paribus application screen select left click the Match Sessions icon in the left hand Match navigation bar Sessions f me SN This will display the list of existing Match Sessions From this list locate the Match Session you wish to review Right click it and select Review Session from the popup menu Note This option is not available if your session does not contain any results This action will display the Session Match Results window E Session Match Results Sample SalesLogix Account Match Step 1 Sample SalesLogix Account Match Step 1 1 21st Century Automotives Primary Sg Twenty First Century Automotives Member B 86 2 31d National Bank of Spain D 8th Millennium gt h 9Cell Set as Primary Exclude Comments SalesLogix Group Options ADS AT Associates Ltd Advanced Mech Inc e Beachtree Primary Grou
77. leslogix Accounts or Contacts that have been previous processed within this Paribus Match Session The default and recommended setting for this is enabled checked Process Duplicates Clicking the Process Duplicates button will begin the duplicate cleansing process Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 75 Processing Duplicate Saleslogix Records Cancel Processing Once the process is underway the Cancel Processing button is enabled This allows the processing to be cancelled at any time Note Processing will only be cancelled at the end of a suitable block of processing and not mid stream This ensures the changes made before cancellation are valid and complete Cancelling the process will not revert back any changes that have already been applied View Audit Report Once the process has completed clicking the View Audit Report button will display the Audit Report if the generation of the report was enabled The Report Viewer window provides the means to optionally print and save the Audit Report Note The Audit Report is automatically displayed at the end of the process Note A complete copy of the audit report will be automatically saved into your Cleansing Session Process History see page 58 Once the process has completed or cancelled the Close button will close the Process Duplicate Saleslogix Accounts Contacts scree
78. likeness a Contact name must be to be considered as a potential duplicate Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 63 Processing Duplicate Saleslogix Records s Paribus Discovery for Saleslogix Account Merge Rules m Account Merge Rules Reassign Account Contacts Merge Associated Account Records Associated Account Records Merge Rules amp m Select the associated Account tables you wish to merge duplicate data from during the processing of duplicates ACCOUNT Table Name Column Name Relation M Eh ACCOUNT PARENTID 1 Many Reassign Duplicate Records bai EN ACCOUNTOPERATINGCOMP ACCOUNTID 1 Many Reassign Duplicate Records l ACCOUNTPRODUCT ACCOUNTID 1 Many Reassign Duplicate Records DIE ACCOUNTSUMMARY ACCOUNTID Zeg Leave with Duplicate Delete Duplicate MISA ACTIVITY ACCOUNTID 1 Many Reassign Duplicate Records Ji ADDRESS ENTITYID 1 Many Reassign Duplicate Records M54 ADHOCGROUP ENTITYID 1 Many Reassign Duplicate Records M4 ASSOCIATION FROMID 1 Many Reassign Duplicate Records l ASSOCIATION TOID 1 Many Reassign Duplicate Records Il E ATTACHMENT ACCOUNTID 1 Many Reassign Duplicate Records kl COMPETITOR ACCOUNTID 1 Many Reassign Duplicate Records M54 CONTRACT ACCOUNTID 1 Many Reassign Duplicate Records l i ERPTRADINGACCOUNT ACCOUNTID 1 1 Merge Missing Data Items Delete Duplicate Jl GM_PROFILE ACCOUNTID 1 Many Re
79. logix database This should always be the Saleslogix administration ID e g sysdba and not a Saleslogix username The use of NT Security Trusted Connections SQL Server only is not support when connecting to Saleslogix databases The Save Password option enables the password to be saved within the Data Provider definition and prevents a password prompt being displayed any time the password is required Please note that saved passwords are stored securely under encryption For more information on configuring Data Providers see the Paribus on line help information Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 20 Setting up Paribus Discovery for Saleslogix Step 4 Importing Saleslogix Match Definitions The Paribus matching processes is supported by a collection of Paribus Match Definitions which define what information is to be matched upon and where this information is sourced e g your Saleslogix database The Paribus Discovery for Saleslogix Component comes complete with a pre defined set of Paribus Match Definitions ready mapped to the standard Saleslogix database model This includes e Accounts e Contacts e Addresses e Telephone Numbers e Websites and email Addresses e Regions Industries Divisions Territories Note Additional Match Definitions can be manually defined should an item you require not be provided in the standa
80. loped to facilitate this For more information on custom merge rules ask your Paribus software supplier for more details Considerations for Synchronised Databases If you are using synchronised Saleslogix databases you should observe the following consideration Scenario If you remove a duplicate Account from the Saleslogix host database this change must be synchronised to all the appropriate remote databases However before this change takes place on the remote database a remote user could attribute additional information to that Account e g an Opportunity When the remote database is synchronised with the host the two changes cross in the post The remote receives the removal of the Account and the host receives the additional Account information e g Opportunity Problem The host now has a record relating to a none existing Account orphaned and the remote has an unrelated record e g an Opportunity without an Account Solution Paribus provides a solution to this problem by adopting the following process within your Cleansing Session when processing your duplicate Accounts or Contacts 1 Firstly process your duplicates with the following options Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 69 Processing Duplicate Saleslogix Records 2 Keeping duplicate Accounts or Contacts with the option of hiding them from view of Saleslogi
81. ly items that have an exact match value Figure 16 Match Session Match Method Tab QMatch Intelligent Matching By default matching Saleslogix Accounts Contacts should use the QMatch Intelligent Matching method which identifies matching Account Contact names regardless of phonetics spelling sequence case synonyms and segmentation Match Score Threshold The Match Score Threshold denotes the minimum match score an Account Contact must achieve to be classed as a duplicate Low match score values will provide relaxed matching whilst high match score values enforces stricter matching A default match score of 80 typically provides suitable results for most Saleslogix Account and Contact Names For more information on QMatch Intelligent matching see the Paribus online information Exact Value Matching performs matches upon a direct comparison with the exception of case This does not typically provide a suitable matching method for Saleslogix Account Contact names Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 31 Identifying Matching Data in Saleslogix Match Conditions The Match Conditions Tab denotes what additional conditions match criteria should be applied when matching your Saleslogix Account and Contact names Match Method p Matching Process Processing Options Apply the following Match Conditions to the abov
82. n This action will display the Data Set Preview Results dialog SalesLogix Account Account Name Relationship Ke Match Value Info Address a CI AQF84A000006 C AGF844000007 C AgF844A000008 C AQF84A000004 C 442EK0013019 C A42EK0013020 C A4A2EK0013021 C A42EK0013022 0 4A2EK0013023 C AA2EK0013024 C 442EK0013025 C 4A2EK0013026 C 442EK0013027 C 442EK0013028 C 442EK0013029 C 442EK0013030 C 442EK0013031 C A42EK0013032 C 442EK0013033 C AA2EK0013034 C 442EK0013035 C 442EK0013036 C 442EK0013037 C 442EK0013038 C A42EK0013039 C A2EK0013040 C A42EK0013041 A4A2EK0013042 AQFS4A4000006 AQF844000007 AQFe44000008 AQFR4A000004 4A42EK0013019 AA2EK0013020 442EK0013021 4A2EKO01 3022 442EK0013023 A2EK0013024 4A2EK0013025 442EK0013026 AA2EKO01 3027 482EK 0013028 442EK0013029 4A2EK0013030 442EK0013031 442EK0013032 442EK 0013033 442EK001 3034 4A2EK0013035 442EK0013036 AA2EKO013037 442EK0013038 442EK 0013039 4A2EK0013040 442EK0013041 A4A2EK0013042 IBM lomega Compaq Phoenix Computers Inc Three D Systems Amorim Motors Mountain Ranch AD Foods ADCS Industries ALMI Electronic Associates ANA Financial APRA International APS Estate Marketing Corp ATEL Tech Investment AWA Systems AWI Limes Inc Abbott Worldwide Abi Specialty Group Above Marine Access Industries Co Access Gmbh Account Graphics AccuTech Adams Waste Systems Adicom Communications Advanc
83. n Update Unmatched Accounts This section details the Update Unmatched Accounts feature which enable the Account Type and Account Status of all unmatched Saleslogix Accounts to be updated The purpose of updating unmatched Saleslogix Accounts is to provide a mechanism of singling out and identifying certain records for prospective marketing purposes e g If you have imported new Accounts into Saleslogix and have run Paribus to ensure they are not duplicates of existing Accounts the unmatched records would signify new prospective Accounts Unmatched Accounts Unmatched Accounts are all Account records from Data Set A of the Match Set which did not match with any Accounts from Data Set B of the Match Set during the match process Note Unmatched Accounts are only recorded in the match process if the option of Log Unmatched Records is enabled in the Match Session settings see page 33 To access this feature return the Account Cleansing Tab on the main Paribus component plug in menu and click the Update Unmatched Accounts button Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 76 Processing Duplicate Saleslogix Records Paribus Discovery for Saleslogix Update Saleslogix Account Records F Update Unmatched Saleslogix Accounts Ki Select a Paribus Match Session Containing Unmatched Account Records Paribus Match Session S
84. n Lead Cleansing Tab Account Contact Cleansing Sessions This section details defining and managing your Paribus Cleansing Sessions for either an Account or Contact cleansing process For the ease of illustration this section has been written to cover the defining of both Account and Contact Cleansing Sessions The purpose of a Paribus Cleansing Session is to defines and encapsulate everything about your cleansing process including e The Name and details of your Cleansing Session e The Paribus Match Session match results to be processed e The processing rules by which to process your duplicate records e Maintain a historic audit of changes made to your Saleslogix database as a result of the Cleansing Session e Information and status on remote databases that have received the changes from the Cleansing Session Furthermore the Paribus Cleansing Session has been designed to assist you in the process of cleansing your Saleslogix database with guidance and insight into what options and actions you should consider taking Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 51 Processing Duplicate Saleslogix Records This guidance is designed to ensure you gain maximum benefit from the process and most importantly do not risk losing or corrupting your Saleslogix data Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright
85. n This action will display the Process Duplicate Saleslogix Contacts wizard screen For the ease of illustration this section has been written to cover the processing of both Accounts and Contacts Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 71 Processing Duplicate Saleslogix Records Paribus Discovery for Saleslogix Process Duplicate Saleslogix Accounts Go Saleslogix Duplicate Account Cleansing Step 1 of 5 a Cleansing Session Cleansing Session Details Session Name Sample Account Cleanup Last Run Date 04 07 2014 14 12 19 Number of Executions 39 Paribus Match Session The following Paribus Match Session will be used to process your duplicate Saleslogix Accounts Note Only Reviewed Match Groups will be processed against your Saleslogix Database Paribus Match Session Statistics Session Name 001 Acct Name 99 Postcode 99 Filter Cust NonCust Session Code SLXACCSAMPLE Reviewed Groups 1 Matches 43 Figure 42 Process Duplicate Saleslogix Accounts Contacts Step 1 of 5 This is the first of four steps which defines the process of Account or Contact Duplication processing This screen provides an outline of your Paribus Cleansing Session and the Paribus Match Session duplicate match results that will be used to process your duplicate Accounts or Contacts Click the Next gt gt button to proceed
86. n your network e The Database list provides a list of Saleslogix databases on the specified Saleslogix Server Note Due to the plug ins ability to change update data in your Saleslogix database only host database are supported e The Server Port is the TCP IP port number on which your Saleslogix Server is running The default port number is 1706 e f your Saleslogix database has been given a Read Write Password specify itin the Read Write Password field e Because of the plug ins ability to change update data in your Saleslogix database the plug in must connect using the Saleslogix administrator username admin Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 43 Processing Duplicate Saleslogix Records e The password field requires you to specify the password of the admin username e Clicking the OK button will proceed to log the plug in into Saleslogix Important Note Ensure when logging into Saleslogix from the Component Plug in you log into the same database that was used to generate the matches in your Paribus Match Session Paribus does not and is not able to check this Paribus Discovery for Saleslogix Setup Wizard When running the Paribus Discovery for Saleslogix component plug in for the very first time or upgrading from a previous version of the plug in after the database login see above you will be greeted by the following S
87. nd checks to ensure you have taken suitable precautions to ensure a disaster recovery can be achieve should anything go wrong Important Note Please acknowledge the importance of this warning and that although confident this process will not intentionally damage or corrupt your Saleslogix database QGate Software cannot be held responsible To acknowledge acceptance of this warning you must check the checkbox before proceeding to the next step If you wish to return to the previous step then click the lt lt Back button Once you have acknowledged the warning click the Next gt gt button to proceed to the next step This action will display step 4 of 5 Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 74 Processing Duplicate Saleslogix Records Paribus Discovery for Saleslogix Process Duplicate Saleslogix Accounts Zo valeslogix Duplicate Account Cleansing Step 4 of 5 EI Process Duplicate Accounts Processing Options Iw Audit Cleansing Process Recommended Select this option if you wish Paribus to audit the cleansing process and generate a report of the changes and transactions that were applied to your Saleslogix database V Process Previously Processed Items Recommended Select this option if you wish Paribus to process members that were processed on a previous run of this cleansing session If the content of those members
88. nd that the group contains valid duplicate members and the Primary member master will be the one remaining Account Contact after the processing of duplicates Note A Match Group status cannot be set to Reviewed unless a Primary Group Member has been defined see below or contains less than two active members Void Setting a Match Group status to Void denotes your rejection of this Match Group and that you wish this group to be excluded in the processing of duplicates D Query Setting a Match Group status to Query denotes you have a query against this Match Group and wish to return to this at a later stage Queried Match Groups will not be included in the processing of duplicates Setting Match Groups statuses to Query provides the means of marking them during the review process and moving on with the ability to return to them later or after seeking assistance from someone else if required Group Member Roles for Saleslogix Results For the purposes of processing duplicates by the Paribus Discovery for Saleslogix Component plug in the following Group Member Roles apply Note The Member Roles listed here are for Single Data Source matches only 1 Primary Group Member Master Record Setting a Group Member Role to Primary denotes the member is an active member of the group and is classed as the Master record The Primary Member Master when processed by the Paribus Discovery for Saleslogix Com
89. ndexed Set Paribus Match Dictionary rules carefully Each Data Set has one or more associated Paribus Match Dictionaries depending on the use of filters A Match Dictionary contains intelligent references to the data being matched upon and is used by Paribus to achieve intelligent matching using QGate s QMatch matching component A Match Dictionary is always built the first time a match process is run against a Data Set The Match Dictionary can be retained for a number of days set by the options on the Data Set Options tab to prevent the overhead of rebuilding the Match Dictionary repeatedly with subsequent Session runs If the underlying data changes however it is important to force a rebuild of the Match Dictionary by using the Delete Dictionary function under the Data Set Options tab If the underlying data is constantly changing it may be worth enabling the Generate Match Dictionary every time this Data Set is used option Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 86 Paribus Discovery Troubleshooting Paribus Discovery Troubleshooting This section provides some assistance in identifying common issues and providing potential resolutions Unable to Connect to my Paribus Control Database If you are unable to connect to your Paribus Control Database this may be due to one of the f
90. ne Paribus Discovery Data Merge Operation Merge Rule Definition Table Name Relationship CONTACTEXTENSION CONTACTID Table Relationship Type itol Rule Type System Generated Data Merge Operation i Select the data merge operation to be applied to this 1 to 1 database i table relationship Merge Rule Merge Missing Data Items lt Rule Description This rule will merge 1 to 1 data items from duplicate records into the Master record where any item in the Master record is blank Merge Options jw Record Unmerged Data Recommended Record any unmerged data into the Merge Data Repository within Saleslogix NM Delete Duplicate Record After Merging Once records from this table have been merged delete this record Note Deletion will only take place when the Account or Contact record is finally removed from the system Merge Rule Settings Figure 41 Paribus Data Merge Operation 1 to 1 Edit Dialog This dialog provides the mean to define the merge operation you wish to apply to a specific 1 to 1 table relationship outlined in the definition pane at the top of the dialog Selecting a Merge Rule here denotes what rule will be applied during the processing of this table see Paribus Merge Rules on page 69 for a complete list of available rules The Merge Rule Settings button provides access to advanced options for the selected Merge Rule if available Record Unmerged Data
91. nt Name and Right click it and select Edit Data Set from the popup menu This action will display the Data Set Definition dialog Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 22 Setting up Paribus Discovery for Saleslogix I Data Set Definition WS xi FF Name SalesLogix Account Account Name Data Selection Filters Options Notes r Data Selection Data Provider SalesLogix Database nd New Primary Key T able Key JACCOUNT ACCOUNTID Type String S Relationship Foreign Key Jaccou NT ACCOUNTID Type String S Match Value ACCOUNT ACCOUNT Match Member Description ACCOUNT ACCOUNT ADDRESS ADDRESS1 as Address Information Columns A ADDRESS CITY as City optional display purposes ADDRESS STATE as State County ADDRESS POSTALCODE as Postalcode ACCOUNT MAINPHONE Ae Phone Man ACCOUNT FAX As Fa ACCOUNT WEBADDRESS As Web Address IT Suppress NULL values in Information Columns From T able s ACCOUNT a LEFT JOIN ADDRESS ON including joins if required ACCOUNT ADDRESSID ADDRESS ADDRESSID v Data Type Company Names leo QGate Software Test Preview View sal OK Cancel Help Figure 10 Data Set Definition Dialog The Data Set Definition dialog details information about database tables and columns that are provided by the Data Provider Data Sets p
92. nt records when removing duplicate Accounts Contacts This includes Associations History Paribus Audit records This option is only available when removing duplicate Account Contact records Create History Records for Reassigned Accounts Contacts This option will automatically create a Saleslogix History record Note for each duplicate Account Contact that was reassigned to the master Account Contact Synchronize Changes to Remote Databases This option is a very important one to consider When enabled will ensure all changes are synchronized to remote Saleslogix databases Warning Only disable this option if you are not and have never used remote Saleslogix databases For more information on considering synchronization see the section Considerations for Synchronised Databases on page 69 Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 57 Processing Duplicate Saleslogix Records Cleansing History Tab The Cleansing History Tab contains the following two elements Cleansing Audit History A list of historic Audit reports documenting the cleansing processes data merges performed by this Cleansing Session Each Audit report contains a complete audit history of the changes that were applied to your Saleslogix database Process Accounts Contacts A list of Accounts or Contacts that were processed by this Cleansing Session Each Account or Conta
93. nue on within this section If your Saleslogix database is running on Microsoft SQL Server turn to page 16 1 From the Data Link Properties dialog Provider tab select the Oracle Provider for OLE DB provider as supplied by Oracle Important Warning We recommend using the Oracle supplied OLE DB Provider however should you encounter difficulties then suggest using the Microsoft supplied Oracle OLE DB Provider amp Data Link Properties x Provider Connection Advanced All Select the data you want to connect to OLE DB Providers B Crystal Server Closed Integrator Base Crystal Server Closed XML ADO Provider Microsoft ISAM 1 1 OLE DB Provider Microsoft Jet 4 0 OLE DB Provider Microsoft OLE DB Provider for DTS Packages Microsoft OLE DB Provider for Indexing Service Microsoft OLE DB Provider for Internet Publishing Microsoft OLE DB Provider for ODBC Drivers Microsoft OLE DB Provider for OLAP Services Microsoft OLE DB Provider for Oracle Microsoft OLE DB Provider for SQL Server Microsoft OLE DB Simple Provider MSDataShape OLE DB Provider for Microsoft Directory Services Oracle Provider for OLE DB SQL Server Replication OLE DB Provider for DTS OK Cancel Help Figure 5 Data Link Properties Dialog Provider Tab Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 18 Setting up Parib
94. of potential duplicate Accounts for consolidation reassignment of related records and de duplication In turn this will consolidate associated Contacts from all duplicate Accounts into a single Master Account There is the potential that the consolidated Contacts are also duplicates within the same Account This issue will be handled in the next match process Match Process 2 Saleslogix Contacts Once the first match process of Saleslogix Accounts has been identified and the results processed against your Saleslogix database consolidation and duplicate removal you are then able to execute the second match process against Saleslogix Contacts Warning We do not recommend running the second match process until you have successfully completed the first match process The criteria for this match process should ideally be based upon similar sounding Contact names title first and last and an exact match on Saleslogix Account ID This will ensure that only contacts at the same Account are deemed potential duplicates This is an important consideration when dealing with person names as many people can share the same name but are however technically not the same person i e Mr John Smith Adding the Account relationship into the matching criteria can help to reduce the occurrence of this Paribus Discovery for Saleslogix Match Definitions The Paribus Discovery for Saleslogix Match Definitions set you imported during the se
95. ollowing e The SQL Server service on which the Control Database is located is not running Start the SQL Server service e The Control Database does not exist on the selected SQL Server Create a Control Database on the designated server or connect to the server that is hosting the required database a Paribus Server Licence will be required for this server e Maximum number of Paribus Control Database connections exceeded Each Paribus Server Licence defines the maximum number of connections that can be made by any Paribus installation to a given SQL Server instance Once this has been reached no further connection can be made by Paribus to the given server Either install a new Paribus Server Licence with an increased number of connections or disconnect from the SQL Server from one or more Paribus installations e Paribus requires Microsoft Data Access Components 2 6 to run correctly Make sure this is installed on the client machine don t get any Matches when I run my Match Session If you obtain no match results on running a Match Session one or more of the following may be the cause e Your Session match criteria are too stringent Try setting the Match Threshold of the Session to a lower threshold value or disabling one or more Match Conditions in the Session e The information contained within the Match Dictionary is no longer valid so nothing matches against it A solution to this issue is to edit the Data Set used by t
96. on if you wish the merged Contacts to inherit security ownership from the new Master Account recommended V Automatically Inherit New Account Management Select this option if you wish the merged Contacts to inherit the Account Managers Account Regioinal and Divisional from the new Master Account recommended Automatically Identify Potential Duplicate Contacts Select this option to automatically identify potential duplicate Contacts within an Account whilst Contacts are being reassigned into the new master Account Notes This feature does not remove duplicate contacts simply identifies them Warning This feature can increase processing time on large Saleslogix databases Contact Name Likeness emm E 90 60 100 Important Note Merge Rules apply to all Cleansing Sessions Reassign Account Contacts Account Merge Rules Only This option denotes when merging Saleslogix Accounts you wish the Paribus component plug in to reassign all associated duplicate Account Contacts into the master Account Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 62 Processing Duplicate Saleslogix Records In performing this operation Paribus must also manage the reassignment of associated contact information e g Contact Activities History etc The Contact rules which apply here are defined by the Contact Merge Ru
97. on results from an existing Paribus Match Session Run Report Figure 29 Paribus Discovery for Saleslogix Plug in Reports Tab Account Cleansing Tab The Account Cleansing Tab provides the ability to cleanse your Saleslogix database of duplicate Account data based upon matches you have identified within your Paribus Match Sessions This cleaning process is defined and managed through a definition known as a Cleansing Session Cleansing Sessions define all the aspects of a cleansing and de duplication process The Account Cleansing Tab provides the means to create modify delete and run Paribus Cleansing Sessions against your Saleslogix Account records As part of the standard Paribus Discovery for Saleslogix installation bundle a sample Account Cleansing Session is provided and is mapped by default to the Paribus Discovery for Saleslogix Sample Account Match Session Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 48 Processing Duplicate Saleslogix Records Match Reports i Account Cleansing Contact Cleansing Lead Cleansing o Saleslogix Account Cleansing Account Cleansing Sessions Paribus Cleansing Sessions provide the ability to de dupe cleanse and merge your Saleslogix Accounts a Cleansing Session Name Paribus Match Session Last Run Runs 2 Sample Account Cleanup Sample SalesLogix Account Match Step 1 Acc
98. ount Merge Rules Add Session Edit Session Run Session Update Unmatched Accounts Figure 30 Paribus Discovery for Saleslogix Plugin Account Cleansing Tab e The main section of the tab details a list of existing Cleansing Sessions e The Account Merge Rules button provides access to editing the Account Merge Rules for Account Cleansing see page 61 e The Add Session button enables you to create a new Cleansing Session see page 51 e The Edit Session button enables you to edit an existing Cleansing Session see page 51 e The Delete Session button enables you to delete an existing Cleansing Session Note Cleansing Sessions cannot be deleted once they have been applied to your Saleslogix database as they hold the audit history of changes applied e The Run Session button enables you to create a new Cleansing Session see page 51 Note Session can only be run once they have been fully defined e The Update Unmatched Accounts button provides access to the Account Update feature This enables the Account Type and Account Status values of unmatched Accounts to be updated see page 76 Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 49 Processing Duplicate Saleslogix Records Contact Cleansing Tab The Contact Cleansing Tab provides the ability to cleanse your Saleslogix database of duplicate
99. p Member Selected Group Member J Bread Brothers UK SalesLogix Account Name Match SalesLogix Account Name Match fe Build For Fun Logistics Match Value 21st Century Automotives Match Value Twenty First Century Automotives City Banking s D2 Fareham Heights Addr D2 Fareham Heights S Clearwater ple gt GE 8 ee P computech consultancy UK Gs y So AA Conergy Hardware Ple S eech 482700 S n 01703 548400 wi CP Compter Systems Set lt 01703 482701 CP Computer Corporation F a oo 548401 rn Cracked Limited dress Crash_Log com Sa DIA P 1 a DNA ast Updated 02 11 2004 14 01 45 Last Updated 02 11 2004 14 01 46 e G E C systems gt Harry s Auto Spares inc 2 SalesLogix Account Address Postalcode 2 SalesLogix Account Address Postalcode P HoneyDew Enterprises Inc Match Value PO16 8XT Match Value PO16 8XT Vision Ltd LR P Corporation e inland homes hampshire sl a aA Hja E El rei em cee oe Figure 21 Session Match Results Review Window Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 35 Reviewing your Saleslogix Match Results The Session Match Results window provides the means of reviewing the matches found within your Paribus Match Session This window illustrates the following 1 Match Groups All duplicates are grouped into Match Groups and are listed in the Matc
100. plicate Saleslogix Records Paribus Discovery for Saleslogix Setup Wizard Pari bus Discovery for Saleslogix amp Saleslogix Contact Merge Rules Step 3 of 4 Paribus Discovery has automatically defined a collection of Contact based Merge Rules based upon your Saleslogix database definitions Please take a moment to review your Paribus Contact Merge Rules Important Notes Automatically generated Merge rules are based upon your Saleslogix Contact related tables and those tables joined to the Contact if you have other custom tables that do not have Contact join relationships in place you must add these rules manually Failure to correctly define your merge rules could potentially result in unintentional loss of data Contact Merge rules apply to every Contact Cleansing Session you run Click the Review Contact Merge Rules button to review your Contact Merge rules ry Review Contact Merge Rules Figure 27 Paribus Discovery for Saleslogix Setup Wizard Step 3 The next step in the Setup Wizard is to review your Saleslogix Account Merge Rules Paribus has automatically generated a default set of Contact Merge Rules for you based upon your Saleslogix database system Important Note It is essential that you review the Contact Merge Rules to ensure you are satisfied with the rules defined For detailed information on defining your Paribus Contact Merge Rules see page 61 Paribus D
101. ponent Plug in is the record that will remain and inherit all associated information from the duplicates options dependent 7a Group Member Default Duplicate Record Setting a Group Member Role to Member denotes the member is an active member of the group and is classed as a Duplicate record Members Duplicates when processed by the Paribus Discovery for Saleslogix Component Plug in are the records that will be removed options dependent Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 37 Reviewing your Saleslogix Match Results X Excluded Group Member Setting a Group Member Role to Excluded denotes the member has been excluded from the Match Group and will not be processed by the Paribus Discovery for Saleslogix Component Plug in This record will not be affected Note When excluding members from a Match Group if the Match Group has less than two active members the Match Group status will automatically be changed to Void Ga For more information on Match Groups and Group Members see the Paribus online information Assisting the Review Process Summary Duplicate Information To assist you in the review process of manipulating Match Groups and Group Members additional summary information is provided in the summary area below the Group Member list The content of the summary is defined within the Information Columns de
102. r Saleslogix web site according to your normal internal procedures Step 3 Defining a Paribus Data Provider for Saleslogix To enable Paribus to match the data contained within your Saleslogix database you must define the source of that data This is achieved by defining a Paribus Data Provider Important Note The Saleslogix database defined within your Data Provider must be a Saleslogix Host Database This ensures the content of the database is complete Firstly start your installation of Paribus from the application icon and log into the Paribus Control database your created during the installation of Paribus If you have not yet achieved this step see the Paribus Getting Started Guide to established how If greeted with a welcome screen offering the ability to Import Paribus Definitions or Define Paribus Definitions Manually select Define Manually From the main Paribus application screen select left click the Data Providers icon in the left hand navigation bar Pris This will display a list of existing providers Right click the icon and select New Data Provider from the popup menu This action will display the Configure Data Provider dialog Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 15 Setting up Paribus Discovery for Saleslogix ZS Configure Data Provider i x T Name SalesLogix Database r Connection Settings
103. rd set for details on how to establish your own Match Definitions see the Paribus product on line help information How to Import Saleslogix Match Definitions Firstly start your installation of Paribus from the application icon and log into the Paribus Control database your created during the installation of Paribus If you have not yet achieved this step see the Paribus Getting Started Guide to established how Manage Control Database Once you have successfully logged into Paribus Connect to Control Database F2 select the File menu and Import Paribus Definitions Licence Manager Control Database Creator This will open the Import Paribus Definitions dialog Import Paribus Definitions Import Paribus Definitions We x amp Paribus Definition File C Paribus Application Support S alesLogix Definitions Paribus for SalesL el The following items will be imported from the selected Paribus Definition File ItemName term Type Action Yj Sample SalesLogix Account Match Step 1 Match Session Add New Ki Sample SalesLogix Contact Match Step 2 Match Session Add New SalesLogix Account Name Match Match Set Add New SalesLogix Contact Name Match Match Set Add New SalesLogix Account Account Manager Match Condition Add New KM SalesLogix Account Address City Match Condition Add New SalesLogix Account Address Country Match Condition Add New S
104. rds Perform a complete backup of any host database s to which Paribus Discovery connects to obtain match data Note Paribus Discovery does not alter any data in host databases as part of the matching and review process Changes are only made by subsequent updates imports via Paribus Discovery Plug in Tools If possible perform any match processes or updates using live databases outside of normal operational hours We highly recommend that where applicable all remote Saleslogix databases should be fully synchronised with the main host database before any updates are performed Table of Contents Table of Contents TOES ac sake ee ocd E ee ec ene ns Fea E eeeeaces 3 Copyright Information BEE 3 le ul 3 DisclaiM Et arusini anaa aa aa aA E E a EAA E a aE T a a AOE 3 Table OT Ee eessen eege 4 MVE WG ee 8 Other Related Information 2 iscvcdassscei oc sasarvecaaseiten deaivedsatahdonsntai ed dee deed eer 8 About Paribus Discovery for SaleSlOGix cccccceeeseeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeseneeeeeeeeeeeeees 9 Pre defined Set of Paribus Match Definitions A 9 Custom Component Plug in for Reviewing Matches 9 Custom Component Plug in for Processing Duplicates ccecceeeeeeeeteeeeeeteneeeeeeseeeeeeeeseeeeeeeeteeeeeneeeeas 10 NA UL sisis ienris hee ade tenance tance te sedans Eaa aa taaa cence eee ete 11 Client WOrkKSLatiOn cae cssvecsexess acedatvsadecsasortssatvectexensaccedabnsvacdensaaddanhiecdsvesheacedabassec
105. re the Saleslogix database you are logged into is the same database that was used to generate the matches you are reviewing Clicking the Close button will close the Group Options dialog and return you to the Paribus Review window Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 41 Processing Duplicate Saleslogix Records Processing Duplicate Saleslogix Records This section outlines how to process the Saleslogix duplicate records you have identified in the previous sections If you have not yet completed the previous steps or do not yet have any duplicate Saleslogix records to process please refer to the previous sections The Paribus Discovery for Saleslogix Component Plug in Processing of duplicate Saleslogix Accounts and Contact is all achieved using the Paribus Discovery for Saleslogix Component Plug in The component plug in has been especially written to operate with Saleslogix databases and uses the Saleslogix application interface SLAPI Saleslogix version 5 and the Saleslogix OLE DB Provider Saleslogix version 6 The component plug in ensures that all Saleslogix security and synchronisation requirements are fully considered Access to the Paribus Discovery for Saleslogix Component Plug in is available from the main Paribus application Select the Tools menu Plugins and the Paribus for Saleslogix Account Contact Cleansing option
106. rect project within Application Architect e Make sure that the Application Architect project is an up to date reflection of your web site Preferably the existing web site should have been built from the project you are about to use Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 14 Setting up Paribus Discovery for Saleslogix Once you are happy that you have the correct environment ready proceed as follows Copy the web bundle Paribus Discovery for Saleslogix Web zip from your Paribus Installation Package into the root of you C drive or somewhere else that has a short path name Saleslogix Application Architect will not be able to process the bundle if the path name is too long Open up the Saleslogix Application Architect and select the web project 1 Right click the root of the tree in the Project Explorer and select to Install Bundle 2 Navigate to the Paribus Discovery for Saleslogix Web zip bundle and click the Open button 3 Follow the instructions on screen to complete the bundle installation Upgrading an Existing Bundle If you have a previous version of the Paribus Discovery for Saleslogix web bundle installed you will need to upgrade this to the latest bundle provided Upgrading should be achieved the same way the step above Build and deploy your Saleslogix web site Once the bundle has finished installing build and deploy you
107. rge Base Account Table ind Merge Rule Settings Use this rule to merge missing items within the base SalesLogix Account table This rule will also preserve all phone numbers and manage Do not solicit flags Merge Options V Record Unmerged Account Data Record any unmerged data into the Merge Data Repository within SalesLogix Important Note Merge Rules apply to all Cleansing Sessions Close KE Figure 38 Paribus Merge Rules Account Contact Merge Rules Tab The Merge Rules Tab defines how merging of the main entity Account or Contact will be managed When merging Accounts additional options to denote how Saleslogix Contacts should also be merged for Account merging only Main Account Contact Record Merge Rule This defines the Paribus merge rule that will be used to merge data within the main Account or Contact table ACCOUNT or CONTACT Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 61 Processing Duplicate Saleslogix Records Selecting a Merge Rule here denotes what rule will be applied during this process see Paribus Merge Rules on page 69 for a complete list of available Merge Rules The Merge Rule Settings button provides access to advanced options for the selected Merge Rule if available Record Unmerged Data The option to Record Unmerged Data provides the ability to record an
108. rovide the information used to drive the matching process For more information on configuring Data Sets see the Paribus on line help information Performing the Test To test the Data Set and the Data Provider you created in Step 2 perform the following e Ensure the Data Provider is the one you defined in step 2 e Click the Test button to perform a test of the Data Set This test will not only test the content of the Data Set Definition but also test the Data Provider definition e Ifthe test was successful the message box similar to the follow will appear detailing the count of records e g Saleslogix Accounts in your Saleslogix database CT x i Data Set test completed successfully Records in Data Set 14269 e lf the test was not successful the Paribus Data Set Test Transaction dialog should appear providing information on the nature of the failure Check the actions defined in the preceding steps have been defined correctly and retry the test again Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 23 Setting up Paribus Discovery for Saleslogix If the problem persists please contact your Saleslogix Administrator e Toclose the Data Set Definition dialog click the Cancel button Previewing Data Set Results If the Data Set test was successful you may preview the data provided by the Data Set by clicking the Preview butto
109. s Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 60 Processing Duplicate Saleslogix Records Account and Contact Merge Rules This section outlines the Account and Contact Merge Rules that are used by the Paribus Discovery for Saleslogix Component plug in These rules determine how your Accounts and Contacts are merge during a duplicate cleansing processing Important Note The Account and Contact Merge Rules are defined globally and apply to all Paribus Cleansing Sessions Changing your Merge Rules will effect all the Sessions you run An initial set of Account and Contact Merge Rules are automatically defined by the Paribus Discovery for Saleslogix component plug in during the initial setup process of the plug in These rules are built dynamically based upon your Saleslogix database including any custom related tables The Account and Contact Merge Rules can be accessed whilst defining any of your Paribus Cleansing Sessions see page 51 Paribus Discovery for Saleslogix Account Merge Rules x Account Merge Rules Reassign Account Contacts Merge Associated Account Records f Saleslogix Account Merge Rules Tmin Define the Merge Rules Paribus should use to merge Saleslogix Accounts Main Account Record Merge Rule Ze Select the merge rule you wish to use for merging duplicate Accounts into the Master Account record Account Table Merge Rule Me
110. s Provides a Contact view of the Audit data Form Account Paribus Account Merge Data Provides a view of the Account Merge Data Repository Merge Data Repository Saleslogix version 6 only Form Contact Paribus Contact Merge Data Provides a view of the Contact Merge Data Repository Merge Data Repository Saleslogix version 6 only Form Paribus Merge Data Account Contact Management window on the Data Repository Saleslogix version 6 only Script QGMCH_ParibusAccountResult_Goto Script used by the views to provide drill around go to of associated Account records Script QGMCH_ParibusContactResult_Goto Script used by the views to provide drill around go to of associated Contact records Group Account Paribus Dupe Contacts Query to display duplicate Contacts after an Account merge process has taken place Group Account Paribus Dupe Accounts Query to display duplicate Accounts after an Account merge process has taken place Group Contact Paribus Dupe Contacts Query to display duplicate Contacts after a Contact merge process has taken place The Bundle File s The Bundle file s should be located on your Paribus Installation Package under Application Support Saleslogix LAN Bundles or alternatively supplied directly by your Paribus software supplier or Saleslogix Business Partner Saleslogix Version Bundle Name Version 6 and above Paribus Discovery for Saleslogix v1 5 0 sxb Installing the Bundl
111. sion s match results any records that did not match any other in the underlying data However storing the extra records incurs additional overhead that can be avoided if the unmatched records are not required to be logged Use Native OLEDB Drivers in Data Providers When configuring the connection to the underlying data in a Data Provider always use the native OLEDB Provider where possible Native OLEDB providers are usually more efficient than their ODBC counterparts Only use an ODBC connection if a native OLEDB provider is unavailable Select Data Set fields and joins with care Including many information columns in a Data Set s definition can be very beneficial when reviewing the match results However more information columns and associated database table joins can slow the matching process Therefore only include those columns that are useful and likely to be well populated with data Index the underlying data tables Look ups on the underlying data will be quicker if the relevant columns in the database table s have appropriate indexes in place Typically the Primary Key Foreign Key and Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 85 Appendix A Achieving Effective and Efficient Matching any join columns defined in the Data Set should be indexed Likewise if any filters are being used the look up columns of those filters should also be i
112. sults ecccccesseeeeeeeeeeeeeeeseeeeeeeeeeeeeeeseneeeeneeees 35 The Paribus Review Wmdow seeiis EEEE EASRA a AAS 35 Review Process Objectives A 36 Match Group Statuses for Saleslogix Results c ceeeceeeeceeeneeeeneeeeeeeeeeeeeeeeeaeeeeeeeeeaeeseaeeseaeeseeeseeeseneeeeaees 37 Group Member Roles for Saleslogix Hesults nenne 37 Assisting the Review Process Summary Duplicate Information ccccecceeeeeeeeeeeseeeeeeeeeseaeeeeeeeseeeeeneeens 38 Recording Notes and Comments s sesseseeeseeeseeeteettnttesttttttatinetttetttttnttknsttastractnattnntnainaenattastnacenaenneennen 38 Part Review Part Process DUpliCates AAA 38 Saleslogix Group Options ege Matar ele eae i ee i a ee ont 40 Processing Duplicate Saleslogix RecordS ccssseeeeeeeeeeeeeeeeeneeneeeeeeeeseeeeeeeeeeeeeeeeenneees 42 The Paribus Discovery for Saleslogix Component Plug jn 42 Paribus Discovery for Saleslogix Plug in Saleslogix Database Login ccccccessscceeeeeseeeeeeeeeessneeeeseees 43 Paribus Discovery for Saleslogix Setup Wizard eccccceeceeeeeceeeeeeeeeeeeaeeeeaeeceeeeesaeeesaeeeeneeenaees 44 Paribus Discovery for Saleslogix Plug in Main Men 47 Match Reports Leben ccs eee tle a ee aa Breet ye OE ee I ieee et eA a eeee 48 Account Gleansing RRC EE EN 48 Contact Cleansing Taber sicresctte a easecccetine entices eeatetiodam neue eee ie oe emer 50 Gad ClCAnSING Tab E 51 Account Contact Cleansing Gesslons nnen nt
113. t up see page 21 provides two example Match Sessions One for matching Saleslogix Accounts Match Process 1 and another for matching Saleslogix Contacts Match Process 2 Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 27 Identifying Matching Data in Saleslogix Running a Paribus Match Session Let s begin by running the first of our Paribus Match Session to identify matching Saleslogix Accounts To achieve this we will use the sample Match Sessions supplied in the Match Definitions we imported earlier Ki From the main Paribus application screen select left click the Match Sessions icon in the left hand navigation bar atch This will display the list of existing Match Sessions From this list locate the item entitled Sample Saleslogix Account Match Step 1 and Right click it and select Run Session from the popup menu This action will display the Identify Matches dialog Identify Matches Ki Sample SalesLogix Account Match Step 1 Match Set SalesLogix Account Name Match CA Matching Process Standard Matching Method QMatch 80 Data Set rel SalesLogix Account Account Name Match Filter e No filter Records Data Set M SalesLogix Account Account Name 3 With Filter Ga No filter Records ef Match Results Matches Found 0 Match Tasks Se Initialising Session Building Paribus Matc
114. t or Contact obtained during the match process Member Tag Contains any tag information that was attributed to the Account or Contact during the match review process Result Code Master Contains the result code of the matching process Duplicate What this Account or Contact was in the Potential Duplicate matching cleansing process Result Contains a description of the action process that took Description place regarding this Account or Contact SecCodelD Contains the Saleslogix security Code SECCODEID value this Account or Contact had before it was hidden Status Contains the status of the Account of Contact processed by the Paribus match cleansing process Duplicate Denotes the Account Contact is identified as a duplicate of another but has not yet been merged Duplicate Merged Denotes the Account Contact is identified as a duplicate and has been merged with master Duplicate Merged Hidden Denotes the Account Contact is identified as a duplicate as has been merged with master and hidden from view Viewing Paribus Audit Results The Paribus Audit Results can be viewed for any given Account or Contact using the Paribus Audit Results data view tab supplied in the Paribus Discovery for Saleslogix bundle If this tab does not appear in your Saleslogix Sales Client application contact your Saleslogix systems administrator Paribus Discovery Paribus Discovery for Saleslogix User Guide
115. tatistics Session Name 001 Acct Name 99 Postcode 99 Filter Session Code SLXACCSAMPLE Unmatched Items 0 Update all unmatched Saleslogix Accounts with Update Account Type to Blank Entry M Update Account Status to Blank Entry v 7 Update Account Owner to System Everyone v J Update Account Manager to Administrator None v IT Create Saleslogix Paribus Result Entry M Synchronise Updates Progress 0 paat Close Figure 46 Paribus Discovery for Saleslogix Update Saleslogix Accounts Paribus Match Session Firstly select the Paribus Match Session containing your Unmatched Account records by clicking the Select button This action will display the Paribus Match Session Selection dialog containing Single Data Source Sessions only Update all unmatched Saleslogix Accounts Unmatched Saleslogix Accounts can be updated as follows Account Type To update the Account Type value check the checkbox and select the Account Type value from the drop down list The list of available values is from your Saleslogix pick list definitions Selecting the Blank Entry item in the drop down list will blank the Account Type value during the update Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 77 Processing Duplicate Saleslogix Records Account Status To update the Account St
116. ted on returning to the Import Paribus Definitions dialog the main list should contain the definition items you wish to import The Action column denotes which action will be taken during the import If a definition item already exists this will be overwritten if required Ifa definition item does not exist the action will be to add as new The Replace Overwrite Sessions checkbox denotes if an existing Match Session will be overwritten if applicable Data Set Provider When importing definitions that contain Paribus Data Set definitions Data Maps it is necessary to denote the Data Provider definition that will be providing the data to those Data Sets In the Data Set Provider section select the Data Provider you defined in Step 2 on page 14 If you have not yet completed step 2 click the New button and carry out step 2 now Finally click the Import button to import the selected Paribus Definitions Step 5 Testing Your Set up Once you have successfully defined your Data Provider Step 2 and imported the Paribus Discovery for Saleslogix Match Definitions step 3 you are now ready to test your set up to ensure Paribus is correctly configured to access your Saleslogix database Data Sets From the main Paribus application screen select left click the Data Sets icon in the left hand navigation bar This will display the list of Data Sets From this list locate the item entitled Saleslogix Account Accou
117. us Discovery for Saleslogix 2 Once you have selected the provider click Next gt gt F Data Lini Properties x Provider Connection Advanced Al Specify the following to connect to this data 1 Enter the data source and or location of the data Data Source SalesLogix Locatior 2 Enter information to log on to the server Use Windows NT Integrated security Use a specific user name and password User name sysdba mees Password I Blank password M Allow saving password j Enter the initial cata og to Use Figure 6 Data Link Properties Dialog Connection Tab From the Connection Tab complete the following details relating to the Oracle Server hosting your Saleslogix database Data Source This is the Oracle Alias name defined within your Oracle client setup tnsnames Logon Information Select the Use a specific user name and password option and specify the user name and password that owns your Saleslogix database this is typically sysdba Allow saving password Selecting this option avoids users needing to know or remember this when later performing a match process Recommend checking this option Test Connection Use this button to test your connection details are valid and correct If tested successfully click the OK button to return to the Configure Data Provider dialog to continue configuring your Data Provider see page 20 If your test was not successful
118. ve Duplicate Records No Action This option provides the ability to leave duplicate related records under the relationship of the duplicate entity This option is essentially the same as disabling the merge rule The use of this option is likely when a table relationship is automatically discovered by the Paribus plug in however no action is required An example case for utilising this option might be the requirement to leave history and activity information relating to the duplicate entity and not have this reassigned to the master entity Warning Note When leaving duplicate related records these values may well become orphaned when their duplicate entity is removed If this is not required you may wish to consider one of the other merge operations Delete Duplicate Records As the name suggests this option will simply delete all duplicate related records for this table relationship An example case for utilising this option would be for any duplicate related data that is not required to be reassigned to the master entity and is no longer required in the system Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 66 Processing Duplicate Saleslogix Records Defining Merge Operations 1 to 1 Table Relationships If the merge operation relates to 1 to 1 table relationship when editing the operation the following dialog will be displayed O Defi
119. x users 3 Merge all associated Account or Contact information to the Master Account or Contact 4 Then perform several sync cycles between your host and remote databases to ensure the duplicate processing changes are fully synchronised Note See the Remote Systems Tab within your Cleansing Session for an active status on synchronised databases 5 Any items received from remote databases relating to duplicate Accounts or Contacts will now reside in the host database 6 Repeat steps 1 to 3 again Important Ensuring when re running the process to use the same Paribus Match Session as before see warning below Note Only records that were not previous processed will be included in subsequent re runs of the process 7 Repeat steps 1 to 3 until you are confident that 8 All changes have been synchronised back and forth 9 No remote databases are creating orphaned data because they are unable to utilise hidden Accounts Contacts a CH a Finally re run the Cleansing Session process again however this time opting to delete the duplicate Accounts or Contacts Important Ensuring when re running the process to use the same Paribus Match Session as before see warning below Important Warning Ensure you do not delete or modify the content of your Paribus Match Session whilst it is being used in the above process Paribus Discovery Paribus Discovery for Saleslogix User Guide Copyright QGate Softw
120. y Paribus Discovery for Saleslogix User Guide Copyright QGate Software Limited All rights reserved 68 Processing Duplicate Saleslogix Records Duplicate Processing Rules Tab section on page 55 Paribus Merge Rules Paribus provides a collection of standard Merge Rules for merging 1 to 1 related Saleslogix data These are outlined in the following table Merge Rule Name Description Merge Base Account Table Use this rule to merge missing items within the base Saleslogix Account table This rule will also preserve all phone numbers and manage Do not solicit flags Merge Base Contact Table Use this rule to merge missing items within the base Saleslogix Contact table This rule will also preserve all phone numbers and manage Do not solicit flags Merge Missing Data Items This rule will merge 1 to 1 data items from duplicate records into the Master record where any item in the Master record is blank Keep Newest Record This rule will overwrite 1 to 1 Master records with the duplicate if the duplicate record is newer Merge Contact Lead Source Use this rule to merge the Contact Lead Source table Custom Merge Rules Paribus also provides the ability to develop custom merge rules to meet specific business needs for specific customer requirements If you have a particular or peculiar data structure requiring dedicated business logic to be applied during data merging then custom merge rules can be deve
121. y 1 to 1 data item from the duplicate record s that could not be merged into the master record into the Paribus Data Repository The Paribus Data Repository is a data store linked to Saleslogix Accounts and Contacts which records any 1 to 1 duplicate data into a 1 to many related Account or Contact record A practical example of how the Data Repository might be as follows Say the master Account has a web site e g www QGate co uk however one or other of the duplicates also has a different web site e g www QGate com As the master Account already has a website along with the duplicate however each value different using the Record Unmerged Data option will record the duplicate website into the Paribus Data Repository For more information on using the Paribus Data Repository see page 82 s Paribus Discovery for Saleslogix Account Merge Rules Account Merge Rules Reassign Account Contacts Merge Associated Account Records amp Reassign Account Contacts Whilst Paribus is merging Saleslogix Accounts please define the rules by which you wish to reassign Account Contacts B V Reassign Account Contacts Recommended e Select this option to reassign Account Contacts during the merging of Saleslogix Accounts ar The rules for reassigning Account Contacts are based upon your Contact Merge Rules eters Contact Ownership Management Iw Automatically Inherit New Contact Ownership Security Select this opti

Paribus Discovery for Saleslogix User Guide

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