This Guide

matchIT consists of several optional modules, which are integrated into one package. Depending on the modules that you purchase (or are evaluating), options are enabled or disabled i.e. grayed out. The menu structure also depends on what modules are activated. This Getting Started Guide focuses mainly on use of matchIT for dedupe, merge/purge, salutations, casing and address enhancement. If any of these functions are not relevant to you, please ignore any instructions relating to the corresponding options. The screenshots in the guide are taken using the US sample data - if you are using the UK or Rest of World regional installations, you will see the sample data for that region. The literals on the screen sometimes use different terminology e.g. Surname for Lastname.

Installation

To install matchIT, please run the SETUP executable that you have downloaded from our web site, or from the link provided by your sales representative, and follow the instructions given.

If you do not already have one, you will need to contact your supplier for an activation code before you can use matchIT to process anything other than the supplied example data.  You can do this from the matchIT Evaluation screen as described in the next section. An Activation USB stick can also be supplied which can be used to transfer the activation between machines.

If you are installing under Windows, you must have administrator rights to install matchIT and/or the matchIT activation code and the SETUP executable should be run as the administrator. The user accounts under which matchIT will be run will also require read/write permissions on the matchIT directory which will need to be granted by an administrator.

If some of the dialog boxes are not fully visible after you have installed matchIT, make sure your screen resolution is set to at least 1024 x768.

Evaluation System Limitations

The standard evaluation system is configured as matchIT Campaign and is limited to 30 days and files of up to 5,000 records. Until activated, the matchIT Evaluation screen is displayed whenever you start matchIT. Simply follow the instructions on screen if you want to activate matchIT at this stage, then Cancel and restart matchIT to use the activated version.  If you do not wish to activate yet, just click on the Run button.

matchIT v6 User Interface

While all of matchIT’s processes can be accessed from the menu bar, the most common selections have been integrated into v6’s redesigned User Interface. Following is a description of each icon.

The matchIT Toolbar

The File Selector Button

There is frequent reference to this button in this guide.

matchIT Wizard Pane

The Wizard Pane gives the user immediate access to any of matchIT’s file wizards. Included in the Pane is a quick link to the matchIT Job Script window.  matchIT’s file wizards have the ability to lead a user through the entire data cleansing process. The file wizards allow inexperienced users to work through data cleansing processes with ease, while still maintaining the advanced data cleansing functionality that has made matchIT an industry leader.

A description of each icon follows: