HCL Opportunity Detection v9.1.2 documentation
Welcome to the HCL Opportunity Detect v9.1.2 documentation, where you can find information about how to administer and use Opportunity Detect.
This section describes the new features and changes introduced in the 9.1.2 version of Opportunity Detect.
New features and changes in HCL Opportunity Detect 9.1.2
This section describes the new features and changes introduced in the 9.1.2 version of Opportunity Detect.
HCL Opportunity Detect enables you to look for specified customer behaviors and patterns in your customer data. You define the transactions and patterns that Opportunity Detect looks for, and you specify the data that is written to the database or web servlet when those criteria are met.
About HCL Opportunity Detect
HCL Opportunity Detect enables you to look for specified customer behaviors and patterns in your customer data. You define the transactions and patterns that Opportunity Detect looks for, and you specify the data that is written to the database or web servlet when those criteria are met.
Opportunity Detect roles and permissions
The permissions assigned to users in Opportunity Detect determine what areas of the application they can access and the actions they can perform.
Data source setup in Opportunity Detect
To set up data sources for HCLOpportunity Detect, you configure them in the user interface, including setting up connections to the databases that hold run detail, State History, and Outcome data.
Deploying and running workspaces
You can create and run deployment configurations and view deployment and batch run history on the Workspaces page.
Outcome data in Opportunity Detect
Opportunity Detect generates one outcome record for every set of transactions that meets the criteria specified in the trigger system.
Real time processing in Opportunity Detect
The type of data source connectors that you use for your workspace determines whether it is processed in batch or real time mode. For real time mode, use a Queue or Web Service type of data source connector for transaction and Outcome data.
Web Service connectors for input and output in Opportunity Detect
You can use a Web Service Connector for incoming transaction data, for Outcome data, or for both.
Automating tasks using the RemoteControlCLI utility
The Opportunity Detect command line utility, RemoteControlCLI (CLI), allows you to automate the management of deployment configurations and batch runs. You can use the CLI to perform the same actions you can perform on the Deployment & Batch Run tab of a workspace.
Troubleshooting Opportunity Detect
Some suggestions for resolving issues with Opportunity Detect are listed in this section, along with workarounds or solutions.
Opportunity Detect and Interact Advanced Patterns configuration properties
This section describes the Opportunity Detect and Interact Advanced Patterns configuration properties on the Configuration page.
HCL Opportunity Detect enables you to look for specified customer behaviors and patterns in your customer data. You define the transactions and patterns that Opportunity Detect looks for, and you specify the data that is written to the database or web servlet when those criteria are met.
About HCL Opportunity Detect
HCL Opportunity Detect enables you to look for specified customer behaviors and patterns in your customer data. You define the transactions and patterns that Opportunity Detect looks for, and you specify the data that is written to the database or web servlet when those criteria are met.
Opportunity Detect roles and permissions
The permissions assigned to users in Opportunity Detect determine what areas of the application they can access and the actions they can perform.
Creating workspaces
You build trigger systems in workspaces. This procedure provides the basic steps for setting up workspaces. Details on adding and using components are provided elsewhere in this guide.
Adding and deleting components
There are three ways to add components to workspaces: by creating a component from the Component Palette, by copying a component within a workspace, and by using a component reference to share a component across workspaces.
Deploying and running workspaces
You can create and run deployment configurations and view deployment and batch run history on the Workspaces page.
Outcome data in Opportunity Detect
Opportunity Detect generates one outcome record for every set of transactions that meets the criteria specified in the trigger system.
Component types in Opportunity Detect
Components are the basic building blocks for trigger systems in Opportunity Detect.
Common features of components
You build expressions and configure incoming events and time spans when you work with several types of components. In addition, all component editors have a left panel where you configure or view basic attributes. Read this section to understand these commonly used component attributes.
Building expressions using the Expression Builder
The Expression Builder is used throughout Opportunity Detect to compare strings and numbers, perform math operations, and apply database functions.
Date, Math, and Boolean expression components
Expression components evaluate customer data and return a value that can be used by other components. You can create similar logic by using inline expressions within components, but creating an expression component for frequently used calculations allows you to re-use this logic.
Simple components
Trigger systems in HCL Opportunity Detect all have Simple components as their basic building block. Simple is the only component type that is triggered by incoming transactions in the transaction data feed, and not by an event produced by another component. This is why every trigger system requires at least one Simple component.
Action components
The purpose of an Action component is to send a notification that a specified behavior has occurred by writing data to a database or sending the data to a web service. Like all event components, an Action component fires and writes its outcome when it receives an incoming event from another event component.
Select components
Select components perform operations that are similar to the SQL SELECT database query with optional WHERE clauses. A Select component holds a set of records that you define, and on which you can perform further operations.
Container and Container Manipulator components
Container components store data that you define for a specified length of time. Container components depend on Container Manipulator components to feed them the data that they store.
Pattern components
You can use Pattern components to test whether one or more events for a given customer occur over a period of time. A Pattern component collects events that match its criteria and stores these events in the customer's state history. When the specified pattern of events is met, the pattern drops those events from state history and fires a positive event.
Backward Inactivity and Forward Inactivity components
You use a Backward Inactivity component when you want to verify that some event did not occur within a specified period of time prior to an incoming event. You use a Forward Inactivity component to set a timer when it receives an incoming event, and optionally to specify another event that turns off the timer.
Artificial transactions in Opportunity Detect
An artificial transaction (ATX) is a system-generated event that you can use as an incoming event in an event component.
The integration between HCL Interact and HCL Interact Advanced Patterns provides advanced pattern recognition capabilities for your Interact implementation.
About the integration between HCLInteract and HCLInteract Advanced Patterns
The integration between HCL Interact and HCL Interact Advanced Patterns provides advanced pattern recognition capabilities for your Interact implementation.
An installation of Opportunity Detect or Interact Advanced Patterns is complete when you install, configure, and deploy the product.
Installation overview
An installation of Opportunity Detect or Interact Advanced Patterns is complete when you install, configure, and deploy the product.
Planning the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler installation
When you plan your Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler installation, you must ensure that you have set up your system correctly, and that you have configured your environment to deal with any failures.
Preparing data sources for Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler
The Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler runtime environment uses data sources to store user and interaction data.
Installing Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler
You must run the HCL® EMM installer to start the installation of Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS® Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler. The HCL EMM installer starts the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler installers during the installation process. Make sure that the HCL EMM installer and the product installer are saved at the same location.
Completing a manual installation of Opportunity Detect
If you select manual database set up when you install Opportunity Detect, you must complete the tasks in this section after you run the HCL® EMM and the Opportunity Detect installer.
Deploying Opportunity Detect
To deploy Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition, you must deploy Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition Design Time using an EAR or WAR file.
Configuring Opportunity Detect and HCL InfoSphere Streams after deploying Opportunity Detect
After you deploy Opportunity Detect, perform the additional configuration tasks described in this chapter.
Configuring Opportunity Detect in a cluster
Opportunity Detect can be installed and deployed in a cluster.
Uninstalling Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler
Run the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler uninstallers to uninstall Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler. When you run the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler uninstallers, the files that were created during the installation process are removed. For example, files such as configuration files, installer registry information, and user data are removed from the computer.
configTool
The properties and values on the Configuration page are stored in the Marketing Platform system tables. You can use the configTool utility to import and export configuration settings to and from the system tables.
Opportunity Detect and Interact Advanced Patterns configuration properties
This section describes the Opportunity Detect and Interact Advanced Patterns configuration properties on the Configuration page.
An upgrade of Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition is complete when you upgrade, configure, and deployupgrade and configure Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition. The Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition Upgrade Guide provides detailed information about upgrading, configuring, and deployingupgrading and configuring Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition.
An upgrade of Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition is complete when you upgrade, configure, and deployupgrade and configure Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition. The Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition Upgrade Guide provides detailed information about upgrading, configuring, and deployingupgrading and configuring Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition.
You can upgrade your current version of Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition to bring it up-to-date with the latest features.
Automatic migration allows the installer to run the SQL scripts and insert the configuration properties that are required to upgrade your Marketing Platform system tables. If your company policy does not allow automated updates to your system table database, you must use manual migration, described elsewhere in this guide.
The Opportunity Detect upgrade installer can perform all of the data migration that is required for an upgrade automatically. However, if the policy of your organization does not allow automatic migration, you must complete the migration procedure to upgrade Opportunity Detect manually.
To deploy Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition, you must deploy Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition Design Time using an EAR or WAR file.
After you deploy Opportunity Detect, perform the additional configuration tasks described in this chapter.
Run the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM ®SPSS® Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler uninstallers to uninstall Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler. When you run the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler uninstallers, the files that were created during the installation process are removed. For example, files such as configuration files, installer registry information, and user data are removed from the computer.