Configure Additional Software

Overview
Address Update
About Address Update
Install Address Update
Configure DataFlux Data Management Server for Address Update
Configure Jobs to Use Address Update
Configure the Quality Knowledge Base
Configure DataPacks

Overview

You can add data cleansing, data quality, and address verification applications to your Data Management Server so that job nodes can access the applications on the local host. These applications are available on the SAS support site, in the downloads and hot fixes section. See http://support.sas.com/demosdownloads.
You can customize applications such as dfIntelliserver, Quality Knowledge Bases (QKB), Accelerators, and DataPacks to meet the needs of your service-oriented architecture.
For information about installing dfIntelliserver, QKBs, and Accelerators, see the relevant software installation documentation. For information about installing and configuring the DataPacks for address verification, including USPS, Canada Post, and Geocode, see the DataFlux Data Management Studio Installation and Configuration Guide.

Address Update

About Address Update

The DataFlux Address Update add-on enables you to use the United States Postal Service (USPS) NCOALink® system to identify and update address information in customer records. For businesses and organizations with very large North America-based customer information databases, this essential feature maintains accurate and up-to-date address information for location-based marketing and direct mail marketing.
Address update jobs can be imported from DataFlux Data Management Studio to a DataFlux Data Management Server, where the jobs are executed. One approach is to run test jobs and small jobs on the DataFlux Data Management Studio client workstation, and to upload larger jobs to the DataFlux Data Management Server. Using this approach, both DataFlux Data Management Studio and DataFlux Data Management Server must be identically configured to execute address update jobs and reports.
The following information outlines the necessary tasks associated with deployment of Address Update on the DataFlux Data Management Server. For detailed information about installing and configuring Address Update, see the Address Update Add-On to DataFlux Data Management Studio Quick Start Guide and the DataFlux Data Management Studio Help topic Using the Address Update Add-On with DataFlux Data Management Server.

Install Address Update

Follow these steps to install Address Update:
  1. Before you install Address Update on your DataFlux Data Management Server, install, configure, and test Address Update on an instance of DataFlux Data Management Studio. When your configuration is established on DataFlux Data Management Studio, you can replicate that configuration on your DataFlux Data Management Server.
  2. Install on the Data Management Server the same Quality Knowledge Base that is used on DataFlux Data Management Studio. Replicate all customizations.
  3. Download and run the Address Update installer on the host of the DataFlux Data Management Server.
  4. Install NCOALINK Data from the United States Postal Service (USPS). Follow the instructions in the Address Update Add-On to DataFlux Data Management Studio Quick Start Guide that is provided with the Address Update installer.
  5. Install USPS test data (CASS, DPV, and LACS), as described in the Address Update Add-On to DataFlux Data Management Studio Quick Start Guide.

Configure DataFlux Data Management Server for Address Update

Follow these steps to configure Address Update:
  1. If necessary, stop the DataFlux Data Management Server.
  2. Open the configuration file install-path/etc/macros/ncoa.cfg.
  3. Set the value of the option NCOA/DVDPATH to the installation path of the USPS NCOALink data.
  4. Set the value of the option NCOA/QKBPATH to be the installation path of the Quality Knowledge Base.
  5. Set the value of the option NCOA/USPSPATH to be the installation path of the USPS Address verification data.
  6. Review the default value of the option NCOA/DFAV_CACHE_SIZE. This option specifies the size of the cache that is used for address verification. The range of valid values is 0–100, and 0 is the default. Increasing the value increases the amount of memory used and increases the performance of address verification.
  7. Review the default value of the option NCOA/DFAV_PRELOAD. This option specifies the states and categories of addresses that you preload, to enhance the performance of address verification. Valid values for this option are defined as follows:
    "."
    No preload. This is the default value.
    "ALL"
    Preload all states.
    "MIL"
    Preload military addresses only.
    "CONUSA"
    Preload the 48 contiguous states.
    "TX FL"
    Preload Texas and Florida, or any list of two-digit state names.
  8. Save and close the configuration file ncoa.cfg.
  9. Open the configuration file install-path/etc/app.cfg.
  10. Update the values of the following options according to the app.cfg file in Data Management Studio:
    • NCOA/REPOSDSN specifies the DSN connection for the address update repository.
    • NCOA/REPOSPREFIX specifies the table prefix for the tables in this repository, if a prefix has been specified.
    • NCOA/REPOSTYPE specifies the type of repository. Valid values for this option are defined as follows:
      0
      No type specified. The DataFlux Data Access Component attempts to determine the repository type from the connection string.
      1
      Specifies the repository type ODBC DSN.
      2
      Specifies the repository type Custom DSN.

Configure Jobs to Use Address Update

After you configure DataFlux Data Management Server to use Address Update, configure Data Management Server jobs to use Address Update. The following steps are described in detail in the DataFlux Data Management Studio Help topic entitled Online Help, Using the Address Update Add-On with DataFlux Data Management Server:
  1. Create a separate Processing Acknowledgment Form (PAF) for the DataFlux Data Management Server if Data Management Studio and DataFlux Data Management Server are running on different operating systems.
  2. Enable jobs on Data Management Server to access an address update repository.
  3. Configure a DSN on the DataFlux Data Management Server that is identical to the DSN defined in the NCOA/REPOSDSN option in the app.cfg file. Users need to save credentials for this DSN.
  4. Import your Address Update Lookup jobs from DataFlux Data Management Studio to the Batch Jobs folder on the DataFlux Data Management Server.
At this point, you are ready to run your Address Update Lookup jobs.

Configure the Quality Knowledge Base

If you add a QKB to your DataFlux Data Management Server, make sure that it is the same QKB that you installed on DataFlux Data Management Studio.
To specify the location of the QKB, open the configuration file install-path/etc/app.cfg. For the QKB variable, remove the comment character and replace PATH with the full path to the QKB. 
# qkb/path = PATH
# Location of the active Quality Knowledge Base.
#
# example: qkb/path = C:\QKB

Configure DataPacks

If you download DataPacks, open install-path/etc/app.cfg, remove comment characters, and update variable values as follows.
CASS (US Data, USPS)
# verify/usps = PATH
# Location of US address verification data.
#
# example: verify/usps = C:\USPSData
Geocode
# verify/geo = PATH
# Location of Geocode/Phone data.
#
# example: verify/geo = C:\GeoPhoneData
SERP (Canadian Data) 
# verify/canada = PATH
# Location of Canadian address verification data.
#
# example: verify/canada = C:\CanadaPostData
World
World Address Verification requires you to enter an unlock code in addition to the path. The unlock code is supplied with the DataPack.
# verifyworld/db = PATH
# Location of World address verification data.
#
# example: verifyworld/db = C:\Platon
#
# verifyworld/unlk = UNLOCK_CODE
#     Unlock code provided by DataFlux for unlocking the World address 
#     verification functionality.
#
# example: verifyworld/unlk = ABCDEFGHIJKLMNOPQRSTUVWXYZ
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