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HCL Deliver

The following steps provide a guide to configuring HCL Discover with Unica Deliver using built-in integration. The integration provides Discover with the ability to initiate emails to be sent via Unica Deliver when an event occurs. In addition templates can be assigned in Unica Deliver for specific Discover events occurring.

Tip

Always refer to the official product documentation.

Complete the steps to configured the integration:

Unica Deliver Configuration

  1. Setup a Deliver account and get the following details for configuration:

    Parameter Description
    AccountN an account to use for the Unica Deliver calls
    AccountP the password of the account
    DeliverUrl base url for Unica Deliver
    DeliverTMSUrl base url for Unica Deliver TMS

  2. Create one or more email templates in Unica Deliver using QuickBuilder and note down their template Names. Existing templates can be used.

Configure Discover

Configure CEP

  1. Configure CEP for Unica Deliver by modifying the Discover DiscoverEventBus.cfg file, add the following changes:

    Parameter Description
    OutputType Deliver
    AccountN an account to use for the Unica Deliver calls
    AccountP the password of the account
    DeliverUrl base url for Unica Deliver
    DeliverTMSUrl base url for Deliver TMS
    DefaultSendToEmail set a default email id
    DefaultTemplate set a default template to use
    DeliverLogLevel Error

Events

  1. Create or re-use existing events in Discover, set event options to Send to EventBus.
  2. Add or re-use existing a SessionAttribute to include the required visitor recorded email address. This is required for mail id to send to.
  3. Take note of the EventIDs and JavaScript Name of the SessionAttributes.

Unica Deliver Mapping

  1. Configure Discover CEPCustomFields.cfg file, add a new section as below:

    CEPCustomFields.cfg Deliver config
    [Deliver]
Type=Deliver
#EventMappingX=<EventID>|<TemplateName>|<SenderID>

    Info

    Each event mapping needs to have EventID, Template Name, SA_JavascriptName assigned. SA_JavascriptName is the SessionAttribute assigned previously.

    Example CEPCustomFields.cfg Deliver config
    [Deliver]
Type=Deliver
#EventMappingX=<EventID>|<TemplateName>|<SessionAttribute_Javascriptname>
EventMapping0=109|Discover_Template|CustomVar
EventMapping1=110|Discover_Template_1|CustomVar2

  2. If any of the events which has “Send to EventBus” set to YES in Options but is NOT configured in CEPCustomFields.cfg file as per the required format, when triggered will send the mail to a default mail and template configured under DiscoverEventBus.cfg file for DefaultSendToEmail= and DefaultTemplate=

Validation

  1. Restart the Discover Canister Manager service.
  2. Test the integration with sample events occurring, verify emails are received.
  3. Check the logfile SA_CEP_DELIVER_XXXXXXXX.log under <Discover_Installed_Dir>/Logs directory for any errors, and resolve.

Check

Discover processing server(s) must be able to communicate with the DeliverURL and DeliverTMSUrl.