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Paribus for Sage CRM User Guide

1. Figure 35 Establish Merge Rules Methods Option 1 Auto Analysis This option will query Sage CRM to automatically establish Paribus Merge Rules for your Sage CRM entities Company People which also includes Custom entities This is the recommended option to setup your Paribus Merge Rules as it will also reflect any Sage CRM customisations Note If the option to Auto Analyse is not available this is because an optional step was skipped during the installation of the Paribus for Sage CRM Support Component Please see the section Pre Requisites Page 9 for more information After you have selected the Auto Analysis option click Next gt to start the Merge Rule import establishment process Figure 37 Option 2 Use Default Merge Rules This option populates your list of Paribus Merge Rules using a pre defined set from a standard Sage CRM installation However because it does not analyse your Sage CRM installation it will not reflect customisations to Sage CRM if any After you have selected the Use Default Merge Rules option click Next gt to start the Merge Rule import establishment process Figure 37 Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 57 Merge Rule Management Option 3 Import Merge Rules from file This option allows you to import Paribus Merge Rules from a previously exported Merge Rule Definition MRD file These MRD files c
2. This can be useful for Technical Support departments who may want more information to determine any potential issues with Paribus for Sage CRM Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 60
3. Paribus for Sage CRM is an extension of the main Paribus application providing custom integration with the Sage CRM system Contained within the main Paribus application the Sage CRM integration provides direct access to your Sage CRM database for the processing of duplicate Sage CRM Companies and People identified by a Paribus matching process This integration includes Paribus Match Definitions are used in the Paribus matching processes to identify matching information i e duplicate Companies People A pre defined set of Paribus Match Definitions mapping to all the major data entities of a Sage CRM database model are provided with the Paribus for Sage CRM integration These entities include e Company e Person e Address e Telephone Numbers e Websites and email Addresses Furthermore the Paribus application provides the ability to customise and or add additional definitions as required Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 7 About Paribus for Sage CRM Once Paribus has identified matching information e g duplicate Companies and or People within your Sage CRM database the Paribus for Sage CRM Custom Component provides a complete data management facility for processing duplicate records Processing Removal of Duplicate Records The processing of duplicate records is provided for both Sage CRM Companies and People and includes the following features Reassig
4. Provider you are now ready to define the additional settings Data Provider Connection Settings Connection Settings Data Source Type Microsoft SQL Server Server Data Source PN CRM61 VM SQLEXPRES OLEDS Databaze Name CRM Connection Timeout 300 Seconda unlimited Figure 6 Connection Settings of Data Provider This section outlines the now completed Connection Settings information that you defined in the previous section To change these details click the Configure Connection button again 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 Authentication f Use Windows NT Security Trusted Connection e Specify User Name and Password User Name lza Paseword Se W Save Password Figure 7 Authentication Details of Data Provider The authentication details should also now be completed with the information that you defined in the previous section Note For more information on configuring Data Providers see the Paribus on line help information Now that you have configured your Data Provider for the Sage CRM database click the OK button to return to the Import Paribus Definitions screen Now click the Import button to import the Paribus
5. Definitions which will use your newly created Data Set Provider Finally click Close to return to Paribus where you should see your imported definitions Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved D Setting up Paribus for Sage CRM Plug in E el Q Actina VA TP Paes b Vuen far C as el adi BEATA Ww 4 w ZA r WW Qa gei Ka K Once you have successfully imported the Paribus for Sage CRM Match Definitions and defined your Data Provider Steps 1 and 2 you are now ready to test your set up to ensure Paribus is correctly configured to access your Sage CRM database From the main Paribus application screen select left click the Data Sets icon in the left hand navigation bar pata ez This will display the list of Data Sets From this list locate the item entitled Sage CRM Company Name and Right click it and select Edit Data Set from the popup menu This action will display the Data Set Definition dialog Data Set Definition Sage CRM Company Name Data Selection Fiters Options Notes Data Selection Data Provider Sage HM DB Primary Key Table Key Comp_Companyld Relationship Foreign Key Comp_Companyld Match Value Match Member Description Information Columns For display purposes optional Addr_Cou ntry Suppress NULL values in Information Columns From Table s dbo vCompany inner join dbo vAddress on Comp Primar
6. observations or comments against the matches as you review them which can then be viewed again later Match Group Notes E 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 of data e g Marketing code Campaign code to a Group Member Note The Tag will be recorded against the Company s or Person s Paribus Audit record during the processing of duplicates Part Review Part Process Duplicates Paribus and the Paribus for Sage CRM Plug in enable you to part review a set of Match Results and process only those that have been reviewed i e Match Groups with a Group Status of Reviewed NI 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 Sage CRM 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 for Sage CRM User Guide Copyright QGate Software Li
7. on information established from your Sage CRM database Please take a moment to review your Paribus Merge Rules Important Notes Failure to correctly define your Paribus Merge Rules could potentially result in unintentional loss of data o Paribus Merge Rules apply to every Cleansing Session you perform Paribus automatically generates Merge Rules by analysing known relationships to Standard Cors Entities as well as Custom Entities created using the Advanced Customization Wizard Figure 38 Establish Merge Rules Complete Upon clicking Finish you will be taken back to the Merge Rule Management screen Page 53 where you will see your updated list of Paribus Merge Rules Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 59 Plug in Settings Plug in Settings The Settings page allows you to configure aspects of the Paribus for Sage CRM Plug in Currently this screen only allows you to configure the logging level which determines how much information Debug Errors Info get recorded to a SageCRMPlugin log file located in the Paribus application folder Paribus for Sage CRM PariDUS for Sage CRM Plug in Settings Use this section to define your plug in settings as required Paribus Merge Rules S Plug in Settings Server PR CRM 2 VM CRM Install CRM Version 6 2 User admin Figure 39 Plug in Settings
8. reserved 52 Merge Rule Management Merge Rule Management Paribus for Sage CRM provides the ability to merge duplicate Sage CRM Companies and People into a single master Company Person record This is achieved through a series of Paribus Merge Rules which define the data relationships and the data by which to merge Paribus Merge Rules must be defined before any merge operation can be performed and are uniquely defined for each Sage CRM database To manage Paribus Merge Rules simply click on the Paribus Merge Rules icon see opposite from the Main Menu screen This will display Paribus Merge Rule information in the right hand pane Figure 31 EI Paribus Merge Rules Paribus for Sage CRM provides the ability to merge duplicate Sage CRM Companies and People into a single master Company Person record This is achieved through a series of Parbus Merge Rules which define the data relationships and the data by which to merge During the merge process all associated Company Person information can be merged including 1 to 1 data to many data Custom table data Paribus Merge Rules must be defined before any merge operation can be performed and are uniquely defined for each Sage CRM database Manage Merge Rules Figure 31 Paribus Merge Rules This page describes Paribus Merge Rules and their usage in the Data Merge process To manage Paribus Merge Rules Page 54 click on Manage Merge Rules
9. the processing of duplicates Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved ap Reviewing your Sage CRM Paribus Match Results 7 Query Setting a Match Group status to Query denotes you have a query against this Match Group and wish to return to this ata 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 Sage CRM Results For the purposes of processing duplicates by the Paribus for Sage CRM plug in the following Group Member Roles apply Note The Member Roles listed here are for Single Data Source matches only 1 Primary Member Setting a Group Member Role to Primary denotes the Master Record member is an active member of the group and is classed as the Master record The Primary Member Master when processed by the Paribus for Sage CRM Plug in is the record that will remain and inherit all associated information from the duplicates options dependent 4 Member Default Setting a Group Member Role to Member denotes the Duplicate Record member is an active member of the group and is classed as a Duplicate record Members Duplicates when processed by the Paribus for Sage CRM Plug in are
10. Important Note The Sage CRM database defined within your Data Provider must be the primary Sage CRM Database This ensures the content of the database is complete In the Data Set Provider section click the New button which will display the Configure Data Provider dialog Figure 3 Configure Data Provider Connection Settings Configure Connection Data Source Type ze Server Data Source Database Name Connection Timeout 300 Seconds Unlimited Authentication Use Windows NT Security Trusted Connection Specify User Name and Password User Name Password Save Password Figure 3 Configure Data Provider Dialog This dialog provides the means of defining the connection to your Sage CRM database which in this example is a Microsoft SQL Server connection e Give your Data Provider a meaningful name we recommend denoting Sage CRM in the name is advisable for future reference e Click the Configure Connection button to begin defining the connection to your Sage CRM database From the Data Link Properties dialog Provider tab select the Microsoft OLE DB Provider for SQL Server provider Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 18 Setting up Paribus for Sage CRM Plug in EN Data Link Properties Provider Connection Advanced All Select the data you want to connect to MediaCatalogDB OLE DB Provider MediaCatalo
11. Note When you first visit the Merge Rules Management screen Paribus for Sage CRM will automatically launch the Establish Merge Rules wizard see Page 57 to help you to populate your list of Paribus Merge Rules Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 53 Managing Paribus Merge Rules Merge Rule Management Paribus Merge Rules define the relationships to associated tables that you wish to include as part of an entity Company Person merge operation The Manage Paribus Merge Rules page Figure 32 allows you to control which Merge Rules should be used for all data merge operations Manage Paribus Merge Rules le Manage Paribus Merge Rules Paribus Merge Rules define the associated tables you wish to include in a merge operation Company Merge Rules Rule Name 4 Address Link a Cases i Comm_Link G DData wl LJ Email J G Library w Marketing 2 Multiple EntityLink a Notes Ga Opportunity EI Person LJ Person_Link i Phone L Reseller i Team HHY E E E HKOKAKHKAHAAAA R C Show Hidden Merge Rules Establish Rules Export Rules Company Relationship Address_Link AdLi_Companyld Cases Case _Primandcompanyld Comm_Link CmLi_Comm_Companyld DData Email Emai_Company D Lead Lead_PrimanCompanyld Library Libr_Companyld Marketing Mrt_Companyld Multiple EntityLink Notes Note_Foreignid Opportunity Oppo _Prim
12. Paribus Version 1 4 Paribus for Sage CRM User sage QGate Software Limited D2 Fareham Heights Standard Way Fareham EI RRE Hampshire UK PO16 8XT Telephone 44 0 1329 222800 info QGate co uk QGate co uk software S QWare components are products of QGate Software Limited QGate Software Limited All rights reserved ve Solution Provider Premier Solutions Partner 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 2008 Copyright QGate Software Limited Paribus is a trademark of QGate Software Limited QMatch is a trademark of QGate Software Limited Sage CRM is a trademark of Sage Software Inc All rights reserved 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 Safeguards Perform a complete backup of any database s to which Paribus connects to obtain match data Note Paribus does not alter any data in databases as part of the matching and review proc
13. an Inc Technology Acal Domecg Ltd Accantia Lid Access Office Accord Holdings Accounting Inc Ace Solutions Adams Computer Lid Advanced Human Advanstar Security Advent Security Aeromatic Assurance Aerotek UK Afb Services amera al Baird House Suite 17 3151 W Behrend Dr 217 Maclellen Street 2nd floor Tower Bridge Burmah Castrol House Cheapside House 22 24 Worple Road Central House Unit 3 Charters House Crawpeel Road 2255 North Dubuque R 33 Cavendish Square Geoffrey House E P House Mill Lane 1061 W Jackson Bhd Central House Saturn Facilities 2645 Chancellor Dr Langdale House Bank of America Hous 50 Ludgate Hill Fitzroy House z 1307 New York Awe N a The Data Set Preview Results dialog displays a list of records 100 by default established from the Data Set definition this includes e Primary Key The Primary Key value of the Data Set e Relationship Key The Relationship key value of the Data Set e Match Value The value s that will be used to match data from this Data Set e Match Description The description is the value that will appear in the Match Review process e 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 for Sage CRM User Guide Copyright QGate Software Limited A
14. an be created by using the Export Rules button from the Manage Merge Rules screen On the next screen you will be asked to Browse for the MRD file that you would like to import Merge Rules from Figure 36 Paribus for Sage CRM Establish Merge Rules Del Establish Merge Rules Browse for Merge Rule file to Import Choose File EES Figure 36 Browse for Merge Rule Definition MRD file Once you have chosen the file to import from click Next gt to start the Merge Rule import establishment process Figure 37 Paribus for Sage CRM Establish Merge Rules ES Establish Merge Rules Establishing Merge Rules Analysing Person Merge Rules Figure 37 Establishing Merge Rules Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 58 Merge Rule Management After establishing your Paribus Merge Rules you will be presented with a summary screen Figure 38 Note It is important that you take a moment to review your Paribus Merge Rules regardless of the method used to establish them Merge Rules define entity relationships for Paribus to merge data by therefore failure to correctly define your Paribus Merge Rules could potentially result in unintentional data loss Paribus for Sage CRM Establish Merge Rules Establish Merge Rules Paribus Merge Rule Analysis Completed Successfully Paribus has automatically defined a collection of Paribus Merge Rules based
15. anCompanyld Person pers_companyid Person_Link Del Copal Phone Phon_CompanylD Company comp_intforeignid Team Figure 32 Manage Paribus Merge Rules Ge VU gata Toggle Hide ee There are two types of Paribus Merge Rules System and User System Merge Rules have either been established by auto analysing the Sage CRM database or by using the pre defined default Merge Rules User Merge Rules are any that have been added manually by the user The types are distinguished in the list by colour System in black text User in blue Other functions e To find out how to Add Edit Paribus Merge Rules see Page 56 e To establish auto analyse or import Paribus Merge Rules click on Establish Rules see section Establishing Paribus Merge Rules Page 57 for more information e You can also export your set of Paribus Merge Rules to a Merge Rule Definition MRD file by clicking on Export Rules Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 54 Merge Rule Management Switching Paribus Merge Rule Display By default Company Paribus Merge Rules are displayed initially To change which relationship of Paribus Merge Rules to manage simply click on appropriate the icon on the left hand side For example to switch to Person Merge Rules simply click Person Merge Rules Enabling and Disabling Paribus Merge Rules Each Paribus Merge Rul
16. bus 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 Sage CRM Company Person names Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 31 Identifying Matching Data in Sage CRM Match Conditions The Match Conditions Tab denotes what additional conditions match criteria should be applied when matching your Sage CRM Company and Person names Select from the following Match Conditions to apply to the above Data Sets Match Condition Name KM Sage CRM Company Address Postcode QOMatch 90 Ni TT KM Sage CRM Company Address City QOMatch 85 TT KM Sage CRM Company Address Country OMatch 90 TT KM Sage CRM Company Address nei OMatch 80 TT KM Sage CRM Company Address State ODMatch 90 DI Sage CRM Company Email Address ODMatch 85 DI Sage CRM Company Fax QOhiatch 80 T KM Sage CRM Company Phone ODMatch 80 Match Condition Operator fe AND OR Figure 14 Match Session Match Conditions Tab In the case of matching Sage CRM Company names a Match Condition of Postcode or Address Line1 typically provides an effective condition to the matching process Other Match Conditions can also be added if required In the case of matching Sage CRM Person names a Match Condition of Company ID typically provides an ef
17. data merge process they will be identified here Paribus for Sage CRM Data Merge Wizard Paribus Merge of Sage CRM Companies Step 7 of 7 Paribus Merge Statistics Merge Status Merge operation completed successfully Match Groups Processed 13 Entities Merged Entities Skipped Paribus Merge Results Master Duplicate Status Description bad National American American Ltd Merged Duplicate entity merged successfull The Brewer Brewer Solutions Merged Duplicate entity merged successfully British Holdings Ltd British Holdings Merged Duplicate entity merged successfull British Holdings Ltd British Trading Merged Duplicate entity merged successfull International Solutions International plc Merged Duplicate entity merged successfull Internet Hotel Plc Internet Hotel Ltd Merged Duplicate entity merged successfull Lend International L Lend International Ltd Merged Duplicate entity merged successfull Mondial Limited Mondial Merged Duplicate entity merged successfull O Rourke Structural O Rourke Structural Merged Duplicate entity merged successfull a fl gt Click the Finish button to exit the Paribus Data Merge Wizard Figure 30 Data Merge Summary Note Unfortunately the audit log cannot currently be saved or printed but future releases of Paribus for Sage CRM will support these features Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights
18. e 20082008 17 09 25 Py Sage CRM Sample Company Match LOW Match score Single 2o07 2008 15 16 12 Match Session Summary n Session Status Session Ready 1 reviewed groups Match Groups Session Code ACCPAC COMP DEMO Reviewed Groups 4 Match Members 2 Session Data Type Single Data Source 4 0 Unmatched Members Data Set A M Show Valid Sessions Only Select Cancel Help Figure 23 Paribus Match Session Selection Once you have chosen your Match Session click Select to return to the Data Merge Wizard You should now see the details of your chosen Match Session Figure 24 Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 44 Processing Duplicate Records in Sage CRM Paribus for Sage CRM Data Merge Wizard Paribus Merge of Sage CRM Companies Step 1 of 7 Select Paribus Match Session Results Select a Paribus Match Session Results you wish to use for this merge operation Paribus Match Session Sage CRM Sample Company Match Single Data Source This Match Session performs a match of duplicate companies based upon similar names within the same postcode region Click Next to continue Figure 24 Match Session Selected At this point if you have chosen the wrong Match Session you can pick a different Match Session by clicking Select Session again Otherwise click Next gt to continue The Data Merge Wizard will now perf
19. e SUMMMALY desero ae e e e a e e e e a E a 52 M rg bule NMategeueftt eege ENEE ENEE 53 Managing Parlbus Merge TI 54 Add Edit elei Eet 56 Establishing Paribus Merge Rules n nnnnnnnnnnnnnnennnnnnnnnrnnnnsnnrnrnrrnrnrrnsnrrnsnrrrnnrrrsnrrrsnrrrsnrrrsnrrrnnrrrsnrrrenrrrnnnnn 57 PUIG I Seting Sosea E a 60 Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 5 Table of Contents This document will guide you through the usage of the Paribus for Sage CRM plug in a custom tool for managing your Sage CRM data based upon matched duplicate information established by the main Paribus application The guide outlines the following e About Paribus for Sage CRM e Setting up and installing the Paribus for Sage CRM plug in e Identifying Matching Data in Sage CRM e Reviewing your Sage CRM Match Results e Processing Duplicate Sage CRM Records For information on installing and configuring the main Paribus application see the Paribus Getting Started Guide For further information on using the Paribus application see the Paribus product online help For up to date information on Paribus and other QGate products please visit the QGate Software website at www QGate co uk For additional reference information on Paribus see the QGate Knowledgebase at http knowledge QGate co uk Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 6 About Paribus for Sage CRM
20. e 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 displayed in pages of 50 The collection of buttons at the base of the review window provides control of the Paribus Match Groups and Group Members Review Control Buttons 2 Member Information Pane 3 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 For more information on the Paribus Match Review window see the Paribus online information Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 35 Reviewing your Sage CRM Paribus Match Results 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 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 Sage CRM match results i e Company and People the status of each Match Group must be set explicitly to denote your acceptance or rejection of
21. e your Match Session several times to achieve the best results H From the main Paribus application screen select left click the Match Sessions icon in the left hand navigation bar Match sessiang This will display the list of existing Match Sessions From this list locate the item entitled Sage CRM Sample Company Match Right click it and select Edit Session from the popup menu This action will display the Match Session Settings dialog tr Match Session Settings SJ Session Name Sage CRM Sample Company Match Session Match Rules Session Details Session Match Results Match Set Name Sage CRM Company Name Match DataSet Sage CRM Company Name Filter Data Set Sage CRM Company Name Filter No Fitter Match Method Match Conditions Match Process Processing Options Apply the following Match Method to the above Data Sets i 4 e QMatch Intelligent Matching Recommended Use OMatch Intelligent Matching algorithms to match tems 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 80 I 1 1 1 i 1 1 I I 60 100 f Exact Value Matching Match only tems that have an exact match value Figure 12 Match Session Settings Dialog This dialog outlines the configuration of an existing Match Session defined to match upo
22. eb Services interface This is achieved by an optional step in the Installing the Paribus for Sage CRM Support Component see Page 12 Please Note Depending on your network configuration there may be security implications with exposing the Custom_Tables table to Web Services This is because performing any data modification to this table could cause Sage CRM to behave unexpectedly Paribus for Sage CRM only uses this table in a Read Only operation but other users could access it inappropriately Please consult your Sage CRM network administrator for guidance on this feature You can always undo this operation at a later date by re applying the Paribus for Sage CRM support component and choosing not to expose the Custom_Tables table to Web Services Alternatively Paribus for Sage CRM comes with a pre defined set of out of the box Paribus Merge Rules However these are based on a standard install of Sage CRM and will have no knowledge of any customisations that you may have in your database 3 There are some Sage CRM tables that are not Web Service enabled by default In order for Paribus to perform a complete data merge these tables also need to be exposed to Web Services This is achieved by the Paribus for Sage CRM Support Component see Page 12 In addition Paribus for Sage CRM requires a user account with sufficient admin permissions otherwise it may not be able to perform merge operations successf
23. eeeceeccaeaeeeeeseaseeeeesseaseceeesseuseceeessaaecessssaaeeeeessuageeeeessaaess 36 Match Group Statuses for Sage CRM Results cccccccccccececeeeseeeceeeeeeeeeeeeeeeeeeeeeeeeeeeeeessseeaeeeeeeesssaaeaeess 36 Group Member Roles for Sage CRM Results cccccccccccceesesececeeeeeeeeeeeeeeeeeesaeeeseceeeeessaeeseeeeeeesesaeageeeeeess 37 Assisting the Review Process Duplicate Summary Information ccccccsssssecceeececeeesseceeeeeeeeeeeseeeeeesenees 38 Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 4 Table of Contents Recording Notes and Comments 38 Pall Review Pan Process le Me 38 Processing Duplicate Records in Sage CRM cccessccesseeeseeeseeneeeeseeenseeeseeonseneneees 39 The Paribus for Sage CRM Plugiin cccccecccceeceeseeeeeeceeeeeceeeeseeeeeeeesaaeeeeeeseeaeeeeeesseaeeeesessaeeeeeesas 39 Sade CRIM Plug i LOJON EE 40 Paribus tor Sage CRM Main E E 41 Paribus for Sage CRM Data Merge Wizard ccccccessccccccseseeeeeecaeeeeeecsaaaseeeeesausueeesesaaeeesessaaees 42 R nning the Data M rge Wizard eseou wetsuit ase Eed Se 43 Step 1 Selecta Paribus Maich Zeene ees knee eens ee ence 44 Step 2 Post Merge OPErAatiON S arresi en R 47 Slep a Merde ASSOCIaIeC re EE 48 Step 4 Confirm Data Merge Process 49 Step 5 Database Update Wammg nnn 50 Step 6 Penton Data Merg eieaa a Wied aint eodaaeiclehatuads A 51 Step 7 Data Merg
24. ence the data merge process for all Duplicate entities identified in the Match Results used Figure 29 Paribus for Sage CRM Data Merge Wizard Paribus Merge of Sage CRM Companies Step 6 of 7 Paribus Data Merging Paribus is now merging your Sage CRM Companies This process may require considerable time to complete based upon the amount of records to be processed Paribus Merge Process Current Process Pharmaceuticals Inc 2 Master Entity Pharmaceuticals Services Duplicate Entity Pharmaceuticals Inc Paribus Merge Statistics Match GroupsProcessed 8of 15 Entities Merged 9 Entities Skipped 0 Note Should you wish to cancel this merge process Parnibus will continue to merge the current Match Group Member before cancelling the merge Figure 29 Data Merge in progress Note The data merge process may require considerable time to complete depending on the amount of records that need to be processed There may also be a performance hit on the Sage CRM server being processed so you may wish to perform the data merge while no other users are logged in Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 5 Processing Duplicate Records in Sage CRM Step 7 Data Merge Summary Upon completion of the data merge Paribus for Sage CRM will present a detailed summary screen with merge statistics and an audit of actions taken Figure 30 If there were any problems during the
25. ening the Paribus for Sage CRM plug in Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 39 Sage CRM Plug in Logon Paribus for Sage CRM Login CRM Processing Duplicate Records in Sage CRM Upon opening the plug in you will be asked for the following login criteria Figure 20 to allow the plug in access to Sage CRM Sage CRM Server As mentioned previously this Specify your Sage CRM Server and login details CRM Server Name lt SERVER_NAME gt needs to be the admin Sage CRM user account CRM Install Name lt CRM_INSTALL gt Enter the required information and Login Credentials then click Connect User Nare esos Save Password Figure 20 Logging into Sage CRM Important Database Logon Considerations When logging on to your Sage CRM database from the Paribus for Sage CRM plug in please acknowledge the following important considerations User Access Rights Sage CRM Server Paribus for Sage CRM User Guide Ensure that the user account you are using to log Paribus into Sage CRM has e Permission to access Sage CRM via Web Services e The appropriate user access rights to access all the data that Paribus needs to process If the user account does not have sufficient access to all the Company and or Person records being processed e g merge then the Paribus plug in operations will fail Ensure that the database you are logging into is t
26. es can be enabled or disabled as required using the checkbox Lei next to each Merge Rule If a Merge Rule is not checked it will not be used as part of a Data Merge operation Hiding Paribus Merge Rules If there are any Paribus Merge Rules that you don t ever want to use in a Data Merge operation then you can hide it by selecting it and clicking Toggle Hide Hiding a Paribus Merge Rule removes it from the list of available Rules so that it can t be enabled by accident Hidden Rules are not permanent as you can always click Show Hidden Merge Rules Figure 33 to see them where you can Un hide them again by selecting them and clicking Toggle Hide erson pers_company Person_Link PeLi_CompanyID Pi ci Te am Te arr Ra Hidden Merge Rules Uy Figure 33 Hidden Paribus Merge Rules Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 55 Merge Rule Management Add Edit Paribus Merge Rules To edit an existing Paribus Merge Rule simply select the Merge Rule you wish to edit from the list and then click Edit To add a new Merge Rules simply click the Add button This will open the Paribus Merge Rule editor Figure 34 Paribus Merge Rule Add Edit Paribus Merge Rule A Define the properties of your Paribus Merge Rule Merge Rule Name Merge Rule Name Rule Display name Merge Rule Data Related Entity Company Table Name OrderTtems Table Name The Tab
27. ess Changes are only made by subsequent updates via Paribus Plug in Tools If possible perform any match processes or updates using live databases outside of normal operational hours NOCES EEN 3 Copyngnt TM OTN ON arser cnie naaar ir E N Eea in A tee ansevsaccesessesencqesesesnes aaieneie gt 3 Ren 3 Re Vun 3 Brent e Re e EE 3 Table OF Contents ssirsreninirsirinniesirnneriisn nananana anae Aea a a Eaa 4 EE 6 Other Related Information cccccscecccceescceceeeeeeeceescceceeeceeseaeceeseaseeesseeeeeesaeecessaaeceeseaeeeessaeeeesseeees 6 About ParibuS for Sage CHM ce cvsccecsssescecscssccusssncccncacawsswcecesccndseeessnconenccessseenuacausnowensewerncouns 7 Pre defined Set of ParibUs Match Detntons 7 Custom Component Plug in for Processing Duplicates cccccccceecsseeeeeeeeaeeeeeeeeeaeeeeeeeeeaeeeeeeeeas 8 Processing Removal of Duplicate Records n0nnnnnnennnnnnennnnnsrnnnnnsrnrrensnnrrrnsnrrrnsrnrrrnsrnrrrnsnnrrennnnrrnnnnnrrennnne 8 PTC TC H Chent dee Ce E 10 Supported Sage CRM Versions cccccccsceseeeeeccccseeecesccceneceecsccseneeesscoseneeesccnseeseesscseneeessosenes 10 Enabling WEB RE 11 Installing the Paribus for Sage CRM Support Component cc cceccceeeeceeeeceeeeseeeeeeeeeeeeesaneesaues 12 Setting up Paribus for Sage CRM PIUGQ iN ccccceeeeseeeeeseneesenseeeeneeeeneesenneseeneesennenes 15 Step 1 Importing Paribus Definitions for Sage CRM Databases nnannnnann
28. est again If the problem persists please contact your Sage CRM Administrator e To close the Data Set Definition dialog click the Cancel button Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 23 Previewing Data Set Results Setting up Paribus for Sage CRM Plug in If the Data Set test was successful you may preview the data provided by the Data Set by clicking the Preview button This action will display the Data Set Preview Results dialog E Data Set Preview Results Sage CRM SC Name MER Key Ee Key z i Match Value 45 45 47 4g 49 en 51 52 ER El 1012 i ae Figure 9 Data Set Preview Results Dialog A Midland amp Sons A Post AGW Services APPB Hellas Systems Ltd ALG Office UK Ltd AT Id Intercapital Axtell Interavtive AB McAlpine ABB Nicholas Abercrombie Trading Abstracts Management Abu Areas Lid Acal Domecg Ltd Accantia Ltd Access Office Accord Holdings Accounting Inc Ace Solutions Adams Computer Ltd Advanced Human Advanstar Security Advent Security Aeromatic Assurance Aerotek UK Afb Services a mera a A Midland amp Sons A Post ASW Services ABB Hellas Systems Ltd ALG Office UK Ltd ACT ML Intercapital AaxxXell Interavtivwe AB McAlpine ABB Nicholas Abercrombie Trading Abstracts Management Abu Areas Ltd Abyssinian Inc Technology Abyssini
29. fective 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 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 Ei Session Match Set Condition Settings 2 Sage CRM Company Address Postcode Match Sage CRM Company Address Postcode S With Sage CRM Company Address Postcode Match Type f Exact Match 60 100 Ignore this Match Condition if the values are blank Null or do not exist will permit a match Figure 15 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 Use this option if your data is not always complete and you wish to include items that may otherwise not fulfil the criteria Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 39 Identifying Matching Data in Sage CRM Matching Process The Matching Process Tab denotes which Paribus Match Process should be used when matching y
30. fine establish your Paribus Match Process Import Paribus Defintions If you have a set of pre defined Paribus Definitions you wish to import select this option Figure 1 The Paribus Assistant Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 16 Setting up Paribus for Sage CRM Plug in Click on the Import Definitions button This will open a dialog window asking you to select a Paribus Definition file e From the Select Paribus Definition File dialog select the Sage CRM SQL Server pds file This can found on your Paribus product CD in the Application Support folder or alternatively supplied directly by your Paribus software supplier or Sage CRM Business Partner e Once selected on returning to the Import Paribus Definitions screen Figure 2 the main list should contain the definition items you wish to import Import Paribus Definitions K Paribus Definition File Cape CRM SOL Server pds The following tems will be imported from the selected Paribus Definition a Sage CRM Sample Company Match Match Session Replace Overwrite dh sage CRM Sample Ferson Match Match Session Replace Overwrite a Sage CRM Company Mame Match Match Set Replace Overwrite J i Sage CRM Person Name Match Match Set Replace Overwrite KM Sage CRM Company Address City Match Condition Replace Overwrite al Sage CRM Company Address Country Match Condition Replace Overwr
31. g Match Sessions From this list locate the item entitled Sage CRM Sample Company Match and Right click it and select Run Session from the popup menu This action will display the Identify Matches dialog Identify Matches Sage CRM Sample Company Match Watch Set Sage CRM Company Name Match Matching Process Standard hatching Method QMatch 60 Data Set UT Sage CRM Company Name Match Filter No filter Records Count Pending Data Set P Sage CRM Company Name With Fiter e No filter Records Count Pending Match Results e Matches Found 0 Match Tasks Initializing Session Building Paribus Match Dictionary Performing Match Operations Progress 0 Start Time Elapsed Remaining Estimated Bel Ke Figure 11 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 Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 27 Identifying Matching Data in Sage CRM You will be prompted with the option to run the Match Session immediately or later as a scheduled task Select Run Match Session Immediately and click OK Providing everything has been set up and configuration correctly the match
32. g Merged DB OLE OB Provider MediaCatalogWebDB OLE DB Provider Microsoft Jet 3 51 OLE DB Provider Microsoft Jet 4 0 OLE DB Provider Microsoft OLE DB Provider for Analysis Services 9 0 Microsoft OLE DB Provider For Data Mining Services Microsoft OLE OB Provider for DTS Packages Microsoft OLE DB Provider for Indexing Service Microsoft OLE DB Provider for Intemet Publishing Microsoft OLE DB Provider for ODBC Drivers Microsoft OLE DB Provider for OLAF Services 3 0 Microsoft OLE DB Provider for Oracle Microsoft OLE DB Provider for Outlook Search Microsoft OLE DB Provider for SQL Server Microsoft OLE DB Simple Provider MS Data Shape Figure 4 Data Link Properties Dialog Provider Tab Once you have selected the provider click Next gt gt EN Data Link Properties Provider Connection Advanced All Specify the following to connect to SQL Server data 1 Select or enter a server name PN CRM61 VM SGLEXPRESS 2 Enter information to log on to the server Use Windows NT Integrated security Ce Use a specific user name and password User name es Password Blank password Je Allow saving password 3 fe Select the database on the server CRM Attach a database file as a database name Using the filename PI Test Connection Figure 5 Data Link Properties Dialog Connection Tab Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 19 Setting up Paribus for Sage CRM Plu
33. g in From the Connection Tab complete the following details relating to the SQL Server hosting your Sage CRM database Server Name Logon Information Allow saving password Database on the server Test Connection This is the name of the SQL Server machine Select the Use a specific user name and password option and specify the user name and password that owns your Sage CRM database Important Note This should always be the Sage CRM database administration account typically sa and not a Sage CRM Admin account This option ebnables 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 select your Sage CRM database from the drop down list 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 21 If your test was not successful contact your Sage CRM systems administrator or consult your SQL Server documentation Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved op Setting up Paribus for Sage CRM Plug in Configuring Your Paribus Data Provider Once you have successfully configured the connection details of your Paribus Data
34. ge CRM This section will guide you through the process of performing a data merge operation on your Sage CRM using the Data Merge Wizard The steps involved are as follows e Step 1 e Step 2 e Step 3 e Step 4 e Step 5 e Step 6 e Step 7 Select a Paribus Match Session Page 44 Post merge Page 47 Merge Associated Records Page 48 Confirm Data Merge Process Page 49 Database Update Warning Page 50 Perform Data Merge Page 51 Data Merge Summary Page 52 Note The first time you run Paribus for Sage CRM you will need to define the Paribus Merge Rules For more information please see the section on Merge Rule Management Page 53 Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 42 Processing Duplicate Records in Sage CRM Running the Data Merge Wizard To start the process of merging Sage CRM Companies or People simply click on the Perform Data Merge icon see opposite from the Main Menu screen This will display a choice of Entity types to merge in the right hand pane Figure 22 BK Perform Data Merge Operation f Select the CRM entity type you wish to merge from the list below Merge Companies This option enables you to merge CRM Companies based upona set of Paribus Match Session results Merge People This option enables you to merge CRM People based upon a set of Paribus Match Session results To perform a Paribus data merge operation re
35. gure 17 Match Session Processing Options Tab Automatically Identify a Primary Group Member This option denotes that a Primary Group Member Master Company or Person will be automatically identified within each group of matches found The member selected is based upon the one with the highest match score from the specified Data Set We recommend using this option when matching Sage CRM Companies and People as this will greatly assist in the Match Review process Automatically Identify Member from This option denotes the Data Set from which to automatically select the Primary Group Member master entity For more information on configuring Paribus Match Session Settings see the Paribus online information Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 33 Reviewing your Sage CRM Paribus Match Results Having successfully established a set of Paribus Match Results the next stage is to review them The Paribus review process is indented to provide an illustration of the duplicate Sage CRM Company and or Person records found and the opportunity for the user to alter any duplicate relationships if required Important Warning No Sage CRM Company and or Person records can be processed removal of duplicate data by the Paribus for Sage CRM 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 Proces
36. h Session or proceed anyway ignoring the warning The validation process performed is based upon an attempt to access amp compare the first three items in the Paribus Match Results against the current Sage CRM connection If you choose the option to Reselect Session this action will return you to Step 1 Select a Paribus Match Session see Page 44 If you choose the option to Continue this action will progress you to the next step Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved AG Processing Duplicate Records in Sage CRM Step 2 Post merge operation s Important Note Once each Duplicate Company Person has had been merged with the Master entity based on the Paribus Merge Rules Paribus will delete the duplicate record permanently from Sage CRM along with any related records that were not part of the merge process Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 47 Processing Duplicate Records in Sage CRM Step 3 Merge Associated Records Companies and People in Sage CRM are comprised of many additional records For example Addresses Phone Numbers Notes etc When performing a merge operation on a duplicate Company Person all these related entities need to be taken into consideration The Data Merge Wizard achieves this with the use of Merge Rules Figure 26 Merge Rules enable you to specify the associated records t
37. hat should also be merged into the master record At this point it will list the Merge Rules that are currently enabled To change the Merge Rules that should apply to your merge operation click Manage Merge Rules to open the Merge Rule Management screen For more information please see the section on Merge Rule Management Page 53 Paribus for Sage CRM Data Merge Wizard T Paribus Merge of Sage CRM Companies B Step 3 of 7 Company Merge Rules The following Company Merge Rules will be used by Paribus for Sage CRM to merge data from duplicate Companies To manage these rules click the manage option below Rule Name LJ Address_Link i Cases i Comm _Link 9 DData Email a Lead LJ Library LJ Marketing I MutipleEntityLink al Notes a Opportunity EI Person BI Person_Link Figure 26 Entity Merge Rules Once you are happy with the Merge Rules that will be used for the current merge operation click Next gt to continue Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 48 Processing Duplicate Records in Sage CRM Step 4 Confirm Data Merge Process In order to double check the options you have chosen for the current Data Merge Process this screen provides a quick summary Figure 27 Paribus for Sage CRM Data Merge Wizard Paribus Merge of Sage CRM Companies Step 4 of 7 l Confirm Data Merge Process Please check the data me
38. he same Sage CRM server database that was used to generate the matches in your Paribus Match Session Note Paribus is unable able to check this Copyright QGate Software Limited All rights reserved 40 Processing Duplicate Records in Sage CRM Paribus for Sage CRM Main Menu Upon logging into Sage CRM with the Paribus plug in you will be taken to the main menu screen Figure 21 Paribus for Sage CRM PariDUs for Sage CRM ES a xm Getting Started Welcome to the Paribus for Sage CRM plug in Perform Data Merge ex Product Licence This product is licenced to OGate Software Limited 3 users Paribus Merge Rules Ce Server DN CHMGZ MM CRM Install CRM Version 6 2 User admin Plug in Settings Figure 21 Paribus for Sage CRM Main Menu Screen The main menu screen for the Paribus for Sage CRM plug in provides access to the various features that are available The main screen is divided into two primary sections a navigation bar to the left of the screen and a detail section to the right relating to the currently selected operation The navigation bar allows you to do the following e Perform a Data Merge see Page 42 Paribus for Sage CRM Data Merge Wizard e Manage Merge Rules see Page 53 Merge Rule Management e Plug in Settings see Page 60 Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 41 Processing Duplicate Records in Sa
39. his includes primary entities of e Company e Person e Address e Telephone Numbers e Websites and email Addresses Note Additional Match Definitions can be manually defined should an item you require not be provided in the standard set for details on how to establish your own Match Definitions see the Paribus product on line help information Firstly start your installation of Paribus from the application icon and log into the Paribus Control database you created during the installation of Paribus If you have not yet performed this step see the Paribus Getting Started Guide for more information You should be greeted with the Paribus Assistant Figure 1 offering the ability to Import Paribus Definitions or Define Paribus Definitions manually Paribus Assistant mW Paribus ot Paribus Assistant Overview Welcome to the Paribus Assistant Paribus Assistant aft The Paribus Assistant provides guidance in setting up your Paribus Definitions and defining your Paribus Match Process Paribus Defintions The Paribus Match Process is supported by a collection of Paribus Definitions which define where your data is coming from and what data is used within your Match Process To establish your Paribus Definitions please select one of the following options Define Paribus Defintions If you wish to define your own Paribus Definitions select this option This option will assist you through each of the steps required to De
40. hts reserved op Identifying Matching Data in Sage CRM Once you have successfully set up the Paribus for Sage CRM Plug in you are now ready to begin identifying matching duplicate Sage CRM Companies and or People If you have yet to complete the set up process outlined on Page 15 we strongly recommend you do so before continuing with this section Firstly it is important to establish the most effective matching process when wishing to identify duplicate records within your Sage CRM database Considering the data structure of CRM Companies and Persons are all separate but related it is necessary for each of these entities to be processed individually Match Process 1 Sage CRM Company The first match process should be to match Sage CRM Company to establish a collection of potential duplicate Companies for consolidation reassignment of related records and de duplication In turn this will consolidate associated Person from all duplicate Companies into a single Master Company There is the potential that the consolidated Person are also duplicates within the same Company This issue will be handled in the next match process Match Process 2 Sage CRM Person Once the first match process of Sage CRM Companies has been identified and the results processed against your Sage CRM database consolidation and duplicate removal you are then able to execute the second match process against Sage CRM Person Warning We d
41. ibus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 14 Setting up Paribus for Sage CRM Plug in This section outlines the steps required to set up and configure your installation of Paribus and the Paribus for Sage CRM Plug in e Step 1 Defining a Paribus Data Provider for Sage CRM e Step 2 Importing Paribus Definitions for Sage CRM Databases e Step 3 Testing Your Paribus for Sage CRM Setup e Step 4 Installing Your Paribus for Sage CRM Licence Ensure you have successfully completed the steps outlined within this section before attempting to action any of the options available from the Paribus for Sage CRM Plug in Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved Setting up Paribus for Sage CRM Plug in E im f A l ay IO K i V O Viiri Cilan 4 RARA fe T mn Danis E D P ER wen D em ne E Ko ER LI D en za La a ga en ga e F fae wf WWW lif A ww A e ei e Te y d ING AAF lt 2 ke gt a 2 G 2G otep Imporindg Fraripus VerTInNiITIONS TOF og Vatapases Sa The Paribus matching processes are supported by a collection of Paribus Match Definitions which define what information is to be matched upon and where this information is sourced from e g your Sage CRM database The Paribus for Sage CRM solution comes complete with a pre defined set of Paribus Match Definitions ready mapped to the standard Sage CRM database model T
42. ing process should begin processing your Sage CRM 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 20 000 Companies 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 29 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 successfully identified matching records you may now review the Match Results see Page 34 lf Paribus was unable to identify any matches this may be due to one or more of the following e No duplicate information exists within your Sage CRM database e The match criteria defined within the Match Session is set too high see Defining Refining the Match Session Settings on Page 29 To close the Identify Matches dialog click the Close button Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved op Identifying Matching Data in Sage CRM Defining Refining the Match Session Settings The matching process is defined within your Paribus Match Session You may wish to define or refin
43. ite KM Sage CRM Company Address Line1 Match Condition Replace Overwrite al Sage CRM Company Address Postcode Match Condition Replace Overwrite 7 Sage CRM Company Address State Match Condition Replace Overwrite KM Sage CRM Company Email Address Match Conditi Replace Overwrite al Sage CRM Company Fax Match Condit Replace Overwrite se lt il gt jw Replace Overwrite Sessions Data Set Provider Select Data Set Prowider to apply to fo 9 ono S imported Data Setia sageCRM DE New Import Cancel Help Figure 2 Import Paribus Definitions Dialog e 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 e The Replace Overwrite Sessions checkbox denotes if an existing Match Session will be overwritten if applicable e Select the Paribus for Sage CRM Definition file you wish to import by clicking the ellipsis button Note This action happens automatically when first entering this dialog Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 17 Setting up Paribus for Sage CRM Plug in When importing Paribus definitions that contain Paribus Data Set definitions Data Maps it is necessary to denote the Paribus Data Provider definition that will be providing the data to those Data Sets
44. le related to entity Table ID Primary Key Relationship D Table ID Primary Key for Table Name Foreign Key Relationship ID Foreign Key relating Entity to Table Name Merge Rule Operation Figure 34 Add Edit Paribus Merge Rule Depending on the type of Paribus Merge Rule System or User is what you will be allowed to change e User Paribus Merge Rules created manually allow you to change the Merge Rule Data e System Paribus Merge Rules can only be renamed Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 56 Merge Rule Management Establishing Paribus Merge Rules When using the Paribus for Sage CRM plug in for the first time you will be given the choice of how to establish your list of Paribus Merge Rules Figure 35 There are a few options available all of which allow you to populate your list of Paribus Merge Rules Paribus for Sage CRM Establish Merge Rules E Establish Merge Rules Establish Merge Rules Methods Auto Analysis Recommended If available this option will query Sage CRM to automatically establish Paribus Merge Rulesfor your Sage CRM entities Companies People Use Default Merge Rules This option uses a pre defined collection of Paribus Merge Rules fromthe standard entity relationships excluding custom data Import Merge Rules from file This option enables youto import Paribus Merge Rules from a Merge Rules Definition MRD file
45. ll rights reserved 24 Setting up Paribus for Sage CRM Plug in Using the Paribus for Sage CRM Plug in requires a Plug in licence to be installed Licences are issued at the time of purchase and can be obtained from your Paribus Software Supplier or Sage CRM 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 for Sage CRM Component the Paribus for Sage CRM Component will only provide limited functionality Paribus Licence Manager The Paribus Licence Manager Figure 10 is used to add edit and delete licences and can be accessed via the Paribus main menu File gt Licence Manager E3 Paribus Licence Manager 7 P x Server Licences Plugin Licences MYSERVER Paribus Figure 10 Paribus Licence Manager Adding Your Paribus for Sage CRM Component Licence e To add your Paribus for Sage CRM 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 for Sage CRM ppl e Having successfully added your Paribus Plug in licence this will then be listed in the Licence Manager list Paribus for Sage CRM User Guide Copyright QGate Software Limited All rig
46. llowing operations of the Paribus data merge process The Primary record within each Paribus match group will inherit all of the group s related information from the duplicates records based upon your defined set of Paribus Merge Rules o The duplicate records within each group will be permanently deleted Before proceeding with the Paribus merge process we highly recommend you perform the following actions 4 Perform a complete backup of the CRM database A Due to a potential performance impact you may consider running this process outside of normal operational hours if possible Disclaimer Although every effort has been made to ensure the processing 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 n ad and agree with the above statements Figure 28 Database Update Warning Confirmation that the warning outlined in this page is acknowledged and understood is required by the checking of the confirmation checkbox Once checked the Next gt button will become enabled Click the Next gt button to continue Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 50 Processing Duplicate Records in Sage CRM Step 6 Perform Data Merge Paribus will now comm
47. mited All rights reserved 38 Processing Duplicate Records in Sage CRM Processing Duplicate Records in Sage CRM This section outlines the steps required to process the Sage CRM records based on the results from a Match Session which have been identified in the previous sections If you have not yet created run and reviewed a Match Session against Sage CRM please see the previous sections in this guide for further information The Paribus for Sage CRM Plug in Processing of duplicate Sage CRM Companies and Persons is achieved using the Paribus for Sage CRM Plug in The plug in has been specifically designed to integrate with Sage CRM databases and utilises the Web Services interface to connect and perform the processing of duplicate data within your Sage CRM database By utilising the Sage CRM Web Services interface the plug in ensures that all Sage CRM security and data privilege requirements are fully adhered to The Paribus for Sage CRM plug in is available directly from within the main Paribus application You can launch the Paribus for Sage CRM plug in by e Choosing Tools gt Plugins gt Paribus for Sage CRM from the main menu in Paribus Figure 19 Paribus File Manage RER View Help E TA of Plugins Paribus for InaPlex Data Importation Paribus for Sage CRM Export Paribus Match Results R P Paribus for Sage rates Paribus for Scribe Data Importation Wil Fe i E OA PATE Figure 19 Op
48. n consolidate all related information i e Persons Opportunities Activities etc from duplicate records over to a nominated master record Remove duplicate Companies People All database updates are fully synchronised All updates support the Sage CRM security model All database updates are fully recorded in an audit report Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved g Pre Requisites This section outlines the elements required to set up and use the Paribus for Sage CRM Plug in In order for Paribus to be able to perform data merge operations it needs to be able to 1 Connect to Sage CRM 2 Establish entity relationships both System and Customised for CRM Companies amp People These form a collection of Paribus Merge Rules which define the One to Many data that should also be merged 3 Have sufficient permissions and access to Sage CRM to perform merge operations on duplicate data To achieve this Paribus for Sage CRM requires the following 1 Paribus uses Sage CRM s Web Service interface for all communication and operations This means that in order for Paribus to function you will need to make sure that Sage CRM has Web Services enabled see Page 11 2 If you wish Paribus to automatically establish entity relationships from your Sage CRM database Paribus requires that one of Sage CRM s system tables Custom Tables also be made accessible via the W
49. n Sage CRM Company names Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 29 Data Sets Filters Identifying Matching Data in Sage CRM Session Match Rules Tab The Session Match Rules tab denotes the Match Set that will be used to initially identify Sage CRM Company and Person records i e Sage CRM Sample Company Match This Match Set defines two Data Sets that are compared in the matching process The two Data Sets A and B defined by the Match Set combine the same Data Sets i e Sage CRM Company Name to provide the ability of performing a self match upon the same set of data Each Data Set A and B can have an optional filter applied to them which denotes the content of each Data Set A filter may be based upon location e g UK Companies 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 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 of a conflicting filter would be to filter Company names as this would potentially limit the ability to match Companies of differing names but still potentially duplicates e g University of London would not find London University Paribus for Sage CRM User Guide Copyright QGa
50. nnnnnnnnnnnnnnnnnnnnnneesennne 16 Step 2 Defining a Paribus Data Provider for Sage HM 18 Configuring Your ParibUs Data Provider 21 Step 3 Testing Your Paribus for Sage CRM Gen cc cceecceeee eee cece eeeeeeeeeeeeeeeaeeeeeeeeeeeeeaeeees 22 Performing the Database Test 23 Previewing Data Set Hesults sirsrcsiricsceroiisinoresicsiarn tensia eani raei iare bae n dripada iiri rnanis aenda nii iieii reia 24 Step 4 Installing Your Paribus for Sage CRM Licence 25 Paribus Licence MANAG E 25 Identifying Matching Data in Sage CRM ccceescceeeeeeseeceseeenseeesesenseeeneeenseeeaeeoeeesens 26 Establishing the Matching Process 26 Match Process 1 Sage CRM Compam 26 Match Process 2 Sage CRM PenSO EE 26 Paribus for Sage CRM Match Definitions cccccccccccssseseeeceeeeeeeeeeeceeeeesaaeeeeeeeeeeeeaeeaeeeeeeessaaaeeeeeeeeesaaaaeees 27 Running a ParibUs Match Session ccccccecccceccseseeeeeeeaeeeeeeeeaaeeeeeeeceaaeeceeesseeeeeeesseaeeesessaaeeeeessaaess 27 Defining Refining the Match Session Settings cccccccsceesccccceeeeeseeseeeeeeeeeeseeeeeeeeeeeesseeeseeeeeeeeseaaas 29 Session Match R les TaD EE 30 EN det ele EE EN Matth CONdIUONS asnan nape aE Ei E E EENAA EA A EE E E AEA EEEE 32 Een le Te TTO SS EE 33 Processino Beete E 33 Reviewing your Sage CRM Paribus Match Results ssccsssseseeseeceneeeeeseseeneesenees 34 The Parbus Review Wmdow 34 Review Process Objectives cccccsessecccccee
51. o 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 Person names title first and last and an exact match on Sage CRM Company ID This will ensure that only Person at the same Company 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 Company relationship into the matching criteria can help to reduce the occurrence of this Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved op Identifying Matching Data in Sage CRM Paribus for Sage CRM Match Definitions The Paribus for Sage CRM Match Definitions set you imported during the set up see page Error Bookmark not defined provides two example Match Paribus Sessions e One matching on Sage CRM Company Match Process 1 e One matching on Sage CRM Person Match Process 2 Let s begin by running the first of our Paribus Match Session to identify Sage CRM Company matches To achieve this we will use the sample Match Sessions supplied in the Match Definitions we imported earlier W From the main Paribus application screen select left click the Match Sessions BR icon in the left hand navigation bar Jatt This will display the list of existin
52. orm a validation check to make sure that the Paribus Match Session that you have just selected is valid Validating your Selected Paribus Match Session This step attempts to ensure that the CRM entities within the chosen Match Session match the data in the connected CRM database If validation was successful you will be automatically taken to the next step If the Data Merge Wizard determines that you have selected the wrong Session for the chosen Entity type then the following additional step of the Merge Wizard will appear Figure 25 Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 45 Processing Duplicate Records in Sage CRM f Paribus Match Session Data Conflict e The Paribus Match Session you have selected does not appear to match the intended data merge operation Possible causes for this conflict may result from one of the following e You have selected an incorrect Paribus Match Session a You do not have access to the CRM entity being tested a The CRM entity being tested may have already been removed lf this Match Session was selected in error then click Reselect Session to return to the Paribus Match Session selection page If you wish to continue processing these results as Companies then click Continue to begin the merge process Reselect Session Figure 25 Data Conflict Warning At this point you have the option to either choose another Matc
53. our Sage CRM Company and Person names Perform the following Match Process to the above Data Sets a e Standard Matching Recommended Perform a standard match process across the data to identify matches based upon common similarities CC Extended Matching Perform an extensive match process using sophisicated matching algorithms to establish potentially more matches Warning Extended Matching will increase processing time Figure 16 Match Session Matching Process Tab By default data matching with Sage CRM 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 Sage CRM Company and People names extended matching is not recommended Processing Options The Process Options Tab denotes processing options available when performing the Matching Process Beerpong E Group Member Identification kel W 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 e Data Set A Data Set B Log Unmatched Records This option will log all records from Data Set o that did not establish a match with any item in Data Set H Unmatched records can be processed by certain Paribus Plugins Fi
54. p Member Sage CRM Company Name Match Match Value National American Addr_Address1 520 Madison Ave Ste 740 G Sage CRM Company Name Match Match Value American Ltd Addr Addres e Riley House Addr_ Address2 Riley Rd Addr Address Addr_City MARLOW Addr State Bucks Addr State OH Addr Country UK Addr_Country US Addr_PostCode SL7 2PH Addr PostCode 43604 Comp_Type Prospect Comp_Type Prospect Com p Status Active Comp_Status Active Comp_Territory Comp Territory Comp_Sector Finance Comp Sector Software Comp_IndCode Comp IndC ode Comp WebSite Comp_WebSite http www American co uk http www_ NationalAmerican com Comp MailRes striction m e Matthey Ltd e Mondial e Norwich Finance e O Rourke Structural Te PB Trading e Pharmaceuticals Inc el RSL Service Ltd Te Solutions Computer ri Solutions Ltd el The Systems Management e United Plc Water Inc L Western Pic aa gt Figure 18 Session Match Results Review Window Addr_Address2 Addr_Address3 Addr_City Toledo 2 2 3 2 2 Si 2 2 3 2 2 2 2 2 2 2 2 2 2 2 3 4 2 2 3 2 2 Page 1 of 1 The Session Match Results window provides the means of reviewing the matches found within your Paribus Match Session This window illustrates the following Match Groups 1 All duplicates are grouped into Match Groups and are listed in the Match Group list on the left of th
55. quires a set of Paribus Match Results to be established and reviewed Start Merge Wizard Figure 22 Choose Cleansing Type Select the entity type you wish to perform a Merge operation against Once you have selected an entity type click Start Merge Wizard to open the Merge Wizard for your chosen entity type Note For the purposes of demonstration this guide shows screenshots from the steps taken to perform a Company merge operation However other entity merge operations are very similar From the wizard welcome screen click Next gt to proceed to the Paribus Match Session Selection screen Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 43 Processing Duplicate Records in Sage CRM Step 1 Select a Paribus Match Session You need to tell the Data Merge Wizard which Paribus Match Session you wish to use for this merge operation To do this click on the Select Session button This will open the Paribus Match Session Selection window Figure 23 displaying all available Reviewed Single Data Source Match Sessions Note You can only perform Data Merge operations on Match Sessions that use a Single Data Source tr Paribus Match Session Selection Single Data Source Sessions 3 Reviewed x Select a Match Session Match Session Name Data Type Last Run Date E Sage CRM Sample Company Match Single 2907 2008 10 13 50 Py Sage CRM Sample Person Match Singl
56. rge options you have chosen below Company Merge Options Match Session Sage CRM Sample Company Match Duplicates Post Merge Remove Duplicate s after Merge lf the merge options are correct click Next to proceed H you need to change an option click Back and make corrections Figure 27 Confirm Data Merge Process At this point you can either click lt Back go back and change options as necessary or continue forward by clicking Next gt Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 49 Processing Duplicate Records in Sage CRM Step 5 Database Update Warning Until this point the whole Paribus data matching process has only accessed the data within your Sage CRM database in a read only manner and has not performed any update to the data it has accessed Due to the very nature of the Paribus data merge process the data within you CRM database will now be affected by the outcome of this task To ensure that you are fully aware of the implication of this together with advice and guidance upon how best to safe guard against accidental data lost the Merge Wizard presents the following data update warning page Figure 28 Paribus for Sage CRM Data Merge Wizard T Paribus Merge of Sage CRM Companies F Step 5 of 7 ie Important Database Update Warning The Paribus data merge process will perform significant changes to your Sage CRM database Please acknowledge the fo
57. s 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 Y 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 ue fe 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 Review Window Figure 18 Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 34 Reviewing your Sage CRM Paribus Match Results Session Match Results Sage CRM Sample Company Match Sage CRM Sample Company Match Match Groups 1 of 29 BRECEESRCCH emmmer L Associated Exploration Ltd i Brewer Solutions e British Holdings Te Capespan Limited e Datel Pic e Global Ltd e Hill Systems e Interactive Services rl International pic rl Internet Hotel Ltd rl Kelly National e Lend International Ltd Te Lynx Ltd e Marketing systems Lu Match Group Members 3 of American Ltd Kl National American G American Newstar Inc Primary Grou
58. te Software Limited All rights reserved 30 Identifying Matching Data in Sage CRM Match Method The Match Method Tab denotes the method to use when matching your Sage CRM Company and Person names Match Method Match Conditions Match Process Processing Options Apply the folowing Match Method to the above Data Sets A f e OMatch 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 I I 60 f Exact Value Matching Match only tems that have an exact match value Figure 13 Match Session Match Method Tab QMatch Intelligent Matching By default matching Sage CRM Companies People should use the QMatch Intelligent Matching method which identifies matching Company Person names regardless of phonetics spelling sequence case synonyms and segmentation Match Score Threshold The Match Score Threshold denotes the minimum match score a Company Person 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 Sage CRM Company and Person names For more information on QMatch Intelligent matching see the Pari
59. 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 single Group Members can also be excluded The Match Group status is used during the duplicate processing performed by the Paribus for Sage CRM Plug in to control which Match Groups will be updated Furthermore the Group Member Role is also used by the Paribus for Sage CRM Plug in to denote which records are processed and how Match Group Statuses for Sage CRM Results For the purposes of processing duplicates by the Paribus for Sage CRM plug in the following Match Group statuses apply 1 Not Reviewed This is the default Match Group status applied by Paribus at System Default the time of matching The Paribus for Sage CRM plug in will not process any groups of this status Reviewed Setting a Match Group status to Reviewed denotes your acceptance of this Match Group and that the group contains valid duplicate members and the Primary member master will be the one remaining Company or Person 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 x 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
60. the accessability of your SageCRM installation Please refer to the Paribus for SageCRM User Guide for more information about this feature This gives you the option of exposing Sage CRM s underlying Metadata to Web Services Doing so will enable Paribus for Sage CRM to automatically discover related entities including Custom entities for Companies and People o NOTE Skipping this step would require Custom entity relationships be added manually in the plug in Please click a Install Component to confirm optional parameters and begin the installation o Ifyou are asked to confirm overwrite data from other components click OK This will start the Component installation When the installation is complete simply click Continue You can now exit Sage CRM Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 13 Pre Requisites IMPORTANT NOTE There is a Known issue in Sage CRM prior to v6 1h which prevents the Opportunities table being updated via Web Services To resolve this we would suggest updating Sage CRM to v6 1h or above Alternatively you could perform the following Log into Sage CRM e Goto Administration gt Customization gt Opportunity e Click on the P field security icon for the Opportunity entry Aa Opportunity oppo opportunityid Integer e Tick the box to Allow Write Access Write Access lv E e Click P Continue to save changes Par
61. the records that will be removed options dependent D I Excluded 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 for Sage CRM 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 Eal For more information on Match Groups and Group Members see the Paribus online information Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 37 Reviewing your Sage CRM Paribus Match Results Assisting the Review Process Duplicate Summary 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 definition of the following Paribus Data Sets e Sage CRM Company Name e Sage CRM Person Name For more information on editing Data Sets see the Paribus online information Recording Notes and Comments Whilst reviewing your Sage CRM Companies and People you may 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
62. tion in either state For the Paribus for Sage CRM Plug in to use Web Services you will need to have the Username Password of either The Admin user account or A user with admin privileges update delete records who has Allow Web Service Access True NOTE Enabling Web Services for Sage CRM is a standard feature which exposes your Sage CRM data via a Web Services interface This typically should not pose any adverse exposure to your data For more detailed information on the security implications of this feature please consult your Sage CRM documentation or Business Partner Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved T Pre Requisites In order to prepare your Sage CRM system to be used with Paribus for Sage CRM you need to install the accompanying Sage CRM Component The Paribus for Sage CRM Support Component serves several functions 1 It creates a Paribus system table in Sage CRM which the plug in uses in order to process the Sage CRM database 2 It ensures that the following Sage CRM tables are exposed to the Web Services so that Paribus is able to perform data merge operations e Person_Link e Gomm Link e Address Link e Marketing e Library e Data e Team e MultipleEntityLink e CaseProgress e OpportunityProgress e RelatedEntityData 3 Optional If chosen by the user the component will expose the Custom_ Tables Sage CRM table
63. to Web Services This is required if you would like Paribus to automatically establish Paribus Merge Rules for System and Custom entities You can always undo this operation by re applying the Paribus for Sage CRM Support component and choosing not to expose the Custom_Tables table to Web Services Note If this option is skipped the Paribus for Sage CRM plug in cannot automatically establish Merge Rules However you can use a collection of pre defined Merge Rules but these will not reflect any data customisations Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 12 Pre Requisites To install the Paribus for Sage CRM Support Component Log onto Sage CRM as Administrator Go to Administration gt Customization gt Component Manager Click Browse and select the file Application Support Sage CRM QGParibusSupport zip from the Paribus application CD or downloaded CD image Click iy Upload new component You should now see Paribus for Sage CRM Plugin Support in the list of Available Components Please select the new Component and click on K Install Component If you are asked to Apply all changes choose Yes if it is not already set o OPTIONAL but recommended Expose SageCRM Metadata to Web Services C Note Exposing the SageCRM Custom_Tables table to Web Services allows Paribus to query SageCRM This could have security implications depending on
64. ully Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 9 Pre Requisites e Installation of the main Paribus Application see the Paribus Getting Started Guide The Paribus for Sage CRM plug in supports the following versions of Sage CRM e Sage CRM version 6 1 SP1 and above Note Due to a known issue with Sage CRM 6 1 we would recommend upgrading Sage CRM to version 6 1h as a minimum For more information on how to install Sage CRM service packs please consult your Sage CRM documentation or Business Partner Important Notes The Paribus for Sage CRM plug in is currently not compatible with the Sage 200 1000 Suite product line The Paribus for Sage CRM plug in has not yet been confirmed to be compatible with SOLO configurations For more information on Paribus for Sage CRM plug in compatibility please see the QGate Knowledgebase at http knowledge QGate co uk Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 10 Pre Requisites To enable Web Services in Sage CRM In Sage CRM go to Administration gt System gt Web Services Click Change and alter the settings below as follows Set Enable web services Yes Set Force web service log on Yes Click Llsave to save the settings Note Enabling Make WSDL available to all is not required in order to use the Paribus for Sage CRM plug in The plug in will func
65. yAddressid Addr_Addressid including joins if required Data Type Company Names eg QGate Software Test Preview View SQL Cancel Help Figure 8 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 provide the information used to drive the matching process For more information on configuring Data Sets see the Paribus on line help information Paribus for Sage CRM User Guide Copyright QGate Software Limited All rights reserved 29 Setting up Paribus for Sage CRM Plug in Performing the Database Test To test the Data Set and the Data Provider you created in Step 1 perform the following e Ensure the Data Provider is the one you defined in step 1 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 lf the test was successful the message box similar to the following will appear detailing the count of records e g Sage CRM Companies in your Sage CRM database Paribus i Data Set test completed successfully Records in Data Sek 1477 e lf the test was not successful the Paribus Data Set Test Transaction dialog should appear providing information on the nature of any failure Check the actions defined in the preceding steps have been defined correctly and retry the t

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