Integrate Dynamic Media Viewers with Adobe Analytics and Experience Platform Tags integrating-dynamic-media-viewers-with-adobe-analytics-and-adobe-launch
What is Dynamic Media Viewers integration with Adobe Analytics and Experience Platform Tags? what-is-dynamic-media-viewers-integration-with-adobe-analytics-and-adobe-launch
Dynamic Media Viewers extension for Experience Platform Tags and Dynamic Media Viewers 5.13, lets Adobe Analytics and Experience Platform Tags customers use events and data specific for Dynamic Media Viewers in their Experience Platform Tags configuration.
This integration means that you can track usage of Dynamic Media Viewers on your website with Adobe Analytics. At the same time, you can use the events and data exposed by the viewers with any other Experience Platform Tags extension that comes from Adobe or a third-party.
To learn more about Adobe extensions or third-party extensions, see Adobe extensions in the Experience Platform Tags User Guide.
This topic is intended for the following: Site administrators, Developers on the Adobe Experience Manager program, and people in Operations.
Limitations of the integration limitations-of-the-integration
- Experience Platform Tags integration for Dynamic Media viewers does not work in the Experience Manager author node. You cannot see any tracking from a WCM page until it is published.
- Experience Platform Tags integration for Dynamic Media viewers is not supported for “pop-up” operation mode, where the viewer URL is obtained using the “URL” button on Asset Details page.
- Experience Platform Tags integration cannot be used simultaneously with legacy viewers Analytics integration (by way of the
config2=
parameter). - Support for video tracking is limited to core playback tracking only, as described in Tracking Overview. In particular, QoS, Ads, Chapter/Segments, or Errors tracking is not supported.
- Storage Duration configuration for Data Elements is not supported for Data Elements using the Dynamic Media Viewers extension. Storage Duration must be set to None.
Use cases for the integration use-cases-for-the-integration
The primary use case for the integration with Experience Platform Tags is customers who use both Experience Manager Assets and Experience Manager Sites. In such scenarios, you can set up a standard integration between your Experience Manager author node and Experience Platform Tags, then associate your Sites instance with the Experience Platform Tags property. After that, any Dynamic Media WCM component added to a Sites page will track data and events from viewers.
See Track Dynamic Media viewers in Experience Manager Sites.
A secondary use case that the integration supports are those customers who use Experience Manager Assets only, or Dynamic Media Classic. In such cases, you obtain the embed code for your viewer and add it to the website page. Then, get the Experience Platform Tags library production URL from Experience Platform Tags and manually add it to the web page code.
See Track Dynamic Media viewers using embed code.
How data and event tracking works in the integration how-data-and-event-tracking-works-in-the-integration
The integration takes advantage of two separate and independent types of Dynamic Media Viewers tracking: Adobe Analytics and Adobe Analytics for Audio and Video.
About tracking using Adobe Analytics about-tracking-using-adobe-analytics
Adobe Analytics lets you track actions that are performed by the user when they interact with Dynamic Media Viewers on your website. Adobe Analytics also lets you track viewer-specific data. For example, you can track and record view load events along with the asset name, any zoom actions that occurred, and video play actions.
In Experience Platform Tags, the concepts of Data Elements and Rules work together to enable Adobe Analytics tracking.
About Data Elements in Experience Platform Tags about-data-elements-in-adobe-launch
A Data Element in Experience Platform Tags is a named property whose value is either statically defined, or dynamically calculated based on the state of a web page or Dynamic Media Viewers data.
Options that are available for a Data Element definition depend on the list of Extensions that are installed in the Experience Platform Tags Property. The “Core” extension is preinstalled and is available out of the box in any configuration. This “Core” extension allows to define a Data Element which value comes from cookie, JavaScript code, query string, and many other sources.
For Adobe Analytics tracking several other extensions must be installed, as described in Installation and setup of extensions. Dynamic Media Viewers extension adds an ability to define a Data Element which value is an argument of the Dynamic Viewer event. For example, it is possible to reference the viewer type, or asset name reported by the viewer on load, the zoom level reported when end-user zooms and much more.
Dynamic Media Viewer extension automatically keeps the values of its Data Elements up to date.
After you have defined it, a Data Element can be used in other places of Experience Platform Tags UI, using Data Element picker widget. In particular, Data Elements defined for the purposes of Dynamic Media Viewers tracking are referenced by Set Variables Action of Adobe Analytics extension in Rule (see below).
See Data elements in the Experience Platform Tags User Guide.
About Rules in Experience Platform Tags about-rules-in-adobe-launch
A Rule in Experience Platform Tags is an agnostic configuration that defines three areas that make up a rule: Events, Conditions, and Actions:
- Events (if) tell Experience Platform Tags when to trigger a Rule.
- Conditions (if) tell Experience Platform Tags what other restrictions to allow or disallow when triggering a Rule.
- Actions (then) tell Experience Platform Tags what to do when a Rule is triggered.
Options that are available in the Events, Conditions, and Actions section depend on the extensions that are installed in Experience Platform Tags Property. The Core extension is preinstalled and is available out-of-the-box in any configuration. The extension provides several options for Events such as basic browser-level actions that include focus change, key presses, and form submissions. It also includes options for Conditions, such as cookie value, browser type, and more. For Actions, only the Custom Code option is available.
For Adobe Analytics tracking, several other extensions must be installed, as described in Installation and setup of extensions. Specifically:
- Dynamic Media Viewers extension extends the list of supported Events to events that are specific to Dynamic Media viewers such as viewer load, asset swap, zoom in, and video play.
- Adobe Analytics extension extends the list of supported Actions with two actions that are required for sending data to tracking servers: Set Variables and Send Beacon.
To track Dynamic Media viewers, it is possible to use any type of the following:
- Events from Dynamic Media Viewers extension, Core extension, or any other extension.
- Conditions in the Rule definition. Or, you can leave the conditions area empty.
In the Actions section, it is required that you have a Set Variables action. This action tells Adobe Analytics how to populate tracking variables with data. At the same time, the Set Variables action does not send anything to the tracking server.
The Set Variables action must be followed by a Send Beacon action. The Send Beacon action actually sends data to the analytics tracking server. Both actions, Set Variables and Send Beacon, come from the Adobe Analytics extension.
See Rules in the Experience Platform Tags User Guide.
Sample configuration sample-configuration
The following sample configuration within Experience Platform Tags demonstrates how to track an asset name on viewer load.
-
From the Data Elements tab, define a data element
AssetName
that referencesasset
parameter of theLOAD
event from the Dynamic Media Viewers extension. -
From the Rules tab, define a rule TrackAssetOnLoad.
In this rule, the Event field uses the LOAD event from the Dynamic Media Viewers extension.
-
The Action configuration has two Action types from the Adobe Analytics extension:
Set Variables, which map an analytics variable of your choice to the value of
AssetName
Data Element.Send Beacon, which sends tracking information to Adobe Analytics.
-
The resulting rule configuration appears like the following:
About Adobe Analytics for Audio and Video about-adobe-analytics-for-audio-and-video
When an Experience Cloud account is subscribed to use Adobe Analytics for Audio and Video, it is enough to enable video tracking in the Dynamic Media Viewers extension settings. Video metrics become available in Adobe Analytics. Video tracking depends on the presence of Adobe Media Analytics for Audio and Video extension.
See Installation and setup of extensions.
Currently, the support for video tracking is limited to “core playback” tracking only, as described in Tracking Overview. In particular, QoS, Ads, Chapter/Segments, or Errors tracking is not supported.
Use the Dynamic Media Viewers extension using-the-dynamic-media-viewers-extension
As mentioned in Use cases for the integration, it is possible to track Dynamic Media viewers with the new Experience Platform Tags integration in Experience Manager Sites and by using embed code.
Track Dynamic Media viewers in Experience Manager Sites tracking-dynamic-media-viewers-in-aem-sites
To track Dynamic Media viewers in Experience Manager Sites, all steps listed under the Configure all the integration pieces section must be performed. Specifically, you must create the IMS configuration and the Experience Platform Tags Cloud Configuration.
Following proper configuration, any Dynamic Media viewer that you add to a Sites page, using a WCM component supported by Dynamic Media, automatically tracks data to Adobe Analytics, or Adobe Analytics for Video, or both.
See Add Dynamic Media Assets to Pages using Adobe Sites.
Track Dynamic Media viewers using embed code tracking-dynamic-media-viewers-using-embed-code
Customers who do not use Experience Manager Sites, or embed Dynamic Media viewers into web pages outside of Experience Manager Sites, or both, can still use the Experience Platform Tags integration.
Complete the configuration steps from the Configure Adobe Analytics and Configure Experience Platform Tags sections. However, Experience Manager-related configuration steps are not needed.
Following proper configuration, you can add Experience Platform Tags support to a web page with a Dynamic Media viewer.
See Add the Experience Platform Tags Embed Code to learn more about how to use Experience Platform Tags library embed code.
To learn more about how to use the embed code feature of Experience Manager Dynamic Media, see Embedding the Video or Image Viewer on a web page.
Track Dynamic Media viewers using embed code:
- Have a web page ready for embedding a Dynamic Media viewer.
- Obtain the embed code for Experience Platform Tags library by first logging in to Experience Platform Tags (see Configure Experience Platform Tags).
- Select Property, then select the Environments tab.
- Pick up the Environment level that is relevant to the environment of the web page. Then, in the Install column, select the box icon.
- In the Web Install Instructions dialog box, copy the complete Experience Platform Tags library embed code, along with the surrounding
<script/>
tags.
Reference guide for the Dynamic Media Viewers extension reference-guide-for-the-dynamic-media-viewers-extension
About the Dynamic Media Viewers configuration about-the-dynamic-media-viewers-configuration
The Dynamic Media Viewer extension automatically integrates with the Experience Platform Tags library if the following conditions below are true:
-
Experience Platform Tags library global object (
_satellite
) is present on the page. -
The Dynamic Media Viewers extension function
_dmviewers_v001()
is defined on_satellite
. -
config2=
viewer parameter is not specified, which means that viewer does not use legacy Analytics integration.
Also, there is an option to explicitly disable Experience Platform Tags integration in the viewer by specifying launch=0
parameter in the viewer’s configuration. The default value of this parameter is 1
.
Configure the Dynamic Media Viewers extension configuring-the-dynamic-media-viewers-extension
The only configuration option for the Dynamic Media Viewers extension is Enable Adobe Media Analytics for Audio and Video.
When you check (enable) this option, and the Adobe Media Analytics for Audio and Video extension is installed and configured, video playback metrics are sent to the Adobe Analytics for Audio and Video solution. Disabling this option turns off video tracking.
If you enable this option without having Adobe Media Analytics for Audio and Video extension installed, the option has no effect.
About Data Elements in the Dynamic Media Viewers extension about-data-elements-in-the-dynamic-media-viewers-extension
The only Data Element type that the Dynamic Media Viewers extension provides is Viewer Event from the Data Element Type drop-down list.
When selected, the Data Element editor renders a form with two fields:
- DM viewers event data type - a drop-down list that identifies all viewer events that are supported by the Dynamic Media Viewers extension which have arguments, plus a special COMMON item. A COMMON item represents a list of event parameters that are common to all type of events sent by the viewers.
- Tracking parameter - an argument of the selected Dynamic Media viewer event.
See the Dynamic Media Viewers reference guide for the list of supported events by each viewer type; go to specific viewer section, then select Support for Adobe Analytics tracking subsection. Currently, the Dynamic Media Viewers reference guide does not document event arguments.
Let’s now consider the life cycle of the Dynamic Media Viewers Data Element. The value of such Data Element is populated after the corresponding Dynamic Media viewer event happens on the page. For example, suppose the Data Element points to the LOAD event and its “asset” argument. The value of such Data Element receives valid data after the viewer runs the LOAD event for the first time. If the Data Element points to the ZOOM event and its “scale” argument, the value of such Data Element remains empty until the viewer sends a ZOOM event for the first time.
Similarly, the values of Data Elements get automatically updated when the viewer sends a corresponding event on the page. The value update happens even if the particular event is not specified in the Rule configuration. For example, suppose Data Element ZoomScale is defined for “scale” parameter of the ZOOM event. However, the only rule present in the Rule configuration is triggered by the LOAD event. The value of ZoomScale is still updated every time a user runs zoom inside the viewer.
Any Dynamic Media viewer has a unique identifier on the web page. The Data Element tracks the value itself, and the viewer that has populated the value. For example, suppose that there are several viewers on the same page, and an AssetName Data Element that points to the LOAD event and its “asset” argument. The AssetName Data Element maintains a collection of asset names that are associated with each viewer loaded on the page.
The exact value returned by the Data Element depends on the context. If the Data Element is requested in a Rule which was triggered by a Dynamic Media viewer event, then the Data Element value is returned for the viewer that initiated the Rule. And, the Data Element is requested in a Rule that was triggered by an Event from some other Experience Platform Tags extension. At that point, the value of the Data Element comes from the viewer that was last to update this Data Element.
Consider the following sample setup:
-
A web page that has two Dynamic Media zoom viewers: viewer1 and viewer2.
-
ZoomScale Data Element points to the ZOOM event and its “scale” argument.
-
TrackPan Rule with the following:
- Uses the Dynamic Media Viewer PAN event as a trigger.
- Sends the value of ZoomScale Data Element to Adobe Analytics.
-
TrackKey Rule with the following:
- Uses the key press event from the Core Experience Platform Tags extension as a trigger.
- Sends the value of ZoomScale Data Element to Adobe Analytics.
Now, assume the user loads the web page with the two viewers. In viewer1, they zoom in to 50% scale; then, in viewer2, they zoom in to 25% scale. In viewer1, they pan image around, and finally press a key on the keyboard.
The user’s activity results in the following two tracking calls being made to Adobe Analytics:
- The first call occurs because TrackPan Rule is triggered when the user pans in viewer1. That call sends 50% as a value of ZoomScale Data Element because the Data Element knows that the Rule is triggered by viewer1 and fetches the corresponding scale value;
- The second call occurs because TrackKey Rule is triggered when the user pressed a key on the keyboard. That call sends 25% as a value of ZoomScale Data Element because the Rule was not triggered by the viewer. As such, the Data Element returns the most up-to-date value.
The sample set up above also affects the life span of the Data Element value. The value of the Data Element managed by the Dynamic Media Viewer is stored in Experience Platform Tags library code even after the viewer itself is disposed on the web page. This functionality means that if there is a Rule that is triggered by a non-Dynamic Media Viewer extension and references such Data Element, the Data Element returns the last known value. Even if the viewer is no longer present on the web page.
In any case, values of Data Elements driven by Dynamic Media Viewers are not stored on the local storage or on the server; instead, they are kept only on the client-side Experience Platform Tags library. Values of such Data Element disappear when the web page reloads.
Generally, the Data Element editor supports storage duration selection. However, Data Elements that use the Dynamic Media Viewers extension only supports the storage duration option of None. Setting any other value is possible in the user interface, but the Data Element behavior is not defined in this case. The extension manages the value of the Data Element on its own: the Data Element that maintains the value of the viewer event argument during the entire viewer life cycle.
About Rules in the Dynamic Media Viewers extension about-rules-in-the-dynamic-media-viewers-extension
In the Rule editor, the extension adds new configuration options for the Events editor. Also the editor provides an option to manually reference event parameters in the Action editor as a short-hand option instead of using preconfigured Data Elements.
About the Events editor about-the-events-editor
In the Event editor, the Dynamic Media Viewers extension adds an Event Type called Viewer Event.
When selected, the Event editor renders the drop-down Dynamic Media Viewer events, listing all the available events that are supported by Dynamic Media viewers.
About the Actions editor about-the-actions-editor
The Dynamic Media Viewers extension lets you use event parameters of Dynamic Media viewers to map to analytics variables in the Set Variables editor of the Adobe Analytics extension.
The simplest method to do that is to complete the following two-step process:
- First, define one or more Data Elements, where each Data Element represents a parameter of a Dynamic Media Viewer event.
- Finally, in the Set Variables editor of the Adobe Analytics extension select the Data Element picker icon (three stacked disks) to open the Select Data Element dialog box, then select a Data Element from it.
It is possible, however, to use an alternative approach and bypass Data Element creation. You can directly reference an argument from a Dynamic Media Viewer event. Enter the fully qualified name of the event argument in the value input field of the Analytics variable assignment. Be sure you surround by percent (%) signs. For example,
%event.detail.dm.LOAD.asset%
There is an important difference between using Data Elements and direct event argument reference. For Data Element, it does not matter which event triggers the Set Variables action. The event that triggers the Rule can be unrelated to Dynamic Viewer (like selecting the web page from the Core extension). But, when using a direct argument reference it is important to ensure that the event that triggers the rule corresponds to the event argument that it references.
For example, referencing %event.detail.dm.LOAD.asset%
returns the correct asset name if the Rule is triggered by the LOAD event of the Dynamic Media Viewer extension. However, it returns an empty value for any other event.
The following table lists Dynamic Media Viewer events and their supported arguments:
Configure all the integration pieces configuring-all-the-integration-pieces
BEFORE YOU BEGIN
Adobe recommends that you thoroughly review all documentation before this section so you understand the complete integration.
This section explains the configuration steps that are necessary to integrate Dynamic Media viewers with Adobe Analytics and Adobe Analytics for Audio and Video. While use of the Dynamic Media Viewers extension for other purposes in Experience Platform Tags is possible, such scenarios not covered in this documentation.
You are going to use the following Adobe products to configure your integration:
- Adobe Analytics - used to configure tracking variables and reports.
- Experience Platform Tags - used to define a Property, one or more Rules, and one or more Data Elements to enable viewer tracking.
Also, if this integration solution is used with Experience Manager Sites, the following configuration must be done:
- Adobe Developer Console - integration is created for Experience Platform Tags.
- Experience Manager author node - IMS configuration and Experience Platform Tags cloud configuration.
As part of the configuration, be sure you have access to a company in Adobe Experience Cloud that has Adobe Analytics and Experience Platform Tags already enabled.
Configure Adobe Analytics for the integration configuring-adobe-analytics-for-the-integration
After you configure Adobe Analytics, the following is set up for the integration:
- A Report Suite is in place and selected.
- Analytics Variables are available to receive tracking data.
- Reports are available to view collected data inside Adobe Analytics.
See also Analytics Implementation Guide.
To configure Adobe Analytics for the integration:
-
Start by accessing Adobe Analytics from the Experience Cloud home page. On the menu bar, select the Solutions icon (a three by three table of dots) near the upper-right corner of the page, then selecting Analytics.
Now select a report suite.
Select a report suite selecting-a-report-suite
-
Near the upper-right corner of the Adobe Analytics page, to the right of the Search Reports field, select the correct report suite from the drop-down list. If there are multiple report suites available and you are unsure which one to use, contact your Adobe Analytics administrator who can help you select which report suite to use.
In the example below, a user created a report suite named DynamicMediaViewersExtensionDoc and selected it from the drop-down list. The report suite name is an example only. The name of the report suite you ultimately select is up to you.
If no report suite is available, you or your Adobe Analytics administrator must create one before you can proceed any further with the configuration.
See Reports and Report Suites and Create a report suite.
In Adobe Analytics, report suites are managed under Admin > Report Suites.
Now set up Adobe Analytics variables.
Set up Adobe Analytics variables setting-up-adobe-analytics-variables
-
Designate one or more Adobe Analytics variables that you want to use to track Dynamic Media Viewers behavior on the web page.
It is possible to use any type of variable supported by Adobe Analytics. The decision about the variable type (like Custom Traffic [props], Conversion [eVar]) is driven by specific needs of your Analytics implementation.
See Overview of props and eVars.
For the purposes of this documentation, only a Custom Traffic (props) variable is used because they become available in an Analytics Report within a few minutes after an action occurs on a web page.
To enable a new Custom Traffic variable, in Adobe Analytics, on the toolbar, go to Admin > Report Suites.
-
On the Report Suite Manager page, select the correct report, then on the toolbar, go to Edit Settings > Traffic > Traffic Variables.
-
Pick an unused variable, give it a descriptive name ( Viewer asset (prop 30)), and then change the combo box to “Enabled” in the Enabled column.
The following screenshot is an example of a Custom Traffic variable ( prop30) for tracking an asset name used by the viewer:
-
At the bottom of the variables list, select Save.
Set up a report setting-up-a-report
-
Generally, setting up a Report in Adobe Analytics is driven by specific project needs. As such, detailed report setup is beyond the scope for this integration.
It is, however, enough to know that the Custom Traffic reports become automatically available in Adobe Analytics after you set up Custom Traffic variables in Setup Adobe Analytics variables.
For example, the report for Viewer asset (prop 30) variable is available from the Reports menu under Custom Traffic > Custom Traffic 21-30 > Viewer asset (prop 30).
Visiting this report right after Viewer asset (prop 30) creation shows no data; that is expected at this point in the integration.
Configure Experience Platform Tags for the integration configuring-adobe-launch-for-the-integration
After you configure Experience Platform Tags, the following is set up for the integration:
- The creation of a new Property to keep all your configurations together.
- The installation and setup of extensions. The client-side code of all extensions installed in the Property is compiled together into a library. This library is used by the web page later.
- Configuration of Data Elements and Rules. This configuration defines what data to acquire from the Dynamic Media viewers, when to trigger the tracking logic, and where to send the viewer’s data in Adobe Analytics.
- Publishing of the library.
To configure Experience Platform Tags for the integration:
-
Start by accessing Experience Platform Tags from the Experience Cloud home page. On the menu bar, select the Solutions icon (three by three table of dots) near the upper-right corner of the page, then select Tags.
You can also open Experience Platform Tags directly.
Create a property in Experience Platform Tags creating-a-property-in-adobe-launch
A property in Experience Platform Tags is a named configuration that keeps all your settings together. A library of the configuration settings is generated and published to different environment levels (development, staging, and production).
See also Configure a select property.
To create a property in Experience Platform Tags:
-
In Experience Platform Tags, select New Property.
-
In the Create Property dialog box, in the Name field, type a descriptive name, such as the title of your website. For example,
DynamicMediaViewersProp.
-
In the Domains field, enter your website’s domain.
-
In the Advanced Options drop-down, enable Configure for extension development (cannot be modified later) in case the extension you want to use—in this case, Dynamic Media Viewers—is not yet released.
-
Select Save.
Select the created property, then proceed to Installation and setup of extensions.
Install and setup of extensions installing-and-setup-of-extensions
All available extensions in Experience Platform Tags are listed under the Extensions > Catalog.
To install an extension, select Install. If needed, perform a one-time extension configuration, then select Save.
Where required, the following extensions must be installed and configured:
- (Required) Experience Cloud ID Service extension
No additional configuration is needed, accept for any proposed values. When you are done, be sure you select Save.
See Experience Cloud Identity Service extension.
- (Required) Adobe Analytics extension
To configure this extension, you need the Report Suite ID found in Adobe Analytics, under Admin > Report Suite, under the Report Suite ID column header.
(For demonstration purposes only, the Report Suite ID of the DynamicMediaViewersExtensionDoc Report Suite is used in the following screenshots. This ID was created and used in Selecting a Report Suite earlier.)
On the Install Extension page, enter the Report Suite ID in the Development Report Suites field, the Staging Report Suites field, and the Production Report Suites field.
Configure the following item only if you intend to use video tracking:
On the Install Extension page, expand General, then specify the Tracking Server. The Tracking Server follows the template <trackingNamespace>.sc.omtrdc.net
, where <trackingNamespace>
is the information obtained in the provisioning email.
Select Save.
See Adobe Analytics Extension.
- (Optional. Required only if video tracking is needed) Adobe Media Analytics for Audio and Video extension
Fill in the tracking server field. The tracking server for Adobe Media Analytics for Audio and Video extension is different from the tracking server used for Adobe Analytics. It follows the template <trackingNamespace>.hb.omtrdc.net
, where <trackingNamespace>
is the information from the provisioning email.
All other fields are optional.
See Adobe Media Analytics for Audio and Video extension.
- (Required) Dynamic Media Viewers extension
Select enable Adobe Analytics for Video to enable (turn on) Video Heartbeat tracking.
As of this writing, the Dynamic Media Viewers extension is only available if the Experience Platform Tags Property is created for development.
See Create a property in Experience Platform Tags.
After the extensions are installed and setup, at minimum, the following five extensions (four if you are not tracking video) wil listed in the Extensions > Installed area.
Set up Data Elements and Rules setting-up-data-elements-and-rules
In Experience Platform Tags, create Data Elements and Rules that are necessary for tracking Dynamic Media viewers.
See How data and event tracking works in the integration for an overview of tracking with Experience Platform Tags.
See Sample configuration for a sample configuration in Experience Platform Tags that demonstrates how to track an asset name on viewer load.
See Configure the Dynamic Media Viewers extension for in-depth information about the extension’s capabilities.
Publish a library publishing-a-library
To change in the Experience Platform Tags configuration (including Property, Extensions, Rules, and Data Elements set up), you must publish such changes. Publishing in Experience Platform Tags is performed from the Publishing tab under the Property configuration.
Experience Platform Tags can potentially have multiple Development environments, one Staging environment, and one Production environment. By default the Experience Platform Tags Cloud Configuration in Experience Manager points the Experience Manager author node to the Stage environment of Platform Tags. The Experience Manager Publish node points to the Production environment of Experience Platform Tags. This arrangement means that with the default Experience Manager settings, it is necessary to publish the Experience Platform Tags library to the Staging environment. Doing so lets you use it in Experience Manager author. You can then publish it into the Production environment so that it can be used in Experience Manager publish.
See Environments for more information about Experience Platform Tags environments.
Publishing a library involves the following two steps:
- Adding and building a new library by including all the necessary changes (new ones and updates) into the library.
- Moving up the library through the different environment levels (from Development to Staging and Production).
Add and build a new library adding-and-building-a-new-library
-
The first time you open the Publishing tab in Experience Platform Tags, the library list is empty.
In the left column, select Add New Library.
-
On the Create New Library page, in the Name field, enter descriptive name for the new library. For example,
DynamicMediaViewersLib
From the Environment drop-down list, choose the Environment level. Initially, only the Development level is available for selection. Near the lower-left side of the page, select Add All Changed Resources.
-
Near the upper-right corner of the page, select Save & Build for Development.
In a few minutes, the library is created and ready to use.
note note NOTE The next time you change your Experience Platform Tags configuration, go to the Publishing tab under the Property configuration, then select your previously created library. From the library publishing screen, select Add All Changed Resources, then select Save & Build for Development.
Move up a library through environment levels moving-a-library-up-through-environment-levels
-
After a new library is added, it is found in the Development environment. To move it to the Staging environment level (which corresponds to the Submitted column), from the library’s drop-down menu, select Submit for Approval.
-
In the confirmation dialog box, select Submit.
After the library moves to the Submitted column, from the library’s drop-down menu, select Build for Staging.
-
To move the library from the Staging environment to the Production environment (which is the Published column), follow a similar process.
First, from the drop-down menu, select Approve for Publishing.
-
From the drop-down menu, select Build & Publish to Production.
See Publishing for more information about the publishing process in Experience Platform Tags.
Configure Adobe Experience Manager for the integration configuring-adobe-experience-manager-for-the-integration
Prerequisites:
- Experience Manager runs both Author and Publish instances.
- Experience Manager author node is set up in Dynamic Media.
- Dynamic Media WCM components are enabled in Experience Manager Sites.
The Experience Manager configuration consists of the following two major steps:
- Configuration of Experience Manager IMS.
- Configuration of Experience Platform Tags Cloud.
Configure Experience Manager IMS configuring-aem-ims
-
In Experience Manager author, select the Tools icon (hammer), then go to Security > Adobe IMS Configurations.
-
On the Adobe IMC Configuration page, near the upper-left corner, select Create.
-
On the Adobe IMS Technical Account Configuration page, in the Cloud Solution drop-down list, select Experience Platform Data Collection.
-
Enable Create new certificate, then in the text field, enter any meaningful value for your certificate. For example, AdobeLaunchIMSCert. Select Create certificate.
The following Info message is displayed:
To retrieve a valid access token, the new certificate’s public key must be added to the technical account on Adobe Developer!
To dismiss the Info dialog box, select OK.
-
Select Download Public Key to download a public key file (
*.crt
) to your local system.note note NOTE At this point, leave open the Adobe IMS Technical Account Configuration page; do not close the page and do not select Next. You are going to return to this page later in the steps. -
In a new browser tab, navigate to the Adobe Developer Console.
-
From the Adobe Developer Console Integrations page, near the upper-right corner, select New integration.
-
In the Create a new integration dialog box, ensure that Access an API radio button is selected, then select Continue.
-
On the second Create a new integration page, enable (turn on) the Experience Platform Tags API radio button. In the lower-right corner of the page, select Continue.
-
On the third Create a new integration page, do the following:
-
In the Name field, enter descriptive name. For example, DynamicMediaViewersIO.
-
In the Description field, enter description for the integration.
-
In the Public key certificates area, upload your public key file (
*.crt
) that you downloaded previously in these steps. -
Under the Select a role for Experience Platform Tags API heading, select Admin.
-
Under the Select one or more product profiles for Experience Platform Tags API heading, select the product profile named Tags - <your_company_name>.
-
-
Select Create integration.
-
On the Integration created page, select Continue to integration details.
-
An Integrations details page appears, similar to the following:
note note NOTE Leave open this Integration details page. You are going to need various pieces of information from the Overview and JWT tabs in just a moment.
Integration details page -
Return to the Adobe IMS Technical Account Configuration page that you left open previously. In the upper-right corner of the page, select Next to open the Account page in the Adobe IMS Technical Account Configuration window.
(If you closed the page earlier, return to Experience Manager author, then go to Tools > Security > Adobe IMS Configurations. Select Create. In the Cloud Solution drop-down list, select Experience Platform Tags. In the Certificate drop-down list, select the name of the previously created certificate.
Adobe IMS Technical Account Configuration - Certificate page -
The Account page has five fields that require you to fill out using information from the Integration details page from the previous step.
Adobe IMS Technical Account Configuration - Account page -
On the Account page, fill in the following fields:
- Title - Enter a descriptive account title.
- Authorization Server - Return to the Integration details page that you opened earlier. Select the JWT tab. Copy the server name – without the path – as highlighted below.
Return to the Account page, then paste the name into the respective field.
For example,https://ims-na1.adobelogin.com/
(the example server name is for explanation purposes only)
Integration detail page - JWT tab -
API Key - Return to the Integration details page. Select the Overview tab, then to the right of the API Key (Client ID) field, select Copy.
Return to the Account page, then paste the key into the respective field.
Integration details page -
Client Secret- Return to the Integration details page. From the Overview tab, select Retrieve Client Secret. To the right of the Client secret field, select Copy.
Return to the Account page, then paste the key into the respective field.
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Payload - Return to the Integration details page. From the JWT tab, in the JWT Payload field, copy the entire JSON object code.
Return to the Account page, then paste the code into the respective field.
Integration details page - JWT tabThe Account page, with all fields filled out, appears similar to the following:
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Near the upper-right corner of the Account page, select Create.
With Experience Manager IMS configured, you now have a new IMSAccount listed under Adobe IMS Configurations.
Configure Experience Platform Tags Cloud for the integration configuring-adobe-launch-cloud-for-the-integration
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In Experience Manager author, near the upper-left corner, select the Tools icon (hammer), then go to Cloud Services > Experience Platform Tags Configurations.
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On the Experience Platform Tags Configurations page, in the left panel, select an Experience Manager Site for which you want to apply your Experience Platform Tags Configuration.
For sample purposes only, the
We.Retail
Site is selected in the screenshot below. -
Near the upper-left corner of the page, select Create.
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On the General page (1/3 pages) of the Create Experience Platform Tags Configuration window, fill in the following fields:
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Title - Enter a descriptive configuration title. For example,
We.Retail Tags cloud configuration
. -
Associated Adobe IMS Configuration - Select the IMS configuration that you created earlier in Configure Experience Manager IMS.
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Company - From the Company drop-down list, select your Experience Cloud company. The list populates automatically.
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Property - From the Property drop-down list, select your Experience Platform Tags property that you created previously. The list populates automatically.
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After completing all the fields, your General page will look similar to the following:
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Near the upper-left corner, select Next.
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On the Staging page (2/3 pages) of the Create Experience Platform Tags Configuration window, fill in the following field:
In the Library URI (Uniform Resource Identifier) field, check the location of the staging version of your Experience Platform Tags library. Experience Manager populates this field automatically.
For explanation purposes only, this step uses Experience Platform Tags libraries that are deployed to Adobe CDN.
note note NOTE Check to make sure that the auto-populated library URI (Uniform Resource Identifier) is not malformed. If necessary, fix it so that the URI represents a protocol-relative URI. That is, it starts from a double forward slash. For example: //assets.adobetm.com/launch-xxxx
.Your Staging page likely appears similar to the following. The Archive and Load Library Asynchronously options are not set:
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Near the upper-right corner, select Next.
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On the Production page (3/3 pages) of the Create Experience Platform Tags Configuration window, if needed, fix the auto-populated production URI similar to how it was done on the previous Staging page.
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Near the upper-right corner, select Create.
Your new Experience Platform Tags Cloud Configuration is now created and listed next to your web site.
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Select your new Experience Platform Tags Cloud Configuration (a check mark appears to the left of the configuration title when it is selected). On the toolbar, select Publish.
Currently, Experience Manager author does not support the integration of Dynamic Media Viewers with Experience Platform Tags.
It is, however, supported in the Experience Manager publish node. Using the default settings of Experience Platform Tags Cloud Configuration, Experience Manager publish uses the production environment of Experience Platform Tags. As such, it is necessary to push Experience Platform Tags library updates from Development up to the Production environment each time during the test.
It is possible to work around this limitation. Specify the Development or Staging URL of Experience Platform Tags library in the Experience Platform Tags Cloud configuration for Experience Manager publish above. Doing so makes the Experience Manager publish node use the Development or Staging version of Experience Platform Tags library.
See Integrate Experience Platform Tags and Experience Manager for more information about setting up Experience Platform Tags Cloud Configuration.