Configuration process checklist (automatic generation of data filters)
Configuring data filters using the automatic generation method is a multi-step process. The following procedure provides an overview of the process, which is described in detail elsewhere in this guide.
1.
Plan your data filter criteria (automatic generation)
Decide what customer data you want to secure.
2.
Obtain the JDBC driver for your database
Obtain the Type 4 JDBC driver that provides connectivity to the database containing the table on which you want to base your data filters.
3.
Obtain required information (automatic generation)
Gather the required database information, and, if you plan to use the data filters with an application in the
Campaign
family, the
Campaign
-related information.
4.
Create the XML to specify data filters (automatic generation)
Create the XML file that specified the customer data used as criteria in each data filter.
5.
Populate the data filter system tables
Run the
datafilteringScriptToool
utility, which uses your XML to populate the
Marketing Platform
system tables that are used for data filters.
6.
Assign users and groups to data filters
Use the
IBM
®
EMM
data filter user interface to perform searches for users, groups, and data filters and then select items from the search results and assign them.
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