Install and set up the Adobe Campaign Client Console

In this video, you’ll learn how to download and install the Campaign Client Console, create and manage your connections to multiple environments, and verify access to the Campaign Client Console. The Campaign Client Console is a lightweight browser-based application. We are not limited to a single Client Console installation, meaning we can install this on both our laptop and our desktop. The Client Console uses web services APIs to connect to the campaign application server. The application server executes the workflows and renders the dynamic content and deliveries. It also accesses the database, which contains the data mart, the campaign configurations, and the system tables. Within the Client Console, we can manage our connections to multiple environments. In a typical deployment, we may have a development environment, a staging environment, and a production environment. From the Client Console, we can simply add a connection for each environment that we’re connecting to. We can connect to multiple environments simultaneously by opening multiple sessions of the Client Console. In a moment, we will talk through downloading, installing, and configuring the Campaign Client Console. To complete these steps, the following prerequisites are required. First, we need a supported Windows operating system. To get the most up-to-date list of supported Windows operating systems, consult the Adobe Campaign Compatibility Matrix. This can be found in Campaign’s online documentation. We’ll also need to access a browser connected to the internet. Additionally, we will need the URL to access the setupClient.exe of our Client Console and our login credentials provided to us for our instance of Campaign. Our URL and login credentials can be obtained from an administrator. To download the Campaign Client installer, open a browser and enter the URL you were provided to access the clientSetup.exe. Then, log in using the credentials you were provided. Note that the login username and password are both case sensitive. Once you log in, a list of supported operating systems is provided, as well as the required disk space to install the Client Console. Make sure these requirements are met before proceeding. Next, download the executable by selecting the download link. Once the download has finished, navigate to the location where the file was saved, typically in the Downloads folder. Once you find the setupClient.exe, double click it to run the installer. The setup wizard opens. Select Next to proceed. We are asked to choose an installation folder for the Client Console. I’m just going to keep this as the default location, but if you want to change that, you can select the folder icon to select your location. Select Next to continue. The Customize Installation step appears. We do not need to change anything here, so let’s just select Next to continue. The Program Group page appears. We can choose to only install the client for our own user, or keep the default to make it accessible for all users. I’m going to keep it the default. Select Next and then Finish, and the installation will begin automatically. Once the installation is done, select Finish to complete. Now let’s open the Client Console. Start by opening the Windows Start menu. A Campaign Client folder should be available. Within that folder, select the Adobe Campaign Client Console. Once we’ve opened the Client Console, we need to configure our links to the different instances of Campaign. In the top right of the Client Console is a link. We want to select this link to open the Connection dialog. The Connection dialog is where we configure the server connection settings to all our Campaign instances. Select Add in the top left of the dialog, then select Connection from the dropdown and set the name for the Campaign instance. Once you’ve finished naming the connection, hit Tab or Enter. Next, in the Connection section, enter the URL for your Campaign instance. This is essentially the instance or the URL we used earlier that points to our Campaign instance but it doesn’t have the last part of NLJSPInstall.jsp. Once complete, select OK. Next, we need to add our login credentials again. These are the same credentials used earlier to download the installer, and we can also select the Remember Password checkbox. Only use this option if you’re the only one accessing this computer for security reasons. Select Login to continue. Once we login, we’ll see the homepage. This means we successfully installed and set up your Campaign Client Console. But we still don’t know how to manage multiple connections, so let’s go back to the Login dialog. To go back to the Login page, let’s first disconnect. Select the Disconnect option in the top left to disconnect. Next, select the Server link once more and, in the Connections dialog, select Add but this time select Folder from the dropdown. Provide a name for the folder. We can use these folders to organize our multiple connections. Next, select the connection we created and drag it into the Training folder. Using this folder structure, we can create multiple links to our instances and organize them properly. To demonstrate, let’s create a new one. With the Training folder selected, select Add Connection and Create a New Connection. Typically, we can copy the URL from the previous connection because they all follow the same pattern. Note that this is not always the case. Once complete, hit Enter and we have our next connection. This completes the exercise for downloading, installing and setting up the Campaign Client Console. Thanks for watching.