Setting up a master profile

Setting up a master profile is a prerequisite for creating profile entities through the CLI or Swagger REST API. This process involves identifying the profile database and configuring the datasource within the Unica Platform.

Before you begin

  • The target database instance and schema must be created and reachable from the application host.
  • You must have a Unica Platform user with administrative permissions, such as asm_admin.

Procedure

  1. Identify or create the customer profile database.
    1. Identify the database where the Customer profile table exists.
    2. If a table is not available, you must create one.
    3. The customer is responsible for loading and maintaining this data.
    4. The primary key for the table must be a String (Varchar2).
  2. Configure the user data source.
    1. In the Unica Platform, navigate to Settings > Users.
    2. Select the preferred admin user (for example, asm_admin) and click Edit data sources.
    3. Create a new user data source with a preferred name, such as CustomerProfileDS.
    4. Provide the database login credentials (username and password) and save the data source.
  3. Configure the Detect datasource.
    For more information on datasource configuration, refer Validate Kafka and Datasource Configuration

What to do next

After saving the configuration, you can use the data source name (for example, CustomerProfileDS) to create a profile entity using the CLI or the Swagger REST API. For more information on initializing metadata, see Initialize Profile and Feed Metadata.