Configuring integration between Unica Interact and Unica Interact Advanced Patterns

The integration between Unica Interact and Unica Interact Advanced Patterns provides enhanced pattern recognition capabilities for your Unica Interact implementation.

Before you begin

You must have fully functional installations of Unica Interact and Unica Interact Advanced Patterns before you can configure integration.

Note: Integration is supported only for Interactive Channels defined within partition1. This is important to remember if your environment has multiple partitions.

Procedure

  1. In Unica Interact Advanced Patterns, go to the Settings > Detect Settings > Server Groups page.

    This is where you create the server group that the system uses to process advanced event patterns.

    The Server Group page has four tabs in the left panel. The last tab, Server Groups, opens four additional tabs in the right panel.

  2. On the Servers tab, click Synchronize with changed Streams configuration to ensure you have an updated list of Streams servers.
  3. On the Database Connections tab, create connections to the databases that hold your run time and state history tables.

    These tables can be in the same database; in that case, you create only one connection. If your run time and state history tables are in separate databases, you create two connections.

    To create a connection, click Add and complete the fields as follows.

    Table 1. Server Groups page: Database Connections tab
    Field Description
    Name Enter a descriptive name for this database.
    Database Type Select a database type from the drop-down list of supported databases.
    Database Name Enter the name of the database as shown in your database management client. This must exactly match the name as shown in the client. Case-sensitive.
    Server Name Enter the fully qualified name or IP address of the machine that hosts the database server. For example, machine.mycompany.com.
    Port Enter the port on which the database listens. The default port for DB2 is 50000.
    User Id Enter the user name of the database account you want Unica Interact Advanced Patterns to use to access this database.
    Password, Confirm Password Enter the password for the account you entered in the User ID field.
    Tip: If a database connection error occurs, verify that the password entered in these fields is correct.
  4. On the Data Source Connectors tab, create a connector to your state history tables.
    Note: The Default TCP Connector that you see on this tab is created automatically. The system uses this connector for communication between Unica Interact and Unica Interact Advanced Patterns.

    To create a connector for your state history table, click Add, select Table Connector in the drop down list, and complete the fields as follows.

    Table 2. Server Groups page: Data Source Connectors tab
    Field Description
    Table Connector
    Name Enter a descriptive name for this table connector. It is a good practice to align this name with the name of the data file or database you will associate with the connector.
    Type Select State.
    Table Name Enter the name of the table as shown in your database management client. This must exactly match the name as shown in the client. Case-sensitive.
    Description Enter a description of the table.
    Sharable Select this check box.
  5. On the Server Groups tab, add a server group that the system will use to process your real time data.

    To create a server group, click Add and complete the fields as follows.

    Table 3. Server Groups page: Server Groups tab
    Field Description
    Properties tab
    Name Enter a descriptive name for the server group.
    Stream Instance Select a stream instance ID. See your administrator if you are not sure which one to select.
    Usage Enter Production.
    For Production Select this check box.
    Servers tab
    Fully Qualified Name Double-click in the # of Engines column to set the number of Unica Interact Advanced Patterns engines to run on this machine.
    Database tab
    Select Runtime database connection Select the run time database that you want this server group to be able to access.
    Select database connections for table connector mapping Select the database connection you created in step 3.
    Data Source Mapping tab
    List of datasources Click the name of the state table data source you created in step 3 to open a pop-up window where you can map the data source to a connector.
    Note: Do not map Outcome and Transaction data sources, as this is done automatically through the integration.
    Data Source Mapping tab: Table data source connector mapping
    Data Source name This is a read-only field that contains the name of the data source you clicked to open this window.
    Connector Select the data source connector you configured in step 4.
    Database connection Select the database connection you configured in step 3.
  6. Set configuration properties on the Settings > Configuration page as follows.
    Table 4. Configuration properties for integration
    Property Value
    Campaign | Partitions | Partition N | Interact | serverGroups | opDetectionServerGroupName Set this property to the name of the Unica Interact Advanced Patterns server group you will use for processing advanced event patterns.

    If you do not set this property, Unica Interact looks for an Unica Interact Advanced Patterns server with the same name that is specified in the Campaign | partitions | partition[n] | Interact | serverGroups | [serverGroup] | serverGroupName property.
    Campaign | Partitions | Partition N | Interact | eventPatterns | enableAdvancedPatterns Set this property to True.
    Interact | services | eventPattern | advancedPatterns | connectionTimeoutInMilliseconds Set this property to the maximum time it can take to make an HTTP connection from the Unica Interact real time environment to Unica Interact Advanced Patterns.
    Interact | services | eventPattern | advancedPatterns | readTimeoutInMilliseconds Set this property to the maximum time it can take to receive data after an HTTP connection is established between the Unica Interact real time environment and Unica Interact Advanced Patterns.
    Interact | services | eventPattern | advancedPatterns | connectionPoolSize Optionally, change the size of the HTTP connection pool for the communication between the Unica Interact real time environment and Unica Interact Advanced Patterns. The default value is 10.
    Interact | services | configurationMonitor | enable If you want to be able to enable or disable the integration without having to restart real time, set this property to True.
    Interact | services | configurationMonitor | refreshIntervalInMinutes If you set Interact | services | configurationMonitor | enable to True, set this property to the time interval for polling the value of the Interact | services | eventPattern | advancedPatterns enableAdvancedPatterns property.

    Advanced Pattern Events are now available for use in your Unica Interact installation.

  7. Decide whether you want to use the automatic reconnection feature, and set the following properties on the Settings > Configuration page accordingly. By default, this feature is turned on.
    Table 5. Configuration properties for automatic reconnection
    Property Value
    Interact | services | eventPattern | advancedPatterns | autoReconnect | enable Retain the default value of True if you want the system to reconnect automatically if connection problems occur between the Unica Interact real time environment and Unica Interact Advanced Patterns.
    Interact | services | eventPattern | advancedPatterns | autoReconnect | durationInMinutes Set this property to the time interval during which you want the system to evaluate repeated connection problems occurring between the Unica Interact real time environment and Unica Interact Advanced Patterns. The default interval is 10 minutes.
    Interact | services | eventPattern | advancedPatterns | autoReconnect | numberOfFailuresBeforeDisconnect Set this property to the number of connection failures allowed during the specified time period before the system automatically disconnects from Unica Interact Advanced Patterns.
    Interact | services | eventPattern | advancedPatterns | autoReconnect | consecutiveFailuresBeforeDisconnect Retain the default value of True if you want the automatic reconnection feature to evaluate only consecutive failures of the connection between the Unica Interact real time environment with Unica Interact Advanced Patterns. If you set this value to False, all failures within the specified time interval are evaluated.
    Interact | services | eventPattern | advancedPatterns | autoReconnect | sleepBeforeReconnectDurationInMinutes The system waits the number of minutes specified in this property before reconnecting after the system disconnects due to repeated failures as specified in the other properties in this category. The default value is 5 minutes.
    Interact | services | eventPattern | advancedPatterns | autoReconnect | sendNotificationAfterDisconnect This property determines whether the system sends an email notification when a connection failure occurs. The notification message includes the Unica Interact real time instance name for which failure occurred and the amount of time before reconnection occurs, as specified in sleepBeforeReconnectDurationInMinutes. The default value is True, which means that notifications are sent.

Results

The integration is complete, and you can now use the advanced patterns. Here is an overview of your next steps.

  • In an Unica Interact interactive channel, define events and add Event Patterns that use these events.
  • Create a Unica Campaign flowchart with a segment to capture customer IDs associated with the events, and mark for deployment.
  • In the Unica Interact interactive channel, define an interaction strategy and mark for deployment.
  • Deploy your interactive channel.

There is a video that provides information about post-integration procedures. To view it, see the Video tab in the list of Unica Interact documentation on the Support Portal, or click the Help > Product Documentation link in the Unica Interact user interface.