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Configuring the Management service

Tell the Management service information about your Fredhopper setup.

Procedure

  1. In the config\ subfolder of your Management service folder, open smarttarget_conf.xml for editing.
  2. Find the <FredHopper> section.
  3. If your Fredhopper setup does not use catalog01 as 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 has catalog01 as its default (and only) Universe.
  4. 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 as en_GB or fr_BE. By default, standard language (ISO-639) and country (ISO-3166) codes are supported.
  5. Find the <IndexServer> section and set the value of the Url subelement 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 the Username and Password subelements of the Authentication section.
  6. In the <Timeouts> subsection, set the following timeout values:
    1. Set BatchActions to the number of milliseconds you want Experience Optimization to take for batched actions such as the reordering of Promotions.
    2. Set Localization to the number of milliseconds you want Experience Optimization to take for retrieving the Segment titles that are displayed in the Business Manager instead of the Segment Content Manager URI value.
    3. Set Promotions to the number of milliseconds you want Experience Optimization to take retrieving the list of Promotions from Fredhopper.
    4. Set Triggers to the number of milliseconds you want Experience Optimization to take retrieving the list of triggers from Fredhopper, as defined in trigger-types.xml.
  7. In the Analytics element, set the value of the implementationClass attribute to the fully qualified class name of the Java class that implements the analytics provider. This value defaults to com.tridion.smarttarget.analytics.GoogleAnalyticsManager, the implementation class for Google Analytics, which Experience Optimization ships with.
  8. In the Analytics element, set the value of the timeoutMilliseconds attribute to the time in milliseconds to wait to retrieve the Experiment from the analytics provider before timing out.
  9. In the Analytics section, specify parameters for the analytics provider you specified in the implementationClass attribute. If you chose the default Google Analytics provider, set values for the following subelements:
    ElementDescription of value
    ServiceAccountEmailAddressThe e-mail address you created in the Google Developers Console
    PrivatekeyPathThe full path and filename of the P12 key you created
    AccountIdThe ID of the Google Analytics account you created
    TrackingIdThe Tracking ID of the Google Analytics account
    ViewIdThe View ID of the view you created in Google Analytics
  10. If you use the default Google Analytics provider, in the CustomDimensions subsection, also specify the IDs of the custom dimensions you created in the subelements:
    ElementDescription of value
    ExperimentIdExperiment ID
    InstanceIdInstance ID
    PublicationIdPublication ID
    PageIdPage ID
    RegionIdRegion ID
    ComponentIdComponent ID
    ComponentTemplateIdComponentTemplate ID
    ChosenVariantChosenVariant
  11. Leave all other elements and attributes set to their default values.
  12. Save and close smarttarget_conf.xml.
  13. In the configuration location of the Management service, open cd_storage_conf.xml for editing.
  14. Configure the Storage element to point to the SDL Web Content Data Store (you can use the Content Deployer's cd_storage_conf.xml file as a reference).
  15. Save and close cd_storage_conf.xml.