Set up your Adobe Experience Platform instance

Last update: February 3, 2025
IMPORTANT
This page is intended for System Administrator roles only. You need System Administrator access rights for your specific instance to be able to follow the below steps. If you’re not a System Administrator in your Adobe Experience Cloud org, please contact your System Administrator and ask their approval and help before proceeding with any of the below steps.

Overview

In order to take all of these tutorials in a hands-on way, the following Adobe Experience Cloud applications need to be provisioned in your IMS Org:

  • Adobe Real-time CDP
  • Adobe Experience Platform Data Collection
  • Adobe Journey Optimizer
  • Customer Journey Analytics
  • Data Distiller
  • Federated Audience Composition

If a specific application service isn’t provisioned for your IMS Org, then you won’t be able to take that specific exercise in hands-on way.

Create a sandbox

To go through the tutorial in your own Adobe Experience Platform instance, it’s advisable to first set up a new development sandbox. To create a new sandbox, go to https://experience.adobe.com/platform, go to Sandboxes and then go to Browse. Click Create sandbox.

Create sandbox

Create your sandbox like this:

  • Type: Development
  • Name: aep-tutorial
  • Title: Adobe Experience Platform Tutorial

Click Create.

Create sandbox

Your sandbox will now be created. After a couple of minutes you’ll see this.

Create sandbox

Setup Permissions

Go to Permissions, then go to Roles.

Click to open the specific Role that will be used by the learners who will go through this tutorial. Click Create role.

Create sandbox

Give your role a name like Adobe Experience Platform Tutorial, click Confirm.

Create sandbox

In the Sandboxes dropdown menu, select the sandbox that you just created and ensure to remove any other sandbox (also remove Prod).

Create sandbox

Add the various resources and set permissions. Please ensure not to add any permissions for Sandbox Administration.

Create sandbox

Add more resources as indicated and set permissions.

Create sandbox

Add more resources as indicated and set permissions. Click Save. Then, click Close.

Create sandbox

Set up Adobe I/O

Go to
https://developer.adobe.com/console/integrations. Ensure you’re in the correct instance. Click Create new project.

Create sandbox

Click Add to Project and then click API.

Create sandbox

Click Adobe Experience Platform and then enable Experience Platform API. Click Next.

Create sandbox

For the Credential name, use DSN AEP Tutorial. Click Next.

Create sandbox

Select one of the available product profiles. This product profile doesn’t determine permissions for this Adobe I/O project - this will be done in a next step. Click Save configured API.

Create sandbox

Click Add to Project and then click API again.

Create sandbox

Click Adobe Experience Platform and then enable Experience Platform Launch API. Click Next.

Create sandbox

Click Next.

Create sandbox

Select a product profile that makes it possible to create and manage data collection properties. Click Save configured API.

Create sandbox

You’ll then see this. Click the current Project XXX name.

Create sandbox

Click Edit Project.

Create sandbox

Enter a new Project Title, such as DSN Adobe Experience Platform Tutorial. Click Save.

Create sandbox

Your Adobe I/O project is now ready.

Go to Permissions, to Roles and then click the new role you created earlier.

Create sandbox

Go to API credentials. Click + Add API credentials.

Create sandbox

You’ll then see the Adobe I/O credential that you created in the previous step. Select it and click Save.

Create sandbox

Your Adobe I/O Project is now set up with the required permissions to access Adobe Experience Platform API’s.

Create sandbox

IMPORTANT
You need to wait a minimum of 10 minutes before you continue the next steps in Demo System Next.

Setup your environment in Demo System Next

Go to https://dsn.adobe.com/tools/org-admin. Click + Add Org.

Create sandbox

Fill in the required fields:

  • IMS Org ID
  • Name
  • Tenant ID (don’t include any underscore)
  • Region

Your System Administrator should be able to help you with the values for these fields.

Click Save.

Create sandbox

Your environment will now be part of the list. Find it in the list and click the link icon.

Create sandbox

You now need to enter the values that you created as part of your Adobe I/O Project’s credentials. You can find Client ID, Client Secret and Scopes here:

Create sandbox

Technical Account ID:

Create sandbox

Copy and paste those here, click Save.

Create sandbox

Your DSN environment is now set up correctly.

Setup your access to the DSN environment

Go to https://dsn.adobe.com/tools/environment-admin. Select the IMS Org that you just created, select your user and then click + Assign under Sandboxes.

Create sandbox

Enter the Sandbox Name that you defined in the first step above. It should look like this:

  • Name: aep-tutorial

Click Confirm.

Create sandbox

Your sandbox is now available for the user you selected.

Create sandbox

DSN Quick Setup

Go to https://dsn.adobe.com/quick-setup. Open the Environment dropdown menu and select your IMS Org/Sandbox.

Create sandbox

For Configuration, select Global v2.0.

Create sandbox

Scroll down to Industry - Telco and select Citi Signal - Advanced.

Create sandbox

Scroll up and click Start.

Create sandbox

Enter a Title and click Start.

Create sandbox

NOTE
You may get errors in case no Default Merge Policy has been created in the sandbox. If that is the case, either wait a bit more for the merge policy to be created automatically, or manually go into Adobe Experience Platform, to Profiles > Merge Policies and create a new default merge policy.

You’ll then see the progress of the ongoing installation, which will take a couple of minutes.

Create sandbox

Once everything is successfully completed, your Adobe Experience Platform instance is successfully configured and ready for learners to take the tutorial.

NOTE
The Data Import step isn’t used by the tutorial, so if that step fails, don’t worry and please continue.

Create sandbox

Go to https://experience.adobe.com/platform, to Datasets. You should now see a similar list of datasets, which were all created by the DSN Quick Setup.

Create sandbox

NOTE
Thank you for investing your time in learning all there is to know about Adobe Experience Platform and its applications. If you have questions, want to share general feedback of have suggestions on future content, please contact Tech Insiders directly, by sending an email to techinsiders@adobe.com.

Tech Insiders

NOTE
If you have questions, want to share general feedback of have suggestions on future content, please contact Tech Insiders directly, by sending an email to techinsiders@adobe.com.

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