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7/29/2019 1139df90-0201-0010-0cb3-e2f96a400070.pdf
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Session ID: MDM202Configuration ofMatching-Strategies for
SAP Master DataManagement
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SAP AG 2004, SAP TechEd / Session MDM202 / 2
Contributing Speaker(s)
Christian BehreNetWeaver Product Management, SAP AG
Remo DuranteSolution Architect, SAP Deutschland AG & Co.KG
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SAP AG 2004, SAP TechEd / Session MDM202 / 3
Learning Objectives
As a result of this workshop, you willbe able to:
understand the role of the Master Data Management
understand the architecture of the Content Integrator
understand the matching process
explain the Content Integrator settings
understand the meaning of Normalization and MatchingAlgorithm and how to adopt them
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Overview
ArchitectureNormalization
Matching Algorithm
Implementation Considerations
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SAP AG 2004, SAP TechEd / Session MDM202 / 5
MDM A Key Capability of SAP NetWeaver 04
SAP NetWeaver MDM
Enables companies to store,augment, and consolidate
master data with high qualityEnsures consistent distribution to
all applications and systems within aheterogeneous IT landscape
Leverages existing IT investmentsin business-critical data
Delivers vastly reduced TCO byeffective master data management
ensuring cross-system dataconsistency
Accelerates and improves theexecution of business processes
SAP NETWEAVER
ONE PLATFORM ONE PRODUCT
SAP NetWeaver
Com
positeApplication
Framework
PEOPLE INTEGRATION
Multi channel access
Portal Collaboration
INFORMATION INTEGRATION
Bus. Intelligence
Master Data Mgmt
Knowledge Mgmt
PROCESS INTEGRATION
IntegrationBroker
BusinessProcess Mgmt
APPLICATION PLATFORM
J2EE
DB and OS Abstraction
ABAP
L
ifeCycleMgmt
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SAP AG 2004, SAP TechEd / Session MDM202 / 6
SAP NetWeaver: Delivering on the promise of ESA
SAP NetWeaver
COMPOSITEAPPLICATIONFRAMEWORK
PEOPLE INTEGRATION
Multi channel access
Portal Collaboration
INFORMATION INTEGRATION
Knowledge Mgmt Bus. Intelligence
PROCESS INTEGRATION
IntegrationBroker
Bus. ProcessMgmt
APPLICATION PLATFORM
J2EE
DB and OS Abstraction
ABAP
...
Procurement Sales Shipment
Master Data ManagementMaster Data Management
R/3 SRM Siebel i2 Legacy
P O i f SAP MDM
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SAP NetWeaver
Enterprise Portal
Exchange Infrastructure
Application Platform
Master Data Management
BI
KnowledgeMgmt.
Process Overview of SAP MDMLoading Master Data
IILoading Master Data with Periodic Inbound Collector
Client triggers the load PUSH principleILoading Master Data with Extraction
MDM triggers the load PULL mechanism
4
3
3
Legacy 3rd Party
22
ERP CRM
222
3
4
Legacy
2
1
1
II
1
I
4
Staging4
Process Overview of SAP MDM
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SAP NetWeaver
Enterprise Portal
Exchange Infrastructure
Application Platform
Master Data Management
BI
KnowledgeMgmt.
ERP CRM Legacy 3rd Party Legacy
3
5
?=
6
7?
CI
DatabaseStaging2
1b
1bConsolidating Master
Data from Staging (PIC)
1a
1aConsolidating Master
Data from Extraction
Valid for both
process variants
4
9
=
Process Overview of SAP MDMConsolidating Master Data
Process Overview of SAP MDM
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SAP NetWeaver
Enterprise Portal
Exchange Infrastructure
Application Platform
Master Data Management
BI
KnowledgeMgmt.
ERP CRM Legacy 3rd Party Legacy
?=
Process Overview of SAP MDMConsolidating Master Data - Example
Ca. 95816Brown & Partner Inc. 248 Meadow Lane Drive Sacramento
CA 93860Brownes & Partner MEADOW Lane San Diego
Ca. 95819Brown Inc. 248 Meadow Lane Drive Sacramento
Demo
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SAP AG 2004, SAP TechEd / Session MDM202 / 10
Consolidating Master Data Challenges & Solutions
How can the data from different systems be comparedat all?
How can duplicates or identicals be determined?
How can granted/may be/most probably nothits be distinguished?
How can the system itself decide what cleansing cases to automatically confirm as duplicates or identicals? present to the master data specialist to take a decision?
automatically confirm as non duplicates or identicals?
MDM cleansing capabilities provide:
Normalization capabilities to store unaligned data in a comparableformat
Object type related Matching algorithms to compare data sets Ranking on matching results to calculate matching scores
Lower and Upper Score Thresholds to pre-decide on cleansing cases
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Overview
ArchitectureNormalization
Matching Algorithm
Implementation Considerations
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SAP AG 2004, SAP TechEd / Session MDM202 / 12
SAP MDM 3.00 - Architecture
BI (BW 3.5)
EP 6.0
Master
Data
Clients*
*i.e. SAPERP, CRM,
SRM
Master Data Engine 3.00
master data administration process control (process chains) Inbound staging UIs logical routing
SAP Solution Manager 3.1Content Integrator 3.00
matching engine key-mapping administration
XI 3.00
technical routing structure mapping key-mapping
cache (new 3.0)
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SAP AG 2004, SAP TechEd / Session MDM202 / 13
Content Integrator - Process Overview
Master Data Server (MDS)
Matching
GetMatchingCandidates
CalculateScore
Content Integrator (CI)
Upload
Validation
Cleansing
ID-Mapping
Normalization
GetNormalizedAttributeKeys
Global Normalizer
NormalizeObjects
Master Data Client (MDC)
BusinessPartner 1
BusinessPartner 2
BusinessPartner 5
BusinessPartner 4
BusinessPartner 3
Stag
ingArea
XML-File
Product 1
Product 2
Product 3
Product 4
RFC
The explication you can find in the notes
C t t I t t P D t il
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Master Data Server (MDS)
Staging Area
1. Upload 2. Normalization
Content Integrator Process Details
3. Matching4. Cleansing
Validation
Mapping
readsGetNormalizedAttributeKeys
NormalizeObjects writes
reads
CalculateScoreScore TablewritesreadsID-Mapping
Table
writes
RFC XML-File
Generation ofMDS-Objects
Global Normalizer
Object StoreTable
Index Table
GetMatchingCandidates
Comparison
writes
API
the Normalization is triggered again for the MDS Object
(stops after writing into the Index Table)
writes
MDS
API
CI
O i T bl Vi
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Overview: Table View
MDS-Objects with the information,to what MDC-Objects they aremapped
mapped MDC-Objects
for every new process the contentis overwritten
MDC-Data that lies abovethe lower threshold with therelated calculated score
normalized and indexed MDS-Datanormalized and indexedMDC-Data
MDS-Objects with attributesMDC-Objects without attributes(exist only to hold the references)
MDC-Objects with attributes
Content end of processContent during processTable
Object StoreTable
Index Table
Score Table
ID-MappingTable
M t hi St t (C t t)
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Matching Strategy (Context)
The Matching Strategy
contains settings to
Normalizing Algorithm
Matching Algorithm
is defined dependent on
the particular Business Objects
the requirements of the customer
is used within a Matching Context (e.g. Global Spend)
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Overview
ArchitectureNormalization
Matching Algorithm
Implementation Considerations
Normalization: The Process (Generally)
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Master Data Server (MDS)
Staging Area
1. Upload 2. Normalization
Normalization: The Process (Generally)
readsGetNormalizedAttributeKeys
NormalizeObjects writes
RFC XML-File
Global Normalizer
Object StoreTable
Index Table
writes
CI
Global Normalizer Makes the data comparable Perticular settings:
Ingnore blanks, special characters or several punctuation marks Upper and lower case
Normalizing Algorithm GetNormailzedAttributeKeys
Finds the indices that are defined within the coding NormalizeObject
Indicates the data and writes them into the index table
Settings for the Global Normalizer
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Settings for the Global Normalizer
Object Type
Upper or lower case
Insert the character you want to include or exclude.
Include or exclude the characters
Enter the Reference Path
Enter the Source Path / Target Path
Settings for the Global Normalizer
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Settings for the Global Normalizer
Upper or lower case
This concerns the whole content of the array. Include or exclude the characters
If you include a certain amount of characters, the other characters,that are not separately mentioned are automatically excluded.
Insert the character you want to include or excludeBe careful with the character : It must not stand in the lastposition when listing several characters. The characters have also tobe listed without any separator.
Enter the Source Path/Target PathIt corresponds to the array name of the source/target table. You canget it form the Development Guide at the Service Market Place.
Enter the Reference PathYou can get it from the object scheme displayed in the DevelopmentGuide at the Service Market Place.
Global Normalizer
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Global Normalizer
Object model diagram of the Content Integrator
Business Partner
Reference Path
Source Path/Target Path
(source: Development Guide for Matching Strategies)
Normalizing Algorithm
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Normalizing Algorithm
GetNormalizedAttributeKeys
The indices can be defined within the javacoding
You can define as an index
one array
several arrays
a certain part of an array(e.g. the first 8 characters)
Due to the fact that you can manipulatedirectly in the coding, the specification ofthe indices is very flexible.
Normalizing Algorithm
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Normalizing Algorithm
NormalizeObjects
The data are indicated and written into the index table, dependentfrom the previous coding settings:
Mandant Object ID consecutive numberingof data records havingthe same ObjectID
Matched Entity ObjectID Column Key/Index ColumnValue
oneobject
NameNormalizer Customizing
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NameNormalizer Customizing
It may contain:
The definition ofNonNameTokens
The substitution of several characters or aspecial character string
The adding/truncation of several characters
or a special character string
At the SAP Enterprise Portal a Normalizing Algorithm Customizing in XML-Format can be uploaded.
Settings for Normalizing Algorithm
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g g g
Customizing XML file accordingto the Normalizing Algorithm.
Java Classname for
Normalizing Algorithm
Example Normalization
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p
Activity Example"Mnchen Traffic Corp."
1 Remove fill signs like "# _ - / \ . ,"
"Mnchen Traffic Corp"
2 Convert to upper case
"MNCHEN TRAFFIC CORP"
3 Normalize special characters according to predefinedlist (replace by AE)
MUENCHEN TRAFFIC CORP
4 (Tokenize) Cut name into tokens using list of tokenseparator: , "-"
MUENCHEN, TRAFFIC, CORP
5 Check and mark token against predefined list of non-name tokens (like CORP, BANK).
MUENCHEN, TRAFFIC, CORP
6 Check for minimum Length.
MUENCHEN, TRAFFIC, CORP
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Overview
ArchitectureNormalization
Matching Algorithm
Implementation Considerations
Matching: The Process (Generally)
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3. Matching4. Cleansing
reads
CalculateScoreScore Tablewrites
Index Table
GetMatchingCandidates
GetMatchingCandidatesReads the content of the Index Table
CalculateScoreCalculates the score between the indicated data records
the score is calculated with the help of the settings in the xml-file
dependent on the defined upper and lower threshold, the results arewritten into the Score Table
objects with a score below the lower threshold are not written into theScore Table
Matching Algorithm
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CalculateScore
Calculates the score between the indicated data records with the help ofthe settings in the XML-File
Matching Algorithm contains:
the definition of the score for theparticular attributes
conditions for the matchingcheck (e.g. check in a certainorder with a special dependence)
The score values in a existing XML-File can be replaced without changing the
Matching Algorithm.
Matching Strategy BP_300_Token_cust - Organizations
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sum if sum 90(90 + (sum90)/10) if sum 90100 if sum > 190
Sum up
scoring points
Score
Only for ABA
BuPaavailable
Comment
+15 if match, else +0Partner/address/postalCode
+15 for first match of NameToken else+0+5 for each additional match of NameToken+5 for each match of HouseNumber
+5 for each match of NonNameToken
Partner/address/streetPartner/address/houseNumber
+10 if match, else +0Partner/address/city
+5 if match, else +0Partner/address/region
-30 if no match, else +0Partner/address/countryCode
+50 if secID and taxType match else+0+20 for each additional match of secID / taxType pairs
10 if secID no match, but taxType matches
Partner/SecondaryIDs/TaxNumber
+50 if secID and secIDType match else+0+20 for each additional match of secID / secIDType pairs
10 if secID does not, but secIDType matches
Partner/SecondaryIDs/PartnerIdentification
+25 for first match of NameToken+10 for each additional match of NameToken+10 for each match of NonNameToken
Partner/companyName
ScoringSource of Information
Matching Algorithm (Example)
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Threshold
Original Data Reference Object
Name Mnchen Trafic CorporationStreet Brezelstrasse 7
City Mnchen
Postal Code 80331
DUNS 4711
Normalized Date Normalized Values Normalized Values Score Normalized Values Score Normalized Values Score
nameToken MUENCHEN MUENCHEN 25 MUENCHEN 25 MUENCHEN 25
nameToken TRAFIC RUECK 0 BROETCHEN 0 TRAFIC 10
non-nameToken CORP AG 0 CORP 10 CORP 10
street Brezelstrasse Brezelstrasse 15 Brezelstrasse 15 Brezelgasse 0
street number 7 17 0 17 0 17 0
city MUENCHEN MUENCHEN 10 MUENCHEN 10 MUENCHEN 10
Postal Code 80331 61525 0 61525 0 80331 15
DUNS 4711 4512 -10 - 0 4711 50
Calculated Score 40 60 120
Final Score 40 60 91
Result
Matching Canditate 2Matching Canditate 1 Matching Canditate 3
Automatic MatchCleansing CaseNo Match
Matching Result
80331
4711
Mnchen Rck AGBrezelstrasse 17
Mnchen
61525
4512 -
Mnchen Trafic CorporationBrezelgasse 17
Mnchen
Mnchener Brtchen Corp.Brezelstrasse 17
Mnchen
61525
Settings for Matching Algorithm
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Customizing XML file accordingto the Matching Algorithm
Java Classname for theMatching Algorithm
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Overview
ArchitectureNormalization
Matching
Implementation Considerations
Find Ways to identify Duplicates/Identicals
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How to find records representing the same business object?
1. Using the name Name1, Name2, ..
2. Using identifying characteristics D&B no., tax no.,manufacturer part no.
3. Using other attributes Street, zip code, place
4. Built decision matrix - verify with business using real life examples
YesYes?No?NoDuplicate?
3Account Group3City3Zip Code3House No.3Street3Name
Know about the Quality of your Data
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Examples of questions about the quality of master data
Which identifying characteristics are available in your systems and arecorrectly maintained there?
Are these characteristics always available?
What are the insignificant parts of a name for which a matchingstrategy is not required?
Which data might contain typing errors?
How big is the volume of data in the different systems? What level of similarity is required for a valid duplicate proposal?
Is there a level of similarity above which a duplicate is certain to befound?
Are the existing matching strategies sufficient to meet therequirements?
Be aware of exceptional Cases
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Reality Check: Example - Wal-Mart as a customer
If the matching strategy is based on the name, there will be a number ofsuperfluous duplicate proposals and therefore a large amount of effort willbe required for the manual decision (clearing). This will also have a
negative effect on the system performance.
Possible Solution Adjust limit values for generating
a duplicate proposal Make Wal-Mart an insignificant
name part Adjust the matching strategy:
Are there other identifying attributesor keys that can be taken into account?
Use all Configuration Possibilities (before Developing)
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Matching results can be influenced on 3 levels
1. Portal based configuration
build your Matching Context
choose from the out-of-the-box Normalization/Matching Algorithms
define your thresholds (lower/upper)
configure the Global Normalizer
2. XML-file based configuration
normalization (e.g. define additional non name tokens) alter the scores for the particular attributes
3. Adapt a standard algorithms, develop own algorithms
develop your own JAVA coding for normalization and/or matching define your own customizing objects for your new algorithms
follow the Matching Strategy Development Guide
Developing an new Matching Strategy
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Steps of the development process
1. Prerequisites and Configuration of the Development Environment Install and configure the required software
SAP MDM 3.0 SP02 or higher
NetWeaver Developer Studio 2.0 or higher
2. Building your application logic
Define your project using NetWeaver Developer Studio
Import the matching API and perform recommended settings for yourproject
Design your matching and normalization strategy and implement thelogic in Java classes using the interfaces provided by the Matching API(considerMatching Strategy Development Guide)
3. Customizing and Deploying of a Matching Strategy
Define new customizing object types for matching and normalizationalgorithm and upload them on the SAP Enterprise Portal. Customizationfiles are maintained in XML format.
Fine-Tune the Normalization/Matching Algortihms
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Test different Matching Strategies
In MDM 3.00 multiple Matching and Normalization Algorithms can beapplied on objects within one object type.
The data is loaded once, but can be used for multiple normalization and
matching processes according to different matching contexts. Generated ID-Mappings will be saved separately marked with the relevant
Matching Context.
One Matching Context can be marked for productive usage.
The whole process can be reset all relevant table content will bedeleted.
Summary
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Content Integrator (CI) is a component of SAP Master
Data Management (MDM) to consolidate business data ina heterogeneous system landscape.
The matching process is the core process to identify
identical or similar business data objects.
Matching context provides the logic and conditions formatching processes.
With MDM some Matching Strategies are delivered.
Matching Strategies can be configured and/or developed.
Further Information
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Public Web:www.sap.com
SAP Developer Network: www.sdn.sap.com Master Data Management
SAP Customer Services Network: www.sap.com/services/
Related Workshops/Lectures at SAP TechEd 2004MDM201 How to Use Key-Mapping in SAP MDM for Reporting LectureMDM202 Configuration of Matching-Strategies for SAP MDM Lecture
MDM203 Customizing ID Mapping in SAP Solution Manager Lecture
MDM252 Connecting a New Client-System to SAP MDM Hands-on
MDM253 SAP MDM: How to Model a New MDM Object Type Hands-on
Related SAP Education Training Opportunitieshttp://www.sap.com/education/http://service.sap.com/okp
Related MDM Documentationhttp://service.sap.com/instguides Installation and Upgrade Guides SAP
Components SAP MDM(Configuration Guides, Matching Strategy Development Guide, Description of standard
Matching Strategies)
SAP Developer Network
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Look for SAP TechEd 04 presentations and videos on
the SAP Developer Network.
Coming in December.
http://www.sdn.sap.com/
Questions?
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Q&A
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Please complete your session evaluation.
Be courteous deposit your trash,and do not take the handouts for the following session.
Feedback
Thank You !
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Overview
ArchitectureNormalization
Matching Algorithm
Implementation Considerations
Appendix
Matching Strategies
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Matching Strategies CI 3.0
Matching Algorithm
(com.sap.ci.strategies)
Normalization Algorithm
(com.sap.ci.strategies)
Mat_300_GTIN Mat_300_GTIN_A Mat_300_GTIN_N
Mat_300_GTIN_SPN_MPN Mat_300_GTIN_SPN_MPN_A Mat_300_GTIN_SPN_MPN_N
Mat_300_ShorttextCategory_cust Mat_300_Shortt extCategory_c ust_A Mat_300_Shortt extCategory_c ust_N
Org_300_Token_cust Org_300_T oken_c ust_A Org_300_T oken_c ust_N
BP_300_Token_cust BP_300_Token_c ust_A BP_300_Token_c ust_N
TA_300_ManufacturerInfo TA_300_ManufacturerInfo_A TA_300_ManufacturerInfo_N
Organization_By_Token MDMPartnerStrategyByTokens MDMPartnerStrategyByTokens
Material_by_GTIN MDMProductStrategyByGTIN DummyMaterialNormalizationAlgo
Material_by_GTIN_MPN_SPNMDMProductStrategyByGTIN_SPN_MPN MaterialNormalizationByGTIN_SPN_MPN
TechAsset_by_ManuInfo MDMTechnicalAssetStrategyByManufacturerInfo TechnicalAssetNormalization
Please note that this document is subject to change and may be changed by SAP atany time without notice. The document is not intended to be binding upon SAP to any
particular course of business, product strategy and/or development.
Cleansing: How to Merge Manually
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Enter one of the datacleansing case numbers
Cleansing: How to Merge Manually
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List of Cleansing Cases:The mapped data recordsare displayed
Cleansing: How to Merge Manually
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To compare the two
data, mark them andclick the button
Cleansing: How to Merge Manually
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Cleansing: How to Merge Manually
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To merge the two objects:
Set one of the data , the other
Set the status from to
Click the button
Cleansing: How to Merge Manually
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Cleansing: How to Merge Manually
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