Use case 2

A marketer wants up-to-date profile data from Adobe Experience Platform available in Pega Customer Decision Hub that enhances the Pega insights around customer profiles on an ongoing basis.

Prerequisites

Before you can use this destination to export data out of Adobe Experience Platform and import profiles into Pega Customer Decision Hub, make sure you complete the following prerequisites:

  • Configure Amazon S3 bucket and the folder path to be used for export and import of data files.
  • Configure the Amazon S3 access key and Amazon S3 secret key: In Amazon S3, generate an access key - secret access key pair to grant Experience Platform access to your Amazon S3 account.
  • To successfully connect and export data to your Amazon S3 storage location, create an Identity and Access Management (IAM) user for Experience Platform in Amazon S3 and assign permissions such as s3:DeleteObject, s3:GetBucketLocation, s3:GetObject, s3:ListBucket, s3:PutObject, s3:ListMultipartUploadParts
  • Make sure your Pega Customer Decision Hub instance is upgraded to 8.8 version or higher.

Supported identities

Pega Customer Decision Hub supports the activation of custom user IDs described in the table below. For more details, see identities.

Target IdentityDescription
CustomerIDCommon User Identifier that uniquely identifies a profile in Pega Customer Decision Hub and Adobe Experience Platform

Export type and frequency

Refer to the table below for information about the destination export type and frequency.

ItemTypeNotes
Export typeProfile-basedYou are exporting all members of a segment, together with the desired schema fields (for example: email address, phone number, last name), as chosen in the select profile attributes screen of the destination activation workflow.
Export frequencyBatchBatch destinations export files to downstream platforms in increments of three, six, eight, twelve, or twenty-four hours. Read more about batch file-based destinations.

Connect to the destination

IMPORTANT
To connect to the destination, you need the View Destinations and Manage Destinations access control permissions. Read the access control overview or contact your product administrator to obtain the required permissions.

To connect to this destination, follow the steps described in the destination configuration tutorial. In the destination configuration workflow, fill in the fields listed in the two sections below.

Authenticate to destination

To authenticate to the destination, fill in the required fields and select Connect to destination.

  • Amazon S3 access key and Amazon S3 secret key: In Amazon S3, generate an access key - secret access key pair to grant Adobe Experience Platform access to your Amazon S3 account. Learn more in the Amazon Web Services documentation.

Fill in destination details

After establishing the authentication connection to Amazon S3, provide the following information for the destination:

Image of the UI screen showing completed fields for the Pega Profile Connector destination details

To configure details for the destination, fill in the required fields and select Next. An asterisk next to a field in the UI indicates that the field is required.

  • Name: enter a name that will help you identify this destination.
  • Description: enter a description of this destination.
  • Bucket name: enter the name of the Amazon S3 bucket to be used by this destination.
  • Folder path: enter the path to the destination folder that will host the exported files.
  • Compression Type: Select compression type as GZIP or NONE.
TIP
In the connect destination workflow, you can create a custom folder in your Amazon S3 storage per exported audience file. Read Use macros to create a folder in your storage location for instructions.

Enable alerts

You can enable alerts to receive notifications on the status of the dataflow to your destination. Select an alert from the list to subscribe to receive notifications on the status of your dataflow. For more information on alerts, see the guide on subscribing to destinations alerts using the UI.

When you are finished providing details for your destination connection, select Next.

Activate audiences to this destination

IMPORTANT

See Activate audience data to batch profile export destinations for instructions on activating audiences to this destination.