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 the username and Admin123 for the password) and click Log In.

  3. From the Administrative Tools menu, select the CSAen application.

  4. Click Experience Manager.

  5. Under Rules, expand Web, then click Scrolling Media.

  6. Click the New Rule plus sign.

  7. Click Select User Segments. The Business Control Center user segments (site.storeSiteDE, site.storeSiteUS) should appear in the Add/Modify User Segments dialog box.

  8. Click Cancel in the Add/Modify User Segments dialog box.

  9. Click the X to close the cartridge editor, then click Discard to delete your changes.

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