You can configure your WebSphere Commerce development
environment so that you can export customer information from the production
environment database. You can then use the customer information to
help test any customization of the customer segment export feature.
For
more information about exporting customer segment information with
the Marketing tool, see Exporting customer segment information.
Note: To
export customer segment information in the development environment
does not require a connection to the production environment database.
When you run the export feature in the development environment and
no connection to the production database exists, the feature exports
the information from the development environment database. If you
do not need to export information from the production environment,
use the development environment database by using the export feature
without a production database connection.
Before you begin
Ensure that you complete the following tasks in the development
environment:
Procedure
- Configure a connection to the production environment database.
- Synchronize the customer segments between the development
and production environments.
- Ensure that the customer segments in your development environment
that you want to export exist in your production environment. If a
segment that is being exported does not exist in the production environment,
the generated export file does not include any data.
The
customer segments that you want to export need to have the same identifying
values in both environments. For example, the MBRGRP.MBRGRP_ID value.
The customer segment export uses the ID values in the development
environment to create an SQL query to retrieve the customer segment
information. By having the same values in both environments, you can
ensure that the query retrieves data for the correct segment. If the
ID values are different between environments, the query can fail to
return information from the production environment database or return
information for the wrong customer segment.
- Configure the customer segment export feature to use the
production environment database connection.
- Open WebSphere Commerce Developer and switch to the
Enterprise Explorer view.
- Go to the following directory:
WC_eardir\xml\config\com.ibm.commerce.marketing-fep-ext
If
the
com.ibm.commerce.marketing-fep-ext folder
does not exist, create this folder.
- Open the wc-admin-component.xml file
for editing.
- Locate the
Customer Segment Export
section
in the file and change the value of the CustomerSegmentExtractUseProductionConnectionInDeveloperEnv
configuration
property to be true
.
- Save and close the file.
- Restart the WebSphere Commerce Test Server.
- Verify that the configuration is successful and that you
can export customer segments from the production environment database.
- As a user that has the Marketing Director role, open
the Marketing tool.
- Export
the customer information for a customer segment and download the exported
file.
- In a file management utility, go to the following directory:
- Open the trace.txt file for editing.
This file includes the SQL statement that the customer segment export
feature used to export the customer segment from the production environment
database. Copy the SQL statement.
- Open a connection to your production database and run
the copied SQL statement to view the information for the exported
customer segment. Compare the contents of the downloaded export file
with the database query results to verify that the file contents are
for the correct customer segment in the production environment.