Set Up XDM Schema,Dataset and Datastream in AEP
Create XDM Schema
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Log in to Adobe Experience Platform
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Data Management -> Schemas -> Create schema
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Create an XDM event based schema called Financial Advisors. If you are not familiar with creating a schema, please follow this documentation
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Add the following structure to your schema. The PreferredFinancialInstrument element stores the user’s preference for Stocks, Bonds, CD. The _techmarketingdemos is the tenant id, and will be different in your environment.
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The PreferredFinancialInstrument element has enum values defined as shown below
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Make sure that the schema is enabled for the profile.
Create a Dataset Based on the Schema
A dataset in Adobe Experience Platform (AEP) is a structured storage container used to ingest, store, and activate data based on a defined XDM schema.
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Data Management -> Datasets -> Create dataset
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Create a dataset called Financial Advisors data set based on the XDM schema(Financial Advisors) created in the previous step.
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Make sure that the dataset is enabled for profile
Create a Datastream
A datastream in Adobe Experience Platform is like a secure pipeline (or highway) that connects your website or app to Adobe services, allowing data to flow in and personalized content to flow back.
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Data Collection > Datastreams, then click New Datastream. Name the datastream Financial Advisors DataStream
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Provide the following details as shown in the screenshot below
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Click Save, then click on Add Mapping and add the Adobe Experience Platform service and the event Dataset as shown
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Choose the appropriate event dataset (created earlier).
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Save the datastream