Overview

Skill Level: Any

Prerequisites

To install the UBX Toolkit, download the toolkit file archive and install various scripts and properties files on a server in your local network environment. Update default settings and property files to suit your local network requirements.

The UBX Toolkit consists of various property files and scripts that you install in your local network environment and modify to satisfy your business requirements. The installation and configuration process proceeds as follows.

  1. Download the UBX Toolkit from IBM developerWorks as a compressed file archive.
  2. Extract the archive to a directory on a local server. Extracting the archive creates local directories that contain UBX Toolkit environment files and configuration property files.
  3. Modify UBX Toolkit environment files to reflect paths in your local environment.
  4. Register UBX endpoints in the UBX user interface, updating UBX toolkit configuration properties, and running the endpoint registration script.
  5. (Optional) Encrypt the configuration settings for enhanced security, as required by your business security policy.

Step-by-step

  1. Download the UBX toolkit

    Confirm that you have rights to access and edit files on the server where you want to install the UBX Toolkit.

    Confirm the locations of the JRE and JDBC database drivers.

    Download the UBX Toolkit files as a compressed archive and extract in a location on a server in your local network environment. The source files are available on IBM developerWorks. Go to: IBM UBX Toolkit for IBM Marketing Software

    Click the link to download either of the following binary files.

    • Windows: IBM_Universal_Behavior_Exchange_Toolkit_v1.3_Windows.zip
    • Linux or UNIX: IBM_Universal_Behavior_Exchange_Toolkit_v1.3_Unix-Linux.tar.gz

    The directory to where you download the files is referenced within the toolkit as CU_HOME.

  2. Install and configure the environment files

    1. Depending on your operating system, copy and rename <CU_HOME>\bin\example_setenv.bat or example_setenv.sh to setenv.bat or setenv.sh
    2. Modify the following variables in the setenv file:
    • JAVA_HOME: Enter the path to the JRE.
    • CU_HOME: Enter the path to the directory where you extracted the UBX Toolkit files.
    • JDBC_CLASSPATH: Enter the path to the JDBC driver for the database importer.
  3. Install the configuration properties and logback files

    Copy and rename the default example files that are provided in the conf directory.

    • Rename example_logback.xml to be logback.xml.
    • Rename example_config.properties to be config.properties.
    • Rename example_jdbc.properties to jdbc.properties.

    Note: Do not rename config.properties or jdbc.properties after you create them. The UBX Toolkit requires these default configuration files in the CU_HOME directory. If you need to create alternative configuration or data source files, you can create multiple other copies with different names and different values so that you can override the default settings, if necessary.

  4. Registering an endpoint using the UBX Toolkit

    To share event and audience data between UBX endpoints, users must register each endpoint with UBX. After initiating the endpoint registration process in the UBX UI, UBX users can acquire their authentication key in the UBX Endpoint details menu and then provide the key to the endpoint provider.
    Each time an endpoint communicates with UBX, the endpoint must submit the authentication key as the authorization bearer or URL parameter in calls to UBX APIs. Each authentication key is unique to a specific UBX account and for use by a single endpoint.

    Depending on your corporate data and network security policies, you can perform either or both of the following configurations.

    To use the UBX Toolkit to register an endpoint with UBX, you provide an endpoint-level authentication key as a value in the UBX Toolkit properties file.

    Running the UBX Toolkit endpoint registration script makes an API call that includes the authentication key so that UBX can authenticate with the endpoint provider.

    Note: To register cloud-based endpoints that are not supported by the UBX Toolkit, you can register the endpoint directly through the endpoint registration wizard.

    Procedure

    1. Log into UBX with your UBX account login credentials
    2. On the Endpoints tab, click Register new endpoint to display the endpoint registration wizard.
    3. From the list of provided endpoints, select UBX Toolkit and select Next.
    4. The endpoint appears on the Endpoints tab as Pending.
    5. On the Endpoints tab, open the endpoint details menu of your endpoint and copy and save the Endpoint Authentication Key.
    6. In the config.properties file, enter the Endpoint Authentication Key in the ubx.application.endpoint.authentication.key field.
    7. From the $CU_HOME/bin folder, run registerEndpoint.bat or registerEndpoint.sh. script.
    8. To confirm the successful endpoint registration, log in to UBX to find your endpoint listed as Active.

    Note: If you are upgrading from an earlier version of the UBX Toolkit, you will not need to complete this step as your current enpoint will still function. However, notice that the property names have changed. Update the property names and event mapping file in your UBX Toolkit installation to match the names that are provided in the latest version.

    After you have completed the UBX Toolkit and configuration process, return to the UI to select the events and audiences to which you want to subscribe. Configure an event subscription between the event source endpoint and the event destination endpoint.

  5. Modify config.properties

    Modify the content of config.properties to suit your installation. Replace the default values with values that are appropriate for your business application and requirements. 

  6. Modify jdbc.properties

    If you plan to import event data into a SQL database, modify the content of jdbc.properties to suit your installation. Configure the required parameters in this file:

    • jdbc.driver: Specify the JDBC driver class that is used by the database where you import event data. Example, if you are using a DB2 database, jdbc.driver=com.ibm.db2.jcc.DB2Driver;
    • jdbc.url: Specify the database type, database driver, host, port, database name, and schema name, if applicable. Consult your database documentation for specific instructions.

    Note: If you are using a DB2 database, you must specify the schema name, and it must be specified in uppercase characters.

    For example, if you are using a DB2 database, jdbc.url=jdbc:db2://exampleServer:<1234>/DBname:currentSchema=<SCHEMA_NAME>

    • jdbc.user: Specify the name of a database user that can automatically access, and write to, the database where you import event data.

    Note: Database users are restricted to the schemas that they have permission to write to. Moreover, the database user you specify in jdbc.user must have permission to write to the schema you specified in jdbc.url.

    For example, jdbc.user=databaseUserName

    • jdbc.password: Specify the password that is defined for a system user that can automatically access, and write to, the database where you import event data.

    Note:The password must correlate with the system user who is specified in jdbc.user.
    Example, jdbc.password=databaseUserPassword

    After you have configured the schema, and are using recognized UBX events, run the DDL the corresponds to the SQL database you use. The Toolkit includes DDL for three database types. They are:

    • camp_ubx_tab_db2.sql
    • camp_ubx_tab_ora.sql
    • camp_ubx_tab_sqlsvr.sql

    Note: If you are upgrading from a previous version of the UBX Toolkit, you must upgrade in order of succession. For example, if you are upgrading from Toolkit 1.0 then you first must upgrade to 1.2 before you can upgrade to 1.3. This is required if you intend to use recognized UBX events.

  7. Update audience producer and audience consumer endpoint ID

    In the config.properties file you must update both the ubx.audience.consumer.endpoint.id and the ubx.audience.producer.endpoint.id with your endpoint ID. The endpoint ID is returned registerEndpoint script’s log file.

    The following is an example of a log generated by the registerEndpoint script:

    2017-06-23 09:56:18,432 INFO Registered Endpoint ID: 60871
    2017-06-23 09:56:18,433 INFO Please update the configuration file with the endpoint ID for:
    Audience Producer endpoint ID=60871
    Audience Consumer endpoint ID=60871
    2017-06-23 09:56:18,433 INFO Register Endpoint script succeeded.
    2017-06-23 09:56:18,434 INFO ***** Register Endpoint script completed.

  8. Run chmod

    (Linux or UNIX only) In the bin directory, enter the command: chmod +x *.sh.

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