Data manager - Matching mode

Hi,
I am using MDM 5.5. and in Vendor deduplication I have created the rules and startegies. And in the matching mode the system gave me the list of HIGH possible duplicates. Is there a way that i can pull the data our from the data manager and send it to the user to confirm that this is the duplicate vendors.
Appreciate your quick reply
Thanks,
Suresh

Hi Suresh,
You can use APIs for this purpose.
Other, workaround is that you can use MDM Workflow. As i don't have MS Visio installed but think it should work.
See in workflow when your Merge step comes, you will come to know the scores and hence therefore can send these duplicate vendor records out of MDM.
I think for this there should be two WORKFLOW1: START>MATCH>STOP
WORKFLOW2: START->SYNDICATE-->STOP
During WORKFLOW1 MATCH STEP when a use Execute this step, he will come to know Duplicate records by SCORE and COLOR, SAY DURING MATCH STEP you have 10 records out of 40 which are duplicates, now you will select these all 10 duplicate records right click >Choose Workflow>Split records into a new JOB(WORKFLOW2).
So all these duplicate records will syndicate out of MDM as WORKFLOW2 contains SYNDICATE STEP.
Also after sending only duplicate records, you can complete WORKFLOW1 by sending it to next step STOP.
I don't have work-flow(MS-VISIO) installed, so cant test it at my end.
Just Check it and revert with Result if it helps, i think it should work else you can use APIs
Regards,
Mandeep Saini

Similar Messages

Transformation in matching mode in data manager

Hi ,
Can anyone tell me when should we do trasformation in data manager (matching mode)? How can we do it?
Can any one provide me example?
Thanks

Hi,
   Transformations is a first step that we need to do in matching and merging process in MDM data
   manager to eliminate the duplicates.
Generally the same data in different remote systems will be maintained differently according to their
naming conventions, but it does n't allow us to do deduplication in data manager.
We need to normalize the data in specific format so that we can go for deduplication on a specific field.
   To create transformation ,
   Select transformations tab in data manager
   Give name for transformation.
   Select the field on which you want to apply transformation.
   Create the substitutions .In substitutions we have From means original data and To means destination
   data and Token means whether source data has to be converted in token wise or not.
   After that create rule and include transformation there.
Hope it helps,
Reward points,if found useful
Cheers,
Narendra.M

Data Manager Diff. Tab

Hi Experts,
In data Manager Matching mode under rule tab there are fields Success and failure and undefined.
Under strategies tab High Threshold, low threshold, Min score and Max score
Under transformation tab preview .
Please tell me what are the functions of these fields?
Thanks
Shalini

Hi Shalini ,
The Transformations, Rules and Strategies tabs comprise the u201CDesign Timeu201D portion of Matching mode.
The Matches and Merge tabs on the other hand comprise the u201CRuntimeu201D portion of Matching mode.
Workflow Tab supports Matching and Merging Automation.
Terms and there Functions:
1. Normalization: When we remove the Special Characters as well as the Short forms from our data we say that the data is Normalized and this is used in Transformation technique.
2. Token: When we have to reduce the short forms they are known as Tokens.
3. Score : Score actually helps us to define the Result in the following ways:
u2022 Success : If we find the duplicate fields it shows Success
u2022 Failure : If we do not get any Duplicate field we say it is a Failure
u2022 Undefined : If any of the field contains Null Value we say that it is undefined.
There are two types of Scores also:
u2022 Maximum Score
u2022 Minimum Score
Maximum Score and Minimum Score: The read-only Min Score and Max Score properties are calculated automatically by MDM based on the Success scores of ever matching rule included in the strategy, and allow you to set the values of Low Threshold and High Threshold properties to classify the results.
4.Difference between Equals and Token Equals:
u2022 Equals : Exactly matches the data
u2022 Token Equals: Fuzzy Matches are also considered.
5.Threshold: There are two categories of Threshold:
u2022 High: Records whose total score is greater than or equal to the High threshold score are included in the list of potential matches in the Matches tab and placed in the High match level.
u2022 Low: Records whose total score is greater than or equal to the Low Threshold score are included in the list of potential matches in the Matches tab and placed in the Low match level.
The Tabs along with there Functionality:
 Transformation: It basically helps us to normalize the data.
 Rules: This tab is used to define certain rules for our search i.e. what rules needs to be followed to find out the Duplicate values.
 Strategies: Strategies are the collection of Rules, we try various combinations of the rules we have already created and then try to find out the Duplicate Records.
 Matches: In this tab we can see all the entries which are found to be duplicating in our data, here we need to include all those entries which we want to merge, so that we can get cleansed data.
 Merge: Merge on the other hand is use to merge the Duplicate data into one. It has further two parts:
u2022Set: This is used to select the data for a field of your choice among all the duplicate data that has been found.
u2022Concatenate: If we want to concatenate the two data for the same field then we use Concatenate.
Hope this would be helpful..
If helpful do reward points!!!!!!!!!!!
Regards,
Parul

Workflow table grayed out in Data Manager

Hey Guys
I am trying to add a workflow in Data Manager(Record mode) but the table is grayed out.
Do i need to do any setting in Console to make it visible? or any other settings?
Thanx
Saif

Got the solution from the below thread
Workflow table not highlighted
Thanx
Saif

Data Manager: Transformations( Matching Mode)

Hi All,
In Matching mode of data manager, I set some transformation. In preview field of transformation tab, data is changing as per in substitution.
But after merging it is not reflecting into the data( what I set in substitution, is not reflecting into the data).
What I have to do for this? Any other settings?
Please help....
Regards,
Nikhil

Hi Nikhil ,
You could use assignments in this case and build it accordingly :
in the DM ->assignments tab -> add an assignment -> give a it a name -> and in the assignment field tab click the ... that appears , this opens the assignemtn builder now use the functions provide and create this assignment
IF(IS_NOT_NULL(field name where INDIA is to be placed ),INDIA)
close the expression builder & in the table field row maintain the field name where you want the INDIA value to be placed.
In the record mode choose a record where this is to be replaced right click ,run the assignment -you get a success or failure message ,now if this is what you require then select all the records where you want this update & proceed.
Please let us know if your issue is solved , reward points too if so !
Regards,
Anita

Searching attibutes in the record mode in Data Manager

Hi,
If i create a new attribute in taxonomy mode,i cannot view it in the corresponding search in the record mode in Data Manager.The particular attribute which i have added is not getting displayed in the attributes in the search pane.If i have to search for that attribute in the record mode what should i do.
Thanks and Regards,
Preethi

hi Preethi,
there are a few differencies between fields and attributres
have a look at table:
Tab. 1 Comparison Fields vs. Attributes
from this document
https://www.sdn.sap.com/irj/servlet/prt/portal/prtroot/docs/library/uuid/5d4211fa-0301-0010-9fb1-ef1fd91719b6
for search options based on attributes have a look at the bottom
of the table I mention
hope this will clarify a little bit
Regards,
michal

Problem in mapping from import manager to Data manager

hi friend's....I got a problem while mapping the data from import manager to Data manager .The problem is the data in import manager (i.e source hierarchy) will map to single filed in data manager ( i.e target hierarchy)..
Help me it will be great full to me
Regards
Yugandhar

Hi Ana,
If you have a hierarchy in this format:
N1            N2                 N3
A              A1                 A11
A              A2                 A21
A              A3                 A31
B              B1                 B11
Then u have to follow these steps for import.
1. Select source file and destination hierarchy table at top of import manager.
2. Go to Partitions tab (Second tab) Just above the tabs, if u click on the plus sign against your source file, you will see N1, N2 and N3. Cick on N1 and in partition tab, add N2 to right side by double clicking on N2.
3. Now add N3 to right side by double clicking on it.
4. Go to field mapping (Third tab). There you will see a field N1(Partition). Map this field to yourhierarchy field on destination side.
5. In value mapping (Below the field mapping), Expand your source hierarchy. Select all (ctrl + A). Click on "Add" button. Select "Add Branch as child" option.
6. Go to Matching tab (Fourth tab). only one field will be there. take ity on the right side. and select the import action as "Create".
7. Go to last tab. Click on import button.
Your hierarchy has been imported. You can check it in data manager (in hierarchy mode).
Hope this solves your problem.
Regards,
Dheeraj.

MDM Data Manager step-by-step process with an example

Hi All,
I recently started reading MDM. I am clear with MDM-Console concepts. But I have problem with MDM Data Manager. I am confused with data entries in qualified tables, work flows(using microsoft studio), Matching mode- rules(High treshold, low threshold) etc.. I read material posted in forums- but still I am not clear.
I need a step-by-step process for data entries with *examples*. A good example which covers all Data Manager concepts. PDF's with screen shots, videos any thing would help.
Please help me......It would be of great help.
Thanks in Advance.
Suchir

Hi Suchir ,
MDM 5.5 has 4 MDM clients to perform 4 main functionality on the MDM master records.
- Console- This is where all the Administrative work is performed
- Data Manager- This is where the actual maintainence work is done on the master data like consolidation deduplication etc.
- Import manager- Thsi is from where the source matser records are taken into MDM repoistory
- Syndicator- This is from where teh consolidated master data is send back to the target systems.
MDM Data Manager is the heart of MDM
The activities that can be performed in the MDM Data manager are:
- Data Consolidation
- Data Validation
- Data Deduplication
- Data Assignment
- Data Governanace
etc......
Qualified Table:
- Qulaified tables are used to store relational records where one field value is determining the other field or fields value.
- Qualified tables are maintained in Console and can be viewed in Data Manager
- Qualified Table are viewed under a separate section in Data Manager in the right hand side.
- Qualified table has Non qualifiers and Qualifiers.
- Non qualifiers can be seen in the Qualified table and in the linking Qualified field
- Qualifiers can be seen separately under the Qualified section in the data manager
Kindly refer the below link to know more on this:
https://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/00a15239-684e-2b10-b8ae-b936b7d1c1fe
Workflows
- Workflows are designed in MDM for Governanace
- You can create the MDM workflow using the MS Visio 2003 stencils in the MDM Data manager in the record mode under the workflow table
- The saved workflow in DM can then be executed either mnaully or automatically based on teh trigger actions
- The trigger action for teh MDM wf are record Add,Update,Import,Manual
Kindly refer the below link to know more on this:
https://www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/60559952-ff62-2910-49a5-b4fb8e94f167 (MDM Workflows Overview)
https://www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/90990743-91c0-2a10-fd8f-fad371c7ee40 (Demo of MDM Workflows)
Matching Mode
- This mode is exclusively for Master data deduplication
- We need to create Rules,Strategies,Transformation in MDM data manager in teh record mode
- Then you need to run these strategies on the selected records
- Based on your score and threshold set in the strategy MDM will identify duplicate records
- This score will be seen in teh Matching mode
- Colour coding is used along with scores to find out dupliactes
- Green - 100%dupliacte Blue- 50?% Red- No duplicate
Kindly refer the below link to know more on this:
/people/michael.reil/blog/2006/05/18/mdm-matching-strategies-for-master-data-consolidation (matching merging in mdm)
Hope It Helped
Thanks & Regards
Simona Pinto

Lack of restriction on Matching Mode Pane

Hi,
is there any standard (or non-standard) functionality to restrict the different Tabs in the Matching Mode Pane in the MDM Data Manager?
I couldn't find any functionality in the MDM Console to restrict that pane.
e.g even a user with only read rights to all tables and no execution rights is able to delete and change matching strategies. This is very delicate information. So how can you forbid this for certain users?
Thank you for the answers
Best regards
Nicolas

Hi,
is this going to be an enhancement in the standard in SP05?

Search for [Remote Key] and [Remote System] in Data Manager

Hello all
I would like to be able to search on the remote key and the remote system in the MDM Data Manager is that not possible? I thought I remembered seeing that possibility under the Free-Form Search but now I can't find it.
I have, however, found this in the Data Manager reference guide:
REMOTE SYSTEM AND REMOTE KEY FIELDS
MDM uses the remote systems defined in the Remote Systems table
within the MDM Console to store and maintain key mapping information
for each record or text attribute. It does this using a virtual key
mapping field that you never see in the MDM Client.
This virtual key mapping field is very much like a qualified lookup field
into a virtual key mapping qualified lookup table.
Key Mapping information stored in virtual lookup field
The Remote System and Remote Key fields are normally not visible;
however, they do appear in several places in the MDM Client.
Specifically, both fields: (1) appear in the File > Export dialogs in Record
mode for exporting value pairs; (2) are recognized by the File > Import
dialog in Record mode for importing value pairs; and (3) appear in the
Edit Key Mappings dialogs in both Record mode and Taxonomy mode,
for viewing and editing value pairs.
Is there any way to search on the value in the remote key from the Data Manager?

Not sure search i think not possible.
But you can see keys as mentioned:
Enable Key mapping in Console.
MDM Client maens MDM Data Manager.
They do appear in several places in the MDM Client or Data Manager. Three different methods to see in DM are given already below:
Specifically, both fields: (1) appear in the File > Export dialogs in Record mode for exporting value pairs; (2) are recognized by the File > Import dialog in Record mode for importing value pairs; and (3) appear in the Edit Key Mappings dialogs in both Record mode and Taxonomy mode, for viewing and editing value pairs.
BR,
Alok

How to view the key mapping when viewing Hierarchy in Data Manager

Hi! I previously posted a question on doing value mapping using the hierarchy code rather than the name. I have got that working now using concept of remote key. When I first loaded the hierarchy with remote key and check in Data Manager, I can see the hierarchy structure with the key mappings. However, when I subsequently went back to the hierarchy to have a second look, the keys are gone. Does anyone know how I can view hierarchy in Data Manager with the key mappings?
Cheers!
SF

Hi,
Go to Record mode, and open Hierarchy table. Now to select click on any hierarchy node record and then right click and select "Edit Key Mappings". This will show you existing keys as well as allow you to manually modify keys. You can only Check Remote keys on hierarchy in Record mode and in Hierarchy Mode "Edit Key Mappings" option will be disabled.
Please revert if you face any issue.
Regards,
Shiv

MDM Data Manager - Freezes at loading Local Searches

Hi all,
While the loading the MDM data manager (DM) the application freezes for ~5 min while stating "Loading Local Searches", before the DM is finíshed loading.
Does anyone know how to solve this problem, or at least where the local searches are stored on the drive?
Kind Regards,
Christian

Hi Christian,
While the loading the MDM data manager (DM) the application freezes for ~5 min while stating "Loading Local Searches", before the DM is finíshed loading.
Does anyone know how to solve this problem, or at least where the local searches are stored on the drive?
As per my knowledge, there may be some reasons for this problem.
1. There might be a version mismatch between the MDM server and the MDM Data Manager Gui. You can check the verison only when the Data Manager opens.
However, you can check it for other GUi's and compare it with the MDM server version. ( Even the build version should match).
2. There might be huge number of records saved in your repository.
3) You might have changed the repository strutcure which has not been updated throughout.
There might be some other problem also.
Possible solutions:
1. Unload the repository and Load it again with UPDATE INDICES. This might solve the problem at the root itself.
2)I would suggest you to check your GUI version and upgrade it if its not matching with the MDM server version.
3)If still not working, you can try-unistalling the DM client and re-installing it again.
Please note these 2 steps before performing the step 2 and step3.
Check the repository for errors and if any, then verify it
Do take a back of the repository from the Console- Use Archive repository.
Hope it helps.
Thanks and Regards
Nitin jain

Import Manager - Match records clarification

Hi
In the Import Manager, Match records I would like to have two different fields as match criteria, where I want to gave OR condition betweeen them, how do I achieve the same.
quick response would be appreciated.
thanks & regards
Alexander

In the Import Manager under the tab "Match Records" all possible matching fields are listed in the "Mapped destination fields" box. With double click you can define them as matching fields, they show up then in the "Matching fields" box. An "OR" combination of fields exists, when each entry is displayed in a separate line, an "AND" combination of fields exists, when two entries are displayed in the same line. You can acchieve this by marking entries and pressing then the buttons "Combine" => two entries in one line or "SPlit" => each entry in one line.
After changing the entries, the matching is started again. In the matching results, you can see then, whether records have a 100% match (each of the selected fields) or a partial/conflict match. Partial and conflict matches mean, that at least one of the compared fields match.
This is described in detail in the Data Manager Guide.
Hope, this helps, Klaus

Import Manager Match Records question

Hi
I am following the below file
https://www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/a0a9cee4-9cd1-2a10-62b6-ea2acb06a5a3
Till 5.2 I have done it successfully
while proceeding through the match records
i.e.
In Import Manager, Match Records------> Default Import Action
is not active to create Records
35 of 35 ->None->None--->SKIP (its inactive)
pls check this screen shot
http://www.flickr.com/photos/11212307@N08/2555733854/
why it is inactive , where should I have to check
Any Help pls
Thanks
manian

Hi,
i have got your Problem, you could come to know if you try this
Create an Excel file as below
Category Type Attribute Value
PC Text A 10
PC Text B 11
Now during import this Taxonomy:
First Map your Source Category Field with your Target Name Field when Select Categories as Destination Table
So in MDM Data Manager: when select Categories as destination Table you will GET PC as Value there.
Noe 2nd step Select Categories( Attributes) as your Destination Table here Map Source Attribute and Type Fields with corresponding Target Destination fields.
If you skip this 2nd step and just go for Saelcting Categories(Text Values) as your Destination table , the problem you describe is come into picture.coz that attributes are not available into MDM data Manager.thats why even for Update All Update Options it is showing 0 Record.
Hope it will clear your doubt,
Rewards if useful.....
Mandeep Saini
Edited by: Mandeep Saini on Jun 6, 2008 9:51 AM

Generating PDF thumbnails in data manager.

Hello,
I m facing a problem while generating Thumbnails for PDF's. I m working with MDM 5.5 SP04. And for the pdf, ADOBE 8.0 Version.
Waiting in anticipation for your solutions.
Thanks.
Shreya.

hi Shreya,
In Data manager:
go to Configuration options ---> Display --> Thumbnails rather than objects in the records pane option
you will have 2 options: yes and No
select YES.
Problem still arrise than:-
Go to record mode
In the Records pane, select the PDF record whose thumbnails you want to generate.then Right-click on one of the records and choose Generate Thumbnail from the context menu, or choose Objects -> Generate Thumbnail from the main menu.
Generating Thumbnails progress dialog will open to indicate the status as it generates the thumbnail for each of the PDFs.
hope this may help you...
Regards,
Saurabh!!!

Data manager - Matching mode

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