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Upgrading Publication Targets when upgrading from SmartTarget 2014 SP1

If you are upgrading from SmartTarget 2014 SP1, several upgrade steps are needed.

About this task

A number of things have changed between SmartTarget 2014 SP1 and SDL Web 8.5:
  • Instead of a Content Delivery OData Web service endpoint to connect to, your Publication Targets should now connect to a Management service.
  • You must configure your Publication Target to authenticate through the Token Service introduced in SDL Tridion Sites 8, rather than using an OData Access Token URL.

Procedure

  1. In the slide out navigation pane, select Content Explorer.
  2. Select Administration in the navigation pane.
  3. In Publishing Management > Publication Targets, open your Publication Target which points to your staging environment.
  4. Select the Targeting tab. The Targeting tab shows new fields to specify.
  5. Specify the fields as follows:
    PropertyValue
    Environment NameThe logical name for the environment. This field corresponds to the old SmartTarget Environment Name field.
    Management Service URLThe Web address of the Experience Optimization Management service. This field is pre-set to the existing value of your old Content Delivery Endpoint URL field, so that you can see which host you used to refer to (typically, this will be the same host on which the Management service now runs). Change the pre-set value to a value of the form http://HOSTNAME:8093/management.svc, where HOSTNAME refers to the machine on which the Management service runs. The URL you specify must be unique for this Publication Target: that is, one Management service can point to exactly one Fredhopper instance.
    Use as defaultYou can leave this field unchanged; it is copied from your existing configuration.
    Access Token URLIf OAuth authentication is enabled on the Management service (this is the case by default), the URL of the SDL Tridion Sites Content Delivery Token Service, that is, http://HOSTNAME:8082/token.svc, where HOSTNAME refers to the machine on which the Discovery Service and Token Service run. This field replaces the OData Access Token URL field.
    Client IDIf OAuth authentication is enabled on the Management service, the Client ID used to acquire as token, that is, a user in the cm role, such as cmuser. This field replaces the User Name field.
    Client secretIf OAuth authentication is enabled on the Management service, the password user by the user under Client ID to obtain a token. This field replaces the Password field.
  6. Click Save and Close to commit your changes.
  7. Repeat the process to configure the Publication Target which points to your live environment.