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Redpoint Interaction v6.x Documentation

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Main

Welcome to RPI!

Redpoint Interaction End of Life Guide

News

New RPI v6.7 space

Glossary
Copyright information

Release notes

RPI v6.7 release notes

Reference guide

Introduction

RPI application framework

Signing in
Automatic client application updates

RPI interface

Main header
Quick Access menu
Main tab set
Designers
Main toolbox
Folder search

Functional permissions
Keyboard shortcuts
Main home page
About Redpoint Interaction
Product updates

The RPI File System and the File System Dialog

Folders treeview
Files/folders list
Folder permissions
Folder actions

File actions

File information dialog

File versions
Information panel
Additional file system options
External content providers and the file system dialog

File properties
Choose Database Item dialog
Choose/Specify Database Values dialogs
Attribute Placeholders dialog
Follow/unfollow file
Pulses
Errors and warnings

Preferences

Preferences tab set

Audit

Other audits

Lights-Out Alerting
Connectivity Loss
RPI Server Website
File Output Directory

My Jobs

My Jobs toolbar
Getting started with My Jobs
My Jobs List
Showing Jobs Related To
Job types

Redpoint Interaction Realtime

Using RPI Realtime
Building Up Visitor Profiles
Making Realtime Decisions
RPI Web Forms
RPI Web Events
RPI Realtime and the Data Warehouse
Writing Realtime Data to Files
RPI Realtime Authentication
RPI Realtime Architecture
RPI Realtime Audit

Configuration

Configuration workbench

Configuration workbench toolbar
Configuration workbench toolbox
Configuration workbench workspace

Configuring attribute lists

Attribute lists

Attribute list tabs

Configuring audience definitions

Audience definition actions

Details tab
Metadata tab

Training sets tab

Configuring audience snapshots

Getting started with audience snapshots
Audience snapshot actions

Configuring cached attribute lists

Getting started with cached attribute lists
Cached attribute list actions

Configuring the catalog

Select Database section
Database treeview
Catalog details
Selected Item Details
Catalog toolbar actions

Configuring channels

Getting started with channels
Channels: General tab

Channel specific tab

Post execution tab
Web Adapters tab
Custom State Flow tab
Advanced tab
Channel actions

Configuring customer views

Getting started with customer views
Customer view actions

Configuring Data Process Projects

Getting started with Data Process Projects
Data Process Projects actions

Configuring Database Keys

Database Key actions

Configuring External Content Providers

Getting started with External Content Providers
External Content Provider actions

Configuring File Type Approval

Getting started with the File Types Grid

Configuring FTP Locations

Getting started with FTP Locations
FTP Location actions

Configuring Joins

Getting started with Joins
Join actions

Configuring NoSQL DB Collection Definitions

Getting started with NoSQL DB Collection Definitions
NoSQL DB Collection Definition actions

Configuring NoSQL DB Offer History Definitions

Getting started with NoSQL DB Offer History Definitions
NoSQL DB Offer History Definition actions

Configuring the Organization

Getting started with the Organization
Organization actions

Configuring Queue Providers

Getting started with Queue Providers
Queue Provider actions

Configuring Resolution Levels

Getting started with Resolution Levels
Resolution Level actions

Configuring Seeds

Getting started with Seeds
Seed actions

Configuring SQL Database Definitions

Getting started with SQL Database Definitions
SQL Database Definition actions

Configuring State Flows

Getting started with State Flows
State Flow actions

Configuring System Configuration Settings

Getting started with System Configuration Settings

Group: Data Intake
Group: Database
Group: Environment
Group: Personalization
Group: Web

System Configuration setting actions

Configuring User Groups

Getting started with User Groups
User Group actions

Configuring Users

User actions

Configuring Value Lists

Getting started with Value Lists
Value List actions

Configuring Web Adapters

Getting started with Web Adapters
Web Adapter actions

Configuring Web Publish Sites

Getting started with Web Publish Sites
Web Publish Site actions

The Configuration Workbench and NoSQL Databases
Appendix A – Facebook Error Codes

Attributes

Attribute type
Target Table
Accessing Attributes
Creating Attributes

Getting started with the Attribute Builder

Exists in table attribute properties
Database column attribute properties
Flag attribute properties
Aggregation attribute properties
Function attribute properties
Banding attribute properties
Map item attribute properties
SQL expression attribute properties
Model project attribute properties
Parameter attribute properties

Managing attribute values
Automatic Attribute Cataloging

Rule Designer

Getting started with the Rule Designer
Expanded Rule/Panel - Common Features
Collapsed Rule/Panel - Common Features
Side-by-Side View and Compact Font
Selection Rule Export
Data Viewer
Waterfall Counts Window
Selection Rule Insights
Placeholder Attributes
Generated SQL Dialog
Selection Rule Review Window
Pop Out/Snap Back

Standard Selection Rules

Getting started with Standard Selection Rules: Expanded mode
Standard Selection Rule criteria

Criterion Builder

Compare to Constant
Perform String Search
Compare to List
Compare criterion
Exists in a List or Map
Tuple Data Type Support
Linked and Embed Selection Rules

Criteria Lists
Collapsed Mode
Selection Rule Warnings
Custom SQL Expressions
Clustered Audiences
Cassandra Limitations

Basic Selection Rules

Getting started with Basic Selection Rules: Expanded mode
Getting started with Basic Selection Rules: Collapsed mode

No SQL Selection Rules

Getting started with NoSQL selection rules: Expanded mode
Getting started with NoSQL Selection Rules: Collapsed mode
Restrictions when using Google Datastore

Analysis Panels

Analysis Panel: Chart
Analysis Panel: Crosstab
Analysis Panel: Pivot Table
Analysis Panel: Venn Diagram
Analysis Panel: Word Cloud

Realtime Decisions

Getting started with Realtime Decisions: Expanded mode

Realtime Decision Types

Attribute List Realtime Decision
Database Realtime Decision
Facebook Realtime Decision
JSON Realtime Decision
Custom JSON Realtime Decision
Model Score Realtime Decision
Orchestration Realtime Decision
Smart Asset Realtime Decision
Offer Decision Criteria Realtime Decision
Selection Rule Realtime Decision
Message History Decision Criteria

Web Realtime Decision

Date and Time Decision Criteria
Geolocation Decision Criteria
Geolocation Decision Criteria: Weather
Event Decision Criteria
Geolocation Decision Criteria: Drivetime
Geolocation Decision Criteria: Geofence
Tracking Decision Criteria

Decision Scorecard

Model Project Designer

Getting started with the Model Project Designer

Audience Designer

Getting started with the Audience Designer
Audience Designer actions

Audience Blocks

Filter block
Suppressions block
Split block
Data Process block
Model Scoring block
Audience block
Cell List block
Block actions

Segment Summary
Audience Insights
Creating an Audience Snapshot
Testing an Audience
The Audience Designer and NoSQL Databases

Cell List Designer

Introducing the Cell List Designer
Getting started with the Cell List Designer
Options tab
Dimensions & Cells tab

Content Editor

Content Editor toolbar

Content Editor: Home tab

Content Editor: Insert tab

Facebook Social Plugin components

Content Editor: Layout tab
Content Editor dialogs

Rich Text Content
HTML Content
Edit Image dialog
Edit Date/Time Attribute dialog
Edit Decimal Attribute dialog
Edit [Other] Attribute dialog
Plain Text content
Spell Check

Asset Designer

Getting started with the Asset Designer
Content Panel: Text Asset
Content Panel: HTML Asset
Content Panel: Image Asset

Content Panel: Web Form Asset

Content Panel: Toolbar
Content Panel: Layout tab
Content Panel: Options tab
Content Panel: Web Form Styles
Web Form Styles

Smart Asset Designer

Getting started with the Smart Asset Designer

Smart Asset Designer - Control Panel

Attribute Smart Asset
Audience Smart Asset
Rule Smart Asset
Model Smart Asset
Configure Content and Applicability section
Recommendation Smart Asset
Goal Smart Asset
Tag Smart Asset
Table Smart Asset
Advanced Smart Asset

Publish Options
Realtime API Scripts
History
Smart Asset utilization

Offer Designer

Getting started with the Offer Designer
Offer Designer: Workspace
Offer Designer: Offers
Offer Designer: Data Extract

Offer Designer: Email

Toolbar buttons
Email Tab set
Page Layout section
HTML Content Editor
Text Email Content Tab
Using additional elements in an email offer
Email actions

Offer Designer: Outbound Delivery
Salesforce Marketing Cloud (SFMC) Email Data Transfer
Offer Designer: SMS
Offer Designer: Facebook
Offer Designer: Facebook Audience
Offer Designer: Twitter
Offer Designer: Twitter Direct
Offer Designer: LinkedIn
Offer Designer: Salesforce.com
Offer Designer: Microsoft Dynamics CRM
Offer Designer: Youtube
Push Notification
Push Direct Notification
Offer Designer: RSS
Offer Designer: LiveRamp
Offer Designer: Twitter Tailored Audience
Offer Designer: Realtime Cache
Offer Designer: Google Ads Customer Match
The Offer Designer and NoSQL Databases

Export Template Designer

Getting started with the Export Template Designer
Export Template Designer tab set
The Export Template Designer and NoSQL Database

Interaction Designer

Getting started with the Interaction Designer
Interaction Designer: Toolbar
Interaction Designer: Name
Interaction Designer: Interaction Validation
Interaction Designer: Toolbox
Interaction Designer: Workspace
Interaction Designer: Interaction Template
Interaction Designer: Workflows
Interaction Designer: Activities
Interaction Designer: Triggers
Interaction Designer: Builder
Interaction Designer: Note
Interaction Designer: Queue Listener
Interaction Designer: Queue Activity
Interaction Designer: Batch Audience
Interaction Designer: Interactive Activity
Interaction Designer: Subscription Group Activity
Interaction Designer: Data Process Activity
Interaction Designer: Data Transfer Activity
Interaction Designer: Delay
Interaction Designer: Wait for Event
Interaction Designer: Broadcast
Interaction Designer: Control
Interaction Designer: Export
Interaction Designer: Offer
Interaction Designer: Decision Offer

Interaction Designer: Interaction Execution

Interaction Execution: Activity Executions

The Interaction Designer and NoSQL Databases

Data Connectors

Getting started with Data Connectors
Data Connectors List

Subscription Group Designer

Getting started with the Subscription Group Designer

Interactions Report

Getting started with the Interactions Report

Interaction Triggers Report

Getting started with the Interaction Triggers Report

Results Window

Getting started with the Results Window

Results Window: Activity Details

Activity Details Results

Audience Waterfall Report
Dynamic Content Results dialog

Workflow Instance Viewer

Getting started with the Workflow Instance Viewer

Audience Instance Viewer

Getting started with the Audience Instance Viewer

Data Project Designer

Getting started with the Data Project Designer
Definition and Execution Overview

Definition Tab

Definition Tab – Acquisition Panel
Definition Tab – File Analysis Panel
Definition Tab – Field Analysis Panel

Execution Tab
History Tab
Preview Dialog
Data Project Processing
Data Project Designer: Audit

Landing Page Designer

Getting started with the Landing Page Designer
Landing Page Designer: Toolbar
Landing Page Designer: Page Layout section
Landing Page Designer: Content Editor section
Landing Page Designer: Page Preview
Smart Assets in Landing Pages

Realtime Layouts

Getting started with Realtime Layout
Manage Realtime Layouts overlay

Realtime Details

Getting Started with Realtime Details
Charts

Published Content Report
Realtime Report
Single Customer View
File Approval

Dashboards

Getting Started with Dashboards
Widgets

Configuration Overlay

Configuration Overlay – Channel Overview Widget
Configuration Overlay – Chart Widget
Configuration Overlay – Count Results Widget
Configuration Overlay – File Approval Widget
Configuration Overlay – File Type Widget
Configuration Overlay – News Reader Widget
Configuration Overlay – Pulses Widget
Configuration Overlay – Tasks Widget
Configuration Overlay – Time and Weather Widget
Configuration Overlay – Twitter Feed Widget

Header
Dashboard Viewer

Display Mode

Display Mode – Channel Overview Widget
Display Mode – Chart Widget
Display Mode – Count Results Widget
Display Mode – File Approval Widget
Display Mode – File Type Widget
Display Mode – News Reader Widget
Display Mode – Pulses Widget
Display Mode – Tasks Widget
Display Mode – Time and Weather Widget
Display Mode – Twitter Feed Widget

Sharing Widget Content as a Pulse

Wiki
Reporting Hub

Operations Interface

Getting Started with the Operations Interface
System Health Tab
System Tasks Tab
Audience Snapshots Tab
Execution Services Tab
Server & Client Log Tab
Workflow Summaries Tab
Workflow Instances Tab
Audience Instances Tab
Query Trace Log Tab
Housekeeping Tab
Approval Summary
Audit Log Tab
The Operations Interface and NoSQL Databases

Admin guide

Admin: Introduction

Admin: Key concepts
Admin: Deployment scenarios
Admin: Server Workbench
Admin: Getting Help

Admin: Installation
Admin: Database Preparation
Admin: Client Machine Requirements

Admin: Installing the Core

Admin: Creating a Cluster
Admin: Install Core & Local Node Section
Admin: Configure Sub-interface
Admin: Pre-Install Checklist Sub-interface
Admin: Install Sub-interface
Admin: Post-Install Validation
Admin: Closing Prior to Completion

Admin: Installing Roles
Admin: Uninstalling Roles
Admin: Cluster
Admin: Installing and Adding a Local Node

Admin: Upgrade

Admin: Maintenance Mode
Admin: Performing an Upgrade
Admin: Pre-requirements for upgrading to RPI v6.6.1 or higher
Admin: RPI 6.6.4 Pre- and Post-patch steps for VisitorID > 36 characters fix (SQLServer / PostgreSQL)

Admin: Validation
Admin: Working with Roles

Admin: Clients

Admin: Assign Users
Admin: Assign Groups
Admin: Installing a Client

Admin: Users
Admin: Plugins
Admin: Configuration
Admin: Queue Providers
Admin: Realtime Profiles

Admin: Execution Services

Admin: Capture mPulse events when callback service fails

Admin: Server Log
Admin: Log
Admin: Uninstallation
Admin: Deployment Scripts
Admin: RPI Client Application
Admin: Operations
Admin: RPI Realtime
Admin: Upgrading RPI Realtime
Admin: About the Redpoint JavaScript Realtime Web Client
Admin: Realtime Status Endpoints
Admin: Queue Setup
Admin: Web Events Setup
Admin: Web Forms Setup
Admin: Realtime Cache Setup
Admin: RPI and RPDM Integration
Admin: Data Intake Setup
Admin: Active Directory Setup
Admin: RPI - AML Setup
Admin: OpenID Connect
Admin: Queue Listener Setup
Admin: Azure KeyVault
Admin: Load Balancer Setup
Admin: Scheduler Rules
Admin: Client Migration Scripts
Admin: Database-Specific Configuration Settings
Admin: Troubleshooting
Admin: How to…
Admin: System Maintenance
Admin: RPI Integration API Installation

Admin: Appendix A - Database Preparation

Admin: Apache Hive Configuration
Admin: Apache Spark Configuration
Admin: MongoDB (SQL) Configuration
Admin: AWS Redshift Configuration
Admin: Greenplum/PostgreSQL Configuration
Admin: Splice Machine Configuration
Admin: Actian VectorH Configuration
Admin: DB2 Configuration
Admin: Netezza Configuration
Admin: Vertica Configuration
Admin: MarkLogic DB Configuration
Admin: Oracle Configuration
Admin: MariaDB Configuration
Admin: SAP HANA Configuration
Admin: Google BigQuery Configuration
Admin: CosmosDB Configuration
Admin: Apache Cassandra Configuration
Admin: Amazon Athena Configuration
Admin: Presto Configuration
Admin: Google Spanner Configuration
Admin: Google Bigtable Configuration

Admin: Snowflake Configuration

Admin: Snowflake .NET Driver Logging

Admin: Google Datastore Configuration
Admin: MapR/Apache Drill DB Configuration
Admin: Amazon DocumentDB Configuration
Admin: Azure SQL Managed Identity Configuration
Admin: Database Plugins - Yellowbrick "Add Distribution type" configuration setting

Admin: Appendix B – External Plugin Services Setup
Admin: Appendix C - Database Plugins Required Permissions

Supported connectors

Connector deprecation plan

External configuration

Push notifications

Windows Azure/Azure Push Direct Notification Hub
Push Notification for Windows Phone
Push Notification for Android Phone
Push Notification for iOS Phone
Google Firebase
Airship Push Direct Notification Configuration
Amazon Pinpoint Push Notification

Social configuration

Configure Facebook
Configure LinkedIn
Configure Twitter
Configure YouTube
Configure Google Ads Customer Match
Configure Yahoo! Japan – Data Onboarding

CRM configuration

Microsoft Dynamics 365 configuration
Salesforce.com configuration

Email service provider configuration

Data Management Email Results Mechanism
Amazon Pinpoint Email configuration
CheetahMail Account configuration
SendGrid Account configuration
Acoustic Account configuration
Instiller Account configuration
SparkPost Account configuration
Responsys Account configuration
Salesforce Marketing Cloud (SFMC) Email Account configuration
DotDigital Account configuration
Listrak Account configuration
Mailchimp Account configuration
Cordial Account configuration
LuxSci Account configuration
Paubox Account configuration
Amazon Simple Email Service (SES) account configuration

SMS Provider configuration

Amazon Pinpoint SMS configuration
Twilio Account configuration
Vibes Account configuration

External Content Provider configuration

Drupal configuration
Umbraco configuration
Google Drive configuration
Microsoft OneDrive configuration
Concrete5 configuration
Magento configuration
Razuna configuration
Azure Storage configuration
WebDAV configuration
Box configuration
Amazon AWS S3 configuration
Google Cloud Storage configuration
SharePoint Online configuration
Cloudinary configuration
Contentful configuration

RSS configuration

Web Adapter Provider configuration

Kissmetrics configuration
Bitly configuration
Rebrandly configuration

Queue Provider configuration

Apache ActiveMQ configuration
Azure Service Bus configuration
Azure Event Hubs configuration
RabbitMQ configuration
Google Pub/Sub configuration
Kafka - AWS configuration

Cache configuration

Azure Redis Cache configuration
Amazon DynamoDB Accelerator (DAX) configuration
Alachisoft NCache configuration
Azure CosmosDB as a Cache configuration

Survey Provider configuration

SurveyMonkey configuration
Alchemer configuration
Reddit configuration

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CRM configuration

This section provides details about configuring CRM providers:

Microsoft Dynamics 365 configuration
Salesforce.com configuration

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