Integrating HCL Discover and Unica Deliver

From version 12.1.13, you can integrate Unica Deliver with HCL Discover. By integrating Unica Deliver, you can send emails when a Discover event is initiated. You can create templates in Unica Deliver and use the templates for specific events. You can also configure the template and sender ID for each Event.

About this task

To integrate Unica Deliver with HCL Discover, complete the following steps:

Procedure

Set up a Deliver account and fetch the following details for configuration in Unica Discover:
- AccountN - An account to for accessing calls from Unica Deliver.
- AccountP - The password of the account.
- DeliverUrl - Base URL of Unica Deliver.
- DeliverTMSUrl - Base URL for Unica Deliver TMS.
For more information on setting up a Deliver account, see Unica Deliver documentation.
Create one or more Email templates in Deliver using its Quick Builder feature and make a note of the template names.

For more information on using Quick Builder, see Unica Deliver documentation.
Configuring DiscoverEventBus.cfg
1. In the Discover Portal UI, select Discover > Managed Services.
  The Discover Services Management page appears.
2. Expand Canister.
3. Select Event Bus configuration (xxxxx) (Registry).
4. Within the Config Actions section, select View/Edit.
  The Pipeline Editor - Event Bus configuration (xxxxx) popup appears.
5. If CEP does not exist in the Event Bus configuration panel, drag-and-drop CEP from the Available SessionAgents panel to the Event Bus configuration panel. Ensure that you drop CEP after the Decouple option and before the Null option.
6. Select CEP.
  The Edit Session Agent:CEP popup appears.
7. Update the values of the following fields:
```
OutputType=Deliver
AccountN=<an account to use for the Deliver calls>
AccountP=<the password of the account>
DeliverUrl=<base url for Deliver>
DeliverTMSUrl=<base url for Deliver TMS>
DefaultSendToEmail=<set a default email id>
DefaultTemplate=<set a default template to use>
DeliverLogLevel=Error
```
8. Click Apply.
Create events in Discover and set Send to EventBus to Yes in Options for that event. Note the EventIDs.
1. In the Discover Portal UI, select Event > Manage Events.
  The Event Manager page appears.
2. Locate the required event by using filters and filtering the values based on Name or ID.
3. To edit an event, perform one of the following actions:
  1. Double-click the event.
  2. Right-click the event and select Edit Event.
4. Select More options.
5. Enable Send to Event Bus.
Configuring CEPCustomFields.cfg
1. In the Discover Portal UI, select Discover > Managed Services.
  The Discover Services Management page appears.
2. Expand Canister.
3. Select CEP custom fields configuration file (xxxxx) (CEPCustomFields.cfg).
4. Within the Config Actions section, select View/Edit.
  The CEP custom fields configuration file (xxxxx) popup appears.
5. Add a new section and provide values for the following fields in the mentioned format:
```
[Deliver]
Type=Deliver
#EventMappingX=<EventID>|<TemplateName>|<SenderID>
EventMapping0=109|Discover_Template|example.email@domain.com
EventMapping1=110|Discover_Template_1|example.email@domain.com,example.email@another-domain.com
```
  Each event mapping must have EventID, Template Name, and an email ID. If there are more than one entries, add the additional entries by separating them using a comma.
Restart the Canister Manager Service.
Test by initiating sample events and verifying if you are receiving the emails.

Note: Ensure that Discover Processing Servers can reach the DeliverUrl and DeliverTMSUrl.