Adding Experience Optimization to Content Deployer
Copy resources to Content Deployer, tell Content Deployer where Fredhopper is, and then tell it to publish there. Also, configure a tag bundle.
Procedure
- On the Experience Optimization installation media, navigate to Content Delivery\roles\deployer\experience-optimization\.
- On the machine on which you run Content Deployer, navigate to the Content Deployer library folder.
- Copy all files from the installation media folder to the Content Deployer library folder.
- Navigate to the Content Deployer configuration folder.
- From the installation media folder Content Delivery\resources\samples\, copy smarttarget_conf.xml to the Content Deployer configuration folder.
- On the target location, open smarttarget_conf.xml for editing.
- Find the
<FredHopper>section. - If your Fredhopper setup does not use
catalog01as its default Universe, set the value of the<DefaultUniverse>element to the default universe used by Fredhopper. A Universe is a collection of items that are held together in a categorization. The top level category in the categorization is the Universe. Typically, Fredhopper hascatalog01as its default (and only) Universe. - If your Fredhopper setup does not use US English as its default locale, set the value of the
<DefaultLocale>element to the default locale used by Fredhopper. The locale is a language-region combination, typically written as a language code in lower case, underscore, and a country code in upper case, such asen_GBorfr_BE. By default, standard language (ISO-639) and country (ISO-3166) codes are supported. - If your Fredhopper environment is running in a hosted environment, do the following in the
<Hosted>section:- Set the value of the
Enableelement totrue. - Set
<ServiceInstanceName>to the name of service instance. - Set
<Url>to the address of the endpoint for uploading data (you will only need to change the default URL if your Fredhopper environment is located in the US, for exampleus1instead ofeu1).
The following is an example configuration of the<Hosted>element:<Hosted> <Enable>true</Enable> <ServiceInstanceName>fas:live2</ServiceInstanceName> <Url>https://my.us1.fredhopperservices.com/</Url> </Hosted>where:
fasrefers to the service name.live2is an example instance name: typically, instances are named:test1,test2,test3,live1,live2,live3and so on.
- Set the value of the
- Find the
<IndexServer>section and set the value of theUrlsubelement to http://HOST:8180, where HOST is the host name of the machine on which the Fredhopper Index Server runs. If the server requires authentication, specify the credentials in theUsernameandPasswordsubelements of theAuthenticationsection. - In the
<IndexServer>section, find the<Deployment>subsection and do the following:- Set
Locationto the full path of the folder in which packages for Fredhopper should be placed, for example, c:/fredhopper/SmartTarget/data/fas-xml0-incremental/catalog01. - Set
InstanceNameto the name you gave to your Index Server. - Set
KettleJobNameto the filename of the Kettle job you placed in Fredhopper. - Leave
AddComponentPresentationContentset tofalseunless you have a pressing reason to set it totrue. This could be the case if you have upgraded from an older version of SmartTarget, and if you rely on the Component Presentation content being present in Fredhopper as a field.
- Set
- In the
<IndexServer>section, find the<Timeouts>subsection and set the value ofDeploymentto the maximum number of milliseconds you want Experience Optimization to take deploying content to Fredhopper Access Server running in a hosted environment. - Find the
<SmartTarget>section. - Set the
<TempDir>subelement to a temporary storage location for deployment. - Find the
<Tcdl>subsection. - In the
<Prefix>subsection, specify the prefixes used:- For a Java Web site, set the prefix in the
Javasubelement for the output namespaces of TCDL tags. - For a .NET Web site, set the prefix in the
dotNetsubelement for the output namespaces of TCDL tags. - For Java Standard Tag Libraries, set the prefix in the
Jstlsubelement'sCoresubelement.
- For a Java Web site, set the prefix in the
- In the
<ExcludeFields>subsection, specify the Schema fields, Metadata Schema fields, and Embedded Schema fields you want to exclude from being published to Fredhopper. - In the
<ShortPublicationName>subsection, createPublicationsubelements to specify one or more abbreviated Publication names to use in the Business Manager. - Leave all other elements and attributes set to their default values.
- Save and close smarttarget_conf.xml.
- In the Content Deployer configuration folder, open cd_deployer_conf.xml for editing.
- Add the following
<Module>element to theProcessor Action="Deploy":<Processor Action="Deploy" Class="com.tridion.deployer.Processor" Phase="post-transaction"> <Module Type="SmartTargetDeploy" Class="com.tridion.smarttarget.deployer.FredhopperDeployerModule"> <Transformer Class="com.tridion.deployer.TCDLTransformer"/> </Module> </Processor> - Add the following
<Module>element to the Transactional ProcessorProcessor Action="Undeploy":<Processor Action="Undeploy" Class="com.tridion.deployer.Processor" Phase="post-transaction"> <Module Type="SmartTargetUndeploy" Class="com.tridion.smarttarget.deployer.FredhopperUndeployModule"/> </Processor> - If you have SDL Archive Manager installed, add the Experience Optimization modules to the Transactional Processor as follows
- Add the following
<Module>element to the Transactional Processor with itsActionattribute set toDeploy:<Processor Action="Deploy" Class="com.tridion.archiving.processors.TransactionalProcessor" Phase="post-transaction"> <Module Type="SmartTargetDeploy" Class="com.tridion.smarttarget.deployer.FredhopperDeployerModule"> <Transformer Class="com.tridion.deployer.TCDLTransformer"/> </Module> </Processor> - Add the following
<Module>element to the Transactional Processor with itsActionattribute set toUndeploy:<Processor Action="Undeploy" Class="com.tridion.archiving.processors.TransactionalProcessor" Phase="post-transaction"> <Module Type="SmartTargetUndeploy" Class="com.tridion.smarttarget.deployer.FredhopperUndeployModule"/> </Processor>
- Add the following
- Add the following to the
<TCDLEngine>section:<TCDLEngine> <TagBundle Resource="com/tridion/smarttarget/tcdl/tagbundle.xml" /> </TCDLEngine>where the value of
Resourceis a relative or absolute path to thetagbundle.xmlfile which contains Experience Optimization-specific tags. - Save and close cd_deployer_conf.xml.