Adding a Liferay DXP Data Source

Your Liferay DXP instances are rich with contact data from Users and web analytics data on user interaction with Liferay DXP pages and assets. When you Create Liferay DXP data sources, you can select web analytics data from the Liferay DXP Sites you want. In Users and Organizations, you can choose to use contact data from all Users or a specified subset of them. Before adding an instance as a data source, though, you must connect it to your Analytics Cloud project.

Liferay DXP Data Source Prerequisites

Follow these steps to connect your project to your Liferay DXP instance.

Step 1: Install Required Liferay DXP Fix Packs

Liferay DXP 7.1: Download and install fix pack 10.

Liferay DXP 7.0: Download and install fix pack 79.

Step 2: Register Analytics Cloud with your Liferay DXP instance

Liferay DXP 7.1:

  1. Download the Liferay Plugin for OAuth 2.0 version 1.1.0 (or newer) and install it.

  2. The plugin comes with Analytics Cloud pre-registered. Copy the Client ID and Client Secret for connecting DXP with Analytics Cloud, as described in the next section.

Liferay DXP 7.0:

  1. Download the Liferay Connector to OAuth 1.0a and install it.

  2. Register Analytics Cloud as an OAuth application with the Write access level.

  3. Copy the Consumer ID and Consumer Secret for connecting DXP with Analytics Cloud, as described in the next section.

Congratulations on authorizing Analytics Cloud to connect to your Liferay DXP instance! It's time to add your DXP instance as a data source.

Tip: If you have problems connecting to your DXP data source, refer to Troubleshooting Liferay DXP Data Sources.

Adding the DXP Data Source

Adding a Liferay DXP data source connects your Analytics Cloud project with a Liferay DXP instance.

  1. Select SettingsData Sources. A listing of your data sources appears.

  2. Click Add Data Source. The Add Data Source page appears.

  3. Select the Liferay DXP icon. The Configure Liferay DXP page appears.

The Authorization tab is selected by default. It's time to authorize your DXP instance as a data source.

DXP Data Source Authorization

Here's how to authorize your DXP instance as a data source:

  1. Fill in the data source and client credentials fields.

    Description

    Name: A name for your data source.

    URL: The Liferay DXP instance URL.

    Client Credentials

    Consumer Key/Client ID: Key/ID for Analytics Cloud to access your Liferay DXP instance.

    Consumer Secret/Client Secret: Secret for Analytics Cloud to access your Liferay DXP instance.

    In Liferay DXP 7.1, the Client ID and Secret are found at Control PanelConfigurationOAuth 2 Admin.

    In Liferay DXP 7.0, the Consumer Key and Secret are found at Control PanelOAuth Admin.

  2. Click Authorize. A window appears and prompts you to sign in to the DXP instance.

  3. Sign in by entering your DXP admin (user that has the Admin role) credentials and clicking Authorize.

  4. Click Save to save the authorization options. Analytics Cloud advances you to the Configure Data Source tab's Data Configuration page. The data source's Current Status is AUTHENTICATED.

Here are the Configure Data Source options:

Configure Contacts: Configures the contact data only.

Configure Analytics: Configures the assets and touchpoints only.

Start with configuring contacts.

Configuring Contacts

Configuring contacts imports DXP user data.

  1. Select the Configure button for Configure Contacts. The Contacts configuration options appear.

  2. Configuring contacts involves selecting contacts to sync from the Liferay DXP instance and its User Groups and Organizations. Contacts belonging to multiple User Groups and Organizations are only counted once.

    Sync All Contacts: Selects all Liferay DXP instance contacts and disables options for selecting specific User Groups and Organizations.

    Sync By User Groups: Selects contacts by User Group.

    Sync By Organizations: Selects contacts by Organization.

    select-dxp-contacts-by-org.pngFigure 1: Analytics Cloud lets you select and import contacts from a Liferay DXP instance and its Organizations and User Groups.

  3. Click Save and Continue to import the selected contacts. Analytics Cloud imports the contact data and maps it to your Analytics Cloud contact data model. The initial contact data import can take 5 1/2 minutes per 1,000 contacts.

  4. Follow instructions for Mapping Contact Data to map contact data from your Liferay DXP instance to your Analytics Cloud contact data model. Once you've mapped the data, click Save. The Data Configuration page appears again; the button for Configure Contacts is labeled Edit.

You've configured Analytics Cloud to use your Liferay DXP contacts.

Configuring Analytics

Configuring analytics imports asset and touchpoint data as it relates to DXP contacts you've imported.

  1. Click Configure for Configure Analytics. The Liferay DXP site analytics registration page appears.

  2. Select the Liferay DXP Sites to register for analytics and click Configure.

  3. Click the Done button.

The Contacts and Analytics data start syncing into Analytics Cloud. Initially the sync takes a while. After the initial sync, changes are synced periodically.

Tip: If you have problems connecting to your DXP data source, refer to Troubleshooting Liferay DXP Data Sources.

If you have contact profile data from other sources such as a database, you might be able to export the data to a CSV file. Then you can add the CSV file as a data source and import the contact profiles from it. Adding a CSV data source is next.

この記事は役に立ちましたか?
1人中1人がこの記事が役に立ったと言っています