Manager v29 New Features Overview Presented by Dave Hitchins Product Manager Feature Request Process Customer logs feature request with Support Support allocates to Product Owner Product Owner triages within five days ID: 326126
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Slide1
Campaign
Manager v2.9
New Features Overview
Presented by: Dave Hitchins
Product Manager Slide2
Feature Request Process
Customer logs feature request with Support
Support allocates to Product Owner
Product Owner triages within five days
Adds comment and allocates back to Support to communicate back:
Request for further detail
Accept, categorise, rank and add to product back backlog
Already in development
Reject with reason e.g. Conflicts with road map, too expensive, platform compatibility etc.
Feature allocated to a release by Product Owner
Customer
notified when feature is included in upcoming release Slide3
Feature Requests – Best Practice
Include detail and background
What is the user story?
How it would benefit existing customers?
How will it help to win new customers?
Even if it has been logged before, add your own detail to the story
Chase status update if you haven't heard back from Support within two weeks Slide4
SDL Campaign Manager 2013 R1 - Enhancements
Silverlight
5
support
Extended Administration area
Support for Engine row/column
security
Drill Query node for segment documents
Support for multiple Email Manager accounts in CM/CA/ERI (v2.0.0)
Kettle integration for post processing in file export
Kettle Integration for Omni-Tactic
Campaign Archive Management
Campaign seed
functionality for all Channel
types
ERI v2.0.0 – Enhancements and support for multiple EM AccountsSlide5
CM 2013 R1
– Silverlight 5 Support
Silverlight 5 now the pre-requisite version
Silverlight 4 no longer supported
User will receive appropriate error messages
Improved memory management in Silverlight 5Slide6
CM 2013 R1 –
Extended Client Administration
Security – User Creation/Security/Groups
Parity with the exiting Silverlight based Admin
Email Manager Account Links
Supports an EM URL per Client Silo
Creation connection configuration to an account in that URL
Permissions of user to the link
Campaign History Roll-Off
Select Campaign to be rolled off/purged
View Status, ID, records in History
Used in conjunction with iLoader command
Rolloffcampaigns
External Agents
Allows configuration of Kettle jobs/transformation
Grant permissions to the jobs for each userSlide7
CM 2013 R1
– Engine Row/Column security
Extended Admin area allows association of
CMA user with Engine
user.
Login
association with CMA user allows easier
management.
Better Engine user flexibility, not restricted to SYSTEM only.
Allows CMA to use Engine User Security.
Note that CMA does create a number of “sessions” for each user, so the default connections may
n
eed to be raised for new Engine Users.
No major changes to existing Engine Security
functionality
Still
set up as before via AMCSlide8
CM 2013 R1
– Engine Row/Column security
Customer Analytics
All nodes respect the Engine Security of the “interactive” user.
All active documents will
respect the Engine Security of the logged in
user at run time.
Engineering nodes calculate “real” data based on the user, not a SYSTEM created column with security applied afterwards.
Has deletion implications as per AMS on named columns, where a user cannot delete another users column.
Scheduled Documents are run as the Document Owner.Slide9
CM 2013 R1
– Engine Row/Column security
Campaign Manager
All nodes respect the Engine Security of the logged in user.
Campaign Owner governs the user id under which the campaign will execute. Slide10
CM 2013 R1
– Engine Row/Column security
Document Management – Key Points
User cannot open documents containing columns they don’t have rights to. An error message is displayed to the user.
An error event is also logged to System Log, containing user and column in question.
Scheduled documents have a “Document Owner” that the scheduled will run under regardless of who last saved it.
It should be stressed that document management and document folder permissions are key to avoid confusion.Slide11
CM 2013 R1
– Drill Query
New Segment tool to allow “
D
rill Query” analysis
Business need to
reduce viewable values in a column to show only those that have a count greater than zero
Accepts Column objects as only input
Allows view of Current column based on previous criteria
Internally it operates by calculating multiple crosstabs
Allows selection of Count for each “Drill-Row”
Focused on visualization and train of thought analysis
Shows individual and running total counts
Document can be
Saved as Template
Used as a segment node i.e. Campaign Audience, report filterSlide12
CM 2013 R1
– Drill QuerySlide13
Support for Multiple Email
Manager
Accounts
Previous limitation was the configuration of only a single Email Manager account to send emails from. Many companies run multiple accounts for different activity i.e. Acquisition, Services etc
Access to the accounts is granted at a user permissions level via Extended Admin
Initial
“Email Manager Account Link
” is still set up by Deployer as before, subsequent accounts added afterwards
For upgrades the existing single configuration is extracted and converted to an EM Account Link (default name “Existing EM Link”) which can be edited afterwards if required.Slide14
Multiple
Email Manger
Accounts – Campaign Manager
Selection is made as the first tab of a Send a message tactic.
Example below has a choice of 4.
Selecting an account then populates the subsequent tabsSlide15
Multiple
Email
Manager Accounts – Customer Analytics
Selection of EM Account in the CA tool is also a simple drop-down selection.
After selection of the EM Account, the tool operates as before.Slide16
CM 2013 R1 –
File Tactic post processing
Ability
to call a Pentaho Kettle
job on the existing file tactic.
Kettle not a pre-requisite for install and if not used will be invisible to users
Install/configuration documentation available.
Kettle
required on the Application/Web server.
Data
transformation jobs are created within
Kettle
.
These can be configured in the HTML 5 Admin tool with access based on the existing permissions model.
If selected, the Kettle script is called by the tactic after completion of the file export
Kettle script would simply perform against the
fileSlide17
CM 2013 R1 –
File export post processing
Ability
to call a Pentaho Kettle job on
the existing file tactic
Ability to harness he power of the ETL tool to carry out post processing, rich formatting, file transfer, integration with ESP etc
On the File Tactic, a new “Agent” tab is created if there are Kettle jobs available to the userSlide18
CM 2013 R1 –
Omni Tactic
Business need to send and report on tactics from multiple channels
A comprehensive list of new Channel Types now available
Only visible based on having Kettle jobs configured and by user permissions to those jobs
They are basically “cloned/branded” file export tactics
They require Kettle jobs to actually deploy via their channelSlide19
CM
2013 R1 – Omni TacticSlide20
SDL CM 2013 R1 – Campaign History Management
No History Campaign execution
Ability to execute campaign that will not produce any History.
_TacticOutputTables are deleted after implementation of the tactic within the campaign.
On by defaultSlide21
Campaign State removal
As a Campaign runs, its recipient state exists in ‘hidden’ Engine state Tables; on completion this data may not be required.
Users are now able to easily remove these state tables Slide22
CM 2013 R1
– Seeds
Seed functionality is available on all Tactic types
Seeds are randomly inserted in the output
Seed functionality does not create sample data
All values must be supplied in the seeds file
Seed file must exists in Document Store as .csv or .txt
Example Seed File with possible inputs
Columns
Campaign Attributes
CellName
VariablesSlide23
CM 2013 R1
– SeedsSlide24
Email Response Import v2.0.0 – Status released
ERI v2.0.0 consists of 3 components.
Installer for ERI Applet to AMC.
iLoader Script-set for data engineering.
Dashboard Document Pack.
Changes from ERI 1.0
Security now linked to SDL CM Email Account Link admin.
SDL CM 2.9 is therefore a pre-requisite.
Gives support for multiple EM Accounts
Use new EM API for data download.
New persistence layer for configuration and scheduled jobs.Slide25
SDL Campaign Manager 2.9 – Operational API
Designed for access
By any of the most common development systems
Inline and online Documentation
As new methods are created the documentation is automatically updated
http://<
install site>/
services/APIHelp/default.htm
Inline live examples of method calls
Access controlled by user tokens
If a users access is restricted
Targeted at integration of the IMS CM into the broader eco system
Fetch Information from Campaigns
Raise event
Control Campaign operationSlide26
SDL Campaign Manager 2.9 – Inbound
K
ettle Integrations
Pentaho Kettle – ETL Tool
Fully functional
Extendible through the creation of plugins
Scaleable
and resilient – multiple threads and servers
Current integrations
Salesforce.com – example script using existing Kettle functionality
MS Dynamics
– example script using existing Kettle functionality
iLoader Plugin
–
Plugin built by development to facilitate easy loading of data
into Engine
via iLoader.
Pentaho Kettle Document delivered with V2.9 – Please readSlide27
SDL Campaign Manager v2.9 - Introduction
SDL CM 2.9.0 released GA on Friday 3
rd
May 2013
Documentation deliverables for CM
2.9.0
SDL Campaign Manager 2.9.0 Release
Notes
SDL
Campaign Manager 2.9.0 Installation and Upgrade
Guide
SDL Campaign Manager 2.9.0 Administration
Guide
SDL Campaign Manager Architecture
Guide
SDL Campaign Manager Load Process and Data Structure
SDL Campaign Manager 2.9.0 API Introduction
Guide
Modeling
Functionality
Overview
Configuring Pentaho Kettle for use with SDL Campaign
ManagerSlide28
SDL Campaign Manager 2.9
Thank you for your attention
Any Questions?Slide29