The Configuration report provides a unified view of the
system settings that you configure using the Configuration Console.
Use this report to view or print the current system configuration
before you change system configuration, when you are troubleshooting
a configuration issue, or when you need to compare different configuration
settings.
The report lists the current configuration
settings by category:
- Data Sources
- View configuration settings for data sources, including the data
source ID, the data source code, the role code associated with the
data source, the entity resolution configuration associated with the
data source, and the current status of the data source code (active
or inactive).
- To configure data sources, select .
- Number Types
- View configuration settings for number types, including the number
type ID, the number type, the minimum and maximum length for the number
type, any associated masks for the number type, information about
how the number type is used in entity resolution, and whether the
number type is active or inactive.
- To configure number types, select.
- Characteristic Types
- View configuration settings for characteristic types, including
the characteristic type ID, the name of the characteristic type, the
associated data type for the characteristic (such as character or
date), information about how the characteristic type is used in entity
resolution, and whether the characteristic type is active or inactive.
- To configure characteristic types, select .
- Plugin
- View configuration settings for attribute and scoring customization,
including plugin ID, name, type, version, and Library Short Name.
- To configure plugins for attribute and scoring customization,
select .
- Event Types
- View configuration settings for event types, including the unit
of measure associated with the value for this event. Event types are
part of Event Manager.
- To configure event types, select .
- Data Quality Management Rules
- View the list of data quality management rules (DQM rules) and
their associated parameters that are configured for a specific UMF
tag within a UMF segment, including which UMF segment and UMF tag
name the DQM rule is associated, the order in which the DQM rule is
used on that UMF segment and tag, associated parameters for the DQM
rule on that UMF segment and tag, whether the DQM rule corrects incoming
data for that UMF segment and tag, and whether the DQM rule is currently
enabled on that UMF segment and tag.
- To configure a UMF segment and UMF tag to use DQM rules, select .
- Load Mapping
- View the configuration information for how UMF data is mapped
to the corresponding tables and table columns in the entity database,
including UMF segment name, UMF data path, the name of the entity
database table, the field name and type within that entity database
table, the data type for that field, and whether the mapping is enabled.
- To map data from a UMF segment to a table in the entity database,
select .
- Entity Resolution Rules
- View the configuration settings for each entity resolution rule,
including the entity resolution rule ID, the order for the rule, the
minimum resolution and relationship scores for the rule, and whether
the rule incorporates denials.
- To configure entity resolution rules, select .
- Entity Resolution Confirm/Deny
- View the settings for the scores that contribute to the confirmation
and denial process of entity resolution, including the associated
entity resolution ID and configuration ID, the priority of each score,
the description and attribute name for each score, and the numeric
value of the score.
- To configure settings for entity resolution confirmations and
denials, select .
- Entity Resolution Characteristics
- View the settings for characteristic types that are configured
with confirmation and denial weights used during entity resolution,
including the priority, the confirmation weight, and the denial weight.
- To configure confirmation and denial weights for characteristic
types, select .
- Role Codes
- View the list of configured role codes and their associated settings,
including role code ID and description, role code class, and the current
status of the role code (active or inactive).
- To configure role codes, select .
- Role Alert Rules
- View the list of configured role alert rules and their associated
settings, including role alert rule ID and description, severity,
minimum alert threshold, and the role code IDs of the two roles that
trigger this role alert rule.
- To configure role alert rules, select .
- Name Manager Configuration
- View the configured settings for the Name Manager feature that
extends name precision during entity resolution.
- To configure settings for Name Manager, select .
- Separation Configuration
- View the configured settings for the Degrees of Separation feature
of the pipeline that can detect relationships one, two, or more degrees
of separation.
- To configure settings for degrees of separation, select .
- System Sequences
- View configuration settings for sequence numbers that indicate
how the system loads and processes data. System sequence numbers assist
with system load performance in two ways. First, because they allow
each pipeline to issue one query that grabs a sequential set of numbers,
and then keep those numbers in cache until the numbers are used up.
Secondly, because sequence numbers prevent multiple pipelines that
are generating system-generated IDs from using the same ID number
for more than one record.
- For example, each time the pipeline creates a new entity during
entity resolution processing, the system generates a unique Entity
ID. Using system sequences, the pipeline can send one query to ask
for the next available 1000 Entity ID numbers. So for the next 1000
newly created entities, the pipeline can use the available Entity
ID numbers stored in its memory. The alternative (slower) method is
for each pipeline to send one query to the entity database asking
for a new Entity ID for each new entity created.
- To configure system sequences,
- Generic Thresholds
- View the generic thresholds settings configured by attribute,
including attribute name, attribute type, and the threshold number
that determines when a specific value for that attribute becomes generic.
- To configure generic thresholds by attribute type, select .
- Table Dictionary
- View the dictionary settings by entity database table, including
table name, description, and the table type.
- To configure the table dictionary, select .
- Look Up Tables
- View the settings for the list of tables the system uses as lookup
tables during processing, including the table name, the key field
name, the ID field name, and whether to load the table in memory during
processing.
- To configure which tables the system uses as look up tables, select .
- Matching Configuration
- View the settings for each resolution configuration configured
in your system, including the configuration name and ID, match type,
and UMF segment name.
- To configure match configurations, select .
- Document Types
- View the settings for UMF input documents, including document
type, whether to perform data quality management on this document
type, whether to load the data processed by this document type into
the entity resolution database, and the level of entity resolution
to perform on this input UMF document type.
- To configure UMF input documents, select .
- UMF Output Format
- View the format settings for UMF output documents, including the
format ID and code, the route direction, and whether the output format
setting is enabled.
- To configure formats for UMF output documents, select .
- GEM Event Types
- View format settings for Event Manager events, including event
ID, type, description, category, unit of measure, and date and time
created.
- To configure event types, select .
- System Parameters
- View the list of system parameter settings by parameter group,
including the value and default value for the system parameter, and
the validation type and value for the parameter
- To configure system parameters, select .
- Application Activity Codes
- View the list of activity codes configured for the Visualizer
by activity type (role alert, attribute alert, or event alert), including
the activity code, valid statuses for the activity code, and whether
the activity code is active or inactive.
- To configure activity codes used in the Visualizer, select .
- User Groups
- View the settings for user groups configured for the Visualizer,
including the associated Visualizer user names, the create date and
time for the user group, and whether the user group is active or inactive.
- To configure activity codes used in the Visualizer, select , and then select ANALYZER_GROUP.
- Role Alert Groups
- View the settings for configured role alert groups, including
assigned application group, the associated role alert rule ID and
description, the created date and time for the role alert group, and
whether the role alert group is active or inactive.
- To configure role alert groups used in the Visualizer, select , and then edit
the Alert Group field.
- Users
- View the settings for the users configured to log into the Visualizer,
including user login names, whether to authenticate the Visualizer
user using entity database credentials, and whether the Visualizer
user is active or inactive.
- To configure the users, select .