Configuring server groups and data source connections

Use this procedure to define server groups and connect them to data sources you have configured.

About this task

Server groups are comprised of the following.

  • Streams servers that are set up during installation
  • Database connections that you create
  • Data source connectors that you create and map to data sources

Typically, organizations use different server groups for their development, test, and production environments. Development and test server groups often share Outcome and State History tables, while the production server group normally has its own, exclusive Outcome and State History tables.

Procedure

  1. Log in to Opportunity Detect and go to the Settings > Detect Settings > Server Groups page.

  2. The first time you use the Server Groups page, and whenever you add a new server, click Synchronize with changed streams configuration on the Servers tab to refresh the list of servers.

  3. On the Database Connections tab, configure a connection for every database containing the following tables that you plan to use with Opportunity Detect.
    • Run time tables
    • Outcome tables
    • State History
    • Profile

    You need the database name.

  4. On the Data Source Connectors tab, configure connectors for your transaction, profile, Outcome, and State History data.

    You do not have to set up a connector for your run time tables.

    For transaction and profile data in file format, you specify the encoding, locale, and currency format used in the file. Opportunity Detect constructs the required file name, and you must ensure that your data files use this name.

  5. On the Server Groups tab, select a server group to open a panel with four tabs. Configure server groups as follows.
    1. On the Properties tab, select an available Streams server and instance, and specify whether the server group is used for production.

      You can also view a list of workspaces that have deployment configurations associated with the server group.

    2. On the Servers tab, double-click in the # of Engines column to set the number of Opportunity Detect engines to run on this machine.
    3. On the Database tab, select a run time database and select the database connections you want to make available for table connector mapping.
    4. On the Data Source Mapping tab, map transaction and profile data sources and your Outcome and State History tables to data source connectors.

      Table connectors and flat file connectors enable the system to connect to your Outcome and State History database tables and your transaction and profile files.