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J2.1 - Creating a Job

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Creating a New Job

From the home page, click on manage jobs (under Data Download), and then click on the Create a New Job link:

Newjob1.png

Give your job a unique job reference, enter the name of the customer and any descriptive text that will help identify what the job is.  You will see an option called ‘Break Coupling from MIS’ – this relates to whether your job information should be linked with the GMC mailing system or not.  If you haven’t got GMC, or haven’t implemented any integration, then just leave the option set to the default option of ‘True’. Click Create and a job will be created within the Job Master system.  A job folder will also be created (if it doesn’t already exist) in the folder specified as the DATA_FOLDER during installation.

Copy any data files relating to this job to the InputDataFiles sub-folder for the job. In a later release of Job Master, we will make it possible to automatically upload data files to this location from within Job Master.

Adding Data Files to a Job

Select the appropriate job in the Job Dropdown (found in the top right of the Job Master website), then click on the Input Files option in the top menu and finally choose Create A New Data Input File.

Newjob2.png

Select the File from the dropdown, and then specify the various options. The different file types that can be associated are as follows:

  • Input data file – standard source data for cleansing and mail sortation.
  • Suppression Data File – client or internal suppression file. If you have registered a suppression data file with your job, then records from this file which are also found in an input data file can be removed from the input data file during the client suppression stage of processing.
  • Seed File – these are seed records that will be added to your data input file prior to the Mailsortation step.
  • Lookup File??

Use the preview button to reveal a sample of the records in a file, and then map the field types according to the data present. If you fail to map field types, then the file will fail to import correctly into SQL Server and you will get an error during the Load File processing stage.

Specify Job Settings

Having registered the files required for your job, the next step is to set the job settings that will be used for the data files associated with a job.  Click on the Processing option in the top menu, choose one of the job files and then choose job settings. The following page will be displayed.

Newjob3.png

Newjob4.png

Configure the above options according to what you need (note that for client suppression files, you need only configure the PAF Correction Level.

There are 3 settings for PAF Correction:

  • The default (unset) – only DPS codes will be generated (where possible).
  • AddressCorrection – addresslines and postcodes will be corrected (where possible).
  • PostcodeCorrection – only postcodes will be corrected (where possible).

For the matching settings for Dedupe (internal dedupe of a file), client suppressions (overlap of a data input file against one or more client suppression files) and industry suppressions (overlap against multiple industry suppression datasets, e.g. TBR, GAS etc) you can choose at what match level the matching should occur. For example, Individual level will take account of firstnames, surnames and address whereas family would only take account of surname and address etc.

Note that if your job has no client suppression files associated with it, then you won’t see any files listed under client suppressions to choose from.

Mailsort settings can be configured for files of type data input file.  You will need to ensure that valid settings are chosen or the Mailsort process will fail.  The Mailing ID field should map to the an account that you have setup within the BBS Sort and Save options – for details please see the matchIT SQL documentation on Mailsort – however the screen where this is configured will look like the following:

Newjob5.png

To configure these, you will need to open BBS Sort and Save on the machine running the processing. Once configured, they will be valid for any job that wants to use that account.

After configuring the required settings click Save Changes.

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