To configure a Create Seg process
*
The Create Seg process is intended to be used by Campaign administrators to create strategic segments. Define a Create Seg process in the Sessions area of the application, so the segments are available globally for use in all campaigns.
1.
In a session flowchart in Edit mode, drag a CreateSeg process from the palette to the flowchart workspace.
2.
Connect one or more data manipulation processes (for example, a Select process) as input to the Create Seg process.
3.
Double-click the Create Seg process.
The CreateSeg Process Configuration dialog opens.
4.
On the Define Segments tab:
a.
Select one or more source cells from the Input list. These source cells will be turned into segments.
b.
Select Create Mutually Exclusive Segments if you want to ensure that each qualifying record belongs to no more than one segment.
c.
In the Result Segments area, highlight an input cell and click Edit to configure the segment.
The Edit Segment dialog opens.
5.
In the Edit Segment dialog:
a.
Give the segment a name that describes its purpose. Provide a brief description of the segment contents (for example, what input was used to create the segment).
b.
From the Create Under list, select a folder where the segment will be stored.
c.
From the Temp Table Data Source list, select a data source in which to cache the strategic segment. Use the Ctrl key if you want to select multiple data sources.
If you prefer to store the temp tables in a binary file on the server, rather than in a user data source, do not select a data source. To deselect a temp table data source (for example, to revert to no data source selection), Ctrl+click the item again.
*
Selecting a data source is required only if the doNotCreateServerBinFile property on the Campaign|partitions|partition[n]|Server|Optimization Configuration page is set to TRUE. If this property is set to TRUE, at least one valid data source must be selected.
d.
From the Security Policy list, select a security policy, if applicable, to apply to the new segment.
e.
Click OK to return to the Define Segments tab.
6.
(Optional) Use the General tab to assign a name and descriptive note.
7.
Click OK.
The process is configured in the flowchart.
You can test run the Create Seg process, but test runs do not create strategic segments or update existing ones.
*
To create or update strategic segments, run the Create Seg process in production mode.
Copyright IBM Corporation 2015. All Rights Reserved.