1 Duplicate Analyzer Exercises

2 Installation and Initial Configuration: Exercises Exercises 1.Install Duplicate Analyzer on your local PC. 2.Configure Duplicate Analyzer for the current SuperOffice Database. 3.Activate license by using the web activation principle. 4.Optional: Configure a backup database 5.Try out the different user roles in Duplicate Analyzer

3 Master Data Configuration: Exercises Exercises 1.Configure data limitations both based on Selections and SQL and test them. Even try them out in combination. 2.Write down an example of how to use data limitation rule, master limitation rule and candidate limitation rule, you find relevant in a customer case of yours 3.Implement a master definition rule 4.Optional: Explain when it could be relevant to use the master definition along with a master limitation rule 5.Write down when it would be practical to use the reject merge definition 6.Optional: Create a separate database with the relevant table and fields. Provide data to the table and setup a Reject Merge Definition

4 Script Configuration: Exercises Exercises 1.Option: Perform a script configuration that moves records from a add-on SuperOffice table with contact_id included from a candidate record to the master record.

5 SuperOffice Customized Configuration: Exercises Exercises 1.Setup Relation Configuration for both company and person 2.Setup minimum 3 user-defined fields for companies 3.Optional: Add a user-defined field to an existing analysis profile

6 Advanced Functions: Exercises Exercises 1.Describe how set all undecided works 2.Describe how clear all undecided works

7 Analysis profile configuration: Exercises Exercises 1.Start the Duplicate Analyzer from the Tool box and find the Analysis area. 2.Choose the first Analysis profile under Company. 3.Create and use a selection from SuperOffice 4.Change the Postal_Address1 minimum score from 60 to 70, and the comparison weight to Boost the Analysis using the 3 first characters in the Postal Address line. 6.Add a profile line to the existing profile. The new line should include a Postal Zip code comparison. The Compare Method is Equal and the comparison weight is 0. 7.Add 2 user defined fields to your Analysis profile.

8 Analysis : Exercises Exercises 1.Find the Analysis standard profile ’1. Ultra Quick – Name and Phone Exactly Match’ and run an analysis 2.Choose the A score (90-100) and B score (80-89) companies and mark the companies with the appropriate status 3.Run a More page and Statistic list on the companies from exercises 2. 4.Go through the companies marked for Control

9 Exercises Processing Analysis Results : Exercises 1.Add Relation Configuration to your analysis 2.Run an analysis according to the recommended approach, and go through the first 10 master/candidate set listed with the highest score 3.Run an analysis according to the alternative method, and go through the first 10 master/candidate set listed with the highest score. 4.Make a manual analysis of 10 of the master/candidate set listed. 5.Find possible candidates and create a Mother Relation between them, and set to ‘reject’ 6.Make a Bulk Merge of all master/candidate with a higher score than 99

10 Exercises 1.Run an person analysis, and go through the first 10 master/candidate set listed with the highest score and merge Person Analysis and Merge : Exercises