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Installing Experience Optimization on premise

Experience Optimization provides API extensions, a Kettle job, and default Fredhopper configuration files to install in your Fredhopper installation.

Procedure

  1. Download and install the Fredhopper Deployment Package.
  2. Edit your topology.txt file to identify your , for example:
    INDEXER|localhost|1|-|Indexer and Preview environment for demo setup
    QUERY|localhost|2|INDEXER|Live Query Server for demo setup
  3. Run the following command to start your deployment agent:
    bin\deployment-agent
  4. Run the following command to create your Fredhopper cluster:
    bin\setup-cluster
  5. Create the following directories:
    1. In the BASE_DIRECTORY\data\instances\INDEXER directory, create a directory called \custom.
    2. In the BASE_DIRECTORY\INDEXER\data\fas-xml-incremental\ directory, create a directory called the name of your universe, for example, BASE_DIRECTORY\INDEXER\data\fas-xml-incremental\CATALOG
  6. Add metadata.xml to the following Fredhopper installation directory: BASE_DIRECTORY\INDEXER\data\fas-xml-incremental\CATALOG
    The metadata.xml is available on the Experience Optimization installation media in the Fredhopper extensions\data folder
  7. Add trigger-types.xml and business.xml to the following Fredhopper installation directory: BASE_DIRECTORY\data\instances\INDEXER\config
    The trigger-types.xml and business.xml files are available on the Experience Optimization installation media in the Fredhopper extensions\configuration folder
  8. Run the following command to start the Indexer instance:
    bin\instance INDEXER start
  9. Install the API extensions:
    1. Access the SDL Web installation media.
    2. In the Fredhopper extensions folder, copy the following JAR files to the \custom directory:
      • smarttarget_api_extension.jar
      • configuration-management-rest-extension-<version>.jar The following versions of the extension are available, depending on the Fredhopper version you have installed:
        configuration-management-rest-extension versionFredhopper Deployment Package version (on premise)
        -1.0.jar7.5.0.x
        -1.1.jar7.5.1.x
      BASE_DIRECTORY\data\instances\INDEXER\custom
    3. Restart the Query Server running on the Index Server:
      bin\deployment-agent-client --location localhost invoke INDEXER qserver stop
      bin\deployment-agent-client --location localhost invoke INDEXER qserver start
  10. Add the Kettle job to your Fredhopper installation:
    1. Access the SDL Web installation media.
    2. In the Fredhopper extensions folder, copy the STJob.kjb file to the following directory:
      BASE_DIRECTORY\data\instances\etl
    3. Load the metadata.xml file by running the following command, on one line, from the root of the Fredhopper installation:
      bin\run-etl-job STJob.kjb "-DINSTANCE=INDEXER" "-DTRIGGER=load-data" "-DUNIVERSE=catalog01" 
      "-DEXECUTIONPATH=BASE_DIRECTORY/data/instances/INDEXER/custom/"