Admin: RPI to RPDM integration

Overview

Integration between RPI and Redpoint Data Management (RPDM) is required for several RPDM dependent features in RPI:

• Data Process Projects: functionality that supports running Data Management projects during the execution of an interaction workflow and/or interaction audience to augment RPI capabilities (e.g., couponing). Refer to the Data Process Projects section for more information.

• Channel States Import: functionality that leverages RPDM to facilitate import of channel execution fulfillment states results; mostly used in environments where high volume of results are generated. Refer to the Channel states import using RPDM section below for more information.

• Aux DB Key transfer.

A number of RPI system configuration settings (within the Environment group) are used to manage the integration between the products. To configure RPI to run RPDM jobs using the RPDM Operational API (OAPI) web service, configure the following settings:

• DataManagementCredentials: configure with the credentials for connecting to RPDM.

• DataManagementExecutionServer: if integrating with a multi-node RPDM environment, this option allows the system to designate RPI-initiated RPDM jobs to run on a specific execution server.

• DataManagementOAPIWebServiceAddress: configure with point to the base URL for the OAPI web service.

• DataManagementServerName: set to the RPDM Site Server hostname.

• DataManagementServerPort: set to the Site Server port.

Channel states import using RPDM

This section describes the setup steps necessary to configure RPI Salesforce Marketing Cloud (SFMC), SendGrid and LuxSci email, and Outbound Delivery channels to use RPDM to import fulfilment state results.

This configuration is recommended in environments where the channel is used for high-volume sending (e.g., over 100,000 per week).

Assumptions and prerequisites

• Redpoint Data Management v8.4 or v9.0+ (preferred) is already installed and running.

• If Redpoint Interaction (RPI) and Redpoint Data Management (RPDM) are running on separate servers, both servers should be in the same Windows domain.

• Application services should be running under a domain account that can access (read and write) a common network share.

• RPI needs to communicate to RPDM's execution server on the relevant TCP Port (by default, port 20410 for RPDM v8.4, and 20420 for RPDM v9.0).

• FTP location with sub root folder for LuxSci to upload the csv event files.

Configuration in RPI 

Create a shared upload directory for RPI to hand over the file ingestion to RPDM. This share should be accessible with read and write permissions to both the RPI and RPDM server.

In a multi-tenant RPI environment, create a different share or sub-directory for each tenant.

1. Set up the FTP location in the External Content Provider tab and provide the following details:

   • Hostname

   • Port Number

   • UserName

   • Password

   • Choose the appropriate protocol

   • Public URL

2. Select Load latest root folders and choose the appropriate subroot.

3. Navigate to Configuration and choose System Configuration.

4. Fill in the following parameters accordingly:

   • DataManagementServerName: set to the hostname of your RPDM server.

   • DataManagementServerPort: set to 20410 if on RPDM v8 or 20420 if on RPDM v9.

   • DataManagementUploadDirectory: set to the Windows share created above.

   • DataManagementCredentials: set to RPDM Administrator account credentials.

   • DataManagementVersionMajor: set to 8 if on RPDM v8 and 9 if on RPDM v9.

   • DataManagementDataConnection: should be set to the same name as the RPDM connection created above.

   • DataManagementExecutionServer: if execution service resides on a different server.

   • DataManagementOAPIWebServiceAddress: if using OAPI.

   • DataManagementOverrideNetworkRootDirectory: turn on if using Linux server for DM.

5. Navigate back to the Channel Configuration and configure your channel to Import via file, along with the following parameters:

   • Import table suffix: Enter a name to be used as import table; it is recommended to use different table names for each channel.

   • Select the FTP provider configured above and expand the selection to choose a subroot folder designated for LuxSci event files.

Configuration in RPDM

Import the Data Management Load.[ChannelName].EmailActivities.dlb archive into the RPDM Repository: Download the project archive onto the machine from where you launch the RPDM Client. (This can be found in \DeploymentFiles\DataManagement Macros\Channel Synch Loads from the RPI installation files).

1. Launch and log into the RPDM client.

2. Right-click on the top node of the "Repository" and choose the option "Load from archive".

3. Navigate to the location of the project archive and click "Open" to import.

4. Configure a RPDM Data connection named "RPI_MainDB", for example, to point your RPI tenant Data Warehouse. In any multi-tenant RPI environment, please create a separate data connection for each RPI tenant.