Before you start using the Data quality studio, set the Data quality studio parameters.
| 1. | Click Data quality management. |
| 2. | Click Data quality studio parameters. |
| 3. | Sub-task: Set general parameters. |
| 3.1 | You can use a dynamic query in the following cases:
If the Select only first record field is set to 'No', the query can return more than one record. You can specify whether this is acceptable. If it is not acceptable, choose whether to show a warning or an error message when selecting a dynamic query on an action rule or condition. |
| In the General section in the Select all records field, select an option. | |
| 3.2 | You can set the default value for the Warning/Error field of validation rules and duplicate check rules. |
| In the General section in the Default Warning/Error field, select an option. | |
| 3.3 | You can define a standard prefix for validation rule error messages. Use this prefix to differentiate Data quality studio validation rule error messages from standard D365 F&SCM validation error messages. Error message prefix example: 'DQS Error - ' |
| In the Error message prefix field, type a value. | |
| 3.4 | You can define a standard prefix for validation rule warning messages. Use this prefix to differentiate Data quality studio validation rule warning messages from standard D365 F&SCM validation warning messages. Warning message prefix example: 'DQS Warning - ' |
| In the Warning message prefix field, type a value. | |
| 4. | Sub-task: Set table group checks. |
| 4.1 | In D365 F&SCM, each table is classified in a table group. You can, for each table group, indicate if rules can be created for the group. The table group check is done on creation of a rule. You can choose from these options: - Accept: You can create rules for the table group. - Warning: You can create rules for the table group. But, if you do so, a warning message is shown. - Error: You cannot create rules for the table group. If you select a table from the table group, an error message is shown. |
| Expand the Table group section. | |
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Note: For more information on table groups, refer to the D365 F&SCM-core documentation. |
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| 4.2 | In the Setup field, select an option. |
| 4.3 | In the Miscellaneous field, select an option. |
| 4.4 | In the Master data field, select an option. |
| 4.5 | In the Worksheet field, select an option. |
| 4.6 | In the Transaction field, select an option. |
| 4.7 | In the Framework field, select an option. |
| 4.8 | In the Staging field, select an option. |
| 5. | Sub-task: Set number sequence checks. |
| 5.1 | For an action rule of type Number sequence, a number sequence must be defined. You can indicate if already used number sequences can be used. The number sequence check is done when you define the number sequence for an action rule. |
| Expand the Number sequences section. | |
| 5.2 | Indicate if a number sequence that is used on a parameter form can be selected for action rules of type Number sequence. You can choose from these options: - Accept: For an action rule, you can select a number sequence that is used on a parameter form. - Warning: For an action rule, you can select a number sequence that is used on a parameter form. But, if you do so, a warning message is shown. - Error: For an action rule, you cannot select a number sequence that is used on a parameter form. If you do so, an error message is shown. |
| In the Used on parameters field, select an option. | |
| 5.3 | Indicate if a number sequence that is used for a journal can be selected for action rules of type Number sequence. You can choose from these options: - Accept: For an action rule, you can select a number sequence that is used for a journal. - Warning: For an action rule, you can select a number sequence that is used for a journal. But, if you do so, a warning message is shown. - Error: For an action rule, you cannot select a number sequence that is used for a journal. If you do so, an error message is shown. |
| In the Used on journals field, select an option. | |
| 5.4 | Indicate if a number sequence that is used on an active data quality policy version can be selected for action rules of type Number sequence. You can choose from these options: - Accept: For an action rule, you can select a number sequence that is used on an active data quality policy version. - Warning: For an action rule, you can select a number sequence that is used on an active data quality policy version. But, if you do so, a warning message is shown. - Error: For an action rule, you cannot select a number sequence that is used on an active data quality policy version. If you do so, an error message is shown. |
| In the Used on data quality policy version field, select an option. | |
| 6. | Sub-task: Set duplicate check options. |
| 6.1 | Expand the Duplicate check section. |
| 6.2 | You can enable merging duplicates for duplicate check rules of type 'Basic matching'. If merging duplicates is enabled for basic matching, and duplicates are found, you can compare the duplicates and merge field values. |
| Select Yes in the Enable duplicate check using basic matching field. | |
| 7. | Sub-task: Set dynamic form options. |
| 7.1 | Click the Dynamic form options tab. |
| 7.2 | When you create a customer, by default, the financial dimensions are not shown on the Create customer form. You can choose to show the financial dimension fields on the Create customer form. |
| Select Yes in the Create customer field. | |
| 8. | Sub-task: Set quality assessment parameters. |
| 8.1 | Click the Quality assessment tab. |
| 8.2 | Select Yes in the Require reason when accepting deviation field. |
| 9. | Sub-task: Enable Data quality studio. |
| 9.1 | Click the Enable Data quality studio tab. |
| 9.2 | Click Turn on. |
| 9.3 | Click OK. |
| 10. | Sub-task: Set execution settings. |
| 10.1 | For each data quality policy, you can indicate when it is applied. In the Data quality policy parameters, you define the default execution settings that are applied to new data quality policies. |
| Click the Execution settings tab. | |
| 10.2 | To make sure that all available execution triggers are shown, refresh the execution triggers. |
| Click Refresh triggers. | |
| 10.3 | You can apply a data quality policy: - Only on entering or updating a record on a form. To do so, only select the Enable by default check box for the 'Form' execution trigger. - Only on doing a quality assessment. To do so, only select the Enable by default check box for the 'Quality assessment' execution trigger. - In both cases. To do so, select the Enable by default check box for both the 'Form' execution trigger and the 'Quality assessment' execution trigger. |
| Clear or select the Enable by default check box as desired. | |
| 11. | Sub-task: Enable data enrichment. |
| 11.1 | You can use enrichment rules to set field values in a target field in D365 F&SCM. You can only use enrichment rules if Data enrichment is turned on. |
| Click the Enable data enrichment tab. | |
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Note: If data enrichment is turned on, the action rules are disabled. In this case, the action rules are not considered for execution. |
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| 11.2 | Click Turn on. |
| 11.3 | Click Yes. |
| 11.4 | Select Yes in the Please select checkbox to continue field. |
| 11.5 | Click OK. |
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Note: When data enrichment is turned on, you can turn it off. If you turn off data enrichment, the enrichment rules are no longer considered for execution. Instead, the action rules are considered for execution. |
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| 12. | Sub-task: Enable data quality policy log. |
| 13. | Click the Enable data quality policy log tab. |
| 14. | You can enable logging of data quality policy validation rules execution. Validation rule execution results are logged only when you manually add or change records. Validation rule execution results are not logged if the data quality policy is run by a:
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| Select Yes in the Enable data quality policy execution log field. | |
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Note: Logging validation rule execution results can decrease the performance. |
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| 15. | Sub-task: Set up data quality policy change management. |
| 15.1 | Click the Version management tab. |
| 15.2 | Enter a descriptive name of the current environment. Usually, the environment name is used. This description is used on check in/out. So, in data quality policy change management, a descriptive name is shown instead of the GUID that is shown in the Environment ID field. |
| In the Description field, type a value. | |
| 15.3 | You can activate change management for data quality policies. If active, you can add data quality policies to change management. So, change management is only applicable for the data quality policies that are added to change management. |
| Select Yes in the Active field. | |
| 15.4 | Enter the username to be used to access the Azure file share or Windows folder. To access an Azure file share, the username is the name of the applicable Azure Storage Account. |
| In the Operator name field, type a value. | |
| 15.5 | Define the password to access the Azure file share or Windows folder. Fill in the Password field with the desired password or access key. |
| In the Password field, type a value. | |
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Note: To access an Azure file share, the password is the key of the applicable Azure Storage Account. |
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| 15.6 | Enter the UNC path to the applicable Azure file share or Windows folder. |
| In the Windows share field, type a value. | |
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Note: You can only use a Windows folder if it has access control with a user and password defined. |
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| 15.7 | The location/folder on the Windows share where the data quality policy change management files are stored. |
| In the Shared path field, type a value. | |
| 15.8 | You can use the FileREST API to connect to the Azure file share. If Yes, Data Quality Studio calls the API automatically. |
| Select Yes in the Storage access via API field. | |
| 16. | Close the page. |
| Related to | Notes |
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Manage data quality policy changes |
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Manage data quality policy changes |
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Set Data quality studio parameters |
