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Inaport Training<= /span>

Standard Matching

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Matching

&#= 8226;Process of deciding which record or set of records in the target table(s) should be updated

&#= 8226;Alternatively, decide if record already exists and take appropriate action

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Matching Techniqu= es

Inaport supports different ways to match

•Standard

•build expressions on source and target

•Fuzzy

•Refine Standard to allow for bad data

•SQL

•Use SQL SELECT instead of expressions

•External

•Use an external match file generated by another application such as Paribus

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Standard Matching=

Easiest, most flexible of the techniques&= #13;

&#= 8226;Can match on ANY field or combination of fields

•Can apply expressions for in= coming and/or target records independently <= /span>

&= #8226;Source: normcomp(#MyCompany)

&= #8226;Target: normcomp((#Account)

•Use AND / OR to provide complicated matches

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How it Works

For each table wi= th Standard matching

•Read the match fields

•Build an in memo= ry index for each table

•The target match expression is applied to the field data read from the table

•As each record comes in

•The source match expression is applied to the record

•The resulting value is found in the in memory index

•If necessary, in memory index is updated after cha= nges are applied to database

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Matching Example<= /span>

Company

&= #8226;Match on name, area code

Person

&= #8226;Match on first & last name

Import leads to Co= mpany - Person

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Select Match Type=

On the Operation Tab, select “Standard Matching”

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Company Relations= hips

Only need primary key as this is top table

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Content-Type: text/html; charset="us-ascii" Slide 1

Company Match Tab=

Build expressions on source side and target side

•E.g= . name and phone number area code

•<= /span>Using normcomp() function to normalise company name.= This will lower case, equalise spaces, remove noise words

•Rem= ember – results will be compared exactly

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1

Company Map Tab

Need to= make sure all fields used in matchi= ng are mapped when creating records

In memory indexes= will be updated

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Matching – Parent/Child

Two parts

&= #8226;Table relationships

= 226;Specify primary/foreign keys using data dictionary, expression editor

•Primary key from parent used to find related records in child

•

&= #8226;Match expressions

= 226;Further refine matches on tables AFTER relationships have been used

------=_NextPart_01C8993F.9DCB39B0 Content-Location: file:///C:/C91392A4/Match_Standard_files/slide0026.htm Content-Transfer-Encoding: quoted-printable Content-Type: text/html; charset="us-ascii" Slide 1

Person Relationsh= ips

As the Person table is a child of Company, need to= specify the foreign key that relates = child table to paren= t

Inapor= t will normally fill in automatically

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Person Match tab<= /span>

Matching on first and last name

&= #8226;E.g. Concatenate names, then normalise

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file:///C:/C91392A4/Match_Standard_files/slide0028.htm Content-Transfer-Encoding: quoted-printable Content-Type: text/html; charset="us-ascii" Slide 1

Person Map Tab

As with Company, it is important to ensure = that match fields are also mapped, or= indexes may not be updated correctly<= /span>

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Benefits

Easy to understand

Works across all target systems

Very flexible matching

•Can= use any combination of fields

•Can= use simple or complex expressions for either source or target

•Can= do “OR” matching – specify multiple different match = criteria, match on any

High speed for moderate data sets

•<= /span>200,000 – 400,000 records

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Drawbacks<= span style=3D'mso-special-format:lastCR;display:none'>

•Can be slow for large (>400,000) data sets

•Up = front cost of building indexes

–Ina= port has to read data from target and build the index

•Mem= ory cost of indexes

–Lar= ge indexes can consume a lot of memory

•

•Ultimately, is an exact match criteria

•Can= use expressions such as norm()

•Con= sider Fuzzy Matching if issue

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Summary

Standard Matching= is powerful, flexible and easy to understand

For dirty data, c= onsider Fuzzy Matching

For large data se= ts, consider SQL Matching

Remember

•You can mix and match – use different match = techniques on different tables=

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THANK YOU

www.inapl= ex.com

www.inaplex.com/cs/forums

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Table Operations<= /span>

•Create new

•Create a new record always – no match required

•Update

•Means must be able to match

•Update single match

–Make sure only *ONE* record matches

•Update all matches

•Update or create

•Try to match, if fail then create

•Match only

•No mapping

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©<= span style=3D'mso-spacerun:yes'> Copyright 2007 InaPlex Limited

Table Operations<= /span>

Address any table or combination of tables

&#= 8226;Can have same table multiple times

•E.g. Importing an ACT contact record with multiple contacts in same record

New set of operations on each table

=

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©<= span style=3D'mso-spacerun:yes'> Copyright 2007 InaPlex Limited

Table Operations<= /span>

<= /div>

<= /div>

<= /div>

<= /div>

<= /div>

<= /div>

<= /div>

Account

<= /div>

Contact

<= /div>

<= /div>

<= /div>

ContactExtra

Source Data

Tables in target system=

<= /div>

<= /div>

<= /div>

Address

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©<= span style=3D'mso-spacerun:yes'> Copyright 2007 InaPlex Limited

Table Operations<= /span>

•Operations are applied to ta= bles starting from top of tree and working down

•

&#= 8226;Decision on top table may cause child tables to not be touched

•

&= #8226;Consider effect:

= 226;“Create not exist” on top means only sensible op on child is create always

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©<= span style=3D'mso-spacerun:yes'> Copyright 2007 InaPlex Limited

Match Example

Suppose our database has company and people like this:

Company table:

•com= p1, Acme Corp

•com= p2, Beta LLC

Person table:

•per= s1, comp1, John Smith

•per= s2, comp1, Fred Jones

•per= s3, comp2, John Smith

•

Pers1 and pers2 are members of Acme Corp

Pers3 is a member of Beta LLC

Notice pers1 and pers3 have the same name

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©<= span style=3D'mso-spacerun:yes'> Copyright 2007 InaPlex Limited

Match Example

The incoming data is:

&= #8226;Acme Corp, John Smith

Inaport will first match on company <= /span>

&= #8226;Acme Corp

and get the primary key:
&= #8226;“comp1”

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©<= span style=3D'mso-spacerun:yes'> Copyright 2007 InaPlex Limited

Match Example

The Company primary key is then used to find the correct person records:

•per= s1, comp1, John Smith

•per= s2, comp1, Fred Jones

Note – the “John Smith” belongin= g to Beta LLC is skipped

Then the person “John Smith” is matched.

Correct record is “pers1”

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©<= span style=3D'mso-spacerun:yes'> Copyright 2007 InaPlex Limited

Matching Techniqu= es

Each technique has strengths and weaknesses

Standard

•Pow= erful, flexible

•In = memory index can take time to build

Fuzzy

•Eve= n more powerful than standard

•More performance intensive, may require user review

SQL

•No = upfront cost of building indexes

•Less flexible, requires SQL knowledge, cost per source record

External

•Ben= efit from dedicated matching app

•Tim= e and complexity of running external app

See the tutorial movies for demonstration of &#= 13;

each of these matching techniques

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©<= span style=3D'mso-spacerun:yes'> Copyright 2007 InaPlex Limited

Matching - SQL

SQL matching is an alternative scheme = ;

&#= 8226;Executes SQL SELECT against the target table(s) for each incoming record

&= #8226;Benefits

&= #8226;No up front cost

&= #8226;No memory cost

&= #8226;Drawbacks

&= #8226;Not as flexible – restricted to SQL <= /div>
&= #8226;SQL cost per incoming record

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©<= span style=3D'mso-spacerun:yes'> Copyright 2007 InaPlex Limited

Matching - Fuzzy<= /span>

All matching so f= ar has been exact

•Match criteria must result in exact match <= /div>
•“InaPlex” <> “inaplx”

• = ;

Fuzzy matching allows a scoring based matchi= ng

•Algorithm decides how “close” two strings = are and gives a score

•See Tools – Fuzzy Match demonstration

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©<= span style=3D'mso-spacerun:yes'> Copyright 2007 InaPlex Limited

Matching - Fuzzy<= /span>

In Fuzzy Match, set scoring levels

&= #8226;Score > Upper

&= #8226;good match – accept immediately

&= #8226;Lower < Score < Upper

&= #8226;Possible match – user review

&= #8226;Score < lower

&= #8226;Not a match – reject

=

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©<= span style=3D'mso-spacerun:yes'> Copyright 2007 InaPlex Limited

Matching - Fuzzy<= /span>

In general:

•Inc= oming record must be scored against every target record

•<= /span>Need to find all scores then rank

•

Clustering of matching reduces number of comparisons

•E.g= . use first letter of match

•Red= uces number of scores generated

•Pos= sibly causes missed matches

•<= /span>E.g. “Inaplex” and “naplex”

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©<= span style=3D'mso-spacerun:yes'> Copyright 2007 InaPlex Limited

User Review

•Sho= ws the source record and possible matches in target

•Use= r can select one or more records as match

•Opt= ions

•<= /span>Review “good” and “possible” matches

–<= /span>For testing purposes

•<= /span>Review just “possible” matches

–<= /span>If there are no possibles, good and n= o match accepted auto= matically

•<= /span>No review

–<= /span>Good and no match accepted automatica= lly

–<= /span>Possible treated as bad

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©<= span style=3D'mso-spacerun:yes'> Copyright 2007 InaPlex Limited

Customise User Review

= 226;May need to see more than the target table to decide on match

&= #8226;Can also display associated tables

&= #8226;E.g. Address, Contact

•Can also select which fields= from associated tables to display

=

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null; var g_animUseRuntime =3D false; var g_animItemsToHide, g_animInteractiveItems, g_animSlideTime; var g_animMainSequence =3D null; var ENDSHOW_MESG=3D"End of slide show, click to exit.", SCREEN_MODE=3D"Fram= es", gIsEndShow=3D0, NUM_VIS_SLDS=3D32, SCRIPT_HREF=3D"script.js", FULLSCR_= HREF=3D"fullscreen.htm"; var gCurSld =3D gPrevSld =3D 1, g_offset =3D 0, gNtsOpen =3D gHasNts =3D gO= tlTxtExp =3D 0, gHasNarration =3D 0, gOtlOpen =3D true window.gPPTHTML=3DSupportsPPTHTML() var g_fBaseHyperlink =3D false; var gMainDoc=3Dnew Array(new hrefList("slide0001.htm",1,-1,1),new hrefList(= "slide0007.htm",1,-1,1),new hrefList("slide0018.htm",1,-1,1),new hrefList("= slide0009.htm",1,-1,1),new hrefList("slide0011.htm",1,-1,1),new hrefList("s= lide0022.htm",1,-1,1),new hrefList("slide0029.htm",1,-1,1),new hrefList("sl= ide0023.htm",1,-1,1),new hrefList("slide0024.htm",1,-1,1),new hrefList("sli= de0025.htm",1,-1,1),new hrefList("slide0008.htm",1,-1,1),new hrefList("slid= e0026.htm",1,-1,1),new hrefList("slide0027.htm",1,-1,1),new hrefList("slide= 0028.htm",1,-1,1),new hrefList("slide0030.htm",1,-1,1),new hrefList("slide0= 031.htm",1,-1,1),new hrefList("slide0033.htm",1,-1,1),new hrefList("slide00= 32.htm",1,-1,1),new hrefList("slide0005.htm",1,-1,1),new hrefList("slide000= 4.htm",1,-1,1),new hrefList("slide0003.htm",1,-1,1),new hrefList("slide0006= .htm",1,-1,1),new hrefList("slide0010.htm",1,-1,1),new hrefList("slide0019.= htm",1,-1,1),new hrefList("slide0020.htm",1,-1,1),new hrefList("slide0021.h= tm",1,-1,1),new hrefList("slide0012.htm",1,-1,1),new hrefList("slide0013.ht= m",1,-1,1),new hrefList("slide0014.htm",1,-1,1),new hrefList("slide0015.htm= ",1,-1,1),new hrefList("slide0016.htm",1,-1,1),new hrefList("slide0017.htm"= ,1,-1,1)); /********************************************* Frameset functions These functions control slide navigation and state of the frameset. **********************************************/ function RemoveFilePrefixFromHref(href) { var regExp =3D /^file:\/\/\//i; return href.replace(regExp, "") } function FullScrInit() { g_allowAdvOnClick =3D GetCurSld().mAdvOnClk document.body.style.backgroundColor=3D"black" document.oncontextmenu=3Dparent._CM; document.onkeydown =3D _KDH; document.ondragstart=3DCancel document.onselectstart=3DCancel self.focus() } function Redirect( frmId ) {=09 var str=3Ddocument.location.hash,idx=3Dstr.indexOf('#'), sId=3DGetSldId() if(idx>=3D0) str=3Dstr.substr(1); if( window.name !=3D frmId && ( sId !=3D str) ) { obj =3D GetObj("Main-File") window.location.href=3Dobj.href+"#"+sId return 1 } return 0 } var MHTMLPrefix =3D CalculateMHTMLPrefix();=20 function CalculateMHTMLPrefix() { if ( document.location.protocol =3D=3D 'mhtml:') {=20 href=3Dnew String(document.location.href)=20 Start=3Dhref.indexOf('!')+1=20 End=3Dhref.lastIndexOf('/')+1=20 if (End < Start)=20 return href.substring(0, Start)=20 else=20 return href.substring(0, End)=20 } return ''; } function GetTags(base,tag) { if(g_supportsPPTHTML) return base.all.tags(tag); else return base.getElementsByTagName(tag); } function UpdNtsPane(){ if(frames["PPTNts"]) PPTNts.location.replace( MHTMLP= refix+GetHrefObj( gCurSld ).mNtsHref ) } function UpdNavPane( sldIndex ){ if(gNavLoaded) PPTNav.UpdNav() } function UpdOtNavPane(){ if(gOtlNavLoaded) PPTOtlNav.UpdOtlNav() } function UpdOtlPane(){ if(gOtlLoaded) PPTOtl.UpdOtl() } function SetHasNts( fVal ) { if( gHasNts !=3D fVal ) { gHasNts=3DfVal UpdNavPane() } } function ToggleOtlText() { gOtlTxtExp=3D!gOtlTxtExp UpdOtlPane() } function ClearMedia() { // Clear any sounds playing before launching another browser window. Other= wise, // in fullscreen mode, you'll continue to hear the sound in the frames mod= e. if (PPTSld.pptSound) PPTSld.pptSound.loop =3D 0; } function FullScreen() {=20 if ( PPTSld.g_animUseRuntime ) PPTSld.document.body.pause(); ClearMedia(); var href =3D ( document.location.protocol =3D=3D 'mhtml:') ? FULLSCR_HREF = : FULLSCR_HREF+"#"+GetHrefObj(gCurSld).mSldHref; if (MHTMLPrefix !=3D "") href =3D RemoveFilePrefixFromHref(href) if(PPTNav.event.ctrlKey) { var w =3D (window.screen.availWidth * 1.0) / 2.0 var h =3D w * (PPTSld.g_origH * 1.0) / PPTSld.g_origW win =3D window.open( MHTMLPrefix+href,null,"toolbar=3D0,resizable=3D1,top= =3D0,left=3D0," + "width=3D"+ w + ",height=3D" + h ); if( win.document.body && PPTSld.g_animUseRuntime ) win.document.body.PPTSldFrameset=3Dwindow; } else { win =3D window.open( MHTMLPrefix+href,null,"fullscreen=3Dyes" ); if( win.document.body && PPTSld.g_animUseRuntime ) win.document.body.PPTSldFrameset=3Dwindow; } } function ToggleVNarration() { rObj=3DPPTSld.document.all("NSPlay") if( rObj && !PPTSld.g_animUseRuntime ) { if( (rObj.playState =3D=3D 1)||(rObj.playState =3D=3D 0) ) rObj.Play() else if( rObj.playState =3D=3D 2 ) rObj.Pause() else return; } else if( PPTSld.g_animUseRuntime ) { narObj =3D PPTSld.document.all("narrationID") if( narObj ) narObj.togglePause() } } function GetCurSldNum() { =20 obj=3DGetHrefObj(gCurSld) if( obj.mOrigVis =3D=3D 1 ) return obj.mSldIdx else =20 return gCurSld } function GetNumSlds() { =20 if( GetHrefObj(gCurSld).mOrigVis =3D=3D 1 ) return GetSldList().mNumVisSlds; else return GetSldList().mList.length } function GetSldNum( href ) { for(ii=3D0; ii 1 ) PopSldList(); else if( !IsFramesMode() ) { if( gLoopCont ) GoToFirst() else EndShow() } } function GoToPrevSld() { ii=3DgCurSld-1 if( ii > 0 ) { obj=3DGetHrefObj(ii) while ( obj && ( obj.mVis =3D=3D 0 ) && ( ii>0 ) ) obj=3DGetHrefObj(--ii) if( ii =3D=3D 0 ) ii=3D1 GoToSldNum(ii) } } function GoToFirst(){ GoToSld( GetHrefObj(1).mSldHref ) } function GoToLast() { ii=3DGetSldList().mList.length if( ii !=3D gCurSld ) GoToSld( GetHrefObj(ii).mSldHref ) } function GoToSldNum( num ) { if( PPTSld.event ) PPTSld.event.cancelBubble=3Dtrue obj =3D GetHrefObj( num ) obj.mVis=3D1 gPrevSld=3DgCurSld gCurSld =3D num; =09 if (MHTMLPrefix !=3D "") PPTSld.location.replace(MHTMLPrefix+RemoveFilePrefixFromHref(obj.mSldHref= )) else PPTSld.location.replace(obj.mSldHref) =09 if( IsFramesMode() ) { UpdNavPane(); UpdOtlPane(); UpdNtsPane() } } function GoToSld( href ) { if( PPTSld.event ) PPTSld.event.cancelBubble=3Dtrue GetHrefObj( GetSldNum(href) ).mVis=3D1 if (MHTMLPrefix !=3D "") PPTSld.location.replace(MHTMLPrefix+RemoveFilePrefixFromHref(href)) else PPTSld.location.replace(href) } function SldUpdated( id ) { if( id =3D=3D GetHrefObj(gCurSld).mSldHref ) return gPrevSld=3DgCurSld gCurSld=3DGetSldNum(id) if( IsFramesMode() ) { UpdNavPane(); UpdOtlPane(); UpdNtsPane() } } function PrevSldViewed(){ GoToSld( GetHrefObj(gPrevSld).mSldHref ) } function HasPrevSld() { return ( gIsEndShow || ( gCurSld !=3D 1 && GetHrefO= bj( gCurSld-1 ).mVis =3D=3D 1 )||( GetCurSldNum() > 1 ) ) } function HasNextSld() { return (GetCurSldNum() !=3D GetNumSlds()) } function CloseWindow() { if( HideMenu() ) return; =09 var event =3D PPTSld.event; if( !IsFramesMode() && event && (event.keyCode=3D=3D27 || event.keyCode=3D= =3D32 || event.type=3D=3D"click" ) ) window.close( self ); CatchNumKeys( self, event ); } function Unload() { gIsEndShow=3D0; } function SetupEndShow() { gIsEndShow=3D1; PPTSld.document.body.scroll=3D"no"; PPTSld.document.onkeypress=3DCloseWindow; PPTSld.document.onclick=3DCloseWindow; PPTSld.document.oncontextmenu=3D_CM; } function EndShow() { if( IsFramesMode() ) return if( PPTSld.event ) PPTSld.event.cancelBubble=3Dtrue doc=3DPPTSld.document var dir =3D doc.body.dir if( dir !=3D "rtl" ) dir =3D "ltr"; doc.open() doc.writeln('

' + ENDSHOW_MESG + '
') doc.close() } function SetSldVisited(){ GetSldList().mList[gCurSld-1].mVisited=3Dtrue } function IsSldVisited(){ return GetSldList().mList[gCurSld-1].mVisited } function hrefList( sldHref, visible, advDelay, advClk ) { this.mSldHref=3D this.mNtsHref =3D sldHref this.mOrigVis=3D this.mVis =3D visible this.mVisited=3D false this.mAdvDelay=3D advDelay this.mAdvOnClk=3D advClk } function SldList(arr,curSld,fEnd) { this.mCurSld =3D curSld; this.mList =3D new Array(); var idx =3D 1; for(ii=3D0;ii 0) { PushSldList(sldList,fEnd); gCurSld =3D 1; } else if( PPTSld.event ) PPTSld.event.cancelBubble=3Dtrue } function PushSldList(arr,fEnd) { var ii =3D gSldStack.length; gSldStack[ii] =3D new SldList(arr,gCurSld,fEnd); GoToSld( gSldStack[ii].mList[0].mSldHref ); } function PopSldList() { if (gSldStack[gSldStack.length-1].fEndShow) EndShow() else { gCurSld =3D gSldStack[gSldStack.length-1].mCurSld; gSldStack[gSldStack.length-1] =3D null; gSldStack.length--; var sldList =3D gSldStack[gSldStack.length-1]; GoToSld( sldList.mList[gCurSld - 1].mSldHref ); } } var custShowList=3Dnew Array(); /********************************************* Navigation button implementation There are 2 types of buttons: ImgBtn, TxtBtn implemented as function objects. They share a similiar interface so the event handlers can call SetActive, for example, on a button=20 object without needing to know exactly=20 what type of button it is. **********************************************/ //---------------------------------- function ImgBtn( oId,bId,w,action ) //---------------------------------- { var t=3Dthis t.Perform =3D _IBP t.SetActive =3D _IBSetA t.SetInactive=3D _IBSetI t.SetPressed =3D _IBSetP t.SetDisabled=3D _IBSetD t.Enabled =3D _IBSetE t.ChangeIcon =3D null t.UserAction =3D action t.ChgState =3D _IBUI t.mObjId =3D oId t.mBorderId=3D bId t.mWidth =3D w t.mIsOn =3D t.mCurState =3D 0 } function _IBSetA() { if( this.mIsOn ) { obj=3Dthis.ChgState( gHiliteClr,gShadowClr,2 ) obj.style.posTop=3D0 } } function _IBSetI() { if( this.mIsOn ) { obj=3Dthis.ChgState( gFaceClr,gFaceClr,1 ) obj.style.posTop=3D0=20 } } function _IBSetP() { if( this.mIsOn ) { obj=3Dthis.ChgState( gShadowClr,gHiliteClr,2 ) obj.style.posLeft+=3D1; obj.style.posTop+=3D1 } } function _IBSetD() { =20 obj=3Dthis.ChgState( gFaceClr,gFaceClr,0 ) obj.style.posTop=3D0=20 } function _IBSetE( state ) { var t=3Dthis GetObj( t.mBorderId ).style.visibility=3D"visible" if( state !=3D t.mIsOn ) { t.mIsOn=3Dstate if( state ) t.SetInactive() else t.SetDisabled() } } function _IBP() { var t=3Dthis if( t.mIsOn ) { if( t.UserAction !=3D null ) t.UserAction() if( t.ChangeIcon ) { obj=3DGetObj(t.mObjId) if( t.ChangeIcon() ) obj.style.posLeft=3Dobj.style.posLeft+(t.mCurState-4)*t.mWidth else obj.style.posLeft=3Dobj.style.posLeft+(t.mCurState-0)*t.mWidth } t.SetActive() } =20 } function _IBUI( clr1,clr2,nextState ) { var t=3Dthis SetBorder( GetObj( t.mBorderId ),clr1,clr2 ) obj=3DGetObj( t.mObjId ) obj.style.posLeft=3Dobj.style.posLeft+(t.mCurState-nextState)*t.mWidth-obj= .style.posTop t.mCurState=3DnextState return obj } //----------------------------------------- function TxtBtn( oId,oeId,action,chkState ) //----------------------------------------- { var t=3Dthis t.Perform =3D _TBP t.SetActive =3D _TBSetA t.SetInactive=3D _TBSetI t.SetPressed =3D _TBSetP t.SetDisabled=3D _TBSetD t.SetEnabled =3D _TBSetE t.GetState =3D chkState t.UserAction =3D action t.ChgState =3D _TBUI t.mObjId =3D oId t.m_elementsId=3D oeId t.mIsOn =3D 1 } function _TBSetA() { var t=3Dthis if( t.mIsOn && !t.GetState() ) t.ChgState( gHiliteClr,gShadowClr,0,0 ) } function _TBSetI() { var t=3Dthis if( t.mIsOn && !t.GetState() ) t.ChgState( gFaceClr,gFaceClr,0,0 ) } function _TBSetP() { if( this.mIsOn ) this.ChgState( gShadowClr,gHiliteClr,1,1 ) } function _TBSetD() { =20 this.ChgState( gFaceClr,gFaceClr,0,0 ) this.mIsOn =3D 0 } function _TBSetE() { var t=3Dthis if( !t.GetState() ) t.ChgState( gFaceClr,gFaceClr,0,0 ) else t.ChgState( gShadowClr,gHiliteClr,1,1 ) t.mIsOn =3D 1 } function _TBP() { var t=3Dthis if( t.mIsOn ) {=20 if( t.UserAction !=3D null ) t.UserAction() if( !t.GetState ) return if( t.GetState() ) t.SetPressed() else t.SetActive() } =20 } function _TBUI( clr1,clr2,lOffset,tOffset ) { SetBorder( GetObj( this.mObjId ),clr1,clr2 ) Offset( GetObj( this.m_elementsId ),lOffset,tOffset ) } function Offset( obj, top, left ){ obj.style.top=3Dtop; obj.style.left=3Dle= ft } function SetBorder( obj, upperLeft, lowerRight ) { s=3Dobj.style; s.borderStyle =3D "solid" s.borderWidth =3D 1=20 s.borderLeftColor =3D s.borderTopColor =3D upperLeft s.borderBottomColor=3D s.borderRightColor =3D lowerRight } function GetBtnObj(){ return gBtnArr[window.event.srcElement.id] } function BtnOnOver(){ b=3DGetBtnObj(); if( b !=3D null ) b.SetActive() } function BtnOnDown(){ b=3DGetBtnObj(); if( b !=3D null ) b.SetPressed() } function BtnOnOut(){ b=3DGetBtnObj(); if( b !=3D null ) b.SetInactive() } function BtnOnUp() { b=3DGetBtnObj() if( b !=3D null ) b.Perform() else Upd() } function GetNtsState(){ return parent.gNtsOpen } function GetOtlState(){ return parent.gOtlOpen } function GetOtlTxtState(){ return parent.gOtlTxtExp } function NtsBtnSetFlag( fVal ) { s=3Ddocument.all.item( this.m_flagId ).style s.display=3D"none" if( fVal ) s.display=3D"" else s.display=3D"none" } function _BSetA_Border(){ b =3D gBtnArr[this.mObjId]; if( b !=3D null ) b.S= etActive() } function _BSetI_Border(){ b =3D gBtnArr[this.mObjId]; if( b !=3D null ) b.S= etInactive() } function _BSetP_Border(){ b =3D gBtnArr[this.mObjId]; if( b !=3D null ) b.S= etPressed() } function _BSetA_BorderImg() {=20 b =3D gBtnArr[this.mBorderId]=20 if( b !=3D null && this.mIsOn && !b.GetState() ) { obj=3Dthis.ChgState( gHiliteClr,gShadowClr,2 ) obj.style.posTop=3D0 } } function _BSetI_BorderImg() {=20 b =3D gBtnArr[this.mBorderId] if( b !=3D null && this.mIsOn && !b.GetState() ) { obj=3Dthis.ChgState( gFaceClr,gFaceClr,1 ) obj.style.posTop=3D0 } } var gHiliteClr=3D"THREEDHIGHLIGHT",gShadowClr=3D"THREEDSHADOW",gFaceClr=3D"= THREEDFACE" var gBtnArr =3D new Array() gBtnArr["nb_otl"] =3D new TxtBtn( "nb_otl","nb_otlElem",parent.ToggleOtlPan= e,GetOtlState ) gBtnArr["nb_otlElem"] =3D new TxtBtn( "nb_otl","nb_otlElem",parent.ToggleOt= lPane,GetOtlState ) gBtnArr["nb_nts"] =3D new ImgBtn( "nb_nts","nb_ntsBorder",10,parent.ToggleN= tsPane ) gBtnArr["nb_nts"].SetActive =3D _BSetA_BorderImg; gBtnArr["nb_nts"].SetInactive =3D _BSetI_BorderImg; gBtnArr["nb_ntsBorder"] =3D new TxtBtn( "nb_ntsBorder","nb_ntsElem",parent.= ToggleNtsPane,GetNtsState ) gBtnArr["nb_ntsElem"] =3D new TxtBtn( "nb_ntsBorder","nb_ntsElem",parent.To= ggleNtsPane,GetNtsState ) gBtnArr["nb_prevBorder"] =3D gBtnArr["nb_prev"]=3D new ImgBtn( "nb_prev","n= b_prevBorder",30,parent.GoToPrevSld ) gBtnArr["nb_nextBorder"] =3D gBtnArr["nb_next"]=3D new ImgBtn( "nb_next","n= b_nextBorder",30,parent.GoToNextSld ) gBtnArr["nb_sldshw"]=3D new ImgBtn( "nb_sldshw","nb_sldshwBorder",18,parent= .FullScreen ) gBtnArr["nb_sldshwBorder"] =3D new TxtBtn( "nb_sldshw","nb_sldshwBorder",pa= rent.FullScreen,null ) gBtnArr["nb_sldshwBorder"].SetActive =3D _BSetA_Border; gBtnArr["nb_sldshwBorder"].SetInactive =3D _BSetI_Border; gBtnArr["nb_sldshwText"] =3D new TxtBtn( "nb_sldshw","nb_sldshwText",parent= .FullScreen,null ) gBtnArr["nb_sldshwText"].SetActive =3D _BSetA_Border; gBtnArr["nb_sldshwText"].SetInactive =3D _BSetI_Border; gBtnArr["nb_voice"] =3D gBtnArr["nb_voiceBorder"] =3D new ImgBtn( "nb_voice= ","nb_voiceBorder",18,parent.ToggleVNarration ) gBtnArr["nb_otlTxtBorder"] =3D gBtnArr["nb_otlTxt"]=3D new ImgBtn( "nb_otlT= xt","nb_otlTxtBorder",23,parent.ToggleOtlText ) gBtnArr["nb_ntsBorder"].m_flagId=3D "nb_nts" gBtnArr["nb_ntsBorder"].SetFlag =3D NtsBtnSetFlag gBtnArr["nb_otlTxt"].ChangeIcon=3D GetOtlTxtState /********************************************* Context menu implementation _CM() is the function that's hooked up to the oncontextmenu event. Once we're asked to show the menu, we first build it by creating DIVs on-the-fly. Then we position it=20 within the screen area so it doesn't get clipped. Creating the DIVs using createElement() means we don't have to write out any extra HTML into the slide HTML files. **********************************************/ var sNext=3D"Next",sPrev=3D"Previous",sEnd=3D"End Show",sFont=3D"Arial",sAr= row=3D"Arrow",sFreeform=3D"Freeform",sRect=3D"Rectangle",sOval=3D"Oval" function ShowMenu() { BuildMenu(); var doc=3DPPTSld.document.body,x=3DPPTSld.event.clientX+doc.scrollLeft,y= =3DPPTSld.event.clientY+doc.scrollTop m =3D PPTSld.document.all.item("ctxtmenu") m.style.pixelLeft=3Dx if( (x+m.scrollWidth > doc.clientWidth)&&(x-m.scrollWidth > 0) ) m.style.pixelLeft=3Dx-m.scrollWidth m.style.pixelTop=3Dy if( (y+m.scrollHeight > doc.clientHeight)&&(y-m.scrollHeight > 0) ) m.style.pixelTop=3Dy-m.scrollHeight m.style.display=3D"" } function _CM() { if( !parent.IsFullScrMode() ) return; if(!PPTSld.event.ctrlKey) { ShowMenu() return false } else HideMenu() } function BuildMenu() { if( PPTSld.document.all.item("ctxtmenu") ) return var mObj=3DCreateItem( PPTSld.document.body ) mObj.id=3D"ctxtmenu" mObj.style.visibility=3D"hidden" var s=3DmObj.style s.position=3D"absolute" s.cursor=3D"default" s.width=3D"120px" SetCMBorder(mObj,"menu","black") var iObj=3DCreateItem( mObj ) SetCMBorder( iObj, "threedhighlight","threedshadow" ) iObj.style.padding=3D2 CreateMenuItem( iObj,sNext,M_GoNextSld,M_True ) CreateMenuItem( iObj,sPrev,M_GoPrevSld,M_HasPrevSld ) =09 CreateSeparator( iObj ) CreateMenuItem( iObj,sEnd,M_End,M_True ) mObj.style.visibility=3D"visible" } function Cancel() { window.event.cancelBubble=3Dtrue; window.event.returnVa= lue=3Dfalse } function Highlight() { ChangeClr("activecaption","threedhighlight") } function Deselect() { ChangeClr("threedface","menutext") } function Perform() { e=3DPPTSld.event.srcElement if( e.type=3D=3D"menuitem" && e.IsActive() ) e.Action() else PPTSld.event.cancelBubble=3Dtrue } function ChangeClr( bg,clr ) { e=3DPPTSld.event.srcElement if( e.type=3D=3D"menuitem" && e.IsActive() ) { e.style.backgroundColor=3Dbg e.style.color=3Dclr } } function M_HasPrevSld() { return( parent.HasPrevSld() ) } function M_GoNextSld() { if( gIsEndShow ) M_End(); else GoToNextSld() } function M_GoPrevSld() { if( gIsEndShow ) { gIsEndShow=3D0; history.back();= PPTSld.event.cancelBubble=3Dtrue; } else GoToPrevSld() } function M_True() { return true } function M_End() { window.close( self ) } function CreateMenuItem( node,text,action,eval ) { var e=3DCreateItem( node ) e.type=3D"menuitem" e.Action=3Daction e.IsActive=3Deval e.innerHTML=3Dtext if( !e.IsActive() ) e.style.color=3D"threedshadow" e.onclick=3DPerform e.onmouseover=3DHighlight e.onmouseout=3DDeselect s=3De.style; 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No= tes

Slide Show

Outline

1

Inaport Training=

Standard Matching

2

Matching

Matching

Process of deciding which record or set of records in the target table(s) should be updated

Alternatively, decide if record already exists and take appropriate action

3

Matching Techniq= ues

Inaport supports different ways to match

Standard

build expressions on source and target

Fuzzy

Refine Standard to allow for bad data

SQL

Use SQL SELECT instead of expressions

External

Use an external match file generated by another application such as Paribus

4

Standard Matchin= g

Easiest, most flexible of the techniques

Can match on ANY field or combination of fields

Can apply expressions for incoming and/or target records independen= tly

Source: normcomp(#MyCompany)

Target: normcomp((#Account)

Use AND / OR to provide complicated matches

5

How it Works=

For each table with Standard matching

Read the match fields

Build an in memory index for each table

The target match expression is applied to the field data read from= the table

As each record comes in

The source match expression is applied to the record

The resulting value is found in the in memory index

If necessary, in memory index is updated after changes are applied= to database

6

Matching Example=

Company

Match on name, area code

Person

Match on first & last name

7

Select Match Typ= e

On the Operation Tab, select “Standard Matching”

8

Company Relation= ships

Only need primary key as this is top table

9

Company Match Ta= b

Build expressions on source side and target side

E.g. name and phone number area code

Using normcomp() function to normalise company name. This will low= er case, equalise spaces, remove noise words

Remember – results will be compared exactly

10

Company Map Tab=

Need to make sure all fields used in matching are mapped when creati= ng records

In memory indexes will be updated

11

Matching – Parent/Child

Two parts

Table relationships

Specify primary/foreign keys using data dictionary, expression edi= tor

Primary key from parent used to find related records in child

Match expressions

Further refine matches on tables AFTER relationships have been use= d

12

Person Relation= ships

As the Person table is a child of Company, need to specify the forei= gn key that relates child table to parent

Inaport will normally fill in automatically

13

Person Match ta= b

Matching on first and last name

E.g. Concatenate names, then normalise

14

Person Map Tab<= /a>

As with Company, it is important to ensure that match fields are also mapped, or indexes may not be updated correctly

15

Benefits

Easy to understand

Works across all target systems

Very flexible matching

Can use any combination of fields

Can use simple or complex expressions for either source or target
Can do “OR” matching – specify multiple different match criteria, match on any

High speed for moderate data sets

200,000 – 400,000 records

16

Drawbacks

Can be slow for large (>400,000) data sets

Up front cost of building indexes

Inaport has to read data from target and build the index

Memory cost of indexes

Large indexes can consume a lot of memory

Ultimately, is an exact match criteria

Can use expressions such as norm()

Consider Fuzzy Matching if issue

17

Summary

Standard Matching is powerful, flexible and easy to understand

For dirty data, consider Fuzzy Matching

For large data sets, consider SQL Matching

Remember

You can mix and match – use different match techniques on different tables

18

"THANK YOU= "

THANK YOU

www.inaplex.com

www.inaplex.com/cs/forums

19

Table Operation= s

Create new

Create a new record always – no match required

Update

Means must be able to match

Update single match

Make sure only *ONE* record matches

Update all matches

Update or create

Try to match, if fail then create

Match only

No mapping

20

Table Operation= s

Address any table or combination of tables

Can have same table multiple times

E.g. Importing an ACT contact record with multiple contacts in same record

New set of operations on each table

21

Table Operation= s

22

Table Operation= s

Operations are applied to tables starting from top of tree and work= ing down

Decision on top table may cause child tables to not be touched

Consider effect:

“Create not exist” on top means only sensible op on ch= ild is create always

23

Match Example

Suppose our database has company and people like this:

Company table:

comp1, Acme Corp

comp2, Beta LLC

Person table:

pers1, comp1, John Smith

pers2, comp1, Fred Jones

pers3, comp2, John Smith

Pers1 and pers2 are members of Acme Corp

Pers3 is a member of Beta LLC

Notice pers1 and pers3 have the same name

24

Match Example

The incoming data is:

Acme Corp, John Smith=

Inaport will first match on company

Acme Corp

and get the primary key:

“comp1”

25

Match Example

The Company primary key is then used to find the correct person reco= rds:

pers1, comp1, John Smith

pers2, comp1, Fred Jones

Note – the “John Smith” belonging to Beta LLC is skipped

Then the person “John Smith” is matched.

Correct record is “pers1”

26

Matching Techni= ques

Each technique has strengths and weaknesses

Standard

Powerful, flexible

In memory index can take time to build

Fuzzy

Even more powerful than standard

More performance intensive, may require user review

SQL

No upfront cost of building indexes

Less flexible, requires SQL knowledge, cost per source record

External

Benefit from dedicated matching app

Time and complexity of running external app

See the tutorial movies for demonstration of

each of these matching techniques

27

Matching - SQL<= /a>

SQL matching is an alternative scheme

Executes SQL SELECT against the target table(s) for each incoming record

Benefits

No up front cost

No memory cost

Drawbacks

Not as flexible – restricted to SQL

SQL cost per incoming record

28

Matching - Fuzz= y

All matching so far has been exact

Match criteria must result in exact match

“InaPlex” <> “inaplx”

Fuzzy matching allows a scoring based matching

Algorithm decides how “close” two strings are and gives= a score

See Tools – Fuzzy Match demonstration

29

Matching - Fuzz= y

In Fuzzy Match, set scoring levels

Score > Upper

good match – accept immediately

Lower < Score < Upper

Possible match – user review

Score < lower

Not a match – reject

30

Matching - Fuzz= y

In general:

Incoming record must be scored against every target record

Need to find all scores then rank

Clustering of matching reduces number of comparisons

E.g. use first letter of match

Reduces number of scores generated

Possibly causes missed matches

E.g. “Inaplex” and “naplex”

31

"User Revi= ew"

User Review

Shows the source record and possible matches in target

User can select one or more records as match

Options

Review “good” and “possible” matches

For testing purposes

Review just “possible” matches

If there are no possibles, good and no match accepted automatical= ly

No review

Good and no match accepted automatically

Possible treated as bad

32

"Customise= User Review"

Customise User Review

May need to see more than the target table to decide on match

Can also display associated tables

E.g. Address, Contact

Can also select which fields from associated tables to display

= = = = = =
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1	Inaport Training= Standard Matching
2	Matching Matching Process of deciding which record or set of records in the target table(s) should be updated Alternatively, decide if record already exists and take appropriate action
3	Matching Techniq= ues Inaport supports different ways to match Standard build expressions on source and target Fuzzy Refine Standard to allow for bad data SQL Use SQL SELECT instead of expressions External Use an external match file generated by another application such as Paribus
4	Standard Matchin= g Easiest, most flexible of the techniques Can match on ANY field or combination of fields Can apply expressions for incoming and/or target records independen= tly Source: normcomp(#MyCompany) Target: normcomp((#Account) Use AND / OR to provide complicated matches
5	How it Works= For each table with Standard matching Read the match fields Build an in memory index for each table The target match expression is applied to the field data read from= the table As each record comes in The source match expression is applied to the record The resulting value is found in the in memory index If necessary, in memory index is updated after changes are applied= to database
6	Matching Example= Company Match on name, area code Person Match on first & last name
7	Select Match Typ= e On the Operation Tab, select “Standard Matching”
8	Company Relation= ships Only need primary key as this is top table
9	Company Match Ta= b Build expressions on source side and target side E.g. name and phone number area code Using normcomp() function to normalise company name. This will low= er case, equalise spaces, remove noise words Remember – results will be compared exactly
10	Company Map Tab= Need to make sure all fields used in matching are mapped when creati= ng records In memory indexes will be updated
11	Matching – Parent/Child Two parts Table relationships Specify primary/foreign keys using data dictionary, expression edi= tor Primary key from parent used to find related records in child Match expressions Further refine matches on tables AFTER relationships have been use= d
12	Person Relation= ships As the Person table is a child of Company, need to specify the forei= gn key that relates child table to parent Inaport will normally fill in automatically
13	Person Match ta= b Matching on first and last name E.g. Concatenate names, then normalise
14	Person Map Tab<= /a> As with Company, it is important to ensure that match fields are also mapped, or indexes may not be updated correctly
15	Benefits Easy to understand Works across all target systems Very flexible matching Can use any combination of fields Can use simple or complex expressions for either source or target Can do “OR” matching – specify multiple different match criteria, match on any High speed for moderate data sets 200,000 – 400,000 records
16	Drawbacks Can be slow for large (>400,000) data sets Up front cost of building indexes Inaport has to read data from target and build the index Memory cost of indexes Large indexes can consume a lot of memory Ultimately, is an exact match criteria Can use expressions such as norm() Consider Fuzzy Matching if issue
17	Summary Standard Matching is powerful, flexible and easy to understand For dirty data, consider Fuzzy Matching For large data sets, consider SQL Matching Remember You can mix and match – use different match techniques on different tables
18	"THANK YOU= " THANK YOU www.inaplex.com www.inaplex.com/cs/forums
19	Table Operation= s Create new Create a new record always – no match required Update Means must be able to match Update single match Make sure only ONE record matches Update all matches Update or create Try to match, if fail then create Match only No mapping
20	Table Operation= s Address any table or combination of tables Can have same table multiple times E.g. Importing an ACT contact record with multiple contacts in same record New set of operations on each table
21	Table Operation= s
22	Table Operation= s Operations are applied to tables starting from top of tree and work= ing down Decision on top table may cause child tables to not be touched Consider effect: “Create not exist” on top means only sensible op on ch= ild is create always
23	Match Example Suppose our database has company and people like this: Company table: comp1, Acme Corp comp2, Beta LLC Person table: pers1, comp1, John Smith pers2, comp1, Fred Jones pers3, comp2, John Smith Pers1 and pers2 are members of Acme Corp Pers3 is a member of Beta LLC Notice pers1 and pers3 have the same name
24	Match Example The incoming data is: Acme Corp, John Smith= Inaport will first match on company Acme Corp and get the primary key: “comp1”
25	Match Example The Company primary key is then used to find the correct person reco= rds: pers1, comp1, John Smith pers2, comp1, Fred Jones Note – the “John Smith” belonging to Beta LLC is skipped Then the person “John Smith” is matched. Correct record is “pers1”
26	Matching Techni= ques Each technique has strengths and weaknesses Standard Powerful, flexible In memory index can take time to build Fuzzy Even more powerful than standard More performance intensive, may require user review SQL No upfront cost of building indexes Less flexible, requires SQL knowledge, cost per source record External Benefit from dedicated matching app Time and complexity of running external app See the tutorial movies for demonstration of each of these matching techniques
27	Matching - SQL<= /a> SQL matching is an alternative scheme Executes SQL SELECT against the target table(s) for each incoming record Benefits No up front cost No memory cost Drawbacks Not as flexible – restricted to SQL SQL cost per incoming record
28	Matching - Fuzz= y All matching so far has been exact Match criteria must result in exact match “InaPlex” <> “inaplx” Fuzzy matching allows a scoring based matching Algorithm decides how “close” two strings are and gives= a score See Tools – Fuzzy Match demonstration
29	Matching - Fuzz= y In Fuzzy Match, set scoring levels Score > Upper good match – accept immediately Lower < Score < Upper Possible match – user review Score < lower Not a match – reject
30	Matching - Fuzz= y In general: Incoming record must be scored against every target record Need to find all scores then rank Clustering of matching reduces number of comparisons E.g. use first letter of match Reduces number of scores generated Possibly causes missed matches E.g. “Inaplex” and “naplex”
31	"User Revi= ew" User Review Shows the source record and possible matches in target User can select one or more records as match Options Review “good” and “possible” matches For testing purposes Review just “possible” matches If there are no possibles, good and no match accepted automatical= ly No review Good and no match accepted automatically Possible treated as bad
32	"Customise= User Review" Customise User Review May need to see more than the target table to decide on match Can also display associated tables E.g. Address, Contact Can also select which fields from associated tables to display