Quick installation guide

  Written by The Jahia Team
 
Developers
Sysadmins
   Estimated reading time:

Introduction

 

You'll find below the necessary steps to have a Marketing Factory 1.8 running on a local instance.
The steps below do not cover any advanced configuration, security recommendations, information about clustering, etc.. Please refer to the configuration and fine tuning guide to find such information. 

1. Java

2. ElasticSearch

The ElasticSearch prerequisite can be found on this link : https://www.elastic.co/guide/en/elasticsearch/reference/current/setup.html

  1. Download ElasticSearch 5.6.3 
  2. Unzip to any folder
  3. Edit the file conf/elasticSearch.yml and modify property cluster.name in the to <defineYourClusterName> (i.e. cluster.name: myCluster)
  4. Start Elastic Search : 
    ./bin/elasticsearch

3. Apache Unomi

  1. Download the latest Jahia distribution of Apache Unomi
  2. Unzip to any folder
  3. Edit the file /etc/org.apache.unomi.persistence.elasticsearch.cfg and set the property cluster.name to <defineYourClusterName> (i.e cluster.name=myCluster)
  4. (Optional) Apache Unomi requires an IP database in order to resolve IP addresses to user location. The GeoLite2 database can be downloaded from MaxMind here : http://dev.maxmind.com/geoip/geoip2/geolite2/
    Simply download the GeoLite2-City.mmdb file into the “etc” directory.
  5. (Optional) Apache Unomi includes a geocoding service based on the geonames database that is used to create conditions on countries or cities.
    Get the “allCountries.zip” database from here : allCountries.zip Download it and put it in the “etc” directory, without unzipping it. Import can take about 15 minutes but will run in background.
  6. Start Unomi using :
    ./bin/karaf
  7. On the first start, you'll need to execute the following command : 
     unomi:start
     and wait for startup to complete. This step won't be necessary on the next server startups, the Unomi bundles (packages) will start automatically.
  8. Try accessing https://localhost:9443/cxs/cluster with username karaf and password karaf . You might get a certificate warning in your browser, just accept it despite the warning it is safe.
  9. You can try accessing https://localhost:9443/cxs to check the available Unomi services.

4. Marketing Factory modules

 If your server doesn't have access to internet, please download the modules from the following address : https://store.jahia.com/contents/modules-repository/packages/MarketingFactory.html 

Follow the steps below if the server on which your Digital Experience Manager - Enterprise Distribution ONLY - is running can access the Internet :

  1. Prior to start the installation in itself, please change your license : License.xml (xml file) 30 days trial license, copy the license in <Java-Installation>/digital-factory-config/jahia/ folder and restart Digital Experience Manager
  2. Go to the Module Management interface of a running Jahia Digital Experience Manager (Enterprise Distribution) instance
  3. Click on "Available modules" and type "Marketing" in the search box
  4. Enable Marketing Factory core on your website

modules-marketing-factory-enterprise.png

Select the "Enterprise Marketing Factory" Package and click on "Download"

5. Marketing Factory settings

Parameter Value
Secure address https://localhost:9443
login karaf
password karaf
Trust any SSL certificate  checked
Google map key
(The key not required)

<setyourownkey-or-get-one-here-https://developers.google.com/maps/documentation/javascript/get-api-key>

Unomi key
required
The Unomi key that is stored in Unomi's etc/org.apache.unomi.thirdparty.cfg file. You can use the default key for testing purposes, but in production please refer to the complete installation guide for information on how to generate your own custom key.
  1. In DX edit mode, go to Site Settings, Marketing Factory menu and hit "save" using the default values. As an alternative, you can use  the following parameters
You are now all set and can add AB Tests and personalizations to your website.