Data source configuration roadmap
You configure data sources in Opportunity Detect as described in this roadmap. When you have finished this process, you can build, deploy, and run trigger systems, as described in the HCL® Opportunity Detect User's Guide.
You can access all of the configuration tools mentioned here by navigating to the Settings > Detect Settings page.
You must have appropriate permissions to access the configuration tools. The following built in roles allow the user to access these tools.
- OpDetectAdmin
- OpDetectTestDesigner
- OpDetectProductionDesigner
If you use a custom role, it must have either of the following permissions.
- Run for testing
- Run for production
Step | Where to find details |
---|---|
Set up your State History and Outcome database tables. Required. | Setting up State History and Outcome tables |
On the Audience Levels page, configure audience codes. Required. | Configuring audience level codes |
On the Named Value Lists page, create display names for pre-defined values in your transaction and profile data sources. Optional. | Configuring named value lists |
On the Data Sources page, identify the fields in your transaction and profile data sources and specify display names. Required. | Defining data sources |
On the Server Groups page, define database connections, data source connectors, and server groups, and map connectors to data sources. Required. | Configuring server groups and data source connections |
Set up your transaction and profile data feeds. Required. |
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