This procedure deploys to a runtime development, test,
or production server group for the Interactive Channel.
Before you begin
Before deploying to a live, customer-facing production
runtime server group, you must confirm that all interactive offers,
interactive flowcharts, interaction strategy tabs, interaction points,
zones, and events are tested and approved.
Also, after you create
a stable deployment, do not make any changes to the Interactive channel,
interactive flowcharts, and interaction strategies that are associated
with this deployment to ensure that you send the same configuration
when you deploy to the next group of servers (such as the production
servers).
If you have any new or modified flowcharts or sessions,
you have to navigate to those flowcharts or sessions and manually
mark them for deployment before deploying the rest of the channel.
If you do not, your modifications will not be included in this deployment.
Procedure
- Navigate to the deployment tab of the interactive channel
that you want to deploy.
The interactive channel deployment
tab is displayed.
- Click Deploy Interactive Channel Changes.
The Deploy Interactive Channel Changes dialog is
displayed.
- Use the Select a server group where changes
will be deployed drop-down list to specify the development,
test, or production server group on which you want to deploy.
- Enter a version name for this deployment version, such
as Portal_CustomerCheck_6 or another value
that is meaningful to you in the deployment history and other reports.
- Optionally, enter a description for this deployment that
is meaningful to you in the deployment history and other reports to
help track the decisions and purpose behind this deployment.
- Optionally, select or clear the Also deploy
current global settings check box.
This check
box is selected by default, and deploys global settings that include
learning configuration settings, offer attribute definitions, audience
level mappings, and custom macros. Because deploying these settings
might affect other interactive channels that are already deployed
in the same server group, you might want to clear this check box to
leave existing settings in server group as they already are configured.
- Confirm you have verified the prerequisites by selecting
the check boxes.
The Deploy the Changes button does not become active until you confirm all the prerequisites.
- Click Deploy the Changes.
- Enter the user name and password for the Interact user
on the runtime server and click Login to Server.
If you complete multiple deployments during the same IBM® EMM user session,
the login data for the runtime server is cached, so you do not have
to enter it again.
Also, be aware that the credentials you enter
here must be defined within HCL
Marketing Platform, even
if Windows™ Integrated Login
is enabled for your installation. Windows Integrated Login credentials are not used to authorize
deployments.
Results
The data is deployed to the selected runtime server group.
You can view the results in the Deployment History section of the
deployment tab, and with the interactive channel deployment history
report.