8 - Installation and configuration checklist and health tests

  Written by The Jahia Team
 
Developers
Sysadmins
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The Marketing Factory and Unomi installation has some manual steps and can be error prone. The Jahia product team will improve these software to ease installation and updates over the next months, but in the meantime you can check that you correctly configured Marketing Factory and Unomi by doing the following tests:

Verify that visitors data can be sent to Unomi:

For each address defined as "Apache Unomi public URL" in the "Connection to Apache Unomi" 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 Unomi

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 respoding: Please review the apache configuration.

Verify that profiles can be updated from the Marketing Factory 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: Review section 3.2.5 of the installation guide and ensure that the information is correct

Verify that personalization using the countries, states, regions and city can be used

  1. Add a personalization on a random content, we'll call it "content1" 
  2. Add a second content variation, we'll call it "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 / region you're currently in
  7. Hit Save
If this is not working: It is very likely that the file "allCountries.zip" was not correctly loaded in Unomi. Please review section 4.3 of the installation guide 

Verify that the geolocation is working

To verify that the geolocation is working, you must first go through the 7 steps described above. 

  1. If the country selection is successful:
  2. Publish your personalization
  3. Go to live mode
  4. 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 

Verify that personalization using maps view can be used

  1. Add a personalization on another random content, we'll call it "contentA" 
  2. Add a second content variation, we'll call it "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. Hit 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  Marketing Factory => Settings => Connection to Apache Unomi 

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

Verify that DX user data is collected in Apache Unomi

  • Create a new DX User (from DX administration). For instance:

Login: jsmith

Password: jsmith00

First Name: john

Last Name: smith

  • Logout of DX
  • Login with jsmith / jsmith00 
  • Logout of DX
  • Login with your real user
  • Go to Marketing Factory => Audience => Visitors 
  • The visitor John smith should appear
  • Open this profile
  • Check that the first name and the last name in the profile are matching the ones that you set in DX. 
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. 

Verify 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 Marketing Factory => 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 Marketing Factory integration guide

Verify that profiles are consolidated across sessions

  1. Open a test browser (for instance I use Chrome to edit content, configuration and personalization and Firefox only in live mode to ensure that I can recreate conditions of new visitors) : clean all your cookies
  2. Open your website in live mode 
  3. Open the debug mode of your brower
  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 Marketing Factory => Settings + Connection to Apache Unomi are the same than the ones configured in Unopmi configuration files.  Such configuration is described in section 5 of the installation guide‚Äč

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