Setup for the Address Update Add-On :: DataFlux(R) Data Management Studio 2.7: Installation and Configuration Guide

Overview

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. This section describes how to perform some of the setup tasks for the Address Update Add-on to DataFlux Data Management Studio. The setup tasks described here are performed outside of the application. Also see the Address Update Add-On chapter in the DataFlux Data Management Studio User's Guide, which describes setup tasks required in the interface.

Obtain a License for DataFlux Products and USPS Components

If you are receiving this DataFlux product as part of a SAS® license, the DataFlux license file is provided with your SAS installation media. If you need assistance in obtaining a license, contact your SAS account representative or access the DataFlux Unlock Code page at support.sas.com/contact/additional/dfunlockreq.html.

Contact the USPS to obtain the required licensing and certification.

If you are using the DataFlux Data Management Server to execute address update jobs, you must also have the appropriate DataFlux licenses and USPS licenses on that server.

Install DataFlux Software

Install the following DataFlux software if this has not been done:

DataFlux Data Management Studio
DataFlux Quality Knowledge Base (QKB) for Contact Information 2011A
Address Update Add-on installer for DataFlux Data Management Studio

If you are using the DataFlux Data Management Server to execute address update jobs, you must also install the following when you are ready to use the server.

DataFlux Data Management Server: See the DataFlux Data Management Server Administrator's Guide.
Address Update Add-on installer for Data Management Server, which updates Data Management Server to support the Address Update Add-on.

Address Update jobs must be able to access the DataFlux USPS Verify data from the computer where the jobs are executed. The Verify data is available for Microsoft Windows and UNIX systems. The path to this data is specified in the ncoa.cfg file, which is described later. Be sure to record the installation path to this data. The default installation path for Windows is

C:\Program
                     Files\DataFlux\VerifyData\

.

Install Address Update Data from USPS

Address Update jobs must be able to access the USPS NCOALink® data from the computer where the jobs are executed. If you are using the Data Management Server to execute the address update jobs, you must obtain and license this data from the USPS and install the data so that it is accessible to both the DataFlux Data Management Studio and the Data Management Server. You can copy this information to both computers, or make the information available on a shared file system, as long as you follow the terms of the license. The path to this data is specified in the ncoa.cfg file, which is described later. This data is delivered either on a DVD or electronically from USPS.

Address Update processing does not take place unless you have specific data folders in the expected locations with the correct data files. To ensure that this folder structure is created:

Create a folder called "NCOA Data" on your drive.
Add subfolders called "DVD 1" and "DVD 2" under the NCOA Data folder.
Add subfolders called "CLK" and "RV9" under the DVD 2 folder.

This structure yields the following layout:

C:\NCOA Data\DVD 1\

C:\NCOA Data\DVD 2\ CLK\

C:\NCOA Data\DVD 2\ RV9\

To install Address Update Data:

Copy all of the files on DVD 1 into the DVD 1\ directory.
Unzip all of the ZIP files on DVD 1 into the DVD 1\ directory.
Copy all of the files on DVD 2 into the DVD 2\ directory.
Unzip the file CLK.ZIP into the CLK\ directory under the DVD 2\ directory.
Unzip the file RV9.ZIP into the RV9\ directory under the DVD 2\ directory.

If you are processing flat files, a sample layout looks like this:

Subfolder

Files

Source

C:\NCOA Data\ DVD 1\

clk.flt.1

clk.flt.2

and so on

C:\NCOA Data\DVD 2\

clk.a.hf0

clk.b.hf0

and so on

C:\NCOA Data\DVD 2\ CLK\

business.lst

clk.flt.3

and so on

Folder unzipped from CLK.ZIP

C:\NCOA Data\DVD 2\ RV9\

cln.dat

cln.txt

crd.dat

and so on

Folder unzipped from RV9.ZIP

If you are processing Hash files, a sample layout looks like this:

Subfolder	Files	Source
C:\NCOA Data\ DVD 1\	clk.a.hs1	Unpacked from CLK.A.HS1.SZP
	clk.a.hs2	Use the dfAddrHu utility
	clk.a.hs3
	...
	clk.z.hs8	hs8 files are unzipped from CLK.*.HS8.ZIP files
	and so on
C:\NCOA Data\ DVD 2\	clk.a.hs0
	clk.b.hs0
	and so on
C:\NCOA Data\ DVD 2\CLK\		Folder unzipped from CLK.ZIP
	business.lst
	clk.flt.3
	and so on
C:\NCOA Data\ DVD 2\RV9\		Folder unzipped from RV9.ZIP
	cln.dat
	cln.txt
	crd.dat
	and so on

Note: You must unpack Hash files (.szp). DataFlux has provided a utility called dfAddrHu .

You can access the dfAddrHu utility in the

C:\Program Files > DataFlux >
                     DM Studio > [version number] bin

directory, with the following syntax:

dfAddrHu [<options>]
                        —i [<input>] —o [<output>]

.

To run the utility, specify the path location to the DVD 1 folder as both the input and the output, as follows:

dfAddrHu <path to DVD 1
                     folder> <path to DVD1 folder>

.

For example, you can specify the paths as

dfAddrHu "C:\NCOA Data\DVD
                     1" "C:\NCOA Data\DVD 1"

.

The utility reads through the DVD 1 folder and unpacks all of the .szp files into the same folder.

Update the ncoa.cfg File

The physical paths for Address Update data, the DataFlux QKB, and USPS data for Verify (CASS, DPV, and LACS) must be specified in the ncoa.cfg file on any computer that executes address update jobs. You should configure the ncoa.cfg file for DataFlux Data Management Studio and confirm that it is working correctly. Then you can copy the ncoa.cfg file to Data Management Server and edit paths if necessary.

For DataFlux Data Management Studio, add the following options to the ncoa.cfg file, located at

C:\Program
                     Files\DataFlux\DMStudio\<version number>\etc\macros

:

NCOA/DVDPATH

Location where the USPS NCOALINK data is installed

Example: ncoa/dvdpath = "C:\NCOA Data\"

NCOA/QKBPATH

The location of the QKB (minimum of QKB for Contact Information 2011A is required)

Example: ncoa/qkbpath = "C:\Program Files\DataFlux\QKB\CI\2011A\"

NCOA/USPSPATH

Location of the DataFlux USPS Verify data (CASS, DPV, LACS)

Example: ncoa/uspspath = "C:\Program Files\DataFlux\VerifyData\data\1105\usps\"

The following optional settings are available for the United States Postal Service (USPS), CASS, and LACS configuration. Set this option for the Address Update node in the ncoa.cfg file. Note that these options do not affect the operation of the Address Verify nodes.

NCOA/DFAV_CACHE_SIZE

Range: 0 through 100 and indicates how much USPS data to cache. The higher the value, the more data is cached. The faster the processing, the more memory used. The default is 0.

NCOA/DFAV_PRELOAD

Set dfav/verify preload options for the USPS data. Provide the names of states to preload, to accelerate address verification for those states. Valid values include:

"." - do not preload any states (default)

"ALL" - preload all states

"MIL" - preload military addresses only

"CONUSA" - preload the 48 contiguous states

"TX FL" - preload Texas and Florida

Note: Monitor the impact of the NCOA/DFAV_CACHE_SIZE and NCOA/DFAV_PRELOAD options on the available memory on your system. If you run out of memory, you might consider decreasing the amount of memory that you have allocated to these options.

After you have run a sample address update job and verified that the ncoa.cfg file is working properly, copy the ncoa.cfg file to DataFlux Data Management Server and edit paths if necessary (for example,

C:\Program
                     Files\DataFlux\DMServer\<version number>\etc\macros

).

Update the app.cfg File

DataFlux Data Management Studio has a PAF administration dialog box. For instructions about using this dialog box, see the Online Help under "Administering the Address Update Add-On". The PAF administration dialog box updates the app.cfg file.

Descriptions of the options added by the PAF administration dialog box are as follows:

NCOA/REPOSDSN

DSN connection for the address update repository

NCOA/REPOSPREFIX

Table prefix for the tables in this repository, if a prefix has been specified

NCOA/REPOSTYPE

Value that indicates the type of repository:

0 = NULL (DataFlux Data Access Component (DAC) attempts to determine the repository type from the connect string)

1 = ODBC DSN

2 = Custom DSN

The type depends on how the address update repository was configured in the PAF administration dialog box.

If you are using the DataFlux Data Management Server to execute address update jobs and have run a sample address update job and verified that the app.cfg file is working properly, then copy the app.cfg file to DataFlux Data Management Server and edit paths if necessary (for example,

C:\Program
                     Files\DataFlux\DMServer\<version number>\etc

).

Setup Continues in DataFlux Data Management Studio

See the DataFlux Data Management Studio Online Help Address Update Add-On section for additional information about setup tasks that must be performed.

USPS Copyright Disclosure

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.