Creating Data Set 2 filters

You use the Data Set 2 Filter sub tab on the Comparison Rule tab in the Comparison Rules application to create a Data Set 2 filter for a comparison rule.

Before you begin

These instructions are based on the assumption that you have selected a comparison rule or that you have created a rule in the Comparison Rules application and are positioned on the Comparison Rule tab. You must create or select a comparison rule before you can perform these steps.

About this task

A Data Set 2 filter is composed of one or more filter clauses that specify a subset of Data Set 2 objects to reconcile against Data Set 1 objects when you use a comparison rule. Each clause identifies an object (and in some cases an attribute) in Data Set 2 to evaluate when the system processes a comparison rule.

Procedure

  1. On the Comparison Rule tab in the Comparison Rules application, select the Data Set 2 Filter sub tab.
  2. To add a Data Set 2 filter clause, in the Data Set 2 Filter Clauses table window, click New Row. The application generates a sequence number for each new row created. By default, the application creates sequence numbers in increments of 10 in ascending order. You can modify the numbers as needed or add new clauses with sequence numbers that fall between already-existing numbers. Each sequence number must be unique. When you save the record, the application sorts the clauses in ascending numeric order.
  3. Optional: If you are creating multiple clauses, in the (... field (open parenthesis), enter an open parenthesis.
  4. In the Data Set 2 Object field, click Select Value and select a Data Set 2 object.
  5. If you selected a specification (such as ASSETSPEC) for the Data Set 2 Object field, in the Data Set 2 Class Structure field, click Select Value and select a class structure. The selected class structure populates the Data Set 2 Class Structure field. The classification for the selected class structure is displayed in the Data Set 2 Classification field. A description is displayed in the Data Set 2 Class Structure Description field.
  6. Optional: In the Data Set 2 Attribute field, click Select Value and select an attribute. The value selected populates the Data Set 2 Attribute field. The title of the attribute is displayed in the Data Set 2 Attribute Title field.
  7. In the Operator field, click Select Value and select an operator for the filter clause.
  8. In the Value field, enter a value for the Data Set 2 attribute. If you selected NOTEMPTY or NOTNULL as an operator, the Value field is read-only.
  9. Optional: In the ...) field (close parenthesis), enter a close parenthesis.
  10. Optional: If you are creating multiple clauses, in the Sequence Operator field, click Select Value and select the appropriate sequence operator.
  11. Optional: Repeat steps 2 through 10 to create additional Data Set 2 filter clauses.

What to do next

When you have entered all Data Set 2 filter clauses, you can create additional components of the comparison rule by selecting another sub tab in the application. You must add either an attributes equality or matches found definition before you can save the comparison rule. When you complete all components of the comparison rule, save the comparison rule.


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