Defining a Precedence Association Set for reconciliation Merge activities
To merge instances that have been identified as matches, you must use a Precedence Association set.
A Precedence Association set has the following parts:
- Precedence Set — Defines precedence values at the dataset, class, and attribute levels. Precedence Sets can be used with multiple datasets. For more information, see Creating a Precedence set for reconciliation Merge activities.
- Precedence Association — Links a source dataset with a Precedence Set. For more information, see Creating a Precedence Association for reconciliation Merge activities.
Before you begin
- Before creating a Precedence Association set, check if you can use the Standard identification and precedence rules for reconciliation jobs shipped with the product.
- To fill out the Job Editor window options see, Creating and editing a customized reconciliation job. After completing the steps given in that topic, move to the procedure described below.
Creating a Precedence Association Set for a reconciliation Merge activity
New Precedence Set
- In the Precedence area for a new precedence association, click on the New Precedence Association Set icon .
- The New Precedence Association Set window displays a popup that has a list of available datasets from which you can choose to create a Precedence Association set. Select the datasets that you want and click apply.
- Earlier, if you have selected the Source Datasets and Target Datasets in the Dataset Configuration area in the New Activity window, those datasets are pre-populated in the New Precedence Association Set window.
- In the name field add the name you would like to give this Precedence Association set.
- Click the Show All classes and attributes icon to get a complete list of classes and attributes available across all namespaces.
- Double click in the cell where you want to enter the precedence value for the related class or attribute of the dataset.
- Move the inline slider to select the precedence value that you require. Alternatively, you can also type in the value and press enter to confirm.
- To enter more details such as Defer if Null, Append To Lists, or Active; click the arrow at the right corner to display these checkboxes.
These Options are described in detail in the table below.
Defer If Null
Define how to handle empty, or NULL, attributes in the dataset associated with the Precedence Set. The Defer if Null setting at the Precedence set level is overridden by the same setting in any Precedences defined for the set.
Checked — If the value of an attribute in this dataset is NULL and this precedence value is the highest, defer to the dataset with the next highest precedence value. Do not write NULL to the production dataset.
Unchecked — Apply the precedence value for this dataset regardless of whether an attribute value is NULL.
Append to Lists
Set whether list values from all source datasets are appended to list-formatted Character attributes in the production dataset. Duplicate entries are not appended to the list. A list-formatted attribute is a Character attribute that is intended to hold a list of values according to a specified format. The Append to Lists setting at the Precedence set level is overridden by the same setting in any Precedences defined for the set.
Checked — If this Precedence set has the highest precedence value for a list-formatted Character attribute in a Merge activity, the list values from all source datasets are appended to the list in the target dataset. If some other set has the highest precedence value for the attribute, the Append to Lists option for that set determines whether values are appended.
Unchecked — If this Precedence set has the highest precedence value for a list-formatted Character attribute in a Merge activity, the list values from the source dataset paired with this set overwrite the list in the production dataset.
Specifies the status of the activity for class or attribute.
Require Explicit Precedences
This option appears at the dataset precedence level. You can specify whether to define precedences for all classes or attributes. Select this option to require explicit Precedence entries for classes and attributes. You must add precedence rules for the classes and attributes. Clear this option to apply this Precedence set to all classes and attributes for which a Precedence is not defined.
- Click Save to save the newly created precedence set.
The Dataset Order pane gives you a list of datasets in the order of precedences in ascending order.
To edit or view existing Precedence association set
- In the Precedence area to edit or view a precedence association click on the View/Edit Precedence Association Set icon.
- The Precedence Association Set window displays a list of datasets present in the precedence set.
If you want to edit the Precedence Association Set, carry out steps 4 to 8 described above.
To delete existing Precedence association set
- In the Precedence area, from the drop-down list select the Precedence Association Set that you want to delete.
- Click Delete Precedence Association Set icon.
- Click Yes to delete the Precedence Associate Set.
All associated rules get deleted along with the Precedence Association Set.