Spectrum Miner Integration Admin Guide

Spectrum Miner
Version 7.2
Portrait Dialogue Integration Administration Guide
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Spectrum Miner 7.2
Portrait Dialogue Integration Administration Guide
3
Table of Contents
C
o
p
y
r
i
g
h
t
1 - Introduction
Purpose
Who should read this guide
Related documentation
6
6
6
2 - Miner integration overview
Miner integration overview
8
3 - Spectrum Miner Export
Plug-in Installation
Spectrum Miner to PD Export Plug-in
Installation
11
4 - Portrait Dialogue Server
Configuration
Portrait Dialogue Server Configuration
15
5 - Testing and Troubleshooting
Testing and Troubleshooting
17
1 - Introduction
In this section
Purpose
Who should read this guide
Related documentation
6
6
6
Introduction
Purpose
This document describes how to install the Spectrum Miner plug-in component that facilitates the
export of scores and lists to Spectrum Dialogue.
Who should read this guide
System administrators who are installing and managing the integration between Spectrum Miner
and Portrait Dialogue.
Related documentation
Document
Media (zip/dvd) and location
• Spectrum Miner 7.2 Integration User
Guide
• Portrait Dialogue 6.1 Installation Guide • Portrait Dialogue media in: \Documentation\1 - Installation & upgrade\
• Portrait Dialogue 6.1 Release Notes
• Portrait Dialogue media in: \Documentation\
Tip: All documents are also available on Spectrum Software's support website:
http://support.portraitsoftware.com
Spectrum Miner 7.2
Portrait Dialogue Integration Administration Guide
6
2 - Miner integration
overview
In this section
Miner integration overview
8
Miner integration overview
Miner integration overview
Spectrum Miner is Spectrum's solution for generating insights from analyzing customer behavior;
Portrait Dialogue is a customer interaction solution that converts disparate customer interactions
into a connected two-way dialogue across all channels for greater customer engagement.
The integration between Spectrum Miner and Portrait Dialogue allows analytical results and insights,
such as targeting groups identified in Spectrum Miner to be shared with and deployed directly in an
operational environment. This happens through the exporting of a list of customer identifiers (and
optionally a per customer score) to create a new category in Portrait Dialogue that can be used to
select the target customers.
Spectrum Miner
The following pre-requisites are required for the installation of the plug-in components to support
the export of scores/lists from Spectrum Miner to a Portrait Dialogue installation.
• Spectrum Miner 7.2 server/desktop is installed.
• A command line SQL client is installed on the server/desktop machine on which the plug-in is to
be installed (for example, sqlcmd for SQL Server or sqlplus for Oracle) and can be run by all
users of the Spectrum Miner server/desktop.
• Spectrum Miner server/desktop machine and the Portrait Dialogue database server have access
to a common file system to which both the user performing the export and the database system
user have read/write permission.
• The Portrait Dialogue database server is on a network that is visible to all users of the Spectrum
Miner server/desktop.
• The user performing the installation has access to a simple text editor on the Spectrum Miner
server/desktop installation machine.
Portrait Dialogue
The following pre-requisites are required for successful use of the plug-in.
• Portrait Dialogue 6.1 is installed.
• Portrait Dialogue is running on a case insensitive database.
• Portrait Dialogue database server and the Spectrum Miner server/desktop machine have access
to a common file system to which both the user performing the export and the database system
user have read/write permission.
Spectrum Miner 7.2
Portrait Dialogue Integration Administration Guide
8
Miner integration overview
• In order to make use of any exported categories, the Categories system data group must be
present in the customer domain that the categories are being exported to.
• Note: SQL Server 2000 is no longer a supported database for the export capability.
Spectrum Miner 7.2
Portrait Dialogue Integration Administration Guide
9
3 - Spectrum Miner
Export Plug-in
Installation
In this section
Spectrum Miner to PD Export Plug-in Installation
11
Spectrum Miner Export Plug-in Installation
Spectrum Miner to PD Export Plug-in Installation
By default, the Portrait Dialogue integration component is installed in the 'ext' directory of the
Spectrum Miner server or desktop installation, that is, if the Spectrum Miner 7.2 installation is at
C:\SpectrumMiner_7.2 then the component will be located at folder to
C:\SpectrumMiner_7.2\ext\millionhandshakes To configure the component for you specific
Dialogue installation, complete the following steps:
• Browse to the new millionhandshakes component folder
(C:\SpectrumMiner_7.2\ext\millionhandshakes) and open the javastartup.xml file
and set the values for your installation for the following properties:
Property
Description
MH_DATABASE_TYPE
The type of database that Portrait Dialogue is installed on (must be one of
MSSQL or ORACLE).
MH_INSTANCE
The Portrait Dialogue instance name (that is, the name of the database shown
in the Visual Dialogue login window) that this installation will export to.
MH_USERNAME
The Portrait Dialogue user name (that is, the username used to log into Visual
Dialogue) that any exports will be performed under.
MH_PASSWORD
The password for the above user (that is, the password used to log into Visual
Dialogue).
MH_WH_BASE_URL
This is the base URL for the Portrait Dialogue web services and will typically
be:
http://<SERVERNAME>/MHDialogServerAPI/
Note: The URL must be terminated by a '/'.
MH_EXPORT_DIR
The path to a directory that this installation will export its data to.
Typically this will be a directory in the default Portrait Dialogue share as a
UNC path e.g. \\\MH\Imports although it may also be a mapped drive.
The important point is that this location must be visible to both the Spectrum
Miner server and the Portrait Dialogue database server (so a UNC path is
recommended).
Spectrum Miner 7.2
Portrait Dialogue Integration Administration Guide
11
Spectrum Miner Export Plug-in Installation
Property
Description
MH_IMPORT_DIR
This is the path to the directory that the Spectrum Dialogue database server
will look in to locate the files containing the data to import. Generally this will
be the same UNC location as MH_EXPORT_DIR but can be a different
name so long as they both point to the same physical location on disk.
Note: For Portrait Dialogue systems using Oracle, this value is unused
and the export location must be to a defined Oracle directory named
MH_IMPORT.
MH_EXPORT_CODEPAGE
The local codepage for text files on the Dialogue database server. Use this
property to specify the codepage to use when generating the list or scores
file to be imported to Dialogue e.g. <!--
name="MH_EXPORT_CODEPAGE" value="CP1252" /> will
specify the default encoding for Western European languages on Windows
MH_IMPORT_SQL_CMD
The SQL client command line for Microsoft SQL Server:
sqlcmd /U <user> /P <passwd> /S
<server> /i ~FILE~
Note: You may need to specify /d
not your default.
if the Portrait Dialogue database is
Note: If you are using Windows Authentication to connect to the database,
omit the /U and /P options.
The SQL client command line for Oracle:
sqlplus <user>/<passwd>@<server>@~FILE~
Note:
~FILE~ must be present in the command line (this will be replaced
by the name of a dynamically generated SQL file when running the
export).
Note: The command line tool must be on the path of the user performing
the export or the full path to the command line utility must be used.
The user must also have the appropriate file system permissions to
allow them to run the tool.
Note: The user accounts specified in the command line must have the
appropriate permissions e.g. for SQL Server, the user must have
the bulkadmin role.
Spectrum Miner 7.2
Portrait Dialogue Integration Administration Guide
12
Spectrum Miner Export Plug-in Installation
• At a command prompt ensure the Spectrum Miner bin directory is in the path by running the
following script:
<PMHOME>/config/setpath-qs7.2.bat
• Then run the following to make the DBC available:
qsextadmin –enable millionhandshakes
• Restart the Spectrum Miner Server (Quadstone System Server qs7.2) service via the Control
Panel > Administrative Tools > Services
Spectrum Miner 7.2
Portrait Dialogue Integration Administration Guide
13
4 - Portrait Dialogue
Server Configuration
In this section
Portrait Dialogue Server Configuration
15
Portrait Dialogue Server Configuration
Portrait Dialogue Server Configuration
On the database server, create a shared directory that will be visible to users of Spectrum Miner
and to which they will have read/write permission (as described in the Spectrum Miner installation
notes for MH_IMPORT_DIR). This directory will be used to receive the exported scores and lists
from Spectrum Miner.
Note: On an Oracle server, this directory must also be registered with the Oracle database server
using the following SQL command:
CREATE OR REPLACE DIRECTORY MH_IMPORT AS “[import directory]”;
GRANT READ, WRITE ON DIRECTORY MH_IMPORT TO [db user in the SQL command];
The above command does not support the use of UNC path names.
Spectrum Miner 7.2
Portrait Dialogue Integration Administration Guide
15
5 - Testing and
Troubleshooting
In this section
Testing and Troubleshooting
17
Testing and Troubleshooting
Testing and Troubleshooting
To test the installation,
• Start Decision Studio,
• Load a focus and open the Table Viewer. The ‘Export Score to Spectrum Dialogue’ and ‘Export
List to Portrait Dialogue’ icons should be visible in the tool bar.,
• Clicking on the ‘Export List’ icon should bring up the export dialog with the available domains listed
in the drop down. If any categories are defined in the selected domain, the Update radio button
should be enabled and if selected, the list of categories should be displayed in the category drop
down list.
To test the new Category in Portrait Dialogue, create a new Selection using the newly exported
Category.
If the installation is not working correctly, start by examining the log files in /shared/logs (the
Decision Studio session log in particular), where <PMHOME> is the directory containing the Spectrum
Miner installation.
If nothing happens after clicking on the ‘Export List’ icon, ensure the Spectrum Miner qs7.2 service
has been restarted on the server.
Spectrum Miner 7.2
Portrait Dialogue Integration Administration Guide
17
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