Step: Create the Interact system users

Interact requires you to configure two sets of users, runtime environment users and design environment users.

Runtime environment users are IBM® user accounts configured to work with the Interact runtime servers. This user is required to send Interact configuration data from the design environment to the runtime environment and when using JMX monitoring with the JMXMP protocol.

Design environment users are Campaign users. Configure the security for the various members of your design team as described in the Campaign Administrator’s Guide.

Runtime environment user

The Interact runtime user account must be an internal user account.

The person who sends Interact configuration data from the design environment to the runtime environment must log in as a IBM® EMM user. This internal user account must exist in the instance of the Marketing Platform that the Interact runtime server is dependent on.

All Interact servers belonging to the same server group must share the same user credentials for runtime deployment. If you have separate Marketing Platform instances for each Interact server, you must create an account with the same user login name and password on each.

If you enable security for JMX monitoring with the JMXMP protocol, you may need a separate user for JMX monitoring security.

Design environment users

You configure Interact design environment users in the same way you configure Campaign users, as described in the Campaign Administrator's Guide.

You should configure a Interact design environment user to have all the permissions of a Campaign user to edit flowcharts and the permissions listed in the following table.

For any Campaign user who has permission to edit interactive flowcharts, you must store data source credentials for the Interact test run tables in their account.

Category

Permissions

Campaigns

View Campaign Interaction Strategies — Ability to see but not edit interaction strategy tabs in a campaign.

Edit Campaign Interaction Strategies — Ability to make changes to interaction strategy tabs, including treatment rules.

Delete Campaign Interaction Strategies — Ability to remove interaction strategy tabs from campaigns. Deletion of an interaction strategy tab is restricted if the interactive channel to which it has been assigned has been deployed.

Add Campaign Interaction Strategies — Ability to create new interaction strategy tabs in a campaign.

Initiate Campaign Interaction Strategy Deployments — Ability to mark an interaction strategy tab for deployment or undeployment.

Interactive Channels

Deploy Interactive Channels — Ability to deploy an interactive channel to Interact runtime environments.

Edit Interactive Channels — Ability to make changes to interactive channels.

Delete Interactive Channels — Ability to remove interactive channels. Deletion of interactive channels is restricted if the interactive channel has been deployed.

View Interactive Channels — Ability to see but not edit interactive channels.

Add Interactive Channels — Ability to create new interactive channels.

View Interactive Channel Reports — Ability to see the analysis tab of the interactive channel.

Add Interactive Channel Child Objects — Ability to add interaction points, zones, events, and categories.

Sessions

View Interactive Flowcharts — Ability to see an interactive flowchart in a session.

Add Interactive Flowcharts — Ability to create new interactive flowcharts in a session.

Edit Interactive Flowcharts — Ability to make changes to interactive flowcharts.

Delete Interactive Flowcharts — Ability to remove interactive flowcharts. Deletion of interactive flowcharts is restricted if the interactive channel to which this interactive flowchart is assigned has been deployed.

Copy Interactive Flowcharts — Ability to copy interactive flowcharts.

Test Run Interactive Flowcharts — Ability to initiate a test run of an interactive flowchart.

Review Interactive Flowcharts — Ability to see an interactive flowchart and open processes to view settings, but unable to make changes.

Deploy Interactive Flowcharts — Ability to mark an interactive flowcharts for deployment or undeployment.

If you have Interact installed and configured, the following additional options are available for the default Global Policy and new policies. Remember that some Interact users also require some Campaign permissions such as Custom Macros.