Initial Setup for Matching Algorithms

This one-time setup is required to define a matching algorithm group type which then holds the matching algorithms you create for use in match, link, and merge solutions.

The matching algorithm is typically configured first, followed by the match codes.

Review your System Setup tab to determine if a matching algorithm node already exists. Right-click on the node and verify that the 'New Matching Algorithm' option is enabled. The name of the node on your system is not required to match the one in the image below.

If you do not have a node to hold matching algorithms, complete the following one-time setup steps.

1. Create setup group type for matching algorithms.

2. Link matching algorithm object types to setup group type.

3. Create a matching algorithm setup group.

Once the setup has been completed, the steps in this section are only needed if you want additional levels of organization.

Create Setup Group Type for Matching Algorithms

A matching algorithm group type defines the structure and allowed locations of a matching algorithm.

1. Go to System Setup > Object Types & Structures > select Setup Group type root.

2. Right-click Setup Group type root, and the New Object Type option will display.

   

3. Click New Object Type, and the Create Object Type dialog will display.

   

4. Enter an ID.

5. Enter a Name.

6. Click Create.

   The Create Object Type dialog closes, and the newly created object type for the matching algorithm displays beneath the Setup Group type root.

   

7. Select the newly added Setup Group type > References tab > open the Parents flipper.

   

   Important: By default, the Setup Group type root is listed as the parent. Optionally add the newly created setup group type as a parent of itself so that additional matching algorithm group types can be added below the main level.

8. Click Add Parent, and the Select New parent dialog displays.

9. Browse or search to select the relevant setup group type.

10. Click the Select button.

    The dialog will close, and the newly created setup group type (i.e., Matching Algorithms) is listed as a parent along with the Setup group user-type root.

    

Link Matching Algorithms Object Types to Setup Group Types

Linking determines the object types that can be displayed at each level of a hierarchy.

1. Go to System Setup> Object Types & Structures > Basic Object Types.

2. Select your matching algorithm object type to display the editor.

   

3. Click the References tab.

4. Open the Parents flipper.

5. Click the Add Parent link, and the Select New Parent dialog displays.

6. Browse or search to select the relevant setup group type.

7. Click the Select button.

   

Create a Matching Algorithm Setup Group

Creating a setup group allows your matching items (including a matching algorithm setup group type) to appear as a node in the System Setup hierarchy.

1. Go to System Setup > select any object in the hierarchy.

2. On the menu bar, select Maintain > Insert > Setup Group Root, and the Create Setup Group Root dialog will display.

   

3. Select your matching algorithm object type.

4. Enter an ID.

5. Enter a Name.

6. Click Create.

   The setup group is created and appears as a node in the System Setup hierarchy and allows the creation of matching algorithms.

   

7. Continue with the Configuring Matching Algorithms topic here.