Example of merging entities from two data sources - Card Synchronization 3.0

Card Synchronization Plugin Guide 3.0

series
Card Synchronization 3.0
revised_modified
2018-08-29

You can merge entities from two different data sources using global keys.

In the following example, cardholders from two different data sources are merged. Data source A has a higher priority than Data source B.

Global key configuration for Data source A

  • Resolve data source relationships using global keys is not selected.
  • Cardholder email is selected as a global key field for cardholders.

Cardholder data in Data source A

Unique ID Email Name Custom field A
ACH1 CH1@genetec.com Cardholder A1 CFA1
ACH2 CH2@genetec.com Cardholder A2 CFA2
ACH3 CH3@genetec.com Cardholder A3 CFA3

Global key configuration for Data source B

  • Resolve data source relationships using global keys is not selected.
  • Cardholder email is selected as a global key field for cardholders.

Cardholder data in Data source B

Unique ID Email Name Custom field B
BCH1 CH1@genetec.com Cardholder B1 CHB1
BCH2 CH2@genetec.com Cardholder B2 CHB2
BCH3 CH4@genetec.com Cardholder B3 CHB3

Result

Four cardholders are created in Security Center.
  • ACH1 and BCH1 are merged into one cardholder because they share the value CH1@genetec.com, which is defined as a global key for both.
    • The name of the cardholder is Cardholder A1 because the value is taken from the data source with the highest priority.
  • ACH2 and BCH2 are merged into one cardholder because they share the value CH2@genetec.com, which is defined as a global key for both.
    • The name of the cardholder is Cardholder A2 because the value is taken from the data source with the highest priority.
  • ACH3 and BCH3 are created as two cardholders because their global keys do not match with any other global keys.
Email Name Custom field A Custom field B
CH1@genetec.com Cardholder A1 CFA1 CHB1
CH2@genetec.com Cardholder A2 CFA2 CHB2
CH3@genetec.com Cardholder A3 CFA3  
CH4@genetec.com Cardholder B3   CHB3

Result if no global keys were configured or if only one data source had a global key configured

No cardholders are merged. Six cardholders are created in Security Center.
Email Name Custom field A Custom field B
CH1@genetec.com Cardholder A1 CFA1  
CH2@genetec.com Cardholder A2 CFA2  
CH3@genetec.com Cardholder A3 CFA3  
CH1@genetec.com Cardholder B1   CHB1
CH2@genetec.com Cardholder B2   CHB2
CH4@genetec.com Cardholder B3   CHB3