Integrating HCL Discover and Unica Interact

HCL Discover and Unica Interact integration works with CEP configuration. The CEP configuration enables the event to be sent to CEP and the external systems. Unica Discover-Unica Interact integration is supported from version 12.1.0.3 onwards.

To integrate HCL Discover and Unica Interact, complete the following procedures:

Activating Send to Event Bus

Procedure

  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 DiscoverEventBus.cfg

About this task

If you want to configure CEP on a different machine, you must configure DiscoverEventBus.cfg.

To configure DiscoverEventBus.cfg for Unica Interact, complete the following steps:

Procedure

  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 - Change the value to Interact.
    • InteractServerURL - Provide the URL of the Interact system. Provide the complete URL along with the version, and ensure that the URL is accessible from the CEP server.
    • InteractUser - The username to connect to the Interact system.
    • InteractPassword - The password to connect to the Interact system.
  8. Click Apply.

Configuring CEPCustomFields.cfg

About this task

To configure CEPCustomFields.cfg for Unica Interact, complete the following steps:

Procedure

  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. Provide values for the following fields in the mentioned format:
    
    Type=Interact
    IC=d1
    AudienceIDField=
    AudienceIDValue=
    AudienceIDType=
    AudienceLevel=
    EventMapping0=<Discover_Event_ID>,<Interact_Event_Name>
    EventMapping1=<Discover_Event_ID>,<Interact_Event_Name>
    EventMapping2=<Discover_Event_ID>,<Interact_Event_Name>
    EventMapping3=<Discover_Event_ID>,<Interact_Event_Name>
    CustomField0=<Id>,<Name>
    CustomField1=<Id>,<Name>
    CustomField2=<Id>,<Name>
    CustomField3=<Id>,<Name>
    CustomField4=<Id>,<Name>
    CustomField5=<Id>,<Name>
    For the AudienceLevel parameter, from version 12.1.11, you can also use Anonymous user. In earlier versions, if users did not exixt in Unica Interact, the process was failing. From 12.1.11 onwards, if the provided user does not exist in Unica Interact, the user will be added automatically and the process executes without any failure.
    Important: For the anonymous user to be created automatically, ensure that the Interactive Channel in Unica Interact has a Flowchart linked to the Snapshot table.
  6. Click Save.

Example

The following is an example for populating fields required to integrate Unica Interact:

Type=Interact
IC=d1
AudienceIDField=CustomerID
AudienceIDValue=1
AudienceIDType=numeric
AudienceLevel=Customer
EventMapping0=77,d1
EventMapping1=78,d1
EventMapping2=79,d1
EventMapping3=80,d1
CustomField0=emailid,audienceID
CustomField1=StatusCode,CartID
CustomField2=TLT_CUI_URL,ProductID
CustomField3=TLTXID,Quantity
CustomField4=URL,CartValue
CustomField5=TLTSID,DiscoverSID