Documentation Journey Optimizer Tutorial - Configure a training sandbox

Set up data manually

Last update: Fri Sep 29 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

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In this section, you create the required identity namespaces and define the Luma sample data structure by creating the schemas.

TIP

Watch the video tutorial Map identities before you begin.

Step 1: Create identity namespaces

In this step, you create identity namespaces for the Luma custom identity fields named lumaLoyaltyId, lumaCrmId, and lumaProductSKU. Identity namespaces play a critical role in building real-time customer profiles, as two matching values in the same namespace allow two data sources to form an identity graph.

Begin by creating a namespace for the Luma Loyalty ID schema:

In the Journey Optimizer user interface, go to Customer > Identities in the left navigation.
Select Create identity namespace.

Provide the following details:

table 0-row-3 1-row-3
Display Name	Identity Symbol	Type
`Luma Loyalty ID`	`lumaLoyaltyId`	Cross-device ID

Select Create.

Create two more namespaces following the same steps:

table 0-row-3 1-row-3 2-row-3
Display Name	Identity Symbol	Type
`Luma CRM ID`	`lumaCrmId`	Cross-device ID
`Luma Product SKU`	`lumaProductSKU`	Non-people identifier

Step 2: Create schemas

In this step, you define the structure of the sample data by creating six schemas:

Luma Loyalty Schema
Luma Product Catalog Schema
Luma Product Inventory Events Schema
Luma CRM Schema
Luma Web Events Schema
Luma Offline Purchase Events Schema
Luma Test Profiles Schema

TIP

Watch the video tutorial: Create a schema before you begin.

Create Luma Loyalty Schema create-luma-loyalty-schema

This section describes how to create the Luma Loyalty schema and configure field groups.

Create the schema

Go to DATA MANAGEMENT > Schemas in the left navigation.
Select Create Schema on the top right.
From the drop-down menu, select XDM Individual Profile.

You select this option because you are modeling attributes of an individual customer (points, status, and so on).

Add existing field groups

Next, you are prompted to add field groups to the schema, using groups. You must add existing field groups and create a field group.

On the Schema page, if the Field groups modal did not automatically open, select Add.
On the Add Field groups page, enable the following field groups:
- Demographic Details for basic customer data like name and birth date.
- Personal Contact Details for basic contact details like email address and phone number.
- Loyalty Details for the loyalty details such as points, joined date, or status. The loyalty field group is far down the list, so it is easiest to search for it.
Select Add field group to add all three field groups to the schema.
Select the top node of the schema.
Enter Luma Loyalty Schema as the Display name.

Create a field group create-field-group

To help ensure consistency across the schemas, Adobe recommends managing all system identifiers in a single group:

From the Composition section under Field groups, select Add.
Select Create new field group.
Add Luma Identity Profile Field Group as the Display name.
Add system identifiers for XDM Individual Profile class as the Description.
Select Add field groups.

Add fields to the new field group

The new, empty field group is added to your schema. Using the + buttons, you can add new fields to any location in the hierarchy. In this case, you must add fields at the root level:

Select + next to the name of the schema.

This step adds a field under your tenant id namespace, to manage conflicts between your custom fields and any standard fields.
In the Field properties sidebar, add the details of the new field:
- Field name: systemIdentifier
- Display name: System Identifier
- Type: Object
- Assign field group: Luma identifiers

Select Apply.

Add System Identifier

Add two fields under the systemIdentifier object:

table 0-row-3 1-row-3 2-row-3
Fieldname	Display Name	Type
`loyaltyId`	`Loyalty Id`	String
`crmId`	`CRM Id`	String

fields

Set identities

You now have the namespace and the Luma Loyalty schema configured. Before you can ingest data, you must label the identity fields. Each schema used with Real-time Customer Profile is required to have a primary identity specified and each record ingested must have a value for that field.

Set the primary Identity:

From the Luma Loyalty Schema:
1. Select the Luma Identity Profile Field Group.
2. Select the loyaltyId field.
3. In the Field properties, enable the Identity box.
4. Enable the Primary Identity box.
5. Select the Luma Loyalty Id namespace from Identity namespaces dropdown menu.
6. Select Apply.
Set a secondary identity:

From the Luma Loyalty Schema:
1. Select the Luma Identity Profile Field Group.
2. Select the crmId field.
3. In the Field properties, enable the Identity box.
4. Select the Luma CRM Id namespace from Identity namespaces dropdown.
5. Select Apply.

Enable for profile and save the schema

Select the top node of the schema.
In the Field properties, enable Profile.

The schema should look like this:
Select Save.

Create Luma Product Catalog Schema create-luma-product-catalog-schema

Go to DATA MANAGEMENT > Schemas in the left navigation.
Select Create Schema (top right).
To create a class, select Browse all schema types from the drop-down menu.
Select Create new class.
Add the display name: Luma Product Catalog Class.
Assign class.
Create a Field group:
- Display name: Luma Product Catalog Field Group
Add the following field to the Luma Product Catalog Field Group.
- Field name: product
- Display name: Product
- Type: Object
- Field group: Luma Product Catalog Field Group
Select Apply.

Add the following fields to the Product object:

table 0-row-3 1-row-3 2-row-3 3-row-3 4-row-3 5-row-3 6-row-3 7-row-3 8-row-3 9-row-3 10-row-3
Fieldname	Display Name	Type
`sku`	`Product SKU`	String
`name`	`Product Name`	String
`category`	`Product Category`	String
`color`	`Product Color`	String
`size`	`Product Size`	String
`price`	`Product Price`	Double
`description`	`Product Description`	String
`imageUrl`	`Product Image URL`	String
`stockQuantity`	`Product Stock Quantity`	String
`url`	`Product URL`	String

Set the SKU as primary identity.
Add the Display name Luma Product Catalog Field Group to the field group.
Select Save.

Create Luma Product Inventory Event Schema create-luma-product-inventory-event-schema

Go to DATA MANAGEMENT > Schemas in the left navigation.
Select the Create Schema button on the top right.
From the dropdown menu, select Browse all schema types.
Select Create new class.
Add the display name: Luma Business Event Class.
Select type: Time-series.
Assign class.
Create a field group:
- Display name: Luma Product Inventory Event Details Field Group
Add the Display name Luma Product Inventory Event Schema to the schema.
Add the following field to the Luma Product Inventory Event Details Field Group:
- Field name: inventoryEvent
- Display name: Inventory Event
- Type: Object
- Field group: Luma Product Inventory Event Details Field Group

Add the following fields to the Product Inventory Event Details object:

table 0-row-3 1-row-3 2-row-3
Fieldname	Display Name	Type
`sku`	`SKU`	String
`stockEventType`	`Stock Event Type`	String

to set the stockEventType to Enum, select type: string.
Scroll down to the bottom of the Field properties.
Enable Enum.
Enter values (label): restock (Restock).
Select Add row.
Enter values (label): outOfStock (Out of Stock).
Select Apply.

Set inventory.Event.sku field as primary identity using the LumaProductSKU namespace.
Select the sku field and define a relationship to the product.sku field in the Luma Product catalog Schema Schema:
1. Scroll down to the bottom of the Field properties.
2. Enable Relationship.
  1. Reference schema: Luma Product Catalog Schema.
  2. Reference identity namespace: LumaProductSKU.
3. Select Apply.
  
  The schema should look like this:
Enable for Profile.
Select Save to save the schema.