Global Geocoding Module Workflow

The following procedure gives a general high-level workflow for installing, setting up and implementing the Global Geocoding Module in the Spectrum™ Technology Platform.

Make sure that you have reviewed the release notes provided with your installation.

  1. You should have already installed the Spectrum™ Technology Platform and the Global Geocoding Module. For instructions, refer to the Spectrum™ Technology Platform Installation Guide for your platform.
  2. To access Management Console, in a web browser go to:

    http://server:port/managementconsole

    Where server is the server name or IP address of your Spectrum™ Technology Platform server and port is the HTTP port used by Spectrum™ Technology Platform. By default, the HTTP port is 8080.

  3. Enter a valid user name and password.

    The administrative user name is "admin" and it has a default password of "admin".

    Important: You should change the admin password immediately after installing Spectrum™ Technology Platform to prevent unauthorized administrative access to your system.
  4. Install the Enterprise Designer client tool. This is a Windows application.
    1. To download Enterprise Designer, in your browser, enter your Spectrum server and port number, and then login. For example: myserver:8080.
      The Spectrum™ Technology Platform home page opens.
    2. For the Enterprise Designer installer, select Platform Client Tools > Desktop. Follow the instructions provided on this page to download and install the tool.
    There are also optional command line tools, such as the Job Executor, Process Executor and Administration Utility that are useful for creating scripts and automating tasks. To download the command line tools, from the Spectrum™ Technology Platform home page, select Platform Client Tools > Command Line.
  5. Download and install your geocoding datasets. For instructions, refer to the Spectrum™ Technology Platform Installation Guide for your platform.
  6. Add your geocoding datasets as a database resource using the Spectrum Databases resource in Management Console. For the procedure, see Adding a Global Geocoding Module Database Resource.
  7. Enter your global default values and any overrides for either Global Geocoding or Global Reverse Geocoding in Management Console. For more information and procedures on setting values and overrides, see Global Default Values in Geocoding and Setting Country Overrides or Global Default Values in Reverse Geocoding and Setting Country Overrides. These settings and overrides apply to all global geocoding dataflows you create in Enterprise Designer.

    Among the options you can set are dataset configuration options. The dataset configuration options allow you to choose which datasets to include or exclude when matching as well as setting the preferred dataset search order. For more information, see Dataset Configuration for Geocoding or Dataset Configuration for Reverse Geocoding

  8. Create your geocoding or reverse geocoding input record. To understand the input fields and input record formatting requirements, see the sections on Global Geocode Input Fields, Global Reverse Geocode Input Fields and Input Record Format.
  9. Create your geocoding dataflow in Enterprise Designer. A dataflow is a series of operations that takes data from a source, processes that data, then writes the output to a destination. Detailed information on using the Enterprise Designer and setting up dataflows can be located in the Spectrum™ Technology Platform Dataflow Designer's Guide.
  10. Depending on which Global Geocoding Module stage you added to your dataflow, you can select geocoding or reverse geocoding options for searching, matching and geocoding, and for setting return values that will supercede the default settings and overrides you created in Management Console. For detailed descriptions of each stage's options, see the chapters Global Geocode Options and Global Reverse Geocode Options. The various topics in each chapter have information specific to Enterprise Designer.
  11. You can override the geocoding dataset configuration you set up in Management Console by using the configuration options in Enterprise Designer. The dataset configuration options allow you to choose which datasets to include or exclude when matching as well as setting the preferred dataset search order. For more information, see Configuring Datasets in Enterprise Designer.
  12. Save and run your dataflow.