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Configuring: Defining Relationships Between Master Index Objects
 

Classic Java CAPS

Configuring JMS Clients

Configuring Java CAPS for SSL Support

Configuring Java CAPS Business Processes

Configuring Environment Components for the Sun Business Process Manager

Configuring Sun Master Indexes (Repository)

Configuring Java CAPS Project Components for Application Adapters

Configuring Java CAPS Project Components for Communication Adapters

Configuring Java CAPS Project Components for Database Adapters

Configuring Java CAPS Project Components for Web Server Adapters

Configuring Java CAPS Environment Components for Application Adapters

Configuring Java CAPS Environment Components for Communications Adapters

Configuring Java CAPS Environment Components for Database Adapters

Configuring Java CAPS Environment Components for Web Server Adapters

Configuring JDBC/ODBC Drivers

Configuring SAP R/3 for the SAP BAPI Adapter

Configuring Secure Network Communications for SAP

Configuring Siebel EAI Workflows

Importing an SNA Custom Handshake Class

Configuring WebLogic for Asynchronous Communication

Configuring Master Index (Repository) Connectivity and Environments

Related Topics for Sun Adapter for Batch/FTP

Java EE Based Components

Broadcasting Master Index Updates to External Systems

Configuring Sun Master Indexes

Related Topics

Master Index Configuration Overview

About the Master Index Configuration Files

Modifying the Master Index XML Files Directly

Using the Master Index Master Index Configuration Editor

Maintaining Version Control in the Master Index Configuration Files

Copying, Cutting, and Pasting Files

Configuring the Master Index Object Structure

Adding an Object to the Master Index Object Structure

Modifying an Object's Name In the Master Index Object Definition

Deleting an Object From the Master Index Object Structure

Adding a Field to the Master Index Object Structure

Deleting a Field from the Master Index Object Structure

Modifying Master Field Properties

Defining Relationships Between Master Index Objects

Master Index Field Properties and Name Restrictions

Master Index Field Name Restrictions

Master Index Configuration Editor Field Properties

Master Index Field Property Elements

Creating a Master Index Basic Query

To Create a Basic Query (Configuration Editor)

To Create a Basic Query (XML Editor)

Master Index Query Builder Dialog Box Fields and XML Elements

Creating Master Index Blocking Queries

To Create a Blocking Query (Configuration Editor)

To Create a Blocking Query (XML Editor)

Master Index Query Block Fields and XML Elements

Modifying Master Index Queries

Modifying a Master Index Query

Adding a Query Block to a Master Index Query

Modifying a Query Block for a Master Index Query

Deleting a Query Block From a Master Index Query

Deleting a Master Index Query

To Delete a Query (Configuration Editor)

To Delete a Query

Configuring Master Index Processing Options

Specifying Master Index Custom Logic Classes

Specifying the Master Index Update Mode

Configuring Master Index Merged Record Updates

Specifying the Master Index Blocking Query for Matching

Setting Master Index Blocking Query Options

Defining Master Index Transactional Support

Configuring Matching Parameters

Specifying the Master Index Decision Maker Class

Defining How to Handle Multiple Assumed Matches (OneExactMatch)

Specifying Whether Same System Matches are Allowed (SameSystemMatch)

Specifying the Master Index Duplicate Threshold

Specifying the Master Index Match Threshold

Adding and Deleting Master Index Decision Maker Parameters

Configuring Master Index EUIDs

Specifying the Master Index EUID Generator Class

Specifying the Master Index EUID Length

Specifying a Master Index Checksum Length

Specifying the Master Index Chunk Size

Adding and Deleting Master Index EUID Generator Parameters

Defining Master Index Normalization Rules

Defining a Master Index Field to be Normalized

Master Index Normalization and Standardization Structure Properties

Master Index Variants Properties

Modifying a Master Index Normalization Definition

Deleting a Master Index Normalization Definition

Defining Master Index Standardization Rules

Defining Master Index Fields to be Standardized

Master Index Standardization Source and Target Field Elements

Modifying a Master Index Standardization Definition

To Modify a Standardization Definition (XML Editor)

Deleting a Master Index Standardization Definition

Defining Phonetic Encoding for the Master Index

Defining Master Index Fields for Phonetic Encoding

Master Index Phonetic Encoding Fields and Elements

Modifying a Master Index Phonetic Encoding Definition

Deleting a Master Index Phonetic Encoding Definition

Defining a Master Index Phonetic Encoder

Master Index Encoder Elements and Types

Modifying a Master Index Phonetic Encoder

Deleting a Master Index Phonetic Encoder

Defining the Master Index Match String

Creating the Master Index Match String

Modifying the Master Index Match String

Defining how Master Index Query Blocks are Processed

To Specify the Block Picker

To Specify the Pass Controller Class

Defining the Master Index Survivor Calculator

Specifying the Master Index Survivor Helper

Specifying a Master Index Default Survivor Strategy

Master Index Default Survivor Strategy Parameter Elements

Defining the Master Index Single Best Record Structure

Defining a Master Index Survivor Strategy for a Field or Object

Defining Master Index Custom Weighted Strategies

Master Index Weighted Calculator Parameter Elements

Filtering Default Values From Master Index Processes

To Filter Default Values From the SBR, Blocking Query, or Match Process

Filter Definition Elements

Configuring Master Index Update Policies

Defining Master Index Update Policies

Setting the Master Index Update Policy Flag

Defining Custom Field Validations for the Master Index

To Implement a Validation Rule

Configuring the Match Engine

Specifying a Match Engine for the Master Index

Configuring the Comparison Functions for a Master Index Application

Match Comparator Configuration Properties for Sun Master Index

Importing Custom Comparison Functions

Deleting a Custom Comparison Function

Configuring the Standardization Engine

Specifying a Standardization Engine for the Master Index

Modifying Master Index Standardization Files

Importing Standardization Data Types and Variants

Deleting a Standardization Variant or Data Type

Configuring the Master Index MIDM Appearance

Adding Objects to the MIDM

Modifying MIDM Objects

Deleting Objects From the MIDM

Adding Fields to the MIDM

MIDM Field Configuration Elements

Removing Fields From the MIDM

Modifying MIDM Field Display Options

Specifying a Drop-Down List for an MIDM Field

Specifying an MIDM Field's Length and Format

Modifying an MIDM Field's Data Type

Defining Key Fields for an Object

Masking Field Values on the MIDM

Defining MIDM Object Relationships

Defining MIDM Local ID Labels

Configuring the Master Index MIDM Pages

Specifying the Initial View for the MIDM

Configuring the MIDM Duplicate Records Page

Duplicate Records Page Configuration Elements

Configuring the MIDM Record Details Page

Creating Search Pages on the Record Details Page

Record Details Search Page Definition Elements

Record Details Search Field Definition Elements

Record Details Search Option Elements

Modifying a Search Page on the Record Details Page

Configuring the MIDM Assumed Matches Page

Configuring the MIDM Transactions Page

Configuring the MIDM Reports Page

Production Reports Definition Elements

Activity Reports Definition Elements

Configuring the MIDM Source Record Page

Configuring the MIDM Audit Log Page

Configuring Master Index MIDM Implementation Information

Specifying the Master Controller JNDI Class

Specifying the Master Index Report Generator JNDI Class

Specifying Master Index Validation Services

Setting Master Index Debug Options

Specifying a Master Index Field Masking Class

Defining Relationships Between Master Index Objects

Once all objects are customized, you must define relationships between those objects if you are modifying the XML file directly. If you are using the Configuration Editor, the relationships are automatically defined in the object tree.

To Define Object Relationships (XML Editor)
  1. In the Projects window, expand the Configuration node in the project you want to modify, and then double-click object.xml.

    The file opens in the NetBeans XML editor.

  2. Scroll to the relationships element near the end of the file.
  3. To specify a new parent object, modify the value of the name element.

    For example:

    <name>Individual</name>

    Note - This is not recommended. Changing the parent name requires changing all instances of the name in all configuration files. To change the parent object name, use the Configuration Editor, which automatically propagates the change.

  4. To change the name of a child object, modify the value of the appropriate children element.
  5. To add a child object, create and name a new children element.
  6. To delete a child object, delete all text between and including the appropriate children element.
  7. Save and close the file.

    Note - You can only specify one name element. The values you specify for the name and children elements must match an object name specified in the nodes elements earlier in the file.