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博文链接:https://caerun.iteye.com/blog/698065ATG Customer Intelligence Installation and configuration Guide
Contents
1 Introduction
Audience
Documentation Conventions
Related documents
2 Installation Overview
Installing with CIM
3 ATG Customer Intelligence Overview
ATG Customer Intelligence Features
Architecture overview
23355678
ATG Customer Intelligence securit
ATG Customer Intelligence Components
ATG Reporting Ce
Modeling Components
Additional Reporting Componen
ATG Customer Intelligence Software Development Kit
10
Databases
How ATG Customer Intelligence Is Used
12
Log Files
13
4 Configuring ATG Applications for Reporting
15
Application EAR Files
15
Configuring Application Logging
16
Configuring an asset management server
17
Configuring a Production Server
18
Filtering Specific Site Visit
20
Tracking Users During Multiple Site Visits
21
Configuring an Agent Server
22
5 Creating the data warehouse
23
Creating platform Data Warehouse Tables
23
Creating Search Data Warehouse Tables
23
Creating Outreach Data Warehouse Tables
24
Creating service data Warehouse tables
24
Creating Commerce Service Center Data Warehouse tables
24
Content
ATG Customer Intelligence Installation and configuration guide
6 Configuring Data Warehouse Loader Servers
25
Configuring the Main Loader Server
25
Custom Catalogs
26
Configuring the Outreach Loader Server
26
Creating the data loader production tables
27
Creating the Data Loader Local Tables
7 Installing aTG Customer Intelligence
29
Before you begin
Downloading and Installing atG Customer Intelligence
30
Configuring the Java Virtual Machine
30
Creating the Content Store
31
8 Configuring the Web Server
33
Enable ssl on the web server
34
9 Starting ATG Customer Intelligence
37
Configuring the reporting server
37
Creating the Reporting Center Data Source
39
Importing Reports and Metadata
40
Installing Application Deployment Archives
40
Accessing Report Metadata
41
Configuring the data Warehouse Time Zone
Configuring the link to the bcc
42
Configuring Access to an Email Server
42
10 Accessing atG Customer Intelligence
45
Opening ATG Customer Intelligence from Other ATG applications
45
Configuring the Launch Reporting Center Link from the bCc
45
Single Sign-On Between ATG Customer Intelligence and the Business Control Center
Configuring Multiple Custom Authentication Providers
47
Disabling Anonymous Access
47
Configuring ATG Customer Intelligence Access Permissions
48
ATG Customer Intelligence Access Administration
48
Assigning ATG Customer Intelligence Roles
Default Access Settings
11 Uninstalling atG customer Intelligence
53
Glossary
55
Index
58
Contents
ATG Customer Intelligence Installation and configuration Guide
1 Introduction
This guide provides an overview of aTG Customer Intelligence and its components, and instructions for
installing ATG Customer Intelligence(Aci)
Note: Availability of the studio applications and documents described in this guide depend on your
licensing permissions and atG installation (s). References in this guide to additional documentation
studios, applications, sample material, and tools may not be applicable to your ATG Customer Intelligence
(ACI)installation. Please be sure to follow instructions and guidelines specific to your installation. For
questions regarding your installation, or to change your licensing permissions, see your administrator.
This chapter includes the following sections
Audience
Documentation Conventions
Related documents
Audience
To use this guide you should be familiar with
Reporting concepts
Database and data warehouse concepts
Security concepts
Windows and/or UNIX administration
Existing server environment and security infrastructure in your organization
Documentation conventions
The following conventions are used throughout the documentation:
Convention
Explanation
italics
Introduces new terms and indicates emphasis
Introduction
ATG Customer Intelligence Installation and configuration guide
Bold
Emphasizes important information or indicates field names, menu items, or
button names
monospace
Indicates syntax examples, values that you specify, or results that you
receive
Brackets
Indicates optional items. For example, in the following statement: SELECT
[DISTINCT, DISTINCT is an optional keyword
The directory where you installed ATG Commerce is identified as
The directory where you installed atG Customer Intelligence is identified as
Related documents
Thefollowingguidesareavailabletoatgcustomersviaatg.com:
Document
Contains Information about
ATG Reporting Center User Guide
Accessing and running reports using the atg reporting
Center
ATG Customer intelligence data
Database structure and metadata that can be used for
Warehouse guide
reports
Information on application -specific reports for products such as atG Commerce and Knowledge can be
found in the documentation for those products
For information on supported platforms and product combinations see the supported environments
pageontheatgWebsite(http://www.atg.com/en/products/requirements/).
Cognos documentation is available at the following location after you have installed atg customer
Intelligence
/c8/webcontent/documentation /en
2
1-Introduction
ATG Customer Intelligence Installation and configuration Guide
2 Installation Overview
This chapter provides a high-level overview of the steps required to install atg Customer Intelligence lt
includes cross-references to the sections of this document that cover each step in detail. See information
about the atG Customer Intelligence application in ATG Customer Intelligence Overview
To install aTG Customer Intelligence
Install the atg applications that will be the subject of aTg customer Intelligence
reporting. Configure those applications to log operational information for reports. See
Configuring ATG Applications for Reporting
2. Create the data warehouse. See Creating the Data Warehouse
3. Install one or more data warehouse loader servers. See Configuring Data Warehouse
Loader servers
4. Install the atg customer Intelligence server See installing atg customer intelligence
5. Install a Web server to control users'access to the atG customer Intelligence server.
See Configuring the Web server
6. Start ATG Customer Intelligence and make the initial configurations required for it to
run reports. See Starting aTG Customer Intelligence
Installing with CIM
ATGs Configuration and Installation Manager( CIM) is a utility that helps to simplify atG product
configuration It ensures that all configuration steps are completed in the correct order. You can use CIM
to get a working installation running as quickly and easily as possible
In CIM, reporting is considered an add-on to other applications. Select the atG applications that you will
use from the product selection menu in CIM. Then select reporting as an add-on
Important: cim does not complete all the steps required to install aTG customer Intelligence
ClM handles the following configuration steps for ATG Customer Intelligence
Configuring atG applications to log operational information for reports. See
Configuring ATG Applications for Reporting
Creating the data warehouse. See Creating the Data Warehouse
3
2-Installation overview
ATG Customer Intelligence Installation and configuration guide
Configuring data warehouse loader servers. See Configuring Data Warehouse Loader
Servers
CIM does not perform the following configuration steps for AtG Customer Intelligence
Installing the atg customer Intelligence server See Installing atg customer
Intelligence
Install a Web server to control users' access to the atg customer intelligence server
See Configuring the Web server
To use CIM, do the following
1. Download and install your ATG products
2. Navigate to
home bin
3. Enter the command
cim. bat sh
4. Follow the prompts to configure your installation to access the online help, enter h at
point.
4
2-Installation overview
ATG Customer Intelligence Installation and configuration Guide
3 ATG Customer Intelligence Overview
ATG Customer Intelligence(Acl)helps your organization make informed decisions by providing access to
and analysis tools for business data. Use atG Customer Intelligence components to view or create
business reports related to your internal and external customer interactions to analyze data, to perform
ad hoc queries, and to create dashboards and scorecards
The following aTG applications are delivered with pre-configured reports and dashboards for use with
ATG Customer Intelligence
ATG Knowledge
● ATG Self service
ATG Commerce
ATG Outreach
ATG Search
ATG Commerce service center
This chapter includes the following sections
ATG Customer Intelligence Features
Architecture Overview
ATG Customer Intelligence Security
ATG Customer Intelligence Components
How ATG Customer Intelligence ls Used
og Files
ATG Customer Intelligence Features
This section provides a brief introduction to ATG Customer Intelligence features
ATG Customer Intelligence is a multilingual solution that lets you author reports once and deploy them
globally. When users open a report, it automatically opens in the proper language, based on their locale
settings.
5
3-ATG Customer Intelligence overview
ATG Customer Intelligence Installation and configuration guide
You can select the language that you prefer for the user interface. If your data and reports are available in
multiple language
ges, you can also select the language that you prefer for the content to deliver e
multilingual content, you can create each entry with multilingual properties in the appropriate studio
ATG Customer Intelligence reports can be output in the following formats
HTML
PDF
Microsoft excel
CSv(delimited text
XML
If you are the owner of a report or have the necessary permissions, you can specify the default format for
each report. You can also specify how many report output versions to keep
You can schedule reports to run at a time that is convenient for you. For example, you may want to run
reports during off hours when demands on the system are low. Or you may want to run them at a regular
weekly or monthly interval. You can schedule entries individually or use jobs to schedule multiple entries
It once. Jobs have their own schedules independent from report schedules
When you view report data in the Reporting Center or Query Studio, you may be able to drill down or up
through information to view it at a more or less detailed level.
ATG Customer Intelligence also supports ad hoc querying, and the ability to join display reports into
dashboards, providing quick analysis of multiple information streams
Architecture overview
This section describes the databases and other major components involved in an atG customer
Intelligence installation and their relationships to one another.
A typical ATG Customer Intelligence installation has the following components
ATG applications-Applications such as atG Knowledge and ATG Commerce provide
information that is stored in the atgDw. these applications provide operational data
in the form of log files
Log files-ATG applications write log files containing operational data. Data
warehouse loader servers read those files and load the data into the data warehouse
Data warehouse loader servers-Database loader servers take operational data from
log files and load it into the data warehouse. In some cases the data warehouse loader
server takes operational data from the production databases for atg applications
Data warehouse-Contains data from atG applications that is used as the source
information for reports and queries. the data in the data warehouse is subject
oriented, integrated, informational, non -volatile, and time variant. the data warehouse
is optimized for query processing.
6
3-ATG Customer Intelligence overview
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