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Configuration
Configuring Unica Discover involves setting up and managing Discover user authorization and configuring Discover server components and services that process captured data.
Unica Discover Configuration Manual
Initial Configuration
After you have successfully installed the DNCA and Windows™ software, you can use the following steps as a means of performing the initial configuration of your Unica Discover solution.
Initial Data Export configuration
It is necessary to perform configurations of your Unica Discover deployment. Depending on your Discover solution deployment, more configuration might be necessary.
Adding a configured task
Now that the Unica Discover Data Export software was installed and the Unica Discover Data Export server was configured, you can create your first Unica Discover Data Export task.

Configuration
Configuring Unica Discover involves setting up and managing Discover user authorization and configuring Discover server components and services that process captured data.
- Unica Discover Configuration Manual
  - Overview of Configuration
    This document provides topics on how to configure your Unica Discover solution in the following three categories.
  - Initial Configuration
    After you have successfully installed the DNCA and Windows™ software, you can use the following steps as a means of performing the initial configuration of your Unica Discover solution.
    - Initial Portal Configuration
    - Initial Manage Services Configuration
    - Initial Data Export configuration
      It is necessary to perform configurations of your Unica Discover deployment. Depending on your Discover solution deployment, more configuration might be necessary.
      - Prerequisites
        Certain prerequisites are required to perform the initial configuration of Unica Discover Data Export.
      - Data Export installation
      - Adding Data Export server
        Unica Discover Data Export requires its own Discover server to manage extraction and data output.
      - Adding a configured task
        Now that the Unica Discover Data Export software was installed and the Unica Discover Data Export server was configured, you can create your first Unica Discover Data Export task.
        General tab
        You can review session data by selecting a time period between Extract From and Extract To values to define a time period of session data that you would like to review.
        Servers tab
        Data Set tab
        Data Filters tab
        Destination tab
        Notification tab
        Save task
        Checking task status
        Since the task was specified to run immediately, Unica Discover Data Export begins processing it as soon as possible. You can complete the following steps to verify task status.
        Verify output in destination directory
        Integration with enterprise databases
      - Other configuration options
      - Testing your configuration
        After you completed your initial configuration, you can perform the following steps to verify the configuration.
      - References
  - Health-Based Routing (HBR) Session Agent
- Unica Discover Event Manager Manual

Adding a configured task

Now that the Unica Discover Data Export software was installed and the Unica Discover Data Export server was configured, you can create your first Unica Discover Data Export task.

About this task

The steps below outline how to create a simple Unica Discover Data Export Data Files task. The Data Files method of export extracts selected Discover sessions into a flat-file text format. These sessions can then be inserted into your enterprise system of choice.

Note: The Data Files method of export is the recommended Discover integration method.

Procedure

Log in to the Discover Portal as an administrator.
From the Portal menu, select Data Export.
Click Configure Jobs.
Click + Add Task.
The following sections describe the properties in each tab of the configured task that must be populated.

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