Editing Entity Configuration - trillium_quality - 2.7

Trillium Quality for Dynamics Installation and Developer Guide

Product type
Software
Portfolio
Verify
Product family
Trillium
Product
Trillium > Trillium Quality
Version
2.7
Language
English
Product name
Trillium Quality
Title
Trillium Quality for Dynamics Installation and Developer Guide
Topic type
Installation
How Do I
Reference
Overview
Administration
Configuration
First publish date
2008
ft:lastEdition
2023-05-25
ft:lastPublication
2023-05-25T13:35:22.615371

After you deploy Trillium Quality for Dynamics, you can make changes to the entity settings depending on your environment and needs.

The Entities tab in the Edit Configuration window includes sub-tabs from which you modify entity information, including:

  • Input and output cleanse mappings

  • Match and window key output mappings

  • Fields on which to auto merge

  • Fields to include in the Duplicates window and Match Display List

  • Lookup, read, and write field names

You can also specify whether you want to add extension match fields.

For each entity, the Edit Configuration window allows you to edit the following CRM and Trillium field names in the web resource XML file:

  • Cleanse and match input and output mappings

  • window keys and auto merge CRM field names

  • Duplicate popup CRM field and display names

  • Match display CRM field and lookup names

  • Lookup, read, and write field names

Typically, the field-level names do not need to be modified, unless you have added the five additional matching fields by clicking Add Extra Match Extension Fields on the General tab. (For more information, see Matching on Extension Fields.)

The field names are displayed in tables on sub-tabs on the Edit Configuration window’s Entities tab. Note the following:

  • To edit a field name, click the field name cell to highlight it, then click in the text to make edits.

  • To delete a row, select it by clicking the column at the left of the row and pressing the Delete key.

  • Each table always has an empty last row. You can add new fields in this empty row by entering the field names then pressing the Enter or Return key.

To edit entities configuration

  1. On the machine from which you deployed Trillium Quality for Dynamics, launch the Deployment Manager from the Start menu (Trillium Software > Trillium Quality for Dynamics n.n.n. Right-click Deployment Manager and select Run as administrator). The Deployment Manager window opens.

  2. Click the Utilities tab. Click Save to save your settings if prompted.

  3. Click Edit Configuration. The Edit Configuration window opens.

  4. Click the Entities tab.

    Entities Information
  5. Click the Entities drop-down list and select the entity you want to edit.

  6. Click the General tab and modify the following settings as needed:

    • Entity Name. If you modify the name in this field, the entity name change is reflected in the Entities drop-down list.

    • Cleanse Server. Keep Default.

    • Match Server. Keep Default.

    • Batch Key Field name.

    • Address Validation Field name.

    • Name Form. It is recommended that you do not modify this default value. For information, see User Key, Match Level, and Name Form.

    • Error Message Name field.

    • Error Detail Name field.

    • To add five additional fields in the match criteria, click Add Extra Match Extension Fields. A message opens asking you to confirm the action. Click OK. For more information, see Matching on Extension Fields.

    Click Apply Changes to General to save your changes in memory.

  7. Click the Cleanse tab. By default, Address 1 displays.

  8. Modify the following settings as needed:

    • Last Cleanse Date Field name.

    • Override Cleanse Field name.

    • Input Mappings and Output Mappings. Edit, add, or delete input and output mapping for CRM and Trillium field names as needed. If you added the five additional fields by clicking Add Extra Match Extension Fields on the General tab, see Matching on Extension Fields.

    Click Apply Changes to Cleanse to save your changes in memory.

  9. If the entity has multiple addresses:

    1. Click the address drop-down list to select Address 2 or Address 3.

      Note: Account and lead entities support cleansing up to 2 addresses at a time. Contact entities support up to 3 addresses at a time.
    2. Modify the address settings as needed.

    3. Click Apply Changes to Cleanse to save your changes. Ensure you always save your changes before selecting a different address or tab.

      Multiple Addresses for Entities  
  10. Click the Match tab and modify the following settings as needed:

    • Last Match Date Field name.

    • Duplicate Field name.

    • Override Match Field name.

    • Cross Match Mode (lead entities only). Select to enable cross-entity matching, which allows matching on records across contact and lead entity types. For information, see Enable Cross-Entity Matching and Merging.

    • Output Mappings. Edit, add, or delete output mapping for CRM and Trillium field names as needed.

    Click Apply Changes to Match to save your changes in memory.

  11. Click the Window Keys tab and modify the following settings as needed:

    • Hard Limit. The hard limit represents the maximum number of match candidate records sent to the matcher in a single request. A candidate record has the same window key as the master record it is matched against. The higher the limit, the larger the number of candidates sent to the matcher, although performance may be slower depending on your configuration. Conversely, the lower you set the limit, the better the performance but with fewer candidates sent to the matcher.200 is the recommended hard limit value. If you modify this value, run tests to ensure you get the expected match results.

    • Output Mappings. Edit, add, or delete output mapping for CRM field names as needed.

    Click Apply Changes to Window Keys to save your changes in memory.

  12. Click the Auto Merge tab and modify the following settings as needed (account, contact, and lead entities only):

    • Pattern ID List. The Pattern ID values indicate the strength of the relationship of the matched records you want merged. Any records with the Pattern ID in this field will be merged when you run an auto merge request.

      The default Pattern ID is 100, which indicates records for which there is a high confidence match on name and address. You can change this ID or add additional IDs in a comma-separated list. For example, 100,102 will merge records that have a Pattern ID of either 100 or 102. For more information about Pattern IDs, see the Trillium Quality for Dynamics User’s Guide.

    • Field List. This is the list of CRM fields you want copied over to the master record. Add any additional fields to be merged and remove fields that you do not want merged. For more information and guidelines, see Merging Records with Auto Merge.

    Click Apply Changes to Auto Merge to save your changes in memory.

  13. Click the Duplicate Popup tab (account, contact, and lead entities only) and modify the Field List. This list determines the fields displayed in the Duplicates Detected popup window in CRM. Add any additional fields to be displayed and remove fields that you do not want displayed.

    Note: Do not add picklist fields to the window; picklist fields cannot be properly displayed in the Duplicates window.

    For more information about the Duplicates window and information on how to modify the fields by editing directly in the web resource XML file, see Detecting and Merging Duplicates.

    Click Apply Changes to Duplicate Popup to save your changes in memory.

  14. Click the Match Display tab (account, contact, and lead entities only) and modify the Field List. These fields, along with each record’s creation date, entity name, and record ID, are the columns that will be displayed in the TSS Match Display List in CRM. Add additional fields to be displayed and remove those fields that you do not want displayed.

    For additional guidelines and information on how to modify the fields by editing directly in the web resource XML file, see Changing TSS Match Display List Fields.

    Click Apply Changes to Match Display to save your changes in memory.

  15. Click the Lookup Fields tab and add one or more sets of lookup field names, read field names, and write field names for the current entity. For more information, see Lookup Fields.

    Click Apply Changes to Lookup Fields to save your changes in memory.

  16. Click Save to Server to save to the database all changes.

  17. (Optional) To reload the Edit Configuration values as they were last published to the database, click Reload from Server.

  18. If you are finished editing the configuration, click Publish All and close the Edit Configuration window. To ensure your changes are reflected immediately within Dynamics, from the Deployment Manager, on the Utilities tab, click Refresh Cache.