Presentation on theme: "Feature Request Process"— Presentation transcript:
1 Campaign Manager v2.9 New Features Overview Presented by: Dave Hitchins Product Manager
2 Feature Request Process Customer logs feature request with SupportSupport allocates to Product OwnerProduct Owner triages within five daysAdds comment and allocates back to Support to communicate back:Request for further detailAccept, categorise, rank and add to product back backlogAlready in developmentReject with reason e.g. Conflicts with road map, too expensive, platform compatibility etc.Feature allocated to a release by Product OwnerCustomer notified when feature is included in upcoming releasePrimary driver for new features is product vision and roadmapMoved away from Alterian days where features were sales led.
3 Feature Requests – Best Practice Include detail and backgroundWhat 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 storyChase status update if you haven't heard back from Support within two weeksBetter too much detail than too littleExample of a partner who logged a feature request on behalf of a customer who was a bank. Request accepted and shelved with low priority. Turned out it was due to a change to legislation to do with data protection and ban was breaking the law.
4 SDL Campaign Manager 2013 R1 - Enhancements Silverlight 5 supportExtended Administration areaSupport for Engine row/column securityDrill Query node for segment documentsSupport for multiple Manager accounts in CM/CA/ERI (v2.0.0)Kettle integration for post processing in file exportKettle Integration for Omni-TacticCampaign Archive ManagementCampaign seed functionality for all Channel typesERI v2.0.0 – Enhancements and support for multiple EM Accounts
5 CM 2013 R1 – Silverlight 5 Support Silverlight 5 now the pre-requisite versionSilverlight 4 no longer supportedUser will receive appropriate error messagesImproved memory management in Silverlight 5
6 CM 2013 R1 – Extended Client Administration Security – User Creation/Security/GroupsParity with the exiting Silverlight based AdminManager Account LinksSupports an EM URL per Client SiloCreation connection configuration to an account in that URLPermissions of user to the linkCampaign History Roll-OffSelect Campaign to be rolled off/purgedView Status, ID, records in HistoryUsed in conjunction with iLoader command RolloffcampaignsExternal AgentsAllows configuration of Kettle jobs/transformationGrant permissions to the jobs for each userMoving administration platform to new HTML5 and java script technology.All new admin tools created in HTML 5 – existing tools will be migrated across
7 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 need to be raised for new Engine Users.No major changes to existing Engine Security functionalityStill set up as before via AMC
8 CM 2013 R1 – Engine Row/Column security Customer AnalyticsAll 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.
9 CM 2013 R1 – Engine Row/Column security Campaign ManagerAll nodes respect the Engine Security of the logged in user.Campaign Owner governs the user id under which the campaign will execute.
10 CM 2013 R1 – Engine Row/Column security Document Management – Key PointsUser 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.
11 New Segment tool to allow “Drill Query” analysis CM 2013 R1 – Drill QueryNew Segment tool to allow “Drill Query” analysisBusiness need to reduce viewable values in a column to show only those that have a count greater than zeroAccepts Column objects as only inputAllows view of Current column based on previous criteriaInternally it operates by calculating multiple crosstabsAllows selection of Count for each “Drill-Row”Focused on visualization and train of thought analysisShows individual and running total countsDocument can beSaved as TemplateUsed as a segment node i.e. Campaign Audience, report filter
13 Support for Multiple Email Manager Accounts Previous limitation was the configuration of only a single Manager account to send s from. Many companies run multiple accounts for different activity i.e. Acquisition, Services etcAccess to the accounts is granted at a user permissions level via Extended AdminInitial “ Manager Account Link” is still set up by Deployer as before, subsequent accounts added afterwardsFor 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.Feature requested by several partners
14 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 tabs
15 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.
16 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 usersInstall/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 exportKettle script would simply perform against the fileDoes everyone know what Kettle is?Open source ETL tool – Extract, Transform, Load
17 CM 2013 R1 – File export post processing Ability to call a Pentaho Kettle job on the existing file tacticAbility to harness he power of the ETL tool to carry out post processing, rich formatting, file transfer, integration with ESP etcOn the File Tactic, a new “Agent” tab is created if there are Kettle jobs available to the user
18 CM 2013 R1 – Omni TacticBusiness need to send and report on tactics from multiple channelsA comprehensive list of new Channel Types now availableOnly visible based on having Kettle jobs configured and by user permissions to those jobsThey are basically “cloned/branded” file export tacticsThey require Kettle jobs to actually deploy via their channel
20 SDL CM 2013 R1 – Campaign History Management No History Campaign executionAbility to execute campaign that will not produce any History._TacticOutputTables are deleted after implementation of the tactic within the campaign.On by default
21 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 tablesCampaign state exists in “hidden” Engine state Tables.On completion of a campaign these may not be required.These can now be deleted by the user once campaign completed.Currently a user task only.
22 Seed functionality is available on all Tactic types CM 2013 R1 – SeedsSeed functionality is available on all Tactic typesSeeds are randomly inserted in the outputSeed functionality does not create sample dataAll values must be supplied in the seeds fileSeed file must exists in Document Store as .csv or .txtExample Seed File with possible inputsColumnsCampaign AttributesCellNameVariablesAdded after several feature requests from customers
24 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 1.0Security now linked to SDL CM Account Link admin.SDL CM 2.9 is therefore a pre-requisite.Gives support for multiple EM AccountsUse new EM API for data download.New persistence layer for configuration and scheduled jobs.
25 SDL Campaign Manager 2.9 – Operational API Designed for accessBy any of the most common development systemsInline and online DocumentationAs new methods are created the documentation is automatically updatedsite>/services/APIHelp/default.htmInline live examples of method callsAccess controlled by user tokensIf a users access is restrictedTargeted at integration of the IMS CM into the broader eco systemFetch Information from CampaignsRaise eventControl Campaign operation
26 SDL Campaign Manager 2.9 – Inbound Kettle Integrations Pentaho Kettle – ETL ToolFully functionalExtendible through the creation of pluginsScaleable and resilient – multiple threads and serversCurrent integrationsSalesforce.com – example script using existing Kettle functionalityMS Dynamics – example script using existing Kettle functionalityiLoader Plugin – Plugin built by development to facilitate easy loading of data into Engine via iLoader.Pentaho Kettle Document delivered with V2.9 – Please read
27 SDL Campaign Manager v2.9 - Introduction SDL CM released GA on Friday 3rd May 2013Documentation deliverables for CM 2.9.0SDL Campaign Manager Release NotesSDL Campaign Manager Installation and Upgrade GuideSDL Campaign Manager Administration GuideSDL Campaign Manager Architecture GuideSDL Campaign Manager Load Process and Data StructureSDL Campaign Manager API Introduction GuideModeling Functionality OverviewConfiguring Pentaho Kettle for use with SDL Campaign Manager
28 Thank you for your attention SDL Campaign Manager 2.9Thank you for your attentionAny Questions?