Connect 10 R5 Documentation

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  • User Manual
    • Navigate Connect
      • The Connect Main Screen
      • The Connect Dashboard
        • Viewing Dashboards
        • Creating Dashboards
        • Editing Dashboards
        • Deleting Dashboards
        • Exporting Dashboards
      • Query Filters
      • Maneuver Past Errors
      • Open Multiple Sessions or Windows
      • Sorting Tables and Application Links
      • OK, Done, and Cancel Buttons
      • Previous and Next Buttons
      • Using Connect Icons
    • Customers
      • Customer Record
      • Customer Browser
        • Searching for Customers
        • Manually Adding Customers
        • Importing Customers
        • Editing Customer Profile Information
        • Adding Customers to Conversations (Subscriptions)
        • Editing Customer's Associated Conversations (Subscriptions)
        • Adding Customer Attributes and Preferences to a Customer
        • Editing Customer Attributes and Preferences for the Customer
        • Viewing Customer Message History
      • Customer Attributes
        • Creating Customer Attributes
        • Editing Customer Attributes
        • Deleting Customer Attributes
      • Customer Preferences
        • Creating Customer Preferences
        • Creating MultiAddress Preferences
        • Editing Customer Preferences
        • Deleting Customer Preferences
      • Customer Inferred Interests
        • Creating Inferred Interests
        • Editing Inferred Interests
        • Deleting Inferred Interests
    • Campaigns
      • The Campaigns Screen
        • Campaign Expiration Dates
        • Quiet Periods
      • Campaign Types
        • Subscribe and Unsubscribe Campaigns
          • More About Subscribe and Unsubscribe Campaigns
          • Manually Unsubscribing Customers from Conversations
      • Creating a Normal Campaign
      • Creating a Recurring Campaign
      • Creating an Event-Triggered Campaign
      • Creating Subscribe Campaigns
      • Importing a Campaign
      • Defining Campaign Targets
      • Conversations
        • Understanding Conversations
        • Creating New Conversations
        • Using Refer-a-Friend
          • Refer-a-Friend Technical Overview
          • Configuring Refer-a-Friend System Parameters
          • Configuring Refer-a-Friend Contents
        • Editing Conversations
        • Deleting Conversation
        • Importing Customer Records
      • Audiences
        • Creating Audience Models
        • Filter Types, Attributes and Criteria
        • Editing Audience Models
        • Copying Audience Models
        • Deleting Audience Models
      • Segmentation
        • How Connect Prioritizes Customers
        • Understanding Leftover Segments
        • Creating Segmentation Models
        • Editing Segmentation Models
        • Copying Segmentation Models
        • Deleting Segmentation Models
      • Suppression Lists
        • Creating Suppression Lists
        • Importing Email Addresses into Suppression Lists
        • Editing Suppression Lists
        • Deleting Supression Lists
        • Previewing Suppression Lists
      • Sender Names and Sender Domains
        • Creating Sender Names
        • Creating Sender Domains
        • Editing Sender Names
        • Editing Sender Domains
        • Deleting Sender Domains
      • Campaign Targets
        • Establishing Seed Lists
        • Performing Calculations
        • Managing Campaign Targets
      • Editing and Managing Campaigns
        • Searching for Campaigns
        • Editing Campaigns
        • Cloning Campaigns
        • Exporting Campaigns
        • Deleting Campaigns
        • Pausing Active Campaigns
        • Resuming Paused Campaigns
    • Content Management
      • Content Formats
      • Mail Merge Tags
      • Content Types
        • Static Content
        • Dynamic Content
          • Creating Dynamic Content
          • Conditional Content Example using Java Server Pages (JSP)
            • Configuring Dynamic Content
            • Consuming the Parameter Values in JSP
            • Error Handling
            • Creating Links in Dynamic Content
            • Conditional Content Example
          • Using XML and XSL Content
        • How Connect Prioritizes Content Types
      • Guidelines for Creating Messages
      • Tips For Creating Links
      • Validating Message Content Prior to Launch
      • Creating and Managing Content
        • Creating Static or Static Scripted Content
        • Editing Static or Static Scripted Content
        • Editing Dynamic and XSL Content
        • Deleting Content from a Campaign
      • Managing Content URLs
        • Creating New Content in Connect
        • Uploading New Content in Connect
          • Creating Dynamic and XSL Content
        • Pointing to Message Content
        • Editing Content in Connect
        • Debugging XSL Content
      • Managing Content Attachments
        • Creating Content Attachments
        • Editing Content Attachments
        • Deleting Content Attachments
        • Troubleshooting Attachments
      • Analyzing Content Links
      • Links Overview
        • Viewing and Rechecking Links
        • Editing Link Content
    • Messages Overview
      • Message Types
    • Creating and Managing Messages
      • Creating Main Messages
      • Creating Trial Messages
      • Creating Follow-Up Messages
      • Configuring Automated Main Messages
      • Selecting a Winning Message for Automated Main Messages
      • Configuring Bounce and Reply Handling Messages
      • Editing Messages
      • Staging Messages
      • Cloning Messages
      • Deleting Messages
      • Pausing Messages
      • Resuming Paused Messages
    • Rolling Out and Launching Messages
      • Rolling Out Messages
      • Viewing and Editing Rollout Schedule
      • Verifying the Number of Targeted Customers
      • Launching Messages
      • Scheduling Automated Main Messages
    • Tracking and Conversions
      • Enabling Conversion and Referral Tracking
      • The Conversion Tracker
      • The Profiler
      • Conversion Detector
      • Conversion Workflow
      • Referral Marketing
      • What Counts as a Referral?
      • About Cookies
      • HTTPS Conversion Solution
    • Connect Web Surveys
      • Creating New Surveys
        • Adding Survey Fields
        • Additional Configuration Fields Required for Data Types
        • Editing Survey Fields
        • Changing Survey Field Order
        • Deleting Survey Fields
        • Exporting the Survey into HTML
        • Adding Rules to Surveys
        • Editing Survey Rules
        • Copying Survey Rules
        • Deleting Survey Rules
      • Importing Surveys
      • Editing Surveys
      • Copying (Cloning) Surveys
      • Deleting Surveys
      • Exporting Surveys
      • Creating Customers and Contacts Using Surveys
      • Deploying Surveys
        • Editing Survey Deployments
        • Deleting Survey Deployments
      • Viewing Survey Results
        • Filtering Survey Results
        • Exporting Survey Results
      • Troubleshooting Surveys
    • Connect Reports
      • Activity Reports
        • Configuring Activity Reports
        • List of Activity Reports
        • Editing Activity Reports
        • Creating Activity Reports
        • Deleting Activity Reports
      • Custom Reports
        • Campaign Drilldown Reports
        • Campaign Message Status Reports
        • User Agent Reports
        • Conversion Tracking Reports
        • Campaign Activity Reports
    • Best Practices
      • Disclaimer
      • ISPs to Contact
      • Content Recommendations
      • Electronic Direct Marketing (EDM) Content and Layout
      • Electronic Direct Marketing (EDM) Technical Considerations
      • Electronic Direct Marketing (EDM) Testing
  • 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
  • Administrator Manual
    • Administrative Tools
      • Company Admin Overview
        • Campaigns
          • Delivery Channels
            • Delivery Channel Overview
            • Creating Delivery Channels
            • Editing Delivery Channels
            • Deleting Delivery Channels
            • Delivery Channel Settings
            • Secure Messaging Delivery Channel
              • Configuring Secure Messaging Delivery Channels
              • Enabling Secure Messaging Delivery Channel in a Deployment
              • Using Secure Messaging Delivery Channel in a Campaign
            • Apple Push Notification Service (APNS) Delivery Channel
              • Configuring the APNS Delivery Channel
              • Enabling the APNS Delivery Channel in a Deployment
              • Using the APNS Delivery Channel in a Campaign
              • Configuring the GCM Delivery Channel
              • Enabling the GCM Delivery Channel in a Deployment
            • Twitter Delivery Channel
              • Creating a Twitter Application for Connect
              • Configuring Twitter Delivery Channel
              • Enabling the Twitter Delivery Channel in a Deployment
              • Using Twitter Delivery Channel in a Campaign
          • Content Repositories
            • Creating Content Repositories
            • Editing Content Repositories
            • Deleting Content Repositories
          • Languages
            • Creating Languages
            • Editing Languages
            • Deleting Languages
          • User Agents
            • Editing User Agents
          • User Agent Tags
            • Creating User Agent Tags
            • Editing User Agent Tags
            • Deleting User Agent Tags
            • Creating User Agent Categories
            • Editing User Agent Categories
            • Deleting User Agent Categories
          • Company Quiet Periods
            • Creating Company Quiet Periods
            • Editing Company Quiet Periods
            • Deleting Company Quiet Periods
          • Event Actions
            • Creating Event Actions
            • Editing Event Action Classnames
            • Refreshing Event Actions
            • Deleting Event Actions
          • Event Handlers
            • Creating Event Handlers
            • Editing Event Handlers
            • Editing Event Handler Properties
            • Editing Event Handler RuleSets for the Rule Action Handler
            • List of Event Handler Rule Actions
            • List of Event Handler Rule Action Properties
            • Refreshing Event Handlers
            • Activating Event Handlers
            • Deactivating Event Handlers
            • Deleting Event Handlers
        • Inbound Messaging
          • Reply Handlers
            • Editing Reply Handlers
          • Mailboxes
            • Creating Mailboxes
            • Editing Mailboxes
            • Deleting Mailboxes
          • Spam Feedback Loop (FBL) Handling
        • Messaging
          • SMPP Servers
            • SMPP Servers Overview
            • Creating SMPP Servers
            • Editing SMPP Servers
            • Deleting SMPP Servers
          • SMPP Senders
            • Creating SMPP Senders
            • Editing SMPP Senders
            • Deleting SMPP Senders
          • SMPP Advanced Options
            • Managing SMPP Advanced Options
          • Tag Length Value (TLV) Options
            • Creating Tag Length Value (TLV) Parameters
            • Editing Tag Length Value (TLV) Options
            • Deleting Tag Length Value (TLV) Options
          • Mail Farms
            • Creating Mail Farms
            • Editing Mail Farms
            • Deleting Mail Farms
        • Deliverability
          • Domains
            • Creating Domains
            • Editing Domains
        • User Management
          • Access Control Overview
          • User Profiles
            • Creating User Profiles
            • Editing User Profiles
            • Deleting User Profiles
            • Clearing Users' Preferences
          • Groups
            • Creating Groups
            • Editing Groups
            • Deleting Groups
            • Importing Users to Groups
          • Security Profiles
            • Creating Security Profiles
            • Editing Security Profiles
          • Departments
            • Creating Departments
            • Editing Departments
          • Tags
            • Creating Tags
            • Editing Tags
            • Deleting Tags
      • Instance Admin Overview
        • Configuration
          • Managing System Parameters
            • Editing System Parameters
            • Editing Installation Parameters
            • List of System Parameters
              • ConnectWeb System Parameters
              • Content System Parameters
              • Database System Parameters
              • Internationalization System Parameters
              • Mail Receiving System Parameters
              • Mail Sending System Parameters
              • Network System Parameters
              • Notification System Parameters
              • SMPP Receiving System Parameters
              • SMPP Sending System Parameters
              • Post-Installation System Parameters
          • Diagnostics
            • Updating Diagnostic Values
          • System Quiet Periods
            • Creating System Quiet Periods
            • Editing System Quiet Periods
            • Deleting System Quiet Periods
          • The Purge Scheduler and Purge Modules
            • Creating New Purge Scheduler Entries
            • Editing Purge Scheduler Entities
            • Deleting Purge Scheduler Entries
        • Messaging
          • Wireless Domains
            • Creating Wireless Domains
            • Deleting Wireless Domains
            • Importing Wireless Domains
          • SMPP
            • Benefits of Using SMPP
              • Creating SMPP Servers
              • Editing SMPP Servers
              • Deleting SMPP Servers
            • Senders
              • Creating Senders
              • Editing Senders
              • Deleting Senders
            • SMPP Advanced Options
              • Advanced Options
            • Tag Length Value (TLV) Options
              • Creating Tag Length Value (TLV) Options
              • Editing Tag Length Value (TLV) Options
              • Deleting Tag Length Value (TLV) Options
            • SMPP Error Codes
          • Mail Farms
            • Creating Mail Farms
            • Editing Mail Farms
            • Deleting Mail Farms
        • Event Handling
          • JMS Event Handler
            • Creating JMS Event Handlers
            • Editing JMS Event Handlers
            • Deleting JMS Event Handlers
            • Adding Destinations to JMS Event Handlers
            • Editing Destinations for JMS Event Handlers
            • Deleting Destinations for JMS Event Handlers
            • Refreshing JMS Event Handlers
            • Monitoring JMS Event Handlers
            • Starting JMS Event Handlers
            • Stopping JMS Event Handlers
      • Deployments Overview
        • Deployments
          • Creating Deployments
          • Editing Deployments
          • Copying Deployments
          • Deleting Deployments
          • Setting a Deployment as the Default Deployment
          • The Real Time Monitor
            • Adding an Element to the Monitor
            • Editing Elements in the Monitor
            • Editing the Real Time Monitor Settings
          • Log Files
            • Viewing Log Files
            • Deleting Log Files
          • Machines or Nodes
            • Adding Inside Nodes
            • Adding Outside Nodes
            • Installing a Machine
            • Editing Machine Information
            • Starting a Machine
            • Stopping a Machine
            • Clearing a Machine's Cache
            • Updating a Machine's Host Key
            • Deleting a Machine
            • Updating a Deployment
            • Deactivating a Deployment
            • Cleaning Storage
            • Starting All Nodes
            • Stopping All Nodes
            • Refreshing All Machine Information
          • Services
            • Editing Services Parameters
            • Generating a Secure Key
            • Editing Services Properties
          • Delivery Channels
            • Editing the Delivery Channels
          • Ports Mapping
        • System Reports
          • Viewing System Reports
          • Creating System Reports
          • Editing System Reports
          • Deleting System Reports
        • Error Reports
          • Viewing Error Reports
        • Instances
          • Viewing Instances
    • 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
    • Multiple Language Support
      • Multiple Language Support
      • International Configuration
      • Send Campaigns Using Multiple Languages
    • Application Event Handling Overview
      • Application Event Handling
      • Application Event Handling Actions and Alterations
  • 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
      • Installing Web Services on Windows
        • Deploying Web Services in WebSphere
        • Deploying Web Services in RedHat JBoss 7
      • 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 8.5.5
      • 3.3 Configuring WildFly 11
    • 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 8.5.5
        • 4.6.2 Deploying the Connect UI in WildFly 11
      • 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 8.5.5
      • 6.2 Deploying Connect Web in RedHat JBoss 7
    • 7 Configuring JMS over SSL
      • 7.1 Configuring JMS over SSL in Connect (TIBCO)
      • 7.2 Configuring JMS over SSL in Connect (WebSphere)
    • 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 8.5.5
      • 3.3 Configuring WildFly 11
      • 3.5 Installing and Configuring SFTP Services
      • 3.6 Installing and Configuring FTPS Services
      • 3.7 Installing and Configuring Windows 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 8.5.5
        • 4.6.2 Deploying the Connect UI in WildFly 11
      • 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 8.5.5
      • 6.2 Deploying Connect Web in RedHat JBoss 7
    • 7 Configuring JMS over SSL
      • 7.1 Configuring JMS over SSL in Connect (TIBCO)
      • 7.2 Configuring JMS over SSL in Connect (WebSphere)
    • Appendices
      • Appendix I: Switching to a New Installation Node
      • Appendix II: Troubleshooting