When transforming a group member data set, Application Collaboration needs to find two items in InterAction:
- The InterAction group to update - this is done by matching a harvested group name with group names in InterAction.
- The InterAction user to add to the group - you can select the data set mapping options Application Collaboration should use to do this.
Both the groups and users must exist in InterAction before you transform the data set. Application Collaboration does not create new groups or users.
The data set mapping options you choose change the structure of the table for the data set. You need to adjust your harvesting routine accordingly.
There are four ways to match the harvested user information with an InterAction user:
- Data Source System ID. This option uses a unique system ID from the external system to find the contact. For details, see Mapping By Data Source System ID.
- Additional Information Field. This option compares the value in a specified additional field with a harvested value to find the user. This is similar to the standard additional field mapping option; for details, see Mapping By Additional Information Field.
- InterAction Contact ID. This option compares InterAction’s internal contact IDs with a harvested value to find the user. This is similar to the standard contact ID mapping option; for details, see Mapping By InterAction Contact ID.
- Account Name. This option compares the set of active InterAction user account names with the harvested value to find the user. You can view a list of InterAction account names in the InterAction Administrator.
Remember that if you did not claim the contact, there is no corresponding SYS_ID. For more information on claiming, see To Claim or Not to Claim.
Example of Mapping a Group Member Data Set
The figure in the example below illustrates how Application Collaboration matches the harvested data to groups and users.
In this example, the data set has been configured to map users based on account name. Therefore, the table includes two columns:
ACCOUNT_NM
GROUP_NM
Application Collaboration does the following for each harvested row when transforming the data set:
- Matches the account name in the ACCOUNT_NM column with user accounts in InterAction.
- Matches the name in the GROUP_NM column with existing groups in InterAction.
In this example, the users Jess Vetter and Matt Thompson are both added to the Data Administrator’s Group, while Ed Roberts is added to the Client Administrator’s group.
Change the Method for Finding the Users
Changing the mapping method for an existing data set deletes all data in the corresponding data set table and changes the structure for the table. You need to revise your harvesting routine and re-harvest the data.
- Select the data source in which the data set belongs from the console list.
- Right-click the group member data set (
) and choose Edit.
-
Under Map User Based On, select the method you want to use to find the InterAction users to add to the group:
To Do This Use a system ID provided by the data source Select Data Source System ID Use an additional field value, such as client number or employee code Select Additional Information, then select the field to use for mapping from the drop-down list Use the internal InterAction contact ID Select InterAction Contact (Listing ID) Use the InterAction user account name (such as EROBERTS) Select User Account - Choose OK to save your changes.
- Note the new table structure for the data set table. The table structure displays in the right pane of Application Collaboration when you select the data set.
- Update your harvesting routine to harvest the appropriate mapping data into the columns.
- For example, if you select the Account Name option, the table includes an ACCOUNT_NM column. You need to update your harvesting routine to harvest the external system’s unique ID for the contact into this column.
- For a list of the possible columns in the data set table, see Group Member Data Set Table.