Configuring Master Batch - 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

The Master Batch process cleanses and matches data based on the rules in the Trillium project that you will use when running Trillium Quality for Dynamics. You must configure Master Batch and set up the project.

To configure Master Batch

  1. Open a browser and navigate to http://host:port/TrilliumSOAP, where host:port is Tomcat’s host address and start port, 8484 by default. The TSI Web Server Administration login page opens.

  2. Enter your User ID (default is tadmin) and Password (default is trillium) and click Login. The Administration Home page opens.

  3. On the Administration Home page, click the MS Dynamics Master Batch Settings tab.

    Master Batch Settings  

    Enter the following:

    • Max Records Per Window Key: Enter the maximum number of records allowed for each window key, between 1 and 10,000 (do not enter commas).

    • Single Window Key: Select the match type (Window Matching or Reference Matching) to perform if your data is matched using a single window key.

    • Max Records From Input File: Enter the maximum number of records to load from the input file, between 1 and 10,000,000 (do not enter commas).

    • Plug-ins Directory: Enter the location of the Trillium Quality for Dynamics \bin directory under MasterBatch\crm\msd.

    • Customer Directory: Enter the location of the Trillium Quality for Dynamics \config directory under MasterBatch\crm\msd.

    • Working Directory: Enter the location of the Trillium Quality for Dynamics \working directory under MasterBatch\crm\msd. The Working directory is where the master loader will write job process information and logs.

    • Encryption/Decryption Key: Enter the key that is being used to provide end-to-end encryption for data between Dynamics CRM and TSI.

    • Click Save Settings.

  4. Click Project Configuration and click Add New Project.

  5. In the Add Project window, enter a project name and the path to the unzipped project and click Save.

    Adding Project
  6. Click Start to start the project.

    Project Configuration