Hyatt Global Performance Reports

Runbook for executing Global

Performance Reports

Global Performance Summary

Reports

Document Distribution
Company Customer
Qualex Consulting Hyatt
Services

Historical Documentation
Versi Description Author Appro Date
on ver
1 Summary Reports CN 2-18-
Sharad 2017

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 Hyatt Global Performance Reports

CONTENTS

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 Hyatt Global Performance Reports

Contents
OVERVIEW............................................................................................................................ 3
AUTOMATION OF GLOBAL PERFORMANCE REPORTS....................................................4

GENERAL PROCESS FLOW OF THE REPORTING PROCESS....................................................................................4

INTERFACE OF THE REPORTING PROCESS............................................................................................................6
REPORTING COMPONENTS FOR GLOBAL PERFORMANCE REPORTS.......................................................................7
INSTRUCTIONS FOR EXECUTIVE MONTHLY GLOBAL PERFORMANCE SUMMARY REPORTS .....................................12
INSTRUCTIONS FOR WEEKLY GLOBAL PERFORMANCE REPORTS.........................................................................17
INSTRUCTIONS FOR MONTHLY GLOBAL PERFORMANCE REPORTS.......................................................................23
INSTRUCTIONS FOR MONTHLY HOTEL REPORTS.................................................................................................29
REPORTING SUPPORT......................................................................................................30

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 Hyatt Global Performance Reports

OVERVIEW

Global Performance Reports are generated on a monthly or a weekly basis that

reports on multiple metrics such as the number of Members, the number of Stays, the
number of Nights, the Eligible and Total revenue generated at Hyatt along the dimensions of
time and geographic location of their hotels.

These are the four Global Performance Reports at Hyatt identified for the automation
process in the short-term.

Monthly Reports
Monthly XXX Baseline Global Performance Report 2A thru mm-dd as of mm-
dd.xlsx
Monthly XXX Baseline Global Performance Report 2B thru mm-dd as of mm-
dd.xlsx
Weekly Reports
Week xx Baseline Global Performance Report 2A by Stays thru mm-dd as of
mm-dd.xlsx
Week xx Baseline Global Performance Report 2B by Nights thru mm-dd as of
mm-dd.xlsx
Executive Monthly Summary
Monthly XXX Baseline Global Performance Executive Summary thru mm-dd as
of mm-dd.xlsx
Insight Reports*
Monthly Insight - Marketing Risk Segment
Monthly Insight - Properties GP Metrics
Monthly Insight - Hotel
Monthly Insight Proximity Report (DEV)
Monthly Insight Brand Affinity Report (DEV)
Monthly Insight - Promo Response (DEV)

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 Hyatt Global Performance Reports

AUTOMATION OF GLOBAL PERFORMANCE REPORTS

GENERAL PROCESS FLOW OF THE REPORTING PROCESS
The General flow of the reporting process contains three major steps as defined below.
Extract data from the LDM database for the required reporting period
Transform the data pulled to near-report format
Copy/Paste from output reports to pre-formatted Hyatt Report Templates
All these steps are done with integration of different component technologies such as TOAD
sql for extracting data from the IBM Db2 LDM database, SAS Enterprise guide for
transformation of data to near report format, and then Excel VBA code to copy paste the
data values from output spread sheets to Production approved Monthly/Weekly reporting
templates.
Figure 1 on the next page shows the data flow from the Process flow of the Reporting
Process.

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 Hyatt Global Performance Reports

Figure 1: Process Flow

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 Hyatt Global Performance Reports

INTERFACE OF THE REPORTING PROCESS

An Excel VBA based interface has been developed for execution of the reporting
process in a sequence for each of the Weekly/Monthly and Executive Monthly
processes. This file has one drop down and three buttons like the Screenshot Below.
The Analyst selects which reporting period he needs the reports for in the drop
down below. The value selected in the drop down populates the Dates for Year 2017
and 2016 and the mm-dd value that is used to rename the file output file.
The Analyst then clicks on each of the buttons below in a sequence and validates if
the files have been created in each step and proceeds to the next.

Figure 2: Excel Interface

The three buttons on the interface achieve these steps
Click this
Button to
execute this
Process What it does?
On clicking this button starts the TOAD data pulls from the
Execute Data database. On the backend, the Excel VBA script writes the
1 Extraction reporting end to .txt files (screenshot below) and then calls the
Process TOAD Automation scripts in batch mode and pulls the required
data and dumps them in the toad_output folder
Execute XXXX
This button starts the execution of the SAS Enterprise Guide
2 Reports
code in batch mode and produces output files
Process

This button starts the process of copying of data from files that
Copy Paste for SAS produces to pre-formatted Global performance reports. It
3
XXXXX Reports employs excel VBA logic to copy data from specified cells on one
spreadsheet to the specified cells on the final reports

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 Hyatt Global Performance Reports

The Reporting End Date for the year 2016 and 2017 are written to the appropriate
text files in the toad_input_dates folder.
1. For e.g. to pull Monthly data ending February, one would have to enter
20160209 in the 2016ExecMonthlyDataPull.txt for the process.

Figure 3: 2016ExecMonthlyDataPull.txt contents for February

2. For e.g. the value of mm-dd i.e 02-28 in the screenshot above is used to
rename the final report out of the process.

Figure 4: Excel report name uses the mm-dd passed on the interface

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 Hyatt Global Performance Reports

REPORTING COMPONENTS FOR GLOBAL PERFORMANCE REPORTS

Following are the reporting components that are used in the Global Performance
Reports. The key components are the SQL scripts, Automation scripts, SAS code and
excel reporting templates. There are Excel VBA macro Workbooks that drive the
entire process for the reporting.

The script files for the Global Performance Summary Reports consists of these files.

TOAD Automation Scripts Total 6

SQL Scripts Total 6

SAS Scripts
A total of three SAS Enterprise Guide projects that use multiple SAS code files
to execute the Global Performance Summary and Detail Reports.

SAS EG Project Short Description

Report2A2B_Exec_Monthly_Su
mmary.egp
Upload_download.sas
Process_Exec_Monthly.sas
This SAS EG Project Formats the Executive Monthly
Summary
Common directory locations defined in the code
Build a Table of information to present Monthly
information in the Final Report

This SAS EG Project Formats the Global

Report2A2B_Monthly.egp Performance Monthly Detail
Upload_download.sas Common directory locations defined in the code
Build a Table of information to present Weekly
Process_Monthly.sas information in the Final Report

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 Hyatt Global Performance Reports

This SAS EG Project Formats the Global

Report2A2B_Weekly.egp Performance Weekly Detail
Upload_download.sas Common directory locations defined in the code
Build a Table of information to present Monthly
Process_Weekly.sas information in the Final Report

SAS Scripts Total three files

Output of the TOAD automation scripts (i.e. Inputs to the SAS Process): Total 6
csv files

The Excel VBA reports below provides the interface of executing all the Global
Performance Summary Reports.

There are pre-formatted Excel reports for all the Global Performance Summary
Reports.

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 Hyatt Global Performance Reports

The Root location for the Global Performance Reporting Automation process is at
Rootlocation\Automation.
The table below gives the folder name and Short description of the contents intended for
files under it

Folder
Name Short Description
batch_scripts Folder location for All batch files
documentatio Folder location for All Documentation regarding
n the process
excel_templa Folder location for All Excel Templates for
tes Reports
Folder location for All VBA related excel
Reports_VBA templates
sas_egp_proj
ects Folder location for All SAS Enterprise Projects
Folder location for All output from the SAS
sas_output Processes
sas_scripts Folder location for All SAS code
toad_input_d
ates Folder location for All TOAD related input files
toad_logs Folder location for All TOAD logs
toad_output Folder location for All TOAD exported data files
toad_sql Folder location for All TOAD SQL files
toad_tas_scri Folder location for All TOAD related automation
pts scripts
Folder location for All TOAD related temporary
toad_temp files

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INSTRUCTIONS FOR EXECUTIVE MONTHLY GLOBAL PERFORMANCE SUMMARY REPORTS

1. The Analyst, opens the Excel File Automation\Reports_VBA\ Global

Performance Executive Monthly Summary.xlsm in the main folder.

Figure 5: Excel VBA interface for Executive Monthly process

2. The Analyst selects the Month from the drop down for which he would like to
execute the Executive Summary Report.
3. The Excel VBA will populate the Reporting End Date values and other
information that are needed for the process.
4. The Analyst clicks on the Execute Data Extraction Process button to kick
start the TOAD data pulls from the database. On the backend, the Excel VBA
script writes the reporting end to .txt files (screenshot below) and then calls
the TOAD Automation scripts in batch mode and pulls the required data and
dumps them in the toad_output folder.
5. The Excel VBA templates open the .txt files as below in to edit the Reporting
End Date as required. This date is used in determining the end date for the
data reporting period in the sql queries used to querying the database for the
data pulls.

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6. For e.g. to pull Monthly data ending February, one would have to enter
20160209 in the 2016ExecMonthlyDataPull.txt for the process.

Figure 6: 2016ExecMonthlyDataPull.txt

7. The data below gives the suggested format of the ending dates for each of the
Files.

Date Month
20160
131 January
20160 Februar
229 y
20160
331 March
20160
430 April
20160
531 May
20160
2016ExecMonthlyDa
630 June
taPull.txt
20160
731 July
20160
831 August
20160 Septem
930 ber
20161
031 October
20161 Novem
130 ber
20161 Decem
231 ber

Date Month
2017ExecMonthlyDa 20170
taPull.txt 131 January
20170 Februar
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 Hyatt Global Performance Reports

229 y
20170
331 March
20170
430 April
20170
531 May
20170
630 June
20170
731 July
20170
831 August
20170 Septem
930 ber
20171
031 October
20171 Novem
130 ber
20171 Decem
231 ber

8. There will be a black execution window that indicates which script is currently
executing.
9. Once the Process is done, the analyst would need to skim through the logs
(*.log files) generated in the toad_logs folder to look for any possible warnings
or errors in the process.

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 Hyatt Global Performance Reports

Figure 7: 2016ExecMonthlyDataPull.log file screenshots

10. One has to make sure that the Script Log does not have any errors and
shows a record count greater than 1.
11. On Executing the Automation scripts, they create the CSV reports per
script on the users reporting folder.

12. The Analyst needs to quickly open them and validate the .csv files for
data validation.
13. The Next step is Click on the Execute Exec Monthly Report Process
button to execute the SAS Enterprise Guide code in batch mode.
14. This opens a windows explorer leading to the sas_scripts folder
automatically. The Analyst needs to double click on the
Report2A2B_Exec_Monthly_Summary.bat file to execute the SAS EG code.

15. Alternatively to clicking on the bat file above, the Analyst can open the
SAS Enterprise Guide Project Report2A2B_Exec_Monthly_Summary.egp and
Right Click in the Process Flow Diagram and hit the menu item Run Process
Flow. Alternatively, one can run each of the sub processes one by one in a
sequence.

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 Hyatt Global Performance Reports

16. The SAS Process creates the two excel files below as output.

For e.g. a screen shot of the Exec Monthly Nights.xlsx output.

17. The Next step is Click on the Excel Copy Paste for Exec Monthly
Process to execute the process of copying and pasting the values of SAS
script output to preformatted Template files.
18. This process takes a copy of the template files from the excel_templates
folder and puts it into sas_output folder for the copy/paste and rename
process.
19. Heres the list of files from which the data values are copy / pasted.

Copy data from Paste Values into

Exec Monthly Monthly Executive Summary thru mm-dd as of
Nights.xlsx mm-dd.xlsx of the Total 2B columns
Exec Monthly Monthly Executive Summary thru mm-dd as of
Stays.xlsx mm-dd.xlsx of the Total 2A columns

20. The Excel VBA follows logic to copy data from specified cells on Exec
Monthly Nights.xlsx to the specified cells on Monthly Executive Summary thru
mm-dd as of mm-dd.xlsx of the Total 2B columns.
21. Validate that you have copied and pasted the correct values to the
correct position in the target excel file row wise and column wise.

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 Hyatt Global Performance Reports

Figure 8: Monthly Executive Summary 02-28 as of 03-08.xlsx

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 Hyatt Global Performance Reports

INSTRUCTIONS FOR WEEKLY GLOBAL PERFORMANCE REPORTS

1. The Analyst, opens the Excel File Automation\Reports_VBA\ Global

Performance Weekly.xlsm in the main folder.

Figure 9: Excel Interface

2. The Analyst selects the Week from the drop down for which he would like to
execute the Executive Summary Report.
3. The Excel VBA will populate the Reporting End Date values and other
information that are needed for the process.
4. The Analyst clicks on the Execute Data Extraction Process button to kick
start the TOAD data pulls from the database. On the backend, the Excel VBA
script writes the reporting end to .txt files and then calls the TOAD Automation
scripts in batch mode and pulls the required data and dumps them in the
toad_output folder.
5. The Excel VBA templates open the .txt files as below in to edit the Reporting
End Date as required. This date is used in determining the end date for the
data reporting period in the sql queries used to querying the database for the
data pulls.

6. For e.g. to pull Monthly data ending February, one would have to enter
20170128 for Week 04 in the 2017WeeklyDataPull.txt.

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 Hyatt Global Performance Reports

7. The data below gives the suggested format of the ending dates for each of the
years 2016 and 2017 in those Files.

2017WeeklyDat 2016WeeklyDat
Week aPull.txt aPull.txt
Week 01 20170107 20160107
Week 02 20170114 20160114
Week 03 20170121 20160121
Week 04 20170128 20160128
Week 05 20170204 20160204
Week 06 20170211 20160211
Week 07 20170218 20160218
Week 08 20170225 20160225
Week 09 20170304 20160304
Week 10 20170311 20160311
Week 11 20170318 20160318
Week 12 20170325 20160325
Week 13 20170401 20160401
Week 14 20170408 20160408
Week 15 20170415 20160415
Week 16 20170422 20160422
Week 17 20170429 20160429
Week 18 20170506 20160506
Week 19 20170513 20160513
Week 20 20170520 20160520
Week 21 20170527 20160527
Week 22 20170603 20160603
Week 23 20170610 20160610
Week 24 20170617 20160617
Week 25 20170624 20160624
Week 26 20170701 20160701
Week 27 20170708 20160708
Week 28 20170715 20160715
Week 29 20170722 20160722
Week 30 20170729 20160729
Week 31 20170805 20160805
Week 32 20170812 20160812
Week 33 20170819 20160819
Week 34 20170826 20160826
Week 35 20170902 20160902
Week 36 20170909 20160909
Week 37 20170916 20160916

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 Hyatt Global Performance Reports

Week 38 20170923 20160923

Week 39 20170930 20160930
Week 40 20171007 20161007
Week 41 20171014 20161014
Week 42 20171021 20161021
Week 43 20171028 20161028
Week 44 20171104 20161104
Week 45 20171111 20161111
Week 46 20171118 20161118
Week 47 20171125 20161125
Week 48 20171202 20161202
Week 49 20171209 20161209
Week 50 20171216 20161216
Week 51 20171223 20161223
Week 52 20171230 20161230
Week 53 20180106 20170106

8. There will be a black execution window that indicates which script is currently
executing.
9. Once the Process is done, the analyst would need to skim through the logs
(*.log files) generated in the toad_logs folder to look for any possible warnings
or errors in the process.

Figure 10: Log files

10. One has to make sure that the Script Log does not have any errors and
shows a record count greater than 1.

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 Hyatt Global Performance Reports

11. On Executing the Automation scripts, they create these CSV reports per
script on the users reporting folder.

12. The Analyst needs to quickly open them and validate the .csv files for
data validation.
13. The Next step is Click on the Execute Weekly Process to execute the
SAS Enterprise Guide code in batch mode.
14. This opens a windows explorer leading to the sas_scripts folder
automatically. The Analyst needs to double click on the
Report2A2B_Weekly.bat file to execute the SAS EG code.

15. Alternatively to executing the bat file, the Analyst can open the SAS
Enterprise Guide Project Report2A2B_Weekly.egp and Right Click in the
Process Flow Diagram and hit the menu item Run Process Flow.
Alternatively, one can run each of the sub processes one by one in a
sequence.

16. The SAS Process creates the two excel files below as output.

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 Hyatt Global Performance Reports

For e.g. a screen shot of the Report 2A Stays Weekly.xlsx output.

17. The Next step is Click on the Copy Paste for Weekly Process to
execute the process of copying and pasting the values of SAS script output to
preformatted Template files.
18. This process takes a copy of the template files from the excel_templates
folder and puts it into sas_output folder for the copy/paste and rename the
final report file.
19. Heres the list of files from which the data values are copy / pasted.

Copy data from Paste Values into

Report 2A Stays Report 2A Weekly thru mm-dd as of mm-dd.xlsx
Weekly.xlsx
Report 2B Nights Report 2B Weekly thru mm-dd as of mm-dd.xlsx
Weekly.xlsx

20. The Excel VBA follows logic to copy data from specified cells on
Report2B Nights Weekly.xlsx to the specified cells on Report 2B Weekly thru
mm-dd as of mm-dd.xlsx of the Total 2B columns.
21. Validate that you have copied and pasted the correct values to the
correct position in the target excel file row wise and column wise.

For e.g. the Weekly report Report 2A Weekly thru 01-28 as of 03-08.xlsx
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 Hyatt Global Performance Reports

Figure 11: The Weekly report Report 2A Weekly thru 01-28 as of 03-08.xlsx

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 Hyatt Global Performance Reports

INSTRUCTIONS FOR MONTHLY GLOBAL PERFORMANCE REPORTS

1. The Analyst, opens the Excel File Automation\Reports_VBA\ Global

Performance Monthly.xlsm in the main folder.

Figure 12: Excel Interface

2. The Analyst selects the Month from the drop down for which he would like to
execute the Executive Summary Report.
3. The Excel VBA will populate the Reporting End Date values and other
information that are needed for the process.
4. The Analyst clicks on the Execute Data Extraction Process button to kick
start the TOAD data pulls from the database. On the backend, the Excel VBA
script writes the reporting end to .txt files and then calls the TOAD Automation
scripts in batch mode and pulls the required data and dumps them in the
toad_output folder.
5. The Excel VBA templates open the .txt files as below in to edit the Reporting
End Date as required. This date is used in determining the end date for the
data reporting period in the sql queries used to querying the database for the
data pulls.

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 Hyatt Global Performance Reports

6. For e.g. to pull Monthly data ending February, one would have to enter
20160209 in the 2016ExecMonthlyDataPull.txt.

7. The data below gives the suggested format of the ending dates for each of the
Files.

Date Month
201601
31 January
201602 Februar
29 y
201603
31 March
201604
30 April
201605
31 May
201606
30 June
2016MonthlyDataP
201607
ull.txt
31 July
201608
31 August
201609 Septem
30 ber
201610
31 October
201611 Novemb
30 er
201612 Decemb
31 er

Date Month
201701
2017MonthlyDataP 31 January
ull.txt 201702 Februar
29 y
201703
31 March
201704
30 April
201705
31 May
201706
30 June
201707 July
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 Hyatt Global Performance Reports

31
201708
31 August
201709 Septem
30 ber
201710
31 October
201711 Novemb
30 er
201712 Decemb
31 er

8. As an alternative, the Analyst can execute the TOAD_Report2A2B_Monthly.bat

file to start executing the Data extract process.
9. There will be a black execution window that indicates which script is currently
executing.
10. Once the Process is done, the analyst would need to skim through the
logs (*.log files) generated in the toad_logs folder to look for any possible
warnings or errors in the process.

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 Hyatt Global Performance Reports

Figure 13: Log files

11. One has to make sure that the Script Log does not have any errors and
shows a record count greater than 1.
12. On Executing the Automation scripts, they create these CSV reports per
script on the users reporting folder.

13. The Analyst needs to quickly open them and validate the .csv files for
data validation.
14. The Next step is Click on the Execute Monthly Process to execute the
SAS Enterprise Guide code in batch mode.
15. This opens a windows explorer leading to the sas_scripts folder
automatically. The Analyst needs to double click on the
Report2A2B_Monthly.bat file to execute the SAS EG code.

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 Hyatt Global Performance Reports

16. Alternatively, the Analyst can open the SAS Enterprise Guide Project
Report2A2B_Monthly.egp and Right Click in the Process Flow Diagram and
hit the menu item Run Process Flow. Alternatively, one can run each of the
sub processes one by one in a sequence.

17. The SAS Process creates the two excel files below as output.

Figure 14: Report 2A Stays Monthly.xlsx

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 Hyatt Global Performance Reports

18. The Next step is Click on the Excel Copy Paste for Monthly Process to
execute the process of copying and pasting the values of SAS script output to
preformatted Template files.
19. This process takes a copy of the template files from the excel_templates
folder and puts it into sas_output folder for the copy/paste and rename
process.
20. Heres the list of files from which the data values are copy / pasted.

Copy data from Paste Values into

Report 2B Nights Report 2B Monthly thru mm-dd as of mm-
Monthly.xlsx dd.xlsx
Report 2A Stays Report 2A Monthly thru mm-dd as of mm-
Monthly.xlsx dd.xlsx

21. The Excel VBA follows logic to copy data from specified cells on Report
2B Nights Monthly.xlsx to the specified cells on Report 2B Monthly thru mm-dd
as of mm-dd.xlsx of the Total 2B columns.
22. Validate that you have copied and pasted the correct values to the
correct position in the target excel file row wise and column wise.

Figure 15: The Monthly Report 2A Monthly thru 02-28 as of 03-07.xlsx

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 Hyatt Global Performance Reports

INSTRUCTIONS FOR MONTHLY HOTEL REPORTS

INSIGHT REPORTS
HOTEL REPORT

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 Hyatt Global Performance Reports

REPORTING SUPPORT

QLX Person Information

Al Cordoba
Email: al.cordoba@qlx.com

Ankit Agrawal
Email: ankit.agrawal@qlx.com

C N Sharad
Email: sharad@qlx.com

SAS Customer Support Center http://support.sas.com

SAS Install Center http://support.sas.com/documentation/installcenter/

SAS Technical Support http://support.sas.com/techsup

Downloads and Hot Fixes http://support.sas.com/techsup/dwnload/

SAS Training http://support.sas.com/training

Administrative Services http://support.sas.com/adminservices

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