Configuration Guide

Back Next

Navigating to the Match/Merge Setup Details Dialog

To set up the match and merge process for a base object, begin by completing the following steps:

Start the Schema Manager.

In the schema navigation tree, expand the base object for which you want to define match properties.

In the schema navigation tree, select Match/Merge Setup
.

The Schema Manager displays the Match/Merge Setup Details dialog box.

If you want to change settings, you need to Acquire a write lock.

The Match/Merge Setup Details dialog contains the following tabs:

Tab Name	Description
Properties	Summarizes the match/merge setup and provides various configurable match/merge settings.
Paths	Allows you to configure the match path for parent/child relationships for records in different base objects or in the same base object.
Match Columns	Allows you to configure match columns for match column rules.
Match Rule Sets	Allows you to define a search strategy and rules using match rule sets.
Primary Key Match Rules	Allows you to define primary key match rules.
Match Key Distribution	Shows the distribution of match keys.
Merge Settings	Allows you to merge and link settings.