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. Use Management Console to add and configure datasets and create default settings and overrides that apply to your global geocoding dataflows. Use Enterprise Designer to create and edit the actual dataflows.

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, overrides and dataset options for any of the Global Geocode stages in Management Console.

    The global default values, overrides and dataset configuration options allow you to customize each dataflow as needed. These settings and overrides from Management Console apply to all global geocoding dataflows you create in Enterprise Designer. You can override these settings in Enterprise Designer as well.

    For users who are transitioning from GeoComplete Module to Global Geocoding Module see Enterprise Designer Mappings for GCM and GGM.

  8. Create the input records you want to use in your stage. Input fields and input record formatting requirements are covered under each stage.
  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 is located in the Spectrum™ Technology Platform Dataflow Designer's Guide.
  10. Each Global Geocoding Module stage has options in Enterprise Designer 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, see the sections for each stage.
  11. Save and run your dataflow.