This section describes the steps required to install and configure ATG Customer Intelligence components for use with ATG Outreach. Most of these steps are described in detail in the .ATG Customer Intelligence Installation and Configuration Guide. The procedure below references sections in that guide where applicable.

Note that the ATG Outreach CIM plug-in includes a Reporting add-on that you can use to configure ATG Customer Intelligence. For more information, refer to Installing ATG Outreach in this guide. The rest of this section describes how to configure ATG Customer Intelligence manually.

  1. If you have not already done so, install ATG Customer Intelligence 9.3. Follow the instructions in the Installing ACI chapter in the ATG Customer Intelligence Installation and Configuration Guide.

  2. Follow the steps in the Configuring ACI chapter, which describes how to create the data warehouse tables, configure the servers, and configure the required data sources. For ATG Outreach, you need to complete all sections in this chapter EXCEPT Configuring an Agent Server.

    Note: For the section Creating the Data Warehouse Tables, make sure you follow the steps for creating both the ATG platform tables and the ATG Outreach tables. If you are not running ATG Commerce, you can omit the step about running the <ATG9dir>\DCS\* scripts.

  3. Follow the steps in the Importing Reports and Metadata chapter.

 
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