Siperian Hub

Administrator Guide

© 2008 Siperian, Inc.

Copyright 2008 Siperian Inc. [Unpublished - rights reserved under the Copyright Laws of the United States]

Siperian and the Siperian logo are trademarks or registered trademarks of Siperian, Inc. in the US and other countries. All other products or services mentioned are the trademarks or service marks of their respective companies or organizations.

THIS DOCUMENTATION CONTAINS CONFIDENTIAL INFORMATION AND TRADE SECRETS OF SIPERIAN, INC. USE, DISCLOSURE OR REPRODUCTION IS PROHIBITED WITHOUT THE PRIOR EXPRESS WRITTEN PERMISSION OF SIPERIAN, INC.

Revised: February 20, 2009

Contents

PrefaceIntended Audience .......................................................................................................................................xxvOrganization...................................................................................................................................................xxvLearning About Siperian Hub ..................................................................................................................xxviiiContacting Siperian ......................................................................................................................................xxxi

Part 1: Introduction

Chapter 1: IntroductionAbout Siperian Hub Administrators...............................................................................................................4Phases in Siperian Hub Administration .........................................................................................................4

Startup Phase............................................................................................................................................4Configuration Phase................................................................................................................................5Production Phase.....................................................................................................................................5

Summary of Administration Tasks .................................................................................................................6Setting Up Security ..................................................................................................................................6Building the Data Model ........................................................................................................................7Configuring the Data Flow ....................................................................................................................9Executing Siperian Hub Processes .....................................................................................................13Configuring Hierarchies .......................................................................................................................14Configuring Workflow Integration.....................................................................................................14Other Administration Tasks ................................................................................................................15

Chapter 2: Getting Started with the Hub ConsoleAbout the Hub Console .................................................................................................................................18Starting the Hub Console ...............................................................................................................................19

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Navigating the Hub Console......................................................................................................................... 24Toggling Between the Processes and Workbenches Views............................................................ 24Starting a Tool in the Workbenches View ........................................................................................ 27Acquiring Locks to Change Settings in the Hub Console .............................................................. 28Changing the Target Database ............................................................................................................ 31Logging in as a Different User............................................................................................................ 32Changing the Password for a User ..................................................................................................... 32Using the Navigation Tree in the Navigation Pane ......................................................................... 33Adding, Editing and Removing Objects Using Command Buttons ............................................. 43Customizing the Hub Console Interface........................................................................................... 45Showing Version Details...................................................................................................................... 47

Siperian Hub Workbenches and Tools........................................................................................................ 48Tools in the Configuration Workbench ............................................................................................ 48Tools in the Model Workbench.......................................................................................................... 49Tools in the Security Access Manager Workbench ......................................................................... 50Tools in the Data Steward Workbench ............................................................................................. 50Tools in the Utilities Workbench ....................................................................................................... 51

Part 2: Building the Data Model

Chapter 3: About the Hub StoreDatabases in the Hub Store........................................................................................................................... 56How Hub Store Databases Are Related ...................................................................................................... 57Creating Hub Store Databases ...................................................................................................................... 58Version Requirements .................................................................................................................................... 58

Chapter 4: Configuring Operational Record Stores and DatasourcesBefore You Begin............................................................................................................................................ 60About the Databases Tool............................................................................................................................. 60Starting the Databases Tool .......................................................................................................................... 61Configuring Operational Record Stores ...................................................................................................... 62

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Registering an ORS ...............................................................................................................................62Editing ORS Registration Properties..................................................................................................67Editing ORS Properties ........................................................................................................................69Testing ORS Connections....................................................................................................................71Changing Passwords .............................................................................................................................72Changing an ORS to Production Mode.............................................................................................75Unregistering an ORS ...........................................................................................................................76

Configuring Datasources................................................................................................................................77About Datasources................................................................................................................................77Managing Datasources in WebLogic ..................................................................................................77Creating Datasources ............................................................................................................................77Removing Datasources .........................................................................................................................78

Chapter 5: Building the SchemaBefore You Begin ............................................................................................................................................82About the Schema ...........................................................................................................................................82

Types of Tables in an Operational Record Store .............................................................................83Requirements for Defining Schema Objects.....................................................................................87

Starting the Schema Manager ........................................................................................................................90Configuring Base Objects...............................................................................................................................92

About Base Objects...............................................................................................................................92Relationships Between Base Objects and Other Tables in the Hub Store...................................93Process Overview for Defining Base Objects...................................................................................94Base Object Columns ...........................................................................................................................95Cross-Reference Tables ........................................................................................................................97History Tables ......................................................................................................................................100Base Object Properties .......................................................................................................................101Creating Base Objects .........................................................................................................................107Editing Base Object Properties .........................................................................................................108Configuring Custom Indexes for Base Objects ..............................................................................111Viewing the Impact Analysis of a Base Object ...............................................................................115Deleting Base Objects.........................................................................................................................116

Configuring Dependent Objects .................................................................................................................117

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About Dependent Objects ................................................................................................................ 117How Dependent Objects Are Related to Base Objects and Cross-reference Tables .............. 118Process Overview for Defining Dependent Objects .................................................................... 119Dependent Object Columns ............................................................................................................. 120Creating Dependent Objects............................................................................................................. 121Editing Dependent Objects............................................................................................................... 123Deleting Dependent Objects............................................................................................................. 125

Configuring Columns in Tables.................................................................................................................. 125About Columns ................................................................................................................................... 126Navigating to the Column Editor..................................................................................................... 131Adding Columns ................................................................................................................................. 134Importing Column Definitions From Another Table................................................................... 135Editing Column Properties................................................................................................................ 137Changing the Column Display Order .............................................................................................. 139Deleting Columns ............................................................................................................................... 139

Configuring Foreign-Key Relationships Between Base Objects ........................................................... 140About Foreign Key Relationships .................................................................................................... 140Parent and Child Base Objects ......................................................................................................... 142Process Overview for Defining Foreign-Key Relationships ........................................................ 143Adding Foreign-Key Relationships .................................................................................................. 143Editing Foreign-Key Relationships .................................................................................................. 145Configuring Lookups for Foreign-Key Relationships................................................................... 147Deleting Foreign-Key Relationships ................................................................................................ 147

Viewing Your Schema.................................................................................................................................. 148Starting the Schema Viewer............................................................................................................... 148Zooming In and Out of the Schema Diagram............................................................................... 150Switching Views of the Schema Diagram ....................................................................................... 152Navigating to Related Design Objects and Batch Jobs................................................................. 155Configuring Schema Viewer Options .............................................................................................. 156Saving the Schema Diagram as a JPG Image ................................................................................. 157Printing the Schema Diagram ........................................................................................................... 158

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Chapter 6: Configuring Queries and PackagesBefore You Begin ..........................................................................................................................................161About Queries and Packages .......................................................................................................................162Configuring Queries......................................................................................................................................162

About Queries......................................................................................................................................162Starting the Queries Tool ...................................................................................................................164Configuring Query Groups................................................................................................................164Configuring Queries............................................................................................................................166Configuring Custom Queries.............................................................................................................190Viewing the Results of Your Query..................................................................................................193Viewing the Query Impact Analysis .................................................................................................194Removing Queries ...............................................................................................................................195

Configuring Packages....................................................................................................................................196About Packages....................................................................................................................................196Starting the Packages Tool .................................................................................................................198Adding Packages ..................................................................................................................................199Modifying Package Properties ...........................................................................................................201Refreshing Packages After Changing Queries.................................................................................203Specifying Join Queries.......................................................................................................................204Removing Packages.............................................................................................................................204

Chapter 7: State ManagementBefore You Begin ..........................................................................................................................................206About State Management in Siperian Hub................................................................................................206

About System States............................................................................................................................206About the Hub State Indicator..........................................................................................................207Protecting Pending Records Using the Interaction ID .................................................................208State Transition Rules for State Management .................................................................................208Hub States and Base Object Record Value Survivorship..............................................................211

Configuring State Management for Base Objects ....................................................................................211Enabling State Management ..............................................................................................................211Enabling the History of Cross-Reference Promotion ...................................................................213

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Enabling Match on Pending Records .............................................................................................. 214Enabling Message Queue Triggers for State Changes................................................................... 215

Modifying the State of Records .................................................................................................................. 216Promoting Records in the Data Steward Tools ............................................................................. 216Promoting Records Using the Promote Batch Job ....................................................................... 218

Rules for Loading Data ................................................................................................................................ 221

Chapter 8: Configuring HierarchiesAbout Configuring Hierarchies .................................................................................................................. 224

Before You Begin................................................................................................................................ 224Overview of Configuration Steps..................................................................................................... 225Preparing Your Data for Hierarchy Manager ................................................................................. 225Use Case Example of How to Prepare Data for HM ................................................................... 227

Starting the Hierarchies Tool ...................................................................................................................... 234Creating the HM Repository Base Objects ..................................................................................... 235Uploading Default Entity Icons........................................................................................................ 237Upgrading From Previous Versions of Hierarchy Manager......................................................... 237Configuring Entity Icons ................................................................................................................... 238Configuring Entity Objects and Entity Types................................................................................ 240

Configuring Hierarchies ............................................................................................................................... 253About Hierarchies ............................................................................................................................... 253Adding Hierarchies ............................................................................................................................. 253Editing Hierarchies ............................................................................................................................. 254Deleting Hierarchies ........................................................................................................................... 254

Configuring Relationship Base Objects and Relationship Types .......................................................... 255About Relationships, Relationship Objects, and Relationship Types......................................... 255Configuring Relationship Base Objects........................................................................................... 256Configuring Relationship Types ....................................................................................................... 265

Configuring Packages for Use by HM....................................................................................................... 269About Packages ................................................................................................................................... 269Creating Packages................................................................................................................................ 270After You Create a Package............................................................................................................... 275Assigning Packages to Entity or Relationship Types .................................................................... 275

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Configuring Profiles ......................................................................................................................................278About Profiles ......................................................................................................................................278Adding Profiles ....................................................................................................................................278Editing Profiles ....................................................................................................................................280Validating Profiles ...............................................................................................................................280Copying Profiles...................................................................................................................................282Deleting Profiles ..................................................................................................................................283Deleting Relationship Types from a Profile ....................................................................................284Deleting Entity Types from a Profile ...............................................................................................284Assigning Packages to Entity and Relationship Types ..................................................................284

Sandboxes .......................................................................................................................................................284

Part 3: Configuring the Data Flow

Chapter 9: Siperian Hub ProcessesBefore You Begin ..........................................................................................................................................287About Siperian Hub Processes ....................................................................................................................288

Overall Data Flow for Batch Processes ...........................................................................................288Consolidation Status for Base Object Records...............................................................................289Survivorship and Order of Precedence............................................................................................291

Land Process ..................................................................................................................................................292About the Land Process .....................................................................................................................292Managing the Land Process ...............................................................................................................294

Stage Process ..................................................................................................................................................295About the Stage Process .....................................................................................................................295Managing the Stage Process ...............................................................................................................298

Load Process ..................................................................................................................................................299About the Load Process .....................................................................................................................299Data Flow for the Load Process .......................................................................................................300Tables Associated with the Load Process........................................................................................301Initial Data Loads and Incremental Loads .....................................................................................302

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Trust Settings and Validation Rules ................................................................................................. 303Run-time Execution Flow of the Load Process ............................................................................. 304Other Considerations for the Load Process ................................................................................... 315Managing the Load Process............................................................................................................... 316

Match Process................................................................................................................................................ 317About the Match Process .................................................................................................................. 317Match Data Flow................................................................................................................................. 319Key Concepts for the Match Process .............................................................................................. 320Run-Time Execution Flow of the Match Process ......................................................................... 329Managing the Match Process............................................................................................................. 333

Consolidate Process...................................................................................................................................... 335About the Consolidate Process......................................................................................................... 335Consolidation Options ....................................................................................................................... 339Consolidation and Workflow Integration ....................................................................................... 340Managing the Consolidate Process................................................................................................... 341

Publish Process.............................................................................................................................................. 342About the Publish Process ................................................................................................................ 342Run-time Flow of the Publish Process ............................................................................................ 345Managing the Publish Process........................................................................................................... 346

Chapter 10: Configuring the Land ProcessBefore You Begin.......................................................................................................................................... 348Configuration Tasks for the Land Process ............................................................................................... 348Configuring Source Systems........................................................................................................................ 348

About Source Systems........................................................................................................................ 348Starting the Systems and Trust Tool ................................................................................................ 350Source System Properties................................................................................................................... 351Adding Source Systems ...................................................................................................................... 352Editing Source System Properties .................................................................................................... 353Removing Source Systems................................................................................................................. 354

Configuring Landing Tables........................................................................................................................ 355About Landing Tables........................................................................................................................ 355Landing Table Columns..................................................................................................................... 356

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Landing Table Properties ...................................................................................................................357Adding Landing Tables.......................................................................................................................358Editing Landing Table Properties .....................................................................................................360Removing Landing Tables..................................................................................................................361

Chapter 11: Configuring the Stage ProcessBefore You Begin ..........................................................................................................................................364Configuration Tasks for the Stage Process................................................................................................364Configuring Staging Tables ..........................................................................................................................364

About Staging Tables ..........................................................................................................................364Staging Table Columns .......................................................................................................................365Staging Table Properties .....................................................................................................................367Adding Staging Tables ........................................................................................................................371Changing Properties in Staging Tables.............................................................................................374Jumping to the Source System for a Staging Table ........................................................................376Configuring Lookups For Foreign Key Columns ..........................................................................376Removing Staging Tables ...................................................................................................................380

Mapping Columns Between Landing and Staging Tables.......................................................................380About Mapping Columns...................................................................................................................380Starting the Mappings Tool................................................................................................................384Mapping Properties .............................................................................................................................386Adding Mappings ................................................................................................................................386Copying Mappings...............................................................................................................................387Editing Mapping Properties...............................................................................................................388Mapping Columns Between Landing and Staging Table Columns .............................................389Configuring Query Parameters for Mappings.................................................................................392Loading by RowID..............................................................................................................................394Jumping to a Schema ..........................................................................................................................395Testing Mappings ................................................................................................................................397Removing Mappings ...........................................................................................................................398

Using Audit Trail and Delta Detection ......................................................................................................398Configuring the Audit Trail for a Staging Table .............................................................................399Configuring Delta Detection for a Staging Table...........................................................................401

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Chapter 12: Configuring Data CleansingBefore You Begin.......................................................................................................................................... 406About Data Cleansing in Siperian Hub ..................................................................................................... 406

Setup Tasks for Data Cleansing........................................................................................................ 406Configuring Cleanse Match Servers ........................................................................................................... 407

About the Cleanse Match Server ...................................................................................................... 407Starting the Cleanse Match Server Tool .......................................................................................... 409Cleanse Match Server Properties ...................................................................................................... 410Adding a New Cleanse Match Server .............................................................................................. 411Editing Cleanse Match Server Properties........................................................................................412Deleting a Cleanse Match Server ...................................................................................................... 413Testing the Cleanse Match Server Configuration .......................................................................... 413

Using Cleanse Functions.............................................................................................................................. 414About Cleanse Functions................................................................................................................... 414Starting the Cleanse Functions Tool ................................................................................................ 415Overview of Configuring Cleanse Functions ................................................................................. 417Configuring Cleanse Libraries ........................................................................................................... 418Configuring Regular Expression Functions.................................................................................... 422Configuring Graph Functions........................................................................................................... 424Testing Functions................................................................................................................................ 437Using Conditions in Cleanse Functions .......................................................................................... 438

Configuring Cleanse Lists ............................................................................................................................ 440About Cleanse Lists ............................................................................................................................ 440Adding Cleanse Lists .......................................................................................................................... 441Editing Cleanse List Properties......................................................................................................... 442

Chapter 13: Configuring the Load ProcessBefore You Begin.......................................................................................................................................... 454Configuration Tasks for Loading Data...................................................................................................... 454Configuring Trust for Source Systems....................................................................................................... 455

About Trust.......................................................................................................................................... 455Trust Properties................................................................................................................................... 459

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Considerations for Setting Trust Values ..........................................................................................460Enabling Trust for a Column ............................................................................................................461Assigning Trust Levels to Trust-Enabled Columns.......................................................................462

Configuring Validation Rules.......................................................................................................................468About Validation Rules.......................................................................................................................468Enabling Validation Rules for a Column.........................................................................................470Navigating to the Validation Rules Node ........................................................................................471Validation Rule Properties .................................................................................................................473Adding Validation Rules.....................................................................................................................478Editing Validation Rule Properties ...................................................................................................480Changing the Sequence of Validation Rules....................................................................................481Removing Validation Rules................................................................................................................482

Chapter 14: Configuring the Match ProcessBefore You Begin ..........................................................................................................................................484Configuration Tasks for the Match Process..............................................................................................484

Understanding Your Data ..................................................................................................................484Base Object Properties Associated with the Match Process ........................................................484Configuration Steps for Defining Match Rules ..............................................................................485Configuring Base Objects with International Data ........................................................................485

Navigating to the Match/Merge Setup Details Dialog............................................................................486Configuring Match Properties for a Base Object .....................................................................................488

Setting Match Properties ....................................................................................................................488Match Properties..................................................................................................................................490Supporting Long ROWID_OBJECT Values .................................................................................497

Configuring Match Paths for Related Records .........................................................................................497About Match Paths..............................................................................................................................497Navigating to the Paths Tab ..............................................................................................................505Configuring Path Components .........................................................................................................507Configuring Filters for Match Paths.................................................................................................511

Configuring Match Columns .......................................................................................................................515About Match Columns .......................................................................................................................515Configuring Match Columns for Fuzzy-match Base Objects ......................................................519

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Configuring Match Columns for Exact-match Base Objects ...................................................... 527Configuring Match Rule Sets ...................................................................................................................... 531

About Match Rule Sets ...................................................................................................................... 531Match Rule Set Properties ................................................................................................................. 534Navigating to the Match Rule Set Tab............................................................................................. 537Adding Match Rule Sets..................................................................................................................... 538Editing Match Rule Set Properties ................................................................................................... 539Renaming Match Rule Sets ................................................................................................................ 541Deleting Match Rule Sets................................................................................................................... 542

Configuring Match Column Rules for Match Rule Sets ......................................................................... 542About Match Column Rules.............................................................................................................. 542Match Rule Properties for Fuzzy-match Base Objects Only ....................................................... 544Match Column Properties for Match Rules.................................................................................... 559Requirements for Exact-match Columns in Match Column Rules............................................. 563Command Buttons for Configuring Column Match Rules .......................................................... 564Adding Match Column Rules............................................................................................................ 565Editing Match Column Rules............................................................................................................ 570Deleting Match Column Rules.......................................................................................................... 572Changing the Execution Sequence of Match Column Rules ....................................................... 573Specifying Consolidation Options for Match Column Rules....................................................... 574Configuring the Match Weight of a Column.................................................................................. 575Configuring Segment Matching for a Column ............................................................................... 576

Configuring Primary Key Match Rules...................................................................................................... 578About Primary Key Match Rules...................................................................................................... 578Adding Primary Key Match Rules.................................................................................................... 578Editing Primary Key Match Rules.................................................................................................... 581Deleting Primary Key Match Rules.................................................................................................. 582

Investigating the Distribution of Match Keys .......................................................................................... 583About Match Keys Distribution ....................................................................................................... 583Navigating to the Match Keys Distribution Tab ........................................................................... 584Components of the Match Keys Distribution Tab........................................................................ 585Filtering Match Keys .......................................................................................................................... 587

Excluding Records from the Match Process ............................................................................................ 590

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Chapter 15: Configuring the Consolidate ProcessBefore You Begin ..........................................................................................................................................594About Consolidation Settings......................................................................................................................594

Immutable Rowid Object...................................................................................................................594Distinct Systems...................................................................................................................................595Unmerge Child When Parent Unmerges (Cascade Unmerge) .....................................................597

Changing Consolidation Settings ................................................................................................................598

Chapter 16: Configuring the Publish ProcessBefore You Begin ..........................................................................................................................................602Configuration Steps for the Publish Process.............................................................................................602Starting the Message Queues Tool .............................................................................................................603Configuring Global Message Queue Settings............................................................................................604Configuring Message Queue Servers..........................................................................................................605

About Message Queue Servers..........................................................................................................605Message Queue Server Properties.....................................................................................................605Adding Message Queue Servers ........................................................................................................606Editing Message Queue Server Properties.......................................................................................607Deleting Message Queue Servers ......................................................................................................608

Configuring Outbound Message Queues ..................................................................................................608About Message Queues ......................................................................................................................608Message Queue Properties .................................................................................................................608Adding Message Queues to a Message Queue Server ...................................................................609Editing Message Queue Properties...................................................................................................611Deleting Message Queues ..................................................................................................................611

Configuring Message Triggers .....................................................................................................................612About Message Triggers .....................................................................................................................612Adding Message Triggers ...................................................................................................................615Editing Message Triggers ...................................................................................................................621Deleting Message Triggers .................................................................................................................622

JMS Message XML Reference .....................................................................................................................622Generating ORS-specific XML Message Schemas.........................................................................622

Contents xv

Elements in an XML Message .......................................................................................................... 623Filtering Messages ............................................................................................................................... 625Example XML Messages ................................................................................................................... 625

Legacy JMS Message XML Reference ....................................................................................................... 644Message Fields for Legacy XML....................................................................................................... 644Filtering Messages for Legacy XML................................................................................................. 645Example Messages for Legacy XML................................................................................................ 646

Part 4: Executing Siperian Hub Processes

Chapter 17: Using Batch Jobs Before You Begin.......................................................................................................................................... 668About Siperian Hub Batch Jobs ................................................................................................................. 668

Ways to Execute Batch Jobs ............................................................................................................. 668Support Tables Used By Batch Jobs ................................................................................................ 669Running Batch Jobs in Sequence...................................................................................................... 670Best Practices for Working With Batch Jobs.................................................................................. 671Batch Job Creation.............................................................................................................................. 672Information-Only Batch Jobs (Not Run in the Hub Console).................................................... 673Other Batch Jobs................................................................................................................................. 673

Running Batch Jobs Using the Batch Viewer Tool ................................................................................. 674Batch Viewer Tool .............................................................................................................................. 674Starting the Batch Viewer Tool......................................................................................................... 674Grouping by Table, Data, or Procedure Type................................................................................ 675Running Batch Jobs Manually........................................................................................................... 677Viewing Job Execution Logs............................................................................................................. 682Clearing the Job Execution History ................................................................................................. 687

Running Batch Jobs Using the Batch Group Tool.................................................................................. 688About Batch Groups .......................................................................................................................... 688Starting the Batch Group Tool ......................................................................................................... 690Configuring Batch Groups ................................................................................................................ 691

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Refreshing the Batch Groups List ....................................................................................................701Executing Batch Groups Using the Batch Group Tool................................................................701Filtering Execution Logs By Status...................................................................................................711Deleting Batch Groups.......................................................................................................................712

Batch Jobs Reference ....................................................................................................................................713Alphabetical List of Batch Jobs .........................................................................................................713Accept Non-Matched Records As Unique .....................................................................................715Autolink Jobs........................................................................................................................................715Auto Match and Merge Jobs..............................................................................................................716Automerge Jobs ...................................................................................................................................717BVT Snapshot Jobs.............................................................................................................................719External Match Jobs............................................................................................................................719Generate Match Tokens Jobs ............................................................................................................725Hub Delete Jobs ..................................................................................................................................726Key Match Jobs....................................................................................................................................727Load Jobs ..............................................................................................................................................727Manual Link Jobs.................................................................................................................................732Manual Merge Jobs..............................................................................................................................732Manual Unlink Jobs.............................................................................................................................733Manual Unmerge Jobs ........................................................................................................................733Match Jobs............................................................................................................................................734Match Analyze Jobs.............................................................................................................................738Match for Duplicate Data Jobs .........................................................................................................740Migrate Link Style To Merge Style Jobs...........................................................................................740Multi Merge Jobs .................................................................................................................................741Promote Jobs........................................................................................................................................741Recalculate BO Jobs............................................................................................................................743Recalculate BVT Jobs .........................................................................................................................744Reset Links Jobs...................................................................................................................................744Reset Match Table Jobs ......................................................................................................................744Revalidate Jobs.....................................................................................................................................745Stage Jobs..............................................................................................................................................745Synchronize Jobs .................................................................................................................................747

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Chapter 18: Writing Custom Scripts to Execute Batch Jobs About Executing Siperian Hub Batch Jobs .............................................................................................. 750Setting Up Job Execution Scripts ............................................................................................................... 750

About Job Execution Scripts............................................................................................................. 750About the C_REPOS_TABLE_OBJECT_V View...................................................................... 751Determining Available Execution Scripts ....................................................................................... 754Retrieving Values from C_REPOS_TABLE_OBJECT_V at Execution Time ....................... 755Running Scripts Asynchronously...................................................................................................... 755

Monitoring Job Results and Statistics ........................................................................................................ 755Error Messages and Return Codes................................................................................................... 755Job Execution Status .......................................................................................................................... 756

Stored Procedure Reference........................................................................................................................ 758Alphabetical List of Batch Jobs ........................................................................................................ 758Accept Non-matched Records As Unique .................................................................................... 760Autolink Jobs ....................................................................................................................................... 762Auto Match and Merge Jobs ............................................................................................................. 762Automerge Jobs................................................................................................................................... 764BVT Snapshot Jobs ............................................................................................................................ 765Execute Batch Group Jobs................................................................................................................ 765External Match Jobs ........................................................................................................................... 766Generate Match Token Jobs ............................................................................................................. 767Get Batch Group Status Jobs............................................................................................................ 769Hub Delete Jobs.................................................................................................................................. 769Key Match Jobs ................................................................................................................................... 773Load Jobs.............................................................................................................................................. 775Manual Link Jobs ................................................................................................................................ 777Manual Merge Jobs ............................................................................................................................. 777Manual Unlink Jobs ............................................................................................................................ 779Manual Unmerge Jobs........................................................................................................................ 779Match Jobs ........................................................................................................................................... 783Match Analyze Jobs ............................................................................................................................ 785Match for Duplicate Data Jobs......................................................................................................... 786Multi Merge Jobs................................................................................................................................. 788

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Promote Jobs........................................................................................................................................790Recalculate BO Jobs............................................................................................................................791Recalculate BVT Jobs .........................................................................................................................792Reset Batch Group Status Jobs .........................................................................................................792Reset Links Jobs...................................................................................................................................792Reset Match Table Jobs ......................................................................................................................793Revalidate Jobs.....................................................................................................................................794Stage Jobs..............................................................................................................................................795Synchronize Jobs .................................................................................................................................796

Executing Batch Groups Using Stored Procedures .................................................................................798About Executing Batch Groups........................................................................................................798Stored Procedures for Batch Groups ...............................................................................................799

Developing Custom Stored Procedures for Batch Jobs..........................................................................806About Custom Stored Procedures ....................................................................................................806Required Execution Parameters for Custom Batch Jobs ..............................................................807Registering a Custom Stored Procedure ..........................................................................................808Registering a Custom Index...............................................................................................................809Removing Data from a Base Object and Supporting Metadata Tables ......................................810Writing Messages to Siperian Hub Database Debug Log .............................................................810Example Custom Stored Procedure .................................................................................................811

Part 5: Configuring Application Access

Chapter 19: Generating ORS-specific APIs and Message SchemasBefore You Begin ..........................................................................................................................................818Generating ORS-specific APIs....................................................................................................................818

About ORS-specific Schemas............................................................................................................818About the SIF Manager Tool ............................................................................................................818Starting the SIF Manager Tool ..........................................................................................................819Generating and Deploying ORS-specific SIF APIs .......................................................................820

Generating ORS-specific Message Schemas .............................................................................................823

Contents xix

About the JMS Event Schema Manager Tool ................................................................................ 824Starting the JMS Event Schema Manager Tool.............................................................................. 825Generating and Deploying ORS-specific Schemas........................................................................ 827

Chapter 20: Setting Up SecurityAbout Setting Up Security ........................................................................................................................... 832

Siperian Hub Security Concepts ....................................................................................................... 832How Users, Roles, Privileges, and Resources Are Related........................................................... 835Security Implementation Scenarios .................................................................................................. 836Summary of Security Configuration Tasks...................................................................................... 838Configuration Tasks For Security Scenarios................................................................................... 839

Securing Siperian Hub Resources............................................................................................................... 841About Siperian Hub Resources......................................................................................................... 841About the Secure Resources Tool .................................................................................................... 845Starting the Secure Resources Tool.................................................................................................. 845Configuring Resources ....................................................................................................................... 846Configuring Resource Groups .......................................................................................................... 849Refreshing the Resources List ........................................................................................................... 853Refreshing Other Security Changes ................................................................................................. 854

Configuring Roles ......................................................................................................................................... 854About Roles ......................................................................................................................................... 854Starting the Roles Tool....................................................................................................................... 855Adding Roles........................................................................................................................................ 857Editing Roles........................................................................................................................................ 858Deleting Roles...................................................................................................................................... 858Mapping Internal Roles to External Roles...................................................................................... 859Assigning Resource Privileges to Roles ........................................................................................... 859Assigning Roles to Other Roles........................................................................................................ 862Generating a Report of Resource Privileges for Roles.................................................................. 863

Configuring Siperian Hub Users................................................................................................................. 866Before You Begin................................................................................................................................ 866About Configuring Siperian Hub Users .......................................................................................... 867Starting the Users Tool ...................................................................................................................... 868

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Configuring Users................................................................................................................................869Configuring User Access to ORS Databases ..................................................................................875Configuring Password Policies ..........................................................................................................877Configuring Secured JDBC Data Sources .......................................................................................880

Configuring User Groups.............................................................................................................................881About User Groups.............................................................................................................................881Starting the Users and Groups Tool.................................................................................................882Adding User Groups...........................................................................................................................883Editing User Groups...........................................................................................................................883Deleting User Groups.........................................................................................................................884Assigning Users and Users Groups to User Groups .....................................................................885

Assigning Users to the Current ORS Database ........................................................................................886Assigning Roles to Users and User Groups ..............................................................................................887

Assigning Users and User Groups to Roles ....................................................................................887Assigning Roles to Users and User Groups ....................................................................................888

Managing Security Providers .......................................................................................................................889About Security Providers ...................................................................................................................889Starting the Security Providers Tool.................................................................................................890Managing Provider Files .....................................................................................................................892Managing Security Provider Settings ................................................................................................896

Chapter 21: Viewing Registered Custom CodeAbout User Objects ......................................................................................................................................910About the User Object Registry Tool ........................................................................................................910Starting the User Object Registry Tool ......................................................................................................911Viewing User Exits........................................................................................................................................912

About User Exits .................................................................................................................................912Viewing User Exits..............................................................................................................................913

Viewing Custom Stored Procedures...........................................................................................................913About Custom Stored Procedures ....................................................................................................913How Custom Stored Procedures Are Registered ...........................................................................914Viewing Registered Custom Stored Procedures .............................................................................914

Viewing Custom Java Cleanse Functions ..................................................................................................915

Contents xxi

About Custom Java Cleanse Functions ........................................................................................... 915How Custom Java Cleanse Functions Are Registered .................................................................. 915Viewing Registered Custom Java Cleanse Functions .................................................................... 915

Viewing Custom Button Functions............................................................................................................ 916About Custom Button Functions..................................................................................................... 916How Custom Button Functions Are Registered ............................................................................ 917Viewing Registered Custom Button Functions .............................................................................. 917

Chapter 22: Auditing Siperian Hub Services and EventsAbout Integration Auditing......................................................................................................................... 920

Auditable Events ................................................................................................................................. 920Audit Manager Tool ........................................................................................................................... 921Capturing XML for Requests and Responses ................................................................................ 921Auditing Must Be Explicitly Enabled .............................................................................................. 921Auditing Occurs After Authentication ............................................................................................ 921Auditing Occurs for Invocations With Valid, Well-formed XML.............................................. 922Auditing Password Changes .............................................................................................................. 922

Starting the Audit Manager.......................................................................................................................... 922Auditable API Requests and Message Queues............................................................................... 923Systems to Audit ................................................................................................................................. 923Audit Properties .................................................................................................................................. 924

Auditing SIF API Requests ......................................................................................................................... 926Auditing Message Queues............................................................................................................................ 928Auditing Errors ............................................................................................................................................. 929

Configuring Global Error Auditing ................................................................................................. 929Using the Audit Log ..................................................................................................................................... 930

About the Audit Log .......................................................................................................................... 930Audit Log Table .................................................................................................................................. 931Viewing the Audit Log ....................................................................................................................... 933Sample Audit Log Entries.................................................................................................................. 934Periodically Purging the Audit Log .................................................................................................. 935

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Part 6: Appendixes

Appendix A: Configuring International Data SupportConfiguring Unicode in Siperian Hub........................................................................................................940

Creating and Configuring the Database ...........................................................................................940Configuring Match Settings for Non-US Populations...................................................................941Cleanse Settings for Unicode.............................................................................................................945Data in Landing Tables.......................................................................................................................945Hub Console ........................................................................................................................................945Locale Recommendations for UNIX When Using UTF8............................................................945

Configuring the ANSI Code Page (Windows Only) ................................................................................946Determining the ANSI Code Page ...................................................................................................946Changing the ANSI Code Page.........................................................................................................947

Configuring NLS_LANG ............................................................................................................................947Syntax for NLS_LANG .....................................................................................................................947Configuring NLS_LANG in the Windows Registry......................................................................948Configuring NLS_LANG as an Environment Variable................................................................948

Appendix B: Backing Up and Restoring Siperian HubBacking Up Siperian Hub.............................................................................................................................952Backup and Recovery Strategies for Siperian Hub...................................................................................952

Backup and Recovery With Non-Logging Operations..................................................................953Backup and Recovery Without Non-Logging Operations............................................................953

Appendix C: Configuring User ExitsAbout User Exits ...........................................................................................................................................956Types of User Exits.......................................................................................................................................957

User Exits for the Stage Process .......................................................................................................957User Exits for the Load Process .......................................................................................................961User Exits for the Match Process .....................................................................................................962User Exits for the Merge Process .....................................................................................................963

Contents xxiii

User Exits for the Unmerge Process................................................................................................ 964Additional User Exits ......................................................................................................................... 965

Appendix D: Viewing Configuration DetailsAbout the Enterprise Manager ................................................................................................................... 968Starting the Enterprise Manager ................................................................................................................. 968Enterprise Manager Properties ................................................................................................................... 969

Choosing Properties to View ............................................................................................................ 969Hub Server Properties ........................................................................................................................ 970Cleanse Server Properties .................................................................................................................. 972Master Database Properties............................................................................................................... 974ORS Database Properties .................................................................................................................. 975Environment Report .......................................................................................................................... 976

Appendix E: Implementing Custom Buttons in Hub Console ToolsAbout Custom Buttons in the Hub Console............................................................................................ 978

What Happens When a User Clicks a Custom Button ................................................................. 979How Custom Buttons Appear in the Hub Console ...................................................................... 980

Adding Custom Buttons .............................................................................................................................. 981Writing a Custom Function............................................................................................................... 981Controlling the Custom Button Appearance.................................................................................. 985Deploying Custom Buttons............................................................................................................... 986

Appendix F: Configuring Access to Hub Console ToolsAbout User Access to Hub Console Tools............................................................................................... 989Starting the Tool Access Tool..................................................................................................................... 990Granting User Access to Tools and Processes......................................................................................... 991Revoking User Access to Tools and Processes ........................................................................................ 992

Glossary ..............................................................................................................................................................993

Index.....................................................................................................................................................................1041

xxiv Siperian Hub Administrator Guide

Preface

Welcome to the Siperian Hub™ Administrator Guide. This guide explains how to administer, manage, and configure Siperian Hub.

Intended Audience This guide is intended for Siperian Hub administrators. These are the IT people responsible for configuring or updating a Hub Store so that it provides the rules and functionality required by the data stewards. Administrators should have an excellent knowledge of database administration.

OrganizationThis guide contains the following chapters:

Part 1, “Introduction” Provides an overview of Siperian Hub administration and explains how to navigate the Hub Console.

Chapter 1, “Introduction” Introduces Siperian Hub administration phases, tools, and tasks.

Chapter 2, “Getting Started with the Hub Console”

Introduces tools in the Hub Console and provides general navigation instructions.

Part 2, “Building the Data Model”

Describes how to construct the schema (data model) used in your Siperian Hub implementation and stored in the Hub Store. It provides instructions on using Hub Console tools to configure Operational Record Stores (ORSs), datasources, the data model, queries, packages, hierarchies, and other objects.

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Organization

Chapter 3, “About the Hub Store”

Describes the key components of the Hub Store: the Master Database and Operational Record Stores (ORS).

Chapter 4, “Configuring Operational Record Stores and Datasources”

Explains how to configure Operational Record Stores (ORS) and datasources.

Chapter 5, “Building the Schema”

Describes the Hub Store schema and provides instructions on building the schema for your Siperian Hub implementation.

Chapter 6, “Configuring Queries and Packages”

Explains how to use and create Siperian Hub queries and packages.

Chapter 7, “State Management”

Describes state management concepts and provides instructions for configuring state management in your Siperian Hub implementation.

Chapter 8, “Configuring Hierarchies”

Explains how to configure Siperian Hierarchy Manager (HM) and describes how to create and configure relationships based on foreign keys.

Part 3, “Configuring the Data Flow”

Describes the flow of data through the Siperian Hub via a series of processes (land, stage, load, match, consolidate, and distribute), and provides instructions for configuring each process using tools in the Hub Console.

Chapter 9, “Siperian Hub Processes”

Describes the flow of data through the Siperian Hub via batch processes, starting with the land process and concluding with the distribution process.

Chapter 10, “Configuring the Land Process”

Describes the data landing process and explains how to configure source systems and landing tables.

Chapter 11, “Configuring the Stage Process”

Describes the data staging process and explains how to configure staging tables, mappings, and other settings in that affect Stage jobs.

Chapter 12, “Configuring Data Cleansing”

Explains how to configure data cleansing rules that are run during Stage jobs.

Chapter 13, “Configuring the Load Process”

Explains how to use the load process, and how to define trust and validation rules.

Chapter 14, “Configuring the Match Process”

Explains how to configure your Hub Store to match data.

Chapter 15, “Configuring the Consolidate Process”

Explains how to configure your Hub Store to consolidate data.

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Organization

Chapter 16, “Configuring the Publish Process”

Explains how to configure Siperian Hub to write changes to a message queue.

Part 4, “Executing Siperian Hub Processes”

Describes how to use Hub Console tools to run Siperian Hub processes via batch jobs, and how to use third-party job management tools to schedule and manage Siperian Hub processes via stored procedures.

Chapter 17, “Using Batch Jobs”

Explains how to use the Siperian Hub batch jobs and batch groups.

Chapter 18, “Writing Custom Scripts to Execute Batch Jobs”

Explains how to schedule Siperian Hub batch jobs using job execution scripts.

Part 5, “Configuring Application Access”

Describes how to use Hub Console tools to configure Siperian Hub client applications that access Siperian Hub using Services Integration Framework (SIF) requests.

Chapter 19, “Generating ORS-specific APIs and Message Schemas”

Describes how to generate ORS-specific SIF APIs using the SIF Manager tool in the Hub Console.

Chapter 20, “Setting Up Security”

Explains how to set up security for users who will access Siperian Hub resources via the Hub Console or third-party applications.

Chapter 21, “Viewing Registered Custom Code”

Explains how to register custom code using the User Object Registry tool in the Hub Console.

Chapter 22, “Auditing Siperian Hub Services and Events”

Describes how to set up auditing and debugging in the Hub Console.

Part 6, “Appendixes” Describes other administration-related topics.

Appendix A, “Configuring International Data Support”

Describes how to configure different character sets for internationalization purposes.

Appendix B, “Backing Up and Restoring Siperian Hub”

Explains how to back up and restore a Siperian Hub implementation.

Appendix C, “Configuring User Exits”

Explains how to configure user exits, which are user-customized, unencrypted stored procedures that are configured to execute at a specific point during batch job execution.

Appendix D, “Viewing Configuration Details”

Explains how to view details of your Siperian Hub implementation using the Enterprise Manager tool in the Hub Console.

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Learning About Siperian Hub

Learning About Siperian HubWhat’s New in Siperian Hub

What’s New in Siperian Hub describes the new features in this Siperian Hub release.

Siperian Hub Release Notes

The Siperian Hub Release Notes contain important information about this Siperian Hub release. Installers should read the Siperian Hub Release Notes before installing Siperian Hub.

Siperian Hub Overview

The Siperian Hub Overview introduces Siperian Hub, describes the product architecture, and explains core concepts that all users need to understand before using the product.

Siperian Hub Installation Guide

The Siperian Hub Installation Guide explains to installers how to set up Siperian Hub, the Hub Store, Cleanse Match Servers, and other components. There is a Siperian Hub Installation Guide for each supported platform.

Siperian Hub Cleanse Adapter Guide

The Siperian Hub Cleanse Adapter Guide explains to installers how to configure Siperian Hub to use the supported adapters and cleanse engines.

Appendix E, “Implementing Custom Buttons in Hub Console Tools”

Explains how to add custom buttons to tools in the Hub Console that allow users to invoke external services on demand.

Appendix F, “Configuring Access to Hub Console Tools”

Describes how to grant or revoke user access to tools in the Hub Console using the Tool Access tool.

Glossary Defines Siperian Hub terminology.

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Learning About Siperian Hub

Siperian Hub Data Steward Guide

The Siperian Hub Data Steward Guide explains to data stewards how to use Siperian Hub tools to consolidate and manage their organization's data. After reading the Siperian Hub Overview, data stewards should read the Siperian Hub Data Steward Guide.

Siperian Hub Administrator Guide

The Siperian Hub Administrator Guide explains to administrators how to use Siperian Hub tools to build their organization’s data model, configure and execute Siperian Hub data management processes, set up security, provide for external application access to Siperian Hub functionality and resources, and other customization tasks. After reading the Siperian Hub Overview, administrators should read the Siperian Hub Administrator Guide.

Siperian Services Integration Framework Guide

The Siperian Services Integration Framework Guide explains to developers how to use the Siperian Hub Services Integration Framework (SIF) to integrate Siperian Hub functionality with their applications, and how to create applications using the data provided by Siperian Hub. SIF allows developers to integrate Siperian Hub smoothly with their organization's applications. After reading the Siperian Hub Overview, developers should read the Siperian Services Integration Framework Guide.

Siperian Hub Metadata Manager Guide

The Siperian Hub Metadata Manager Guide explains how to use the Siperian Hub Metadata Manager tool to validate their organization’s metadata, promote changes between repositories, import objects into repositories, export repositories, and related tasks.

Siperian Hub Resource Kit Guide

The Siperian Hub Resource Kit Guide explains how to install and use the Siperian Hub Resource Kit, which is a set of utilities, examples, and libraries that assist developers with integrating the Siperian Hub into their applications and workflows. This

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Learning About Siperian Hub

document provides a description of the various sample applications that are included with the Resource Kit.

Siperian Hub Insight Manager Guide

The Siperian Hub Insight Manager Guide explains how to install, configure, and use the Siperian Hub Insight Manager to generate reporting metadata for the data managed in the Hub Store. It provides a description of how to use this reporting metadata with third-party reporting tools to create reports and metrics for this data.

Siperian Training and Materials

Siperian provides live, instructor-based training to help professionals become proficient users as quickly as possible. From initial installation onward, a dedicated team of qualified trainers ensure that an organization’s staff is equipped to take advantage of this powerful platform. To inquire about training classes or to find out where and when the next training session is offered, please visit Siperian’s web site or contact Siperian directly.

xxx Siperian Hub Administrator Guide

Contacting Siperian

Contacting SiperianTechnical support is available to answer your questions and to help you with any problems encountered using Siperian products. Please contact your local Siperian representative or distributor as specified in your support agreement. If you have a current Siperian Support Agreement, you can contact Siperian Technical Support:

We are interested in hearing your comments about this book. Send your comments to:

Method Contact Information

World Wide Web http://www.siperian.com

Email support@siperian.com

Voice U.S.: 1-866-SIPERIAN (747-3742)

by Email: docs@siperian.com

by Postal Service: Documentation ManagerSiperian, Inc.100 Foster City Blvd.2nd Floor Foster City, California 94404 USA

xxxi

Contacting Siperian

xxxii Siperian Hub Administrator Guide

Part 1

Introduction

Contents• Chapter 1, “Introduction”

• Chapter 2, “Getting Started with the Hub Console”

1

2 Siperian Hub Administrator Guide

1

Introduction

This chapter introduces and provides an overview of administering Siperian MDM Hub™ (hereinafter referred to as Siperian Hub). It is recommended for anyone who manages a Siperian Hub implementation.

Note: This document assumes that you have read the Siperian Hub Overview and have a basic understanding of Siperian Hub architecture and key concepts.

Chapter Contents• About Siperian Hub Administrators

• Phases in Siperian Hub Administration

• Summary of Administration Tasks

3

About Siperian Hub Administrators

About Siperian Hub AdministratorsSiperian Hub administrators have primary responsibility for the configuration of the Siperian Hub system. Administrators access Siperian Hub through the Hub Console, which comprises a set of tools for managing a Siperian Hub implementation.

Siperian Hub administrators use the Hub Console to:• build the data model and other objects in the Hub Store

• configure and execute Siperian Hub data management processes

• configure external application access to Siperian Hub functionality and resources

• monitor ongoing operations

For an introduction to using the Hub Console, see Chapter 2, “Getting Started with the Hub Console.”

Phases in Siperian Hub Administration

This section describes typical phases in Siperian Hub administration. These phases may vary for your Siperian Hub implementation based on your organization’s methodology.

Startup Phase

The startup phase involves installing and configuring core Siperian Hub components: Hub Store, Hub Server, Cleanse Match Server(s), and cleanse adapters. For instructions on installing the Hub Store, Hub Server, and Cleanse Match Servers, see the Siperian

4 Siperian Hub Administrator Guide

Phases in Siperian Hub Administration

Hub Installation Guide for your platform. For instructions on setting up a cleanse adapter, see the Siperian Hub Cleanse Adapter Guide.

Note: The instructions in this document assume that you have already completed the startup phase and are ready to begin configuring your Siperian Hub implementation.

Configuration Phase

After Siperian Hub has been installed and set up, administrators can begin configuring and testing Siperian Hub functionality—the data model and other objects in the Hub Store, data management processes, external application access, and so on. This phase involves a dynamic, iterative process of building and testing Siperian Hub functionality to meet the stated requirements of an organization. The bulk of the material in this document refers to tasks associated with the configuration phase.

After a schema has been sufficiently built and the Siperian Hub has been properly configured, developers can build external applications to access Siperian Hub functionality and resources. For instructions on developing external applications, see the Siperian Services Integration Framework Guide.

Production Phase

After a Siperian Hub implementation has been sufficiently configured and tested, administrators deploy the Siperian Hub in a production environment. In addition to managing ongoing Siperian Hub operations, this phase can involve performance tuning to optimize the processing of actual business data.

Introduction 5

Summary of Administration Tasks

Summary of Administration TasksThis section provides a summary of administration tasks.

Setting Up Security

In this document, Chapter 20, “Setting Up Security,” describes the tasks associated with setting up security in a Siperian Hub implementation. Setup tasks vary depending on the particular security requirements of your Siperian Hub implementation, as described in “Security Implementation Scenarios” on page 836. Additional security tasks are involved if external applications access your Siperian Hub implementation using Services Integration Framework (SIF) requests. For more information, see “About Setting Up Security” on page 832, “Summary of Security Configuration Tasks” on page 838, and “Configuration Tasks For Security Scenarios” on page 839.

To configure security for a Siperian Hub implementation using Siperian Hub’s internal security framework, you complete the following tasks using tools in the Hub Console:High-Level Tasks for Setting Up Security

Task Usage

“Managing the Global Password Policy” on page 877.

Required to define global password policies for all users according to your organization’s security policies and procedures.

“Configuring Siperian Hub Users” on page 866

Required to define user accounts for users to access Siperian Hub resources.

“Assigning Users to the Current ORS Database” on page 886

Required to provide users with access to the database(s) they need to use.

“Configuring User Groups” on page 881

Optional. To simplify security configuration tasks by configuring user groups and assign users.

“Securing Siperian Hub Resources” on page 841

Required in order to selectively and securely expose Siperian Hub resources to external applications.

“Configuring Roles” on page 854

Required to define roles and assign resource privileges to them.

“Assigning Roles to Users and User Groups” on page 887

Required to assign roles to users and (optionally) user groups.

6 Siperian Hub Administrator Guide

Summary of Administration Tasks

Building the Data Model

In this document, Part 2, “Building the Data Model,” describes how to construct the schema (data model) used in your Siperian Hub implementation and stored in the Hub Store. It provides instructions for using Hub Console tools to configure Operational Record Stores (ORSs), datasources, the data model, queries, packages, hierarchies, and other metadata.

“Managing Security Providers” on page 889

Required if you are using external security providers to handle any portion of security in your Siperian Hub implementation.

“Configuring Access to Hub Console Tools” on page 989

Required to provide non-administrator users with access to Hub Console tools.

High-Level Tasks for Building the Data Model

Task Usage

“Creating Hub Store Databases” on page 58

Required for all Siperian Hub implementations. For more information, see the instructions for installing the Hub Store in the Siperian Hub Installation Guide for your platform.

“Configuring Operational Record Stores” on page 62

Required for all Siperian Hub implementations. You must register an ORS so that Siperian Hub can connect to it. For more information, see “Databases in the Hub Store” on page 56.

“Configuring Datasources” on page 77

Required only if the datasource was not automatically created upon registering an ORS. Every ORS requires a datasource definition in the application server environment. For more information, see “About Datasources” on page 77.

“Configuring Base Objects” on page 92

Required for each base object in your schema. Base objects are used for a central business entity (such as customer, product, or employee) or a lookup table (such as country or state). For more information, see “About the Schema” on page 82, “Process Overview for Defining Base Objects” on page 94, and “About Base Objects” on page 92.

High-Level Tasks for Setting Up Security (Cont.)

Task Usage

Introduction 7

Summary of Administration Tasks

“Configuring Columns in Tables” on page 125

Required for all base objects, dependent objects, landing tables, and staging tables. For more information, see “About Columns” on page 126.

“Configuring Foreign-Key Relationships Between Base Objects” on page 140

Required only when you want to explicitly define a foreign-key relationship (parent-child) between two base objects. For more information, see “Process Overview for Defining Foreign-Key Relationships” on page 143 and “About Foreign Key Relationships” on page 140. For Hierarchy Manager, see “Configuring Hierarchies” on page 223 instead.

“Configuring Dependent Objects” on page 117

Required only if a base object has a dependent object, which is a table that is used to store detailed information about the records in a base object (such as supplemental notes). For more information, see “About the Schema” on page 82, “Process Overview for Defining Dependent Objects” on page 119, and “About Dependent Objects” on page 117.

“Viewing Your Schema” on page 148

Useful for visualizing your schema in a graphical format.

“Configuring Queries” on page 162

Required for creating queries used in packages. For more information, see “About Queries” on page 162 and “Configuring Packages” on page 196.Required for queries used by data stewards in the Merge Manager tool. For more information, see the Siperian Hub Data Steward Guide.

“Configuring Packages” on page 196

Required to allow external application users to access Siperian Hub functionality using Services Integration Framework (SIF) requests. For more information, see the Siperian Services Integration Framework Guide. For more information, see “About Packages” on page 196.Required to allow data stewards to merge and update records in the Hub Store using the Merge Manager and Data Manager tools. For more information, see the Siperian Hub Data Steward Guide.

High-Level Tasks for Building the Data Model (Cont.)

Task Usage

8 Siperian Hub Administrator Guide

Summary of Administration Tasks

Configuring the Data Flow

In this document, Part 3, “Configuring the Data Flow,” describes the flow of data through the Siperian Hub through a series of processes (land, stage, load, match, consolidate, and publish), and provides instructions for configuring each process using tools in the Hub Console.

Configuring the Land Process

To configure the land process for a base object, see “Land Process” on page 292, “Configuring the Land Process” on page 347, and the following topics:

Configuring the Stage Process

To configure the stage process for a base object, see “Stage Process” on page 295, “Configuring the Stage Process” on page 363, and the following topics:

High-Level Tasks for Configuring the Land Process

Task Usage

“Configuring Source Systems” on page 348

Required to define a unique name internal name for each source system (external applications or systems that provide data to Siperian Hub). For more information, see “About Source Systems” on page 348.

“Configuring Landing Tables” on page 355

Required to create landing tables, which provide intermediate storage in the flow of data from source systems into Siperian Hub. For more information, see “About Landing Tables” on page 355.

High-Level Tasks for Configuring the Stage Process

Task Usage

“Configuring Staging Tables” on page 364

Required to create staging tables, which provide temporary, intermediate storage in the flow of data from landing tables into base objects and dependent objects via load jobs. To learn more, see “About Staging Tables” on page 364.

Introduction 9

Summary of Administration Tasks

Configuring the Load Process

To configure the load process for a base object, see “Load Process” on page 299, “Configuring the Load Process” on page 453, and the following topics:

“Mapping Columns Between Landing and Staging Tables” on page 380

Required to enable Siperian Hub to move data from a landing table to a staging table during the stage process, and also to specify cleanse operations on columns of data that are moved. To learn more, see “About Mapping Columns” on page 380.

“Configuring Data Cleansing” on page 405

Required to set up data cleansing for a base object during the stage process using the Siperian Hub internal cleanse functionality. To learn more, see “About Data Cleansing in Siperian Hub” on page 406 and the following topics:• “Configuring Cleanse Match Servers” on page 407 to

deploy Cleanse Match Servers that execute cleanse operations and the match process for an Operational Record Store (ORS). For more information, see “About the Cleanse Match Server” on page 407.

• “Configuring Cleanse Lists” on page 440 to specify a logical grouping of cleanse functions that are executed at run time in a predefined order. For more information, see “About Cleanse Lists” on page 440.

• “Using Cleanse Functions” on page 414 to build and execute cleanse functions that cleanse (standardize or verify) data. For more information, see “About Cleanse Functions” on page 414.

High-Level Tasks for Configuring the Load Process

Task Usage

“Configuring Trust for Source Systems” on page 455

Used when multiple source systems contribute data to a column in a base object. Required if you want to designate the relative trust level (confidence factor) for each contributing source system. For more information, see “About Trust” on page 455.

“Configuring Validation Rules” on page 468

Required if you want to use validation rules to downgrade trust scores for cell data based on configured conditions. For more information, see “About Validation Rules” on page 468.

High-Level Tasks for Configuring the Stage Process (Cont.)

Task Usage

10 Siperian Hub Administrator Guide

Summary of Administration Tasks

Configuring the Match Process

To configure the match process for a base object, see “Match Process” on page 317, “Configuring the Match Process” on page 483, and the following topics:High-Level Tasks for Configuring the Match Process

Task Usage

“Configuring Match Properties for a Base Object” on page 488

Required for each base object that will be involved in mapping. For more information, see “Match Properties” on page 490.

“Configuring Match Paths for Related Records” on page 497

Required for match column rules involving related records in either separate tables or in the same table. For more information, see “About Match Paths” on page 497.

“Configuring Match Columns” on page 515

Required to specify the base object columns to use in match column rules. For more information, see “About Match Columns” on page 515.

“Configuring Match Rule Sets” on page 531

Required if you want to use match rule sets to execute different sets of match column rules at different stages in the match process. For more information, see “About Match Rule Sets” on page 531.

“Configuring Match Column Rules for Match Rule Sets” on page 542

Required to specify match column rules that determine whether two records for a base object are similar enough to consolidate. For more information, see “About Match Column Rules” on page 542.

“Configuring Primary Key Match Rules” on page 578

Required to specify the base object columns (primary keys) to use in primary key match rules. For more information, see “About Primary Key Match Rules” on page 578.

“Investigating the Distribution of Match Keys” on page 583

Useful for investigating the distribution of generated match keys upon completion of the match process. For more information, see “About Match Keys Distribution” on page 583.

“Configuring Match Settings for Non-US Populations” on page 941

Required for configuring matches involving non-US populations and multiple populations.

Introduction 11

Summary of Administration Tasks

Configuring the Consolidation Process

To configure the consolidation process for a base object, see “Consolidate Process” on page 335 and “Configuring the Consolidate Process” on page 593.

Configuring the Publish Process

To configure the publish process for a base object, see “Publish Process” on page 342, “Configuring the Publish Process” on page 601, and the following topics:High-Level Tasks for Configuring the Publish Process

Task Usage

“Configuring Global Message Queue Settings” on page 604

Required to specify global settings for all message queues involving outbound Siperian Hub messages.

“Configuring Message Queue Servers” on page 605

Required to set up one or more message queue servers that Siperian Hub will use for incoming and outgoing messages. The message queue server must already be defined in your application server environment according to the application server instructions. For more information, see “About Message Queue Servers” on page 605.

“Configuring Outbound Message Queues” on page 608

Required to set up one or more outbound message queues for a message queue server. For more information, see “About Message Queues” on page 608.

“Configuring Message Triggers” on page 612

Required for configuring message triggers for a base object. Message queue triggers identify which actions within Siperian Hub are communicated to outside applications via messages in message queues. For more information, see “About Message Triggers” on page 612.

12 Siperian Hub Administrator Guide

Summary of Administration Tasks

Executing Siperian Hub Processes

In this document, Part 4, “Executing Siperian Hub Processes,” describes how to use Hub Console tools to run Siperian Hub processes, either:• as batch jobs from the Hub Console, or

• as stored procedures using third-party job management tools to schedule and manage job execution

Executing Processes in the Hub Console

To execute Siperian Hub processes using tools in the Hub Console, see “About Siperian Hub Batch Jobs” on page 668, “Using Batch Jobs” on page 667, and the following topics:

Executing Processes Using Job Management Tools

To execute and manage Siperian Hub stored procedures on a scheduled basis (using job management tools that control IT processes), see “About Executing Siperian Hub

High-Level Tasks for Executing Siperian Hub Process in the Hub Console

Task Usage

“Running Batch Jobs Using the Batch Viewer Tool” on page 674

Required if you want to run individual batch jobs from the Hub Console using the Batch Viewer tool. For more information, see “Batch Viewer Tool” on page 674.

“Running Batch Jobs Using the Batch Group Tool” on page 688

Required if you want to run batch jobs in a group from the Hub Console, allowing you to configure the execution sequence for batch jobs and to execute batch jobs in parallel. For more information, see “About Batch Groups” on page 688.

Introduction 13

Summary of Administration Tasks

Batch Jobs” on page 750, Chapter 18, “Writing Custom Scripts to Execute Batch Jobs,” and the following topics:

Configuring Hierarchies

If your Siperian Hub implementation uses Hierarchy Manager to manage hierarchies, you need to configure hierarchies and their related objects, including entity icons, entity objects and entity types, relationship base objects (RBOs) and relationship types, Hierarchy Manager profiles, and Hierarchy Manager packages. For more information, see Chapter 8, “Configuring Hierarchies.”

Configuring Workflow Integration

If your Siperian Hub implementation integrates with a supported workflow engine, you need to enable states for base objects and configure other settings. For more information, see “Configuring State Management for Base Objects” on page 211.

High-Level Tasks for Executing Siperian Hub Processes Using Job Management Tools

Task Usage

“Setting Up Job Execution Scripts” on page 750

Required for writing job execution scripts for job management tools. For more information, see “About Job Execution Scripts” on page 750 and “About the C_REPOS_TABLE_OBJECT_V View” on page 751.

“Monitoring Job Results and Statistics” on page 755

Required for determining the execution results of job execution scripts. For more information, see “Error Messages and Return Codes” on page 755 and “Job Execution Status” on page 756.

“Executing Batch Groups Using Stored Procedures” on page 798

Required for executing batch jobs in groups via stored procedures using job scheduling software (such as Tivoli, CA Unicenter, and so on). For more information, see “About Executing Batch Groups” on page 798.

“Developing Custom Stored Procedures for Batch Jobs” on page 806

Required for create, registering, and running custom stored procedures for batch jobs. For more information, see “About Custom Stored Procedures” on page 806.

14 Siperian Hub Administrator Guide

Summary of Administration Tasks

Other Administration Tasks

In this document, Part 5, “Configuring Application Access,” and Part 6, “Appendixes,” provide additional information about administration-related topics.Other High-Level Administration Tasks

Task Usage

“Generating ORS-specific APIs and Message Schemas” on page 817

Required for application developers to generate ORS-specific SIF request APIs using the SIF Manager tool in the Hub Console.

“Viewing Registered Custom Code” on page 909

Used for viewing the following types of user objects that are registered in the selected ORS: user exits, custom stored procedures, custom Java cleanse functions, and custom button functions.

“Auditing Siperian Hub Services and Events” on page 919

Used for integration auditing to track activities associated with the exchange of data between Siperian Hub and external systems. For more information, see “About Integration Auditing” on page 920.

“Backing Up and Restoring Siperian Hub” on page 951

Used for backing up and restoring a Siperian Hub implementation.

“Configuring International Data Support” on page 939

Required only to configure different character sets in a Siperian Hub implementation.

“Configuring User Exits” on page 955

Required only if user exits are used. For more information, see “About User Exits” on page 956.

“Viewing Configuration Details” on page 967

Used for remotely monitoring a Siperian Hub environment, showing configuration settings for the Hub Server, Cleanse Match Servers, Master Database, and Operational Record Stores.

“Implementing Custom Buttons in Hub Console Tools” on page 977

Used only if you want to create custom buttons for Hub Console users to provide on-demand, real-time access to specialized data services. Applies only to the Merge Manager, Data Manager, and Hierarchy Manager tools.

Introduction 15

Summary of Administration Tasks

16 Siperian Hub Administrator Guide

2

Getting Started with the Hub Console

This chapter introduces the Hub Console and provides a high-level overview of the tools involved in configuring your Siperian Hub implementation.

Chapter Contents• About the Hub Console

• Starting the Hub Console

• Navigating the Hub Console

• Siperian Hub Workbenches and Tools

17

About the Hub Console

About the Hub ConsoleAdministrators and data stewards can access Siperian Hub features via the Siperian Hub user interface, which is called the Hub Console. The Hub Console comprises a set of tools. Each tool allows you to perform a specific action, or a set of related actions.

Note: The available tools in the Hub Console depend on your Siperian license agreement. Therefore, your Hub Console tool might differ from the previous figure.

18 Siperian Hub Administrator Guide

Starting the Hub Console

Starting the Hub ConsoleTo access the Hub Console:1. Open a browser window and enter the following URL:

http://YourHubHost:port/cmx/

where YourHubHost is your local Siperian Hub host and port is the port number. Check with your administrator for the correct port number.

Note: You must use an HTTP connection to start the Hub Console. SSL connections are not supported.

The Siperian Hub launch screen is displayed.

2. Click the Launch button.

Getting Started with the Hub Console 19

Starting the Hub Console

The first time (only) that you launch Hub Console from a client machine, Java Web Start downloads application files and displays a progress bar.

The Siperian Hub Login dialog box is displayed.

3. Enter your user name and password.

Note: If you do not have any user names set up, contact Siperian support.

4. Click OK.

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Starting the Hub Console

After you have logged in with a valid user name and password, Siperian Hub will prompt you to choose a target database—the Master Database or an Operational Record Store(ORS) with which to work.

The list of databases to which you can connect is determined by your security profile.

• The Master Database stores Siperian Hub environment configuration settings—user accounts, security configuration, ORS registry, message queue settings, and so on. A given Siperian Hub environment can have only one Master Database.

• An Operational Record Store (ORS) stores the rules for processing the master data, the rules for managing the set of master data objects, along with the processing rules and auxiliary logic used by the Siperian Hub in defining the best version of the truth (BVT). A Siperian Hub configuration can have one or more ORS databases.

Getting Started with the Hub Console 21

Starting the Hub Console

Throughout the Hub Console, an icon next to an ORS indicates whether it has been validated and, if so, whether the most recent validation resulted in issues.

For more information, see Chapter 3, “About the Hub Store.”

5. Select the Master Database or the ORS to which you want to connect.

6. Click Connect.

Note: You can easily change the target database once inside the Hub Console, as described in “Changing the Target Database” on page 31.

Image Meaning

Unknown. ORS has not been validated since it was initially created, or since the last time it was updated.

ORS has been validated with no issues. No change has been made to the ORS since the validation process was made.

ORS has been validated with warnings.

ORS has been validated and errors were found.

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Starting the Hub Console

The Hub Console screen is displayed, as shown in the following example (in which the Schema Manager is selected from the Model workbench).

When you select a tool from the Workbenches page or start a process from the Processes page, the window is typically divided into several panes:

Pane Description

Workbenches / Processes

Displays one of the following:• List of workbenches and tools to which you have access (as shown in the

previous figure).• List of the steps in the process that you are running.Note: The workbenches and tools that you see depends on what your company has purchased, as well as to what your administrator has given you access. If you do not see a particular workbench or tool when you log into the Hub Console, then your user account has not been assigned permission to access it.

Navigation Tree

Allows you to navigate items (a list of objects) in the current tool. For example, in the Schema Manager, the middle pane contains a list of schema objects (base objects, landing tables, and so on).

Workbenches/Processes Navigation Tree Properties Panel

Menu

Getting Started with the Hub Console 23

Navigating the Hub Console

Navigating the Hub ConsoleThis section describes how to navigate the Hub Console interface. Hub Console is a collection of tools that you use to configure and manage your Siperian Hub implementation (see “Siperian Hub Workbenches and Tools” on page 48 for a complete list). Each tool allows you to focus on a particular area of your Siperian Hub implementation.

Toggling Between the Processes and Workbenches Views

Siperian Hub groups its tools in two different ways:

You can click the tabs at the left-most side of the Hub Console window to toggle between the Processes and Workbenches views.

Note: When you log into Siperian Hub, you see only those workbenches and processes that contain the tools that your Siperian Hub security administrator has authorized you to use. The screen shots in this document show the full set of workbenches, processes, and tools available.

Properties Panel

Shows details (properties) for the selected item in the navigation tree, and possibly other panels if available in the current tool. Some of the properties might be editable.

Pane Description

By Workbenches Similar tools are grouped together by workbench—a logical collection of related tools.

By Process Tools are grouped into a logical workflow that walks you through the tools and steps required for completing a task.

Pane Description

24 Siperian Hub Administrator Guide

Navigating the Hub Console

Workbenches View

To view tools by workbench:• Click the Workbenches tab on the left side of the page.

Hub Console displays a list of available workbenches on the Workbenches tab. The Workbenches view organizes Hub Console tools by similar functionality, as shown in the following example.

The workbench names and tool descriptions are metadata-driven, as is the way in which tools are grouped. It is possible to have customized tool groupings. Therefore, the arrangement of tools and workbenches that you see after you log in to Hub Console might differ somewhat from the previous figure.

Utilities Workbench

Tools in the Utilities Workbench

Getting Started with the Hub Console 25

Navigating the Hub Console

Processes View

To view tools by process:• Click the Processes tab on the left side of the page.

Hub Console displays a list of available processes on the Processes tab. Tools are organized into common sequences or processes, as shown in the following example.

Processes step you through a logical sequence of tools to complete a specific task. The same tool can belong to several processes, and can appear many times in one process.

Available Processes

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Navigating the Hub Console

Starting a Tool in the Workbenches View

To start a Hub Console tool from the Workbenches view:1. In the Workbenches view, expand the workbench that contains the tool that you

want to start (see “Siperian Hub Workbenches and Tools” on page 48).

2. If necessary, expand the workbench node to show the tools associated with that workbench.

3. Click the tool.

If you selected a tool that requires a different database, the Hub Console prompts you to select it.

All tools in the Configuration workbench (Databases, Users, Security Providers, Tool Access, Message Queues, Metadata Manager, and Enterprise Manager) require a connection to the master database. All other tools require a connection to an ORS.

The Hub Console displays the tool that you selected.

Getting Started with the Hub Console 27

Navigating the Hub Console

Acquiring Locks to Change Settings in the Hub Console

In the Hub Console, a lock is required to make changes to the underlying schema. All non-data steward tools (except the ORS security tools) are in read-only mode unless you acquire a lock. Hub Console locking allows multiple users to make changes to the Siperian Hub schema at the same time.

Types of Locks

In the Hub Console, the Write Lock menu provides two types of locks:

Note: Locks cannot be obtained on an ORS that is in production mode. If an ORS is in production mode and you attempt to obtain a write lock, you will see a message stating that you cannot acquire the lock. For more information, see “Editing ORS Properties” on page 69.

Tools that Require a Lock

The following tools require a lock in order to make changes:

Type of Lock Description

exclusive lock Allows only one user to make changes to the underlying ORS, preventing any other users from changing the ORS while the exclusive lock is in effect. For more information, see “Acquiring an Exclusive Lock” on page 30.

write lock Allows multiple users to making changes to the underlying metadata at the same time. Write locks can be obtained on the Master Database or on an ORS. For more information, see “Acquiring a Write Lock” on page 30.

Master Database ORS

Databases Mappings

Users Cleanse Match Server

Security Providers Cleanse Functions

Tool Access Queries

Message Queues Packages

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Navigating the Hub Console

Note: The data steward tools—Data Manager, Merge Manager, and Hierarchy Manager—do not require write locks. For more information about these tools, see the Siperian Hub Data Steward Guide. The Audit Manager does not require write locks, either.

Automatic Lock Expiration

The Hub Console takes care of refreshing the lock every 60 seconds on the current connection. The user can manually release a lock according to the instructions in “Releasing a Lock” on page 30. If a user switches to a different database while holding a lock, then the lock is automatically released. If the Hub Console is terminated, then the lock expires after one minute.

Server Caching and Hub Console Locks

When no locks are in effect in the Hub Console, the Hub Server caches metadata and other configuration settings for performance reasons. As soon as a Hub Console user acquires a write lock or exclusive lock, caching is disabled, the cache is emptied, and Siperian Hub retrieves this information from the database instead. When all locks are released, caching is enabled again.

Metadata Manager Schema Manager

Schema Viewer

Secure Resources

Hierarchy Manager

Roles

Users and Groups

Batch Group

Systems and Trust

SIF Manager

Hierarchies

Master Database ORS

Getting Started with the Hub Console 29

Navigating the Hub Console

Acquiring a Write Lock

Write locks allow multiple users to edit data in the Hub Console at the same time. However, write locks do not prevent those users from editing the same data at the time time. In such cases, the most recently-saved changes prevail.

To acquire a write lock in Hub Console:1. From the Write Lock menu, choose Acquire Lock.

• If the lock has already been acquired by someone else, then the login name and machine address of that person is displayed.

• If the ORS in production mode, then a message is displayed explaining that you cannot acquire the lock.

• If the lock is acquired successfully, then the tools are in read-write mode. Multiple users can have a write lock per ORS or in the Master Database.

2. When you are finished, you can explicitly release the write lock according to the instructions in “Releasing a Lock” on page 30.

Acquiring an Exclusive Lock

To acquire an exclusive lock in Hub Console:1. From the Write Lock menu, choose Clear Lock to clear any write locks held by

other users, as described in “Clearing Locks” on page 31.

2. From the Write Lock menu, choose Acquire Exclusive Lock.

If the ORS is in production mode, then a message is displayed explaining that you cannot acquire the exclusive lock.

3. When you are finished making changes, release the exclusive lock, as described in “Releasing a Lock” on page 30.

Releasing a Lock

To release a lock in Hub Console:• From the Write Lock menu, choose Release Lock.

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Navigating the Hub Console

Clearing Locks

You can force the release of any locks—write or exclusive locks—held by other users. You might want to do this, for example, to obtain an exclusive lock on the ORS. Because other users are not warned to save changes before their write locks are released, you should use this only when necessary.

To clear all locks:• From the Write Lock menu, choose Clear Lock.

Hub Console releases any locks on the ORS.

Changing the Target Database

The status bar at the bottom of the Hub Console window always shows:• the name of the target database to which you connected

• the user name you used to log in

To change the target database in the Hub Console, do one of the following.1. On the status bar, click the database name.

Getting Started with the Hub Console 31

Navigating the Hub Console

Hub Console prompts you to choose a target database with which to work.

For a description of the types of databases that you can select, see “Starting the Hub Console” on page 19.

2. Select the Master Database or the ORS to which you want to connect.

3. Click Connect.

Logging in as a Different User

To log in as a different user in the Hub Console:1. Click the user name on the status bar.

2. From the Options menu, choose Re-Login As....

3. Specify the user name and password for the user account that you want to use.

Changing the Password for a User

To change the password for the currently logged-in user in the Hub Console:1. From the Options menu, choose Change Password.

2. Specify the password that you want to use instead.

3. Click OK.

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Navigating the Hub Console

Using the Navigation Tree in the Navigation Pane

The navigation tree in the Hub Console allows you to view and manage a hierarchical collection of objects. This section uses the Schema Manager as an example, but the functionality described in this section also applies to using the navigation tree for the following Hub Console tools: Message Queues, Mappings, Queries, Packages, Schema, Users and Groups, and the Batch Viewer.

Parent and Child Nodes

Each named object is represented as a node in the hierarchy tree. A node that contains other nodes is called a parent node. A node that belongs to a parent node is called a child node.

Getting Started with the Hub Console 33

Navigating the Hub Console

In the following example in the Schema Manager, the Address base object is the parent node to the associated child nodes (Columns, Cross-Reference, Dependent Objects, and so on).

Showing and Hiding Child Nodes

To show child nodes beneath a parent node:• Click the plus (+) sign next to the parent node.

To hide child nodes beneath a parent node:• Click the minus (-) sign next to the parent node.

Tree Options

Parent Node

Child Nodes(of Address)

(Address Base Object)

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Navigating the Hub Console

Sorting by Display Name

The display name is the name of an object as it appears in the navigation tree. You can change the order in which the objects are displayed in the navigation tree by clicking Sort By in the tree options area and selecting the appropriate sort option.

Choose from the following sort options:• Display Name (a-z) sorts the objects in the tree alphabetically according to

display name.

• Display Name (z-a) sorts the objects in the tree in descending alphabetical order according to display name.

Filtering Items

You can filter the items shown in the navigation tree by clicking the Filter area at the bottom of the left pane and selecting the appropriate filter option. The figures in this section are from the Schema Manager, but the sample principles apply to other Hub Console tools for which filtering is available.

Choose from the following filter options:• No Filter (All Items)—Removes any filter that was previously defined.

• One Item—Displays a drop-down list above the navigation tree from which to select an item.

In the Schema Manager, for example, you can choose Table type or Table.

Getting Started with the Hub Console 35

Navigating the Hub Console

If you choose Table type, you click the down arrow to display a list of table types from which to select for your filter.

Select a Type

36 Siperian Hub Administrator Guide

Navigating the Hub Console

• If you choose Table, you click the down arrow to display a list of tables from which to select for your filter.

• Some Items—Allows you to select one or more items.

Select a Table

Getting Started with the Hub Console 37

Navigating the Hub Console

For example, in the Schema Manager, you can choose tables based on either the table type or table name. When you choose Some Items, the Hub Console displays the Define Item Filter button above the navigation tree.

• Click the Define Item Filter button.

• Select the item(s) that you want to include in the filter, and then click OK.

Select All ItemsClear All Selected Items

38 Siperian Hub Administrator Guide

Navigating the Hub Console

Note: Use the No Filter (All Items) option to remove the filter.

Changing the Item View

Certain Hub Console tools show a View or View By area below the navigation tree.• In the Schema Manager, you can show or hide the public Siperian Hub items by

clicking the View area below the navigation tree and choosing the appropriate command.

For example, you can view all system tables.

• In the Mappings tool, you can view items by mapping, staging table, or landing table.

• In the Packages tool, you can view items by package or by table.

• In the Users and Groups tool, you can display sub groups and sub users. In the Batch Viewer, you can group jobs by table, date, or procedure type.

Getting Started with the Hub Console 39

Navigating the Hub Console

Searching For Items

When there is no filter, or when the Some Items filter is selected, Hub Console displays a Find area above the navigation tree so that you can search for items by name.

For example, in the Schema Manager, you can search for tables and columns.1. Click anywhere in the Find area to display the Find window.

2. Type the name (or first few letters of the name) that you want to find.

3. Click the F3 - Find button.

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Navigating the Hub Console

The Hub Console highlights the matched item(s). In the following example, the Schema Manager displays the list of tables and highlights the table matches the find criteria:

4. Click anywhere in the Find area to hide the Find window.

Running Commands On Objects in the Navigation Tree

To run commands on an object in the navigation tree, do one of the following:• Right-click an object name to display a pop-up menu of commands that you can

perform on the object.

OR

• Select an object in the navigation tree, and then choose the command you want from the Hub Console menu at the top of the window.

Getting Started with the Hub Console 41

Navigating the Hub Console

Note: Whenever possible, this document describes the first approach—right-clicking an object in the navigation tree and choosing a command from the pop-up menu. Alternatively, however, you can always choose the command from the Hub Console menu.

For example, in the Schema Manager, you can right-click on certain types of objects in the navigation tree to see a popup menu of the commands available for the selected object.

Popup Menu

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Navigating the Hub Console

Adding, Editing and Removing Objects Using Command Buttons

This section describes generally how you use command buttons to add, edit, and delete objects in the Hub Console.

Command Buttons

If you have access to create, modify, or delete objects in a Hub Console window, and if you have acquired a write lock (“Acquiring a Write Lock” on page 30), you might see some or all of the following command buttons in the Properties panel. There are other command buttons as well.

Button Name Description

Add Add a new object.

Edit Edit a property for the selected item in the Properties panel. Indicates that the property is editable.

Delete Remove the selected item.

Save Save changes.

Getting Started with the Hub Console 43

Navigating the Hub Console

The following figure shows an example of command buttons on the right side of the properties panel for the Secure Resources tool.

To see a description about what a command button does, hold the mouse over the button to display a tooltip, as shown in the following example.

Adding Objects

To add an object:1. Acquire a write lock.

2. In the Hub Console tool, click the Add button.

The Hub Console displays an Add object window, where object is the name of the type of object that you are adding.

3. Specify the object properties.

Command Buttons

Tooltip

44 Siperian Hub Administrator Guide

Navigating the Hub Console

4. Click OK.

Editing Object Properties

To edit an object’s properties:1. Acquire a write lock.

2. In the Hub Console tool, select the object whose properties you want to edit.

3. For each property that you want to edit, click the Edit button next to it, and specify the new value.

4. Click the Save button to save your changes.

Removing Objects

To remove an object:1. Acquire a write lock.

2. In the Hub Console tool, select the object that you want to remove.

3. Click the Remove button.

4. If prompted to confirm deletion, choose the appropriate option (OK or Yes) to confirm deletion.

Customizing the Hub Console Interface

To customize the Hub Console interface:1. From the Options menu, choose Options.

Getting Started with the Hub Console 45

Navigating the Hub Console

The Options dialog box is displayed.

2. Specify the options you want, including:

• General tab: Specify whether to show wizard welcome screens, and whether to save window sizes and positions.

• Quick Launch tab: Specify tools that you want to appear as icons in a tool bar below the menu, as shown in the following example.

Toolbar

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Navigating the Hub Console

Showing Version Details

To show version details about the currently-installed Siperian Hub:1. In the Hub Console, choose Help | About.

The Hub Console displays the About Siperian Hub dialog.

2. Click Installation Details.

Getting Started with the Hub Console 47

Siperian Hub Workbenches and Tools

The Hub Console displays the Installation Details dialog.

3. Click Close.

4. Click Close.

Siperian Hub Workbenches and ToolsThis section provides an overview of the Siperian Hub workbenches and tools.

Tools in the Configuration Workbench

Icon Tool Name Description

Databases Register and manage Operational Record Stores (ORSs). To learn more, see Chapter 4, “Configuring Operational Record Stores and Datasources.”

Users Define users and specify which databases they can access. Manage global and individual password policies. Note that Siperian Hub supports external authentication for users, such as LDAP. For more information, see Chapter 20, “Configuring Siperian Hub Users.”

Security Providers Configure security providers, which are third-party organizations that provide security services (authentication, authorization, and user profile services) for users accessing Siperian Hub. For more information, see “Managing Security Providers” on page 889.

Tool Access Define which Hub Console tools and processes a user can access. By default, new user accounts do not have access to any tools until access is explicitly assigned. For more information, see Appendix F, “Configuring Access to Hub Console Tools.”

48 Siperian Hub Administrator Guide

Siperian Hub Workbenches and Tools

Tools in the Model Workbench

Message Queues Define inbound and outbound message queue interfaces to Siperian Hub. For more information, see Chapter 16, “Configuring the Publish Process.”

Metadata Manager Validate Operational Record Store (ORS) metadata, promote changes between repositories, import objects into repositories, and export repositories. For more information, see the Siperian Hub Metadata Manager Guide.

Enterprise Manager View configuration details and version information for the Hub Server, Cleanse Servers, the Master Database, and Operational Record Stores. For more information, see Appendix D, “Viewing Configuration Details.”

Icon Tool Name Description

Schema Define base objects, dependent objects, relationships, history and security requirements, staging and landing tables, validation rules, match criteria, and other data model attributes. To learn more, see Chapter 5, “Building the Schema.”

Schema Viewer View and navigate the current schema. For more information, see “Viewing Your Schema” on page 148.

Systems and Trust Name the source systems that can provide data for consolidation in Siperian Hub. Define the trust settings associated with each source system for each base object column. For more information, see “Configuring Source Systems” on page 348 and “Configuring Trust for Source Systems” on page 455.

Queries Define query groups and queries used by packages. To learn more, see “Configuring Queries” on page 162.

Packages Define packages (table views). To learn more, see “Configuring Packages” on page 196.

Cleanse Functions Define cleanse functions to perform on your data. For more information, see “Using Cleanse Functions” on page 414.

Mappings Map cleansing function outputs to target columns in staging tables. For more information, see “Mapping Columns Between Landing and Staging Tables” on page 380.

Icon Tool Name Description

Getting Started with the Hub Console 49

Siperian Hub Workbenches and Tools

Tools in the Security Access Manager Workbench

Tools in the Data Steward Workbench

For more information about these tools, see the Siperian Hub Data Steward Guide.

Hierarchies Set up the structures required to view and manipulate data relationships in Hierarchy Manager. For more information, see Chapter 8, “Configuring Hierarchies.”

Icon Tool Name Description

Secure Resources Manage secure resources in Siperian Hub. Configure the status (Private, Secure) for each Siperian Hub resource, and define resource groups to organize secure resources. For more information, see “Securing Siperian Hub Resources” on page 841.

Roles Define roles and privilege assignments to resources and resource groups. Assign roles to users and user groups. For more information, see “Configuring Roles” on page 854.

Users and Groups Manage the users and user groups within a single Hub Store. To learn more, see Chapter 20, “Setting Up Security.”

Icon Tool Name Description

Data Manager Manage the content of consolidated data, view cross-references, edit data, view history and unmerge consolidated records. To learn more, see the Siperian Hub Data Steward Guide.

Merge Manager Review and merge the matched records that have been queued for manual merging. For more information, see the Siperian Hub Data Steward Guide.

Hierarchy Manager Define and manage hierarchical relationships in their Hub Store. For more information, see the Siperian Hub Data Steward Guide.

Icon Tool Name Description

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Siperian Hub Workbenches and Tools

Tools in the Utilities Workbench

Icon Tool Name Description

Batch Group Configure and run batch groups, which are collections of individual batch jobs (for example, Stage, Load, and Match jobs) that can be executed with a single command. For more information, see “Running Batch Jobs Using the Batch Viewer Tool” on page 674.

Batch Viewer Execute batch jobs to cleanse, load, match or auto-merge data, and view job logs. For more information, see “Running Batch Jobs Using the Batch Viewer Tool” on page 674.

Cleanse Match Server

View Cleanse Match Server information, including name, port, server type, and whether server is on or offline. For more information, see “About the Cleanse Match Server” on page 407.

Audit Manager Configure auditing and debugging of application requests and message queue events. For more information, see Chapter 22, “Auditing Siperian Hub Services and Events.”

SIF Manager Generate ORS-specific Services Integration Framework (SIF) request APIs. SIF Manager generates and deploys the code to support SIF request APIs for packages, remote packages, mappings, and cleanse functions in an ORS. Once generated, the ORS-Specific APIs are available as a Web service and via the Siperian Client JAR. For more information, see Chapter 19, “Generating ORS-specific APIs and Message Schemas.”

User Object Registry

View registered user exits, user stored procedures, custom Java cleanse functions, and custom GUI functions for an ORS. For more information, see Chapter 21, “Viewing Registered Custom Code.”

Getting Started with the Hub Console 51

Siperian Hub Workbenches and Tools

52 Siperian Hub Administrator Guide

Part 2

Building the Data Model

Contents• Chapter 3, “About the Hub Store”

• Chapter 4, “Configuring Operational Record Stores and Datasources”

• Chapter 5, “Building the Schema”

• Chapter 6, “Configuring Queries and Packages”

• Chapter 7, “State Management”

• Chapter 8, “Configuring Hierarchies”

53

54 Siperian Hub Administrator Guide

3

About the Hub Store

The Hub Store is where business data is stored and consolidated in Siperian Hub. The Hub Store contains common information about all of the databases that are part of your Siperian Hub implementation.

Chapter Contents• Databases in the Hub Store

• How Hub Store Databases Are Related

• Creating Hub Store Databases

• Version Requirements

55

Databases in the Hub Store

Databases in the Hub StoreThe Hub Store is a collection of databases that includes:

Users for Hub Store databases are created globally—within the Master Database—and then assigned to specific ORSs. The Master Database also stores site-level information, such as the number of incorrect log-in attempts allowed before a user account is locked out.

Element Description

Master Database Contains the Siperian Hub environment configuration settings—user accounts, security configuration, ORS registry, message queue settings, and so on. A given Siperian Hub environment can have only one Master Database. The default name of the Master Database is CMX_SYSTEM.In the Hub Console, the tools in the Configuration workbench (Databases, Users, Security Providers, Tool Access, and Message Queues) manage configuration settings in the Master Database.

Operational Record Store (ORS)

Database that contains the master data, content metadata, the rules for processing the master data, the rules for managing the set of master data objects, along with the processing rules and auxiliary logic used by the Siperian Hub in defining the best version of the truth (BVT). A Siperian Hub configuration can have one or more ORS databases. The default name of an ORS is CMX_ORS.

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How Hub Store Databases Are Related

How Hub Store Databases Are RelatedA Siperian Hub implementation contains one Master Database and zero or more ORSs. If no ORS exists, then only the Configuration workbench tools are available in the Hub Console. A Siperian Hub implementation can have multiple ORSs, such as separate ORSs for development and production, or separate ORSs for each geographical location or for different parts of the organization.

You can access and manage multiple ORSs from one Master Database. The Master Database stores the connection settings and properties for each ORS.

Note: An ORS can be registered in only one Master Database. Multiple Master Databases cannot share the same ORS. A single ORS cannot be associated with multiple Master Databases.

About the Hub Store 57

Creating Hub Store Databases

Creating Hub Store DatabasesDatabases are initially created and configured when you install Siperian Hub.• To create the Master Database and one ORS, you run the setup.sql script.

• To create an individual ORS, you run the setup_ors.sql script.

To learn more, see the Siperian Hub Installation Guide for your platform.

Version RequirementsDifferent versions of the Siperian Hub cannot operate together in the same environment. All components of your installation must be the same version, including the Siperian Hub software and the databases in the Hub Store.

If you want to have multiple versions of Siperian Hub at your site, you must install each version in a separate environment. If you try to work with a different version of a database, you will receive a message telling you to upgrade the database to the current version.

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4

Configuring Operational Record Stores

and Datasources

This chapter describes how to configure Operational Record Store (ORS) and datasources for the Hub Store using the Databases tool in the Hub Console.

Chapter Contents• Before You Begin

• About the Databases Tool

• Starting the Databases Tool

• Configuring Operational Record Stores

• Configuring Datasources

59

Before You Begin

Before You BeginBefore you begin, you must have installed Siperian Hub, created the Master Database and at least one ORS (running the setup.sql script creates both) according to the instructions in the Siperian Hub Installation Guide for your platform. You can create additional ORSs by running the setup_ors.sql script.

About the Databases ToolAfter the Hub Store has been created, you can use the Databases tool in the Hub Console to complete the following tasks:• Register an ORS so that the Master Reference Manager can connect to it.

Registration stores the database connection properties in the Master Database.

• Define an ORS datasource in the application server environment for Siperian Hub.

An ORS datasource contains a set of properties for the ORS, such as the location of the database server, the name of the database, the network protocol used to communicate with the server, the database user ID and password, and so on.

Note: The Databases tool refers to an ORS as a database.

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Starting the Databases Tool

Starting the Databases ToolTo start the Databases tool:1. In the Hub Console, connect to your Master Database. To learn more, see

“Changing the Target Database” on page 31.

2. Expand the Siperian Configuration workbench and then click Databases.

The Hub Console displays the Databases tool, as shown in the following example (in which a registered ORS is selected).

The Databases tool displays the following areas:

Column Description

Number of databases Number of ORSs currently defined in the Hub Store.

Database List List of registered Siperian Hub ORSs.

Database Properties Database properties for the selected ORS.

Registered

ORSProperties

ORSs

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Configuring Operational Record Stores

Configuring Operational Record StoresThis section describes how to configure an ORS in your Hub Store. If you need assistance with configuring the ORS, consult with your database administrator. For more information about Operational Record Stores, see “Databases in the Hub Store” on page 56 and the Siperian Hub Installation Guide for your platform.

Registering an ORS

Note: Registering an ORS will fail if you try to register an ORS that does not contain the Siperian Hub repository objects or Siperian Hub procedures.

To register an ORS:1. Start the Databases tool. To learn more, see “Starting the Databases Tool” on page

61.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Click the button.

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The Databases tool displays the Register Database dialog box. By default, the selected database type is Oracle.

4. If you are registering a DB2 database, select DB2 in the Database type drop-down list.

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Configuring Operational Record Stores

The Databases tool displays the Register Database dialog box for a DB2 database.

5. Specify the following settings. Note that Oracle and DB2 have slightly different settings.

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Note: The Schema Name and the User Name are both the name of the ORS that was specified in the script used to create the ORS. If you need this information, consult your database administrator.

Property Description

Identity

Database Display Name

Name for this ORS as it will be displayed in the Hub Console.

Machine Identifier Prefix given to keys to uniquely identify records from this instance of the Hub Store.

Connection Properties

Database type One of the following values: Oracle or DB2.

Database hostname Oracle only. IP address or name (if supported on your network) of the server hosting the Oracle database.

Database server name DB2 only. IP address or name (if supported on your network) of the database server.

Oracle SID Oracle only. Oracle System Identifier (SID) that refers to the instance of the Oracle database running on the server.

Database name DB2 only. Name of the DB2 database.Note: The DB2 database needs to be cataloged via the DB2 client on the application server machine.

Port One of the following settings:• Oracle: The TCP port of the Oracle listener running on the

Oracle database server. The Oracle installation default is 1521.

• DB2: The TCP port on which the database server listens for connections. The DB2 installation default is 50000.

Oracle TNS Name Oracle only. Name by which the database is known on your network as defined in the application server’s TNSNAMES.ORA file. For example:

mydatabase.mycompany.comThis value is set when you install Oracle. See your Oracle documentation to learn more about this name.

Schema Name Name of the ORS.

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Configuring Operational Record Stores

6. If you want to create the datasource on the application server after registration, check (select) the Create datasource after registration check box.

Siperian Hub uses the datasources provided by the application server and, therefore, does not write any data to the ORS at the time of registration.

Note for WebLogic: If you are using WebLogic, a dialog box prompts you for your username and password. This process writes only to the Master Database. The ORS and datasource need not be available at registration time.

If you do not check this option, then you will need to manually configure the datasource, as described in “Configuring Datasources” on page 77.

7. Click OK.

8. Test your database connection settings. To learn more, see “Testing ORS Connections” on page 71.

User Name User name for the ORS. By default, this is the user name that was specified in the script used to create the ORS. This user owns all of the ORS database objects in the Hub Store.If a proxy user has been configured for this ORS, then you can specify the proxy user instead. For instructions on running of the setup_ors.sql script and defining proxy users, see the Siperian Hub Installation Guide.

Password Password associated with the User Name for the ORS.• For Oracle, this password is case-insensitive.• For DB2, this password is case-sensitive.By default, this is the password associated with the user name that was specified in the script used to create the ORS.If a proxy user has been configured for this ORS, then you specify the password for the proxy user instead. For instructions on running of the setup_ors.sql script and defining proxy users, see the Siperian Hub Installation Guide.

Create datasource after registration

Check (select) to create the datasource on the application server after registration. For WebLogic users, you will need to specify the WebLogic username and password.

Property Description

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Note: When you register an ORS that has been used elsewhere, and if the ORS already has Cleanse Match Servers registered and no other servers get registered, then you need to re-register one of the Cleanse Match Servers. This updates the data in c_repos_db_release.

Editing ORS Registration Properties

Only certain ORS registration properties are editable. For non-editable properties, you must instead unregister and re-register the ORS with the new properties.

To edit registration settings for an ORS:1. Start the Databases tool. To learn more, see “Starting the Databases Tool” on page

61.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Select the ORS that you want to configure.

4. Click the button.

The Databases tool displays the Update Database Registration dialog box for the selected ORS.

Oracle Settings

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Configuring Operational Record Stores

DB2 Settings

5. Edit any of the following settings:

• Database display name

• Password

By default, this is the password associated with the user name that was specified when the ORS was created. If a proxy user has been configured for this ORS, then you specify the password for the proxy user instead. For instructions on running of the setup_ors.sql script and defining proxy users, see the Siperian Hub Installation Guide.

• Update datasource after registration check box

• Oracle TNS name (Oracle only)

6. To update the datasource on the application server with the modified settings, select (check) the Update datasource after registration check box

Note: Updating the datasource settings might cause the JDBC connection pool settings to be reset to the default values. Be sure to check the JDBC connection pool settings before and after you click OK so that you can reapply any customizations to the JDBC connection pool settings.

7. Click OK.

The Databases tool saves your changes.

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8. Test your updated database connection settings. To learn more, see “Testing ORS Connections” on page 71.

Editing ORS Properties

To change properties for a registered ORS:1. Start the Databases tool. To learn more, see “Starting the Databases Tool” on page

61.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Select the ORS that you want to configure.

The Databases tool displays the database properties for the selected ORS.

o

Configuring Operational Record Stores and Datasources 69

Configuring Operational Record Stores

The following table describes these properties.

Property Description

Database Type Oracle or DB2

Database ID Identification for the ORS. This ID is used in SIF requests. The database ID lookup is case-sensitive.The format for the database ID is:

jdbc/siperian-hostname-sid-databasenameExample:

jdbc/siperian-aiz01-aix01-cmx_ors-dsWhen registering a new ORS, the host, server, and database names are normalized.• Host name is converted to lowercase.• Database name is converted to uppercase (the standard for

schemas, tables, etc.).The normalization of each field can be done on a database-specific basis so that it can be changed if needed.

JNDI Datasource Name

Displays the datasource JNDI name for the selected ORS. This is the JNDI name that is configured for this JDBC connection on the application server.

Machine Identifier Prefix given to keys to uniquely identify records from this instance of the Hub Store.

GETLIST Limit (records)

Limits the number of records returned through SIF search requests, such as searchQuery, searchMatch, getLookupValues, and so on.

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4. To change a property, click the button next to it, and edit the property.

5. Click the Save button to save your changes.

If production mode is enabled for an ORS, then the Databases tool displays a lock icon next to it in the list.

Testing ORS Connections

To test a Hub Store connection to an ORS:1. Start the Databases tool. To learn more, see “Starting the Databases Tool” on page

61.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Select the ORS that you want to test.

Production Mode Specifies whether this ORS is in production mode.• If not enabled (unchecked, the default), production mode is

disabled, allowing authorized users to edit metadata for this ORS in the Hub Console.

• If enabled (checked), then production mode is enabled. Users cannot make changes to the metadata for this ORS. If a user attempts to acquire a write lock on an ORS in production mode, the Hub Console will display a message explaining that the lock cannot be obtained.

Note: Only Siperian Hub administrator users can change this setting.For more information, see “Changing an ORS to Production Mode” on page 75.

Property Description

Production mode enabled

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Configuring Operational Record Stores

4. Click the button.

The Test Database command tests for:

• the database connection parameters via the JDBC connection

• the existence of the datasource

• a valid connection via the datasource

• a valid ORS version

Note for WebSphere: If the test connection fails through the Hub Console, verify that the test connection is successful from the WebSphere Console. The JNDI name is case sensitive and should match what is generated in the Hub Console.

5. Click OK.

Changing Passwords

To change passwords for the Master Database or an ORS, you need to make changes first on your database server and possibly on your application server as well.

Changing the Password for the Master Database

To change the Master Database password:1. On your database server, change the password for the CMX_SYSTEM database.

2. Log into the administration console for your application server and edit the datasource connection information, specifying the new password for CMX_SYSTEM, and then saving your changes.

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Changing the Password for an ORS

To change the password for an ORS, there are two options.

Option One1. On your database server, change the password for the ORS schema.

2. Start the Hub Console and select Master Database as the target database. To learn more, see “Changing the Target Database” on page 31.

3. Start the Databases tool. To learn more, see “Starting the Databases Tool” on page 61.

4. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

5. Select the ORS that you want to configure.

6. Click the button.

The Databases tool displays the Update Database Registration dialog box for the selected ORS.

7. Enter the new password in the Password text box.

8. Check (select) the Update datasource after registration check box.

9. Click OK.

10. Test your updated database connection settings. To learn more, see “Testing ORS Connections” on page 71.

Option Two1. On your database server, change the password for the ORS schema.

2. Start the Hub Console and select Master Database as the target database. To learn more, see “Changing the Target Database” on page 31.

3. Start the Databases tool. To learn more, see “Starting the Databases Tool” on page 61.

4. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

5. Select the ORS that you want to configure.

6. In the Database Properties panel, make a note of the JNDI Datasource Name for the selected ORS.

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Configuring Operational Record Stores

7. Log into the administration console for your application server and edit the datasource connection information for this ORS, specifying the new password for the noted JDNI Datasource name, and then saving your changes.

Encrypting Passwords

In order to successfully change the schema password, you must change it in the data sources defined in the application server. This password is not encrypted, because the application server protects it. In addition to updating the data sources on the application server, Siperian requires that the password to be encrypted and stored in various tables.

Steps to Encrypt New Passwords

To encrypt the new password, execute the following command from the prompt:java -classpath siperian-common.jar com.siperian.common.security.Blowfish

The results will be echoed to the terminal window:Plaintext Password: your_new_passwordEncrypted Password: encrypted password

For example, if admin is your new password, then the command would be:java -classpath siperian-common.jar com.siperian.common.security.Blowfish admin

Plaintext Password: adminEncrypted Password: A75FCFBCB375F229

Steps to Update Passwords for Your Schema

Execute the following commands to update the passwords for your ORS and Master Database:

To update your ORS database password:UPDATE C_REPOS_DB_RELEASE SET DB_PASSWORD = '';COMMIT;

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To update your Master Database password:UPDATE C_REPOS_DATABASE SET PASSWORD = '' WHERE USER_NAME =

CMX_SYSTEM/ORS User and Passwords

User-name and passwords that can be changed when installing/configuring the MRM:• The CMX_SYSTEM user should not be changed.

• The CMX_SYSTEM password can be changed after the MRM is installed. You need to change the password for the CMX user in Oracle, and you need to set the same password in the datasource on the application server.

• The CMX_ORS user and password can be changed when the setup_ors.sql is run. You need to use the same password when registering the ORS in the Hub Console.

Changing an ORS to Production Mode

The Hub Console allows administrators to lock the design of an ORS by enabling production mode. Once production mode is enabled, write locks and exclusive locks are not permitted, and no changes can be made to the schema definition in the ORS. When a Hub Console user attempts to place a lock on an ORS for which production mode is enabled, the Hub Console displays a message to the user explaining that the lock cannot be obtained because the ORS is in production mode. For more information, see “Acquiring Locks to Change Settings in the Hub Console” on page 28.

To change the production mode flag for an ORS:1. Log into the Hub Console with administrator-level privileges to the Siperian Hub

implementation.

In order to change this setting, you must have sufficient privileges to run the Databases tool and be able to obtain a lock on the Master Database.

2. Start the Databases tool. To learn more, see “Starting the Databases Tool” on page 61.

3. Clear any exclusive locks on the ORS.

Note: This setting cannot be changed if the ORS is locked exclusively.

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Configuring Operational Record Stores

4. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

5. Select the ORS that you want to configure.

The Databases tool displays the database properties for the selected ORS.

6. Change the setting of the Production Mode check box, as described in “Editing ORS Properties” on page 69.

Select (check) the check box to enable production mode, or clear (uncheck) it to disable it.

7. Click the Save button to save your changes.

Unregistering an ORS

Unregistering an ORS removes the connection information to this ORS from the Master Database and removes the datasource definition from the application server environment.

To unregister an ORS:1. Start the Databases tool. To learn more, see “Starting the Databases Tool” on page

61.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Select the ORS that you want to unregister.

4. Click the button.

Note: If you are running WebLogic, enter the WebLogic user name and password when prompted.

The Databases tool prompts you to confirm unregistering the ORS.

5. Click Yes.

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Configuring Datasources

Configuring DatasourcesThis section describes how to configure datasources for an ORS. Every ORS requires a datasource definition in the application server environment.

About Datasources

In Siperian Hub, a datasource specifies properties for an ORS, such as the location of the database server, the name of the database, the database user ID and password, and so on. A Siperian Hub datasource points to a JDBC resource defined in your application server environment. To learn more about JDBC datasources, see your application server documentation.

Managing Datasources in WebLogic

For WebLogic application servers, whenever you attempt to add, delete, or update a datasource, Siperian Hub prompts you to specify the application server administrative username and password. If you are performing multiple operations in the Databases tool, this dialog box remembers the last username that was entered, but always requires you to enter the password.

Creating Datasources

You might need to explicitly create a datasource if, for example, you created an ORS using a different application server, or if you did not check (select) the Create datasource after registration check box when registering the ORS.

To create a datasource:1. Start the Databases tool. To learn more, see “Starting the Databases Tool” on page

61.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Right-click the ORS in the Databases list, and then choose Create Datasource.

Note: If you are running WebLogic, enter the WebLogic user name and password when prompted.

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Configuring Datasources

The Databases tool creates the datasource and displays a progress message.

4. Click OK.

Removing Datasources

If you have registered an ORS with a configured datasource, you can use the Databases tool to manually remove its datasource definition from your application server. After removing the datasource definition, however, the ORS will still appear in Hub Console. To completely remove a database from the Hub Console, you need to unregister it (see “Unregistering an ORS” on page 76).

To remove a datasource:1. Start the Databases tool. To learn more, see “Starting the Databases Tool” on page

61.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Right-click an ORS in the Databases list, and then choose Remove Datasource.

Note: If you are running WebLogic, enter the WebLogic user name and password when prompted.

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The Databases tool removes the datasource and displays a progress message.

4. Click OK.

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Configuring Datasources

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5

Building the Schema

This chapter explains how to design and build your schema in Siperian Hub.

Chapter Contents• Before You Begin

• About the Schema

• Starting the Schema Manager

• Configuring Base Objects

• Configuring Dependent Objects

• Configuring Columns in Tables

• Configuring Foreign-Key Relationships Between Base Objects

• Viewing Your Schema

81

Before You Begin

Before You BeginBefore you begin, you must have installed Siperian Hub and created the Hub Store (including on Operational Record Store) according to the instructions in Siperian Hub Installation Guide.

About the SchemaThe schema is the data model that is used in your Siperian Hub implementation. Siperian Hub does not impose or require any particular schema. The schema exists inside Siperian Hub and is independent of the source systems providing data to Siperian Hub.

Note: The process of designing the schema for your Siperian Hub implementation is outside the scope of this document. It is assumed that you have developed a data model—using industry-standard data modeling methodologies—that is based on a thorough understanding of your organization’s requirements and in-depth knowledge of the data you are working with.

The Siperian schema is a flexible, repository-driven model that supports the data structure of any vertical business sector. The Hub Store is the database that underpins Siperian Hub and provides the foundation of Siperian Hub’s functionality. Every Siperian Hub installation has a Hub Store, which includes one Master Database and one or more Operational Record Store (ORS) databases. Depending on the configuration of your system, you can have multiple ORS databases in an installation. For example, you could have a development ORS, a testing ORS, and a production ORS. For more information, see Chapter 3, “About the Hub Store,” and Chapter 4, “Configuring Operational Record Stores and Datasources.”

Before you begin to implement the schema, you must understand the basic structure of the underlying Siperian Hub schema and its components. This section introduces the most important tables in an ORS and how they work together.

Note: You must use tools in the Hub Console to define and manage the consolidated schema—you cannot make changes directly to the database. For example, you must use the Schema Manager to define tables and columns. For details, see“Requirements for Defining Schema Objects” on page 87.

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Types of Tables in an Operational Record Store

An ORS contains both tables that you configure and system support tables.

Configurable Tables

The following types of Siperian Hub tables are used to model business reference data. You must explicitly create and configure these tables.Types of Configurable Tables in an ORS

Type of Table Description

base object Used to store data for a central business entity (such as customer, product, or employee) or a lookup table (such as country or state). In a base object table (or simply a base object), you can consolidate data from multiple source systems and use trust settings to determine the most reliable value of each base object cell. You can define one-to-many relationships between base objects. Base objects must be explicitly created and configured according to the instructions in “Process Overview for Defining Base Objects” on page 94.

dependent object Used to store detailed information about the records in a base object (for example, supplemental notes). One record in a base object can map to multiple records in a dependent object table (or simply a dependent object). Dependent objects must be explicitly created and configured according to the instructions in “Process Overview for Defining Dependent Objects” on page 119.

landing table Used to receive batch loads from a source system. Landing tables must be explicitly created and configured according to the instructions in “Configuring Landing Tables” on page 355.

staging table Used to load data into a base objects and dependent objects. Mappings are defined between landing tables and staging tables to specify whether and how data is cleansed and standardized when it is moved from a landing table to a staging table. Staging tables must be explicitly created and configured according to the instructions in “Configuring Staging Tables” on page 364.

Building the Schema 83

About the Schema

Infrastructure Tables

The following types of Siperian Hub infrastructure tables are used to manage and support the flow of data in the Hub Store. Siperian Hub automatically creates, configures, and maintains these tables whenever you configure base objects and dependent objects.Types of Infrastructure Tables in an ORS

Type of Table Description

cross-reference table

Used for tracking the origin of each record in the base object. Named according to the following pattern:C_baseObjectName_XREFwhere baseObjectName is the root name of the base object (for example, C_PARTY_XREF). For this reason, this table is sometimes referred to as the XREF table. When you create a base object, Siperian Hub automatically creates a cross-reference table to store information about data coming from source systems. For more information, see “Cross-Reference Tables” on page 97.

history table Used if history is enabled for a base object (see “Enable History” on page 102). Named according to the following pattern:C_baseObjectName_HIST—base object history table, as described in “Base Object History Tables” on page 101.C_baseObjectName_HXRF—cross-reference history table, as described in “Cross-Reference History Tables” on page 101.where baseObjectName is the root name of the base object (for example, C_PARTY_HIST and C_PARTY_HXRF).Siperian Hub creates and maintains several different history tables to provide detailed change-tracking options, including merge and unmerge history, history of the pre-cleansed data, history of the base object, and the cross-reference history.

match key table Contains the match keys that were generated for all base object records. Named according to the following pattern:C_baseObjectName_STRPwhere baseObjectName is the root name of the base object (for example, C_PARTY_STRP). For more information, see “Columns in Match Key Tables” on page 325.

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match table Contains the pairs of matched records in the base object resulting from the execution of the match process on this base object. Named according to the following pattern:C_baseObjectName_MTCHwhere baseObjectName is the root name of the base object (for example, C_PARTY_MTCH). For more information, see “Populating the Match Table with Match Pairs” on page 330

external match table

Uses input (C_baseObjectName_EMI) and output (C_baseObjectName_EMO) tables.• The EMI contains records to match against the records in the base

object. • The EMO table contains the output data for External Match jobs.

Each row in the EMO represents a pair of matched records—one from the EMI table and one from the base object:

For more information, see “External Match Jobs” on page 719 and “External Match Jobs” on page 766.

Types of Infrastructure Tables in an ORS (Cont.)

Type of Table Description

Building the Schema 85

About the Schema

Supported Relationships Among Data

Siperian Hub supports one:many and many:many relationships among tables, as well as hierarchical relationships between records in the same base object. In Siperian Hub, relationships between records can be defined in various ways.

The following table describes these types of relationships.

Type of Relationship Description

foreign key relationship between base objects

One base object (the child) contains a foreign key column, which contains values that match values in the primary key column of another base object (the parent). For more information, see “Process Overview for Defining Foreign-Key Relationships” on page 143 and “Configuring Foreign-Key Relationships Between Base Objects” on page 140.

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Once these relationships are configured in the Hub Console, you can use these relationships to configure match column rules by defining match paths between records. For more information, see “Configuring Match Paths for Related Records” on page 497.

Requirements for Defining Schema Objects

This section describes requirements for configuring schema objects.

Make Schema Changes Only in the Hub Console

Siperian Hub maintains schema consistency, provided that all model changes are done using the Hub Console tools, and that no changes are made directly to the database. Siperian Hub provides all the tools necessary for maintaining the schema.

Think Before You Change the Schema

Important: Schema changes can involve risk to data and should be approached in a managed and controlled manner. You should plan the changes to be made and analyze the impact of the changes before making them. You should also back up the database before making any changes.

base object and dependent objects

A base object (the parent) has a dependent object (the child). The foreign-key relationship is implicit between the dependent object and its parent base object. For example, a Customer base object could have an associated Notes dependent object to store free-form notes about a customer. For more information, see “Process Overview for Defining Dependent Objects” on page 119 and “Configuring Dependent Objects” on page 117.

records within the same base object

Within a base object, records are related to each other hierarchically. Allows you to define many-to-many relationships within the base object. For more information, see “Intra-Table Paths” on page 502.

Type of Relationship Description

Building the Schema 87

About the Schema

You Must Have a Write Lock to Change the Schema

In order to make any changes to the schema, you must have a write lock. For more information, see “Acquiring a Write Lock” on page 30.

Rules for Database Object Names

Database object names cannot be longer than 22 characters.

Reserved Suffixes

Note: To understand which Hub processes create which tables and how to best manage these tables, please refer to the “Transient Tables” technical note found on the SHARE portal.

Siperian Hub creates metadata objects that use suffixes appended to the names you use for base objects. In order to avoid confusion and possible data loss, database object names must not use the following strings as either names or suffixes:_T _L _D _C _CL _TML0

DLT _MTCH _TUPD _TGVI _TGR _TGVO

OPL _STRP _TSI _TMGA _TGV TBVB_

_TGVI _TMGA _TSU1 _TMGB _TGV1 TBVC_

_TMST _TMG1 _TMG2 _TMG3 _TRLG _TRLT

_TMP0 _EMI _TSU2 _TMG0 _TGC TBVV_

_XREF _EMO _TC0 _TMG1 _TGC1 TBVT_

_VCT _TXCU _TC1 _TMG2 _TGT _BVTB

_TGRP _TVXR TBVT_ _TMG3 _TGN _BVTC

_HIST _TROU TBVN_ _HUID _TGZ _BVTV

_HXRF _TCRV _TBVB _TNKY _TGA TUTR_

_TLA _TSRV _TBVC _TUID _TGA1 TUHM_

_TOU0 _TIND _TBVV _TGF _TGM TUGR_

_TGB1 _TLU _TIRD _TGB _TGD TVXRD_

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Reserved Column Names

The following column names are reserved and cannot be used for user-defined columns.

TGCO TFK_ BVTXV_ BVTX_ _RAW REJ

BV0_ BV1_ BV2_ BV3_ BV5_ BV0_

CLC_ TFX_ TBXR_ TRBX_ TBOX_ TGMD_

CSC_ BVLNK_ TCCO_ TCHO_ TCVO_ TCMO_

TCSO_ TCGO_ TCRO_ TCXO_ TCBO_ TCCN_

TCHN_ TCVN_ TCMN_ TCSN_ TCGN_ TCRN_

TCXN_ TCBN_ TFK_ TFX_ TUK_ EXP_

T_verify_ PRL GG CTL TFG_ TGM_

TGA_ TGD_ HMRG TUID_ TGB1_ TGB_

TGC1_ TGC_ TGV1_ TGV_ TMR_ TMMA_

TUHM_ TPBR_ TUGR_ TUTR_ TUDL_ TUCA_

TUCF_ TUCX_ TUCC_ TUCT_ TUCR_ TUPT_

TXDL_ TBDL_ TOBDL_ LNK TDCC_ BVTXC_

TLL TDEL_ TXPR_ TDUMP_

ROWID_OBJECT CONSOLIDATION_IND

PKEY_SRC_OBJECT DELETED_IND

CREATE_DATE DELETED_BY

LAST_UPDATE_DATE DELETED_DATE

CREATOR LAST_ROWID_SYSTEM

UPDATED_BY DIRTY_IND

HIST_CREATE_DATE INTERACTION_ID

HIST_UPDATE_DATE HUB_STATE_IND

SRC_ROWID ROWID_SYSTEM

ROWID_XREF SRC_LUD

Building the Schema 89

Starting the Schema Manager

Adding Columns for Technical Reasons

For purely technical reasons, you might want to add columns to a base object. For example, for a segment match, you must add a segment column. For more information on adding columns for segment matches, see “Segment Matching” on page 562.

We recommend that you distinguish columns added to base objects for purely technical reasons from those added for other business reasons, because you generally do not want to include these columns in most views used by data stewards. Prefixing these column names with a specific identifier, such as CSTM_, is one way to easily filter them out.

Starting the Schema ManagerYou use the Schema Manager in the Hub Console to define the schema, staging tables, and landing tables. The Schema Manager is also used to define rules for match and merge, validation, and message queues.

To start the Schema Manager:• In the Hub Console, expand the Model workbench, and then click Schema.

PROMOTE_IND PUT_UPDATE_MERGE_IND

ROWID_OBJECT CONSOLIDATION_IND

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The Hub Console displays the Schema Manager.

The Schema Manager is divided into two panes.

For general instructions about using the Schema Manager, see “Navigating the Hub Console” on page 24. You must use the Schema Manager when defining tables in an ORS, as described in “Requirements for Defining Schema Objects” on page 87.

Pane Description

Navigation pane Shows (in a tree view) the core schema objects: base objects and landing tables. Expanding an object in the tree shows you the property groups available for that object.

Properties pane Shows the properties for the selected object in the left-hand pane. Clicking any node in the schema tree displays the corresponding properties page (that you can view and edit) in the right-hand pane.

Navigation Pane Properties Pane

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Configuring Base ObjectsThis section describes how to configure base objects for your Siperian Hub implementation.

About Base Objects

In Siperian Hub, central business entities—such as customers, accounts, products, or employees—are represented in tables called base objects. A base object is a table in the Hub Store that contains collections of data about individual entities—such as customer A, customer B, customer C, and so on.

Each individual entity has a single master record—the best version of the truth—for that entity. An individual entity might have additional records in the base object (contributing records) that contain the “multiple versions of the truth” that need to be consolidated into the master record. Consolidation is the process of merging duplicate records into a single consolidated record that contains the most reliable cell values from all of the source records.

Important: You must use the Schema Manager to define base objects—you cannot configure them directly in the database. For more information, see “Requirements for Defining Schema Objects” on page 87.

Master

ContributingRecords

Record

Most Reliable Cell Value

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Relationships Between Base Objects and Other Tables in the Hub Store

The following figure shows base objects in relation to other tables in the Hub Store.

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Process Overview for Defining Base Objects

To define a base object:1. Using the Schema Manager, create a base object table according to the instructions

in “Creating Base Objects” on page 107.

The Schema Manager automatically adds system columns, as described in “Base Object Columns” on page 95.

2. Add the user-defined columns that will contain business data according to the instructions in “Configuring Columns in Tables” on page 125.

Note: Column names cannot be longer than 26 characters.

3. While configuring column properties, specify which column(s) will use trust to determine the most reliable value when different source systems provide different values for the same cell. For more information, see “Configuring Trust for Source Systems” on page 455.

4. For this base object, create one staging table per source system according to the instructions in “Configuring Staging Tables” on page 364. For each staging table, select the base object columns that you want to include.

5. Create any landing tables that you need to store data from source systems. For more information, see “Configuring Landing Tables” on page 355.

6. Map the landing tables to the staging tables according to the instructions in “Mapping Columns Between Landing and Staging Tables” on page 380.

If any columns need data cleansing, specify the cleanse function in the mapping according to the instructions in Chapter 12, “Configuring Data Cleansing.”.

Each staging table must get its data from one landing table (with any intervening cleanse functions), but the same landing table can provide data to more than one staging table. Map the primary key column of the landing table to the PKEY_SRC_OBJECT column in the staging table.

7. Populate each landing table with data using an ETL tool or some other process, as described in “Land Process” on page 292.

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Base Object Columns

Base objects have two types of columns:

Base objects have the following system columns.

Column Type Description

system columns Columns that are automatically created and maintained by the Schema Manager.

user-defined columns Columns that have been added by users according to the instructions in “Configuring Columns in Tables” on page 125.

Physical Name Data Type (Size) Description

ROWID_OBJECT CHAR (14) Primary key. Unique value assigned by Siperian Hub whenever a new record is inserted into the base object.

CREATOR VARCHAR (50) User or process responsible for creating the record.

CREATE_DATE DATE Date on which the record was created.

UPDATED_BY VARCHAR (50) User or process responsible for the most recent update on the record.

LAST_UPDATE_DATE DATE Date of the most recent update to any cell on the record.

CONSOLIDATION_IND INT Integer value indicating the consolidation state of this record. Valid values are:• 1=Consolidated• 2=Ready for merge• 3=Undergoing the match process• 4=Ready for match• 9=On HoldFor more information, see “Consolidation Status for Base Object Records” on page 289.

DELETED_IND INT Reserved for future use.

DELETED_BY VARCHAR (50) Reserved for future use.

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DELETED_DATE DATE Reserved for future use.

LAST_ROWID_SYSTEM CHAR (14) The identifier of the system responsible for the most recent update to any cell in the base object record.Foreign key referencing ROWID_SYSTEM column on C_REPOS_SYSTEM table.

DIRTY_IND INT Used to determine whether the tokenize process generates match keys for this record. Valid values are:• 0 = record is up to date• 1 = record is new or has been updated

and needs to be tokenizedAfter the record has been tokenized, this flag is reset to zero (0). For more information, see “Base Object Records Flagged for Tokenization” on page 323.

INTERACTION_ID INT For state-enabled base objects only. Interaction identifier that is used to protect a pending cross-reference record from updates that are not part of the same process as the original cross-reference record. For details, see “Protecting Pending Records Using the Interaction ID” on page 208.

HUB_STATE_IND INT For state-enabled base objects only. Integer value indicating the state of this record. Valid values are:• 0=Pending• 1=Active (Default)• -1=DeletedFor details, see “About the Hub State Indicator” on page 207.

Physical Name Data Type (Size) Description

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Cross-Reference Tables

This section describes cross-reference tables in the Hub Store.

About Cross-Reference Tables

Each base object has one associated cross-reference table (or XREF table), which is used for tracking the lineage (origin) of records in the base object. Siperian Hub automatically creates a cross-reference table when you create a base object. Siperian Hub uses cross-reference tables to translate all source system identifiers into the appropriate ROWID_OBJECT values.

Note: Cross-reference tables are not created or needed for dependent objects, as dependent objects are not matched and consolidated.

Records in Cross-Reference Tables

Each row in the cross-reference table represents a separate record from a source system. If multiple sources provide data for a single column (for example, the phone number comes from both the CRM and ERP systems), then the cross-reference table contains separate records from each source system. Each base object record will have one or more associated cross-reference records.

The cross-reference record contains:• an identifier for the source system that provided the record

• the primary key value of that record in the source system

• the most recent cell value(s) provided by that system

Load Process and Cross-Reference Tables

The load process populates cross-reference tables. During load inserts, new records are added to the cross-reference table. During load updates, changes are written to the affected cross-reference record(s).

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Data Steward Tools and Cross-Reference Tables

Cross-reference records are visible in the Merge Manager and can be modified using the Data Manager. For more information, see the Siperian Hub Data Steward Guide.

Relationships Between Base Objects and Cross-Reference Tables

The following figure shows an example of the relationships between base objects, cross-reference tables, and C_REPOS_SYSTEM.

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Columns in Cross-Reference Tables

Cross-reference tables have the following system columns. Note that cross-reference tables have a unique key representing the combination of the PKEY_SRC_OBJECT and ROWID_SYSTEM columns.

Physical Name Data Type (Size) Description

ROWID_XREF NUMBER (38) Primary key that uniquely identifies this record in the cross-reference table.

PKEY_SRC_OBJECT VARCHAR2 (255)

Primary key value from the source system. Multi-field/multi-column keys from source systems must be concatenated into a single key value using the Siperian Hub internal cleanse process (see “About Data Cleansing in Siperian Hub” on page 406) or external cleanse process (an ETL tool or some other data loading utility).

ROWID_SYSTEM CHAR (14) Foreign key to C_REPOS_SYSTEM, which is the Siperian Hub repository table that stores a Siperian Hub identifier and description of each source system that can populate the ORS. For more information, see “Configuring Source Systems” on page 348.

ROWID_OBJECT CHAR (14) Foreign key to the base object. Unique value assigned by Siperian to the associated record in the base object.

SRC_ LUD DATE Last source update date. Updated only when an update is received from the source system.

CREATOR VARCHAR2 (50) User or process responsible for creating the cross-reference record.

CREATE_DATE DATE Date on which the cross-reference record was created.

UPDATED_BY VARCHAR2 (50) User or process responsible for the most recent update to the cross-reference record.

LAST_UPDATE_DATE DATE Date of the most recent update to any cell in the cross-reference record. Can be updated as applicable during the load and consolidation processes.

DELETED_IND NUMBER (38) Reserved for future use.

DELETED_BY VARCHAR2 (50) Reserved for future use.

DELETED_DATE DATE Reserved for future use.

PUT_UPDATE_MERGE_IND NUMBER (38) Indicates whether a record has been edited using the Data Manager.

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History Tables

This section describes history tables in the Hub Store. If history is enabled for a base object (see “Enable History” on page 102), then Siperian Hub maintains history tables for base objects and cross-reference tables. History tables are used by Siperian Hub to provide detailed change-tracking options, including merge and unmerge history, history of the pre-cleansed data, history of the base object, the cross-reference history, and so on.

INTERACTION_ID NUMBER (38) For state-enabled base objects only. Interaction identifier that is used to protect a pending cross-reference record from updates that are not part of the same process as the original cross-reference record. For more information, see “Protecting Pending Records Using the Interaction ID” on page 208.

HUB_STATE_IND NUMBER (38) For state-enabled base objects only. Integer value indicating the state of this record. Valid values are:• 0=Pending• 1=Active (Default)• -1=DeletedFor more information, see “About the Hub State Indicator” on page 207.

PROMOTE_IND NUMBER (38) For state-enabled base objects only. Integer value indicating the promotion status. Used by the Promote job to determine whether to promote the record to an ACTIVE state. Valid values are:• 0=Do not promote this record• 1=Promote this record to ACTIVEThis value is not changed to 0 during the Promote job if the record is not promoted.For more information, see “Promoting Records Using the Promote Batch Job” on page 218.

Physical Name Data Type (Size) Description

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Base Object History Tables

A history-enabled base object has a single history table (named C_baseObjectName_HIST) that contains historical information about data changes in the base object. Whenever a record is added or updated in the base object, a new record is inserted into the base object history table to capture the event.

Cross-Reference History Tables

A history-enabled base object has a single cross-reference history table (named C_baseObjectName_HXRF) that contains historical information about data changes in the cross-reference table. Whenever a record changes in the cross-reference table, a new record is inserted into the cross-reference history table to capture the event.

Base Object Properties

This section describes the basic and advanced properties for base objects.

Basic Base Object Properties

This section describes the basic base object properties.

Item Type

The type of table that you are adding. Select Base Object.

Display Name

The name of this base object as it will be displayed in the Hub Console. Enter a descriptive name.

Physical Name

The actual name of the table in the database. Siperian Hub will suggest a physical name for the table based on the display name that you enter. Make sure that you do not use

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any reserved name suffixes, as described in “Rules for Database Object Names” on page 88.

Data Tablespace

The name of the data tablespace. Read-only. For more information, see the Siperian Hub Installation Guide for your platform.

Index Tablespace

The name of the index tablespace. Read-only. For more information, see the Siperian Hub Installation Guide for your platform.

Description

A brief description of this base object.

Enable History

Specifies whether history is enabled for this base object. If enabled, Siperian Hub keeps a log of records that are inserted, updated, or deleted for this base object. You can use the information in history tables for audit purposes. For more information, see “History Tables” on page 100.

Advanced Base Object Properties

This section describes the advanced base object properties.

Complete Tokenize Ratio

When the percentage of the records that have changed is higher than this value, a complete re-tokenization is performed. If the number of records to be tokenized does not exceed this threshold, then Siperian Hub deletes the records requiring re-tokenization from the match key table, calculates the tokens for those records, and then reinserts them into the match key table. The default value is 60. For more information, see “Match Keys and the Tokenization Process” on page 322.

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Note: Deleting can be a slow process. However, if your Cleanse Match Server is fast and the network connection between Cleanse Match Server and the database server is also fast, then you may test with a much lower tokenization threshold (such as 10%). This will enable you to determine whether there are any gains in performance.

Allow constraints to be disabled

During the initial load/updates—or if there is no real-time, concurrent access—you can disable the referential integrity constraints on the base object to improve performance. The default value is 1, signifying that constraints are disabled. For more information, see “Load Process” on page 299 and Chapter 13, “Configuring the Load Process.”

Duplicate Match Threshold

This parameter is used only with the Match for Duplicate Data job for initial data loads. The default value is 0. To enable this functionality, this value must be set to 2 or above. For more information, see “Match for Duplicate Data Jobs” on page 740 and the Siperian Hub Data Steward Guide.

Load Batch Size

The load process inserts and updates batches records in the base object. The load batch size specifies the number of records to load per batch cycle (default is 1000000). For more information, see “Loading Records by Batch” on page 305, and Chapter 13, “Configuring the Load Process.”

Max Elapsed Match Minutes

This specifies the execution timeout (in minutes) when executing a match rule. If this time limit is reached, then the match process (whenever a match rule is executed, either manually or via a batch job) will exit. If a match process is executed as part of a batch job, the system should move onto the next match. It will stop if this is a single match process. The default value is 20. Increase this value only if the match rule and data are very complex. Generally, rules are able to complete with 20 minutes (the default). For more information, see “Match Process” on page 317 and Chapter 14, “Configuring the Match Process.”

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Parallel Degree

Oracle only. This specifies the degree of parallelism set on the base object table and its related tables. It does not take effect for all batch processes, but can have a beneficial effect on performance when it is used. However, its use is constrained by the number of CPUs on the database server machine, as well as the amount of memory available. The default value is 1.

Requeue On Parent Merge

If this value is greater than zero, when parents are merged, the related child records are set as unconsolidated. If set, when parents are merged, then related child records are flagged as New again (consolidation indicator is 4, see “Consolidation Status for Base Object Records” on page 289) so that they can be matched. The default value is 0. For more information, see “Consolidation Indicator” on page 289 and “Immutable Rowid Object” on page 594.

Generate Match Tokens on Load

If selected (checked), then the tokenization process executes after the completion of the load process. This is useful for intertable match scenarios in which the parent must be loaded first, followed by the child match/merge. By not tokenizing the parent, the child match/merge will not need to update any of the parent records in the match key table.

Once the child match/merge is complete, you can run the match process on the parent to force it to tokenize. This is also useful in cases where you have a limited window in which to perform the load process. Not tokenizing will save time in the load process, at the cost of tokenizing the data later.

You must tokenize before you match your data. For more information, see “Load Process” on page 299, “Generating Match Tokens (Optional)” on page 316, and “Generating Match Tokens During Load Jobs” on page 730.

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Generate Match Tokens on Put

You can PUT data into a base object using the Data Manager (see the Siperian Hub Data Steward Guide). If you are using the Data Manager to PUT data, you can enable (check) this value to tokenize your data later. Performing this operation later allows you to process PUT requests faster. Use this only when you know that the data will not be matched immediately. For more information, see “Match Keys and the Tokenization Process” on page 322.

Note: Do not use the Generate Match Tokens on Put option if you are using the SIF API. If you have this parameter enabled, your SIF Put and CleansePut requests will fail. Use the Tokenize request instead. Enable Generate Match Tokens on Put only if you are not using the SIF API and you want data steward updates from the Hub Console to be tokenized immediately. For more information, see “Editing Base Object Properties” on page 108.

Enable Row Locking During Batch

If checked (selected), this feature enables locking of the data during updates, which allows for a higher degree of concurrent access. The default value is 0, signifying that row locking is disabled during batch.

Match Flag Audit Table

Specifies whether a match flag audit table is created.• If checked (selected), then an audit table (BusinessObjectName_FMHA) is created

and populated with the userID of the user who, in Merge Manager, queued a manual match record for automerging. For more information about the Merge Manager tool, see the Siperian Hub Data Steward Guide.

• If unchecked (not selected), then the Updated_By column is set to the userID of the person who executed the Automerge batch job.

For more information, see “Match Process” on page 317 and Chapter 14, “Configuring the Match Process.”

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Enable State Management

Specifies whether Siperian Hub manages the system state for records in this base object. By default, state management is disabled. Select (check) this check box to enable state management for this base object in support of approval workflows. If enabled, this base object is referred to in this document as a state-enabled base object. For more information, see Chapter 7, “State Management,” and “Enabling State Management” on page 211.

Enable History of Cross-Reference Promotion

For state-enabled base objects, specifies whether Siperian Hub maintains the promotion history for cross-reference records that undergo a state transition from PENDING (0) to ACTIVE (1). By default, this option is disabled. For more information, see Chapter 7, “State Management,” and “Enabling the History of Cross-Reference Promotion” on page 213.

Base Object Style

Select the style (merge or link) for this base object.• A merge-style base object (the default) is used with Siperian Hub’s match and

merge capabilities.

• A link-style base object is used with Siperian Hub’s match and link capabilities. If selected, Siperian Hub creates a LINK table for this base object.

If you change a link-style base object back to a merge-style base object, the Schema Manager prompts you to confirm whether you want to drop the LINK table.

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Creating Base Objects

To create each base object in your schema:1. Start the Schema Manager according to the instructions in “Starting the Schema

Manager” on page 90.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Right-click in the left pane of the Schema Manager and choose Add Item from the popup menu.

The Schema Manager displays the Add Table dialog box.

4. Specify the basic base object properties. For more information, see “Basic Base Object Properties” on page 101.

5. Click OK.

The Schema Manager creates the new base table in the Operational Record Store (ORS), along with any support tables, and then adds the new base object table to the schema tree.

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Editing Base Object Properties

To edit the properties of an existing base object:1. Start the Schema Manager according to the instructions in “Starting the Schema

Manager” on page 90.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the schema tree, select the base object that you want to modify.

The Schema Manager displays the Basic tab of the Base Object Properties page.

4. For each property that you want to edit on the Basic tab, click the Edit button next to it, and specify the new value. For more information, see “Basic Base Object Properties” on page 101.

5. If you want, check (select) the Enable History check box to have Siperian Hub keep a log of records that are inserted, updated, or deleted. You can use a history table for audit purposes.

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6. To modify other base object properties, click the Advanced tab.

7. Specify the advanced properties for this base object. For more information, see “Advanced Base Object Properties” on page 102.

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8. In the left pane, click Match/Merge Setup beneath the base object’s name.

9. Specify the match / merge object properties. At a minimum, consider configuring the following properties:

• maximum number of matches for manual consolidation (see “Maximum Matches for Manual Consolidation” on page 490)

• number of rows per match job batch cycle (see “Number of Rows per Match Job Batch Cycle” on page 491)

To edit a property, click the button and enter a new value.

10. Click the button to save your changes.

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For more information about setting the properties for matching and merging, see “Configuring Match Properties for a Base Object” on page 488.

Configuring Custom Indexes for Base Objects

This section describes how to configure custom indexes for a base object.

About Custom Indexes

When you configure columns for a base object, system indexes are created automatically for primary keys and unique columns. In addition, Siperian Hub automatically drops and creates system indexes as needed when executing batch jobs or stored procedures.

A custom index is a optional, supplemental index for a base object that you can define and have Siperian Hub maintain automatically. Custom indexes are non-unique.

You might want to add a custom index to a base object for performance reasons. For example, suppose an external application calls the SIF SearchQuery request to search a base object by last name. If the base object has a custom index on the last name column, the last name search is processed more quickly. For custom indexes that are registered in Siperian Hub, custom indexes are automatically dropped and recreated during batch execution to improve performance.

You have the option to manually define indexes outside the Hub Console using a database utility for your database platform. For example, you could create a function-based index—such as Upper(Last_Name) in the index expression—in support of some specialized operation. However, if you add a user-defined index which are not supported by the Schema Manager, then the custom index is not registered with Siperian Hub, and you are responsible for maintaining that index—Siperian Hub will not maintain it for you. If you do not properly maintain the index, you risk affecting batch processing performance.

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Navigating to the Custom Index Setup Node1. Start the Schema Manager according to the instructions in “Starting the Schema

Manager” on page 90.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the schema tree, expand the tree beneath the base object you want to work with.

4. Click the Custom Index Setup node.

The Schema Manager displays the Custom Index Setup page.

Creating a Custom Index

To add a new custom index:1. In the Schema Manager, navigate to the Custom Index Setup node for the base

object that you want to work with, as described in “Navigating to the Custom Index Setup Node” on page 112.

2. Click the Add button.

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The Schema Manager creates a new custom index (NI_C_BaseObjectName_inc, where inc is a incremented number) and displays the list of columns in the base object.

3. Select the column(s) that you want in the custom index.

4. Click the Save button to save your changes.

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If an index already exists for the selected column(s), the Schema Manager displays an error message and does not create the index.

Click OK to close the dialog box.

Editing a Custom Index

To change a custom index, you must delete the existing custom index and add a new custom index with the columns that you want.

Deleting a Custom Index

To delete a custom index:1. In the Schema Manager, navigate to the Custom Index Setup node for the base

object that you want to work with, as described in “Navigating to the Custom Index Setup Node” on page 112.

2. In the Indexes list, select the custom index that you want to delete.

3. Click the Delete button.

The Schema Manager prompts you to confirm deletion.

4. Click Yes.

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Viewing the Impact Analysis of a Base Object

The Schema Manager allows you to view all of the tables, packages, and queries associated with a base object. You would typically do this before deleting a base object to ensure that you do not delete other associated objects by mistake.

To view the impact analysis for a base object:1. Start the Schema Manager according to the instructions in “Starting the Schema

Manager” on page 90.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the schema tree, select the base object that you want to view.

4. Right-click the mouse and choose Impact Analysis.

The Schema Manager displays the Table Impact Analysis dialog box.

5. Click Close.

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Deleting Base Objects

To delete a base object:1. Start the Schema Manager according to the instructions in “Starting the Schema

Manager” on page 90.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the schema tree, select the base object that you want to delete.

4. Right-click the mouse and choose Remove.

The Schema Manager prompts you to confirm deletion.

5. Choose Yes.

The Schema Manager asks you whether you want to view the impact analysis before deleting the base object.

6. Choose No if you want to delete the base object without viewing the impact analysis.

The Schema Manager removes the deleted base object from the schema tree.

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Configuring Dependent ObjectsThis section describes how to configure dependent objects for your Siperian Hub implementation.

About Dependent Objects

A dependent object is used to store supplemental information about the records in a base object (for example, a header-detail relationships). One record in a base object table can map to multiple records in a dependent object table. In the schema hierarchy, dependent objects are wholly subordinate to the parent base object. As such, dependent objects require less functionality than base objects—they do not support such features as match and consolidation, history, or trust. For more information, see “Types of Tables in an Operational Record Store” on page 83.

Important: You must use the Schema Manager to define dependent objects—you cannot configure them directly in the database. For more information, see “Requirements for Defining Schema Objects” on page 87.

A dependent object table contains supplemental information about the records in a base object table. For example, a Customer base object might have a dependent object called Notes that contains free-form notes about each customer. In the schema hierarchy, a dependent object is wholly subordinate to the base object with which it is associated.

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How Dependent Objects Are Related to Base Objects and Cross-reference Tables

The following figure shows how dependent objects are related to base objects and cross-reference tables.

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Process Overview for Defining Dependent Objects

To create dependent object tables:1. Create the base object according to the instructions in “Creating Base Objects” on

page 107.

2. Create the dependent object table according to the instructions in “Creating Dependent Objects” on page 121.

3. Configure user-defined columns for this dependent object according to the instructions in “Configuring Columns in Tables” on page 125.

4. Create staging tables for the base object table and the dependent object table according to the instructions in “Configuring Staging Tables” on page 364.

5. Create landing tables for the source systems, if they do not already exist, according to the instructions in “Configuring Landing Tables” on page 355.

6. Map the landing tables to the staging tables. Map the column that contains the source system primary key for the base object to the ROWID_OBJECT column in the dependent object’s staging table. For more information, see “Mapping Columns Between Landing and Staging Tables” on page 380.

7. Populate the landing tables.

When data is loaded, Siperian Hub copies the appropriate primary key value from the base object table into the dependent object table. The same record in a base object table can correspond to multiple records in a dependent object table.

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Dependent Object Columns

Dependent objects have two types of columns:

Dependent objects have the following system columns.

Column Type Description

system columns Columns that are automatically created and maintained by the Schema Manager.

user-defined columns Columns that have been added by users according to the instructions in “Configuring Columns in Tables” on page 125.

Physical Name Data Type (Size) Description

ROWID_XREF INT Cross-reference key from the parent base object’s cross-reference table.

ROWID_OBJECT CHAR (14) Foreign key that points to the primary key of the base object record associated with this dependent object record.

DEP_ROWID_SYSTEM CHAR (14) Identifier of the source system dependent object.

DEP_PKEY_SRC_OBJECT VARCHAR (255) Primary key of the dependent object in the source system.The combination of this column and ROWID_XREF must be unique.It is recommended that, in the case where the source system does not provide a single unique column for the dependent object, the DEP_PKEY_SRC_OBJECT should have the concatenated values from the columns that actually make up a unique combination.

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Creating Dependent Objects

To create a dependent object:1. Start the Schema Manager according to the instructions in “Starting the Schema

Manager” on page 90.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

INTERACTION_ID INT For state-enabled base objects only. Interaction identifier that is used to protect a pending cross-reference record from updates that are not part of the same process as the original cross-reference record. For details, see “Protecting Pending Records Using the Interaction ID” on page 208.

CREATOR VARCHAR (50) User or process responsible for creating the record.

CREATE_DATE DATE Date on which the record was created.

UPDATED_BY VARCHAR (50) User or process responsible for the most recent update.

LAST_UPDATE_DATE DATE Date of the most recent update.

Physical Name Data Type (Size) Description

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3. Expand the schema tree for the base object on which the new object will depend.

4. Right-click Dependent Objects and choose Add Dependent.

The Schema Manager displays the Add Table dialog box with Dependent Object as the Item type.

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5. Specify the following information:

6. Click OK.

The Schema Manager creates the new dependent object table in the Operational Record Store (ORS) and then adds the new base object table to the schema tree.

Editing Dependent Objects

To edit an existing dependent object:1. Start the Schema Manager according to the instructions in “Starting the Schema

Manager” on page 90.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Expand the schema tree for the base object associated with the dependent object.

4. Expand the Dependent Objects list.

Property Description

Item Type Type of table that you are adding (Dependent Object).

Display Name Name for this dependent object as it will be displayed in the Hub Console.

Physical Name Actual name of the table in the database. Siperian Hub will suggest a physical name for the table based on the display name that you enter.

Data Tablespace Name of the data tablespace. For more information, see the Siperian Hub Installation Guide for your platform.

Index Tablespace Name of the index tablespace. For more information, see the Siperian Hub Installation Guide for your platform.

Description Description of this dependent object.

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5. Select the dependent object that you want to edit.

6. For each property that you want to edit, click the Edit button next to it, and specify the new value.

7. Expand the tree below the dependent object.

Note: Dependent objects do not have all of the nodes that are available to base objects.

• To modify columns, select Columns and follow the instructions in “Configuring Columns in Tables” on page 125.

• To modify the message trigger configuration, select Message Trigger Setup and follow the instructions in “Adding Message Triggers” on page 615.

• To modify staging tables, select Staging Tables and follow the instructions in “Configuring Staging Tables” on page 364.

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Deleting Dependent Objects

To delete a dependent object:1. Start the Schema Manager according to the instructions in “Starting the Schema

Manager” on page 90.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the schema tree, select the base object associated with the dependent table that you want to delete.

4. Expand the Dependent Objects list.

5. Select the dependent object.

6. Right-click the mouse and choose Remove.

The Schema Manager prompts you to confirm deletion.

7. Choose Yes.

The Schema Manager removes the deleted dependent object from the schema tree.

Configuring Columns in TablesAfter you have created a table (base object, dependent object, or landing table), you use the Schema Manager to define the columns for that table according to the “Requirements for Defining Schema Objects” on page 87. You must use the Schema Manager to define columns in tables—you cannot configure them directly in the database.

Note: In the Schema Manager, you can also view the columns for cross-reference tables and history tables, but you cannot edit them.

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About Columns

This section provides general information about table columns.

Types of Columns in ORS Tables

Tables in the Hub Store contain two types of columns:

Warning: The system columns contain Siperian Hub metadata. Do not alter Siperian Hub metadata in any way. Doing so will cause Siperian Hub to behave in unpredictable ways and you can lose data.

For more information about system columns in Hub Store tables, see:• “Base Object Columns” on page 95

• “Columns in Cross-Reference Tables” on page 99

• “History Tables” on page 100

• “Dependent Object Columns” on page 120

• “Landing Table Columns” on page 356

• “Staging Table Columns” on page 365

Data Types for Columns

Siperian Hub uses a common set of data types for columns that map directly to the following Oracle and DB2 data types.

Column Description

system columns A column that Siperian Hub automatically creates and maintains. System columns contain metadata.

user-defined columns Any column in a table that is not a system column. User-defined columns are added in the Schema Manager and usually contain business data.

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Note: For information regarding the available data types, refer to the product documentation for your database platform.

Column Properties

Siperian Hub columns have the following properties.

Siperian Hub Data Type Oracle Data Type DB2 Data Type

CHAR CHAR CHAR

VARCHAR VARCHAR2 VARCHAR

NVARCHAR2 NVARCHAR2

NCHAR NCHAR

DATE DATE DATE

NUMBER NUMBER NUMERIC

INT INTEGER INT or INTEGER

Column Properties

Property Description

Display Name Name for this column as it will be displayed in the Hub Console.

Physical Name Actual name of the column in the table. Siperian Hub will suggest a physical name for the column based on the display name that you enter. Note: For physical names of columns, do not use:• any reserved column names, as described in “Reserved Column

Names” on page 89• the dollar sign ($) character

Nullable Enable (check) this option if the column can be empty (null).• If null values are allowed, you do not need to specify a default value.• If null values are not allowed, then you must specify a default value.

Data Type For character data types, you can specify the length. For certain numeric data types, you can specify the precision and scale. For more information, see “Data Types for Columns” on page 126.

Has Default Enable (check) this option if this column has a default value.

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Default Used if no value is provided for the column but the column cannot be null.

Trust Enable (check) this option if this column will contain values from more than one source system, and you want to use trust to determine the most reliable value. If you do not enable trust for the column, then the most recent value will always be used. For more information, see “Enabling Trust for a Column” on page 461 and “Configuring Trust for Source Systems” on page 455.

Unique Enable (check) this option to enforce unique column constraints on from a staging table. Most organizations use the primary key from the source system for the lookup value. A record with a duplicate value in this column will be rejected.Warning: Avoid enabling the Unique option on base objects that might be consolidated. If you have a base object with a unique column and then load the same key from different systems, the insert into this base object fails. To use this feature, you must have unique keys across all systems.

Validate Enable (check) this option if validation rule(s) will be configured for this column. Validation rules are applied during the load process to downgrade trust scores for cell values in this column. For more information, see “Enabling Validation Rules for a Column” on page 470.

Null Value Merge Determines the survivorship of null values during the consolidation process.• By default, this option is disabled. Trust scores for cells containing

null values are automatically downgraded so that, during consolidation, null values are unlikely to win over non-null values. Instead, non-null values from the next available trusted source would survive.

• If enabled (checked), trust scores for cells containing null values are calculated normally, and null values might overwrite non-null values during consolidation. If you want to reduce trust on cells containing null data, you must write validation rules to do so.

GBID Enable (check) this option if you want to define this column as the Global Business Identifier (GBID) for this object. Examples include a social security number, a driver’s license number, and so on. Doing so eliminates the need to custom-define identifiers. You can configure any number of GBID columns for API access and batch loads. For more information, see “Global Identifier (GBID) Columns” on page 129.Note: To be configured as a GBID column, the column must be an INT data type or it must have exactly 255 characters in length for one of the following data types: CHAR, NCHAR, VARCHAR, and NVARCHAR2.

Column Properties (Cont.)

Property Description

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Global Identifier (GBID) Columns

A Global Business Identifier (GBID) column contains common identifiers (key values) that allow you to uniquely and globally identify a record based on your business needs. Examples include:• Identifiers defined by applications external to Siperian Hub, such as ERP (SAP or

Siebel customer numbers) or CRM systems.

• Identifiers defined by external organizations, such as industry-specific codes (AMA numbers, DEA numbers. and so on), or government-issued identifiers (social security number, tax ID number, driver’s license number, and so on).

Note: To be configured as a GBID column, the column must be an integer, CHAR, VARCHAR, NCHAR, or NVARCHAR column type. A non-integer column must be exactly 255 characters in length.

In the Schema Manager, you can define multiple GBID columns in a base object. For example, an employee table might have columns for social security number and driver’s license number, or a vendor table might have a tax ID number.

A Master Identifier (MID) is a common identifier that is generated by a system of reference or system of record that is used by others (for example, CIF, legacy hubs, CDI/MDM Hub, counterparty hub, and so on). In Siperian Hub, the MID is the ROWID_OBJECT, which uniquely identifies individual records from various source systems.

GBIDs do not replace the ROWID_OBJECT. GBIDs provide additional ways to help you integrate your Siperian Hub implementation with external systems, allowing you to query and access data through unique identifiers of your own choosing (using SIF requests, as described in the Siperian Services Integration Framework Guide). In addition, by configuring GBID columns using already-defined identifiers, you can avoid the need to custom-define identifiers.

GBIDs help with the traceability of your data. Traceability is keeping track of the data so that you can determine its lineage—which systems, and which records from those systems, contributed to consolidated records. When you define GBID columns in a base object, the Schema Manager creates a separate table for this base object (the table

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name ends with _HUID) that tracks the old and new values (current/obsolete value pairs).

For example, suppose two of your customers (both of which had different tax ID numbers) merged into a single company, and one tax ID number survived while the other one became obsolete. If you defined the taxID number column as a GBID, Siperian Hub could help you track both the current and historical tax ID numbers so that you could access data (via SIF APIs) using the historical value.

Note: Siperian Hub does not perform any data verification or error detection on GBID columns. If the source system has duplicate GBID values, then those duplicate values will be passed into Siperian Hub.

Columns in Staging Tables

The columns for staging tables cannot be defined using the column editor. Staging table columns are a special case, as they are based on some or all columns in the staging table’s target object. You use the Add/Edit Staging Table window to select the columns on the target table that can be populated by the staging table. Siperian Hub then creates each staging table column with the same data types as the corresponding column in the target table. See “Configuring Staging Tables” on page 364 for more information on choosing the columns for staging tables.

Maximum Number of Columns for Base Objects

A base object cannot have more than 200 user-defined columns if it will have match rules that are configured for automatic consolidation. For more information, see “Flagging Matched Records for Automatic or Manual Consolidation” on page 333 and “Specifying Consolidation Options for Matched Records” on page 543.

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Navigating to the Column Editor

To configure columns for base objects, dependent objects, and landing tables:1. Start the Schema Manager according to the instructions in “Starting the Schema

Manager” on page 90.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Expand the schema tree for the object to which you want to add columns.

4. Select Columns.

The Schema Manager displays column definitions in the Properties pane.

Note: In the above example, the schema shows ANSI SQL data types that Oracle converts to its own data types. For more information, see “Data Types for Columns” on page 126.

The Column Editor displays a “locked” icon next to system columns.

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Command Buttons in the Column Editor

The Properties pane in the Column Editor contains the following command buttons:

Showing or Hiding System Columns

You can toggle the Show System Columns check box to show or hide system columns. For more information, see “Types of Columns in ORS Tables” on page 126.

Button Name Description

Add Add new columns. For more information, see “Adding Columns” on page 134.

Delete Remove existing columns. For more information, see “Deleting Columns” on page 139.

Move Up Move the selected column up in the display order. For more information, see “Changing the Column Display Order” on page 139.

Move Down Move the selected column down in the display order. For more information, see “Changing the Column Display Order” on page 139.

Import Add new columns by importing column definitions from another table. For more information, see “Importing Column Definitions From Another Table” on page 135.

Expand View Expand the table columns view. For more information, see “Expanding the Table Columns View” on page 133.

Restore View Restore the table columns view. For more information, see “Expanding the Table Columns View” on page 133.

Save Saves changes to the column definitions.

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Expanding the Table Columns View

You can expand the properties pane to display all the column properties in a single pane. By default, the Schema Manager displays column definitions in a contracted view.

To show the expanded table columns view:• Click the button.

The Schema Manager displays the expanded table columns view.

To show the default table columns view:• Click the button

The Schema Manager displays the default table columns view.

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Adding Columns

To add a column:1. Navigate to the column editor for the table that you want to configure. For more

information, see “Navigating to the Column Editor” on page 131.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click the button.

The Schema Manager displays an empty row.

4. For each column, specify its properties. For more information, see “Column Properties” on page 127.

5. Click the button to save the columns you have added.

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Importing Column Definitions From Another Table

To import some of the column definitions from another table:1. Navigate to the column editor for the table that you want to configure. For more

information, see “Navigating to the Column Editor” on page 131.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click the Import Schema button.

The Import Schema dialog is displayed.

4. Specify the connection properties for the schema that you want to import.

If you need more information about the connection information to specify here, contact your database administrator.

The settings for the User name / Password fields depend on whether proxy users are configured for your Siperian Hub implementation.

• If proxy users are not configured (the default), then the user name will be the same as the schema name.

• If proxy users are configured, then you must specify the custom user name / password so that Siperian Hub can use those credentials to access the schema.

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For more information about proxy user support, see the Siperian Hub Installation Guide for your platform.

5. Click Next.

Note: The database you enter does not need to be the same as the Siperian ORS that you’re currently working in, nor does it need to be a Siperian ORS.

The only restriction is that you cannot import from a relational database that is a different type from the one in which you are currently working. For example, if your database is an Oracle database, then you can import columns only from another Oracle database.

The Schema Manager displays a list of the tables that are available for import.

6. Select that table that you want to import.

7. Click Next.

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The Schema Manager displays a list of columns for the selected table.

8. Select the column(s) you want to import.

9. Click Finish.

10. Click the Save button to save the column(s) that you have added.

Editing Column Properties

Once columns have been added and saved, you can change certain column properties. Before you make any changes, however, bear in mind that once a table has been defined and saved, you cannot:• reduce the length of a CHAR, VARCHAR, NCHAR, or NVARCHAR2 field

• change the scale or precision of a NUMBER field

Important: As with any schema changes that are attempted after the tables have been populated with data, manage changes to columns in a planned and controlled fashion, and ensure that the appropriate database backups are done before making changes.

To change column properties:

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1. Navigate to the column editor for the table that you want to configure. For more information, see “Navigating to the Column Editor” on page 131

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. For each column, you can change the following properties. Be sure to read about the implications of changing a property before you make the change. For more information about each property, see “Column Properties” on page 127.

Property Notes for Editing Values in This Column

Display Name Name for this column as it will be displayed in the Hub Console.

Length You can only increase the length of a CHAR, VARCHAR, NCHAR, or NVARCHAR2 field.

Default Used if no value is provided for the column but the column cannot be null.

Trust Note: You need to synchronize metadata if you enable trust. If you enable trust for a column on a table that already contains data, you will be warned that your trust settings have changed and that you need to run the trust Synchronization batch job in the Batch Viewer tool before doing any further loads to the table (see “Running Synchronize Batch Jobs After Changes to Trust Settings” on page 467). Siperian Hub will automatically make sure that the Synchronization job is available in the Batch Viewer tool. For more information, see Chapter 17, “Using Batch Jobs”.Warning: You must execute the synchronization process before you run any more Load jobs. Otherwise, the trusted values used to populate the column will be incorrect.Warning: Beware and be very careful about disabling (unchecking) trust for columns that already contain data. Disabling trust results in the removal of columns from some of the underlying metadata tables and the resultant loss of data.If you inadvertently disable trust and save that change, you should correct your error by enabling trust again and immediately running the Synchronization job to recreate the metadata.

Unique Enabling the Unique indicator will fail if the column already contains duplicate values. As noted before, it is recommended that you avoid using the Unique option, particularly on base objects that might be merged.

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4. Click the button to save your changes.

Changing the Column Display Order

You can move columns up or down in the display order. Changing the display order does not affect the physical table in the database.

To change the column display order:1. Navigate to the column editor for the table that you want to configure. For more

information, see “Navigating to the Column Editor” on page 131

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Select the column that you want to move.

4. Do one of the following:

• Click the button to move the selected column up in the display order.

• Click the button to move the selected column down in the display order.

5. Click the button to save your changes.

Deleting Columns

Removing columns should be approached with extreme caution. Any data that has already been loaded into a column will be lost when the column is removed. It can also be a slow process due to the number of underlying tables that could be affected. You must save the changes immediately after removing the existing columns.

To delete a column from base objects, dependent objects, and landing tables:1. Navigate to the column editor for the table that you want to configure. For more

information, see “Navigating to the Column Editor” on page 131

Validate Warning: Beware when disabling validation, which results in the loss of metadata for the associated column. This should be approached with caution and should only be done with certainty.

Property Notes for Editing Values in This Column

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2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Scroll the column definitions in the Properties pane and select a column that you want to delete.

4. Click the button.

The Schema Manager prompts you to confirm deletion.

5. Click Yes.

The Schema Manager removes the deleted column definition from the list.

6. Click the button to save your changes.

Configuring Foreign-Key Relationships Between Base Objects

This section describes how to configure foreign key relationships between base objects in your Siperian Hub implementation. For a general overview of foreign key relationships, see “Process Overview for Defining Foreign-Key Relationships” on page 143. For more information about parent-child relationships, see “Configuring Match Paths for Related Records” on page 497.

About Foreign Key Relationships

In Siperian Hub, a foreign key relationship establishes an association between two base objects via matching columns. In a foreign-key relationship, one base object (the child) contains a foreign key column, which contains values that match values in the primary key column of another base object (the parent).

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Types of Foreign Key Relationships in ORS Tables

There are two types of foreign-key relationships in Hub Store tables.

Foreign Key Relationships and Dependent Objects

Foreign-key relationships are implicit between a dependent object and its parent base object. This relationship is defined according to the instructions in “Configuring Dependent Objects” on page 117.

Type Description

system foreign key relationships

Automatically defined and enforced by Siperian Hub to protect the referential integrity of your schema.

user-defined foreign key relations

Custom foreign key relationships that are manually defined according to the instructions later in this section.

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Parent and Child Base Objects

The following diagram shows a foreign key relationship between parent and child base objects. The foreign key column in the child base object points to the ROWID_OBJECT column in the parent base object.

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Process Overview for Defining Foreign-Key Relationships

To create a foreign-key relationship:1. Create the parent table. For more information, see “Creating Base Objects” on

page 107.

2. Create the child table. For more information, see “Deleting Base Objects” on page 116.

3. Define the foreign key relationship between them according to the instructions in “Adding Foreign-Key Relationships” on page 143.

If the child table contains generated keys from the parent table, the load process copies the appropriate primary key value from the parent table into the child table.

Adding Foreign-Key Relationships

To add a foreign-key relationship between two base objects:1. Start the Schema Manager according to the instructions in “Starting the Schema

Manager” on page 90.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the schema tree, expand a base object (the base object that will be the child in the relationship).

4. Right-click Relationships.

The Schema Manager displays the Properties tab of the Relationships page.

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5. Click the button.

The Schema Manager displays the Add Relationship dialog.

6. Define the new relationship by selecting:

• a column in the Relate from tree, and

• a column in the Relate to tree

7. If you want, check (select) the Virtual relationship check box to create a foreign key relationship that is not enforced by the database. Metadata is defined in the ORS that an implicit relationship exists.

Note: You cannot select a display column for foreign key relationships that Siperian Hub automatically creates.

8. Click OK.

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9. Click the Diagram tab to view the foreign-key relationship diagram.

10. Click the button to save your changes.

Note: After you have created a relationship, if you go back and try to create another relationship, the column is not displayed because it is in use. When you delete the relationship, the column will be displayed.

Editing Foreign-Key Relationships

You can change only the Lookup Display Name in a foreign key relationship. To change any other properties, you need to delete the relationship, add it again, and specify the properties you want.

To edit the lookup display name for a foreign-key relationship between two base objects:1. Start the Schema Manager according to the instructions in “Starting the Schema

Manager” on page 90.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the schema tree, expand a base object and right-click Relationships.

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The Schema Manager displays the Properties tab of the Relationships page.

4. On the Properties tab, click the foreign-key relationship whose properties you want to view.

The Schema Manager displays the relationship details.

5. Click the Edit button next to the Lookup Display Name and specify the new value.

6. Click the button to save your changes.

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Configuring Lookups for Foreign-Key Relationships

After you have created a foreign key relationship, you can configure a lookup for the column. A lookup causes Siperian Hub to retrieve a data value from a parent table during the stage process. For example, if an Address staging table includes a CONSUMER_CODE_FK column, you could have Siperian Hub perform a lookup to the ROWID_OBJECT column in the Consumer base object and retrieve the ROWID_OBJECT value of the associated parent record in the Consumer table. For more information, see “Configuring Lookups For Foreign Key Columns” on page 376.

Deleting Foreign-Key Relationships

You can delete any user-defined foreign-key relationship that has been added according to the instructions in “Adding Foreign-Key Relationships” on page 143. You cannot delete the system foreign key relationships that Siperian Hub automatically defines and enforces to protect the referential integrity of your schema.

To delete a foreign-key relationship between two base objects:1. Start the Schema Manager according to the instructions in “Starting the Schema

Manager” on page 90.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the schema tree, expand a base object and right-click Relationships.

4. On the Properties tab, click the foreign-key relationship that you want to delete.

5. Click the button.

The Schema Manager prompts you to confirm deletion.

6. Click Yes.

The Schema Manager deletes the foreign key relationship.

7. Click the button to save your changes.

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Viewing Your Schema

Viewing Your SchemaYou can use the Schema Viewer tool in the Hub Console to visualize the schema in an ORS. The Schema Viewer is particularly helpful for visualizing a complex schema.

Starting the Schema Viewer

Note: The Schema Viewer can also be launched from within the Metadata Manager, as described in the Siperian Hub Metadata Manager Guide. Once started, however, the instructions for using the Schema Viewer are the same, regardless of where it was launched from.

To start the Schema Viewer tool:• In the Hub Console, expand the Model workbench, and then click Schema

Viewer.

The Hub Console starts the Schema Viewer and loads the data model, showing a progress dialog.

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The Hub Console displays the Schema Viewer tool, as shown in the following example.

Panes in the Schema Viewer

The Schema Viewer is divided into two panes.

Pane Description

Diagram pane Shows a detailed diagram of your schema.

Overview pane Shows an abstract overview of your schema. The gray box highlights the portion of the overall schema diagram that is currently displayed in the diagram pane. Drag the gray box to move the display area over a particular portion of your schema.

Diagram Pane Overview Pane

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Command Buttons in the Schema Viewer

The Diagram Pane in the Schema Viewer contains the following command buttons:

Zooming In and Out of the Schema Diagram

You can zoom in and out of the schema diagram.

Zooming In

To zoom into a portion of the schema diagram:• Click the button.

Button Name Description

Zoom In Zooms in and magnifies a smaller area of the schema diagram, as described in “Zooming In” on page 150.

Zoom Out Zooms out and displays a larger area of the schema diagram, as described in “Zooming Out” on page 151.

Zoom All Zooms out to displays the entire schema diagram, as described in “Zooming All” on page 152.

Layout Toggles between a hierarchic and orthogonal view, as described in “Switching Views of the Schema Diagram” on page 152.

Options Shows or hides column names and controls the orientation of the hierarchic view, as described in “Configuring Schema Viewer Options” on page 156.

Save Saves the schema diagram as a JPG file, as described in “Saving the Schema Diagram as a JPG Image” on page 157.

Print Prints the schema diagram, as described in “Printing the Schema Diagram” on page 158.

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The Schema Viewer magnifies a portion of the screen.

Note that the gray highlight box in the Overview Pane has grown smaller to indicate the portion of the schema that is displayed in the diagram pane.

Zooming Out

To zoom out of the schema diagram:• Click the button.

The Schema Viewer zooms out of the schema diagram.

Note that the gray box in the Overview Pane has grown larger to indicate a larger viewing area.

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Zooming All

To zoom all of the schema diagram, which means that the entire schema diagram is displayed in the Diagram Pane:• Click the button.

The Schema Viewer zooms out to display the entire schema diagram.

Switching Views of the Schema Diagram

The Schema Viewer displays the schema diagram in two different views.

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Hierarchic View

The following figure shows an example of the hierarchic view (the default).

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Orthogonal View

The following figure shows the same schema in the orthogonal view.

Toggling Views

To switch between the hierarchic and orthogonal views:• Click the Layout button.

The Schema Viewer displays the other view.

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Navigating to Related Design Objects and Batch Jobs

Right-clicking on an object in the Schema Viewer displays a context menu.

The context menu displays the following commands.

Command Description

Go to BaseObject Launches the Schema Manager and displays this base object with an expanded base object node.

Go to Staging Table

Launches the Schema Manager and displays the selected staging table under the associated base object.

Go to Mapping Launches the Mappings tool and displays the properties for the selected mapping.

Go to Job Launches the Batch Viewer and displays the properties for the selected batch job.

Go to Batch Groups

Launches the Batch Group tool.

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Configuring Schema Viewer Options

To configure Schema Viewer options:1. Click the button.

The Schema Viewer displays the Options dialog.

2. Specify the options you want.

Pane Description

Show column names Controls whether column names appear in the entity boxes.• Check (select) this option to display column names in the

entity boxes.• Uncheck (clear) this option to hide column names and display

only entity names in the entity boxes.

Orientation Controls the orientation of the schema hierarchy. One of the following values:• Top to Bottom (default)—Hierarchy goes from top to

bottom, with the highest-level node at the top.• Bottom to Top—Hierarchy goes from bottom to top, with

the highest-level node at the bottom.• Left to Right—Hierarchy goes from left to right, with the

highest-level node at the left.• Right to Left—Hierarchy goes from right to left, with the

highest-level node at the right.

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In the following example, column names are hidden.

3. Click OK.

Saving the Schema Diagram as a JPG Image

To save the schema diagram as a JPG image:1. Click the button.

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The Schema Viewer displays the Save dialog.

2. Navigate to the location on the file system where you want to save the JPG file.

3. Specify a descriptive name for the JPG file.

4. Click Save.

The Schema Viewer saves the file.

Printing the Schema Diagram

To print the schema diagram:1. Click the button.

The Schema Viewer displays the Print dialog.

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2. Select the print options that you want.

3. Click Print.

The Schema Viewer sends the schema diagram to the printer.

Pane Description

Print Area Scope of what to print:• Print All—Print the entire schema diagram.• Print viewable—Print only the portion of the schema

diagram that is currently visible in the Diagram Pane.

Page Settings Page output options, such as media, orientation, and margins.

Printer Settings Printer options based on available printers in your environment.

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6

Configuring Queries and Packages

This chapter describes how to configure Siperian Hub to provide queries and packages that data stewards and applications can use to access data in the Hub Store.

Chapter Contents• Before You Begin

• About Queries and Packages

• Configuring Queries

• Configuring Packages

Before You BeginBefore you begin to define queries and packages, you must have:• installed Siperian Hub and created the Hub Store according to the instructions in

Siperian Hub Installation Guide for your platform

• built the schema according to the instructions Chapter 5, “Building the Schema”

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About Queries and Packages

About Queries and PackagesIn Siperian Hub, a query is a request to retrieve data from the Hub Store. A package is a public view of one or more underlying tables in Siperian Hub. A package is based on a query, which can select records from a table or from another package. Queries and packages go together. Queries define the criteria for selecting data, and packages are views that users use to operate on that data. A query can be used in multiple packages. For more information, see:• “Configuring Queries” on page 162

• “Configuring Packages” on page 196

Configuring QueriesThis section describes how to create and modify queries using the Queries tool in the Hub Console. The Queries tool allows you to create simple, advanced, and custom queries.

About Queries

In Siperian Hub, a query is a request to retrieve data from the Hub Store. Just like any SQL-based query statement, Siperian Hub queries allow you to specify, via the Hub Console, the criteria used to retrieve that data—tables and columns to include, conditions for filtering records, and sorting and grouping the results. Queries that you save in the Queries tool can be used in packages, and data stewards can use them in the Data Manager and Merge Manager tools.

Query Capabilities

You can define a query to:• return selected columns

• filter the result set with a WHERE clause

• use complex query syntax, such as GROUP BY, ORDER BY, and HAVING clauses

• use aggregate functions, such as SUM, COUNT, and AVG

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Types of Queries

You can create the following types of queries:

How Schema Changes Affect Queries

Queries are dependent on the base object columns from which they retrieve data. If changes are made to the column configuration in the base object associated with a query, then the queries—including custom queries—are updated automatically. For example, if a column is renamed, then the name is updated in any dependent queries. If a column is deleted in the base object, then the consequences depend on the type of query:• For a custom query, the query becomes invalid and must be manually fixed in the

Queries tool or the Packages tool. Otherwise, if executed, an invalid query will return an error.

• For all other queries, the column is removed from the query, as well as from any packages that depend on the query.

Type Description

query Created by selecting tables and columns, and configuring query conditions, sort by, and group by options, according to the instructions in “Configuring Queries” on page 166.

custom query Created by specifying a SQL statement according to the instructions in “Configuring Custom Queries” on page 190.

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Starting the Queries Tool

To start the Queries tool:• Expand the Model workbench and then click Queries.

The Hub Console displays the Queries tool, as shown in the following example.

The Queries tool is divided into two panes:

Configuring Query Groups

This section describes how to configure query groups.

About Query Groups

A query group is a logical group of queries. A query group is simply a mechanism for organizing queries in the Queries tool.

Pane Description

navigation pane Displays a hierarchical list of configured queries and query groups.

properties pane Displays the properties of the selected query or query group.

Navigation Pane Properties Pane

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Adding Query Groups

To add a query group:1. In the Hub Console, start the Queries tool according to the instructions in

“Starting the Queries Tool” on page 164.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Right-click in the navigation pane and choose New Query Group.

The Queries tool displays the Add Query Group window.

4. Enter a descriptive name for this query group.

5. Enter a description for this query group.

6. Click OK.

The Queries tool adds the new query group to the tree.

Editing Query Group Properties

To edit query group properties:1. In the Hub Console, start the Queries tool according to the instructions in

“Starting the Queries Tool” on page 164.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

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3. In the navigation pane, select the query group that you want to configure.

4. For each property that you want to edit, click the Edit button next to it, and specify the new value.

5. Click the Save button to save your changes.

Deleting Query Groups

You can delete an empty query group but not a query group that contains queries.

To delete a query group:1. In the Hub Console, start the Queries tool according to the instructions in

“Starting the Queries Tool” on page 164.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the navigation pane, right-click the empty query group that you want to delete, and choose Delete Query Group.

The Queries tool prompts you to confirm deletion.

4. Click Yes.

Configuring Queries

This section describes how to configure queries.

Adding Queries

To add a query:1. In the Hub Console, start the Queries tool according to the instructions in

“Starting the Queries Tool” on page 164.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Select the query group to which you want to add the query.

4. Right-click in the Queries pane and choose New Query.

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The Queries tool displays the New Query Wizard.

5. If you see a Welcome screen, click Next.

6. Specify the following query properties:

7. Do one of the following:

• If you want the query to retrieve all columns and all records from the primary table, click Finish to complete the process of creating the query.

• If you want to specify selection criteria, click Next and continue.

Property Description

Query name Descriptive name for this query.

Description Option description of this query.

Query Group Select the query group to which this query belongs.

Select primary table

Primary table from which this query retrieves data.

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The Queries tool displays the Select query columns window.

8. Select the query columns from which you want the query to retrieve data.

Note: PUT-enabled packages require the Rowid Object column in the query.

9. Click Finish.

The Queries tool adds the new query to the tree.

10. Refine the query criteria by proceeding to the instructions in “Editing Query Properties” on page 168.

Editing Query Properties

Once you have created a query, you can modify its properties to refine the criteria it uses to retrieve data from the ORS.

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To modify the query properties:1. In the Hub Console, start the Queries tool according to the instructions in

“Starting the Queries Tool” on page 164.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the navigation tree, select the query that you want to modify.

The current query properties are displayed in the properties pane.

The properties pane displays the following set of tabs:

Tab Description

Tables Tables associated with this query. Corresponds to the SQL FROM clause. For more information, see “Configuring the Table(s) in a Query” on page 170.

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Configuring Queries

4. Make the changes you want.

5. Click the Save button.

The Queries tool validates your query settings and prompts you if it finds errors.

Configuring the Table(s) in a Query

The Tables tab displays the table(s) from which the query will retrieve information. The information in this tab corresponds to the SQL FROM clause.

Adding a Table to a Query

To add a table to a query:1. In the Hub Console, start the Queries tool according to the instructions in

“Starting the Queries Tool” on page 164.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click the Tables tab.

4. Click the button.

Select Columns associated with this query. Corresponds to the SQL SELECT clause. For more information, see “Configuring the Column(s) in a Query” on page 174.

Conditions Conditions associated with this query. Determines selection criteria for individual records. Corresponds to the SQL WHERE clause. For more information, see “Configuring Conditions for Selecting Records of Data” on page 178.

Sort Sort order for the results of this query. Corresponds to the SQL ORDER BY clause. For more information, see “Specifying the Sort Order for Query Results” on page 183.

Grouping Grouping for the results of this query. Corresponds to the SQL GROUP BY clause. “Specifying the Grouping for Query Results” on page 186.

SQL Displays the SQL associated with the selected query settings. “Viewing the SQL for a Query” on page 190.

Tab Description

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The Queries tool prompts you to select the table you want to add.

5. Select a table and then click OK.

If one or more other tables exist on the Tables tab, the Queries tool might prompt you to select a foreign key relationship between the table you just added and another table, as shown in the following example.

6. If prompted, select a foreign key relationship (if you want), and then click OK.

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Configuring Queries

The Queries tool displays the added table in the Tables tab.

For multiple tables, the Queries tool displays all added tables in the Tables tab.

Foreign Key Relationship Join Type

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If you specified a foreign key between tables, the corresponding key columns are linked. Also, if tables are linked by foreign key relationships, then the Queries tool allows you to select the type of join for this query.

7. Click the Save button.

Deleting a Table from a Query

A query must have multiple tables in order for you to remove a table. You cannot remove the last table in a query.

To remove a table from a query:1. In the Hub Console, start the Queries tool according to the instructions in

“Starting the Queries Tool” on page 164.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click the Tables tab.

4. Select the table that you want to delete.

5. Click the button.

The Queries tool removes the selected table from the query.

6. Click the Save button.

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Configuring the Column(s) in a Query

The Select tab displays the list of column(s) in one or more source tables from which the query will retrieve information, as shown in the following example. The information in this tab corresponds to the SQL SELECT clause.

Adding Table Column(s) to a Query

To add a table column to a query:1. In the Hub Console, start the Queries tool according to the instructions in

“Starting the Queries Tool” on page 164.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click the Select tab.

4. Click the button.

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The Queries tool prompts you to select from a list of one or more tables.

5. Expand the list for the table containing the column that you want to add.

The Queries tool displays the list of columns for the selected table.

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6. Select the column(s) you want to include in the query.

7. Click OK.

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Configuring Queries

The Queries tool adds the selected column(s) to the list of columns on the Select tab.

8. Click the Save button.

Removing Table Column(s) from a Query

To remove a table column from the query:1. In the Hub Console, start the Queries tool according to the instructions in

“Starting the Queries Tool” on page 164.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click the Select tab.

4. Select one or more column(s) that you want to remove.

5. Click the button.

The Queries tool removes the selected column(s) from the query.

6. Click the Save button.

Changing the Column Order

To change the order in which the columns will appear in the result set (if the list contains multiple columns):1. In the Hub Console, start the Queries tool according to the instructions in

“Starting the Queries Tool” on page 164.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click the Select tab.

4. Select one column that you want to move.

5. Do one of the following:

• To move the selected column up the list, click the button.

• To move the selected column up the list, click the button.

The Queries tool moves the selected column up or down.

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6. Click the Save button.

Adding Functions

You can add aggregate functions to your queries (such as COUNT, MIN, or MAX). At run time, these aggregate functions appear in the usual syntax for the SQL statement used to execute the query—such as:select col1, count(col2) as c1 from table_name group by col1

To add a function to a table column:1. In the Hub Console, start the Queries tool according to the instructions in

“Starting the Queries Tool” on page 164.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click the Select tab.

4. Click the button.

The Queries tool prompts you to select the function you want to add.

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5. If you want, select a different column.

6. Select the function that you want to use on the selected column.

7. Click OK.

8. Click the Save button.

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Adding Constants

To add a constant to a table column:1. In the Hub Console, start the Queries tool according to the instructions in

“Starting the Queries Tool” on page 164.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click the Select tab.

4. Click the button.

The Queries tool prompts you to specify the constant that you want to add.

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5. Select the data type from the list.

6. Enter a value that is compatible with the selected data type.

7. Click OK.

8. Click the Save button.

Configuring Conditions for Selecting Records of Data

The Conditions tab displays a list of condition(s) that the query will use to select records from the table. A comparison is a query condition that involves one column, one

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operator, and either another column or a constant value. The information in this tab corresponds to the SQL WHERE clause.

Operators

For an operator, you can select one of the following values.

Operator Description

= Equals.

<> Does not equal.

IS NULL

IS NOT NULL

LIKE Value in the comparison column must be like the search value (includes column values that match the search value). For example, if the search value is %JO% for the last_name column, then the parameter will match column values like “Johnson”, “Vallejo”, “Major”, and so on.

NOT LIKE Value in the comparison column must not be like the search value (excludes column values that match the search value). For example, if the search value is %JO% for the last_name column, then the parameter will omit column values like “Johnson”, “Vallejo”, “Major”, and so on.

< Less than.

<= Less than or equal to.

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Adding a Comparison

To add a comparison to this query:1. In the Hub Console, start the Queries tool according to the instructions in

“Starting the Queries Tool” on page 164.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click the Conditions tab.

4. Click the button.

The Queries tool prompts you to add a comparison.

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5. If you want, select a different column.

6. Select the operator that you want to use on the selected column.

7. Select the type of comparison (Constant or Column).

• If you select Column, then select a column from the Edit Column drop-down list.

> Greater than.

>= Greater than or equal to.

Operator Description

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• If you selected Constant, then click the button, specify the constant that you want to add, and then click OK.

8. Click OK.

The Queries tool adds the comparison to the list on the Conditions tab.

9. Click the Save button.

Editing a Comparison

To edit a comparison in this query:1. In the Hub Console, start the Queries tool according to the instructions in

“Starting the Queries Tool” on page 164.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click the Conditions tab.

4. Select the comparison that you want to edit.

5. Click the Edit button.

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The Queries tool prompts you to edit the comparison.

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6. Change the settings you want according to the instructions in “Adding a Comparison” on page 180.

7. Click OK.

The Queries tool updates the comparison in the list on the Conditions tab.

8. Click the Save button.

Removing a Comparison

To remove a comparison from this query:1. In the Hub Console, start the Queries tool according to the instructions in

“Starting the Queries Tool” on page 164.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click the Conditions tab.

4. Select the comparison that you want to remove.

5. Click the button.

The Queries tool removes the selected comparison from the query.

6. Click the Save button.

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Specifying the Sort Order for Query Results

The Sort By tab displays a list of column(s) containing the values that the query will use to sort the query results at run time. The information in this tab corresponds to the SQL ORDER BY clause.

Selecting the Sort Columns

To select the sort columns in this query:1. In the Hub Console, start the Queries tool according to the instructions in

“Starting the Queries Tool” on page 164.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click the Sort tab.

4. Click the button.

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The Queries tool prompts you to select sort columns.

5. Expand the list for the table containing the column(s) that you want to select for sorting.

The Queries tool displays the list of columns for the selected table.

6. Select the column(s) you want to use for sorting.

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7. Click OK.

The Queries tool adds the selected column(s) to the list of columns on the Sort By tab.

8. Do one of the following:

• Enable (check) the Ascending check box to sort records in ascending order for the specified column.

• Disable (uncheck) the Ascending check box to sort records in descending order for the specified column.

9. Click the Save button.

Removing Table Column(s) from a Sort Order

To remove a table column from the sort by list:1. In the Hub Console, start the Queries tool according to the instructions in

“Starting the Queries Tool” on page 164.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click the Sort tab.

4. Select one or more column(s) that you want to remove.

5. Click the button.

The Queries tool removes the selected column(s) from the sort by list.

6. Click the Save button.

Changing the Column Order

To change the order in which the columns will appear in the result set (if the list contains multiple columns):1. In the Hub Console, start the Queries tool according to the instructions in

“Starting the Queries Tool” on page 164.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

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3. Click the Sort tab.

4. Select one column that you want to move.

5. Do one of the following:

• To move the selected column up the list, click the button.

• To move the selected column up the list, click the button.

The Queries tool moves the selected column up or down a record.

6. Click the Save button.

Specifying the Grouping for Query Results

The Grouping tab displays a list of column(s) containing the values that the query will use for grouping the query results at run time. The information in this tab corresponds to the SQL GROUP BY clause.

Selecting the Grouping Columns

To select the grouping columns in this query:1. In the Hub Console, start the Queries tool according to the instructions in

“Starting the Queries Tool” on page 164.

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2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click the Grouping tab.

4. Click the button.

The Queries tool prompts you to select grouping columns.

5. Expand the list for the table containing the column(s) that you want to select for grouping.

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The Queries tool displays the list of columns for the selected table.

6. Select the column(s) you want to use for grouping.

7. Click OK.

The Queries tool adds the selected column(s) to the list of columns on the Grouping tab.

8. Click the Save button.

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Removing Table Column(s) from a Grouping Order

To remove a table column from the grouping list:1. In the Hub Console, start the Queries tool according to the instructions in

“Starting the Queries Tool” on page 164.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click the Grouping tab.

4. Select one or more column(s) that you want to remove.

5. Click the button.

The Queries tool removes the selected column(s) from the grouping list.

6. .Click the Save button.

Changing the Column Order

To change the order in which the columns will be grouped in the result set (if the list contains multiple columns):1. In the Hub Console, start the Queries tool according to the instructions in

“Starting the Queries Tool” on page 164.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click the Grouping tab.

4. Select one column that you want to move.

5. Do one of the following:

• To move the selected column up the list, click the button.

• To move the selected column up the list, click the button.

The Queries tool moves the selected column up or down a record.

6. Click the Save button.

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Viewing the SQL for a Query

The SQL tab displays the SQL statement that corresponds to the query options you have specified for the selected query, as shown in the following example.

Configuring Custom Queries

This section describes how to configure custom queries in the Queries tool.

About Custom Queries

A custom query is simply a query for which you supply the SQL statement directly, rather than building it according to the instructions in “Configuring Queries” on page 166. Custom queries can be used in packages and in the data steward tools.

Adding Custom Queries

To add a custom query:1. In the Hub Console, start the Queries tool according to the instructions in

“Starting the Queries Tool” on page 164.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

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3. Select the query group to which you want to add the query.

4. Right-click in the Queries pane and choose New Custom Query.

The Queries tool displays the New Custom Query Wizard.

5. If you see a Welcome screen, click Next.

6. Specify the following custom query properties:

7. Click Finish.

Property Description

Query name Descriptive name for this query.

Description Option description of this query.

Query Group Select the query group to which this query belongs.

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The Queries tool displays the newly-added custom query.

8. Click the Edit button next to the SQL field.

9. Enter the SQL query according to the syntax rules for your database platform.

10. Click the Save button.

If an error occurs when the query is submitted to the database, then the Queries tool displays the database error message, as shown in the following example.

Fix any errors and save your changes.

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Editing a Custom Query

Once you have created a custom query, you can modify its properties to refine the criteria it uses to retrieve data from the ORS.

To modify the custom query properties:1. In the Hub Console, start the Queries tool according to the instructions in

“Starting the Queries Tool” on page 164.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the navigation tree, select the custom query that you want to modify.

4. Edit the property settings that you want to change, clicking the Edit button next to the field if applicable.

5. Click the Save button.

The Queries tool validates your query settings and prompts you if it finds errors.

Deleting a Custom Query

You delete a custom query in the same way in which you delete a regular query. For more information, see “Removing Queries” on page 195.

Viewing the Results of Your Query

To view the results of your query:1. In the Hub Console, start the Queries tool according to the instructions in

“Starting the Queries Tool” on page 164.

2. In the navigation tree, expand the query for which you want to view the results.

3. Click View.

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The Queries tool displays the results of your query, as shown in the following example.

Viewing the Query Impact Analysis

The Queries tool allows you to view the packages based on a given query, along with any tables and columns used by the query.

To view the impact analysis of a query:1. In the Hub Console, start the Queries tool according to the instructions in

“Starting the Queries Tool” on page 164.

2. Expand the query group associated with the query you want to select.

3. Right click the query and choose Impact Analysis from the pop-up menu.

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4. The Queries tool displays the Impact Analysis dialog.

5. Expand the list next to a table to display the columns associated with the query, if you want.

6. Click Close.

Removing Queries

If a query has multiple packages based on it, remove those packages first before attempting to remove the query.

To remove a query:1. In the Hub Console, start the Queries tool according to the instructions in

“Starting the Queries Tool” on page 164.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Expand the query group associated with the query you want to remove.

4. Select the query you want to remove.

5. Right click the query and choose Delete Query from the pop-up menu.

The Queries tool prompts you to confirm deletion.

6. Click Yes.

The Queries tool removes the query from the list.

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Configuring Packages

Configuring PackagesThis section describes how to create and modify PUT and display packages. You use the Packages tool in the Hub Console to define packages.

About Packages

A package is a public view of one or more underlying tables in Siperian Hub. Packages represent subsets of the columns in those tables, along with any other tables that are joined to the tables. A package is based on a query. The underlying query can select a subset of records from the table or from another package. For more information, see “Configuring Queries” on page 162.

What Packages Are Used For

Packages are used for:• defining user views of the underlying data

• updating data via the Hub Console or applications that invoke Services Integration Framework (SIF) requests. Some—but not all of the—SIF requests use packages. For more information, see the Siperian Services Integration Framework Guide.

How Packages Are Used

Packages are used in the following ways:• The Siperian Hub security model uses packages to control access to data for

third-party applications that access Siperian Hub functionality and resources using the Services Integration Framework (SIF). To learn more, see “About Setting Up Security” on page 832 and the Siperian Services Integration Framework Guide.

• The Merge Manager and Data Manager tools use packages to determine the ways in which data stewards can view data. For more information, see the Siperian Hub Data Steward Guide.

• Hierarchy Manager uses packages. For more information, see the Chapter 8, “Configuring Hierarchies,” and “Using the Hierarchy Manager” in Siperian Hub Data Steward Guide.

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Packages and SECURE Resources

Packages are configured as either SECURE or PRIVATE resources. For more information, see “Securing Siperian Hub Resources” on page 841.

When to Create a Package

You must create a package if you want your Siperian Hub implementation to:• Merge and update records in the Hub Store using the Merge Manager and Data

Manager tools. For more information, see the Siperian Hub Data Steward Guide.

• Allow an external application user to access Siperian Hub functionality using Services Integration Framework (SIF) requests. For more information, see the Siperian Services Integration Framework Guide.

In most cases, you create one set of packages for the Merge Manager and Data Manager tools, and a different set of packages for external application users.

PUT-Enabled and Display Packages

There are two types of packages:• PUT-enabled packages can be used to update data.

• Display packages cannot be used to update data.

You must use PUT-enabled packages when you:• execute the SIF put request, which inserts or updates records

• use the Merge Manager and Data Manager tools

PUT-enabled packages:• cannot include joins to other tables

• cannot be based on system tables or other packages

• cannot be based on queries that have constant columns, aggregate functions, or group by settings

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Configuring Packages

Note: In the Merge Manager Setup screen, a PUT-enabled package is referred to as a merge package. The Merge Manager also allows you to choose a display package.

Starting the Packages Tool

To start the Packages tool:1. Select the Packages tool in the Model workbench.

The Packages tool is displayed.

2. Select a package in the list.

The Packages tool displays properties for the selected package.

Navigation Pane Properties Pane

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The Packages tool is divided into two panes:

Adding Packages

To add a new package:1. In the Hub Console, start the Packages tool according to the instructions in

“Starting the Packages Tool” on page 198.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Right-click in the Packages pane and choose New Package.

The Packages tool displays the New Package Wizard.

Note: If the welcome screen is displayed, click Next.

Pane Description

navigation pane Displays a hierarchical list of configured packages.

properties pane Displays the properties of the selected package.

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Configuring Packages

4. Specify the following information.

5. Click Next.

Field Description

Display Name Name of this package as it will be displayed in the Hub Console.

Physical Name Actual name of the package in the database. Siperian Hub will suggest a physical name for the package based on the display name that you enter.

Description Description of this package.

Enable PUT To create a PUT package, check (select) to insert or update records into base object tables.Note: Every package that you use for merging data or updating data must be PUT-enabled.If you do not enable PUT, you create a display (read-only) package.

Secure Resource Check (enable) to make this package a secure resource, which allows you to control access to this package. Once a package is designated as a secure resource, you can assign privileges to it in the Roles tool. For more information, see “Securing Siperian Hub Resources” on page 841, and “Assigning Resource Privileges to Roles” on page 859.

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The New Package Wizard displays the Select Query dialog.

6. If you want, click New Query Group to add a new query group, as described in “Configuring Query Groups” on page 164.

7. If you want, click New Query to add a new query, as described in “Configuring Queries” on page 166.

8. Select a query.

Note: For PUT-enabled packages:

• only queries with ROWID_OBJECT can be used

• custom queries cannot be used

9. Click Finish.

The Packages tool adds the news package to the list.

Modifying Package Properties

To edit the package properties:1. In the Hub Console, start the Packages tool according to the instructions in

“Starting the Packages Tool” on page 198.

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Configuring Packages

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Select the package to configure.

4. In the properties panel, change any of the package properties that have an edit button to the right.

5. If you want, expand the package in the packages list.

6. To change the query, select Query beneath the package and modify the query as described in “Editing Query Properties” on page 168.

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7. To display the package view, select View beneath the package.

Refreshing Packages After Changing Queries

If a query has been changed, then any packages based on that query must be refreshed.

To refresh a package:1. In the Hub Console, start the Packages tool according to the instructions in

“Starting the Packages Tool” on page 198.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Select the package that you want to refresh.

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Configuring Packages

4. From the Packages menu, choose Refresh.

Note: If after a refresh the query remains out of synch with the package, then simply check (select) or uncheck (clear) any columns for this query. For more information, see “Configuring the Column(s) in a Query” on page 174.

Specifying Join Queries

You can choose to allows data stewards to view base object information, along with information from the other tables, in the Data Manager or Merge Manager.

To expose this information:1. Create a PUT-enabled base object package.

2. Create a query to join the PUT-enabled base object package with the other tables.

3. Create a display package based on the query you just created.

Removing Packages

To remove a package:1. In the Hub Console, start the Packages tool according to the instructions in

“Starting the Packages Tool” on page 198.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Select the package to remove.

4. Right click the package and choose Delete Package.

The Packages tool prompts you to confirm deletion.

5. Click Yes.

The Packages tool removes the package from the list.

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State Management

This chapter describes how to configure state management in your Siperian Hub implementation.

Chapter Contents• Before You Begin

• About State Management in Siperian Hub

• State Transition Rules for State Management

• Configuring State Management for Base Objects

• Modifying the State of Records

• Rules for Loading Data

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Before You Begin

Before You BeginBefore you begin to use state management, you must have:• installed Siperian Hub and created the Hub Store according to the instructions in

Siperian Hub Installation Guide for your platform

• built a schema; for more information, see “About the Schema” on page 82.

About State Management in Siperian HubSiperian Hub supports workflow tools by storing pre-defined system states for base object and XREF records. By enabling state management on your data, Siperian Hub offers the following additional flexibility:• Allows integration with workflow integration processes and tools

• Supports a “change approval” process

• Tracks intermediate stages of the process (pending records)

About System States

System state describes how base object records are supported by Siperian Hub. The following table describes the supported system states:

State Description

ACTIVE Default state. Record has been reviewed and approved. Active records participate in Hub processes by default.This is a state associated with a base object or cross reference record. A base object record is active if at least one of its cross reference records is active. A cross reference record contributes to the consolidated base object only if it is active.These are the records that are available to participate in any operation. If records are required to go through an approval process, then these records have been through that process and have been approved.Note that Siperian Hub allows matches to and from PENDING and ACTIVE records.

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About the Hub State Indicator

All base objects and cross-reference tables have a system column, HUB_STATE_IND, that indicates the system state for records in those tables. This column contains the following values associated with system states:

PENDING Pending records are records that have not yet been approved for general usage in the Hub. These records can have most operations performed on them, but operations have to specifically request pending records. If records are required to go through an approval process, then these records have not yet been approved and are in the midst of an approval process.If there are only pending XREF records, then the Best Version of the Truth (BVT) on the base object is determined through trust on the PENDING records.Note that Siperian Hub allows matches to and from PENDING and ACTIVE records.

DELETED Deleted records are records that are no longer desired to be part of the Hub’s data. These records are not used in processes (unless specifically requested). Records can only be deleted explicitly and once deleted can be restored if desired. When a record that is pending is deleted, it is physically deleted, does not enter the DELETED state, and cannot be restored.In order for a record to be deleted, it must be in either the ACTIVE state for soft delete or the PENDING state for hard delete.Note that Siperian Hub does not include records in the DELETED state for trust and validation rules.

System State Value

ACTIVE (Default) 1

PENDING 0

DELETED -1

State Description

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Protecting Pending Records Using the Interaction ID

You can not use the tools in the Hub Console to change the state of a base object or XREF record from PENDING to ACTIVE state if the interaction_ID is set. The Interaction ID column is used to protect a pending XREF record from updates that are not part of the same process as the original XREF record. Use one of the state management SIF API requests, instead. For more information, see Siperian Services Integration Framework Guide.

Note: The Interaction ID can be specified through any API; however, it cannot be specified when performing batch processing. For example, records that are protected by an Interaction ID cannot be updated by the Load batch process.

The protection provided by interaction IDs is outlined in the following table. Note that in the following table the Version A and Version B examples are used to represent the situations where the incoming and existing interaction ID do and do not match:

State Transition Rules for State Management

This section describes transition rules for state management.

About State Transition Rules

State transition rules determine whether and when a record can change from one state to another. State transition for base object and XREF records can be enabled using the following methods:• Using the Data Manager or Merge Manager tools in the Hub Console; for more

information, see Siperian Hub Data Steward Guide.

Incoming Interaction ID Existing Interaction ID

Version A Version B Null

Version A OK Error OK

Version B Error OK OK

Null Error Error OK

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• Promote batch job; for more information, see “Promote Jobs” on page 741.

• SiperianClient API; for more information, see Siperian Services Integration Framework Guide.

State transition rules differ for base object and cross-reference records.

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Transition Rules for Base Object Records

Transition Rules for Cross-reference (XREF) Records

State Description

ACTIVE • Can transition to DELETED state.• Can transition to PENDING state only if the base object record

becomes DELETED and a pending XREF record is added.

PENDING • Can transition to ACTIVE state. This transition is called promotion. To learn more, see “Modifying the State of Records” on page 216.

• Cannot transition to DELETED state. Instead, a PENDING record is physically removed from the Hub.

DELETED • Can transition to ACTIVE state only if XREF records are restored.

• Cannot transition to PENDING state.• Note: In order for a record to be deleted, it must be in either the

ACTIVE state for soft delete or the PENDING state for hard delete.

State Description

ACTIVE • Can transition to DELETED state.• Cannot transition to PENDING state.

PENDING • Can transition to ACTIVE state. This transition is called promotion. To learn more, see “Modifying the State of Records” on page 216.

• Cannot transition to DELETED state. Instead, a PENDING record is physically removed from the Hub.

DELETED • Can transition to ACTIVE state. This transition is called restore.• Cannot transition to PENDING state.• Note: In order for a record to be deleted, it must be in either the

ACTIVE state for soft delete or the PENDING state for hard delete.

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Hub States and Base Object Record Value Survivorship

When there are active and pending (or deleted) cross-references together in the same base object record, whether after a merge, put, or load, the values on the base object record reflect only the values from the active cross-reference records. As such:• ACTIVE values always prevail over PENDING and DELETED values.

• PENDING values always prevail over DELETED values.

Configuring State Management for Base ObjectsYou can configure state management for base objects using the Schema tool. How you configure the base object depends on your focus. Once you enable state management for a base object, you can also configure the following options for the base object:• Enable the history of cross-reference promotion; for more information, see

“Enabling the History of Cross-Reference Promotion” on page 213

• Include pending records in the match process; for more information, see “Enabling Match on Pending Records” on page 214

• Enable message queue triggers for a state-enabled base object record; for more information, see “Enabling Message Queue Triggers for State Changes” on page 215

Enabling State Management

State management is configured per base object and is disabled by default—it must be explicitly enabled.

To enable state management for a base object:1. Open the Model workbench and click Schema.

2. In the Schema tool, select the desired base object.

3. Click the Enable State Management checkbox on the Advanced tab of the Base Object properties.

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Enable State Management Check box

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Enabling the History of Cross-Reference Promotion

When the History of Cross-Reference Promotion option is enabled, the Hub creates and stores history information in the _HXPR table for a base object each time an XREF belonging to a record in this base object undergoes a state transition from PENDING (0) to ACTIVE (1).

To enable the history of cross-reference promotion for a base object:1. Open the Model workbench and click on the Schema tool.

2. In the Schema tool, select the desired base object.

3. Click the Enable State Management checkbox on the Advanced tab of the Base Object properties.

4. Click the History of Cross-Reference Promotion checkbox on the Advanced tab of Base Object properties.

History of Cross-Reference Promotion Check box

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Configuring State Management for Base Objects

Enabling Match on Pending Records

By default, the match process includes only active records and ignores pending records. For state management-enabled objects, to include pending records in the match process, match pending records must be explicitly enabled.

To enable match on pending records for a base object:1. Open the Model workbench and click on the Schema tool.

2. In the Schema tool, select the desired base object.

3. Click the Enable State Management checkbox on the Advanced tab of the Base Object properties.

4. Select Match/Merge Setup for the base object.

5. Click the Enable Match on Pending Records checkbox on the Properties tab of Match/Merge Setup Details panel.

Enable Match on Pending Records Check box

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Enabling Message Queue Triggers for State Changes

Siperian Hub uses message triggers to identify which actions are communicated to outside applications using messages in message queues. When an action occurs for which a rule is defined, a message is placed in the message queue. A message trigger specifies the queue in which messages are placed.

Siperian Hub enables you to trigger message events for base object record when a pending update occurs. The following message triggers are available for state changes to base object or XREF records:

To enable the message queue triggers on a pending update for a base object:1. Open the Model workbench and click on Schema.

2. In the Schema tool, click the Trigger on Pending Updates checkbox for message queues in the Message Queues tool.

To learn more about message queues and message triggers, including how to enable message queue triggers for state changes to base object and XREF records, see “Configuring Message Triggers” on page 612.

Event Trigger Action

Add new pending data A new pending record is created.

Update existing pending data A pending base object record is updated.

Pending update; only XREF changed A pending XREF record is updated. This event includes the promotion of a record.

Delete base object data A base object record is soft deleted.

Delete XREF data An XREF record is soft deleted.

Delete pending base object data A base object record is hard deleted.

Delete pending XREF data An XREF record is hard deleted.

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Modifying the State of Records

Modifying the State of RecordsPromotion of a record is the process of changing the system state of individual records in Siperian Hub from PENDING state to the ACTIVE state. You can set a record for promotion immediately using the Data Steward tools, or you can flag records to be promoted at a later time using the Promote batch process.

Promoting Records in the Data Steward Tools

You can immediately promote PENDING base object or XREF records to ACTIVE state using the tools in the Data Steward workbench (that is, the Data Manager or Merge Manager). You can also flag these records for promotion at a later time using either tool. To learn more about using the Hub Console to perform these tasks, see the Siperian Hub Data Steward Guide.

Flagging Base Object or XREF Records for Promotion at a Later Time

To flag base object or XREF records for promotion at a later time using the Data Manager:1. Open the Data Steward workbench and click on the Data Manager tool.

2. In the Data Manager tool, click on the desired base object or XREF record.

3. Click on the Flag for Promote button on the associated panel.

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Note: If HUB_STATE_IND is set to read-only for a package, the Set Record State button is disabled (greyed-out) in the Data Manager and Merge Manager Hub Console tools for the associated records. However, the Flag for Promote button remains active because it doesn’t directly alter the HUB_STATE_IND column for the record(s).

4. Run a batch job to promote records that are flagged for promotion. For more information, see “Promoting Records Using the Promote Batch Job”.

Promoting Matched Records Using the Merge Manager

To promote matched records at a later time using the Merge Manager:1. Open the Data Steward workbench and click on the Merge Manager tool.

2. In the Merge Manager tool, click on the desired matched record.

3. Click on the Flag for Promote button on the Matched Records panel.

Flag for Promote Buttons

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You can now promote these PENDING XREF records using the Promote batch job.

Promoting Records Using the Promote Batch Job

You can run a batch job to promote records that are flagged for promotion using the Batch Viewer or Batch Group tool.

Setting Up a Promote Batch Job Using the Batch Viewer

To set up a batch job using the Batch Viewer to promote records flagged for promotion:1. Flag the desired PENDING records for promotion.

For more information, see “Modifying the State of Records” on page 216.

2. Open the Utilities workbench and click on the Batch Viewer tool.

3. Click on the Promote batch job under the Base Object node displayed in the Batch Viewer.

4. Select Promote flagged records abc.

Where abc represents the associated records that you have previously flagged for promotion.

5. Click Execute Batch button to promote the records flagged for promotion.

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Setting Up a Promote Batch Job Using the Batch Group Tool

To add a Promote Batch job using the Batch Group Tool to promote records flagged for promotion:1. Flag the desired PENDING records for promotion.

For more information, see “Modifying the State of Records” on page 216.

2. Open the Utilities workbench and click on the Batch Group tool.

3. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

4. Right-click the Batch Groups node in the Batch Group tree and choose Add Batch Group from the pop-up menu (or select Add Batch Group from the Batch Group menu). For more information, see “Adding Batch Groups” on page 691.

5. In the batch groups tree, right click on any level, and choose the desired option to add a new level to the batch group.

The Batch Group tool displays the Choose Jobs to Add to Batch Group dialog. For more information, see “Adding Levels to a Batch Group” on page 694.

6. Expand the base object(s) for the job(s) that you want to add.

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7. Select the Promote flagged records in [XREF table] job.

8. Click OK.

The Batch Group tool adds the selected job(s) to the batch group.

9. Click the button to save your changes.

You can now execute the batch group job. For more information, see “Executing a Batch Group” on page 704.

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Rules for Loading Data

Rules for Loading DataThe load batch process loads records in any state. The state is specified as an input column on the staging table. The input state can be specified in the mapping as a landing table column or it can be derived. If an input state is not specified in the mapping, then the state is assumed to be ACTIVE (for Load inserts). When a record is updated through a Load batch job and the incoming state is null, the existing state of the record to update will remain unchanged.

The following table describes how input states affect the states of existing XREF records.

Existing XREF State: ACTIVE PENDING DELETED

No XREF (Load by rowid)

No Base Object Record

Incoming XREF State:

ACTIVE Update Update + Promote

Update + Restore

Insert Insert

PENDING Pending Update

Pending Update

Pending Update + Restore

Pending Update

Pending Insert

DELETED Soft Delete Hard Delete Hard Delete Error Error

Undefined Treat as ACTIVE

Treat as PENDING

Treat as DELETED

Treat as ACTIVE

Treat as ACTIVE

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8

Configuring Hierarchies

This chapter explains how to configure Siperian Hierarchy Manager (HM) using the Siperian Hierarchies tool in the Hub Console. The chapter describes how to set up your data and how to configure the components needed by Hierarchy Manager for your Siperian Hub implementation, including entity types, hierarchies, relationships types, packages, and profiles. For instructions on using the Hierarchy Manager, see the Siperian Hub Data Steward Guide. This chapter is recommended for Siperian Hub administrators and implementers.

Chapter Contents• About Configuring Hierarchies

• Starting the Hierarchies Tool

• Configuring Hierarchies

• Configuring Relationship Base Objects and Relationship Types

• Configuring Packages for Use by HM

• Configuring Profiles

• Sandboxes

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About Configuring Hierarchies

About Configuring HierarchiesSiperian Hub administrators use the Hierarchies tool to set up the structures required to view and manipulate data relationships in Hierarchy Manager. Use the Hierarchies tool to define Hierarchy Manager components—such as entity types, hierarchies, relationships types, packages, and profiles—for your Siperian Hub implementation.

When you have finished defining Hierarchy Manager components, you can use the package or query manager tools to update the query criteria.

To understand the concepts in this chapter, you must be familiar with the concepts in the following chapters in this guide (Siperian Hub Administrator Guide):• Chapter 5, “Building the Schema”

• Chapter 6, “Configuring Queries and Packages”

• Chapter 15, “Configuring the Consolidate Process”

• Chapter 20, “Setting Up Security”

Before You Begin

Before you begin to configure your Hierarchy Manager (HM) system, you must have completed the following tasks:• Start with a blank ORS or a valid ORS and register the database in CMX_SYSTEM, as

described in “Registering an ORS” on page 62.

• Verify that you have a license for Hierarchy Manager. For details, consult your Siperian Hub administrator.

• Perform data analysis, as described in Preparing Your Data for Hierarchy Manager.

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Overview of Configuration Steps

To configure Hierarchy Manager, complete the following steps:1. Start the Hub Console, as described in “Starting the Hub Console” on page 19.

2. Launch the Hierarchies tool, as described in “Starting the Hierarchies Tool” on page 234.

If you have not already created the Repository Base Object (RBO) tables, Hub Console walks you through the process, as described in “Creating the HM Repository Base Objects” on page 235.

3. Create entity objects and types, as described in “Configuring Entity Objects and Entity Types” on page 240.

4. Create hierarchies, as described in “Configuring Hierarchies” on page 253.

5. Create relationship objects and types, as described in “Configuring Relationship Base Objects and Relationship Types” on page 255.

6. Create packages, as described in “Configuring Packages for Use by HM” on page 269.

7. Configure profiles, as described in “Deleting Relationship Types from a Profile” on page 284.

8. Validate the profile, as described in “Validating Profiles” on page 280.

Note: The same options you see on the right-click menu in the Hierarchy Manager are also available on the Hierarchies menu.

Preparing Your Data for Hierarchy Manager

To make the best use of HM, you should analyze your information and make sure you have done the following:• Verified that your data sources are valid and trustworthy.

For more information on security issues, see Chapter 20, “Setting Up Security”.

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• Created valid schema to work with Siperian Hub and the HM.

For more information on schemas and how to create them, see Chapter 5, “Building the Schema”.

• Created all relationships between your entities, including:

• Hierarchical relationships:

• All child entities must have a valid parent entity related to them.

Your data cannot have any ‘orphan’ child entities when it enters HM.

• All hierarchies must be validated (see Chapter 9, “Siperian Hub Processes”).

• Foreign key relationships.

For a general overview of foreign key relationships, see “Process Overview for Defining Foreign-Key Relationships” on page 143. For more information about parent-child relationships, see “Configuring Match Paths for Related Records” on page 497.

• One-hop and multi-hop relationships (direct and indirect relationships between entities). For more information on these kinds of relationships, see the Siperian Hub Data Steward Guide.

• Derived HM types.

• Consolidated duplicate entities from multiple source systems.

For example, a group of entities (Source A) might be the same as another group of entities (Source B), but the two groups of entities might have different group names. Once the entities are identified as being identical, the two groups can be consolidated.

For more information on consolidation, see Chapter 9, “Siperian Hub Processes”.

• Grouped your entities into logical categories, such as physician’s names into the “Physician” category.

For more information on how to group your data, see Chapter 4, “Configuring Operational Record Stores and Datasources”.

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• Made sure that your data complies with the rules for:

• Referential integrity.

• Invalid data.

• Data volatility.

For more information on these database concepts, see a database reference text.

Use Case Example of How to Prepare Data for HM

This section contains an example of how to manipulate your data before it enters Siperian Hub and before it is viewed in Hierarchy Manager. Typically, a company’s data would be much larger than the example given here.

Scenario

John has been tasked with manipulating his company’s data so that it can be viewed and used within Hierarchy Manager in the most efficient way. To simplify the example, we are describing a subset of the data that involves product types and products of the company, which sells computer components.

The company sells three types of products: mice, trackballs, and keyboards. Each of these product types includes several vendors and different levels of products, such as the Gaming keyboard and the TrackMan trackball.

Methodology

This section describes the method of data simplification.

Step 1 - Organizing Data into the Hierarchy

In this step you organize the data into the Hierarchy that will then be translated into the HM configuration.

John begins by analyzing the product and product group hierarchy. He organizes the products by their product group and product groups by their parent product group.

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The sheer volume of data and the relationships contained within the data are difficult to visualize, so John lists the categories and sees if there are relationships between them.

The following table (which contains data from the Marketing department) shows an example of how John might organize his data.

Note: Most data sets will have many more items.

The table shows the data that will be stored in the Products BO. This is the BO to convert (or create) in HM. The table shows Entities, such as Mice or Laser Mouse. The relationships are shown by the grouping, that is, there is a relationship between Mice and Laser Mouse. The heading values are the Entity Types: Mice is a Product Group and Laser Mouse is a Product. This Type is stored in a field on the Product table.

Organizing the data in this manner allows John to clearly see how many entities and entity types are part of the data, and what relationships those entities have.

The major category is ProdGroup, which can include both a product group (such as mice and pointers), the category Product, and the products themselves (such as the Trackman Wheel). The relationships between these items can be encapsulated in a relationship object, which John calls Product Rel. In the information for the Product Rel, John has explained the relationships: Product Group is the parent of both Product and Product Group.

Step 2 - Creating Relationship Base Object Tables

Having analyzed the data, John comes to the following conclusions:• Product (the BO) should be converted to an Entity Object.

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• Product Group and Product are the Entity Types.

• Product Rel is the Relationship Object to be created.

• The following relationship types (not all shown in the table) need to be created:

• Product is the parent of Product (not shown)

• Product Group is the parent of Product (such as with the Mice to Laser Mouse example).

• Product Group is the parent of Product Group, such as with Mice + Pointers being the parent of Mice).

John begins by accessing the Hierarchy Tool. When he accesses the tool, the system creates the Relationship Base Object Tables (RBO tables). RBO tables are essentially system base objects that are required base objects containing specific columns. They store the HM configuration data, such as the data that you see in the table in Step 1.

The Siperian Hub Administrator Guide explains how to create base objects in detail. This section describes the choices you would make when you create the example base objects in the Schema tool.

You must create and configure a base object for each entity object and relationship object that you identified in the previous step. In the example, you would create a base object for Product and convert it to an HM Entity Object. The Product Rel BO should be created in HM directly (an easier process) instead of converting. Each new base object is displayed in the Schema panel under the category Base Objects. Repeat this process to create all your base objects.

In the next section, you configure the base objects so that they are optimized for HM use.

Step 3 - Configuring Base Objects

You created the two base objects (Product and Product Rel) in the previous section. This section describes how to configure them.

Configuring a base object involves filling in the criteria for the object’s properties, such as the number and type of columns, the content of the staging tables, the name of the

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cross-reference tables (if any), and so on. You might also enable the history function, set up validation rules and message triggers, create a custom index, and configure the external match table (if any).

Whether or not you choose these options and how you configure them depends on your data model and base object choices.

In the example, John configures his base objects as the following sections explain.

Note: Not all components of the base-object creation are addressed here, only the ones that have specific significance for data that will be used in the HM. For more information on the components not discussed here, see the Schema chapter in this Guide.

Columns

This table shows the Product BO after conversion to an HM entity object. In this list, only the Product Type field is an HM field.

Every base object has system columns and user-defined columns. System columns are created automatically, and include the required column: Rowid Object. This is the Primary key for each base object table and contains a unique, Hub-generated value. This value cannot be null because it is the HM lookup for the class code. HM makes a foreign key constraint in the database so a ROWID_OBJECT value is required and cannot be null.

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For the user-defined columns, John choose logical names that would effectively include information about the products, such as Product Number, Product Type, and Product Description. These same column and column values must appear in the staging tables.

Staging Tables

John makes sure that all the user-defined columns from the staging tables are added as columns in the base object, as the graphic above shows. The Lookup column shows the HM-added lookup value.

Notice that several columns in the Staging Table (Status Cd, Product Type, and Product Type Cd) have references to lookup tables. You can set these references up when you create the Staging Table. You would use lookups if you do not want to hardcode a value in your staging table, but would rather have the server look up a value in the parent table.

Most of the lookups are unrelated to HM and are part of the data model. The Rbo Bo Class lookup is the exception because it was added by HM. HM adds the lookup on the product Type column.

Note: When you are converting entities to entity base objects (entities that are configured to be used in HM), you must have lookup tables to check the values for the Status Cd, Product Type, and Product Type Cd.

Warning: HM Entity objects do not require start and end dates. Any start and end dates would be user defined. However, Rel Objects do use these. Do not create new Rel Objects with different names for start and end dates. These are already provided.

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About Configuring Hierarchies

Step 4 - Creating Entity Types

You create entity types in the Hierarchy Tool. John creates two entity types: ProdGroup and Product Type. The following graphic shows the completed Product Entity Type information.

Each entity type has a code that derives from the data analysis and the design. In this example, John chose to use Product as one type, and Product Group as another.

This code must be referenced in the corresponding RBO base object table. In this example, the code Product is referenced in the C_RBO_BO_CLASS table. The value of the BO_CLASS_CODE is ‘Product’.

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The following graphic shows the relationship between the HM entity objects and HM relationship objects to the RBO tables:

When John has completed all the steps in this section, he will be ready to create other HM components, such as packages, and to view his data in the HM. For example, the following graphic shows the relationships that John has set up in the Hierarchies Tool,

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displayed in the Hierarchy Manager. This example shows the hierarchy involving Mice devices fully. For more information on how to use HM, see the Data Steward Guide.

Starting the Hierarchies ToolTo start the Hierarchies tool:• In the Hub Console, do one of the following:

• Expand the Model workbench, and then click Hierarchies.

OR

• In the Hub Console toolbar, click the Hierarchies tool quick launch button.

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The Hub Console displays the Hierarchies tool, as shown in the following example:

If you are setting up the Hierarchies tool, see “Creating the HM Repository Base Objects” on page 235. If you already have RBO tables set up, see “Configuring Entity Icons” on page 238.

Creating the HM Repository Base Objects

To use the Hierarchies tool with an ORS, the system must first create the Repository Base Objects (RBO tables) for the ORS. RBO tables are essentially system base objects. They are required base objects that must contain specific columns.

Queries and MRM packages (and their associated queries) will also be created for these RBO tables.

Warning: Never modify these RBO tables, queries, or packages.

Properties Pane

Navigation Pane

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To create the RBOs: 1. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

2. Start the Hierarchies tool. Expand the Model workbench and click Hierarchies. To learn more, see “Starting the Hierarchies Tool” on page 234.

Note: Any option that you can select by right-clicking in the navigation panel, you can also choose from the Hierarchies tool menu.

After you start the Hierarchies tool, if an ORS does not have the necessary RBO tables, then the Hierarchies tool walks you through the process of creating them.

The following steps explain what to select in the dialog boxes that the Hierarchies tool displays:1. Choose Yes in the Siperian Hub Console dialog to create the metadata (RBO

tables) for HM in the ORS.

2. Select the tablespace names in the Create RBO tables dialog, and then click OK.

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Uploading Default Entity IconsThe Hierarchies tool prompts you to upload default entity icons. These icons will be useful to you when you are creating entities.

1. Click Yes.

2. The Hub Console displays the Hierarchies tool with the default metadata, as shown in the following example.

Upgrading From Previous Versions of Hierarchy Manager

After you upgrade a pre-XU schema to XU, you will be prompted to upgrade the XU-specific Hierarchy Manager (HM) metadata when you open the Hierarchies tool in the Hub Console.

To upgrade the HM metadata: 1. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

2. Start the Hub Console. To learn more, see “Starting the Hub Console” on page 19.

3. Launch the Hierarchies tool in the Hub Console.

4. Click Yes to add additional columns.

After you upgrade a pre-XU schema to XU, you will be reminded to remove obsolete HM metadata when you get into the Hierarchies tool.

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To remove obsolete HM metadata: 1. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

2. Start the Hub Console. To learn more see the “Starting the Hub Console” on page 19.

3. Launch the Hierarchies tool in the Hub Console.

4. Click Yes to delete a base object.

Note: If the Rbo Rel Type Usage base object is being used by some other non-HM base object, you will be told to manually delete the table by going to the schema manager.

Siperian Hub XU shows relationship and entity types under the base object with which they are associated. If a type is not associated with a base object, for example it does not have packages assigned, it is not displayed in the GUI, but does remain in the database.

During the ORS upgrade process, the migration script skips over the orphan entity and relationship types, displays a related warning message, then continues. After the ORS upgrade, you can delete the orphan types or associate entities and relationship types with them.

If you want to associate orphan types but you have not created the corresponding base objects, create the objects, then press refresh. The software prompts you to create the association.

Configuring Entity Icons

Using the Hierarchies tool, you can add or configure your own entity icons that you can subsequently use when configuring your entity types. These entity icons are used to represent your entities in graphic displays within Hierarchy Manager. Entity icons must be stored in a JAR or ZIP file.

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Adding Entity Icons

To import your own icons, create a ZIP or JAR file containing your icons. For each icon, create a 16 x 16 icon for the small icon and a 48 x 48 icon for the large icon.

To add new entity icons:1. Acquire a write lock.

2. Start the Hierarchies tool.

3. Right-click anywhere in the navigation pane and choose Add Entity Icons.

Note: You must acquire a lock to display the right-click menu.

A browse files window opens.

4. Browse for the JAR or ZIP file containing your icons.

5. Click Open to add the icons.

Modifying Entity Icons

You cannot modify icons directly from the console. You can download a ZIP or JAR file, modify its contents, then upload it again into the console.

You can either delete icons groups or make them inactive. If an icon is already associated with an entity, or if you could use a group of icons in the future, you might consider choosing to inactivate them instead of deleting them.

You inactivate a group of icons by marking the icon package Inactive. Inactive icons are not displayed in the UI and cannot be assigned to an entity type. To reactivate the icon packet, mark it Active.

Warning: Siperian Hub does not validate icons assignments before deleting. If you delete an icon that is currently assigned to an Entity Type, you will get an error when you try to save the edit.

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Deleting Entity Icons

You cannot delete individual icons from a ZIP or JAR file from the console; you can only delete them as a group or package.

To delete a group of entity icons:1. Acquire a write lock.

2. Start the Hierarchies tool. To learn more, see “Starting the Hierarchies Tool” on page 234.

3. Right-click the icon collections in the navigation pane and choose Delete Entity Icons.

Configuring Entity Objects and Entity Types

This section describes how to define entity objects and entity types using the Hierarchies tool.

About Entities, Entity Objects, and Entity Types

This section describes entities, entity objects, and entity types in Hierarchy Manager.

Entities

In Hierarchy Manager, an entity is any object, person, place, organization, or other thing that has a business meaning and can be acted upon in your database. Examples include a specific person’s name, a specific checking account number, a specific company, a specific address, and so on.

Entity Base Objects

An entity base object is a base object that has been configured in HM, and that is used to store HM entities. When you create an entity base object using the Hierarchies tool (instead of the Schema Manager), the Hierarchies tool automatically creates the columns required for Hierarchy Manager. You can also convert an existing MRM base object to an entity base object by using the options in the Hierarchies tool.

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After adding an entity base object, you use the Schema Manager to view, edit, or delete it. To learn more, see “Configuring Base Objects” on page 92.

Entity Types

In Hierarchy Manager, an entity type is a logical classification of one or more entities. Examples include doctors, checking accounts, banks, and so on. An Entity Base Object must have a Foreign Key to the Entity Type table (Rbo BO Class). The foreign key can be defined as either a ROWID or predefined Code value. All entities with the same entity type are stored in the same entity object. In the Hierarchies tool, entity types are displayed in the navigation tree under the Entity Object with which the Type is associated.

Well-defined entity types have the following characteristics:• They effectively segment the data in a way that reflects the real-world nature of the

entities.

• They are disjoint. That is, no entity can have more than one entity type.

• Taken collectively, they cover the entire set of entities. That is, every entity has one and only one entity type.

• They are granular enough so that you can easily define the types of relationships that each entity type can have. For example, an entity type of “doctor” can have the relationships: “member of ” with a medical group, “staff ” (or “non-staff with admitting privileges”) with a hospital, and so on.

• A more general entity type, such as “care provider” (which encompasses nurses, nurse practitioners, doctors, and others) is not granular enough. In this case, the types of relationships that such a general entity type will have will depend on something beyond just the entity type. Therefore, you need to need to define more-granular entity types.

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Adding Entity Base Objects

To create a new entity base object:1. In the Hierarchies tool, acquire a write lock.

2. Right-click anywhere in the navigation pane and choose Create New Entity/Relationship Object. You can also choose this option from the Hierarchies tool menu.

3. In the Create New Entity/Relationship Base Object, select Create New Entity Base Object and click OK.

4. Click OK.

The Hierarchies tool prompts you to enter information about the new base object.

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5. Specify the following properties for this new entity type.

6. Click OK to save the new base object.

The base object you created has the columns required by Hierarchy Manager. You probably require additional columns in the base object, which you can add using the Schema Manager, as described in “Configuring Columns in Tables” on page 125.

Field Description

Item Type Read-only. Already specified.

Display name Name of this base object as it will be displayed in the Hub Console.

Physical name Actual name of the table in the database. Siperian Hub will suggest a physical name for the table based on the display name that you enter. The RowId is generated and assigned by the system, but the BO Class Code is created by the user, making it easier to remember.

Data tablespace Name of the data tablespace. To learn more, see the Siperian Hub Installation Guide for your platform.

Index tablespace Name of the index tablespace. To learn more, see the Siperian Hub Installation Guide for your platform.

Description Description of this base object.

Foreign Key column for Entity Types

Column used as the Foreign Key for this entity type; can be either ROWID or CODE.The ability to choose a BO Class CODE column reduces the complexity by allowing you to define the foreign key relationship based on a predefined code, rather than the Siperian generated ROWID.

Display name Descriptive name of the column of the Entity Type Foreign Key that is displayed in Hierarchy Manager.

Physical name Actual name of the FK column in the table. Siperian Hub will suggest a physical name for the FK column based on the display name that you enter.

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Important: When you modify the base object using the Schema Manager, do not change any of the columns added by Hierarchy Manager. Modifying any of these Hierarchy Manager columns will result in unpredictable behavior and possible data loss.

Converting Base Objects to Entity Base Objects

You must convert base objects to entity base objects before you can use them in HM.

Base objects created in MRM do not have the metadata required by Hierarchy Manager. In order to use these MRM base objects with HM, you must add this metadata via a conversion process. Once you have done this, you can use these converted base objects with both MRM and HM.

To convert an existing MRM base object to work with HM:1. In the Hierarchies tool, acquire a write lock.

2. Right-click anywhere in the navigation pane and choose Convert BO to Entity/Relationship Object.

Note: The same options you see on the right-click menu are also available on the Hierarchies menu.

3. In the Modify Existing Base Object dialog, select Convert to Entity and click OK.

Note: If you do not see any choices in the Modify Base Object field, then there are no non-hierarchy base objects available. You must create one in the Schema tool.

4. Click OK.

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If the base object already has HM metadata, the Hierarchies tool will display a message indicating the HM metadata that exists.

5. In the Foreign Key Column for Entity Types field, select the column to be added: RowId Object or BO Class Code.

This is the descriptive name of the column of the Entity Type Foreign Key that is displayed in Hierarchy Manager.

The ability to choose a BO Class Code column reduces the complexity by allowing you to define the foreign key relationship based on a predefined code, rather than the Siperian generated ROWID.

6. In the Existing BO Column to use, select an existing column or select the Create New Column option.

If no BO columns exist, only the Create New Column option is available.

7. In the Display Name and Physical Name fields, create display and physical names for the column, and click OK.

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The base object will now have the columns that Hierarchy Manager requires. To add additional columns, use the Schema Manager (see “Configuring Columns in Tables” on page 125).

Important: When you modify the base object using the Schema Manager tool, do not change any of the columns added using the Hierarchies tool. Modifying any of these columns will result in unpredictable behavior and possible data loss.

Adding Entity Types

To add a new entity type:1. In the Hierarchies tool, right-click on the entity object in which you want to store

the new entity type you are creating and select Add Entity Type.

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The Hierarchies tool displays a new entity type (called New Entity Type) in the navigation tree under the Entity Object you selected.

2. In the properties panel, specify the following properties for this new entity base object.

3. To designate a color for this entity type, click next to Color.

Field Description

Code Unique code name of the Entity Type. Can be used as a foreign key from HM entity base objects.

Display name Name of this entity type as it will be displayed in the Hub Console. Specify a unique, descriptive name.

Description Description of this entity type.

Color Color of the entities associated with this entity type as they will be displayed in the Hub Console in the Hierarchy Manager Console and Business Data Director.

Small Icon Small icon for entities associated with this entity type as they will be displayed in the Hub Console in the Hierarchy Manager Console and Business Data Director.

Large Icon Large icon for entities associated with this entity type as they will be displayed in the Hub Console in the Hierarchy Manager Console and Business Data Director.

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The color choices window is displayed.

The color you choose determines how entities of this type are displayed in the Hierarchy Manager. Select a color and click OK.

4. To select a small icon for the new entity type, click next to Small Icon.

The Choose Small Icon window is displayed.

Small icons determine how entities of this type are displayed when the graphic view window shows many entities. To learn more about adding icon graphics for your entity types, see “Configuring Entity Icons” on page 238.

Select a small icon and click OK.

5. To select a large icon for the new entity type, click next to Large Icon.

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The Choose Large Icon window is displayed.

Large icons determine how entities of this type are displayed when the graphic view window shows few entities. To learn more about adding icon graphics for your entity types, see “Configuring Entity Icons” on page 238.

Select a large icon and click OK.

6. Click to save the new entity type.

Editing Entity Types

To edit an entity type:1. In the Hierarchies tool, in the navigation tree, click the entity type to edit.

2. For each field that you want to edit, click and make the change that you want. For more information about these fields, see “Adding Entity Types” on page 246.

3. When you have finished making changes, click to save your changes.

Warning: If your entity object uses the code column, you probably do not want to modify the entity type code if you already have records for that entity type.

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Deleting Entity Types

You can delete any entity type that is not used by any relationship types. If the entity type is being used by one or more relationship types, attempting to delete it will generate an error.

To delete an entity type:1. Acquire a write lock.

2. In the Hierarchies tool, in the navigation tree, right-click the entity type that you want to delete, and choose Delete Entity Type.

If the entity type is not used by any relationship types, then the Hierarchies tool prompts you to confirm deletion.

3. Choose Yes.

The Hierarchies tool removes the selected entity type from the list.

Warning: You probably do not want to delete an entity type if you already have entity records that use that type. If your entity object uses the code column instead of the rowid column and you have records in that entity object for the entity type you are trying to delete, you will get an error.

Display Options for Entities

In addition to configuring color and icons for entities, you can also configure the font size and maximum width. While color and icons can be specified for each entity type, the font size and width apply to entities of all types.

To change the font size in HM, use the HM Font Size and Entity Box Size. The default entity font size (38 pts) and max entity box width (600 pixels) can be overridden by settings in the cmxserver.properties file. The settings to use are:

sip.hm.entity.font.size=fontSizesip.hm.entity.max.width=maxWidth

The value for fontSize can be from 6 to 100 and the value for maxWidth can be from 20 to 5000. If value specified is outside the range, the minimum or maximum values are used. Default values are used if the values specified are not numbers.

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Reverting Entity Base Objects to Base ObjectsIf you inadvertently converted a base object to an entity object, or if you no longer want to work with an entity object in Hierarchy Manager, you can revert the entity object to a base object. In doing so, you are removing the HM metadata from the object.

To revert an entity base object to a base object:

1. In the Hierarchies tool, acquire a write lock.

2. Right-click on an entity base object and choose Revert Entity/Relationship Object to BO.

3. If the following Siperian Hub Console dialog box is displayed, click OK:

Note that when you revert the entity object, you are also reverting its corresponding relationship objects.

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4. In the Revert Entity/Relationship Object dialog box, click OK.

5. A dialog is displayed when the entity is reverted.

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Configuring HierarchiesThis section describes how to define hierarchies using the Hierarchies tool.

About Hierarchies

A hierarchy is a set of relationship types (as described in “About Relationships, Relationship Objects, and Relationship Types” on page 255). These relationship types are not ranked, nor are they necessarily related to each other. They are merely relationship types that are grouped together for ease of classification and identification. The same relationship type can be associated with multiple hierarchies. A hierarchy type is a logical classification of hierarchies.

Adding Hierarchies

To add a new hierarchy:1. In the Hierarchies tool, acquire a write lock.

2. Right-click an entity object in the navigation pane and choose Add Hierarchy.

The Hierarchies tool displays a new hierarchy (called New Hierarchy) in the navigation tree under the Hierarchies node. The default properties are displayed in the properties pane.

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3. Specify the following properties for this new hierarchy.

4. Click to save the new hierarchy.

Editing Hierarchies

To edit a hierarchy:1. In the Hierarchies tool, acquire a write lock.

2. In the navigation tree, click the hierarchy to edit.

3. Click and edit the name.

4. Click to save your changes.

Warning: If your relationship object uses the hierarchy code column (instead of the rowid column), you probably do not want to modify the hierarchy code if you already have records for that hierarchy in the relationship object.

Deleting Hierarchies

Warning: You do not want to delete a hierarchy if you already have relationship records that use the hierarchy. If your relationship object uses the hierarchy code column instead of the rowid column and you have records in that relationship object for the hierarchy you are trying to delete, you will get an error.

Field Description

Code Unique code name of the hierarchy. Can be used as a foreign key from HM relationship base objects.

Display name Name of this hierarchy as it will be displayed in the Hub Console. Specify a unique, descriptive name.

Description Description of this hierarchy.

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To delete a hierarchy:1. In the Hierarchies tool, acquire a write lock.

2. In the navigation tree, right-click the hierarchy that you want to delete, and choose Delete Hierarchy.

The Hierarchies tool prompts you to confirm deletion.

3. Choose Yes.

The Hierarchies tool removes the selected hierarchy from the list.

Note: You are allowed to delete a hierarchy that has relationship types associated with it. There will be a warning with the list of associated relationship types. If you elect to delete the hierarchy, all references to it will automatically be removed.

Configuring Relationship Base Objects and Relationship Types

This section describes how to define relationship types using the Hierarchies tool.

About Relationships, Relationship Objects, and Relationship Types

This section introduces relationships, relationship base objects, and relationship types in Hierarchy Manager.

Relationships

A relationship describes the affiliation between two specific entities. Hierarchy Manager relationships are defined by specifying the relationship type, hierarchy type, attributes of the relationship, and dates for when the relationship is active.

Relationship Base Objects

A relationship base object is a base object used to store HM relationships.

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Relationship Types

A relationship type describes classes of relationships and defines the types of entities that a relationship of this type can include, the direction of the relationship (if any), and how the relationship is displayed in the Hub Console.

Note: Relationship Type is a physical construct and can be configuration heavy, while Hierarchy Type is more of a logical construct and is typically configuration light. Therefore, it is often easier to have many Hierarchy Types than to have many Relationship Types. Be sure to understand your data and hierarchy management requirements prior to defining Hierarchy Types and Relationship Types within Siperian.

A well defined set of Hierarchy Manager relationship types has the following characteristics:• It reflects the real-world relationships between your entity types.

• It supports multiple relationship types for each relationship.

Configuring Relationship Base Objects

This section describes how to configure relationship base objects in the Hierarchies tool.

Creating Relationship Base Objects

A relationship base object is used to store HM relationships.

To add a new relationship base object:1. In the Hierarchies tool, acquire a write lock.

2. Right-click anywhere in the navigation pane and choose Create New Entity/Relationship Object...

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The Hierarchies tool prompts you to select the type of base object to create.

3. Select Create New Relationship Base Object.

4. Click OK.

The Hierarchies tool prompts you to enter information about the new relationship base object.

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5. Specify the following properties for this new entity base object.

Field Description

Item Type Read-only. Already specified.

Display name Name of this base object as it will be displayed in the Hub Console.

Physical name Actual name of the table in the database. Siperian Hub will suggest a physical name for the table based on the display name that you enter.

Data tablespace Name of the data tablespace. To learn more, see the Siperian Hub Installation Guide for your platform.

Index tablespace Name of the index tablespace. To learn more, see the Siperian Hub Installation Guide for your platform.

Description Description of this base object.

Entity Base Object 1 Entity base object to be linked via this relationship base object.

Display name Name of the column that is a FK to the entity base object 1.

Physical name Actual name of the column in the database. Siperian Hub will suggest a physical name for the column based on the display name that you enter.

Entity Base Object 2 Entity base object to be linked via this relationship base object.

Display name Name of the column that is a FK to the entity base object 2.

Physical name Actual name of the column in the database. Siperian Hub will suggest a physical name for the column based on the display name that you enter.

Hierarchy FK Column Column used as the foreign key for the hierarchy; can be either ROWID or CODE.The ability to choose a BO Class CODE column reduces the complexity by allowing you to define the foreign key relationship based on a predefined code, rather than the Siperian generated ROWID.

Hierarchy FK Display Name

Name of this FK column as it will be displayed in the Hub Console

Hierarchy FK Physical Name

Actual name of the hierarchy foreign key column in the table. Siperian Hub will suggest a physical name for the column based on the display name that you enter.

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6. Click OK to save the new base object.

The relationship base object you created has the columns required by Hierarchy Manager. You may require additional columns in the base object, which you can add using the Schema Manager, as described in “Configuring Columns in Tables” on page 125.

Important: When you modify the base object using the Schema Manager, do not change any of the columns added by Hierarchy Manager. Modifying any of these columns will result in unpredictable behavior and possible data loss.

Creating a Foreign Key Relationship Base Object

A foreign key relationship base object is an entity base object with a foreign key to another entity base object.

To create a foreign key relationship base object:1. In the Hierarchies tool, acquire a write lock.

2. Right-click anywhere in the navigation pane and choose Create Foreign Key Relationship.

Rel Type FK Column Column used as the foreign key for the relationship; can be either ROWID or CODE.

Rel Type Display Name

Name of the column that is used to store the Rel Type CODE or ROWID.

Rel Type Physical Name

Actual name of the relationship type FK column in the table. Siperian Hub will suggest a physical name for the column based on the display name that you enter.

Field Description

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The Hierarchies tool displays the Modify Existing Base Object dialog.

3. Specify the base object and the number of Foreign Key columns, then click OK.

The Hierarchies tool displays the Convert to FK Relationship Base Object dialog.

4. Specify the following properties for this new FK relationship object.

Field Description

FK Constraint Entity BO 1

Select FK entity base object from list.

Existing BO Column to Use

Name of existing base object column used for FK, or choose to create a new column.

FK Column Display Name 1

Name of FK column as it will be displayed in the Hub Console.

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5. Click OK to save the new FK relationship object.

The base object you created has the columns required by Hierarchy Manager. You may require additional columns in the base object, which you can add using the Schema Manager, as described in “Configuring Columns in Tables” on page 125.

Important: When you modify the base object using the Schema Manager tool, do not change any of the columns added by the Hierarchies tool. Modifying any of these columns will result in unpredictable behavior and possible data loss.

For more information about foreign key relationships, see Chapter 5, “Building the Schema.”

Converting Base Objects to Relationship Base Objects

Relationship base objects are tables that contain information about two entity base objects.

Base objects created in MRM do not have the metadata required by Hierarchy Manager for relationship information. In order to use these MRM base objects with Hierarchy Manager, you must add this metadata via a conversion process. Once you have done this, you can use these converted base objects with both MRM and HM.

FK Column Physical Name 1

Actual name of FK column in the database. Siperian Hub will suggest a physical name for the table based on the display name that you enter.

FK Column Represents

Choose Entity1 or Entity2, depending on what the FK Column represents in the relationship.

Field Description

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To convert a base object to a relationship object for use with HM:1. In the Hierarchies tool, acquire a write lock.

2. Right-click in the navigation pane and choose Convert BO to Entity/Relationship Object.

3. Click OK.

The Convert to Relationship Base Object screen is displayed.

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4. Specify the following properties for this base object.

Field Description

Entity Base Object 1 Entity base object to be linked via this relationship base object.

Display name Name of the column that is a FK to the entity base object 1.

Physical name Actual name of the column in the database. Siperian Hub will suggest a physical name for the column based on the display name that you enter.

Entity Base Object 2 Entity base object to be linked via this relationship base object.

Display name Name of the column that is a FK to the entity base object 2.

Physical name Actual name of the column in the database. Siperian Hub will suggest a physical name for the column based on the display name that you enter.

Hierarchy FK Column Column used as the foreign key for the hierarchy; can be either ROWID or CODE.The ability to choose a BO Class CODE column reduces the complexity by allowing you to define the foreign key relationship based on a predefined code, rather than the Siperian generated ROWID.

Existing BO Column to Use

Actual column in the existing BO to use.

Hierarchy FK Display Name

Name of this FK column as it will be displayed in the Hub Console

Hierarchy FK Physical Name

Actual name of the hierarchy foreign key column in the table. Siperian Hub will suggest a physical name for the column based on the display name that you enter.

Rel Type FK Column Column used as the foreign key for the relationship; can be either ROWID or CODE.

Existing BO Column to Use

Actual column in the existing BO to use.

Rel Type FK Display Name

Name of the FK column that is used to store the Rel Type CODE or ROWID.

Rel Type FK Physical Name

Actual name of the relationship type FK column in the table. Siperian Hub will suggest a physical name for the column based on the display name that you enter.

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5. Click OK.

Warning: When you modify the base object using the Schema Manager tool, do not change any of the columns added by HM. Modifying any of these HM columns will result in unpredictable behavior and possible data loss.

Reverting Relationship Base Objects to Base Objects

This removes HM metadata from the relationship object. The relationship object remains as a base object, but is no longer displayed in the Hierarchy Manager.

To revert a relationship object to a base object:1. In the Hierarchies tool, acquire a write lock.

2. Right-click on a relationship base object and choose Revert Entity/Relationship Object to BO.

3. In the Revert Entity/Relationship Object dialog box, click OK.

4. A dialog is displayed when the entity is reverted.

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Configuring Relationship Types

This section describes how to configure relationship types in the Hierarchies tool.

Adding Relationship Types

To add a new relationship type:1. In the Hierarchies tool, acquire a write lock.

2. Right-click on a relationship object and choose Add Relationship Type.

The Hierarchies tool displays a new relationship type (called New Rel Type) in the navigation tree under the Relationship Types node. The default properties are displayed in the properties pane.

Note: You can only save a relationship type if you associate it with a hierarchy.

An Foreign Key Relationship Base Object is an Entity Base Object containing a foreign key to another Entity Base Object. A Relationship Base Object is a table that relates the two Entity Base Objects.

Note: FK relationship types can only be associated with a single hierarchy.

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3. The properties panel displays the properties you must enter to create the relationship.

4. In the properties panel, specify the following properties for this new relationship type.

Field Description

Code Unique code name of the rel type. Can be used as a foreign key from HM relationship base objects.

Display name Name of this relationship type as it will be displayed in the Hub Console. Specify a unique, descriptive name.

Description Description of this relationship type.

Color Color of the relationships associated with this relationship type as they will be displayed in the Hub Console in the Hierarchy Manager Console and Business Data Director.

Entity Type 1 First entity type associated with this new relationship type. Any entities of this type will be able to have relationships of this relationship type.

Entity Type 2 Second entity type associated with this new relationship type. Any entities of this type will be able to have relationships of this relationship type.

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5. Click next to Color to designate a color for this entity type.

The color choices window is displayed.

Direction Select a direction for the new relationship type to allow a directed hierarchy. The possible directions are:• Entity 1 to Entity 2• Entity 2 to Entity 1• Undirected• Bi-Directional• UnknownAn example of a directed hierarchy is an organizational chart, with the relationship reports to being directed from employee to supervisor, and so on, up to the head of the organization.

FK Rel Start Date The start date of the foreign key relationship.

FK Rel End Date The end date of the foreign key relationship.

Hierarchies Check the check box next to any hierarchy that you want associated with this new relationship type. Any selected hierarchies can contain relationships of this relationship type.

Field Description

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The color you choose determines how entities of this type are displayed in the Hierarchy Manager. Select a color and click OK.

6. Click the Calendar button to designate a start and end date for a foreign key relationship. All relationships of this FK relationship type will have the same start and end date. If you do not specify these dates, the default values are automatically added.

7. Select a hierarchy.

8. Click to save the new relationship type.

Editing Relationship Types

To edit a relationship type:1. In the Hierarchies tool, acquire a write lock.

2. In the navigation tree, click the relationship type that you want to edit.

3. For each field that you want to edit, click and make the change that you want. To learn more about these fields, see “Adding Relationship Types” on page 265.

4. When you have finished making changes, click to save your changes.

Warning: If your relationship object uses the code column, you probably do not want to modify the relationship type code if you already have records for that relationship type.

This warning does not apply to FK relationship types.

Deleting Relationship Types

Warning: You probably do not want to delete a relationship type if you already have relationship records that use the relationship type. If your relationship object uses the relationship type code column instead of the rowid column and you have records in that relationship object for the relationship type you are trying to delete, you will get an error.

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The above warnings are not applicable to FK relationship types.You can delete relationship types that are associated with hierarchies. The confirmation dialog displays the hierarchies associated with the relationship type being deleted.

To delete a relationship type:1. In the Hierarchies tool, acquire a write lock.

2. In the navigation tree, right-click the relationship type that you want to delete, and choose Delete Relationship Type.

The Hierarchies tool prompts you to confirm deletion.

3. Choose Yes.

The Hierarchies tool removes the selected relationship type from the list.

Configuring Packages for Use by HMThis section describes how to add MRM packages to your schema using the Hierarchies tool. You can create MRM packages for entity base objects, relationship base objects, and foreign key relationship base objects. If records will be inserted or changed in the package, be sure to enable the Put option.

About Packages

As described in Chapter 6, “Configuring Queries and Packages,” package is a public view of one or more underlying tables in Siperian Hub. Packages represent subsets of the columns in those tables, along with any other tables that are joined to the tables. A package is based on a query. The underlying query can select a subset of records from the table or from another package. Packages are used for configuring user views of the underlying data. For more information, see “Configuring Queries and Packages” on page 161.

You must first create a package to use with Hierarchy Manager, then you must associate it with Entity Types or Relationship Types.

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Creating Packages

This section describes how to create HM and Relationship packages.

Creating Entity, Relationship, and FK Relationship Object Packages

To create an HM package:1. Acquire a write lock.

2. In the Hierarchies tool, right-click anywhere in the navigation pane and choose Create New Package.

The Hierarchies tool starts the Create New Package wizard and displays the first dialog box.

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3. Specify the following information for this new package.

4. Click Next.

The Create New Package wizard displays the next dialog box.

Field Description

Type of Package One of the following types:• Entity Object• Relationship Object• FK Relationship Object

Query Group Select an existing query group or choose to create a new one. In Siperian Hub, query groups are logical groups of queries. For more information, see “Configuring Query Groups” on page 164.

Query group name Name of the new query group - only needed if you chose to create a new group above.

Description Optional description for the new query group you are creating.

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5. Specify the following information for this new package.

6. Click Next.

The Create New Package wizard displays the next dialog box.

Field Description

Query Name Name of the query. In Siperian Hub, a query is a request to retrieve data from the Hub Store. For more information, see “Configuring Queries” on page 166.

Description Optional description.

Select Primary Table Primary table for this query.

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7. Specify the following information for this new package.

8. Click Next.

The Create New Package wizard displays a final dialog box. The dialog box you see depends on the type of package you are creating.

• If you selected to create either a package for entities or relationships or a PUT package for FK relationships, a dialog box similar to the following dialog box is displayed. The required columns (shown in grey) are automatically selected — you cannot deselect them.

Field Description

Display Name Display name for this package, which will be used to display this package in the Hub Console.

Physical Name Physical name for this package. The Hub Console will suggest a physical name based on the display name you entered.

Description Optional description.

Enable PUT Select to enable records to be inserted or changed. (optional)If you do not choose this, your package will be read only. If you are creating a foreign key relationship object package, you have additional steps in Step 9 of this procedure.Note: You must have both a PUT and a non-PUT package for every Foreign Key relationship. Both Put and non-Put packages that you create for the same foreign key relationship object must have the same columns.

Secure Resource Select to create a secure resource. (optional)

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Deselect the columns that are irrelevant to your package.

Note: You must have both a PUT and a non-PUT package for every Foreign Key relationship. Both Put and non-Put packages that you create for the same foreign key relationship object must have the same columns.

• If you selected to create a non-Put enabled package for foreign key relationships (see Step 7 of this procedure - do not check the Put check box), the following dialog box is displayed:

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9. If you are creating a non-Put enabled package for foreign key relationships, specify the following information for this new package.

Note: You must have both a PUT and a non-PUT package for every Foreign Key relationship. Both Put and non-Put packages that you create for the same foreign key relationship object must have the same columns.10. Select the columns for this new package.

11. Click Finish to create the package.

Use the Packages tool to view, edit, or delete this newly-created package, as described in “Configuring Packages” on page 196.

You should not remove columns that are needed by Hierarchy Manager. These columns are automatically selected (and greyed out) when the user creates packages using the Hierarchies tool.

After You Create a Package

After creating a package, assign that package to an entity or relationship type.

Assigning Packages to Entity or Relationship Types

After you create a profile, and a package for each of the entity/relationship types in a profile, you must assign the packages. This defines what fields are displayed when an entity is displayed in HM. To learn more, see “Customizing the Hub Console Interface” on page 45. You can also assign a package for relationship types and entity types.

Field Description

Hierarchy Hierarchy associated with this package. For more information, see “Configuring Hierarchies” on page 253.

Relationship Type Relationship type associated with this package. For more information, see “Configuring Relationship Base Objects and Relationship Types” on page 255.

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To assign a package to an entity/relationship type:1. Acquire a write lock.

2. In the Hierarchies tool, select the Entity/Relationship Type.

The Hierarchy Manager displays the properties for the Package for that type if they exist, or the same properties pane with empty fields. When you make the display and Put package selections, the HM package column information is displayed in the lower panel.

The numbers in the cells define the sequence in which the attributes are displayed. 3. Configure the package for your entity or relationship type.

Label Columns used to display the label of the entity/relationship you are viewing in the HM graphical console. These columns are used to create the Label Pattern in the Hierarchy Manager Console and Business Data Director.To edit a label, click the label value to the right of the label. In the Edit Pattern dialog, enter a new label or double-click a column to use it in a pattern.

Tooltip Columns used to display the description or comment that appears when you scroll over the entity/relationship. Used to create the tooltip pattern in the Hierarchy Manager Console and Business Data Director.To edit a tooltip, click the tooltip pattern value to the right of the Tooltip Pattern label. In the Edit Pattern dialog, enter a new tooltip pattern or double-click a column to use it in a pattern.

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4. When you have finished making changes, click to save your changes.

Common Columns used when entities/relationships of different types are displayed in the same list. The selected columns must be in packages associated with all Entity/Relationship Types in the Profile.

Search Columns that can be used with the search tool

List Columns to be displayed in a search result

Detail Columns used for the detailed view of an entity/relationship displayed at the bottom of the screen

Put Columns that are displayed when you want to edit a record

Add Columns that are displayed when you want to create a new record

Label Columns used to display the label of the entity/relationship you are viewing in the HM graphical console. These columns are used to create the Label Pattern in the Hierarchy Manager Console and Business Data Director.To edit a label, click the label value to the right of the label. In the Edit Pattern dialog, enter a new label or double-click a column to use it in a pattern.

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Configuring Profiles

Configuring ProfilesThis section describes how to configure profiles using the Hierarchies tool.

About Profiles

In Hierarchy Manager, a profile is used to define user access to HM objects—what users can view and what the HM objects look like to those users. A profile determines what fields and records an HM user may display, edit, or add. For example, one profile can allow full read/write access to all entities and relationships, while another profile can be read-only (no add or edit operations allowed). Once you define a profile, you can configure it as a secure resource, as described in “Securing Siperian Hub Resources” on page 841.

Adding Profiles

A new profile (called Default) is created automatically for you before you access the HM. The default profile can be maintained, and you can also add additional profiles.

Note: The Business Data Director uses the Default Profile to define how Entity Labels as well as Relationship and Entity Tooltips are displayed. Additional Profiles, as well as the additional information defined within Profiles, is only used within the Hierarchy Manager Console and not the Business Data Director.

To add a new profile:1. Acquire a write lock.

2. In the Hierarchy tool, right-click anywhere in the navigation pane and choose Add Profiles.

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The Hierarchies tool displays a new profile (called New Profile) in the navigation tree under the Profiles node. The default properties are displayed in the properties pane.

When you select these relationship types and click Save, the tree below the Profile will be populated with Entity Objects, Entity Types, Rel Objects and Rel Types. When you deselect a Rel type, only the Rel types will be removed from the tree - not the Entity Types.

3. Specify the following information for this new profile.

4. Click to save the new profile.

The Hierarchies tool displays information about the relationship types you selected in the References section of the screen. Entity types are also displayed. This information is derived from the relationship types you selected.

Field Description

Name Unique, descriptive name for this profile.

Description Description of this profile.

Relationship Types Select one or more relationship types associated with this profile.

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Configuring Profiles

Editing Profiles

To edit a profile:1. Acquire a write lock.

2. In the Hierarchies tool, in the navigation tree, click the profile that you want to edit.

3. Configure the profile as needed (specifying the appropriate profile name, description, and relationship types and assigning packages), according to the instructions in “Adding Profiles” on page 278 and “Configuring Packages for Use by HM” on page 269.

4. When you have finished making changes, click to save your changes.

Validating Profiles

To validate a profile:1. Acquire a write lock.

2. In the Hierarchies tool, in the navigation pane, select the profile to validate.

3. In the properties pane, click the Validate tab.

Note: Profiles can be successfully validated only after the packages are assigned to Entity Types and Relationship Types.

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The Hierarchies tool displays the Validate tab.

4. Select a sandbox to use.

For information about creating and configuring sandboxes, see the Siperian Hub Data Steward Guide.

5. To validate the data, check Validate Data. This may take a long time if you have a lot of records.

6. To start the validation process, click Validate HM Configuration.

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Configuring Profiles

The Hierarchies tool displays a progress window during the validation process. The results of the validation appear in the window below the buttons.

7. When the validation is finished, click Save.

8. Choose the directory where the validation report will be saved.

9. Click Clear to clear the box containing the description of the validation results.

Copying Profiles

To copy a profile:1. Acquire a write lock.

2. In the Hierarchies tool, right-click the profile that you want to copy, and then choose Copy Profile.

The Hierarchies tool displays a new profile (called New Profile) in the navigation tree under the Profiles node. This new profile that is an exact copy (with a

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different name) of the profile that you selected to copy. The default properties are displayed in the properties pane.

3. Configure the profile as needed (specifying the appropriate profile name, description, relationship types, and assigning packages), according to the instructions in “Adding Profiles” on page 278.

4. Click to save the new profile.

Deleting Profiles

To delete a profile:1. Acquire a write lock.

2. In the Hierarchies tool, right-click the profile that you want to delete, and choose Delete Profile.

The Hierarchies tool displays a window that warns that packages will be removed when you delete this profile.

3. Click Yes.

The Hierarchies tool removes the deleted profile.

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Sandboxes

Deleting Relationship Types from a Profile

To delete a relationship type:1. Acquire a write lock.

2. In the Hierarchy tool, right-click the relationship type and choose Delete Entity Type/Relationship Type From Profile.

If the profile contains relationship types that use the entity/relationship type that you want to delete, you will not be able to delete it unless you delete the relationship type from the profile first.

Deleting Entity Types from a Profile

To delete an entity type:1. Acquire a write lock.

2. In the Hierarchy tool, right-click the entity type and choose Delete Entity Type/Relationship Type From Profile.

If the profile contains relationship types that use the entity type that you want to delete, you will not be able to delete it unless you delete the relationship type from the profile first.

Assigning Packages to Entity and Relationship Types

After you create a profile, you must:• Assign packages to the entity types and relationship types associated with the

profile. To learn more, see “Assigning Packages to Entity or Relationship Types” on page 275.

Configure the package as a secure resource. To learn more, see “Securing Siperian Hub Resources” on page 841.

SandboxesTo learn about sandboxes, see the Hierarchy Manager chapter in the Siperian Hub Data Steward Guide.

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Part 3

Configuring the Data Flow

Contents• Chapter 9, “Siperian Hub Processes”

• Chapter 10, “Configuring the Land Process”

• Chapter 11, “Configuring the Stage Process”

• Chapter 12, “Configuring Data Cleansing”

• Chapter 13, “Configuring the Load Process”

• Chapter 14, “Configuring the Match Process”

• Chapter 15, “Configuring the Consolidate Process”

• Chapter 16, “Configuring the Publish Process”

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Siperian Hub Processes

This chapter provides an overview of the processes associated with batch processing in Siperian Hub, including key concepts, tasks, and references to related topics in the Siperian Hub documentation.

Chapter Contents• About Siperian Hub Processes

• Land Process

• Stage Process

• Load Process

• Match Process

• Consolidate Process

• Publish Process

Before You BeginBefore you begin, you should be thoroughly familiar with the concepts of reconciliation, distribution, best version of the truth (BVT), and batch processing that are described in Chapter 3, “Key Concepts,” in the Siperian Hub Overview.

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About Siperian Hub Processes

About Siperian Hub ProcessesWith batch processing in Siperian Hub, data flows through Siperian Hub in a sequence of individual processes.

Overall Data Flow for Batch Processes

The following figure provides a detailed perspective on the overall flow of data through the Siperian Hub using batch processes, including individual processes, source systems, base objects, and support tables.

Note: The publish process is not shown in this figure because it is not a batch process.

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Consolidation Status for Base Object Records

This section describes the consolidation status of records in a base object.

Consolidation Indicator

All base objects have a system column named CONSOLIDATION_IND. This consolidation indicator represents the consolidation status of individual records as they progress through various processes in Siperian Hub.

The consolidation indicator is one of the following values:

Indicator Value State Name Description

1 CONSOLIDATED Indicates the record has been through the match and merge process.

2 UNMERGED Indicates that the record has gone through the match process.

3 QUEUED_FOR_MATCH Indicates that the record is ready to be put through the match process against the rest of the records in the base object.

4 NEWLY_LOADED Indicates that the record has been newly loaded into the base object and has not gone through the match process.

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How the Consolidation Indicator Changes

Siperian Hub updates the consolidation indicator for base object records in the following sequence.1. During the load process, when a new or updated record is loaded into a base

object, Siperian Hub assigns the record a consolidation indicator of 4, indicating that the record needs to be matched.

2. Near the start of the match process, when a record is selected as a match candidate, the match process changes its consolidation indicator to 3.

Note: Any change to the match or merge configuration settings will trigger a reset match dialog, asking whether you want to reset the records in the base object (change the consolidation indicator to 4, ready for match). For more information, see Chapter 14, “Configuring the Match Process,” and Chapter 15, “Configuring the Consolidate Process.”

3. Before completing, the match process changes the consolidation indicator of match candidate records to 2 (ready for consolidation).

Note: The match process may or may not have found matches for the record.

A record with a consolidation indicator of 2 or 4 is visible in Merge Manager. For more information, see the Siperian Hub Data Steward Guide.

4. If Accept All Unmatched Rows as Unique is enabled, and a record has undergone the match process but no matches were found, then Siperian Hub automatically changes its consolidation indicator to 1 (unique). For more information, see “Accept All Unmatched Rows as Unique” on page 492.

5. If Accept All Unmatched Rows as Unique is enabled, after the record has undergone the consolidate process, and once a record has no more duplicates to merge with, Siperian Hub changes its consolidation indicator to 1, meaning that this record is unique in the base object, and that it represents the master record (best version of the truth) for that entity in the base object.

9 ON_HOLD Indicates that the Data Steward has put the record on hold, to deal with later.

Indicator Value State Name Description

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Note: Once a record has its consolidation indicator set to 1, Siperian Hub will never directly match it against any other record. New or updated records (with a consolidation indicator of 4) can be matched against consolidated records.

Survivorship and Order of Precedence

When evaluating cells to merge from two records, Siperian Hub determines which cell data should survive and which one should be discarded. The surviving cell data (or winning cell) is considered to represent the better version of the truth between the two cells. Ultimately, a single, consolidated record contains the best surviving cell data and represents the best version of the truth.

Survivorship applies to both trust-enabled columns and columns that are not trust enabled. When comparing cells from two different records, Siperian Hub determines survivorship based on the following factors, in order of precedence:1. If the two columns are trust-enabled, then the data with the highest trust score

wins.

2. If there are no trust scores, then the data with the more recent LAST_UPDATE_DATE wins.

3. If trust scores are the same from both systems, then the data with the more recent cross-reference SRC_LUD wins.

4. If the SRC_LUD values are equal, then Siperian Hub compares whether the record is an incoming load update (applies to the load process only).

5. If both records are incoming load updates, then Siperian Hub compares the LAST_UPDATE_DATE values in the associated cross-reference records and the one with the more recent LAST_UPDATE_DATE wins.

6. If the LAST_UPDATE_DATE values are equal, then Siperian Hub compares the ROWID_OBJECT, in numeric descending order. The highest ROWID_OBJECT has the winning values.

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Land Process

Land Process

This section describes concepts and tasks associated with the land process in Siperian Hub.

About the Land Process

Landing data is the initial step for loading data into Siperian Hub.

Source Systems and Landing Tables

Landing data involves the transfer of data from one or more source systems to Siperian Hub landing tables.

• A source system is an external system that provides data to Siperian Hub. Source systems can be applications, data stores, and other systems that are internal to your organization, or obtained or purchased from external sources. For more information, see “About Source Systems” on page 348.

• A landing table is a table in the Hub Store that contains the data that is initially loaded from a source system. For more information, see “About Landing Tables” on page 355.

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Data Flow of the Land Process

The following figure shows the land process in relation to other Siperian Hub processes.

Land Process is External to Siperian Hub

The land process is external to Siperian Hub and is executed using an external batch process or an external application that directly populates landing tables in the Hub Store. Subsequent processes for managing data are internal to Siperian Hub.

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Ways to Populate Landing Tables

Landing tables can be populated in the following ways:

For any given source system, the approach used depends on whether it is the most efficient—or perhaps the only—way to data from a particular source system. In addition, batch processing is often used for the initial data load (the first time that business data is loaded into the Hub Store), as it can be the most efficient way to populate the landing table with a large number of records. For more information, see “Initial Data Loads and Incremental Loads” on page 302.

Note: Data in the landing tables cannot be deleted until after the load process for the base object has been executed and completed successfully.

Managing the Land Process

To manage the land process, refer to the following topics in this documentation:

Load Method Description

external batch process An ETL (Extract-Transform-Load) tool or other external process copies data from a source system to Siperian Hub. Batch loads are external to Siperian Hub. Only the results of the batch load are visible to Siperian Hub in the form of populated landing tables.Note: This process is handled by a separate ETL tool of your choice. This ETL tool is not part of the Siperian Hub suite of products.

real-time processing External applications can populate landing tables in on-line, real-time mode. Such applications are not part of the Siperian Hub suite of products.

Task Topic(s)

Configuration Chapter 10, “Configuring the Land Process”• “Configuring Source Systems” on page 348• “Configuring Landing Tables” on page 355

Execution Execution of the land process is external to Siperian Hub and depends on the approach you are using to populate landing tables, as described in “Ways to Populate Landing Tables” on page 294.

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Stage Process

This section describes concepts and tasks associated with the stage process in Siperian Hub.

About the Stage Process

The stage process transfers data from a populated landing table to the staging table associated with a particular base object or dependent object.

Data is transferred according to mappings that link a source column in the landing table with a target column in the staging table. Mappings also define data cleansing, if any, to perform on the data before it is saved in the target table.

If delta detection is enabled (see “Configuring Delta Detection for a Staging Table” on page 401), Siperian Hub detects which records in the landing table are new or updated and then copies only these records, unchanged, to the corresponding RAW table. Otherwise, all records are copied to the target table. Records with obvious problems in

Application Development

If you are using external application(s) to populate landing tables, see the developer documentation for the API used by your application(s).

Task Topic(s)

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the data are rejected and stored in a corresponding reject table, which can be inspected after running the stage process (see “Viewing Rejected Records” on page 685).

Data from landing tables can be distributed to multiple staging tables. However, each staging table receives data from only one landing table.

The stage process prepares data for the load process, described in “Load Process” on page 299, which subsequently loads data from the staging table into a target table—either a base object or a dependent object.

Data Flow of the Stage Process

The following figure shows the stage process in relation to other Siperian Hub processes.

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Tables Associated With the Stage Process

The following tables in the Hub Store are associated with the stage process.

Type of Table Description

landing table Contains data that is copied from a source system. For more information, see “About the Land Process” on page 292 and “About Landing Tables” on page 355.

staging table Contains data that was accepted and copied from the landing table during the stage process. For more information, see “About Staging Tables” on page 364.

raw table Contains data that was archived from landing tables. Raw data can be configured to get archived based on the number of loads or the duration (specific time interval). For more information, see “Configuring the Audit Trail for a Staging Table” on page 399 and “Configuring Delta Detection for a Staging Table” on page 401.

reject table Contains records that Siperian Hub has rejected for a specific reason. Records in these tables will not be loaded into base objects and dependent objects. Data gets rejected automatically during Stage jobs for the following reasons:• future date or NULL date in the LAST_UPDATE_DATE column• NULL value mapped to the PKEY_SRC_OBJECT of the staging

table• duplicates found in PKEY_SRC_OBJECT• invalid value in the HUB_STATE_IND field (for state-enabled base

objects only)• duplicate value found in a unique columnThe rejects table is associated with the staging table (called stagingTableName_REJ). Rejected records can be inspected after running Stage jobs (see “Viewing Rejected Records” on page 685).

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Stage Process

Managing the Stage Process

To manage the stage process, refer to the following topics in this documentation:

Task Topic(s)

Configuration Chapter 11, “Configuring the Stage Process”• “Configuring Staging Tables” on page 364• “Mapping Columns Between Landing and Staging Tables” on

page 380• “Using Audit Trail and Delta Detection” on page 398Chapter 12, “Configuring Data Cleansing”• “Configuring Cleanse Match Servers” on page 407• “Using Cleanse Functions” on page 414• “Configuring Cleanse Lists” on page 440

Execution Chapter 17, “Using Batch Jobs”• “Stage Jobs” on page 745Chapter 18, “Writing Custom Scripts to Execute Batch Jobs”• “Stage Jobs” on page 795

Application Development

Siperian Services Integration Framework Guide

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Load Process

This section describes concepts and tasks associated with the load process in Siperian Hub. For related tasks, see “Managing the Load Process” on page 316.

About the Load Process

In Siperian Hub, the load process moves data from a staging table to the corresponding target table (the base object or dependent object to which the staging table belongs) in the Hub Store.

o

The load process determines what to do with the data in the staging table based on:• whether the target table is a base object or dependent object

• whether a corresponding record already exists in the target table and, if so, whether the record in the staging table has been updated since the load process was last run

• whether trust is enabled for certain columns (base objects only); if so, the load process calculates trust scores for the cell data

• whether the data is valid to load; if not, the load process rejects the record instead

• other configuration settings

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Data Flow for the Load Process

The following figure shows the load process in relation to other Siperian Hub processes.

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Tables Associated with the Load Process

In addition to base objects and dependent objects, the following tables in the Hub Store are associated with the load process.

Type of Table Description

staging table Contains the data that was accepted and copied from the landing table during the stage process. For more information, see “Stage Process” on page 295 and “About Staging Tables” on page 364.

cross-reference table

Used for tracking the lineage of data—the source system for each record in the base object. For each source system record that is loaded into the base object, Siperian Hub maintains a record in the cross-reference table that includes:• an identifier for the system that provided the record• the primary key value of that record in the source system• the most recent cell values provided by that systemEach base object record will have one or more cross-reference records. For more information, see “Cross-Reference Tables” on page 97.

history tables If history is enabled for the base object, and records are updated or inserted, then the load process writes to this information into two tables:• base object history table• cross-reference history tableFor more information, see “History Tables” on page 100.

reject table Contains records from the staging table that the load process has rejected for a specific reason. Rejected records will not be loaded into base objects or dependent objects. The reject table is associated with the staging table (called stagingTableName_REJ). For more information, see “Rejected Records in Load Jobs” on page 314. Rejected records can be inspected after running Load jobs (see “Viewing Rejected Records” on page 685).

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Initial Data Loads and Incremental Loads

The initial data load (IDL) is the very first time that data is loaded into a newly-created, empty base object.

During the initial data load, all records in the staging table are inserted into the base object as new records. For more information, see “Load Inserts” on page 306.

Once the initial data load has occurred for a base object, any subsequent load processes are called incremental loads because only new or updated data is loaded into the base object.

Duplicate data is ignored. For more information, see “Run-time Execution Flow of the Load Process” on page 304.

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Trust Settings and Validation Rules

Siperian Hub uses trust and validation rules to help determine the most reliable data.

Trust Settings

If a column in a base object derives its data from multiple source systems, Siperian Hub uses trust to help with comparing the relative reliability of column data from different source systems. For example, the Orders system might be a more reliable source of billing addresses than the Direct Marketing system.

Trust is enabled and configured at the column level. For example, you can specify a higher trust level for Customer Name in the Orders system and for Phone Number in the Billing system.

Trust provides a mechanism for measuring the relative confidence factor associated with each cell based on its source system, change history, and other business rules.

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Trust takes into account the quality and age of the cell data, and how its reliability decays (decreases) over time. Trust is used to determine survivorship (when two records are consolidated) and whether updates from a source system are sufficiently reliable to update the master record. For more information, see “Survivorship and Order of Precedence” on page 291 and “Configuring Trust for Source Systems” on page 455.

Data stewards can manually override a calculated trust setting if they have direct knowledge that a particular value is correct. Data stewards can also enter a value directly into a record in a base object. For more information, see the Siperian Hub Data Steward Guide.

Validation Rules

Trust is often used in conjunction with validation rules, which might downgrade (reduce) trust scores according to configured conditions and actions. For more information, see “Configuring Validation Rules” on page 468.

When data meets the criterion specified by the validation rule, then the trust value for that data is downgraded by the percentage specified in the validation rule. For example:Downgrade trust on First_Name by 50% if Length < 3

Downgrade trust on Address Line 1, City, State, Zip and Valid_address_ind if Valid_address_ind= ‘False’

If the Reserve Minimum Trust flag is enabled (checked) for a column, then the trust cannot be downgraded below the column’s minimum trust setting.

Run-time Execution Flow of the Load Process

This section provides a detailed explanation of what can occur during the load process based on configured settings as well as characteristics of the data being processed. This section describes the default behavior of the Siperian Hub load process. Alternatively, for incremental loads, you can streamline load, match, and merge processing by loading by RowID, as described in “Loading by RowID” on page 394.

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Loading Records by Batch

The load process handles staging table records in batches. For each base object, the load batch size setting (see “Load Batch Size” on page 103) specifies the number of records to load per batch cycle (default is 1000000).

During execution of the load process for a base object, Siperian Hub creates a temporary table (_TLL) for each batch as it cycles through records in the staging table. For example, suppose the staging table contained 250 records to load, and the load batch size were set to 100. During execution, the load process would:• create a TLL table and process the first 100 records

• drop and create the TLL table and process the second 100 records

• drop and create the TLL table and process the remaining 50 records

• drop and create the TLL table and stop executing because the TLL table contained no records

Determining Whether Records Already Exist

During the load process, Siperian Hub first checks to see whether the record has the same primary key as an existing record from the same source system. It compares each record in the staging table with records in the target table to determine whether it already exists in the target table.

What occurs next depends on the results of this comparison.

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During the load process, load updates are executed first, followed by load inserts.

Load Inserts

What happens during a load insert depends on the target table (base object or dependent object) and other factors.

Load Operation Description

load insert If a record in the staging table does not already exist in the target table, then Siperian Hub inserts that new record in the target table.

load update If a record in the staging table already exists in the target table, then Siperian Hub takes the appropriate action. A load update occurs if the target table (base object or dependent object) gets updated with data in a record from the staging table. The load process updates a record only if it has changed since the record was last supplied by the source system.Load updates are governed by current Siperian Hub configuration settings and characteristics of the data in each record in the staging table. For example, if Force Update is enabled (see “Forcing Updates in Load Jobs” on page 730), the records will be updated regardless of whether they have already been loaded.

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Load Inserts and Target Base Objects

To perform a load insert for a record in the staging table:• The load process generates a unique ROWID_OBJECT value for the new record.

• The load process performs foreign key lookups and substitutes any foreign key value(s) required to maintain referential integrity. For more information, see “Performing Lookups Needed to Maintain Referential Integrity” on page 312.

• The load process inserts the record into the base object, and copies into this new record the generated ROWID_OBJECT value (as the primary key for this record in the base object), any foreign key lookup values, and all of the column data from the staging table (except PKEY_SRC_OBJECT)—including null values.

The base object may have multiple records for the same object (for example, one record from source system A and another from source system B). Siperian Hub flags both new records as new.

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• For each new record in the base object, the load process sets its DIRTY_IND to 1 so that match keys can be regenerated during the tokenization process, as described in “Base Object Records Flagged for Tokenization” on page 323.

• For each new record in the base object, the load process sets its CONSOLIDATION_IND to 4 (ready for match) so that the new record can matched to other records in the base object. For more information, see “Consolidation Status for Base Object Records” on page 289.

• The load process inserts a record into the cross-reference table associated with the base object. The load process generates a primary key value for the cross-reference table, then copies into this new record the generated key, an identifier for the source system, and the columns in the staging table (including PKEY_SRC_OBJECT). For more information, see “Cross-Reference Tables” on page 97.

Note: The base object does not contain the primary key value from the source system. Instead, the base object’s primary key is the generated ROWID_OBJECT value. The primary key from the source system (PKEY_SRC_OBJECT) is stored in the cross-reference table instead.

• If history is enabled for the base object (see “History Tables” on page 100), then the load process inserts a record into its history and cross-reference history tables.

• If trust is enabled for one or more columns in the base object, then the load process also inserts records into control tables that support the trust algorithms, populating the elements of trust and validation rules for each trusted cell with the values used for trust calculations. This information can be used subsequently to calculate trust when needed. For more information, see “Configuring Trust for Source Systems” on page 455 and “Control Tables for Trust-Enabled Columns” on page 457.

• If Generate Match Tokens on Load is enabled for a base object (see “Generate Match Tokens on Load” on page 104), then the tokenization process is automatically started after the load process completes.

Load Inserts and Target Dependent Objects

For load inserts into target dependent objects, the load process:• inserts the new record into the dependent object

• substitutes any foreign keys required to maintain referential integrity

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Load Updates

What happens during a load update depends on the target table (base object or dependent object) and other factors.

Load Updates and Target Base Objects

For load updates on target base objects:• By default, for each record in the staging table, the load process compares the

value in the LAST_UPDATE_DATE column with the source last update date (SRC_LUD) in the associated cross-reference table.

• If the record in the staging table has been updated since the last time the record was supplied by the source system, then the load process proceeds with the load update.

• If the record in the staging table is unchanged since the last time the record was supplied by the source system, then the load process ignores the record (no action is taken) if the dates are the same and trust is not enabled, or rejects the record if it is a duplicate.

Administrators can change the default behavior so that the load process bypasses this LAST_UPDATE_DATE check and forces an update of the records regardless of whether the records might have already been loaded. For more information, see “Forcing Updates in Load Jobs” on page 730.

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• The load process performs foreign key lookups and substitutes any foreign key value(s) required to maintain referential integrity. For more information, see “Performing Lookups Needed to Maintain Referential Integrity” on page 312.

• If the target base object has trust-enabled columns, then the load process:

• calculates the trust score for each trust-enabled column in the record to be updated, based on the configured trust settings for this trusted column (as described in “Configuring Trust for Source Systems” on page 455)

• applies validation rules, if defined, to downgrade trust scores where applicable (see “Configuring Validation Rules” on page 468)

The load process updates the target record in the base object according to the following rules:

• If the trust score for the cell in the staging table record is higher than the trust score in the corresponding cell in the target base object record, then the load process updates the cell in the target record.

• If the trust score for the cell in the staging table record is lower than the trust score in the corresponding cell in the target base object record, then the load process does not update the cell in the target record.

• If the trust score for the cell in the staging table record is the same as the trust score in the corresponding cell in the target base object record, or if trust is not enabled for the column, then the cell value in the record with the most recent LAST_UPDATE_DATE wins.

• If the staging table record has a more recent LAST_UPDATE_DATE, then the corresponding cell in the target base object record is updated.

• If the target record in the base object has a more recent LAST_UPDATE_DATE, then the cell is not updated.

For more information, see “Survivorship and Order of Precedence” on page 291.

• For each updated record in the base object, the load process sets its DIRTY_IND to 1 so that match keys can be regenerated during the tokenization process. For more information, see “Base Object Records Flagged for Tokenization” on page 323.

• For each updated record in the base object, the load process sets its CONSOLIDATION_IND to 4 so that the updated record can matched to other

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records in the base object. For more information, see “Consolidation Status for Base Object Records” on page 289.

• Whenever the load process updates a record in the base object, it also updates the associated record in the cross-reference table (“Cross-Reference Tables” on page 97), history tables (if history is enabled, see “History Tables” on page 100), and other control tables as applicable.

• If Generate Match Tokens on Load is enabled for a base object (see “Generate Match Tokens on Load” on page 104), then the tokenization process is automatically started after the load process completes.

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Load Updates and Target Dependent Objects

For load updates with target dependent objects, the load process updates the records in the target dependent object with the values in the staging table without checking the last update date.

Note: Data in staging tables from different source systems must have unique keys in order to be loaded into a dependent object. Records coming from different source systems each have their own key that uniquely identifies the record in that source system. Siperian Hub considers any records from the same source system with the same key values to be the same record. Therefore, if a record in the staging table has the same key value as an existing cross-reference record, Siperian Hub performs a load update because the record is considered to exist already in the base object.

Performing Lookups Needed to Maintain Referential Integrity

Regardless of whether the load process is inserting or updating a record, it performs any lookups needed to translate source system foreign keys into Siperian Hub foreign key values using the lookup settings configured for the staging table. For more information, see “Configuring Lookups For Foreign Key Columns” on page 376.

Disabling Referential Integrity Constraints

During the initial load/updates—or if there is no real-time, concurrent access—you can disable the referential integrity constraints on the base object to improve performance. For more information, see “Allow constraints to be disabled” on page 103.

Undefined Lookups

If a lookup on a child object is not defined (the lookup table and column were not populated), before you can successfully load data, you must repeat the stage process for the child object prior to executing the load process. For more information, see “Stage Jobs” on page 745 and “Load Jobs” on page 727.

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Allowing Null Foreign Keys

When configuring columns for a staging table in the Schema Manager, you can specify whether to allow NULL foreign keys for target base objects; this setting does not apply to dependent objects. In the Schema Manager, the Allow Null Foreign Key check box (see “Properties for Columns in Staging Tables” on page 370) determines whether NULL foreign keys are permitted.• By default, the Allow Null Foreign Key check box is unchecked, which means that

NULL foreign keys are not allowed. The load process:

• accepts records valid lookup values

• rejects records with NULL foreign keys

• rejects records with invalid foreign key values

• If Allow Null Foreign Key is enabled (selected), then the load process:

• accepts records with valid lookup values

• accepts records with NULL foreign keys (and permits load inserts and load updates for these records)

• rejects records with invalid foreign key values

The load process permits load inserts and load updates for accepted records only. Rejected records are inserted into the reject table rather than being loaded into the target table.

Note: During the initial data load only, when the target base object is empty, the load process allows null foreign keys. For more information, see “Initial Data Loads and Incremental Loads” on page 302.

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Rejected Records in Load Jobs

During the load process, records in the staging table might be rejected for the following reasons:• future date or NULL date in the LAST_UPDATE_DATE column

• NULL value mapped to the PKEY_SRC_OBJECT of the staging table

• duplicates found in PKEY_SRC_OBJECT

• invalid value in the HUB_STATE_IND field (for state-enabled base objects only)

• invalid or NULL foreign keys, as described in “Allowing Null Foreign Keys” on page 313

Rejected records will not be loaded into base objects or dependent objects. Rejected records can be inspected after running Load jobs (see “Viewing Rejected Records” on page 685).

For more information about configuring the behavior delta detection for duplicates and the retention of records in the REJ and RAW tables for a staging table, see “Using Audit Trail and Delta Detection” on page 398.

Note: To reject records, the load process requires traceability back to the landing table. If you are loading a record from a staging table and its corresponding record in the associated landing table has been deleted, then the load process does not insert it into the reject table.

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Other Considerations for the Load Process

This section describes other considerations for the load process.

How the Load Process Handles Parent-Child Records

If the child table contains generated keys from the parent table, the load process copies the appropriate primary key value from the parent table into the child table. For example, suppose you had the following data.

PARENT TABLE:PARENT_ID FNAME LNAME 101 Joe Smith 102 Jane Smith

CHILD TABLE: has a relationship to the PARENTS PKEY_SRC_OBJECTADDRESS CITY STATE FKEY_PARENT1893 my city CA 1011893 my city CA 102

In this example, you can have a relationship pointing to the ROWID_OBJECT, to PKEY_SRC_OBJECT, or to a unique column for table lookup.

Loading State-Enabled Base Objects

The load process has special considerations when processing records for state-enabled base objects. For more information, see “Rules for Loading Data” on page 221.

Note: The load process rejects any record from the staging table that has an invalid value in the HUB_STATE_IND column. For more information, see “About the Hub State Indicator” on page 207.

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Generating Match Tokens (Optional)

Tokenizing data prepares it for the match process. In the Schema Manager, when configuring a base object, you can specify whether to generate match tokens immediately after the Load job completes, or to delay tokenizing data until the Match job runs. The setting of the Generate Match Tokens on Load check box determines when tokenization occurs. For more information, see “Match Process” on page 317 and “Generate Match Tokens on Load” on page 104.

Managing the Load Process

To manage the load process, refer to the following topics in this documentation:

Task Topic(s)

Configuration Chapter 13, “Configuring the Load Process”• “Configuring Trust for Source Systems” on page 455• “Configuring Validation Rules” on page 468

Execution Chapter 17, “Using Batch Jobs”• “Load Jobs” on page 727• “Synchronize Jobs” on page 747• “Revalidate Jobs” on page 745Chapter 18, “Writing Custom Scripts to Execute Batch Jobs”• “Load Jobs” on page 775• “Synchronize Jobs” on page 796• “Revalidate Jobs” on page 794

Application Development

Siperian Services Integration Framework Guide

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Match Process

This section describes concepts and tasks associated with the match process in Siperian Hub.

About the Match Process

Before records in a base object can be consolidated, Siperian Hub must determine which records are likely duplicates (matches) of each other. The match process uses match rules to:• identify which records in the base object are likely duplicates (identical or similar)

• determine which records are sufficiently similar to be consolidated automatically, and which records should be reviewed manually by a data steward prior to consolidation

In Siperian Hub, the match process provides you with two main ways in which to compare records and determine duplicates:• Fuzzy matching is the most common means used in Siperian Hub to match records

in base objects. Fuzzy matching looks for sufficient points of similarity between records and makes probabilistic match determinations that consider likely variations in data patterns, such as misspellings, transpositions, the combining or splitting of words, omissions, truncation, phonetic variations, and so on.

• Exact matching is less commonly-used because it matches records with identical values in the match column(s). An exact strategy is faster, but an exact match might miss some matches if the data is imperfect.

The best option to choose depends on the characteristics of the data, your knowledge of the data, and your particular match and consolidation requirements. For more information, see “Exact-match and Fuzzy-match Base Objects” on page 320.

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During the match process, Siperian Hub compares records in the base object for points of similarity. If the match process finds sufficient points of similarity (identical or similar matches) between two records, indicating that the two records probably are duplicates of each other, then the match process:• populates a match table with ROWID_OBJECT references to matched record

pairs, along with the match rule that identified the match, and whether the matched records qualify for automatic consolidation

• flags those records for consolidation by changing their consolidation indicator to 2 (ready for consolidation), as described in “Consolidation Status for Base Object Records” on page 289

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Match Data Flow

The following figure shows the match process in relation to other Siperian Hub processes.

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Key Concepts for the Match Process

This section describes key concepts that apply to the match process.

Match Rules

A match rule defines the criteria by which Siperian Hub determines whether two records in the base object might be duplicates. Siperian Hub supports two types of match rules:

Both kinds of match rules can be used together for the same base object.

Exact-match and Fuzzy-match Base Objects

A base object is configured to use one of the following types of matching:

Type Description

Match column rules Used to match base object records based on the values in columns you have defined as match columns, such as last name, first name, address1, and address2. This is the most commonly-used method for identifying matches. For more information, see “Configuring Match Columns” on page 515.

Primary key match rules Used to match records from two systems that use the same primary keys for records. It is uncommon for two different source systems to use identical primary keys. However, when this does occur, primary key matches are quick and very accurate. For more information, see “Configuring Primary Key Match Rules” on page 578.

Type of Base Object Description

exact-match base object Can have only exact match columns. For more information, see “Match Column Types” on page 515.

fuzzy-match base object Can have both fuzzy match and exact match columns:• fuzzy match only• exact match only, or• some combination of fuzzy and exact match

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The type of base object determines the type of match and the type of match columns you can define. The base object type is determined by the selected match / search strategy for the base object. For more information, see “Match/Search Strategy” on page 493.

Support Tables Used in the Match Process

The match process uses the following support tables:

Table Description

match key table Contains the match keys that were generated for all base object records. A match key table uses the following naming convention:C_baseObjectName_STRPwhere baseObjectName is the root name of the base object. Example: C_PARTY_STRP. For more information, see “Columns in Match Key Tables” on page 325.

match table Contains the pairs of matched records in the base object resulting from the execution of the match process on this base object.Match tables use the following naming convention:C_baseObjectName_MTCHwhere baseObjectName is the root name of the base object.Example: C_PARTY_MTCH. For more information, see “Populating the Match Table with Match Pairs” on page 330.Note: Link-style base objects use a link table (*_LNK) instead.

match flag audit table

Contains the userID of the user who, in Merge Manager, queued a manual match record for automerging.Match flag audit tables use the following naming convention:C_baseObjectName_FHMAwhere baseObjectName is the root name of the base object.Used only if Match Flag Audit Table is enabled for this base object, as described in “Match Flag Audit Table” on page 105.

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Match Keys and the Tokenization Process

Match keys are strings that encode data in the columns used to identify candidates for matching. Match keys are fixed length, compressed, and encoded values built from a combination of the words and numbers in a name or address such that relevant variations have the same match key value. Match tokens are strings consisting of match keys plus the flattened data from the match columns.

The process of generating match tokens is called tokenization. Match tokens are stored in the match key table associated with the base object. For each record in the base object, tokenization stores one or more generated match keys in the match key table. In the match token table, match tokens are stored in the SSA_KEY column, and match tokens are the combination of data stored in the SSA_KEY plus the SSA_DATA columns. For more information, see “Columns in Match Key Tables” on page 325.

When to Generate Match Tokens

Match keys are maintained independently of the match process. The match process depends on the match keys in the match table being current. Updating match keys can occur:• after the load process (see “Generate Match Tokens on Load” on page 104), when

load inserts and load updates

• when it is put into the base object using SIF Put or CleansePut requests (see “Generate Match Tokens on Load” on page 104, as well as the Siperian Services Integration Framework Guide and the Siperian Hub Javadoc)

• when you run the Generate Match Tokens job (see “Generate Match Tokens Jobs” on page 725)

• at the start of a match job, as described in “Regenerating Match Keys If Needed” on page 329

• after consolidating data, as described in “Consolidate Process” on page 335

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Base Object Records Flagged for Tokenization

All base objects have a system column named DIRTY_IND. This dirty indicator identifies when match keys need to be generated for the base object record. Match keys are stored in the match key table.

The dirty indicator is one of the following values:

For each record in the base object whose DIRTY_IND is 1, the tokenization process generates match keys, and then resets the DIRTY_IND to 0.

The following figure shows how the DIRTY_IND flag changes during various batch processes:

Value Meaning Description

0 Record is up to date Record does not need to be tokenized.

1 Record needs to be tokenized

This flag is set to 1 when a record has been:• added (load insert)• updated (load update)• consolidated• edited in the Data Manager

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Match Keys Differ Based on Match / Search Strategy

The match / search strategy affects match key generation.

Key Types and Key Widths in Fuzzy-Match Base Objects

For fuzzy-match base objects, match keys are generated based on the following settings:

Because match keys must be able to overcome errors, variations, and word transpositions in the data, Siperian Hub generates multiple match tokens for each name, address, or organization. The number of keys generated per base object record varies, depending on your data and the match key width.

Match Key Distribution and Hot Spots

The Match Keys Distribution tab in the Match / Merge Setup Details pane of the Schema Manager allows you to investigate the distribution of match keys in the match

Match / Search Strategy Description

exact-match base objects Match keys are generated for the primary key column.

fuzzy-match base objects Match key are generated for the fuzzy match key (such as names, addresses, or organization names). For fuzzy-match base objects, tokenization allows Siperian Hub to match rows with a degree of fuzziness—the match need not be identical—just sufficiently similar to be considered a match.

Property Description

key type Identifies the primary type of information being tokenized (Person_Name, Organization_Name, or Address_Part1) for this base object. The match process uses its intelligence about name and address characteristics to generate match keys and conduct searches. Available key types depend on the population set being used, as described in “Population Sets” on page 326. For more information, see “Key Types” on page 521.

key width Determines the thoroughness and speed of the search, the number of possible match candidates returned, and how much disk space the keys consume. Available key widths are Limited, Standard, Extended, and Preferred. For more information, see “Key Widths” on page 522.

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key table. This tool can assist you with identifying potential hot spots in your data—high concentrations of match keys that could result in overmatching—where the match process generates too many matches, including matches that are not relevant. For more information, see “Investigating the Distribution of Match Keys” on page 583.

Example Match Keys

The match keys that are generated depend on your configured match settings and characteristics of the data in the base object. The following example shows match keys generated from strings using a fuzzy match / search strategy:

In this example, the strings BETH O'BRIEN and LIZ O'BRIEN (keys #3 and 5 in the example) have the same match token values. The match process would consider these to be match candidates while searching for match candidates during the match process.

Columns in Match Key Tables

The match key table has the following system columns.

String in Record Generated Match Key

BETH O'BRIEN MMU$?/$-

BETH O'BRIEN PCOG$$$$

BETH O'BRIEN VL/IEFLM

LIZ O'BRIEN PCOG$$$$

LIZ O'BRIEN SXOG$$$-

LIZ O'BRIEN VL/IEFLM

Column NameData Type (Size) Description

ROWID_OBJECT CHAR (14) Identifies the record for which this match key was generated.

SSA_KEY CHAR (8) Generated match token for this record.

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Tokenization Ratio

You can configure the match process to repeat the tokenization process whenever the percentage of changed records exceeds the specified ratio, which is configured as an advanced property in the base object. For more information, see “Complete Tokenize Ratio” on page 102.

Population Sets

For base objects with the fuzzy match/search strategy, the match process uses standard population sets to account for national, regional, and language differences. The population set affects how the match process handles tokenization, the match / search strategy, and match purposes. For more information, see “Fuzzy Population” on page 494.

A population set encapsulates intelligence about name, address, and other identification information that is typical for a given population. For example, different countries use different address formats, such as the placement of street numbers and street names, location of postal codes, and so on. Similarly, different regions have different distributions for surnames—the surname “Smith” is quite common in the United States population, for example, but not so common for other parts of the world.

Population sets improve match accuracy by accommodating for the variations and errors that are likely to appear in data for a particular population. For more information, see “Configuring Match Settings for Non-US Populations” on page 941.

Matching for Duplicate Data

The match for duplicate data functionality is used to generate matches for duplicates of all non-system base object columns. These matches are generated when there are more

SSA_DATA VARCHAR2 (500)

Concatenated, plain text string representing the source data from all of the match columns defined in the base object—not just the match key stored in the SSA_KEY column.

Column NameData Type (Size) Description

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than a set number of occurrences of complete duplicates on the base object columns (see “Duplicate Match Threshold” on page 103). For most data, the optimal value is 2.

Although the matches are generated, the consolidation indicator (see “Consolidation Indicator” on page 289) remains at 4 (unconsolidated) for those records, so that they can be later matched using the standard match rules.

Note: The Match for Duplicate Data job is visible in the Batch Viewer if the threshold is set above 1 and there are no NON_EQUAL match rules defined on the corresponding base object. For more information, see “Match for Duplicate Data Jobs” on page 740.

Build Match Groups and Transitive Matches

The Build Match Group (BMG) process removes redundant matching in advance of the consolidate process. For example, suppose a base object had the following match pairs:• record 1 matches to record 2

• record 2 matches to record 3

• record 3 matches to record 4

After running the match process and creating build match groups, and before the running consolidation process, you might see the following records:• record 2 matches to record 1

• record 3 matches to record 1

• record 4 matches to record 1

In this example, there was no explicit rule that matched 4 to 1. Instead, the match was made indirectly due to the behavior of other matches (record 1 matched to 2, 2 matched to 3, and 3 matched to 4). An indirect matching is also known as a transitive match. In the Merge Manager and Data Manager, you can display the complete match history to expose the details of transitive matches.

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Maximum Matches for Manual Consolidation

You can configure the maximum number of manual matches to process during batch jobs. Setting a limit helps prevent data stewards from being overwhelmed with thousands of manual consolidations to process. Once this limit is reached, the match process stops running run until the number of records ready for manual consolidation has been reduced. For more information, see “Maximum Matches for Manual Consolidation” on page 490 and “Consolidate Process” on page 335.

External Match Jobs

Siperian Hub provides a way to match new data with an existing base object without actually loading the data into the base object. Rather than run an entire Match job, you can run the External Match job instead to test for matches and inspect the results. For more information, see “External Match Jobs” on page 719.

Distributed Cleanse Match Servers

For your Siperian Hub implementation, you can increase the throughput of the match process by running multiple Cleanse Match Servers in parallel. For more information, see “Configuring Cleanse Match Servers” on page 407 and the material about distributed Cleanse Match Servers in the Siperian Hub Installation Guide for your platform.

Handling Application Server or Database Server Failures

When running very large Match jobs with large match batch sizes, if there is a failure of the application server or the database, you must re-run the entire batch. Match batches are a unit. There are no incremental checkpoints. To address this, if you think there might be a database or application server failure, set your match batch sizes smaller to reduce the amount of time that will be spent re-running your match batches. For more information, see “Number of Rows per Match Job Batch Cycle” on page 491 and “Match Jobs” on page 734.

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Run-Time Execution Flow of the Match Process

This section describes the overall sequence of activities that occur during the execution of match process. The following figure provides an overview of the flow, which is determined by the configured match/search strategy for the base object:

Cycles for Merge and Auto Match and Merge Jobs

The Merge job executes the match process for a single match batch (see “Flagging the Match Batch” on page 329). The Auto Match and Merge job cycles repeatedly until there are no more records to match (no more base object records with a CONSOLIDATION_IND = 4).

Base Object Records Excluded from the Match Process

The following base object records are ignored during the match process:• Records with a CONSOLIDATION_IND of 9 (on hold).

• Records with a PENDING or DELETED status. PENDING records can be included if explicitly enabled according to the instructions in “Enabling Match on Pending Records” on page 214.

Regenerating Match Keys If Needed

When the match process (such as a Match or Auto Match and Merge job) executes, it first checks to determine whether match keys need to be generated for any records in the base object and, if so, generates the match keys and updates the match key table. Match keys will be generated if the c_repos_table.STRIP_INCOMPLETE_IND flag for the base object is 1, or if any base object records have a DIRTY_IND=1 (see “Base Object Records Flagged for Tokenization” on page 323). For more information, see “Match Keys and the Tokenization Process” on page 322.

Flagging the Match Batch

The match process cycles through a series of batches until there are no more base object records to process. It matches a subset of base object records (the match batch)

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against all the records available for matching in the base object (the match pool). The size of the match batch is determined by the Number of Rows per Match Job Batch Cycle setting (“Number of Rows per Match Job Batch Cycle” on page 491).

For the match batch, the match process retrieves, in no specific order, base object records that meet the following conditions:• the record has a CONSOLIDATION_IND value of 4 (ready for match)

The load process sets the CONSOLIDATION_IND to 4 for any record that is new (load insert) or updated (load update).

• the record qualifies based on rule set filtering, if configured (see “Enable Filtering” on page 536 and “Filtering SQL” on page 536)

Internally, the match process changes the CONSOLIDATION_IND=3 for any records in the match batch. At the end, the match process changes this setting to CONSOLIDATION_IND=2 (match is complete).

Applying Match Rules and Generating Matches

In this step, the match process applies the configured match rules to the match candidates. The match process executes the match rules one at a time, in the configured order. The match process executes exact-match rules and exact match-column rules first, then it executes fuzzy-match rules.

For a match to be declared:• all match columns in a match rule must pass

• only one match rule needs to pass

The match process continues executing the match rules until there is a match or there are no more rules to execute.

Populating the Match Table with Match Pairs

When all of the records in the match batch have been processed, the match process adds all of the matches for that group to the match table and changes CONSOLIDATION_IND=2 for the records in the match batch.

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Match Pairs

The match process populates a match table for that base object. Each row in the match table represents a pair of matched records in the base object. The match table stores the ROWID_OBJECT values for each pair of matched records, as well as the identifier for the match rule that resulted in the match, an automerge indicator, and other information.

Columns in the Match Table

Match (_MTCH) tables have the following columns:

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Column Name Data Type (Size) Description

ROWID_OBJECT CHAR (14) Identifies one of the records in the matched pair.

ROWID_OBJECT_MATCHED

CHAR (14) Identifies the record that matched the record specified in ROWID_OBJECT.

ORIG_ROWID_OBJECT_MATCHED

CHAR (14) Identifies the original record that was matched to (prior to merge).

MATCH_REVERSE_IND

NUMBER (38) Indicates the direction of the original match. One of the following values:• Zero (0): ROWID_OBJECT matched

ROWID_OBJECT_MATCHED.• One (1): ROWID_OBJECT_

MATCHED matched ROWID_OBJECT

ROWID_USER CHAR (14) User who executed the match process.

ROWID_MATCH_RULE

CHAR (14) Identifies the match rule that was used to match the two records.

AUTOMERGE_IND NUMBER (38) Specifies whether a record qualifies for automatic consolidation during the consolidate process. One of the following values:• Zero (0): Record does not qualify for

automatic consolidation.• One (1): Record does qualify for

automatic consolidation.The Automerge and Autolink jobs processes any records with an AUTOMERGE_IND of 1. For more information, see “Automerge Jobs” on page 717 and “Autolink Jobs” on page 715.

CREATOR VARCHAR2 (50) User or process responsible for creating the record.

CREATE_DATE DATE Date on which the record was created.

UPDATED_BY VARCHAR2 (50) User or process responsible for the most recent update to the record.

LAST_UPDATE_DATE DATE Date on which the record was last updated.

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Flagging Matched Records for Automatic or Manual Consolidation

Match rules also determine how matched records are consolidated: automatically or manually.

For more information, see “Specifying Consolidation Options for Matched Records” on page 543.

Managing the Match Process

To manage the match process, refer to the following topics in this documentation:

Type of Consolidation Description

automatic consolidation Identifies records in the base object that can be consolidated automatically, without manual intervention. For more information, see “Automerge Jobs” on page 717.

manual consolidation Identifies records in the base object that have enough points of similarity to warrant attention from a data steward, but not enough points of similarity to automatically consolidate them. The data steward uses the Merge Manager to review and manually merge records. For more information, see the Siperian Hub Data Steward Guide.

Task Topic(s)

Configuration Chapter 14, “Configuring the Match Process”• “Configuring Match Properties for a Base Object” on page 488• “Configuring Match Paths for Related Records” on page 497• “Configuring Match Columns” on page 515• “Configuring Match Rule Sets” on page 531• “Configuring Match Column Rules for Match Rule Sets” on

page 542• “Configuring Primary Key Match Rules” on page 578• “Investigating the Distribution of Match Keys” on page 583• “Excluding Records from the Match Process” on page 590Appendix A, “Configuring International Data Support”• “Configuring Match Settings for Non-US Populations” on page

941

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Execution Chapter 17, “Using Batch Jobs”• “Auto Match and Merge Jobs” on page 716• “External Match Jobs” on page 719• “Generate Match Tokens Jobs” on page 725• “Key Match Jobs” on page 727• “Match Jobs” on page 734• “Match Analyze Jobs” on page 738• “Match for Duplicate Data Jobs” on page 740• “Reset Links Jobs” on page 744• “Reset Match Table Jobs” on page 744Chapter 18, “Writing Custom Scripts to Execute Batch Jobs”• “Auto Match and Merge Jobs” on page 762• “External Match Jobs” on page 766• “Generate Match Token Jobs” on page 767• “Key Match Jobs” on page 773• “Match Jobs” on page 783• “Match Analyze Jobs” on page 785• “Match for Duplicate Data Jobs” on page 786

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Task Topic(s)

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Consolidate Process

This section describes concepts and tasks associated with the consolidate process in Siperian Hub.

About the Consolidate Process

After match pairs have been identified in the match process, consolidation is the process of consolidating data from matched records into a single, master record.

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The following figure shows cell data in records from three different source systems being consolidated into a single master record.

Consolidating Records Automatically or Manually

As described in “Flagging Matched Records for Automatic or Manual Consolidation” on page 333, match rules set the AUTOMERGE_IND column in the match table to specify how matched records are consolidated: automatically or manually.• Records flagged for manual consolidation are reviewed by a data steward using the

Merge Manager tool. For more information, see the Siperian Hub Data Steward Guide.

• Records flagged for automatic consolidation are automatically merged (see “Automerge Jobs” on page 717). Alternately, you can run the automatch-and-merge job (see “Auto Match and Merge Jobs” on page 716) for a base object, which calls the match and then automerge jobs repeatedly, until either all records in the base object have been checked for matches, or the maximum number of records for manual consolidation is reached.

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Consolidate Data Flow

The following figure shows the consolidate process in relation to other Siperian Hub processes.

Traceability

The goal in Siperian Hub is to identify and eliminate all duplicate data and to merge or link them together into a single, consolidated record while maintaining full traceability. Traceability is Siperian Hub functionality that maintains knowledge about which systems—and which records from those systems—contributed to consolidated records. Siperian Hub maintains traceability using cross-reference and history tables.

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Key Configuration Settings for the Consolidate Process

The following configurable settings affect the consolidate process.

Option Description

base object style Determines whether the consolidate process using merging or linking. For more information, see “Base Object Style” on page 106 and “Consolidation Options” on page 339.

immutable sources Allows you to specify source systems as immutable, meaning that records from that source system will be accepted as unique and, once a record from that source has been fully consolidated, it will not be changed subsequently. For more information, see “Immutable Rowid Object” on page 594.

distinct systems Allows you to specify source systems as distinct, meaning that the data from that system gets inserted into the base object without being consolidated. For more information, see “Distinct Systems” on page 595.

cascade unmerge for child base objects

Allows you to enable cascade unmerging for child base objects and to specify what happens if records in the parent base object are unmerged. For more information, see “Unmerge Child When Parent Unmerges (Cascade Unmerge)” on page 597.

child base object records on parent merge

For two base objects in a parent-child relationship, if enabled on the child base object, child records are resubmitted for the match process if parent records are consolidated. For more information, see “Requeue On Parent Merge” on page 104.

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Consolidation Options

There are two ways to consolidate matched records:• Merging (physical consolidation) combines the matched records and updates the

base object. Merging occurs for merge-style base objects (link is not enabled).

• Linking (virtual consolidation) creates a logical link between the matched records. Linking occurs for link-style base objects (link is enabled).

By default, base object consolidation is physically saved, so merging is the default behavior. For more information, see “Base Object Style” on page 106.

Merging combines two or more records in a base object table. Depending on the degree of similarity between the two records, merging is done automatically or manually.• Records that are definite matches are automatically merged (automerge process).

For more information, see “Automerge Jobs” on page 717.

• Records that are close but not definite matches are queued for manual review (manual merge process) by a data steward in the Merge Manager tool. The data steward inspects the candidate matches and selectively chooses matches that should be merged. Manual merge match rules are configured to identify close matches. For more information, see “Manual Merge Jobs” on page 732 and, for the Merge Manager, see the Siperian Hub Data Steward Guide.

• Siperian Hub queues all other records for manual review by a data steward in the Merge Manager tool.

Match rules are configured to identify definite matches for automerging and close matches for manual merging.

To allow Siperian Hub to automatically change the state of such records to Consolidated (thus removing them from the Data Steward’s queue), you can check (select) the Accept all other unmatched rows as unique check box. For more information, see “Accept All Unmatched Rows as Unique” on page 492.

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Best Version of the Truth

For a base object, the best version of the truth (sometimes abbreviated as BVT) is a record that has been consolidated with the best cells of data from the source records. The precise definition depends on the base object style:• For merge-style base objects, the base object record is the BVT record, and is built

by consolidating with the most-trustworthy cell values from the corresponding source records.

• For link-style base objects, the BVT Snapshot job will build the BVT record(s) by consolidating with the most-trustworthy cell values from the corresponding linked base object records and return to the requestor a snapshot for consumption.

Consolidation and Workflow Integration

For state-enabled base objects, consolidation behavior is affected by the current system state of records in the base object. For example, only ACTIVE records can be automatically consolidated—records with a PENDING or DELETED system state cannot be. To understand the implications of system states during consolidation, refer to the following topics:• Chapter 7, “State Management,”especially “State Transition Rules for State

Management” on page 208 and “Hub States and Base Object Record Value Survivorship” on page 211

• “Consolidating Data” in the Siperian Hub Data Steward Guide

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Managing the Consolidate Process

To manage the consolidate process, refer to the following topics in this documentation:

Task Topic(s)

Configuration Chapter 15, “Configuring the Consolidate Process”• “About Consolidation Settings” on page 594• “Changing Consolidation Settings” on page 598

Execution Siperian Hub Data Steward Guide• “Managing Data”• “Consolidating Data”Chapter 17, “Using Batch Jobs”• “Accept Non-Matched Records As Unique” on page 715• “Auto Match and Merge Jobs” on page 716• “Autolink Jobs” on page 715• “Automerge Jobs” on page 717• “BVT Snapshot Jobs” on page 719• “Manual Link Jobs” on page 732• “Manual Merge Jobs” on page 732• “Manual Unlink Jobs” on page 733• “Manual Unmerge Jobs” on page 733• “Multi Merge Jobs” on page 741• “Reset Links Jobs” on page 744• “Reset Match Table Jobs” on page 744• “Synchronize Jobs” on page 747Chapter 18, “Writing Custom Scripts to Execute Batch Jobs”• “Auto Match and Merge Jobs” on page 762• “Autolink Jobs” on page 762• “Automerge Jobs” on page 764• “BVT Snapshot Jobs” on page 765• “Manual Link Jobs” on page 777• “Manual Unlink Jobs” on page 779• “Manual Unmerge Jobs” on page 779

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Publish Process

This section describes concepts and tasks associated with the publish process in Siperian Hub.

About the Publish Process

This section describes how Siperian Hub integrates with external systems by generating XML messages about data changes in the Hub Store and publishing these messages to an outbound Java Messaging System (JMS) queue—also known as a message queue in the Hub Console.

Other external systems, processes, or applications can listen on the JMS message queue, retrieve the XML messages, and process them accordingly.

Siperian Hub supports two JMS models:• point-to-point—specific destination for a target external system

• publish/subscribe: point-to-point to an Enterprise Service Bus (ESB), then publish/subscribe from the ESB to other systems.

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Using the Publish Process is Optional

Siperian Hub implementations use the publish process in support of stated business and technical requirements. However, not all organizations will take advantage of this functionality, and its use in Siperian Hub implementations is optional.

Publish Process is Part of the Siperian Hub Distribution Flow

The processes previously described in this chapter—land, stage, load, match, and consolidate—are all associated with reconciliation, which is the main inbound flow for Siperian Hub. With reconciliation, Siperian Hub receives data from one or more source systems, cleanses the data if applicable, and then reconciles “multiple versions of the truth” to arrive at the master record—the best version of the truth—for that entity.

In contrast, the publish process belongs to the main Siperian Hub outbound flow—distribution. Once the master record is established or updated for a given entity, Siperian Hub can then (optionally) distribute the master record data to other applications or databases. For an introduction to reconciliation and distribution, see the Siperian Hub Overview. In another scenario, data changes can be sent to the Activity Manager Rules queue so that the data change can be evaluated against user-defined rules.

Publish Process Executes By Message Triggers

The land, stage, load, match, and consolidate processes work with batches of records and are executed as batch jobs or stored procedures. In contrast, the publish process is executed as the result of a message trigger that executes when a data change occurs in the Hub Store. The message trigger creates an XML message that gets published on a JMS message queue.

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Outbound JMS Message Queues

Siperian Hub use an outbound message queue as a communication channel to feed data changes back to external systems. Siperian supports embedded message queues, which uses the JMS providers that come with application servers. An embedded message queue uses the JNDI name of ConnectionFactory and the name of the JMS queue to connect with. It requires those JNDI names that have been set up by the application server. The Hub Console allows you to register message queue servers and message queues that have already been configured in the application server environment.

ORS-specific XML Message Schemas

XML messages are created using an ORS-specific schema file (<ors-name>-siperian-mrm-event.xsd) that is based on a common XML schema (siperian-mrm-events.xsd). You use the JMS Event Schema Manager to generate this ORS-specific schema. This is a required task for setting up the publish process. For more information, see “Generating and Deploying ORS-specific Schemas” on page 827.

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Run-time Flow of the Publish Process

The following figure shows the run-time flow of the publish process.

o

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In this scenario:1. A batch load or a real-time SIF API request (SIF put or cleanse_put request) may

result in an insert or update on a base object.

You can configure a message rule to control data going to the C_REPOS_MQ_DATA_CHANGE table.

2. Hub Server polls data from C_REPOS_MQ_DATA_CHANGE table at regular intervals.

3. For data that has not been sent, Hub Server constructs an XML message based on the data and sends it to the outbound queue configured for the message queue.

4. It is the external application's responsibility to retrieve the message from the outbound queue and process it.

Managing the Publish Process

To manage the publish process, refer to the following topics in this documentation:

Task Topic(s)

Configuration Chapter 16, “Configuring the Publish Process”• “Configuring Global Message Queue Settings” on page 604• “Configuring Message Queue Servers” on page 605• “Configuring Outbound Message Queues” on page 608• “Configuring Message Triggers” on page 612• “Generating and Deploying ORS-specific Schemas” on page 827

Execution Siperian Hub publishes an XML message to an outbound message queue whenever a messages trigger is fired. You do not need to explicitly execute a batch job from the Batch Viewer or Batch Group tool. To monitor run-time activity for message queues using the Audit Manager tool in the Hub Console, see “Auditing Message Queues” on page 928.

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10

Configuring the Land Process

This chapter explains how to configure the land process for your Siperian Hub implementation. For an introduction, see “Land Process” on page 292.

Chapter Contents• Before You Begin

• Configuration Tasks for the Land Process

• Configuring Source Systems

• Configuring Landing Tables

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Before You Begin

Before You BeginBefore you begin to configure the land process, you must have completed the following tasks:• Installed Siperian Hub and created the Hub Store according to the instructions in

Siperian Hub Installation Guide

• Built the schema, including defining base objects, according to the instructions Chapter 5, “Building the Schema”

• Learned about the land process described in “Land Process” on page 292

Configuration Tasks for the Land ProcessTo set up the land process for your Siperian Hub implementation, you must complete the following tasks in the Hub Console:• “Configuring Source Systems” on page 348

• “Configuring Landing Tables” on page 355

Configuring Source SystemsThis section describes how to define source systems for your Siperian Hub implementation. For an introduction, see “Land Process” on page 292.

About Source Systems

Source systems are external applications or systems that provide data to Siperian Hub. In order to manage input from various source systems, Siperian Hub requires a unique internal name for each source system. You use the Systems and Trust tool in the Model workbench to define source systems for your Siperian Hub implementation.

Configuring Trust for Source Systems

If multiple source systems contribute data for the same column in a base object, you can configure trust on a column-by-column basis to specify which source system(s) are more reliable providers of data (relative to other source systems) for that column. Trust

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is used to determine survivorship when two records are consolidated, and whether updates from a source system are sufficiently reliable to update the “best version of the truth” record. For more information, see “Configuring Trust for Source Systems” on page 455.

Administration Source System

Siperian Hub uses an administration source system for manual trust overrides and data edits from the Data Manager or Merge Manager tools, which are described in the Siperian Hub Data Steward Guide. This administration source system can contribute data to any trust-enabled column. The administration source system is named Admin by default, but you can optionally change its name according to the instructions in “Editing Source System Properties” on page 353.

Siperian System Repository Table

The source systems that you define in the Systems and Trust tool are stored in a special public Siperian Hub repository table (C_REPOS_SYSTEM, with a display name of MRM System). This table is visible in the Schema Manager if the Show System Tables option is selected (for more information, see “Changing the Item View” on page 39). C_REPOS_SYSTEM can also be used in packages, as described in “Configuring Packages” on page 196.

Warning: The C_REPOS_SYSTEM table contains Siperian Hub metadata. As with any Siperian Hub systems tables, you should never alter the structure of, or data in, the C_REPOS_SYSTEM table. Doing so causes Siperian Hub to behave unpredictably and can result in data loss.

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Configuring Source Systems

Starting the Systems and Trust Tool

To start the Systems and Trust tool:• In the Hub Console, expand the Model workbench, and then click Systems and

Trust.

The Hub Console displays the Systems and Trust tool, as shown in the following example.

Navigation Pane Properties Pane

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The Systems and Trust tool displays the following panes:

Source System Properties

A source system definition in Siperian Hub has the following properties.

Pane Description

Navigation Systems: List of every source system that contributes data to Siperian Hub, including the administration source system described in “Administration Source System” on page 349.Trust: Expand the tree to display:• base objects containing one or more trust-enabled columns• trust-enabled columns (only)For more information about configuring trust for base object columns, see “Configuring Trust for Source Systems” on page 455.

Properties Properties for the selected source system. Trust settings for the base object column if the base object column is selected.

Property Description

Name Unique, descriptive name for this source system.

Primary Key Primary key for this source system. Unique identifier for this system in the ROWID_SYSTEM column of C_REPOS_SYSTEM. Read only.

Description Optional description for this source system.

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Adding Source Systems

Using the Systems and Trust tool, you need to define each source system that will contribute data to your Siperian Hub implementation.

To add a source system definition:1. Start the Systems and Trust tool according to the instructions in “Starting the

Systems and Trust Tool” on page 350.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Right-click in the list of source systems and choose Add System.

The Systems and Trust tool displays the New System dialog.

4. Specify the source system properties. For more information, see “Source System Properties” on page 351.

5. Click OK.

The Systems and Trust tool displays the newly-added source system in the list of source systems.

Note: When you add a source system, Hub Store uses the first 14 characters of the system name (in all uppercase letters) as its primary key (ROWID_SYSTEM value in C_REPOS_SYSTEM).

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Editing Source System Properties

You can rename any source system, including the administration system (see “Administration Source System” on page 349). You can change the display name used in the Hub Console to identify this source system—renaming it has no effect outside of the Hub Console.

Note: If this source system has already contributed data to your Siperian Hub implementation, Siperian Hub continues to track the lineage (history) of data from this source system even after you have renamed it.

To edit source system properties:1. Start the Systems and Trust tool according to the instructions in “Starting the

Systems and Trust Tool” on page 350.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the list of source systems, select the source system that you want to configure.

The screen refreshes, showing the Edit button next to the name and description fields for the selected source system.

4. Change any of the editable properties. For more information, see “Source System Properties” on page 351.

5. To change trust settings for a source system, see “Configuring Trust for Source Systems” on page 455.

6. Click the button to save your changes.

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Removing Source Systems

You can remove any source system except:• the administration system (see “Administration Source System” on page 349)

• any source system that has contributed data to a staging table after the stage process has been run

You can remove a source system only before the stage process has copied data from an associated landing to a staging table.

• any source system that is configured as a source for a base object (meaning that a staging table associated with a base object points to the source system)

Note: Removing a source system deletes only the source system definition in the Hub Console—it has no effect outside of Siperian Hub.

To remove a source system:1. Start the Systems and Trust tool according to the instructions in “Starting the

Systems and Trust Tool” on page 350.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the list of source systems, right-click the source system that you want to remove, and choose Remove System.

The Systems and Trust tool prompts you to confirm deletion.

4. Click Yes.

The Systems and Trust tool removes the source system from the list, along with any metadata associated with this source system.

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Configuring Landing Tables

Configuring Landing TablesThis section describes how to configure landing tables in your Siperian Hub implementation. For an introduction, see “Land Process” on page 292.

About Landing Tables

A landing table provides intermediate storage in the flow of data from source systems into Siperian Hub. In effect, landing tables are “where data lands” from source systems into the Hub Store. You use the Schema Manager in the Model workbench to define landing tables.

The manner in which source systems populate landing tables with data is entirely external to Siperian Hub. The data model you use for collecting data in landing tables from various source systems is also external to Siperian Hub. One source system could populate multiple landing tables. A single landing table could receive data from different source systems. The data model you use is entirely up to your particular implementation requirements.

Inside Siperian Hub, however, landing tables are mapped to staging tables, as described in “Mapping Columns Between Landing and Staging Tables” on page 380. It is in the staging table—mapped to a landing table—where the source system supplying the data to the base object is identified. During the load process, Siperian Hub copies data from a landing table to a target staging table, tags the data with the source system identification, and optionally cleanses data in the process. A landing table can be mapped to one or more staging tables. A staging table is mapped to only one landing table.

As described in “Ways to Populate Landing Tables” on page 294, landing tables are populated using batch or real-time approaches that are external to Siperian Hub. After a landing table is populated, the stage process pulls data from the landing tables, further cleanses the data if appropriate, and then populates the appropriate staging tables. For more information, see “Stage Process” on page 295.

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Landing Table Columns

Landing tables have two types of columns:

Landing tables have only one system column.

All other columns in the landing table are user-defined columns.

Note: If the source system table has a multiple-column key, concatenate these columns to produce a single unique VARCHAR value for the primary key column.

Column Type Description

system columns Columns that are automatically created and maintained by the Schema Manager.

user-defined columns Columns that have been added by users according to the instructions in “Configuring Columns in Tables” on page 125.

Physical Name Data Type Description

LAST_UPDATE_DATE DATE Date on which the record was last updated in the source system (for base objects, this will populate LAST_UPDATE_DATE and SRC_LUD in the cross-reference table, and may also populate LAST_UPDATE_DATE on the base object, depending on trust).

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Landing Table Properties

Landing tables have the following properties.

Property Description

Item Type Type of table that you are adding. Select Landing Table.

Display Name Name of this landing table as it will be displayed in the Hub Console.

Physical Name Actual name of the landing table in the database. Siperian Hub will suggest a physical name for the landing table based on the display name that you enter.

Data Tablespace Name of the data tablespace for this landing table. For more information, see the Siperian Hub Installation Guide for your platform.

Index Tablespace Name of the index tablespace for this landing table. For more information, see the Siperian Hub Installation Guide for your platform.

Description Description of this landing table.

Create Date Date and time when this landing table was created.

Contains Full Data Set

Specifies whether this landing table contains the full data set from the source system, or only updates.• If selected (default), indicates that this landing table contains the full

set of data from the source system (such as for the initial data load). When this check box is enabled, you can configure Siperian Hub’s delta detection feature (see “Configuring Delta Detection for a Staging Table” on page 401) so that, during the stage process, only changed records are copied to the staging table.

• If not selected, indicates that this landing table contains only changed data from the source system (such as for incremental loads). In this case, Siperian Hub assumes that you filtered out unchanged records before populating the landing table. Therefore, the stage process inserts all records from the landing table directly into the staging table. When this check box is enabled, Siperian Hub’s delta detection feature is not available.

Note: You can change this property only when editing the source system properties, as described in “Editing Source System Properties” on page 353.

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Adding Landing Tables

To add a landing table:1. Start the Schema Manager according to the instructions in “Starting the Schema

Manager” on page 90.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Select the Landing Tables node.

4. Right-click the Landing Tables node and choose Add Item.

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The Schema Manager displays Add Table dialog box.

5. Specify the properties (described in “Landing Table Properties” on page 357) for this new landing table.

6. Click OK.

The Schema Manager creates the new landing table in the Operational Record Store (ORS), along with support tables, and then adds the new landing table to the schema tree.

7. Configure the columns for your landing table according to the instructions in “Configuring Columns in Tables” on page 125.

8. If you want to configure this landing table to contain only changed data from the source system (Contains Full Data Set), edit the landing table properties according to the instructions in “Editing Landing Table Properties” on page 360.

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Editing Landing Table Properties

To edit properties in a landing table:1. Start the Schema Manager according to the instructions in “Starting the Schema

Manager” on page 90.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Select the landing table that you want to edit.

The Schema Manager displays the Landing Table Identity pane for the selected table.

4. Change the landing table properties you want. For more information, see “Landing Table Properties” on page 357.

5. Click the button to save your changes.

6. Change the column configuration for your landing table, if you want, according to the instructions in “Configuring Columns in Tables” on page 125.

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Removing Landing Tables

To remove a landing table:1. Start the Schema Manager according to the instructions in “Starting the Schema

Manager” on page 90.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the schema tree, expand the Landing Tables node.

4. Right-click the landing table that you want to remove, and choose Remove.

The Schema Manager prompts you to confirm deletion.

5. Choose Yes.

The Schema Manager drops the landing table from the database, deletes any mappings between this landing table and any staging table (but does not delete the staging table), and removes the deleted landing table from the schema tree.

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Configuring the Stage Process

This chapter explains how to configure the data staging process for your Siperian Hub implementation. For an introduction, see “Stage Process” on page 295. In addition, to learn about cleansing data during the data staging process, see Chapter 12, “Configuring Data Cleansing.”

Chapter Contents• Before You Begin

• Configuration Tasks for the Stage Process

• Configuring Staging Tables

• Mapping Columns Between Landing and Staging Tables

• Using Audit Trail and Delta Detection

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Before You Begin

Before You BeginBefore you begin to configure staging data, you must have completed the following tasks:• Installed Siperian Hub and created the Hub Store according to the instructions in

Siperian Hub Installation Guide

• Built the schema according to the instructions Chapter 5, “Building the Schema”

• Learn about the stage process described in “Stage Process” on page 295.

Configuration Tasks for the Stage ProcessIn addition to the prerequisites described in “Before You Begin” on page 364, to set up the process of staging data in your Siperian Hub implementation, you must complete the following tasks in the Hub Console:• “Configuring Staging Tables” on page 364

• “Mapping Columns Between Landing and Staging Tables” on page 380

• “Configuring Data Cleansing” on page 405, if you plan to use Siperian Hub internal cleansing to normalize your data.

Configuring Staging TablesThis section describes how to configure staging tables in your Siperian Hub implementation.

About Staging Tables

A staging table provides temporary, intermediate storage in the flow of data from landing tables into base objects and dependent objects via load jobs (see “Load Jobs” on page 727). Staging tables:• contain data from one source system for one table in the Hub Store

• are populated from landing tables by stage jobs (see “Stage Jobs” on page 745)

• can be created for base objects and dependent objects

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The structure of a staging table is directly based on the structure of the target object that will contain the consolidated data. You use the Schema Manager in the Model workbench to configure staging tables.

Note: You must have at least one source system defined before you can define a staging table. For more information, see “Configuring Source Systems” on page 348.

Staging Table Columns

Staging tables have two types of columns:

Staging tables have the following system columns.

Column Type Description

system columns Columns that are automatically created and maintained by the Schema Manager.

user-defined columns Columns that have been added by users. To add columns to a staging table, you select from a list of columns that are already defined in the base object or dependent object associated with the staging table. For more information, see “Adding Staging Tables” on page 371 and “Configuring Columns in Tables” on page 125.

Physical Name Data Type (Size) Description

PKEY_SRC_OBJECT VARCHAR (255) Primary key from the source system. This must be unique. If the source record does not have a single unique column, then concatenate the values from multiple columns to uniquely identify the record.Display name is Pkey Src Object (or, in some places, Primary Key from Source System).

ROWID_OBJECT CHAR (14) Primary key. Unique value assigned by Siperian during the stage process.

DELETED_IND INT Reserved for future use.

DELETED_DATE DATE Reserved for future use.

DELETED_BY VARCHAR (50) Reserved for future use.

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Staging tables must be based on the columns provided by the source system for the target base object or dependent object for which the staging table is defined, even if the landing tables are shared across multiple source systems. If you do not make the column on staging tables source-specific, then you create unnecessary trust and validation requirements.

Trust is a powerful mechanism, but it carries performance overhead. Use trust where it is appropriate and necessary, but not where the most recent cell value will suffice for the surviving record.

LAST_UPDATE_DATE DATE Date on which the record was last updated in the source system. For base objects, this will populate LAST_UPDATE_DATE and SRC_LUD in the cross-reference table, and (depending on trust settings) may also populate LAST_UPDATE_DATE on the base object.

UPDATED_BY VARCHAR (50) User or process responsible for the most recent update.

CREATE_DATE DATE Date on which the record was created.

CREATOR VARCHAR (50) User or process responsible for creating the record.

SRC_ROWID VARCHAR (30) Database internal Rowid column that is used to uniquely trace back records to the Landing table from Staging.

HUB_STATE_IND INT For state-enabled base objects only. Integer value indicating the state of this record. Valid values are:• 0=Pending• 1=Active (Default)• -1=DeletedFor details, see “About the Hub State Indicator” on page 207.

Physical Name Data Type (Size) Description

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If you limit the columns in the staging tables to the columns actually provided by the source systems, then you can restrict the trust columns to those that come from two or more staging tables. Use this approach instead of treating every column as if it comes from every source, which would mean needing to add trust for every column, and then validation rules to downgrade the trust on null values for all of the sources that do not provide values for the columns.

More trust columns and validation rules obviously affect the load and the merge processes. Also, the more trusted columns, the longer will the update statements be for the control table. Bear in mind that Oracle and DB2 have a 32K limit on the size of the SQL buffer for SQL statements. For this reason, more than 40 trust columns result in a horizontal split in the update of the control table—MRM will try to update only 40 columns at a time.

Staging Table Properties

Staging tables have the following properties.

Property Description

Staging Identity

Display Name Name of this staging table as it will be displayed in the Hub Console.

Physical Name Actual name of the staging table in the database. Siperian Hub will suggest a physical name for the staging table based on the display name that you enter.

System Select the source system for this data. For more information, see “Configuring Source Systems” on page 348.

Preserve Source System Keys

Copy key values from the source system rather than using Siperian Hub’s internally-generated key values. Applies to staging tables associated with base objects only (not with dependent objects). To learn more, see “Preserving Source System Keys” on page 368.

Highest Reserved Key Specify the amount by which the key is increased after the first load. Visible only if the Preserve Source System Key checkbox is selected. To learn more, see “Specifying the Highest Reserved Key” on page 369.

Data Tablespace Name of the data tablespace for this staging table. For more information, see the Siperian Hub Installation Guide for your platform.

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Preserving Source System Keys

By default, this option is not enabled. During Siperian Hub stage jobs (see “Stage Jobs” on page 745), for each inbound record of data, Siperian Hub generates an internal key that it inserts in the ROWID_OBJECT column of the target base object.

Enable this option when you want to use the value from the primary key column from the source system instead of Siperian Hub’s internally-generated key. To enable this option, when adding a staging table to a base object (see “Adding Staging Tables” on page 371), check (select) the Preserve Source System Keys check box in the Add staging to Base Object dialog. Once enabled, during stage jobs, instead of generating an internal key, Siperian Hub takes the value in the PKEY_SOURCE_OBJECT column from the staging table and inserts it into the ROWID_OBJECT column in the target base object.

Note: Once a base object is created, you cannot change this setting.

Index Tablespace Name of the index tablespace for this staging table. For more information, see the Siperian Hub Installation Guide for your platform.

Description Description of this staging table.

Cell Update Determines whether Siperian Hub updates the cell in the target table if the value in the incoming record from the staging table is the same. For more information, see “Enabling Cell Update” on page 369.

Columns Columns in this staging table. For more information, see “Configuring Columns in Tables” on page 125.

Audit Trail and Delta Detection

Configurable after mappings between landing and staging tables have been defined. For more information, see “Mapping Columns Between Landing and Staging Tables” on page 380.

Audit Trail If enabled, retains the history of the data in the RAW table based on the number of loads and timestamps. For more information, see “Configuring the Audit Trail for a Staging Table” on page 399.

Delta Detection If enabled, Siperian Hub processes only new or changed records and ignores unchanged records. For more information, see “Configuring Delta Detection for a Staging Table” on page 401.

Property Description

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Specifying the Highest Reserved Key

If the Preserve Source System Keys check box is enabled, then the Schema Manager displays the Highest Reserved Key field. If you want to insert a gap between the source key and Siperian Hub’s key, then enter the amount by which the key is increased after the first load.

Note: Set the Highest Reserved Key to the upper boundary of the source system keys. To allow a margin, set this number slightly higher, adding a buffer to the expected range of source system keys. Any records added to the base object that do not contain this key will be given a key by Siperian Hub that is above the highest reserved value you set.

Enabling this option has the following consequences when the base object is first loaded:1. From the staging table, Siperian Hub takes the value in PKEY_SOURCE_

OBJECT and inserts that into the base object’s ROWID_OBJECT—instead of generating Siperian Hub’s internal key.

2. Siperian Hub then resets the key's starting position to MAX (PKEY_SOURCE_OBJECT) + the GAP value.

3. On the next load for this staging table, Siperian Hub continues to use the PKEY_SOURCE_OBJECT. For loads from other staging tables, it uses the Siperian Hub-generated key.

Note: Only one staging table per base object can have this option enabled (even if it is from the same system). The reserved key range is set at the initial load only.

Enabling Cell Update

By default, during the stage process (see “Stage Jobs” on page 745), for each inbound record of data, Siperian Hub replaces the cell value in the target base object whenever an incoming record has a higher trust level—even if the value it replaces is identical. Even though the value has not changed, Siperian Hub updates the last update date for the cell to the date associated with the incoming record, and assigns to the cell the same trust level as a new value. For more information, see “Configuring Trust for Source Systems” on page 455.

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You can change this behavior by checking (selecting) the Cell Update check box when configuring a staging table. If cell update is enabled, then during Stage jobs, Siperian Hub will compare the cell value with the current contents of the cross-reference table before it updates the target record in the base object. If the cross-reference record for this system has an identical value in this cell, then Siperian Hub will not update the cell in the Hub Store. Enabling cell update can increase performance during Stage jobs if your Siperian Hub implementation does not require updates to the last update date and trust value in the target base object record.

Properties for Columns in Staging Tables

Columns in staging tables have the following properties:

Property Description

Column Name of this column as defined in the associated base object or dependent object.

Lookup System Name of the lookup system if the Lookup Table is a cross-reference table.

Lookup Table For foreign key columns in the staging table, the name of the table containing the lookup column.

Lookup Column For foreign key columns in the staging table, the name of the lookup column in the lookup table. For more information, see “Configuring Lookups For Foreign Key Columns” on page 376.

Allow Null Update Determines whether null updates are allowed when a Load job specifies a null value for a cell that already contains a non-null value.• Check (select) this check box to have the Load job update the

cell. Do this if you want Siperian Hub to update the cell value even though the new value would be null.

• Uncheck (clear, the default) this check box to prevent null updates and retain the existing non-null value.

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Adding Staging Tables

To add a staging table:1. Start the Schema Manager according to the instructions in“Starting the Schema

Manager” on page 90.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the schema tree, expand the Base Objects node.

4. In the schema tree, expand the node for the base object associated with this staging table.

5. Do one of the following to identify the base object or dependent object that this staging table will populate.

• If you want to add a staging table to this base object, right-click the Staging Tables node and choose Add Staging Table.

Allow Null Foreign Key

Determines whether null foreign keys are allowed. Use this option only if null values are valid for the foreign key relationship—that is, if the foreign key is an optional relationship.• Check (select) this check box to allow data to be loaded when

you do not have a value for lookup.• Uncheck (clear, the default) this check box to prevent null

foreign keys. In this case, records with null values in the lookup column will be written to the rejects table instead of being loaded.

Property Description

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• If you want to add a staging table to a dependent object, expand the Dependent Objects node under the base object, expand the dependent object node, right-click the Staging Tables node and choose Add Staging Table.

The Schema Manager displays the Add staging to Base Object (or Dependent Object) dialog.

6. Specify the staging table properties. For more information, see “Staging Table Properties” on page 367.

Note: Some of these settings cannot be changed after the staging table has been added, so make sure that you specify the settings you want before closing this dialog.

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7. From the list of the columns in the base object or dependent object, select all of the columns that this source system will provide. For more information, see “Staging Table Columns” on page 365.

• Click the Select All button to select all of the columns without needing to click each column individually.

• Click the Clear All button to unselect all selected columns.

These staging table columns inherit the properties of their corresponding columns in the base object or dependent object. You can select columns but you cannot change its inherited data types and column widths.

Schema Manager creates the new staging table in the Operational Record Store (ORS), along with any support tables, and then adds the new staging table to the schema tree.

Note: The Rowid Object and the Last Update Date are automatically selected. You cannot uncheck these columns or change their properties.

8. Specify column properties. For more information, see “Properties for Columns in Staging Tables” on page 370.

9. For each column that has an associated foreign key relationship, select the row and click the button to define the lookup column. For more information, see “Configuring Lookups For Foreign Key Columns” on page 376.

Note: You will not be able to save this new staging table unless you complete this step.

10. Click OK.

Check (select) the columns to include in this staging table

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The Schema Manager creates the new staging table in the Operational Record Store (ORS), along with any support tables, and then adds the new staging table to the schema tree.

11. If you want, configure an Audit Trail and Delta Detection for this staging table. To learn more, see “Using Audit Trail and Delta Detection” on page 398.

Changing Properties in Staging Tables

To change properties in a staging table:1. Start the Schema Manager according to the instructions in“Starting the Schema

Manager” on page 90.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the schema tree, expand the Base Objects node, and then expand the node for the base object associated with this staging table.

• If the staging table is associated with the base object, then expand the Staging Tables node to display it.

• If the staging table is associated with a dependent object, expand the Dependent Objects node under the base object, then expand the Staging Tables node to display it.

4. Select the staging table that you want to configure.

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The Schema Manager displays the properties for the selected table.

5. Specify the staging table properties. For more information, see “Staging Table Properties” on page 367.

For each property that you want to edit (Display Name and Description), click the Edit button next to it, and specify the new value.

6. From the list of the columns in the base object or dependent object, change the columns that this source system will provide.

• Click the Select All button to select all of the columns without needing to click each column individually.

• Click the Clear All button to unselect all selected columns.

Note: The Rowid Object and the Last Update Date are automatically selected. You cannot uncheck these columns or change their properties.

7. If you want, change column properties. For more information, see “Properties for Columns in Staging Tables” on page 370.

8. If you want, change lookups for foreign key columns. Select the column and click the button to configure the lookup column. For more information, see “Configuring Lookups For Foreign Key Columns” on page 376.

9. If you want to change cell updating (see “Enabling Cell Update” on page 369), click in the Cell update check box.

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10. Change the column configuration for your staging table, if you want. For more information, see “Configuring Columns in Tables” on page 125.

11. If you want, configure an Audit Trail and Delta Detection for this staging table. To learn more, see “Using Audit Trail and Delta Detection” on page 398.

12. Click the button to save your changes.

Jumping to the Source System for a Staging Table

To view the source system associated with a staging table:• Right-click the staging table and choose Jump to Source System.

The Hub Console launches the Systems and Trust tool and displays the source system associated with this staging table. For more information, see “Configuring Source Systems” on page 348.

Configuring Lookups For Foreign Key Columns

This section describes how to configure lookups for foreign key columns in staging tables associated with base objects.

About Lookups

A lookup is the process of retrieving a data value from a parent table during Load jobs. In Siperian Hub, when configuring a staging table associated with a base object, if a foreign key column in the staging table (as the child table) is related to the primary key in a parent table, you can configure a lookup to retrieve data from that parent table. The target column in the lookup table must be a unique column (such as the primary key). For more information, see “Performing Lookups Needed to Maintain Referential Integrity” on page 312.

For example, suppose your Siperian Hub implementation had two base objects: a Consumer parent base object and an Address child base object, with the following relationship between them:

Consumer.Rowid_object = Address.Consumer_Fkey

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In this case, the Consumer_Fkey will be included in the Address Staging table and it will look up data on some column.

Note: The Address.Consumer_Fkey must be the same as Consumer.Rowed_object.

In this example, you could configure three types of lookups:• to the ROWID_OBJECT (primary key) of the Consumer base object (lookup

table)

• to the PKEY_SRC_OBJECT column (primary key) of the cross-reference table for the Consumer base object

In this case, you must also define the lookup system. Configuring a lookup to the PKEY_SRC_OBJECT column of a cross-reference table allows you to point to parent tables associated with a source system that differs from the source system associated with this staging table.

• to any other unique column, if available, in the base object or its cross-reference table

Once defined, when the Load job runs on the base object, Siperian Hub looks up the source system’s Consumer code value in the primary key from source system column of the Consumer code cross-reference table, and returns the customer type ROWID_OBJECT value that corresponds to the source consumer type.

Configuring Lookups

To configure a lookup via foreign key relationship:1. Start the Schema Manager according to the instructions in“Starting the Schema

Manager” on page 90.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the schema tree, expand the Base Objects node, and then expand the node for the base object associated with this staging table.

4. Select the staging table that you want to configure.

5. Select the row of the foreign key column that you want to configure.

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The Edit Lookup button is enabled only for foreign key columns.

6. Click the Edit Lookup button.

7. The Schema Manager displays the Define Lookup dialog.

The Define Lookup dialog contains the parent base object and its cross-reference table, along with any unique columns (only).

8. Select the target column for the lookup.

Edit Lookup ButtonForeign Key Column

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• To define the lookup to a base object, expand the base object and select Rowid_Object (the primary key for this base object).

• To define the lookup to a cross-reference table, select PKey Src Object (the primary key for the source system in this cross-reference table).

• To define the lookup to any other unique column, simply select the column.

Note: When you delete a relationship, it clears the lookup.

9. If the lookup column is PKey Src Object in the relationship table, select the lookup system from the Lookup System drop-down list.

10. Click OK.

11. If you want, configure the Allow Null Update check box to specify what will happen if a Load job specifies a null value for a cell that already contains a non-null value. For more information, see “Properties for Columns in Staging Tables” on page 370.

12. For each column, configure the Allow Null Foreign Key option to specify what happens if the foreign key column contains a null value (no lookup value is available). For more information, see “Properties for Columns in Staging Tables” on page 370.

13. Click the button to save your changes.

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Removing Staging Tables

To remove a staging table:1. Start the Schema Manager according to the instructions in“Starting the Schema

Manager” on page 90.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the schema tree, expand the Base Objects node, and then expand the node for the base object associated with this staging table.

4. Right-click the staging table that you want to remove, and then choose Remove.

The Schema Manager prompts you to confirm deletion.

5. Choose Yes.

The Schema Manager drops the staging table from the Operational Record Store (ORS), deletes associated control tables, and removes the deleted staging table from the schema tree.

Mapping Columns Between Landing and Staging Tables

This section describes how to configure the mapping between landing and staging tables. Mapping defines how the data is transferred from landing to staging tables via Stage jobs.

About Mapping Columns

To give Siperian Hub the ability to move data from a landing table to a staging table, you need to define a mapping from columns in the landing table to columns in the staging table. This mapping defines:• which landing table column is used to populate a column in the staging table

• what standardization and verification (cleansing) must be done, if any, before the staging table is populated

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Mappings are configured as either SECURE or PRIVATE resources. For more information, see “Securing Siperian Hub Resources” on page 841.

Relationships Between Landing and Staging Tables

You can map columns from one landing table to multiple staging tables. However, each staging table is mapped to only one landing table.

Data is Either Cleansed or Passed Through Unchanged

For each column of data in the staging table, the data comes from the landing column in one of two ways:

In the following figure, data in the Name column is cleansed via a cleanse function, while data from all other columns is passed directly to the corresponding target column in the staging table.

Note: A staging table does not need to use every column in the landing table or every output string from a cleanse function. The same landing table can provide input to

Copy Method Description

passed through Siperian Hub copies the data as is, without making any changes to it. Data comes directly from a column in the landing table.

cleansed Siperian Hub standardizes and verifies data using cleanse functions. The output of the cleanse function becomes the input to the target column in the staging table. For more information about cleanse functions, see Chapter 12, “Configuring Data Cleansing.”

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multiple staging tables, and the same cleanse function can be reused for multiple columns in multiple landing tables.

Decomposition and Aggregation

Cleanse functions can also decompose and aggregate data. Either way, your mappings need to accommodate the required inputs and outputs.

Cleanse Functions that Decompose Data

In the following figure, the cleanse function decomposes the name field, breaking the data into smaller pieces.

This cleanse function has one input string and five output strings. In your mapping, you need to make sure that the input string is mapped to the cleanse function, and each output string is mapped to the correct target column in the staging table.

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Cleanse Functions that Aggregate Data

In the following figure, the cleanse function aggregates data from five fields into a single string.

This cleanse function has five input strings and one output string. In your mapping, you need to make sure that the input strings are mapped to the cleanse function and the output string is mapped to the correct target column in the staging table.

Considerations for Column Mappings

When mapping columns, consider the following rules and guidelines:• The source column must have the same data type as the target column, or it must

be a data type that can be implicitly converted to the target column’s data type.

• For string (char or varchar) columns, the length does not need to be the same. When data is loaded from the landing table to the staging table, any data value that is too long for the target column will trigger Siperian Hub to place the entire record in a reject table.

• Although more than three columns from the landing table can be mapped to the Pkey Src Object column in the staging table, index creation is restricted to only three columns.

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Starting the Mappings Tool

To start the Mappings tool:• In the Hub Console, expand the Model workbench, and then click Mappings.

The Hub Console displays the Mappings tool, as shown in the following example.

The Mappings tool displays the following panels:

When you select a mapping in the mappings list, its properties are displayed.

Column Description

Mappings List List of every defined landing-to-staging mapping.

Properties Properties for the selected mapping.

Mappings List Properties Pane

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Tabs in the Mappings Tool

When a mapping is selected, the Mappings tool displays the following tabs.

Mapping Diagrams

When you click the Diagram tab for a mapping, the Mappings tool displays the current column mappings.

Mapping lines show the mapping from source columns in the landing table to target columns in the staging table. Colors in the circles at either end of the mapping lines indicate data types.

Column Description

General General properties for this mapping. For more information, see “Mapping Properties” on page 386.

Diagram Interactive diagram that lets you define mappings between columns in the landing and staging tables. For more information, see “Mapping Columns Between Landing and Staging Table Columns” on page 389.

Query Parameters Allows you to specify query parameters for this mapping. For more information, see “Configuring Query Parameters for Mappings” on page 392.

Test Allows you to test the mapping.

Landing Table Staging Table(Source) (Target)

Mapping Lines

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Mapping Properties

Mappings have the following properties.

Adding Mappings

To create a new mapping:1. Start the Mappings tool according to the instructions in “Starting the Mappings

Tool” on page 384.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Right-click in the area where the mappings are listed and choose Add Mapping.

Field Description

Name Name of this mapping as it will be displayed in the Hub Console.

Description Description of this mapping.

Landing Table Select the landing table that will be the source of the mapping.

Staging Table Select the staging table that will be the target of the mapping.

Secure Resource Check (enable) to make this mapping a secure resource, which allows you to control access to this mapping. Once a mapping is designated as a secure resource, you can assign privileges to it in the Secure Resources tool. To learn more, see “Securing Siperian Hub Resources” on page 841, and “Assigning Resource Privileges to Roles” on page 859.

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The Mappings tool displays the Mapping dialog.

4. Specify the mapping properties. For more information, see “Mapping Properties” on page 386.

5. Click OK.

The Mappings tool displays the landing table and staging table on the workspace.

6. Using the workspace tools and the input and output nodes, connect the column in the landing table to the corresponding column in the staging table.

Tip: If you want to automatically map columns in the landing table to columns with the same name in the staging table, click the button.

7. Click OK.

8. When you are finished, click the button to save your changes.

Copying Mappings

To create a new mapping by copying an existing one:1. Start the Mappings tool according to the instructions in “Starting the Mappings

Tool” on page 384.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

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3. Right-click the mapping that you want to copy, and then choose Copy Mapping.

The Mappings tool displays the Mapping dialog.

4. Specify the mapping properties. The landing table is already specified. For more information, see “Mapping Properties” on page 386.

5. Click OK.

6. Click the button to save your changes.

Editing Mapping Properties

To create a new mapping by copying an existing one:1. Start the Mappings tool according to the instructions in “Starting the Mappings

Tool” on page 384.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Select the mapping that you want to edit.

4. Edit the mapping properties, diagram, and mapping settings as needed.

5. Click the button to save your changes.

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Mapping Columns Between Landing and Staging Table Columns

You use the Diagrams tab in the Mappings tool to define the mappings between source columns in landing tables and target columns staging tables. How you map depends on whether it is a pass through mapping (directly between columns) or a cleansed mapping (data is processed by a cleanse function).

For each mapping:• inputs are columns from the landing table

• outputs are the columns in the staging table

The workspace and the methods of creating a mapping are the same as for creating cleanse functions. To learn how to use the workspace to define functions, inputs, and outputs, see “Configuring Graph Functions” on page 424.

Navigate to the Diagrams Tab

To navigate to the Diagrams tab:1. Start the Mappings tool according to the instructions in “Starting the Mappings

Tool” on page 384.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Select the mapping that you want to configure.

4. Click the Diagram tab.

The Mappings tool displays the Diagram tab for this mapping.

Mapping Columns Directly

To configure mappings directly between columns in landing and staging tables:1. Navigate to the Diagrams tab according to the instructions in“Navigate to the

Diagrams Tab” on page 389.

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2. Mouse-over the output connector (circle) to the right of the column in the landing table (the circle outline turns red), drag the line to the input connector (circle) to the left of the column in the staging table, and then release the mouse button.

Note: If you want to load by RowID, create a mapping between the primary key in the landing table and the Rowid object in the staging table. For more information, see “Loading by RowID” on page 394.

3. Click the button to save your changes.

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Mapping Columns Using Cleanse Functions

To cleanse data during Stage jobs, you can include one or more cleanse functions in your mapping. This section provides brief instructions for configuring cleanse functions in mappings. To learn more, see “Using Cleanse Functions” on page 414.

To configure mappings between columns in landing and staging tables via cleanse functions:1. Navigate to the Diagrams tab according to the instructions in“Navigate to the

Diagrams Tab” on page 389.

2. Add the cleanse function(s) that you want to configure by right-clicking anywhere in the workspace and choosing the cleanse function that you want to add.

3. For each input connector on the cleanse function, mouse-over the output connector from the appropriate column in the landing table, drag the line to its corresponding input connector, and release the mouse button.

4. Similarly, for each output connector on the cleanse function, mouse-over the output connector, drag the line to its corresponding column in the staging table, and release the mouse button.

In the following example, the Titlecase cleanse function will process data that comes from the Last Name column in the landing table and then populate the Last Name column in the staging table with the cleansed data.

5. Click the button to save your changes.

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Configuring Query Parameters for Mappings

To configure query parameters for a mapping:1. Start the Mappings tool according to the instructions in “Starting the Mappings

Tool” on page 384.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Select the mapping that you want to configure.

4. Click the Query Parameters tab.

The Mappings tool displays the Query Parameters tab for this mapping.

5. If you want, check or uncheck the Enable Distinct check box, as appropriate, to configure distinct mapping. For more information, see “Distinct Mapping” on page 393.

6. If you want, check or uncheck the Enable Condition check box, as appropriate, to configure conditional mapping. For more information, see “Conditional Mapping” on page 394.

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If enabled, type the SQL WHERE clause (omitting the WHERE keyword), and then click Validate to validate the clause.

7. Click the button to save your changes.

Filtering Records in Mappings

By default, all records are retrieved from the landing table. Optionally, you can configure a mapping that filters records in the landing table. There are two types of filters: distinct and conditional. You configure these settings on the Query Parameters tab in the Mappings tool. For more information, see “Configuring Query Parameters for Mappings” on page 392.

Distinct Mapping

If you click the Enable Distinct check box on the Query Parameters tab, the Stage job selects only the distinct records from the landing table. Siperian Hub populates the staging table using the following SELECT statement:

select distinct * from landing_table

Using distinct mapping is useful in situations in which you have a single landing table feeding multiple staging tables and the landing table is denormalized (for example, it contains both customer and address data). A single customer could have three addresses. In this case, using distinct mapping prevents the two extra customer records from being written to the rejects table.

In another example, suppose a landing table contained the following data:

In the mapping to the customer table, check (select) Enable Distinct to avoid having duplicate records because only LUD, CUST_ID, and NAME are mapped to the Customer staging table. With Distinct enabled, only one record would populate your customer table and no rejects would occur.

LUD CUST_ID NAME ADDR_ID ADDR

7/24 1 JOHN 1 1 MAIN ST

7/24 1 JOHN 2 1 MAPLE ST

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Alternatively, for the address mapping, you map ADDR_ID and ADDR with Distinct disabled so that you get two records and no rejects.

Conditional Mapping

If you select the Enable Condition check box, you can apply a SQL WHERE clause to unload the data in cleanse. For example, suppose the data in your landing table is from all states in the US. You can use the WHERE clause to filter the data that is written to the staging tables to include only data from one state, such as California. To do this, type in a WHERE clause (but omit the WHERE keyword): STATE = 'CA'. When the cleanse job is run, it unloads and processes records as SELECT * FROM LANDING WHERE STATE = 'CA'. If you specify conditional mapping, click the Validate button to validate the SQL statement.

Loading by RowID

You can streamline load, match, and merge processing by explicitly configuring Siperian Hub to load by RowID. Otherwise, Siperian Hub loads data according to its default behavior, which is described in “Run-time Execution Flow of the Load Process” on page 304.

Note: If you clean the BASE OBJECT using the stored procedure, and if you had setup the TAKE-ON GAP for the particular staging table, the ROWID sequences are reset to 1.

In the staging table, the Rowid Object column (a nullable column) has a specialized usage. You can streamline load, match, and merge processing by mapping any column in a landing table to the Rowid Object column in a staging table. In the following example,

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the Address Id column in the landing table is mapped to the Rowid Object column in the staging table.

Mapping to the Rowid Object column allows for the loading of records by present- or lineage-based ROWID_OBJECT. During the load, if an incoming record with a populated ROWID_OBJECT is new (the incoming PKEY_SRC_OBJECT + ROWID_SYSTEM is checked), then this record bypasses the match and merge process and gets added to the base object directly—a real-time API PUT(_XREF) by ROWID_OBJECT. Using this feature enhances lineage and unmerge support, enables closed-loop integration with downstream systems, and can increase throughput.

The initial data load for a base object inserts all records into the target base object. Therefore, enable loading by rowID for incremental loads that occur after the initial data load. For more information, see “Initial Data Loads and Incremental Loads” on page 302 and “Run-time Execution Flow of the Load Process” on page 304.

Jumping to a Schema

The Mappings tool allows you to quickly launch the Schema Manager and display the schema associated with the selected mapping.

Note: The Jump to Schema command is available only in the Workbenches view, not the Processes view.

To jump to the schema for a mapping:1. Start the Mappings tool according to the instructions in “Starting the Mappings

Tool” on page 384.

RowidObject

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2. Select the mapping whose schema you want to view.

3. In the View By list at the bottom of the navigation pane, choose one of the following options:

• By Staging Table

• By Landing Table

• by Mapping

4. Right-click anywhere in the navigation pane, and then choose Jump to Schema.

5. The Mappings tool displays the schema for the selected mapping.

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Testing Mappings

To test a mapping that you have configured:1. Start the Mappings tool according to the instructions in “Starting the Mappings

Tool” on page 384.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Select the mapping that you want to configure.

4. Click the Test tab.

The Mappings tool displays the Test tab for this mapping.

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5. Specify input values for the columns under Input Name.

6. Click Test.

7. The Mappings tool tests the mapping and populates the columns under Output Name with the results.

Removing Mappings

To remove a mapping:1. Start the Mappings tool according to the instructions in “Starting the Mappings

Tool” on page 384.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Right-click the mapping that you want to remove, and choose Delete Mapping.

The Mappings tool prompts you to confirm deletion.

4. Click Yes.

The Mappings tool drops supporting tables, removes the mapping from the metadata, and updates the list of mappings.

Using Audit Trail and Delta DetectionAfter you have completed mapping columns between landing and staging tables, you can configure the audit trail and delta detection features for a staging table. For more information, see “Mapping Columns Between Landing and Staging Tables” on page 380.

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To configure audit trail and delta detection, click the Settings tab.

Configuring the Audit Trail for a Staging Table

Siperian Hub allows you to configure an audit trail that retains the history of the data in the RAW table based on the number of Loads and timestamps. This audit trail is useful, for example, when using HDD (Hard Delete Detection). By default, audit trails are not enabled, and the RAW table is empty. If enabled, then records are kept in the RAW table for either the configured number of stage job executions or the specified retention period.

Note: The Audit Trail has very different functionality from—and is not to be confused with—the Audit Manager tool described in Chapter 22, “Auditing Siperian Hub Services and Events”.

To configure the audit trail for a staging table:1. Start the Schema Manager according to the instructions in“Building the Schema”

on page 81.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

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3. If you have not already done so, add a mapping for the staging table. For more information, see “Adding Mappings” on page 386

4. Select the staging table that you want to configure.

5. At the bottom of the properties panel, click Preserve an audit trail in the raw table to enable the raw data audit trail.

The Schema Manager prompts you to select the retention period for the audit table.

6. Selecting one of the following options for audit retention period:

7. Click Save to save your changes.

Once configured, the audit trail keeps data for the retention period that you specified. For example, suppose you configured the audit trail for two loads (Stage job executions). In this case, the audit trail will retain data for the two most recent loads to the staging table. If there were ten records in each load in the landing table, then the total number of records in the RAW table would be 20.

Option Description

Loads Number of batch loads for which to retain data.

Time Period Period of time for which to retain data.

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If the Stage job is run multiple times, then the data in the RAW table will be retained for the most recent two sets based on the ROWID_JOB. Data for older ROWID_JOBs will be deleted. For example, suppose the value of the ROWID_JOB for the first Stage job is 1, for the second Stage job is 2, and so on. When you run the Stage job a third time, then the records in which ROWID_JOB=1 will be discarded.

Note: Using the Clear History button in the Batch Viewer after the first run of the process:If the audit trail is enabled for a staging table and you choose the Clear History button in the Batch Viewer while the associated stage job is selected, the records in the RAW and REJ tables will be cleared the next time the stage job is run.

Configuring Delta Detection for a Staging Table

If you enable delta detection for a staging table, Siperian Hub processes only new or changed records and ignores unchanged records.

Enabling Delta Detection for a Staging Table

To enable delta detection for a staging table:1. Start the Schema Manager according to the instructions in“Starting the Schema

Manager” on page 90.

2. Select the staging table that you want to configure.

3. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

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4. Select (check) the Enable delta detection check box to enable delta detection for the table. You might need to scroll down to see this option.

5. Specify the manner in which you want to have deltas detected. You can choose:

• Detect deltas by comparing all columns in mapping

• Detect deltas via a date column (select the column)

6. Specify whether to allow staging if a prior duplicate was rejected during the stage process or load process.

• Select (check) this option to allow the duplicate record being staged, during this next stage process execution, to bypass delta detection if its previously-staged duplicate was rejected.

Note: If this option is enabled, and a user in the Batch Viewer clicks the Clear History button while the associated stage job is selected, then the history of the prior rejection (that this feature relies on) will be discarded because the records in the REJ table will be cleared the next time the stage job is run.

• Clear (uncheck) this option (the default) to prevent the duplicate record being staged, during this next stage process execution, from bypassing delta detection if its previously-staged duplicate was rejected. Delta detection will filter out any corresponding duplicate landing record that is subsequently processed in the next stage process execution.

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How Siperian Hub Handles Delta Detection

If delta detection is enabled, then the Stage job compares the contents of the landing table—which is mapped to the selected staging table—against the data set processed in the previous run of the stage job. This comparison is done to determine whether the data has changed since the previous run. Changed, new records, and rejected records will be put into the staging table. Duplicate records are ignored. For more information, see “Mapping Columns Between Landing and Staging Tables” on page 380.

Note: Reject records move from cleanse to load after the second stage run.

Considerations for Using Delta Detection

When using delta detection, consider the following issues:• Delta detection can be done either by comparing entire records or via a date

column. Delta detection on last update date is the most efficient, as Siperian Hub can simply compare the last update date columns for each incoming record against the record’s previous last update date.

• When processing records by last update date, do not use the Now cleanse function to compare last update values (for example, testing whether the last update date in a source record occurred before the current system date). Using Now in this way can produce unpredictable results. For more information, see Chapter 12, “Configuring Data Cleansing.”

• Perform delta detection only on columns for those sources where the Last Update Date is not a true indicator of change. The Siperian Hub stage job will compare the entire source record against the most recent corresponding record in the raw table. If any cell is different, then the record is passed on to the staging table.

• If you update a record and set the Last Update Date to a different date, it will not get delta detected if you have a date in the landing table that is earlier than the date you entered. The new Last Update Date always needs to be earlier than the max date value in the RAW table.

• During delta detection, when you are checking for deltas on all columns, only records that have null primary keys are rejected. This is expected behavior. Any other records that fail the delta process are rejected on subsequent stage processes.

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• When delta detection is based on the Last Update Date, any changes to the last update date or the primary key will be detected. Updates to any values that are not the last update date or part of the concatenated primary key will not be detected.

• Duplicate primary keys are not considered during subsequent stage processes when using delta detection by mapped columns.

• Reject handling allows you to:

• View all reject records for a given staging table regarding of the batch job

• View all reject records by day across all staging tables

• Query reject tables based on query filters

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Configuring Data Cleansing

This chapter describes how to configure your Hub Store to cleanse data during the stage process. This chapter is a companion to the material provided in Chapter 11, “Configuring the Stage Process.”

Chapter Contents• Before You Begin

• About Data Cleansing in Siperian Hub

• Configuring Cleanse Match Servers

• Using Cleanse Functions

• Configuring Cleanse Lists

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Before You Begin

Before You BeginBefore you begin, you must have completed the following tasks:• Installed Siperian Hub and created the Hub Store according to the instructions in

the Siperian Hub Installation Guide for your platform.

• Built the schema according to the instructions in Chapter 5, “Building the Schema.”

• Created staging tables and landing tables according to the instructions in Chapter 11, “Configuring the Stage Process.”

• Installed and configured your cleanse engine according to the documentation included in your cleanse engine distribution.

About Data Cleansing in Siperian HubData cleansing is the process of standardizing data to optimize it for input into the match process. Matching cleansed data results in a greater number of reliable matches. This chapter describes internal cleansing—the data cleansing that occurs inside Siperian Hub, specifically during a Stage job, when data is copied from landing tables to the appropriate staging tables (see Chapter 11, “Configuring the Stage Process”).

Note: Data cleansing that occurs prior to its arrival in the landing tables is outside the scope of this chapter.

Setup Tasks for Data Cleansing

To set up data cleansing for your Siperian Hub implementation, you complete the following tasks:• “Configuring Cleanse Match Servers” on page 407

• “Using Cleanse Functions” on page 414

• “Configuring Cleanse Lists” on page 440

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Configuring Cleanse Match ServersThis section describes how to configure Cleanse Match Servers for your Siperian Hub implementation. To learn more, see “About Data Cleansing in Siperian Hub” on page 406.

About the Cleanse Match Server

The Cleanse Match Server is a servlet that handles cleanse requests. This servlet is deployed in an application server environment. The servlet contains two server components:• a cleanse server handles data cleansing operations

• a match server handles match operations

The Cleanse Match Server is multi-threaded so that each instance can process multiple requests concurrently. It can be deployed on a variety of application servers. See the Siperian Hub Release Notes for a list of supported application servers. See the Siperian Hub Installation Guide for your platform for instructions on installing and configuring Cleanse Match Server(s).

Siperian Hub supports running multiple Cleanse Match Servers for each Operational Record Store (ORS). The cleanse process is generally CPU-bound. This scalable architecture allows you to scale your Siperian Hub implementation as the volume of data increases. Deploying Cleanse Match Servers on multiple hosts distributes the processing load across multiple CPUs and permits the running of cleanse operations in parallel. In addition, some external adapters are inherently single-threaded, so this Siperian Hub architecture allows you to simulate multi-threaded operations by running one processing thread per application server instance.

Modes of Cleanse Operations

Cleanse operations can be classified according to the following modes:• Online and Batch (default)

• Online Only

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• Batch Only

The CLEANSE_TYPE can be used to specify which class(es) of operations a particular Cleanse Match Server will run. If you deploy two Cleanse Match Servers, you could make one batch-only and the other online-only, or you could make them both accept both classes of requests. Unless otherwise specified, a Cleanse Match Server will default to running both kinds of requests.

Distributed Cleanse Match Servers

For your Siperian Hub implementation, you can increase the throughput of the cleanse process by running multiple Cleanse Match Servers in parallel. To learn more about distributed Cleanse Match Servers, see the Siperian Hub Installation Guide.

Cleanse Match Servers and Proxy Users

If proxy users have been configured for your Siperian Hub implementation, if you created proxy_user and cmx_ors with different passwords, then you need to either:• restart the application server and log in to the proxy user from the Hub Console

or

• register the Cleanse Match Server for the proxy user again

Otherwise, Stage jobs will fail.

Cleanse Requests

All requests for cleansing are issued by database stored procedures. These stored procedures package a cleanse request as an XML payload and transmit it to a Cleanse Match Server. When the Cleanse Match Server receives a request, it parses the XML and invokes the appropriate code:

Mode Type Description

On-line operations The result is packaged as an XML response and sent back via an HTTP POST connection.

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The Cleanse Match Server is multi-threaded so that each instance can process multiple requests concurrently. The default timeout for batch requests from Oracle to a Cleanse Match Server is one year, and the default timeout for on-line requests is one minute. For DB2, the default timeout for batch requests or SIF requests is 600 seconds (10 minutes).

When running a stage/match job, if more than one cleanse match server is registered, and if the total number of records to be staged or matched is more than 500, then the job will get distributed in parallel among the available Cleanse Match Servers.

Starting the Cleanse Match Server Tool

To view Cleanse Match Server information (including name, port, server type, and whether the server is on- or off-line):• In the Hub Console, expand the Model workbench and then click Cleanse Match

Server.

The Cleanse Match Server tool displays a list of any configured Cleanse Match Servers.

Batch jobs The Cleanse Match Server pulls the data to be processed into a flat file, processes it, and then uses a bulk loader to write the data back.• For Oracle, it uses the Oracle loader (SQLLDR) utility.• For DB2, it uses the DB2 Load utility.

Mode Type Description

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Cleanse Match Server Properties

When configuring Cleanse Match Servers, you can specify the following settings.

Property Description

Server Host or machine name of the application server on which you deployed Siperian Hub Cleanse Match Server.

Port HTTP port of the application server on which you deployed the Cleanse Match Server.

Cleanse Server Determines whether to use the Cleanse Match Server for cleansing data.• Select (check) this check box to use the Cleanse Match Server for

cleansing data.• Clear (uncheck) this check box if you do not want to use the

Cleanse Match Server for cleansing data.If an ORS has multiple associated Cleanse Match Servers, you can enhance performance by configuring each Cleanse Match Server as either a match-only or a cleanse-only server. Use this option in conjunction with the Match Server check box to implementation this configuration.

Cleanse Mode Mode that the Cleanse Match Server uses for cleansing data. For details, see “Modes of Cleanse Operations” on page 407.

Match Server Determines whether to use the Match Server for matching data.• Check (select) this check box to use the Match Server for

matching data.• Uncheck (clear) this check box if you do not want to use the

Match Server for matching data.If an ORS has multiple associated Cleanse Match Servers, you can enhance performance by configuring each Cleanse Match Server as either a match-only or a cleanse-only server. Use this option in conjunction with the Cleanse Server check box to implementation this configuration.

Match Mode Mode that the Match Server uses for matching data. One of the following values:For details, see “Cleanse Requests” on page 408.

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Adding a New Cleanse Match Server

To add a new Cleanse Match Server:1. Start the Cleanse Match Server tool. To learn more, see “Starting the Cleanse

Match Server Tool” on page 409.

2. Acquire a write lock.To learn more, see “Acquiring a Write Lock” on page 30.

3. In the right pane of the Cleanse Match Server tool, click the button to add a new Cleanse Match Server.

The Cleanse Match Server tool displays the Add/Edit Match Cleanse Server dialog

4. Set the properties for this new Cleanse Match Server. To learn more, see “Cleanse Match Server Properties” on page 410.

If proxy users have been configured for your Siperian Hub implementation, see “Cleanse Match Servers and Proxy Users” on page 408.

5. Click OK.

Offline Determines whether the Cleanse Match Server is offline or online.• Select (check) this check box to take the Cleanse Match Server

offline, making it temporarily unavailable. Once offline, no cleanse jobs are sent to that Cleanse Match Server (servlet).

• Clear (uncheck) this check box to make an offline Cleanse Match Server available again so that Siperian Hub can once again send cleanse jobs to that Cleanse Match Server.

Note: Siperian Hub looks at this field but does not set it. Taking a Cleanse Match Server offline is an administrative action.

Thread Count Overrides the default thread count. The default, recommended, value is 1 thread. Thread counts are defined in the Sipeiran Hub Console and can be changed without having to restart the server.Note: You must change this value after migration from an earlier hub version or all values will default to 1 thread.

CPU Rating Specifies a relative CPU performance rating for the host machine on which this Cleanse Match Server runs. This rating is relevant only in relation to CPU ratings for other host machines on which Cleanse Match Servers are also running.

Property Description

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6. Click the Save button to save your changes.

Editing Cleanse Match Server Properties

To edit Cleanse Match Server properties:1. Start the Cleanse Match Server tool. To learn more, see “Starting the Cleanse

Match Server Tool” on page 409.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Select the Cleanse Match Server that you want to configure.

4. Click the button.

The Cleanse Match Server tool displays the Add/Edit Match Cleanse Server dialog for the selected Cleanse Match Server tool.

5. Change the properties you want for this Cleanse Match Server. To learn more, see “Cleanse Match Server Properties” on page 410.

If proxy users have been configured for your Siperian Hub implementation, see “Cleanse Match Servers and Proxy Users” on page 408.

6. Click OK to apply your changes.

7. Click the Save button to save your changes.

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Deleting a Cleanse Match Server

To delete a Cleanse Match Server:1. Start the Cleanse Match Server tool. To learn more, see “Starting the Cleanse

Match Server Tool” on page 409.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Select the Cleanse Match Server that you want to delete.

4. Click the button.

5. The Cleanse Match Server tool prompts you to confirm deletion. Click OK to delete the server.

Testing the Cleanse Match Server Configuration

Whenever you add or change your Cleanse Match Server information, it is recommended that you check the configuration to make sure that the connection works properly.

To test the Cleanse Match Server configuration:1. Start the Cleanse Match Server tool. To learn more, see “Starting the Cleanse

Match Server Tool” on page 409.

2. Select the Cleanse Match Server that you want to test.

3. Click the button to test the configuration.

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If the test succeeds, the Cleanse Match Server tool displays a window showing the connection information and a success message.

If there was a problem, Siperian Hub will display a window with information about the connection problem.

4. Click OK.

Using Cleanse FunctionsThis section describes how to use cleanse functions to clean data in your Siperian Hub implementation. To learn more, see “About Data Cleansing in Siperian Hub” on page 406.

About Cleanse Functions

In Siperian Hub, you can build and execute cleanse functions that cleanse data. A cleanse function is a function that is applied to a data value in a record to standardize or verify it. For example, if your data has a column for salutation, you could use a cleanse function to standardize all instances of “Doctor” to “Dr.” You can apply cleanse functions successively, or simply assign the output value to a column in the staging table.

Types of Cleanse Functions

In Siperian Hub, each cleanse function is one of the following types:• a Siperian Hub-defined function

• a function defined by your cleanse engine

• a custom cleanse function you define

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The pre-defined functions provide access to specialized cleansing functionality, such as name and address standardization, address decomposition, gender determination, and so on. To learn more, see “Using Cleanse Functions” on page 414.

Libraries

Functions are organized into libraries—Java libraries and user libraries, which are folders used to organize the functions that you can use in the Cleanse Functions tool in the Model workbench. To learn more, see “Configuring Cleanse Libraries” on page 418.

Cleanse Functions are Secure Resources

Cleanse functions can be configured as secure resources and made SECURE or PRIVATE. To learn more, see “Securing Siperian Hub Resources” on page 841.

Available Functions Subject to Cleanse Engine

The functions you see in the Hub Console depend on the cleanse engine that you are using. Siperian Hub shows the cleanse functions that your cleanse engine makes available. Regardless of which cleanse engine you use, the overall process of data cleansing in Siperian Hub is the same.

Starting the Cleanse Functions Tool

The Cleanse Functions tool provides the interface for defining how you cleanse your data.

To start the Cleanse Functions tool:• In the Hub Console, expand the Model workbench and then click Cleanse

Functions.

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The Cleanse Functions tool is divided into two panes:

The functions you see in the left pane depend on the cleanse engine you are using. Your functions may differ from the ones shown in the previous figure.

Cleanse Function Types

Cleanse functions are grouped in the tree according to their type. Cleanse function types are high-level categories that are used to group similar cleanse functions for easier management and access.

Cleanse Function Properties

If you expand the list of cleanse function types in the navigation pane, you can select a cleanse function to display its particular properties.

Pane Description

Navigation pane Shows the cleanse functions in a tree view. Clicking on any node in the tree shows you the appropriate properties page in the right-hand pane.

Properties pane Shows the properties for the selected function. For any of the custom cleanse functions, you can edit properties in the right-hand pane.

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In addition to specific cleanse functions, the Misc Functions include Read Database and Reject functions that provide efficiencies in data management.

Overview of Configuring Cleanse Functions

To define cleanse functions, you complete the following tasks:1. Start the Cleanse Functions tool according to the instructions in “Starting the

Cleanse Functions Tool” on page 415.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Click Refresh to refresh your cleanse library.

4. Create your own cleanse library, which is simply a folder where you keep your custom cleanse functions. See “Configuring Cleanse Libraries” on page 418.

5. Define regular expression functions in the new library, if applicable. See “Configuring Regular Expression Functions” on page 422.

6. Define graph functions in the new library, if applicable. See “Configuring Graph Functions” on page 424.

Field Description

Read Database Allows a map to lookup records directly from a database table.Note: This function is designed to be used when there are many references to the same limited number of data items.

Reject Allows the creator of a map to identify incorrect data and reject the record, noting the reason.

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7. Add cleanse functions to your graph function. See “Adding Functions to a Graph Function” on page 427.

8. Test your functions. See “Testing Functions” on page 437.

Configuring Cleanse Libraries

You can configure either user libraries or Java libraries.

Configuring User Libraries

You can add a User Library when you want to create a customized cleanse function from existing internal or external Siperian cleanse functions.

To add a user cleanse library:1. Start the Cleanse Functions tool according to the instructions in “Starting the

Cleanse Functions Tool” on page 415.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click Refresh to refresh your cleanse library.

4. In the tree, select the Cleanse Functions node.

5. Right-click and choose Add User Library from the pop-up menu.

The Cleanse Functions tool displays the Add User Library dialog.

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6. Specify the following properties:

7. Click OK.

The Cleanse Functions tool displays the new library you added in the list under Cleanse libraries in the navigation pane.

Configuring Java Libraries

To add a Java cleanse library:1. Start the Cleanse Functions tool according to the instructions in “Starting the

Cleanse Functions Tool” on page 415.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click Refresh to refresh your cleanse library.

4. In the tree, select the Cleanse Functions node.

5. Right-click and choose Add Java Library from the pop-up menu.

The Cleanse Functions tool displays the Add Java Library dialog.

6. Specify the JAR file for this library. You can click the Browse button to look for the JAR file.

Field Description

Name Unique, descriptive name for this library.

Description Optional description of this library.

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7. Specify the following properties:

8. If applicable, click the Parameters button to specify any parameters for this library.

The Cleanse Functions tool displays the parameters dialog.

You can add as many parameters as needed for this library.

• To add a parameter, click the button. The Cleanse Functions tool displays the Add Value dialog.

Type a name and value, and then click OK.

Field Description

Name Unique, descriptive name for this library.

Description Optional description of this library.

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• To import parameters, click the button. The Cleanse Functions tool displays the Open dialog, prompting you to select a properties file containing the parameter(s) you want.

The name, value pairs that are imported from the file will be available to the user-defined Java function at run time as elements of its Java properties. This allows you to provide customized values in a generic function, such as “userid” or “target URL”.

9. Click OK.

The Cleanse Functions tool displays the new library in the list under Cleanse libraries in the navigation pane.

To learn about adding graph functions to your library, see “Configuring Graph Functions” on page 424.

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Configuring Regular Expression Functions

This section describes how to configure regular expression functions for your Siperian Hub implementation.

About Regular Expression Functions

In Siperian Hub, a regular expression function allows you to use regular expressions for cleanse operations. Regular expressions are computational expressions that are used to match and manipulate text data according to commonly-used syntactic conventions and symbolic patterns. To learn more about regular expressions, including syntax and patterns, refer to the Javadoc for java.util.regex.Pattern. Alternatively, to define a graph function instead, see “Configuring Graph Functions” on page 424.

Adding Regular Expression Functions

To add a regular expression function:1. Start the Cleanse Functions tool according to the instructions in “Starting the

Cleanse Functions Tool” on page 415.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Right-click a User Library name and choose Add Regular Expression Function.

The Cleanse Functions tool displays the Add Regular Expression dialog.

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4. Specify the following properties:

5. Click OK.

The Cleanse Functions tool displays the new regular expression function under the user library in the list in the left pane, with the properties in the right pane.

Field Description

Name Unique, descriptive name for this regular expression function.

Description Optional description of this regular expression function.

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6. Click the Details tab.

7. If you want, specify an input or output expression by clicking the icon to edit the field, entering a regular expression, and then clicking the icon to apply the change.

8. Click the icon to save your changes.

Configuring Graph Functions

This section describes how to configure graph functions for your Siperian Hub implementation.

About Graph Functions

In Siperian Hub, a graph function is a cleanse function that you can visualize and configure graphically using the Cleanse Functions tool in the Hub Console. You can add any pre-defined functions to a graph function. Alternatively, to define a regular expression function, see “Configuring Regular Expression Functions” on page 422.

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Inputs and Outputs

Graph functions have:• one or more inputs (input parameters)

• one or more outputs (output parameters)

For each graph function, you must configure all required inputs and outputs. Inputs and outputs have the following properties.

Adding Graph Functions

To add a graph function:1. Start the Cleanse Functions tool according to the instructions in “Starting the

Cleanse Functions Tool” on page 415.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Right-click on a User Library name and choose Add Graph Function.

Field Description

Name Unique, descriptive name for this input or output.

Description Optional description of this input or output.

Data Type Data type. Must match exactly. One of the following values:• Boolean—accepts Boolean values only• Date—accepts date values only• Float—accepts float values only• Integer—accepts integer values only• String—accepts any data

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The Cleanse Functions tool displays the Add Graph Function dialog.

4. Specify the following properties:

5. Click OK.

The Cleanse Functions tool displays the new graph function under the library in the list in the left pane, with the properties in the right pane:

Field Description

Name Unique, descriptive name for this graph function.

Description Optional description of this graph function.

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This graph function is empty. To configure it and add functions, see “Adding Functions to a Graph Function” on page 427.

Adding Functions to a Graph Function

You can add as many functions as you want to a graph function. The example in this section shows adding only a single function.

If you already have graph functions defined, you can treat them just like any other function in the cleanse libraries. This means that you can add a graph function inside another graph function. This approach allows you to reuse functions.

To add functions to a graph function:1. Start the Cleanse Functions tool according to the instructions in “Starting the

Cleanse Functions Tool” on page 415.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click your graph function, and then click the Details tab to see the function represented in graphical format.

Workspace

Toolbar

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The area in this tab is referred to as the workspace. You might need to resize the window to see both the input and output on the workspace.

By default, graph functions have one input and one output that are of type string (gray circle). The function that you are defining might require more inputs and/or outputs and different data types. To learn more, see “Configuring Inputs” on page 434 and “Configuring Outputs” on page 435.

4. Right-click on the workspace and choose Add Function from the pop-up menu.

For more on the other commands on this pop-up menu, see “Workspace Commands” on page 432. You can also add or delete these functions using the toolbar buttons.

The Cleanse Functions tool displays the Choose Function to Add dialog.

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5. Expand the folder containing the function you want to add, select the function to add, and then click OK.

Note: The functions that are available for you to add depend on your cleanse engine and its configuration. Therefore, the functions that you see might differ from the cleanse functions shown in the previous figure.

The Cleanse Functions tool displays the added function in your workspace.

Note: Although this example shows a single graph function on the workspace, you can add multiple functions to a cleanse function.

To move a function, click it and drag it wherever you need it on the workspace.

6. Right-click on the function and choose Expanded Mode.

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The expanded mode shows the labels for all available inputs and outputs for this function.

For more on the modes, see “Function Modes” on page 432.

The color of the circle indicates the data type of the input or output. The data types must match. In the following example, for the Round function, the input is a Float value and the output is an Integer. Therefore, the Inputs and Outputs have been changed to reflect the corresponding data types.

To learn more, see “Configuring Inputs” on page 434 and “Configuring Outputs” on page 435.

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7. Mouse-over the input connector, which is the little circle on the right side of the input box. It turns red when ready for use.

8. Click the node and draw a line to one of the function input nodes.

9. Draw a line from one of the function output nodes to the output box node.

10. Click the button to save your changes. To learn about testing your new function, see “Testing Functions” on page 437.

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Workspace Commands

There are several ways to complete common tasks on the workspace.• One way is to use the buttons on the toolbar. To learn more about these buttons,

see “Workspace Buttons” on page 433.

• Another method to access many of the same features is to right-click on the workspace. The right-click menu has the following commands:

Function Modes

Function modes determine how the function is displayed on the workspace. Each function has the following modes, which are accessible by right-clicking the function:

You can cycle through the display modes (compact, standard, and expanded) by double-clicking on the function.

Option Description

Compact Displays the function as a small box, with just the function name.

Standard Displays the function as a larger box, with the name and the nodes for the input and output, but the nodes are not labeled. This is the default mode.

Expanded Displays the function as a large box, with the name, the input and output nodes, and the names of those nodes.

Logging Enabled

Used for debugging. Choosing this option generates a log file for this function when you run a Stage job (see “Stage Jobs” on page 745). The log file records the input and output for every time the function is called during the stage job. There is a new log file created for each stage job.The log file is named <jobID><graph function name>.log and is stored in:\Siperian\hub\cleanse\tmp\<ORS>Note: Do not use this option in production, as it will consume disk space and require performance overhead associated with the disk I/O. To disable this logging, right-click on the function and uncheck Enable Logging.

Delete Object Deletes the function from the graph function.

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Workspace Buttons

The toolbar on the right side of the workspace provides the following buttons.

Using Constants

Constants are useful in cases where you know that you have standardized input. For example, if you have a data set that you know consists entirely of doctors, then you can use a constant to put Dr. in the title. When you use constants in your graph function, they are differentiated visually from other functions by their grey background color.

Button Description

Save changes.

Edit the function inputs.

Edit the function outputs.

Add a function. To learn more, see “Adding Functions to a Graph Function” on page 427.

Add a constant. To learn more, see “Using Constants” on page 433.

Add a conditional execution component. To learn more, see “Using Conditions in Cleanse Functions” on page 438.

Edit the selected component.

Delete the selected component.

Expand the graph. This makes more room for the workspace on the screen by hiding the left pane.

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Configuring Inputs

To add more inputs:1. Start the Cleanse Functions tool according to the instructions in “Starting the

Cleanse Functions Tool” on page 415.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Select the cleanse function that you want to configure.

4. Click the Details tab.

5. Right-click on the input and choose Edit inputs.

The Cleanse Functions tool displays the Inputs dialog.

Note: Once you create an input, you cannot later edit the input to change its type. If you must change the type of an input, create a new one of the correct type and delete the old one.

6. Click the button to add another input.

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The Cleanse Functions tool displays the Add Parameter dialog.

7. Specify the following properties:

8. Click OK.

Add as many inputs as you need for your functions.

Configuring Outputs

To add more outputs:1. Start the Cleanse Functions tool according to the instructions in “Starting the

Cleanse Functions Tool” on page 415.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Select the cleanse function that you want to configure.

4. Click the Details tab.

5. Right-click on the output and choose Edit outputs.

Field Description

Name Unique, descriptive name for this parameter.

Data Type Data type of this parameter.

Description Optional description of this parameter.

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The Cleanse Functions tool displays the Outputs dialog.

Note: Once you create an output, you cannot later edit the output to change its type. If you must change the type of an output, create a new one of the correct type and delete the old one.

6. Click the button to add another output.

The Cleanse Functions tool displays the Add Parameter dialog.

Field Description

Name Unique, descriptive name for this parameter.

Data Type Data type of this parameter.

Description Optional description of this parameter.

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7. Click OK.

Add as many outputs as you need for your functions.

Testing Functions

Once you have added and configured a graph or regular expression function, it is recommended that you test it to make sure it is behaving as expected. This test process mimics a single record coming into the function.

To test your function:1. Start the Cleanse Functions tool according to the instructions in “Starting the

Cleanse Functions Tool” on page 415.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Select the cleanse function that you want to test.

4. Click the Test tab.

The Cleanse Functions tool displays the test screen.

5. For each input, specify the value that you want to test by clicking the cell in the Value column and typing a value that complies with the data type of the input.

• For Boolean inputs, the Cleanse Functions tool displays a true/false drop-down list.

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• For Calendar inputs, the Cleanse Functions tool displays a Calendar button that you can click to select a date from the Date dialog.

6. Click Test.

If the test completed successfully, the output is displayed in the output section.

Using Conditions in Cleanse Functions

This section describes how to add conditions to graph functions.

About Conditional Execution Components

Conditional execution components are similar to the construct of a case (or switch) statement in a programming language. The cleanse function evaluates the condition and, based on this evaluation, applies the appropriate graph function associated with the case that matches the condition. If no case matches the condition, then the default case is used—the case flagged with an asterisk (*).

When to Use Conditional Execution Components

Conditional execution components are useful when, for example, you have segmented data. Suppose a table has several distinct groups of data (such as customers and prospects). You could create a column that indicated the group of which the record is a member. Each group is called a segment. In this example, customers might have C in this column. while prospects would have P. You could use a conditional execution component to cleanse the data differently for each segment. If the conditional value does not meet any of the conditions you specify, then the default case will be executed.

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Adding Conditional Execution Components

To add a conditional execution component:1. Start the Cleanse Functions tool according to the instructions in “Starting the

Cleanse Functions Tool” on page 415.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Select the cleanse function that you want to configure.

4. Right-click on the workspace and choose Add Condition.

The Cleanse Functions tool displays the Edit Condition dialog.

5. Click the button to add a value.

The Cleanse Functions tool displays the Add Value dialog.

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6. Enter a value for the condition. Using the customer and prospect example, you would enter C or P. Click OK.

The Cleanse Functions tool displays the new condition in the list of conditions on the left, as well as in the input box.

Add as many conditions as you require. You do need to specify a default condition—the default case is automatically created when you create a new conditional execution component. However, you can specify the default case with the asterisk (*). The default case will be executed for all cases that are not covered by the cases you specify.

7. Add as many functions as you require to process all of the conditions. To learn more, see “Adding Functions to a Graph Function” on page 427.

8. For each condition—including the default condition—draw a link between the input node to the input of the function. In addition, draw links between the outputs of the functions and the output of your cleanse function.

Note: You can specify nested processing logic in graph functions. For example, you can nest conditional components within other conditional components (such as nested case statements). In fact, you can define an entire complex process containing many conditional tests, each one of which contains any level of complexity as well.

Configuring Cleanse ListsThis section describes how to configure cleanse lists in your Siperian Hub implementation.

About Cleanse Lists

A cleanse list is a logical grouping of string functions that are executed at run time in a predefined order.

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Adding Cleanse Lists

To add a new cleanse list:1. Start the Cleanse Functions tool according to the instructions in “Starting the

Cleanse Functions Tool” on page 415.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click Refresh to refresh your cleanse library. Used with external cleanse engines.

Important: You must choose Refresh after acquiring a write lock and before processing any records. Otherwise, your external cleanse engine will throw an error.

4. Right-click your cleanse library in the list under Cleanse Functions and choose choose Add Cleanse List.

The Cleanse Functions tool displays the Add Cleanse List dialog.

5. Specify the following properties:

6. Click OK.

Field Description

Name Unique, descriptive name for this cleanse list.

Description Optional description of this cleanse list.

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The Cleanse Functions tool displays the details pane for the new (empty) cleanse list on the right side of the screen.

Editing Cleanse List Properties

New cleanse lists are empty lists. You need to edit the cleanse list to add match and output strings.

To edit your cleanse list to add match and output strings:1. Start the Cleanse Functions tool according to the instructions in “Starting the

Cleanse Functions Tool” on page 415.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Select the cleanse list that you want to configure.

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The Cleanse Functions tool displays information about the cleanse list in the right pane.

4. Change the display name and description in the right pane, if you want, by clicking the Edit button next to a value that you want to change.

5. Click the Details tab.

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The Cleanse Functions tool displays the details for the cleanse list.

6. Click the button in the right hand pane.

The Cleanse Functions tool displays the Output String dialog.

7. Specify a search string, an output string, a match type, and click OK.

The search string is the input that you want to cleanse, resulting in the output string.

Important: Siperian Hub will search through the strings in the order in which they are entered. The order in which you specify the items can therefore affect the results obtained. To learn more about the types of matches available, see “Types of String Matches” on page 445.

Note: As soon as you add strings to a cleanse list, the cleanse list is saved.

The strings that you specified are shown in the Cleanse List Details section.

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8. You can add and remove strings. You can also move string forward or backward in the cleanse list, which affects their order in run-time execution sequence and, therefore, the results obtained.

9. You can also specify the “Default value” for every input string that does not match any of the search strings.

If you do not specify a default value, every input string that does not match a search string is passed to the output string with no changes.

Types of String Matches

For the output string, you can specify one of the following match types:

Importing Match Strings

To import match strings (such as a file or a database table):1. Click the button in the right hand pane.

Match Type Description

Exact Match Text string (for example, “IBM”).

Regular Expression Pattern using the syntax for regular expressions (for example, “I.M.*” would match “IBM”, “IB Corp” and “IXM Inc.”) To parse a name field that consists of first, middle, and last names, you could use the following regular expression (\S+$) will give you the last name no matter what name you give it.The regular expression that is typed in as a parameter will be used against the string and the matched output will be sent to the outlet. You can also specify the group number to match an inner group of the regular expression. Refer to the Javadoc for java.util.regex.Pattern for the documentation on the regular expression construction and how groups work.

SQL Match Pattern using the syntax for the LIKE operator in SQL (for example, “I_M%” would match “IBM”, “IBM Corp” and “IXM Inc.”)

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The Import Match Strings wizard opens.

2. Specify the connection properties for the source of the data and click Next.

The Cleanse Functions tool displays a list of tables available for import.

3. Select the table you want to import and click Next.

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The Cleanse Functions tool displays a list of columns available for import.

4. Click the columns you want to import and click Next.

The Cleanse Functions tool displays a list of match strings available for import.

You can import the records of the sample data either as phrases (one entry for each record) or as words (one entry for each word in each record). Choose whether to import the match strings as words or phrases and then click Finish.

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The Cleanse List Details box is now populated with data from the specified source.

Note: The imported match strings are not part of the match list. To add them to the match list, you need to move them to the Search Strings on the right hand side.

• To add match strings to the match list with the match string value in both the Search String and Output String, select the strings in the Match Strings list, and

click the button.

• If you add match strings to the match list with an Output String value that you want to define, simply click the record you added and specify a new Search and Output String.

• To add all Match Strings to the match list, click the button.

• To clear all Match Strings from the match list, click the button.

• Repeat these steps until you have constructed a complete match list.

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5. When you have finished changing the match list properties, click the button to save your changes.

Importing Match Output Strings

To import match output strings, such as a file or a database table:1. Click the button in the right hand pane.

The Import Match Output Strings wizard opens.

2. Specify the connection properties for the source of the data.

3. Click Next.

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The Cleanse Functions tool displays a list of tables available for import.

4. Select the table that you want to import.

5. Click Next.

The Cleanse Functions tool displays a list of columns available for import.

6. Select the columns that you want to import.

7. Click Next.

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The Cleanse Functions tool displays a list of match strings available for import.

8. Click Finish.

The Cleanse List Details box is now populated with data from the specified source.

9. When you have finished changing the match list properties, click the button to save your changes.

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Configuring the Load Process

This chapter explains how to configure the load process in your Siperian Hub implementation. For an introduction, see “Load Process” on page 299.

Chapter Contents• Before You Begin

• Configuration Tasks for Loading Data

• Configuring Trust for Source Systems

• Configuring Validation Rules

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Before You Begin

Before You BeginBefore you begin to configure the load process, you must have completed the following tasks:• Installed Siperian Hub and created the Hub Store according to the instructions in

the Siperian Hub Installation Guide for your platform

• Built the schema according to the instructions in Chapter 5, “Building the Schema”

• Defined source systems according to the instructions in “Configuring Source Systems” on page 348

• Created landing tables according to the instructions in “Configuring Landing Tables” on page 355

• Created staging tables according to the instructions in “Configuring Staging Tables” on page 364

• Learned about the load process described in “Load Process” on page 299

Configuration Tasks for Loading DataIn addition to the prerequisites described in “Before You Begin” on page 454, to set up the process of loading data in your Siperian Hub implementation, you must complete the following tasks in the Hub Console:• “Configuring Trust for Source Systems” on page 455

• “Configuring Validation Rules” on page 468

For additional configuration settings that can affect the load process, see:• “Loading by RowID” on page 394

• “Distinct Systems” on page 595

• “Generate Match Tokens on Load” on page 104

• “Load Process” on page 299

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Configuring Trust for Source SystemsThis section describes how to configure trust in your Siperian Hub implementation. For an introduction, see “Trust Settings” on page 303.

About Trust

Several source systems may contain attributes that correspond to the same column in a base object table. For example, several systems may store a customer’s address. However, one system might be a more reliable source for that data than others. If these systems disagree, then Siperian Hub must decide which value is the best one to use.

To help with comparing the relative reliability of column data from different source systems, Siperian Hub allows you to configure trust for a column. Trust is a designation the confidence in the relative accuracy of a particular piece of data. For each column from each source, you can define a trust level represented by a number between 0 and 100, with zero being the least trustworthy and 100 being the most trustworthy. By itself, this number has no meaning. It becomes meaningful only when compared with another trust number to determine which is higher.

Trust takes into account the age of data, how much its reliability has decayed over time, and the validity of the data. Trust is used to determine survivorship (when two records are consolidated), and whether updates from a source system are sufficiently reliable to update the master record.

Trust Levels

A trust level is a number between 0 and 100. By itself, this number has no meaning. It has meaning only when compared with another trust number.

Data Reliability Decays Over Time

The reliability of data from a given source system can decay (diminish) over time. In order to reflect this fact in trust calculations, Siperian Hub allows you to configure decay characteristics for trust-enabled columns. The decay period is the amount of time that it takes for the trust level to decay from the maximum trust level (see “Maximum

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Trust” on page 459) to the minimum trust level (see “Minimum Trust” on page 459). For more information, see “Units” on page 459, “Decay” on page 459, and “Graph Type” on page 460.

Trust Calculations

The load process calculates trust for trust-enabled columns in the base object. For records with trust-enabled columns, the load process assigns a trust score to cell data. This trust score is initially based on the configured trust settings for that column. The trust score may be subsequently downgraded when the load process applies validation rules—if configured for a trust-enabled column—after the trust calculations. For more information, see “Run-time Execution Flow of the Load Process” on page 304.

Trust Calculations for Load Update Operations

During the load process, if a record in the staging table will be used for a load update operation, and if that record contains a changed cell value in a trust-enabled column, the load process calculates trust scores for:• the cell data in the source record in the staging table (which contains the updated

information)

• the cell data in the target record in the base object (which contains the existing information)

If the cell data in the source record has a higher trust score than the cell data in the target record, then Siperian Hub updates the cell in the base object record with the cell data in the staging table record.

Trust Calculations When Consolidating Two Base Object Records

When two records in a base object are consolidated, Siperian Hub calculates the trust score for each trusted column in the two records being merged. Cells with the highest trust scores survive in the final consolidated record. If the trust scores are the same, then Siperian Hub compares records according to an order of precedence, as described in “Survivorship and Order of Precedence” on page 291.

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Control Tables for Trust-Enabled Columns

The following figure shows control tables associated with trust-enabled columns in a base object.

For each trust-enabled column in a base object record, Siperian Hub maintains a record in a corresponding control table that contains the last update date and an identifier of the source system. Based on these settings, Siperian Hub can always calculate the current trust for the column value.

If history is enabled for a base object, Siperian Hub also maintains a separate history table for the control table, in addition to history tables for the base object and its cross-reference table.

p

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Cell Values in Base Object Records and Cross-Reference Records

The cross-reference table for a base object contains the most recent value from each source system. By default (without trust settings), the base object contains the most recent value no matter which source system it comes from.

For trust-enabled columns, the cell value in a base object record might not have the same value as its corresponding record in the cross-reference table. Validation rules, which are run during the load process after trust calculations, can downgrade trust for a cell so that a source that had previously provided the cell value might not update the cell. For more information about validation rules, see “Configuring Validation Rules” on page 468.

Overriding Trust Scores

Data stewards can manually override a calculated trust setting if they have direct knowledge that a particular value is correct. Data stewards can also enter a value directly into a record in a base object. For more information, see the Siperian Hub Data Steward Guide.

Trust for State-Enabled Base Objects

For state-enabled base objects, trust is calculated for records with a PENDING or ACTIVE state, but records with a DELETE state are ignored. For more information, see Chapter 7, “State Management.”

Batch Job Constraints on Number of Trust-Enabled Columns

Synchronize batch jobs can fail for base objects with a large number of trust-enabled columns. Similarly, Automerge jobs can fail if there is a large number of trust-enabled or validation-enabled columns. The exact number of columns that cause the job to fail is variable and is based on the length of the column names and the number of trust-enabled columns (or, for Automerge jobs, validation-enabled columns as well). Long column names are at—or close to—the maximum allowable length of 26 characters. To avoid this problem, keep the number of trust-enabled columns below 60 and/or the length of the column names short. A work around is to enable all

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trust/validation columns before saving the base object to avoid running the synchronization job.

Trust Properties

This section describes the trust properties that you can configure for trust-enabled columns. Trust properties are configured separately for each source system that could provide records for trust-enabled columns in a base object.

Maximum Trust

The maximum trust (starting trust) is the trust level that a data value will have if it has just been changed. For example, if source system X changes a phone number field from 555-1234 to 555-4321, the new value will be given system X’s maximum trust level for the phone number field. By setting the maximum trust level relatively high, you can ensure that changes in the source systems will usually be applied to the base object.

Minimum Trust

The minimum trust is the trust level that a data value will have when it is old (after the decay period has elapsed). This value must be less than or equal to the maximum trust.

Note: If the maximum and minimum trust are equal, then the decay curve is a flat line and the decay period and decay type have no effect.

Units

Specifies the units used in calculating the decay period—day, week, month, quarter, or year.

Decay

Specifies the number (of days, weeks, months, quarters, or years) used in calculating the decay period.

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Note: For the best graph view, limit the decay period you specify to between 1 and 100.

Graph Type

Decay follows a pattern in which the trust level decreases during the decay period. The graph types show these decay patterns have any of the following settings.

Test Offset Date

By default, the start date for trust decay shown in the Trust Decay Graph is the current system date. To see the impact of trust decay based on a different start date for a given source system, specify a different test offset date according to the instructions in “Changing the Offset Date for a Trust-Enabled Column” on page 466.

Considerations for Setting Trust Values

Choosing the correct trust values can be a complex process. It is not enough to consider one system in isolation. You must ensure that the combinations of trust settings for all of the source systems that contribute to a particular column produce the behavior that you want. Trust levels for a source system are not absolute—they are

Icon Graph Type Description

Linear Simplest decay. Decay follows a straight line from the maximum trust to the minimum trust.

Rapid Initial Slow Later (RISL)

Most of the decrease occurs toward the beginning of the decay period. Decay follows a concave curve. If a source system has this graph type, then a new value from the system will probably be trusted, but this value will soon become much more likely to be overridden.

Slow Initial Rapid Later (SIRL)

Most of the decrease occurs toward the end of the decay period. Decay follows a convex curve. If a source system has this graph type, it will be relatively unlikely for any other system to override the value that it sets until the value is near the end of its decay period.

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meaningful only in relation to the trust levels of other source systems that contribute data for the trust-enabled column.

When determining trust, consider the following questions.• Does the source system validate this data value? How reliably does it do this?

• How important is this data value to the users of the source system, as compared with other data values? Users are likely to put the most effort into validating the data that is central to their work.

• How frequently is the source system updated?

• How frequently is a particular attribute likely to be updated?

Enabling Trust for a Column

Trust is enabled and configured on a per-column basis for base objects in the Schema Manager. Trust does not apply to columns in dependent objects or any other tables in an ORS. For more information, see “Configuring Columns in Tables” on page 125.

Trust is disabled by default. When trust is disabled, Siperian Hub uses the value from the most recently-executed load process regardless of which source system it comes from. If column data for a base object comes from only one system, then trust should remain disabled for that column.

Trust should be enabled, however, for columns in which data can come from multiple source systems. If you enable trust for a column, you also assign trust levels to specify the relative reliability of any source systems that could provide records that update the column.

Select to enable trust

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Assigning Trust Levels to Trust-Enabled Columns

This section describes how to configure trust levels for trust-enabled columns. Assigning Trust Levels to the Admin Source System

Before You Configure Trust for Trust-Enabled Columns

Before you configure trust for trust-enabled columns, you must have:• enabled trust for base object columns according to the instructions in “Enabling

Trust for a Column” on page 461

• configured staging tables in the Schema Manager, including associated source systems and staging table columns that correspond to base object columns, according to the instructions in “Configuring Staging Tables” on page 364

Specifying Trust for the Administration Source System

At a minimum, you must specify trust settings for trust-enabled columns in the administration source system (called Admin by default). This source system represents manual updates that you make within Siperian Hub. This source system can contribute data to any trust-enabled column. Set the trust settings for this source system to high values (relative to other source systems) to ensure that manual updates override any existing values from other source systems. For more information, see “Administration Source System” on page 349.

Assigning Trust Levels to Trust-Enabled Columns in a Base Object

To assign trust levels to trust-enabled columns in a base object:

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1. Start the Systems and Trust tool according to the instructions in “Starting the Systems and Trust Tool” on page 350.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the navigation pane, expand the Trust node.

The Systems and Trust tool displays all base objects with trust-enabled columns.

4. Select a base object.

Navigation Pane Properties Pane

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The Systems and Trust tool displays a read-only view of the trust-enabled columns in the selected base object, indicating with a check mark whether a given source system supplies data for that column.

Note: The association between trust-enabled columns and source systems is specified in the staging tables for this base object. For more information, see “Configuring Staging Tables” on page 364.

5. Expand a base object to see its trust-enabled columns.

6. Select the trust-enabled column that you want to configure.

Trust-Enabled Columns Source Systems

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For the selected trust-enabled column, the Systems and Trust tool displays the list of source systems associated with the column, along with editable trust settings to be configured per source system, and a trust decay graph.

7. Specify the trust properties for each column. For more information, see “Trust Properties” on page 459.

8. Optionally, you can change the offset date, as described as “Changing the Offset Date for a Trust-Enabled Column” on page 466.

9. Click the button to save your changes.

Source Systems Trust Settings Trust Decay Graph

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The Systems and Trust tool refreshes the Trust Decay Graph based on the trust settings you specified for each source system for this trust-enabled column.

The X-axis is the trust score and the Y-axis is the time.

Changing the Offset Date for a Trust-Enabled Column

By default, the Trust Decay Graph shows the trust decay across all source systems from the current system date. You can specify a different date (such as a future date) to test your current trust settings and see how trust would decay from that date. Note that offset dates are not saved.

To change the offset date for a trust-enabled column:1. In the Systems and Trust tool, select a trust-enabled column according to the

instructions in “Assigning Trust Levels to Trust-Enabled Columns in a Base Object” on page 462.

2. Click the Calendar button next to the source system for which you want to specify a different offset date.

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The Systems and Trust tool prompts you to specify a date.

3. Select a different date.

4. Choose OK.

The Systems and Trust tool updates the Trust Decay Graph based on your current trust settings and the Offset Date you specified.

To remove the Offset Date:• Click the Delete button next to the source system for which you want to

remove the Offset Date.

The Systems and Trust tool updates the Trust Decay Graph based on your current trust settings and the current system date.

Running Synchronize Batch Jobs After Changes to Trust Settings

After records have been loaded into a base object, if you enable trust for any column, or if you change trust settings for any trust-enabled column(s) in that base object, then you must run the Synchronize batch job (see “Synchronize Jobs” on page 747) before running the consolidation process. If this batch job is not run, then errors will occur during the consolidation process.

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Configuring Validation Rules

Configuring Validation RulesThis section describes how to configure validation rules in your Siperian Hub implementation. For an introduction, see “Validation Rules” on page 304.

About Validation Rules

A validation rule downgrades trust for a cell value when the cell value matches a given condition. Each validation rule specifies:• a condition that determines whether the cell value is valid

• an action to take if the condition is met (downgrade trust by a certain percentage)

For example, the following validation rule:Downgrade trust on First_Name by 50% if Length < 3’

consists of:• Condition: Length < 3

• Action: Downgrade trust on First_Name by 50%

If the Reserve Minimum Trust flag is set for the column, then the trust cannot be downgraded below the column’s minimum trust. You use the Schema Manager to configure validation rules for a base object.

Validation rules are executed during the load process, after trust has been calculated for trust-enabled columns in the base object. If validation rules have been defined, then the load process applies them to determine the final trust scores, and then uses the final trust values to determine whether to update records in the base object with cell data from the updated records. For more information, see “Run-time Execution Flow of the Load Process” on page 304.

Validation Checks

A validation check can be done on any column in a base object. The downgrade resulting from the validation check can be applied to the same column, as well as to any other

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columns that can be validated. Invalid data in one column can therefore result in trust downgrades on many columns.

For example, supposed you used an address verification flag in which the flag is OK if the address is complete and BAD if the address is not complete. You could configure a validation rule that downgrades the trust on all address fields if the verification flag is not OK. Note that, in this case, the verification flag should also be downgraded.

Required Columns

Validation rules are applied regardless of the source of the incoming data. However, validation rules are applied only if the staging table or if the input—a Services Integration Framework (SIF) request—contains all of the required columns. If any required columns are missing, validation rules are not applied.

Recalculating Trust Scores After Changing Validation Rules

If a base object contains existing data and you change validation rules, you must run the Revalidate job to recalculate trust scores for new and existing data, as described in “Revalidate Jobs” on page 745.

Validation Rules and State-Enabled Base Objects

For state-enabled base objects, validation rules are applied to records with a PENDING or ACTIVE state, but records with a DELETE state are ignored. For more information, see Chapter 7, “State Management.”

Automerge Job Constraints on Number of Validation Columns

Automerge jobs can fail if there is a large number of validation-enabled columns. The exact number of columns that cause the job to fail is variable and is based on the length of the column names and the number of validation-enabled columns. Long column names are at—or close to—the maximum allowable length of 26 characters. To avoid this problem, keep the number of validation-enabled columns below 60 and/or the length of the column names short. A work around is to enable all

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trust/validation columns before saving the base object to avoid running the synchronization job.

Enabling Validation Rules for a Column

A validation rule is enabled and configured on a per-column basis for base objects in the Schema Manager. Validation rules do not apply to columns in dependent objects or any other tables in an ORS. For more information, see “Configuring Columns in Tables” on page 125.

Validation rules are disabled by default. Validation rules should be enabled, however, for any trust-enabled columns that will use validation rules for trust downgrades.

How the Downgrade Percentage is Applied

Validation rules downgrade trust scores according to the following algorithm:Final trust = Trust - (Trust * Validation_Downgrade / 100)

For example, with a validation downgrade percentage of 50%, and a trust level calculated at 60:Final Trust Score = 60 - (60 * 50 / 100)

The final trust score is:Final Trust Score = 60 - 30 = 30

Select to enable validation rules

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Execution Sequence of Validation Rules

Validation rules are executed in sequence. If multiple validation rules are configured for a column, only one validation rule—the rule with the greatest downgrade percentage—is applied to the column. Downgrade percentages are not cumulative—rather, the “winning” validation rule overwrites any previous-applied changes.

Therefore, when configuring multiple validation rules for a column, specify an execution order of increasing downgrade percentage, starting with the validation rule that has the lowest impact (downgrade percentage) first, and ending with the validation rule that has the highest impact (downgrade percentage) last.

Note: The execution sequence for validation rules differs between the load process described in this chapter and PUT requests invoked by external applications using the Services Integration Framework (SIF). For PUT requests, validation rules are executed in order of decreasing downgrade percentage. For more information, see the Siperian Services Integration Framework Guide and the Siperian Hub Javadoc.

Navigating to the Validation Rules Node

To configure validation rules, you navigate to the Validation Rules node for a base object in the Schema Manager:1. Start the Schema Manager according to the instructions in “Starting the Schema

Manager” on page 90.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Expand the tree for the base object that you want to configure, and then click its Validation Rules Setup node.

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The Schema Manager displays the Validation Rules editor.

The Validation Rules editor is divided into the following sections.

Pane Description

Number of Rules Number of configured validation rules for the selected base object.

Validation Rules List of configured validation rules for the selected base object.

Properties Pane Properties for the selected validation rule. For more information, see “Validation Rule Properties” on page 473.

Properties PaneList of Validation Rules

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Validation Rule Properties

Validation rules have the following properties.

Rule Name

A unique, descriptive name for this validation rule.

Rule Type

The type of validation rule. One of the following values.

Rule Type Description

Existence Check Trust will be downgraded if the cell has a null value (the cell value does not exist).

Domain Check Trust will be downgraded if the cell value does not fall within a list or range of allowed values.

Referential Integrity Trust will be downgraded if the value in a cell does not exist in the set of values in a column on a different table. This rule is for use in cases where an explicit foreign key has not been defined, and an incorrect cell value can be allowed if there is no correct cell value that has higher trust.

Pattern Validation Trust will be downgraded if the value in a cell conforms (LIKE) or does not conform (NOT LIKE) to the specified pattern.

Custom Used for entering complex validation rules. This rule type should only be used when SQL functions (such as LENGTH, ABS, etc.) might be required, or if a complex join is required.Note: Custom SQL code must conform with the SQL syntax for your database platform. SQL entered in this pane is not validated at design time. Invalid SQL syntax errors cause problems when the load process executes.

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Rule Columns

For each column, you specify the downgrade percentage and whether to reserve minimum trust.

Downgrade Percentage

Percentage by which the trust level of the specified column will be decreased if this validation rule condition is met. The larger the percentage, the greater the downgrade. For example, 0% has no effect on the trust, while 100% downgrades the trust completely (unless the reserve minimum trust is specified, in which case 100% downgrades the trust so that it equals minimum trust).

If trust is downgraded by 100% and you have not enabled minimum reserve trust for the column, then the value of that column will not be populated into the base object.

Reserve Minimum Trust

Specifies what will happen if the downgrade causes the trust level to fall below the column’s minimum trust level. You can retain the minimum trust (so that the trust level will be reduced to the minimum trust but no lower). If this box is cleared (unchecked), then the trust level will be reduced by the specified percentage even if this means going below the minimum trust.

Rule SQL

Specifies the SQL WHERE clause representing the condition for this validation rule. During the load process, the validation rule is executed. If data meets the criteria specified in the Rule SQL field, then the trust value is downgraded by the downgrade percentage configured for this validation rule.

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SQL WHERE Clause Based on the Rule Type

The Validation Rules editor prompts you to configure the SQL WHERE clause based on the selected Rule Type for this validation rule.

During the load process, this query is used to check the validity of the data in the staging table.

List of Table Columns

Expression

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Example SQL WHERE Clauses

The following table provides examples of SQL WHERE clauses based on the selected rule type.Examples of WHERE Clause for Each Rule Type

Rule Type WHERE clause Examples Result

Existence Check

WHERE S.ColumnName IS NULL

WHERE S.MIDDLE_NAME IS NULL

Affected columns will be downgraded for records with middle names that are null. The records that do not meet the condition will not be affected.

Domain Check

WHERE S.ColumnName IN ('?', '?', '?')

WHERE S.Gender NOT IN ('M', 'F', 'U')

Affected columns will be downgraded if the Gender is any value other than M, F, or U.

Referential Integrity

WHERE NOT EXISTS (SELECT <blank>’a’ FROM ? WHERE ?.? = S.<Column_Name>

WHERE NOT EXISTS (SELECT <blank> 'a' FROM <Ref_Table> WHERE <Ref_Table>.<Ref_Column> = S.<Column_Name>

WHERE NOT EXISTS (SELECT DISTINCT 'a' FROM ACCOUNT_TYPE WHERE ACCOUNT_TYPE.Account_Type = S.Account_Type

Affected columns will be downgraded for records with Account Type values that are not on the Account Type table.

Pattern Validation

WHERE S.ColumnName LIKE 'Pattern'

WHERE S.eMail_Address NOT LIKE '%@%'

Downgrade will be applied if the e-mail address does not contain an @ character.

Custom WHERE WHERE LENGTH(S.ZIP_CODE) > 4

Downgrade will be applied if the length of the zip code column is less than 4.

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Table Aliases and Wildcards

You can use the wildcard character (*) to reference tables via an alias.• s.* aliases the staging table

• I.* aliases a temporary table and provides ROWID_OBJECT, PKEY_SRC_OBJECT, and ROWID_SYSTEM information for the records being updated.

Custom Rule Types and SQL WHERE Syntax

For Custom rule types, write SQL statements that are well formed and well tuned. If you need more information about SQL WHERE clause syntax and wild card patterns, refer to the product documentation for the database platform used in your Siperian Hub implementation.

Note: Be sure to specify precedence correctly using parentheses according to the SQL syntax for your database platform. Incorrect or omitted parentheses can have unexpected results and long-running queries. For example, the following statement is ambiguous and leaves it up to the database server to determine precedence:WHERE conditionA OR conditionB or conditionC

The following statements use parentheses to explicitly specify precedence:WHERE (conditionA AND conditionB) OR conditionC

WHERE conditionA AND (conditionB OR conditionC)

These two statements will yield very different results when evaluating records.

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Adding Validation Rules

To add a validation rule:1. Navigate to the Validation Rules editor. For more information, see “Navigating to

the Validation Rules Node” on page 471.

2. Click the button.

The Schema Manager displays the Add Validation Rule dialog.

3. Specify the properties for this validation rule. For more information, see “Validation Rule Properties” on page 473.

4. If you want, select the rule column(s) for this validation rule by clicking the button.

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The Validation Rules editor displays the Select Rule Columns dialog.

The available columns are those that have the Validate flag enabled (see “Column Properties” on page 127. For more information, see “Configuring Columns in Tables” on page 125.

Select the column(s) for which the trust level will be downgraded if the condition specified in the WHERE clause for this validation rule is met, and then click OK.

5. Click OK.

The Schema Manager adds the new rule to the list of validation rules.

Note: If a base object contains existing data and you change validation rules, you must run the Revalidate job to recalculate trust scores for new and existing data, as described in “Revalidate Jobs” on page 745.

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Editing Validation Rule Properties

To edit a validation rule:1. Navigate to the Validation Rules editor in the Schema Manager. For more

information, see “Navigating to the Validation Rules Node” on page 471.

2. In the Navigation Rules list, select the navigation rule that you want to configure.

The Validation Rules editor displays the properties for the selected validation rule.

3. Specify the editable properties for this validation rule. You cannot change the rule type. For more information, see “Validation Rule Properties” on page 473.

4. If you want, select the rule column(s) for this validation rule by clicking the button.

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The Validation Rules editor displays the Select Rule Columns dialog.

The available columns are those that have the Validate flag enabled (see “Column Properties” on page 127. For more information, see “Configuring Columns in Tables” on page 125.

Select the column(s) for which the trust level will be downgraded if the condition specified in the WHERE clause for this validation rule is met, and then click OK.

5. Click the button to save changes.

Note: If a base object contains existing data and you change validation rules, you must run the Revalidate job to recalculate trust scores for new and existing data, as described in “Revalidate Jobs” on page 745.

Changing the Sequence of Validation Rules

The execution order for validation rules is extremely important. For more information, see “Execution Sequence of Validation Rules” on page 471.

Use the following buttons to change the sequence of validation rules in the list.

Click To....

Move the selected validation rule higher in the sequence.

Move the selected validation rule further down in the sequence.

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Removing Validation Rules

To remove a validation rule:1. Navigate to the Validation Rules editor in the Schema Manager. For more

information, see “Navigating to the Validation Rules Node” on page 471.

2. In the Validation Rules list, select the validation rule that you want to remove.

3. Click the button.

The Schema Manager prompts you to confirm deletion.

4. Click Yes.

Note: If a base object contains existing data and you change validation rules, you must run the Revalidate job to recalculate trust scores for new and existing data, as described in “Revalidate Jobs” on page 745.

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14

Configuring the Match Process

This chapter describes how to configure your Hub Store to identify and handle potential duplicate records. For an introduction to the match process, see “Match Process” on page 317.

Chapter Contents• Configuration Tasks for the Match Process

• Navigating to the Match/Merge Setup Details Dialog

• Configuring Match Properties for a Base Object

• Configuring Match Paths for Related Records

• Configuring Match Columns

• Configuring Match Rule Sets

• Configuring Match Column Rules for Match Rule Sets

• Configuring Primary Key Match Rules

• Investigating the Distribution of Match Keys

• Excluding Records from the Match Process

483

Before You Begin

Before You BeginBefore you begin, you must have installed Siperian Hub, created the Hub Store according to the instructions in Siperian Hub Installation Guide, and built the schema according to the instructions in Chapter 5, “Building the Schema.”

Configuration Tasks for the Match ProcessThis section provides an overview of the configuration tasks associated with the match process. For an introduction to the match process, see “Match Process” on page 317.

Understanding Your Data

Before you define match rules, you must be very familiar with your data and understand:• the distribution of the values in the columns you intend to use to determine

duplicate records, and

• the general proportion of the total number of records that are duplicates.

Base Object Properties Associated with the Match Process

The following base object properties affect the behavior of the match process.

Property Description

Duplicate Match Threshold

Used only with the Match for Duplicate Data job for initial data loads. For more information, see “Duplicate Match Threshold” on page 103.

Max Elapsed Match Minutes

Timeout (in minutes) when executing a match rule. If exceeded, the match process exits. For more information, see “Max Elapsed Match Minutes” on page 103.

Match Flag audit table

If enabled, then an audit table (BusinessObjectName_FMHA) is created and populated with the userID of the user who, in Merge Manager, queued a manual match record for automerging. For more information, see “Match Flag Audit Table” on page 105 and the Siperian Hub Data Steward Guide.

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Configuration Steps for Defining Match Rules

To define match rules:1. Configure the match properties for the base object. For more information, see

“Setting Match Properties” on page 488.

2. Define your match columns. For more information, see “Match Columns Depend on the Search Strategy” on page 515.

3. Define a match rule set for your match rules. For more information, see “Adding Match Rule Sets” on page 538.

4. Define your match rules for the rule set. For more information, see “Adding Match Column Rules” on page 565.

5. Repeat steps 3 and 4 until you are finished creating match rules.

6. Based on your knowledge of your data, determine whether you require matching based on primary keys. For more information, see “Configuring Primary Key Match Rules” on page 578.

7. If your data is appropriate for primary key matching, create your primary key match rules. For more information, see “Adding Primary Key Match Rules” on page 578.

8. Tune your rules. This is an iterative process by which you apply your match rules to a representative data set, analyze the results, and adjust your settings to optimize the match performance.

Configuring Base Objects with International Data

Siperian Hub supports matching for base objects that contain data from non-United States populations, as well as base objects that contain data from different populations (for example, the United States and China). For more information, see “Configuring Match Settings for Non-US Populations” on page 941.

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Navigating to the Match/Merge Setup Details Dialog

Navigating to the Match/Merge Setup Details DialogTo set up the match and merge process for a base object, begin by completing the following steps:1. Start the Schema Manager. For more information, see “Starting the Schema

Manager” on page 90.

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

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

The Schema Manager displays the Match/Merge Setup Details dialog, as shown in the following example.

If you want to change settings, you need to Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

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Navigating to the Match/Merge Setup Details Dialog

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. For more information, see “Configuring Match Properties for a Base Object” on page 488.

Paths Allows you to configure the match path for parent/child relationships for records in different base objects or in the same base object. For more information, see “Configuring Match Paths for Related Records” on page 497.

Match Columns Allows you to configure match columns for match column rules. To learn more, see “Configuring Match Columns” on page 515 and “Configuring Match Column Rules for Match Rule Sets” on page 542.

Match Rule Sets Allows you to define a search strategy and rules using match rule sets. For more information, see “Configuring Match Rule Sets” on page 531.

Primary Key Match Rules

Allows you to define primary key match rules. For more information, see “Configuring Primary Key Match Rules” on page 578.

Match Key Distribution

Shows the distribution of match keys. For more information, see “Investigating the Distribution of Match Keys” on page 583.

Merge Settings Allows you to merge and link settings. For more information, see Chapter 15, “Configuring the Consolidate Process.”

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Configuring Match Properties for a Base Object

Configuring Match Properties for a Base ObjectYou must set the match properties for a base object before you can configure other match features, such as match columns and match rules. These match properties apply to all rules for the base object.

Setting Match Properties

You configure match properties for each base object. These settings apply to all of its match rules and rule sets.

To configure match properties for a base object:1. In the Schema Manager, display the Match/Merge Setup Details dialog for the base

object that you want to configure according to the instructions in “Navigating to the Match/Merge Setup Details Dialog” on page 486.

2. In the Match/Merge Setup Details pane, click the Properties tab.

The Schema Manager displays the Properties tab.

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3. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

For a description of each property, see the next section, “Match Properties” on page 490.

4. Edit the property settings that you want to change, clicking the Edit button next to the field if applicable.

5. Click the Save button to save your changes.

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Match Properties

This section describes the configuration settings on the Match Properties tab.

Calculated, Read-Only Fields

The Match Properties tab displays the following read-only fields.

Maximum Matches for Manual Consolidation

This setting helps prevent data stewards from being overwhelmed with thousands of matches for manual consolidation. This sets the limit on the list of possible matches that must be decided upon by a data steward (default is 1000). Once this limit is reached, Siperian Hub stops the match process until the number of records for manual consolidation has been reduced.

This value is calculated by checking the count of records with a consolidation_ind=2. At the end of each automatch and merge cycle, this count is checked and, if the count exceeds the maximum number of matches for manual consolidation, then the automatch-and-merge process will exit.

Read-Only Match Properties

Property Description

Match Columns Number of match columns configured for this base object. Read-only.

Match Rule Sets Number of match rule sets configured for this base object. Read-only.

Match Rules in Active Set Number of match rules configured for this base object in the rule set currently selected as active. Read-only.

Primary key match rules Number of primary key match rules configured for this base object. Read-only.

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Number of Rows per Match Job Batch Cycle

This setting specifies an upper limit on the number of records that Siperian Hub will process for matching during match process execution (Match or Auto Match and Merge jobs). When the match process starts executing, it begins by flagging records to be included in the match job batch. From the pool of new/unconsolidated records that are ready for match (CONSOLIDATION_IND=4, as described in “Consolidation Indicator” on page 289), the match process changes CONSOLIDATION_IND to 3. The number of records flagged is determined by the Number of Rows per Match Job Batch Cycle. The match process then matches those records in the match job batch against all of the records in the base object.

The number of records in the match job batch affects how long the match process takes to execute. The value to specify depends on the size of your data set, the complexity of your match rules, and the length of the time window you have available to run the match process. The default match batch size is low (10). You increase this based on the number of records in the base object, as well as the number of matches generated for those records based on its match rules.• The lower your match batch size, the more times you will need to run the match

and consolidation processes.

• The higher your match batch size, the more work each match and consolidation process does.

For each base object, there is a medium ground where you reach the optimal match batch size. You need to identify this optimal batch size as part of performance tuning in your environment. Start with a match batch size of 10% of the volume of records to be matched and merged, run the match job only, see how many matches are generated by your match rules, and then adjust upwards or downwards accordingly.

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Accept All Unmatched Rows as Unique

Enable (set to Yes) this feature to have Siperian Hub mark as unique (CONSOLIDATION_IND=1) any records that have been through the match process, but for which no matches were identified. If enabled, for such records, Siperian Hub automatically changes their state to consolidated (changes the consolidation indicator from 2 to 1). Consolidated records are removed from the data steward’s queue via the Automerge batch job.

By default, this option is disabled. In a development environment, you might want this option disabled, for example, while iteratively testing and tuning match rules to determine which records are found to be unique for a given set of match rules.

This option should always be enabled in a production environment. Otherwise, you can end up with a large number of records with a consolidation indicator of 2. If this backlog of records exceeds the Maximum Matches for Manual Consolidation setting (see “Maximum Matches for Manual Consolidation” on page 490), then you will need to process these records first before you can continue matching and consolidating other records.

For more information, see:• “Initial Data Loads and Incremental Loads” on page 302

• “Consolidation Indicator” on page 289

• “Accept Non-Matched Records As Unique” on page 715

• “Automerge Jobs” on page 717

• “Autolink Jobs” on page 715

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Match/Search Strategy

Select the match/search strategy to specify the reliability of the match versus the performance you require. Select one of the following options.

An exact strategy is faster, but an exact match will miss some matches if the data is imperfect. The best option to choose depends on the characteristics of the data, your knowledge of the data, and your particular match and consolidation requirements.

Certain configuration settings the Match / Merge Setup tab apply to only one type of base object. In this document, such features are indicated with a graphic that shows whether it applies to fuzzy-match base objects only (as in the following example), or exact-match base objects only. No graphic means that the feature applies to both.

Note: The match / search strategy is configured at the base object level. For more information about the match / search strategy configured at the match rule level, see “Match / Search Strategy” on page 544.

Strategy Option Description

Fuzzy Probabilistic match that takes into account spelling variations, possible misspellings, and other differences that can make matching records non-identical. This is the primary means of matching data in a base object. Referred to in this document as fuzzy-match base objects.Note: If you specify a Fuzzy match/search strategy, you must specify a fuzzy match key.

Exact Matches only records with identical values in the match column(s). If you specify an exact match, you can define only exact-match columns for this base object (exact-match base objects cannot have fuzzy-match columns). Referred to in this document as exact-match base objects.

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Fuzzy Population

If the match/search strategy is Fuzzy, then you must select a population, which defines certain characteristics about the records that you are matching. Data characteristics can vary from country to country. By default, Siperian Hub comes with the US population, but Siperian provides standard populations per country. If you require another population, contact Siperian support. If you chose an exact match/search strategy, then this value is ignored.

Populations perform the following functions for matching:• accounts for the inevitable variations and errors that are likely to exist in name,

address, and other identification data

For example, the population for the US has some intelligence about the typical identification numbers used in US data, such as the social security number. Populations also have some intelligence about the distribution of common names. For example, the US population has a relatively high percentage of the surname Smith. But a population for a non-English-speaking country would not have Smith among the common names.

• specifies how Siperian Hub builds match tokens, which are described in “Match Keys and the Tokenization Process” on page 322

• specifies how search strategies and match purposes operate on the population of data to be matched

Match Only Previous Rowid Objects

If this setting is enabled (checked), then Siperian Hub matches the current records against records with lower ROWID_OBJECT values. For example, if the current record has a ROWID_OBJECT value of 100, then the record will be matched only against other records in the base object with a ROWID_OBJECT value that is less than 100 (ignoring all records with a ROWID_OBJECT value that is higher than 100).

Using this feature can reduce the number of matches required and speed performance. However, if PUTs are executed, or if records are inserted out of rowid order, then

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records might not be fully matched. You must assess the trade-off between performance and match quantity based on the characteristics of your data and your particular match requirements. By default, this option is disabled (unchecked).

Match Only Once

Available only for fuzzy key matching and only if “Match Only Previous Rowid Objects” is checked (selected). If Match Only Once is enabled (checked), then once a record has found a match, Siperian Hub will not match it any further within this search range (the set of similar match key values). Using this feature can reduce duplicates and increase performance. Instead of finding every match for a record in a search range, Siperian Hub can find a single match for each. In subsequent match cycles, the merge process will put these into large groups of XREF records associated with the base object.

By default, this option is unchecked (disabled). If this feature is enabled, however, you can miss matches. For example, suppose record A matches record B, and record A matches record C, but record B and C do not match. You must assess the trade-off between performance and match quantity based on the characteristics of your data and your particular match requirements.

Dynamic Match Analysis Threshold

During the match process, dynamic match analysis determines whether the match process will take an unacceptably long period of time. This threshold value specifies the maximum acceptable number of comparisons.

To enable the dynamic match threshold, specify a non-zero value. Enable this feature if you have data that is very similar (with high concentrations of matches) to reduce the amount of work expended for a hot spot in your data. A hotspot is a group of records representing overmatched data—a large intersection of matches. If Dynamic Match Analysis Threshold is enabled, then records that produce more than the specified number of potential match candidates will be skipped during the match process. By default, this option is zero (disabled).

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Before conducting a match on a given search range, Siperian Hub calculates the number of search records (records being searched for matches), and multiplies it by the number of file records (the number of records returned from the match key table that need to be compared). If the result is greater than the specified Dynamic Match Analysis Threshold, then no comparisons are performed on that range of data, and the range is noted in the application server log for further investigation.

Enable Match on Pending Records

By default, the match process includes only ACTIVE records and ignores PENDING records. For state management-enabled objects, select this check box to include PENDING records in the match process. Note that, regardless of this setting, DELETED records are ignored by the match process. For more information, see “Enabling Match on Pending Records” on page 214.

Reset Link Properties for Link-style Base Objects

For link-style base objects only, you can unlink consolidated records and requeue them for match. This can be configured to occur automatically on load update, or manually by via the Reset Links batch job. For more information, see “Reset Links Jobs” on page 744.

For link-style base objects only, the Schema Manager displays the following properties.

Property Description

Allow prompt for reset of match links when match rules / columns are changed

Specifies whether to prompt for a reset of match links when configuration settings for match rules or match columns are changed.

Allow reset of match links for updated data

Specifies whether the reset links prompt applies to updated data (load updates). This prompt is triggered automatically upon load update.

Allow reset of links to include consolidated records

Specifies whether the reset links process applies to consolidated records.Note: The reset links process always applies to unconsolidated records.

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Supporting Long ROWID_OBJECT Values

If a base object has such a large number of records that the ROWID_OBJECT values might exceed 12 digits or more, you need to explicitly enable support for longer values in the Cleanse Match Server. To enable the Cleanse Match Server to use long Rowid Object values, edit the cmxcleanse.properties file and configure the cmx.server.bmg.use_longs setting:

cmx.server.bmg.use_longs=1

By default, this option is disabled.

Configuring Match Paths for Related RecordsThis section describes how to configure match paths for related records, which are used for matching in your Siperian Hub implementation.

About Match Paths

This section describes match paths and related concepts.

Match Paths

A match path allows you to traverse the hierarchy between records—whether that hierarchy exists between base objects (inter-table paths) or within a single base object (intra-table paths). Match paths are used for configuring match column rules involving related records in either separate tables or in the same table.

Allow reset of links to include manually linked records

Specifies whether manually-linked records are included by the reset links process. Autolinked records are always included.Note: This setting affects the scope of all other reset links settings.

Property Description

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Foreign Key Relationships and Filters

Configuring match paths that point to other records involves two main components:

Relationship Base Objects

In order to configure match rules for these kinds of relationships, particularly many-to-many relationships, you need create a separate base object that serves as a relationship base object to describe to Siperian Hub the relationships between records. You populate this relationship base object with information about the relationships using a data management tool (outside of Siperian Hub) rather than using the Siperian Hub processes (land, stage, and load, as described in Chapter 9, “Siperian Hub Processes.”).

You configure a separate relationship base object for each type of relationship. You can include additional attributes of the relationship type, such as start date, end date, and other relationship details. The relationship base object defines a match path that enables you to configure match column rules.

Important: Do not run the match and consolidation processes on a base object that is used to define relationships between records in inter-table or intra-table match paths. Doing so will change the relationship data, resulting in the loss of the associations between records.

Inter-Table Paths

An inter-table path defines the relationship between records in two different base objects. In many cases, this relationship can be defined simply by configuring a foreign key relationship: a key column in the child base object points to the primary key of the

Component Description

foreign key relationships

Used to traverse the relationships to other records. Allows you to specify parent-to-child and child-to-parent relationships.

filters (optional) Allow you to selectively include or exclude records based on values in a given column, such as ADDRESS_TYPE or PARTY_TYPE. For more information, see “Configuring Filters for Match Paths” on page 511.

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parent base object. For more information, see “Configuring Foreign-Key Relationships Between Base Objects” on page 140.

In some cases, however, the relationship between records can be more complex, requiring an intermediary base object that defines the relationship between records in the two tables.

Example Base Objects for Inter-Table Paths

Consider the following example in which a Siperian Hub implementation has two base objects:

In this example, there is the potential for many-to-many relationships:• A person could have multiple addresses, such as a home and work address.

• A single address could have multiple persons, such as a workplace or home.

In order to configure match rules for this kind of relationship between records in different base objects, you would create a separate base object (such as PersAddrRel) that describes to Siperian Hub the relationships between records in the two base objects.

Columns in the Example Base Objects

Suppose the Person base object had the following columns:

Base Object Description

Person Contains any type of person, such as employees for your organization, employees for some other organizations (prospects, customers, vendors, or partners), contractors, and so on.

Address Contains any type of address—mailing, shipping, home, work, and so on.

Column Type Description

ROWID_OBJECT CHAR(14) Primary key. Uniquely identifies this person in the base object.

TYPE CHAR(14) Type of person, such as an employee or customer contact.

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Suppose the Address base object had the following columns:

To define the relationship between records in the two base objects, the PersonAddrRel base object could have the following columns:

NAME VARCHAR(50) Person’s name (simplified for this example).

EMPLOYER VARCHAR(50) Person’s employer.

... ... ...

Column Type Description

ROWID_OBJECT CHAR(14) Primary key. Uniquely identifies this employee.

TYPE CHAR(14) Type of address, such as their home, work, mailing, or shipping address.

NAME VARCHAR(50) Name of the individual or organization residing at this address.

ADDRESS_1 VARCHAR(50) First address line.

ADDRESS_2 VARCHAR(50) Second address line.

CITY VARCHAR(50) City

STATE_PROV VARCHAR(50) State or province

POSTAL_CODE VARCHAR(50) Postal code

... ... ...

Column Type Description

ROWID_OBJECT CHAR(14) Primary key. Uniquely identifies this person in the base object.

PERS_FK CHAR(14) Foreign key to the ROWID_OBJECT column in the Person base object.

ADDR_FK CHAR(14) Foreign key to the ROWID_OBJECT column in the Address base object.

Column Type Description

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Note that the column type of the foreign key columns—CHAR(14)—matches the primary key to which they point.

Example Configuration Steps

After you have configured the relationship base object (PersonAddrRel), you would complete the following tasks:1. Configure foreign keys from this base object to the ROWID_OBJECT of the

Person and Address base objects. For more information, see “Configuring Foreign-Key Relationships Between Base Objects” on page 140.

2. Load the PersAddrRel base object with data that describes the relationships between records, as shown in the following example.

ROWID_OBJECT PERS_FKEY ADDR_FKEY

1 380 132

2 480 920

3 786 432

4 786 980

5 12 1028

6 922 1028

7 1302 110

... ... ...

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In this example, note that Person #786 has two addresses, and that Address #1028 has two persons.

3. Use the PersonAddrRel base object when configuring match column rules for the related records. For more information, see “Configuring Match Column Rules for Match Rule Sets” on page 542.

Intra-Table Paths

Within a base object, parent/child relationships can exist between individual records. Siperian Hub allows you to clarify relationships between records in the same base object, and then use those relationships when configuring column match rules.

Example Base Object for Intra-Table Paths

Consider the following example of an Employee base object in which reporting relationships exist between employees.

The relationships among employees is hierarchical. The CEO is at the top of the hierarchy, representing what is called the global ultimate parent record.

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Columns in the Example Base Object

Suppose the Employee base object had the following columns:

Create a Relationship Base Object

In order to configure match rules for this kind of object, you would create a separate base object to describe to Siperian Hub the relationships between records. For example, you could create and configure a EmplRepRel base object with the following columns:

Note that the column type of the foreign key columns—CHAR(14)—matches the primary key to which they point.

Example Configuration Steps

After you have configured this base object, you must complete the following tasks:

Column Type Description

ROWID_OBJECT CHAR(14) Primary key. Uniquely identifies this employee in the base object.

NAME VARCHAR(50) Employee name.

TITLE VARCHAR(50) Employee’s job title.

... ... ...

Column Type Description

ROWID_OBJECT CHAR(14) Primary key. Uniquely identifies this relationship record.

EMPLOYEE_FK CHAR(14) Foreign key to the ROWID_OBJECT of the employee record.

REPORTS_TO_FK CHAR(14) Foreign key to the ROWID_OBJECT of a manager record.

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1. Configure foreign keys from this base object to the ROWID_OBJECT of the Employee base object. For more information, see “Configuring Foreign-Key Relationships Between Base Objects” on page 140.

2. Load this base object with data that describes the relationships between records, as shown in the following example.

Note that you can define many-to-many relationships between records. For example, the employee whose ROWID_OBJECT is 31 reports to two different managers (ROWID_OBJECT=82 and ROWID_OBJECT=71), while this

ROWID_OBJECT EMPLOYEE REPORTS_TO

1 7 93

2 19 71

3 24 82

4 29 82

5 31 82

6 31 71

7 48 16

8 53 12

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manager (ROWID_OBJECT=82) has three reports (ROWID_OBJECT=24, 29, and 31).

3. Use the EmplRepRel base object when configuring match column rules for the related records according to the instructions in “Configuring Match Column Rules for Match Rule Sets” on page 542.

For example, you could create a match rule that takes into account the employee’s manager to produce more accurate matches.

Note: This example used a REPORTS_TO field to define the relationship, but you could use piece of information to associate the records—even something more generic and flexible like RELATIONSHIP_TYPE.

Navigating to the Paths Tab

To navigate to the Paths tab for a base object:1. In the Schema Manager, navigate to the Match/Merge Setup Details dialog for the

base object that you want to configure. For more information, see “Navigating to the Match/Merge Setup Details Dialog” on page 486.

2. Click the Paths tab.

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The Schema Manager displays the Paths tab.

Sections of the Paths Tab

The Paths tab has two sections:

Root Base Object

The root base object is displayed automatically in the Path Components section of the screen and is always available. The root base object represents an entity without child or parent relationships. If you want to configure match rules that involve parent or child records, you need to explicitly add path components to the root base object, and

Section Description

Path Components Configure the foreign keys used to traverse the relationships. For more information, see “Configuring Path Components” on page 507.

Filters Configure filters used to include or exclude records for matching. For more information, see “Configuring Filters for Match Paths” on page 511.

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these relationships must have been configured beforehand (see “Configuring Foreign-Key Relationships Between Base Objects” on page 140).

Configuring Path Components

This section describes how to configure path components in the Schema Manager. Path components provide a way to define the connection between parent and child tables using foreign keys for the purpose of using columns from that table in a match column.

Properties of Path Components

This section describes properties of path components.

Display Name

The name of this path component as it will be displayed in the Hub Console.

Physical Name

Actual name of the path component in the database. Siperian Hub will suggest a physical name for the path component based on the display name that you enter.

Check For Missing Children

The Check for Missing Children check box instructs Siperian Hub to either allow for missing child records (enabled, the default) or to require all parent records to have child records.

Setting Description

Enabled (Checked)

If you might have some missing child records and you have rules that do not include columns in the tables that might be missing records.

Disabled (Unchecked)

If all of your rules use the child columns and do not have null match enabled. In this case, checking for missing children does not add any value, and it can have an negative impact on performance.

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If you are certain that your data is complete (parent records have child records), and you include the parent in the child match rule, then inter-table matching works as expected. However, if your data tends to contain parent records that are missing child records, or if you do not include the parent column in the child match rule, you must check (select) the Check for Missing Children check box in the path component associated with this match column rule to ensure that an outer join occurs when Siperian Hub checks for records to match.

Note: If the Check for Missing Children option is enabled, Siperian Hub performs an outer join between the parent and child tables, which can have a performance impact. Therefore, when not needed, it is more efficient to disable this option.

Constraints

Property Description

Table List of tables in the schema.

Direction Direction of the foreign key:• Parent-to-Child• Child-to-Parent• N/A

Foreign Key On Column to which the foreign key points. This column can be either in a different base object or the same base object.

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Adding Path Components

To add a path component:1. In the Schema Manager, navigate to the Paths tab according to the instructions in

“Navigating to the Paths Tab” on page 505.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the Path Components section, click the Add button.

The Schema Manager displays the Add Path Component dialog.

4. Specify the properties for this path component. For more information, see “Properties of Path Components” on page 507.

5. Click OK.

6. Click the button to save your changes.

Editing Path Components

To edit a path component:1. In the Schema Manager, navigate to the Paths tab according to the instructions in

“Navigating to the Paths Tab” on page 505.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the Path Components tree, select the path component that you want to delete.

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4. In the Path Components section, click the button.

The Schema Manager displays the Edit Path Component dialog.

5. Specify the properties for this path component. You can change the following values:

• Display Name (see “Display Name” on page 507)

• Check for Missing Children (see “Check For Missing Children” on page 507)

6. Click OK.

7. Click the button to save your changes.

Deleting Path Components

You can delete path components but not the root base object. To delete a path component:1. In the Schema Manager, navigate to the Paths tab according to the instructions in

“Navigating to the Paths Tab” on page 505.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the Path Components tree, select the path component that you want to delete.

4. In the Path Components section, click the button.

The Schema Manager prompts you to confirm deletion.

5. Click Yes.

6. Click the button to save your changes.

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Configuring Filters for Match Paths

This section describes how to configure filters for match paths in the Schema Manager.

About Filters

In match paths, a filter allows you to selectively determine whether to include or exclude records for matching based on values in a given column. When you define a filter for a column, you specify the filter condition with one or more values that determine which records qualify for match processing. For example, if you have an Address base object that contains both shipping and billing addresses, you might configure a filter that includes only billing addresses for matching and ignores the shipping addresses. During execution, the match process will match records in the match batch with billing address records only.

Filter Properties

In Siperian Hub, filters have the following properties.

Example Filter

For example, if you wanted to match only on mailing addresses in an Address base object, you could specify:

Setting Description

Column Column to configure in the currently-selected base object.

Operator Operator to use for this filter. One of the following values:• IN—Include columns that contain the specified values.• NOT IN—Exclude columns that contain the specified values.

Values One or more values to use for this filter.

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In this example, only mailing addresses would qualify for matching—records in which the COLUMN field contains “MAILING”. All other records would be ignored.

Adding Filters

If you add multiple filters, Siperian Hub evaluates the entire expression using the logical AND operator. For example,

xExpr AND yExpr AND zExpr

To add a filter:1. In the Schema Manager, navigate to the Paths tab according to the instructions in

“Navigating to the Paths Tab” on page 505.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the Filters section, click the Add button.

The Schema Manager displays the Add Filter dialog.

4. Specify the properties for this path component. For more information, see “Properties of Path Components” on page 507.

Setting Example Value

Column ADDR_TYPE

Operator IN

Values MAILING

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5. Specify the value(s) for this filter according to the instructions in “Editing Values for a Filter” on page 513.

6. Click the button to save your changes.

Editing Values for a Filter

To edit values for a filter:1. Do one of the following:

• Add a filter. For more information, see “Adding Filters” on page 512.

• Edit filter properties. For more information, see “Editing Filter Properties” on page 513.

2. In either the Add Filter or Edit Filter dialog, click the button next to the Values field.

The Schema Manager displays the Edit Values dialog.

3. Configure the values for this filter.

• To add a value, click the button. When prompted, specify a value and then click OK.

• To delete a value, select it in the Edit Values dialog, click the button, and then click Yes when prompted to delete the value.

4. Click OK.

5. Click the button to save your changes.

Editing Filter Properties

To edit filter properties:1. In the Schema Manager, navigate to the Paths tab according to the instructions in

“Navigating to the Paths Tab” on page 505.

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2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the Filters section, click the button.

The Schema Manager displays the Add Filter dialog.

4. Specify the properties for this path component. For more information, see “Properties of Path Components” on page 507.

5. Specify the value(s) for this filter according to the instructions in “Editing Values for a Filter” on page 513.

6. Click the button to save your changes.

Deleting Filters

To delete a filter:1. In the Schema Manager, navigate to the Paths tab according to the instructions in

“Navigating to the Paths Tab” on page 505.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the Filters section, select the filter that you want to delete, and then click the button.

The Schema Manager prompts you to confirm deletion.

4. Click Yes.

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Configuring Match ColumnsThis section describes how to configure match columns so that you can use them in match column rules (see “Configuring Match Column Rules for Match Rule Sets” on page 542). If you want to configure primary key match rules instead, see the instructions in “Configuring Primary Key Match Rules” on page 578.

About Match Columns

A match column is a column that you want to use in a match rule, such as name or address columns. Before you can use a column in rule definitions, you must first designate it as a column that can be used in match rules, and provide information about the data it contains. To learn more, see “Match Columns Depend on the Search Strategy” on page 515.

Match Column Types

There are two types of columns used in match rules:

Match Columns Depend on the Search Strategy

The types of match columns that you can configure depend on the type of the base object that you are configuring (see “Exact-match and Fuzzy-match Base Objects” on

Column Type Description

Fuzzy Probabilistic match. Suitable for columns containing data that varies in spelling, abbreviations, word sequence, completeness, reliability, and other inconsistencies. Examples include street addresses and names of people or organizations.

Exact Deterministic match. Suitable for columns containing consistent and predictable patterns. Exact match columns match only on identical data. Examples include IDs, postal codes, industry codes, or any other well-defined piece of information.

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page 320). The type of base object is defined by the selected match / search strategy (see “Match/Search Strategy” on page 493).

Path Component

The path component is either the source table to use for a match column definition, or the match path used to navigate a hierarchy of records. Match paths are used for configuring match column rules involving related records in either separate tables or in the same table. Before you can specify a path component, the match path must be configured. For more information, see “Configuring Match Paths for Related Records” on page 497.

To specify a path component for a match column:1. Click the key next to the Path Component field.

The Schema Manager displays the Select Match Path Component dialog.

2. Select the match path component.

3. Click OK.

Match Strategy Description

Fuzzy-match base objects Allows you to configure fuzzy-match columns as well as exact-match columns. For more information, see “Configuring Match Columns for Fuzzy-match Base Objects” on page 519.

Exact-match base objects Allows you to configure exact-match columns but not fuzzy-match columns. For more information, see “Configuring Match Columns for Exact-match Base Objects” on page 527.

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Field Types

For fuzzy-match columns, the field name drop-down list displays the following field types. For more information, see “Adding Exact-match Columns for Fuzzy-match Base Objects” on page 525.Field Types

Field Name Description

Address_Part1 Includes the part of address up to, but not including, the locality last line. The position of the address components should be the normal word order used in your data population. Pass this data in one field. Depending on your base object, you may concatenate these attributes into one field before matching. For example, in the US, an Address_Part1 string includes the following fields: Care-of + Building Name + Street Number + Street Name + Street Type + Apartment Details. Address_Part1 uses methods and options designed specifically for addresses.

Address_Part2 Locality line in an address. For example, in the US, a typical Address_Part2 includes: City + State + Zip (+ Country). Matching on Address_Part2 uses methods and options designed specifically for addresses.

Attribute1, Attribute2 Two general purpose fields. These fields are matched using a general purpose, string matching algorithm that compensates for transpositions and missing characters or digits.

Date Matches any type of date, such as date of birth, expiry date, date of contract, date of change, creation date, and so on. It expects the date to be passed in Day+Month+Year format. It supports the use or absence of delimiters between the date components. Matching on dates uses methods and options designed specifically for dates. It overcomes the typical error and variation found in this data type.

ID Matches any type of ID number, such as: Account number, Customer number, Credit Card number, Drivers License number, Passport, Policy number, SSN or other identity code, VIN, and so on. It uses a string matching algorithm that compensates for transpositions and missing characters or digits.

Organization_Name Matches the names of organizations, such as company names, business names, institution names, department names, agency names, trading names, and so on. This field supports matching on a single name or on a compound name (such as a legal name and its trading style). You may also use multiple names (for example, a legal name and a trading style) in a single Organization_Name column for the match.

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Selecting Multiple Columns for Matching

If you specify more than one column for matching:• Values are concatenated into the field used by the match purpose, with a space

inserted between each value. For example, you can select first, middle, last, and suffix columns in your base object. The concatenated fields will look like this (a space follows the last word in the string):first middle last suffix

For example:Anna Maria Gonzales MD

• For data containing spaces or null data:

• If there are spaces in the data, then the spaces remain and the field is not NULL.

• If all the fields are null, then the combined value is null.

• If any component on the combined field is null, then no extra space will be added to replace the null.

Person_Name Matches the names of people. Use the full person name. The position of the first name, middle names, and family names, should be the normal word order used in your population. For example, in English-speaking countries, the normal order is: First Name + Middle Name(s) + Family Name(s). Depending on your base object design, you can concatenate these fields into one field before matching. This field supports matching on a single name, or an account name (such as JOHN & MARY SMITH). You may also use multiple names, such as a married name and a former name.

Postal_Area Can be used to place more emphasis on the postal code than if it were included in the Address_Part2 field. It is for all types of postal codes, including Zip codes. It uses a string matching algorithm that compensates for transpositions and missing characters or digits.

Telephone_Number Used to match telephone numbers. It uses a string matching algorithm that compensates for transpositions and missing digits or area codes.

Field Types (Cont.)

Field Name Description

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Note: Concatenating columns is not recommended for exact match columns.

Configuring Match Columns for Fuzzy-match Base Objects

Fuzzy-match base objects can have both fuzzy and exact-match columns. For exact-match base objects instead, see “Configuring Match Columns for Exact-match Base Objects” on page 527.

Navigating to the Match Columns Tab for a Fuzzy-match Base Object

To define match columns for a fuzzy-match base object:1. In the Schema Manager, select the fuzzy-match base object that you want to

configure.

2. Click the Match/Merge Setup node. For more information, see “Navigating to the Match/Merge Setup Details Dialog” on page 486.

3. Click the Match Columns tab.

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The Schema Manager displays the Match Columns tab for the fuzzy-match base object.

The Match Columns tab for a fuzzy-match base object has the following sections.

Property Description

Fuzzy Match Key Properties for the fuzzy match key. For more information, see “Configuring Fuzzy Match Key Properties” on page 521.

Match Columns Match columns and their properties:• Field Name (see “Field Types” on page 517)• Column Type (see “Match Column Types” on page 515)• Path Component (see “Path Component” on page 516)• Source Table—table referenced in the path component, or the

base object (if the path component is root)

Match Column Contents

List of available columns in the base object, as well as columns that have been selected for match.

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Configuring Fuzzy Match Key Properties

This section describes how to configure the match column properties for fuzzy-match base objects (see “Match/Search Strategy” on page 493).

Key Types

The match key type describes important characteristics about a column to Siperian Hub. Siperian Hub has some intelligence about names and addresses, so this information helps Siperian Hub generate keys correctly and conduct better searches. This is the main criterion for the search that builds the initial list of potential match candidates. This key type should be based on the main type of data that is in physical column(s) that make up the fuzzy match key.

For a fuzzy-match base object, you can select one of the following key types:

Note: Key types are based on the population you select. The above list of key types applies to the default population (US). Other populations might have different key types. If you require another population, contact Siperian support.

Key Type Description

Person_Name Used if your fuzzy match key contains data for individuals only.

Organization_Name Used if your fuzzy match key contains data for organizations only, or if it contains data for both organizations and individuals.

Address_Part1 Used if your fuzzy match key contains address data to be consolidated.

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Key Widths

The match key width determines how fast the searches are, the number of possible match candidates returned, and how much disk space the keys consume. Key widths apply to fuzzy match objects only.

Steps to Configure Fuzzy Match Key Properties

To configure fuzzy match key properties for a fuzzy-match base object:1. In the Schema Manager, navigate to the Match Columns tab according to the

instructions in “Navigating to the Match Columns Tab for a Fuzzy-match Base Object” on page 519.

Key Width Description

Standard Appropriate for most fuzzy match keys, balancing reliability and space usage.

Extended Might result in more match candidates, but at the cost of longer processing time to generate keys. This option provides some additional matching capability due to the concatenation of columns. This key width works best when:• your data set is not extremely large• your data set is not complete• you have sufficient resources to handle the processing time and disk

space requirements

Limited Trades some match reliability for disk space savings. This option might result in fewer match candidates, but searches can be faster. This option works well if you are willing to undermatch for faster searches that use less disk space for the keys. Limited keys match fewer records with word-order variations than standard keys. This choice provides a subset of the Standard key set, but might be the best option if disk space is restricted or the data volume is extremely large.

Preferred Generates a single key per base object record. This option trades some match reliability for performance (reduces the number of matches that need to be performed) and disk space savings (reduces the size of the match key table). Depending on characteristics of the data, a preferred key width might result in fewer match candidates.

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2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Configure the following settings for this fuzzy-match base object.

4. Click the Save button to save your changes.

Adding a Fuzzy-match Column for Fuzzy-match Base Objects

To define a fuzzy-match column for a fuzzy-match base object:1. In the Schema Manager, navigate to the Match Columns tab. For more

information, see “Navigating to the Match Columns Tab for a Fuzzy-match Base Object” on page 519.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. To add a fuzzy-match column, click the button.

Property Description

Key Type Type of field primarily used in the match. This is the main criterion for the search that builds the initial list of potential match candidates. This key type should be based on the main type of data stored in the base object. For more information, see “Key Types” on page 521.

Key Width Size of the search range for which keys are generated. For more information, see “Key Widths” on page 522.

Path Component Path component for this fuzzy match key. This is a table containing the column(s) to designate as the key type: Base Object, Child Base Object table, or Cross-reference table. For more information, see “Path Component” on page 516.

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The Schema Manager displays the Add Fuzzy-match Column dialog.

4. Specify the following settings.

5. Specify the base object column(s) for the fuzzy match.

To add a column to the Selected Columns list, select a column name and then click the right arrow button.

Note: If you add multiple columns, the values are concatenated, with a separator space between values. For more information, see “Selecting Multiple Columns for Matching” on page 518.

6. Click OK.

Property Description

Match Path Component

Match path component for this fuzzy-match column. For a fuzzy-match column, the source table can be the parent table, a parent cross-reference table, or any child base object table. For more information, see “Path Component” on page 516.

Field Name Name of this field as it will be displayed in the Hub Console. For fuzzy match columns, this is a drop-down list where you can select the type of data in the match column being defined, as described in “Field Types” on page 517.

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The Schema Manager adds the match column to the Match Columns list.

7. Click the Save button to save your changes.

Adding Exact-match Columns for Fuzzy-match Base Objects

To define an exact-match column for a fuzzy-match base object:1. In the Schema Manager, navigate to the Match Columns tab. For more

information, see “Navigating to the Match Columns Tab for a Fuzzy-match Base Object” on page 519.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. To add an exact-match column, click the button.

The Schema Manager displays the Add Exact-match Column dialog.

4. Specify the following settings.

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5. Specify the base object column(s) for the exact match.

To add a column to the Selected Columns list, select a column name and then click the right arrow.

Note: If you add multiple columns, the values are concatenated, with a separator space between values. For more information, see “Selecting Multiple Columns for Matching” on page 518.

Note: Concatenating columns is not recommended for exact match columns.

6. Click OK.

The Schema Manager adds the match column to the Match Columns list.

7. Click the Save button to save your changes.

Editing Match Column Properties for Fuzzy-match Base Objects

Instead of editing match column properties, you must:• delete the match column, as described in “Deleting Match Columns for

Fuzzy-match Base Objects” on page 526

• add a new match column, specifying the settings that you want, as described in “Adding Exact-match Columns for Fuzzy-match Base Objects” on page 525

Deleting Match Columns for Fuzzy-match Base Objects

To delete a match column for a fuzzy-match base object:1. In the Schema Manager, navigate to the Match Columns tab. For more

information, see “Navigating to the Match Columns Tab for a Fuzzy-match Base Object” on page 519.

Property Description

Match Path Component

Match path component for this exact-match column. For an exact-match column, the source table can be the parent table and / or child physical columns. For more information, see “Path Component” on page 516.

Field Name Name of this field as it will be displayed in the Hub Console.

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2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the Match Columns list, select the match column that you want to delete.

4. Click the button.

The Schema Manager prompts you to confirm deletion.

5. Click Yes.

6. Click the Save button to save your changes.

Configuring Match Columns for Exact-match Base Objects

Before you define match column rules, you must define the match columns on which they will be based. Exact-match base objects can have only exact-match columns. For more information about configuring match columns for fuzzy-match base objects instead, see “Configuring Match Columns for Fuzzy-match Base Objects” on page 519.

Navigating to the Match Columns Tab for an Exact-match Base Object

To define match columns for an exact-match base object:1. In the Schema Manager, display the Match/Merge Setup Details dialog for the

exact-match base object that you want to configure. For more information, see “Navigating to the Match/Merge Setup Details Dialog” on page 486.

2. Click the Match Columns tab.

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Configuring Match Columns

The Schema Manager displays the Match Columns tab for the exact-match base object.

The Match Columns tab for an exact-match base object has the following sections.

Property Description

Match Columns Match columns and their properties:• Field Name• Column Type (see “Match Column Types” on page 515)• Path Component (see “Path Component” on page 516)• Source Table—table referenced in the path component, or the

base object (if the path component is root)

Match Column Contents

List of available columns and columns selected for matching.

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Adding Match Columns for Exact-match Base Objects

You can add only exact-match columns for exact-match base objects. Fuzzy-match columns are not allowed.

To add an exact-match column for an exact-match base object:1. In the Schema Manager, navigate to the Match Columns tab. For more

information, see “Navigating to the Match Columns Tab for an Exact-match Base Object” on page 527.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. To add an exact-match column, click the button.

The Schema Manager displays the Add Exact-match Column dialog.

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4. Specify the following settings.

5. Specify the base object column(s) for the exact match.

To add a column to the Selected Columns list, select a column name and then click the right arrow.

Note: If you add multiple columns, the values are concatenated, with a separator space between values. For more information, see “Selecting Multiple Columns for Matching” on page 518.

Note: Concatenating columns is not recommended for exact match columns.

6. Click OK.

The Schema Manager adds the selected match column(s) to the Match Columns list.

7. Click the Save button to save your changes.

Editing Match Column Properties for Exact-match Base Objects

Instead of editing match column properties, you must:1. Delete the match column, as described in “Deleting Match Columns for

Exact-match Base Objects” on page 531.

2. If you want to add a match column with the same name, click the Save button to save your changes first.

3. Add a new match column, specifying the settings that you want, as described in “Adding Match Columns for Exact-match Base Objects” on page 529.

Property Description

Match Path Component

Match path component for this exact-match column. For an exact-match column, the source table can be the parent table and / or child physical columns. For more information, see “Path Component” on page 516.

Field Name Name of this field as it will be displayed in the Hub Console.

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Deleting Match Columns for Exact-match Base Objects

To delete a match column for an exact-match base object:1. In the Schema Manager, navigate to the Match Columns tab. For more

information, see “Navigating to the Match Columns Tab for an Exact-match Base Object” on page 527.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the Match Columns list, select the match column that you want to delete.

4. Click the button.

The Schema Manager prompts you to confirm deletion.

5. Click Yes.

6. Click the Save button to save your changes.

Configuring Match Rule SetsThis section describes how to configure match rule sets for your Siperian Hub implementation.

About Match Rule Sets

A match rule set is a logical collection of match column rules (see “Configuring Match Column Rules for Match Rule Sets” on page 542) that have some properties in common. Match rule sets are associated with match column rules only—not primary key match rules (which are described in “Configuring Primary Key Match Rules” on page 578).

Match rule sets allow you to execute different sets of match column rules at different times. The match process uses only one match rule set per execution. To match using a different match rule set, the match rule set must be selected and the match process must be executed again.

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Configuring Match Rule Sets

Note: Only one match column rule in the match rule set needs to succeed in order to declare a match between records.

What Match Rule Sets Specify

Match rule sets include:• a search level that dictates the search strategy

• any number of automatic and manual match column rules

• optionally, a filter that allows you to selectively include or exclude records from the match batch during the match process

Multiple Match Rule Sets and the Specified Default

You can configure any number of rule sets. When users want to run the Match batch job, they select one rule set from the list of rule sets that have been defined for the base object.

For more information about choosing match rule sets, see “Selecting a Match Rule Set” on page 737.

In the Schema Manager, you designate one match rule set as the default.

Default (*)

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When to Use Match Rule Sets

Match rule sets allow you to accommodate different match column rule requirements at different times. For example, you might use one match rule set for an initial data load and a different match rule set for subsequent incremental loads. Similarly, you might use one match rule set to process all records, and another match rule set with a filter to process just a subset of records (see “Filtering SQL” on page 536).

Rule Set Evaluation

Before saving any changes to a match rule set (including any changes to match rules in the match rule set), the Schema Manager analyzes the match rule set and prompts you with a warning message if the match rule set has any issues, as shown in the following example.

Note: This is only a warning message. You can choose to ignore the message and save changes anyway.

Example issues include a match rule set that:• is identical to an already existing match rule set

• is empty—no match column rules have been added

• contains no fuzzy-match column rules for a fuzzy-match base object

• contains one or more fuzzy-match columns but no exact-match column (can impact match performance)

• contains fuzzy and exact-match columns with the same source columns

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Match Rule Set Properties

This section describes the properties for match rule sets.

Name

The name of the rule set. Specify a unique, descriptive name.

Search Levels

Used with fuzzy-match base objects only. When you configure a match rule set, you define a search level that instructs Siperian Hub on how stringently and thoroughly to search for candidate matches.

The goal of the match process is to find the optimal number of matches for your data:• not too few (called undermatching), which misses relevant matches, or

• not too many (called overmatching), which generates too many matches, including matches that are not relevant

For any name or address in a fuzzy match key, Siperian Hub uses the defined search level to generate different key ranges for the purpose of determining which records are possible match candidates—and to which records the match column rules will be applied.

You can choose one of the following search levels:

Search Level Description

Narrow Most stringent level in searching for possible match candidates.This search level is fast, but it can result in fewer matches than other search levels might generate and possibly result in undermatching. Narrow can be appropriate if your data set is relatively correct and complete, or for very large data sets with highly matchy data.

Typical Appropriate for most rule sets.

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The search level you choose should be determined by the size of your data set, your time constraints, and how critical the matches are. Depending on your circumstances and requirements, it is sometimes more appropriate to undermatch, while at other times, it is more appropriate to overmatch. Implementations dealing with relatively reliable and complete data can use the Narrow level, while implementations dealing with less reliable data or with more critical problems should use Exhaustive or Extreme.

The search level might also differ depending on the phase of a project. It might be necessary to have a looser level (exhaustive or extreme) for initial matching, and tighten as the data is deduplicated.

Enable Search by Rules

This setting specifies whether searching by rules is enabled (checked) or not (unchecked, the default). Used with fuzzy-match base objects only and applies only to the SIF searchMatch request. The searchMatch request searches for records in a package based on match column and rule definitions. The searchMatch request uses the columns in these records to generate match columns that are used by the match server to find match candidates. For more information about searchMatch, see the Siperian Services Integration Framework Guide and the Siperian Hub Javadoc.

By default, when an application calls the SIF searchMatch request, all possible match columns are generated from the package or mapping records specified in the request,

Exhaustive Generates a larger set of possible match candidates than the Typical level. This can result in more matches than other search levels might generate, possibly result in overmatching, and take more time. This level might be appropriate for smaller data sets that are less complete.

Extreme Generates a still larger set of possible match candidates, which can result in overmatching and take more much more time. This level might be appropriate for smaller data sets that are less complete, or to identify the highest possible number of matching records.

Search Level Description

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and the match is performed by treating all columns with equal weight. You can enable this option, however, to allow applications to specify input match columns, in which case the searchMatch API ignores any columns that were not passed as part of the request. You might use this feature if, for example, you were using a custom population definition and wanted to call the searchMatch API with a particular set of rules.

Enable Filtering

Specifies whether filtering is enabled for this match rule set.• If checked (selected), allows you to define a filter (see “Filtering SQL” on page

536) for this match rule set. When running a Match job, users can select the match rule set (see “Selecting a Match Rule Set” on page 737) with a filter defined so that the Match job processes only the subset of records that meet the filter criteria.

• If unchecked (not selected), then all records will be processed by the match rule set when the Match batch job runs.

For example, if you had an Organization base object that contained multiple types of organizations (customers, vendors, prospects, partners, and so on), you could define different match rule sets that selectively processed only the type of records you want to match: MatchAll (no filter), MatchCustomersOnly, MatchVendorsOnly, and so on.

Filtering SQL

By default, when the Match batch job is run (see “Match Jobs” on page 734), the match rule set processes all records. If the Enable Filtering check box (see “Enable Filtering” on page 536) is selected (checked), you can specify a filter condition to restrict processing to only those rules that meet the filter condition. A filter is analogous to a WHERE clause in a SQL statement. The filter expression can be any expression that is valid for the WHERE clause syntax used in your database platform.

Note: The match rule set filter is applied to the base object records that are selected for the match batch only (the records to match from)—not the records in the match pool (the records to match to). For more information, see “Flagging the Match Batch” on page 329.

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For example, suppose your implementation had an Organization base object that contained multiple types of organizations (customers, vendors, prospects, partners, and so on). Using filters, you could define a match rule set (MatchCustomersOnly) that processed customer data only.

org_type=’C’

All other, non-customer records would be ignored and not processed by the Match job.

Note: It is the administrator’s responsibility to specify an appropriate SQL expression that correctly filters records during the Match job. The Schema Manager validates the SQL syntax according to your database platform, but it does not check the logic or suitability of your filter condition.

Match Rules

This area of the window displays a list of match column rules that have been configured for the selected match rule set. For more information, see “Configuring Match Column Rules for Match Rule Sets” on page 542.

Navigating to the Match Rule Set Tab

To navigate to the Match Rule Set tab:1. In the Schema Manager, display the Match/Merge Setup Details dialog for the base

object that you want to configure. For more information, see “Navigating to the Match/Merge Setup Details Dialog” on page 486.

2. Click the Match Rule Sets tab.

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Configuring Match Rule Sets

The Schema Manager displays the Match Rule Sets tab for the selected base object.

The Match Rule Sets tab consists of the following sections:

Adding Match Rule Sets

To add a new match rule set:1. In the Schema Manager, display the Match Rule Sets tab in the Match/Merge

Setup Details dialog for the base object that you want to configure. For more information, see “Navigating to the Match Rule Set Tab” on page 537.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click the button.

The Schema Manager displays the Add Match Rule Set dialog.

4. Enter a unique, descriptive name for this new match rule set.

Search Level Description

Match Rule Sets List of configured match rule sets.

Properties Properties for the selected match rule set.

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5. Click OK.

The Schema Manager adds the new match rule set to the list.

6. Configure the match rule set according to the instructions in the next section, “Editing Match Rule Set Properties” on page 539.

Editing Match Rule Set Properties

To edit the properties of a match rule set:1. In the Schema Manager, display the Match Rule Sets tab in the Match/Merge

Setup Details dialog for the base object that you want to configure. For more information, see “Navigating to the Match Rule Set Tab” on page 537.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Select the match rule set that you want to configure.

The Schema Manager displays its properties in the properties panel.

• The following example shows the properties for a fuzzy-match base object.

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• The following example shows the properties for an exact-match base object.

4. Configure properties for this match rule set. For more information, see “Match Rule Set Properties” on page 534.

5. Configure match columns for this match rule set according to the instructions in “Configuring Match Column Rules for Match Rule Sets” on page 542.

6. Click the Save button to save your changes.

Before saving changes, the Schema Manager analyzes the match rule set and prompts you with a message if the match rule set contains certain incongruences. For more information, see “Rule Set Evaluation” on page 533.

7. If you are prompted to confirm saving changes, click OK button to save your changes.

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Renaming Match Rule Sets

To rename a match rule set:1. In the Schema Manager, display the Match Rule Sets tab in the Match/Merge

Setup Details dialog for the base object that you want to configure. For more information, see “Navigating to the Match Rule Set Tab” on page 537.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Select the match rule set that you want to rename.

4. Click the button.

The Schema Manager displays the Edit Rule Set Name dialog.

5. Specify a unique, descriptive name for this match rule set.

6. Click OK.

The Schema Manager updates the name of the match rule set in the list.

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Deleting Match Rule Sets

To delete a match rule set:1. In the Schema Manager, display the Match Rule Sets tab in the Match/Merge

Setup Details dialog for the base object that you want to configure. For more information, see “Navigating to the Match Rule Set Tab” on page 537.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Select the name of the match rule set that you want to delete.

4. Click the button.

The Schema Manager prompts you to confirm deletion.

5. Click Yes.

The Schema Manager removes the deleted match rule set, along with all of the match column rules it contains, from the list.

Configuring Match Column Rules for Match Rule Sets

This section describes how to configure match column rules for a match rule set in your Siperian Hub implementation. For more information about match rules sets, see “Configuring Match Rule Sets” on page 531. For more information about the difference between match column rules and primary key rules, see “Configuring Primary Key Match Rules” on page 578.

About Match Column Rules

A match column rule determines what constitutes a match during the match process. Match column rules determine whether two records are similar enough to consolidate. Each match rule is defined as a set of one or more match columns that it needs to examine for points of similarity. Match rules are configured by setting the conditions for identifying matching records within and across source systems. For more information, see “About the Match Process” on page 317.

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Prerequisites for Configuring Match Column Rules

You can configure match column rules only after you have:• configured the columns that you intend to use in your match rules, as described in

“Configuring Match Columns” on page 515

• created at least one match rule set, as described in “Configuring Match Rule Sets” on page 531

Match Column Rules Differ Between Exact-Match and Fuzzy-Match Base Objects

The properties for match column rules differ between exact match and fuzzy-match base objects (see “Exact-match and Fuzzy-match Base Objects” on page 320).• For exact-match base objects, you can configure only exact column types.

• For fuzzy-match base objects, you can configure fuzzy or exact column types. For more information, see “Match Rule Properties for Fuzzy-match Base Objects Only” on page 544.

Specifying Consolidation Options for Matched Records

For each match column rule, decide whether matched records should be automatically or manually consolidated. For more information, see “Specifying Consolidation Options for Match Column Rules” on page 574 and “Consolidating Records Automatically or Manually” on page 336.

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Match Rule Properties for Fuzzy-match Base Objects Only

This section describes match rule properties for fuzzy-match base objects. These properties do not apply to exact-match base objects.

Match / Search Strategy

For fuzzy-match base objects, the match / search strategy defines the strategy that Siperian Hub uses for searching and matching in the match rule. Select one of the following options:

Certain configuration settings on the Match / Merge Setup tab apply to only one type of column. In this document, such features are indicated with a graphic that shows whether it applies to fuzzy-match columns only (as in the following example), or exact-match columns only. No graphic means that the feature applies to both.

The match / search strategy determines how to match candidate A with candidate B using fuzzy or exact methods. The match / search strategy can affects the quantity and quality of the match candidates. An exact match / search strategy requires clean and

Strategy Option Description

Fuzzy Probabilistic match that takes into account spelling variations, possible misspellings, and other differences that can make matching records non-identical.

Exact Matches only records that are identical.

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complete data—it might miss some matches if the data is less clean, incomplete, or full of duplicates. When defining match rule properties, you must find the optimal balance between finding all possible candidates, and not encumber the process with too many irrelevant candidates.

Note: This match / search strategy is configured at the match rule level. For more information about the match / search strategy configured at the base object level (which determines whether it is a fuzzy-match base object or exact-match base object), see “Match/Search Strategy” on page 493.

When specifying the match / search strategy for a fuzzy-match base object, consider the implications of configuring the following types of match rules:

Match Purpose

For fuzzy-match base objects, the match purpose defines the primary goal behind a match rule. For example, if you're trying to identify matches for people where address is an important part of determining whether two records are for the same person, then you would choose the Match Purpose called Resident.

For every match rule you define, you must choose the purpose of the rule from a list of predefined match purposes provided by Siperian. Each match purpose contains knowledge about how best to compare two records to achieve the purpose of the match. Siperian Hub uses the selected match purpose as a basis for applying the match rules to determine matched records. The behavior of the rules is dependent on the

Type of Match Rule Applies to

Fuzzy - Fuzzy Search Strategy

Fuzzy and exact-match columns.

Exact - Exact Search Strategy

Exact-match columns only. This option bypasses the fuzziness of the base object and executes a simple exact match rule on a fuzzy base object.

Filtered - Fuzzy Search Strategy

Exact-match columns only. This option uses the fuzzy match key as a filter, and then applies the exact match rule.

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selected purpose. The list of available match purposes depends on the population used, as described in “Fuzzy Population” on page 494,

What the Match Purpose Determines

The match purpose determines:• how your match rules behave

• which columns are required

• how much attention Siperian Hub pays to each of the columns used in the match process

Two rules with all attributes identical (except for the purpose) will return different sets of matches because of the different purpose.

Mandatory and Optional Fields

Each match purpose supports a combination of mandatory and optional fields. Each field is weighted according to its influence in the match decision. Some fields in some purposes may be grouped. There are two types of groupings:• Required—requires at least one of the field members to be non-null

• Best of—contributes only the best score from the fields in the group to the overall match score

For example, in the Individual match purpose:• Person_Name is a mandatory field

• One of either ID Number or Date of Birth is required

• Other attributes are optional

The overall score returned by each purpose is calculated by adding the participating field scores multiplied by their respective weight and divided by the total of all field weights. If a field is optional and is not provided, it is not included in the weight calculation.

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Name Formats

Siperian Hub match has the concept of a default name format which tells it where to expect the last name. The options are:• Left—last name is at the start of the full name, for example Smith Jim

• Right—last name is at the end of the full name, for example, Jim Smith

The name format used by Siperian Hub depends on the purpose that you're using. If you are using Organization, then the default is Last name, First name, Middle name. If using Person/Resident then the default is First Middle Last.

Bear this in mind when formatting data for matching. It might not make a big difference, but there are edge cases where it helps, particularly for names that do not fall within the selected population.

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List of Match Purposes

Siperian supplies the following match purposes:Match Purpose Settings

Match Purpose Description

Person_Name This purpose is for matches intended to identify a person by name. This purpose is best suited to online searches when a name-only lookup is required and a human is available to make the choice. Matching in batch typically requires other attributes in addition to name to make match decisions. Use this purpose only when the rule does not contain address fields. This purpose will allow matches between people with an address and those without an address. If the rules contain address fields, use the Resident purpose instead.This purpose uses the following fields:• Person_Name (Required)• Address_Part1• Address_Part2• Postal_Area• Telephone_Number• ID• Date• Attribute1• Attribute2Unless otherwise indicated, fields are not required.To achieve a “best of ” score between Address_Part2 and Postal_Area, use Postal_Area as a repeat value in the Address_Part2 field.

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Individual This purpose is intended to identify a specific individual by name and with either the same ID number or date of birth attributes. Since this purpose requires additional information, it is typically used after a search by Person_Name.This purpose uses the following fields:• Person_Name (Required)• ID-Either ID or Date are required (Using both is acceptable.)• Date• Attribute1• Attribute2Unless otherwise indicated, fields are not required.

Resident Intended to identify a person at an address. This purpose is typically used after a search by either Person_Name or Address_Part1. Optional input fields help qualify or rank a match if more information is available.To achieve a “best of ” score between Address_Part2 and Postal_Area, pass Postal_Area as a repeat value in the Address_Part2 field.This purpose uses the following fields:• Person_Name (Required)• Address_Part1 (Required)• Address_Part2• Postal_Area• Telephone_Number• ID• Date• Attribute1• Attribute2Unless otherwise indicated, fields are not required.

Match Purpose Settings (Cont.)

Match Purpose Description

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Household Designed to identify matches where individuals with the same or similar family names share the same address. This purpose is typically used after a search by Address_Part1. (Note: it is not practical to search by Person_Name because ultimately only one word from the Person_Name must match, and a one-word search will not perform well in most situations).Emphasis is placed on the Last Name, the major word of the Person_Name field, so this is one of the few cases where word order is important in the way the records are presented for matching. However, a reasonable score will be generated provided that a match occurs between the major word in one name and any other word in the other name.This purpose uses the following fields:• Person_Name (Required)• Address_Part1 (Required)• Address_Part2• Postal_Area• Telephone_Number• Attribute1• Attribute2Unless otherwise indicated, fields are not required.To achieve a “best of ” score between Address_Part2 and Postal_Area, pass Postal_Area as a repeat value in the Address_Part2 field.

Match Purpose Settings (Cont.)

Match Purpose Description

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Family Designed to identify matches where individuals with the same or similar family names share the same address or the same telephone number.This purpose is typically used after a tiered search (multi-search) by Address_Part1 and Telephone_Number. (Note: it is not practical to search by Person_Name because ultimately only one word from the Person_Name needs to match, and a one-word search will not perform well in most situations).Emphasis is placed on the Last Name, the major word of the Person_Name field, so this is one of the few cases where word order is important in the way the records are presented for matching. However, a reasonable score will be generated provided that a match occurs between the major word in one name and any other word in the other name.This purpose uses the following fields:• Person_Name (Required)• Address_Part1 (Required)• Telephone_Number (Required) (Score will be based on best of

Address_Part_1 and Telephone_Number)• Address_Part2• Postal_Area• Attribute1• Attribute2Unless otherwise indicated, fields are not required.To achieve a “best of ” score between Address_Part2 and Postal_Area, pass Postal_Area as a repeat value in the Address_Part2 field.

Match Purpose Settings (Cont.)

Match Purpose Description

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Wide_Household Designed to identify matches where the same address is shared by individuals with the same family name or with the same telephone number.This purpose is typically used after a search by Address_Part1. (Note: it is not practical to search by Person_Name because ultimately only one word from the Person_Name needs to match, and a one-word search will not perform well in most situations).Emphasis is placed on the last name, the major word of the Person_Name field, so this is one of the few cases where word order is important in the way the records are presented for matching. However, a reasonable score will be generated provided that a match occurs between the major word in one name and any other word in the other name. This purpose uses the following fields:• Address_Part1 (Required)• Person_Name (Required)• Telephone_Number (Required)• Score will be based on best of Person_Name and Telephone_

Number• Address_Part2• Postal_Area• Attribute1• Attribute2Unless otherwise indicated, fields are not required.To achieve a “best of ” score between Address_Part2 and Postal_Area, pass Postal_Area as a repeat value in the Address_Part2 field.

Match Purpose Settings (Cont.)

Match Purpose Description

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Address Designed to identify an address match. The address might be postal, residential, delivery, descriptive, formal, or informal.The only required field is Address_Part1. The fields Address_Part2, Postal_Area, Telephone_Number, ID, Date, Attribute1 and Attribute2 are available as optional input fields to further differentiate an address. For example if the name of a City and/or State is provided as Address_Part2, it will help differentiate between a common street address [100 Main Street] in different locations.This purpose uses the following fields:• Address_Part1 (Required)• Address_Part2• Postal_Area• Telephone_Number• ID• Date• Attribute1• Attribute2Unless otherwise indicated, fields are not required.To achieve a “best of ” score between Address_Part2 and Postal_Area, pass Postal_Area as a repeat value in the Address_Part2. In that case, the Address_Part2 score used will be the higher of the two scored fields.

Match Purpose Settings (Cont.)

Match Purpose Description

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Organization Designed to match organizations primarily by name. It is targeted at online searches when a name only lookup is required and a human is available to make the choice. Matching in batch typically requires other attributes in addition to name to make match decisions. Use this purpose only when the rule does not contain address fields. This purpose will allow matches between organizations with an address and those without an address. If the rules contain address fields, use the Division purpose.This purpose uses the following fields:• Organization_Name (Required)• Address_Part1• Address_Part2• Postal_Area• Telephone_Number• ID• Date• Attribute1• Attribute2Unless otherwise indicated, fields are not required. Any optional input fields you provide refine the ranking of matches.To achieve a “best of ” score between Address_Part2 and Postal_Area, pass Postal_Area as a repeat value in the Address_Part2 field.

Match Purpose Settings (Cont.)

Match Purpose Description

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Division Designed to identify an Organization at an Address. It is typically used after a search by Organization_Name or by Address_Part1, or both.It is in essence the same purpose as Organization, except that Address_Part1 is a required field. Thus, this Purpose is designed to match company X at an address of Y (or Z, etc., if multiple addresses are supplied). This purpose uses the following fields:• Organization_Name (Required)• Address_Part1 (Required)• Address_Part2• Postal_Area• Telephone_Number• ID• Attribute1• Attribute2Unless otherwise indicated, fields are not required.To achieve a “best of ” score between Address_Part2 and Postal_Area, pass Postal_Area as a repeat value in the Address_Part2 field.

Match Purpose Settings (Cont.)

Match Purpose Description

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Contact Designed to identify a contact within an organization at a specific location.This Match purpose is typically used after a search by Person_Name. However, either Organization_Name or Address_Part1 may be used as the search criteria.This purpose uses the following fields:• Person_Name (Required)• Organization_Name (Required)• Address_Part1 (Required)• Address_Part2• Postal_Area• Telephone_Number• ID• Date• Attribute1• Attribute2Unless otherwise indicated, fields are not required.To achieve a “best of ” score between Address_Part2 and Postal_Area, pass Postal_Area as a repeat value in the Address_Part2 field.

Match Purpose Settings (Cont.)

Match Purpose Description

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Corporate_Entity Designed to identify an Organization by its legal corporate name, including the legal endings such as INC, LTD, etc. It is designed for applications that need to honor the differences between such names as ABC TRADING INC and ABC TRADING LTD.This purpose is typically used after a search by Organization_Name. It is in essence the same purpose as Organization, except that tighter matching is performed and legal endings are not treated as noise. This purpose uses the following fields:• Organization_Name (Required)• Address_Part1• Address_Part2• Postal_Area• Telephone_Number• ID• Attribute1• Attribute2Unless otherwise indicated, fields are not required.To achieve a “best of ” score between Address_Part2 and Postal_Area, pass Postal_Area as a repeat value in the Address_Part2 field.

Wide_Contact Designed to loosely identify a contact within an organization—that is, without regard to actual location.It is typically used after a search by Person_Name.In addition to the required fields, ID, Attribute1 and Attribute2 may be optionally provided for matching to further qualify a contact.This purpose uses the following fields:• Person_Name (Required)• Organization_name (Required)• ID• Attribute1• Attribute2Unless otherwise indicated, fields are not required.

Fields Provided for general, non-specific use. It is designed in such a way that there are no required fields. All field types are available as optional input fields.

Match Purpose Settings (Cont.)

Match Purpose Description

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Match Levels

For fuzzy-match base objects, the match level determines how precise the match is. You can specify one of the following match levels for a fuzzy-match base object:

Select the level based on your knowledge of the data to be matched: Typical, Conservative (fewer matches), or Looser (more matches). When in doubt, use Typical.

Accept Limit Adjustment

For fuzzy-match base objects, the accept limit is a number that determines the acceptability of a match. This setting does the exact same thing as the match level (see “Match Levels” on page 558), but to a more granular degree. The accept limit is defined by Siperian within a population in accordance with its match purpose. The Accept Limit Adjustment allows a coarse adjustment to what is considered to be a match for this match rule.• A positive adjustment results in more conservative matching.

• A negative adjustment results in looser matching.

Match Levels

Level Description

Typical Appropriate for most matches.

Conservative Produces fewer matches than the Typical level. Some data that actually matches may pass through the match process without being flagged as a match. This situation is called undermatching.

Loose Produces more matches than the Typical level. Loose matching may produce a significant number of match candidates that are not really matches. This situation is called overmatching. You might choose to use this in a match rule for manual merges, to make sure that other, tighter match rules have not missed any potential matches.

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For example, suppose that, for a given field and a given population, the accept limit for a typical match level is 80, for a loose match level is 70, and for a conservative match level is 90. If you specify a positive number (such as 3) for the adjustment, then the accept level becomes slightly more conservative. If you specify a negative number (such as -2), then the accept level becomes looser.

Configuring this setting provides a optional refinement to your match settings that might be helpful in certain circumstances. Adjusting the accept limit even a few points can have a dramatic effect on your matches, resulting in overmatching or undermatching. Therefore, it is recommended that you test different settings iteratively, with small increments, to determine the best setting for your data.

Match Column Properties for Match Rules

This section describes the match column properties that you can configure for match rules.

Match Subtype

For base objects containing different types of data, the match subtype option allows you to apply match rules to specific types of data within the same base object. You have the option to enable or disable match subtyping for exact-match columns that have parent/child path components. Match subtype is available only for:• exact-match column types that are based on a non-root Path Component, and

• match rules that have a fuzzy match / search strategy

To use match subtyping, for each match rule, specify one or more exact-match column(s) that will serve as the “subtyping” column(s) to use. The subtype indicator can be set for any of the exact-match columns regardless of whether they are used for segment match or not. During the match process, evaluation of the subtype column precedes

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evaluation of the other match columns. Use match subtyping judiciously, because it can have a performance impact on the match process.

Match Subtype behaves just like a standard parent/child matching scenario with the additional requirement that the match column marked as Match Subtype must be the same across all records being matched. In the following example, the Match Subtype column is Address Type and the match rule consists of Address Line1, City, and State.

Without Match Subtype, Parent ID 3 would match with 5 and 7. With Match Subtype, however, Parent ID 3 will not match with 5 nor 7 because the matching rows are distributed between different Address Types. Parent ID 5 and 7 will match with each other, however, because the matching rows all fall within the 'Billing' Address Type.

Non-Equal Matching

Note: Non-Equal Matching and Segment Matching are mutually exclusive. If one is selected, then the other cannot be selected.

Use non-equal matching in match rules to prevent equal values in a column from matching each other. Non-equal matching applies only to exact-match columns.

Parent ID Address Line 1 City State Address Type

3 123 Main NYC ON Billing

3 50 John St Toronto NY Shipping

5 123 Main Toronto BC Billing

5 20 Adelaide St Markham AB Shipping

5 50 John St Ottawa ON Billing

7 50 John St Barrie BC Billing

7 20 Adelaide St Toronto NB Shipping

7 90 Yonge St Toronto ON Billing

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NULL Matching

Note: Null Matching and Segment Matching are mutually exclusive. If one is selected, then the other cannot be selected.

Use NULL matching to specify how the match process should behave when null values match other null values. NULL matching applies only to exact-match columns.

By default, null matching is disabled, meaning that Siperian Hub treats nulls as unequal values when it searches for matches (a null value will not match with anything). To enable null matching, you must explicitly select a null matching option for the match columns to allow null matching.

A match column containing a NULL value is identified as matching based on the following settings:

Once null matching is configured, Build Match Groups will allow only a single “Null to non NULL” match into any group, thereby reducing the possibility of unwanted transitive matching. For more information, see “Build Match Groups and Transitive Matches” on page 327.

Note: Null matching is exclusive of exact matching. For example, if you enable NULL Matches Non-Null, the match rule returns only those matches in which one of the cell values is NULL. It will not provide exact matches where both cells are equal in addition to also matching NULL against non-NULL. Therefore, if you need both

Property Description

Disabled Regardless of the other value, nothing will match (nulls are unequal values). Default setting. A NULL is seen as a placeholder for an unknown value.

NULL Matches NULL If both values are NULL, then it is considered a match.

NULL Matches Non-NULL If one value is NULL and the other value is not NULL, then it is considered a match.

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behaviors, you must create two exact match rules—one with NULL matching enabled, and the other with NULL matching disabled.

Segment Matching

Note: Segment Matching and Non-Equal Matching are mutually exclusive. If one is selected, then the other cannot be selected. Segment Matching and NULL Matching are also mutually exclusive. If one is selected, then the other cannot be selected.

For exact-match columns only, you can use segment matching to limit match rules to specific subsets of data. For example, you could define different match rules for customers in different countries by using segment matching to limit certain rules to specific country codes. Segment matching applies to both exact-match and fuzzy-match base objects. For more information, see “Configuring Segment Matching for a Column” on page 576.

If the Segment Matching check box is checked (selected), you can configure two other options: Segment Matches All Data and Segment Match Values.

Segment Matches All Data

When unchecked (the default), Siperian Hub will only match records within the set of values defined in Segment Match Values. For example, suppose a base object contained Leads, Partners, Customers, and Suppliers. If Segment Match Values contained the values Leads and Partners, and Segment Matches All Data were unchecked, then Siperian would only match within records that contain Leads or Partners. All Customers and Suppliers records will be ignored.

With Segment Matches All Data checked (selected), then Leads and Partners would match with Customers and Suppliers, but Customers and Suppliers would not match with each other.

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Segment Match Values

For segment matching, specifies the list of segment values to use for segment matching. You must specify one or more values (for a match column) that defines the segment matching. For example, for a given match rule, suppose you wanted to define segment matching by Gender. If you specified a segment match value of M (for male), then, for that match rule, Siperian Hub searches for matches (based on the other match columns) only on male records—and can only match to other male records, unless you also enabled Segment Matches All Data.

Note: Segment match values are case-sensitive. When using segment matching on fuzzy and exact base objects, the values that you set are case-sensitive when executing the Match batch job.

Concatenation of Values in Multiple Columns

For exact matches with segment matching enabled on concatenated columns, a space character must be added to each piece of data present in the concatenated fields.

Note: Concatenating columns is not recommended for exact match columns.

Requirements for Exact-match Columns in Match Column Rules

Exact-match columns are subject to the following rules:• The names of exact-match columns cannot be longer than 26 characters.

• Exact-match columns must be of type VARCHAR or CHAR.

• Match columns can be used to match on any text column or combination of text columns from a base object.

• If you want to use numerics or dates, you must convert them to VARCHAR using cleanse functions before they are loaded into your base object. For more information, see “Using Cleanse Functions” on page 414.

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• Match columns can also be used to match on a column from a child base object, which in turn can be based on any text column or combination of text columns in the child base object. Matching on the match columns of a child base object is called intertable matching.

• When using intertable match and creating match rules for the child table (via a foreign key), you must include the foreign key from the parent table in each match rule on the child. If you do not, when the child is merged, the parent records would lose the child records that had previously belonged to them.

For more information, see “Match Columns Depend on the Search Strategy” on page 515.

Command Buttons for Configuring Column Match Rules

In the Match Rule Sets tab, if you select a match rule set in the list, the Schema Manager displays the following command buttons.

Button Description

Adds a match rule. For more information, see “Adding Match Column Rules” on page 565.

Edits properties for the selected a match rule. For more information, see “Editing Match Column Rules” on page 570.

Deletes the selected match rule. For more information, see “Deleting Match Column Rules” on page 572.

Moves the selected match rule up in the sequence. For more information, see “Changing the Execution Sequence of Match Column Rules” on page 573.

Moves the selected match rule down in the sequence. For more information, see “Changing the Execution Sequence of Match Column Rules” on page 573.

Changes a manual consolidation rule to an automatic consolidation rule. Select a manual consolidation record and then click the button. For more information, see “Specifying Consolidation Options for Match Column Rules” on page 574.

Changes an automatic consolidation rule to a manual consolidation rule. Select an automatic consolidation record and then click the button. For more information, see “Specifying Consolidation Options for Match Column Rules” on page 574.

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Important: If you change your match rules after matching, you are prompted to reset your matches. When you reset your matches, it deletes everything in the match table and, in records where the consolidation indicator is 2, resets the consolidation indicator to 4. For more information, see “About the Consolidate Process” on page 335 and “Reset Match Table Jobs” on page 744.

Adding Match Column Rules

To add a new match rule using match columns:1. In the Schema Manager, display the Match/Merge Setup Details dialog for the base

object that you want to configure. For more information, see “Navigating to the Match/Merge Setup Details Dialog” on page 486.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click the Match Rule Sets tab. For more information, see “Navigating to the Match Rule Set Tab” on page 537.

4. Select a match rule set in the list.

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The Schema Manager displays the properties for the selected match rule set.

5. In the Match Rules section of the screen, click the plus button .

The Schema Manager displays the Edit Match Rule dialog. This dialog differs slightly between exact match and fuzzy-match base objects.

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Exact-match Base Objects

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Fuzzy-match Base Objects

6. For fuzzy-match base objects, configure the match rule properties at the top of the dialog box. For more information, see “Match Rule Properties for Fuzzy-match Base Objects Only” on page 544.

7. Configure the match column(s) for this match rule.

Only columns you have previously defined as match columns are shown.

• For exact-match base objects or match rules with an exact match / search strategy, only exact column types are available.

• For fuzzy-match base objects, you can choose fuzzy or exact column types.

To learn more, see “Match Columns Depend on the Search Strategy” on page 515.

a. Click the Edit button next to the Match Columns list.

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The Schema Manager displays the Add/Remove Match Columns dialog.

b. Check (select) the check box next to any column that you want to include.

c. Uncheck (clear) the check box next to any column that you want to omit.

d. Click OK.

The Schema Manager displays the selected columns in the Match Columns list.

8. Configure the match properties for each match column in the Match Columns list. For more information, see:

• “Match Column Properties for Match Rules” on page 559

• “Configuring the Match Weight of a Column” on page 575

• “Configuring Segment Matching for a Column” on page 576

• “NULL Matching” on page 561

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• “Match Subtype” on page 559

9. Click OK.

10. If this is an exact match, specify the match properties for this match rule. For more information, see “Requirements for Exact-match Columns in Match Column Rules” on page 563. Click OK.

11. Click the Save button to save your changes.

Before saving changes, the Schema Manager analyzes the match rule set and prompts you with a message if the match rule set contains certain incongruences. For more information, see “Rule Set Evaluation” on page 533.

12. If you are prompted to confirm saving changes, click OK button to save your changes.

Editing Match Column Rules

To edit the properties for an existing match rule:1. In the Schema Manager, display the Match/Merge Setup Details dialog for the

exact-match base object that you want to configure. For more information, see “Navigating to the Match/Merge Setup Details Dialog” on page 486.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click the Match Rule Sets tab. For more information, see “Navigating to the Match Rule Set Tab” on page 537.

4. Select a match rule set in the list.

The Schema Manager displays the properties for the selected match rule set.

5. In the Match Rules section of the screen, click the Edit button.

The Schema Manager displays the Edit Match Rule dialog. This dialog differs slightly between exact match and fuzzy-match base objects. For more information, see “Adding Match Column Rules” on page 565.

6. For fuzzy-match base objects, change the match rule properties at the top of the dialog box, if you want. For more information, see “Match Rule Properties for Fuzzy-match Base Objects Only” on page 544.

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7. Configure the match column(s) for this match rule, if you want.

Only columns you have previously defined as match columns are shown.

• For exact-match base objects or match rules with an exact match / search strategy, only exact column types are available.

• For fuzzy-match base objects, you can choose fuzzy or exact columns types.

To learn more, see “Match Columns Depend on the Search Strategy” on page 515.

a. Click the Edit button next to the Match Columns list.

The Schema Manager displays the Add/Remove Match Columns dialog.

b. Check (select) the check box next to any column that you want to include.

c. Uncheck (clear) the check box next to any column that you want to omit.

d. Click OK.

The Schema Manager displays the selected columns in the Match Columns list.

8. Change the match properties for any match column that you want to edit. For more information, see:

• “Match Column Properties for Match Rules” on page 559

• “Configuring the Match Weight of a Column” on page 575

• “Configuring Segment Matching for a Column” on page 576

• “NULL Matching” on page 561

• “Match Subtype” on page 559

9. Click OK.

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10. If this is an exact match, specify the match properties for this match rule. For more information, see “Requirements for Exact-match Columns in Match Column Rules” on page 563. Click OK.

11. Click the Save button to save your changes.

Before saving changes, the Schema Manager analyzes the match rule set and prompts you with a message if the match rule set contains certain incongruences. For more information, see “Rule Set Evaluation” on page 533.

12. If you are prompted to confirm saving changes, click OK button to save your changes.

Deleting Match Column Rules

To delete a match column rule:1. In the Schema Manager, display the Match/Merge Setup Details dialog for the

exact-match base object that you want to configure. For more information, see “Navigating to the Match/Merge Setup Details Dialog” on page 486.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click the Match Rule Sets tab. For more information, see “Navigating to the Match Rule Set Tab” on page 537.

4. Select a match rule set in the list.

5. In the Match Rules section, select the match rule that you want to delete.

6. Click the Remove button.

The Schema Manager prompts you to confirm deletion.

7. Click Yes.

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Changing the Execution Sequence of Match Column Rules

To change the execution sequence of match column rules:1. In the Schema Manager, display the Match/Merge Setup Details dialog for the

exact-match base object that you want to configure. For more information, see “Navigating to the Match/Merge Setup Details Dialog” on page 486.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click the Match Rule Sets tab. For more information, see “Navigating to the Match Rule Set Tab” on page 537.

4. Select a match rule set in the list.

5. In the Match Rules section, select the match rule that you want to move up or down.

6. Do one of the following:

• Click the button to move the selected match rule up in the execution sequence.

• Click the button to move the selected match rule down in the execution sequence.

7. Click the Save button to save your changes.

Before saving changes, the Schema Manager analyzes the match rule set and prompts you with a message if the match rule set contains certain incongruences. For more information, see “Rule Set Evaluation” on page 533.

8. If you are prompted to confirm saving changes, click OK button to save your changes.

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Specifying Consolidation Options for Match Column Rules

During the match process, a match column rule must determine whether matched records should be queued for manual or automatic consolidation. For more information, see “About the Consolidate Process” on page 335.

Note: A base object cannot have more than 200 user-defined columns if it will have match rules that are configured for automatic consolidation.

To toggle between manual and automatic consolidation for a match rule:1. In the Schema Manager, display the Match/Merge Setup Details dialog for the

exact-match base object that you want to configure. For more information, see “Navigating to the Match/Merge Setup Details Dialog” on page 486.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click the Match Rule Sets tab. For more information, see “Navigating to the Match Rule Set Tab” on page 537.

4. Select a match rule set in the list.

5. In the Match Rules section, select the match rule that you want to configure.

6. Do one of the following:

• Click the button to change a manual consolidation rule to an automatic consolidation rule.

• Click the button to change an automatic consolidation rule to a manual consolidation rule.

7. Click the Save button to save your changes.

Before saving changes, the Schema Manager analyzes the match rule set and prompts you with a message if the match rule set contains certain incongruences. For more information, see “Rule Set Evaluation” on page 533.

8. If you are prompted to confirm saving changes, click OK button to save your changes.

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Configuring the Match Weight of a Column

For a fuzzy-match column, you can change its match weight in the Edit Match Rule dialog box. For each column, Siperian Hub assigns an internal match weight, which is a number that indicates the importance of this column (relative to other columns in the table) for matching. The match weight varies according to the selected match purpose and population. For example, if the match purpose is Person_Name, then Siperian Hub, when evaluating matches, views a data match in the name column with greater importance than a data match in a different column (such as the address).

By adjusting the match weight of a column, you give added weight to, and elevate the significance of, that column (relative to other columns) when Siperian Hub analyzes values for matches.

To configure the match weight of a column:1. In the Edit Match Rule dialog box, select a column in the list.

2. Click the Match Weight Adjustment button.

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Configuring Match Column Rules for Match Rule Sets

If adjusted, the name of the selected column shows in a bold font.

3. Click the Save button to save your changes.

Before saving changes, the Schema Manager analyzes the match rule set and prompts you with a message if the match rule set contains certain incongruences. For more information, see “Rule Set Evaluation” on page 533.

4. If you are prompted to confirm saving changes, click OK button to save your changes.

Configuring Segment Matching for a Column

As described in “Segment Matching” on page 562, segment matching is used with exact-match columns to limit match rules to specific subsets of data.

To configure segment matching for an exact-match column

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1. In the Edit Match Rule dialog box, select an exact-match column in the Match Columns list.

2. Check (select) the Segment Matching check box to enable this feature.

3. Check (select) the Segment Matches All Data check box, if you want. For more information, see “Segment Matches All Data” on page 562.

4. Specify the segment match values for segment matching. For more information, see “Segment Match Values” on page 563.

a. Click the Edit button.

The Schema Manager displays the Edit Values dialog.

b. Do one of the following:

• To add a value, click , type the value you want to add, and click OK.

• To delete a value, select it in the list, click , and choose Yes when prompted to confirm deletion.

5. Click OK.

6. Click the Save button to save your changes.

Before saving changes, the Schema Manager analyzes the match rule set and prompts you with a message if the match rule set contains certain incongruences. For more information, see “Rule Set Evaluation” on page 533.

7. If you are prompted to confirm saving changes, click OK button to save your changes.

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Configuring Primary Key Match Rules

Configuring Primary Key Match RulesThis section describes how to configure primary key match rules for your Siperian Hub implementation. If you want to configure match column match rules instead, see the instructions in “Configuring Match Columns” on page 515.

About Primary Key Match Rules

Matching on primary keys can be used when two or more different source systems for a base object have identical primary key values. This situation occurs infrequently in source systems, but when it does occur, you can make use of the primary key matching option in Siperian Hub to rapidly match and automatically consolidated records from the source systems that have the matching primary keys.

For example, two systems might use the same set of customer IDs. If both systems provide information about customer XYZ123 using identical primary key values, the two systems are certainly referring to the same customer and the records should be automatically consolidated.

When you specify a primary key match, you simply specify which source systems that have the same primary key values. You also check the Auto-merge matching records check box to have Siperian Hub automatically consolidate matching records when a Merge or Link batch job is run. To learn more, see “Automerge Jobs” on page 717 and “Autolink Jobs” on page 715.

Adding Primary Key Match Rules

To add a new primary key match rule:1. In the Schema Manager, display the Match/Merge Setup Details dialog for the base

object that you want to configure. For more information, see “Navigating to the Match/Merge Setup Details Dialog” on page 486.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click the Primary Key Match Rules tab.

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The Schema Manager displays the Primary Key Match Rules tab.

The Primary Key Match Rules tab has the following columns.

4. Click the Plus button to add a primary match key rule.

The Add Primary Key Match Rule dialog is displayed.

Column Description

Key Combination Two source systems for which this primary match key rule will be used for matching. These source systems must already be defined in Siperian Hub (see “Configuring Source Systems” on page 348), and staging tables for this base object must be associated with these source systems (see “Configuring Staging Tables” on page 364).

Auto-Merge Specifies whether this primary key match rule results in automatic or manual consolidation. For more information, see “About the Consolidate Process” on page 335.

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Configuring Primary Key Match Rules

5. Check (select) the check box next to two source systems for which you want to match records based on the primary key.

6. Check (select) the Auto-merge matching records check box if you are certain that records with identical primary keys are matches.

You can change your choice for Auto-merge matching records later, if you want.

7. Click OK.

The Schema Manager displays the new rule in the Primary Key Rule tab.

8. Click the Save button to save your changes.

The Schema Manager asks you whether you want to reset existing matches.

9. Choose Yes. to delete all matches currently stored in the match table, if you want.

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Editing Primary Key Match Rules

Once you have defined a primary key match rule, you can change the value of the Auto-merge matching records check box.

To edit an existing primary key match rule:1. In the Schema Manager, display the Match/Merge Setup Details dialog for the base

object that you want to configure. For more information, see “Navigating to the Match/Merge Setup Details Dialog” on page 486.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click the Primary Key Match Rules tab.

The Schema Manager displays the Primary Key Match Rules tab.

4. Scroll to the primary key match rule that you want to edit.

5. Check or uncheck the Auto-merge matching records check box to enable or disable auto-merging, respectively.

6. Click the Save button to save your changes.

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The Schema Manager asks you whether you want to reset existing matches.

7. Choose Yes to delete all matches currently stored in the match table, if you want.

Deleting Primary Key Match Rules

To delete an existing primary key match rule:1. In the Schema Manager, display the Match/Merge Setup Details dialog for the base

object that you want to configure. For more information, see “Navigating to the Match/Merge Setup Details Dialog” on page 486.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click the Primary Key Match Rules tab.

The Schema Manager displays the Primary Key Match Rules tab.

4. Select the primary key match rule that you want to delete.

5. Click the Delete button.

The Schema Manager prompts you to confirm deletion.

6. Choose Yes.

The Schema Manager removes the deleted rule from the Primary Key Match Rules tab.

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7. Click the Save button to save your changes.

The Schema Manager asks you whether you want to reset existing matches.

8. Choose Yes to delete all matches currently stored in your Match table, if you want.

Investigating the Distribution of Match KeysThis section describes how to investigate the distribution of match keys in the match key table.

About Match Keys Distribution

As described in “Match Keys and the Tokenization Process” on page 322, match keys are strings that encode data in the fuzzy match key column used to identify candidates for matching. The tokenization process generates match keys for all the records in a base object and stores them in its match key table. Depending on the nature of the data in the base object record, the tokenization process generates at least one match key—and possibly multiple match keys—for each base object record. Match keys are used subsequently in the match process to help determine possible matches between base object records.

In the Match / Merge Setup Details pane of the Schema Manager, the Match Keys Distribution tab allows you to investigate the distribution of match keys in the match key table. This tool can assist you with identifying potential hot spots in your data—high concentrations of match keys that could result in overmatching—where the match process generates too many matches, including matches that are not relevant. By knowing where hot spots occur in your data, you can refine data cleansing and match rules to reduce hot spots and generate an optimal distribution of match keys for use in the match process. Ideally, you want to have a relatively even distribution across all keys.

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Navigating to the Match Keys Distribution Tab

To navigate to the Match Keys Distribution tab:1. In the Schema Manager, display the Match/Merge Setup Details dialog for the base

object that you want to configure. For more information, see “Navigating to the Match/Merge Setup Details Dialog” on page 486.

2. Click the Match Keys Distribution tab.

The Schema Manager displays the Match Keys Distribution tab.

Match Keys List

Histogram

Match Columns

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Components of the Match Keys Distribution Tab

The Match Key Distribution tab displays a histogram, match keys, and match columns.

Histogram

The histogram displays the statistical distribution of match keys in the match key table.

Axis Description

Key (X-axis) Starting character(s) of the match key. If no filter is applied (the default), this is the starting character of the match key. If a filter is applied, this is the starting sequence of characters in the match key, beginning with the left-most character. For more information, see “Filtering Match Keys” on page 587.

Count (Y-axis) Number of match keys in the match key table that begins with the starting character(s). Hotspots in the match key table show up as disproportionately tall spikes (high number of match keys), relative to other characters in the histogram.

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Match Keys List

67

The Match Keys List on the Match Keys Distribution tab displays records in the match key table. For each record, it displays cell data for the following columns:

Depending on the configured match rules and the nature of the data in a record, a single record in the base object table can have multiple generated match keys.

Column Name Description

ROWID ROWID_OBJECT that uniquely identifies the record in the base object that is associated with this match key.

KEY Generated match key. SSA_KEY column in the match key table.

Multiple Match Keysfor Base Object Record

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Paging Through Records in the Match Key Table

Use the following command buttons to navigate the records in the match key table.

Match Columns

The Match Columns area on the Match Keys Distribution tab displays match column data for the selected record in the match keys list. This is the SSA_DATA column in the match key table. For each match column that is configured for this base object (see “Configuring Match Columns” on page 515), it displays the column name and cell data.

Filtering Match Keys

You can use a match key filter to focus your investigation on hotspots or other match key distribution patterns. A match key filter restricts the data in the Histogram and the Match Keys List to the subset of match keys that meets the filter condition. By default, no filter is defined—all records in the match key table are displayed.

The filter condition specifies the beginning string sequence for qualified match keys, evaluated from left to right. For example, to view only match keys beginning with the letter M, you would select M for the filter. To further restrict match keys and view data for only the match keys that start with the letters MD you would add the letter D to the filter. The longer the filter expression, the more restrictive the display.

Button Description

Displays the first page of records in the match key table.

Displays the previous page of records in the match key table.

Displays the next page of records in the match key table.

Jumps to the page number you enter.

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Setting a Filter

To set a filter:• Click the vertical bar in the Histogram associated with the character you want to

add to the filter.

For example, suppose you started with the following default view in the Histogram.

If you click the vertical bar above the M character, the Histogram refreshes and displays the distribution for all match keys beginning with the character M.

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Note that the Match Keys List now displays only those match keys that meet the filter condition.

Navigating Filters

Use the following command buttons to navigate filters.

Button Description

Clears the filter. Displays the default view (no filter).

Displays the previously-selected filter (removes the right-most character from the filter).

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Excluding Records from the Match Process

Excluding Records from the Match Process

Siperian Hub provides a mechanism for selectively excluding records from the match process. You might want to do this if, for example, your data contained records that you wanted the match process to ignore.

To configure this feature, in the Schema Manager, you add a column named EXCLUDE_FROM_MATCH to a base object. This column must be an integer type with a default value of zero (0), as described in “Adding Columns” on page 134.

Once the table is populated and before running the Match job, to exclude a record from matching, change its value in the EXCLUDE_FROM_MATCH column to a one (1) in the Data Manager. When the Match job runs, only those records with an EXCLUDE_FROM_MATCH value of zero (0) will be tokenized and processed—all other records will be ignored. When the cell value is changed, the DIRTY_IND for this record is set to 1 so that match keys will be regenerated when the tokenization process is executed, as described in “Match Keys and the Tokenization Process” on page 322.

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Excluding records from the match process is available for:• fuzzy-match base objects only (see “Exact-match and Fuzzy-match Base Objects”

on page 320),

• match column rules only (not primary key match rules) that do not match for duplicates (see “Match for Duplicate Data Jobs” on page 740)

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Configuring the Consolidate Process

This chapter describes how to configure the consolidate process for your Siperian Hub implementation.

Chapter Contents• Before You Begin

• About Consolidation Settings

• Changing Consolidation Settings

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Before You Begin

Before You BeginBefore you begin, you must have installed Siperian Hub, created the Hub Store according to the instructions in Siperian Hub Installation Guide, and built the schema according to the instructions in Chapter 5, “Building the Schema.” To learn about the consolidate process, see “Consolidate Process” on page 335.

About Consolidation SettingsConsolidation settings affect the behavior of the consolidate process in Siperian Hub. This section describes the settings that you can configure on the Merge Settings tab in the Match/Merge Setup Details dialog. To learn more, see “About the Consolidate Process” on page 335.

Immutable Rowid Object

For a given base object, you can designate a source system as an immutable source, which means that records from that source system will be accepted as unique (CONSOLIDATION_IND = 1)—even in the event of a merge. Once a record from that source has been fully consolidated, it will not be changed subsequently, nor will it be matched to any other record (although other records can be matched to it). Only one source system can be configured as an immutable source.

Note: If the Requeue on Parent Merge setting for a child base object is set to 2, in the event of a merging parent, the consolidation indicator will be set to 4 for the child record. For more information, see “Requeue On Parent Merge” on page 104.

Immutable sources are also distinct systems, as described in “Distinct Source Systems” on page 596. All records are stored in the Siperian Hub as master records. For all source records from an immutable source system, the consolidation indicator for Load and PUT is always 1 (consolidated record). If the Requeue on Parent Merge setting for a child base object is set to 2, then in the event of a merging parent, the consolidation indicator will be set to 4 for the child record. For more information, see “Consolidation Status for Base Object Records” on page 289.

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To specify an immutable source for a base object, click the drop-down list next to Immutable Rowid Object and select a source system.

This list displays the source system(s) associated with this base object. Only one source system can be designated an immutable source system. To learn more, see “Configuring Source Systems” on page 348.

Immutable source systems are applicable when, for example, Siperian Hub is the only persistent store for the source data. Designating an immutable source system streamlines the load, match, and merge processes by preventing intra-source matches and automatically accepting records from immutable sources as unique. If two immutable records must be merged, then a data steward needs to perform a manual verification in order to allow that change. At that point, Siperian Hub allows the data steward to choose the key that remains.

Distinct Systems

A distinct system provides data that gets inserted into the base object without being consolidated. Records from a distinct system will never match with other records from the same system, but they can be matched to and from other records in other systems (their CONSOLIDATION_IND is set to 4 on load). You can specify distinct source systems and configure whether, for each source system, records are consolidated automatically or manually.

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About Consolidation Settings

Distinct Source Systems

You can designate a source system as a distinct source (also known as a golden source), which means that records from that source will not be merged. For example, if the ABC source has been designated as a distinct source, then the match rules will never match (or merge) two records that come from the same source. Records from a distinct source will not match through a transient match in an Auto Match and Merge process (see “Auto Match and Merge Jobs” on page 716). Such records can be merged only manually by flagging them as matches.

To designate a distinct source system:1. From the list of source systems on the Merge Settings tab, select (check) any

source system that should not allow intra-system merges to prevent records from merging.

2. For each distinct source system, designate whether you want it to use Auto Rules only (see “Auto Rules Only” on page 597).

The following example shows both options selected for the Billing system.

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Auto Rules Only

For distinct systems only, you can enable this option to allow you to configure what types of rules are executed for the associated distinct source system. Check (select) this check box if you want Siperian Hub to apply only the automatic consolidation rules (not the manual consolidation rules) for this distinct system. By default, this option is disabled (unchecked).

Unmerge Child When Parent Unmerges (Cascade Unmerge)

Important: This feature applies only to child base objects with configured match rules and foreign keys.

For child base objects, Siperian Hub provides a cascade unmerge feature that allows you to specify what happens if records in the parent base object are unmerged. By default, this feature is disabled, so that unmerging parent records does not unmerge associated child records. In the Unmerge Child When Parent Unmerges portion near the bottom of the Merge Settings tab, if you check (select) the Cascade Unmerge check box for a child base object, when records in the parent object are unmerged, Siperian Hub also unmerges affected records in the child base object.

Prerequisites for Cascade Unmerge

To enable cascade unmerge:• the parent-child relationship must already be configured in the child base object

• the foreign key column in the child base object must be a match-enabled column

In the Unmerge Child When Parent Unmerges portion near the bottom of the Merge Settings tab, the Schema Manager displays only those match-enabled columns in the child base object that are configured with a foreign key. To learn more, see “Configuring Foreign-Key Relationships Between Base Objects” on page 140.

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Changing Consolidation Settings

Parents with Multiple Children

In situations where a parent base object has multiple child base objects, you can explicitly enable cascade unmerge for each child base object. Once configured, when the parent base object is unmerged, then all affected records in all associated child base objects are unmerged as well.

Considerations for Using Cascade Unmerge

A full unmerge of affected records is not required in all implementations, and it can have a performance overhead on the unmerge because many child records can be affected. In addition, it does not always make sense to enable this property. One example is when Customer is a child of Customer Type. In this situation, you might not want to unmerge Customers if Customer Type is unmerged. However, in most cases, it is a good idea to unmerge addresses linked to customers if Customer unmerges.

Note: When cascade unmerge is enabled, the child record may not be unmerged if a previous manual unmerge was done on the child base object.

When you enable the unmerge feature, it applies to the child table and the child cross-reference table. Once enabled, if you then unmerge the parent cross-reference, the original child cross-reference should be unmerged as well. This feature has no impact on the parent—the feature operates on the child tables to provide additional flexibility.

Changing Consolidation SettingsTo change consolidation settings on the Merge Settings tab:1. In the Schema Manager, display the Match/Merge Setup Details dialog for the base

object that you want to configure. To learn more, see “Navigating to the Match/Merge Setup Details Dialog” on page 486.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Click the Merge Settings tab.

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The Schema Manager displays the Merge Settings tab for the selected base object.

+

4. Change any of the following settings:

• “Immutable Rowid Object” on page 594

• “Distinct Systems” on page 595

• “Unmerge Child When Parent Unmerges (Cascade Unmerge)” on page 597

5. Click the Save button to save your changes.

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Configuring the Publish Process

This chapter describes how to configure the publish process for Siperian Hub data using message triggers and embedded message queues. For an introduction, see “Publish Process” on page 342.

Chapter Contents• Before You Begin

• Configuration Steps for the Publish Process

• Starting the Message Queues Tool

• Configuring Global Message Queue Settings

• Configuring Message Queue Servers

• Configuring Outbound Message Queues

• Configuring Message Triggers

• JMS Message XML Reference

601

Before You Begin

Before You BeginBefore you begin, you must have completed the following tasks:• Installed Siperian Hub, created the Hub Store, and successfully set up message

queues according to the instructions in the Siperian Hub Installation Guide for your platform

• Completed the tasks in the Siperian Hub Installation Guide to configure Siperian Hub to handle asynchronous Services Integration Framework (SIF) requests, if applicable

Note: SIF uses a message-driven bean (MDB) on the JMS message queue (named siperian.sif.jms.queue) to process incoming asynchronous SIF requests. This required queue is set up during the installation process. as described in the Siperian Hub Installation Guide for your platform. If your Siperian Hub implementation does not require any additional message queues, then you can skip this chapter.

• Built the schema according to the instructions in Chapter 5, “Building the Schema”

• Read the introduction to the publish process in “Publish Process” on page 342.

Configuration Steps for the Publish ProcessAfter installing Siperian Hub, you use the Message Queues tool in the Hub Console to configure message queues for your Siperian Hub implementation. The following tasks are mandatory if you want to publish events in the outbound message queue:1. Configure the message queues on your application server.

The Siperian installer automatically sets up message queues and the connection factory configuration. For more information, see the Siperian Hub Installation Guide for your platform.

2. Configure global message queue settings. For more information, see “Configuring Global Message Queue Settings” on page 604.

3. Add at least one message queue server. For more information, see “Configuring Message Queue Servers” on page 605.

4. Add at least one message queue to the message queue server. For more information, see “Configuring Outbound Message Queues” on page 608.

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5. Generate the JMS event message schema for each ORS that has data that you want to publish. For more information, see “Generating and Deploying ORS-specific Schemas” on page 827.

6. Configure message triggers for your message queues. For more information, see “Configuring Message Triggers” on page 612.

After you have configured message queues, you can review run-time activities using the Audit Manager according to the instructions in “Auditing Message Queues” on page 928.

Starting the Message Queues ToolTo start the Message Queues tool:1. In the Hub Console, connect to the Master Database.

Message queues are defined in the Master Database.

2. In the Hub Console, expand the Configuration workbench, and then click Message Queues.

The Hub Console displays the Message Queues tool, as shown here:

Navigation Pane Properties Pane

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Configuring Global Message Queue Settings

The Message Queues tool is divided into two panes.

Configuring Global Message Queue SettingsTo configure the global message queue settings for your Siperian Hub implementation:1. In the Hub Console, start the Message Queues tool. For more information, see

“Starting the Message Queues Tool” on page 603.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Specify settings for Data Changes Monitoring, which monitors the queue for outgoing messages.

To enable or disable Data Changes Monitoring, click the Toggle Data Changes Monitoring Status button.

4. Specify the following monitoring settings:

Pane Description

Navigation pane Shows (in a tree view) the message queues that are defined for this Siperian Hub implementation.

Properties pane Shows the properties for the selected message queue.

Monitoring Setting Description

Receive Timeout (milliseconds)

Default is 0. Amount of time allowed to receive the messages from the queue.

Receive Batch Size Default is 100. Maximum number of events processed and placed in the message queue in a single pass.

Message Check Interval (milliseconds)

Default is 300000. Amount of time to pause before polling for inbound messages or processing outbound messages. The same value applies to both inbound and outbound message queues.

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Click the button next to any property that you want to change.

5. Click the button to save your changes.

Configuring Message Queue ServersThis section describes how to configure message queue servers for your Siperian Hub implementation.

About Message Queue Servers

Before you can define message queues in Siperian Hub, you must define the message queue server(s) that Siperian Hub will use for handling message queues. Before you can define a message queue server in Siperian Hub, it must already be defined on your application server according to the documented instructions for your application server. You will need the connection factory name.

Message Queue Server Properties

This section describes the settings that you can configure for message queue servers.

Out of sync check interval (milliseconds)

If configured, periodically polls for ORS metadata and regenerates the XML message schema if subsequent changes have been made to design objects in the ORS. For more information, see “Generating and Deploying ORS-specific Schemas” on page 827.By default, this feature is disabled—set to zero (0)—and is available only if:• Data Changes Monitoring is enabled.• ORS-specific XML message schema has been generated

using the JMS Event Schema Manager.Note: Make sure that this value is greater than or equal to the Message Check Interval.

Monitoring Setting Description

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WebLogic and JBoss Properties

You can configure the following message queue server properties.

WebSphere Properties

IBM WebSphere implementations have the following properties.

Adding Message Queue Servers

To add a message queue server:1. In the Hub Console, start the Message Queues tool. For more information, see

“Starting the Message Queues Tool” on page 603.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Right-click anywhere in the Navigation pane and choose Add Message Queue Server.

Property Description

Connection Factory Name

Name of the connection factory for this message queue server.

Display Name Name of this message queue server as it will be displayed in the Hub Console.

Description Descriptive information for this message queue server.

Property Description

Server Name Name of the server where the message queue is defined.

Channel Channel of the server where the message queue is defined.

Port Port on the server where the message queue is defined.

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The Message Queues tool displays the Add Message Queue Server dialog.

4. the Message Queues tool displays Specify the properties for this message queue server. For more information, see “Message Queue Server Properties” on page 605.

Editing Message Queue Server Properties

To edit the properties of an existing message queue server:1. In the Hub Console, start the Message Queues tool. For more information, see

“Starting the Message Queues Tool” on page 603.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the navigation pane, select the name of the message queue server that you want to configure.

4. Change the editable properties for this message queue server. For more information, see “Message Queue Server Properties” on page 605.

Click the button next to any property that you want to change.

5. Click the button to save your changes.

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Configuring Outbound Message Queues

Deleting Message Queue Servers

To delete an existing message queue server:1. In the Hub Console, start the Message Queues tool. For more information, see

“Starting the Message Queues Tool” on page 603.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the navigation pane, right-click the name of the message queue server that you want to delete, and then choose Delete from the pop-up menu.

4. The Message Queues tool prompts you to confirm deletion.

5. Click Yes.

Configuring Outbound Message QueuesThis section describes how to configure outbound JMS message queues for your Siperian Hub implementation.

About Message Queues

Before you can define outbound JMS message queues in Siperian Hub, you must define the message queue server(s) that will service the message queue. For more information, see “Configuring Message Queue Servers” on page 605. In JMS, a message queue is a staging area for XML messages. Siperian Hub publishes XML messages to the message queue. External applications retrieve these published XML messages from the message queue.

Message Queue Properties

You can configure the following message queue properties.

Property Description

Queue Name Name of this message queue. This must match the JNDI queue name as configured on your application server.

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Adding Message Queues to a Message Queue Server

To add a message queue to a message queue server:1. In the Hub Console, start the Message Queues tool. For more information, see

“Starting the Message Queues Tool” on page 603.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the navigation pane, right-lick the name of the message queue server to which you want to add a message queue, and choose Add Message Queue.

The Message Queues tool displays the Add Message Queue dialog.

4. Specify the message queue properties. For more information, see “Message Queue Properties” on page 608.

5. Click OK.

Display Name Name of this message queue as it will be displayed in the Hub Console.

Description Descriptive information for this message queue.

Property Description

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The Message Queues tool prompts you to choose the queue assignment.

6. Select one of the following options:

7. Click the button to save your changes.

Assignment Description

Leave Unassigned Queue is currently unassigned and not in use. Select this option to use this queue as the outbound queue for Siperian Hub API responses, or to indicate that the queue is currently unassigned and is not in use.

Use with Message Queue Triggers

Queue is currently assigned and is available for use by message triggers that are defined in the Schema Manager according to the instructions in “Configuring Message Triggers” on page 612.

Use Legacy XML Select (check) this option only if your Siperian Hub implementation requires that you use the legacy XML message format (Siperian Hub XU version) instead of the current version of the XML message format. For more information, see “Legacy JMS Message XML Reference” on page 644.

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Editing Message Queue Properties

To edit the properties of an existing message queue:1. In the Hub Console, start the Message Queues tool. For more information, see

“Starting the Message Queues Tool” on page 603.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the navigation pane, select the name of the message queue that you want to configure.

4. Change the editable properties for this message queue. For more information, see “Message Queue Properties” on page 608.

Click the button next to any property that you want to change.

5. Change the queue assignment, if you want.

6. Click the button to save your changes.

Deleting Message Queues

To delete an existing message queue:1. In the Hub Console, start the Message Queues tool. For more information, see

“Starting the Message Queues Tool” on page 603.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. In the navigation pane, right-click the name of the message queue that you want to delete, and then choose Delete from the pop-up menu.

4. The Message Queues tool prompts you to confirm deletion.

5. Click Yes.

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Configuring Message Triggers

Configuring Message TriggersThis section describes how to configure message triggers for your Siperian Hub implementation. You configure message triggers in the Schema Manager tool.

About Message Triggers

Use message triggers to identify which actions within Siperian Hub are communicated to external applications, and where to publish XML messages. When an action occurs for which a rule is defined, an XML message is placed in a JMS message queue. A message trigger specifies the JMS message queue in which messages are placed. For example:1. A user inserts a record in a base object.

2. This insert action initiates a message trigger.

3. Siperian Hub evaluates the message trigger and sends a message to the appropriate message queue.

4. An outside application polls the message queue, picks up the message, and processes it.

You can use the same message queue for all triggers, or you can use a different message queue for each trigger. In order for an action to trigger a message trigger, the message queues must be configured, and a message trigger must be defined for that base object and action.

Types of Events for Message Triggers

The following types of events can cause a message trigger to be fired and a message placed in the queue.Events for Which Message Queue Rules Can Be Defined

Event Description

Add new data • Add the data through the load process• Add the data through the Data Manager• Add the data through the API verb using PUT or CLEANSE_PUT

(either through HTTP, SOAP, MQ, and so on)

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Add new pending data

A new record with a PENDING state is created. Applies to state-enabled base objects only.

Update existing data

• Update the data through the load process• Update the data through the Data Manager• Update the data through the API verb using PUT or CLEANSE_

PUT (either through HTTP, SOAP, MQ, and so on)Note:

• If trust rules prevent the base object columns from being updated, no message is generated.

• If one or more of the specified columns are updated, a single message is generated. This single message includes data from all of the cross-references in all output systems.

Update existing pending data

An existing record with a PENDING state is updated. Applies to state-enabled base objects only. For more information, see Chapter 7, “State Management.”

Update, only XREF changed

• updating data when only the XREF has changed through the load process

• updating data when only the XREF has changed through the API using PUT or CLEANSE_PUT (either through HTTP, SOAP, MQ, and so on)

Pending update, only XREF changed

An XREF record with a PENDING state is updated. This includes promotion of a record. Applies to state-enabled base objects only. For more information, see Chapter 7, “State Management.”

Merging data • Manual Merge via Merge Manager • Merge via the API Verb (either though HTTP, SOAP, MQ etc.) • Automatch and Merge

Merging data, Base object updated

Merging data when the base object has been updated

Unmerging data • Unmerge the data through the Data Manager• Unmerge the data through the API verb using UNMERGE (either

through HTTP, SOAP, EJB etc.)

Events for Which Message Queue Rules Can Be Defined (Cont.)

Event Description

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Considerations for Message Triggers

Consider the following issues when setting up message triggers for your implementation:• If a message queue is used in any message trigger definition under a base object in

any Hub Store, the message queue displays the following message: “The message queue is currently in use by message triggers.” In this case, you cannot edit the properties of the message queue. Instead, you must create another message queue to make the necessary changes.

Accepting data as unique

• Accepting a single record as unique via the Merge Manager • Accepting multiple records as unique via the Merge Manager • Having Accept as Unique turned on in the Base Object's Match

rules (this happens during the match/merge process)Note: When a record is accepted as unique—either automatically through a match rule or manually by a data steward—Siperian Hub generates a message with the record information, including the cross-reference information for all output systems. This message is placed in the queue.

Delete BO data A base object record is soft deleted (state changed to DELETED). Applies to state-enabled base objects only. For more information, see Chapter 7, “State Management.”

Delete XREF data An XREF record is soft deleted (state changed to DELETED). Applies to state-enabled base objects only. For more information, see Chapter 7, “State Management.”

Delete pending BO data

A base object record with a PENDING state is hard deleted. Applies to state-enabled base objects only. For more information, see Chapter 7, “State Management.”

Delete pending XREF data

An XREF record with a PENDING state is hard deleted. Applies to state-enabled base objects only. For more information, see Chapter 7, “State Management.”

No action Applies only to Activity Manager. Returned only by a cleanse_put operation and only if delta detection is enabled. If delta detection is not enabled, then an Update action type is returned.

Events for Which Message Queue Rules Can Be Defined (Cont.)

Event Description

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• Message triggers apply to one base object only, and they fire only when a specific action occurs directly on that base object. If you have two tables that are in a parent-child relationship, then you need to explicitly define message queues separately, for each table. Change detection is based on specific changes to each base object (such as a load INSERT, load UPDATE, MERGE, or PUT). Changes to a record of the parent table can fire a message trigger for the parent record only. If changes in the parent record affect one or more associated child records, then a message trigger for the child table must be explicitly configured to fire when such an action occurs in the child records.

• In addition to base objects, message triggers can be configured for dependent and relationship objects. However, only insert and update actions are available for dependent and relationship objects.

Adding Message Triggers

To add a message trigger for a base object:1. Configure the message queue to be usable with message triggers. For more

information, see “Editing Message Queue Properties” on page 611.

2. Start the Schema Manager according to the instructions in“Starting the Schema Manager” on page 90.

3. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

4. Expand the base object that will be monitored, and select the Message Trigger Setup node.

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If no message triggers have been set up, then the Schema Tool displays an empty screen.

5. Do one of the following:

• If no message triggers have been defined, click Add Message Trigger.

OR

• If message triggers have been defined, then click the button.

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The Schema Manager displays the Add Message Trigger wizard.

6. Specify a name and description for the new message trigger.

7. Click Next.

The Add Message Trigger wizard prompts you to specify the messaging package.

8. Select the package that will be used to build the message. For more information, see “Configuring Packages” on page 196.

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9. Click Next.

The Add Message Trigger wizard prompts you to specify the target message queue.

10. Select the message queue to which the message will be written.

11. Click Next.

The Add Message Trigger wizard prompts you to specify the rules for this message trigger.

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12. Select the event type(s) for this message trigger.

For more information, see “Types of Events for Message Triggers” on page 612.

13. Configure the system properties for this message trigger:

Note: You must select at least one Triggering system and one In Message system.

For example, suppose your implementation had three source systems (A, B, and C) and a base object record had cross-reference records for A and B. Suppose the cross-reference in system A for this base object record were updated. The following table shows possible message trigger configurations and the resulting message:

Check Box Description

Triggering System(s) that will trigger the action.

In Message For each message that is placed on a message queue due to the trigger, the message includes the pkey_src_object value for each cross-reference that it has in one of the 'In Message' systems.

In Message Systems Resulting Message

A Message with cross-reference for system A

B Message with cross-reference for system B

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14. Identify the system to which the event applies, columns to listen to for changes, and the package used to construct the message.

All events send the base object record—and all corresponding cross-references that make up that record—to the message, based on the specified package.

15. Click Next if you have selected an Update option. Otherwise click Finish.

16. If you have clicked the Update action, the Schema Manager prompts you to select the columns to monitor for update actions.

17. Do one of the following:

• Select the column(s) to monitor for the events associated with this message trigger, or

C No message – no cross-references from In Message

A & B Message with cross-reference for systems A and B

A & C Message with cross-reference for system A

B & C Message with cross-reference for system B

A & B & C Message with cross-reference for systems A and B

In Message Systems Resulting Message

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• Select the Trigger message if change on any column check box to monitor all columns for updates.

18. Click Finish.

Editing Message Triggers

To edit the properties of an existing message trigger:1. Start the Schema Manager according to the instructions in“Starting the Schema

Manager” on page 90.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Expand the base object that will be monitored, and select the Message Trigger Setup node.

4. In the Message Triggers list, click the message trigger that you want to configure.

The Schema Manager displays the settings for the selected message trigger.

5. Change the settings you want. For more information, see “Adding Message Triggers” on page 615 and “Types of Events for Message Triggers” on page 612.

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Click the button next to editable property that you want to change.

6. Click the button to save your changes.

Deleting Message Triggers

To delete an existing message trigger:1. Start the Schema Manager according to the instructions in“Starting the Schema

Manager” on page 90.

2. Acquire a write lock according to the instructions in “Acquiring a Write Lock” on page 30.

3. Expand the base object that will be monitored, and select the Message Trigger Setup node.

4. In the Message Triggers list, click the message trigger that you want to delete.

5. Click the button.

The Schema Manager prompts you to confirm deletion.

6. Click Yes.

JMS Message XML ReferenceThis section describes the structure of Siperian Hub XML messages and provides example messages.

Note: If your Siperian Hub implementation requires that you use the legacy XML message format (Siperian Hub XU version) instead of the current version of the XML message format (described in this section), see “Legacy JMS Message XML Reference” on page 644 instead.

Generating ORS-specific XML Message Schemas

As described in “ORS-specific XML Message Schemas” on page 344, to create XML messages, the publish process relies on an ORS-specific schema file (<ors-name>-siperian-mrm-event.xsd) that you generate using the JMS Event

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Schema Manager tool in the Hub Console. For more information, see “Generating and Deploying ORS-specific Schemas” on page 827.

Elements in an XML Message

The following table describes the elements in an XML message.

Field Description

Root Node

<siperianEvent> Root node in the XML message.

Event Metadata

<eventMetadata> Root node for event metadata.

<messageId> Unique ID for siperianEvent messages.

<eventType> Type of event, as described in “Types of Events for Message Triggers” on page 612. One of the following values:• Insert• Update• Update XREF• Accept as Unique• Merge• Unmerge• Merge Update

<baseObjectUid> UID of the base object affected by this action.

<packageUid> UID of the package associated with this action.

<messageDate> Date/time when this message was generated.

<orsId> ID of the Operational Record Store (ORS) associated with this event.

<triggerUid> UID of the rule that triggered the event that generated this message.

Event Details

<eventTypeEvent> Root node for event details.

<sourceSystemName> Name of the source system associated with this event.

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<sourceKey> Value of the PKEY_SRC_OBJECT associated with this event.

<eventDate> Date/time when the event was generated.

<rowid> RowID of the base object record that was affected by the event.

<xrefKey> Root node of a cross-reference record affected by this event.

<systemName> System name of the cross-reference record affected by this event.

<sourceKey> PKEY_SRC_OBJECT of the cross-reference record affected by this event.

<packageName> Name of the secure package associated with this event.

<columnName> Each column in the package is represented by an element in the XML file. Examples: rowidObject and consolidationInd. Defined in the ORS-specific XSD that is generated using the JMS Event Schema Manager tool. For more information, see “Generating and Deploying ORS-specific Schemas” on page 827.

<mergedRowid> List of ROWID_OBJECT values for the losing records in the merge. This field is included in messages for Merge events only.

<dependentSourceKey> Applies only to an insert in or update of the relationship of dependent objects.

Field Description

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Filtering Messages

You can use the custom JMS header named MessageType to filter incoming messages based on the message type. The following message types are indicated in the message header.

Example XML Messages

This section provides listings of example XML messages.

Accept As Unique Message

The following is an example of an Accept As Unique message:<?xml version="1.0" encoding="UTF-8"?><siperianEvent> <eventMetadata> <eventType>Accept as Unique</eventType> <baseObjectUid>BASE_OBJECT.C_CONTACT</baseObjectUid> <packageUid>PACKAGE.CONTACT_PKG</packageUid> <orsId>localhost-mrm-CMX_ORS</orsId> <triggerUid>MESSAGE_QUEUE_RULE.ContactUpdate</triggerUid> <messageId>192</messageId> <messageDate>2008-09-10T16:33:14.000-07:00</messageDate> </eventMetadata>

Message Type Description

siperianEvent Event notification message.

<serviceNameReturn> For Services Integration Framework (SIF) responses, the response begins with the name of the SIF request, as in the following fragment of a response to a get request:<getReturn>

<message>The GET was executed successfully - retrieved 1 records</message>

<recordKey><ROWID>2</ROWID>

</recordKey>

...

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<acceptAsUniqueEvent> <sourceSystemName>Admin</sourceSystemName> <sourceKey>SVR1.1T1</sourceKey> <eventDate>2008-09-10T16:33:14.000-07:00</eventDate> <rowid>2 </rowid> <xrefKey> <systemName>Admin</systemName> <sourceKey>SVR1.1T1</sourceKey> </xrefKey> <contactPkg> <rowidObject>2 </rowidObject> <creator>admin</creator> <createDate>2008-08-13T20:28:02.000-07:00</createDate> <updatedBy>admin</updatedBy> <lastUpdateDate>2008-09-10T16:33:14.000-07:00</lastUpdateDate> <consolidationInd>1</consolidationInd> <lastRowidSystem>SYS0 </lastRowidSystem> <dirtyInd>0</dirtyInd> <firstName>Joey</firstName> <lastName>Brown</lastName> </contactPkg> </acceptAsUniqueEvent></siperianEvent>

Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

AMRule Message

The following is an example of an AMRule message:<?xml version="1.0" encoding="UTF-8"?><siperianEvent> <eventMetadata> <eventType>AM Rule Event</eventType> <packageUid>PACKAGE.CONTACT_PKG</packageUid> <orsId>localhost-mrm-CMX_ORS</orsId> <interactionId>12</interactionId> <activityName>Changed Contact and Address </activityName> <triggerUid>MESSAGE_QUEUE_RULE.ContactUpdateLegacy</triggerUid> <messageId>291</messageId> <messageDate>2008-09-19T11:43:42.979-07:00</messageDate> </eventMetadata> <amRuleEvent>

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<eventDate>2008-09-19T11:43:42.979-07:00</eventDate> <contactPkgAmEvent> <amRuleUid>AM_RULE.RuleSet1|Rule1</amRuleUid> <contactPkg> <rowidObject>64 </rowidObject> <creator>admin</creator> <createDate>2008-09-08T16:24:35.000-07:00</createDate> <updatedBy>admin</updatedBy> <lastUpdateDate>2008-09-18T16:26:45.000-07:00</lastUpdateDate> <consolidationInd>2</consolidationInd> <lastRowidSystem>SYS0 </lastRowidSystem> <dirtyInd>1</dirtyInd> <firstName>Johnny</firstName> <lastName>Brown</lastName> <hubStateInd>1</hubStateInd> </contactPkg> <cContact> <event> <eventType>Update</eventType> <system>Admin</system> </event> <event> <eventType>Update XREF</eventType> <system>Admin</system> </event> <xrefKey> <systemName>CRM</systemName> <sourceKey>PK1265</sourceKey> </xrefKey> <xrefKey> <systemName>Admin</systemName> <sourceKey>64</sourceKey> </xrefKey> </cContact> </contactPkgAmEvent> </amRuleEvent></siperianEvent>

Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

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BoDelete Message

The following is an example of a BoDelete message:<?xml version="1.0" encoding="UTF-8"?><siperianEvent> <eventMetadata> <eventType>BO Delete</eventType> <baseObjectUid>BASE_OBJECT.C_CONTACT</baseObjectUid> <packageUid>PACKAGE.CONTACT_PKG</packageUid> <orsId>localhost-mrm-CMX_ORS</orsId> <triggerUid>MESSAGE_QUEUE_RULE.ContactUpdate</triggerUid> <messageId>328</messageId> <messageDate>2008-09-19T14:35:53.000-07:00</messageDate> </eventMetadata> <boDeleteEvent> <sourceSystemName>Admin</sourceSystemName> <eventDate>2008-09-19T14:35:53.000-07:00</eventDate> <rowid>107 </rowid> <xrefKey> <systemName>CRM</systemName> </xrefKey> <xrefKey> <systemName>Admin</systemName> </xrefKey> <xrefKey> <systemName>WEB</systemName> </xrefKey> <contactPkg> <rowidObject>107 </rowidObject> <creator>sifuser</creator> <createDate>2008-09-19T14:35:28.000-07:00</createDate> <updatedBy>admin</updatedBy> <lastUpdateDate>2008-09-19T14:35:53.000-07:00</lastUpdateDate> <consolidationInd>4</consolidationInd> <lastRowidSystem>CRM </lastRowidSystem> <dirtyInd>1</dirtyInd> <firstName>John</firstName> <lastName>Smith</lastName> <hubStateInd>-1</hubStateInd> </contactPkg> </boDeleteEvent></siperianEvent>

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Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

BoSetToDelete Message<?xml version="1.0" encoding="UTF-8"?><siperianEvent> <eventMetadata> <eventType>BO set to Delete</eventType> <baseObjectUid>BASE_OBJECT.C_CONTACT</baseObjectUid> <packageUid>PACKAGE.CONTACT_PKG</packageUid> <orsId>localhost-mrm-CMX_ORS</orsId> <triggerUid>MESSAGE_QUEUE_RULE.ContactUpdate</triggerUid> <messageId>319</messageId> <messageDate>2008-09-19T14:21:03.000-07:00</messageDate> </eventMetadata> <boSetToDeleteEvent> <sourceSystemName>Admin</sourceSystemName> <eventDate>2008-09-19T14:21:03.000-07:00</eventDate> <rowid>102 </rowid> <xrefKey> <systemName>CRM</systemName> </xrefKey> <xrefKey> <systemName>Admin</systemName> </xrefKey> <xrefKey> <systemName>WEB</systemName> </xrefKey> <contactPkg> <rowidObject>102 </rowidObject> <creator>admin</creator> <createDate>2008-09-19T13:57:09.000-07:00</createDate> <updatedBy>admin</updatedBy> <lastUpdateDate>2008-09-19T14:21:03.000-07:00</lastUpdateDate> <consolidationInd>4</consolidationInd> <lastRowidSystem>SYS0 </lastRowidSystem> <dirtyInd>1</dirtyInd> <hubStateInd>-1</hubStateInd> </contactPkg> </boSetToDeleteEvent></siperianEvent>

The following is an example of a BoSetToDelete message:

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Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

Delete Message

The following is an example of a Delete message:<?xml version="1.0" encoding="UTF-8"?><siperianEvent> <eventMetadata> <eventType>Delete</eventType> <baseObjectUid>BASE_OBJECT.C_CONTACT</baseObjectUid> <packageUid>PACKAGE.CONTACT_PKG</packageUid> <orsId>localhost-mrm-CMX_ORS</orsId> <triggerUid>MESSAGE_QUEUE_RULE.ContactUpdate</triggerUid> <messageId>328</messageId> <messageDate>2008-09-19T14:35:53.000-07:00</messageDate> </eventMetadata> <deleteEvent> <sourceSystemName>Admin</sourceSystemName> <eventDate>2008-09-19T14:35:53.000-07:00</eventDate> <rowid>107 </rowid> <xrefKey> <systemName>CRM</systemName> </xrefKey> <xrefKey> <systemName>Admin</systemName> </xrefKey> <xrefKey> <systemName>WEB</systemName> </xrefKey> <contactPkg> <rowidObject>107 </rowidObject> <creator>sifuser</creator> <createDate>2008-09-19T14:35:28.000-07:00</createDate> <updatedBy>admin</updatedBy> <lastUpdateDate>2008-09-19T14:35:53.000-07:00</lastUpdateDate> <consolidationInd>4</consolidationInd> <lastRowidSystem>CRM </lastRowidSystem> <dirtyInd>1</dirtyInd> <firstName>John</firstName> <lastName>Smith</lastName> <hubStateInd>-1</hubStateInd> </contactPkg>

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</deleteEvent></siperianEvent>

Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

Insert Message

The following is an example of an Insert message:<?xml version="1.0" encoding="UTF-8"?><siperianEvent> <eventMetadata> <eventType>Insert</eventType> <baseObjectUid>BASE_OBJECT.C_CONTACT</baseObjectUid> <packageUid>PACKAGE.CONTACT_PKG</packageUid> <orsId>localhost-mrm-CMX_ORS</orsId> <triggerUid>MESSAGE_QUEUE_RULE.ContactUpdateLegacy</triggerUid> <messageId>114</messageId> <messageDate>2008-09-08T16:02:11.000-07:00</messageDate> </eventMetadata> <insertEvent> <sourceSystemName>CRM</sourceSystemName> <sourceKey>PK12658</sourceKey> <eventDate>2008-09-08T16:02:11.000-07:00</eventDate> <rowid>66 </rowid> <xrefKey> <systemName>CRM</systemName> <sourceKey>PK12658</sourceKey> </xrefKey> <contactPkg> <rowidObject>66 </rowidObject> <creator>admin</creator> <createDate>2008-09-08T16:02:11.000-07:00</createDate> <updatedBy>admin</updatedBy> <lastUpdateDate>2008-09-08T16:02:11.000-07:00</lastUpdateDate> <consolidationInd>4</consolidationInd> <lastRowidSystem>CRM </lastRowidSystem> <dirtyInd>1</dirtyInd> <firstName>Joe</firstName> <lastName>Brown</lastName> </contactPkg> </insertEvent>

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</siperianEvent>

Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

Merge Message

The following is an example of a Merge message:<?xml version="1.0" encoding="UTF-8"?><siperianEvent> <eventMetadata> <eventType>Merge</eventType> <baseObjectUid>BASE_OBJECT.C_CONTACT</baseObjectUid> <packageUid>PACKAGE.CONTACT_PKG</packageUid> <orsId>localhost-mrm-CMX_ORS</orsId> <triggerUid>MESSAGE_QUEUE_RULE.ContactUpdateLegacy</triggerUid> <messageId>130</messageId> <messageDate>2008-09-08T16:13:28.000-07:00</messageDate> </eventMetadata> <mergeEvent> <sourceSystemName>CRM</sourceSystemName> <sourceKey>PK126566</sourceKey> <eventDate>2008-09-08T16:13:28.000-07:00</eventDate> <rowid>65 </rowid> <xrefKey> <systemName>CRM</systemName> <sourceKey>PK126566</sourceKey> </xrefKey> <xrefKey> <systemName>Admin</systemName> <sourceKey>SVR1.28E</sourceKey> </xrefKey> <mergedRowid>62 </mergedRowid> <contactPkg> <rowidObject>65 </rowidObject> <creator>admin</creator> <createDate>2008-09-08T15:49:17.000-07:00</createDate> <updatedBy>admin</updatedBy> <lastUpdateDate>2008-09-08T16:13:28.000-07:00</lastUpdateDate> <consolidationInd>4</consolidationInd> <lastRowidSystem>SYS0 </lastRowidSystem> <dirtyInd>1</dirtyInd> <firstName>Joe</firstName>

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<lastName>Brown</lastName> </contactPkg> </mergeEvent></siperianEvent>

Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

Merge Update Message

The following is an example of a Merge Update message:<?xml version="1.0" encoding="UTF-8"?><siperianEvent> <eventMetadata> <eventType>Merge Update</eventType> <baseObjectUid>BASE_OBJECT.C_CONTACT</baseObjectUid> <packageUid>PACKAGE.CONTACT_PKG</packageUid> <orsId>localhost-mrm-CMX_ORS</orsId> <triggerUid>MESSAGE_QUEUE_RULE.ContactUpdate</triggerUid> <messageId>269</messageId> <messageDate>2008-09-10T17:25:42.000-07:00</messageDate> </eventMetadata> <mergeUpdateEvent> <sourceSystemName>CRM</sourceSystemName> <sourceKey>P45678</sourceKey> <eventDate>2008-09-10T17:25:42.000-07:00</eventDate> <rowid>83 </rowid> <xrefKey> <systemName>CRM</systemName> <sourceKey>P45678</sourceKey> </xrefKey> <mergedRowid>58 </mergedRowid> <contactPkg> <rowidObject>83 </rowidObject> <creator>admin</creator> <createDate>2008-09-10T16:44:56.000-07:00</createDate> <updatedBy>admin</updatedBy> <lastUpdateDate>2008-09-10T17:25:42.000-07:00</lastUpdateDate> <consolidationInd>1</consolidationInd> <lastRowidSystem>CRM </lastRowidSystem> <dirtyInd>1</dirtyInd> <firstName>Thomas</firstName>

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JMS Message XML Reference

<lastName>Jones</lastName> </contactPkg> </mergeUpdateEvent></siperianEvent>

Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

No Action Message

The following is an example of a No Action message:<?xml version="1.0" encoding="UTF-8"?><siperianEvent> <eventMetadata> <eventType>No Action</eventType> <baseObjectUid>BASE_OBJECT.C_CONTACT</baseObjectUid> <packageUid>PACKAGE.CONTACT_PKG</packageUid> <orsId>localhost-mrm-CMX_ORS</orsId> <triggerUid>MESSAGE_QUEUE_RULE.ContactUpdate</triggerUid> <messageId>267</messageId> <messageDate>2008-09-10T17:25:42.000-07:00</messageDate> </eventMetadata> <noActionEvent> <sourceSystemName>CRM</sourceSystemName> <sourceKey>P45678</sourceKey> <eventDate>2008-09-10T17:25:42.000-07:00</eventDate> <rowid>83 </rowid> <xrefKey> <systemName>CRM</systemName> <sourceKey>P45678</sourceKey> </xrefKey> <xrefKey> <systemName>CRM</systemName> <sourceKey>P45678</sourceKey> </xrefKey> <xrefKey> <systemName>CRM</systemName> <sourceKey>P45678</sourceKey> </xrefKey> <contactPkg> <rowidObject>83 </rowidObject> <creator>admin</creator> <createDate>2008-09-10T16:44:56.000-07:00</createDate>

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<updatedBy>admin</updatedBy> <lastUpdateDate>2008-09-10T17:25:42.000-07:00</lastUpdateDate> <consolidationInd>1</consolidationInd> <lastRowidSystem>CRM </lastRowidSystem> <dirtyInd>1</dirtyInd> <firstName>Thomas</firstName> <lastName>Jones</lastName> </contactPkg> </noActionEvent></siperianEvent>

Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

PendingInsert Message

The following is an example of a PendingInsert message:<?xml version="1.0" encoding="UTF-8"?><siperianEvent> <eventMetadata> <eventType>Pending Insert</eventType> <baseObjectUid>BASE_OBJECT.C_CONTACT</baseObjectUid> <packageUid>PACKAGE.CONTACT_PKG</packageUid> <orsId>localhost-mrm-CMX_ORS</orsId> <triggerUid>MESSAGE_QUEUE_RULE.ContactUpdate</triggerUid> <messageId>302</messageId> <messageDate>2008-09-19T13:57:10.000-07:00</messageDate> </eventMetadata> <pendingInsertEvent> <sourceSystemName>Admin</sourceSystemName> <sourceKey>SVR1.2V3</sourceKey> <eventDate>2008-09-19T13:57:10.000-07:00</eventDate> <rowid>102 </rowid> <xrefKey> <systemName>Admin</systemName> <sourceKey>SVR1.2V3</sourceKey> </xrefKey> <contactPkg> <rowidObject>102 </rowidObject> <creator>admin</creator> <createDate>2008-09-19T13:57:09.000-07:00</createDate> <updatedBy>admin</updatedBy>

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<lastUpdateDate>2008-09-19T13:57:09.000-07:00</lastUpdateDate> <consolidationInd>4</consolidationInd> <lastRowidSystem>SYS0 </lastRowidSystem> <dirtyInd>1</dirtyInd> <firstName>John</firstName> <lastName>Smith</lastName> <hubStateInd>0</hubStateInd> </contactPkg> </pendingInsertEvent></siperianEvent>

Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

PendingUpdate Message

The following is an example of a PendingUpdate message:<?xml version="1.0" encoding="UTF-8"?><siperianEvent> <eventMetadata> <eventType>Pending Update</eventType> <baseObjectUid>BASE_OBJECT.C_CONTACT</baseObjectUid> <packageUid>PACKAGE.CONTACT_PKG</packageUid> <orsId>localhost-mrm-CMX_ORS</orsId> <triggerUid>MESSAGE_QUEUE_RULE.ContactUpdate</triggerUid> <messageId>306</messageId> <messageDate>2008-09-19T14:01:36.000-07:00</messageDate> </eventMetadata> <pendingUpdateEvent> <sourceSystemName>CRM</sourceSystemName> <sourceKey>CPK125</sourceKey> <eventDate>2008-09-19T14:01:36.000-07:00</eventDate> <rowid>102 </rowid> <xrefKey> <systemName>CRM</systemName> <sourceKey>CPK125</sourceKey> </xrefKey> <xrefKey> <systemName>Admin</systemName> <sourceKey>SVR1.2V3</sourceKey> </xrefKey> <contactPkg> <rowidObject>102 </rowidObject>

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<creator>admin</creator> <createDate>2008-09-19T13:57:09.000-07:00</createDate> <updatedBy>sifuser</updatedBy> <lastUpdateDate>2008-09-19T14:01:36.000-07:00</lastUpdateDate> <consolidationInd>4</consolidationInd> <lastRowidSystem>CRM </lastRowidSystem> <dirtyInd>1</dirtyInd> <firstName>John</firstName> <lastName>Smith</lastName> <hubStateInd>1</hubStateInd> </contactPkg> </pendingUpdateEvent></siperianEvent>

Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

PendingUpdateXref Message

The following is an example of a PendingUpdateXref message:<?xml version="1.0" encoding="UTF-8"?><siperianEvent> <eventMetadata> <eventType>Pending Update XREF</eventType> <baseObjectUid>BASE_OBJECT.C_CONTACT</baseObjectUid> <packageUid>PACKAGE.CONTACT_PKG</packageUid> <orsId>localhost-mrm-CMX_ORS</orsId> <triggerUid>MESSAGE_QUEUE_RULE.ContactUpdate</triggerUid> <messageId>306</messageId> <messageDate>2008-09-19T14:01:36.000-07:00</messageDate> </eventMetadata> <pendingUpdateXrefEvent> <sourceSystemName>CRM</sourceSystemName> <sourceKey>CPK125</sourceKey> <eventDate>2008-09-19T14:01:36.000-07:00</eventDate> <rowid>102 </rowid> <xrefKey> <systemName>CRM</systemName> <sourceKey>CPK125</sourceKey> </xrefKey> <xrefKey> <systemName>Admin</systemName>

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<sourceKey>SVR1.2V3</sourceKey> </xrefKey> <contactPkg> <rowidObject>102 </rowidObject> <creator>admin</creator> <createDate>2008-09-19T13:57:09.000-07:00</createDate> <updatedBy>sifuser</updatedBy> <lastUpdateDate>2008-09-19T14:01:36.000-07:00</lastUpdateDate> <consolidationInd>4</consolidationInd> <lastRowidSystem>CRM </lastRowidSystem> <dirtyInd>1</dirtyInd> <firstName>John</firstName> <lastName>Smith</lastName> <hubStateInd>1</hubStateInd> </contactPkg> </pendingUpdateXrefEvent></siperianEvent>

Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

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Unmerge Message

The following is an example of an unmerge message:<?xml version="1.0" encoding="UTF-8"?><siperianEvent> <eventMetadata> <eventType>UnMerge</eventType> <baseObjectUid>BASE_OBJECT.C_CONTACT</baseObjectUid> <packageUid>PACKAGE.CONTACT_PKG</packageUid> <orsId>localhost-mrm-CMX_ORS</orsId> <triggerUid>MESSAGE_QUEUE_RULE.ContactUpdate</triggerUid> <messageId>145</messageId> <messageDate>2008-09-08T16:24:36.000-07:00</messageDate> </eventMetadata> <unmergeEvent> <sourceSystemName>CRM</sourceSystemName> <sourceKey>PK1265</sourceKey> <eventDate>2008-09-08T16:24:36.000-07:00</eventDate> <rowid>65 </rowid> <xrefKey> <systemName>CRM</systemName> <sourceKey>PK1265</sourceKey> </xrefKey> <mergedRowid>64 </mergedRowid> <contactPkg> <rowidObject>65 </rowidObject> <creator>admin</creator> <createDate>2008-09-08T15:49:17.000-07:00</createDate> <updatedBy>admin</updatedBy> <lastUpdateDate>2008-09-08T16:24:35.000-07:00</lastUpdateDate> <consolidationInd>4</consolidationInd> <lastRowidSystem>SYS0 </lastRowidSystem> <dirtyInd>1</dirtyInd> <firstName>Joe</firstName> <lastName>Brown</lastName> </contactPkg> </unmergeEvent></siperianEvent>

Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

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Update Message

The following is an example of an update message:<?xml version="1.0" encoding="UTF-8"?><siperianEvent> <eventMetadata> <eventType>Update</eventType> <baseObjectUid>BASE_OBJECT.C_CONTACT</baseObjectUid> <packageUid>PACKAGE.CONTACT_PKG</packageUid> <orsId>localhost-mrm-CMX_ORS</orsId> <triggerUid>MESSAGE_QUEUE_RULE.ContactUpdate</triggerUid> <messageId>120</messageId> <messageDate>2008-09-08T16:05:13.000-07:00</messageDate> </eventMetadata> <updateEvent> <sourceSystemName>CRM</sourceSystemName> <sourceKey>PK12658</sourceKey> <eventDate>2008-09-08T16:05:13.000-07:00</eventDate> <rowid>66 </rowid> <xrefKey> <systemName>CRM</systemName> <sourceKey>PK12658</sourceKey> </xrefKey> <contactPkg> <rowidObject>66 </rowidObject> <creator>admin</creator> <createDate>2008-09-08T16:02:11.000-07:00</createDate> <updatedBy>admin</updatedBy> <lastUpdateDate>2008-09-08T16:05:13.000-07:00</lastUpdateDate> <consolidationInd>4</consolidationInd> <lastRowidSystem>CRM </lastRowidSystem> <dirtyInd>1</dirtyInd> <firstName>Joe</firstName> <lastName>Black</lastName> </contactPkg> </updateEvent></siperianEvent>

Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

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Update XREF Message

The following is an example of an Update XREF message:<?xml version="1.0" encoding="UTF-8"?><siperianEvent> <eventMetadata> <eventType>Update XREF</eventType> <baseObjectUid>BASE_OBJECT.C_CONTACT</baseObjectUid> <packageUid>PACKAGE.CONTACT_PKG</packageUid> <orsId>localhost-mrm-CMX_ORS</orsId> <triggerUid>MESSAGE_QUEUE_RULE.ContactUpdate</triggerUid> <messageId>121</messageId> <messageDate>2008-09-08T16:05:13.000-07:00</messageDate> </eventMetadata> <updateXrefEvent> <sourceSystemName>CRM</sourceSystemName> <sourceKey>PK12658</sourceKey> <eventDate>2008-09-08T16:05:13.000-07:00</eventDate> <rowid>66 </rowid> <xrefKey> <systemName>CRM</systemName> <sourceKey>PK12658</sourceKey> </xrefKey> <contactPkg> <rowidObject>66 </rowidObject> <creator>admin</creator> <createDate>2008-09-08T16:02:11.000-07:00</createDate> <updatedBy>admin</updatedBy> <lastUpdateDate>2008-09-08T16:05:13.000-07:00</lastUpdateDate> <consolidationInd>4</consolidationInd> <lastRowidSystem>CRM </lastRowidSystem> <dirtyInd>1</dirtyInd> <firstName>Joe</firstName> <lastName>Black</lastName> </contactPkg> </updateXrefEvent></siperianEvent>

Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

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XRefDelete Message

The following is an example of an XRefDelete message:<?xml version="1.0" encoding="UTF-8"?><siperianEvent> <eventMetadata> <eventType>XREF Delete</eventType> <baseObjectUid>BASE_OBJECT.C_CONTACT</baseObjectUid> <packageUid>PACKAGE.CONTACT_PKG</packageUid> <orsId>localhost-mrm-CMX_ORS</orsId> <triggerUid>MESSAGE_QUEUE_RULE.ContactUpdate</triggerUid> <messageId>314</messageId> <messageDate>2008-09-19T14:14:51.000-07:00</messageDate> </eventMetadata> <XrefDeleteEvent> <sourceSystemName>CRM</sourceSystemName> <sourceKey>CPK1256</sourceKey> <eventDate>2008-09-19T14:14:51.000-07:00</eventDate> <rowid>102 </rowid> <xrefKey> <systemName>CRM</systemName> <sourceKey>CPK1256</sourceKey> </xrefKey> <contactPkg> <rowidObject>102 </rowidObject> <creator>admin</creator> <createDate>2008-09-19T13:57:09.000-07:00</createDate> <updatedBy>sifuser</updatedBy> <lastUpdateDate>2008-09-19T14:14:54.000-07:00</lastUpdateDate> <consolidationInd>4</consolidationInd> <lastRowidSystem>CRM </lastRowidSystem> <dirtyInd>1</dirtyInd> <hubStateInd>1</hubStateInd> </contactPkg> </XrefDeleteEvent></siperianEvent>

Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

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XRefSetToDelete Message

The following is an example of an XRefSetToDelete message:<?xml version="1.0" encoding="UTF-8"?><siperianEvent> <eventMetadata> <eventType>XREF set to Delete</eventType> <baseObjectUid>BASE_OBJECT.C_CONTACT</baseObjectUid> <packageUid>PACKAGE.CONTACT_PKG</packageUid> <orsId>localhost-mrm-CMX_ORS</orsId> <triggerUid>MESSAGE_QUEUE_RULE.ContactUpdate</triggerUid> <messageId>314</messageId> <messageDate>2008-09-19T14:14:51.000-07:00</messageDate> </eventMetadata> <XrefSetToDeleteEvent> <sourceSystemName>CRM</sourceSystemName> <sourceKey>CPK1256</sourceKey> <eventDate>2008-09-19T14:14:51.000-07:00</eventDate> <rowid>102 </rowid> <xrefKey> <systemName>CRM</systemName> <sourceKey>CPK1256</sourceKey> </xrefKey> <contactPkg> <rowidObject>102 </rowidObject> <creator>admin</creator> <createDate>2008-09-19T13:57:09.000-07:00</createDate> <updatedBy>sifuser</updatedBy> <lastUpdateDate>2008-09-19T14:14:54.000-07:00</lastUpdateDate> <consolidationInd>4</consolidationInd> <lastRowidSystem>CRM </lastRowidSystem> <dirtyInd>1</dirtyInd> <hubStateInd>1</hubStateInd> </contactPkg> </XrefSetToDeleteEvent></siperianEvent>

Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

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Legacy JMS Message XML Reference

Legacy JMS Message XML ReferenceThis section describes the structure of legacy Siperian Hub XML messages and provides example messages. This section applies only if you have selected the Use Legacy XML check box in the Message Queues tool (see “Configuring Outbound Message Queues” on page 608). Use this option only when your Siperian Hub implementation requires that you use the legacy XML message format (Siperian Hub XU version) instead of the current version of the XML message format (described in “JMS Message XML Reference” on page 622).

Message Fields for Legacy XML

The contents of the data area of the message are determined by the package specified in the trigger. The data area can contain the following fields:Message Fields

Field Description

ACTION Action type: Insert, Update, Update XREF, Accept as Unique, Merge, Unmerge, or Merge Update.

MESSAGE_DATE Time when the event was generated.

TABLE_NAME Name of the base object table or cross-reference object table affected by this action.

RULE_NAME Name of the rule that triggered the event that generated this message.

RULE_ID ID of the rule that triggered the event that generated this message.

ROWID_OBJECT Unique key for the base object affected by this action.

MERGED_OBJECTS List of ROWID_OBJECT values for the losing records in the merge. This field is included in messages for MERGE events only.

SOURCE_XREF The SYSTEM and PKEY_SRC_OBJECT values for the cross-reference that triggered the UPDATE event. This field is included in messages for UPDATE events only.

XREFS List of SYSTEM and PKEY_SRC_OBJECT values for all of the cross-references in the output systems for this base object.

RELATED_PKEY_SRC_OBJECT

Applies only to an insert in or update of the relationship of dependent objects.

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Filtering Messages for Legacy XML

You can use the custom JMS header named MessageType to filter incoming messages based on the message type. The following message types are indicated in the message header.

SRC_RELATED_PKEY_SRC_OBJECT

Applies only to an update of relationship of dependent objects.

Message Type Description

SIP_EVENT Event notification message.

<serviceNameReturn> For Services Integration Framework (SIF) responses, the response begins with the name of the SIF request, as in the following fragment of a response to a get request:<getReturn>

<message>The GET was executed successfully - retrieved 1 records</message>

<recordKey>

<ROWID>2</ROWID>

</recordKey>...

Message Fields (Cont.)

Field Description

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Example Messages for Legacy XML

This section provides listings of example messages.

Accept as Unique Message

The following is an example of an accept as unique message:<SIP_EVENT>

<CONTROLAREA><ACTION>Accept as Unique</ACTION><MESSAGE_DATE>2005-07-21 16:37:00.0</MESSAGE_DATE><TABLE_NAME>C_CUSTOMER</TABLE_NAME><RULE_NAME>CustomerRule1</RULE_NAME><RULE_ID>SVR1.8EO</RULE_ID><ROWID_OBJECT>74 </ROWID_OBJECT><XREFS>

<XREF><SYSTEM>CRM</SYSTEM><PKEY_SRC_OBJECT>196 </PKEY_SRC_OBJECT></XREF><XREF><SYSTEM>SFA</SYSTEM><PKEY_SRC_OBJECT>49 </PKEY_SRC_OBJECT></XREF>

</XREFS></CONTROLAREA><DATAAREA>

<DATA><ROWID_OBJECT>74 </ROWID_OBJECT><CONSOLIDATION_IND>1</CONSOLIDATION_IND><FIRST_NAME>Jimmy</FIRST_NAME><MIDDLE_NAME>Neville</MIDDLE_NAME><LAST_NAME>Darwent</LAST_NAME><SUFFIX>Jr</SUFFIX><GENDER>M </GENDER><BIRTH_DATE>1938-06-22</BIRTH_DATE><SALUTATION>Mr</SALUTATION><SSN_TAX_NUMBER>659483774</SSN_TAX_NUMBER><FULL_NAME>Jimmy Darwent, Stony Brook Ny</FULL_NAME>

</DATA></DATAAREA>

</SIP_EVENT>

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Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

BO Delete Message

The following is an example of a BO delete message:<?xml version="1.0" encoding="UTF-8"?><SIP_EVENT> <CONTROLAREA> <ACTION>BO Delete</ACTION> <MESSAGE_DATE>2008-09-19 14:35:53.0</MESSAGE_DATE> <TABLE_NAME>C_CONTACT</TABLE_NAME> <PACKAGE>CONTACT_PKG</PACKAGE> <RULE_NAME>ContactUpdateLegacy</RULE_NAME> <RULE_ID>SVR1.28D</RULE_ID> <ROWID_OBJECT>107 </ROWID_OBJECT> <DATABASE>localhost-mrm-CMX_ORS</DATABASE> <XREFS> <XREF> <SYSTEM>CRM</SYSTEM> <PKEY_SRC_OBJECT /> </XREF> <XREF> <SYSTEM>Admin</SYSTEM> <PKEY_SRC_OBJECT /> </XREF> <XREF> <SYSTEM>WEB</SYSTEM> <PKEY_SRC_OBJECT /> </XREF> </XREFS> </CONTROLAREA> <DATAAREA> <DATA> <ROWID_OBJECT>107 </ROWID_OBJECT> <CREATOR>sifuser</CREATOR> <CREATE_DATE>19 Sep 2008 14:35:28</CREATE_DATE> <UPDATED_BY>admin</UPDATED_BY> <LAST_UPDATE_DATE>19 Sep 2008 14:35:53</LAST_UPDATE_DATE> <CONSOLIDATION_IND>4</CONSOLIDATION_IND> <DELETED_IND /> <DELETED_BY /> <DELETED_DATE />

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<LAST_ROWID_SYSTEM>CRM </LAST_ROWID_SYSTEM> <DIRTY_IND>1</DIRTY_IND> <INTERACTION_ID /> <FIRST_NAME>John</FIRST_NAME> <LAST_NAME>Smith</LAST_NAME> <HUB_STATE_IND>-1</HUB_STATE_IND> </DATA> </DATAAREA></SIP_EVENT>

Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

BO set to Delete

The following is an example of a BO set to delete message:<?xml version="1.0" encoding="UTF-8"?><SIP_EVENT> <CONTROLAREA> <ACTION>BO set to Delete</ACTION> <MESSAGE_DATE>2008-09-19 14:21:03.0</MESSAGE_DATE> <TABLE_NAME>C_CONTACT</TABLE_NAME> <PACKAGE>CONTACT_PKG</PACKAGE> <RULE_NAME>ContactUpdateLegacy</RULE_NAME> <RULE_ID>SVR1.28D</RULE_ID> <ROWID_OBJECT>102 </ROWID_OBJECT> <DATABASE>localhost-mrm-CMX_ORS</DATABASE> <XREFS> <XREF> <SYSTEM>CRM</SYSTEM> <PKEY_SRC_OBJECT /> </XREF> <XREF> <SYSTEM>Admin</SYSTEM> <PKEY_SRC_OBJECT /> </XREF> <XREF> <SYSTEM>WEB</SYSTEM> <PKEY_SRC_OBJECT /> </XREF> </XREFS> </CONTROLAREA> <DATAAREA>

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<DATA> <ROWID_OBJECT>102 </ROWID_OBJECT> <CREATOR>admin</CREATOR> <CREATE_DATE>19 Sep 2008 13:57:09</CREATE_DATE> <UPDATED_BY>admin</UPDATED_BY> <LAST_UPDATE_DATE>19 Sep 2008 14:21:03</LAST_UPDATE_DATE> <CONSOLIDATION_IND>4</CONSOLIDATION_IND> <DELETED_IND /> <DELETED_BY /> <DELETED_DATE /> <LAST_ROWID_SYSTEM>SYS0 </LAST_ROWID_SYSTEM> <DIRTY_IND>1</DIRTY_IND> <INTERACTION_ID /> <FIRST_NAME /> <LAST_NAME /> <HUB_STATE_IND>-1</HUB_STATE_IND> </DATA> </DATAAREA></SIP_EVENT>

Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

Delete Message

The following is an example of a delete message:<?xml version="1.0" encoding="UTF-8"?><SIP_EVENT> <CONTROLAREA> <ACTION>Delete</ACTION> <MESSAGE_DATE>2008-09-19 14:35:53.0</MESSAGE_DATE> <TABLE_NAME>C_CONTACT</TABLE_NAME> <PACKAGE>CONTACT_PKG</PACKAGE> <RULE_NAME>ContactUpdateLegacy</RULE_NAME> <RULE_ID>SVR1.28D</RULE_ID> <ROWID_OBJECT>107 </ROWID_OBJECT> <DATABASE>localhost-mrm-CMX_ORS</DATABASE> <XREFS> <XREF> <SYSTEM>CRM</SYSTEM> <PKEY_SRC_OBJECT /> </XREF>

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<XREF> <SYSTEM>Admin</SYSTEM> <PKEY_SRC_OBJECT /> </XREF> <XREF> <SYSTEM>WEB</SYSTEM> <PKEY_SRC_OBJECT /> </XREF> </XREFS> </CONTROLAREA> <DATAAREA> <DATA> <ROWID_OBJECT>107 </ROWID_OBJECT> <CREATOR>sifuser</CREATOR> <CREATE_DATE>19 Sep 2008 14:35:28</CREATE_DATE> <UPDATED_BY>admin</UPDATED_BY> <LAST_UPDATE_DATE>19 Sep 2008 14:35:53</LAST_UPDATE_DATE> <CONSOLIDATION_IND>4</CONSOLIDATION_IND> <DELETED_IND /> <DELETED_BY /> <DELETED_DATE /> <LAST_ROWID_SYSTEM>CRM </LAST_ROWID_SYSTEM> <DIRTY_IND>1</DIRTY_IND> <INTERACTION_ID /> <FIRST_NAME>John</FIRST_NAME> <LAST_NAME>Smith</LAST_NAME> <HUB_STATE_IND>-1</HUB_STATE_IND> </DATA> </DATAAREA></SIP_EVENT>

Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

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Insert Message

The following is an example of an insert message:<SIP_EVENT>

<CONTROLAREA><ACTION>Insert</ACTION><MESSAGE_DATE>2005-07-21 16:07:26.0</MESSAGE_DATE><TABLE_NAME>C_CUSTOMER</TABLE_NAME><RULE_NAME>CustomerRule1</RULE_NAME><RULE_ID>SVR1.8EO</RULE_ID><ROWID_OBJECT>33 </ROWID_OBJECT><XREFS>

<XREF><SYSTEM>CRM</SYSTEM><PKEY_SRC_OBJECT>49 </PKEY_SRC_OBJECT></XREF>

</XREFS></CONTROLAREA><DATAAREA>

<DATA><ROWID_OBJECT>33 </ROWID_OBJECT><CONSOLIDATION_IND>4</CONSOLIDATION_IND><FIRST_NAME>James</FIRST_NAME><MIDDLE_NAME>Neville</MIDDLE_NAME><LAST_NAME>Darwent</LAST_NAME><SUFFIX>Unknown</SUFFIX><GENDER>M </GENDER><BIRTH_DATE>1938-06-22</BIRTH_DATE><SALUTATION>Mr</SALUTATION><SSN_TAX_NUMBER>216275400</SSN_TAX_NUMBER><FULL_NAME>James Darwent,Stony Brook Ny</FULL_NAME>

</DATA></DATAAREA>

</SIP_EVENT>

Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

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Legacy JMS Message XML Reference

Merge Message

The following is an example of a merge message:<SIP_EVENT>

<CONTROLAREA><ACTION>Merge</ACTION><MESSAGE_DATE>2005-07-21 16:34:28.0</MESSAGE_DATE><TABLE_NAME>C_CUSTOMER</TABLE_NAME><RULE_NAME>CustomerRule1</RULE_NAME><RULE_ID>SVR1.8EO</RULE_ID><ROWID_OBJECT>74 </ROWID_OBJECT><XREFS>

<XREF><SYSTEM>CRM</SYSTEM><PKEY_SRC_OBJECT>196 </PKEY_SRC_OBJECT></XREF><XREF><SYSTEM>SFA</SYSTEM><PKEY_SRC_OBJECT>49 </PKEY_SRC_OBJECT></XREF>

</XREFS><MERGED_OBJECTS>

<ROWID_OBJECT>7 </ROWID_OBJECT></MERGED_OBJECTS>

</CONTROLAREA><DATAAREA>

<DATA><ROWID_OBJECT>74 </ROWID_OBJECT><CONSOLIDATION_IND>4</CONSOLIDATION_IND><FIRST_NAME>Jimmy</FIRST_NAME><MIDDLE_NAME>Neville</MIDDLE_NAME><LAST_NAME>Darwent</LAST_NAME><SUFFIX>Jr</SUFFIX><GENDER>M </GENDER><BIRTH_DATE>1938-06-22</BIRTH_DATE><SALUTATION>Mr</SALUTATION><SSN_TAX_NUMBER>659483774</SSN_TAX_NUMBER><FULL_NAME>Jimmy Darwent, Stony Brook Ny</FULL_NAME>

</DATA></DATAAREA>

</SIP_EVENT>

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Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

Merge Update Message

The following is an example of a merge update message:<SIP_EVENT>

<CONTROLAREA><ACTION>Merge Update</ACTION><MESSAGE_DATE>2005-07-21 16:34:28.0</MESSAGE_DATE><TABLE_NAME>C_CUSTOMER</TABLE_NAME><RULE_NAME>CustomerRule1</RULE_NAME><RULE_ID>SVR1.8EO</RULE_ID><ROWID_OBJECT>74 </ROWID_OBJECT><XREFS>

<XREF><SYSTEM>CRM</SYSTEM><PKEY_SRC_OBJECT>196 </PKEY_SRC_OBJECT></XREF><XREF><SYSTEM>SFA</SYSTEM><PKEY_SRC_OBJECT>49 </PKEY_SRC_OBJECT></XREF>

</XREFS><MERGED_OBJECTS>

<ROWID_OBJECT>7 </ROWID_OBJECT></MERGED_OBJECTS>

</CONTROLAREA><DATAAREA>

<DATA><ROWID_OBJECT>74 </ROWID_OBJECT><CONSOLIDATION_IND>4</CONSOLIDATION_IND><FIRST_NAME>Jimmy</FIRST_NAME><MIDDLE_NAME>Neville</MIDDLE_NAME><LAST_NAME>Darwent</LAST_NAME><SUFFIX>Jr</SUFFIX><GENDER>M </GENDER><BIRTH_DATE>1938-06-22</BIRTH_DATE><SALUTATION>Mr</SALUTATION><SSN_TAX_NUMBER>659483774</SSN_TAX_NUMBER><FULL_NAME>Jimmy Darwent, Stony Brook Ny</FULL_NAME>

</DATA></DATAAREA>

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</SIP_EVENT>

Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

Pending Insert Message

The following is an example of a pending insert message:<?xml version="1.0" encoding="UTF-8"?><SIP_EVENT> <CONTROLAREA> <ACTION>Pending Insert</ACTION> <MESSAGE_DATE>2008-09-19 13:57:10.0</MESSAGE_DATE> <TABLE_NAME>C_CONTACT</TABLE_NAME> <PACKAGE>CONTACT_PKG</PACKAGE> <RULE_NAME>ContactUpdateLegacy</RULE_NAME> <RULE_ID>SVR1.28D</RULE_ID> <ROWID_OBJECT>102 </ROWID_OBJECT> <DATABASE>localhost-mrm-CMX_ORS</DATABASE> <XREFS> <XREF> <SYSTEM>Admin</SYSTEM> <PKEY_SRC_OBJECT>SVR1.2V3</PKEY_SRC_OBJECT> </XREF> </XREFS> </CONTROLAREA> <DATAAREA> <DATA> <ROWID_OBJECT>102 </ROWID_OBJECT> <CREATOR>admin</CREATOR> <CREATE_DATE>19 Sep 2008 13:57:09</CREATE_DATE> <UPDATED_BY>admin</UPDATED_BY> <LAST_UPDATE_DATE>19 Sep 2008 13:57:09</LAST_UPDATE_DATE> <CONSOLIDATION_IND>4</CONSOLIDATION_IND> <DELETED_IND /> <DELETED_BY /> <DELETED_DATE /> <LAST_ROWID_SYSTEM>SYS0 </LAST_ROWID_SYSTEM> <DIRTY_IND>1</DIRTY_IND> <INTERACTION_ID /> <FIRST_NAME>John</FIRST_NAME> <LAST_NAME>Smith</LAST_NAME> <HUB_STATE_IND>0</HUB_STATE_IND>

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</DATA> </DATAAREA></SIP_EVENT>

Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

Pending Update Message

The following is an example of a pending update message:<?xml version="1.0" encoding="UTF-8"?><SIP_EVENT> <CONTROLAREA> <ACTION>Pending Update</ACTION> <MESSAGE_DATE>2008-09-19 14:01:36.0</MESSAGE_DATE> <TABLE_NAME>C_CONTACT</TABLE_NAME> <PACKAGE>CONTACT_PKG</PACKAGE> <RULE_NAME>ContactUpdateLegacy</RULE_NAME> <RULE_ID>SVR1.28D</RULE_ID> <ROWID_OBJECT>102 </ROWID_OBJECT> <DATABASE>localhost-mrm-CMX_ORS</DATABASE> <XREFS> <XREF> <SYSTEM>CRM</SYSTEM> <PKEY_SRC_OBJECT>CPK125</PKEY_SRC_OBJECT> </XREF> <XREF> <SYSTEM>Admin</SYSTEM> <PKEY_SRC_OBJECT>SVR1.2V3</PKEY_SRC_OBJECT> </XREF> </XREFS> </CONTROLAREA> <DATAAREA> <DATA> <ROWID_OBJECT>102 </ROWID_OBJECT> <CREATOR>admin</CREATOR> <CREATE_DATE>19 Sep 2008 13:57:09</CREATE_DATE> <UPDATED_BY>sifuser</UPDATED_BY> <LAST_UPDATE_DATE>19 Sep 2008 14:01:36</LAST_UPDATE_DATE> <CONSOLIDATION_IND>4</CONSOLIDATION_IND> <DELETED_IND /> <DELETED_BY />

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<DELETED_DATE /> <LAST_ROWID_SYSTEM>CRM </LAST_ROWID_SYSTEM> <DIRTY_IND>1</DIRTY_IND> <INTERACTION_ID /> <FIRST_NAME>John</FIRST_NAME> <LAST_NAME>Smith</LAST_NAME> <HUB_STATE_IND>1</HUB_STATE_IND> </DATA> </DATAAREA></SIP_EVENT>

Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

Pending Update XREF Message

The following is an example of a pending update XREF message:<?xml version="1.0" encoding="UTF-8"?><SIP_EVENT> <CONTROLAREA> <ACTION>Pending Update XREF</ACTION> <MESSAGE_DATE>2008-09-19 14:01:36.0</MESSAGE_DATE> <TABLE_NAME>C_CONTACT</TABLE_NAME> <PACKAGE>CONTACT_ADDRESS_PKG</PACKAGE> <RULE_NAME>ContactAM</RULE_NAME> <RULE_ID>SVR1.1VU</RULE_ID> <ROWID_OBJECT>102 </ROWID_OBJECT> <DATABASE>localhost-mrm-CMX_ORS</DATABASE> <XREFS> <XREF> <SYSTEM>CRM</SYSTEM> <PKEY_SRC_OBJECT>CPK125</PKEY_SRC_OBJECT> </XREF> <XREF> <SYSTEM>Admin</SYSTEM> <PKEY_SRC_OBJECT>SVR1.2V3</PKEY_SRC_OBJECT> </XREF> </XREFS> </CONTROLAREA> <DATAAREA> <DATA> <ROWID_CONTACT>102 </ROWID_CONTACT> <CREATOR>admin</CREATOR>

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<CREATE_DATE>19 Sep 2008 13:57:09</CREATE_DATE> <UPDATED_BY>sifuser</UPDATED_BY> <LAST_UPDATE_DATE>19 Sep 2008 14:01:36</LAST_UPDATE_DATE> <CONSOLIDATION_IND>4</CONSOLIDATION_IND> <DELETED_IND /> <DELETED_BY /> <DELETED_DATE /> <LAST_ROWID_SYSTEM>CRM </LAST_ROWID_SYSTEM> <DIRTY_IND>1</DIRTY_IND> <INTERACTION_ID /> <FIRST_NAME>John</FIRST_NAME> <LAST_NAME>Smith</LAST_NAME> <HUB_STATE_IND>1</HUB_STATE_IND> <CITY /> <STATE /> </DATA> </DATAAREA></SIP_EVENT>

Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

Update Message

The following is an example of an update message:<SIP_EVENT>

<CONTROLAREA><ACTION>Update</ACTION><MESSAGE_DATE>2005-07-21 16:44:53.0</MESSAGE_DATE><TABLE_NAME>C_CUSTOMER</TABLE_NAME><RULE_NAME>CustomerRule1</RULE_NAME><RULE_ID>SVR1.8EO</RULE_ID><ROWID_OBJECT>74 </ROWID_OBJECT><SOURCE_XREF>

<SYSTEM>Admin</SYSTEM><PKEY_SRC_OBJECT>196 </PKEY_SRC_OBJECT>

</SOURCE_XREF><XREFS>

<XREF><SYSTEM>CRM</SYSTEM><PKEY_SRC_OBJECT>196 </PKEY_SRC_OBJECT>

</XREF>

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<XREF><SYSTEM>SFA</SYSTEM><PKEY_SRC_OBJECT>49 </PKEY_SRC_OBJECT>

</XREF><XREF>

<SYSTEM>Admin</SYSTEM><PKEY_SRC_OBJECT>74 </PKEY_SRC_OBJECT>

</XREF></XREFS>

</CONTROLAREA><DATAAREA>

<DATA><ROWID_OBJECT>74 </ROWID_OBJECT><CONSOLIDATION_IND>1</CONSOLIDATION_IND><FIRST_NAME>Jimmy</FIRST_NAME><MIDDLE_NAME>Neville</MIDDLE_NAME><LAST_NAME>Darwent</LAST_NAME><SUFFIX>Jr</SUFFIX><GENDER>M </GENDER><BIRTH_DATE>1938-06-22</BIRTH_DATE><SALUTATION>Mr</SALUTATION><SSN_TAX_NUMBER>659483773</SSN_TAX_NUMBER><FULL_NAME>Jimmy Darwent, Stony Brook Ny</FULL_NAME>

</DATA></DATAAREA>

</SIP_EVENT>

Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

Update XREF Message

The following is an example of an update XREF message:<SIP_EVENT>

<CONTROLAREA><ACTION>Update XREF</ACTION><MESSAGE_DATE>2005-07-21 16:44:53.0</MESSAGE_DATE><TABLE_NAME>C_CUSTOMER</TABLE_NAME><RULE_NAME>CustomerRule1</RULE_NAME><RULE_ID>SVR1.8EO</RULE_ID><ROWID_OBJECT>74 </ROWID_OBJECT><SOURCE_XREF>

<SYSTEM>Admin</SYSTEM>

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<PKEY_SRC_OBJECT>196 </PKEY_SRC_OBJECT></SOURCE_XREF><XREFS>

<XREF><SYSTEM>CRM</SYSTEM><PKEY_SRC_OBJECT>196 </PKEY_SRC_OBJECT>

</XREF><XREF>

<SYSTEM>SFA</SYSTEM><PKEY_SRC_OBJECT>49 </PKEY_SRC_OBJECT>

</XREF><XREF>

<SYSTEM>Admin</SYSTEM><PKEY_SRC_OBJECT>74 </PKEY_SRC_OBJECT>

</XREF></XREFS>

</CONTROLAREA><DATAAREA>

<DATA><ROWID_OBJECT>74 </ROWID_OBJECT><CONSOLIDATION_IND>1</CONSOLIDATION_IND><FIRST_NAME>Jimmy</FIRST_NAME><MIDDLE_NAME>Neville</MIDDLE_NAME><LAST_NAME>Darwent</LAST_NAME><SUFFIX>Jr</SUFFIX><GENDER>M </GENDER><BIRTH_DATE>1938-06-22</BIRTH_DATE><SALUTATION>Mr</SALUTATION><SSN_TAX_NUMBER>659483773</SSN_TAX_NUMBER><FULL_NAME>Jimmy Darwent, Stony Brook Ny</FULL_NAME>

</DATA></DATAAREA>

</SIP_EVENT>

Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

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Unmerge Message

The following is an example of an unmerge message:<SIP_EVENT>

<CONTROLAREA><ACTION>UnMerge</ACTION> <MESSAGE_DATE>2006-11-07 21:37:56.0</MESSAGE_DATE> <TABLE_NAME>C_CONSUMER</TABLE_NAME> <PACKAGE>CONSUMER_PKG</PACKAGE> <RULE_NAME>Unmerge</RULE_NAME> <RULE_ID>SVR1.97S</RULE_ID> <ROWID_OBJECT>10</ROWID_OBJECT> <DATABASE>edsel-edselsp2-CMX_AT</DATABASE> <XREFS>

<XREF><SYSTEM>Retail System</SYSTEM> <PKEY_SRC_OBJECT>8</PKEY_SRC_OBJECT> </XREF>

</XREFS><MERGED_OBJECTS>

<ROWID_OBJECT>0</ROWID_OBJECT> </MERGED_OBJECTS>

</CONTROLAREA><DATAAREA>

<DATA><ROWID_OBJECT>10</ROWID_OBJECT> <CONSOLIDATION_IND>4</CONSOLIDATION_IND> <LAST_ROWID_SYSTEM>SVR1.7NK</LAST_ROWID_SYSTEM> <DIRTY_IND>1</DIRTY_IND> <INTERACTION_ID /> <CONSUMER_ID>8</CONSUMER_ID> <FIRST_NAME>THOMAS</FIRST_NAME> <MIDDLE_NAME>L</MIDDLE_NAME> <LAST_NAME>KIDD</LAST_NAME> <SUFFIX /> <TELEPHONE>2178952323</TELEPHONE> <GENDER>M</GENDER> <DOB>1940</DOB>

</DATA></DATAAREA>

</SIP_EVENT>

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Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

XREF Delete Message

The following is an example of an XREF delete message:<?xml version="1.0" encoding="UTF-8"?><SIP_EVENT> <CONTROLAREA> <ACTION>XREF Delete</ACTION> <MESSAGE_DATE>2008-09-19 14:14:51.0</MESSAGE_DATE> <TABLE_NAME>C_CONTACT</TABLE_NAME> <PACKAGE>CONTACT_PKG</PACKAGE> <RULE_NAME>ContactUpdateLegacy</RULE_NAME> <RULE_ID>SVR1.28D</RULE_ID> <ROWID_OBJECT>102 </ROWID_OBJECT> <DATABASE>localhost-mrm-CMX_ORS</DATABASE> <XREFS> <XREF> <SYSTEM>CRM</SYSTEM> <PKEY_SRC_OBJECT>CPK1256</PKEY_SRC_OBJECT> </XREF> </XREFS> </CONTROLAREA> <DATAAREA> <DATA> <ROWID_OBJECT>102 </ROWID_OBJECT> <CREATOR>admin</CREATOR> <CREATE_DATE>19 Sep 2008 13:57:09</CREATE_DATE> <UPDATED_BY>sifuser</UPDATED_BY> <LAST_UPDATE_DATE>19 Sep 2008 14:14:54</LAST_UPDATE_DATE> <CONSOLIDATION_IND>4</CONSOLIDATION_IND> <DELETED_IND /> <DELETED_BY /> <DELETED_DATE /> <LAST_ROWID_SYSTEM>CRM </LAST_ROWID_SYSTEM> <DIRTY_IND>1</DIRTY_IND> <INTERACTION_ID /> <FIRST_NAME /> <LAST_NAME /> <HUB_STATE_IND>1</HUB_STATE_IND> </DATA> </DATAAREA>

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</SIP_EVENT>

Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

XREF set to Delete

The following is an example of an XREF set to delete message:<?xml version="1.0" encoding="UTF-8"?><SIP_EVENT> <CONTROLAREA> <ACTION>XREF set to Delete</ACTION> <MESSAGE_DATE>2008-09-19 14:14:51.0</MESSAGE_DATE> <TABLE_NAME>C_CONTACT</TABLE_NAME> <PACKAGE>CONTACT_PKG</PACKAGE> <RULE_NAME>ContactUpdateLegacy</RULE_NAME> <RULE_ID>SVR1.28D</RULE_ID> <ROWID_OBJECT>102 </ROWID_OBJECT> <DATABASE>localhost-mrm-CMX_ORS</DATABASE> <XREFS> <XREF> <SYSTEM>CRM</SYSTEM> <PKEY_SRC_OBJECT>CPK1256</PKEY_SRC_OBJECT> </XREF> </XREFS> </CONTROLAREA> <DATAAREA> <DATA> <ROWID_OBJECT>102 </ROWID_OBJECT> <CREATOR>admin</CREATOR> <CREATE_DATE>19 Sep 2008 13:57:09</CREATE_DATE> <UPDATED_BY>sifuser</UPDATED_BY> <LAST_UPDATE_DATE>19 Sep 2008 14:14:54</LAST_UPDATE_DATE> <CONSOLIDATION_IND>4</CONSOLIDATION_IND> <DELETED_IND /> <DELETED_BY /> <DELETED_DATE /> <LAST_ROWID_SYSTEM>CRM </LAST_ROWID_SYSTEM> <DIRTY_IND>1</DIRTY_IND> <INTERACTION_ID /> <FIRST_NAME /> <LAST_NAME /> <HUB_STATE_IND>1</HUB_STATE_IND>

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</DATA> </DATAAREA></SIP_EVENT>

Your messages will not look exactly like this. The data will reflect your data, and the fields will reflect your packages.

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Part 4

Executing Siperian Hub Processes

Contents• Chapter 17, “Using Batch Jobs”

• Chapter 18, “Writing Custom Scripts to Execute Batch Jobs”

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17

Using Batch Jobs

This chapter describes how to configure and execute Siperian Hub batch jobs using the Batch Viewer and Batch Group tools in the Hub Console. For more information about creating batch jobs using job execution scripts, see Chapter 18, “Writing Custom Scripts to Execute Batch Jobs.”

Chapter Contents• Before You Begin

• About Siperian Hub Batch Jobs

• Running Batch Jobs Using the Batch Viewer Tool

• Running Batch Jobs Using the Batch Group Tool

• Batch Jobs Reference

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Before You Begin

Before You BeginBefore you begin working with batch jobs, you must have performed the following prerequisites:• installed Siperian Hub and created the Hub Store according to the instructions in

the Siperian Hub Installation Guide for your platform

• built the schema; see “About the Schema” on page 82

About Siperian Hub Batch JobsIn Siperian Hub, a batch job is a program that, when executed, completes a discrete unit of work (a process). For example, the Match job carries out the match process: it generates search keys for a base object, searches through the data for match candidates (records that are possible matches), applies the match rules to the match candidates, generates the matches, and then queues the matches for either automatic or manual consolidation. For merge-style base objects, automatic consolidation is handled by the Automerge job, and manual consolidation is handled by the Manual Merge job.

Ways to Execute Batch Jobs

You can execute batch jobs in the following ways:• Hub Console tools:

• Batch Viewer tool—Execute batch jobs individually. For more information, see “Running Batch Jobs Using the Batch Viewer Tool” on page 674.

• Batch Group tool—Execute batch jobs in a group. The Batch Group tool allows you to configure the execution sequence for batch jobs and to execute batch jobs in parallel. For more information, see “Running Batch Jobs Using the Batch Group Tool” on page 688.

• Stored procedures—Execute public Siperian Hub processes (batch jobs and batch groups) through stored procedures using any job scheduling software (such as Tivoli, CA Unicenter, and so on). For more information, see “About Executing Siperian Hub Batch Jobs” on page 750 You can also create and run stored procedures using the SIF API (using Java, SOAP, or HTTP/XML). For more information, see the Siperian Services Integration Framework Guide.

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• Services Integration Framework (SIF) requests—Applications can invoke the SIF ExecuteBatchGroupRequest request to execute batch groups directly. For more information, see the Siperian Services Integration Framework Guide.

Support Tables Used By Batch Jobs

The following graphic shows the various support tables used by Siperian Hub batch jobs:

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Running Batch Jobs in Sequence

Certain batch jobs require that other batch jobs be completed first. For example, the landing tables for a base object must be populated before running any batch jobs. Similarly, before you can run a Match job for a base object, you must run its corresponding Stage and Load jobs. Finally, when a base object has dependencies (for example, it is the child of a parent table, or it has foreign key relationships that point to other base objects), batch jobs must be run first for the tables on which the base object depends. You or your organization should consider the best practice of developing an administration or operations plan that specifies which batch processes and dependencies should be completed before running batch jobs.

Populating Landing Tables Before Running Batch Jobs

One of the tasks Siperian Hub batch jobs perform is to move data from landing tables to the appropriate target location in Siperian Hub. Therefore, before you run Siperian Hub batch jobs, you must first have your source systems or an ETL tool write data into the landing tables. The landing tables are Siperian Hub’s interface for batch loads. You deliver the data to the landing tables, and Siperian Hub batch procedures manipulate the data and copy it to the appropriate location(s). For more information, see the description of the Siperian Hub data management process in the Siperian Hub Overview.

Match Jobs and Subsequent Consolidation Jobs

Batch jobs need to be executed in a certain sequence. For example, a Match job must be run for a base object before running the consolidation process. For merge-style base objects, you can run the Auto Match and Merge job, which executes the Match job and then Automerge job repeatedly, until either all records in the base object have been checked for matches, or until the maximum number of records for manual consolidation limit is reached (see “Maximum Matches for Manual Consolidation” on page 490).

Loading Data from Parent Tables First

The general rule of thumb is that all parent tables (tables that other tables reference) must be loaded first.

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Loading Data for Objects With Foreign Key Relationships

If two tables have a foreign key relationship between them, you must load the table that is being referenced gets loaded first, and the table doing the referencing gets loaded second. The following foreign key relationships can exist in Siperian Hub:• from one base object (child with foreign key) to another base object (parent with

primary key)

• from a dependent object to the base object that owns it

In most cases, you will schedule these jobs to run on a regular basis.

Best Practices for Working With Batch Jobs

While you design and plan your batch jobs, consider the following issues:• Define your schema.

The schema is fundamental to all your Siperian Hub tasks. Without a schema, your batch jobs have nothing to do. For more information about defining the schema, see “About the Schema” on page 82

• Define mappings before executing Stage jobs.

Mappings define the transformations performed in Stage jobs. If you have no mappings defined, then the Stage job will not perform any transformations in the staging process. For more information about mappings, see “Mapping Columns Between Landing and Staging Tables” on page 380.

• Define match rules before executing Match jobs.

If you have no match rules, then the Match job will produce no matches. For more information, see “Configuring Primary Key Match Rules” on page 578.

• Before running production jobs:

• Run tests with small data sets.

• Run tests of your cleanse engine and other components to determine whether each component is working as expected.

• After testing each of the components separately, test the integrated system in its entirety to determine whether the overall system is working as expected.

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Batch Job Creation

Batch jobs are created in either of two says:• automatically when you configure Hub Store, or

• when certain changes occur in your Siperian Hub configuration, such as changes to trust settings for a base object

Batch Jobs That Are Created Automatically

When you configure your Hub Store, the following types of batch jobs are automatically created:• Auto Match and Merge Jobs

• Autolink Jobs

• Automerge Jobs

• BVT Snapshot Jobs

• External Match Jobs

• Generate Match Tokens Jobs

• Load Jobs

• Manual Link Jobs

• Manual Merge Jobs

• Manual Unlink Jobs

• Manual Unmerge Jobs

• Match Jobs

• Match Analyze Jobs

• Migrate Link Style To Merge Style Jobs

• Promote Jobs

• Reset Links Jobs

• Stage Jobs

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Batch Jobs That Are Created When Changes Occur

The following batch jobs are created when you make changes to the match and merge setup, set properties, or enable trust settings after initial loads:• Accept Non-Matched Records As Unique

• Key Match Jobs

• Reset Links Jobs

• Reset Match Table Jobs

• Revalidate Jobs (that is, if you enable validation for a column)

• Synchronize Jobs

Information-Only Batch Jobs (Not Run in the Hub Console)

The following batch jobs are for information only and cannot be manually run from the Hub Console.• Accept Non-Matched Records As Unique

• BVT Snapshot Jobs

• Manual Link Jobs

• Manual Merge Jobs

• Manual Unlink Jobs

• Manual Unmerge Jobs

• Migrate Link Style To Merge Style Jobs

• Multi Merge Jobs

• Reset Match Table Jobs

Other Batch Jobs• Hub Delete Jobs

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Running Batch Jobs Using the Batch Viewer Tool

Running Batch Jobs Using the Batch Viewer ToolThis section describes how to use the Batch Viewer tool in the Hub Console to run batch jobs individually. To run batch jobs in a group, see “Running Batch Jobs Using the Batch Group Tool” on page 688.

Batch Viewer Tool

The Batch Viewer tool provides a way to execute batch jobs individually and to view the job execution logs. The Batch Viewer is useful for starting the run of a single job, or for running jobs that do not need to run often, such as the Synchronize job that is run after trust settings change. The job execution log shows job completion status with any associated messages, such as success, failure, or warning. The Batch Viewer tool also shows job statistics, if applicable.

Note: The Batch Viewer does not provide automated scheduling. For more information about how to create custom scripts to execute batch jobs and batch groups, see “About Executing Siperian Hub Batch Jobs” on page 750

Starting the Batch Viewer Tool

To start the Batch Viewer tool:• In the Hub Console, expand the Utilities workbench, and then click Batch

Viewer.

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The Hub Console displays the Batch Viewer tool, as shown in the following example.

Grouping by Table, Data, or Procedure Type

You can change the top-level view of the navigation tree by right-clicking Group By control at the bottom of the tree. Note that the grayed-out item with the check mark represents the current selection.

Properties Pane (Selected Item)Navigation Tree

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Selecting one of the following options:

The following example shows batch jobs grouped by table.

Group By Option Description

Table Displays items in the hierarchy at the following levels:• top level: tables• second level: procedure type• third level: batch job• fourth level: date / timestamp

Date Displays items in the hierarchy at the following levels:• top level: date / timestamp• second level: batch jobs by date/timestamp

Procedure Type Displays items in the hierarchy at the following levels:• top level: procedure type• second level: batch job• third level: date / timestamp

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Running Batch Jobs Manually

To run a batch job manually:1. Select the Batch Job to run

2. Execute the Batch Job

Selecting a Batch Job

To select a batch job to run:1. Start the Batch Viewer tool, as described in “Starting the Batch Viewer Tool” on

page 674.

In the following example, the tree displays a list of batch jobs (the list is grouped by procedure type).

2. Expand the tree to display the batch job that you want to run, and then click it to select it.

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The Batch Viewer displays a screen for the selected batch job with properties and command buttons.

Batch Job Properties

The following batch job properties are read-only.

Field Description

IdentityIdentification information for this batch job. Stored in the C_REPOS_TABLE_OBJECT_V table

Name Type code for this batch job. For example, Load jobs have the CMXLD.LOAD_MASTER type code. Stored in the OBJECT_NAME column of the C_REPOS_TABLE_OBJECT_V table.

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Options to Set Before Executing Batch Jobs

Certain types of batch jobs have additional fields that you can configure before running the batch job.

Description Description for this batch job in the format:JobName for | from BaseObjectNameExamples:• Load from Consumer_Credit_Stg• Match for AddressThis description is stored in the OBJECT_DESC column of the C_REPOS_TABLE_OBJECT_V table.

Status Status information for this batch job

Current Status Current status of the job. Examples:• Executing• Incomplete• Completed• Not Executing• <Batch Job> Successful• Description of failure

Field Only For Description

Re-generate All Match Tokens

Generate Match Token Jobs

Controls the scope of match tokens generation: tokenizes the entire base object (checked) or tokenizes only those records that are flagged in the BO as requiring re-tokenization (un-checked). For more information, see “Regenerating All Match Tokens” on page 726.

Force Update Load Jobs If selected, the Load job forces a refresh and loads records from the staging table to the base object (or dependent object) regardless of whether the records have already been loaded. For more information, see “Forcing Updates in Load Jobs” on page 730.

Field Description

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Command Buttons for Batch Jobs

After you have selected a batch job, you can click the following command buttons..

Executing a Batch Job

Important: You must have the application server running for the duration of an executing batch job.

To execute a batch job in the Batch Viewer:1. In the Batch Viewer, select the batch job that you want to run. For more

information, see “Selecting a Batch Job” on page 677.

2. In the right panel, click Execute Batch (or right-click on the job in the left panel and select Execute from the pop-up menu)

If the current status of the job is Executing, then the Execute Batch button is disabled. You must wait for the batch job to finish before you can run it again.

Match Set Match Jobs Enables you to choose which match rule set to use for this match job. To learn more, see “Selecting a Match Rule Set” on page 737.

Button Description

Executes the selected batch job.

Clears the job execution history in the Batch Viewer. To learn more, see “Clearing the Job Execution History” on page 687.

Sets the status of the currently-executing batch job to Incomplete. For more information, see “Setting the Job Status to Incomplete” on page 681.

Refreshes the status display of the currently-executing batch job. For more information, see “Refreshing the Status” on page 681.

Field Only For Description

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To execute batch jobs in other ways, see “Ways to Execute Batch Jobs” on page 668.

Refreshing the Status

While a batch job is running, you can click Refresh Status to check if the status has changed.

Setting the Job Status to Incomplete

In very rare circumstances, you might want to change the status of a running job by clicking Set Status to Incomplete and execute the job again. Only do this if the batch job has stopped executing (due to an error, such as a server reboot or crash) but Siperian Hub has not detected that the job has stopped due to a job application lock in the metadata. You will know this is a problem if the current status is Executing but the database, application server, and logs show no activity. If this occurs, click this button to clear the job application lock so that you can run the batch job again; otherwise, you will not be able to execute the batch job. Setting the status to Incomplete just updates the status of the batch job—it does not abort the job.

Note: This option is available only if your user ID has Siperian Administrator rights.

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Viewing Job Execution Logs

Siperian Hub creates a job execution log each time that it executes a batch job.

Job Execution Status

Each job execution log entry has one of the following status values:

Viewing the Job Execution Log for a Batch Job

To view the job execution log for a batch job:1. Start the Batch Viewer tool, as described in “Starting the Batch Viewer Tool” on

page 674.

2. Expand the tree to display the job execution log that you want to view, and then click it.

Icon Description

Batch job is currently running.

Batch job completed successfully.

Batch job completed successfully, but additional information is available. For example, for Stage and Load jobs, this can indicate that some records were rejected (see “Viewing Rejected Records” on page 685). For Match jobs, this can indicate that the base object is empty or that there are no more records to match.

Batch job failed. For more information, see “Handling the Failed Execution of a Batch Job” on page 686.

Batch job status was manually changed from “Executing” to “Incomplete.” For more information, see “Setting the Job Status to Incomplete” on page 681.

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The Batch Viewer displays a screen for the selected job execution log.

Job Execution Log Entry Properties

For each job execution log entry, the Batch Viewer displays the following information:

Field Description

IdentityIdentification information for this batch job. Stored in the C_REPOS_TABLE_OBJECT_V table

Name Name of this job execution log. Date / time when the batch job started.

Description Description for this batch job in the format:JobName for / from BaseObjectNameExamples:• Load from Consumer_Credit_Stg• Match for Address

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Source system One of the following:• source system of the processed data• Admin

Source table Source table of the processed data.

Status Status information for this batch job

Current Status Current status of this batch job. If an error occurred, displays information about the error. For more information, see “Job Execution Status” on page 682.

Metrics Metrics for this batch job

[Various] Statistics collected during the execution of the batch job (if applicable). For more information, see:• “Auto Match and Merge Metrics” on page 716• “Automerge Metrics” on page 718• “Load Job Metrics” on page 731• “Match Job Metrics” on page 737• “Match Analyze Job Metrics” on page 739• “Stage Job Metrics” on page 746• “Promote Job Metrics” on page 743

Time Timestamp for this batch job

Start Date / time when this batch job started.

Stop Date / time when this batch job ended.

Elapsed time Elapsed time for the execution of this batch job.

Field Description

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Viewing Rejected Records

For Stage jobs or Load jobs only, if the batch job resulted in records being written to the rejects table, then the job execution log displays a View Rejects button.

Note: Records are rejected if the HUB_STATE_IND value is not valid.

To view the rejected records and the reason why each was rejected:1. Click the View Rejects button.

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The Batch Viewer displays a table of rejected records.

2. Click Close.

Handling the Failed Execution of a Batch Job

If executing a batch job failed, perform the following steps:• Display the execution log entry for this batch job.

• Read the error text in the Current Status field for diagnostic information.

• Take corrective action as necessary.

Copying the Current Status to the Windows Clipboard

To copy the current status of a batch to the Windows Clipboard (to paste into a document or e-mail, for example):• Click the button.

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Deleting Job Execution Log Entries

To delete the selected job execution log:• Click the button in the top right hand corner of the job properties page.

Clearing the Job Execution History

After running batch jobs over time, the list of executed jobs can become very large. You should periodically remove the extraneous job execution logs from this list.

Note: The actual procedure steps to clear job history will be slightly different depending on the view (By Table, By Date, or By Procedure Type); the following procedure assumes you are using the By Table view.

To clear the job history:1. Start the Batch Viewer tool, as described in “Starting the Batch Viewer Tool” on

page 674.

2. In the Batch Viewer, expand the tree underneath your base object.

3. Expand the tree under the type of batch job.

4. Select the job for which you want to clear the history. The top of the properties screen looks like the following example.

5. Click Clear History.

6. Click Yes to confirm that you want to delete all the execution history for this batch job.

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Running Batch Jobs Using the Batch Group Tool

Running Batch Jobs Using the Batch Group ToolThis section describes how to use the Batch Group tool in the Hub Console to run batch jobs in groups. To run batch jobs individually, see “Running Batch Jobs Using the Batch Viewer Tool” on page 674.

The Batch Viewer does not provide automated scheduling. For more information about how to create custom scripts to execute batch jobs and batch groups, see Chapter 18, “Writing Custom Scripts to Execute Batch Jobs.”

About Batch Groups

A batch group is a collection of individual batch jobs (for example, Stage, Load, and Match jobs) that can be executed with a single command. Each batch job in a batch group can be executed sequentially or in parallel with other jobs. You use the Batch Group tool to configure and run batch groups. For more information about batch jobs, see “Batch Jobs Reference” on page 713.

For more information about developing custom batch jobs and batch groups that can be made available in the Batch Group tool, see “Developing Custom Stored Procedures for Batch Jobs” on page 806.

Note: If you delete an object from the Hub Console (for example, if you delete a mapping), the Batch Group tool highlights any batch jobs that depend on that object (for example, a stage job) in red. You must resolve this issue prior to re-executing the batch group.

Sequential and Parallel Execution

Batch jobs can be executed in the following ways:

Execution Approach Description

sequentially Only one batch job in the batch group is executed at one time.

parallel Multiple batch jobs in the batch group are executed concurrently and in parallel.

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Execution Paths

An execution path is the sequence in which batch jobs are executed when the entire batch group is executed. The execution path begins with the Start node and ends with the End node. The Batch Group tool does not validate the execution sequence for you—it is up to you to ensure that the execution sequence is correct. For example, the Batch Group tool would not notify you of an error if you incorrectly specified the Load job for a base object ahead of its Stage job, or if you specified the Load job for a dependent object ahead of the Load job for the base object on which it depends.

Levels

In a batch group, the execution path consists of a series of one or more levels that are executed in sequence (see “Running Batch Jobs in Sequence” on page 670).

A level is a collection of one or more batch jobs.• If a level contains multiple batch jobs, then these batch jobs are executed in

parallel.

• If a level contains only a single batch job, then this batch job is executed singly.

All batch jobs in the level must complete before the batch group proceeds to the next task in the sequence.

Start Node

End Node

Batch Job

Levels

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Note: Because all of the batch jobs in a level are executed in parallel, none of the batch jobs in the same level should have any dependencies. For example, the Stage and Load jobs for a base object should be in separate levels that are executed in the proper sequence. For more information, see “Running Batch Jobs in Sequence” on page 670.

Other Ways to Execute Batch Groups

In addition to using the Batch Group tool, you can execute batch groups in the following ways:• Services Integration Framework (SIF) requests—Applications can invoke the

SIF ExecuteBatchGroupRequest request to execute batch groups directly. For more information, see the Siperian Services Integration Framework Guide.

• Stored procedures—Execute batch groups through stored procedures using any job scheduling software (such as Tivoli, CA Unicenter, and so on). For more information, see “Executing Batch Groups Using Stored Procedures” on page 798.

Starting the Batch Group Tool

To start the Batch Group tool:• In the Hub Console, expand the Utilities workbench, and then click Batch Group.

The Hub Console displays the Batch Group tool:

Properties Pane (Selected Item)Navigation Tree

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The Batch Group tool consist of the following areas:

Configuring Batch Groups

This section describes how to add, edit, and delete batch groups. For more information, see “About Batch Groups” on page 688.

Adding Batch Groups

To add a batch group:1. Start the Batch Group tool. For more information, see “Starting the Batch Group

Tool” on page 690.

2. Acquire a write lock. For more information, see “Acquiring a Write Lock” on page 30.

3. Right-click the Batch Groups node in the Batch Group tree and choose Add Batch Group from the pop-up menu.

Area Description

Navigation Tree Hierarchical list of batch groups and execution logs.

Properties Pane Properties and command

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The Batch Group tool adds a “New Batch Group” to the Batch Group tree.

Note the empty execution sequence. You will configure this after adding the new batch group. For more information, see “Configuring Levels for Batch Groups” on page 694.

4. Specify the following information:

5. Click the button to save your changes.

The Batch Group tool saves your changes and updates the navigation tree.

To add batch jobs to the new batch group, see “Assigning Batch Jobs to Batch Group Levels” on page 698.

Field Description

Name Specify a unique, descriptive name for this batch group.

Description Enter a description for this batch group.

Execution Sequence (Start / Finish Nodes)

Batch Group Properties

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Editing Batch Group Properties

To edit batch group properties:1. Start the Batch Group tool. For more information, see “Starting the Batch Group

Tool” on page 690.

2. Acquire a write lock. For more information, see “Acquiring a Write Lock” on page 30.

3. In the navigation tree, expand the Batch Group node to show the batch group that you want to edit.

4. Specify a different batch group name, if you want.

5. Specify a different description, if you want.

6. Click the button to save your changes.

Deleting Batch Groups

To delete a batch group:1. Start the Batch Group tool. For more information, see “Starting the Batch Group

Tool” on page 690.

2. Acquire a write lock. For more information, see “Acquiring a Write Lock” on page 30.

3. In the navigation tree, expand the Batch Group node to show the batch group that you want to delete.

4. Right-click the batch group that you want to delete, and then click Delete Batch Group.

The Batch Group tool prompts you to confirm deletion.

5. Click Yes.

The Batch Group tool removes the deleted batch group from the navigation tree.

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Configuring Levels for Batch Groups

As described in “About Batch Groups” on page 688, a batch group contains one or more levels that are executed in sequence. This section describes how to specify the execution sequence by configuring the levels in a batch group.

Adding Levels to a Batch Group

To add a level to a batch group:1. Start the Batch Group tool. For more information, see “Starting the Batch Group

Tool” on page 690.

2. Acquire a write lock. For more information, see “Acquiring a Write Lock” on page 30.

3. In the navigation tree, expand the Batch Group node to show the batch group that you want to configure.

4. In the batch groups tree, right click on any level, and choose one of the following options:

Command Description

Add Level Above Add a level to this batch group above the selected item.

Add Level Below Add a level to this batch group below the selected item.

Move Level Up Move this batch group level above the prior level.

Move Level Down Move this batch group level below the next level.

Remove this Level Remove this batch group level.

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The Batch Group tool displays the Choose Jobs to Add to Batch Group dialog.

5. Expand the base object(s) for the job(s) that you want to add.

6. Select the job(s) that you want to add.

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To select jobs that you want to execute in parallel, hold down the CTRL key and click each job that you want to select.

7. Click OK. The Batch Group tool adds the selected job(s) to the batch group.

8. Click the button to save your changes.

Removing Levels From a Batch Group

To remove a level from a batch group:1. Start the Batch Group tool. For more information, see “Starting the Batch Group

Tool” on page 690.

2. Acquire a write lock. For more information, see “Acquiring a Write Lock” on page 30.

3. In the navigation tree, expand the Batch Group node to show the batch group that you want to configure.

4. In the batch group, right click on the level that you want to delete, and choose Remove this Level.

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Siperian Hub displays the delete confirmation dialog.

5. Click Yes.

The Batch Group tool removes the deleted level from the batch group.

To Move a Level Up Within a Batch Group

To move a level up within a batch group:1. Start the Batch Group tool. For more information, see “Starting the Batch Group

Tool” on page 690.

2. Acquire a write lock. For more information, see “Acquiring a Write Lock” on page 30.

3. In the navigation tree, expand the Batch Group node to show the batch group that you want to configure.

4. In the batch groups tree, right click on the level you want to move up, and choose Move Level Up.

The Batch Group tool moves the level up within the batch group.

To Move a Level Down Within a Batch Group

To move a level down within a batch group:1. Start the Batch Group tool. For more information, see “Starting the Batch Group

Tool” on page 690.

2. Acquire a write lock. For more information, see “Acquiring a Write Lock” on page 30.

3. In the navigation tree, expand the Batch Group node to show the batch group that you want to configure.

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4. In the batch groups tree, right click on the level you want to move down, and choose Move Level Down.

The Batch Group tool moves the level down within the batch group.

Assigning Batch Jobs to Batch Group Levels

In the Batch Group tool, a job is a Siperian Hub batch job. Each level contains one or more batch jobs. If a level contains multiple batch jobs, then all of those batch jobs are executed in parallel.

Adding a Batch Job to a Batch Group Level

To add a batch job to a batch group:1. Start the Batch Group tool. For more information, see “Starting the Batch Group

Tool” on page 690.

2. Acquire a write lock. For more information, see “Acquiring a Write Lock” on page 30.

3. In the navigation tree, expand the Batch Group node to show the batch group that you want to configure.

4. In the batch groups tree, right click on the level to which you want to add jobs, and choose Add jobs to this level....

The Batch Group tool displays the Choose Jobs to Add to Batch Group dialog.

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5. Expand the base object(s) for the job(s) that you want to add.

6. Select the job(s) that you want to add.

To select multiple jobs at once (to execute them in parallel), hold down the CTRL key while clicking jobs.

7. Click OK.

8. Save your changes.

The Batch Group tool adds the selected jobs to the target level box. Siperian Hub executes all batch jobs in a group level in parallel.

Configuring Options for Batch Jobs

When configuring a batch group, you can configure job options for certain kinds of batch jobs. For more information about these job options, see “Options to Set Before Executing Batch Jobs” on page 679.

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Removing a Batch Job From a Level

To remove a batch job from a level:1. Start the Batch Group tool. For more information, see “Starting the Batch Group

Tool” on page 690.

2. Acquire a write lock. For more information, see “Acquiring a Write Lock” on page 30.

3. In the navigation tree, expand the Batch Group node to show the batch group that you want to configure.

4. In the batch group, right click on the job that you want to delete, and choose Remove Job.

The Batch Group tool displays the delete confirmation dialog.

5. Click Yes to delete the selected job.

The Batch Group tool removes the deleted job from this level in the batch group.

To Move a Batch Job Up a Level

To move a batch job up a level:1. Start the Batch Group tool. For more information, see “Starting the Batch Group

Tool” on page 690.

2. Acquire a write lock. For more information, see “Acquiring a Write Lock” on page 30.

3. In the navigation tree, expand the Batch Group node to show the batch group that you want to configure.

4. In the batch group, right click on the job that you want to move up, and choose Move job up.

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The Batch Group tool moves the selected job up one level in the batch group.

To Move a Batch Job Down a Level

To move a batch job down a level:1. Start the Batch Group tool. For more information, see “Starting the Batch Group

Tool” on page 690.

2. Acquire a write lock. For more information, see “Acquiring a Write Lock” on page 30.

3. In the navigation tree, expand the Batch Group node to show the batch group that you want to configure.

4. In the batch group, right click on the job that you want to move up, and choose Move job down.

The Batch Group tool moves the selected job down one level in the batch group.

Refreshing the Batch Groups List

To refresh the batch groups list:• Right-click anywhere in the navigation pane and choose Refresh.

Executing Batch Groups Using the Batch Group Tool

This section describes how to manage batch group execution in the Batch Group tool. For more information about executing batch jobs in other ways, such as, using stored procedures or the Siperian Services Integration Framework, see “Ways to Execute Batch Jobs” on page 668.

Important: You must have the application server running for the duration of an executing batch group.

Note: If you delete an object from the Hub Console (for example, if you delete a mapping), the Batch Group tool highlights any batch jobs that depend on that object (for example, a stage job) in red. You must resolve this issue prior to re-executing the batch group.

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Navigating to the Control & Logs Screen

The Control & Logs screen is where you can control the execution of a batch group and view its execution logs.

To navigate to the Control & Logs screen for a batch group.1. Start the Batch Group tool. For more information, see “Starting the Batch Group

Tool” on page 690.

2. Expand the Batch Group tree to display the batch group that you want to execute.

3. Expand the batch group and click the Control & Logs node.

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The Batch Group tool displays the Control & Logs screen for this batch group.

Components of the Control & Logs Screen

This screen contains the following components:

Command Buttons for Batch Groups

Use the following command buttons to manage batch group execution.

Component Description

Toolbar Command buttons for managing batch group execution. To learn more, see “Command Buttons for Batch Groups” on page 703.

Logs for the Batch Group Execution logs for this batch group.

Logs for Batch Jobs Execution logs for individual batch jobs in this batch group.

Button Description

Executes this batch group.

Sets the execution status of a failed batch group to restart. To learn more, see “Restarting a Batch Group That Failed Execution” on page 707.

Execution logs for this batch groupToolbar

Execution logs for individual batch jobsin this batch group

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Executing a Batch Group

To execute a batch group:1. Navigate to the Control & Logs screen for the batch group.

For more information, see “Navigating to the Control & Logs Screen” on page 702.

2. Click on the node and then select Batch Group > Execute, or click on the Execute button.

The Batch Group tool executes the batch group and updates the logs panel with the status of the batch group execution.

3. Click the Refresh button to see the execution result.

Sets the execution status of a running batch group to incomplete. To learn more, see “Handling Incomplete Batch Group Execution” on page 708.

Removes the selected group or job execution log.

Removes all group and job execution logs.

Refreshes the screen for this batch group.

Button Description

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The Batch Group tool displays progress information.

When finished, the Batch Group tool adds entries to:

• the group execution log for this batch group

• the job execution log for individual batch jobs

Group Execution Status

Each execution log has one of the following status values:

Icon Description

Processing. The batch group is currently running.

Batch group execution completed successfully.

Batch group execution completed with additional information. For example, for Stage and Load jobs, this can indicate that some records were rejected (see “Viewing Rejected Records” on page 710). For Match jobs, this can indicate that the base object is empty or that there are no more records to match.

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Viewing the Group Execution Log for a Batch Group

Each time that it executes a batch group, the Batch Group tool generates a group execution log entry. Each log entry has the following properties:

Viewing the Job Execution Log for a Batch Job

Each time that it executes a batch job within a batch group, the Batch Group tool generates a job execution log entry.

Batch group execution failed. For more information, see “Restarting a Batch Group That Failed Execution” on page 707.

Batch group execution is incomplete. For more information, see “Handling Incomplete Batch Group Execution” on page 708.

Batch group execution has been reset to start over. For more information, see “Restarting a Batch Group That Failed Execution” on page 707.

Field Description

Status Current status of this batch job. If batch group execution failed, displays a description of the problem. For more information, see “Group Execution Status” on page 705.

Start Date / time when this batch job started.

End Date / time when this batch job ended.

Message Any messages regarding batch group execution.

Icon Description

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Each log entry has the following properties:

Note: If you want to view the metrics for a completed batch job, you can use the Batch Viewer. For more information, see “Viewing Job Execution Logs” on page 682.

Restarting a Batch Group That Failed Execution

If batch group execution fails, then you can resolve any problems that may have caused the failure to occur, then restart batch group from the beginning.

To execute the batch group again:1. In the Logs for My Batch Group list, select the execution log entry for the batch

group that failed.

2. Click Set to Restart.

Field Description

Job Name Name of this batch job.

Status Current status of this batch job. For more information, see “Job Execution Status” on page 682.

Start Date / time when this batch job started.

End Date / time when this batch job ended.

Message Any messages regarding batch group execution.

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The Batch Group tool changes the status of this batch job to Restart.

3. Resolve any problems that may have caused the failure to occur and execute the batch group again. For more information, see “Executing a Batch Group” on page 704.

The Batch Group tool executes the batch group and creates a new execution log entry.

Note: If a batch group fails and you do not click either the Set to Restart button (see “Restarting a Batch Group That Failed Execution” on page 707) or the Set to Incomplete button (see “Handling Incomplete Batch Group Execution” on page 708) in the Logs for My Batch Group list, Siperian Hub restarts the batch job from the prior failed level.

Handling Incomplete Batch Group Execution

In very rare circumstances, you might want to change the status of a running batch group.• If the batch group status says it is still executing, you can click Set Status to

Incomplete and execute the batch group again. You do this only if the batch group has stopped executing (due to an error, such as a server reboot or crash) but Siperian Hub has not detected that the batch group has stopped due to a job application lock in the metadata.

You will know this is a problem if the current status is Executing but the database, application server, and logs show no activity. If this occurs, click this button to clear the job application lock so that you can run the batch group again;

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otherwise, you will not be able to execute the batch group. Setting the status to Incomplete just updates the status of the batch group (as well as all batch jobs within the batch group)—it does not terminate processing.

Note that, if the job status is Incomplete, you cannot set the job status to Restart.

• If the job status is Failed, you can click Set to Restart. Note that, if the job status is Restart, you cannot set the job status to Incomplete.

Changing the status allows you to continue doing something else while the batch group completes.

To set the status of a running batch group to incomplete:1. In the Logs for My Batch Group list, select the execution log entry for the running

batch group that you want to mark as incomplete.

2. Click Set to Incomplete.

The Batch Group tool changes the status of this batch job to Incomplete.

3. Execute the batch group again. For more information, see “Executing a Batch Group” on page 704.

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Note: If a batch group fails and you do not click either the Set to Restart button (see “Restarting a Batch Group That Failed Execution” on page 707) or the Set to Incomplete button (see “Handling Incomplete Batch Group Execution” on page 708) in the Logs for My Batch Group list, Siperian Hub restarts the batch job from the prior failed level.

Viewing Rejected Records

If batch group execution resulted in records being written to the rejects table (during the execution of Stage jobs or Load jobs), then the job execution log enables the View Rejects button.

To view rejected records:1. Click the View Rejects button.

The Batch Group tool displays the Rejects window.

2. Navigate and inspect the rejected records as needed.

3. Click Close.

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Filtering Execution Logs By Status

You can view history logs across all Batch Groups, based on their execution status by clicking on the appropriate node under the Logs By Status node.

To filter execution logs by status:1. Start the Batch Group tool. For more information, see “Starting the Batch Group

Tool” on page 690.

2. In the Batch Group tree, expand the Logs by Status node.

The Batch Group tool displays the log status list.

3. Click the particular batch group log entry you want to review in the upper half of the logs panel.

Siperian Hub displays the detailed job execution logs for that batch group in the lower half of the panel. For additional information, see:

• “Group Execution Status” on page 705

• “Viewing the Group Execution Log for a Batch Group” on page 706

• “Viewing the Job Execution Log for a Batch Job” on page 706

Note: Batch group logs can be deleted by selecting a batch group log and clicking the Clear Selected button. To delete all logs shown in the panel, click the Clear All button.

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Deleting Batch Groups

To delete a batch group:1. Start the Batch Group tool. For more information, see “Starting the Batch Group

Tool” on page 690.

2. Acquire a write lock. For more information, see “Acquiring a Write Lock” on page 30.

3. In the navigation tree, expand the Batch Group node to show the batch group that you want to delete.

4. In the batch group, right click on the job that you want to move up, and choose Delete Batch Group (or select Batch Group > Delete Batch Group).

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Batch Jobs Reference

Batch Jobs ReferenceThis section describes each Siperian Hub batch job.

Alphabetical List of Batch Jobs

Batch Job Description

Accept Non-Matched Records As Unique

For records that have undergone the match process but had no matching data, sets the consolidation indicator to 1 (consolidated), meaning that the record was unique and did not require consolidation.

Autolink Jobs Automatically links records that have qualified for autolinking during the match process and are flagged for autolinking (Automerge_ind=1).

Auto Match and Merge Jobs

Executes a continual cycle of a Match job, followed by an Automerge job, until there are no more records to match, or until the number of matches ready for manual consolidation exceeds the configured threshold. Used with merge-style base objects only.

Automerge Jobs Automatically merges records that have qualified for automerging during the match process and are flagged for automerging (Automerge_ind = 1). Used with merge-style base objects only.

BVT Snapshot Jobs Generates a snapshot of the best version of the truth (BVT) for a base object. Used with link-style base objects only.

External Match Jobs Matches “externally managed/prepared” records with an existing base object, yielding the results based on the current match settings—all without actually modifying the data in the base object.

Generate Match Tokens Jobs

Prepares data for matching by generating match tokens according to the current match settings. Match tokens are strings that encode the columns used to identify candidates for matching.

Hub Delete Jobs Deletes data from the Hub based on BO / XREF level input.

Key Match Jobs Matches records from two or more sources when these sources use the same primary key. Compares new records to each other and to existing records, and identifies potential matches based on the comparison of source record keys as defined by the match rules.

Load Jobs Copies records from a staging table to the corresponding target table in the Hub Store (a base object or dependent object). During the load process, applies the current trust and validation rules to the records.

Manual Link Jobs Shows logs for records that have been manually linked in the Merge Manager tool. Used with link-style base objects only.

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Manual Merge Jobs Shows logs for records that have been manually merged in the Merge Manager tool. Used with merge-style base objects only.

Manual Unlink Jobs Shows logs for records that have been manually unlinked in the Merge Manager tool. Used with link-style base objects only.

Manual Unmerge Jobs Shows logs for records that have been manually unmerged in the Merge Manager tool.

Match Jobs Finds duplicate records in the base object, based on the current match rules.

Match Analyze Jobs Conducts a search to gather match statistics but does not actually perform the match process. If areas of data with the potential for huge match requirements are discovered, Siperian Hub moves the records to a hold status, which allows a data steward to review the data manually before proceeding with the match process.

Match for Duplicate Data Jobs

For data with a high percentage of duplicate records, compares new records to each other and to existing records, and identifies exact duplicates. The maximum number of exact duplicates is based on the Duplicate Match Threshold setting for this base object.

Migrate Link Style To Merge Style Jobs

Used with link-style base objects only. Migrates link-style base objects to merge-style base objects.

Multi Merge Jobs Allows the merge of multiple records in one job.

Promote Jobs Reads the PROMOTE_IND column from an XREF table and changes to ACTIVE the state on all rows where the column’s value is 1.

Recalculate BO Jobs Recalculates all base objects identified by ROWID_OBJECT column in the table/inline view if you include the ROWID_OBJECT_TABLE parameter. If you do not include the parameter, this batch job recalculates all records in the BO, in batches of MATCH_BATCH_SIZE or 1/4 the number of the records in the table, whichever is less.

Recalculate BVT Jobs Recalculates the BVT for the specified ROWID_OBJECT.

Reset Links Jobs Updates the records in the _LINK table to account for changes in the data. Used with link-style base objects only.

Reset Match Table Jobs

Shows logs of the operation where all matched records have been reset to be queued for match.

Revalidate Jobs Executes the validation logic/rules for records that have been modified since the initial validation during the Load Process.

Stage Jobs Copies records from a landing table into a staging table. During execution, cleanses the data according to the current cleanse settings.

Batch Job Description

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Accept Non-Matched Records As Unique

Accept Non-matched Records As Unique jobs change the status of records that have undergone the match process but had no matching data. This job sets the consolidation indicator to 1, meaning that the record is consolidated or (in this case) did not require consolidation. The Automerge job adheres to this setting and treats these as unique records.

The Accept Non-matched Records As Unique job is created:• only if the base object has Accept All Unmatched Rows as Unique enabled (set

to Yes) in the Match / Merge Setup configuration. For more information, see “Accept All Unmatched Rows as Unique” on page 492.

• only after a merge job is run, as described in “Batch Jobs That Are Created When Changes Occur” on page 673.

Note: This job cannot be executed from the Batch Viewer.

Autolink Jobs

For link-style base objects only, after the Match job has been run, you can run the Autolink job to automatically link any records that qualified for autolinking during the match process.

Synchronize Jobs Updates metadata for base objects. Used after a base object has been loaded but not yet merged, and subsequent trust configuration changes (such as enabling trust) have been made to columns in that base object. This job must be run before merging data for this base object.

Batch Job Description

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Auto Match and Merge Jobs

Auto Match and Merge batch jobs execute a continual cycle of a Match job, followed by an Automerge job, until there are no more records to match, or until the maximum number of records for manual consolidation limit is reached (see “Maximum Matches for Manual Consolidation” on page 490). The match batch size parameter (see “Number of Rows per Match Job Batch Cycle” on page 491) controls the number of records per cycle that this process goes through to finish the match and merge cycles. To learn more, see “Match Jobs” on page 734 and “Automerge Jobs” on page 717.

Important: Do not run an Auto Match and Merge job on a base object that is used to define relationships between records in inter-table or intra-table match paths. Doing so will change the relationship data, resulting in the loss of the associations between records. For more information, see “Relationship Base Objects” on page 498.

Second Jobs Shown After Application Server Restart

If you execute an Auto Match and Merge job, it completes successfully with one job shown in the status. However, if you stop and restart the application server and return to the Batch Viewer, you see a second job (listed under Match jobs) with a warning a few seconds later. The second job is to ensure that either the base object is empty or there are no more records to match.

Auto Match and Merge Metrics

After running an Auto Match and Merge job, the Batch Viewer displays the following metrics (if applicable) in the job execution log:

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The following table describes these metrics.

Automerge Jobs

For merge-style base objects only, after the Match job has been run, you can run the Automerge job to automatically merge any records that qualified for automerging during the match process. When an Automerge job is run, it processes all matches in the MATCH table that are flagged for automerging (Automerge_ind=1).

Note: For state-enabled objects only, records that are PENDING (source and target records) or DELETED are never automerged. When a record is deleted, it is removed from the match table and its consolidation_ind is reset to 4. For more information regarding how to manage the state of base object or XREF records, refer to “Configuring State Management for Base Objects” on page 211.

Metric Description

Matched records Number of records that were matched by the Auto Match and Merge job.

Records tokenized Number of records that were tokenized prior to the Auto Match and Merge job.

Automerged records Number of records that were merged by the Auto Match and Merge job.

Accepted as unique records

Number of records that were accepted as unique records by the Auto Match and Merge job. For more information, see “Automerge Jobs” on page 717.Applies only if this base object has Accept All Unmatched Rows as Unique enabled (set to Yes) in the Match / Merge Setup configuration. For more information, see “Accept All Unmatched Rows as Unique” on page 492.

Queued for automerge

Number of records that were queued for automerge by a Match job that was executed by the Auto Match and Merge job. For more information, see “Automerge Jobs” on page 717.

Queued for manual merge

Number of records that were queued for manual merge. Use the Merge Manager in the Hub Console to process these records. For more information, see the Siperian Hub Data Steward Guide.

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Automerge Jobs and Auto Match and Merge

Auto Match and Merge batch jobs execute a continual cycle of a Match job, followed by an Automerge job, until there are no more records to match, or until the maximum number of records for manual consolidation limit is reached (see “Maximum Matches for Manual Consolidation” on page 490). For additional information, see “Auto Match and Merge Jobs” on page 716.

Automerge Jobs and Trust-Enabled Columns

An Automerge job will fail if there is a large number of trust-enabled columns. The exact number of columns that cause the job to fail is variable and based on the length of the column names and the number of trust-enabled columns. Long column names are at—or close to—the maximum allowable length of 26 characters. To avoid this problem, keep the number of trust-enabled columns below 40 and/or the length of the column names short.

Automerge Metrics

After running an Automerge job, the Batch Viewer displays the following metrics (if applicable) in the job execution log:

The following table describes these metrics.

Metric Description

Automerged records Number of records that were automerged by the Automerge job.

Accepted as unique records

Number of records that were accepted as unique records by the Automerge job. Applies only if this base object has Accept All Unmatched Rows as Unique enabled (set to Yes) in the Match / Merge Setup configuration. For more information, see “Accept All Unmatched Rows as Unique” on page 492.

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BVT Snapshot Jobs

For a base object table, the best version of the truth (BVT) is a record that has been consolidated with the best cells of data from the source records. For more information, see “Best Version of the Truth” on page 340.

Note: For state-enabled base objects only, the BVT logic uses the HUB_STATE_IND to ignore the non contributing base objects where the HUB_STATE_IND is -1 or 0 (PENDING or DELETED state). For the online BUILD_BVT call, provide INCLUDE_PENDING_IND parameter.

Possible scenarios include:1. If this parameter is 0 then include only ACTIVE base object records.

2. If this parameter is 1 then include ACTIVE and PENDING base object records.

3. If this parameter is 2 then calculate based on ACTIVE and PENDING XREF records to provide “what-if ” functionality.

4. If this parameter is 3 then calculate based on ACTIVE XREF records to provide current BVT based on XREFs, which may be different than the scenario 1.

For more information regarding how to manage the state of base object or XREF records, refer to Chapter 7, “State Management.”

External Match Jobs

External match jobs match “externally managed/prepared” records with an existing base object, yielding the results based on the current match settings—all without actually loading the data from the input table into the base object, changing data in the base object in any way, or changing the match table associated with the base object. You can use external matching to pretest data, test match rules, and inspect the results before running the actual Match job. The base object for External Match jobs must be a fuzzy-match base object, as described in “Exact-match and Fuzzy-match Base Objects” on page 320.

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The External Match job executes as a batch job only—there is no corresponding SIF request that external applications can invoke. For more information, see “Running External Match Jobs” on page 724.

Input and Output Tables Used for External Match Jobs

In addition to the base object and its associated match key table, the External Match job uses the following input and output tables.

External Match Input (EMI) Table

Each base object has an External Match Input (EMI) table for External Match jobs. This table uses the following naming pattern:

C_BaseObject_EMI

where BaseObject is the name of the base object associated with this External Match job.

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When you create a base object, the Schema Manager automatically creates the associated EMI table, and automatically adds the following system columns:

When populating the EMI table (see “Populating the Input Table” on page 724), at least one of these columns must contain data. Note that the column names are non-restrictive—they can contain any identifying data, as long as the composite three-column primary key is unique.

In addition, when you configure match rules for a particular column (for example, Person_Name, Address_Part1, or Exact_Cust_ID), the Schema Manager adds that column automatically to the C_BaseObject_EMI table.

Column Name Data Type Size Not Null Description

SOURCE_KEY VARCHAR 50 Used as part of a three-column composite primary key to uniquely identify this record and to map to records in the C_BaseObject_EMO table.

SOURCE_NAME VARCHAR 50 Used as part of a three-column composite primary key to uniquely identify this record and to map to records in the C_BaseObject_EMO table.

FILE_NAME VARCHAR 50 Used as part of a three-column composite primary key to uniquely identify this record and to map to records in the C_BaseObject_EMO table.

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You can view the columns of an external match table in the Schema Manager by expanding the External Match Table node, as shown in the following example.

The records in the EMI table are analogous to the match batch used in Match jobs. As described in “Flagging the Match Batch” on page 329, the match batch contains the set of records that are matched against the rest of records in the base object. The difference is that, for Match jobs, the match batch records reside in the base object, while for External Match, these records reside in a separate input table.

External Match Output (EMO) Table

Each base object has an External Match Output (EMO) table that contains the output data for External Match jobs. This table uses the following naming pattern:

C_BaseObject_EMO

where BaseObject is the name of the base object associated with this External Match job.

Before the External Match job is executed, Siperian Hub drops and re-creates this table.

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An EMO table contains the following columns:

Instead of populating the match table for the base object, the External Match job populates this EMO table with match pairs. Each row in the EMO represents a pair of matched records—one from the EMI table and one from the base object:

Column Name Data Type Size Not Null Description

SOURCE_KEY VARCHAR 50 Used as part of a three-column composite primary key to uniquely identify this record. Maps back to the source record in the C_BaseObject_EMI table.

SOURCE_NAME VARCHAR 50 Used as part of a three-column composite primary key to uniquely identify this record. Maps back to the source record in the C_BaseObject_EMI table.

FILE_NAME VARCHAR 50 Used as part of a three-column composite primary key to uniquely identify this record. Maps back to the source record in the C_BaseObject_EMI table.

ROWID_OBJECT_MATCHED CHAR 14 X ROWID_OBJECT of the record in the base object that matched the record in the EMI table.

ROWID_MATCH_RULE CHAR 14 Identifies the match rule that was used to determine whether the two rows matched.

AUTOMERGE_IND NUMBER 38 X Specifies whether a record qualifies for automatic consolidation during the match process. One of the following values:• Zero (0): Record does not qualify for

automatic consolidation. Record • One (1): Record qualifies for automatic

consolidation.The Automerge Autolink job processes any records with an AUTOMERGE_IND of 1. For more information, see “Automerge Jobs” on page 717.

CREATOR VARCHAR2‘ 50 User or process responsible for creating the record.

CREATE_DATE DATE Date on which the record was created.

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• The primary key (SOURCE_KEY + SOURCE_NAME + FILE_NAME) uniquely identifies the record in the EMI table.

• ROWID_OBJECT_MATCHED uniquely identifies the record in the base object.

Populating the Input Table

Before running an External Match job, the EMI table must be populated with records to match against the records in the base object. The process of loading data into an EMI table is external to Siperian Hub—you must use a data loading tool that works with your database platform (such as SQL*Loader).

Important: When you populate this table, you must supply data for at least one of the system columns (SOURCE_KEY, SOURCE_NAME, and FILE_NAME) to help link back from the _EMI table. In addition, the C_BaseObject_EMI table must contain flat records—like the output of a JOIN, with unique source keys and no foreign keys to other tables.

Running External Match Jobs

To run an external match job for a base object:1. Populate the data in the C_BaseObject_EMI table using a data loading process that

is external to Siperian Hub. For requirements, see “Populating the Input Table” on page 724.

2. In the Hub Console, start either of the following tools:

• Batch Viewer according to the instructions in “Starting the Batch Viewer Tool” on page 674

• Batch Group according to the instructions in “Starting the Batch Group Tool” on page 690

3. Select the External Match job for the base object.

4. Select the match rule set that you want to use for external match.

The default match rule set is automatically selected. For more information, see “Configuring Match Rule Sets” on page 531.

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5. Execute the External Match job according to the instructions in “Running Batch Jobs Manually” on page 677 or “Executing Batch Groups Using the Batch Group Tool” on page 701.

• The External Match job matches all records in the C_BaseObject_EMI table against the records in the base object. There is no concept of a consolidation indicator in the input or output tables.

• The Build Match Group is not run for the results.

6. Inspect the results in the C_BaseObject_EMO table using a data management tool (external to Siperian Hub).

7. If you want to save the results, make a backup copy of the data before running the External Match job again.

Note: The C_BaseObject_EMO table is dropped and recreated after every External Match Job execution.

Generate Match Tokens Jobs

Before you can run the Match job for a given base object, you must first generate the match tokens. The Generate Match Tokens job generates the match tokens for the base object according to the current match settings. If you change a match rule, Siperian Hub might need to regenerate the tokens for the new match criteria, so Siperian Hub automatically creates a Key Match job, as described in “Batch Jobs That Are Created When Changes Occur” on page 673. For more information about configuring match token generation, see “Match Keys and the Tokenization Process” on page 322.

Note: For state-enabled base objects only, the tokenize batch process skips records that are in the DELETED state. These records can be tokenized through the Tokenize API, but will be ignored in batch processing. PENDING records can be matched on a per base object basis by setting the MATCH_PENDING_IND (default off). For more information regarding how to manage the state of base object or XREF records, refer to “Configuring State Management for Base Objects” on page 211.

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Regenerating All Match Tokens

Before you run a Generate Match Tokens job, you can use the Re-generate All Match Tokens check box to specify the scope of match token generation.

Do one of the following:• Check (select) this check box to have the Generate Match Tokens job truncate the

match key table and then tokenize the entire base object.

• Uncheck (clear) this check box to have the Generate Match Tokens job generate only tokens that are missing from the match key table based on the changed match criteria.

After Generating Match Tokens

After the match tokens are generated, you can run the Match job for a base object.

Hub Delete Jobs

Hub Delete jobs remove data from the Hub based on base object / XREFs input to the cmxdm.hub_delete_batch stored procedure. You can use the Hub Delete job to remove an entire source system from the Hub.

Note: Hub Delete jobs execute as a batch only stored procedure—you can not call a Hub Delete job from the Batch Viewer or Batch Group tools, and there is no corresponding SIF request that external applications can invoke. For more information, see “Hub Delete Jobs” on page 769.

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Key Match Jobs

Key Match jobs match records from two or more sources when these sources use the same primary key. Key Match jobs compare new records to each other and to existing records, and then identify potential matches based on the comparison of source record keys as defined by the primary key match rules. A Key Match job is automatically created for a base object after a primary key match rule has been created or changed in the Match / Merge Setup configuration for this base object. For more information, see “Configuring Primary Key Match Rules” on page 578.

Load Jobs

Load jobs move data from a staging table to the corresponding target table (base object or dependent object) in the Hub Store. Load jobs also calculate trust values for base objects with defined trusted columns, and they apply validation rules (if defined) to determine the final trust values. For more information about loading data, including trust, validation, and delta detection, see “Configuration Tasks for Loading Data” on page 454.

For state-enabled base objects, the load batch process can load records in any state. The state is specified as an input column on the staging table. The input state can be specified in the mapping view a landing table column or it can be derived. If an input state is not specified in the mapping, then the state is assumed to be ACTIVE. For more information regarding how to manage the state of base object or XREF records, refer to “Configuring State Management for Base Objects” on page 211.

The following table describes how input states affect the states of existing XREFs.

Existing XREF State: ACTIVE PENDING DELETED

No XREF (Load by rowid)

No Base Object

Incoming XREF State:

ACTIVEUpdate Update +

PromoteUpdate + Restore

Insert Insert

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Note: Records are rejected if the HUB_STATE_IND value is not valid.

The following table provides a matrix of how Siperian Hub processes records (for state-enabled base objects) during Load (and Put) for certain operations based on the record state:

PENDING

Pending Update

Pending Update

Pending Update + Restore

Pending Update

Pending Insert

DELETED Soft Delete Hard Delete Hard Delete Error Error

UndefinedTreat as Active

Treat as Pending

Treat as Deleted

Treat As Active

Treat As Active

Incoming Record State

Existing Record State Notes

Update the XREF record when:

ACTIVE ACTIVE

DELETED ACTIVE

PENDING PENDING

ACTIVE PENDING

DELETED DELETED

PENDING DELETED

DELETED When a base object rowid delete record comes in, Siperian Hub updates the base object and all XREF records (regardless of ROWID_SYSTEM) to DELETED state.

Insert the XREF record when:

PENDING ACTIVE The second record for the pair is created.

ACTIVE No Record

PENDING No Record

Existing XREF State: ACTIVE PENDING DELETED

No XREF (Load by rowid)

No Base Object

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Additional notes:• If the incoming state is not specified (for a Load update), then the incoming state

is assumed to be the same as the current state. For example if the incoming state is null and the existing state of the XREF or base object to update is PENDING, then the incoming state is assumed to be PENDING instead of null.

• Siperian Hub deletes XREF records using the Hub Delete batch job. The Hub Delete batch job removes specified data—up to and including an entire source system—from Siperian Hub based on your base object/XREF input to the cmxdm.hub_delete_batch stored procedure. For more information, see “Hub Delete Jobs” on page 769.

For more information regarding how to manage the state of base object or XREF records, refer to “Configuring State Management for Base Objects” on page 211.

Rules for Running Load Jobs

The following rules apply to Load jobs:• Run a Load job only if the Stage job that loads the staging table used by the Load

job has completed successfully.

• Run the Load job for a parent table before you run the Load job for a child table.

Delete the XREF record when:

ACTIVE PENDING (for paired records)

Delete the ACTIVE record in the pair, the PENDING record is then updated.Paired records are two records with the same PKEY_SRC_OBJECT and ROWID_SYSTEM.

DELETED PENDING

Siperian Hub displays an error when:

PENDING ACTIVE (for paired records)

Paired records are two records with the same PKEY_SRC_OBJECT and ROWID_SYSTEM.

Incoming Record State

Existing Record State Notes

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• Run the Load job for a parent base object before you run the Load job for a dependent object.

• If a lookup on the child object is not defined (the lookup table and column were not populated), in order to successfully load data, you must repeat the Stage job on the child object prior to running the Load job.

• Only one Load job at a time can be run for the same base object or dependent object. Multiple Load jobs for the same base object or dependent object cannot be run concurrently.

Forcing Updates in Load Jobs

Before you run a Load job, you can use the Force Update check box to configure how the Load job loads data from the staging table to the target base object or dependent object. By default, Siperian Hub checks the Last Update Date for each record in the staging table to ensure that it has not already loaded the record. To override this behavior, check (select) the Force Update check box, which ignores the Last Update Date, forces a refresh, and loads each record regardless of whether it might have already been loaded from the staging table. Use this approach prudently, however. Depending on the volume of data to load, forcing updates can carry a price in processing time.

Generating Match Tokens During Load Jobs

When configuring the advanced properties of a base object in the Schema tool, you can check (select) the Generate Match Tokens on Load check box to generate match tokens during Load jobs, after the records have been loaded into the base object. By default, this check box is unchecked (cleared), and match tokens are generated during the Match process instead. For more information, see “Editing Base Object Properties” on page 108 and “Run-time Execution Flow of the Load Process” on page 304.

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Load Job Metrics

After running a Load job, the Batch Viewer displays the following metrics (if applicable) in the job execution log:

The following table describes these metrics.

Metric Description

Total records Number of records processed by the Load job.

Inserted Number of records inserted by the Load job into the target object.

Updated Number of records updated by the Load job in the target object.

No action Number of records on which no action was taken (the records already existed in the base object).

Updated XREF Number of records that updated the cross-reference table for this base object. If you are loading a record during an incremental load, that record has already been consolidated (exists only in the XREF and not in the base object).

Records tokenized Number of records tokenized by the Load job. Applies only if the Generate Match Tokens on Load check box is selected in the Schema tool. For more information, see “Generating Match Tokens During Load Jobs” on page 730.

Unmerged source records

Number of source records that were not merged by the Load job.

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Manual Link Jobs

For link-style base objects only, after the Match job has been run, data stewards can use the Merge Manager to process records that have been queued by a Match job for manual linking.

Manual Merge Jobs

After the Match job has been run, data stewards can use the Merge Manager to process records that have been queued by a Match job for manual merge. Manual Merge jobs are run in the Merge Manager—not in the Batch Viewer. The Batch Viewer only allows you to inspect job execution logs for Manual Merge jobs that were run in the Merge Manager.

Maximum Matches for Manual Consolidation

In the Schema Manager, you can configure the maximum number of matches ready for manual consolidation to prevent data stewards from being overwhelmed with thousands of manual merges for processing. Once this limit is reached, the Match jobs and the Auto Match and Merge jobs will not run until the number of matches has been reduced. For more information, see “Maximum Matches for Manual Consolidation” on page 490.

Executing a Manual Merge Job in the Merge Manager

When you start a Manual Merge job, the Merge Manager displays a dialog with a progress indicator. A manual merge can take some time to complete. If problems occur during processing, an error message is displayed on completion. This error also shows up in the job execution log for the Manual Merge job in the Batch Viewer.

Missing Lookup / Invalid rowid_object records

Number of source records that were missing lookup information or had invalid rowid_object records.

Metric Description

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In the Merge Manager, the process dialog includes a button labeled Mark process as incomplete that updates the status of the Manual Merge job but does not abort the Manual Merge job. If you click this button, the merge process continues in the background. At this point, there will be an entry in the Batch Viewer for this process. When the process completes, the success or failure is reported. For more information about the Merge Manager, see the Siperian Hub Data Steward Guide.

Manual Unlink Jobs

For link-style base objects only, after a Manual Link job has been run, data stewards can use the Data Manager to manually unlink records that have been manually linked.

Manual Unmerge Jobs

For merge-style base objects only, after a Manual Merge job has been run, data stewards can use the Data Manager to manually unmerge records that have been manually merged. Manual Unmerge jobs are run in the Data Manager—not in the Batch Viewer. The Batch Viewer only allows you to inspect job execution logs for Manual Unmerge jobs that were run in the Data Manager. For more information about the Data Manager, see the Siperian Hub Data Steward Guide.

Executing a Manual Unmerge Job in the Data Manager

When you start a Manual Unmerge job, the Data Manager displays a dialog with a progress indicator. A manual unmerge can take some time to complete, especially when a record in question is the product of many constituent records If problems occur during processing, an error message is displayed on completion. This error also shows up in the job execution log for the Manual Unmerge in the Batch Viewer.

In the Data Manager, the process dialog includes a button labeled Mark process as incomplete that updates the status of the Manual Unmerge job but does not abort the Manual Unmerge job. If you click this button, the unmerge process continues in the background. At this point, there will be an entry in the Batch Viewer for this process. When the process completes, the success or failure is reported.

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Match Jobs

A match job generates search keys for a base object, searches through the data for match candidates (records that are possible matches), applies the match rules to the match candidates, generates the matches, and then queues the matches for either automatic or manual consolidation. For an introduction, see “Match Process” on page 317.

When you create a new base object in an ORS, Siperian Hub automatically creates its Match job. Each Match job compares new or updated records in a base object with all records in the base object. For a detailed description, see “Run-Time Execution Flow of the Match Process” on page 329.

After running a Match job, the matched rows are queued for automatic and manual consolidation. Siperian Hub creates jobs that automatically consolidate the appropriate records (automerge or autolink). If a record is flagged for manual consolidation (manual merge or manual link), data stewards must use the Merge Manager to perform the manual consolidation. For more information about manual consolidation, see the Siperian Hub Data Steward Guide. For more information about consolidation, see “About the Consolidate Process” on page 335.

You configure Match jobs in the Match / Merge Setup node in the Schema Manager. For more information, see “Configuration Tasks for the Match Process” on page 484.

Important: Do not run a Match job on a base object that is used to define relationships between records in inter-table or intra-table match paths. Doing so will change the relationship data, resulting in the loss of the associations between records. For more information, see “Relationship Base Objects” on page 498.

Match Tables

When a Siperian Hub Match job runs for a base object, it populates its match table. Match tables are usually named as Base_Object_MTCH. For more information, see “Populating the Match Table with Match Pairs” on page 330.

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Match Jobs and State-enabled Base Objects

The following table describes the details of the match batch process behavior given the incoming states for state-enabled base objects:

Note: For Build Match Group (BMG), do not build groups with PENDING records. PENDING records to be left as individual matches. PENDING matches will have automerge_ind=2. For more information regarding how to manage the state of base object or XREF records, refer to “Configuring State Management for Base Objects” on page 211.

Auto Match and Merge Jobs

For merge-style base objects only, you can run the Auto Match and Merge job for a base object. Auto Match and Merge batch jobs execute a continual cycle of a Match job, followed by an Automerge job, until there are no more records to match, or until the maximum number of records for manual consolidation limit is reached (see “Maximum Matches for Manual Consolidation” on page 490). For more information, see “Auto Match and Merge Jobs” on page 716.

Source Base Object State

Target Base Object State Operation Result

ACTIVE ACTIVE The records are analyzed for matching

PENDING ACTIVE Whether PENDING records are ignored in Batch Match is a table-level parameter. If set, then batch match will include PENDING records for the specified Base Object. But the PENDING records can only be the source record in a match.

DELETED Any state DELETED records are ignored in Batch Match

ANY PENDING PENDING records cannot be the target of a match.

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Match Stored Procedure

When executing the MATCH job stored procedure:• CMXMA.MATCH just runs one batch.

• the Match job is dependent on the successful completion of all tokenization jobs for the base object and any child tables used in intertable match. For more information about the tokenization job, see “Generate Match Tokens Jobs” on page 725. For more information about tokens for match, see “About the Consolidate Process” on page 335.

• the Generate Match Tokens job need not be scheduled. Siperian Hub automatically runs it.

Setting Limits for Batch Jobs

The Match job for a base object does not attempt to match every record in the base object against every other record in the base object. Instead, you specify (in the Schema tool):• how many records the job should match each time it runs. For more information,

see “Number of Rows per Match Job Batch Cycle” on page 491.

• how many matches are allowed for manual consolidation.

This feature helps to prevent data stewards from being overwhelmed with manual merges for processing. Once this limit is reached, the Match job will not run until the number of matches ready for manual consolidation has been reduced. For more information, see “Maximum Matches for Manual Consolidation” on page 490.

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Selecting a Match Rule Set

For Match jobs, before executing the job, you can select the match rule set that you want to use for evaluating matches.

The default match rule set for this base object is automatically selected. To choose any other match rule set, click the drop-down list and select any other match rule set that has been defined for this base object. For more information, see “Configuring Match Rule Sets” on page 531.

Match Job Metrics

After running a Match job, the Batch Viewer displays the following metrics (if applicable) in the job execution log:

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The following table describes these metrics.

Match Analyze Jobs

Match Analyze jobs perform a search to gather metrics but do not conduct any actual matching. If areas of data with the potential for huge match requirements (hot spots) are discovered, Siperian Hub moves these records to an on-hold status to prevent overmatching. Records that are on hold have a consolidation indicator of 9, which allows a data steward to review the data manually in the Data Manager tool before proceeding with the match and consolidation. Match Analyze jobs are typically used to tune match rules or simply to determine whether data for a base object is overly “matchy” or has large intersections of data (“hot spots”) that will result in overmatching.

Dependencies for Match Analyze Jobs

Each Match Analyze job is dependent on new / updated records in the base object that have been tokenized and are thus queued for matching. For base objects that have intertable match enabled, the Match Analyze job is also dependent on the successful completion of the data tokenization jobs for all child tables, which in turn is dependent on successful Load jobs for the child tables.

Metric Description

Matched records Number of records that were matched by the Match job.

Records tokenized Number of records that were tokenized by the Match job.

Queued for automerge Number of records that were queued for automerge by the Match job. Use the Automerge job to process these records. For more information, see “Automerge Jobs” on page 717.

Queued for manual merge

Number of records that were queued for manual merge by the Match job. Use the Merge Manager in the Hub Console to process these records. For more information, see the Siperian Hub Data Steward Guide.

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Limiting the Number of On-Hold Records

You can limit the number of records that the Match Analyze job moves to the on-hold status. By default, no limit is set. To configure a limit, edit the cmxcleanse.properties file and add the following setting:cmx.server.match.threshold_to_move_range_to_hold = n

where n is the maximum number of records that the Match Analyze job can move to the on-hold status. For more information about the cmxcleanse.properties file, see the Siperian Hub Installation Guide for your platform.

Match Analyze Job Metrics

After running a Match Analyze job, the Batch Viewer displays the following metrics (if applicable) in the job execution log.

Metrics in Execution Log

Statistics

Metric Description

Records moved to Hold Status Number of records moved to Hold

Records analyzed (to be matched) Number of records analyzed for match

Match comparisons required Number of actual matches that would be required to process this base object

Statistic Description

Top 10 range count Top ten number of records in a given search range.

Top 10 range comparison count Top ten number of match comparison that will need to be performed for a given search range.

Total records moved to hold Count of the records moved to hold.

Total matches moved to hold Total number of matches these records moved to hold required.

Total ranges processed Number of ranges required to process all the matches in base object.

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Match for Duplicate Data Jobs

Match for Duplicate Data jobs search for exact duplicates to consider them matched. The maximum number of exact duplicates is based on the base object columns defined in the Duplicate Match Threshold property in the Schema Manager for each base object. For more information, see “Duplicate Match Threshold” on page 103. For more information, see also “Matching for Duplicate Data” on page 326.

Note: The Match for Duplicate Data job does not display in the Batch Viewer when the duplicate match threshold is set to 1 and non-equal matches are enabled on the base object.

To match for duplicate data:1. Execute the Match for Duplicate Data job right after the Load job is finished.

2. Once the Match for Duplicate Data job is complete, run the Automerge job to process the duplicates found by the Match for Duplicate Data job.

3. Once the Automerge job is complete, run the regular match and merge process (Match job and then Automerge job, or the Auto Match and Merge job).

Migrate Link Style To Merge Style Jobs

For link-style base objects only, migrates link-style base objects to merge-style base objects.

Total candidates Total number of match candidates required to process all matches for this base object.

Time for analyze Amount of time required to run the analysis.

Statistic Description

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Multi Merge Jobs

A Multi Merge job allows the merge of multiple records in a single job—essentially incorporating the entire set of records to be merged as one batch. This batch job is initiated only by external applications that invoke the SIF MultiMergeRequest request. For more information, see Siperian Services Integration Framework Guide.

Promote Jobs

For state-enabled objects, the Promote job reads the PROMOTE_IND column from an XREF table and changes the system state to ACTIVE for all rows where the column’s value is 1. Siperian Hub resets PROMOTE_IND after the Promote job has run.

Note: The PROMOTE_IND column on a record is not changed to 0 during the promote batch process if the record is not promoted.

Here are the behavior details for the Promote batch job:

XREF State Before Promote

Base Object State Before Promote

Hub Action on XREF

Hub Action on BO

Refresh BVT?

Resulting BO State Operation Result

PENDING ACTIVE Promote Update Yes ACTIVE Siperian Hub promotes the pending XREF and recalculates the BVT to include the promoted XREF.

PENDING PENDING Promote Promote Yes ACTIVE Siperian Hub promotes the pending XREF and base object. The BVT is then calculated based on the promoted XREF.

DELETED This operation behaves the same way regardless of the state of the base object record.

None None No The state of the resulting base object record is unchanged by this operation.

Siperian Hub ignores DELETED records in Batch Promote. This scenario can only happen if a record that had been flagged for promotion is deleted prior to running the Promote batch process.

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You can run the Promote job using the following methods:• Using the Hub Console; for more information, see “Running Promote Jobs Using

the Hub Console”.

• Using the CMXSM.AUTO_PROMOTE stored procedure; for more information, see “Promote Jobs” on page 790.

• Using the Services Integration Framework (SIF) API (and the associated SiperianClient Javadoc); for more information, see the Siperian Services Integration Framework Guide.

Running Promote Jobs Using the Hub Console

To run an Promote job:1. In the Hub Console, start either of the following tools:

• Batch Viewer according to the instructions in “Starting the Batch Viewer Tool” on page 674

• Batch Group according to the instructions in “Starting the Batch Group Tool” on page 690

2. Select the Promote job for the desired base object.

3. Execute the Promote job according to the instructions in “Running Batch Jobs Manually” on page 677 or “Executing Batch Groups Using the Batch Group Tool” on page 701.

4. Display the results of the Promote job according to the instructions in “Viewing Job Execution Logs” on page 682.

ACTIVE This operation behaves the same way regardless of the state of the base object record.

None None No The state of the resulting base object record is unchanged by this operation.

Siperian Hub ignores ACTIVE records in Batch Promote. This scenario can only happen if a record that had been flagged for promotion is made ACTIVE prior to running the Promote batch process.

XREF State Before Promote

Base Object State Before Promote

Hub Action on XREF

Hub Action on BO

Refresh BVT?

Resulting BO State Operation Result

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Siperian Hub displays the results of the Promote job:

Promote Job Metrics

After running a Promote job, the Batch Viewer displays the following metrics (if applicable) in the job execution log.

Once the Promote job has run, you can view these statistics on the job summary page in the Batch Viewer.

Recalculate BO Jobs

There are two versions of Recalculate BO:• Using the ROWID_OBJECT_TABLE Parameter—Recalculates all base

objects identified by ROWID_OBJECT column in the table/inline view (note that brackets are required around inline view).

• Without the ROWID_OBJECT_TABLE Parameter—Recalculates all records in the base object, in batches of MATCH_BATCH_SIZE or 1/4 the number of the records in the table, whichever is less.

For more information, see “Recalculate BO Jobs” on page 791.

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Recalculate BVT Jobs

Recalculates the BVT for the specified ROWID_OBJECT.

For more information, see “Recalculate BVT Jobs” on page 792.

Reset Links Jobs

For link-style base objects only, allows you to remove links for an existing base object.

Reset Match Table Jobs

The Reset Match Table job is created automatically after you run a match job and the following conditions exist: if records have been updated to consolidation_ind = 2, and if you then change your match rules, as described in “Configuring Match Column Rules for Match Rule Sets” on page 542.

If you change your match rules after matching, you are prompted to reset your matches. When you reset matches, everything in the match table is deleted. In addition, the Reset Match Table job then resets the consolidation_ind=4 where it is =2. To learn more, see “About the Consolidate Process” on page 335.

When you save changes to the schema match columns, the following message box is displayed.

Click Yes to reset the existing matches and create a Reset Match Table job in the Batch Viewer.

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Note: If you do not reset the existing matches, your next Match job will take longer to execute because Siperian Hub will need to regenerate the match tokens before running the Match job.

Note: This job cannot be run from the Batch Viewer.

Revalidate Jobs

Revalidate jobs execute the validation logic/rules for records that have been modified since the initial validation during the Load Process. You can run Revalidate if/when records change post the initial Load process’s validation step. If no records change, no records are updated. If some records have changed and get caught by the existing validation rules, the metrics will show the results.

Note: Revalidate jobs can only be run if validation is enabled on a column after an initial load and prior to merge on base objects that have validate rules setup.

Revalidate is executed manually using the batch viewer for base objects. For more information, see “Running Batch Jobs Using the Batch Viewer Tool” on page 674.

Stage Jobs

Stage jobs move data from a landing table to a staging table, performing any cleansing that has been configured in the Siperian Hub mapping between the tables (see “Mapping Columns Between Landing and Staging Tables” on page 380). Stage jobs have parallel cleanse jobs that you can run (see “About Data Cleansing in Siperian Hub” on page 406). The stage status indicates which Cleanse Match Server is hit during a stage. For more information about staging data, see “Configuration Tasks for the Stage Process” on page 364.

For state-enabled base objects, records are rejected if the HUB_STATE_IND value is not valid. For more information regarding how to manage the state of base object or XREF records, refer to “About State Management in Siperian Hub” on page 206.

Note: If the Stage job is grayed out, then the mapping has become invalid due to changes in the staging table, in a column mapping, or in a cleanse function. Open the

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specific mapping using the Mappings tool, verify it, and then save it. For more information, see “Mapping Columns Between Landing and Staging Tables” on page 380.

Stage Job Stored Procedure

When executing the Stage job stored procedure:• Run the Stage job only if the ETL process responsible for loading the landing table

used by the Stage job completes successfully.

• Make sure that there are no dependencies between Stage jobs.

• You can run multiple Stage jobs simultaneously if there are multiple Cleanse Match Servers set up to run the jobs.

For more information, see “Stage Jobs” on page 795.

Stage Job Metrics

After running a Stage job, the Batch Viewer displays the following metrics in the job execution log:

The following table describes these metrics.

Metric Description

Total records Number of records processed by the Stage job.

Inserted Number of records inserted by the Stage job into the target object.

Rejected Number of records rejected by the Stage job. For more information, see “Viewing Rejected Records” on page 685.

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Synchronize Jobs

You must run the Synchronize job after any changes are made to the schema trust settings. The Synchronize job is created when any changes are made to the schema trust settings, as described in “Batch Jobs That Are Created When Changes Occur” on page 673. For more information, see “Configuring Trust for Source Systems” on page 455.

Reminder Prompt for Running Synchronize Jobs

When you save changes to schema column trust settings in the Systems and Trust tool, the following message box is displayed.

Clicking OK does not synchronize the column trust settings—this is just an information box that tells you to run the Synchronize job.

Running Synchronize Jobs

To run the Synchronize job, navigate to the Batch Viewer, find the correct Synchronize job for the base object, and run it. Siperian Hub updates the metadata for the base objects that have trust enabled after initial load has occurred.

Considerations for Running Synchronize Jobs• If you do not run the Synchronize job, you will not be able to run a Load job.

• This job can be run from the Batch Viewer only when a trust update is required for the base object. For more information, see “Running Synchronize Batch Jobs After Changes to Trust Settings” on page 467.

• A Synchronize job fails if a large number of trust-enabled columns are defined. The exact number of columns that cause the job to fail is variable and is based on

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the length of the column names and the number of trust-enabled columns. Long column names are at—or close to—the maximum allowable length of 26 characters. To avoid this problem, keep the number of trust-enabled columns below 48 and/or the length of the column names short. A workaround is to enable all trust/validation columns before saving the base object to avoid running the Synchronize job.

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Writing Custom Scripts to Execute Batch

Jobs

This chapter explains how to create custom scripts to execute batch jobs and batch groups in a Siperian Hub implementation. The information in this chapter is intended for implementation teams and system administrators. For information how to configure and execute Siperian Hub batch jobs using the Batch Viewer and Batch Group tools in the Hub Console, see “About Siperian Hub Batch Jobs” on page 668.

Important: You must have the application server running for the duration of a batch job.

Chapter Contents• About Executing Siperian Hub Batch Jobs

• Setting Up Job Execution Scripts

• Monitoring Job Results and Statistics

• Stored Procedure Reference

• Executing Batch Groups Using Stored Procedures

• Developing Custom Stored Procedures for Batch Jobs

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About Executing Siperian Hub Batch Jobs

About Executing Siperian Hub Batch JobsA Siperian Hub batch job is a program that, when executed, completes a discrete unit of work (a process). All public batch jobs in Siperian Hub can be executed as database stored procedures. For more information about batch jobs, see the “Using Batch Jobs” on page 667.

In the Hub Console, the Siperian Hub Batch Viewer and Batch Group tools provide simple mechanisms for executing Siperian Hub batch jobs. However, they do not provide a means for executing and managing jobs on a scheduled basis. To execute and manage jobs according to a schedule, you need to execute stored procedures that do the work of batch jobs or batch groups. Most organizations have job management tools that are used to control IT processes. Any such tool capable of executing Oracle PL*SQL or DB2 SQL commands can be used to schedule and manage Siperian Hub batch jobs.

Setting Up Job Execution ScriptsThis section describes how to set up job execution scripts for running Siperian Hub stored procedures.

About Job Execution Scripts

Execution scripts enable you to run stored procedures on a scheduled basis to execute and manage jobs.

Use job execution scripts to perform the following tasks:• determine whether stored procedures can be run using job scheduling tools; for

more information see “Determining Available Execution Scripts” on page 754

• retrieve identifiers for scripts that execute stored procedures; for more information, see “Retrieving Values from C_REPOS_TABLE_OBJECT_V at Execution Time” on page 755

• determine which batch jobs are available to be executed using stored procedures; for more information, see “Determining Available Execution Scripts” on page 754.

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• schedule stored procedures to run synchronously or asynchronously; for more information, see “Running Scripts Asynchronously” on page 755.

Siperian Hub provides information regarding stored procedures, such as whether a stored procedure can be run using job scheduling tools, or how to retrieve identifiers that execute stored procedures in the C_REPOS_TABLE_OBJECT_V view.

About the C_REPOS_TABLE_OBJECT_V View

The C_REPOS_TABLE_OBJECT_V view contains metadata and identifiers for the Siperian Hub stored procedures.

Metadata in the C_REPOS_TABLE_OBJECT_V View

Siperian Hub populates the C_REPOS_TABLE_OBJECT_V view with metadata about its stored procedures. You use this metadata to:• determine whether a stored procedure can be run using job scheduling tools, as

described in “Determining Available Execution Scripts” on page 754

• retrieve identifiers in the job execution scripts that execute Siperian Hub stored procedures, as described in “Retrieving Values from C_REPOS_TABLE_OBJECT_V at Execution Time” on page 755

C_REPOS_TABLE_OBJECT_V has the following columns:C_REPOS_TABLE_OBJECT_V Columns

Column Name Description

ROWID_TABLE_OBJECT Uniquely identifies a batch job.

ROWID_TABLE Depending on the type of batch job, this is the table identifier for either the table affected by the job (target table) or the table providing the data for the job (source table).• For Stage jobs, ROWID_TABLE refers to the target table (staging table).• For Load jobs, ROWID_TABLE refers to the source table (staging table).• For Match, Match Analyze, Autolink, Automerge, Auto Match and Merge,

External Match, Generate Match Tokens, and Key Match jobs, ROWID_TABLE refers to the base object table, which is both source and target for the jobs.

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OBJECT_NAME Description of the type of batch job. Examples include:• Stage jobs: CMX_CLEANSE.EXE.• Load jobs: CMXLD.LOAD_MASTER.• Match and Match Analyze jobs: CMXMA.MATCH.

OBJECT_DESC Description of the batch job, including the type of batch job as well as the object affected by the batch job. Examples include:• Stage for C_STG_CUSTOMER_CREDIT• Load from C_STG_CUSTOMER_CREDIT• Match and Merge for C_CUSTOMER

OBJECT_TYPE_CODE Together with OBJECT_FUNCTION_TYPE_CODE, this is a foreign key to C_REPOS_OBJ_FUNCTION_TYPE.An OBJECT_TYPE_CODE of “P” indicates a procedure that can potentially be executed by a scheduling tool.

OBJECT_FUNCTION_TYPE_CODE

Indicates the actual procedure type (stage, load, match, and so on).

PUBLIC_IND Indicates whether the procedure is a procedure that can be displayed in the Batch Viewer.

PARAMETER Describes the parameter list for the procedure. Where specific ROWID_TABLE values are required for the procedure, these are shown in the parameter list. Otherwise, the name of the parameter is simply displayed in the parameter list.An exception to this is the parameter list for Stage jobs (where OBJECT_NAME = CMX_CLEANSE.EXE). In this case, the full parameter list is not shown. For a list of parameters, see “Stage Jobs” on page 795.

VALID_IND If VALID_IND is not equal to 1, do not execute the procedure. It means that some repository settings have changed that affect the procedure. This usually applies to changes that affect the Stage jobs if the mappings have not been checked and saved again. For more information, see “Determining Available Execution Scripts” on page 754.

C_REPOS_TABLE_OBJECT_V Columns (Cont.)

Column Name Description

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Identifiers in the C_REPOS_TABLE_OBJECT_V View

Use the following identifier values in C_REPOS_TABLE_OBJECT_V to execute stored procedures.

OBJECT_NAME OBJECT_DESC

OBJECT_TYPE_CODE

OBJECT_FUNCTION_TYPE_CODE

OBJECT_FUNCTION_TYPE_DESC

CMXUT.ACCEPT_NON_MATCH_UNIQUE

Change the status of records that have undergone the match process but had no matching data.

P U Accept Non-matched Records As Unique

CMXMM.AUTOLINK Link data in BaseObjectName P (Procedure) I Autolink

CMXMM.AUTOMERGE Merge data in BaseObjectName P (Procedure) G Automerge

CMXMM.BUILD_BVT Generate BVT snapshot for BaseObjectName

P V BVT snapshot

CMXMA.EXTERNAL_MATCH

External Match for BaseObjectName

P E External match

CMXMA.GENERATE_MATCH_TOKENS

Generate Match Tokens for BaseObjectName

P N Generate match tokens

CMXMA.KEY_MATCH Key Match for BaseObjectName P K Key match

CMXLD.LOAD_MASTER Load from Link BaseObjectName

P L Load

CMXMM.MERGE Process records that have been queued by a Match job for manual merge.

P Y Manual merge

CMXMA.MATCH Match Analyze for BaseObjectName

P Z Match analyze

CMXMA.MATCH Match for BaseObjectName P M Match

CMXMA.MATCH_AND_MERGE

Match and Merge for BaseObjectName

P B Auto match and merge

CMXMA.MATCH_FOR_DUPS

Match for Duplicate Data for BaseObjectName

P D Match for duplicate data

CMXMM.MLINK Manual Link for BaseObjectName

P O Manual link

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Determining Available Execution Scripts

To determine which batch jobs are available to be executed using stored procedures, run a query using the standard Siperian Hub view called C_REPOS_TABLE_OBJECT_V, as shown in the following example:SELECT * FROM C_REPOS_TABLE_OBJECT_VWHERE PUBLIC_IND = 1 :

CMXMA.MIGRATE_LINK_STYLE_TO_MERGE_STYLE

Migrate Link Style to Merge Style for BaseObjectName

P J Migrate link style to merge style

CMXMM.MULTI_MERGE Multi Merge for BaseObjectName

P P Multi merge

CMXSM.AUTO_PROMOTE Reads the PROMOTE_IND column from an XREF table and for all rows where the column’s value is 1, changes the ACTIVE state to on.

P PR Promote

CMXMM.MUNLINK Manual Unlink for BaseObjectName

P Q Manual unlink

CMXMA.RESET_LINKS Reset Links for BaseObjectName

P W Reset links

CMXMA.RESET_MATCH Reset Match table for BaseObjectName

P R Reset match table

CMXUT.REVALIDATE_BO Revalidate BaseObjectName P H Revalidate BO

CMXCL.START_CLEANSE Stage for TargetStagingTableName

P C Stage

CMXUT.SYNC Synchronize after changes are made to the schema trust settings.

P S Synchronize

CMXMM.UNMERGE Unmerge for BaseObjectName P X Manual unmerge

OBJECT_NAME OBJECT_DESC

OBJECT_TYPE_CODE

OBJECT_FUNCTION_TYPE_CODE

OBJECT_FUNCTION_TYPE_DESC

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Retrieving Values from C_REPOS_TABLE_OBJECT_V at Execution Time

Use SQL statements to retrieve values from C_REPOS_TABLE_OBJECT_V when executing scripts at run time. The following example code retrieves the STG_ROWID_TABLE and ROWID_TABLE_OBJECT for cleanse jobs.SELECT A.ROWID_TABLE, A.ROWID_TABLE_OBJECT INTO IN_STG_ROWID_TABLE, IN_ROWID_TABLE_OBJECTFROM C_REPOS_TABLE_OBJECT_V A, C_REPOSE_TABLE BWHERE A.OBJECT_NAME = 'CMX_CLEANSE.EXE'AND B.ROWID_TABLE = A.ROWID_TABLEAND B.TABLE_NAME = 'C_HMO_ADDRESS'AND A.VALID_IND = 1;

Running Scripts Asynchronously

By default, the execution scripts run synchronously (IN_RUN_SYNCH = ‘TRUE’ or IN_RUN_SYNCH = NULL). To run the execution scripts asynchronously, specify IN_RUN_SYNCH = ‘FALSE’. Note that these Boolean values are case-sensitive and must be specified in upper-case characters.

Monitoring Job Results and StatisticsThis section describes how to monitor the results and view the associated statistics of batch jobs run in job execution scripts.

Error Messages and Return Codes

Siperian Hub stored procedures return an error message and return code.

Returned Parameter Description

OUT_ERROR_MSG Error message if an error occurred.

OUT_RETURN_CODE Return code. Zero (0) if no errors occurred, or one (1) if an error occurred.

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Error handling code in job execution scripts can look for return codes and trap any associated error messaged.

Job Execution Status

Siperian Hub stored procedures log their job execution status and statistics in the Siperian Hub repository. The following figure illustrates the repository tables that can be used for monitoring job results and statistics:

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The following table describes the various repository tables.

Repository Tables Used for Monitoring Job Results and Statistics

Table Name Description

C_REPOS_JOB_CONTROL As soon as a job starts to run, it registers itself in C_REPOS_JOB_CONTROL with a RUN_STATUS of 2 (Running/Processing). Once the job completes, its status is updated to one of the following values:• 0 (Completed Successfully)—Completed without any errors or

warnings.• 1 (Completed with Errors)—Completed, but with some warnings

or data rejections. See the RETURN_CODE for any error code and the STATUS_MESSAGE for a description of the error/warning.

• 2 (Running / Processing)

• 3 (Failed—Job did not complete). Corrective action must be taken and the job must be run again. See the RETURN_CODE for any error code and the STATUS_MESSAGE for the reason for failure.

• 4 (Incomplete)—The job failed before updating its job status and has been manually marked as incomplete. Corrective action must be taken and the job must be run again. RETURN_CODE and STATUS_MESSAGE will not provide any useful information. Marked as incomplete by clicking the Set Status to Incomplete button in the Batch Viewer.

C_REPOS_JOB_METRIC When a batch job has completed, it registers its statistics in C_REPOS_JOB_METRIC. There can be multiple statistics for each job. Join to C_REPOS_JOB_METRIC_TYPE to get a description for each statistic.

C_REPOS_JOB_METRIC_TYPE Stores the descriptions of the types of metrics that can be registered in C_REPOS_JOB_METRIC.

C_REPOS_JOB_STATUS_TYPE Stores the descriptions of the RUN_STATUS values that can be registered in C_REPOS_JOB_CONTROL.

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Stored Procedure Reference

Stored Procedure ReferenceThis section provides a reference for the stored procedures that represent Siperian Hub batch jobs. Siperian Hub provides these stored procedures, in compiled form, for each Operational Record Store (ORS), for Oracle databases. You can use any job scheduling software (such as Tivoli, CA Unicenter, and so on) to execute these stored procedures.

Note: All the input parameters that need a delimited list require a trailing “~” character.

Alphabetical List of Batch Jobs

Batch Job Description

Accept Non-matched Records As Unique

For records that have undergone the match process but had no matching data, sets the consolidation indicator to 1 (consolidated), meaning that the record was unique and did not require consolidation.

Autolink Jobs Automatically links records that have qualified for autolinking during the match process and are flagged for autolinking (Autolink_ind=1). Used with link-style base objects only.

Auto Match and Merge Jobs

Executes a continual cycle of a Match job, followed by an Automerge job, until there are no more records to match, or until the size of the manual merge queue exceeds the configured threshold. Used with merge-style base objects only.

Automerge Jobs Automatically merges records that have qualified for automerging during the match process and are flagged for automerging (Automerge_ind=1). Used with merge-style base objects only.

BVT Snapshot Jobs Generates a snapshot of the best version of the truth (BVT) for a base object. Used with link-style base objects only.

Execute Batch Group Jobs

Constructs an XML message and sends it to the MRM Server SIF API (ExecuteBatchGroupRequest), which performs the operation. For more information, see “Stored Procedures for Batch Groups” on page 799.

External Match Jobs Matches “externally managed/prepared” records with an existing base object, yielding the results based on the current match settings—all without actually modifying the data in the base object.

Generate Match Token Jobs

Prepares data for matching by generating match tokens according to the current match settings. Match tokens are strings that encode the columns used to identify candidates for matching.

Get Batch Group Status Jobs

Returns the status of a batch group. For more information, see “Stored Procedures for Batch Groups” on page 799.

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Hub Delete Jobs Deletes data from the Hub based on base object / XREF level input.

Key Match Jobs Matches records from two or more sources when these sources use the same primary key. Compares new records to each other and to existing records, and identifies potential matches based on the comparison of source record keys as defined by the match rules.

Load Jobs Copies records from a staging table to the corresponding target table in the Hub Store (a base object or dependent object). During the load process, it also applies the current trust and validation rules to the records.

Manual Link Jobs Shows logs for records that have been manually linked in the Merge Manager tool. Used with link-style base objects only.

Manual Merge Jobs Shows logs for records that have been manually merged in the Merge Manager tool. Used with merge-style base objects only.

Manual Unlink Jobs Shows logs for records that have been manually unlinked in the Data Manager tool. Used with link-style base objects only.

Manual Unmerge Jobs Shows logs for records that have been manually unmerged in the Merge Manager tool. Used with merge-style base objects only.

Match Jobs Finds duplicate records in the base object, based on the current match rules.

Match Analyze Jobs Conducts a search to gather match statistics but does not actually perform the match process. If areas of data with the potential for huge match requirements are discovered, Siperian Hub moves the records to a hold status, which allows a data steward to review the data manually before proceeding with the match process.

Match for Duplicate Data Jobs

For data with a high percentage of duplicate records, compares new records to each other and to existing records, and identifies exact duplicates. The maximum number of exact duplicates is based on the Duplicate Match Threshold setting for this base object.Note: The Match for Duplicate Data batch job has been deprecated.

Promote Jobs Reads the PROMOTE_IND column from an XREF table and changes to ACTIVE the state on all rows where the column’s value is 1.

Recalculate BO Jobs Recalculates all base objects identified by ROWID_OBJECT column in the table/inline view if you include the ROWID_OBJECT_TABLE parameter. If you do not include the parameter, this batch job recalculates all records in the BO, in batches of MATCH_BATCH_SIZE or 1/4 the number of the records in the table, whichever is less.

Recalculate BVT Jobs Recalculates the BVT for the specified ROWID_OBJECT.

Reset Batch Group Status Jobs

Resets a batch group. For more information, see “Stored Procedures for Batch Groups” on page 799.

Batch Job Description

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Accept Non-matched Records As Unique

Accept Non-matched Records As Unique jobs change the status of records that have undergone the match process but had no matching data. This job sets the consolidation indicator to 1, meaning that the record is consolidated or (in this case) did not require consolidation. The Automerge job adheres to this setting and treats these as unique records.

The Accept Non-matched Records As Unique job is created:• only if the base object has Accept All Unmatched Rows as Unique enabled (set

to Yes) in the Match / Merge Setup configuration. For more information, see “Accept All Unmatched Rows as Unique” on page 492.

• only after a merge job is run, as described in “Batch Jobs That Are Created When Changes Occur” on page 673.

Note: This job cannot be executed from the Batch Viewer.

Reset Links Jobs Updates the records in the _LINK table to account for changes in the data. Used with link-style base objects only.

Reset Match Table Jobs

Shows logs of the operation where all matched records have been reset to be queued for match.

Revalidate Jobs Executes the validation logic/rules for records that have been modified since the initial validation during the Load Process. You can run Revalidate if/when records change after the initial Load process’s validation step. If no records change, no records are updated. If some records have changed and get caught by the existing validation rules, the metrics will show the results.

Stage Jobs Copies records from a landing table into a staging table. During execution, cleanses the data according to the current cleanse settings.

Synchronize Jobs Updates metadata for base objects. Used after a base object has been loaded but not yet merged, and subsequent trust configuration changes (such as enabling trust) have been made to columns in that base object. This job must be run before merging data for this base object.

Batch Job Description

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Stored Procedure Definition for Accept Non-matched Records As Unique JobsPROCEDURE CMXUT.ACCEPT_NON_MATCH_UNIQUE (IN_ROWID_TABLE IN CHAR(14),IN_ROWID_USER IN CHAR(14),IN_ASSIGNMENT_IND INT,OUT_ACCEPT_UNIQUE_CNT OUT INT,OUT_ERROR_MSG OUT VARCHAR2(1024),RC OUT INT)

Sample Job Execution Script for Accept Non-matched Records As Unique-- ACCEPT RECORDS ASSIGNED TO ALL USERSDECLARE V_ROWID_TABLE CHAR( 14 ); OUT_ACCEPT_UNIQUE_CNT INTEGER; OUT_ERROR_MESSAGE VARCHAR2( 1024 ); OUT_RETURN_CODE INTEGER;BEGIN SELECT ROWID_TABLE INTO V_ROWID_TABLE FROM C_REPOS_TABLE WHERE TABLE_NAME = 'C_CUSTOMER';

CMXUT.ACCEPT_NON_MATCH_UNIQUE( V_ROWID_TABLE, NULL, 0, OUT_ACCEPT_UNIQUE_CNT, OUT_ERROR_MESSAGE, OUT_RETURN_CODE ); DBMS_OUTPUT.PUT_LINE( 'NUMBER FOR RECORDS ACCEPTED AS UNIQUE: ' || OUT_ACCEPT_UNIQUE_CNT ); DBMS_OUTPUT.PUT_LINE( 'RETURN MESSAGE: ' || SUBSTR( OUT_ERROR_MESSAGE, 1, 255 )); DBMS_OUTPUT.PUT_LINE( 'RETURN CODE: ' || OUT_RETURN_CODE );END;/-- ACCEPT ONLY RECORDS ASSIGNED TO SPECIFIC USERDECLARE V_ROWID_TABLE CHAR( 14 ); V_ROWID_USER CHAR( 14 ); OUT_ACCEPT_UNIQUE_CNT INTEGER; OUT_ERROR_MESSAGE VARCHAR2( 1024 ); OUT_RETURN_CODE INTEGER;BEGIN SELECT ROWID_TABLE

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INTO V_ROWID_TABLE FROM C_REPOS_TABLE WHERE TABLE_NAME = 'C_CUSTOMER';

SELECT ROWID_USER INTO V_ROWID_USER FROM C_REPOS_USER WHERE USER_NAME = 'ADMIN';

CMXUT.ACCEPT_NON_MATCH_UNIQUE( V_ROWID_TABLE, V_ROWID_USER, 1, OUT_ACCEPT_UNIQUE_CNT, OUT_ERROR_MESSAGE, OUT_RETURN_CODE ); DBMS_OUTPUT.PUT_LINE( 'NUMBER FOR RECORDS ACCEPTED AS UNIQUE: ' || OUT_ACCEPT_UNIQUE_CNT ); DBMS_OUTPUT.PUT_LINE( 'RETURN MESSAGE: ' || SUBSTR( OUT_ERROR_MESSAGE, 1, 255 )); DBMS_OUTPUT.PUT_LINE( 'RETURN CODE: ' || OUT_RETURN_CODE );COMMIT;END;/

Autolink Jobs

Autolink jobs automatically link records that have qualified for autolinking during the match process and are flagged for autolinking (Autolink_ind = 1).

Auto Match and Merge Jobs

Auto Match and Merge batch jobs execute a continual cycle of a Match job, followed by an Automerge job, until there are no more records to match, or until the size of the manual merge queue exceeds the configured threshold. Auto Match and Merge jobs are used with merge-style base objects only. For more information, see “Auto Match and Merge Jobs” on page 716.

Important: Do not run an Auto Match and Merge job on a base object that is used to define relationships between records in inter-table or intra-table match paths. Doing so will change the relationship data, resulting in the loss of the associations between records. For more information, see “Relationship Base Objects” on page 498.

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Identifiers for Executing Auto Match and Merge Jobs

To learn about the identifiers used to execute the stored procedure associated with this batch job, see “Identifiers in the C_REPOS_TABLE_OBJECT_V View” on page 753.

Dependencies for Auto Match and Merge Jobs

The Auto Match and Merge jobs for a target base object can either be run on successful completion of each Load job, or on successful completion of all Load jobs for the object.

Successful Completion of Auto Match and Merge Jobs

Auto Match and Merge jobs must complete with a RUN_STATUS of 0 (Completed Successfully) or 1 (Completed with Errors) to be considered successful.

Stored Procedure Definition for Auto Match and Merge JobsPROCEDURE CMXMA.MATCH_AND_MERGE (IN_ROWID_TABLE IN CHAR(14) --Rowid of a table,IN_USER_NAME IN VARCHAR2(200) --User name,IN_MATCH_SET_NAME IN VARCHAR2(500) DEFAULT NULL,OUT_ERROR_MSG OUT VARCHAR2(2000) --Error message, if any,RC OUT INT,IN_JOB_GRP_CTRL IN CHAR(14) DEFAULT NULL,IN_JOB_GRP_ITEM IN CHAR(14) DEFAULT NULL)

Sample Job Execution Script for Auto Match and Merge JobsDECLARE IN_ROWID_TABLE CHAR(14); IN_USER_NAME VARCHAR2(200); IN_MATCH_SET_NAME VARCHAR(200); OUT_ERROR_MSG VARCHAR2(2000); OUT_RETURN_CODE NUMBER;BEGIN IN_ROWID_TABLE := 'SVR1.188'; IN_USER_NAME := 'CMX_ORS'; IN_MATCH_SET_NAME := 'MRS2'; OUT_ERROR_MSG := NULL;

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OUT_RETURN_CODE := NULL;CMXMA.MATCH_AND_MERGE ( IN_ROWID_TABLE, IN_USER_NAME, IN_MATCH_SET_NAME, OUT_ERROR_MSG, OUT_RETURN_CODE );DBMS_OUTPUT.Put_Line('OUT_ERROR_MESSAGE = ' || OUT_ERROR_MESSAGE);DBMS_OUTPUT.Put_Line('RC = ' || TO_CHAR(RC));COMMIT;END;

Automerge Jobs

Automerge jobs automatically merge records that have qualified for automerging during the match process and are flagged for automerging (Automerge_ind = 1). Automerge jobs are used with merge-style base objects only. For more information, see “Automerge Jobs” on page 717.

Identifiers for Executing Automerge Jobs

To learn about the identifiers used to execute the stored procedure associated with this batch job, see “Identifiers in the C_REPOS_TABLE_OBJECT_V View” on page 753.

Dependencies for Automerge Jobs

Each Automerge job is dependent on the successful completion of the match process, and the queuing of records for automerge.

Successful Completion of Automerge Jobs

Automerge jobs must complete with a RUN_STATUS of 0 (Completed Successfully) or 1 (Completed with Errors) to be considered successful.

Stored Procedure Definition for Automerge JobsPROCEDURE CMXMM.AUTOMERGE (IN_ROWID_TABLE IN CHAR(14) --Rowid of a table,IN_USER_NAME IN VARCHAR2(200) --User name,OUT_ERROR_MESSAGE OUT VARCHAR2(2000) --Error message, if any,OUT_RETURN_CODE OUT NUMBER --Return code (if no errors, 0 is returned))

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Sample Job Execution Script for Automerge JobsDECLARE

IN_ROWID_TABLE CHAR(14);IN_USER_NAME VARCHAR2(200);OUT_ERROR_MESSAGE VARCHAR2(2000);OUT_RETURN_CODE NUMBER;

BEGIN IN_ROWID_TABLE := NULL;IN_USER_NAME := NULL;OUT_ERROR_MESSAGE := NULL;OUT_RETURN_CODE := NULL;

CMXMM.AUTOMERGE ( IN_ROWID_TABLE, IN_USER_NAME, OUT_ERROR_MESSAGE, OUT_RETURN_CODE );DBMS_OUTPUT.Put_Line('OUT_ERROR_MESSAGE = ' || OUT_ERROR_MESSAGE);DBMS_OUTPUT.Put_Line('OUT_RETURN_CODE = ' || TO_CHAR(OUT_RETURN_CODE));COMMIT; END;

BVT Snapshot Jobs

The BVT Snapshot stored procedure generates a snapshot of the best version of the truth (BVT) for a base object.

Execute Batch Group Jobs

Execute Batch Group jobs (CMXBG.EXECUTE_BATCHGROUP) execute a batch group. Note that there are two other related batch group stored procedures:• Reset Batch Group Jobs (CMXBG.RESET_BATCHGROUP)

• Get Batch Group Status Jobs (CMXBG.GET_BATCHGROUP_STATUS)

For more information, see “Stored Procedures for Batch Groups” on page 799.

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External Match Jobs

Matches “externally managed/prepared” records with an existing base object, yielding the results based on the current match settings—all without actually loading the data from the input table into the base object, changing data in the base object in any way, or changing the match table associated with the base object. You can use external matching to pretest data, test match rules, and inspect the results before running the actual Match job. For more information, see “External Match Jobs” on page 719.

Note: The External Batch job executes as a batch job only—there is no corresponding SIF request that external applications can invoke.

Stored Procedure Definition for External Match JobsPROCEDURE CMXMA.EXTERNAL_MATCH(IN_ROWID_TABLE IN CHAR(14), IN_USER_NAME IN VARCHAR2(50), IN_MATCH_SET_NAME IN VARCHAR2(500) DEFAULT NULL, OUT_ERROR_MSG OUT VARCHAR2(1024), RC OUT INT, IN_JOB_GRP_CTRL IN CHAR(14) DEFAULT NULL, IN_JOB_GRP_ITEM IN CHAR(14) DEFAULT NULL)

Sample Job Execution Script for External Match JobsDECLARE IN_ROWID_TABLE CHAR(14); IN_USER_NAME VARCHAR2(200); IN_MATCH_SET_NAME VARCHAR2(200); OUT_ERROR_MSG VARCHAR2(2000); RC NUMBER;BEGIN IN_ROWID_TABLE := NULL; IN_USER_NAME := NULL; IN_MATCH_SET_NAME := NULL; OUT_ERROR_MSG := NULL; RC := NULL; IN_JOB_GRP_CTRL := NULL; IN_JOB_GRP_ITEM := NULL; CMXMA.EXTERNAL_MATCH ( IN_ROWID_TABLE, IN_USER_NAME,

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IN_MATCH_SET_NAME, OUT_ERROR_MSG, RC, IN_JOB_GRP_CTRL, IN_JOB_GRP_ITEM, );DBMS_OUTPUT.Put_Line('OUT_ERROR_MESSAGE = ' || OUT_ERROR_MESSAGE);DBMS_OUTPUT.Put_Line('RC = ' || TO_CHAR(RC));COMMIT;END;

Generate Match Token Jobs

Generate Match Tokens jobs prepare data for matching by generating match tokens according to the current match settings. Match tokens are strings that encode the columns used to identify candidates for matching. For more information, see “Generate Match Tokens Jobs” on page 725.

Schedule Generate Match Tokens jobs if you run the load process without data tokenization, or if match failed during tokenization. The Generate Match Tokens job generates the match tokens for the entire base object (when IN_FULL_RESTRIP_IND is set to 1).

Note: Check (select) the Re-generate All Match Tokens check box in the Batch Viewer to populate the IN_FULL_RESTRIP_IND parameter.

Identifiers for Executing Generate Match Token Jobs

To learn about the identifiers used to execute the stored procedure associated with this batch job, see “Identifiers in the C_REPOS_TABLE_OBJECT_V View” on page 753.

Dependencies for Generate Match Token Jobs

Each Generate Match Tokens job is dependent on the successful completion of the Load job responsible for loading data into the base object.

Successful Completion of Generate Match Token Jobs

Generate Match Tokens jobs must complete with a RUN_STATUS of 0 (Completed Successfully).

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Stored Procedure Definition for Generate Match Token JobsPROCEDURE CMXMA.GENERATE_MATCH_TOKENS (IN_ROWID_TABLE IN CHAR(14) --Rowid of a table,IN_USER_NAME IN VARCHAR2(200) --User name,OUT_ERROR_MSG OUT VARCHAR2(2000) --Error message, if any,OUT_RETURN_CODE OUT NUMBER --Return code (if no errors, 0 is returned),IN_JOB_GRP_CTRL IN CHAR(14) DEFAULT NULL,IN_JOB_GRP_ITEM IN CHAR(14) DEFAULT NULL,IN_FULL_RESTRIP_IND IN NUMBER --Default 0, retokenize entire table if set to 1 (strip_truncate_insert))

Sample Job Execution Script for Generate Match Token JobsDECLARE

IN_ROWID_TABLE CHAR(14);IN_USER_NAME VARCHAR2(200);OUT_ERROR_MSG VARCHAR2(2000);OUT_RETURN_CODE NUMBER;IN_FULL_RESTRIP_IND NUMBER;

BEGIN IN_ROWID_TABLE := NULL;IN_USER_NAME := NULL;OUT_ERROR_MSG := NULL;OUT_RETURN_CODE := NULL;IN_FULL_RESTRIP_IND := NULL;

CMXMA.GENERATE_MATCH_TOKENS ( IN_ROWID_TABLE, IN_USER_NAME, OUT_ERROR_MSG, OUT_RETURN_CODE, IN_FULL_RESTRIP_IND );DBMS_OUTPUT.Put_Line('OUT_ERROR_MESSAGE = ' || OUT_ERROR_MESSAGE);DBMS_OUTPUT.Put_Line('OUT_RETURN_CODE = ' || TO_CHAR(OUT_RETURN_CODE));COMMIT;END;

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Get Batch Group Status Jobs

Get Batch Group Status jobs returns the status of a batch group. Note that there are two other related batch group stored procedures:• Execute Batch Group Jobs (CMXBG.EXECUTE_BATCHGROUP)

• Reset Batch Group Jobs (CMXBG.RESET_BATCHGROUP)

For more information, see “Stored Procedures for Batch Groups” on page 799.

Hub Delete Jobs

The Hub Delete job removes specified data—up to and including an entire source system—from Siperian Hub based on your base object / XREF input to the CMXDM.HUB_DELETE_BATCH stored procedure.

Although the Hub Delete job deletes the XREF record, a pointer to the deleted record (actually to the parent base object of this XREF) could potentially be present on the _HMXR table (on column ORIG_TGT_ROWID_OBJECT). The Match Tree tool displays REMOVED (ID#: xxxx) for the removed record(s).

Important: • The Hub Delete batch job will not delete the data if there are records queued for

an Automerge job.

• Do not run a Hub Delete job when there are automerge records in the match table. Run the Hub Delete job after the automerge matches are processed.

Cascade Delete

The Hub Delete job performs a cascade delete if you set the parameter IN_ALLOW_CASCADE_DELETE_IND=1 for a base object in the stored procedure. With cascade delete, when records in the parent object are deleted, Hub Delete also removes the affected records in the child base object. Hub Delete checks each child BO table for related data that should be deleted given the removal of the parent BO record.

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Important: For the prior example, the Hub Delete job may potentially delete XREF records from other source systems. To ensure that Hub Delete does not delete XREF records from other systems, do not use cascade delete. IN_ALLOW_CASCADE_DELETE_IND forces Hub Delete to delete the child base objects and cross-references (regardless of system) when the parent base object is being deleted.

Notes: • If you do not set the IN_ALLOW_CASCADE_DELETE_IND=1, Siperian Hub

generates an error message if there are child base objects referencing the deleted base objects record; Hub Delete fails, and Siperian Hub performs a rollback operation for the associated data.

• IN_CASCADE_CHILD_SYSTEM_XREF=1 is not supported in XU SP1. Since there may be situations where you would want to selectively cascade deletes to child records, you would have to perform child deletes first, and then parent deletes with the cascade delete feature disabled.

Hub Delete Impact on History Tables

If you set IN_OVERRIDE_HISTORY_IND=1, Hub Delete does not write to history tables when deleting.

If you set IN_OVERRIDE_HISTORY_IND=1 and set IN_PURGE_HISTORY_IND=1, then Hub Delete removes history tables to delete all traces of the data.

If IN_PURGE_HISTORY_IND=1 and IN_OVERRIDE_HISTORY_IND=0, there is no effect.

Note: Siperian Hub sets the HUB_STATE_IND to -9 in the HXRF when XREFs are deleted. The HIST table will be set to -9 if the BO record is deleted.

Hub Delete Impact on Records on Hold

The Hub Delete job removes “records on hold” or records that have had their CONSOLIDATION_IND column set to 9.

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Stored Procedure Definition for Hub Delete JobsPROCEDURE CMXDM.HUB_DELETE_BATCH (IN_BO_TABLE_NAME IN VARCHAR2(30),IN_XREF_LIST_TO_BE_DELETED IN VARCHAR2(30),OUT_DELETED_XREF_COUNT OUT INT,OUT_DELETED_BO_COUNT OUT INT,OUT_ERROR_MSG OUT VARCHAR2(1024),OUT_RETURN_CODE OUT INT,OUT_TMP_TABLE_LIST IN OUT VARCHAR2(32000),IN_RECALCULATE_BVT IN INT DEFAULT 1,IN_ALLOW_CASCADE_DELETE IN INT DEFAULT 1,IN_CASCADE_CHILD_SYSTEM_XREF IN INT DEFAULT 0,IN_OVERRIDE_HISTORY_IND IN INT DEFAULT 0,IN_PURGE_HISTORY_IND IN INT DEFAULT 0,IN_USER_NAME IN VARCHAR2(50) DEFAULT NULL,IN_ALLOW_COMMIT_IND IN INT DEFAULT 1)

Parameters

Parameter Description

IN_BO_TABLE_NAME Name of the table that contains the list of base objects to delete.

IN_XREF_LIST_TO_BE_DELETED Name of the table that contains the list of XREFs to delete.

IN_RECALCULATE_BVT_IND If set to one (1), recalculates BVT following BO and/or XREF delete.

IN_ALLOW_CASCADE_DELETE_IND If set to one (1), specifies that when records in the parent object are deleted, Hub Delete also removes the affected records in the child base object. Hub Delete checks each child BO table for related data that should be deleted given the removal of the parent BO record.

IN_CASCADE_CHILD_SYSTEM_XREF Not supported in XU SP1. Leave the value for this parameter as the default (0) when executing the procedure.

IN_OVERRIDE_HISTORY_IND If set to one (1), Hub Delete does not write to history tables when deleting. If you set IN_OVERRIDE_HISTORY_IND=1 and set IN_PURGE_HISTORY_IND=1, then Hub Delete removes history tables to delete all traces of the data.

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Returns

Sample Job Execution Script for Hub Delete JobsDECLARE IN_BO_TABLE_NAME VARCHAR2( 40 ); IN_XREF_LIST_TO_BE_DELETED VARCHAR2( 40 ); IN_RECALCULATE_BVT_IND NUMBER; IN_ALLOW_CASCADE_DELETE_IND NUMBER; IN_CASCADE_CHILD_SYSTEM_XREF NUMBER; IN_OVERRIDE_HISTORY_IND NUMBER; IN_PURGE_HISTORY_IND NUMBER; IN_USER_NAME VARCHAR2( 100 ); IN_ALLOW_COMMIT_IND NUMBER; OUT_DELETED_XREF_COUNT NUMBER; OUT_DELETED_BO_COUNT NUMBER; OUT_ERROR_MESSAGE VARCHAR2( 1024 ); OUT_RETURN_CODE NUMBER;BEGIN IN_BO_TABLE_NAME := 'C_CUSTOMER'; IN_XREF_LIST_TO_BE_DELETED := 'TMP_DELETE_KEYS'; OUT_DELETED_XREF_COUNT := NULL; OUT_DELETED_BO_COUNT := NULL; OUT_ERROR_MESSAGE := NULL; OUT_RETURN_CODE := NULL; IN_RECALCULATE_BVT_IND := 1; IN_ALLOW_CASCADE_DELETE_IND := 1; IN_CASCADE_CHILD_SYSTEM_XREF := 0;

IN_PURGE_HISTORY_IND If set to one (1) Hub Delete

Parameter Description

OUT_DELETED_XREF_COUNT Number of deleted XREFs.

OUT_DELETED_BO_COUNT Number of deleted BOs.

OUT_ERROR_MSG Error message text.

OUT_RETURN_CODE Error code. If zero (0), then the stored procedure completed successfully. The procedure will return a non-zero value in case of an error.

Parameter Description

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IN_OVERRIDE_HISTORY_IND := 0; IN_PURGE_HISTORY_IND := 0; IN_USER_NAME := 'ADMIN'; IN_ALLOW_COMMIT_IND := 0;

DELETE TMP_DELETE_KEYS;

INSERT INTO TMP_DELETE_KEYS SELECT PKEY_SRC_OBJECT, ROWID_SYSTEM FROM C_CUSTOMER_XREF WHERE ROWID_SYSTEM = 'SALES'; COMMIT;--CMXDM.HUB_DELETE_BATCH( IN_BO_TABLE_NAME, IN_XREF_LIST_TO_BE_DELETED, OUT_DELETED_XREF_COUNT, OUT_DELETED_BO_COUNT, OUT_ERROR_MESSAGE, OUT_RETURN_CODE, OUT_TMP_TABLE_LIST, IN_RECALCULATE_BVT_IND, IN_ALLOW_CASCADE_DELETE_IND, IN_CASCADE_CHILD_SYSTEM_XREF, IN_OVERRIDE_HISTORY_IND, IN_PURGE_HISTORY_IND, IN_USER_NAME, IN_ALLOW_COMMIT_IND );DBMS_OUTPUT.PUT_LINE( ' RETURN CODE IS ' || OUT_RETURN_CODE );DBMS_OUTPUT.PUT_LINE( ' MESSAGE IS ' || OUT_ERROR_MESSAGE );DBMS_OUTPUT.PUT_LINE( ' XREF RECORDS DELETED: ' || OUT_DELETED_XREF_COUNT );DBMS_OUTPUT.PUT_LINE( ' BO RECORDS DELETED: ' || OUT_DELETED_BO_COUNT );COMMIT;END; /

Key Match Jobs

Key Match jobs are used to match records from two or more sources when these sources use the same primary key. Key Match jobs compare new records to each other and to existing records, and identifies potential matches based on the comparison of source record keys as defined by the match rules. For more information, see “Key Match Jobs” on page 727.

Identifiers for Executing Key Match Jobs

To learn about the identifiers used to execute the stored procedure associated with this batch job, see “Identifiers in the C_REPOS_TABLE_OBJECT_V View” on page 753.

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Dependencies for Key Match Jobs

Key Match jobs are dependent on the successful completion of the Load job responsible for loading data into the base object. The Key Match job cannot have been run after any changes were made to the data.

Successful Completion of Key Match Jobs

Key Match jobs must complete with a RUN_STATUS of 0 (Completed Successfully).

Stored Procedure Definition for Key Match JobsPROCEDURE CMXMA.KEY_MATCH (IN_ROWID_TABLE IN CHAR(14) --Rowid of a table,IN_USER_NAME IN VARCHAR2(200) --User name,OUT_ERROR_MSG OUT VARCHAR2(2000)--Error message, if any,OUT_RETURN_CODE OUT NUMBER --Return code (if no errors, returns 0))

Sample Job Execution Script for Key Match JobsDECLARE

IN_ROWID_TABLE VARCHAR2(200);IN_USER_NAME VARCHAR2(200);OUT_ERROR_MESSAGE VARCHAR2(200);OUT_RETURN_CODE NUMBER;

BEGININ_ROWID_TABLE := NULL;IN_USER_NAME := 'myusername';OUT_ERROR_MESSAGE := NULL;OUT_RETURN_CODE := NULL;

CMXMA.KEY_MATCH (IN_ROWID_TABLE, IN_USER_NAME, OUT_ERROR_MESSAGE, OUT_RETURN_CODE);DBMS_OUTPUT.Put_Line(' Row id table = ' || IN_ROWID_TABLE);CMXMA.KEY_MATCH ( IN_ROWID_TABLE, IN_USER_NAME, OUT_ERROR_MESSAGE, OUT_RETURN_CODE);DBMS_OUTPUT.Put_Line('OUT_ERROR_MESSAGE = ' || OUT_ERROR_MESSAGE);DBMS_OUTPUT.Put_Line('OUT_RETURN_CODE = ' || TO_CHAR(OUT_RETURN_CODE));COMMIT;END;

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Load Jobs

Load jobs move data from staging tables to the final target objects, and apply any trust and validation rules where appropriate. For more information about Load jobs and the load process, see “Load Jobs” on page 727.

Identifiers for Executing Load Jobs

To learn about the identifiers used to execute the stored procedure associated with this batch job, see “Identifiers in the C_REPOS_TABLE_OBJECT_V View” on page 753.

Dependencies for Load Jobs

Each Load job is dependent on the success of the Stage job that precedes it. In addition, each Load job is governed by the demands of referential integrity constraints and is dependent on the successful completion of all other Load jobs responsible for populating tables referenced by the table that is the target of the load.

Successful Completion of Load Jobs

A Load job must complete with a RUN_STATUS of 0 (Completed Successfully) or 1 (Completed with Errors) to be considered successful. The Auto Match and Merge jobs for a target base object can either be run on successful completion of each Load job, or on successful completion of all Load jobs for the base object.

For Run

Base Objects Run the loads for parent tables before the loads for child tables.

Dependent Objects Run the loads for all referenced base objects before the load for the dependent object.

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Stored Procedure Definition for Load JobsPROCEDURE CMXLD.LOAD_MASTER (IN_STG_ROWID_TABLE IN CHAR(14) --Rowid of staging table,IN_USER_NAME IN VARCHAR2(200) --Database user name,IN_ROWID_JOB_GRP_CTRL IN CHAR(14);,IN_ROWID_JOB_GRP_ITEM IN CHAR(14);,OUT_ERROR_MSG OUT VARCHAR2(2000) --Error message, if any,OUT_RETURN_CODE OUT NUMBER --Return code (if no errors, 0 is returned),IN_FORCE_UPDATE_IND IN NUMBER --Forced update value Default 0, 1 for Forced update)

Sample Job Execution Script for Load JobsDECLARE

IN_STG_ROWID_TABLE CHAR(14);IN_USER_NAME VARCHAR2(200);IN_ROWID_JOB_GRP_CTRL CHAR(14);IN_ROWID_JOB_GRP_ITEM CHAR(14);OUT_ERROR_MSG VARCHAR2(2000);OUT_RETURN_CODE NUMBER;IN_FORCE_UPDATE_IND NUMBER;

BEGIN IN_STG_ROWID_TABLE := NULL;IN_USER_NAME := NULL;IN_ROWID_JOB_GRP_CTRL := NULL;IN_ROWID_JOB_GRP_ITEM := NULL;OUT_ERROR_MSG := NULL;OUT_RETURN_CODE := NULL;IN_FORCE_UPDATE_IND := NULL;

CMXLD.LOAD_MASTER ( IN_STG_ROWID_TABLE, IN_USER_NAME, IN_ROWID_JOB_GRP_CTRL, IN_ROWID_JOB_GRP_ITEM, OUT_ERROR_MSG, OUT_RETURN_CODE, IN_FORCE_UPDATE_IND );DBMS_OUTPUT.Put_Line('OUT_ERROR_MESSAGE = ' || OUT_ERROR_MESSAGE);DBMS_OUTPUT.Put_Line('OUT_RETURN_CODE = ' || TO_CHAR(OUT_RETURN_CODE));COMMIT; END;

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Manual Link Jobs

Manual Link jobs execute manually linking in the Merge Manager tool. Manual Link jobs are used with link-style base objects only. Results are stored in the _LINK table. To learn more, see “Manual Link Jobs” on page 732.

Manual Merge Jobs

After the Match job has been run, data stewards can use the Merge Manager to process records that have been queued by a Match job for manual merge. Manual Merge jobs are run in the Merge Manager—not in the Batch Viewer. The Batch Viewer only allows you to inspect job execution logs for Manual Merge jobs that were run in the Merge Manager. For more information, see “Executing a Manual Merge Job in the Merge Manager” on page 732.

Stored Procedure Definition for Manual Merge JobsPROCEDURE CMXMM.MERGE(IN_ROWID_TABLE IN CHAR(14),IN_SRC_ROWID_OBJECT IN CHAR(14),IN_TGT_ROWID_OBJECT IN CHAR(14),IN_ROWID_MATCH_RULE IN CHAR(14),IN_AUTOMERGE_IND IN INT,IN_PROMOTE_STRING IN VARCHAR2(4000),IN_ROWID_JOB_CTL IN CHAR(14),IN_INTERACTION_ID IN INT,IN_USER_NAME IN VARCHAR2(50),OUT_MERGED_IS_UNIQUE_IND OUT INT,OUT_ERROR_MESSAGE OUT VARCHAR2(1024),OUT_RETURN_CODE OUT INT,CALLED_MANUALLY_IND IN INT DEFAULT 1,OUT_TMP_TABLE_LIST OUT NOCOPY VARCHAR2(32000))

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Sample Job Execution Script for Manual Merge JobsDECLARE V_ROWID_TABLE CHAR( 14 ); V_SRC_ROWID_OBJECT CHAR( 14 ); V_TGT_ROWID_OBJECT CHAR( 14 ); V_PROMOTE_STRING VARCHAR2( 2000 ); V_INTERACTION_ID INT := NULL; OUT_MERGE_COUNT INT; OUT_MERGED_IS_UNIQUE_IND INT; OUT_ERROR_MESSAGE VARCHAR2( 2000 ); OUT_RETURN_CODE INT;BEGIN SELECT ROWID_TABLE INTO V_ROWID_TABLE FROM C_REPOS_TABLE WHERE TABLE_NAME = 'C_CUSTOMER'; V_TGT_ROWID_OBJECT := 1; V_SRC_ROWID_OBJECT := 2; V_PROMOTE_STRING := NULL; --Contains Rowid_column~winner~ For trusted columns to force the winning cell for that column. --Winner can either be "s"ource or "t"arget. Example: 'svr1.7sv~t~svr1.7sw~s~' V_INTERACTION_ID := NULL; CMXMM.MANUAL_MERGE( V_ROWID_TABLE, V_SRC_ROWID_OBJECT, V_TGT_ROWID_OBJECT, V_PROMOTE_STRING, V_INTERACTION_ID, 'ADMIN', OUT_MERGED_IS_UNIQUE_IND, OUT_ERROR_MESSAGE, OUT_RETURN_CODE ); DBMS_OUTPUT.PUT_LINE( 'MERGED IS UNIQUE IND: ' || OUT_MERGED_IS_UNIQUE_IND );DBMS_OUTPUT.PUT_LINE( 'RETURN MESSAGE: ' || SUBSTR( OUT_ERROR_MESSAGE, 1, 255 ));DBMS_OUTPUT.PUT_LINE( 'RETURN CODE: ' || OUT_RETURN_CODE );DBMS_OUTPUT.Put_Line('OUT_ERROR_MESSAGE = ' || OUT_ERROR_MESSAGE);DBMS_OUTPUT.Put_Line('OUT_RETURN_CODE = ' || TO_CHAR(OUT_RETURN_CODE));COMMIT;END;

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Manual Unlink Jobs

Manual Unlink jobs execute manually unlinking of records that were previously linked manually in the Merge Manager tool or through one of these stored procedure jobs.

Manual Unmerge Jobs

The Unmerge job can unmerge already-consolidated records, whether those records were consolidated using Automerge, Manual Merge, manual edit, Load by Rowid_Object, or Put Xref. The Unmerge job succeeds or fails as a single transaction: if the server fails while the Unmerge job is executing, the unmerge process is rolled back.

Cascade Unmerge

The Unmerge job performs a cascade unmerge if this feature is enabled for this base object in the Schema Manager in the Hub Console. With cascade unmerge, when records in the parent object are unmerged, Siperian Hub also unmerges affected records in the child base object.

This feature applies to unmerging records across base objects. This is configured per base object (using the Unmerge Child When Parent Unmerges check box on the Merge Settings tab in the Schema Manager). Cascade unmerge applies only when a foreign-key relationship exists between two base objects.

For example: Customer A record (parent) in the Customer base object has multiple address records (children) in the Address base object. The two tables are linked by a unique key (Customer_ID). • When cascade unmerge is enabled—Unmerging the parent record (Customer

A) in the Customer base object also unmerges Customer A's child address records in the Address base object.

• When cascade unmerge is disabled—Unmerging the parent record (Customer A) in the Customer base object has no effect on Customer A's child records in the Address base object; they are NOT unmerged.

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Unmerging All Records or One Record

In your job execution script, you can specify the scope of records to unmerge by setting IN_UNMERGE_ALL_XREFS_IND.• IN_UNMERGE_ALL_XREFS_IND=0: Default setting. Unmerges the single

record identified in the specified XREF to its state prior to the merge.

• IN_UNMERGE_ALL_XREFS_IND=1: Unmerges all XREFs to their state prior to the merge. Use this option to quickly unmerge all XREFs for a single consolidated record in a single operation.

Linear and Tree Unmerge

These features apply to unmerging contributing records from within a single base object. There is a hierarchy of merges consisting of a root (top of the tree, or BVT), branches (merged records), and leaves (the original contributing records at end of the branches). This hierarchy can be many levels deep.

In your job execution script, you can specify the type of unmerge (linear or tree unmerge) by setting IN_TREE_UNMERGE_IND:• IN_TREE_UNMERGE_IND=0: Default setting. Linear Unmerge

• IN_TREE_UNMERGE_IND=1: Tree Unmerge

Linear Unmerge

Linear unmerge is the default behavior. During a linear unmerge, a base object record is unmerged and taken out of the existing merge tree structure. Only the unmerged base object record itself will come out the merge tree structure, and all base object records below it in the merge tree will stay in the original merge tree.

Tree Unmerge

Tree unmerge is an optional alternative. A tree of merged base object records is a hierarchical structure of the merge history, reflecting the sequence of merge operations that have occurred. Merge history is kept during the merge process in these tables:• HMXR provides the current state view of merges

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• HMRG table provides a hierarchical view of the merge history, a tree of merged base object records, as well as an interactive unmerge history.

During a tree unmerge, you unmerge a tree of merged base object records as an intact sub-structure. A sub-tree having unmerged base object records as root will come out from the original merge tree structure. (For example, merge a1 and a2 into a, then merge b1 and b2 into b, and then finally merge a and b into c. If you then perform a tree unmerge on a, and then unmerge a from a1, a2 is a sub tree and will come out from the original tree c. As a result, a is the root of the tree after the unmerge.)

Identifiers for Executing Manual Unmerge Jobs

To learn about the identifiers used to execute the stored procedure associated with this batch job, see “Identifiers in the C_REPOS_TABLE_OBJECT_V View” on page 753.

Dependencies for Manual Unmerge Jobs

Each Manual Unmerge job is dependent on data having already been merged.

Successful Completion of Manual Unmerge Jobs

A Manual Unmerge job must complete with a RUN_STATUS of 0 (Completed Successfully) or 1 (Completed with Errors) to be considered successful.

Stored Procedure Definition for Manual Unmerge JobsPROCEDURE CMXMM.UNMERGE (IN_ROWID_TABLE IN CHAR(14),IN_ROWID_SYSTEM IN CHAR(14),IN_PKEY_SRC_OBJECT IN VARCHAR2(255),IN_TREE_UNMERGE_IND IN INT,IN_ROWID_JOB_CTL IN CHAR(14),IN_INTERACTION_ID IN INT,IN_USER_NAME IN VARCHAR2(50),OUT_UNMERGED_ROWID OUT CHAR(14),OUT_TMP_TABLE_LIST OUT VARCHAR2(32000),OUT_ERROR_MESSAGE OUT VARCHAR2(1024),RC OUT INT,IN_UNMERGE_ALL_XREFS_IND IN INT DEFAULT 0 )

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Sample Job Execution Script for Manual Unmerge JobsDECLARE IN_ROWID_TABLE CHAR (14); IN_ROWID_SYSTEM CHAR (14); IN_PKEY_SRC_OBJECT VARCHAR2 (255); IN_TREE_UNMERGE_IND NUMBER; IN_ROWID_JOB_CTL CHAR (14); IN_INTERACTION_ID NUMBER; IN_USER_NAME VARCHAR2 (50); OUT_UNMERGED_ROWID CHAR (14); OUT_TMP_TABLE_LIST VARCHAR2 (32000); OUT_ERROR_MESSAGE VARCHAR2 (1024); RC NUMBER; IN_UNMERGE_ALL_XREFS_IND NUMBER;BEGIN IN_ROWID_TABLE := 'SVR1.8ZC '; IN_ROWID_SYSTEM := 'SVR1.7NJ '; IN_PKEY_SRC_OBJECT := '6'; IN_TREE_UNMERGE_IND := 0; -- Default 0, 1 for tree unmerge IN_ROWID_JOB_CTL := NULL; IN_INTERACTION_ID := NULL; IN_USER_NAME := 'XHE'; OUT_UNMERGED_ROWID := NULL; OUT_TMP_TABLE_LIST := NULL; OUT_ERROR_MESSAGE := NULL; RC := NULL; IN_UNMERGE_ALL_XREFS_IND := 0; -- default 0, 1 for unmerge_all

CMXMM.UNMERGE ( IN_ROWID_TABLE, IN_ROWID_SYSTEM, IN_PKEY_SRC_OBJECT, IN_TREE_UNMERGE_IND, IN_ROWID_JOB_CTL, IN_INTERACTION_ID, IN_USER_NAME, OUT_UNMERGED_ROWID, OUT_TMP_TABLE_LIST, OUT_ERROR_MESSAGE, RC, IN_UNMERGE_ALL_XREFS_IND );DBMS_OUTPUT.PUT_LINE (' Return Code = ' || rc);DBMS_OUTPUT.PUT_LINE (' Message is = ' || out_error_message); DBMS_OUTPUT.Put_Line('OUT_ERROR_MESSAGE = ' || OUT_ERROR_MESSAGE);DBMS_OUTPUT.Put_Line('RC = ' || TO_CHAR(RC));COMMIT;END;

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Match Jobs

Match jobs find duplicate records in the base object, based on the current match rules. For more information about Match jobs and the match process, see “Match Jobs” on page 734.

Important: Do not run a Match job on a base object that is used to define relationships between records in inter-table or intra-table match paths. Doing so will change the relationship data, resulting in the loss of the associations between records. For more information, see “Relationship Base Objects” on page 498.

Identifiers for Executing Match Jobs

For a complete list of the identifiers used to execute the stored procedure associated with this batch job, see “Identifiers in the C_REPOS_TABLE_OBJECT_V View” on page 753.

Dependencies for Match Jobs

Each Match job is dependent on new / updated records in the base object that have been tokenized and are thus queued for matching. For parent base objects that have children, the Match job is also dependent on the successful completion of the data tokenization jobs for all child tables, which in turn is dependent on successful Load jobs for the child tables.

Successful Completion of Match Jobs

Match jobs must complete with a RUN_STATUS of 0 (Completed Successfully) or 1 (Completed with Errors) to be considered successful.

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Stored Procedure for Match JobsPROCEDURE CMXMA.MATCH (IN_ROWID_TABLE IN CHAR(14) --Rowid of a table,IN_USER_NAME IN VARCHAR2(50) --User name,OUT_ERROR_MSG OUT VARCHAR2(1024) --Error message, if any,OUT_RETURN_CODE OUT NUMBER --Return code (if no errors, 0 is returned),IN_VALIDATE_TABLE_NAME IN VARCHAR2(200) --Validate table name,IN_MATCH_ANALYZE_IND IN NUMBER --Match analyze to check for match data)

Sample Job Execution Script for Match JobsDECLARE

IN_ROWID_TABLE CHAR(14);IN_USER_NAME VARCHAR2(50);OUT_ERROR_MSG VARCHAR2(1024);RC NUMBER;IN_VALIDATE_TABLE_NAME VARCHAR2(30);IN_MATCH_ANALYZE_IND NUMBER;IN_MATCH_SET_NAME VARCHAR2(500);IN_JOB_GRP_CTRL CHAR(14);IN_JOB_GRP_ITEM CHAR(14);

BEGIN IN_ROWID_TABLE := NULL;IN_USER_NAME := NULL;OUT_ERROR_MSG := NULL;RC := NULL;IN_VALIDATE_TABLE_NAME := NULL;IN_MATCH_ANALYZE_IND := NULL;IN_MATCH_SET_NAME := NULL;IN_JOB_GRP_CTRL := NULL;IN_JOB_GRP_ITEM := NULL;

CMXMA.MATCH ( IN_ROWID_TABLE, IN_USER_NAME, OUT_ERROR_MSG, RC, IN_VALIDATE_TABLE_NAME, IN_MATCH_ANALYZE_IND, IN_MATCH_SET_NAME, IN_JOB_GRP_CTRL, IN_JOB_GRP_ITEM );DBMS_OUTPUT.Put_Line('OUT_ERROR_MESSAGE = ' || OUT_ERROR_MESSAGE);DBMS_OUTPUT.Put_Line('RC = ' || TO_CHAR(RC));COMMIT; END;

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Match Analyze Jobs

Match Analyze jobs perform a search to gather metrics about matching without conducting any actual matching. Match Analyze jobs are typically used to fine-tune match rules. For more information, see “Match Analyze Jobs” on page 738.

Identifiers for Executing Match Analyze Jobs

For a complete list of the identifiers used to execute the stored procedure associated with this batch job, see “Identifiers in the C_REPOS_TABLE_OBJECT_V View” on page 753.

Dependencies for Match Analyze Jobs

Each Match Analyze job is dependent on new / updated records in the BO that have been tokenized and are thus queued for matching. For parent BOs, the Match Analyze job is also dependent on the successful completion of the data tokenization jobs for all child tables, which in turn is dependent on successful Load jobs for the child tables.

Successful Completion of Match Analyze Jobs

Match Analyze jobs must complete with a RUN_STATUS of 0 (Completed Successfully) or 1 (Completed with Errors) to be considered successful.

Stored Procedure for Match Analyze JobsPROCEDURE CMXMA.MATCH (IN_ROWID_TABLE IN CHAR(14) --Rowid of a table,IN_USER_NAME IN VARCHAR2(200) --User name,OUT_ERROR_MSG OUT VARCHAR2(2000) --Error message, if any,OUT_RETURN_CODE OUT NUMBER --Return code (if no errors, 0 is returned),IN_VALIDATE_TABLE_NAME IN VARCHAR2(200) --Validate table name,IN_MATCH_ANALYZE_IND IN NUMBER --Match analyze to check for match data)

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Sample Job Execution Script for Match Analyze JobsDECLARE

IN_ROWID_TABLE CHAR(14);IN_USER_NAME VARCHAR2(200);OUT_ERROR_MSG VARCHAR2(2000);OUT_RETURN_CODE NUMBER;IN_VALIDATE_TABLE_NAME VARCHAR2(200);IN_MATCH_ANALYZE_IND NUMBER;

BEGIN IN_ROWID_TABLE := NULL;IN_USER_NAME := NULL;OUT_ERROR_MSG := NULL;OUT_RETURN_CODE := NULL;IN_VALIDATE_TABLE_NAME := NULL;IN_MATCH_ANALYZE_IND := 1;

CMXMA.MATCH ( IN_ROWID_TABLE, IN_USER_NAME, OUT_ERROR_MSG, OUT_RETURN_CODE, IN_VALIDATE_TABLE_NAME, IN_MATCH_ANALYZE_IND );DBMS_OUTPUT.Put_Line('OUT_ERROR_MESSAGE = ' || OUT_ERROR_MESSAGE);DBMS_OUTPUT.Put_Line('OUT_RETURN_CODE = ' || TO_CHAR(OUT_RETURN_CODE));COMMIT; END;

Match for Duplicate Data Jobs

A Match for Duplicate Data job searches for exact duplicates to consider them matched. Use it to manually run the Match for Duplicate Data process when you want to use your own rule as the match for duplicates criteria instead of all the columns in the base object. The maximum number of exact duplicates is based on the base object columns defined in the Duplicate Match Threshold property in the Schema Manager for each base object. To learn more, see “Match for Duplicate Data Jobs” on page 737.

Note: The Match for Duplicate Data batch job has been deprecated.

Identifiers for Executing Match for Duplicate Jobs

To learn about the identifiers used to execute the stored procedure associated with this batch job, see “Identifiers in the C_REPOS_TABLE_OBJECT_V View” on page 743.

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Dependencies for Match for Duplicate Data Jobs

Match for Duplicate Data jobs require the existence of unconsolidated data in the BO.

Successful Completion of Match for Duplicate Data Jobs

Match for Duplicate Data jobs must complete with a RUN_STATUS of 0 (Completed Successfully).

Stored Procedure Definition for Match for Duplicate Data JobsPROCEDURE CMXMA.MATCH_FOR_DUPS (IN_ROWID_TABLE IN CHAR(14) --Rowid of a table,IN_USER_NAME IN VARCHAR2(200) --User name,OUT_ERROR_MSG OUT VARCHAR2(2000) --Error message, if any,OUT_RETURN_CODE OUT INT --Return code (if no errors, 0 is returned))

Sample Job Execution Script for Match for Duplicate Data JobsDECLARE

IN_ROWID_TABLE CHAR(14);IN_USER_NAME VARCHAR2(200);OUT_ERROR_MSG VARCHAR2(2000);OUT_RETURN_CODE NUMBER;

BEGIN IN_ROWID_TABLE := NULL;IN_USER_NAME := NULL;OUT_ERROR_MSG := NULL;OUT_RETURN_CODE := NULL;

CMXMA.MATCH_FOR_DUPS ( IN_ROWID_TABLE, IN_USER_NAME, OUT_ERROR_MSG, OUT_RETURN_CODE);DBMS_OUTPUT.Put_Line('OUT_ERROR_MESSAGE = ' || OUT_ERROR_MESSAGE);DBMS_OUTPUT.Put_Line('OUT_RETURN_CODE = ' || TO_CHAR(OUT_RETURN_CODE));COMMIT; END;

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Multi Merge Jobs

Multi Merge jobs allow the merge of multiple records in a single job. This batch job is initiated only by external applications that invoke the SIF MultiMergeRequest. For more information, see Siperian Services Integration Framework Guide.

The Multi Merge stored procedure:• calls group_merge based on the incoming list of base object records

• uses PUT_XREF to process user-selected winning values (new XREF record from CMX Admin + merge lineage) into the base object record

When executing the Multi Merge stored procedure:• Merge rowid_objects in the IN_MEMBER_ROWID_LIST into IN_

SURVIVING_ROWID have the column values provided from IN_VAL_LIST as the base object’s winning cell values. Values are delimited by ~. For example: val1~val2~val3~

• The first rowid_object in IN_MEMBER_ROWID_LIST will be selected as the surviving rowid_object if the IN_SURVIVING_ROWID is not provided.

• If IN_MEMBER_ROWID_LIST is NULL, IN_SURVIVING_ROWID will be considered as group_id in the link table. In this case, all active member rowid_objects belonging to this group_id will be merged into IN_SURVIVING_ROWID.

• Values in the IN_MEMBER_ROWID_LIST, IN_COL_LIST, and IN_VAL_LIST columns are delimited by ‘~’. For example: value1~value2~value3~

Identifiers for Executing Multi Merge Jobs

To learn about the identifiers used to execute the stored procedure associated with this batch job, see “Identifiers in the C_REPOS_TABLE_OBJECT_V View” on page 753.

Dependencies for Multi Merge Jobs

Each Multi Merge job is dependent on the successful completion of the match process for this base object.

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Successful Completion of Multi Merge Jobs

Multi Merge jobs must complete with a RUN_STATUS of 0 (Completed Successfully) or 1 (Completed with Errors) to be considered successful.

Stored Procedure Definition for Multi Merge JobsPROCEDURE CMXMM.MULTI_MERGE (IN_ROWID_TABLE IN CHAR(14),IN_SURVIVING_ROWID IN CHAR(14),IN_MEMBER_ROWID_LIST IN VARCHAR2(32000) --delimited by '~',IN_ROWID_MATCH_RULE IN CHAR(14),IN_COL_LIST IN VARCHAR2(32000) --delimited by '~',IN_VAL_LIST IN VARCHAR2(32000) --delimited by '~',IN_INTERACTION_ID IN INT,IN_USER_NAME IN VARCHAR2(50),OUT_ERROR_MESSAGE OUT VARCHAR2(1024),OUT_RETURN_CODE OUT INT)

Sample Job Execution Script for Multi Merge JobsDECLARE IN_ROWID_TABLE CHAR(14); IN_SURVIVING_ROWID CHAR(14); IN_MEMBER_ROWID_LIST VARCHAR2(4000); IN_ROWID_MATCH_RULE VARCHAR2(4000); IN_COL_LIST VARCHAR2(4000); IN_VAL_LIST VARCHAR2(4000); IN_INTERACTION_ID NUMBER; IN_USER_NAME VARCHAR2(200); OUT_ERROR_MESSAGE VARCHAR2(200); OUT_RETURN_CODE NUMBER;

BEGIN IN_ROWID_TABLE := 'SVR1.CP4 '; IN_SURVIVING_ROWID := '40 '; IN_MEMBER_ROWID_LIST := '42 ~44 ~45 ~47 ~48 ~49 ~'; IN_ROWID_MATCH_RULE := NULL; IN_COL_LIST := 'SVR1.CSB ~SVR1.CSE ~SVR1.CSG ~SVR1.CSH ~SVR1.CSA ~'; IN_VAL_LIST := 'INDU~THOMAS~11111111111~F~1000~';

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IN_INTERACTION_ID := 0; IN_USER_NAME := 'INDU'; OUT_ERROR_MESSAGE := NULL; OUT_RETURN_CODE := NULL;

CMXMM.MUTLI_MERGE ( IN_ROW_TABLE ,IN_SURVIVING_ROWID ,IN_MEMBER_ROWID_LIST ,IN_ROWID_MATCH_RULE ,IN_COL_LIST,IN_VAL_LIST,IN_INTERACTION_ID ,IN_USER_NAME ,OUR_ERROR_MESSAGE,OUT_RETURN_CODE);DBMS_OUTPUT.Put_Line('OUT_ERROR_MESSAGE = ' || OUT_ERROR_MESSAGE);DBMS_OUTPUT.Put_Line('OUT_RETURN_CODE = ' || TO_CHAR(OUT_RETURN_CODE));COMMIT;END;

Promote Jobs

For state-enabled objects, a promote job reads the PROMOTE_IND column from an XREF table and for all rows where the column’s value is 1, changes the ACTIVE state to on. Siperian Hub resets PROMOTE_IND after the Promote job has run. For more information regarding how to manage the state of base object or XREF records, refer to “About State Management in Siperian Hub” on page 206.

Note: The PROMOTE_IND column on a record is not changed to 0 during the Promote batch process if the record is not promoted.

Stored Procedure Definition for Promote JobsPROCEDURE CMXSM.AUTO_PROMOTE(IN_ROWID_TABLE IN CHAR(14),IN_USER_NAME IN VARCHAR2(50),OUT_ERROR_MESSAGE OUT VARCHAR2(1024),OUT_RETURN_CODE OUT INT,IN_ROWID_JOB_GRP_CTRL IN CHAR(14) DEFAULT NULL,IN_ROWID_JOB_GRP_ITEM IN CHAR(14) DEFAULT NULL)

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Recalculate BO Jobs

There are two versions of Recalculate BO:• Using the ROWID_OBJECT_TABLE Parameter—Recalculates all BOs

identified by ROWID_OBJECT column in the table/inline view (note that brackets are required around inline view).

• Without the ROWID_OBJECT_TABLE Parameter—Recalculates all records in the BO, in batches of MATCH_BATCH_SIZE or 1/4 the number of the records in the table, whichever is less.

Stored Procedure Definition for Recalculate BO Jobs

Note: If you include the ROWID_OBJECT_TABLE parameter, the Recalculate BO batch job recalculates all BOs identified by ROWID_OBJECT column in the table/inline view. If you do not include the parameter, this batch job recalculates all records in the BO, in batches of MATCH_BATCH_SIZE or 1/4 the number of the records in the table, whichever is less.PROCEDURE CMXBV.RECALCULATE_BO(IN_TABLE_NAME IN VARCHAR2(128),IN_ROWID_OBJECT_TABLE IN VARCHAR2(128),IN_USER_NAME IN VARCHAR2(50),OUT_TMP_TABLE_LIST OUT VARCHAR2(32000),OUT_ERROR_MESSAGE OUT VARCHAR2(1024),OUT_RETURN_CODE OUT INT)

Sample Job Execution Script for Recalculate BO JobsDECLARE OUT_ERROR_MESSAGE VARCHAR2( 1024 ); OUT_RETURN_CODE NUMBER;BEGIN DELETE TEST_RECALC_BO; INSERT INTO TEST_RECALC_BO SELECT ROWID_OBJECT FROM C_CUSTOMER; CMXBV.RECALCULATE_BO( 'C_CUSTOMER', 'TEST_RECALC_BO', 'TNEFF', OUT_ERROR_MESSAGE, OUT_RETURN_CODE );COMMIT;

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DBMS_OUTPUT.PUT_LINE( ' RETURN CODE = ' || OUT_RETURN_CODE );DBMS_OUTPUT.PUT_LINE( ' MESSAGE IS = ' || OUT_ERROR_MESSAGE );COMMIT;END;

Recalculate BVT Jobs

Recalculates the BVT for the specified ROWID_OBJECT.

Stored Procedure Definition for Recalculate BVT JobsPROCEDURE CMXBV.RECALCULATE_BVT(IN_TABLE_NAME IN VARCHAR2(128),IN_ROWID_OBJECT IN CHAR(14),IN_USER_NAME IN VARCHAR2(50),OUT_TMP_TABLE_LIST OUT VARCHAR2(32000),OUT_ERROR_MESSAGE OUT VARCHAR2(1024),OUT_RETURN_CODE OUT INT)

Reset Batch Group Status Jobs

Rest Batch Group Status jobs (CMXBG.RESET_BATCHGROUP) resets a batch group. Note that there are two other related batch group stored procedures:• Execute Batch Group Jobs (CMXBG.EXECUTE_BATCHGROUP)

• Get Batch Group Status Jobs (CMXBG.GET_BATCHGROUP_STATUS)

For more information, see “Stored Procedures for Batch Groups” on page 799.

Reset Links Jobs

Updates the records in the _LINK table to account for changes in the data. Used with link-style base objects only.

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Reset Match Table Jobs

The Reset Match Table job is created automatically after you run a match job and the following conditions exist: if records have been updated to CONSOLIDATION_IND=2, and if you then change your match rules, as described in “Configuring Match Column Rules for Match Rule Sets” on page 542.

Note: This job cannot be run from the Batch Viewer. For more information, see “Reset Match Table Jobs” on page 744.

Stored Procedure Definition for Reset Match Table JobsPROCEDURE CMXMA.RESET_MATCH(IN_ROWID_TABLE IN CHAR(14),IN_USER_NAME IN VARCHAR2(50),OUT_ERROR_MSG OUT VARCHAR2(1024),RC OUT INT,IN_JOB_GRP_CTRL IN CHAR(14) DEFAULT NULL,IN_JOB_GRP_ITEM IN CHAR(14) DEFAULT NULL)

Sample Job Execution Script for Reset Match Table JobsDECLARE V_ROWID_TABLE CHAR( 14 ); OUT_ERROR_MESSAGE VARCHAR2( 1024 ); OUT_RETURN_CODE INTEGER;BEGIN SELECT ROWID_TABLE INTO V_ROWID_TABLE FROM C_REPOS_TABLE WHERE TABLE_NAME = 'C_CUSTOMER';CMXMA.RESET_MATCH( V_ROWID_TABLE, 'ADMIN', OUT_ERROR_MESSAGE, OUT_RETURN_CODE ); DBMS_OUTPUT.PUT_LINE( 'RETURN MESSAGE: ' || SUBSTR( OUT_ERROR_MESSAGE, 1, 255 )); DBMS_OUTPUT.PUT_LINE( 'RETURN CODE: ' || OUT_RETURN_CODE );DBMS_OUTPUT.Put_Line('OUT_ERROR_MESSAGE = ' || OUT_ERROR_MESSAGE);DBMS_OUTPUT.Put_Line('RC = ' || TO_CHAR(RC));COMMIT;END;

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Revalidate Jobs

Revalidate jobs execute the validation logic/rules for records that have been modified since the initial validation during the Load Process. You can run Revalidate if/when records change post the initial Load process’s validation step. If no records change, no records are updated. If some records have changed and get caught by the existing validation rules, the metrics will show the results. Revalidate is executed manually using the batch viewer for base objects. For more information. see “Running Batch Jobs Using the Batch Viewer Tool” on page 674.

Note: Revalidate can only be run after an initial load and prior to merge on base objects that have validate rules setup.

Stored Procedure Definition for Revalidate JobsPROCEDURE CMXUT.REVALIDATE_BO(IN_TABLE_NAME IN CMXUT.CMX_OBJECT_NAME,OUT_ERROR_MSG OUT CMXUT.CMX_MESSAGE,RC OUT INT)

Sample Job Execution Script for Revalidate JobsDECLARE IN_TABLE_NAME VARCHAR2(200); OUT_ERROR_MESSAGE VARCHAR2(200); RC NUMBER;BEGIN IN_TABLE_NAME := UPPER('&TBL'); OUT_ERROR_MESSAGE := NULL; RC := NULL; CMXUT.REVALIDATE_BO(IN_TABLE_NAME, IN_TABLE_NAME, OUT_ERROR_MESSAGE, RC); DBMS_OUTPUT.PUT_LINE ( 'OUT_ERROR_MESSAGE= ' || SUBSTR(OUT_ERROR_MESSAGE,1,200) );DBMS_OUTPUT.Put_Line('OUT_ERROR_MESSAGE = ' || OUT_ERROR_MESSAGE);DBMS_OUTPUT.Put_Line('RC = ' || TO_CHAR(RC));COMMIT;END;

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Stage Jobs

Stage jobs copy records from a landing to a staging table. During execution, Stage jobs optionally cleanse data according to the current cleanse settings. For more information about Stage jobs and the stage process, see “Stage Jobs” on page 745.

Identifiers for Executing Stage Jobs

To learn about the identifiers used to execute the stored procedure associated with this batch job, see “Identifiers in the C_REPOS_TABLE_OBJECT_V View” on page 753.

Dependencies for Stage Jobs

Each Stage job is dependent on the successful completion of the Extraction Transform Load (ETL) process responsible for loading the Landing table used by the Stage job. There are no dependencies between Stage jobs.

Successful Completion of Stage Jobs

A Stage job must complete with a RUN_STATUS of 0 (Completed Successfully) or 1 (Completed with Errors) to be considered successful. On successful completion of a Stage job, the Load job for the target staging table can be run, provided that all other dependencies for the Load job have been met.

Stored Procedure Definition for Stage JobsPROCEDURE CMXCL.START_CLEANSE(IN_ROWID_TABLE_OBJECT IN VARCHAR2(500) --From the view,IN_USER_NAME IN VARCHAR2(50),OUT_ERROR_MSG OUT VARCHAR2(1024),OUT_ERROR_CODE OUT INT,IN_STG_ROWID_TABLE IN VARCHAR2(500) --rowid_table_object,IN_RUN_SYNCH IN VARCHAR2(500) --Set to true, else runs asynch,IN_ROWID_JOB_GRP_CTRL IN CHAR(14) DEFAULT NULL,IN_ROWID_JOB_GRP_ITEM IN CHAR(14) DEFAULT NULL)

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Sample Job Execution Script for Stage JobsDECLARE

IN_STG_ROWID_TABLE VARCHAR2(200);IN_ROWID_TABLE_OBJECT VARCHAR2(200);IN_RUN_SYNCH VARCHAR2(200);OUT_ERROR_MSG VARCHAR2(2000);OUT_ERROR_CODE NUMBER;

BEGININ_STG_ROWID_TABLE := NULL;IN_ROWID_TABLE_OBJECT := NULL;IN_RUN_SYNCH := NULL;OUT_ERROR_MSG := NULL;

OUT_ERROR_CODE := NULL;

SELECT A.ROWID_TABLE, A.ROWID_TABLE_OBJECT INTO IN_STG_ROWID_TABLE, IN_ROWID_TABLE_OBJECT

FROM C_REPOS_TABLE_OBJECT_V A, C_REPOS_TABLE BWHERE A.OBJECT_NAME = 'CMX_CLEANSE.EXE'

AND B.ROWID_TABLE = A.ROWID_TABLEAND B.TABLE_NAME = 'C_HMO_ADDRESS'AND A.VALID_IND = 1;

CMXCL.START_CLEANSE ( IN_STG_ROWID_TABLE, IN_ROWID_TABLE_OBJECT, IN_RUN_SYNCH, OUT_ERROR_MSG, OUT_ERROR_CODE );DBMS_OUTPUT.PUT_LINE(' MESSAGE IS = ' || OUT_ERROR_MSG);

DBMS_OUTPUT.Put_Line('OUT_ERROR_MESSAGE = ' || OUT_ERROR_MESSAGE);DBMS_OUTPUT.Put_Line('OUT_RETURN_CODE = ' || TO_CHAR(OUT_RETURN_CODE));COMMIT;END;

Synchronize Jobs

You must run the Synchronize job after any changes are made to the schema trust settings. The Synchronize job is created when any changes are made to the schema trust settings, as described in “Batch Jobs That Are Created When Changes Occur” on page 673. For more information, see “Configuring Trust for Source Systems” on page 455.

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Stored Procedure Reference

Running Synchronize Jobs

To run the Synchronize job, navigate to the Batch Viewer, find the correct Synchronize job for the base object, and run it. Siperian Hub updates the metadata for the base objects that have trust enabled after initial load has occurred. For more information, see “Synchronize Jobs” on page 747.

Stored Procedure Definition for Synchronize JobsPROCEDURE CMXUT.SYNC(IN_ROWID_TABLE IN CHAR(14),IN_USER_NAME IN VARCHAR2(50),OUT_ERROR_MSG OUT VARCHAR2(1024),OUT_RETURN_CODE OUT INT,IN_JOB_GRP_CTRL IN CHAR(14) DEFAULT NULL,IN_JOB_GRP_ITEM IN CHAR(14) DEFAULT NULL)

Sample Job Execution Script for Synchronize JobsDECLARE V_ROWID_TABLE CHAR( 14 ); OUT_ERROR_MESSAGE VARCHAR2( 1024 ); OUT_RETURN_CODE INTEGER;BEGIN SELECT ROWID_TABLE INTO V_ROWID_TABLE FROM C_REPOS_TABLE WHERE TABLE_NAME = 'C_CUSTOMER';

CMXUT.SYNCH( V_ROWID_TABLE, 'ADMIN', OUT_ERROR_MESSAGE, OUT_RETURN_CODE ); DBMS_OUTPUT.PUT_LINE( 'RETURN MESSAGE: ' || SUBSTR( OUT_ERROR_MESSAGE, 1, 255 )); DBMS_OUTPUT.PUT_LINE( 'RETURN CODE: ' || OUT_RETURN_CODE );COMMIT;END;

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Executing Batch Groups Using Stored ProceduresThis section describes how to execute batch groups for your Siperian Hub implementation.

About Executing Batch Groups

A batch group is a collection of individual batch jobs (for example, Stage, Load, and Match jobs) that can be executed with a single command; some sequentially and some in parallel according to the configuration. When one job has an error, the group will stop; that is, no more jobs will be started, however, running jobs will run to completion. To learn important background information about batch groups, see “Running Batch Jobs Using the Batch Group Tool” on page 688.

This section describes how to execute batch groups using stored procedures and job scheduling software (such as Tivoli, CA Unicenter, and so on). Siperian Hub provides stored procedures for managing batch groups, as described in “Stored Procedures for Batch Groups” on page 799. Siperian Hub also allows you to create and run custom stored procedures for batch groups, as described in “Developing Custom Stored Procedures for Batch Jobs” on page 806. You can also create and run stored procedures using the SIF API (using Java, SOAP, or HTTP/XML).

You can also use the Batch Group tool in the Hub Console to configure and run batch groups. However, to schedule batch groups, you need to do so using stored procedures, as described in this section. For more information about the Batch Group tool, see “Running Batch Jobs Using the Batch Group Tool” on page 688.

Note: If a batch group fails and you do not click either the Set to Restart button (see “Restarting a Batch Group That Failed Execution” on page 707) or the Set to Incomplete button (see “Handling Incomplete Batch Group Execution” on page 708) in the Logs for My Batch Group list, Siperian Hub restarts the batch job from the prior failed level.

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Stored Procedures for Batch Groups

Siperian Hub provides the following stored procedures for managing batch groups:

In addition to using parameters that are associated with the corresponding SIF request, these stored procedures require the following parameters:• URL of the Hub Server (for example, http://localhost:7001/cmx/request)

• username and password

• target ORS

Note: These stored procedures construct an XML message, perform an HTTP POST to a server URL using SIF, and return the results.

CMXBG.EXECUTE_BATCHGROUP

Execute Batch Group jobs execute a batch group. Execute Batch Groups jobs have an option to execute asynchronously, but not to receive a JMS response for asynchronous execution. If you need to use asynchronous execution and need to know when execution is finished, then poll with the cmxbg.get_batchgroup_status stored procedure. Alternatively, if you need to receive a JMS response for asynchronous execution, then execute the batch group directly in an external application (instead of a

Stored Procedure Description

CMXBG.EXECUTE_BATCHGROUP Performs an HTTP POST to the SIF ExecuteBatchGroupRequest. For more information, see “CMXBG.EXECUTE_BATCHGROUP” on page 799

CMXBG.RESET_BATCHGROUP Performs an HTTP POST to the SIF ResetBatchGroupRequest. For more information, see “CMXBG.RESET_BATCHGROUP” on page 802.

CMXBG.GET_BATCHGROUP_STATUS Performs an HTTP POST to the SIF GetBatchGroupStatusRequest. For more information, see “CMXBG.GET_BATCHGROUP_STATUS” on page 803.

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job execution script) by invoking the SIF ExecuteBatchGroup request, which is described in the Siperian Services Integration Framework Guide.

SignatureFUNCTION CMXBG.EXECUTE_BATCHGROUP(IN_MRM_SERVER_URL IN VARCHAR2(500), IN_USERNAME IN VARCHAR2(500), IN_PASSWORD IN VARCHAR2(500), IN_ORSID IN VARCHAR2(500), IN_BATCHGROUP_UID IN VARCHAR2(500), IN_RESUME IN VARCHAR2(500), IN_ASYNCRONOUS IN VARCHAR2(500), OUT_ROWID_BATCHGROUP_LOG OUT VARCHAR2(500), OUT_ERROR_MSG OUT VARCHAR2(500)) RETURN NUMBER --Return the error code

Parameters

Name Description

IN_MRM_SERVER_URL

Hub Server SIF URL.

IN_USERNAME User account with role-based permissions to execute batch groups.

IN_PASSWORD Password for the user account with role-based permissions to execute batch groups.

IN_ORSID ORS ID as shown in Console > Configuration > Databases. To learn more, see “Configuring Operational Record Stores” on page 62.

IN_BATCHGROUP_UID

Siperian Object UID of batch group to [execute, reset, get status, etc.].

IN_RESUME One of the following values:• true: if previous execution failed, resume at that point• false: regardless of previous execution, start from the beginning

IN_ASYNCRONOUS Specifies whether to execute asynchronously or synchronously. One of the following values:• true: start execution and return immediately (asynchronous

execution).• false: return when group execution is complete (synchronous

execution).

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Returns

Sample Job Execution Script for Execute Batch Group JobsDECLARE

OUT_ROWID_BATCHGROUP_LOG CMXLB.CMX_SMALL_STR;OUT_ERROR_MSG CMXLB.CMX_SMALL_STR;RET_VAL INT;

BEGIN RET_VAL := CMXBG.EXECUTE_BATCHGROUP( 'HTTP://LOCALHOST:7001/CMX/REQUEST/PROCESS/' , 'ADMIN' , 'ADMIN' , 'LOCALHOST-MRM-XU_3009' , 'BATCH_GROUP.MYBATCHGROUP' , 'TRUE' -- OR 'FALSE' , 'TRUE' -- OR 'FALSE' , OUT_ROWID_BATCHGROUP_LOG , OUT_ERROR_MSG ); CMXLB.DEBUG_PRINT('EXECUTE_BATCHGROUP: ' || ' CODE='|| RET_VAL || ' MESSAGE='|| OUT_ERROR_MSG || ' | OUT_ROWID_BATCHGROUP_LOG='|| OUT_ROWID_BATCHGROUP_LOG););COMMIT;END;

Parameter Description

OUT_ROWID_BATCHGROUP_LOG

c_repos_job_group_control.rowid_job_group_control

OUT_ERROR_MSG Error message text.

NUMBER Error code. If zero (0), then the stored procedure completed successfully. If one (1), then the stored procedure returns an explanation in out_error_msg.

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CMXBG.RESET_BATCHGROUP

Reset Batch Group Status jobs resets a batch group.

Note: In addition to this stored procedure, there are Java API requests and the SOAP and HTTP XML protocols available using Services Integration Framework (SIF). The Reset Batch Group Status job has the following SIF API requests available: ResetBatchGroup. For more information about this SIF API request, see the Siperian Services Integration Framework Guide.

SignatureFUNCTION CMXBG.RESET_BATCHGROUP(IN_MRM_SERVER_URL IN VARCHAR2(500), IN_USERNAME IN VARCHAR2(500), IN_PASSWORD IN VARCHAR2(500), IN_ORSID IN VARCHAR2(500), IN_BATCHGROUP_UID IN VARCHAR2(500), OUT_ROWID_BATCHGROUP_LOG OUT VARCHAR2(500), OUT_ERROR_MSG OUT VARCHAR2(500)) RETURN NUMBER --Return the error code

Parameters

Name Description

IN_MRM_SERVER_URL Hub Server SIF URL.

IN_USERNAME User account with role-based permissions to execute batch groups.

IN_PASSWORD Password for the user account with role-based permissions to execute batch groups.

IN_ORSID ORS ID as specified in the Database tool in the Hub Console. To learn more, see “Configuring Operational Record Stores” on page 62.

IN_BATCHGROUP_UID Siperian Object UID of batch group to [execute, reset, get status of, and so on].

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Returns

Sample Job Execution Script for Reset Batch Group JobsDECLARE

OUT_ROWID_BATCHGROUP_LOG CMXLB.CMX_SMALL_STR;OUT_ERROR_MSG CMXLB.CMX_SMALL_STR;RET_VAL INT;

BEGINRET_VAL := CMXBG.RESET_BATCHGROUP(

'HTTP://LOCALHOST:7001/CMX/REQUEST/PROCESS/', 'ADMIN', 'ADMIN','LOCALHOST-MRM-XU_3009', 'BATCH_GROUP.MYBATCHGROUP', OUT_ROWID_BATCHGROUP_LOG, OUT_ERROR_MSG

);CMXLB.DEBUG_PRINT('RESET_BATCHGROUP: CODE=' || RET_VAL || '

MESSAGE=' || OUT_ERROR_MSG || ' OUT_ROWID_BATCHGROUP_LOG=' || OUT_ROWID_BATCHGROUP_LOG);/

CMXBG.GET_BATCHGROUP_STATUS

Get Batch Group Status jobs return the batch group status.

Note: In addition to this stored procedure, there are Java API requests and the SOAP and HTTP XML protocols available using Services Integration Framework (SIF). The Get Batch Group Status job has the following SIF API requests available: GetBatchGroupStatus. For more information about this SIF API request, see the Siperian Services Integration Framework Guide.

Parameter Description

OUT_ROWID_BATCHGROUP_LOG c_repos_job_group_control.rowid_job_group_control

OUT_ERROR_MSG Error message text.

NUMBER Error code. If zero (0), then the stored procedure completed successfully. If one (1), then the stored procedure returns an explanation in out_error_msg.

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SignatureFUNCTION CMXBG.GET_BATCHGROUP_STATUS(IN_MRM_SERVER_URL IN VARCHAR2(500), IN_USERNAME IN VARCHAR2(500), IN_PASSWORD IN VARCHAR2(500), IN_ORSID IN VARCHAR2(500), IN_BATCHGROUP_UID IN VARCHAR2(500), IN_ROWID_BATCHGROUP_LOG IN VARCHAR2(500), OUT_ROWID_BATCHGROUP OUT VARCHAR2(500), OUT_ROWID_BATCHGROUP_LOG OUT VARCHAR2(500), OUT_START_RUNDATE OUT VARCHAR2(500), OUT_END_RUNDATE OUT VARCHAR2(500), OUT_RUN_STATUS OUT VARCHAR2(500), OUT_STATUS_MESSAGE OUT VARCHAR2(500), OUT_ERROR_MSG OUT VARCHAR2(500)) RETURN NUMBER --Return the error code

Parameters

Name Description

IN_MRM_SERVER_URL Hub Server SIF URL.

IN_USERNAME User account with role-based permissions to execute batch groups.

IN_PASSWORD Password for the user account with role-based permissions to execute batch groups.

IN_ORSID ORS ID as specified in the Database tool in the Hub Console. To learn more, see “Configuring Operational Record Stores” on page 62.

IN_BATCHGROUP_UID Siperian Object UID of batch group to [execute, reset, get status of, and so on].If IN_ROWID_BATCHGROUP_LOG is null, the most recent log for this group will be used.

IN_ROWID_BATCHGROUP_LOG

c_repos_job_group_control.rowid_job_group_controlEither IN_BATCHGROUP_UID or IN_ROWID_BATCHGROUP_LOG is required.

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Returns

Sample Job Execution Script for Get Batch Group Status JobsDECLARE

OUT_ROWID_BATCHGROUP CMXLB.CMX_SMALL_STR; OUT_ROWID_BATCHGROUP_LOG CMXLB.CMX_SMALL_STR; OUT_START_RUNDATE CMXLB.CMX_SMALL_STR; OUT_END_RUNDATE CMXLB.CMX_SMALL_STR; OUT_RUN_STATUS CMXLB.CMX_SMALL_STR; OUT_STATUS_MESSAGE CMXLB.CMX_SMALL_STR; OUT_ERROR_MSG CMXLB.CMX_SMALL_STR; OUT_RETURNCODE INT; RET_VAL INT;

BEGIN RET_VAL := CMXBG.GET_BATCHGROUP_STATUS(

'HTTP://LOCALHOST:7001/CMX/REQUEST/PROCESS/', 'ADMIN', 'ADMIN'

Parameter Description

OUT_ROWID_BATCHGROUP c_repos_job_group.rowid_job_group

OUT_ROWID_BATCHGROUP_LOG c_repos_job_group_control.rowid_job_group_control

OUT_START_RUNDATE Date / time when this batch job started.

OUT_END_RUNDATE Date / time when this batch job ended.

OUT_RUN_STATUS Job execution status code that is displayed in the Batch Group tool. For more information, see “Executing Batch Groups Using the Batch Group Tool” on page 701.

OUT_STATUS_MESSAGE Job execution status message that is displayed in the Batch Group tool. For more information, see “Executing Batch Groups Using the Batch Group Tool” on page 701.

OUT_ERROR_MSG Error message text for this stored procedure call, if applicable.

NUMBER Error code. If zero (0), then the stored procedure completed successfully. If one (1), then the stored procedure returns an explanation in out_error_msg.

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,'LOCALHOST-MRM-XU_3009', 'BATCH_GROUP.MYBATCHGROUP', NULL, OUT_ROWID_BATCHGROUP, OUT_ROWID_BATCHGROUP_LOG, OUT_START_RUNDATE, OUT_END_RUNDATE, OUT_RUN_STATUS, OUT_STATUS_MESSAGE, OUT_ERROR_MSG

);CMXLB.DEBUG_PRINT('GET_BATCHGROUP_STATUS: CODE='|| RET_VAL || '

MESSAGE='|| OUT_ERROR_MSG || ' STATUS=' || OUT_STATUS_MESSAGE || ' | OUT_ROWID_BATCHGROUP_LOG='|| OUT_ROWID_BATCHGROUP_LOG);END;/

Developing Custom Stored Procedures for Batch Jobs

This section describes how to create and register custom stored procedures for batch jobs that can be added to batch groups for your Siperian Hub implementation.

About Custom Stored Procedures

Siperian Hub also allows you to create and run custom stored procedures for batch jobs. After developing the custom stored procedure, you must register it in order to make it available to users as batch jobs in the Batch Viewer and Batch Group tools in the Hub Console. For more information about these tools, see the “About Siperian Hub Batch Jobs” on page 658

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Required Execution Parameters for Custom Batch Jobs

The following parameters are required for custom batch jobs. During its execution, a custom batch job can call cmxut.set_metric_value to register metrics.

SignaturePROCEDURE EXAMPLE_JOB(IN_ROWID_TABLE_OBJECT IN CHAR(14) --C_REPOS_TABLE_OBJECT.ROWID_TABLE_OBJECT, RESULT OF CMXUT.REGISTER_CUSTOM_TABLE_OBJECT,IN_USER_NAME IN VARCHAR2(50) --Username calling the function,IN_ROWID_JOB IN CHAR(14) --C_REPOS_JOB_CONTROL.ROWID_JOB, for reference, do not update status,OUT_ERR_MSG OUT VARCHAR --Message about success or error,OUT_ERR_CODE OUT INT -- >=0: Completed successfully. <0: Error)

Parameters

Returns

Name Description

in_rowid_table_object IN cmxlb.cmx_rowid

c_repos_table_object.rowid_table_objectResult of cmxut.REGISTER_CUSTOM_TABLE_OBJECT

in_user_name IN cmxlb.cmx_user_name

User name calling the function.

Parameter Description

out_err_msg Error message text.

out_err_code Error code.

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Registering a Custom Stored Procedure

You must register a custom stored procedure with Siperian Hub in order to make it available to users in the Batch Group tool in the Hub Console. You can register the same custom job multiple times for different tables (in_rowid_table). To register a custom stored procedure, you need to call this stored procedure in c_repos_table_object:

CMXUT.REGISTER_CUSTOM_TABLE_OBJECT

SignaturePROCEDURE REGISTER_CUSTOM_TABLE_OBJECT(IN_ROWID_TABLE IN CHAR(14), IN_OBJ_FUNC_TYPE_CODE IN VARCHAR, IN_OBJ_FUNC_TYPE_DESC IN VARCHAR, IN_OBJECT_NAME IN VARCHAR)

Parameters

ExampleBEGIN cmxut.REGISTER_CUSTOM_TABLE_OBJECT ( 'SVR1.RS1B ' -- c_repos_table.rowid_table ,'A' -- Job type, must be 'A' for batch group ,'CMXBG_EXAMPLE.UPDATE_TABLE EXAMPLE' -- Display name ,'CMXBG_EXAMPLE.UPDATE_TABLE' -- Package.procedure );END;

Name Description

IN_ROWID_TABLE CMXLB.CMX_ROWID

Foreign key to c_repos_table.rowid_table.When the Hub Server calls the custom job in a batch group, this value is passed in.

IN_OBJ_FUNC_TYPE_CODE Job type code. Must be 'A' for batch group custom jobs.

IN_OBJ_FUNC_TYPE_DESC Display name for the custom batch job in the Batch Groups tool in the Hub Console.

IN_OBJECT_NAME package.procedure name of the custom job.

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Registering a Custom Index

There are a number of user-defined indexes that have been created, but that are not registered in the repository. If you create your own indexes, you should register them in the repository. Some batch processes drop and recreate indexes based on the repository info, so if your indexes aren’t registered, you run the risk of having them dropped.

ExampleDECLARE IN_ROWID_TABLE CHAR(14); IN_ROWID_COL_LIST VARCHAR2(2000); IN_USER_NAME VARCHAR2(50); IN_INDEX_TYPE VARCHAR2(200);BEGIN IN_ROWID_TABLE := '<ROWID_TABLE>' ; -- rowid_table from c_repos_table where table_name = 'your table name'

IN_ROWID_COL_LIST := NULL; -- List of rowid_column valuesfrom c_repos_column where rowid_table = '<rowid_table value for yourtable>'

-- Notes:-- 1. Trailing spaces in the rowid_column values are significant-- 2. Separate each rowid_column with a ~ character and end thelist with ~ character e.g. '123 ~456 ~'

IN_USER_NAME := NULL; -- Your name / identifier; does not have tobe a Siperian user name IN_INDEX_TYPE := NULL; -- FK, PK, NI (non-unique index), UI(Unique Index). You should ONLY create and register indexes of typeNI.

CMXUT.REGISTER_CUSTOM_INDEX ( IN_ROWID_TABLE, IN_ROWID_COL_LIST, IN_USER_NAME, IN_INDEX_TYPE ); COMMIT;END;

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Removing Data from a Base Object and Supporting Metadata Tables

Use the CMXUT.CLEAN_TABLE procedure to remove all data from a base object and its supporting metadata tables. If a base object is referenced by a foreign key in another base object, then the referencing base object must be empty before you run cmxut.clean_table for the referenced base object.

ExampleDECLARE IN_TABLE_NAME VARCHAR2(30); OUT_ERROR_MESSAGE VARCHAR2(1024); RC NUMBER; BEGIN IN_TABLE_NAME := 'C_BO_TO_CLEAN'; --Name of the BO table OUT_ERROR_MESSAGE := NULL; --Return msg; output parameter RC := NULL; --Return code; output parameter CMXUT.CLEAN_TABLE ( IN_TABLE_NAME, OUT_ERROR_MESSAGE, RC ); COMMIT; END;

Writing Messages to Siperian Hub Database Debug Log

Use the CMXLB.DEBUG_PRINT procedure to write your own messages to Siperian Hub database debug log file. The message is written to the log if logging is enabled and if it has been configured correctly; for details, see the Siperian Hub Installation Guide.

ExampleDECLARE IN_DEBUG_TEXT VARCHAR2(32000); BEGIN IN_DEBUG_TEXT := NULL; --String that you want to print in the log file CMXLB.DEBUG_PRINT ( IN_DEBUG_TEXT ); COMMIT; END;

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Example Custom Stored ProcedureCREATE OR REPLACE PACKAGE CMXBG_EXAMPLEAS

PROCEDURE UPDATE_TABLE( IN_ROWID_TABLE_OBJECT IN CMXLB.CMX_ROWID ,IN_USER_NAME IN CMXLB.CMX_USER_NAME ,IN_ROWID_JOB IN CMXLB.CMX_ROWID ,OUT_ERR_MSG OUT VARCHAR ,OUT_ERR_CODE OUT INT );END CMXBG_EXAMPLE;/CREATE OR REPLACE PACKAGE BODY CMXBG_EXAMPLEAS BEGIN DECLARE CUTOFF_DATE DATE; RECORD_COUNT INT; RUN_STATUS INT; STATUS_MESSAGE VARCHAR2 (2000); START_DATE DATE := SYSDATE; MRM_ROWID_TABLE CMXLB.CMX_ROWID; OBJ_FUNC_TYPE CHAR (1); JOB_ID CHAR (14); SQL_STMT VARCHAR2 (2000); TABLE_NAME VARCHAR2(30); RET_CODE INT; REGISTER_JOB_ERR EXCEPTION; BEGIN SQL_STMT := 'ALTER SESSION SET NLS_DATE_FORMAT=''DD MON YYYY HH24:MI:SS''';

EXECUTE IMMEDIATE SQL_STMT; CMXUT.DEBUG_PRINT ('START OF CUSTOM BATCH JOB...'); OBJ_FUNC_TYPE := 'A';

SELECT ROWID_TABLE INTO MRM_ROWID_TABLE FROM C_REPOS_TABLE_OBJECT WHERE ROWID_TABLE_OBJECT = IN_ROWID_TABLE_OBJECT;

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SELECT START_RUN_DATE INTO CUTOFF_DATE FROM C_REPOS_JOB_CONTROL WHERE ROWID_JOB = IN_ROWID_JOB;

IF CUTOFF_DATE IS NULL THEN CUTOFF_DATE := SYSDATE - 7; END IF; SELECT TABLE_NAME INTO TABLE_NAME FROM C_REPOS_TABLE RT, C_REPOS_TABLE_OBJECT RTO WHERE RTO.ROWID_TABLE_OBJECT = IN_ROWID_TABLE_OBJECT AND RTO.ROWID_TABLE = RT.ROWID_TABLE;

-- THE REAL WORK! SQL_STMT := 'UPDATE ' || TABLE_NAME || ' SET ZIP4 = ''0000'', LAST_UPDATE_DATE = ''' || CUTOFF_DATE || '''' || ' WHERE ZIP4 IS NULL'; CMXUT.DEBUG_PRINT (SQL_STMT); EXECUTE IMMEDIATE SQL_STMT; RECORD_COUNT := SQL%ROWCOUNT; COMMIT; -- For testing, sleep to make the procedure take longer -- dbms_lock.sleep(5); -- Set zero or many metrics about the job CMXUT.SET_METRIC_VALUE (IN_ROWID_JOB, 1, RECORD_COUNT, OUT_ERR_CODE, OUT_ERR_MSG); COMMIT; IF RECORD_COUNT <= 0 THEN OUT_ERR_MSG := 'FAILED TO UPDATE RECORDS.'; OUT_ERR_CODE := -1; ELSE IF OUT_ERR_CODE >= 0 THEN OUT_ERR_MSG := 'COMPLETED SUCCESSFULLY.'; END IF; -- Else keep success code and msg from set_metric_value END IF;

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EXCEPTION WHEN OTHERS THEN OUT_ERR_CODE := SQLCODE; OUT_ERR_MSG := SUBSTR (SQLERRM, 1, 200); END; END;END CMXBG_EXAMPLE;/

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Part 5

Configuring Application Access

Contents• Chapter 19, “Generating ORS-specific APIs and Message Schemas”

• Chapter 20, “Setting Up Security”

• Chapter 21, “Viewing Registered Custom Code”

• Chapter 22, “Auditing Siperian Hub Services and Events”

815

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19

Generating ORS-specific APIs and

Message Schemas

This chapter describes how to use the SIF Manager tool to generate ORS-specific APIs and how to use the JMS Event Schema Manager tool to generate ORS-specific JMS Event Message objects.

Chapter Contents• Before You Begin

• Generating ORS-specific APIs

• Generating ORS-specific Message Schemas

817

Before You Begin

Before You BeginThe SIF SDK requires a Java Development Kit (JDK) and the Apache Jakarta Ant build system. It can build client applications and custom web services, but only for supported application servers. Refer to the Siperian Hub Release Notes for information about the specific versions of JDK, Ant, and supported application servers. For more information about the Siperian SIF SDK, see the Siperian Services Integration Framework Guide.

Note: Use of the ORS-specific API does not imply that you must use the SIF SDK. Alternatively, you could use the ORS-specific API as SOAP web-services.

Generating ORS-specific APIsYou use the SIF Manager tool to generate and deploy the code to support SIF APIs for packages, remote packages, mappings, and cleanse functions in an ORS database. Once generated, the ORS-specific APIs will be available with SiperianClient by using the client jar and also as a web service. For more information about the SiperianClient, see the Siperian Services Integration Framework Guide.

About ORS-specific Schemas

The ORS-specific message schema is an XML schema XSD file which defines the structure of the JMS data change event messages. For more information regarding JMS event messages, see “JMS Message XML Reference” on page 622.

About the SIF Manager Tool

Use the SIF Manager tool in the Siperian console to produce ORS-specific APIs.

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Starting the SIF Manager Tool

To start the SIF Manager tool:1. In the Hub Console, connect to an Operational Record Store (ORS). To learn

more, see “Changing the Target Database” on page 31.

2. Expand the Siperian Utilities workbench and then click SIF Manager.

The Hub Console displays the SIF Manager tool, as shown in the following example.

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The SIF Manager tool displays the following areas:

Generating and Deploying ORS-specific SIF APIs

This operation requires access to a Java compiler on the application server machine. The Java software development kit (SDK) includes a compiler in tools.jar. The Java runtime environment (JRE) does not contain a compiler. If the SDK is not available, you will need to add the tool.jar file to the classpath of the application server.

Note: The following procedure assumes that you have already configured the base objects and packages of the ORS. If you subsequently change any of these, regenerate the ORS-specific APIs.

Note: SIF API generation requires at least one secure package, remote package, cleanse function or mapping.

To produce and use ORS-specific APIs:1. Start the SIF Manager. To learn more, see “Starting the SIF Manager Tool” on

page 819.

The Hub Console displays the SIF Manager in the right pane.

2. Acquire a write lock.

In order to make any changes to the schema, you must have a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

Area Description

SIF ORS-Specific APIs Shows the logical name, java name, WSDL URL, and API generation time for the SIF ORS-specific APIs. Use this function to generate and deploy SIF APIs for packages, remote packages, mappings, and cleanse functions in an ORS database. Once generated, the ORS-specific APIs will be available with SiperianClient by using the client jar and also as a web service. The logical name is used to name the components of the deployment.

Out of Sync Objects Shows the database objects in the schema that are out of sync. with the generated schema.

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3. Enter a value in the Logical Name field.

You can keep the default value, which is the name of the ORS. If you change the logical name, it must be different from the logical name of any other ORS registered on this server.

4. Click Generate and Deploy ORS-specific SIF APIs.

SIF Manager generates the APIs. The time this requires depends on the size of the ORS schema. When the generation is complete, SIF Manager deploys the ORS-specific APIs and displays their URL. You can use the URL to access the WSDL descriptions from your development environment.

Note: To prevent running out of heap space for the associated SIF API Javadocs, you may need to increase the size of the heap. The default heap size is 256M. You can also override this default using the SIF.JVM.HEAP.SIZE parameter.

Renaming ORS-specific SIF APIs

To rename the ORS-specific APIs:1. Start the SIF Manager. To learn more, see “Starting the SIF Manager Tool” on

page 819.

The Hub Console displays the SIF Manager in the right pane.

2. Acquire a write lock.

In order to make any changes to the schema, you must have a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Enter a new value in the Logical Name field and save it.

You can keep the default value, which is the name of the ORS. If you change the logical name, it must be different from the logical name of any other ORS registered on this server.

4. Click Generate and Deploy ORS-specific SIF APIs.

SIF Manager generates the APIs. The time this requires depends on the size of the ORS schema. When the generation is complete, SIF Manager deploys the ORS-specific web services and displays their URL. Note that these are not required for Java ORS-specific APIs to work. Java and web services ORS-specific

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APIs have no dependencies on each other, so you can use one while the other is not in use.

You can use the resulting URL to access the WSDL descriptions from your development environment.

Note: To prevent running out of heap space for any associated SIF API Javadocs, you may need to increase the size of the heap. The default heap size is 256M. You can also override this default using the SIF.JVM.HEAP.SIZE parameter.

Downloading ORS-specific Client JAR Files

You can download ORS-specific JAR file at any point after the APIs have been generated.

To download client JAR files:1. Start the SIF Manager. To learn more, see “Starting the SIF Manager Tool” on

page 819.

The Hub Console displays the SIF Manager in the right pane.

2. Click Download ORS-specific Client JAR File.

SIF Manager downloads a file called nameClient.jar, where name is the logical name you provided in step 2, to a location you specify on your local machine. The JAR file includes the classes that represent your ORS-specific configuration and their Javadoc.

Note: This jar file needs to be used in conjunction with sifsdk folder client jar (generic client jar).

3. If you are using an integrated development environment (IDE) and have a project file for building web services, add the JAR file to your build classpath.

4. Modify the SIF SDK build.xml file so that the build_war macro includes the JAR file. For more information about the SIF SDK, see the Siperian Services Integration Framework Guide.

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Finding Out-of-Sync Objects

The SIF Manager Find Out of Sync Objects function compares the last generated APIs to the defined objects in the ORS. The SIF Manager reports any differences between these. If differences are found, the ORS-specific API should be regenerated.

To find the out-of-sync objects:1. Start the SIF Manager. To learn more, see “Starting the SIF Manager Tool” on

page 819.

The Hub Console displays the SIF Manager in the right pane.

2. Click Find Out of Sync Objects.

The SIF Manager displays all out-of-sync objects in the lower panel.

Note: Once you have evaluated the impact of the out-of-sync objects, you can then decide whether or not to re-generate the schema (typically, external components which interact with the Hub are written to work with a specific version of the generated schema). If you regenerate the schema, these external components may no longer work.

Removing ORS-specific APIs

To remove the ORS-specific APIs:1. Start the SIF Manager. To learn more, see “Starting the SIF Manager Tool” on

page 819.

The Hub Console displays the SIF Manager in the right pane.

2. Click Remove ORS-specific SIF APIs.

Generating ORS-specific Message SchemasSiperian Hub now supports two formats for JMS events: the legacy XML format and the new ORS-specific XML format. By default, the ORS-specific format is used. You can choose to use the legacy format in the Message Queues tool

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Generating ORS-specific Message Schemas

Note: If your Siperian Hub implementation requires that you use the legacy XML message format (Siperian Hub XU version) instead of the current version of the XML message format (described in this section), see “Legacy JMS Message XML Reference” on page 644 instead.

Use the JMS Event Schema Manager tool to generate and deploy ORS-specific JMS Event Messages for the current ORS. The XML schema for these messages can be downloaded or accessed using a URL. For more information about JMS Event Messages, see “JMS Message XML Reference” on page 622.

About the JMS Event Schema Manager Tool

The JMS Event Schema Manager uses an XML schema that defines the message structure the Hub uses to generate JMS messages. This XML schema is included as part of the Siperian Hub Resource Kit. (The ORS-specific schema is available using a URL or downloadable as a file).

Note: JMS Event Schema generation requires at least one secure package or remote package.

Important: If there are two databases that have the same schema (for example, CMX_ORS), the logical name (which is the same as the schema name) will be duplicated for JMS Events when the configuration is initially saved. Consequently, the database display name is unique and should be used as the initial logical name instead of the schema name to be consistent with the SIF APIs. You will need to change the logical name before generating the schema.

Additionally, each ORS has an XSD file specific to the ORS that uses the elements from the common XSD file (siperian-mrm-events.xsd). The ORS-specific XSD is named as <ors-name>-siperian-mrm-event.xsd. The XSD defines two objects for each package and remote package in the schema:

Object Name Description

[packageName]Event Complex type containing elements of type EventMetadata and [packageName].

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Note: If legacy XML event message objects are to be used, ORS-specific message object generation is not required.

Starting the JMS Event Schema Manager Tool

To start the JMS Event Schema Manager tool:1. In the Hub Console, connect to an Operational Record Store (ORS). To learn

more, see “Changing the Target Database” on page 31.

2. Expand the Siperian Utilities workbench and then click SIF Manager.

3. Click the JMS Event Schema Manager tab.

[packageName]Record Complex type representing a package and its fields. Also includes an element of type SipMetadata. This complex type resembles the package record structures defined in the Siperian Hub Services Integration Framework (SIF). For more information, refer to the Siperian Services Integration Framework Guide.

Object Name Description

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The Hub Console displays the JMS Event Schema Manager tool, as shown in the following example.

The JMS Event Schema Manager tool displays the following areas:

Area Description

JMS ORS-specific Event Message Schema

Shows the event message schema for the ORS.Use this function to generate and deploy ORS-specific JMS Event Messages for the current ORS. The logical name is used to name the components of the deployment. The schema can be downloaded or accessed using a URL. Note: If legacy XML event message objects are to be used, ORS-specific message object generation is not required.

Out of Sync Objects Shows the database objects in the schema that are out of sync. with the generated API.

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Generating and Deploying ORS-specific Schemas

This operation requires access to a Java compiler on the application server machine. The Java software development kit (SDK) includes a compiler in tools.jar. The Java runtime environment (JRE) does not contain a compiler. If the SDK is not available, you will need to add the tool.jar file to the classpath of the application server.

Note: The following procedure assumes that you have already configured the base objects, packages, and mappings of the ORS. If you subsequently change any of these, regenerate the ORS-specific schemas.

Note: JMS Event Schema generation requires at least one secure package or remote package.

Important: If there are two databases that have the same schema (for example, CMX_ORS), the logical name (which is the same as the schema name) will be duplicated for JMS Events when the configuration is initially saved. Consequently, the database display name is unique and should be used as the initial logical name instead of the schema name to be consistent with the SIF APIs. You will need to change the logical name before generating the schema.

To generate and deploy ORS-specific schemas:1. Start the JMS Event Schema Manager. To learn more, see “Starting the JMS Event

Schema Manager Tool” on page 825.

The Hub Console displays the JMS Event Schema Manager tool.

2. Enter a value in the Logical Name field for the event schema.

In order to make any changes to the schema, you must have a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Click Generate and Deploy ORS-specific Schemas.

Note: There must be at least one secure package or remote package configured to generate the schema. If there are no secure objects to generate, the Siperian Hub generates a runtime error message.

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Generating ORS-specific Message Schemas

Downloading an XSD File

An XSD file defines the structure of an XML file and can also be used to validate the XML file. For example, if an XML file contains a reference to an XSD, an XML validation tool can be used to verify that the tags in the XML conform to the definitions defined in the XSD.

To download an XSD file:1. Start the JMS Event Schema Manager. To learn more, see “Starting the JMS Event

Schema Manager Tool” on page 825.

The Hub Console displays the JMS Event Schema Manager tool.

2. Acquire a write lock.

In order to make any changes to the schema, you must have a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Click Download XSD File.

Alternatively, you can use the URL specified in the Schema URL to access the XSD file.

Finding Out-of-Sync Objects

You use Find Out Of Sync Objects to determine if the event schema needs to be re-generated to reflect changes in the system. The JMS Event Schema Manager displays a list of packages and remote packages that have changed since the last schema generation.

Note: The Out of Sync Objects function compares the generated APIs to the database objects in the schema so both must be present to find the out-of-sync objects.

To find the out-of-sync objects:1. Start the JMS Event Schema Manager. To learn more, see “Starting the JMS Event

Schema Manager Tool” on page 825.

The Hub Console displays the JMS Event Schema Manager tool.

2. Acquire a write lock.

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In order to make any changes to the schema, you must have a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Click Find Out of Sync Objects.

The JMS Event Schema Manager displays all out of sync objects in the lower panel.

Note: Once you have evaluated the impact of the out-of-sync objects, you can then decide whether or not to re-generate the schema (typically, external components which interact with the Hub are written to work with a specific version of the generated schema). If you regenerate the schema, these external components may no longer work.

If the JMS Event Schema Manager returns any out-of-sync objects, click Generate and Deploy ORS-specific Schema to re-generate the event schema. For more information, see “Generating and Deploying ORS-specific Schemas” on page 827.

Auto-searching for Out-of-Sync Objects

You can configure Siperian Hub to periodically search for out-of-sync objects and re-generate the schema as needed. This auto-poll feature operates within the data change monitoring thread which automatically engages a specified number of milliseconds between polls. You specify this time frame using the Message Check Interval in the Message Queues tool. When the monitoring thread is active, this automatic service first checks if the out-of-sync interval has elapsed and if so, performs the out-of-sync check and then re-generates the event schema as needed.

To configure the Hub to periodically search for out-of-sync objects:1. Set the logical name of the schema to be generated in the JMS Event Schema

Manager.

For more information, see “Generating and Deploying ORS-specific Schemas” on page 827.

Note: If you bypass this step, the Hub issues a warning in the server log asking you configure the schema generation.

2. Enable the Queue Status for Data Changes Monitoring message. For more information, see “Configuring Global Message Queue Settings” on page 604.

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3. Select the root node Message Queues and set the Out of sync check interval (milliseconds). For more information, see “Configuring Global Message Queue Settings” on page 604.

Since the out-of-sync auto-poll feature effectively depends on the Message check interval, you should set the Out-of-sync check interval to a value greater than or equal to that of the Message check interval.

Note: You can disable to out-of-sync check by setting the out-of-sync check interval to 0.

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20

Setting Up Security

This chapter describes how to set up security for your Siperian Hub implementation using the Hub Console. To learn how to configure user access to the Hub Console, see “About User Access to Hub Console Tools” on page 989.

To learn more about configuring security using the Services Integration Framework (SIF) instead, see the Siperian Services Integration Framework Guide.

Chapter Contents• About Setting Up Security

• Securing Siperian Hub Resources

• Configuring Roles

• Configuring Siperian Hub Users

• Configuring User Groups

• Assigning Users to the Current ORS Database

• Assigning Roles to Users and User Groups

• Managing Security Providers

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About Setting Up SecurityThis section provides an overview of—and introduction to—Siperian Hub security.

Note: Before you begin, you must have:• installed Siperian Hub and created the Hub Store according to the instructions in

the Siperian Hub Installation Guide for your platform

• built the schema; for more information, see “About the Schema” on page 82

Siperian Hub Security Concepts

Security is the ability to protect information privacy, confidentiality, and data integrity by guarding against unauthorized access to, or tampering with, data and other resources in your Siperian Hub implementation.

Before setting up security for your Siperian Hub implementation, it is important for you to understand some key concepts.

Security Access Manager

Siperian Hub Security Access Manager (SAM) is Siperian’s comprehensive security framework for protecting Siperian Hub resources from unauthorized access. At run time, SAM enforces your organization’s security policy decisions for your Siperian Hub implementation, handling user authentication and access authorization according to your security configuration.

Note: SAM security applies primarily to users of third-party applications who want to gain access to Siperian Hub resources. SAM applies only tangentially to Hub Console users. The Hub Console has its own security mechanisms to authenticate users and authorize access to Hub Console tools and resources.

Authentication

Authentication is the process of verifying the identity of a user to ensure that they are who they claim to be. A user is an individual who wants to access Siperian Hub

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resources (see “Configuring Siperian Hub Users” on page 866). In Siperian Hub, users are authenticated based on their supplied credentials—user name / password, security payload, or a combination of both.

Siperian Hub supports the following types of authentication:

Siperian Hub implementations can use each type of authentication exclusively, or they can use a combination of them. The type of authentication used in your Siperian Hub implementation depends on how you configure security, as described in “Security Implementation Scenarios” on page 836.

Authorization

Authorization is the process of determining whether a user has sufficient privileges to access a requested Siperian Hub resource.

Siperian Hub provides two types of authorization:• Internal: Siperian Hub’s internal authorization mechanism, in which a user’s access

to secure resources is determined by the privileges associated with any roles that are assigned to their user account.

• External: Authorization using third-party authorization providers (see “Managing Security Providers” on page 889)

Authentication Type Description

Internal Siperian Hub’s authentication mechanism in which the user logs in with a user name and password (see “Starting the Hub Console” on page 19)

External Directory User authentication using an external user directory, with native support for LDAP-enabled directory serves, Microsoft Active Directory, and Kerberos (see “External User Directory” on page 837)

External Authentication Providers

User authentication using third-party authentication providers (see “Managing Security Providers” on page 889)When configuring user accounts, you designate externally-authenticated users by checking (selecting) the Use external authentication? check box, as described in “Using External Authentication” on page 872.

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Siperian Hub implementations can use either type of authorization exclusively, or they can use a combination of both. The type of authorization used in your Siperian Hub implementation depends on how you configure security, as described in “Security Implementation Scenarios” on page 836.

Secure Resources and Privileges

Siperian Hub provides general types of resources that you can configure to be secure resources: base objects, dependent objects, mappings, packages, remote packages, cleanse functions, match rule sets, batch groups, metadata, content metadata, Metadata Manager, HM profiles, the audit table, and the users table. You can configure security for these resources in a highly granular way, granting access to Siperian Hub resources according to various privileges (read, create, update, merge, and execute). Resources are either PRIVATE (the default) or SECURE. Privileges can be granted only to secure resources. To learn more see “Securing Siperian Hub Resources” on page 841.

Roles

In Siperian Hub, resource privileges are allocated to roles. A role represents a set of privileges to access secure Siperian Hub resources (see “Configuring Roles” on page 854). Users and user groups are assigned to roles. A user’s resource privileges are determined by the roles to which they are assigned, as well as by the roles assigned to the user group(s) to which the user belongs. Security Access Manager enforces resource authorization for requests from external application users. Administrators and data stewards who use the Hub Console to access Siperian Hub resources are less directly affected by resource privileges (see “Privileges” on page 843).

Access to Hub Console Tools

For users who will be using the Hub Console to access Siperian Hub resources, you can use the Tool Access tool in the Configuration workbench to control access privileges to Hub Console tools. For example, data stewards typically have access to only the Data Manager and Merge Manager tools. To learn more, see “About User Access to Hub Console Tools” on page 989.

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How Users, Roles, Privileges, and Resources Are Related

The following diagram shows how users, roles, privileges, and resources are related in Siperian Hub’s internal security framework.

When configuring security in Siperian Hub:• a specific resource is configured to be secure (not private).

• a specific role is configured to have access to one or more secure resources.

• each secure resource is configured with specific privileges (READ, WRITE, CREATE, and so on) that define that role’s access to the secure resource.

• a user is assigned one or more roles.

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At run time, in order to execute a SIF request, the logged-in user must be assigned a role that has the required privilege(s) to access the resource(s) involved with the request. Otherwise, the user’s request will be denied.

Security Implementation Scenarios

This section describes a range of high-level scenarios in which security can be configured in Siperian Hub implementations. Policy decision points (PDPs) are specific security check points that determine, at run-time, the validity of a user’s identity (authentication), along with that user’s access to Siperian Hub resources (authorization). These scenarios vary in the degree to which PDPs are handled internally by Siperian Hub or externally by third-party security providers or other security services.

Internal-only PDP

The following figure shows a security deployment in which all PDPs are handled internally by Siperian Hub.

In this scenario, Siperian Hub makes all policy decisions based on how users, groups, roles, privileges, and resources are configured using the Hub Console.

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External User Directory

The following figure shows a security deployment in which Siperian Hub integrates with an external directory.

In this scenario, the external user directory manages user accounts, groups, and user profiles. The external user directory is able to authenticate users and provide information to Siperian Hub about group membership and user profile information.

Users or user groups that are maintained in the external user directory must still be registered in Siperian Hub. Registration is required so that Siperian Hub roles—and their associated privileges—can be assigned to these users and groups.

Roles-based Centralized PDP

The following figure shows a security deployment where role assignment—in addition to user accounts, groups, and user profiles—is handled externally to Siperian Hub.

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About Setting Up Security

In this scenario, external roles are explicitly mapped to Siperian Hub roles.

Comprehensive Centralized PDP

The following figure shows a security deployment in which role definition and privilege assignment—in addition to user accounts, groups, user profiles, and role assignment—is handled externally to Siperian Hub.

In this scenario, Siperian Hub simply exposes the protected resources using external proxies, which are synchronized with the internally-protected resources using SIF requests (RegisterUsers, UnregisterUsers, and ListSiperianObjects). All policy decisions are external to Siperian Hub.

Summary of Security Configuration Tasks

To configure security for a Siperian Hub implementation using Siperian Hub’s internal security framework, you complete the following minimal tasks using tools in the Hub Console:1. Define global password policies for all users according to your organization’s

security policies and procedures. For instructions on using the Users tool to define global password policies, see “Managing the Global Password Policy” on page 877.

2. Add user accounts for your users. For instructions on using the Users tool to configure user accounts, see “Configuring Users” on page 869.

3. Provide users with access to the database(s) they need to use. For instructions on using the Users tool to provide database access, see “Configuring User Access to ORS Databases” on page 875.

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4. Optionally, configure user groups and assign users to them, if applicable. For instructions on using the Users and Groups tool to configure user groups, see “Configuring User Groups” on page 881.

5. Configure secure Siperian Hub resources and (optionally) resource groups. For instructions on using the Secure Resources tool to configure resources and resource groups, see “Setting the Status of a Siperian Hub Resource” on page 847.

6. Define roles and assign resource privileges to roles. For instructions on using the Roles tool to configure roles, see “Configuring Roles” on page 854.

7. Assign roles to users and (optionally) user groups. For instructions on using the Users and Groups tool to assign roles, see “Assigning Roles to Users and User Groups” on page 887.

8. For non-administrator users who will interact with Siperian Hub using the Hub Console, provide them with access to the Hub Console tools that they will need to use, as described in “Configuring User Access to ORS Databases” on page 875. For example, data stewards typically need access to the Merge Manager and Data Manager tools (which are described in the Siperian Hub Data Steward Guide).

If you are using external security providers instead to handle any portion of security in your Siperian Hub implementation, you must configure them in the Hub Console, as described in “Managing Security Providers” on page 889.

Configuration Tasks For Security Scenarios

The following table shows the security configuration tasks that pertain to each of the scenarios described in “Security Implementation Scenarios” on page 836. If a cell does not contain an “X”, then the associated task is handled externally to Siperian Hub.

Service / TaskInternal-only PDP

External User Directory

Roles-based Centralized PDP

Comprehensive Centralized PDP

Users and Groups

“Configuring Siperian Hub Users” on page 866

X X

“Using External Authentication” on page 872 X

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About Setting Up Security

Note: This document describes how to configure Siperian Hub’s internal security framework using the Hub Console. If you are using third-party security providers to handle any portion of security in your Siperian Hub implementation, refer to your security provider’s configuration instructions instead.

“Assigning Users to the Current ORS Database” on page 886

X X

“Managing the Global Password Policy” on page 877

X

“Configuring User Groups” on page 881 X X

Secure Resources

“Securing Siperian Hub Resources” on page 841

X X X X

“Setting the Status of a Siperian Hub Resource” on page 847

X X X X

Roles

“Configuring Roles” on page 854 X X X

“Mapping Internal Roles to External Roles” on page 859

X

“Assigning Resource Privileges to Roles” on page 859

X X X

Security Providers

“Managing Security Providers” on page 889 X X X

Role Assignment

“Assigning Roles to Users and User Groups” on page 887

X X

Service / TaskInternal-only PDP

External User Directory

Roles-based Centralized PDP

Comprehensive Centralized PDP

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Securing Siperian Hub Resources

Securing Siperian Hub ResourcesThis section describes how to configure Siperian Hub resources for your Siperian Hub implementation. The instructions in this section apply to all scenarios described in “Security Implementation Scenarios” on page 836.

About Siperian Hub Resources

The Hub Console allows you to expose or hide Siperian Hub resources to external applications.

Types of Siperian Hub Resources

The following types of Siperian Hub resources can be configured as secure resources:

Resource Type Notes

BASE_OBJECT User has access to all secure base objects, columns, and content metadata. For details, see “Configuring Base Objects” on page 92.

CLEANSE_FUNCTION User can execute all secure cleanse functions. For details, see “Using Cleanse Functions” on page 414.

DEPENDENT_OBJECT User has access to all secure dependent object and their columns. For details, see “Configuring Dependent Objects” on page 117.

HM_PROFILE User has access to all secure HM Profiles. For details, see “Deleting Relationship Types from a Profile” on page 284

MAPPING User has access to all secure mappings and their columns. For details, see “Mapping Columns Between Landing and Staging Tables” on page 380.

PACKAGE User has access to all secure packages and their columns. For details, see “Configuring Packages” on page 196.

REMOTE_PACKAGE User has access to all secure remote packages. Applicable only to Siperian Hub implementations with an Activity Manager license.

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In addition, the Hub Console allows you to protect other resources that are accessible by SIF requests, including content metadata, match rule sets, metadata, batch groups, validate metadata, the audit table, and the users table.

Secure and Private Resources

A protected Siperian Hub resource can be configured as either secure or private.

In order for external applications to access a Siperian Hub resource using SIF requests, that resource must be configured as SECURE. Because all Siperian Hub resources are PRIVATE by default, you must explicitly make a resource SECURE after the resource has been added.

There are certain Siperian Hub resources that you might not want to expose to external applications. For example, your Siperian Hub implementation might have mappings or packages that are used only in batch jobs (not in SIF requests), so these could remain private.

Note: Package columns are not considered to be secure resources. They inherit the secure status and privileges from the parent base object (or dependent object) columns. If package columns are based on system table columns (that is, C_REPOS_AUDIT), or columns of tables that are not based on the base object / dependent object (that is, landing tables), there is no need to set up security for them, since they are accessible by default.

Status Setting Description

SECURE Exposes this Siperian Hub resource to the Roles tool, allowing the resource to be added to roles with specific privileges. When a user account is assigned to a specific role, then that user account is authorized to access the secure resources using SIF requests according to the privileges associated with that role.

PRIVATE Hides this Siperian Hub resource from the Roles tool. Default. Prevents its access using SIF requests. When you add a new resource in Hub Console (such as a new base object), it is designated a PRIVATE resource by default.

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Privileges

With Siperian Hub internal authorization, each role is assigned one of the following privileges.

Privileges determine the access that external application users have to Siperian Hub resources. For example, a role might be configured to have READ, CREATE, UPDATE, and MERGE privileges on particular packages.

Note: Each privilege is distinct and must be explicitly assigned. Privileges do not aggregate other privileges. For example, having UPDATE access to a resource does automatically give you READ access to it as well—both privileges must be individually assigned.

These privileges are not enforced when using the Hub Console, although the settings still affect the use of Hub Console to some degree. For example, the only packages that data stewards can see in the Merge Manager and Data Manager tools are those packages to which they have READ privileges. In order for data stewards to edit and save changes to data in a particular package, they must have UPDATE and CREATE privileges to that package (and associated columns). If they do not have UPDATE or CREATE privileges, then any attempts to change the data in the Data Manager will fail. Similarly, a data steward must have MERGE privileges to merge or unmerge records using the Merge Manager. To learn more about the Merge Manager and Data Manager tools, see the Siperian Hub Data Steward Guide.

Privilege Allows the User To....

READ View but not change data.

CREATE Create data records in the Hub Store.

UPDATE Update data records in the Hub Store.

MERGE Merge and unmerge data.

EXECUTE Execute cleanse functions (see “Using Cleanse Functions” on page 414) and batch groups (see “Running Batch Jobs Using the Batch Group Tool” on page 688).

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Resource Groups

A resource group is a logical collection of secure resources. Using the Secure Resources tool, you can define resource groups, and then assign related resources to them. Resource groups simplify privilege assignment, allowing you to assign privileges to multiple resources at once and easily assigning resource groups to a role.

Resource Group Hierarchies

A resource group can also contain other resource groups—except itself or any resource group to which it belongs—allowing you to build a hierarchy of resource groups and to simplify the management of a large collection of resources.

SECURE Resources Only

Only SECURE resources can belong to resource groups—PRIVATE resources cannot. If you change the status of a resource to PRIVATE, then the resource is automatically removed from any resource groups to which it belongs. When the status of a resource is set to SECURE, the resource is added automatically to the appropriate resource group (ALL_* resource groups by object type, which are visible in the Roles tool).

Guidelines for Defining Resource Groups

To simplify administration, consider the implications of creating the following kinds of resource groups:• Define an ALL_RESOURCES resource group that contains all secure resources,

which allows you to set minimal privileges globally.

• Define resource groups by resource type (such as PACKAGES_READ) so that you can easily set minimal privileges to those kinds of resources.

• Define resource groups by functional area (such as TEST_ONLY or TRAINING_RESOURCES).

• Define a catch-all resource group that can be assigned to many different roles that have similar privileges.

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About the Secure Resources Tool

You use the Secure Resources tool in the Hub Console to manage security for Siperian Hub resources in a highly granular manner, including setting the status (secure or private) of any Siperian Hub resource, and configuring a hierarchy of resources using resource groups. The Secure Resources tool allows you to expose resources to, or hide resources from, the Roles tool and SIF requests. To use the tool, you must be connected to an ORS.

Starting the Secure Resources Tool

To start the Secure Resources tool:• In the Hub Console, expand the Security Access Manager workbench, and then

click Secure Resources.

The Hub Console displays the Secure Resources tool, as shown in the following example.

Resource Status(SECURE or PRIVATE)Resources (Global Resources)

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The Secure Resources tool contains the following tabs:

Configuring Resources

Use the Resources tab in the Secure Resources tool to browse and configure Siperian Hub resources.

Navigating the Resources Tree

Resources are organized hierarchically in the navigation tree by resource type, as shown in the following example.

Column Description

Resources Used to set the status of individual Siperian Hub resources (SECURE or PRIVATE). Siperian Hub resources organized in a hierarchy that shows the relationships among resources. Global resources appear at the top of the hierarchy. For details, see “Configuring Resources” on page 846.

Resource Groups Used to configure resource groups. For details, see “Configuring Resource Groups” on page 849.

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To expand the hierarchy:• Click the plus (+) sign next to a resource type or resource.

OR

• Click to expand the entire tree (if you have acquired a write lock).

To hide resources beneath a resource type:• Click the minus (-) sign next to its resource type.

OR

• Click to collapse the entire tree (if you have acquired a write lock).

Setting the Status of a Siperian Hub Resource

You can configure the resource status (SECURE or PRIVATE) for any concrete Siperian Hub resource.

Note: This status setting does not apply to resource groups (which contain only SECURE resources) or to global resources (for example, BASE_OBJECT.*)—only to the resources that they contain.

To set the status of a one or more Siperian Hub resources:1. Start the Secure Resources tool. To learn more, see “Starting the Secure Resources

Tool” on page 845.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. On the Resources tab, navigate the Resources tree to find the resource(s) that you want to configure.

4. Do one of the following:

• Double-click the resource name to toggle between SECURE or PRIVATE.

OR

• Select one or more resource name(s) (hold down the CTRL key to select multiple resources at a time) and:

• Click to make all selected resources secure.

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OR

• Click to make all selected resources private.

5. Click the Save button to save your changes.

Filtering Resources

To simplify changing the status of a collection of Siperian Hub resources, especially for an implementation with a large and complex schema, you can specify a filter that displays only the resources that you want to change.

To filter Siperian Hub resources:1. Start the Secure Resources tool. To learn more, see “Starting the Secure Resources

Tool” on page 845.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Click the Filter Resources button.

The Secure Resources tool displays the Resources Filter dialog.

4. Do the following:

• Check (select) the resource type(s) that you want to include in the filter.

• Uncheck (clear) the resource type(s) that you want to exclude in the filter.

Select All Resource

Clear All Selected Resource Types

Types

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5. Click OK.

The Secure Resources tool displays the filtered Resources tree.

Configuring Resource Groups

As described in “Resource Groups” on page 844, you can use the Secure Resources tool to define resources groups and create a hierarchy of resources. You can then use the Roles tool to assign privileges to multiple resources in a single operation.

Direct and Indirect Membership

The Secure Resources tool differentiates visually between resources that belong directly to the current resource group (explicitly added) and resources that belong indirectly because they are members of a resource group that belongs to this resource group (implicitly added). For example, suppose you have two resource groups:• Resource Group A contains the Consumer base object, which means that the

Consumer base object is a direct member of Resource Group A

• Resource Group B contains the Address base object

• Resource Group A contains Resource Group B, which means that the Address base object is an indirect member of Resource Group A

While editing Resource Group A, the Address base object is slightly grayed, as shown in the following example.

In this example, you cannot change the check box for the Address base object when you are editing Resource Group A. You can change the check box only when editing Resource Group B.

Indirect MembershipDirect Membership

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Adding Resource Groups

To add a resource group:1. Start the Secure Resources tool. To learn more, see “Starting the Secure Resources

Tool” on page 845.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Click the Resource Groups tab.

The Secure Resources tool displays the Resource Group tab.

4. Click the Add button.

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The Secure Resources displays the Add Resources to Resource Group dialog.

5. Enter a unique, descriptive name for the resource group.

6. Click the plus (+) sign to expand the resource hierarchy as needed.

Each resource has a check box indicating membership in the resource group. If a parent in the tree is selected, all its children are automatically selected as well. For example, if the Base Objects item in the tree is selected, then all base objects and their child resources are selected.

7. Check (select) the resource(s) that you want to assign to this resource group.

8. Click OK.

The Secure Resources tool adds the new resource to the Resource Groups node.

Select All Resources

Clear All Selected Resources

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Editing Resource Groups

To edit a resource group:1. Start the Secure Resources tool. To learn more, see “Starting the Secure Resources

Tool” on page 845.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Click the Resource Groups tab.

4. Select the resource group whose properties you want to edit.

5. Click the Edit button.

The Secure Resources tool displays the Assign Resources to Resource Group dialog.

6. Edit the resource group name, if you want.

7. Click the plus (+) sign to expand the resource hierarchy as needed.

8. Check (select) the Show Only Resources Selected for this Resource Group check box, if you want.

Select All Resources

Clear All Selected Resources

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9. Check (select) the resources that you want to assign to this resource group.

10. Uncheck (clear) the resources that you want to remove this resource group.

11. Click OK.

Deleting Resource Groups

To delete a resource group:1. Start the Secure Resources tool. To learn more, see “Starting the Secure Resources

Tool” on page 845.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Click the Resource Groups tab.

4. Select the resource group that you want to remove.

5. Click the Remove button.

The Secure Resources tool prompts you to confirm deletion.

6. Click Yes.

The Secure Resources tool removes the deleted resource from the Resource Groups node.

Refreshing the Resources List

If a resource such as a package or mapping has been recently added, be sure to refresh the resources list to ensure that you can make it secure.

To refresh the Resources list:• From the Secure Resources menu, choose Refresh.

The Secure Resources tool updates the Resources list.

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Refreshing Other Security Changes

You can also change the refresh interval for all other security changes.

To set the refresh rate for security changes:• Set the following parameter in the cmxserver.properities file:

cmx.server.sam.cache.resources.refresh_interval

Note: The default refresh interval is 5 minutes if not set.

Configuring RolesThis section describes how to configure roles for your Siperian Hub implementation.

Note: If you are using a Comprehensive Centralized PDP security deployment (see “Comprehensive Centralized PDP” on page 838), in which users are authorized externally, if your external authorization provider does not require you to define roles in Siperian Hub, then you can skip this section.

About Roles

In Siperian Hub, a role represents a set of privileges to access secure Siperian Hub resources. In order for a user to view or manipulate a secure Siperian Hub resource, that user must be assigned a role that grants them sufficient privileges to access the resource. Roles determine what a user is authorized to access and do in Siperian Hub. To learn more, see “Authorization” on page 833 and “Privileges” on page 843.

Siperian Hub roles are highly granular and flexible, allowing administrators to implement complex security safeguards according to your organization’s unique security policies, procedures, and requirements. Some users might be assigned to a single role with access to everything (such as an administrator) or with explicitly-restricted privileges (such as a data steward), while others might be assigned to multiple roles of varying privileges.

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A role can also have other roles assigned to it, thereby inheriting the access privileges configured for those roles. Privileges are additive, meaning that, when roles are combined, their privileges are combined as well. For example, suppose Role A has READ privileges to an Address base object, and Role B has CREATE and UPDATE privileges to it. If a user account is assigned Role A and Role B, then that user account will have READ, CREATE, and UPDATE privileges to the Address base object. A user account inherits the privileges configured for any role to which the user account is assigned.

Resource privileges vary depending on the scope of access that is required for users to do their jobs—ranging from broad and deep access (for example, super-user administrators) to very narrow, focused access (for example, READ privileges on one base object). It is generally recommended that you follow the principle of least privilege—users should be assigned the least set of privileges needed to do their work.

Because Siperian Hub provides you with the ability to vary resource privileges per role, and because resource privileges are additive, you can define roles in a highly-granular manner for your Siperian Hub implementation. For example, you could define separate roles to provide different access levels to human resources data (such as HRAppReadOnly, HRAppCreateOnly, and HRAppUpdateOnly), and then combine them into another aggregate role (such as HRAppAll). You would then assign to various users just the role(s) that are appropriate for their job function.

Starting the Roles Tool

You use the Roles tool in the Security Access Manager workbench to configure roles and assign access privileges to Siperian Hub resources.

To start the Roles tool:• In the Hub Console, expand the Security Access Manager workbench, and then

click Roles.

The Hub Console displays the Roles tool, as shown in the following example.

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The Roles tool contains the following tabs:

Column Description

Resource Privileges Used to assign resource privileges to roles. For details, see “Assigning Resource Privileges to Roles” on page 859.

Roles Used to assign roles to other roles. For details, see “Assigning Roles to Other Roles” on page 862.

Report Used to generate a distilled report of resource privileges granted to a given role. For details, see “Generating a Report of Resource Privileges for Roles” on page 863.

Navigation Pane Properties Pane

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Adding Roles

To add a new role:1. Start the Roles tool. To learn more, see “Starting the Roles Tool” on page 855.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Point anywhere in the navigation pane, right-click the mouse, and choose Add Role.

The Roles tool displays the Add Role dialog.

4. Specify the following information.

5. Click OK.

The Roles tool adds the new role to the roles list.

Field Description

Name Name of this role. Enter a unique, descriptive name.

Description Optional description of this role.

External Name External name (alias) of this role. To learn more, see “Mapping Internal Roles to External Roles” on page 859.

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Editing Roles

To edit an existing role:1. Start the Roles tool. To learn more, see “Starting the Roles Tool” on page 855.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Scroll the roles list and select the role that you want to edit.

4. For each property that you want to edit, click the Edit button next to it, and specify the new value.

5. Click the Save button to save your changes.

Editing Resource Privileges

You can also assign and edit resource privileges for roles. To learn more, see “Assigning Resource Privileges to Roles” on page 859.

Inheriting Privileges

You can also edit the privileges for a specific role to inherit privileges from other roles; to learn more see “Assigning Roles to Other Roles” on page 862.

Deleting Roles

To delete an existing role:1. Start the Roles tool. To learn more, see “Starting the Roles Tool” on page 855.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Scroll the roles list and select the role that you want to delete.

4. Point anywhere in the navigation pane, right-click the mouse, and choose Delete Role.

The Roles tool prompts you to confirm deletion.

5. Click Yes.

The Roles tool removes the deleted role from the roles list.

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Mapping Internal Roles to External Roles

For the Roles-Based Centralized PDP scenario (see “Roles-based Centralized PDP” on page 837), you need to create a mapping (alias) between the Siperian Hub internal role and the external role that is managed separately from Siperian Hub. The external role name used by an organization (for example, APAppsUser) might be very different from an internal role name (such as VendorReadOnly) that makes sense in the context of a Siperian Hub environment.

Configuration details depend on the role mapping implementation of the security provider. Role mapping is done within a configuration (XML) file. It is possible to map one external role to more than one internal role.

Note: There is no predefined format for a configuration file. It might not be an XML file or even a file at all. The mapping is a part of the custom user profile or authentication provider implementation. The purpose of the mapping is to populate a user profile object roles list with internal role IDs (rowids).

Assigning Resource Privileges to Roles

To assign resource privileges to a role:1. Start the Roles tool. To learn more, see “Starting the Roles Tool” on page 855.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Scroll the roles list and select the role for which you want to assign resource privileges.

4. Click the Resource Privileges tab.

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The Roles tool displays the Resource Privileges tab.

This tab contains the following columns:

Field Description

Resources Hierarchy of secure Siperian Hub resources. Displays only those Siperian Hub resources whose status has been set to SECURE in the Secure Resources tool. To learn more, see “Setting the Status of a Siperian Hub Resource” on page 847.

Privileges Privileges to assign to secure resources. To learn more, see “Privileges” on page 843

Secure Resources Privileges

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5. Expand the Resources hierarchy to show the secure resources that you want to configure for this role.

6. For each resource that you want to configure:

• Check (select) any privilege that you want to grant to this role.

• Uncheck (clear) any privilege that you want to remove from this role.

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7. Click the Save button to save your changes.

Assigning Roles to Other Roles

A role can also inherit other roles, except itself or any role to which it belongs. For example, if you assign Role B to Role A, then Role A inherits Role B’s access privileges. To learn more, see “About Roles” on page 854.

To assign roles to a role:1. Start the Roles tool. To learn more, see “Starting the Roles Tool” on page 855.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Scroll the roles list and select the role to which you want to assign other roles.

4. Click the Roles tab.

The Roles tool displays the Roles tab.

The Roles tool displays any role(s) that can be assigned to the selected role.

5. Check (select) any role that you want to assign to the selected role.

6. Uncheck (clear) any role that you want to remove from this role.

7. Click the Save button to save your changes.

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Generating a Report of Resource Privileges for Roles

You can generate a report that describes only the resource privileges granted to a given role.

To generate a report of resource privileges for a role:1. Start the Roles tool. To learn more, see “Starting the Roles Tool” on page 855.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Scroll the roles list and select the role for which you want to generate a report.

4. Click the Report tab.

The Roles tool displays the Report tab.

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5. Click Generate. The Roles tool generates the report and displays it on the tab.

Clearing the Report Window

To clear the report window:• Click Clear.

Saving the Generated Report as an HTML File

To clear a generated report as an HTML file:1. Click Save.

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The Roles tool prompts you to specify the target location for the saved report.

2. Navigate to the target location.

3. Click Save.

The Security Access Manager saves the report using the following naming convention:

<ORS_Name>-<Role_Name>-RolePrivilegeReport.html

where:

• ORS_Name—Name of the target database.

• Role_Name—Role associated with the generated report.

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The Roles tool saves the current report as an HTML file in the target location. You can subsequently display this report using a browser.

Configuring Siperian Hub UsersThis section describes how to configure users for your Siperian Hub implementation. Whenever Siperian Hub internal authorization is involved in an implementation, users must be registered in the Master Database.

Before You Begin

Depending on how you have deployed security (see “Security Implementation Scenarios” on page 836), your Siperian Hub implementation might or might not require that you add users to the Master Database.

You must configure users in the Master Database if:• you are using Siperian Hub’s internal authorization (see “Internal-only PDP” on

page 836)

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• you are using Siperian Hub’s external authorization (see “External User Directory” on page 837)

• multiple users will run the Hub Console using different accounts (for example, administrators and data stewards).

About Configuring Siperian Hub Users

This section provides an overview of configuring Siperian Hub users. In Siperian Hub, a user is an individual who can access Siperian Hub resources. For an introduction to Siperian Hub users, see the Siperian Hub Overview.

How Users Access Siperian Hub Resources

Users can access Siperian Hub resources in the following ways:

User Accounts

Users are represented in Siperian Hub by user accounts, which are defined in the master database in the Hub Store. You use the Users tool in the Configuration workbench to define and configure user accounts for Siperian Hub users, as well as to change passwords and enable external authentication. External applications with sufficient authorization can also register user accounts using SIF requests, as described in the Siperian Services Integration Framework Guide. A user needs to be defined only once, even if the same user will access more than one ORS associated with the Master Database.

Access using Description

Hub Console Users who interact with Siperian Hub by logging into the Hub Console and using the tool(s) to which they have access, such as administrators and data stewards.

Third-Party Applications

Users (called external application users) who interact with Siperian Hub data indirectly using third-party applications that use SIF classes. These users never log into Hub Console. They log into Siperian Hub using the applications that they use to invoke SIF classes. To learn more about the kinds of SIF requests that developers can invoke, see the Siperian Services Integration Framework Guide.

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A user account gains access to Siperian Hub resources using the role(s) assigned to it, inheriting the privileges configured for each role, as described in “About Roles” on page 854.

Siperian Hub allows for multiple concurrent SIF requests from the same user account. For an external application in which granular auditing and user tracking is not required, multiple users can use the same user account when submitting SIF requests.

Starting the Users Tool

To start the Users tool:1. In the Hub Console, connect to the master database, if you have not already done

so.

2. Expand the Configuration workbench and click Users.

The Hub Console displays the Users tool, as shown in the following example:

The Users tool contains the following tabs:

Tab Description

User Displays a list of all users that have been defined, except the default admin user (which is created when Siperian Hub is installed). To learn more, see “Configuring Users” on page 869.

Target Database Assign users to target databases. To learn more, see “Configuring User Access to ORS Databases” on page 875.

Global Password Policy Specify global password policies. To learn more, see “Managing the Global Password Policy” on page 877.

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Configuring Users

This section describes how to configure users in the Users tool. It refers to functionality that is available on the Users tab of the Users tool.

Adding User Accounts

To add a user account:1. Start the Users tool. To learn more, see “Starting the Users Tool” on page 868.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Click the Users tab.

4. Click the button. The Users tool displays the Add User dialog.

5. Specify the following settings for this user.

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6. Click OK.

The Users tool adds the new user to the list of users on the Users tab.

Editing User Accounts

For each user, you can update their name, their default login database, and specify other settings—such as whether Siperian Hub retains a log of user logins/logouts, whether they can log into Siperian Hub, and whether they have administrator-level privileges.

To edit user account settings:1. Start the Users tool. To learn more, see “Starting the Users Tool” on page 868.

Property Description

First name First name for this user.

Middle name Middle name for this user.

Last name Last name for this user.

User name Name of the user account for this user. Name that this user will enter to log into the Hub Console.

Default database Default database for this user. This is the database that is automatically selected when the user logs into Hub Console, as described in “Starting the Hub Console” on page 19. If you want to change this database later, see “Configuring User Access to ORS Databases” on page 875.

Password Password for this user. If you want to change this password later, see “Changing Password Settings for User Accounts” on page 874.

Verify password Type the password again to verify.

Use external authentication?

One of the following settings:• Check (select) this option to use external authentication using

a third-party security provider instead of Siperian Hub’s default authentication. To learn more, see “Managing Security Providers” on page 889.

• Uncheck (clear) this option to use the default Siperian Hub authentication.

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2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Click the Users tab.

4. Select the user account that you want to configure.

5. To change a name, double-click the cell and type a different name.

6. Select a different login database and server, if you want.

7. Change any of the following settings, if you want.

8. Click the Save button to save your changes.

Property Description

Administrator One of the following settings:• Check (select) this option to give this user administrative

access, which allows them to have access to all Hub Console tools and all databases.

• Uncheck (clear) this option if you do not want to grant administrative access to this user. This is the default.

Enable One of the following settings:• Check (select) this option to activate this user account and

allow this user to log in.• Uncheck (clear) this option to disable this user account and

prevent this user from logging in.

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Using External Authentication

When adding or editing a user account that will be authenticated externally, you need to check (select) the Use External Authentication check box. If unchecked (cleared), then Siperian Hub’s default authentication will be used for this user account instead. To learn more, see “Managing Security Providers” on page 889.

Editing Supplemental User Information

In Siperian Hub implementations that are not tied to an external user directory (see “External User Directory” on page 837), you can use Siperian Hub to manage supplemental information for each user, such as their e-mail address and phone numbers. Siperian Hub does not require that you provide this information, nor does Siperian Hub use this information in any special way.

To edit supplemental user information:1. Start the Users tool. To learn more, see “Starting the Users Tool” on page 868.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Click the Users tab.

4. Select the user whose properties you want to edit.

5. Click the Edit button.

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The Users tool displays the Edit User dialog.

6. Specify any of the following properties:

Property Description

Title User’s title, such as Dr. or Ms. Click the drop-down list and select a title.

Initials User’s initials.

Suffix User’s suffix, such as MD or Jr.

Job title User’s job title.

Email User’s e-mail address.

Telephone area code Area code for user’s telephone number.

Telephone number User’s telephone number.

Fax area code Area code for user’s fax number.

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7. Click OK.

8. Click the Save button to save your changes.

Deleting User Accounts

To remove a user:1. Start the Users tool. To learn more, see “Starting the Users Tool” on page 868.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Click the Users tab.

4. Select the user that you want to remove.

5. Click the button.

In the Users tool prompts you to confirm deletion.

6. Click Yes to confirm deletion.

The Users tool removes the deleted user account from the list of users on the Users tab.

Changing Password Settings for User Accounts

To change password settings for a user:1. Start the Users tool. To learn more, see “Starting the Users Tool” on page 868.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Click the Users tab.

4. Select the user whose password you want to change.

Fax number User’s fax number.

Mobile area code Area code for user’s mobile phone.

Mobile number User’s mobile phone number.

Login message Message that the Hub Console displays after this user logs in.

Property Description

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5. Click the button.

The Users tool displays the Change Password dialog for the selected user.

6. Specify the new password and in both the Password and Verify password fields, if you want.

7. Do one of the following:

• Check (select) this option to use external authentication using a third-party security provider instead of Siperian Hub’s default authentication. To learn more, see “Managing Security Providers” on page 889.

• Uncheck (clear) this option to use the default Siperian Hub authentication.

8. Click OK.

Configuring User Access to ORS Databases

Once a user account is defined in Siperian Hub, you need to explicitly provide the account with access to one or more ORS databases.

To configure user access to databases:1. Start the Users tool. To learn more, see “Starting the Users Tool” on page 868.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Click the Target Database tab.

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The Users tool displays the Target Database tab.

4. Expand each database node to see which users that can access that database.

5. To change user assignments to a database, right-click on the database name and choose Assign User.

The Users tool displays the Assign User to Database dialog.

6. Check (select) the names of any users that you want to assign to the selected database.

7. Uncheck (clear) the names of any users that you want to unassign from the selected database.

8. Click OK.

Select All Users

Clear All Selected Users

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Configuring Password Policies

You can define password policies for all users (global password policy) as well as for individual users (private password policies that override the global password policy).

Managing the Global Password Policy

The global password policy applies to users who do not have private password policies specified for them (as described in “Specifying Private Password Policies for Individual Users” on page 879).

To manage the global password policy:1. Start the Users tool. To learn more, see “Starting the Users Tool” on page 868.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Click the Global Password Policy tab.

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The Global Password Policy window is displayed.

4. Specify the following password policy settings.

Policy Description

Password Length Minimum and maximum length, in characters.

Password Expiry Do one of the following:• Check (select) the Password Expires check box and specify the

number of days before the password expires.• Uncheck (clear) the Password Expires check box so that the

password never expires.

Login Settings Number of grace logins and maximum number of failed logins.

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5. Click to save your global settings.

Specifying Private Password Policies for Individual Users

For any given user, you can specify a private password policy that overrides the global password policy (see “Managing the Global Password Policy” on page 877).

Note: For ease of password policy maintenance, it is recommended that, whenever possible, password policies be managed at the global policy level rather than at private policy levels.

To specify the private password policy for a user:1. Start the Users tool. To learn more, see “Starting the Users Tool” on page 868.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Click the Users tab.

4. Select the user for whom you want to set the private password policy.

5. Click the button.

Password History Number of times that a password can be re-used.

Password Requirements

Other configuration settings, such as:• enforce case-sensitivity• enforce password validation• enforce a minimum number of unique characters• password patterns

Policy Description

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The Users tool displays the Private Password Policy window for the selected user.

6. Check (select) Private password policy enabled.

7. Specify the password policy settings you want for this user, as described in “Managing the Global Password Policy” on page 877.

8. Click OK.

9. Click the Save button to save your changes.

Configuring Secured JDBC Data Sources

In Siperian Hub implementations, if a JDBC data source has been secured using application server security, you need to store the application server’s user name and password for the JDBC data source in the cmxserver.properties file. Passwords must be encrypted—they cannot be stored as clear text. To learn more about secured JDBC data sources, see your application server documentation.

To configure user names and passwords for a secured JDBC data source in the cmxserver.properties file, use the following parameters:

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databaseId.username=usernamedatabaseId.password=encryptedPassword

where databaseId is the unique ID of the JDBC data source. For example:localhost-jdbc-ds.username=weblogiclocalhost-jdbc-ds.password=9C03B113CD8E4BBFD236C56D5FEA56EB

To generate an encrypted password, use the following commands:C:\>java -cp siperian-common.jar com.siperian.common.security.Blowfish password

Plaintext Password: passwordEncrypted Password: 9C03B113CD8E4BBFD236C56D5FEA56EB

Configuring User GroupsThis section describes how to configure user groups in your Siperian Hub implementation.

About User Groups

A user group is a logical collection of user accounts. User groups simplify security administration. For example, you can combine external application users into a single user group, and then grant security privileges to the user group rather than to each individual user. In addition to users, user groups can contain other user groups. To learn about users and user accounts, see “Configuring Siperian Hub Users” on page 866.

You use the Groups tab in the Users and Groups tool in the Security Access Manager workbench to configure users groups and assign user accounts to user groups. To use the Users and Groups tool, you must be connected to an ORS.

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Configuring User Groups

Starting the Users and Groups Tool

To start the Users and Groups tool:1. In the Hub Console, connect to an ORS, if you have not already done so.

2. Expand the Security Access Manager workbench and click Users and Groups.

The Hub Console displays the Users and Groups tool, as shown in the following example.

The Users and Groups tool contains the following tabs:

Tab Description

Groups Used to define user groups and assign users to user groups. To learn more, see “Configuring User Groups” on page 881.

Users Assigned to Database

Used to associate user accounts with a database. To learn more, see “Assigning Users to the Current ORS Database” on page 886.

Assign Users/Groups to Role

Used to associate users and user groups with roles. To learn more, see “Assigning Users and User Groups to Roles” on page 887.

Assign Roles to User / Group

Used to associate roles with users and user groups. To learn more, see “Assigning Roles to Users and User Groups” on page 888.

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Adding User Groups

To add a user group:1. Start the Users and Groups tool. To learn more, see “Starting the Users and

Groups Tool” on page 882.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Click the Groups tab.

4. Click the button.

The Users and Groups tool displays the Add User Group dialog.

5. Enter a descriptive name for the user group.

6. Optionally, enter a description of the user group.

7. Click OK.

The Users and Groups tool adds the new user group to the list.

Editing User Groups

To edit an existing user group:1. Start the Users and Groups tool. To learn more, see “Starting the Users and

Groups Tool” on page 882.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Click the Groups tab.

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Configuring User Groups

4. Scroll the list of user groups and select the user group that you want to edit.

5. For each property that you want to edit, click the Edit button next to it, and specify the new value.

6. Click the Save button to save your changes.

Deleting User Groups

To delete a user group:1. Start the Users and Groups tool. To learn more, see “Starting the Users and

Groups Tool” on page 882.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Click the Groups tab.

4. Scroll the list of user groups and select the user group that you want to delete.

5. Click the button.

The Users and Groups tool prompts you to confirm deletion.

6. Click Yes.

The Users and Groups tool removes the deleted user group from the list.

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Assigning Users and Users Groups to User Groups

To assign members (users and user groups) to a user group:1. Start the Users and Groups tool. To learn more, see “Starting the Users and

Groups Tool” on page 882.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Click the Group tab.

4. Scroll the list of user groups and select the user group to which you want to edit.

5. Right-click the user group that you just created and choose Assign Users and Groups.

The Users and Groups tool displays the Assign to User Group dialog.

6. Check (select) the names of any users and user groups that you want to assign to the selected user group.

7. Uncheck (clear) the names of any users and user groups that you want to unassign from the selected user group.

8. Click OK.

Select All

Clear All Selected Users/ User Groups

Users/ User Groups

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Assigning Users to the Current ORS Database

Assigning Users to the Current ORS DatabaseThis section describes how to assign users to the currently-targeted ORS database. To assign user access to other ORS databases, see “Configuring User Access to ORS Databases” on page 875.

To assign users to the current ORS database:1. Start the Users and Groups tool. To learn more, see “Starting the Users and

Groups Tool” on page 882.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Click the Users Assigned to Database tab.

4. Click to assign users to an ORS database.

The Users and Groups tool displays the Assign User to Database dialog.

5. Check (select) the names of any users that you want to assign to the selected ORS database.

6. Uncheck (clear) the names of any users that you want to unassign from the selected ORS database.

Select All Users

Clear All Selected Users

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7. Click OK.

Assigning Roles to Users and User GroupsThis section describes how to associate roles with users and user groups. The Users and Groups tool provides two ways to define the association:• assigning users and user groups to roles

• assigning roles to users and user groups

You can choose the way that is most expedient for your implementation.

Assigning Users and User Groups to Roles

To assign users and user groups to a role:1. Start the Users and Groups tool. To learn more, see “Starting the Users and

Groups Tool” on page 882.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Click the Assign Users/Groups to Role tab.

4. Select the role to which you want to assign users and user groups.

5. Click the Edit button.

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Assigning Roles to Users and User Groups

The Users and Groups tool displays the Assign Users to Role dialog.

6. Check (select) the names of any users and user groups that you want to assign to the selected role.

7. Uncheck (clear) the names of any users and user groups that you want to unassign from the selected role.

8. Click OK.

Assigning Roles to Users and User Groups

To assign roles to users and user groups:1. Start the Users and Groups tool. To learn more, see “Starting the Users and

Groups Tool” on page 882.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. Click the Assign Roles to User/Group tab.

Select All

Clear All Selected Users / User Groups

Users / User Groups

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4. Select the user or user group to which you want to assign roles.

5. Click the Edit button.

The Users and Groups tool displays the Assign Roles to User dialog.

6. Check (select) the roles that you want to assign to the selected user or user group.

7. Uncheck (clear) the roles that you want to unassign from the selected user or user group.

8. Click OK.

Managing Security ProvidersThis section describes how to manage security providers in your Siperian Hub implementation.

About Security Providers

A security provider is a third-party organization that provides security services for users accessing Siperian Hub. Security providers are used in certain Siperian Hub security deployment scenarios, as described in “Security Implementation Scenarios” on page 836.

Select All Roles

Clear All Selected Roles

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Types of Security Providers

Siperian Hub supports the following types of security providers:

Internal Providers

Siperian Hub comes with a set of default internal security providers (labeled Internal Provider in the Security Providers tool). You can also add your own third-party security providers. Internal security providers cannot be removed.

Starting the Security Providers Tool

You use the Security Providers tool in the Configuration workbench to register and manage security providers for Siperian Hub. To use the Security Providers tool, you must be connected to the master database.

To start the Security Providers tool:• In the Hub Console, expand the Configuration workbench, and then click

Security Providers.

Service Description

Authentication Authenticates a user by validating their identity. Informs Siperian Hub only that the user is who they claim to be—not whether they have access to any Siperian Hub resources.

Authorization Informs Siperian Hub whether a user has the required privilege(s) to access particular Siperian Hub resources.

User Profile Informs Siperian Hub about individual users, such as user-specific attributes and the roles to which the user belongs.

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The Hub Console displays the Security Providers tool, as shown in the following example.

In the Security Providers tool, the navigation tree has the following main nodes:

Siperian Hub provides a set of default providers:• Internal providers represent Siperian Hub’s internal implementations for

authentication, authorization, and user profile services.

• Super providers always return a positive response for authentication and authorization requests. Super providers are useful in development environments when you do not want to configure users, roles, privileges, and so on. For this purpose, these should be set first in an adjudication sequence and enabled.

Super providers can also be used in a production environment in which security is provided as a layer on top of the SIF requests for performance gains.

Tab Description

Provider Files Expand to display the provider files that have been uploaded in your Siperian Hub implementation. For more information, see “Managing Provider Files” on page 892.

Providers Expand to display the list of providers that are defined in your Siperian Hub implementation. For more information, see “Managing Security Provider Settings” on page 896.

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Managing Provider Files

If you want to use your own third-party security providers (in addition to Siperian Hub’s default internal security providers), you must explicitly register using the Security Providers tool. To register a provider, you upload a provider file that contains the profile information needed for registration.

About Provider Files

A provider file is a JAR file that contains the following information:• A manifest that describes one or more external security provider(s). Each security

provider has the following settings:

• Provider Name

• Provider Description

• Provider Type

• Provider Factory Class Name

• Properties for configuring the provider (a list of name-value pairs: property names with default values)

• One or more JAR files containing the provider implementation and any required third-party libraries.

Sample Provider File

The Siperian sample installer copies a sample implementation of a provider file into the SamSample subdirectory under the target samples directory (such as c:\siperian\oracle\sample\SamSample). To learn more, see the Siperian Hub Installation Guide for your platform.

Provider Files List

The Security Providers tool displays a list of provider files under the Provider Files node in the left navigation pane. You use right-click menus in the left navigation pane

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of the Security Providers tool to upload, delete, and move provider files in the Provider Files list.

Selecting a Provider File

To select a provider file in the Security Providers tool:1. Start the Security Providers tool. To learn more, see “Starting the Security

Providers Tool” on page 890.

2. In the left navigation pane, click the provider file that you want to select.

The Security Providers tool displays the Provider File panel for the selected provider file, as shown in the following example.

The Provider File panel contains no editable fields.

Uploading a Provider File

To upload a provider file to add or update provider information:1. Start the Security Providers tool. To learn more, see “Starting the Security

Providers Tool” on page 890.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

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3. In the left navigation pane, right-click Provider Files and choose Upload Provider File.

The Security Provider tool prompts you to select the JAR file for this provider.

4. Specify the JAR file, navigating the file system as needed and selecting the JAR file that you want to upload.

5. Click Open.

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The Security Provider tool checks the selected file to determine whether it is a valid provider file.

If the provider name from the manifest is the same as the name of an existing provider file, then the Security Provider tool asks you whether to overwrite the existing provider file. Click Yes to confirm.

The Security Provider tool uploads the JAR file to the application server, adds the provider file to the list, populates the Providers list with the additional provider information, and refreshes the left navigation pane.

Once the file has been uploaded, the original file can be removed from the file system, if you want. The Security Provider tool has already imported the information and does not subsequently refer to the original file.

Deleting a Provider File

Note: Internal security providers that are shipped with Siperian Hub cannot be removed. For internal security providers, there is no separate provider file under the Provider Files node.

To delete a provider file:1. Start the Security Providers tool. To learn more, see “Starting the Security

Providers Tool” on page 890.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

Added Provider File

Added Authentication Provider

Added User Profile Provider

Added Authorization Provider

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3. In the left navigation pane, right-click the provider file that you want to delete, and then choose Delete Provider File.

The Security Provider tool prompts you to confirm deletion.

4. Click Yes.

The Security Provider tool removes the deleted provider file from the list.

Managing Security Provider Settings

The Security Providers tool displays a list of registered providers under the Provider node in the left navigation pane. This list is sorted by provider type (Authentication, Authorization, or User Profile provider).

You use right-click menus in the left navigation pane of the Security Providers tool to move providers up and down in the Providers list.

Sequence of the Providers List

The order of providers in the Provider list represents the order in which they are invoked. For example, when a user attempts to log in and supplies their user name and password, Siperian Hub submits their login credentials to each authentication provider in the Authentication list, proceeding sequentially through the list. If authentication succeeds with one of the providers in the list, then the user is deemed authenticated. If authentication fails with all available authentication providers, then authentication for that user fails. To learn about changing the processing order, see “Moving a Security Provider Up in the Processing Order” on page 906 and “Moving a Security Provider Down in the Processing Order” on page 907.

Selecting a Security Provider

To select a provider in the Security Providers tool:• In the left navigation pane, click the provider that you want to select.

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The Security Providers tool displays the Provider panel for the selected provider file, as shown in the following example.

Properties on the Provider Panel

The Provider panel contains the following fields:

Field Description

Name Name of this security provider.

Description Description of this security provider.

Provider Type Type of security provider. One of the following values:• Authentication• Authorization• User ProfileFor more information, see “About Security Providers” on page 889.

Provider File Name of the provider file associated with this security provider, or Internal Provider for internal providers. For more information, see “Managing Provider Files” on page 892.

Enabled Indicates whether this security provider is enabled (checked) or not (unchecked). Note that internal providers cannot be disabled.

Properties Additional properties for this security provider, if defined by the security provider. Each property is a name-value pair. A security provider might require or allow unique properties that you can specify here. To learn more, see “Configuring Provider Properties” on page 898.

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Configuring Provider Properties

A provider property is a name-value pair that a security provider might require in order to access for the service(s) that they provide. You can use the Security Providers tool to define these properties.

Adding Provider Properties

To add provider properties:1. Start the Security Providers tool. To learn more, see “Starting the Security

Providers Tool” on page 890.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. In the left navigation pane, select the authentication provider for which you want to add properties.

4. Click the Add button.

5. The Security Providers tool displays the Add Provider Property dialog.

6. Specify the name of the property.

7. Specify the value to assign to this property.

8. Click OK.

Editing Provider Properties

To edit an existing provider property:1. Start the Security Providers tool. To learn more, see “Starting the Security

Providers Tool” on page 890.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

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3. In the left navigation pane, select the authentication provider for which you want to edit properties.

4. For each property that you want to edit, click the Edit button next to it, and specify the new value.

5. Click the Save button to save your changes.

Removing Provider Properties

To remove an existing provider property:1. Start the Security Providers tool. To learn more, see “Starting the Security

Providers Tool” on page 890.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. In the left navigation pane, select the authentication provider for which you want to remove properties.

4. Select the property that you want to remove.

5. Click the Delete button.

The Security Providers tool prompts you to confirm deletion.

6. Click Yes.

Custom-added Providers

You can also package custom provider classes in the JAR/ZIP file. Specify the settings for the custom providers in properties file named providers.properties. You must place this file within the JAR file in the META-INF directory. These settings (that is, the name/value pairs) are then read by the loader and translated to what is displayed in the Hub Console.

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Here are the elements of a provider.properties file:

Note: The provider archive file (JAR/ZIP) must contain all the classes required for the custom provider to be functional, as well as all of the required resources. These resources are specific to your implementation.

Element Name Description

ProviderList Comma-separated list of the contained provider names.

File-Description Description of the package.

Note that the remaining elements listed below come in groups of five (5) which correspond to each of the names in ProviderList (so for the remaining elements listed here, “XXX” represents one of the names that would be specified in ProviderList).

XXX-Provider-Name Display name of the provider XXX.

XXX-Provider-Description Description of the provider XXX.

XXX-Provider-Type Type of the provider XXX. The allowed values are USER_PROFILE_PROVIDER, JAAS_LOGIN_MODULE, AUTHORIZATION_PROVIDER.

XXX-Provider-Factory-Class-Name Implementation class of the provider (contained in the same JAR/ZIP file).

XXX-Provider-Properties Comma-separated list of name/value pairs defining provider properties (name1=value1,…).

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Example providers.properties File

Note: All of these settings are required except for XXX-Provider-Properties. ProviderList=ProviderOne,ProviderTwo,ProviderThree,ProviderFourProviderOne-Provider-Name: Sample Role Based User Profile ProviderProviderOne-Provider-Description: Sample User Profile Provider for roled-based managementProviderOne-Provider-Type: USER_PROFILE_PROVIDERProviderOne-Provider-Factory-Class-Name: com.siperian.sam.sample.userprofile.SampleRoleBasedUserProfileProviderFactoryProviderOne-Provider-Properties: name1=value1,name2=value2ProviderTwo-Provider-Name: Sample Login ModuleProviderTwo-Provider-Description: Sample Login ModuleProviderTwo-Provider-Type: JAAS_LOGIN_MODULEProviderTwo-Provider-Factory-Class-Name: com.siperian.sam.sample.authn.SampleLoginModuleProviderTwo-Provider-Properties:ProviderThree-Provider-Name: Sample Role Based Authorization ProviderProviderThree-Provider-Description: Sample Role Based Authorization ProviderProviderThree-Provider-Type: AUTHORIZATION_PROVIDERProviderThree-Provider-Factory-Class-Name: com.siperian.sam.sample.authz.SampleAuthorizationProviderFactoryProviderThree-Provider-Properties:ProviderFour-Provider-Name: Sample Comprehensive User Profile ProviderProviderFour-Provider-Description: Sample Comprehensive User Profile ProviderProviderFour-Provider-Type: USER_PROFILE_PROVIDERProviderFour-Provider-Factory-Class-Name: com.siperian.sam.sample.userprofile.SampleComprehensiveUserProfileProviderFactoryProviderFour-Provider-Properties:File-Description=The sample provider files

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Adding a Login Module

Siperian Hub supports the use of external authentication for users through the Java Authentication and Authorization Service (JAAS). Siperian Hub provides templates for the following types of authentication standards:• Lightweight Directory Access Protocol (LDAP)

• Microsoft Active Directory

• Network authentication using the Kerberos protocol

These templates provide the settings (protocols, server names, ports, and so on) that are required for these authentication standards. You can use these templates to add a new login module and provide the settings you need. To learn more about these authentication standards, see the applicable vendor documentation.

To add a login module:1. Start the Security Providers tool. To learn more, see “Starting the Security

Providers Tool” on page 890.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. In the left navigation pane, right-click Authentication Providers (Login Modules) and choose Add Login Module.

The Security Providers tool displays the Add Login Module dialog box.

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4. Click the down arrow and select a template for the login module.

5. Click OK.

The Security Providers tool adds the new login module to the list.

Template Name Description

OpenLDAP-template Based on LDAP authentication properties.

MicrosoftActiveDirectory-template Based on Active Directory authentication properties.

Kerberos-template Based on Kerberos authentication properties.

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6. In the Properties panel, click the Edit button next to any property that you want to edit, such as its name and description, and change the setting.

For LDAP, you can specify the following settings.

For Microsoft Active directory, you can specify the following settings:

For Kerberos authentication:

Property Description

java.naming.factory.initial Required. Java class name of the JNDI implementation for connecting to an LDAP server. Use the following value: com.sun.jndi.ldap.LdapCtxFactory.

java.naming.provider.url Required. URL of the LDAP server. For example: ldap://localhost:389/

username.prefix Optional. Tells Siperian Hub how to parse the LDAP username. An OpenLDAP user name looks like this: cn=myopenldapuser,dc=siperian,dc=comwhere• myopenldapuser is the user name• siperian is the domain name• com is the top-level domainIn this example, the username.prefix is: cn=

username.postfix Optional. User in conjunction with username.prefix. Using the previous example, set username.postfix to:,dc=siperian,dc=comNote the comma in the beginning of the string.

Property Description

java.naming.factory.initial Required. Java class name of the JNDI implementation for connecting to an LDAP server. Use the following value: com.sun.jndi.ldap.LdapCtxFactory.

java.naming.provider.url Required. URL of the LDAP server. For example: ldap://localhost:389/

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• To set up Kerberos authentication for a user on JBoss and WebLogic using Sun’s JVM, use Sun’s LoginModule (com.sun.security.auth.module.Krb5LoginModule). To learn more, see the Kerberos documentation at http://java.sun.com.

• To set up Kerberos authentication for a user on WebSphere using IBM’s JVM, you can use IBM’s LoginModule (com.ibm.security.auth.module.Krb5LoginModule). To learn more, see the Kerberos documentation on http://www.ibm.com.

• To use either of these Kerberos implementations, you must configure the JVM of the Siperian Hub application server with winnt\krb5.ini or JAVA_HOME\jre\lib\security\krb5.conf.

7. Click the Save button to save your changes.

Deleting a Login Module

To add a delete login module:1. Start the Security Providers tool. To learn more, see “Starting the Security

Providers Tool” on page 890.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. In the left navigation pane, right-click a login module under Authentication Providers (Login Modules) and choose Delete Login Module.

The Security Provider tool prompts you to confirm deletion.

4. Click Yes.

The Security Provider tool removes the deleted login module from the list and refreshes the left navigation pane.

Changing Security Provider Settings

To change the settings for a security provider:1. Start the Security Providers tool. To learn more, see “Starting the Security

Providers Tool” on page 890.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

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3. Select the security provider whose properties you want to change, as described in “Selecting a Security Provider” on page 896.

4. In the Properties panel, click the Edit button next to any property that you want to edit.

5. Click the Save button to save your changes.

Enabling and Disabling Security Providers1. Acquire a write lock, if you have not already done so.

2. Select the security provider that you want to enable or disable, as described in “Selecting a Security Provider” on page 896.

3. Do one of the following:

• Check the Enabled check box to enable a disabled security provider.

• Uncheck the Enabled check box to disable a security provider.

Once disabled, the provider name appears greyed out and at the end of the Providers list. Disabled providers cannot be moved.

4. Click the Save button to save your changes.

Moving a Security Provider Up in the Processing Order

As described in “Sequence of the Providers List” on page 896, Siperian Hub processes security providers in the order in which they appear in the Providers list.

To move a security provider up the list:1. Start the Security Providers tool. To learn more, see “Starting the Security

Providers Tool” on page 890.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. In the left navigation pane, select the provider (not the first one in the list, nor any disabled providers) that you want to move up.

4. In the left navigation pane, right-click and choose Move Provider Up.

The Security Provider tool moves the provider ahead of the previous one in the Providers list, and then refreshes the left navigation pane.

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Moving a Security Provider Down in the Processing Order

As described in “Sequence of the Providers List” on page 896, Siperian Hub processes security providers in the order in which they appear in the Providers list.

To move a provider down the list:1. Start the Security Providers tool. To learn more, see “Starting the Security

Providers Tool” on page 890.

2. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

3. In the left navigation pane, click the provider (not the last one in the list, nor any disabled providers) that you want to move down.

4. In the left navigation pane, right-click and choose Move Provider Down.

The Security Provider tool moves the provider after the subsequent one in the Providers list and refreshes the left navigation pane.

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21

Viewing Registered Custom Code

This chapter describes how to use the User Object Registry tool to view registered custom code.

Chapter Contents• About User Objects

• About User Objects

• Starting the User Object Registry Tool

• Viewing User Exits

• Viewing Custom Stored Procedures

• Viewing Custom Java Cleanse Functions

• Viewing Custom Button Functions

909

About User Objects

About User ObjectsUser objects are user-defined functions or procedures that are registered with the Siperian Hub to extend its functionality. There are four types of user objects:

About the User Object Registry ToolThe User Object Registry Tool is a read-only tool that keeps track of user objects that have been developed for use in the Siperian Hub.

Note: To view custom user code in the User Object Registry tool, you must have registered the following types of objects:• Custom Stored Procedures; for more information regarding stored procedures, see

“Developing Custom Stored Procedures for Batch Jobs” on page 806

• Custom Java Cleanse Functions; for more information regarding Java cleanse functions, see “Using Cleanse Functions” on page 414

User Object Description

User Exits A user-customized, unencrypted stored procedure that includes a set of fixed, pre-defined parameters. The procedure is configured, on a per-base object basis, to execute at a specific point during a Siperian batch process run. For more information, see “Viewing User Exits” on page 912.

Custom Stored Procedures Stored procedures that are registered in table C_REPOS_TABLE_OBJECT and can be invoked from Batch Manager. For more information, see “Viewing Custom Stored Procedures” on page 913.

Custom Java Cleanse Functions

Java cleanse functions that supplement the standard cleanse libraries with customer logic. These functions are basically Jar files and stored as BLOBs in the database. For more information, see “Viewing Custom Java Cleanse Functions” on page 915.

Custom Button Functions Custom UI functions that supply additional icons and logic in Data Manager, Merge Manager and Hierarchy Manager. For more information, see “Viewing Custom Button Functions” on page 916.

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• Custom Button Functions; for more information regarding custom buttons, see “About Custom Buttons in the Hub Console” on page 978

Note: You do not have to pre-configure user exit procedures to view them in the User Object Registry tool.

Starting the User Object Registry ToolTo start the User Object Registry tool:1. In the Hub Console, connect to an Operational Record Store (ORS), according to

the instructions in “Changing the Target Database” on page 31.

2. Expand the Siperian Utilities workbench and then click User Object Registry.

The Hub Console displays the User Object Registry tool, as shown in the following example.

Registered User Objects User ObjectProperties

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Viewing User Exits

The User Object Registry tool displays the following areas:

Viewing User ExitsThis section describes how to view user exits in the User Object Registry tool.

About User Exits

A user exit is an unencrypted stored procedure that includes a set of fixed, pre-defined parameters. The procedure is configured, on a per-base object basis, to execute at a specific point during a Siperian batch process run. User exits are triggered by the Siperian Hub back-end processes that provide a mechanism to integrate custom operations with Hub Server processes such as POST_LOAD, POST_MERGE, POST_MATCH, and so on. For more information, see “About User Exits” on page 956.

Note: The User Object Registry tool displays the types of pre-existing user exits.

Column Description

Registered User Object Types Hierarchical tree of user objects registered in the selected ORS, organized by the following categories:• User Exits• Custom Stored Procedures• Custom Java Cleanse Functions• Custom Button Functions

User Object Properties Properties for the selected user object.

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Viewing User Exits

To view the Siperian Hub user exits in the User Object Registry tool:1. Start the User Object Registry tool. For more information, see “Starting the User

Object Registry Tool” on page 911.

2. In the list of user objects, select User Exits.

The User Object Registry tool displays the user exits, as shown in the following example.

Viewing Custom Stored ProceduresThis section describes how to view registered custom stored procedures in the User Object Registry tool.

About Custom Stored Procedures

In the Hub Console, the Siperian Hub Batch Viewer and Batch Group tools provide simple mechanisms for executing Siperian Hub batch jobs. To execute and manage jobs according to a schedule, you need to execute stored procedures that do the work of batch jobs or batch groups. For more information, see “About Siperian Hub Batch Jobs” on page 668.

Siperian Hub also allows you to create and run custom stored procedures for batch jobs. For more information, see “Developing Custom Stored Procedures for Batch Jobs” on page 806. You can also create and run stored procedures using the SIF API

Viewing Registered Custom Code 913

Viewing Custom Stored Procedures

(using Java, SOAP, or HTTP/XML). For more information, see the Siperian Services Integration Framework Guide.

How Custom Stored Procedures Are Registered

You must register a custom stored procedure with Siperian Hub in order to make it available to users in the Batch Viewer and Batch Group tools in the Hub Console. For more information, see “Registering a Custom Stored Procedure” on page 808.

Viewing Registered Custom Stored Procedures

To view the registered custom stored procedures in the User Object Registry tool:1. Start the User Object Registry tool. For more information, see “Starting the User

Object Registry Tool” on page 911.

2. In the list of user objects, select Custom Stored Procedures.

The User Object Registry tool displays registered custom stored procedures, as shown in the following example.

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Viewing Custom Java Cleanse Functions

Viewing Custom Java Cleanse FunctionsThis section describes how to view registered custom Java cleanse functions in the User Object Registry tool.

About Custom Java Cleanse Functions

The User Object Registry exposes the details of custom cleanse functions that have been added to Java libraries (not user libraries). In Siperian Hub, you can build and execute cleanse functions that cleanse data. A cleanse function is a function that is applied to a data value in a record to standardize or verify it. For example, if your data has a column for salutation, you could use a cleanse function to standardize all instances of “Doctor” to “Dr.” You can apply cleanse functions successively, or simply assign the output value to a column in the staging table. For more information, see “About Cleanse Functions” on page 414 and “Configuring Java Libraries” on page 419.

How Custom Java Cleanse Functions Are Registered

Cleanse functions are configured using the Cleanse Functions tool in the Hub Console. For more information, see “Configuring Java Libraries” on page 419

Viewing Registered Custom Java Cleanse Functions

To view the registered custom Java cleanse functions in the User Object Registry tool:1. Start the User Object Registry tool. For more information, see “Starting the User

Object Registry Tool” on page 911.

2. In the list of user objects, select Custom Java Cleanse Functions.

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Viewing Custom Button Functions

The User Object Registry tool displays the registered custom Java cleanse functions, as shown in the following example.

Viewing Custom Button FunctionsThis section describes how to view registered custom button functions in the User Object Registry tool.

About Custom Button Functions

In your Siperian Hub implementation, you can provide Hub Console users with custom buttons that can be used to extend your Siperian Hub implementation. Custom buttons can give users the ability to invoke a particular external service (such as retrieving data or computing results), perform a specialized operation (such as launching a workflow), and other tasks. Custom buttons can be added to any of the following tools in the Hub Console: Merge Manager, Data Manager, and Hierarchy Manager. For more information, see “About Custom Buttons in the Hub Console” on page 978.

Server and client-based custom functions are visible in the User Object Registry. For more information, see “Server-Based and Client-Based Custom Functions” on page 982.

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Viewing Custom Button Functions

How Custom Button Functions Are Registered

To add a custom button to the Hub Console in your Siperian Hub implementation, complete the following tasks:1. Determine the details of the external service that you want to invoke, such as the

format and parameters for request and response messages.

2. Write and package the business logic that the custom button will execute, as described in “Writing a Custom Function” on page 981.

3. Deploy the package so that it appears in the applicable tool(s) in the Hub Console, as described in “Deploying Custom Buttons” on page 986.

Viewing Registered Custom Button Functions

To view the registered custom button functions in the User Object Registry tool:1. Start the User Object Registry tool. For more information, see “Starting the User

Object Registry Tool” on page 911.

2. Select Custom Button Functions.

The User Object Registry tool displays the registered custom button functions, as shown in the following example.

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Viewing Custom Button Functions

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22

Auditing Siperian Hub Services and Events

This chapter describes how to set up auditing and debugging in the Hub Console.

Chapter Contents• About Integration Auditing

• Starting the Audit Manager

• Auditing SIF API Requests

• Auditing Message Queues

• Auditing Errors

• Using the Audit Log

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About Integration Auditing

About Integration AuditingYour Siperian Hub implementation has a variety of different log files that track activities in various components—MRM log, application server log, database server log, and so on. The auditing covered in this chapter can be described as integration auditing to track activities associated with the exchange of data between Siperian Hub and external systems. To learn more about the other types of log files, see the Siperian Hub Installation Guide for your platform.

Auditing is configured separately for each Operational Record Store (ORS) in your Siperian Hub implementation.

Auditable Events

Integration with external applications often involves complexity. Multiple applications interact with each other, exchange data synchronously or asynchronously, use data transformations back and forth, and engage various business rules to execute business processes across applications.

To expose the details of application integration to application developers and system integrators, Siperian Hub provides the ability to create an audit trail whenever:• an external application interacts with Siperian Hub by invoking a Services

Integration Framework (SIF) request. To learn more, see the Siperian Services Integration Framework Guide.

• Siperian Hub sends a message (using JMS) to a message queue for the purpose of distributing data changes to other systems. To learn more, see Chapter 16, “Configuring the Publish Process.”

The Siperian Hub audit mechanism is optional and configurable. It tracks invocations of SIF requests that are audit-enabled, collects data about what occurred when, and provides some contextual information as to why certain actions were fired. It stores audit information in an audit log table (C_REPOS_AUDIT) that you can subsequently view using TOAD or another compatible, external data management tool.

Note: Auditing is in effect whether metadata caching is enabled (on) or disabled (off).

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About Integration Auditing

Audit Manager Tool

Auditing is configured using the Audit Manager tool in the Hub Console. The Audit Manager allows administrators to select:• which SIF requests to audit, and on which systems (Admin, defined source

systems, or no system).

• which message queues to audit (assigned to use with message triggers) as outbound messages are sent to JMS queues

To learn more, see “Starting the Audit Manager” on page 922.

Capturing XML for Requests and Responses

For thorough debugging of specific SIF requests or JMS events, users can optionally capture the request and response XML in the audit log, which can be especially useful for write operations. Because auditing at this granular level collects extensive information with a possible performance trade-off, it is recommended for debugging purposes but not for ongoing use in a production environment.

Auditing Must Be Explicitly Enabled

By default, the auditing of SIF requests and events is disabled. You must use the Audit Manager tool to explicitly enable auditing for each SIF request and event that you want to audit.

Auditing Occurs After Authentication

Any SIF request invocation can be audited once the user credentials associated with the invocation have been authenticated by the Hub Server. Therefore, a failed login attempt is not audited. For example, if a third-party application attempts to invoke a SIF request but provides invalid login credentials, that information will not be captured in the C_REPOS_AUDIT table. Auditing begins only after authentication succeeds.

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Starting the Audit Manager

Auditing Occurs for Invocations With Valid, Well-formed XML

Only SIF request invocations with valid and well-formed XML will be audited. SIF requests with invalid XML or XML that is not well-formed will not be audited.

Auditing Password Changes

For invocations of the Siperian Hub change password service, the user’s default database determines whether the SIF request is audited or not.• If the user’s default database is an Operational Record Store (ORS), then the

Siperian Hub change password service is audited. To learn more, see “Changing Passwords” on page 72.

• If the user’s default database is the Master Database, then the change password service invocation is not audited.

Starting the Audit ManagerTo start the Audit Manager:• In the Hub Console, scroll to the Utilities workbench, and then click Audit

Manager.

The Hub Console displays the Audit Manager, as shown in the following example.

Navigation Pane Properties Pane

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The Audit Manager is divided into two panes.

Auditable API Requests and Message Queues

In the Audit Manager, the navigation pane displays a list of the following types of items to audit, along with any available systems.

Systems to Audit

For each type of item to audit, the Audit Manager displays the list of systems that can be audited, along with the SIF requests that are associated with that system.

Pane Description

Navigation pane Shows (in a tree view) the following information:• auditing types for this Siperian Hub implementation (see “Auditable

API Requests and Message Queues” on page 923)• the systems to audit (see “Systems to Audit” on page 923)• message queues to audit (see “Auditing Message Queues” on page

928)

Properties pane Shows the properties for the selected auditing type or system.

Type Description

API Requests Request invocations made by external applications using the Services Integration Framework (SIF) Software Development Kit (SDK).

Message Queues Message queues used for message triggers. To learn more, see Chapter 16, “Configuring the Publish Process”.Note: Message queues are defined at the CMX_SYSTEM level. These settings apply only to messages for this Operational Record Store (ORS).

System Description

No System Services that are not—or not necessarily—associated with a specific system (such as merge operations).

Admin Services that are associated with the Admin system.

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Starting the Audit Manager

Note: The same API request or message queue can appear in multiple source systems if, for example, its use is optional on one of those source systems.

Audit Properties

Note: A write lock is not required to configure auditing.

When you select an item to audit, the Audit Manager displays properties in the properties pane with the following configurable settings.

Defined Source Systems

Services that are associated with predefined source systems. To learn more, see “About the Databases Tool” on page 60.

Field Description

System Name Name of the selected system. Read-only.

Description Description of the selected system. Read-only.

API Request List of API requests that can be audited.

Message Queue List of message queues that can be audited.

Enable Audit? By default, auditing is not enabled.• Select (check) to enable auditing for the item.• Clear (uncheck) to disable auditing for the item.

System Description

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For the Enable Audit? and Include XML? check boxes, you can use the following buttons.

Include XML? This check box is available only if auditing is enabled for this item. By default, capturing XML in the log is not included. To learn more, see “Capturing XML for Requests and Responses” on page 921.• Check (select) to include XML in the audit log for this item.• Uncheck (clear) to exclude XML from the audit log for this item.Note: Passwords are never stored in the audit log. If a password exists in the XML stream (whether encrypted or not), Siperian Hub replaces the password with asterisks, as shown in the following example:...<get>

<username>admin</username><password>

<encrypted>false</encrypted><password>******</password>

</password>...

Important: Selecting this option can cause the audit log file to grow very large rapidly. To learn more, see “Periodically Purging the Audit Log” on page 935.

Button Name Description

Select All Check (select) all items in the list.

Clear All Uncheck (clear) all selected items in the list.

Field Description

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Auditing SIF API Requests

Auditing SIF API RequestsYou can audit Services Integration Framework (SIF) requests made by external applications. Once auditing for a particular SIF API request is enabled, Siperian Hub captures each SIF request invocation and response in the audit log.

For more information regarding the SIF API requests, see Siperian Services Integration Framework Guide.

To audit SIF API requests:1. Start the Audit Manager. To learn more, see “Starting the Audit Manager” on page

922.

2. In the navigation tree, select a system beneath API Requests.

Select No System to configure global auditing settings across all systems.

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Auditing SIF API Requests

In the edit pane, the Audit Manager displays the configurable API requests for the selected system. To learn more, see “Audit Properties” on page 924.

3. For each SIF request that you want to audit, select (check) the Enable Audit check box.

4. If auditing is enabled for a particular API request and you also want to include XML associated with that API request in the audit log, then select (check) the Include XML check box.

5. Click the Save button to save your changes.

Note: Your saved settings might not take effect in the Hub Server for up to 60 seconds.

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Auditing Message Queues

Auditing Message QueuesYou can configure auditing for message queues for which message triggers have been assigned. Message queues that do not have configured message triggers are not available for auditing.

To audit message queues:1. Start the Audit Manager. To learn more, see “Starting the Audit Manager” on page

922.

2. In the navigation tree, select a system beneath Message Queues.

In the edit pane, the Audit Manager displays the configurable message queues for the selected system. To learn more, see “Audit Properties” on page 924.

3. For each message queue that you want to audit, select (check) the Enable Audit check box.

4. If auditing is enabled for a particular message queue and you also want to include XML associated with that message queue in the audit log, then select (check) the Include XML check box.

5. Click the Save button to save your changes.

Note: Your saved settings might not take effect in the Hub Server for up to 60 seconds.

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Auditing Errors

Auditing ErrorsYou can capture error information for any SIF request invocation that triggers the error mechanism in the Web service—such as syntax errors, run-time errors, and so on. You can enable auditing for all errors associated with SIF requests.

Auditing errors is a feature that you enable globally. Even when auditing is not currently enabled for a particular SIF request, if an error occurs during that SIF request invocation, then the event is captured in the audit log.

Configuring Global Error Auditing

To audit errors:1. Start the Audit Manager. To learn more, see “Starting the Audit Manager” on page

922.

2. In the navigation tree, select API Requests to configure auditing for SIF errors.

In the edit pane, the Audit Manager displays the configuration page for errors, as shown in the following example.

3. Do one of the following:

• Select (check) the Enable Audit check box to audit errors.

• Clear (uncheck) the Enable Audit check box to stop auditing errors.

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Using the Audit Log

4. If you select Enable Audit and you also want to include XML associated with errors in the audit log, then select (check) the Include XML check box.

Note: If you only select Enable Audit, Siperian Hub provides the associated audit information in C_REPOS_AUDIT.

If you also select Include XML, Siperian Hub includes an additional column in C_REPOS_AUDIT named DATA_XML which includes detail log data for audit.

If you select both check boxes, when you run an Insert, Update, or Delete job in the Data Manager, or run the associated batch job, Siperian Hub includes the audit data in DATA_XML of C_REPOS_AUDIT.

5. Click the Save button to save your changes.

Using the Audit LogOnce you have configured auditing for SIF request and events, you can use the populated audit log table (C_REPOS_AUDIT) as needed—for analysis, exception reporting, debugging, and so on.

About the Audit Log

The C_REPOS_AUDIT table is stored in the Operational Record Store (ORS). If auditing is enabled for a given SIF request or event, whenever that SIF request is invoked or that event is triggered on the Siperian Hub, then the audit mechanism captures the relevant information and stores it in the C_REPOS_AUDIT table. To learn more about the data stored in this table, see “Audit Log Table” on page 931.

Note: The SIF Audit request allows an external application to insert new records in the C_REPOS_AUDIT table. You would use this request to report activity involving a record(s) in Siperian Hub, that is at a higher level, or has more information that can be recorded by the Hub. For example, audit an update to a complex object before transforming and decomposing it to Hub objects. To learn more, see the Siperian Services Integration Framework Guide.

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Audit Log Table

The C_REPOS_AUDIT table has the following columns.

Schema for the Audit Log Table (C_REPOS_AUDIT)

Name Oracle Type DB2 Type Description

ROWID_AUDIT CHAR(14) CHARACTER(14) Unique ID for this record. Primary key.

CREATE_DATE DATE TIMESTAMP Record creation date. Defaults to the system date.

CREATOR VARCHAR2(50) VARCHAR(50) User associated with the audit event.

LAST_UPDATE_DATE DATE TIMESTAMP Same as CREATE_DATE.

UPDATED_BY VARCHAR2(50) VARCHAR(50) Same as CREATOR.

COMPONENT VARCHAR2(50) VARCHAR(50) Component involved:• SIF.sif.api

ACTION VARCHAR2(50) VARCHAR(50) One of the following:• SIF request name• message queue name

STATUS VARCHAR2(50) VARCHAR(50) One of the following values:• debug• info• warn• error• fatal

ROWID_OBJECT CHAR(14) CHARACTER(14) The rowid_object, if known.

DATA_XML CLOB CLOB XML associated with the auditable event: request, response, or JMS message. Populated only if the Include XML option is enabled (checked).Note: Passwords are never stored in the audit log. If a password exists in the XML stream (whether encrypted or not), Siperian Hub replaces the password with the text “******”.

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Using the Audit Log

CONTEXT_XML CLOB CLOB XML that might contain contextual information, such as configuration data, the URL that was invoked, trace for the execution of a match rule, and so on. If an error occurs, the request XML is always put in this column to ensure its capture in case auditing was not enabled for the SIF request that was invoked. Populated only if the Include XML option is enabled (checked).

ROWID_AUDIT_PREVIOUS

CHAR(14) CHARACTER(14) Reference to the ROWID_AUDIT of the related previous entry. For example, links a response entry to its corresponding request entry.

INTERACTION_ID NUMBER(19) BIGINT(8) Interaction ID. May be NULL since INTERACTION_ID is optional.

USERNAME VARCHAR2(50) VARCHAR(50) User that invoked the SIF request. Null for message queues.

FROM_SYSTEM VARCHAR2(50) VARCHAR(50) Source system for a SIF request, or Admin for message queues.

TO_SYSTEM VARCHAR2(50) VARCHAR(50) System to which the audited event is related.For example, API Requests to Hub set this to “Admin” and the responses are the system or null if not known (and vice-versa for Responses). Note that Activity Manager Actions set this value.

TABLE_NAME VARCHAR2(100) VARCHAR(100) Table in the Hub Store that is associated with this audited event.

CONTEXT VARCHAR2(255) VARCHAR(255) Metadata. For example, pkeySourceThis is null for audits from Hub, but may have values for Activity Manager and audits done through the SIF API.

Schema for the Audit Log Table (C_REPOS_AUDIT) (Cont.)

Name Oracle Type DB2 Type Description

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Using the Audit Log

Viewing the Audit Log

You can view the audit log using an external data management tool (not included with Siperian Hub), such as TOAD. The following example shows viewing the contents of the DATA_XML column in TOAD:

If available in the data management tool you use to view the log file, you can focus your viewing by filtering entries—by audit level (view only debug-level or info-level entries), by time (view entries within the past hour), by operation success / failure (show error entries only), and so on.

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Using the Audit Log

The following SQL statement is just one example:SELECT ROWID_AUDIT, FROM_SYSTEM, TO_SYSTEM, USERNAME, COMPONENT, ACTION, STATUS, TABLE_NAME, ROWID_OBJECT, ROWID_AUDIT_PREVIOUS, DATA_XML, CREATE_DATE FROM C_REPOS_AUDITWHERE CREATE_DATE >= TO_DATE('07/06/2006 12:23:00', 'MM/DD/YYYY HH24:MI:SS')ORDER BY CREATE_DATE

Sample Audit Log Entries

Here is an example C_REPOS_AUDIT with audit log entries. For this example, the XML data was not included.

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Using the Audit Log

Here is an example C_REPOS_AUDIT with audit log entries that includes the XML column. For this example, both Enable Audit and Include XML check boxes were enabled.

Periodically Purging the Audit Log

The audit log table can grow very large rapidly, particularly when capturing XML request and response information (when the Include XML option is enabled). Using tools provided by your database management system, consider setting up a scheduled job that periodically deletes records matching a particular filter (such as entries created more than 60 minutes ago).

The following SQL statement is just one example:DELETE FROM C_REPOS_AUDIT WHERE CREATE_DATE < (SYSDATE - 1) AND STATUS='INFO'

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Using the Audit Log

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Part 6

Appendixes

Contents• Appendix A, “Configuring International Data Support”

• Appendix B, “Backing Up and Restoring Siperian Hub”

• Appendix C, “Configuring User Exits”

• Appendix D, “Viewing Configuration Details”

• Appendix E, “Implementing Custom Buttons in Hub Console Tools”

• Appendix F, “Configuring Access to Hub Console Tools”

937

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A

Configuring International Data Support

This topic explains how to configure character sets in a Siperian Hub implementation. The database needs to support the character set you want to use, the terminal must be configured to support the character set you want to use, and the NLS_LANG environment variable must include the Oracle name for the character set used by your client terminal.

Appendix Contents• Configuring Unicode in Siperian Hub

• Configuring the ANSI Code Page (Windows Only)

• Configuring NLS_LANG

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Configuring Unicode in Siperian Hub

Configuring Unicode in Siperian HubThis section explains how to configure Siperian Hub to use Unicode Transfer Format (UTF8) encoding.

Creating and Configuring the Database

The Oracle database used for your Siperian Hub implementation must be created and configured to support the character set that you want to use. If your implementation will use mixed locale information (for example, data from multiple countries with different character sets or display requirements), in order for match to work correctly, you must set up a UTF8 Oracle database. If, however, the database will contain data from a single locale, a UTF8 database is probably not required.

To set up a UTF8 Oracle database, complete the following steps:1. Create a UTF8 database and choose the following settings:

• database character set: AL32UTF8

• national character set: AL16UTF16

Note: Oracle recommends using AL32UTF8 as the database character set for Oracle 10g. For previous Oracle releases, refer to your Oracle documentation.

2. Set NLS_LANG on both the server and the client:AMERICAN_AMERICA.AL32UTF8

Notes:

• The NLS_LANG setting should match the database character set.

• The language_territory portion of the NLS_LANG setting (represented as “AMERICA_AMERICA” in the above example) is locale-specific and might not be suitable for all Siperian Hub implementations. For example, a Japanese implementation might need to use the following setting instead: NLS_LANG=JAPANESE_JAPAN.AL32UTF8

• If you use AL32UTF8 (or even UTF8) as the database character set, then it is highly recommended that you set NLS_LENGTH_SEMANTICS to CHAR (in the Oracle init.ora file) when you instantiate the database. Doing so forces Oracle to default to CHAR (not BYTE) for variable length definitions.

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Configuring Unicode in Siperian Hub

The NLS_LENGTH_SEMANTICS setting affects all character-related variable types: VARCHAR, VARCHAR2, and CHAR.

3. Ensure that the Regional Font Settings are correctly configured on the client. For East Asian data, be sure to install East Asian fonts.

4. When editing data, the regional font settings should match the language being used.

5. If you are using a multi-byte character set in your Oracle database, you must change the following setting in the REPOS_DB_RELEASE table to zero (0):column_length_in_bytes_ind = 0

By default, this setting is one (1), which means that column lengths are declared as byte values. Changing this to zero (0) means that column lengths are declared as CHAR values in support of Unicode values.

Configuring Match Settings for Non-US Populations

This section describes how to configure match settings for non-United States populations. For an introduction, see “Population Sets” on page 326.

Configuring Populations

By default, Siperian Hub supports the population for the United States (provides a usa.ysp file in the default installation). If your implementation needs to use a population other than the US population, then additional analysis of the data is required.• If the data is exclusively from a different country, and Siperian provides a

population for that country, then use that population. Contact Siperian Support to obtain the population.ysp file that is appropriate for your implementation, along with instructions to enable the population.

• If the data is mostly from one country with very small amounts of mixed data from one or more other populations, consider using the majority population. Contact Siperian Support to obtain the population.ysp file for the majority population, along with any instructions.

• If large quantities of data from different countries are mixed, consider whether it is meaningful to match across such a disparate set of data. If so, then consider using

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Configuring Unicode in Siperian Hub

the “international” population. Contact Siperian Support to obtain the appropriate population.ysp file and instructions to enable the population.

• For all other situations, contact Siperian Support.

To configure match settings for UTF8:1. In the C_REPOS_SSA_POPULATION metadata table, enable the appropriate SSA_

POPULATION.

Contact Siperian Support to obtain the appropriate means to enable the population you want to use. The SSA_POPULATION defines the Standard Population Set to use for match purposes. A Standard Population Set contains the rules that define how the Key Building, Search Strategies, and Match Purposes operate on a particular population of data. There is one Standard Population set for each supported country, language, or population.

2. Copy the appropriate population.ysp file obtained from Siperian Support to the following location.

Windows

SIP_HOME\cleanse\resources\match

For example:C:\siperian\hub\cleanse\resources\match

Unix

SIP_HOME/hub/cleanse/

Note: Siperian ships the usa.ysp file by default. If you need to use the population set for a different country, contact Siperian Support to obtain the population.ysp file that is appropriate for your implementation, along with instructions to enable the population.

Configuring Encoding for Match Processing

To configure encoding for match processing, edit the cmxcleanse.properties file and add the following setting:cmx.server.match.server_encoding = 1

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Configuring Unicode in Siperian Hub

This setting helps with the processing of UTF8 characters during match, ensuring that all data is represented in UTF16 (although its representation in the database is still UTF8).

Using Multiple Populations Within a Single Base Object

Siperian Hub provides you with the ability to use multiple populations within a single base object. This is useful if data in a base object comes from different populations—for example, 70% of the records from the United States and 30% from China. Populations can vary on a record-by-record basis.

To use multiple (two or more) populations within a base object:1. Contact Siperian Support to obtain the applicable population.ysp file(s) for your

implementation, along with instructions for enabling the population.

2. For each population that you want to use, enable it in the C_REPOS_SSA_POPULATION metadata table (c_repos_ssa_population.enabled_ind=1).

3. Copy the applicable population.ysp file(s) obtained from Siperian Support to the following location.

Windows

SIP_HOME\cleanse\resources\match

For example:C:\siperian\hub\cleanse\resources\match

Unix

SIP_HOME/hub/cleanse/

4. Restart the application server.

5. In the Schema Manager, add a column to the base object that will contain the population to use for each record.

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Configuring Unicode in Siperian Hub

This must be a VARCHAR column with the physical name of SIP_POP.

Note: The width of the VARCHAR column must fit the largest population name in use. A width of 30 is probably sufficient for most implementations.

6. Configure the match column as an exact match column with the name of SIP_POP, according to the instructions in “Configuring Match Columns” on page 515.

7. For each record in the base object that will use a non-default population, provide (in the SIP_POP column) the name of the population to use instead.

• You can specify values for the SIP_POP column in any manner of ways—adding the data in the landing tables, using cleanse functions that calculate the values during the stage process, invoking SIF requests from external applications—even manually editing the cells using the Data Manager tool. The only requirement is that the SIP_POP cells must contain this data for all non-default populations just prior to executing the Generate Match Tokens process.

• The data in the SIP_POP column can be in any case (upper, lower, or mixed) because all alphabetic characters will be converted to lowercase in the match key table. For example, Us, US, and us are all valid values for this column.

• Invalid values in this column will be processed using the default population. Invalid values include NULLs, empty strings, and any string that does not match a population name as defined in c_repos_ssa_population.population_name.

8. Execute the Generate Match Tokens process on this base object to update the match key table.

9. Execute the match process on this base object.

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Note: The match process compares only records that share the same population. For example, it will compare Chinese records with Chinese records, and American records with American records. Any resulting match pairs will be between records that share the same population.

Cleanse Settings for Unicode• If you are using the Address Doctor cleanse libraries, ensure that you have the

right database and the unlock code for Address Doctor. You will need to obtain the Address Doctor database for all countries needed for your implementation. Contact Siperian Support for details.

• If you are using Trillium, make sure that you use the right template to create the project. Refer to the Trillium installation documentation to determine which countries are supported. Obtain country-specific projects from Trillium directly.

Data in Landing Tables

Make sure that the data that is pushed into the landing table is UTF8. This should be taken care of during the ETL process.

Hub Console

In the Hub Console, menus, warnings, and so on are in English. Current Siperian Hub UTF support applies only to business data—not metadata or the interface. The Hub Console will have UTF8 support in a future release.

Locale Recommendations for UNIX When Using UTF8

Many UNIX systems use incompatible character encodings to represent their local alphabets as binary data. This means that, for example, one string of text written on a Korean system will not work in a Chinese setting. However, you can make UNIX systems use UTF-8 encoding for any language. UTF-8 text encoding supports many languages so that one language does not interfere with another.

You can configure the system locale settings (which define settings for the system language) to use UTF-8 by completing the following steps:

Configuring International Data Support 945

Configuring the ANSI Code Page (Windows Only)

1. Run the following command:locale -a

2. Determine whether you can find a locale for your language with a name ending in .utf8.localedef -f UTF-8 -i en_US en_US.utf8

3. Once you know whether you have a locale that allows you to use UTF-8, instruct the UNIX system to use that locale.Export LC_ALL="en_US.utf8"export LANG="en_US.utf8"export LANGUAGE="en_US.utf8"

Configuring the ANSI Code Page (Windows Only)This section explains how to determine and configure the ANSI code page (ACP) in Windows.

Determining the ANSI Code Page

Like almost all Windows settings, the ACP is stored in the registry. To determine the ACP:1. From the Start menu, choose Run.

2. At the command prompt, type regedit and then click OK.

3. Browse the following registry entry:HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\Nls\CodePage\ACP

Note: There are many registry entries with very similar names, so be sure to look at the right place in the registry.

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Changing the ANSI Code Page

To change the ANSI Code Page in Windows, you need to configure locale and language settings in the Control Panel. The instructions differ for Windows XP and Windows 2003 systems. For instructions, refer to your Microsoft Windows documentation.

Note: On Windows XP systems, you might need to install support for non-Western languages.

Configuring NLS_LANGTo specify the locale behavior of your client Oracle software, you need to set your NLS_LANG setting, which specifies the language, territory, and the character set of your client. This section describes several ways in which to configure the NLS_LANG setting.

Syntax for NLS_LANG

The NLS setting uses the following format:NLS_LANG = LANGUAGE_TERRITORY.CHARACTERSET

where:

Note: The character set defined with the NLS_LANG parameter does not change your client's character set. Instead, it is used to let Oracle know which character set you are using on the client side so that Oracle can perform the proper conversion. The character set part of the NLS_LANG parameter is never inherited from the server.

Setting Description

LANGUAGE Specifies the language used for Oracle messages, as well as the names of days and months.

TERRITORY Specifies monetary and numeric formats, as well as territory and conventions for calculating week and day numbers.

CHARACTERSET Controls the character set used by the client application, or it matches your Windows code page, or it is set to UTF8 for a Unicode application.

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Configuring NLS_LANG

Configuring NLS_LANG in the Windows Registry

On Windows systems, you should make sure that you have set an NLS_LANG registry subkey for each of your Oracle Homes:

You can modify this subkey using the Windows Registry Editor:1. From the Start menu, choose Run...

2. At the command prompt, type regedit, and then click OK.

3. Edit the following registry entry:

For Oracle 10g:

HKEY_LOCAL_MACHINE\SOFTWARE\ORACLE\KEY_<oracle_home_name>

There you should have an entry with the name NLS_LANG.

When starting an Oracle tool (such as sqlplusw), the tool will read the contents of the oracle.key file located in the same directory to determine which registry tree will be used (therefore, which NLS_LANG subkey will be used).

Configuring NLS_LANG as an Environment Variable

Although the Windows Registry is the primary repository for settings in Windows systems, and it is the recommended way to configure NLS_LANG, there are alternatives. You can set NLS_LANG as a System or User Environment Variable in the System properties, although this is not the recommended approach. The configured setting will be used for all Oracle homes.

To check and modify system or user environment variables:1. Right-click the My Computer icon and choose Properties.

2. Click the Advanced tab.

3. Click Environment Variables.

• The User Variables list contains the settings for the currently logged-in Windows user.

• The System Variables list contains system-wide variables for all users.

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4. Change settings as needed.

Because these environment variables take precedence over the parameters specified in your Windows Registry, you should not set Oracle parameters at this location unless you have a very good reason. In particular, note that the ORACLE_HOME parameter is set on Unix but not on Windows.

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Configuring NLS_LANG

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B

Backing Up and Restoring Siperian Hub

This appendix explains how to back up and restore a Siperian Hub implementation.

Appendix Contents• Backing Up Siperian Hub

• Backup and Recovery Strategies for Siperian Hub

951

Backing Up Siperian Hub

Backing Up Siperian HubThis appendix describes backup and recovery strategies for Master Reference Manager (MRM) tables (permanent Hub tables) that are operated on by logging or non-logging operations.

Non-logging operations (such as CTAS, Direct Path SQL Load, and Direct Insert) are occasionally performed on permanent Hub tables to speed-up batch processes. These operations are not recorded in the redo logs and, as such, are not generally recoverable. However, recovery is possible if a backup is made immediately after the operations are completed.

Backup and recovery strategies are dependent on the value of the GLOBAL_NOLOGGING_IND column (in the C_REPOS_DB_RELEASE table), which turns non-logging operations on or off.

The GLOBAL_NOLOGGING_IND column has two possible values: • GLOBAL_NOLOGGING_IND = 1 (default), which indicates that non-logging

operations are enabled.

• GLOBAL_NOLOGGING_IND = 0, which indicates that non-logging operations are disabled.

Note: GLOBAL_NOLOGGING_IND controls non-logging operations for permanent Hub tables only, but not for transient tables that are used in Hub batch processes.

Backup and Recovery Strategies for Siperian HubDifferent backup and recovery strategies are required depending on whether non-logging operations are occurring, that is, depending on the GLOBAL_NOLOGGING_IND column value. This section describes the two different kinds of backup and recovery strategies: backup and recovery with non-logging operations, and backup and recovery without non-logging operations.

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Backup and Recovery With Non-Logging Operations

When non-logging operations on permanent Hub tables are enabled (GLOBAL_NOLOGGING_IND =1), the following Siperian Hub processes perform non-logging operations on permanent tables:• Staging with Delta Detection and Raw Detection

• Tokenization

• Match

• Merge

To recover changes that the non-logging operations make, you must perform an immediate back-up procedure.

Backup and Recovery Without Non-Logging Operations

If non-logging operations on permanent Hub tables are disabled (GLOBAL_NOLOGGING_IND = 0), redo logs can be used to ensure database recoverability.

To ensure database recoverability:1. Log on to sqlplus as the ors user.

2. Use the following command to update the C_REPOS_DB_RELEASE table to disable non-logging operations:Run sql: update c_repos_db_release set GLOBAL_NOLOGGING_IND = 0;COMMIT;

3. Use the following command to disable index creation with the non-logging option:Run sql: update c_repos_table set NOLOGGING_IND = 0;COMMIT;

4. Make sure that the database is running in the archive log mode.

5. Perform a database backup.

6. If recovery is needed, apply redo logs on the backup.

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C

Configuring User Exits

This chapter provides reference information for the various predefined Siperian Hub user exit procedures.

Appendix Contents• About User Exits

• Types of User Exits

955

About User Exits

About User ExitsA user exit is an unencrypted stored procedure that includes a set of fixed, pre-defined parameters. The procedure is configured, on a per-base object basis, to execute at a specific point during execution of a Siperian Hub batch job. For more information on how to view user exits with the User Object Registry Tool, see “Viewing User Exits” on page 912.

Note: The POST_LANDING, PRE_STAGE, and POST_STAGE user exits are only called from the batch Stage process. For more information, see “Stage Jobs” on page 745.

Siperian Hub automatically provides the appropriate input parameter values when it calls a user exit procedure. In addition, Siperian Hub automatically checks the return code returned by a user exit procedure. A negative return code causes the Hub process to terminate with an error condition.

A user exit must perform its own transaction handling. COMMITs / ROLLBACKs must be explicitly issued for any data manipulation operation(s) in a user exit, or in stored procedures called from user exits. However, this is not true for the Siperian SIF API requests (for example, Merge, Unmerge, and so on). Transactions for the API requests are handled by Java code. Any COMMITs / ROLLBACKs in such a case may cause a Java distributed transaction error.

Note: Dynamic SQL is recommended for all DML/DDL statements, as a user exit could access objects that only exist at run time.

Note: For Oracle databases, all user exit procedures are located in the cmxue package.

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Types of User ExitsHere are the various types of user exit procedures:

User Exits for the Stage Process

The POST_LANDING, PRE_STAGE, and POST_STAGE user exits are only called from the batch Stage process. For more information, see “Stage Jobs” on page 745.

User Exit Name Description

POST_LANDING Data in a Landing table can be refined using this user exit after the Landing table has been populated using an ETL process. For more information, see “POST_LANDING User Exit” on page 958.

PRE_STAGE Called before loading the data into a Staging table. For more information, see “PRE_STAGE User Exit” on page 959.

POST_STAGE Called after a Staging table has been populated. For more information, see “POST_STAGE User Exit” on page 959.

POST_LOAD Called after a Load batch job and after a Put API call. For more information, see “POST_LOAD User Exit” on page 961.

PRE_MATCH Called before a Match batch job.

POST_MATCH Called after a Match batch job. For more information, see “POST_MATCH User Exit” on page 962.

PRE_USER_MERGE_ASSIGNMENT

Called just before records to be merged are assigned to a user. For more information, see “PRE_USER_MERGE_ASSIGNMENT” on page 965.

POST_MERGE Called after a Merge or a Multi-Merge batch job and after a Merge API call. For more information, see “POST_MERGE User Exit” on page 963.

POST_UNMERGE Called after a Unmerge API call. For more information, see “POST_UNMERGE User Exit” on page 964.

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Types of User Exits

POST_LANDING User Exit

Use a POST_LANDING user exit for custom work on the landing table prior to delta detection. For example:• Hard delete detection

• Replace control characters with printable characters

• Perform any special pre-cleansing processes on Addresses

POST_LANDING Parameters

Parameter Name Description

IN_ROWID_JOB Job id for the Stage job, as registered in C_REPOS_JOB_CONTROL.

IN_LANDING_TABLE_NAME Source table for the Stage job

IN_STAGING_TABLE_NAME Target table for the Stage job

IN_PRL_TABLE_NAME Previous Landing table name; that is, the copy of the source data mapped to the staging table from the previous time the Stage job ran

OUT_ERROR_MESSAGE Error message.

OUT_RETURN_CODE Return code.

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PRE_STAGE User Exit

Use a PRE_STAGE user exit for any special handling of delta processes. For example, use a PRE_STAGE user exit to check delta volumes and determine whether they exceed pre-defined allowable delta volume limits (for example, “stop process if source system is System A and the number of deltas is greater than 500,000”).

PRE_STAGE Parameters

POST_STAGE User Exit

Use a POST_STAGE user exit for any special processing at the end of a Stage job.For example, use a POST_STAGE user exit for special handling of rejected records from the Stage job (for example, to automatically delete rejects for known, non-critical conditions).

Parameter Name Description

IN_ROWID_JOB Job id for the Stage job, as registered in C_REPOS_JOB_CONTROL.

IN_LANDING_TABLE_NAME Source table for the Stage job.

IN_STAGING_TABLE_NAME Target table for the Stage job.

IN_DLT_TABLE_NAME Delta table name; that is, the table containing the records identified as deltas.

OUT_ERROR_MESSAGE Error message.

OUT_RETURN_CODE Return code.

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Types of User Exits

POST_STAGE Parameters

Parameter Name Description

IN_ROWID_JOB Job id for the Stage job, as registered in c_repos_job_control.

IN_LANDING_TABLE_NAME Source table for the Stage job

IN_STAGING_TABLE_NAME Target table for the Stage job.

IN_PRL_TABLE_NAME Previous Landing table name; that is, the copy of the source data mapped to the staging table from the previous time the Stage job ran.

OUT_ERROR_MESSAGE Error message.

OUT_RETURN_CODE Return code.

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Types of User Exits

User Exits for the Load Process

POST_LOAD User Exit

Use a POST_LOAD user exit after an update or after an insert from Load.

For the Load process, the IN_ACTION_TABLE has the name of the work table containing the ROWID_OBJECT values to be inserted/updated.

POST_LOAD Parameters

Parameter Name Description

IN_ROWID_JOB Job id for the Load job, as registered in c_repos_job_control (Blank for the PUT).

IN_TABLE_NAME Name of the target table (Base Object / Relationship Table / Dependent Object) for the Load job.

IN_STAGE_TABLE Name of the source table for the Load job.

IN_ACTION_TABLE For the Load job, this is the name of the table containing the rows to be inserted or updated (staging_table_name_TINS for inserts, staging_table_name_TOPT for updates).

OUT_ERROR_MESSAGE Error message.

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Types of User Exits

User Exits for the Match Process

POST_MATCH User Exit

Use a POST_MATCH user exit for custom work on the match table.

For example, use a POST_MATCH user exit to manipulate matches in the match queue.

POST_MATCH Parameters

OUT_RETURN_CODE Return code.

Parameter Name Description

IN_ROWID_JOB Job id for the Match job, as registered in c_repos_job_control

IN_TABLE_NAME Base Object that the Match job is running on.

IN_MATCH_SET_NAME Match ruleset.

OUT_ERROR_MESSAGE Error message.

OUT_RETURN_CODE Return code.

Parameter Name Description

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User Exits for the Merge Process

POST_MERGE User Exit

Use a POST_MERGE user exit to perform custom work after the Merge process.

For example, use a POST_MERGE user exit to automatically match and merge child records affected by the match and merge of a parent record.

POST_MERGE Parameters

Parameter Name Description

IN_ROWID_JOB Job id for the Merge job, as registered in c_repos_job_control.

IN_TABLE_NAME Base Object that the Merge job is running on.

IN_ROWID_OBJECT_TABLE Bulk merge–action table.On-line merge–in line view.

OUT_ERROR_MESSAGE Error message.

OUT_RETURN_CODE Return code.

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Types of User Exits

User Exits for the Unmerge Process

POST_UNMERGE User Exit

Use a POST_UNMERGE user exit for custom work after the Unmerge process.

POST_UNMERGE Parameters

Parameter Name Description

IN_ROWID_JOB Job id for the Unmerge transaction, as registered in c_repos_job_control.

IN_TABLE_NAME Base Object that the Unmerge job is running on.

IN_ROWID_OBJECT Re-instated rowid_object.

OUT_ERROR_MESSAGE Error message.

OUT_RETURN_CODE Return code.

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Types of User Exits

Additional User Exits

PRE_USER_MERGE_ASSIGNMENT

Use this user exit to override or extend user assignment lists. This user exit procedure runs before the user merge assignment is updated. Note that user assignment lists are stored in C_REPOS_USER_MERGE_ASSIGNMENTS.

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Types of User Exits

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D

Viewing Configuration Details

This appendix explains how to view the configuration details in a Siperian Hub implementation using the Enterprise Manager in the Hub Console.

Appendix Contents• About the Enterprise Manager

• Starting the Enterprise Manager

• Enterprise Manager Properties

967

About the Enterprise Manager

About the Enterprise ManagerThe Enterprise Manager tool allows you to view properties and version histories for the Hub server, the cleanse servers, the ORS databases, and the Master Database.

Starting the Enterprise ManagerTo start the Enterprise Manager:1. Launch Siperian Hub.

2. In the Change Database window, choose Master Database.

3. In the Siperian Hub Console:

a. Click the Workbenches tab.

b. Expand the Configuration tree.

c. Select Enterprise Manager.

The Enterprise Manager screen is displayed.

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Enterprise Manager Properties

Enterprise Manager PropertiesThis section explains how to choose the different servers or databases to view, and lists the properties that the Enterprise Manager displays for the Hub server, cleanse server, and Master Database.

Choosing Properties to View

Before you can choose servers or databases to view, you must first start Enterprise Manager. See “Starting the Enterprise Manager” on page 968.

In the Enterprise Manager screen, from the Select a hub component menu, choose the type of information you want to view: Hub Servers, Cleanse Servers, Master database, or ORS databases. The screen displays properties that are specific for your choice.

When you click Version History, you see version information for the choice you made in the Select a hub component field. Version history is sorted in descending order of install start time. All version histories of hub components are similar to the graphic shown below.

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Enterprise Manager Properties

Hub Server Properties

When you choose Hub Server from the Select field, the Hub Server properties are displayed. Please see the cmxcleanse.properties file for more information.

To view more information about each property, slide your cursor or mouse over the property.

The following table describes Hub Server properties that the Enterprise Manager can display in the Properties tab, depending on your preference. These properties are found in the cmxserver.properties file (in the hub server installation directory), and are not configurable.

Property Name Explanation Property

Installation directory Installation directory of the Siperian Hub server

cmx.home= C:/siperian/hub/server

Master database type Type of Master database cmx.server.masterdatabase.type=ORACLE

Application server type

Type of application server: JBoss, Websphere, WebLogic

cmx.appserver.type=<application_server_name>

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Application server hostname

Optional property used to deploy MRM into the EJB cluster.

cmx.appserver.hostname=Clustername

RMI port Application server port (depends on the appserver type)default settings: 2809 for Websphere, 1099 for JBoss, 7001 for WebLogic

cmx.appserver.rmi.port=<port_#>

Naming protocol Naming protocol for the application server typeiiop for Websphere, jnp for JBoss, t3 for WebLogic

cmx.appserver.naming.protocol=Jnp

Initial heap size for Java web start JVM

Initial heap size for Java jnlp.initial-heap-size=128m

Maximum heap size for Java web start JVM

Maximum heap size for Java web start JVM

jnlp.max-heap-size=512m

Refresh interval for SAM resources in clock ticks

Refresh interval for SAM resourcesProperties are specific to the security access manager component within the hub server and used to manage cached resources for user profiles.

cmx.server.sam.cache.resources.refresh_interval=5

cmx.server.sam.cache.user_profile.refresh_interval=1

cmx.server.clock.tick_interval=60000

Refresh interval for SAM user profiles in clock ticks

Refresh interval for SAM user profiles

cmx.server.provider.userprofile.cacheable=falsecmx.server.provider.userprofile.expiration=60000

cmx.server.provider.userprofile.lifespan=60000

Clock tick duration in ms

Clock tick duration 60000

Cache user profiles false

User profile expiration duration in ms

60000

Property Name Explanation Property

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Cleanse Server Properties

When you choose Cleanse Server from the Select field, a list of the cleanse servers is displayed. When you select a cleanse server, Enterprise Manager displays its properties. If you place your mouse over the properties, the property values and their source are displayed.

User profile lifespan in ms

60000

Lookout dropdown limit

Number of entries that will be populated in a dropdown menu in the Data Manager and Merge Manager tools

sip.lookup.dropdown.limit=100

Java runtime environment vendor

Sun Microsystems Inc.

Property Name Explanation Property

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The following table describes Cleanse Server properties that the Enterprise Manager can display in the Properties tab, depending on your preference. These properties are found in the cmxcleanse.properties file.

Property Name Explanation Property

Siperian MRM Cleanse properties

Installation directory of the cleanse files

cmx.server.datalayer.cleanse.working_files.location=C:/siperian/hub/cleanse/tmp

? cmx.server.datalayer.cleanse.working_files=KEEP

? cmx.server.datalayer.cleanse.execution=LOCAL

Installation directory

Installation directory of the Siperian Hub server

cmx.home= C:/siperian/hub/server

Application server type

Type of application server: JBoss, Websphere, WebLogic.

cmx.appserver.type=<application_server_name>

Default port Application server port8880 for Websphere (this property is not applicable for JBoss and WebLogic)

cmx.appserver.soap.connector.port=<port_#>

Match properties Number of threads used cmx.server.match.num_of_threads=1

Number cmx.server.match.server_encoding=0

Number of records per match ranger node (limits memory use)

cmx.server.match.max_records_per_ranger_node=300

Number of threads used during cleaning activities

cmx.server.cleanse.num_of_threads=1

Address Doctor properties

Address Doctor cleanse library unlock code

Address Doctor cleanse library database path

Address Doctor optimization

Address Doctor memory setting

Address Doctor correction type

Address Doctor certified preload part

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Enterprise Manager Properties

Master Database Properties

When you choose Master Database from the Select field, the Master Database properties are displayed. The only database properties displayed are the database vendor and version.

Address Doctor certified preload full

Address Doctor correction preload part

Address Doctor correction preload full

Trillium properties Trillium cleanse library config file 1

Trillium cleanse library config file 2

Trillium cleanse library config file 3

Group 1 software Group One Enterprise Server cleanse library property configuration file

Group One cleanse library CDQ property configuration file

First Logic object FirstLogic cleanse library property configuration file

Property Name Explanation Property

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ORS Database Properties

When you choose ORS Database from the Select field, a list of the ORS databases is displayed. When a specific ORS is selected, the list of properties for that ORS is displayed.

The top panel contains a list of ORS databases that are registered with the Master Database. The bottom panel displays the properties and the version history of the ORS that is selected in the top panel. Properties of ORS include database vendor and version, as well as information from the C_REPOS_DB_RELEASE table. Version history is also kept in the C_REPOS_DB_VERSION table.

The following table describes the C_REPOS_DB_RELEASE properties that the Enterprise Manager displays for the ORS databases, depending on your preference.

Column Name Property Explanation

DEBUG_LEVEL_STR Debug level for the ORS database

ENVIRONMENT_ID

DEBUG_FILE_PATH Path to the location of the debug log

DEBUG_FILE_NAME Name of the ORS database debug log

DEBUG_IND Flag that indicates whether debug is enabled or not.0 = debug is not enabled1 = debug is enabled

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Enterprise Manager Properties

Environment Report

When you choose Environment from the Select field, the Enterprise Manager displays a summary of the properties of all the other choices, along with any associated error messages. This report can be downloaded in HTML format to a file system.

TNSNAME TNS name of the ORS database

CONNECTION_PORT Port on which the ORS database listens

ORACLE_SID Oracle database identifier

DATABASE_HOST Host on which the database is installed

INTER_SYSTEM_TIME_DELTA_SEC Delta-detection value, in seconds, which determines if the incoming data is in the future

COLUMN_LENGTH_IN_BYTES_IND Flag that the SQLLoader uses to determine if the database it is loading into is a UTF-8 databaseA default value of 1 means that the database is UTF-8.

LOAD_TEMPLATE

MTIP_REGENERATION_REQUIRED_IND Flag that indicates that the MTIP views will be regenerated before the match/merge process. The default value of 0 (zero) means that views will not be regenerated.

GLOBAL_NOLOGGING_IND This is used when tables are created to enable logging for DB recovery.The default of 1 means no logging.

Column Name Property Explanation

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E

Implementing Custom Buttons in Hub

Console Tools

This chapter explains how, in a Siperian Hub implementation, you can add custom buttons to tools in the Hub Console that allow you to invoke external services on demand.

Appendix Contents• About Custom Buttons in the Hub Console

• Adding Custom Buttons

977

About Custom Buttons in the Hub Console

About Custom Buttons in the Hub ConsoleIn your Siperian Hub implementation, you can provide Hub Console users with custom buttons that can be used to extend your Siperian Hub implementation. Custom buttons can provide users with on-demand, real-time access to specialized data services. Custom buttons can be added to Merge Manager and Hierarchy Manager.

Custom buttons can give users the ability to invoke a particular external service (such as retrieving data or computing results), perform a specialized operation (such as launching a workflow), and other tasks. Custom buttons can be designed to access data services by a wide range of service providers, including—but not limited to—enterprise applications (such as CRM or ERP applications), external service providers (such as foreign exchange calculators, publishers of financial market indexes, or government agencies), and even Siperian Hub itself (for more information, see the Siperian Services Integration Framework Guide).

For example, you could add a custom button that invokes a specialized cleanse function, offered as a Web service by a vendor, that cleanses data in the customer record that is currently selected in the Merge Manager screen. When the user clicks the button, the underlying code would capture the relevant data from the selected record, create a request (possibly including authentication information) in the format expected by the Web service, and then submit that request to the Web service for processing. When the results are returned, the Hub displays the information in a separate Swing dialog (if you created one and if you implemented this as a client custom function) with the customer rowid_object from Siperian Hub.

Custom buttons are not installed by default, nor are they required for every Siperian Hub implementation. For each custom button you need to implement a Java interface, package the implementation in a JAR file, and deploy it by running a command-line utility. To control the appearance of the custom button in the Hub Console, you can supply either text or an icon graphic in any Swing-compatible graphic format (such as JPG, PNG, or GIF).

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What Happens When a User Clicks a Custom Button

When a user selects a customer record then clicks a custom button in the Hub Console, the Hub Console invokes the request, passing content and context to the Java external (custom) service. Examples of the type of data include record keys and other data from a base object, package information, and so on. Execution is asynchronous—the user can continue to work in the Hub Console while the request is processed.

The custom code can process the service response as appropriate—log the results, display the data to the user in a separate Swing dialog (if custom-coded and the custom function is client-side), allow users to copy and paste the results into a data entry field, execute real-time PUT statements of the data back into the correct business objects, and so on.

custom button Hub Console

Java External Servicebase-object

datapackages

flkjljfflkjljfflkjljflog file

Swing dialog

data entry fields

businessobjects

PUT command

user requests

Hub

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About Custom Buttons in the Hub Console

How Custom Buttons Appear in the Hub Console

This section shows how custom buttons, once implemented, will appear in the Merge Manager and Hierarchy Manager tools of the Hub Console.

Custom Buttons in the Merge Manager

Custom buttons are displayed to the right of the top panel of the Merge Manager, in the same location as the regular Merge Manager buttons. This example shows a button called fx.

Custom Buttons in the Hierarchy Manager

Custom buttons are displayed in the top part of the top panel of the Hierarchy Manager screen, in the same location as other Hierarchy Manager buttons. This example shows a button called fx.

ButtonCustom

ButtonCustom

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Adding Custom Buttons

Adding Custom ButtonsTo add a custom button to the Hub Console in your Siperian Hub implementation, complete the following tasks:1. Determine the details of the external service that you want to invoke, such as the

format and parameters for request and response messages.

2. Write and package the business logic that the custom button will execute, as described in “Writing a Custom Function” on page 981.

3. Deploy the package so that it appears in the applicable tool(s) in the Hub Console, as described in “Deploying Custom Buttons” on page 986.

Once an external service button is visible in the Hub Console, users can click the button to invoke the service.

Writing a Custom Function

To build an external service invocation, you write a custom function that executes the application logic when a user clicks the custom button in the Hub Console. The application logic implements the following Java interface:

com.siperian.mrm.customfunctions.api.CustomFunction

To learn more about this interface, see the Javadoc that accompanies your Siperian Hub distribution.

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Adding Custom Buttons

Server-Based and Client-Based Custom Functions

Execution of the application logic occurs on either:

Example Custom Functions

This section provides the Java code for two example custom functions that implement the com.siperian.mrm.customfunctions.api.CustomFunction interface. The code simply prints (on standard error) information to the server log or the Hub Console log.

Example Client-Based Custom Function

The name of the client function class for the following sample code is com.siperian.mrm.customfunctions.test.TestFunction.

Environment Description

Client UI-based custom function—Recommended when you want to display elements in the user interface, such as a separate dialog that displays response information. To learn more, see “Example Client-Based Custom Function” on page 982.

Server Server-based custom button—Recommended when it is preferable to call the external service from the server for network or performance reasons. To learn more, see “Example Server-Based Function” on page 984.

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//=====================================================================//project: Siperian Master Reference Manager, Hierarchy Manager//---------------------------------------------------------------------//copyright: Siperian Inc. (c) 2008-2009. All rights reserved.//=====================================================================

package com.siperian.mrm.customfunctions.test;

import java.awt.Frame;import java.util.Properties;

import javax.swing.Icon;

import com.siperian.mrm.customfunctions.api.CustomFunction;

public class TestFunctionClient implements CustomFunction {

public void executeClient(Properties properties, Frame frame, String username, String password, String orsId, String baseObjectRowid, String baseObjectUid, String packageRowid, String packageUid, String[] recordIds) {

System.err.println("Called custom test function on the client with the following parameters:");

System.err.println("Username/Password: '" + username + "'/'" + password + "'");

System.err.println(" ORS Database ID: '" + orsId + "'");System.err.println("Base Object Rowid: '" + baseObjectRowid + "'");System.err.println(" Base Object UID: '" + baseObjectUid + "'");System.err.println(" Package Rowid: '" + packageRowid + "'");System.err.println(" Package UID: '" + packageUid + "'");System.err.println(" Record Ids: ");for(int i = 0; i < recordIds.length; i++) {

System.err.println(" '"+recordIds[i]+"'");}System.err.println(" Properties: " + properties.toString());

}

public void executeServer(Properties properties, String username, String password, String orsId, String baseObjectRowid, String baseObjectUid, String packageRowid, String packageUid, String[] recordIds) {

System.err.println("This method will never be called because getExecutionType() returns CLIENT_FUNCTION");

}

public String getActionText() { return "Test Client"; }

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public int getExecutionType() { return CLIENT_FUNCTION; }public Icon getGuiIcon() { return null; }

}

Example Server-Based Function

The name of the server function class for the following code is com.siperian.mrm.customfunctions.test.TestFunctionClient.

//=====================================================================//project: Siperian Master Reference Manager, Hierarchy Manager//---------------------------------------------------------------------//copyright: Siperian Inc. (c) 2008-2009. All rights reserved.//=====================================================================

package com.siperian.mrm.customfunctions.test;

import java.awt.Frame;import java.util.Properties;

import javax.swing.Icon;

import com.siperian.mrm.customfunctions.api.CustomFunction;

/** * This is a sample custom function that is executed on the Server. * To deploy this function, put it in a jar file and upload the jar file * to the DB using DeployCustomFunction. */public class TestFunction implements CustomFunction {

public String getActionText() {return "Test Server";

}public Icon getGuiIcon() {

return null;}

public void executeClient(Properties properties, Frame frame, String username, String password, String orsId, String baseObjectRowid, String baseObjectUid, String packageRowid, String packageUid, String[] recordIds) {

System.err.println("This method will never be called because getExecutionType() returns SERVER_FUNCTION");

}

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public void executeServer(Properties properties, String username, String password, String orsId, String baseObjectRowid, String baseObjectUid, String packageRowid, String packageUid, String[] recordIds) {

System.err.println("Called custom test function on the server with the following parameters:");

System.err.println("Username/Password: '" + username + "'/'" + password + "'");

System.err.println(" ORS Database ID: '" + orsId + "'");System.err.println("Base Object Rowid: '" + baseObjectRowid + "'");System.err.println(" Base Object UID: '" + baseObjectUid + "'");System.err.println(" Package Rowid: '" + packageRowid + "'");System.err.println(" Package UID: '" + packageUid + "'");System.err.println(" Record Ids: ");for(int i = 0; i < recordIds.length; i++) {

System.err.println(" '"+recordIds[i]+"'");}System.err.println(" Properties: " + properties.toString());

}

public int getExecutionType() {return SERVER_FUNCTION;

}}

Controlling the Custom Button Appearance

To control the appearance of the custom button in the Hub Console, you implement one of the following methods in the com.siperian.mrm.customfunctions.api.CustomFunction interface:

Custom buttons are displayed alphabetically by name in the Hub Console.

Method Description

getActionText Specify the text for the button label. Uses the default visual appearance for custom buttons.

getGuiIcon Specify the icon graphic in any Swing-compatible graphic format (such as JPG, PNG, or GIF). This image file can be bundled with the JAR file for this custom function.

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Deploying Custom Buttons

Before you can see the custom buttons in the Hub Console, you need to explicitly add them using the DeployCustomFunction utility from the command line.

To deploy custom buttons:1. Open a command prompt.

2. Run the DeployCustomFunction utility by specifying following command at the command prompt:

3. At the respective prompts, specify the following information:

d. Database host.

e. Port

f. Service

g. Login username

h. Login password

4. When prompted, specify database connection information:

• database host, port, service, login username, and password

5. The DeployCustomFunction tool displays a menu of the following options.

Label Description

(L)ist Displays a list of currently-defined custom buttons.

(A)dd Adds a new custom button. The DeployCustomFunction tool prompts you to specify:• the JAR file for your custom button• the name of the custom function class that implements the

com.siperian.mrm.customfunctions.api.CustomFunction interface

• the type of the custom button: m—Merge Manager, h—Hierarchy Manager (you can specify one or two letters)

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6. When you have finished choosing your actions, choose (Q)uit.

7. Refresh the browser window to display the custom button you just added.

8. Test your custom button to ensure that it works properly.

(U)pdate Updates the JAR file for an existing custom button. The DeployCustomFunction tool prompts you to specify:• the rowID of the custom button to update• the JAR file for your custom button• the name of the custom function class that implements the

com.siperian.mrm.customfunctions.api.CustomFunction interface

• the type of the custom button: m—Merge Manager, h—Hierarchy Manager (you can specify one or two letters)

(C)hange Type Changes the type of an existing custom button. The DeployCustomFunction tool prompts you to specify:• the rowID of the custom button to update• the type of the custom button: m—Merge Manager, and /or

h—Hierarchy Manager (you can specify one or two letters)

(S)et Properties Specify a properties file, which defines name/value pairs that the custom function requires at execution time (name=value). The DeployCustomFunction tool prompts you to specify the properties file to use.

(D)elete Deletes an existing custom button. The DeployCustomFunction tool prompts you to specify the rowID of the custom button to delete.

(Q)uit Exits the DeployCustomFunction tool.

Label Description

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Configuring Access to Hub Console Tools

Appendix Contents• About User Access to Hub Console Tools

• Starting the Tool Access Tool

• Granting User Access to Tools and Processes

• Revoking User Access to Tools and Processes

About User Access to Hub Console ToolsFor users who will be using the Hub Console in their jobs, you can control access privileges to Hub Console tools. For example, data stewards typically have access to only the Data Manager and Merge Manager tools.

You use the Tool Access tool in the Configuration workbench to configure access to Hub Console tools. To use the Tool Access tool, you must be connected to the master database.

Note: The Tool Access tool applies only to Siperian Hub users who are not configured as administrators (users who do not have the Administrator check box selected in the Users tool, as described in “Editing User Accounts” on page 870).

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Starting the Tool Access Tool

Starting the Tool Access ToolTo start the Tool Access tool:1. In the Hub Console, connect to the master database, if you have not already done

so.

2. Expand the Configuration workbench and click Tool Access.

The Hub Console displays the Tool Access tool.

In the above example, the cmx_global user account exists only to store the global password policy, which is described in “Managing the Global Password Policy” on page 877.

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Granting User Access to Tools and Processes

Granting User Access to Tools and ProcessesTo grant user access to Hub Console tools and processes for a specific Siperian Hub user:1. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

2. In the Tool Access tool, scroll the User list and select the user that you want to configure.

3. Do one of the following:

• In the Available processes list, select a process to which you want to grant access.

• In the Available workbenches list, select a workbench containing the tool(s) to which you want to grant access.

4. Click the button.

The Tool Access tool adds the selected tool or process to the Accessible tools and processes list. Granting access to a process automatically grants access to any tool that the process uses. Granting access to a tool automatically grants access to any process that uses the tool.

The user will have access to these processes and tools for every ORS to which they have access. You cannot give a user access to one tool for one ORS and another tool for a different ORS.

Note: If you want to grant access to only some of the tools in a workbench, then expand the associated workbench in the Accessible tools and processes list, select the tool, and revoke access according to the instructions in the next section, “Revoking User Access to Tools and Processes” on page 992.

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Revoking User Access to Tools and Processes

Revoking User Access to Tools and ProcessesTo revoke user access to Hub Console tools and processes for a specific Siperian Hub user:1. Acquire a write lock. To learn more, see “Acquiring a Write Lock” on page 30.

2. In the Tool Access tool, scroll the User list and select the user that you want to configure.

3. Scroll the Accessible tools and processes list and select the process, workbench, or tool to which you want to revoke access.

To select a tool, expand the associated workbench.

4. Click the button.

The Tool Access tool prompts you to confirm that you want to remove the access.

5. Click Yes.

The Tool Access tool removes the selected item from the Accessible tools and processes list. Revoking access to a process automatically revokes access to any tool that the process uses. Revoking access to a tool automatically revokes access to any process that uses the tool.

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Glossary

accept limit

A number that determines the acceptability of a match. The accept limit is defined by Siperian within a population in accordance with its match purpose.

active state (records)

This is a state associated with a base object or cross reference record. A base object record is active if at least one of its cross reference records is active. A cross reference record contributes to the consolidated base object only if it is active.

Active records participate in Hub processes by default. These are the records that are available to participate in any operation. If records are required to go through an approval process, then these records have been through that process and have been approved.

Activity Manager

Siperian Activity Manager (AM) evaluates data events, synchronizes master data, and delivers unified views of reference and activity data from disparate sources. AM builds upon the extensible, template-driven schema of Siperian Hub and uses the rules-based, configurable approach to combining reference, relationship, and activity data. It conducts a rules evaluation using a combination of reference, transactional, and analytical data from disparate sources. It also conducts an event-driven, rules-based orchestration of data write-backs to selected sources, and performs other event-driven, rules-based actions to centralize data integration and delivery of relevant data to

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subscribing users and applications. AM has an intuitive, powerful UI for defining, designing, delivering, and managing unified views to downstream applications and systems, as well as built-in lineage, history, and audit functionality.

Admin source system

Default source system. Used for manual trust overrides and data edits from the Data Manager or Merge Manager tools. See source system.

administrator

Siperian Hub user who has the primary responsibility for configuring the Siperian Hub system. Administrators access Siperian Hub through the Hub Console, and use Siperian Hub tools to configure the objects in the Hub Store, and create and modify Siperian Hub security.

authentication

Process of verifying the identity of a user to ensure that they are who they claim to be. In Siperian Hub, users are authenticated based on their supplied credentials—user name / password, security payload, or a combination of both. Siperian Hub provides an internal authentication mechanism and also supports user authentication via third-party authentication providers. See credentials, security payload.

authorization

Process of determining whether a user has sufficient privileges to access a requested Siperian Hub resource. In Siperian Hub, resource privileges are allocated to roles. Users and user groups are assigned to roles. A user’s resource privileges are determined by the roles to which they are assigned, as well as by the roles assigned to the user group(s) to which the user belongs. See user, user group, role, resource, and privilege.

automerge

Process of merging records automatically. For merge-style base objects only. Match rules can result in automatic merging or manual merging. A match rule that instructs

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Siperian Hub to perform an automerge will combine two or more records of a base object table automatically, without manual intervention. See manual merge.

base object

A table that contains information about an entity that is relevant to your business, such as customer or account.

batch group

A collection of individual batch jobs (for example, Stage, Load, and Match jobs) that can be executed with a single command. Each batch job in a group can be executed sequentially or in parallel to other jobs. See also batch job.

batch job

A program that, when executed, completes a discrete unite of work (a process). For example, the Match job carries out the match process, checking the specified match condition for the records of a base object table and then queueing the matched records for either automerge (Automerge job) or manual merge (Manual Merge job). See also batch group.

batch mode

Way of interacting with Siperian Hub via batch jobs, which can be executed in the Hub Console or using third-party management tools to schedule and execute batch jobs (in the form of stored procedures) on the database server. See also real-time mode, batch job, batch group, stored procedure.

best version of the truth

A record that has been consolidated with the best cells of data from the source records. Sometimes abbreviated as BVT. • For merge-style base objects, the base object record is the BVT record, and is built

by consolidating the most-trustworthy cell values from the corresponding source records.

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BI vendor

A company that produces Business Intelligence software products.

Build Match Group (BMG)

The process for removing redundant matching in advance of the consolidate process. For example, suppose a base object had the following match pairs:• record 1 matches to record 2

• record 2 matches to record 3

• record 3 matches to record 4

After running the match process and creating build match groups, and before the running consolidation process, you might see the following records:• record 2 matches to record 1

• record 3 matches to record 1

• record 4 matches to record 1

bulk merge

See automerge.

BVT

See best version of the truth.

cascade delete

When the Delete stored procedure deletes records in the parent object, it also removes the affected records in the child base object. To enable a cascade delete operation, set the CASCADE_DELETE_IND parameter to 1. The Delete job checks each child BO table for related data that should be deleted given the removal of the parent BO record.

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If you do not set this parameter, Siperian Hub generates an error message if there are child base object records referencing the deleted base object record; the Delete job fails, and Siperian Hub performs a rollback operation for the associated data.

cascade unmerge

When records in a parent object are unmerged, Siperian Hub also unmerges affected records in the child base object.

See also: linear unmerge, tree unmerge.

cell

Intersection of a column and a record in a table. A cell contains a data value or null.

change list

List of changes to make to a target repository. A change is an operation in the change list—such as adding a base object or updating properties in a match rule—that is executed against the target repository. Change lists represent the list of differences between Hub repositories. See also creation change list, comparison change list, Metadata Manager.

cleanse

See data cleansing.

cleanse engine

A cleanse engine is a third party product used to perform data cleansing with the Siperian Hub.

cleanse function

Code changes the incoming data during Stage jobs, converting each input string to an output string. Typically, these functions are used to standardize data and thereby

Glossary 997

optimize the match process. By combining multiple cleanse functions, you can perform complex filtering and standardization. See also data cleansing, internal cleanse.

cleanse list

A logical grouping of rules for replacing parts of an input string during the cleanse process. See cleanse function, data cleansing.

Cleanse Match Server

The Cleanse Match Server run-time component is a servlet that handles cleanse requests. This servlet is deployed in an application server environment. The servlet contains two server components:• a cleanse server that handles data cleansing operations

• a match server that handles match operations

The Cleanse Match Server is multi-threaded so that each instance can process multiple requests concurrently. It can be deployed on a variety of application servers.

The Cleanse Match Server interfaces with any of the supported cleanse engines, such as the Trillium Director cleanse engine. The Cleanse Match Server and the cleanse engine work to standardize the data. This standardization works closely with the Siperian Consolidation Engine (formerly referred to as the Merge Engine) to optimize the data for consolidation.

column

In a table, a set of data values of a particular type, one for each row of the table. See system column, user-defined column.

comparison change list

A change list that is the result of comparing the contents of two repositories and generating the list of changes to make to the target repository. Comparison change lists are used in Metadata Manager when promoting or importing design objects. See also change list, creation change list, Metadata Manager.

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complete match tracking

The display of the complete or original match chain that caused two records to be matched through intermediate records.

conditional mapping

A mapping between a column in a landing table and a staging table that uses a SQL WHERE clause to conditionally select only those records in the landing table that meet the filter condition. See mapping, distinct mapping.

Configuration workbench

Includes tools for configuring a variety of Hub objects, including, the ORS, users, security, message queues, and metadata validation.

consolidation process

Process of merging or linking duplicate records into a single record. The goal in Siperian Hub is to identify and eliminate all duplicate data and to merge or link them together into a single, consolidated record while maintaining full traceability.

consolidation indicator

Represents the consolidation state of a record in a base object. Stored in the CONSOLIDATION_IND column. The consolidation indicator is one of the following values:

Indicator Value State Name Description

1 CONSOLIDATED Indicates the record has been through the match and merge process.

2 UNMERGED Indicates that the record has gone through the match process.

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control table

A type of system table in an ORS that Siperian Hub automatically creates for a base object. Control tables are used in support of the load, merge, and unmerge processes. For each trust-enabled column in a base object, Siperian Hub maintains a record (the last update date and an identifier of the source system) in a corresponding control table.

creation change list

A change list that is the result of exporting the contents of a repository. Creation change lists are used in Metadata Manager for importing design objects. See also change list, comparison change list, Metadata Manager.

credentials

What a user supplies at login time to gain access to Siperian Hub resources. Credentials are used during the authorization process to determine whether a user is who they claim to be. Login credentials might be a user name and password, a security payload (such as a security token or some other binary data), or a combination of user name/password and security payload. See authentication, security payload.

3 QUEUED_FOR_MATCH Indicates that the record is ready to be put through the match process against the rest of the records in the base object.

4 NEWLY_LOADED Indicates that the record has been newly loaded into the base object and has not gone through the match process.

9 ON_HOLD Indicates that the Data Steward has put the record on hold, to deal with later.

Indicator Value State Name Description

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cross-reference table

A type of system table in an ORS that Siperian Hub automatically creates for a base object. For each record of the base object, the cross-reference table contains zero to n (0-n) records per source system. This record contains the primary key from the source system and the most recent value that the source system has provided for each cell in the base object table.

Customer Data Integration (CDI)

A discipline within Master Data Management (MDM) that focuses on customer master data and its related attributes. See master data.

Data Access Services

These application server level capabilities enable Siperian Hub to support multiple modes of data access and expose numerous Siperian Hub data services via the Siperian Services Integration Framework (SIF). This facilitates both real-time synchronous integration, as well as asynchronous integration.

database

Organized collection of data in the Hub Store. Siperian Hub supports two types of databases: a Master Database and an Operational Record Store (Operational Record Store). See Master Database, Operational Record Store (ORS), and Hub Store.

data cleansing

The process of standardizing data content and layout, decomposing and parsing text values into identifiable elements, verifying identifiable values (such as zip codes) against data libraries, and replacing incorrect values with correct values from data libraries. See cleanse function.

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Data Manager

Tool used to review the results of all merges—including automatic merges—and to correct data content if necessary. It provides you with a view of the data lineage for each base object record. The Data Manager also allows you to unmerge previously merged records, and to view different types of history on each consolidated record.

Use the Data Manager tool to search for records, view their cross-references, unmerge records, unlink records, view history records, create new records, edit records, and override trust settings. The Data Manager displays all records that meet the search criteria you define.

datasource

In the application server environment, a datasource is a JDBC resource that identifies information about a database, such as the location of the database server, the database name, the database user ID and password, and so on. Siperian Hub needs this information to communicate with an ORS.

data steward

Siperian Hub user who has the primary responsibility for data quality. Data stewards access Siperian Hub through the Hub Console, and use Siperian Hub tools to configure the objects in the Hub Store.

Data Steward workbench

Part of the Siperian Hub UI used to review consolidated data as well as matched data queued for exception handling by data analysts or stewards who understand the data semantics and are guardians of data reliability in an organization.

Includes tools for using the Data Manager, Merge Manager, and Hierarchy Manager.

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data type

Defines the characteristics of permitted values in a table column—characters, numbers, dates, binary data, and so on. Siperian Hub uses a common set of data types for columns that map directly data types for the database platform (Oracle or DB2) used in your Siperian Hub implementation.

decay curve

Visually shows the way that trust decays over time. Its shape is determined by the configured decay type and decay period. See decay period, decay type.

decay period

The amount of time (days, weeks, months, quarters, and years) that it takes for the trust level to decay from the maximum trust level to the minimum trust level. See decay curve, decay type.

decay type

The way that the trust level decreases during the decay period. See linear decay, RISL decay, SIRL decay, decay curve, decay period.

deleted state (records)

Deleted records are records that are no longer desired to be part of the Hub’s data. These records are not used in process (unless specifically requested). Records can only be deleted explicitly and once deleted can be restored if desired. When a record that is Pending is deleted, it is permanently deleted and cannot be restored.

delta detection

During the stage process, Siperian Hub only processes new or changed records when this feature is enabled. Delta detection can be done either by comparing entire records or via a date column.

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dependent object

A table that is used to store detail information about the records in a base object (for example, supplemental notes). One record in a base object table can map to multiple records in a dependent object table.

design object

Parts of the metadata used to define the schema and other configuration settings for an implementation. Design objects include instances of the following types of Siperian Hub objects: base objects and columns, landing and staging tables, columns, indexes, relationships, mappings, cleanse functions, queries and packages, trust settings, validation and match rules, Security Access Manager definitions, Hierarchy Manager definitions, and other settings. See metadata, Metadata Manager.

distinct mapping

A mapping between a column in a landing table and a staging table that selects only the distinct records from the landing table. Using distinct mapping is useful in situations in which you have a single landing table feeding multiple staging tables and the landing table is denormalized (for example, it contains both customer and address data). See mapping, conditional mapping.

distinct source system

A source system that provides data that gets inserted into the base object without being consolidated. See source system.

distribution

Process of distributing the master record data to other applications or databases after the best version of the truth has been establish via reconciliation. See reconciliation, publish.

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downgrade

Operation that occurs when inserting or updating data using the load process or using CleansePut & Put APIs when a validation rule reduces the trust for a record by a percentage.

duplicate

One or more records in which the data in certain columns (such as name, address, or organization data) is identical or nearly identical. Match rules executed during the match process determine whether two records are sufficiently similar to be considered duplicates for consolidation purposes.

entity

In Hierarchy Manager, an entity is a typed object that can be related to other entities. Examples of entities are: individual, organization, product, and household. See entity type.

entity base object

An entity base object is a base object used to store information about Hierarchy Manager entities. See entity type and entity.

entity type

In Hierarchy Manager, entity types define the kinds of objects that can be related using Hierarchy Manager. Examples are individual, organization, product, and household. All entities with the same entity type are stored in the same entity base object. In the HM Configuration tool, entity types are displayed in the navigation tree under the Entity Object with which the Type is associated. See entity.

exact match

A match / search strategy that matches only records that are identical. If you specify an exact match, you can define only exact match columns for this base object

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(exact-match base objects cannot have fuzzy match columns). A base object that uses the exact match / search strategy is called an exact-match base object. See also match / search strategy, fuzzy match.

exclusive lock

In the Hub Console, a lock that is required in order to make exclusive changes to the underlying schema. An exclusive lock prevents all other Hub Console users from making changes to the target database at the same time. An exclusive lock must be released by the user with the exclusive lock; it cannot be cleared by another user. See write lock.

execution path

The sequence in which batch jobs are executed when the entire batch group is executed in the Siperian Hub. The execution path begins with the Start node and ends with the End node. The Batch Group tool does not validate the execution sequence for you—it is up to you to ensure that the execution sequence is correct.

export process

In Metadata Manager, the process of exporting metadata in a repository to a portable change list XML file, which can then be used to import design objects into another repository or to save it in a source control system for archival purposes. The export process copies all supported design objects to the change list XML file. See also Metadata Manager, validation process, import process, promotion process, change list.

external application user

Siperian Hub user who access Siperian Hub data indirectly via third-party applications.

external cleanse

The process of cleansing data prior to populating the landing tables. External cleansing is typically performed outside of Siperian Hub using an extract-transform-load (ETL)

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tool or some other data cleansing utility. See also data cleansing, extract-transform-load (ETL) tool, internal cleanse.

external match

Process that allows you to match new data (stored in a separate input table) with existing data in a fuzzy-match base object, test for matches, and inspect the results—all without actually changing data in the base object in any way, or changing the match table associated with the base object.

extract-transform-load (ETL) tool

A software tool (external to Siperian Hub) that extracts data from a source system, transforms the data (using rules, lookup tables, and other functionality) to convert it to the desired state, and then loads (writes) the data to a target database. For Siperian Hub implementations, ETL tools are used to extract data from source systems and populate the landing tables. See also data cleansing, external cleanse.

foreign key

In a relational database, a column (or set of columns) whose value corresponds to a primary key value in another table (or, in rare cases, the same table). The foreign key acts as a pointer to the other table. For example, the Department_Number column in the Employee table would be a foreign key that points to the primary key of the Department table.

fuzzy match

A match / search strategy that uses probabilistic matching, which takes into account spelling variations, possible misspellings, and other differences that can make matching records non-identical. If selected, Siperian Hub adds a special column (Fuzzy Match Key) to the base object. This column is the primary field used during searching and matching to generate match candidates for this base object. All fuzzy base objects have one and only one Fuzzy Match Key. A base object that uses the fuzzy match / search strategy is called a fuzzy-match base object. Using fuzzy match requires a selected population. See also match / search strategy, exact match, and population.

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global business identifier (GBID)

A column that contains common identifiers (key values) that allow you to uniquely and globally identify a record based on your business needs. Examples include:• identifiers defined by applications external to Siperian Hub, such as ERP or CRM

systems.

• Identifiers defined by external organizations, such as industry-specific codes (AMA numbers, DEA numbers. and so on), or government-issued identifiers (social security number, tax ID number, driver’s license number, and so on).

hard delete

A base object or XREF record is physically removed from the database. See soft delete.

Hierarchies Tool

Siperian Hub administrators use the design-time Siperian Hierarchies tool (was previously the “Hierarchy Manager Configuration Tool”) to set up the structures required to view and manipulate data relationships in Hierarchy Manager. Use the Hierarchies tool to define Hierarchy Manager components—such as entity types, hierarchies, relationships types, packages, and profiles—for your Siperian Hub implementation. See Hierarchy Manager.

The Hierarchies tool is accessible via the Model workbench.

Hierarchy Manager

Part of the Siperian Hub UI used to set up the structures required to view and manipulate data relationships. Siperian Hierarchy Manager (Hierarchy Manager or HM) builds on Siperian Master Reference Manager (MRM) and the repository managed by Siperian Hub for reference and relationship data. Hierarchy Manager gives you visibility into how relationships correlate between systems, enabling you to discover opportunities for more effective customer service, to maximize profits, or to enact compliance with established standards.

The Hierarchy Manager tool is accessible via the Data Steward workbench.

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hierarchy

In Hierarchy Manager, a set of relationship types. These relationship types are not ranked based on the place of the entities of the hierarchy, nor are they necessarily related to each other. They are merely relationship types that are grouped together for ease of classification and identification. See hierarchy type, relationship, relationship type.

hierarchy type

In Hierarchy Manager, a logical classification of hierarchies. The hierarchy type is the general class of hierarchy under which a particular relationship falls. See hierarchy.

history table

A type of table in an ORS that contains historical information about changes to an associated table. History tables provide detailed change-tracking options, including merge and unmerge history, history of the pre-cleansed data, history of the base object, and history of the cross-reference.

HM package

A Hierarchy Manager package represents a subset of an MRM package and contains the metadata needed by Hierarchy Manager.

hotspot

In business data, a group of records representing overmatched data—a large intersection of matches.

Hub Console

Siperian Hub user interface that comprises a set of tools for administrators and data stewards. Each tool allows users to perform a specific action, or a set of related actions, such as building the data model, running batch jobs, configuring the data flow, running

Glossary 1009

batch jobs, configuring external application access to Siperian Hub resources, and other system configuration and operation tasks.

hub object

A generic term for various types of objects defined in the Hub that contain information about your business entities. Some examples include: base objects, dependent objects, cross reference tables, and any object in the hub that you can associate with reporting metrics.

Hub Server

A run-time component in the middle tier (application server) used for core and common services, including access, security, and session management.

Hub Store

In a Siperian Hub implementation, the database that contains the Master Database and one or more Operational Record Store (ORS) database. See Master Database, Operational Record Store (ORS).

immutable source

A data source that always provides the best, final version of the truth for a base object. Records from an immutable source will be accepted as unique and, once a record from that source has been fully consolidated, it will not be changed—even in the event of a merge. Immutable sources are also distinct systems. For all source records from an immutable source system, the consolidation indicator for Load and PUT is always 1 (consolidated record).

implementer

Siperian Hub user who has the primary responsibility for designing, developing, testing, and deploying Siperian Hub according to the requirements of an organization. Tasks include (but are not limited to) creating design objects, building the schema, defining match rules, performance tuning, and other activities.

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import process

In Metadata Manager, the process of adding design objects from a library or change list to a repository. The design object does not already exist in the target repository. See also Metadata Manager, validation process, promotion process, change list.

incremental load

Any load process that occurs after a base object has undergone its initial data load. Called incremental loading because only new or updated data is loaded into the base object. Duplicate data is ignored. See initial data load.

initial data load

The very first time that you data is loaded into an empty base object. During the initial data load, all records in the staging table are inserted into the base object as new records.

Insight Manager

The Insight Manager is a Siperian Hub product that generates reporting metadata for data in the Hub Store, including information about data quality, hub performance, and data steward productivity. Insight Manager uses this reporting metadata to create reports and metrics for this data. In addition, third-party reporting tools can be integrated into the Siperian Hub for report generation.

internal cleanse

The process of cleansing data during the stage process, when data is copied from landing tables to the appropriate staging tables. Internal cleansing occurs inside Siperian Hub using configured cleanse functions that are executed by the Cleanse Match Server in conjunction with a supported cleanse engine. See also data cleansing, cleanse engine, external cleanse.

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job execution log

In the Batch Viewer and Batch Group tools, a log that shows job completion status with any associated messages, such as success, failure, or warning.

job execution script

For Siperian Hub implementations, a script that is used in job scheduling software (such as Tivoli or CA Unicenter) that executes Siperian Hub batch jobs via stored procedures.

key match job

A Siperian Hub batch job that matches records from two or more sources when these sources use the same primary key. Key Match jobs compare new records to each other and to existing records, and then identify potential matches based on the comparison of source record keys as defined by the primary key match rules. See primary key match rule, match process.

key type

Identifies important characteristics about the match key to help Siperian Hub generate keys correctly and conduct better searches. Siperian Hub provides the following match key types: Person_Name, Organization_Name, and Address_Part1. See match process.

key width

During match, determines how fast searches are during match, the number of possible match candidates returned, and how much disk space the keys consume. Key width options are Standard, Extended, Limited, and Preferred. Key widths apply to fuzzy match objects only. See match process.

land process

Process of populating landing tables from a source system. See source system, landing table.

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landing table

A table where a source system puts data that will be processed by Siperian Hub.

linear decay

The trust level decreases in a straight line from the maximum trust to the minimum trust. See decay type, trust.

linear unmerge

A base object record is unmerged and taken out of the existing merge tree structure. Only the unmerged base object record itself will come out the merge tree structure, and all base object records below it in the merge tree will stay in the original merge tree.

See also: cascade unmerge, tree unmerge.

load insert

When records are inserted into the target table (base object or dependent object). During the load process, if a record in the staging table does not already exist in the target table, then Siperian Hub inserts the record into the target table. See load process, load update.

load process

Process of loading data from a staging table into the corresponding base object or dependent object in the Hub Store. If the new data overlaps with existing data in the Hub Store, Siperian Hub uses trust settings and validation rules to determine which value is more reliable. See trust, validation rule, load insert, load update.

load update

When records are inserted into the target table (base object or dependent object). During the load process, if a record in the staging table does not already exist in the

Glossary 1013

target table, then Siperian Hub inserts the record into the target table. See load process, load insert.

lock

See write lock, exclusive lock.

lookup

Process of retrieving a data value from a parent table during Load jobs. In Siperian Hub, when configuring a staging table associated with a base object, if a foreign key column in the staging table (as the child table) is related to the primary key in a parent table, you can configure a lookup to retrieve data from that parent table.

manual merge

Process of merging records manually. Match rules can result in automatic merging or manual merging. A match rule that instructs Siperian Hub to perform a manual merge identifies records that have enough points of similarity to warrant attention from a data steward, but not enough points of similarity to allow the system to automatically merge the records. See automerge.

manual unmerge

Process of unmerging records manually. See manual merge.

mapping

Defines a set of transformations that are applied to source data. Mappings are used during the stage process (or using the SiperianClient CleansePut API request) to transfer data from a landing table to a staging table. A mapping identifies the source column in the landing table and the target column to populate in the staging table, along with any intermediate cleanse functions used to clean the data. See conditional mapping, distinct mapping.

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master data

A collection of common, core entities—along with their attributes and their values—that are considered critical to a company's business, and that are required for use in two or more systems or business processes. Examples of master data include customer, product, employee, supplier, and location data. See Master Data Management (MDM), Customer Data Integration (CDI).

Master Data Management (MDM)

The controlled process by which the master data is created and maintained as the system of record for the enterprise. MDM is implemented in order to ensure that the master data is validated as correct, consistent, and complete, and—optionally—circulated in context for consumption by internal or external business processes, applications, or users. See master data, Customer Data Integration (CDI).

Master Database

Database that contains the Siperian Hub environment configuration settings—user accounts, security configuration, ORS registry, message queue settings, and so on. A given Siperian Hub environment can have only one Master Database. The default name of the Master Database is CMX_SYSTEM. See also Operational Record Store (ORS).

Master Reference Manager (MRM)

Master Reference Manager (MRM) is the foundation product of Siperian Hub. Siperian MRM consists of the following major components: Hierarchy Manager, Security Access Manager, Metadata Manager, Services Integration Framework (SIF), Insight Manager, and Activity Manager. Its purpose is to build an extensible and manageable system-of-record for all master reference data. It provides the platform to consolidate and manage master reference data across all data sources—internal and external—of an organization, and acts as a system-of-record for all downstream applications.

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match

The process of determining whether two records should be automatically merged or should be candidates for manual merge because the two records have identical or similar values in the specified columns. See match process.

match candidate

For fuzzy-match base objects only, any record in the base object that is a possible match.

match column

A column that is used in a match rule for comparison purposes. Each match column is based on one or more columns from the base object. See match process.

match column rule

Match rule that is used to match records based on the values in columns you have defined as match columns, such as last name, first name, address1, and address2. See primary key match rule, match process.

match key table

When you specify a match column, Siperian Hub creates a special key called a match key (also known as a token string) on a special table called the match key table (formerly referred to as the token table or strip table). Before the Siperian Hub Match batch job runs, it first ensures that the correct match keys have been generated in the match key table. The match job compares the match keys according to the match rules that have been defined to determine which records are duplicates. See also tokenizing.

match list

Define custom-built standardization lists. Functions are pre-defined functions that provide access to specialized cleansing functionality such as address verification or address decomposition. See match process.

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match path

Allows you to traverse the hierarchy between records—whether that hierarchy exists between base objects (inter-table paths) or within a single base object (intra-table paths). Match paths are used for configuring match column rules involving related records in either separate tables or in the same table.

match process

Process of comparing two records for points of similarity. If sufficient points of similarity are found to indicate that two records probably are duplicates of each other, Siperian Hub flags those records for merging.

match purpose

For fuzzy-match base objects, defines the primary goal behind a match rule. For example, if you're trying to identify matches for people where address is an important part of determining whether two records are for the same person, then you would use the Match Purpose called Resident. Each match purpose contains knowledge about how best to compare two records to achieve the purpose of the match. Siperian Hub uses the selected match purpose as a basis for applying the match rules to determine matched records. The behavior of the rules is dependent on the selected purpose. See match process.

match rule

Defines the criteria by which Siperian Hub determines whether records might be duplicates. Match columns are combined into match rules to determine the conditions under which two records are regarded as being similar enough to merge. Each match rule tells Siperian Hub the combination of match columns it needs to examine for points of similarity. See match process.

match rule set

A logical collection of match rules that allow users to execute different sets of rules at different stages in the match process. Match rule sets include a search level that dictates

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the search strategy, any number of automatic and manual match rules, and optionally, a filter that allows you to selectively include or exclude records during the match process Match rules sets are used to execute to match column rules but not primary key match rules. See match process.

match subtype

Used with base objects that containing different types of data, such as an Organization base object containing customer, vendor, and partner records. Using match subtyping, you can apply match rules to specific types of data within the same base object. For each match rule, you specify an exact match column that will serve as the “subtyping” column to filter out the records that you want to ignore for that match rule. See match process.

match table

Type of system table, associated with a base object, that supports the match process. During the execution of a Match job for a base object, Siperian Hub populates its associated match table with the ROWID_OBJECT values for each pair of matched records, as well as the identifier for the match rule that resulted in the match, and an automerge indicator. See match process.

match token

Strings that encode data in the columns used to identify candidates for matching. Match tokens are fixed length, compressed, and encoded values built from a combination of the words and numbers in a name or address such that relevant variations have the same key value. For each record being matched, the match process stores a generated match token in the tokenization table associated with the base object. See match process.

match type

Each match column has a match type that determines how the match column will be tokenized in preparation for the match comparison. See match process.

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match / search strategy

Specifies the reliability of the match versus the performance you require: fuzzy or exact. An exact match / search strategy is faster, but an exact match will miss some matches if the data is imperfect. See fuzzy match, exact match., match process.

maximum trust

The trust level that a data value will have if it has just been changed. For example, if source system A changes a phone number field from 555-1234 to 555-4321, the new value will be given system A’s maximum trust level for the phone number field. By setting the maximum trust level relatively high, you can ensure that changes in the source systems will usually be applied to the base object.

merge process

Process of combining two or more records of a base object table because they have the same value (or very similar values) in the specified match columns. See consolidation process, automerge, manual merge, manual unmerge.

Merge Manager

Tool used to review and take action on the records that are queued for manual merging.

message

In Siperian Hub, refers to a Java Message Service (JMS) message. A message queue server handles two types of JMS messages:• inbound messages are used for the asynchronous processing of Siperian Hub

service invocations

• outbound messages provide a communication channel to distribute data changes via JMS to source systems or other systems.

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message queue

A mechanism for transmitting data from one process to another (for example, from Siperian Hub to an external application).

message queue rule

A mechanism for identifying base object events and transferring the effected records to the internal system for update. Message queue rules are supported for updates, merges, and records accepted as unique.

message queue server

In Siperian Hub, a Java Message Service (JMS) server, defined in your application server environment, that Siperian Hub uses to manage incoming and outgoing JMS messages.

message trigger

A rule that gets fired when which a particular action occurs within Siperian Hub. When an action occurs for which a rule is defined, a JMS message is placed in the outbound message queue. A message trigger identifies the conditions which cause the message to be generated (what action on which object) and the queue on which messages are placed.

metadata

Data that is used to describe other data. In Siperian Hub, metadata is used to describe the schema (data model) that is used in your Siperian Hub implementation, along with related configuration settings. See also Metadata Manager, design object, schema.

Metadata Manager

The Metadata Manager tool in the Hub Console is used to validate metadata for a repository, promote design objects from one repository to another, import design objects into a repository, and export a repository to a change list. See also metadata,

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design object, validation process, import process, promotion process, export process, change list.

metadata validation

See validation process.

minimum trust

The trust level that a data value will have when it is “old” (after the decay period has elapsed). This value must be less than or equal to the maximum trust. If the maximum and minimum trust are equal, the decay curve is a flat line and the decay period and decay type have no effect. See also decay period.

Model workbench

Part of the Siperian Hub UI used to configure the solution during deployment by the implementers, and for on-going configuration by data architects of the various types of metadata and rules in response to changing business needs.

Includes tools for creating query groups, defining packages and other schema objects, and viewing the current schema.

non-contributing cross reference

A cross-reference (XREF) record that does not contribute to the BVT (best version of the truth) of the BO record. As a consequence, the values in XREF will never show up in the BO record. Note that this is for state-enabled records only.

non-equal matching

When configuring match rules, prevents equal values in a column from matching each other. Non-equal matching applies only to exact match columns.

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null value

The absence of a value in a column of a record. Null is not the same as blank or zero.

operation

Deprecated term. See request.

Operational Record Store (ORS)

Database that contains the rules for processing the master data, the rules for managing the set of master data objects, along with the processing rules and auxiliary logic used by the Siperian Hub in defining the BVT. A Siperian Hub configuration can have one or more ORS databases. The default name of an ORS is CMX_ORS. See also Master Database.

overmatching

For fuzzy-match base objects only, a match that results in too many matches, including matches that are not relevant. When configuring match, the goal is to find the optimal number of matches for your data. See undermatching.

package

A package is a public view of one or more underlying tables in Siperian Hub. Packages represent subsets of the columns in those tables, along with any other tables that are joined to the tables. A package is based on a query. The underlying query can select a subset of records from the table or from another package.

password policy

Specifies password characteristics for Siperian Hub user accounts, such as the password length, expiration, login settings, password re-use, and other requirements. You can define a global password policy for all user accounts in a Siperian Hub implementation, and you can override these settings for individual users.

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path

See match path.

pending state (records)

Pending records are records that have not yet been approved for general usage in the Hub. These records can have most operations performed on them, but operations have to specifically request Pending records. If records are required to go through an approval process, then these records have not yet been approved and are in the midst of an approval process.

policy decision points (PDPs)

Specific security check points that determine, at run time, the validity of a user’s identity (authentication), along with that user’s access to Siperian Hub resources (authorization).

policy enforcement points (PEPs)

Specific security check points that enforce, at run time, security policies for authentication and authorization requests.

population

Defines certain characteristics about data in the records that you are matching. By default, Siperian Hub comes with the US population, but Siperian provides a standard population per country. Populations account for the inevitable variations and errors that are likely to exist in name, address, and other identification data; specify how Siperian Hub builds match tokens; and specify how search strategies and match purposes operate on the population of data to be matched. Used only with the Fuzzy match/search strategy.

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primary key

In a relational database table, a column (or set of columns) whose value uniquely identifies a record. For example, the Department_Number column would be the primary key of the Department table.

primary key match rule

Match rule that is used to match records from two systems that use the same primary keys for records. See also match column rule.

private resource

A Siperian Hub resource that is hidden from the Roles tool, preventing its access via Services Integration Framework (SIF) operations. When you add a new resource in Hub Console (such as a new base object), it is designated a PRIVATE resource by default. See also secure resource, resource.

privilege

Permission to access a Siperian Hub resource. With Siperian Hub internal authorization, each role is assigned one of the following privileges.

Privileges determine the access that external application users have to Siperian Hub resources. For example, a role might be configured to have READ, CREATE, UPDATE, and MERGE privileges on particular packages and package columns. These privileges are not enforced when using the Hub Console, although the settings still affect the use of Hub Console to some degree. See secure resource, role.

Privilege Allows the User To....

READ View data.

CREATE Create data records in the Hub Store.

UPDATE Update data records in the Hub Store.

MERGE Merge and unmerge data.

EXECUTE Execute cleanse functions and batch groups.

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profile

In Hierarchy Manager, describes what fields and records an HM user may display, edit, or add. For example, one profile can allow full read/write access to all entities and relationships, while another profile can be read-only (no add or edit operations allowed).

promotion process

Meaning depends on the context:• Metadata Manager: Process of copying changes in design objects from one

repository to another. Promotion is used to copy incremental changes between repositories. See also Metadata Manager, validation process, import process, change list.

• State Management: Process of changing the system state of individual records in Siperian Hub (for example from PENDING state to ACTIVE state).

provider

See security provider.

provider property

A name-value pair that a security provider might require in order to access for the service(s) that they provide.

publish

Process of submitting a Siperian Hub message to a message queue for distribution to other applications, databases, and so on. See distribution.

query

A request to retrieve data from the Hub Store. Siperian Hub allows administrators to specify the criteria used to retrieve that data. Queries can be configured to return

Glossary 1025

selected columns, filter the result set with a WHERE clause, use complex query syntax (such as GROUP BY, ORDER BY, and HAVING clauses), and use aggregate functions (such as SUM, COUNT, and AVG).

query group

A logical group of queries. A query group is simply a mechanism for organizing queries. See query.

raw table

A table that archives data from a landing table.

real-time mode

Way of interacting with Siperian Hub via third-party applications, which invoke Siperian Hub operations via the Services Integration Framework (SIF) interface. SIF provides operations for various services, such as reading, cleansing, matching, inserting, and updating records. See also batch mode, Services Integration Framework (SIF).

reconciliation

For a given entity, Siperian Hub obtains data from one or more source systems, then reconciles “multiple versions of the truth” to arrive at the master record—the best version of the truth—for that entity. Reconciliation can involve cleansing the data beforehand to optimize the process of matching and consolidating records for a base object. See distribution.

record

A row in a table that represents an instance of an object. For example, in an Address table, a record contains a single address. See also source record.

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referential integrity

Enforcement of parent-child relationship rules among tables based on configured foreign key relationship.

regular expression

A computational expression that is used to match and manipulate text data according to commonly-used syntactic conventions and symbolic patterns. In Siperian Hub, a regular expression function allows you to use regular expressions for cleanse operations. To learn more about regular expressions, including syntax and patterns, refer to the Javadoc for java.util.regex.Pattern.

reject table

A table that contains records that Siperian Hub could not insert into a target table, such as:• staging table (stage process) after performing the specified cleansing on a record of

the specified landing table

• Hub store table (load process)

A record could be rejected because the value of a cell is too long, or because the record’s update date is later than the current date.

relationship

In Hierarchy Manager, describes the affiliation between two specific entities. Hierarchy Manager relationships are defined by specifying the relationship type, hierarchy type, attributes of the relationship, and dates for when the relationship is active. See relationship type, hierarchy.

relationship base object

A relationship base object is a base object used to store information about Hierarchy Manager relationships.

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relationship type

Describes general classes of relationships. The relationship type defines:• the types of entities that a relationship of this type can include

• the direction of the relationship (if any)

• how the relationship is displayed in the Hub Console

See relationship, hierarchy.

repository

An Operational Record Store (ORS). The ORS stores metadata about its own schema and related property settings. In Metadata Manager, when copying metadata between repositories, there is always a source repository that contains the design object to copy, and the target repository that is destination for the design object. See also Metadata Manager, validation process, import process, promotion process, export process, change list.

request

Siperian Hub request (API) that allows external applications to access specific Siperian Hub functionality using the Services Integration Framework (SIF), a request/response API model.

resource

Any Siperian Hub object that is used in your Siperian Hub implementation. Certain resources can be configured as secure resources: base objects, dependent objects, mappings, packages, remote packages, cleanse functions, HM profiles, the audit table, and the users table. In addition, you can configure secure resources that are accessible by SIF operations, including content metadata, match rule sets, metadata, batch groups, the audit table, and the users table. See private resource, secure resource, resource group.

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resource group

A collection of secure resources that simplify privilege assignment, allowing you to assign privileges to multiple resources at once, such as easily assigning resource groups to a role. See resource, privilege.

Resource Kit

The Siperian Hub Resource Kit is a set of utilities, examples, and libraries that provide examples of Siperian Hub functionality that can be expanded on and implemented.

RISL decay

Rapid Initial Slow Later decay puts most of the decrease at the beginning of the decay period. The trust level follows a concave parabolic curve. If a source system has this decay type, a new value from the system will probably be trusted but this value will soon become much more likely to be overridden.

role

Defines a set of privileges to access secure Siperian Hub resources. See user, user group, privilege.

row

See record.

rule

See match rule.

rule set

See match rule set.

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rule set filtering

Ability to exclude records from being processed by a match rule set. For example, if you had an Organization base object that contained multiple types of organizations (customers, vendors, prospects, partners, and so on), you could define a match rule set that selectively processed only vendors. See match process.

schema

The data model that is used in a customer’s Siperian Hub implementation. Siperian Hub does not impose or require any particular schema. The schema is independent of the source systems.

Schema Manager

The Schema Manager is a design-time component in the Hub Console used to define the schema, as well as define the staging and landing tables. The Schema Manager is also used to define rules for match and merge, validation, and message queues.

Schema Viewer Tool

The Schema Viewer tool is a design-time component in the Hub Console used to visualize the schema configured for your Siperian Hub implementation. The Schema Viewer is particularly helpful for visualizing a complex schema.

search levels

Defines how stringently Siperian Hub searches for matches: narrow, typical, exhaustive, or extreme. The goal is to find the optimal number of matches for your data—not too few (undermatching), which misses significant matches, or too many (overmatching), which generates too many matches, including insignificant ones. See overmatching, undermatching.

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secure resource

A protected Siperian Hub resource that is exposed to the Roles tool, allowing the resource to be added to roles with specific privileges. When a user account is assigned to a specific role, then that user account is authorized to access the secure resources via SIF according to the privileges associated with that role. In order for external applications to access a Siperian Hub resource using SIF operations, that resource must be configured as SECURE. Because all Siperian Hub resources are PRIVATE by default, you must explicitly make a resource SECURE after the resource has been added. See also private resource, resource.

security

The ability to protect information privacy, confidentiality, and data integrity by guarding against unauthorized access to, or tampering with, data and other resources in your Siperian Hub implementation. See also authentication, authorization, privilege, resource.

Security Access Manager (SAM)

Security Access Manager (SAM) is Siperian’s comprehensive security framework for protecting Siperian Hub resources from unauthorized access. At run-time, SAM enforces your organization’s security policy decisions for your Siperian Hub implementation, handling user authentication and access authorization according to your security configuration.

Security Access Manager workbench

Includes tools for managing users, groups, resources, and roles.

Status Setting Description

SECURE

PRIVATE Hides this Siperian Hub resource from the Roles tool. Default. Prevents its access via Services Integration Framework (SIF) operations. When you add a new resource in Hub Console (such as a new base object), it is designated a PRIVATE resource by default.

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security provider

A third-party application that provides security services (authentication, authorization, and user profile services) for users accessing Siperian Hub.

security payload

Raw binary data supplied to a Siperian Hub operation request that can contain supplemental data required for further authentication and/or authorization.

segment matching

Way of limiting match rules to specific subsets of data. For example, you could define different match rules for customers in different countries by using segment matching to limit certain rules to specific country codes. Segment matching is configured on a per-rule basis and applies to both exact-match and fuzzy-match base objects.

Services Integration Framework (SIF)

The part of Siperian Hub that interfaces with client programs. Logically, it serves as a middle tier in the client/server model. It enables you to implement the request/response interactions using any of the following architectural variations:• Loosely coupled Web services using the SOAP protocol.

• Tightly coupled Java remote procedure calls based on Enterprise JavaBeans (EJBs) or XML.

• Asynchronous Java Message Service (JMS)-based messages.

• XML documents going back and forth via Hypertext Transfer Protocol (HTTP).

SIRL decay

Slow Initial Rapid Later decay puts most of the decrease at the end of the decay period. The trust level follows a convex parabolic curve. If a source system has this decay type, it will be relatively unlikely for any other system to override the value that it sets until the value is near the end of its decay period.

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soft delete

A base object or an XREF record is marked as deleted in a user attribute or in the HUB_STATE_IND. See hard delete.

source record

A raw record from a source system. See also record, source system.

source system

An external system that provides data to Siperian Hub. See distinct source system, source record.

stage process

Process of reading the data from the landing table, performing any configured cleansing, and moving the cleansed data into the corresponding staging table. If you enable delta detection, Siperian Hub only processes new or changed records. See staging table, landing table.

staging table

A table where cleansed data is temporarily stored before being loaded into base objects and dependent objects via load jobs. See stage process, load process.

state-enabled base object

A base object for which state management is enabled.

state management

The process for managing the system state of base object and XREF records to affect the processing logic throughout the MRM data flow. You can assign a system state to base object and XREF records at various stages of the data flow using the Hub tools that work with records. In addition, you can use the various Hub tools for managing

Glossary 1033

your schema to enable state management for a base object, or to set user permissions for controlling who can change the state of a record.

State management is limited to the following states: ACTIVE, PENDING, and DELETED.

state transition rules

Rules that determine whether and when a record can change from one state to another. State transition rules differ for base object and cross-reference records.

stored procedure

A named set of Structured Query Language (SQL) statements that are compiled and stored on the database server. Siperian Hub batch jobs are encoded in stored procedures so that they can be run using job execution scripts in job scheduling software (such as Tivoli or CA Unicenter).

stripping

Deprecated term. See tokenizing.

strip table

Deprecated term. See match key table.

system column

A column in a table that Siperian Hub automatically creates and maintains. System columns contain metadata. Common system columns for a base object include ROWID_OBJECT, CONSOLIDATION_IND, and LAST_UPDATE_DATE. See column, user-defined column.

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system state

Describes how base object records are supported by Siperian Hub. The following states are supported: ACTIVE, PENDING, and DELETED. See state management.

Systems and Trust Tool

Systems and Trust tool is a design-time tool used to name the source systems that can provide data for consolidation in Siperian Hub. You use this tool to define the trust settings associated with each source system for each trust-enabled column in a base object.

table

In a database, a collection of data that is organized in rows (records) and columns. A table can be seen as a two-dimensional set of values corresponding to an object. The columns of a table represent characteristics of the object, and the rows represent instances of the object. In the Hub Store, the Master Database and each Operational Record Store (ORS) represents a collection of tables. Base objects and dependent objects are stored as tables in an ORS.

target database

In the Hub Console, the Master Database or an Operational Record Store (ORS) that is the target of the current tool. Tools that manage data stored in the Master Database, such as the Users tool, require that your target database is the Master Database. Tools that manage data stored in an ORS require that you specify which ORS to

tokenizing

Specialized form of data standardization that is performed before the match comparisons are done. For the most basic match types, tokenizing simply removes “noise” characters like spaces and punctuation. The more complex match types result in the generation of sophisticated match codes—strings of characters representing the contents of the data to be compared—based on the degree of similarity required. See also match key table, match token.

Glossary 1035

token table

Deprecated term. See match key table.

traceability

The maintenance of data so that you can determine which systems—and which records from those systems—contributed to consolidated records.

transactional data

Represents the actions performed by an application, typically captured or generated by an application as part of its normal operation. It is usually maintained by only one system of record, and tends to be accurate and reliable in that context. For example, your bank probably has only one application for managing transactional data resulting from withdrawals, deposits, and transfers made on your checking account.

tree unmerge

Unmerge a tree of merged base object records as an intact sub-structure. A sub-tree having unmerged base object records as root will come out from the original merge tree structure. (For example, merge a1 and a2 into a, then merge b1 and b2 into b, and then finally merge a and b into c. If you then perform a tree unmerge on a, and then unmerge a from a1, a2 is a sub tree and will come out from the original tree c. As a result, a is the root of the tree after the unmerge.)

See also: cascade unmerge, linear unmerge.

trust

Mechanism for measuring the confidence factor associated with each cell based on its source system, change history, and other business rules. Trust takes into account the age of data, how much its reliability has decayed over time, and the validity of the data.

1036 Siperian Hub Administrator Guide

trust level

For a source system that provides records to Siperian Hub, a number between 0 and 100 that assigns a level of confidence and reliability to that source system, relative to other source systems. The trust level has meaning only when compared with the trust level of another source system.

trust score

The current level of confidence in a given record. During load jobs, Siperian Hub calculates the trust score for each records. If validation rules are defined for the base object, then the Load job applies these validation rules to the data, which might further downgrade trust scores. During the consolidation process, when two records are candidates for merge or link, the values in the record with the higher trust score wins. Data stewards can manually override trust scores in the Merge Manager tool.

undermatching

For fuzzy-match base objects only, a match that results in too few matches, which misses relevant matches. When configuring match, the goal is to find the optimal number of matches for your data. See overmatching.

unmerge

Process of unmerging previously-merged records. For merge-style base objects only. See manual unmerge.

user

An individual (person or application) who can access Siperian Hub resources. Users are represented in Siperian Hub by user accounts, which are defined in the Master Database. See user group, Master Database.

Glossary 1037

user-defined column

Any column in a table that is not a system column. User-defined columns are added in the Schema Manager and usually contain business data. See column, system column.

user exit

An unencrypted stored procedure that includes a set of fixed, pre-defined parameters. The procedure is configured, on a per-base object basis, to execute at a specific point during a Siperian batch process run.

Developers can extend Siperian Huh batch processes by adding custom code to the appropriate user exit procedure for pre- and post-batch job processing. See stored procedure.

user group

A logical collection of user accounts. See user.

user object

User-defined functions or procedures that are registered with the Siperian Hub to extend its functionality. There are four types of user objects:

User Object Description

User Exits A user-customized, unencrypted stored procedure that includes a set of fixed, pre-defined parameters. The procedure is configured, on a per-base object basis, to execute at a specific point during a Siperian batch process run.

Custom Stored Procedures Stored procedures that are registered in table C_REPOS_TABLE_OBJECT and can be invoked from Batch Manager.

Custom Java Cleanse Functions

Java cleanse functions that supplement the standard cleanse libraries with customer logic. These functions are basically Jar files and stored as BLOBs in the database.

Custom Button Functions Custom UI functions that supply additional icons and logic in Data Manager, Merge Manager and Hierarchy Manager.

1038 Siperian Hub Administrator Guide

Utilities workbench

Includes tools for auditing application event, configuring and running batch groups, and generating the SIF APIs.

validation process

Process of verifying the completeness and integrity of the metadata that describes a repository. The validation process compares the logical model of a repository with its physical schema. If any issues arise, the Metadata Manager generates a list of issues requiring attention. See also Metadata Manager.

validation rule

Rule that tells Siperian Hub the condition under which a data value is not valid. When data meets the criteria specified by the validation rule, the trust value for that data is downgraded by the percentage specified in the validation rule. If the Reserve Minimum Trust flag is set for the column, then the trust cannot be downgraded below the column’s minimum trust.

workbench

In the Hub Console, a mechanism for grouping similar tools. A workbench is a logical collection of related tools. For example, the Cleanse workbench contains cleanse-related tools: Cleanse Match Server, Cleanse Functions, and Mappings.

write lock

In the Hub Console, a lock that is required in order to make changes to the underlying schema. All non-data steward tools (except the ORS security tools) are in read-only mode unless you acquire a write lock. Write locks allow multiple, concurrent users to make changes to the schema. See exclusive lock.

Glossary 1039

1040 Siperian Hub Administrator Guide

Index

AAccept Non-Matched Records As Uniquejobs 715, 760ACTIVE system state, about 206Address match purpose 553Address_Part1 key type 521Admin source system

about the Admin source system 349renaming 353

allow null foreign key 371allow null update 370ANSI Code Page 946asynchronous batch jobs 755audience xxvAudit Manager

about the Audit Manager 921starting 922types of items to audit 923

audit trails, configuring 399auditing

about integration auditing 920API requests 926audit log 930audit log table 931Audit Manager tool 921authentication and 921configurable settings 924enabling 921errors 929

events 920log entries, examples of 934message queues 928password changes 922purging the audit log 935systems to audit 923viewing the audit log 933XML 921

authenticationabout authentication 832external authentication providers 833external directory authentication 833internal authentication 833

authorizationabout authorization 833external authorization 833internal authorization 833

Auto Match and Merge jobs 716, 762Autolink jobs 715, 762Automerge jobs 717, 764

Auto Match and Merge jobs 718

Bbase object style 106base objects

adding columns 90converting to entity base objects 244creating 107

1041

defined 995defining 94deleting 116described 83editing 108exact match base objects 320fuzzy match base objects 320history table 101impact analysis 115load inserts 307load updates 309overview of 94record survivorship, state management

211relationship base objects 498reserved suffixes 88reverting from relationship base objects

264style 106system columns 95

batch groupsabout batch groups 798adding 691cmxbg.execute_batchgroup stored proce-

dure 799cmxbg.get_batchgroup_status stored pro-

cedure 803cmxbg.reset_batchgroup stored proce-

dure 802deleting 693editing 693executing 701executing with stored procedures 798levels, configuring 694stored procedures for 799

batch jobsabout batch jobs 668Accept Non-Matched Records As Unique

715, 760asynchronous execution 755Auto Match and Merge jobs 716, 762Autolink jobs 715, 762automatically-created batch jobs 672Automerge jobs 717, 764BVT Snapshot jobs 719C_REPOS_JOB_CONTROL table 757C_REPOS_JOB_METRIC table 757C_REPOS_JOB_METRIC_TYPE

table 757C_REPOS_JOB_STATUS_TYPEC

table 757C_REPOS_TABLE_OBJECT_V

table 754clearing history 687command buttons 680configurable options 679configuring 667design considerations 671executing 680executing, about 750execution scripts 750External Match jobs 719, 766foreign key relationships and 671Generate Match Token jobs 767Generate Match Tokens jobs 725Hub Delete jobs 726job execution logs 682job execution status 682Key Match jobs 727, 773Load jobs 727, 775

1042 Siperian Hub Administrator Guide

Manual Link jobs 732Manual Merge jobs 732Manual Unlink jobs 733Manual Unmerge jobs 733Match Analyze jobs 738, 785Match for Duplicate Data jobs 740, 786Match jobs 734, 783Migrate Link Style to Merge Style jobs

740Multi Merge jobs 741Promote jobs 741, 790properties of 678refreshing the status 681rejected records 685Reset Links jobs 744Reset Match Table jobs 744results monitoring 755Revalidate jobs 745, 794running manually 677scheduling 749selecting 677sequencing batch jobs 670setting job status to incomplete 681Stage jobs 745, 795status, setting 681, 708supporting tables 669Synchronize jobs 467, 747, 796Unmerge jobs 779when changes occur 673

Batch Viewer toolabout 674starting 674

best version of the truth 340best version of the truth (BVT) 92, 343build match groups (BMGs) 327, 822

BVT Snapshot jobs 719

CC_REPOS_AUDIT table 931C_REPOS_JOB_CONTROL table 757C_REPOS_JOB_METRIC table 757C_REPOS_JOB_METRIC_TYPE table 757C_REPOS_JOB_STATUS_TYPEC table757C_REPOS_SYSTEM table 99, 349C_REPOS_TABLE_OBJECT_V

about 751C_REPOS_TABLE_OBJECT_V table 751, 754cascade delete, about 769cascade unmerge 597, 779cell update 369cleanse functions

about cleanse functions 414aggregation 383availability of 415Cleanse Functions tool 415cleanse lists 440conditional execution components 438configuration overview 417constants 433decomposition 382function modes 432graph functions 424inputs 434Java libraries 419libraries 415, 418logging 432mappings 381

1043

outputs 435properties of 416regular expression functions 422secure resources 415testing 437types 416types of 414user libraries 418using 414workspace buttons 433workspace commands 432

Cleanse Functions toolstarting 415workspace buttons 433workspace commands 432

cleanse listsabout cleanse lists 440adding 441editing 442exact match 445match output strings, importing 449match strings, importing 445regular expression match 445SQL match 445string matches 445

Cleanse Match Serversabout Cleanse Match Servers 407adding 411batch jobs 408Cleanse Match Server tool 409cleanse requests 408configuring 407deleting 413distributed 408editing 412

modes 407on-line operations 408properties of 410testing 413

cleansing dataabout cleansing data 406setup tasks 406Unicode settings 945

clearing history of batch jobs 687cmxbg.execute_batchgroup 799cmxbg.get_batchgroup_status 803cmxbg.reset_batchgroup 802cmxue package

user exits for Oracle databases 956CMXUT.CLEAN_TABLE

removing BO data 810color choices window 267columns

adding to tables 125data types 126properties of 127reserved names 89

command buttons 43complete tokenize ratio 102concepts 3conditional execution components

about conditional execution components 438

adding 439when to use 438

conditional mapping 394configuration requirements

User Object Registry, for custom code910

Configuration workbench 48, 990

1044 Siperian Hub Administrator Guide

consolidated record 92consolidation

best version of the truth 340indicator 999state 999

consolidation indicatorabout the consolidation indicator 289sequence 290values 289

consolidation processdata flow 337managing 341options 339overview 335

CONSOLIDATION_IND column 95constants 433constraints, allowing to be disabled 103Contact match purpose 556control tables 457Corporate_Entity match purpose 557CREATE_DATE column 95, 121, 366CREATOR column 95, 121, 366cross-reference tables

about cross-reference tables 97columns 99defined 84, 1001described 84history table 101relationship to base objects 98ROWID_XREF 99

custom button functionsregistering 916viewing 917

custom buttonsabout custom buttons 978

adding 986appearance of 980clicking 979custom functions, writing 981deploying 986examples of 982icons 985listing 986properties file 987text labels 985type change 987updating 987

custom functionsclient-based 982deleting 987server-based 982writing 981

custom indexesabout custom indexes 111adding 112deleting 114editing 114navigating to the node 112

custom Java cleanse functionsviewing 915

custom java cleanse functionsviewing and registering 915

custom queriesabout custom queries 190adding 190deleting 193editing 193

custom stored proceduresabout 913about custom stored procedures 806

1045

example code 811index, registering 809parameters of 807registering 808viewing 914

Ddata cleansing

about data cleansing 406Cleanse Match Servers 407defined 1002

Data Manager 1002Data Steward workbench 50data stewards

tools for 50data types 126Database Debug Log

writing messages to 810database object name, constraints 88databases

database ID 70selecting 23target database 21Unicode, configuring 940user access 875

Databases tool 61about the Databases tool 60starting 61

datasourcesabout datasources 77creating 77JDBC datasources 77removing 78

decay curve 459

decay periods 1003decay types

defined 1003linear 460RISL 460SIRL 460

DELETED system state, about 207DELETED_BY column 95, 99, 365DELETED_DATE column 96, 99, 365DELETED_IND column 95, 99, 365delta detection

configuring 401considerations for using 403defined 1003how handled 403landing table configuration 357

DEP_PKEY_SRC_OBJECT column 120DEP_ROWID_SYSTEM column 120dependent objects

creating 119, 121defined 1004deleting 125described 83, 119editing 123load inserts 308load updates 312system columns 120

DIRTY_IND column 96display packages 197distinct mapping 393distinct source systems 596Division match purpose 555documentation xxviiiduplicate data

eliminating 999

1046 Siperian Hub Administrator Guide

match for 326duplicate match threshold 103

Eencrypting passwords 74entities

about 240display options 250

entity base objectsabout 240adding 242converting from base objects 244reverting to base objects 251

entity iconsadding 239deleting 240editing 239uploading default 237

entity icons, configuring 238entity objects

about 240entity types

about 240, 241adding 246assigning HM packages to 275deleting 250editing 249

errors, auditing 929exact matches

exact match / search strategy 544exact match base objects 320exact match columns 515, 563exact match strategy 493

exclusive locks 28

exclusive write lockacquiring 30

execution scripts 750exhaustive search level 535extended key widths 522external application users 867, 1006External Match jobs 766

about External Match jobs 719input table 720output table 722running 724

external match tablessystem columns 721

extreme search level 535

FFamily match purpose 551Fields match purpose 557filters

about filters 511adding 512deleting 514editing 513properties of 511

foreign key relationship base objectcreating 259

foreign key relationshipscreating 140, 143defined 143lookups 376supported 671

foreign keys, defined 1007foreign-key relationships

about foreign-key relationships 140

1047

adding 143deleting 147editing 145virtual relationships 144

fuzzy matchesfuzzy match / search strategy 544fuzzy match base objects 320, 519fuzzy match columns 515fuzzy match strategy 493

GGBID columns 129Generate Match Tokens jobs 725, 767Generate Match Tokens on Load 730generating match tokens on load 104global

password policy 877roles 1008

Global Identifier (GBID) columns 129glossary 993graph functions

about graph functions 424adding 425adding functions to 427conditional execution components 438inputs 425outputs 425

group execution logsstatus values 705viewing 706

Hhierarchies

about 253adding 253configuring 253deleting 254editing 254

Hierarchies toolconfiguration overview 225starting 234

Hierarchy Managerconfiguration overview 225entity icons, uploading 237prerequisites 224repository base object tables 235sandboxes 281upgrading from previous versions 237

highest reserved key 369history

enabling 102history tables

base object history tables 101cross-reference history tables 101defined 84, 1009enabling 108

HM packagesabout HM packages 269adding 270assigning to entity types 275configuring 269deleting 275editing 275

Household match purpose 550Hub

installation details 47

1048 Siperian Hub Administrator Guide

tools 48version information 47

Hub Consoleabout the Hub Console 18accessing 19customizing the interface 45login 20organization of 24Processes view 26Quick Launch tab 46target database

connecting to 23selecting 21

toolbar 46window sizes and positions 46wizard welcome screens 46

Hub Delete jobs 726history tables, impact on 770IN_OVERRIDE_HISTORY_IND 771IN_PURGE_HISTORY_IND 772records on hold (CONSOLIDATION_

IND=9), impact on 770stored procedure, about 769

Hub Store 83creating databases in 58databases 56Master Database 56Operational Record Store (ORS) 56properties of 70schema 82table types 83

HUB_STATE_IND column 366HUB_STATE_IND column, about 207

Iimmutable rowid object 594importing table column definitions 135IN_OVERRIDE_HISTORY_IND 771IN_PURGE_HISTORY_IND 772incremental loads 302index

custom, registering 809Individual match purpose 549initial data loads (IDLs) 302inputs 434Insight Manager

overview 1011integration auditing 920intended audience xxvinteraction ID column, about 208intertable matching

described 564inter-table paths 498intra-table paths 502

JJAR files

ORS-specific, downloading 822Java archive (JAR) files

tools.jar 827, 820Java compilers 820, 827JDBC data sources

security, configuring 880JMS Event Schema Manager

about 824auto-searching for out-of-sync

objects 829

1049

finding out-of-sync objects 828starting 825

JMS Event Schema Manager toolabout 824

KKey Match jobs 727, 773key types 521key widths 522

Lland process

C_REPOS_SYSTEM table 349configuration tasks 348data flow 293external batch process 294extract-transform-load (ETL) tool 294landing tables 292managing 294overview 292real-time processing (API calls) 294source systems 292ways to populate landing tables 294

landing tablesabout landing tables 355adding 358columns 356defined 83, 1013editing 360properties of 351, 357removing 361Unicode 945

LAST_ROWID_SYSTEM column 96LAST_UPDATE_DATE column 95, 121,356, 366limited key widths 522linear decay 460, 1013linear unmerge 780Load jobs 727, 775

forced updates, about 730Generate Match Tokens on Load 730load batch size 103rejected records 685rules for running 729

load processdata flow 300load inserts 306load updates 306overview 299steps for managing data 304tables, associated 301

loading by rowid 394loading data 453

incremental loads 302initial data loads (IDLs) 302

lockingexpiration 29

locksabout locks 28types of 28

loginchanging 32entering 20

lookupsabout lookups 376configuring 377

1050 Siperian Hub Administrator Guide

Mmanual

batch jobs 677Manual Merge jobs 732Manual Unmerge jobs 733merges 1014

Manual Link jobs 732Manual Unlink jobs 733mapping

between staging and landing tables 83defined 1014diagrams 385removing 398testing 397

mappingsabout mappings 380adding 386cleansed 381conditional mapping 394configuring 380, 389copying 387distinct mapping 393editing 388jumping to a schema 395loading by rowid 394passed through 381properties of 386query parameters 392

Mappings tool 384, 746Master Database 56

creating 58password, changing 72

matchaccept all unmatched rows as unique 492check for missing children 508

child records 564defined 1016dynamic match analysis threshold setting

495fuzzy population 494Match Analyze jobs 738match batch 329Match for Duplicate Data jobs 740match lists 1016match minutes, maximum elapsed 103match only once setting 495match only previous rowid objects setting

494match output strings, importing 449match pool 329match strings, importing 445match subtype 559match table, resetting 744match tables 734match tokens, generate on PUT 105match/search strategy 493maximum matches for manual consolida-

tion 490non-equal matching 560NULL matching 561path 497populations 941populations for fuzzy matches 494properties

about match properties 490setting 488, 505

segment matching 562strategy

exact matches 493fuzzy matches 493

1051

string matches in cleanse lists 445types in match columns 1018

Match Analyze jobs 785match column rules

adding 565deleting 572editing 570

match columns 1016about match columns 515exact match base objects 527exact match columns 515fuzzy match base objects 519fuzzy match columns 515key widths 522match key types 521missing children 507

Match for Duplicate Data jobs 786Match jobs 734, 783

state-enabled BOs 735match key tables

defined 84match link

Autolink jobs 715Manual Link jobs 732Manual Unlink jobs 733Migrate Link Style to Merge Style jobs

740Reset Links jobs 744

match pathsabout match paths 497inter-table paths 498intra-table paths 502relationship base objects 498

match processbuild match groups (BMGs) 327

data flow 319exact match base objects 320execution sequence 329fuzzy match base objects 320managing 333match key table 321match pairs 331match rules 320match table 331match tables 321overview 317populations 326support tables 321transitive matches 327

match purposesfield types 517

match rule setsabout match rule sets 531adding 538deleting 542editing 539editing the name 541filters 536properties of 534search levels 534

match rules 1017about match rules 320accept limit 558defining 542exact match columns 563match / search strategy 544match levels 558match purposes

about 545Address match purpose 553

1052 Siperian Hub Administrator Guide

Contact match purpose 556Corporate_Entity match purpose 557Division match purpose 555Family match purpose 551Fields match purpose 557Household match purpose 550Individual match purpose 549Organization match purpose 554Person_Name match purpose 548Resident match purpose 549Wide_Contact match purpose 557Wide_Household match purpose 552

primary key match rulesabout 578adding 578editing 581, 582

properties of 542Reset Match Table jobs 744types of 320

match subtype 559matching

defined 1017duplicate data 326

maximum trust 459, 1019merge

defined 1019Manual Merge jobs 732Manual Unmerge jobs 733

Merge Manager tool 336, 1019message queue servers

about message queue servers 605adding 606deleting 608editing 607

message queue triggers

enabling for state changes 215message queues

about message queues 344, 608adding 608, 609auditing 928defined 1020deleting 611editing 611message check interval 604Message Queues tool 603properties of 608receive batch size 604receive timeout 604rules 1020status of 604

message schemaORS-specific, generating 823ORS-specific, generating and

deploying 827message triggers

about message triggers 612adding 615considerations for 614deleting 622editing 621types of 612

messageselements in 623examples

accept as unique message 625AmRule message 626BoDelete message 628BoSetToDelete message 629delete message 630insert message 631

1053

merge message 632, 652merge update message 633no action message 634PendingInsert message 635PendingUpdate message 636PendingUpdateXref message 637unmerge message 639update message 640update XREF message 641XRefDelete message 642XRefSetToDelete message 643

examples (legacy)accept as unique message 646bo delete message 647bo set to delete message 648delete message 649insert message 651merge update message 653pending insert message 654pending update message 655pending update XREF message 656unmerge message 660update message 657update XREF message 658XREF delete message 661XREF set to Delete message 662

filtering 625, 645message fields 644

metadatasynchronizing 138trust 138

Migrate Link Style to Merge Style jobs 740minimum trust 459, 1021missing children, checking for 507Model workbench 49

Multi Merge jobs 741

Nnarrow search level 534New Query Wizard 167, 191NLS_LANG 947non-equal matching 560non-exclusive locks 28NULL matching 561null values

allowing null values in a column 127

Oobject record stores (ORSs)

logical names 818, 824OBJECT_FUNCTION_TYPE_DESC

list of values 753Operational Record Stores (ORS)

about ORSs 56assigning users to 886configuring 62connection testing 71creating 58editing 69editing registration properties 67GETLIST limit (rows) 70JNDI data source name 70password, changing 73registering 62unregistering 76

Oracle databasesuser exits located in cmxue package 956

Organization match purpose 554

1054 Siperian Hub Administrator Guide

Organization_Name key type 521ORS-specific operations

using SIF Manager tool 818outputs 435

PPackage Wizard 199packages

about packages 196creating 199defined 1022deleting 204display packages 197HM packages 269join queries 204Package Wizard 199properties of 201PUT-enabled packages 197queries and packages 162refreshing after query change 203when to create 197

parallel degree 104password policies

global password policies 877private password policies 879

passwordschanging 32encrypting 74global password policy 877private passwords 880

path componentsadding 509deleting 510editing 509

properties of 507PENDING system state

enabling match 214PENDING system state, about 207Person_Name key type 521Person_Name match purpose 548PKEY_SRC_OBJECT column 99, 365populations

configuring 941multiple populations 943non-US populations 941selecting 494

POST_LANDINGparameters 958user exit, using 958

POST_LOADuser exit, using 961

POST_MATCHparameters 962user exit, using 962

POST_MERGEparameters 963user exit, using 963

POST_STAGEparameters 960user exit, using 959

POST_UNMERGEparameters 964user exit, using 964

PRE_STAGEparameters 959user exit, using 959

PRE_USER_MERGE_ASSIGNMENTuser exit, using 965

preface xxv

1055

preferred key widths 522preserving source system keys 368primary key match rules

about 578adding 578deleting 582editing 581

primary keys 1024Private password policy 880Processes view 26product support xxxiprofiles

about profiles 278adding 278copying 282deleting 283editing 280validating 280

Promote batch jobpromoting records 218

Promote jobs 741about 790

providerscustom-added 899

providers.properties fileexample 901

publish processdistribution flow 343managing 346message queues 344message triggers 343optional 343ORS-specific schema file 344overview 342

run-time flow 345XSD file 344

purposes, match 545PUT_UPDATE_MERGE_IND column 99PUT-enabled packages 197

Qqueries

about queries 162adding 166columns 174conditions 178custom queries 190deleting 195editing 168impact analysis, viewing 194join queries 204New Query Wizard 167, 191overview of 162packages and queries 162Queries tool 162, 164, 198results, viewing 193sort order for results 183SQL, viewing 190tables 170

Queries tool 164, 198query groups

about query groups 164adding 165deleting 166editing 165

1056 Siperian Hub Administrator Guide

Rrapid slow initial later (RISL) decay 460raw tables 1026regular expression functions

about regular expression functions 422adding 422

reject tables 383, 1027relationship base objects 498

about 255converting to 261creating 256reverting to base objects 264

relationship typesabout 256adding 265deleting 268editing 268

relationshipsabout relationships 255foreign key relationships 140

repository base object (RBO) tables 235requeue on parent merge 104Reset Links jobs 744Reset Match Table jobs 744Resident match purpose 549resource groups

adding 850deleting 853editing 852

Resource Kitdefinition 1029

resource privileges, assigning to roles 859Revalidate jobs 745, 794RISL decay 1029

rolesabout roles 854adding 857assigning resource privileges to roles 859defined 1029deleting 858editing 858global roles 1008

Roles tool 855row locking, enabling during batch 105ROWID_OBJECT column 95, 99, 120, 365ROWID_SYSTEM column 99ROWID_XREF column 99, 120

Ssandboxes 281schema

ORS-specific, generating 818Schema Manager

adding columns to tables 125base objects 92dependent objects 117filtering items 35foreign key relationships 140searching for items 40show public Siperian system tables 39sorting display names 35starting 90

schema match columns 744schema objects 87schema trust columns 747Schema Viewer

column names 156command buttons 150

1057

context menu 155Diagram pane 149hierarchic view 153options 156orientation 156orthogonal view 154Overview pane 149panes 149printing 158saving as JPG 157starting 148toggling views 154zooming all 152zooming in 150zooming out 151

schemasabout schemas 82

search levels for match rule sets 534secure resources 1031security

authentication 832authorization 833concepts 832configuring 831defined 1031JDBC data sources, configuring 880roles 854tools 50

Security Access Manager (SAM) 832Security Access Manager workbench 50security provider files

about security provider files 892deleting 895list of provider files 892selecting 893

uploading 893security provider, defined 1032Security Providers tool

about security providers 889provider files 892starting 890

segment matching 562sequencing batch jobs 670SIF API

ORS-specific, generating 818ORS-specific, removing 823ORS-specific, renaming 821

SIF Managergenerating ORS-specific APIs 818out-of-sync objects, finding 823

SIF Manager toolabout 818

SIRL decay 1032source systems

about source systems 348adding 352Admin source system 349defined 1033defining 348distinct source systems 596highest reserved key 369immutable source systems 594preserving keys 368removing 354renaming 353system repository table

(C_REPOS_SYSTEM) 349Systems and Trust tool, starting 350

SRC_LUD column 99SRC_ROWID column 366

1058 Siperian Hub Administrator Guide

Stage jobs 745, 795lookups 376rejected records 685

Stage processuser exits 957

stage processdata flow 296managing 298overview 295tables, associated 297

stages 1033staging data

prerequisites 364setup tasks 364

staging tablesabout staging tables 364adding 371allow null foreign key 371allow null update 370cell update 369column properties 370columns 130, 365columns, creating 130defined 83, 1033editing 374highest reserved key 369jumping to source system 376lookups 376preserve source system keys 368properties of 367removing 380

standard key widths 522state management

about 206base object record survivorship 211

enabling 211enabling match on pending records 214history of XREF promotion, enabling 213HUB_STATE_IND column 207interaction ID column 208Load jobs 727Match jobs 735message queue triggers, enabling 215modifying record states 216Promote batch job 218promoting records 216rules for loading data 221state transition rules, about 208

state-enabled base objectdefined 1033

stored proceduresbatch groups 799batch jobs, list 758C_REPOS_TABLE_OBJECT_V,

about 751custom stored procedures 806executing batch groups 798Hub Delete jobs 769OBJECT_FUNCTION_TYPE_DESC

753removing BO data 810

support xxxisurvivorship 291Synchronize jobs 467, 747, 796synchronizing metadata 138system columns

base objects 95dependent objects 120described 126, 141external match tables 721

1059

system repository table 349system states

about 206system tables, showing 39Systems and Trust tool 350

Ttable columns

about table columns 126adding 134deleting 139editing 137Global Identifier (GBID) columns 129importing from another table 135staging tables 130

tablesadding columns to 125base objects 83C_REPOS_AUDIT table 931C_REPOS_JOB_CONTROL table 757C_REPOS_JOB_METRIC table 757C_REPOS_JOB_METRIC_TYPE

table 757C_REPOS_JOB_STATUS_TYPE

table 757C_REPOS_TABLE_OBJECT_V

table 751control tables 457cross-reference tables 84dependent objects 83history tables 84Hub Store 83landing tables 83match key tables 84

reject tables 383staging tables 83supporting tables used by batch

process 669system repository table

(C_REPOS_SYSTEM) 349target database

changing 31selecting 21

technical support xxxitokenization 1035tokenization process

about the tokenization process 322DIRTY_IND column 323match keys 322match tokens 322when to execute 322

Tool Access tool 990tools

Batch Viewer tool 674Cleanse Functions tool 415Data Steward tools 50Databases tool 61described 48Mappings tool 746Merge Manager tool 336Queries tool 162, 164, 198Schema Manager 90security tools 50Tool Access tool 990user access to 989Users tool 868utilities tools 51write locks 28

traceability 337

1060 Siperian Hub Administrator Guide

training xxxtree unmerge 780trust 460

about trust 455assigning trust levels 462calculations 456considerations for setting 460decay curve 459decay graph types 460decay periods 455defined 1036defining 462enabling 461levels 455maximum trust 459minimum trust 459properties of 459slow initial rapid later (SIRL) decay 460synchronizing trust settings 747Systems and Trust tool 350trust levels, defined 455

typical search level 534

UUnicode

ANSI Code Page 946cleanse settings 945configuring 940Hub Console 945NLS_LANG 947Unix and locale recommendations 945

unmergecascade unmerge 597manual unmerge 733

unmerge child when parent unmerges 597Unmerge jobs 779

cascade unmerge 779linear unmerge 780tree unmerge 780unmerge all 780

UPDATED_BY column 95, 121, 366user exits

about 912, 956cmxue package (Oracle) 956POST_LANDING 958POST_LOAD 961POST_MATCH 962POST_MERGE 963POST_STAGE 959POST_UNMERGE 964PRE_STAGE 959PRE_USER_MERGE_ASSIGNMENT

965Stage process 957types 957viewing 913

user groupsabout user groups 881adding 883assigning users to 885defined 1038deleting 884editing 883

User Object Registryabout 910configuration requirements for custom

code 910custom button functions, viewing 917

1061

custom Java cleanse functions, viewing915

custom stored procedures, viewing 914starting 911user exits, viewing 913

user objectsabout 910

usersabout users 867adding 869assigning to Operational Record Stores

(ORS) 886database access 875deleting 874editing 870external application users 867global password policies 877password settings 874private password policies 879properties of 868supplemental information 872tool access 989types of users 867user accounts 867

Users and Groups tool 882Users tool 868utilities tools 51Utilities workbench 51

Vvalidation checks 468validation rules

about validation rules 468adding 478

custom validation rules 473, 477defined 468, 1039defining 468domain checks 473downgrade percentage 474editing 480, 481enabling columns for validation 470examples of 476execution sequence 471existence checks 473pattern validation 473properties of 473referential integrity 473removing 482required columns 469reserve minimum trust 474rule column properties 474rule name 473rule SQL 474rule types 473state-enabled base objects 469validation checks 468

WWeb Services Description Language (WSDL)

ORS-specific APIs 821Wide_Contact match purpose 557Wide_Household match purpose 552Workbenches view 25workbenches, defined 24write lock

acquiring 30releasing 30

1062 Siperian Hub Administrator Guide

tools that require 28write locks

exclusive locks 28non-exclusive locks 28

XXSD file

downloading 828

1063

1064 Siperian Hub Administrator Guide