Set up Background Services

Before you can match and merge entities, you need to set some parameters for the background services.

 

This is so ICM can identify potential duplicates:

  1. Select Admin > System > Background Apps.

  2. Select the Overflow tab > Select Duplicate Entities.

  3. Select the Parameters subtab.

  4. In the Start time field, specify the time of day you want ICM to start checking for duplicates.

  5. In the Maximum duration per day field, enter how long ICM should spend checking for duplicates.

  6. Select the On checkbox for the types of entities you think might have duplicates.

  7. Initially you need to set the evaluation to be a Deep scan. This is so the selected types of entities will be evaluated against all other entities of that type.

  8. Save your changes.

  9. In future, you'll probably only want to evaluate recently added or changed entities.

    When you're at that stage, switch to Normal scan.