Data Steward Guide

10.4

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Entering Search Criteria

To enter search criteria:

Start the Merge Manager.

The Merge Manager Setup screen appears.

Perform the following tasks on the Merge Manager Setup screen:

Required. Choose the base object to use for the merge from the Base Object menu.

Base objects are your business entities (such as Customer, Location, Vendor, Product, and so on). The Base Object menu displays only base objects that can consolidate data. Your base object choice determines some of the other choices on the setup screen, such as packages.

Optional. Click the

Get Count

button to display the base object rows queued for manual merge.

Required. Select which Merge package and Display package to use to display the data.

There are two kinds of packages:

Package	Description
Merge Package	Used for presenting the data in the cell-by-cell comparison area in the bottom section of the Merge screen. A merge package can only contain columns from the selected base object.
Display Package	Used for presenting the data in the top two sections of the Merge screen. The display package can be any package for which you have permission. The package is based on the base object, and can contain columns from additional tables besides the base object. The display package can be the same as the Merge package. It can also contain columns from the additional tables (besides the base object) by creating a join to join the package to other tables—not the base object directly.

Package

Description

Merge Package

Used for presenting the data in the cell-by-cell comparison area in the bottom section of the Merge screen. A merge package can only contain columns from the selected base object.

Display Package

Used for presenting the data in the top two sections of the Merge screen. The display package can be any package for which you have permission. The package is based on the base object, and can contain columns from additional tables besides the base object.

The display package can be the same as the Merge package. It can also contain columns from the additional tables (besides the base object) by creating a join to join the package to other tables—not the base object directly.

Packages determine which columns from the base object will be visible in the Merge screen. You must have permission from your Hub administrator to view packages. For more information about packages, see the

Multidomain MDM Configuration Guide

If an administrator makes a change to the package you are using, these changes are not visible in the Merge Manager until you refresh the display.

Optional. Specify the maximum number of unmerged records to add to your assignment list.

This step is optional, but if you do not specify a number, all the records that are queued for merge in the selected base object will be assigned to you, causing potential performance issues.)

Optional. Click

Clear Assigned Records

to clear your assignment list and allow another data steward to add those records to their own assignment lists.

Resetting your assignment list does not delete or remove any records from the manual merge queue.

From the Query menu, specify the query to use when sorting which records will be assigned to you for merging.

Your assignment is a subset of the queued, unassigned records for the selected source system. To specify a query, use one of the following options:

Option	Description
Predefined Query	To populate your assignment list based on a pre-defined query, select a pre-defined query from the list. Your administrator defines these queries. To avoid conflicting queries, be familiar with the query parameters before you add additional filters. Conflicting queries produce an empty result set. For example: The pre-defined query specifies only records in which the state field is CA. Your filter specifies only records that have a state field of NJ. There will be no records that satisfy both conditions, so you will see an empty result set.
Search Wizard	You can define the assignment based on any search criteria using the columns in the selected display package.
None	If you select “None” from the Query drop down list, Informatica MDM Hub will simply assign queued records to you when you click Begin Merge... (for whatever number of records you entered).

Once records have been assigned to you, they are reserved for your use and no other users can merge them. Likewise, you will not be able to merge the records assigned to other users. If, after doing a query for your assignment, you get no records displayed in the Merge screen (even though there are records queued for merge), it is because all queued records have already been assigned to other users.

As you merge records, the number of records assigned to you is reduced until you have no further records to merge.

Select the number of records to return per page from the Page Size menu.

Use this setting to control how many records are displayed per page when the merge screen is displayed.

The more data you display, the slower the performance of the Merge Manager. For the most efficient processing, display only a small number of records at a time (for example, 20 to 50 records), and keep your assignment list as small as possible.

Click

Begin Merge

The Merge Manager screen is displayed.

For state

management-enabled

base objects, only ACTIVE records are displayed. Records in a PENDING or DELETE state cannot be the target of a merge.

Merging Records

Starting the Merge Manager

Using the Search Wizard to See a Subset of the Data

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