1. Import the ZIP File into Your Instance in Dev Studio:
- In Dev Studio, navigate to Configure > Application > Distribution > Import.
- Upload the ZIP file.
- Follow the import wizard to complete the process.
2. Enable Adobe Segment Membership Components:
- Enable the components for Adobe Segment Membership (version 01.03.01) and Segment Membership (version 01.02.01).
- If older versions of these components exist, disable them.
- Save your implementation application.
3. Update the Access Group:
- Open PegaNBAM:Agents Access Group and update the application to set it as your implementation application.
4.Create a New Real-time Data Flow for the Segment Membership Rule:
- In the header of Dev Studio, go to Configure > Decisioning > Data Flows > Real-time processing.
- Click New.
- In the Applies to field, enter or select PegaCDH-Int-SegmentMembership-Event.
- In the Data flow field, enter or select SegmentMembershipStreamDataFlow.
- Click Run in the upper-right corner.
5. Create OAuth 2.0 Client Credentials:
- In the navigation pane of Dev Studio, click Create > Security > OAuth 2.0 Client Registration.
- In the short description field, enter Adobe Segment Membership Credentials.
- In the Client Name field, enter Adobe.
- Click Create and Open.
- Select Client credentials as the supported grant type.
- For Set operator context using, choose Access group.
- In the Access group field, enter or select PegaNBAM:Agents.
- Click View & download to download the Client ID, Client secret, and Access token endpoint URL.
- Click Save.
6. Add Data Sets in Customer Profile Designer:
- In the upper-right corner of the Pega Customer Decision Hub portal, click Reports > Customer Profile Designer.
- Add the Segment Membership and SegmentMembershipRanked Data Sets in the Profile Data Sources, associating both with your specific customer context.
Adding Data Sets as Profile Data Sources:
1. In the Customer Decision Hub portal, navigate to Data > Profile Data Sources.
2. In the upper-right corner of the Profile Data Sources page, click Add > Data Set.
3. In the Add data set window, ensure the Select existing data set radio button is selected, then click Next.
4. Choose the desired Data Set from the list to add to profile data sources, then click Add.
(Note: The Data Set may read data from a static source like a database table, while Streaming Data Sets such as Kafka, Kinesis, Pub/Sub, or Stream Data Sets fall under event data.)
--TEAM ENIGMA
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