Configuring a user account and data sources for Engage

To allow Unica Campaign to access IBM Engage, a Unica Campaign administrator must configure a user account with credentials to access the Engage integration services, then define data sources under that account.

Before you begin

To complete this task, you need the Engage credentials (login and password) for each data source. The Engage Org Admin or IBM Provisioning can provide this information.

About this task

A Unica Campaign administrator performs this one-time task. The procedure is summarized below. If you need detailed instructions, see the Unica Marketing Platform Administrator's Guide.

Procedure

  1. Log in to Unica Unica and choose Settings > Users.
  2. Click the name of the user account that is allowed to connect to the IBM Engage server. For example, asm_admin.
  3. Click the Edit data sources link at the bottom of the page.
  4. Click Add new and complete the form to create the following data sources. If the data sources already exist, click each data source and edit it to provide any missing information.
    Data source details Notes

    Data source: ENGAGE_CLIENT_ID_DS

    Data source login: ClientID (or any non-empty string)

    Data source password: <CLIENT_ID>

    This is the Engage Client ID data source.

    You can obtain the password from the Engage Org Admin.

    Data source: ENGAGE_CLIENT_SECRET_DS

    Data source login: ClientSecret (or any non-empty string)

    Data source password: <CLIENT_SECRET>

    This is the Engage Client Secret data source.

    You can obtain the password from the Engage Org Admin.

    Data source: ENGAGE_CLIENT_REF_TOK_DS

    Data source login: ClientRefTok (or any non-empty string)

    Data source password: <CLIENT_REFRESH_TOKEN>

    This is the Engage Client Refresh Token data source.

    The password for the Client Refresh Token Login was provided by email to the Engage Org Admin (or the user who was specified under Add account access in Engage, at provisioning time).

    Data source: ENGAGE_FTP_DS

    Data source login: <FTP_LOGIN>

    Data source password: <FTP_PASSWORD>

    The Engage FTP data source provides the credentials for FTP communication between Unica Campaign and Engage.

    The login and password were assigned in Engage. You can obtain thm from the Engage Org Admin.

  5. Click Save changes and OK.

What to do next

The user account and data source names must exactly match the configuration values that are specified for the Engage partition settings. Choose Settings > Configuration, go to Campaign | partitions | partition[n] | Engage, and confirm that the values match.