Verifying the install

November 14, 2023

You can verify that you correctly configured jExperience and jCustomer by performing the tests in this topic.

Verifying that visitors data can be sent to jCustomer

For each address defined as jCustomer public URL in Connection to jCustomer settings:

  • Copy and paste the address to your browser and add /context.json. For instance: https://unomi.jahia.com/context.json.
  • Check that some JSON is sent back (starting with {"profileId":" ..)  by jCustomer.

If your computer is on a VPN, you can try to reach the address from your phone to ensure that you're actually testing outside of your company network.

If no JSON is sent back or if the address is not responding: Please review the Apache configuration.

Verifying that profiles can be updated from the jExperience UI

In the Audience>Visitors panel, open any profile and update any property to a random value. Refresh the profile page and ensure that your change was saved. After, you can revert the change. 

If the profile is not updated, see jCustomer key and event security in Installing Elasticsearch, jCustomer, and jExperience and ensure that the information is correct.

Verifying that personalization using the countries, states, regions and cities can be used

To verify personalizations using countries, states, regions and cities:

  1. Add a personalization on a random content, for example "content1".
  2. Add a second content variation, for example "content2".
  3. Open the variant conditions, reorder the variants for content2 to be above content1.
  4. For content2, set the conditions to custom => Geographic => Geolocation by country.
  5. Select the country you're currently in.
  6. Select the state, province, or region you're currently in.
  7. Click Save.
If this is not working: It is very likely that the file "allCountries.zip" was not correctly loaded in jCustomer. Please review section 4.3 of the installation guide 

Verifying that the geolocation is working

To verify that the geolocation is working, perform the steps described above. If the country selection is successful:

  1. Publish your personalization.
  2. Go to Live mode.
  3. Verify that you see content2.

If you're on a VPN, you can either change the personalization condition to match your VPN location or test the personalization from your mobile.

If the personalization is not working:  It is very likely that the file MaxMind GeoIPLite2 was not loaded correctly. Please review section 4.2 of the installation guide 

Verifying that personalization using maps view can be used

To verify personalizations using the maps view:

  1. Add a personalization on another random content, for example "contentA".
  2. Add a second content variation, for example "contentB".
  3. Open the variant conditions, reorder the variants for contentB to be above content1.
  4. For content2, set the conditions to Custom>Geographic>Geolocation by point and click on "draw circle condition" below the map.
  5. Select the location where you're currently at.
  6. Click Save.
  7. Publish your personalization.
  8. Go to Live mode.
  9. Ensure that you see contentB.

If you don't see a map: It's very likely that the Google maps key is empty or wrong. Please check the value in  jExperience>Settings>Connection to jCustomer 

If the Google map API key is not configured well, the preview feature using geolocation selection on a map will also be broken

Verifying that Jahia user data is collected in jCustomer

To verify that Jahia user data is collected in jCustomer:

  1. Create a new Jahia User (from Jahia administration). For instance:

Login: jsmith

Password: jsmith00

First Name: john

Last Name: smith

  1. Logout of Jahia.
  2. Login with jsmith/jsmith00.
  3. Logout of Jahia.
  4. Login with your real user.
  5. Go to jExperience>Audience>Visitors. 
    The visitor John smith should appear
  6. Open this profile.
  7. Check that the first name and the last name in the profile are matching the ones that you set in Jahia. 
If the profile does not contain the first name and last name: Review section 3.2.5 of the installation guide and ensure that the information is correct. 

Verifying that internal searches are collected

If your website has a search form:

  1. In Live mode, type "test search" in your search form.
  2. Submit the form.
  3. Go to jExperience>Site Metrics>Internal Searches.
  4. Check that "test search" appears in the list.
If "test search" doesn't appear in the list, Review section 9 of the jExperience integration guide

Verifying that profiles are consolidated across sessions

To verify that profiles are consolidated across sessions:

  1. Open a test browser (for instance, use Chrome to edit content, configuration and personalization and Firefox only in live mode to ensure that you can recreate conditions of new visitors) : clean all your cookies.
  2. Open your website in live mode.
  3. Open the debug mode of your browser.
  4. Go to storage => cookies.
  5. Copy the value of "wem-profile-id".
  6. Close the test browser (really quit the application).
  7. Open the test browser again, with your website in live mode, in debug mode.
  8. Check that the value of "wem-profile-id"  is still the same
If the value of wem-profile-id is different: Verify that the cookie name and domain set in jExperience => Settings + Connection to jCustomer are the same than the ones configured in Unomi configuration files.  Such configuration is described in Configuring Apache and security settings​.

In any situation and especially if one of the test above is not successful, you can contact the Jahia support team. You can also review the Elasticsearch, jCustomer cluster setup that is the documentation about how our IT team installed and configured jCustomer on the jahia.com servers.