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DataFlux Data Management Studio Installation and

1. File storage specifies a separate storage location for objects that are stored as files such as data jobs process jobs queries sas files SAS code files and Entity Resolution Output files sri files For a list of supported formats see File Storage for Repositories 10 DataFlux Data Management Studio Installation and Configuration Guide Database Storage for Repositories A Data Management Studio repository supports two kinds of storage database storage and file storage The following databases can be used for the database storage section of a repository Microsoft SQL Server 2008 Ri R2 Microsoft SQL Server 2005 Microsoft SQL Server 2000 Enterprise Edition 64 bit Teradata 12 0 and 13 0 amp note Due to locking issues file based repositories and Microsoft Access based repositories are not recommended File Storage for Repositories The file storage location can be any physical path that is accessible to Data Management Studio which is a Windows application Any version of Windows that supports Data Management Studio can of course be used for file storage For more information see Operating Systems It is possible to specify a UNIX location for file storage if this location has been made accessible to Data Management Studio as a network drive etc The following versions of UNIX are supported e AIX Version 5 3 and 6 1 on POWER architectures e HP UX PA RISC HP UX 11iv2 11 23 11i
2. All DataFlux Data Management Studio Installation and Configuration Guide 23 Option Purpose _ Source Architect nodes etc Defined in ids h MERIFY CACHESIZE Specifies a Optional percentage value Specifies the path Required Maintained by Canada installation to Canadian data by SERP When you install Canada Post data on nodes ja machine it writes the path where it was installed into the data This data is architecture specific so it differs from platform to platform even though it is the same data Machines with different architectures require separate installations geo phone path by Geo VERIFY PRELOAD Specifies the Optional Valid values are ALL or empty string ee ah al verify NMERIFY USEDPV Enables or Optional disables the PDV VERIFY USERDI Enables or Optional Residential Delivery Indicator RDI disables the RDI processing MERIFY USELACS disables the eLOT processing data path by USPS VERIFY UPSPINST Determines Required Maintained by USPS installation whether the USPS data is installed or VERIFYINTL CFG Required Path maintained by component by linstallation internati onal verificati 24 DataFlux Data Management Studio Installation and Configuration Guide Option Purpose Source Notes Use this option to job node change the default location of this file VERIFYWORLD DB Specifies the Required Path maintained by component Platon data path for linstallation Platon VERIFYWORL
3. 3 The end user documentation included with the redistribution if any must include the following acknowledgment This product includes software developed by the Apache Software Foundation http www apache org Alternately this acknowledgment may appear in the software itself if and wherever such third party acknowledgments normally appear 4 The names Xerces and Apache Software Foundation must not be used to endorse or promote products derived from this software without prior written permission For written permission please contact apache apache org 5 Products derived from this software may not be called Apache nor may Apache appear in their name without prior written permission of the Apache Software Foundation THIS SOFTWARE IS PROVIDED AS IS AND ANY EXPRESSED OR IMPLIED WARRANTIES INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED IN NO EVENT SHALL THE APACHE SOFTWARE FOUNDATION OR ITS CONTRIBUTORS BE LIABLE FOR ANY DIRECT INDIRECT INCIDENTAL SPECIAL EXEMPLARY OR CONSEQUENTIAL DAMAGES INCLUDING BUT NOT LIMITED TO PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES LOSS OF USE DATA OR PROFITS OR BUSINESS INTERRUPTION HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY WHETHER IN CONTRACT ii DataFlux Data Management Studio Installation and Configuration Guide STRICT LIABILITY OR TORT INCLUDING NEGLIGENCE OR OTHERWISE ARISING IN ANY WAY OU
4. A mini language composed of symbols and operators that enables you to express how a computer application should search for a specified pattern in text A pattern may then be replaced with another pattern also described using the regular expression language repository A Data Management Studio repository is a hierarchical data storage mechanism row rule A row rule evaluates every row of data passed into the Monitoring node RP Software Evaluation and Recognition Program is a program the Canada Post administers to certify address verification software rule A single rule can be either a row level rule or a data set level rule A row level rule is applied to each row which enters the system while a data set level rule is applied to an entire data set or a portion of a data set 46 DataFlux Data Management Studio Installation and Configuration Guide rule set A rule set is a set of one or more rules which are applied together as a group Use a rule set when you find you are using a few rules together frequently S SDK Software Development Kit SDK sensitivity Regarding matching procedures sensitivity refers to the relative tightness or looseness of the expected match results A higher sensitivity indicates you want the values in your match results to be very similar to each other A lower sensitivity setting indicates that you would like the match results to be fuzzier in nature SERP The Software Evaluation and Recogniti
5. milliseconds and entries the number of times you ve entered that code These shared libraries are installed to Support the SAP Remote Function Call node a data job node in Data Management Studio For more information see Installing Support for the SAP RFC Node topic in the DataFlux Data Management Studio Installation and Configuration Guide DataFlux Data Management Studio Installation and Configuration Guide 27 Data Access Component Directives The Data Access Component DAC enables you to connect to data using Open Database Connectivity ODBC and Threaded Kernel Table Services TKTS ODBC database source names DSNs are not managed by the DAC but by the Microsoft ODBC Administrator TKTS DSNs however are managed by the DAC and TKTS connections are stored in a TKTS DSN directory The DAC reads a list of settings to determine what actions to take where to find various things it needs and how to make the proper connections aS Note The default DAC directives should be satisfactory for most sites Change these settings only if you have special needs There are three types of DAC Configuration Directives Configuration options Most of the DAC s settings come from configuration values as specified in app cfg or other config files that are read in a specific sequence It is recommended to put these settings in the app cfg file but they can be put in macro cfg or another application specific configuration file See Confi
6. Data Management Studio Installation and Configuration Guide Table of Contents PMtrOCUCTION 20 cccceeeeneeeeeeeeeeeeeeeeaeeaeaeeeeaeeeuaeeauaeeeeeuaeesuaseeuaseguasaeuaseeuasesuansguansguans 1 AACCESSIDINIRY ctu csc vias shdvxa ies sateeah EAA sae ease shares 1 Conventions Used in this DOCUMENL cece e eect eee eee etna eee eee eee eee eee 1 Reference PubliCAtiONs vcsiccscedscccieteres cients enesendes ents dered aAa ni 2 Installing Data Management Studio ccccceeeeneeeeeeeeeneeeeeeeeeeeaeeeeaeeeeaeeeeaeeneseans 3 Installing Data Management Studio c ce eceee cece cere eee eee eee eens eats eae e eae ee ee 3 System REQUIFEMENES sisedccesiseievcarvehoaresanvdav eebovearebanwtan ONERE sary oan ONERE ESERE ONNE 7 Supported Databases for Data StOrage cccecceceeeecee renee eee eee net nets ene t net nn tents 8 Supported Databases for Repository Storage s s s s ssssssssssssssrrrrrsssrrrrrnrnsrrrrrrnreeens 10 Supported PlatformS EEE EERE EEE EEE EEE EES 12 Configuring Data Management Studio ccccseeeeeeeeeeeeeeeeeeeeeeeueseeeeseoueeeoeeeeaees 15 Configuration File Sireci e a E ta oebhan ees cbhaaedcetaunnea ehkiad4 a seas 15 DataFlux Folder PermiSSiONs aruseiscopinni ie a a 16 Configuration Options s rrsesrrirrina rinri kesr renee ete 16 Data Access Component Directives cccccccece ence cnet eee ene teeta ene tenet teen nee teens 28 LOGGING Options cecsceeneis seori bekes cig tele a bade esda bene
7. License Server 1 10 Download the License Manager from the DataFlux MyPortal site http www dataflux com MyDataFlux Portal Install the License Manager on the computer that will be your license server Double click the installation package and follow the instructions A licensing user guide is installed in the folder where the license server is installed Later you will use the instructions in this user guide to start the licensing server Run the Imhostid command which generates a host ID for your license server Email the host ID to your DataFlux representative and request a license file When you receive the license file save it on the computer that will be your license server Start the license server according to the instructions in the licensing user guide On the computer where Data Management Studio is installed select Start gt Programs gt DataFlux gt License Manager 2 2 In the License Manager dialog select DataFlux License as the primary licensing method In the DataFlux license file section of the dialog specify the location of the license server This value will be something like server dataflux com When finished click OK DataFlux License File Perform the following steps to enable a single computer to access a DataFlux license file on a file system 1 On a computer where Data Management Studio is installed select Start gt Programs gt DataFlux gt Show Host ID The host ID is disp
8. Microsoft SQL Server 2000 SQL Server Wire Protocol Microsoft SQL Server 2005 SQL Server Wire Protocol Microsoft SQL Server 2008 R1 R2 S ybase Wire Protocol Sybase Adaptive Server 11 5 and 11 9 Sybase Wire Protocol Sybase Adaptive Server Enterprise 12 0 12 5x 15 0 15 5 and 15 7 Sybase IQ Sybase IQ 15 0 15 1 15 2 and 15 3 DataFlux Data Management Studio Installation and Configuration Guide 9 Supported Databases for Repository Storage Overview To add or update a repository you will access the Repository Definition dialog This dialog is used to create a repository definition file RCF file There are two main sections of the Repository Definition dialog as shown in the next figure Edit Repository Definition Name Web Repository ORA re a J for the storage of items requiring a database Database file Location Browse Database connection Name P DataFlux Web Studio ORA Table prefix optional WEB Test Connection lobed a of file based items Folder C ProgramData DataFlux DataManagement 2 2 Rer Browse l Connect to repository at startup I Private Data storage specifies a database for the storage of data explorations profiles and all objects in the Business Rule Manager rules tasks custom metrics etc Supported databases include SQLite and other database formats For a list of supported formats see Database Storage for Repositories
9. application start up creates a blue interacting with fusion pool that sets the option for all QKB consumers Profile Explorer and Nodes with the exception of the Expression Engine which continue to have its own initialization O QKB ALLOW_INCOMPAT Allow use of ptional Default is NO Note that the incompatible application start up creates a blue Quality Knowledge fusion pool that sets the option for all Base definitions consumers Profile Explorer and Nodes with the exception of the Expression Engine which continue to have its own initialization QKB ON_DEMAND Loads QKB Optional Default is YES Note that the initi application start up creates a blue fusion pool that sets the option for all consumers Profile Explorer and Nodes with the exception of the Expression Engine which continue to have its own initialization CUSTOMIZE DISABLE_F Temporarily Optional Read by ui cfg when Customize starts ILE_NOTIFICATIONS disables When QKB developers make numerous notifications small changes to files in an editor while Customize is open Customize sends a notification that warns that the file being changed and provides a list of all the definitions that are affected To temporarily disable these notifications edit ui cfg by adding CUSTOMIZE DISABLE_FILE_NOTIFICA TIONS 1 Architect Client UI settings ARCHITECT AutoPassThriClient option to Optional Maintained by client choices are 0 i target 1 Source and Target and 2
10. applied to all puddles Here are a few puddles WFEJOB batch jobs on DMServer WFESVC Process services on DMSERVER APISVC DFAPI services in the works POOLING CHILD_MAXIM Throttling for Optional When specified the number of UM_LAUNCHES concurrent child process launches is limited by this value If the current child launch request exceeds the specified value the launch will wait O until the number of launching processes is below the specified value If zero or not specified there is no limit of concurrent child launches i Optional If 0 the number of concurrent pooled of concurrent processes is unlimited Default is pooled processes unlimited previously was 10 If POOLING GET_PROCESS_TIMEOUT is set it will wait for that amount of time to get a new process if it needs one This is a puddle option POOLING GET_PROCES Acquire process ptional Default is no timeout Specifies the D i length of time in seconds the process requester should wait for a process to become available If zero the requester will wait indefinitely The acquire process timeout is in terms of the acquisition of a process and the process pooling handshaking It does not consider the time required by the requester to complete application level initialization This is a puddle option POOLING IDLE_TIMEOU Idle process Optional Default is 0 Specifies the length of i time in seconds a process remains idle before it is terminated If zero i
11. eie Da EOE ue esto ENAS 31 Installing Add On Products cccecseeeeeeeeeeeeeeeeeeeeeeeeeseeeeeeeeeeeeeeeeaeaeaeeausseousaeans 34 Installing a Quality Knowledge BaS ceceeeeeee nett eee e eee teeta teeta neta teeta tenets 34 Installing Data Packs aiicsicksavenicetars n o aE oie bide cinadaialbeleai aided 34 Installing Supplemental Language Support ssssssssssssrrsssrrrrrrrssrrrrrrnrnsrrrrrrrrsenne 36 Installing the Address Update Add On ccccceceee eee e ee eee eee e eee eee nett neta nae enatas 36 Installing Support for the SAP RFC Node ceceececceceeee eee eee eee eee ne eee eneeeetneenaeenennes 37 Technical SUPPOFt ccceeeeeeeee ee ee a 38 Frequently Asked Questions FAQ cecc ct EEE EEE ts 38 Glossary weccceesceeeec eee eeeeeeeeeeeeeeeeeeeeeeeaeaseaeaseaeasaseauaseaeaeeaeaseaeaeeauaseauaeeauaseauaeeauagens 40 DataFlux Data Management Studio Installation and Configuration Guide vii viii DataFlux Data Management Studio Installation and Configuration Guide Introduction e Accessibility e Conventions Used in this Document e DataFlux References Accessibility DataFlux Data Management Platform Data Management Platform includes features that improve usability of the product for users with disabilities These features are related to accessibility standards for electronic information technology that were adopted by the United States U S Government under Section 508 of the U S Rehabilitation Act
12. modify merge publish distribute sublicense and or sell copies of the Software and to permit persons to whom the Software is furnished to do so subject to the following conditions The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software THE SOFTWARE IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND EXPRESS OR IMPLIED INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM DAMAGES OR OTHER LIABILITY WHETHER IN AN ACTION OF CONTRACT TORT OR OTHERWISE ARISING FROM OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE Google Web Toolkit This product may include Google Web Toolkit software developed by Google and licensed under the Apache License 2 0 J DOM Project This product may include software developed by the JDOM Project http www jdom org OpenSymphony This product may include software technology from OpenSymphony A copy of this license can be found here http www opensymphony com osworkflow license action It is derived from and fully compatible with the Apache license that can be found here http www apache org licenses Sun Microsystems This product may include software copyrighted by Sun Microsystems jaxrpc jar and saaj jar whose use and distribution is subject to th
13. operating system to download Close all other applications and follow the procedure that is appropriate for your operating system Windows Browse to and double click the installation file to begin the installation wizard If you are installing QAS data you must enter a license key When the wizard prompts you for a license key enter your key for the locale you are installing UNI X Installation notes accompany the download for each of the UNIX data packs from DataFlux For Platon and USPS data check with the vendor for more information EA Notes 1 Be sure to select a location to which you have write access and which has at least 430 MB of available space 2 Download links are also available from the MyDataFlux Portal link at http www dataflux com MyDataFlux Portal DataFlux Data Management Studio Installation and Configuration Guide 35 Configuring Enrichment Data If you are using external data installing USPS Canada Post Geocode Phone QAS World or other enrichment data you will need to specify the path to each data source in your configuration file For path information on all configuration options see the section on Configuration Options is amp note When you install Canada Post data on a machine it writes the path where it was installed into the data This data is architecture specific so it differs from platform to platform even though it is the same data Machines with different architectur
14. API provided by SAP This functionality would be useful to e read information from SAP that is not readily available in tables e use the functionality that SAP exposes as BAPIs e load data to SAP by using SAP provided functions that are a standard way of updating objects e trigger an upload to SAP by using functions that take for example an external file input In order to use the SAP Remote Function Call node you must install SAP libraries DLLs on the computer where the job that contains the node will be executed For example if you will use Data Management Studio to execute a job with an SAP Remote Function Call node then you must install the SAP libraries on the computer where Data Management Studio is running If you will use Data Management Server to execute a job with an SAP Remote Function Call node then you must install the SAP libraries on the computer where Data Management Server is running Data Management Studio is a 32 bit application and so requires 32 bit SAP libraries See the SAP documentation for details about installing these libraries Data Management Servers can be either 32 bit or 64 bit See the SAP documentation for details about installing the appropriate libraries Data Management Studio is a Windows application but Data Management Servers can run on UNIX For UNIX systems only you can set the SAP_LIBPATH option in the app cfg file to point to the SAP DLLs DataFlux Data Management Studio Installatio
15. D UNLK Specifies the Required Path maintained by component Platon library for linstallation universal unlock Platon code CLUSTER BYTES Specifies the bytes Optional use when clustering CLUSTER LOG Specifies whether Optional a clustering log is needed CLUSTER TEMP Specifies the Optional cluster temporary path FRED LOG Specifies whether Optional a FRED log is needed classpath AVA DEBUG N AVA DEBUGPORT dfi ntelliServer DFCLIENT CFG Required Maintained by dfIntelliServer dfIntelliServer installation typical location is C Program Files DataFlux dfIntelliServer etc dfcli ent cfg modify the dfclient cfg file to point to the server and port Repository REPOS CREATE_SPEC_P Specifies how to Optional This specification provides a means of create the configuring the commands to create repository table or tables and indexes in the repository Optional Number of times to retry SQLite repository connection when a connect attempt times out or 1 to retry until a connection is established SQLite repository REPOS TABLE_LIST_PAT Repository XML Optional The directory that should contain XML H table definition files for any tables the repository library should add on creation or DataFlux Data Management Studio Installation and Configuration Guide 25 Option Purpose Source update If set we look in here for XML files that will contain repository table definitions if not set we look in DFEXEC_H
16. DataFlux Data Management Studio Installation and Configuration Guide YOUR DATA 2 DATAF LUX YOUR BUSINESS J ONE SOLUTION This page is intentionally blank 4 _ DataFiux A SaS COMPANY DataFlux Data Management Studio Installation and Configuration Guide Version 2 3 June 22 2012 This page is intentionally blank Contact DataFlux DataFlux Corporate Headquarters Toll Free 877 846 3589 Tel 919 447 3000 Fax 919 447 3100 940 NW Cary Parkway Suite 201 Cary NC 27513 USA DataFlux West Tel 818 906 7638 Fax 818 907 6012 15300 Ventura Boulevard Suite 523 Sherman Oaks CA 91403 USA Technical Support Phone 1 919 531 9000 Email techsupport dataflux com Web http dataflux com MyDataFlux Portal aspx Documentation Support Email docs dataflux com DataFlux Data Management Studio Installation and Configuration Guide Legal Information Copyright 1997 2012 DataFlux Corporation LLC Cary NC USA All Rights Reserved DataFlux and all other DataFlux Corporation LLC product or service names are registered trademarks or trademarks of or licensed to DataFlux Corporation LLC in the USA and other countries indicates USA registration The scanning uploading and distribution of this book via the Internet or any other means without the permission of the publisher is illegal and punishable by law Please purchase only authorized electronic editions and do not participate in or en
17. ION OF CONTRACT TORT OR OTHERWISE ARISING FROM OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE gSOAP Copyright Disclosure Part of the software embedded in this product is gSOAP software Portions created by gSOAP are Copyright 2001 2004 Robert A van Engelen Genivia inc All Rights Reserved THE SOFTWARE IN THIS PRODUCT WAS IN PART PROVIDED BY GENIVIA INC AND ANY EXPRESS OR IMPLIED WARRANTIES INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED IN NO EVENT SHALL THE AUTHOR BE LIABLE FOR ANY DIRECT INDIRECT INCIDENTAL SPECIAL EXEMPLARY OR CONSEQUENTIAL DAMAGES INCLUDING BUT NOT LIMITED TO PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES LOSS OF USE DATA OR PROFITS OR BUSINESS INTERRUPTION HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY WHETHER IN CONTRACT STRICT LIABILITY OR TORT INCLUDING NEGLIGENCE OR OTHERWISE ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE DataFlux Data Management Studio Installation and Configuration Guide iii IBM Copyright Disclosure ICU License ICU 1 8 1 and later used in DataFlux Data Management Platform COPYRIGHT AND PERMISSION NOTICE Copyright 1995 2005 International Business Machines Corporation and others All Rights Reserved Permission is hereby granted free of charge to any person obtaining a copy of this software and ass
18. LICENS Location of the Required Must be set in the configuration file primary license file or server BASE MACROS_ PATH Path for system Optional If not specified this file is located in macros cfg file the etc subfolder of the installation folder NSE licensing method by base JDATAFLUX or SAS BASE SECONDARY_LICE Location of the Required Must be set in the configuration file Beno sees PAT Full path to the Optional Must be set in the configuration file or log configuration it defaults to logging xml in the etc file directory message directory BASE MESSAGE_LOCAL Error message Optional If not specified it is determined from E locale the system locale BASE MESSAGE_LEVEL Error level of Optional O or not specified normal messages messages 1 includes source file and line number in messages BASE USER_PATH Path for user Optional Automatically determined by dfcurver Se Se a PREFIX BASE REPOS_DDL_LINE SUFFIX BASE REPOS_SYS_PATH System path for Optional Automatically determined repository configuration files BASE REPOS_USER_PAT User directory for Optional Automatically determined by dfcurver H repository configuration files DataFlux Data Management Studio Installation and Configuration Guide 17 Purpose _ Source BASE REPOS_FILE_ROO Overrides the root Optional If specified this is used as the root for of the repository repository when resolving the URI In other words the path in the URI will be c
19. OME etc reposcreate maximum size of in this node is 5 242 880 bytes SMB strings declared in This enables specifying a larger value expression nodes in bytes If performance issues arise the suggested setting is 65536 bytes launch Java used to launch the java proxy process The Java command must be compatible with launching from the command line Here are some java JAVA CO java Djavax A trustStore C Store j ssecace JAVA CO D java Djavax ssl trustStore C Cert Store jssecacerts JAVA CO D C Program Files Java jre6 bin java MDM REPOSITORY_ROO Optional Name location of the root folder for TT FOLDER mdm within a repository This one allows for the foundations master_data to be overwritten by the end user when putting the contents of INSTALL_ROOT share mdm into a repository STEPENG PROFILEBYNO Specifies the Use only When set to Yes this gives you each node instance and how many design milliseconds were spent on each of three operations prepare pre testing jexecute execute and how many Do not times each was entered The ID will use in a correspond to the iid field in the XML producti jfile for the job and will include the job name so you can see embedded jobs environ To turn on the functionality go into ment lyour configuration files To profile realtime services update dfwsvc cfg To profile batch jobs update dfwfproc cfg To profile from studio update ui cfg To profile all three upd
20. Platform and DAC An additional TKTS log file is also available See Logging Options section for the scope level thresholds and configuration location for each of these logs Configuration Files In a previous installation of Data Management Studio had a config file named dis cfg don t see that file Where is it The dis cfg file used in previous versions of Data Management Studio was renamed dmserver cfg DataFlux Data Management Studio Installation and Configuration Guide 39 Glossary A Access Control Entry An Access Control Entry ACE is an entry of user information made to the Access Control Lists ACLs which is used to secure access to individual DataFlux Integration Server DIS objects Access Control Lists Access Control Lists ACLs are used to secure access to individual DataFlux Integration Server DIS objects address verification Address verification validation is the process of comparing a physical address to a reference database of known physical addresses so the original address can be standardized and corrected according to postal authority standards AIC Analyze Improve Control AIC DataFlux enables organizations to analyze improve and control their data from a single data quality integration platform DataFlux tools and approaches can help you build a comprehensive set of business rules that can create a unified view of your enterprise data and enhance the effectiveness of CDI CRM ERP leg
21. R PURPOSE TITLE AND NON INFRINGEMENT IN NO EVENT SHALL THE COPYRIGHT HOLDERS OR ANYONE DISTRIBUTING THE SOFTWARE BE LIABLE FOR ANY DAMAGES OR OTHER LIABILITY WHETHER IN CONTRACT TORT OR OTHERWISE ARISING FROM OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE DataDirect Copyright Disclosure Portions of this software are copyrighted by DataDirect Technologies Corp 1991 2008 Expat Copyright Disclosure Part of the software embedded in this product is Expat software Copyright 1998 1999 2000 Thai Open Source Software Center Ltd Permission is hereby granted free of charge to any person obtaining a copy of this software and associated documentation files the Software to deal in the Software without restriction including without limitation the rights to use copy modify merge publish distribute sublicense and or sell copies of the Software and to permit persons to whom the Software is furnished to do so subject to the following conditions The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software THE SOFTWARE IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND EXPRESS OR IMPLIED INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM DAMAGES OR OTHER LIABILITY WHETHER IN AN ACT
22. RANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED IN NO EVENT SHALL THE COPYRIGHT OWNER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT INDIRECT INCIDENTAL SPECIAL EXEMPLARY OR CONSEQUENTIAL DAMAGES INCLUDING BUT NOT LIMITED TO PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES LOSS OF USE DATA OR PROFITS OR BUSINESS INTERRUPTION HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY WHETHER IN CONTRACT STRICT LIABILITY OR TORT INCLUDING NEGLIGENCE OR OTHERWISE ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE iv DataFlux Data Management Studio Installation and Configuration Guide Red Hat Copyright Disclosure Red Hat Enterprise Linux and Red Hat Fedora are registered trademarks of Red Hat Inc in the United States and other countries SAS Copyright Disclosure Portions of this software and documentation are copyrighted by SAS Institute Inc Cary NC USA 2009 All Rights Reserved SQLite Copyright Disclosure The original author of SQLite has dedicated the code to the public domain Anyone is free to copy modify publish use compile sell or distribute the original SQLite code either in source code form or as a compiled binary for any purpose commercial or non commercial and by any means Sun Microsystems Copyright Disclosure Java is a trademark of Sun Microsystems Inc in the U S or other countries USPS Copyright Disclosure National
23. SER look injreaduncommitted in SQL Server applies to SYSTEM where dsn_name is DMP version 2 3 and the name of the beyond DSN Specifies whether to run Look for config value TKTS out of process DAC DFTK_PROCESS This allowing you to perform should specify any non null troubleshooting value for example yes This allows you to provide a Look in Not supported string that is appended to USER dsn_name postcreate for a every CREATE TABLE string where dsn_name is the statement If you include name of the dsn If it is not t in this string it is found in USER look in SYSTEM substituted with the table name DataFlux Data Management Studio Installation and Configuration Guide 29 Setting Description Windows Specifies where to find system saved connections Look in DAC SAVEDCONNSYSTEM config value for a path If it is not found the DAC checks for the DFEXEC_HOME environment variable in the DFEXEC_HOME etc dsn subdirectory which is in the Look for the same config value If not found look in the DFEXEC_HOME etc dsn subdirectory which is in the installation directory installation directory Specifies where TK files are Look for config value Same as for located This setting is DAC DFTK_PROCESS_ PATH If Windows but will applicable only if you are __ still not found set it to set it to running Data Factory Took DFEXEC_HOME bin DFEXEC_H DFEXEC_HOME lib Kit DFTK out of process OME bin core sasext
24. T OF THE USE OF THIS SOFTWARE EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE This software consists of voluntary contributions made by many individuals on behalf of the Apache Software Foundation and was originally based on software copyright c 1999 International Business Machines Inc http www ibm com For more information on the Apache Software Foundation please see http www apache org Boost Software License Disclosure Boost Software License Version 1 0 August 17 2003 Permission is hereby granted free of charge to any person or organization obtaining a copy of the software and accompanying documentation covered by this license the Software to use reproduce display distribute execute and transmit the Software and to prepare derivative works of the Software and to permit third parties to whom the Software is furnished to do so all subject to the following The copyright notices in the Software and this entire statement including the above license grant this restriction and the following disclaimer must be included in all copies of the Software in whole or in part and all derivative works of the Software unless such copies or derivative works are solely in the form of machine executable object code generated by a source language processor THE SOFTWARE IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND EXPRESS OR IMPLIED INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY FITNESS FOR A PARTICULA
25. The dftksrv path and core directory should be specified Specifies the path where TKTS DSNs are stored in XML files it is not found look in DFEXEC_HOME etc dftkdsn config value If it is not found look in Specifies the log file that is Look for config value produced by the TKTS layer IDAC TKTSLOGFILE and is useful for debugging tkts issues Specifies how much time in The DAC checks the registry for Not supported Seconds to delay between the start of the dfktsrv program and the booting of TK This setting is applicable only if you are running DFTK out of process a tktssleep value Look in DAC SAVEDCONNUSER config value for a path If not Look for the same config value If not User saved Specifies where to find connection juser saved connections found look in the user s application settings directory which is usually in the APPDATA directory in the DataFlux dac version subdirectory The APPDATA location is C Users userid AppData for Windows 7 and C Documents and Settings userid Application Data for Windows XP found look in the HOME dfpower ds n directory 30 DataFlux Data Management Studio Installation and Configuration Guide Setting Description Use braces Specifies whether to The DAC looks in enclose DSN items with USER usebraces for dword value HOME dfpower ds braces when they contain Jof 1 If it is not found there the j n cfg for a line reserved characte
26. ZIP ZIP 4 Delivery Point Barcode Information DPV RDI and NCOA United States Postal Service 2005 ZIP Code and ZIP 4 are registered trademarks of the U S Postal Service DataFlux is a non exclusive interface distributor of the United States Postal Service and holds a non exclusive license from the United States Postal Service to publish and sell USPS CASS DPV and RDI information This information is confidential and proprietary to the United States Postal Service The price of these products is neither established controlled or approved by the United States Postal Service VMware VMware virtual environment provided those products faithfully replicate the native hardware and provided the native hardware is one supported in the applicable DataFlux product documentation All DataFlux technical support is provided under the terms of a written license agreement signed by the DataFlux customer The VMware virtual environment may affect certain functions in DataFlux products for example sizing and recommendations and it may not be possible to fix all problems If DataFlux believes the virtualization layer is the root cause of an incident the customer will be directed to contact the appropriate VMware support provider to resolve the VMware issue and DataFlux shall have no further obligation for the issue Solutions and Accelerators Legal Statements Components of DataFlux Solutions and Accelerators may be licensed from ot
27. a variable or a column a single piece of data in a database table Database tables can have many fields The user defines the fields Each field has a unique identifier in the repository From a data monitoring standpoint the fields are not tied to any specific database or table but are bound at the time of execution to the current data set or row field set A field set is a collection of fields that belong together These usually represent a table of data and are used to aid in building rules and viewing results FIPS Federal Information Processing Standards FIPS A 5 digit number assigned to each county in the U S by the Census Bureau The first 2 digits are the state code and the last 3 digits are the county number FPO Fleet post office FPO indication for USPS used for military personnel G gender analysis An algorithm that can determine the gender of persons by their names gender definition A set of logic used to determine the probable gender of a name or identity type input string grammar A proprietary file type used to store hierarchical patterns pertinent to a specific subject area group rule A group rule evaluates and applies all rules to groups of data for example data grouped by state and the rules evaluated for each state H historical metrics A historical metric is available when a business rule is run a second time under the same report name You can view and compare the last two reports i
28. abase UDB v7 x and v8 x for Linux DB2 Wire Protocol BM DB2 v9 1 and v10 for z OS DB2 Wire Protocol BM DB2 UDB v7 x and v8 1 for z OS DB2 Wire Protocol IBM DB2 UDB V5R1 V5R2 V5R3 V5R4 V6R1 and V7R1 for iSeries reenplum Wire Protocol Greenplum Database 3 1 3 2 3 3 4 and 4 1 Informix client Informix Dynamic Server 9 2 9 3 9 4 10 0 11 0 11 5 and 11 7 Informix Wire Protocol Informix Dynamic Server 9 2 9 3 9 4 10 0 11 0 11 5 and 11 7 IMySQL Wire Protocol MySQL 5 0x 5 1 and 5 5 racle 8 0 5 and higher 32 bit only racle client racle 8i R2 and R3 8 1 6 and 8 1 7 racle 9i R1 and R2 9 0 1 and 9 2 acle 10g R1 and R2 10 1 and 10 2 racle 11g R1 and R2 11 1 and 11 2 racle 8i R2 R3 8 1 6 and 8 1 7 racle 9i R1 and R2 9 0 1 and 9 2 racle 10g R1 and R2 10 1 and 10 2 racle Wire Protocol racle 11g R2 11 2 ostgreSQL Wire Protocol PostgreSQL 8 2 8 3 8 4 9 0 and 9 1 Progress OpenEdge Wire Progress OpenEdge 10 1x 10 2x and 11 0 Protocol Salesforce Salesforce API Version 23 SQL Server Legacy Wire Microsoft SQL Server 7 0 Protocol SQL Server Legacy Wire Microsoft SQL Server 2000 Protocol SQL Server Legacy Wire Microsoft SQL Server 2005 Protocol QL Server Legacy Wire Microsoft SQL Server 2008 R1 R2 O x O 8 DataFlux Data Management Studio Installation and Configuration Guide rotocol iriver Database Version Protocol SQL Server Wire Protocol
29. acy data migration or compliance initiatives AMAS Address Matching Approval System AMAS is the program the Australia Post administers to certify address verification software API Application Programming Interface API is a set of software protocols routines and or tools used when building software applications APO Army Air Force post office APO is an indication for the USPS Architect J ob Templates Data Management Studio can be used to modify and build work flows called jobs These jobs can be delivered as templates that can be fleshed out by consultants or other IT professionals Many job templates will be designed and delivered with the solution to accommodate such things as address verification merging assigning IDs standardizing data and so on ASCII ASCII American Standard Code for Information Interchange is a character set based on the English alphabet basic category A basic category is a category that represents a single word Basic categories are the basic building blocks of Grammar rules Every basic category in a Grammar corresponds to a category in an ordered word list For this reason you should design Grammar rules in parallel with word analysis logic batch processing The application of data management routines to data source records in what are often very large groups usually in processes that require no manual user intervention Contrast with real time processing 40 DataFlux Data Management Stu
30. al Ultimate Windows 7 the 64 bit OS on an x64 chip Enterprise License Servers A DataFlux License Server 1 1 can be installed on the following server types Supported Server Types Minimum Versions 32 bit compatibility mode on 64 bit OS SUSE Linux Enterprise System 9 SP 3 or Greater on an x64 chip USE Linux Enterprise System 10 on an x64 chip USE Linux Enterprise System 11 on an x64 chip Windows Server 2003 SP1 Small Business Server Web Edition Datacenter Standard olaris 9 on a SPARC chip in amp Note The Linux server is supported on any Linux system that is compliant with Linux Server Base LSB 3 0 or greater You can determine the level of LSB compliance by running the command 1sb_release on the Linux system DataFlux Data Management Studio Installation and Configuration Guide 13 Virtual Environments Environments Supported _ _ _ _ z Aeae C R Virtual PC ataFlux products supported in this environment VMWare DataFlux products supported in this environment 14 DataFlux Data Management Studio Installation and Configuration Guide Configuring Data Management Studio e Configuration Files e DataFlux Folder Permissions e Configuration Options e Data Access Component Directives e Logging Options Configuration Files When Data Management Studio starts it will determine which configuration options are in effect by reading a series of configuration fi
31. an be considered to match each other match cluster A set of records grouped together based on some commonality Cluster IDs are numeric values used to refer to these clusters You can append cluster IDs to records in a database to document matches match codes The end result of passing data through a match definition A normalized encrypted string that represents portions of a data string that are considered to be significant with regard to the semantic identity of the data Two data strings are said to match if the same match code is generated for each match definition A set of logic used to generate a match code for a data string of a specific data type match value A string representing the value of a single token after match processing MCD Minor Civil Division MCD MDM Master Data Management MDM focuses on master data shared by several different systems and groups merge The process of joining records and eliminating duplicate records from a table based on user specified conditions and rules metadata Information that describes the properties of data for example when was last accessed or the size of the data value 44 DataFlux Data Management Studio Installation and Configuration Guide micropolitan This term is used in US Census data and refers to a population area including a city with 10 000 to 50 000 residents and surrounding areas MSA Metropolitan Statistical Areas MSA The MSA code assigned by t
32. ance C Documents and Settings lt USER ID gt Local Settings Temp PROF PER_TABLE_BYTE Frequency Optional Any numeric value Default is 1 PROF DEBUG_MODE Frequency Optional Possible values include 0 not debug distribution engine mode or 1 debug mode default is not debug mode debug mode The log is located at WFE ENGINE_THREAD_ Specifies the Optional Use this setting to limit the number of LIMIT thread pool limits engine threads The default is 0 for the workflow meaning unbounded which will defer S distribution engine frequency distribution engine per table bytes default PROF LOCK_RETRIES SQLite repository Optional Specifies the number of times to retry i SQLite repository connection when a connect attempt times out or 1 to 22 DataFlux Data Management Studio Installation and Configuration Guide Purpose _ Source Notes __ __ retry until a connection is established Used by explorer too QKB PATH Path to QKB Required Path is set to the default QKB defined by QKB in application Surfaces all parse Optional Default is NO Note that the definitions application start up creates a blue fusion pool that sets the option for all consumers Profile Explorer and Nodes with the exception of the Expression Engine which continue to have its own initialization QKB COMPATVER Denotes which Optional Possible values dfpower82 dmp21 compatible version and dmp22 Default dmp22 Note that to use when the
33. at is not executed Comments can be either C style starts with and ends with or C style starts with and continues to the end of a line Core Fields Default logic to handle data such as name and address which inform the identity management process CPC Canadian Post Certification CPC is the SERP program administered by the Canadian Post This is similar to the CASS certification administered by the USPS CRM Customer Relationship Management CRM custom metrics Custom metrics may be used when the standard metrics do not contain the rules you need to accomplish the desired results DataFlux Data Management Studio Installation and Configuration Guide 41 D dashboard The dashboard is a Web based view of the task grid and graphs in the Monitor Viewer data profiling A discovery process that uncovers potential problem areas in large amounts of structured data data type Not used in the sense of a database data type varchar for instance but used to describe sets of data values that follow certain rules and conventions Name and Address are two examples of data types database A collection of tables containing data that can be accessed easily by a computer system definition An algorithm available to a DataFlux application derived category A derived category is a category composed of one or more other categories The makeup of a derived category is described using rules dfi ntelliServer dfIntell
34. ate app cfg The results are written to the log under the DF RTProfiler 26 DataFlux Data Management Studio Installation and Configuration Guide Option Purpose _ Source Notes Specifies the location of SAP RFC libraries on UNIX only heading at trace level An example of the output is NX inner2 ddf 1 0 5 where the values represent action type or operation either NX cumulative time spent processing rows PR time preparing or PX time pre executing job name instance iid field in the XML file milliseconds and entries the number of times you ve entered that code Use only When set to Yes this setting provides design and testing Do not use ina producti on environ ment Optional you each node type along with how many milliseconds were spent on each of three operations prepare pre execute execute and how many times each was entered To turn on the functionality go into your configuration files To profile realtime services update dfwsvc cfg To profile batch jobs update dfwfproc cfg To profile from studio update ui cfg To profile all three update app cfg The results are written to the log under the DF RTProfiler heading at trace level An example of the output is NX ARCHITECT_EMBEDDED_JO B 0 5 where the values represent action type or operation either NX cumulative time spent processing rows PR time preparing or PX time pre executing node type
35. courage electronic piracy of copyrighted materials Your support of others rights is appreciated DataFlux Legal Statements DataFlux Solutions and Accelerators Legal Statements DataFlux Legal Statements Apache Portable Runtime License Disclosure Copyright 2008 DataFlux Corporation LLC Cary NC USA Licensed under the Apache License Version 2 0 the License you may not use this file except in compliance with the License You may obtain a copy of the License at http www apache org licenses LICENSE 2 0 Unless required by applicable law or agreed to in writing software distributed under the License is distributed on an AS IS BASIS WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND either express or implied See the License for the specific language governing permissions and limitations under the License Apache Xerces Copyright Disclosure The Apache Software License Version 3 1 Copyright 1999 2003 The Apache Software Foundation All rights reserved Redistribution and use in source and binary forms with or without modification are permitted provided that the following conditions are met 1 Redistributions of source code must retain the above copyright notice this list of conditions and the following disclaimer 2 Redistributions in binary form must reproduce the above copyright notice this list of conditions and the following disclaimer in the documentation and or other materials provided with the distribution
36. dentification analysis An algorithm that can determine from a known set of options what type of data is represented by a particular subject value identification definition A set of logic used to identify an input string as a member of a redefined or user defined value group or category inputs Input fields are the fields where you apply the checks specified in the Rule Manager This list includes all the fields you have defined in the Business Rule Manager including the Output fields from custom metrics and any grouped by field DataFlux Data Management Studio Installation and Configuration Guide 43 job The saved configuration settings for a particular task in a Data Management Studio application You can run jobs interactively or combine them with other jobs and schedule the set of jobs to run on a particular date or time L LACS US Locatable Address Conversion Service LACS is a product system in a different USPS product line that allows mailers to identify and convert a rural route address to a city style address locale The country of origin based on an address or country code locale guessing A process that attempts to identify the country of origin of a particular piece of data based on an address country code or other field M match The process of identifying data strings that can be different representations of the same semantic information For example the strings Mr Bob Brauer Robert J and Brauer c
37. der anywhere Contents Users need to be able to access the content and make changes to the DataFluxhome etc location Also they should have access to their own user location located in APPDATA DataFlux DataFlux home Data Management Configuration Options The main configuration options for Data Management Studio are as follows Option Purpose Source Notes Base General Application i UNIX only odbc ini file BASE AUTH_SERVER_L Location of Optional If specified contains the IOM URI to OC DataFlux an Authentication Server The basic Authentication format of the Authentication Server Server IOM URI is iom lt host gt lt port gt Where lt host gt is the name of the computer where the Authentication Server is executing and lt port gt is the port in which the Authentication Server may be contacted The port should be specified as 21030 unless the default port for the Authentication Server has been changed For more information see the topic Run a Job with Domain Enabled ODBC Connections in the Data Jobs chapter of the DataFlux Data Management Studio User s Guide BASE LIBRARY_PATH Path for Java jar Optional Determined by startup code dependencies DFEXEC_HOME lib 16 DataFlux Data Management Studio Installation and Configuration Guide Purpose Subsystems to find plugins executables BASE PRIMARY_LICENS Primary licensing Required Must ii on set in the configuration file as BASE PRIMARY_
38. dio Installation and Configuration Guide business functions These are expressions which are written in a generic manner so they can be reused from multiple rules or applications business rule A conditional statement that tells a system running a business process how to react to a particular situation C case definition A set of logic used to accurately change the case of an input value accounting for unique values that need to be case sensitive such as abbreviations and business names CASS Coding Accuracy Support System CASS is the program the United States Postal Service USPS administers to certify address verification software CBSA Census Bureau Statistical Areas CBSA CEDA Cross Environment Data Access CEDA census string The census string is a US Census Bureau designation for the boundary area in which the centroid exists The census string contains state county and other census type information centroid A centroid is the approximate mathematical center of the ZIP or ZIP 4 boundary checks These are built in checks expressions that provide a template to the user to build common standard expressions chop table A proprietary file type used by DataFlux as a lex table to separate characters in a subject value into more usable segments CMRA US Commercial Mail Receiving Agency CMRA CMSA Consolidated Metropolitan Statistical Areas CMSA Comments Comments are text within a code segment th
39. dle processes are not terminated This is a puddle option Optional Default is O never terminate it This controls how many times a process errors before can fail when it is reused for DataFlux Data Management Studio Installation and Configuration Guide 21 Notes process is something else before it is terminated terminated This is a puddle option number of times a pooled process may be used After the pooled process has been used the specified number of times it is terminated This is a puddle option Process Flow Optional When user hits cancel the amount of time to wait for remote nodes to exit gracefully before killing them WFE MAX_EMBED_COU i Optional Defaults to 100 Maximum level of NT i embedding for process nodes Helps prevent runaway recursion when recursively embedding jobs WFE MAX_EMBED_COU Maximum threads Optional Default unlimited Allows the user to NT allocate a number of threads for running process nodes Each thread runs a node even when running out of process If this count is reached nodes scheduled for execution will queue up engine to the system for the thread pool limits The optimal setting is the number of processors 1 WFE STATUS_FREQUEN How frequently to Optional This is milliseconds the default is 250 CY update status This is how long to wait before obtaining status from a remote node Setting to 1 disables polling for status which may yield better perform
40. e Sun Binary code license This product may include Java Software technologies developed by Sun Microsystems Inc and licensed to Doug Lea The Java Software technologies are copyright 1994 2000 Sun Microsystems Inc All rights reserved This software is provided AS IS without a warranty of any kind ALL EXPRESS OR IMPLIED CONDITIONS REPRESENTATIONS AND WARRANTIES INCLUDING ANY IMPLIED WARRANTY OF MERCHANTABILITY FITNESS FOR A PARTICULAR PURPOSE OR NON INFRINGEMENT ARE HEREBY EXCLUDED DATAFLUX CORPORATION LLC SUN MICROSYSTEMS INC AND THEIR RESPECTIVE LICENSORS SHALL NOT BE LIABLE FOR ANY DAMAGES SUFFERED BY LICENSEE AS A RESULT OF USING MODIFYING OR DISTRIBUTING THE SOFTWARE OR ITS DERIVATIVES IN NO EVENT WILL SUN MICROSYSTEMS INC OR ITS LICENSORS BE LIABLE FOR ANY LOST REVENUE PROFIT OR DATA OR FOR DIRECT INDIRECT SPECIAL CONSEQUENTIAL INCIDENTAL OR PUNITIVE DAMAGES HOWEVER CAUSED AND REGARDLESS OF THE THEORY OF LIABILITY ARISING OUT OF THE USE OF OR INABILITY TO USE SOFTWARE EVEN IF SUN MICROSYSTEMS INC HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES Java Toolkit This product includes the Web Services Description Language for Java Toolkit 1 5 1 WSDL4J The WSDL4 binary code is located in the file wsdl4j jar Use of WSDL4J is governed by the terms and conditions of the Common Public License Version 1 0 CPL A copy of the CPL can be found here at http www opensource org licenses cpl1 0 php vi DataFlux
41. er system destinations simultaneously The logging facility also enables messages to be filtered based on the following thresholds in order from most inclusive to least inclusive TRACE DEBUG INFO WARN ERROR and FATAL The configuration files for the Studio log the Platform log and the DAC log contain a template for logging options You need only to un comment certain lines to turn on the corresponding options For a full description of these options see the SAS Logging Configuration and Programming Reference DataFlux Data Management Studio Installation and Configuration Guide 31 The following table specifies the scope level thresholds and configuration location for each of these logs Level Configuration Location Thresholds By default these are enabled If you want to turn them off comment out the BASE LOGCONFIGPATH line in ui cfg and in batch cfg and restart Data Management Studio For configuration go to drive Program Files DataFlux DMStudio studiol etc platform log xml and drive Program Files DataFlux DMStudio studio1 etc dfwfproc log xml TKTS TKTS events drive Program such as BASE configurable Files DataFlux DMStudio studio1 etc app cfg data sets and By default all Windows XP log files are written to drive Documents and Settings USERNAME Application Data DataFlux DataManagement version Logs The default location in Windows 7 is drive Users username AppData Roaming DataFlux DataManagement vers
42. es require separate installations I nstalling Supplemental Language Support If you plan to use DataFlux Data Management Studio Studio for data that includes East Asian languages or right to left languages you must install additional language support Complete these instructions to install these packages 1 Click Start gt Settings gt Control Panel 2 Double click Regional and Language Options 3 In the Regional and Language Options dialog select the Languages tab 4 Under Supplemental Language Support select the check boxes marked Install Files for complex script and right to left languages including Thai and Install files for East Asian languages 5 The Microsoft Windows installer guides you through the installation of these language packages Installing the Address Update Add On The DataFlux Address Update add on enables you to use the United States Postal Service USPS NCOALink system to identify and update customer address information To install the required resources for this add on see the Address Update Add On to Data Management Studio 2 2 Quick Start Guide 36 DataFlux Data Management Studio Installation and Configuration Guide Installing Support for the SAP RFC Node If you open a data job in Data Management Studio the SAP Remote Function Call node is available in the Data Integration folder This node enables you to read and write data using SAP RFC and Business Application Programming Interfaces B
43. guration Options for a more comprehensive list of possible configuration values Registry The DAC only looks in the registry for DSN specific items These are found in either or both HKEY_CURRENT_USER Software DataFlux dac version dsn or HKEY_LOCAL_MACHINE Software DataFlux dac version dsn dsn in this case is a string with the same name as the DSN to be affected Environment variables You can identify the environment variables with NAME in the following table Typically the application using the DAC will set environment variables to appropriate locations On Windows DFEXEC_HOME is set to the application s root directory Setting Description Command Specifies a text file with The DAC SAVEDCONNSYSTEM The same as i SQL commands one per configuration value may specify Windows line These commands will ithe path to the saved run in turn on any new connections The DAC checks for connection that is made files with the same filename as For example they can be the DSN and a sql extension used to set session settings This is implemented only for the ODBC driver Connection Allows you to specify the The string type value is located Not supported time in seconds for a in USER dsn_name logintimeout connection timeout and a__ or connecttimeout where login timeout dsn_name is the name of the dsn The string value is the number of seconds for the time out If it does not find it the DAC will look in the SYSTEM ds
44. he Office of Management and Budget Use this code as an index key in the MSA file N namespace A namespace is a unique container created to hold a logical grouping of identifiers O Object An object is anything that can be stored in the Data Management Studio Navigator and accessed by the Data Management Studio applications objects Objects are individual jobs and services ODBC Open Database Connectivity ODBC an open standard application programming interface API for accessing databases OFAC Office of Foreign Assets Control OFAC Federal regulations related to the Patriot Act OLAP Online Analytical Processing OLAP organization A company university or other type of institution For example IBM Corporation University of Connecticut or St Joseph s Hospital outputs The output field is the field s used to apply the rule in the custom metric Set your output field to serve as the field where the results from your custom metric are collected P parse The process of dividing a data string into a set of token values For example Mr Bob Brauer Mr Prefix Bob Given Brauer Family parse definition A name for a context specific parsing algorithm A parse definition determines the names and contents of the sub strings that will hold the results of a parse operation pattern analysis definition A regular expression library that forms the basis of a pattern recognition algorithm phonetics An algorith
45. her organizations or open source foundations Apache This product may contain software technology licensed from Apache Licensed under the Apache License Version 2 0 the License you may not use this file except in compliance with the License You may obtain a copy of the License at http www apache org licenses LICENSE 2 0 Unless required by applicable law or agreed to in writing software distributed under the License is distributed on an AS IS BASIS WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND either express or implied See the License for the specific language governing permissions and limitations under the License Creative Commons Attribution This product may include icons created by Mark James http www famfamfam com lab icons silk and licensed under a Creative Commons Attribution 2 5 License http creativecommons org licenses by 2 5 DataFlux Data Management Studio Installation and Configuration Guide v Degrafa This product may include software technology from Degrafa Declarative Graphics Framework licensed under the MIT License a copy of which can be found here http www opensource org licenses mit license php Copyright 2008 2010 Degrafa All rights reserved Permission is hereby granted free of charge to any person obtaining a copy of this software and associated documentation files the Software to deal in the Software without restriction including without limitation the rights to use copy
46. iServer provides a real time or transactional mechanism for communicating with the MCRD through the Architect API dfIntelliServer has several client libraries including a Web services client that can be called from a number of different applications in many different computing environments dfIntelliServer allows one at a time queries and modifications to the MCRD dfIntelliServer allows organizations to access Architect jobs through an API that can accept one group of data elements at a time rather than a complete table This functionality takes advantage of the power of encapsulation of discreet chunks of work in Architect so a programmer need only make one call to the client API to perform a related set of activities DPV Delivery Point Validation DPV specifies if the given address is a confirmed delivery point as opposed to being within a valid range of house numbers on the street DSN Data Source Name DSN E EEL Expression Engine Language EEL ERP Enterprise Resource Planning ERP ETL Extraction Transformation and Loading event An event represents an action which should be taken when a rule fails Actions can include sending email messages storing the offending row in the repository or executing an external process Expression This is the DataFlux syntax used in the Business Rule Manager to build business rules 42 DataFlux Data Management Studio Installation and Configuration Guide F field Also known as
47. idden by used to connect to NCOA REPOSCONNECTION One or the the Address other is required This is typically set Update repository by the Address Update Admin utility Resides in app cfg NCOA REPOSCONNECTI Specifies the Required Overrides NCOA REPOSDSN One or connection string the other is required This is typically used to connect to set by the Address Update Admin the Address utility Resides in app cfg Update repository NCOA REPOSPREFIX Table prefix used Required This is typically set by the Address on the Address Update Admin utility Resides in Update tables app cfg Specifies the Required Valid values are 0 Guess 1 ODBC repository type 2 DFTK If the value is 0 the node attempts to determine the type from the connection string This is typically 20 DataFlux Data Management Studio Installation and Configuration Guide Purpose _ Source Notes ae a by the Address Update Admin utility Resides in app cfg Optional The higher the value the more data is cached the faster the processing the more memory used The default is 0 Resides in macros ncoa cfg NCOA DFAV_PRELOAD Set verify preload Optional Valid values are ALL or an empty options string Using ALL requires a large amount of memory Resides in macros ncoa cfg Pooling Note that for puddle options the name of the puddle is placed after POOLING for example POOLING WFEJOB MAXIMUM_PROCESSES If no puddle name is specified it is globally
48. io Data Management Studio creates a separate dfwfproc process for that job run Therefore to configure logging for jobs run from Data Management Studio you should modify the dfwfproc log xml DataFlux Data Management Studio Installation and Configuration Guide 33 Installing Add On Products e Installing a Quality Knowledge Base e Installing Data Packs e Installing Supplemental Language Support e Installing the Address Update Add On e Installing Support for the SAP RFC Node Installing a Quality Knowledge Base The Quality Knowledge Base QKB is a collection of files that store data and logic that define data management operations DataFlux software product reference the QKB when performing data management operations on your data Microsoft Windows 1 Insert the Quality Knowledge Base CD ROM into the CD ROM drive 2 From the Microsoft Windows taskbar click Start gt Run 3 Type your_drive QKB_ version exe where your_drive is replaced by the letter corresponding to your CD ROM drive and where version is replaced by the QKB version you are installing for example QKB_CI_2009A 4 Follow the instructions on the installation setup Wizard 5 After you install the QKB restart Data Management Studio aS Note If you downloaded the QKB installation file from the DataFlux FTP site double click on the name of the installation file in Windows Explorer For more information about the DataFlux Quality Know
49. ion Logs Also by default the Studio Platform and DAC logging are all logged to the platform log file This log file has a name prefixed with platform_ The DAC logging can be redirected to its own log file by uncommenting the appender ref setting in the logger section for DF DAC and by uncommenting the RollingFileAppender section for DacFile The latter contains the filename pattern that dictates where and what name the DAC log file takes The Studio logging can be redirected to its own log file by uncommenting the appender ref setting in the logger section for DF DMStudio and by uncommenting the RollingFileAppender section for DMStudioFile The latter contains the filename pattern that dictates where and what name the Studio log file takes 32 DataFlux Data Management Studio Installation and Configuration Guide The Studio Platform and DAC logging all use a logging level of INFO by default This level is set in the root logger section of the platform log xml configuration file The level value can be changed here to change the default for all three logs In addition the logging level for the DAC and Studio logs can be set separately in the DF DAC and DF DMStudio logger sections respectively by uncommenting and possibly updating the level values in each The platform log xml file controls all of Studio Platform and DAC logging within the Data Management Studio application except for job runs When you run a job within Data Management Stud
50. ion of MyDataFlux Portal on the DataFlux Web site Find the Data Management Studio section and download the needed version Once downloaded run the installation wizard Review the welcome window for the wizard Click Next to access the Choose Install Location window Review the location of the destination folder You can either accept the default location or click Browse to select a new location Click Next to access the Instance Name window To accept the default name click Next If you have multiple instances installed on the same machine select an instance name to uniquely identify this installation and then click Next to access the Choose Components window Review the available components and select the ones to install Click Next to access the Licensing window Select a licensing method and specify any information required for that method Click Next to access the Start Installation window Click Install to access the Installing window and watch the progress of the Data Management Studio installation Review the installation summary Click Finish to exit the wizard Install the Quality Knowledge Base Perform the following steps to install one or more Quality Knowledge Bases QKBs 1 2 3 4 Go to the downloads section of MyDataFlux Portal on the DataFlux Web site Find the QKB section and download the needed version Once downloaded run the installation wizard Review the welcome window for the wizard Click Nex
51. iple separated by spaces L Replace with the log file to pipe the output Specifies the command used for Ftp Put Functionality this option to either 1 or a combination of letters A setting of 1 lists the modules loaded at the time the exception occurred some information on those modules and the call stack that caused the error A setting with letters can include m do not show module info V turn verbose on U install the Unhandled Exception Filter C install the continue Exception Filter f do not install the first chance exception filter This must be set before starting the application of interest as this setting is read only at startup Optional This is the install location of Teragram IAANG_LOCATION i liti files This allows them to be in Teragram provided languages instead of in the DataFlux install BASE DMSTUDIO Studio indicator Optional If this option is set to true value of 1 it indicates that it is using the dmstudio process not processes started by dmstudio like dfwfproc for instance The user should not adjust this or override the value BASE APP_VER Application version Optional Defaults to 2 3 number BASE UPDATE_LEVEL _ Application update Optional Defaults to 0 Could be used as a level minor revision number Data Access Component Logging Optional When set to yes 1 or true this syscat dsn s setting will disable the listing the SYSCAT type DSN s into DSN s that are on that ser
52. irements for DataFlux Data Management Studio are as follows Requirement ss Minimums Recommended _ Windows XP and Windows Vista Framework Pack 1 Service Pack 1 or higher Processor _ Intel Pentium 4 1 2 GHz or higher Intel Pentium 4 2 2 GHZ or higher Memory RAM 512 MB Disk Space 5GB_0 C GB See also the Supported Platforms for Data Management Studio se Note A number of features in Data Management Studio 2 2 will not work unless you have Java 1 6 or later Please verify that your Java version meets this requirement Note that if you plan to access a DataFlux Data Management Server with Data Management Studio 2 3 then the server must be version 2 3 or later If you must access a Data Management Server that is version 2 2 or earlier then you must use a 2 2 or earlier version of Data Management Studio DataFlux Data Management Studio Installation and Configuration Guide 7 Supported Databases for Data Storage DataFlux Data Management Studio can use DataFlux ODBC 7 0 drivers to access data in the following databases O Driver Database Version Btrieve Btrieve 6 15 Btrieve Pervasive SQL 7 0 8 5 and 2000 MBASE Clipper dBASE BASE IV and V dBASE FoxPro 2 5 2 6 and 3 0 dBASE FoxPro 6 0 with 3 0 functionality only dBASE FoxPro 3 0 Database Containers DBC DB2 Wire Protocol IBM DB2 v9 1 v9 5 and v9 7 for Linux UNIX and Windows DB2 Wire Protocol IBM DB2 Universal Dat
53. layed Email the host ID to your DataFlux representative and request a license file When you receive the license file save it in the license folder where Data Management Studio is installed On the computer where Data Management Studio is installed select Start gt Programs gt DataFlux gt License Manager 2 2 In the License Manager dialog select DataFlux License as the primary licensing method In the DataFlux license file section of the dialog specify the location of the license file When finished click OK DataFlux Data Management Studio Installation and Configuration Guide SAS License File Perform the following steps to enable a single computer to access a SAS license file on a file system 1 Obtain a SAS license file from your SAS representative 2 Save the SAS license file to a location that is accessible to Data Management Studio 3 On the computer where Data Management Studio is installed select Start gt Programs gt DataFlux gt License Manager 2 2 The License Manager dialog is displayed 4 Inthe License Manager dialog select SAS License as the primary licensing method 5 Inthe SAS license file section of the dialog specify the location of the license file 6 When finished click OK SAS SETINIT File A SETINIT is the file that the SAS Customer Service Department generates for your site whenever you renew your existing SAS System license or add additional products to your license Perform the fol
54. ledge Base products refer to the DataFlux Web site or refer to the QKB online documentation Installing Data Packs If you are using external data install USPS Software Evaluation and Recognition Program SERP Geocode Phone QuickAddress Software QAS World or other enrichment data Make a note of the path to each data source You will need this information to update the dfwproc cfg configuration file 34 DataFlux Data Management Studio Installation and Configuration Guide Downloading and Installing Data Packs If your Data Management Studio installation includes an Enrichment license you need to install the proper USPS Canada Post and Geocode databases to do address verification If you are licensed to use QAS you must acquire the postal reference databases directly from QAS for the countries they support For more information contact your DataFlux representative Data Packs for data enrichment are available for download on the MyDataFlux Portal at http www dataflux com MyDataFlux Portal To download data packs follow these steps 1 Obtain a user name and password from your DataFlux representative 2 Log in to the MyDataFlux Portal amp Note You may also retrieve the data pack installation files through FTP Please contact DataFlux Technical Support for more information regarding downloading through FTP 3 Click Downloads gt Data Updates 4 Select the installation file corresponding to your data pack and
55. les by looking in the environment and by reading the command line If there are two settings of the same name that exist in different configuration settings the order in which the settings are read in determines which value is used The last value read is used as the configuration setting Data Management Studio reads configuration settings in this order 1 The app cfg file in the etc folder where Studio is installed 2 The app cfg file in a user folder such as drive Documents and Settings USERNAME Application Data DataFlux DataManagement VERSION 3 The application specific configuration files in the etc folder such as ui cfg or dmserver cfg 4 The application specific configuration files in a user folder 5 The macros folder in the etc folder The default path to the macros folder can be overridden with BASE MACROS_ PATH setting in the above configuration files 6 The macros folder in a user folder 7 The environment variables 8 The command line options if applicable DataFlux Data Management Studio Installation and Configuration Guide 15 DataFlux Folder Permissions The following table outlines the recommended operating system permissions for users of Data Management Studio Directories Users Default Permissions DataFlux home Administrators Full control Installer Process user Read and Execute List Folder Studio Contents DataFlux repositories which can exist Process user Read and Execute List Fol
56. lowing steps to request and configure a SAS SETINIT for Data Management Studio 1 6 Obtain a SAS SETINIT from the SAS support page at http support sas com adminservices additional dfunlockreq html You will receive an email with the SAS SETINIT Save the SAS SETINIT to a location that is accessible to Data Management Studio On the computer where Data Management Studio is installed select Start gt Programs gt DataFlux gt License Manager 2 2 The License Manager dialog is displayed In the License Manager dialog select SAS License as the primary licensing method In the SAS license file section of the dialog specify the location of the SAS SETINIT Note that SAS license names may be different from version to version When finished click OK Annual Licensing Notification For DataFlux licenses thirty days prior to license expiration you will receive a message that your license will expire in a certain number of days For SAS licenses setinits the expiration notice is defined by the warning period The warning period is configurable through SAS amp note DataFlux licenses are not configurable Contact your DataFlux sales representative to renew your DataFlux product license s DataFlux Data Management Studio Installation and Configuration Guide 5 Run the Data Management Studio Installation Wizard Perform the following steps to run the installation wizard 1 2 3 4 10 Go to the downloads sect
57. lux Quality Knowledge Base Online Help 2 DataFlux Data Management Studio Installation and Configuration Guide Installing Data Management Studio Installing Data Management Studio System Requirements Data Storage Repository Storage Supported Platforms Installing Data Management Studio The installation process for DataFlux Data Management Studio consists of the following stages Obtain the Microsoft Net Framework License Data Management Studio Run the Data Management Studio Installation Wizard Install the Quality Knowledge Base Perform Reinstallations Obtain the Microsoft Net Framework Go to the download page for Microsoft NET Framework 3 5 Service Pack 1 or higher and download the software License Data Management Studio Four licensing options are available for Data Management Studio DataFlux License Server Multiple computers can share a DataFlux license file on a DataFlux License Server DataFlux License File A single computer can access a DataFlux license file on a file system SAS License File A single computer can access a SAS license file on a file system SAS SETINIT File A method to renew your existing SAS System license or add additional products to your license DataFlux Data Management Studio Installation and Configuration Guide DataFlux License Server Perform the following steps to enable multiple computers to share a DataFlux license file on a DataFlux
58. m applied to a data string to reduce it to a value that will match other data strings with similar pronunciations DataFlux Data Management Studio Installation and Configuration Guide 45 PMB A private mailbox PMB is categorized as a mailbox located at a mail center other than the post office or home PMSA Principal Metropolitan Statistical Areas PMSA Primary Key Primary key is a unique identifier assigned to a database field Social Security Numbers or a ISBNs are examples of possible primary keys Q QAS QuickAddress Software QAS QKB The Quality Knowledge Base QKB is a collection of files and configuration settings that contain all DataFlux data management algorithms The QKB is directly editable using Data Management Studio Quality Knowledge Base Locales The Quality Knowledge Base QKB locales contain the files file relationships and metadata needed to correctly parse match standardize and otherwise process data R RDBMS Relational Database Management System RDBMS allows you to access data in a database in unique ways such as adding tables and records and joining tables RDI Residential Delivery Indicator RDI real time processing Processing a record or data one piece at a time as it enters a computer system for financial transactions for example Contrast with batch processing record Also called a row or observation one complete set of fields in a database table regular expression
59. n and Configuration Guide 37 Technical Support e Frequently Asked Questions Frequently Asked Questions FAQ The following questions and answers are designed to assist you when working with Data Management Studio If you do not find your answer please contact DataFlux Technical Support e System Requirements e Supported Platforms e Data Storage e Repository Storage e Logging Options e Configuration Files System Requirements What are the recommended system requirements for Data Management Studio The recommended system requirements for Data Management Studio can be found in System Requirements Supported Platforms On what platforms can I install Data Management Studio Data Management Studio can be installed on many different platforms For the full list of supported platforms see the section on Supported Platforms Data Storage From what databases can DataFlux Data Management Studio access data Data Management Studio can access data from any of the databases listed in the Data Storage chapter Repository Storage What databases are supported for Data Management Platform repositories Data Management Studio can access data from any of the databases listed in the Database Storage for Repositories chapter 38 DataFlux Data Management Studio Installation and Configuration Guide Logging Options What options do I have for logging Data Management Studio provides logging files for Studio
60. n_name logintimeout 28 DataFlux Data Management Studio Installation and Configuration Guide Setting Description Determines whether to This is controlled through the The same as create a log file for DAC effective logging configuration Windows operations files which uses log4sas The logger name DAC should be used Specifies the log file that Look for config value interacts with the DFTKSRV DAC DFTKLOGFILE layer and is useful only for debugging issues specific to dftksrv This setting is applicable only if you are running DFTK out of process Specifies whether to disable Look for DAC DFTKDISABLECEDA The same as CEDA This setting is configuration value which should Windows applicable only to tkts specify any non null value for connections Specifies whether to allow a Look in USER dsn_name mars __ Not applicable connection to open multiple ifor dword value of 1 Native Client driver on Windows against an SQL Look in USER oranum38real for Look in dword value of 1 If it is not found in USER look in SYSTEM oranum38real x override that functionality oranum38real treat them as REAL where dsn_name is the DSN name For SQL Server only Look in specifies that reading data J USER dsn_name readuncommitt HOME dfpower ds from cursors is allowed to jed for dword value of 1 Where n cfg for a line read uncommitted rows dsn_name is the name of the dsn_name This can alleviate lock ups dsn After looking in U
61. ociated documentation files the Software to deal in the Software without restriction including without limitation the rights to use copy modify merge publish distribute and or sell copies of the Software and to permit persons to whom the Software is furnished to do so provided that the above copyright notice s and this permission notice appear in all copies of the Software and that both the above copyright notice s and this permission notice appear in supporting documentation THE SOFTWARE IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND EXPRESS OR IMPLIED INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT OF THIRD PARTY RIGHTS IN NO EVENT SHALL THE COPYRIGHT HOLDER OR HOLDERS INCLUDED IN THIS NOTICE BE LIABLE FOR ANY CLAIM OR ANY SPECIAL INDIRECT OR CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOEVER RESULTING FROM LOSS OF USE DATA OR PROFITS WHETHER IN AN ACTION OF CONTRACT NEGLIGENCE OR OTHER TORTIOUS ACTION ARISING OUT OF OR IN CONNECTION WITH THE USE OR PERFORMANCE OF THIS SOFTWARE Except as contained in this notice the name of a copyright holder shall not be used in advertising or otherwise to promote the sale use or other dealings in this Software without prior written authorization of the copyright holder Microsoft Copyright Disclosure Microsoft Windows NT SQL Server and Access are either registered trademarks or trademarks of Microsoft Corporati
62. of 1973 as amended If you have questions or concerns about the accessibility of DataFlux products send an e mail to techsupport dataflux com Conventions Used in this Document This document uses several conventions for special terms and actions Typographical Conventions The following typographical conventions are used in this document Typeface Bold Text in bold signifies a button or action italic Identifies document and topic titles monospace Typeface used to indicate filenames directory paths and examples of code Syntax Conventions The following syntax conventions are used in this document Brackets are used to indicate variable text such as version numbers part of the code gt The greater than symbol is used to show a browse path for example Start gt Programs gt DataFlux Data Management Studio 2 2 gt Documentation DataFlux Data Management Studio Installation and Configuration Guide 1 Reference Publications This document might reference other DataFlux publications including DataFlux Authentication Server Administrator s Guide DataFlux Authentication Server User s Guide DataFlux Data Management Server Administrator s Guide DataFlux Data Management Server User s Guide DataFlux Data Management Studio User s Guide DataFlux Expression Language Reference Guide DataFlux Federation Server Administrator s Guide DataFlux Federation Server User s Guide DataFlux Migration Guide DataF
63. on Program SERP is a program the Canadian Post administers to certify address verification software Service Oriented Architecture Service Oriented Architecture SOA All of the interaction with the master customer reference database is through a service oriented architecture that enables any system to talk to the customer database and request or update information set rule A set rule evaluates and applies rules to all of the input data completely for example it will evaluate all 1000 rows of data as a set SQL Structured Query Language SQL is a language used to request information from database systems standard metrics Standard metrics are pre defined rules expressions set in Data Management Studio Most of the time this is enough to achieve the results for your job standardization definition A set of logic used to standardize a string standardization scheme A collection of transformation rules that typically apply to one subject area like company name standardization or province code standardization standardize The process of transforming a data string so each of the string s token values conforms to a preferred standard representation IBM Corporation IBM CORP Mister Bob Brauer Junior MR BOB BRAUER JR Statement of Accuracy Statement of Accuracy SoA is the form used for Canadian Post Certification CPC standards T table A table is a collection of records in a database tasks Tasks con
64. on in the United States and or other countries Oracle Copyright Disclosure Oracle JD Edwards PeopleSoft and Siebel are registered trademarks of Oracle Corporation and or its affiliates PCRE Copyright Disclosure A modified version of the open source software PCRE library package written by Philip Hazel and copyrighted by the University of Cambridge England has been used by DataFlux for regular expression support More information on this library can be found at ftp ftp csx cam ac uk pub software programming pcre Copyright 1997 2005 University of Cambridge All rights reserved Redistribution and use in source and binary forms with or without modification are permitted provided that the following conditions are met e Redistributions of source code must retain the above copyright notice this list of conditions and the following disclaimer e Redistributions in binary form must reproduce the above copyright notice this list of conditions and the following disclaimer in the documentation and or other materials provided with the distribution e Neither the name of the University of Cambridge nor the name of Google Inc nor the names of their contributors may be used to endorse or promote products derived from this software without specific prior written permission THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS AS IS AND ANY EXPRESS OR IMPLIED WARRANTIES INCLUDING BUT NOT LIMITED TO THE IMPLIED WAR
65. oncatenated to this path to give the actual filename of a URI i Optional Specifies how frequently in that processes the milliseconds to query the repository wait time between for changes in the event table This i might need to be changed due to slow ies servers or IT issues This is an overriding value and the default is used if no value is set by the user A setting of 1 disables events from client Pl BASE TEMP Temporary Optional If not specified it inherits the value of directory the TEMP environment variable BASE DATE_FORMAT Specific date Optional If specified it is iso8601 formats BASE TIME_BASE Whether to use Optional If this is set to GMT not the default i the current date returns in GMT This will affect anything that uses the current date timestamp BASE SORTBYTES BASE SORTMERGES Enables merge Optional during sort med ce nai ra Specifies the Required Can include T and B where T is command used to replaced with the recipient and B is send email a file containing the body of the message also used by monitor event as well as architect nodes BASE FTPGETCMD Specifies the Required Should default in the install as command used for follows Ftp Get e U Replace with username Functionality e P Replace with password 18 DataFlux Data Management Studio Installation and Configuration Guide S Replace with server T Replace with local directory F Replace with Files to download mult
66. rs Most DAC looks in SYSTEM usebraces dsn_name drivers do not support use of braces however this dsn_name is the might be an option if name of the DSN problems occur with saving credentials Logging Options The following log files are provided for Data Management Studio e Studio log e Platform log e DAC log e TKTS log If enabled the TKTS log will capture TKTS events for Data Management Studio such as BASE data sets and data sent across the wire to the DataFlux Federation Server The TKTS log provides a default set of information that cannot be customized The Studio log the Platform log and the DAC log are enabled by default These logs use the SAS 9 2 Logging Facility a flexible and configurable framework that you can use to collect categorize and filter events Then you can write them to a variety of output devices The logging facility supports problem diagnosis and resolution performance and capacity management and auditing and regulatory compliance The logging facility framework categorizes and filters log messages in SAS server and SAS programming environments It also writes log messages to various output devices In the server environment the logging facility logs messages based on predefined message categories such as the following e Admin for administrative messages e App for application messages e Perf for performance messages Messages for a category can be written to files consoles and oth
67. t to access the Quality Knowledge Base License window Review the terms of the license Click Accept to accept the terms and access the Choose QKB Name window Review the QKB name and location Click Next to access the next window Select the locales that you need Click Next to access the next window Decide whether this will be the active QKB Select the appropriate option and click Next twice to install the QKB files Open Data Management Studio and click the Administration riser bar DataFlux Data Management Studio Installation and Configuration Guide 10 Right click Quality Knowledge Base and click New in the pop up menu 11 Supply a name and the directory for the QKB that you installed 12 Click OK to save the settings and exit the Add Quality Knowledge Base Location window Perform Reinstallations If need to reinstall Data Management Studio you should consider the following issues e You should always uninstall your existing Data Management Studio to remove any configuration file changes before you install a new image e You might need to upgrade your repositories To perform the upgrade click the Administration riser bar Then click Repository Definitions Next right click a repository that needs the upgrade and click Upgrade in the pop up menu Right click the upgraded repository and click Connect in the pop up menu Finally close and restart the Data Management Studio application System Requirements System requ
68. tain the rules and the events that go with your individual rule Tasks associate alert events with a rule that are triggered after a rule fails DataFlux Data Management Studio Installation and Configuration Guide 47 48 token Used by DataFlux to designate the output strings of a parse process The output string of a parse process A word or atomic group of words with semantic meaning in a data string A set of expected tokens is defined for each data type U Unicode An industry standard used to allow text and symbols from languages around the world unified This is the version of the repository you are using The term unified means the repository contains data for Data Management Studio Profile reports Business Rules and Data Monitoring results URI Uniform Resource Identifier URI is a string of characters identifying a resource or file path USPS United States Postal Service USPS provides postal services in the United States The USPS offers address verification and standardization tools V vocabulary A proprietary file type used for categorizing data look ups pertinent to a specific subject area DataFlux Data Management Studio Installation and Configuration Guide
69. v3 11 31 e HP UX Itanium HP UX 11iv2 11 23 11iv3 11 31 e Linux for x86 x86 32 e Linux on x64 e Solaris on SPARC Version 8 9 10 e Solaris on x64 Version 10 DataFlux Data Management Studio Installation and Configuration Guide 11 Supported Platforms e Operating Systems e License Servers e Virtual Environments Operating Systems Data Management Studio is a 32 bit application that runs on Microsoft Windows It can be used on the following versions of Windows 32 bit compatibility mode on 64 bit OS Supported Operating Systems X E BE E iia N N fed fed fed N fey N o s fey N o Windows Server 2008 Standard HPC Small Business Datacenter Datacenter without Hyper V Enterprise without Hyper V Foundation Standard without Hyper V Windows Server 2008 R2 Standard HPC Small Business Datacenter Datacenter without Hyper V Enterprise without Hyper V Foundation Standard without Hyper V Windows Server 2008 Enterprise Windows Server 2008 R2 Enterprise Windows Server 2008 for Itanium based Systems on an Itanium chip cas fey SS fey 5 NIN v o 12 DataFlux Data Management Studio Installation and Configuration Guide Supported Operating Systems Windows Server 2008 R2 for Itanium based Systems on an Itanium chip Windows 7 the 64 bit OS on an x64 chip Starter Home Basic Home Premium Profession
70. ver DAC DFTKLOGFILE DFTK logging DAC TKTSLOGFILE _ TKTS logging DataFlux Data Management Studio Installation and Configuration Guide 19 Option __ Purpose _ Source Notes A e N Optional Yes turns it on Support DAC SAVEDCONNSYSTE Location of Optional Defaults to DFEXEC_HOME etc dsn M system saved connections DAC SAVEDCONNUSER Location of user Optional Defaults to the user settings folder Saved connections the folder where all of the application specific settings supplied by a user are stored such as the following path under Windows 7 C Users username AppData Roamin g DataFlux dac 9 x DAC DSN DSN directory for Optional Path that defaults to TKTS dsns DFEXEC_HOME etc dftkdsn DAC DFTK_PROCESS Run DFTK out of erg turns it on off by default process DAC DFTK_PROCESS_T TKTS path for Optional Path that defaults to a core sasext dir KPATH DFTK out of off the executable dir process Address Update NCOA in dfncoa_appcfg h NCOA DVDPATH Path to the equired Resides in macros ncoa cfg unpacked unZIPpe d NCOA data R NCOA QKBPATH Path to the QKB Required Resides in macros ncoa cfg used for Address Update name parsing NCOA USPSPATH Path to the USPS _ Required Resides in macros ncoa cfg CASS DPV etc data NCOA QKBPARSEDEFN Name of the Addr Optional Default is Name Address Update Updt QKB parse Resides in macros ncoa cfg definition to use NCOA REPOSDSN Specifies DSN Required Is overr

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