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Step 4: Installing the Experience Optimization Management Service

Install the Management Service to enable communication between Content Manager and the Fredhopper Index Server. Have your Google Analytics settings ready.

Procedure

  1. On the Experience Optimization installation media, navigate to Content Delivery\roles\management\.
  2. Copy the contents of this folder to a folder of your choosing on your target machine (for example, a machine on which the Fredhopper Index Server runs).
  3. From your SDL Web Content Delivery server, copy cd_licenses.xml into the config\ subfolder of your target folder.
  4. In the same folder, open smarttarget_conf.xml for editing.
  5. Find the <IndexServer> section and set the value of the Url subelement to the value http://HOST:8180, where HOST is the host name of the machine on which the Fredhopper Index Server runs (localhost if you run both on the same server).
  6. 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
  7. 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
  8. Save and close smarttarget_conf.xml
  9. In the configuration location of the Management service, open cd_storage_conf.xml for editing.
  10. 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).
  11. Save and close cd_storage_conf.xml.
  12. On your target machine, from the target folder, open a PowerShell prompt and run the following command:
    & '.\installService.ps1'
  13. Navigate to the location of your SDL Web Content Delivery Discovery Service registration tool (the file discovery-registration.jar).
  14. If there is no file called cd_storage_conf.xml in this location, copy it from the Discovery Service configuration folder.
  15. Open cd_storage_conf.xml for editing.
  16. Find the ConfigRepository section and its Roles subsection.
  17. Add a Role element and set attributes as follows:
    AttributeValue
    NameSmartTargetManagementCapability
    Urlhttp://localhost:8093/management.svc
  18. Save and close cd_storage_conf.xml.
  19. From a command prompt, run the following command:
    java -jar discovery-registration.jar update