3. Step-by-Step Guide: Creating a New Tag - Update by Name

Purpose: Add a unique event to records based on a unique identifier. This can later be used for export or to trigger actions.

Updating via the User-Interface at the Portal

Step 1: Prepare Your File

Include:

• A unique identifier, which should be either:
  
  

  • A dedupe column (which will process all matching dedupe records), or
    
    

  • A combination of purl + _id (_id is a unique record ID), which will match only one record.

The unique identifier is sufficient to create a tag. All other fields will be ignored.

Ensure:

• File format is standard
  
  

• Correct delimiter is used
  
  

Step 2: Start a New Tag

1. Go to Data Services → Tags / Updates
   
   

2. Click NEW TAG

Step 3: Fill in the GENERAL Tab

1. Provide a Tag Name
   
   

2. Select Update By Name in the dropdown
   
   

3. Choose the correct file delimiter
   
   

4. Leave Import Names blank unless required
   
   

5. Upload the file

Step 4: Submit the Tag

Click SUBMIT to apply the tag.

Verify updates via Search and Analyze by selecting a record and checking the event.

Updating using Files via SFTP

Step 1: Prepare Your File

Include:

  - A unique identifier, which should be either:

    - A dedupe column (which will process all matching dedupe records), or

    - A combination of purl + _id (_id is a unique record ID), which will match only one record. 

The unique identifier in the file is sufficient to create a tag; all other fields will be ignored.

Ensure:

• File format is standard
  
  

• Correct delimiter is used

- Drop the file to the designated SFTP location

Step 2: Start a New Tag

1. Go to Data Services → Tags / Updates

2. Click “NEW TAG”

Step 3: Fill in the GENERAL Tab

1. Provide a Tag Name

2. Select “Update By Name” in dropdown

3. Select the appropriate file delimiter

4. Leave Import Names blank unless required

5. Proceed to SFTP setup

Step 4: Configure SFTP (Skip PGP)

1. Go to the SFTP & PGP tab

2. Enter the following SFTP details:

   - Host: SFTP server address

   - Port: Usually 22

   - Folder: Directory path to your file

   - Username and Password for authentication

PGP is not required

Note: You can have a maximum of 2 active SFTP updates per account. Delete an existing one if the limit is reached.

Step 5: Submit the Tag

Review all details and click “SUBMIT” to apply the tag.

The file will be picked up and processed within a few minutes. Once processed, an entry will appear in the Tags / Updates section showing update statistics. Additionally, the SFTP file name will be prefixed with "done_" to indicate successful processing. You can also verify the updates in the "Search and Analyze" section by selecting a record and checking the event.

Quick Reference