Adding the User Segment Credential to the Workbench

In order for user segment sharing to work, you must add a credential to the Workbench that matches the credential you specified in the OPSS configuration in CIM. To add a credential to the Workbench, you use the manage_credentials script in the /credential_store/bin directory under ToolsAndFrameworks.

To add a credential to the Workbench:

  1. In a UNIX shell or command prompt on the server that is running Guided Search with Experience Manager, navigate to the ENDECA_TOOLS_ROOT/credential_store/bin directory, for example, /usr/local/endeca/ToolsAndFrameworks/version/credential_store/bin or C:\Endeca\ToolsAndFrameworks\version\credential_store\bin.

  2. Enter one of the following commands.

    On UNIX, enter:

    ./manage_credentials.sh add --user admin --config [path to jps-config.xml] --type generic --mapName restService --key clientCredential

    For example:

    ./manage_credentials.sh add --user admin --config $ENDECA_TOOLS_ROOT/server/workspace/credential_store/jps-config.xml --type generic --mapName restService --key clientCredential

    On Windows, enter:

    manage_credentials.bat add --user admin --config [path to jps-config.xml] --type generic --mapName restService --key clientCredential

    For example:

    manage_credentials.bat add --user admin --config %ENDECA_TOOLS_ROOT%\server\workspace\credential_store\jps-config.xml --type generic --mapName restService --key clientCredential

  3. At the prompt, enter the same credential you specified during the OPSS configuraiton in CIM.

  4. Re-enter the credential to confirm the addition.

  5. Follow the instructions below to restart the ToolsAndFrameworks service.

To restart the ToolsAndFrameworks service on UNIX:

  1. In a UNIX shell, navigate to the ENDECA_TOOLS_ROOT/server/bin directory, for example, /usr/local/endeca/ToolsAndFrameworks/version/server/bin.

  2. Execute the shutdown script:

    ./shutdown.sh

  3. Execute the startup script:

    ./startup.sh

To restart the ToolsAndFrameworks service on Windows:

  1. From the Start menu, choose Administrative Tools > Services to open the Services control panel.

  2. Right-click the Endeca Tools Service and choose Restart.

To confirm that the Business Control Center user segments are appearing in Experience Manager:

  1. In a browser, navigate to http://<Workbench_host>:8006/ifcr.

  2. Enter your Workbench username and password (default is admin for both values) and click Log In.

  3. Click Experience Manager.

  4. Under Content, expand Shared, then click Auto-Suggest Panels.

  5. Click New Content.

  6. Click Select User Segments. The Business Control Center user segments (Fashionista, MenOnly, ThirtySomethings, WomenOnly, and Young) should appear in the Add/Modify User Segments dialog box.

  7. Click Cancel then click Discard to delete your changes.

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