Configuring a Synchronization Target for Contacts
A Synchronization Target is used to synchronize data between a Content Manager Server and Presentation Server. For Audience Manager, a Synchronization Target is used to synchronize Contacts and Segments. You must specify the Synchronization Target used to keep Contacts and Mailings in that Publication in sync in a Publication Audience Management tab.
Before you begin
To create a Synchronization Target you must have Tridion Sites System Administration privileges.
About this task
A Synchronization Target specifies a URL to a Synchronization Server where the Synchronization Endpoint Service is installed. In a Publication, you need to specify the Synchronization Target that is used to keep Contacts and Segments in that Publication in sync.
Contact Synchronization is performed by the Synchronization service. The service loops over the active Synchronization Targets that have a URL for Contact Synchronization Server defined and, for each server, synchronizes the Segments and the new/changed/deleted Contacts.
You can implement Contact Subscription and Tracking on multiple websites. To avoid synchronization errors, you must only create a single Synchronization Target for each Tracking database and Subscription database used on the Presentation Server. When websites share databases, you assign the same Synchronization Target to the concerned Publications.
Procedure
- Open the Content Manager Explorer.
- In the System Administration view, navigate to the node.
- Select Synchronization Targets in the Shortcuts area and do one of the following:
- Right-click Synchronization Targets and select .
- Access the Administration tab in the Ribbon and select New Synchronization Target.
- In the General tab:
- Name—enter a logical name
- Description—enter a description
- Active—deselect to deactivate the Synchronization Target, for example if a server is offline
- In the Contact Synchronization Server section, specify the details for Audience Manager:
- URL—the fully qualified URL of the standalone Audience Manager Synchronization Endpoint Service that synchronizes Contacts and Segments between Audience Manager and the Presentation Server:
computer name:your chosen port/profile/sync. For example:http://localhost:8092/profile/sync. - Authentication—the method of authentication (we strongly advise implementing some method for authentication):
- Oauth- the default authentication setting. Oauth is an authentication protocol that allows applications to interact without revealing your password. You configure Oauth on the Web application that hosts the URL. Specify the Oauth client ID and secret on the Content Delivery Environment in Topology Manager. Once it is configured, you don't need to specify anything on this screen.
- None- select this option if you don't want to use any authentication, for example, if you have other safeguards in place
- Provide credentials- you can enter credentials for Domain, Username and Password:
- Domain—the user domain name
- Username—the name of a user who can connect to the
URL - Password—the password used by the
Username
- URL—the fully qualified URL of the standalone Audience Manager Synchronization Endpoint Service that synchronizes Contacts and Segments between Audience Manager and the Presentation Server:
- Click Save and Close.
- Configure a Publication to use the Synchronization Target:
- Select a Publication and choose Properties from the context menu.
- Select the Audience Management tab.
- In the Synchronization Target field, select the Synchronization Target.
- Click Save and Close to save and close the Publication.