Prerequisites for Creating a Connection

These are the prerequisites for creating an Oracle Responsys Adapter connection:

• Configure the Customer Account
• Create a Profile List
• Create a Profile Extension Table
• Create a Custom Event
• Create a Supplemental Table

Configure the Customer Account

These are the prerequisites for the customer account.

• Web Services (WSAPI) must be enabled on the customer account. Contact Oracle Support Services.

• Oracle recommends using the Custom Security Policy. No additional setup is required and the customer can use the existing web services API user credentials. If the Basic Authentication Security Policy is selected when creating the connection, you must contact Oracle support service to enable Basic authentication for Web Services on the customer account. Contact Oracle Support Services and see Configure Connection Security.

• If you are using the Oracle Responsys Adapter to trigger custom events, you must create a custom event in Oracle Responsys. See Create a Custom Event.

• A profile list, profile extension table, or supplemental table must be created for the customer account in Responsys Interact. See Create a Profile List, Create a Profile Extension Table, and Create a Supplemental Table.

• A valid Responsys REST API log in URL. This is provided by Oracle Support Services when Web Services is enabled on the customer account.

• A valid Responsys REST API user name and password. This is provided by Oracle Support Services when Web Services is enabled on the customer account.

  Note:

  Do not include these characters in the password: + (plus symbol), & (ampersand symbol), and % (percent symbol).

Create a Profile List

A profile list is required to successfully implement the Oracle Responsys Adapter. The profile list stores user information such as the contact email address, telephone number, and address.

To create a master profile list:

1. Log in to Oracle Responsys.
2. Click the menu icon in the upper left and select Data and then Manage Lists.
3. Click Create New List.
4. Enter a unique name, select the containing folder, and optionally provide a description.
5. Click Save.
6. Select one of these options:
   1. Done — the list is created with system-defined fields and no records.
   2. Change Schema — allows you to add custom-defined fields.
   3. Load from File — imports data into the list from an external source.

Create a Profile Extension Table

A profile extension table is required to successfully implement the Oracle Responsys Adapter. The profile extension table stores additional attributes that define behavioral, demographic, or profile preference characteristics of your contacts.

To create a profile extension table:

1. Log in to Oracle Responsys.
2. Click the menu icon in the upper left and select Data and then Manage Lists.
3. Select the Profile Extensions tab.
4. Click Create Profile Extension.
5. Click Table with Data to upload an existing table or click Empty Table to create a new profile extension table.
6. To create a profile extension table with an existing table:
   1. Click Upload a File.
   2. Click Browse.
   3. Browse to the location of the file, select it, and click OK.
   4. Click Next.
   5. Preview the file specifications and then click Next.
   6. Map the incoming fields to the appropriate data type.
   7. Set the record handling preferences.
   8. Select a folder and enter a name.
   9. Click Next.
7. To create a new profile extension table:
   1. Click Specify Fields.
   2. Enter the field names and the data types for each field.
   3. Add additional fields as required.
   4. Click Next.
   5. Select a folder and enter a name for the new data source.
   6. Click Create.

Create a Custom Event

You must create a custom event in Oracle Responsys if you are using the Oracle Responsys Adapter to trigger custom events.

To create a custom event:

1. Log in to Oracle Responsys with Account Administrator privileges.
2. Click the menu icon in the upper left and select Account.
3. In the Account Customization area, below the Global Settings heading, click Define custom event types.
4. Scroll to the bottom of the custom events list and then click Add New Type.
5. Complete the Custom Event Type Name, Description fields.
6. Optionally, select Include Mobile APP Channel RIIDs.
7. Click Save.

Create a Supplemental Table

A supplemental table is required if nonprofile data, such as purchase data or product information, must be transferred into Oracle Responsys using the Oracle Responsys Adapter.

To create a supplemental table:

1. Log in to Oracle Responsys.
2. Click the menu icon in the upper left and select the chain link icon (right below the home icon).
3. Select Create View/Supplemental Table.
4. Under Create Supplemental Table, select either Table with Data or Empty Table.
5. Follow the instructions to define the schema for the supplemental table and its primary key fields.
6. Enter a unique name, select the containing folder, and optionally select the column(s) as the data extraction key.
7. Click Save.