Viewing Auto Merge History

IQ keeps a record of all auto merges, including information on when and by whom they were run. The history for each Auto Merge also provides for summary and detail reports on the process.

To view Auto Merge history:

1. Click the People tab and select Auto Merge on the submenu.

2. Select Show All AM Jobs on the actions menu to display all Auto Merges. For each merge, the list shows the Auto Merge ID number (ID), the name of the user who ran the Auto Merge (Owner); the date and time on which the merge was run (Create Time/End Time); the scope of the merge (Scope); the status of the Auto Merge (Status) showing the last step that was run; and the number of People records that were found for merging, householding, and adding to the manual merge list (Merge/Household/Manual Counts). Links are available for every Auto Merge that let you print a Summary or Detail Report containing results of the Auto Merge or view a log file that provides feedback on the Auto Merge process.

3. Click the ID link to open the Auto Merge Record and click the History tab Auto Merge History, which includes information about the criteria used for the Auto Merge and the results. You can print this page if you want a hard copy of the criteria used for the Auto Merge.

Auto Merge Status

Once you start the Auto Merge, the word (QUEUED) appears in the status column along with the date and time at which the compile process is scheduled to begin. The AM job is placed in the background job queue. Once an Auto Merge process starts, you'll see the word (RUNNING) to indicate that the background processor is running. One of the following statuses appears in the Status column for every Auto Merge job:

• Compiling – Auto Merge is compiling the list containing sets of duplicates and household records.

• Compile Interrupted – The Auto Merge was interrupted or canceled during or after the compile process. This Auto Merge cannot be continued. If you want to run an AutoMerge with the same options, you must start over.

• Compile Failed – An error has occurred during the compile step, and the process stopped before completion. The cause of the error is recorded in the log file.

• Compile Complete – The records have been compiled but not merged. To merge and household the records found with the compile process, click the AM ID link and click the Merge/Household button at the bottom of the Automated Merge page. If you do not want to merge and household the records, you must interrupt the Auto Merge before you can start a new one.

• Merging – The Auto Merge is merging and householding the records as a background job.

• Merge Interrupted – The Auto Merge was interrupted or canceled during the merge process. To restart the merge process, click the Restart Merge/Household button at the bottom of the Automated Merge page.

• Merge Failed – An error has occurred during the processing step, and the process stopped before completion. The cause of the error is recorded in the log file. To restart the merge process, click the Restart Merge/Household button at the bottom of the Automated Merge page.

• Merge Complete – The records in the compiled list have been processed—merged and householded.

Auto Merge History

When you click the ID link for a compiled or completed Auto Merge from the list of Auto Merges page, the Automated Merge Record page appears. The status of the Auto Merge appears in the page title. The The fields on this page are not accessible; they show the options that were selected for the Auto Merge.

The Automated Merge Results section at the bottom shows the result of the compile or merge:

• The number of People records identified as duplicates and the number of records they will be merged into.

• The number of People records identified as belonging to an existing household and the number of households these records will be householded to.

• The number of People records added to the manual merge list and the number of sets they've been placed in.

• The date and time at which the Auto Merge process was started, the date and time at which the compile or merge was completed, and the total elapsed time.