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Connect 10 R5 Documentation
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User Manual
Navigate Connect
Log Into the System
Main Window
Interactive Overview
Maneuver Past Errors
Open Multiple Sessions or Windows
Manage Dashboards
Lists
Conversations
Query Filters
Conversations
Add New Conversation
DKIM Information
Edit Conversation
Delete Conversation
Import Customers
Audience Tab
Add New Audience Model
Edit Audience Model
Copy Audience Model
Delete Audience Model
Segmentation
Add Segmentation Model
Edit Segmentation Model
Copy Segmentation Model
Delete Segmentation Model
Sender Names and Sender Domains
Add New Sender Name
Edit Sender Name
Add New Sender Domain
Edit Sender Domain
Delete Sender Domain
Customers Tab
Customer Browser
Search, Add or Import Customer
Create and Edit Customer Profiles
Add and Edit Customer Conversations
Add or Edit Customer Attributes and Preferences
Customer Message History
Customer Attributes
Create and Edit Attributes
Customer Preferences
Create and Edit Preferences
Interests
Create and Edit Inferred Interests
Campaigns Tab
Campaigns
Campaign List Actions
Campaign Types
Subscribe and Unsubscribe Campaigns
More About Subscribe and Unsubscribe Campaigns
Manually Unsubscribe Customers
Create a New Campaign
Define Campaign Targets
Conversations
Audience Model
Segmentation Model
Content Management
Format Content
Mail Merge Tags
Content Types
Static Content
Dynamic Content
Create Dynamic Content
XML and XSL Content
Select XSL Content
How Connect Prioritizes Content Types
Guidelines for Creating Messages
Tips For Creating Links
Validate Message Content Before Launch
Messages Overview
Create Messages
Message Types
Launch Messages
Stage the Content
Message Rollout
Automated Main Messages
Configure Automated Main Messages
Scheduling Automated Main Messages
Select a Winning Message
Tracking and Conversions
Enable Conversion and Referral Tracking
Conversion Tracker
Profiler
Conversion Detector
Conversion Workflow
Referral Marketing
What Counts as a Referral?
About Cookies
HTTPS Conversion Solution
Connect Web Surveys
Create New Survey
Add Survey Fields
Generate HTML Form
Add Survey Rules
Deploy Survey
View Survey Results
Troubleshooting Surveys
Reports
Create Reports
View Reports
Print Reports
Export Reports and Create Graphs
Event-Triggered Messaging
Event Listener Overview
How Events are Processed
Event Attributes and ExternalXML
Dynamic Attachments
Dynamic Attachment URLs in Content Definition
Embedding Attachments in XML Event Records
Additional Event Listener Features
Handling Events for Expired Campaigns
Creating an Event-Triggered Campaign
Event-Triggered Campaign - Targeting Tab
Event-Triggered Campaigns - Content Tab
Event-Triggered Campaign - Content Tab
Event-Triggered Campaigns - Content Tab - URLs
Event-Triggered Campaigns - Content Tab - Attachments
Event-Triggered Campaigns - Content Tab - Link Analysis
Event-Triggered Campaigns - Message Tab
Event-Triggered Campaigns - Message Tab - Define Message
Event-Triggered Campaigns - Message Tab - Message Actions
Event Listener Scenarios
Event-Triggered Campaigns with ExternalXML
Send Message to Subscribed Customer
Subscribe Customer and Send Message
Create New Customer and Send Message
Update Customer Attributes and Send Message
Update Customer Preference and Send Message
Send Message with Inline Attachments
Use Event Attributes and Merge Tags
Use Event Attributes in XSL Stylesheets
Use Event Attributes in Static Content
Combine Merge Tags with XSL
Dynamic From: Header Populated from Event Attributes
Identifying Customers in XML Events
Multiple customer records with same email address
Multiple customer records with same email address, resubscribe
Using alt_customer_id instead of email
Event records for multiple customers
Updating Customer Profiles without Sending Messages
Insert or update customer record
Insert or update customer attributes
Insert or update customer record and attributes
Subscribe a customer to a conversation
Unsubscribe a customer to a conversation
Status Request Messages
Customer Status Request
Subscription Status Request
Event Status Request
Configure the Event Listener
Deploy Event Listeners
Configuring JMS Message Queue Listeners
Testing the SMTP Event Listener
KCXML Reference
Connect XML DTD
Date Types
Sample KCXML Document
XML Version
KanaRoot
Event Request
Event and Event Attribute
Customer
Customer Attribute
Customer Preference
External XML
Delivery Channels
Delivery Channel Overview
Secure Messaging Delivery Channel
Configure Secure Messaging Delivery Channel in the Connect UI
Enable Secure Messaging Delivery Channel in a Deployment
Using Secure Messaging Delivery Channel in a Campaign
Apple Push Notification Service (APNS) Delivery Channel
Configure APNS Delivery Channel in the Connect UI
Enable APNS Delivery Channel in a Deployment
Using APNS Delivery Channel in a Campaign
Google Cloud Messaging (Android Push) Delivery Channel
Configure GCM Delivery Channel in the Connect UI
Enable GCM Delivery Channel in a Deployment
Using GCM Delivery Channel in a Campaign
Twitter Delivery Channel
Create Twitter Application
Configure Twitter Delivery Channel in the Connect UI
Enable Twitter Delivery Channel in a Deployment
Using Twitter Delivery Channel in a Campaign
Administrator Manual
Administrative Tools
Company Admin Overview
Campaigns
Delivery Channels
Content Repositories
Languages
User Agents
User Agent Tags
User Agent Categories
Company Quiet Period
Inbound Messaging
Reply Handlers
Mailboxes
Deliverability
Domains
User Management
Access Control Overview
Users
Groups
Security Profiles
Departments
Instance Admin
Configuration
System Parameters
Diagnostics
System Quiet Periods
Purge Scheduler
Messaging
Wireless Domains
SMPP
Setup SMPP
Profile Tab
Senders
Advanced Options
TLV Options
Mail Farms
Event Handling
JMS Event Handler
Deployments Overview
Create Deployment
Edit Tab
Monitor Tab
Log Files Tab
Machines Tab
Services Tab
Channels Tab
Ports Tab
View System Reports
View Error Report
Multiple Mail Farms
Configure Mail Farms
Associate a Mail Farm with a Conversation
Associate a Mail Farm with a Campaign
Associate a Mail Farm with a Message
Reply Handlers
Connect Bounce Handler
Hard and Soft Bounces
International Configuration
Data Integration and Web Services
Connect Web Services
Installing Web Services on UNIX
Deploying Web Services in WebSphere
Deploying Web Services in RedHat JBoss 7
Deploying Web Services in RedHat JBoss 4.2.3
Installing Web Services on Windows
Deploying Web Services in WebSphere
Deploying Web Services in RedHat JBoss 7
Deploying Web Services in RedHat JBoss 4.2.3
Metadata Web Service
Version Metadata
Customer Metadata
Conversation Web Service
Conversation Fetch
Conversation Create and Update
Customer Web Service
Customer Fetch
Customer Create and Update
Subscription Management
Message History Web Service
Message History Fetch
Content Fetch
Event Web Service
Event Fetch
Event Create
ETL2 Bulk Data Loader
Running ETL2 Phase 2
Troubleshooting ETL2
Using Informatica
Before You Begin
The Repository
Backup and Restore
Security: Users and Folders
Locks
Using the Mapping Designer
Ports
Transformations
Source Files
Staging Tables
Target Tables
Database Connections
Server Configuration
Sessions and Batches
Loading Data
Pre- and Post-Session Commands
Job Control
File Wait
E-mail Notification
Using Databases as Sources
Overview: Using Databases as Sources
General Rules for Integration
Using Flat Files as Sources
Overview: Using Flat Files as Sources
General Rules for Integration
Key Concepts for Using Flat Files
Preliminary Steps
The ETL Process
Phase 1: Moving Data from Source Files to Staging Tables
Phase 2: Moving Data from Staging Tables to the Connect Tables
Advanced Integrations
UNIX Installation
1 Overview
2 Preparing to Upgrade a Connect Instance
3 Pre-Installation Tasks
3.1 Database Configuration
3.2 Configuring IBM WebSphere 7.0
3.3 Configuring RedHat JBoss 7
3.4 Configuring RedHat JBoss 4.2.3
4 Installation Tasks
4.1 Connect Properties and License Key
4.2 Configuring an Encryption Provider
4.2.1 Symmetric Encryption Provider with Key File
4.2.2 Symmetric Encryption Provider with Keystore
4.2.3 Public-Key Encryption Provider with Key File
4.3 Creating a Connect Database
4.4 Upgrading a Connect Database
4.5 Encrypting the database.properties file
4.6 Deploying the Connect UI
4.6.1 Deploying the Connect UI in IBM WebSphere 7
4.6.2 Deploying the Connect UI in RedHat JBoss 7
4.6.3 Deploying the Connect UI in RedHat JBoss 4.2.3
4.7 Running the Connect UI
5 Deploying a Connect Messaging Cluster
5.1 Edit Installation Parameters
5.2 Creating a Deployment
5.3 Activating a Deployment
6 Deploying a Connect Web Cluster
6.1 Deploying Connect Web in IBM WebSphere 7.0
6.2 Deploying Connect Web in RedHat JBoss 7
6.3 Deploying Connect Web in RedHat JBoss 4.2.3
Appendices
Appendix I: Switching to a New Installation Node
Appendix II: Troubleshooting
Windows Installation
1 Overview
2 Preparing to Upgrade a Connect Instance
3 Pre-Installation Tasks
3.1 Database Configuration
3.2 Configuring IBM WebSphere 7.0
3.3 Configuring RedHat JBoss 7
3.4 Configuring RedHat JBoss 4.2.3
3.5 Installing and Configuring SFTP Services
3.6 Installing and Configuring FTP Services
4 Installation Tasks
4.1 Connect Properties and License Key
4.2 Configuring an Encryption Provider
4.2.1 Symmetric Encryption Provider with Key File
4.2.2 Symmetric Encryption Provider with Keystore
4.2.3 Public-Key Encryption Provider with Key File
4.3 Creating a Connect Database
4.4 Upgrading a Connect Database
4.5 Encrypting the database.properties file
4.6 Deploying the Connect UI
4.6.1 Deploying the Connect UI in IBM WebSphere 7
4.6.2 Deploying the Connect UI in RedHat JBoss 7
4.6.3 Deploying the Connect UI in RedHat JBoss 4.2.3
4.7 Running the Connect UI
5 Deploying a Connect Messaging Cluster
5.1 Edit Installation Parameters
5.2 Creating a Deployment
5.3 Activating a Deployment
6 Deploying a Connect Web Cluster
6.1 Deploying Connect Web in IBM WebSphere 7.0
6.2 Deploying Connect Web in RedHat JBoss 7
6.3 Deploying Connect Web in RedHat JBoss 4.2.3
Appendices
Appendix I: Switching to a New Installation Node
Appendix II: Troubleshooting
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