Platform

Dashboard

The Unison by Melissa Dashboard will be blank the first time you log in to your account. Once you have processed a job, the following sections will be displayed.

Job Stats

This section displays the overall stats of jobs you processed.

Latest Jobs

This section displays the latest jobs processed, with a link to the jobs, their start date, and end date.

Latest Activity

This section displays the latest activity on your account, with a link to the latest files processed and their update date.

Projects

The Unison by Melissa Projects menu has the option to create a Data Enrichment project or view existing Data Enrichment projects.

Creating New Projects

This section will start the guide for setting up a new project.

1. Start A New Data Enrichment project

   Clicking the + next to Data Enrichment will trigger a Start A New Project.

   

2. Name Your project

   Give your project a name and click Begin. This will then go to the Input Sources step.

   

Data Enrichment Projects

If Data Enrichment is clicked, it will direct you to the Data Enrichment page. This section displays your already created projects, listing their name, date created, date updated and date last executed. You can search through your projects by using the text fields under each heading and sort them with the arrows next to each heading.

On the right side, there are icons that will allow you to:

• View Project Configuration

• Duplicate your project

• Preview project

• Re-run project

• Review Project

If you click on a project name, it will take you to the Project Configuration section.

Project Configuration

Inputs

This section displays your inputs. If you do not have any, you will be prompted to Add an Input.

• Select a Source

  Select a source for your project. This can be either a file or a table.

  Once you select a source, you will be sent to the Input File Preview.

  

• Input File Preview

  This section lets you control your input file settings. You can choose the delimiter and enclosure, select which fields to include and preview the results. When you are done previewing your input file, click Save.

  

  
  

  

Services

While configuring the project, you select the service(s) you want to use. For more details on a specific service, see the links below.

• Address Object

• Email Object

• Name Object

• Phone Object

Outputs

Select what kind of output you want.

Write to File	File Settings	Filename	Select a filename for your output file.
		Enclosure	Select the enclosure to use in the output file.
		Delimiter	Select the delimiter to use in the output file.
		Compression	Select the compression to use on the output file.
	Filter	Filters	Select a pre-built filter for the output. Once you select a filter, you may edit the filter string.
		Filter String (edit as needed)	The filter string generated by the selected filter. You may edit this for more control.
Write to Table	Write your output to a table. To do so, you must select a connection under Connection Settings. If there are no connections, create a new connection.
	Create a New Connection	Name	Name the connection.
		Vendor	Select a vendor for your connection.
		Host	Enter a host IP.
		Port	Enter a port for your host.
		Database	Enter the name of your database.
		Username	Enter the username.
		Password	Enter the password.
Output Fields	Select which fields and what order you want them to output. Click the trashcan icon to remove a field, and drag-and-drop to reorder the fields.

Schedule Project Execution

You can choose to schedule your project to run on a specified date, time, and frequency.

Description	Enter a description of your scheduled project execution.
Frequency	Set a frequency for your scheduled project execution.

Run Now

Run your project now.

Jobs

The Unison by Melissa Jobs menu has the option to view the Status of your jobs or your already scheduled jobs under Schedule.

Status

This section displays any jobs you have run and their status. You can click the job name to go to the job status page for that job.

Jobs can be searched by name and or sorted by name, creation date, last update, or last execute.

Project	The name of the job, date submitted, and owner of the job.
Processing Started	The timestamp for the beginning of job processing.
State	The status of the job. E.g. processing, complete, etc.

Schedule

This section lists any jobs you have scheduled to run. Clicking on the job name will let you edit the schedule.

You can disable the schedule for a job by clicking the toggle botton to the right of the job. You can also delete a scheduled jobs by using the checkbox to the left of the job.

Project	The name of the job.
Recurring	Specifies the time the job will run if the scheduled job is recurring.
Once	Specifies the time the job will run if the scheduled job is a one-time schedule.
Description	The description of the scheduled job entered in during the creation of the scheduled job.
Date Last Executed	The date the job was last run.

Files

The Unison by Melissa Files menu contains a list of files for your account, including uploads and outputs.

This section displays the categories of your files. Select a category to view it’s contents.

File Name	The name of the file. You may enter text into this section to limit your results.
Size	The size of the file
Date	The date the file was created/uploaded.

Logs

The Unison by Melissa Logs menu contains the logging details of the platform. You can filter these by their level or enter in text to search for corresponding logs.

The Logs page will only be visible and accessible to accounts with admin privileges.

Level	The level of the log. This can be Information, Warning, or Error.
Time Stamp	The stime stamp of the logged event. Month DD, YYYY HH:MM format.
Container	The container that produced the log record.
Message	The message details regarding the log.

Administration

The Unison by Melissa Administration menu contains user information, connections to databases, email notification settings, your license with Melissa, project defaults, and report configurations.

The Administration section will only be visible and accessible to accounts with admin privileges.

Users

This section lists the user accounts set up on the platform. You may also create new users here by clicking the New User button.

The Users page will only be visible and accessible to accounts with admin privileges.

Profile

Clicking on a user name will take you to the My Profile page.

Username	The username of the user.
Reset Password	This button will open the Reset Password window and let you change the user password.
Email	The email address of the user.
First Name	The first name of the user.
Last Name	The last name of the user.
Time Zone	The selected time zone for the user.

LDAP Settings

The configuration settings for the LDAP (Lightweight Directory Access Protocol) server.

LDAP Connection Settings	Host Address	The LDAP host server address.
	Host Port	The port the LDAP host server.
	TTL	The LDAP TTL (Time To Live). This specifies the duration, in seconds, the server will store the records until they are revalidated. For example: “3000”.
LDAP Binding User	The LDAP Binding User credentials.
	Username	The LDAP Binding User name.
	Password	The LDAP Binding User password.
LDAP Distinguished Name (DN)	Base DN	This specifies the domain by using DC (Domain Components). For example: “DC=melissadata,DC=com”.
	User DN	This specifies the server by using OU (Organizational Unit). For example: “OU=mdserver”.
	RDN Key	The LDAP User Relative Distinguished Name Key. For example: “CN=”.
	Admin Group	The LDAP Admin Group DN (Distinguished Name). This specifies admin group names. For example: “OU=AdminGroup1,OU=AdminGroup2”.
	User Group DN	The LDAP User Group DN (Distinguished Name). This specifies user group names. For example: “OU=UserGroup1,OU=UserGroup2”.
LDAP Use Attributes	Attribute Username	The username of the account. For example: “sAMAccountName=Username”.
	Attribute First Name	The First Name associated with the user account. For example: “givenName=FirstName”.
	Attribute Last Name	The Last Name SN (Surname) associated with the user account. For example: “SN=LastName”.
	Attribute Email	The LDAP Email. This specifies the email address. For example: “mail=email@domain.com”.
LDAP Test	User Credentials	To test your LDAP, enter a Test Username and Test Password and click Verify. You can then refer to Status for more details on the test.
	Status	This will show the test status of a basic connection, basic authentication, and user retrieval.

My Connections

This section displays the connections to databases you set up. You may also create new connections here by clicking the Create New Connection button.

Create a New Connection

Name	The unique name of this database connection that will allow you to quickly identify connections.
Vendor	We currently support three vendors MSSQL, MYSQL, and Oracle. Please choose the vendor for your database.
Host	For the host you can use either a host IP address(ie 197.0.0.1), or host domain name(ie computer_name.domain_segment[….domain_segment]).
Port	When a vendor is selected we automatically populate the port with that vendors default port. If your connection uses a port other than the vendors default please correct your port number.
Database	The name of the database you wish to establish a connection to.
Username	The username of the server you are trying to connect to.
Password	The password of the server you are trying to connect to.

Emails

SMTP Settings	SMTP Host		The Simple Mail Transfer Protocol (SMTP) host address.
	SMTP Port		The port the SMTP host listens on.
	SMTP Timeout		The SMTP timeout in seconds.
	Use TLS		Transport Layer Security (TLS) will encrypt the SMTP protocol.
Credentials	SMTP Username		The username for the SMTP server.
	SMTP Password		The password for the user on the SMTP server.
Email Boilerplate	Email From Address		The “From” email address that any boilerplate emails will appear to be sent from.
	Email Subject Key		The subject that will prepend any boilerplate email notifications.
Validation	Email To Address		The email to test for verification.
	Status		The email verification status will be displayed here.
Enable
	Enable SMTP		Select this to enable the Simple Mail Transfer Protocl (SMTP) server to generate email notifications for users.
	Job Notifications		Select what Job States you want users to receive notifications for. An unchecked box indicates no notifications will be sent for that job event.
	User Notifications		Select what changes to user accounts you want users to be sent email notifications about.
	Base URL for Embedded Email Links		The Base URL base location of your URL which can be changed depending on your needs. For example, you can change the base URL from http://generic:4200 to http://MyCompanyName:4200, you can also change the port number (in this case 4200) if needed.
	Email Attributes	Embedded Support Email Address	When Unison sends out generated emails this is the email address users will be instructed to follow up with for additional information.

License

This section displays your license details, including the expiration date.

License Key	Your license key. You can edit this by clicking the Edit button.
License Customer Number	The customer ID number associated with your license.
License Expiration Date	The date your license expires.

Project Defaults

Project Privacy	Check this box to set projects as private by default.
Address Task	Task Source Type	Set the task source type as US or Global.

Report Configuration

Default Reports	The default reports for each job type are listed here, indicating the rank, chart color, category, and description.
Custom Reports	Custom reports are listed here. If you want to make a new custom report, click the Create New button.
	Report Name	Give your custom category report a name here.
	Categories	Click Add a Category to add a new category, and customize it under Category Details.
	Category Details	First, a category has to be added from under Categories. Once that is done, the new category can be named here and given a custom color.
	Query Builder	Use the query builder to add rules to specify what result codes you want to define your category.

About

This section displays the version information for your install as well as contact information for Melissa.