Adding Match Fields to the Web Resource File - 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
Overview
Administration
Configuration
Installation
Reference
How Do I
First publish date
2008

The Trillium Quality for Dynamics web resource XML file includes commented elements that provide a template for adding up to five additional match fields. The commented elements are included for contact, account, and lead entities.

To add additional extension fields to your match criteria, you must modify your Trillium Quality for Dynamics web resource XML file to uncomment the template elements and substitute your CRM field names for the sample names. For each entity to be modified, you must modify four nodes in the web resource XML file: Input, Output, Match, and WindowKeys.

Note: The following procedure describes how to modify the options directly in the XML file. Use this procedure only if you do not have access to the Deployment Manager. To add match fields in the Edit Configuration window of the Deployment Manager, see Editing Entity Configuration.

To modify the Trillium Quality for Dynamics web resource file

  1. Log in to Dynamics 365.

  2. Select one of the following:

    • If you are using a separate solution for customizations, select Settings > Solutions and select the solution. (See Creating a Solution for Trillium Quality for Dynamics Customizations for information about creating a solution for customizations.)

    • If you are not using a separate solution for customizations, select Settings > Customizations > Customize the System.

  3. Select Components > Web Resources and double-click the resource TSS Web Resource. The Web Resource window opens.

  4. In the Content group, next to the Type field, click Text Editor.

  5. If prompted, log in using a login ID with CRM Administrator privileges. The Edit Content window opens, displaying the Trillium Quality for Dynamics web resource XML file.

    Note: You may prefer to copy the XML content into Notepad or an XML editor to make the following edits. Be sure to copy the XML content back into the Dynamics Text Editor when edits are complete.

  6. For each entity (contact, account and/or lead) for which you would like to match on additional fields, make the following changes. (See the Example for a visual illustration of these changes.)

    1. In the <Input> node, uncomment one or more of the five commented numeric, string, or date fields.

    2. Replace the generic CrmFieldName (for example, “crm-numeric-display-field2”) with the CRM database field name to be included in the match criteria. For example, in the Example, the CRM schema field name “accountnumber” is entered.

    3. In the <Output> node, uncomment the same field(s) you uncommented in the <Input> node.

    4. In the <Match> <Output> node, uncomment the same field(s) you uncommented in the <Input> node.

    5. In the <WindowKeys> node, uncomment the same field(s) you uncommented in the <Input> node. An additional window key is required for each additional match criteria.

  7. Repeat Step 6 for other entities as desired. You can define different field assignments for each entity.

  8. Click OK to close the Edit Content window.

  9. Click Publish.

  10. Click Save and close the Web Resource window.

  11. Click Save and Close to close the Default Solution window. Wait 20 minutes for the cached version of the Trillium web resource XML file to be refreshed, or update the cache as described in Updating the Cached Web Resource XML File to test the results of your change immediately.

The following example illustrates modifying the web resource XML file to add the accountnumber field to the match criteria for account entities. (The changes are underscored and highlighted for illustration purposes only; lines in the example are truncated for clarity.)

Note:

  • When displaying the XML file in a browser, the order of the CrmFieldName and TrilliumFieldName attributes may be reversed. The following illustrates the file as displayed in a text editor.

  • The order of fields varies among entity types. Use caution when commenting/uncommenting fields.

  • The added field names must exist in your CRM entity.

 <Entity Name="account" CleanseServer="Default" 
MatchServer="Default" 
AddressValidationFieldName="tss_postal_match_level_text" 
ErrorMessageFieldName="tss_errormessage" 
ErrorDetailFieldName="tss_errordetail" 
BatchKeyFieldName="tss_batchkey" NameForm="2">
    <Cleanse LastCleanseDateFieldName="tss_last_cleanse_date" OverrideCleanseFieldName="tss_over
     <Input>
          <MapField CrmFieldName="name" 
TrilliumFieldName="trillium_busname" />
          <MapField CrmFieldName="address1_line1" 
TrilliumFieldName="trillium_addr_line1" />
          <MapField CrmFieldName="address1_line2" 
TrilliumFieldName="trillium_addr_line2" />
          <MapField CrmFieldName="address1_line3" 
TrilliumFieldName="trillium_addr_line3" />
          <MapField CrmFieldName="address1_city" 
TrilliumFieldName="trillium_city" />
          <MapField CrmFieldName="address1_stateorprovince" 
TrilliumFieldName="trillium_stateorpro
          <MapField CrmFieldName="address1_postalcode" 
TrilliumFieldName="trillium_postalcode" />
          <MapField CrmFieldName="address1_country" 
TrilliumFieldName="trillium_country" />         
            <!--Template for Multiple Window Keys-->
          <MapField CrmFieldName="telephone1" 
TrilliumFieldName="trillium_telephone1" />
          <MapField CrmFieldName="telephone2" 
TrilliumFieldName="trillium_telephone2" />
          <MapField CrmFieldName="emailaddress1" 
TrilliumFieldName="trillium_emailaddress1" />
          <MapField CrmFieldName="accountnumber" 
TrilliumFieldName="trillium_dr_num_field1" />
          <!--<MapField CrmFieldName="crm-numeric-display-field2" 
TrilliumFieldName="trillium_dr_n
          <!--<MapField CrmFieldName="crm-string-display-field1" 
TrilliumFieldName="trillium_dr_st
          <!--<MapField CrmFieldName="crm-string-display-field2" 
TrilliumFieldName="trillium_dr_st
          <!--<MapField CrmFieldName="crm-date-display-field" 
TrilliumFieldName="trillium_dr_date_
       </Input>
       <Output>
          <MapField CrmFieldName="tss_dr_country" 
TrilliumFieldName="DR_COUNTRY" />
         <MapField CrmFieldName="name" 
TrilliumFieldName="DR_BUSINESS_NAME" />
          <MapField CrmFieldName="tss_dr_alias_account" 
TrilliumFieldName="DR_ALIAS_ACCOUNT" />
          <MapField CrmFieldName="tss_windowkey" 
TrilliumFieldName="WINDOW_KEY_01" />
         <MapField CrmFieldName="tss_dr_postal_code_changed" 
TrilliumFieldName="DR_POSTAL_CODE_C
          <MapField CrmFieldName="tss_dr_street_components_changed" 
TrilliumFieldName="DR_STREET_C
          <MapField CrmFieldName="tss_dr_street_name_changed" 
TrilliumFieldName="DR_STREET_NAME_C
          <MapField CrmFieldName="tss_dr_city_area_name_changed" 
TrilliumFieldName="DR_CITY_AREA_N
          <MapField CrmFieldName="tss_dr_pr_rev_group" 
TrilliumFieldName="DR_PR_REV_GROUP" />
          <MapField CrmFieldName="address1_line1" 
TrilliumFieldName="DR_ADDRESS" />
          <MapField CrmFieldName="address1_line2" 
TrilliumFieldName="DR_ADDRESS_LINE2" />
          <MapField CrmFieldName="address1_line3" 
TrilliumFieldName="DR_ADDRESS_LINE3" />
          <MapField CrmFieldName="address1_city" 
TrilliumFieldName="DR_CITY_NAME" />
          <MapField CrmFieldName="address1_stateorprovince" 
TrilliumFieldName="DR_REGION_NAME" />
          <MapField CrmFieldName="address1_country" 
TrilliumFieldName="DR_COUNTRY_NAME" />
          <MapField CrmFieldName="address1_postalcode" 
TrilliumFieldName="DR_POSTAL_CODE" />
          <MapField CrmFieldName="tss_postalmatchlevel" 
TrilliumFieldName="TS_MATCH_LEVEL" />
          <MapField CrmFieldName="tss_postal_match_level_text" 
TrilliumFieldName="POSTAL_MATCH_LE
          <MapField CrmFieldName="tss_censusmatchlevel" 
TrilliumFieldName="DR_CENSUSMATCHLEVEL" />
          <MapField CrmFieldName="tss_censusmatchaccuracy" 
TrilliumFieldName="DR_CENSUSMATCHACCURA
          <MapField CrmFieldName="tss_latitude" 
TrilliumFieldName="DR_LATITUDE" />
          <MapField CrmFieldName="tss_longitude" 
TrilliumFieldName="DR_LONGITUDE" />
          <MapField CrmFieldName="tss_census_match_level_text" 
TrilliumFieldName="CENSUS_MATCH_LEV
          <MapField CrmFieldName="tss_census_match_accuracy_text" 
TrilliumFieldName="CENSUS_MATCH_
          <MapField CrmFieldName="tss_dr_house_number1" 
TrilliumFieldName="DR_HOUSE_NUMBER1" />
          <MapField CrmFieldName="tss_dr_street_name" 
TrilliumFieldName="DR_STREET_NAME" />
          <MapField CrmFieldName="tss_dr_house_number2" 
TrilliumFieldName="DR_HOUSE_NUMBER2" />
          <MapField CrmFieldName="tss_dr_box1_number" 
TrilliumFieldName="DR_BOX1_NUMBER" />
         <!--Template for Multiple Window Keys-->
          <MapField CrmFieldName="tss_dr_bus_phone" 
TrilliumFieldName="DR_BUS_PHONE" />
          <MapField CrmFieldName="tss_dr_other_phone" 
TrilliumFieldName="DR_MISC_PHONE" />
          <MapField CrmFieldName="tss_dr_email" 
TrilliumFieldName="DR_EMAIL" />
          <MapField CrmFieldName="accountnumber" 
TrilliumFieldName="DR_NUM_FIELD1" />
          <!--<MapField CrmFieldName="tss_dr_num_field2" 
TrilliumFieldName="DR_NUM_FIELD2" />-->
          <!--<MapField CrmFieldName="tss_dr_str_field1" 
TrilliumFieldName="DR_STR_FIELD1" />-->
          <!--<MapField CrmFieldName="tss_dr_str_field2" 
TrilliumFieldName="DR_STR_FIELD2" />-->
          <!--<MapField CrmFieldName="tss_dr_date_key1" 
TrilliumFieldName="dr_date_key1" />-->
          <!--<MapField CrmFieldName="tss_dr_date_field1" 
TrilliumFieldName="DR_DATE_FIELD1" />-->
       </Output>
     </Cleanse>
      <Match LastMatchDateFieldName="tss_last_match_date" 
OverrideMapFieldName="tss_override_match" DuplicateFieldName="tss_duplicate">
       <Output>
          <MapField CrmFieldName="tss_dr_alias_account" 
TrilliumFieldName="DR_ALIAS_ACCOUNT" />
         <!--<MapField Value="2" 
TrilliumFieldName="PR_NAME_FORM_01" />-->
         <MapField CrmFieldName="tss_dr_house_number1" 
TrilliumFieldName="DR_HOUSE_NUMBER1" />
          <MapField CrmFieldName="tss_dr_house_number2" 
TrilliumFieldName="DR_HOUSE_NUMBER2" />
          <MapField CrmFieldName="tss_dr_box1_number" 
TrilliumFieldName="DR_BOX1_NUMBER" />
          <MapField CrmFieldName="tss_dr_street_name" 
TrilliumFieldName="DR_STREET_NAME" />
         <MapField CrmFieldName="address1_postalcode" 
TrilliumFieldName="DR_POSTAL_CODE" />
          <MapField CrmFieldName="address1_city" 
TrilliumFieldName="DR_CITY_NAME" />
          <MapField CrmFieldName="tss_dr_country" 
TrilliumFieldName="DR_COUNTRY" />
         <!--Template for Multiple Window Keys-->
          <MapField CrmFieldName="tss_dr_bus_phone" 
TrilliumFieldName="DR_BUS_PHONE" />
          <MapField CrmFieldName="tss_dr_other_phone" 
TrilliumFieldName="DR_MISC_PHONE" />
          <MapField CrmFieldName="tss_dr_email" 
TrilliumFieldName="DR_EMAIL" />
          <MapField CrmFieldName="accountnumber" 
TrilliumFieldName="DR_NUM_FIELD1" />
          <!--<MapField CrmFieldName="tss_dr_num_field2" 
TrilliumFieldName="DR_NUM_FIELD2" />-->
          <!--<MapField CrmFieldName="tss_dr_str_field1" 
TrilliumFieldName="DR_STR_FIELD1" />-->
          <!--<MapField CrmFieldName="tss_dr_str_field2" 
TrilliumFieldName="DR_STR_FIELD2" />-->
          <!--<MapField CrmFieldName="tss_dr_date_field1" 
TrilliumFieldName="dr_date_field1" />-->
       </Output>
     </Match>
     <WindowKeys HardLimit="200" AcceptNullOrEmpty="false">
       <WindowKey CrmFieldName="tss_windowkey" />
       <!--Template for Multiple Window Keys-->
       <WindowKey CrmFieldName="tss_dr_bus_phone" />
       <WindowKey CrmFieldName="tss_dr_other_phone" />
       <WindowKey CrmFieldName="tss_dr_email" />
       <!--<WindowKey CrmFieldName="tss_dr_str_field1" />-->
       <!--<WindowKey CrmFieldName="tss_dr_str_field2" />-->
        <WindowKey CrmFieldName="tss_dr_num_field1" />
       <!--<WindowKey CrmFieldName="tss_dr_num_field2" />-->
       <!--<WindowKey CrmFieldName="tss_dr_date_key1" />-->
     </WindowKeys>