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Guidelines for Testing the Marketing Module in an Integrated Environment

To deploy the Marketing module for segmentation and list generation, you must install, configure, and test your integrated environment.

• Installation. You must install the following products:
  • Siebel Analytics Web Server and Siebel Analytics Server. For more information, see Oracle Business Intelligence Platform Installation and Configuration Guide.
  • Siebel Enterprise Server. For more information, see Siebel Installation Guide for the operating system you are using.
• Configuration. After installing, you must configure segmentation metadata, list export metadata, and create example list formats. For information about configuring segmentation and list export metadata, see the chapter about Marketing metadata in Siebel Analytics Server Administration Guide.
• Testing:
  • After installing the Marketing application and Marketing module, conduct a system test to verify that all components are correctly activated.
  • After you install and configure Siebel Marketing and create segmentation metadata, test campaign load.

This section contains guidelines that help you test a Marketing integrated environment.

To test the Symbolic URL integration

1. In Siebel Marketing, click the Segments screen tab.
2. In the Segments screen, click the Segment Designer link.

   If the Segment Designer page does not appear, perform Step 5.

3. In the Segments screen, click the Segment Tree Designer link.

   If the Segment Tree Designer page does not appear, perform Step 5.

4. Navigate to Administration - Marketing screen > List Formats.

   If the List Format Designer page does not appear, perform Step 5.

5. If any of the previous steps do not obtain the specified results or you receive an error, return to Administration - Integration > WI Symbolic URL List and check the Host Administration settings.

To test the Web Services integration

1. In Siebel Marketing, click the Segments screen tab.
2. In the Segments screen, click the Segment Designer link.
3. In the Segment Designer, create a test segment and save the segment in the Web Catalog.

   For more information about creating segments, see Siebel Marketing User Guide.

4. Navigate to the Campaign screen and perform the following steps:
   1. In the My Campaigns list, click New.
   2. In the record, enter a campaign name, and save the record.
   3. Click the Campaign name and click the Design view tab.
5. In the Design view, perform the following steps:
   1. Click the Segments/Lists link.
   2. In the Segments/Lists list, click Add Segment.
   3. In the Previously Used Segments dialog box, click Choose a new Segment.
   4. In the next Previously Used Segments dialog box, click the Folder Location select button to display the following folders in the Siebel Analytics Web Catalog:
      • Your user name
      • Shared
6. If you receive an error, perform the following steps:
   1. Navigate to Administration - Marketing screen > Servers view.
   2. Verify the following values:
      • The Marketing Server definition has the correct Authentication user and password
      • All three Web services have the correct Analytics Web Server name in the address

To test navigation links to the Segment Designer page

1. Navigate to the Campaigns screen.
2. In the My Campaigns list, click the name of your test campaign.
3. In the Campaign Details form, click the Design view tab.
4. In the Design view, click the Segments/Lists link.
5. Add a segment to associate it with a campaign.
6. Click the name of the segment.

   The Segment Designer appears with your segment open for editing.

7. If you receive an error, verify the following:
   1. Navigate to Administration - Marketing screen > Servers and verify that the Marketing Server definition has three parameters for the navigation views.
   2. Log in to an Analytics URL directly, and verify that the segment request exists and can be opened successfully.

To test the campaign load

1. In Siebel Marketing, click the Segments screen tab and perform the following steps:
   1. In the Segments screen, click the Segment Designer link.
   2. In the Segment Designer, create a test segment and save the segment in the Web Catalog.

      For more information about creating segments, see Siebel Marketing User Guide.

   3. Click the Advanced Options tab and verify that a valid Campaign Load List Format is associated with the segment.
2. Navigate to the Campaign screen and create a test campaign by performing the following steps:
   1. In the My Campaigns list, click New.
   2. In the record, enter a campaign name, and save the record.
   3. Click the Campaign name and click the Design view tab.
3. In the Design tab, perform the following steps:
   1. Click the Offers link.
   2. In the Offers list, click New.
   3. In the Add Offer dialog box, choose a test offer and click OK.
   4. In the Treatments list at the bottom of the view, click New.
   5. In the Pick Treatment list, choose a test treatment.
4. In the Design view, perform the following steps:
   1. Click the Segments/Lists link.
   2. In the Segments/Lists list, click Add Segment.
   3. In the Previously Used Segments dialog box, click Choose a new Segment.
   4. Locate and select your test segment.
5. Click OK twice to associate the segment with the campaign.

   In the Allocation matrix, a check box appears for each treatment you associated in Step 3.

   1. Check the check box.
   2. Click Save.
6. In the Campaign form, click Menu and choose Load Campaign.
7. In the Load Campaign dialog box, click OK to submit the load request.
8. Click the Execute view tab and select the System Tasks link.
9. In the System Tasks list, verify that the campaign loads successfully.