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Comprehensive Technical Tutorial for AEP
  • Comprehensive Technical Tutorial for Adobe Experience Platform
    • Architecture
    • Video Overview
  • 0 - Getting started
    • 0.0 Which environment do I use?
    • (Deprecated) Install the Chrome extension for the Experience League documentation
    • 0.1 Use Demo System Next to setup your Adobe Experience Platform Data Collection client property
    • 0.2 Create your Datastream
    • 0.3 Set up the website
    • 0.4 Set up the mobile app
    • 0.5 Ingest Data to AEP through the Website
    • 0.6 Ingest Data to AEP through the Mobile App
    • 0.7 Visualize your own Real-time Customer Profile - UI
    • 0.8 See your Real-time Customer Profile in action in the Call Center
    • 0.9 Set up and use the AEP API to visualize your Real-Time Customer Profile
    • 0.10 Install the Experience Platform Debugger Extension
    • 0.11 What if I want to demonstrate basic AEP concepts directly on a live website?
  • 1 - Adobe Experience Platform Data Collection and the Web SDK extension
    • 1.1 Understanding Adobe Experience Platform Data Collection
    • 1.2 Edge Network, Datastreams and Server Side Data Collection
    • 1.3 Introduction to Adobe Experience Platform Data Collection
    • 1.4 Client-side Web Data Collection
    • 1.5 Implement Adobe Analytics and Adobe Audience Manager
    • 1.6 Implement Adobe Target
    • 1.7 XDM Schema requirements in Adobe Experience Platform
    • Summary and Benefits
  • 2 - Data Ingestion
    • 2.1 Explore the Website
    • 2.2 Configure Schemas and Set Identifiers
    • 2.3 Configure Datasets
    • 2.4 Data Ingestion from Offline Sources
    • 2.5 Data Landing Zone
    • Summary and Benefits
  • 3 - Real-time Customer Profile
    • 3.1 Visit the website
    • 3.2 Visualize your own real-time customer profile - UI
    • 3.3 Visualize your own real-time customer profile - API
    • 3.4 Create a segment - UI
    • 3.5 Create a segment - API
    • 3.6 See your Real-time Customer Profile in action in the Call Center
    • Summary and benefits
  • 4 - Query Service
    • 4.0 Prerequisites
    • 4.1 Getting Started
    • 4.2 Using the Query Service
    • 4.3 Queries, queries, queries... and churn analysis
    • 4.4 Generate a dataset from a query
    • 4.5 Query Service and Power BI
    • 4.6 Query Service and Tableau
    • 4.7 Query Service API
    • Summary and benefits
  • 5 - Intelligent Services
    • 5.1 Customer AI - Data Preparation (Ingest)
    • 5.2 Customer AI - Create a New Instance (Configure)
    • 5.3 Customer AI - Scoring Dashboard and Segmentation (Predict & Take Action)
  • 6 - Real-time CDP - Build a segment and take action
    • 6.1 Create a segment
    • 6.2 Review how to configure DV360 Destination using Destinations
    • 6.3 Take Action: send your segment to DV360
    • 6.4 Take Action: send your segment to an S3-destination
    • 6.5 Take Action: send your segment to Adobe Target
    • 6.6 External Audiences
    • 6.7 Destinations SDK
    • Summary and benefits
  • 7 - Adobe Journey Optimizer: Orchestration
    • 7.1 Create your event
    • 7.2 Create your journey and email message
    • 7.3 Update your Data Collection property and test your journey
    • Summary and benefits
  • 8 - Adobe Journey Optimizer: External data sources and custom actions
    • 8.1 Define an event
    • 8.2 Define an external data source
    • 8.3 Define a custom action
    • 8.4 Create your journey and messages
    • 8.5 Trigger your journey
    • Summary and benefits
  • 9 - Adobe Journey Optimizer: Offer Decisioning
    • 9.1 Offer Decisioning 101
    • 9.2 Configure your offers and decision
    • 9.3 Prepare your Data Collection Client property and Web SDK setup for Offer Decisioning
    • 9.4 Combine Adobe Target and Offer Decisioning
    • 9.5 Use your decision in an email
    • 9.6 Test your decision using the API
    • Summary and benefits
  • 10 - Adobe Journey Optimizer: Event-based Journeys
    • 10.1 Configure an event-based journey - Order Confirmation
    • 10.2 Configure a batch-based newsletter journey
    • 10.3 Apply personalization in an email message
    • 10.4 Setup and use push notifications
    • 10.5 Create a business event journey
    • Summary and benefits
  • 11 - Customer Journey Analytics - Build a dashboard using Analysis Workspace on top of Adobe Experie
    • 11.1 Customer Journey Analytics 101
    • 11.2 Connect Adobe Experience Platform Data Sets in Customer Journey Analytics
    • 11.3 Create a Data View
    • 11.4 Data Preparation in Customer Journey Analytics
    • 11.5 Visualization using Customer Journey Analytics
    • Summary and benefits
  • 12 - Ingest & Analyze Google Analytics data in Adobe Experience Platform with the BigQuery Source Co
    • 12.1 Create your Google Cloud Platform Account
    • 12.2 Create your first query in BigQuery
    • 12.3 Connect GCP & BigQuery to Adobe Experience Platform
    • 12.4 Load data from BigQuery into Adobe Experience Platform
    • 12.5 Analyze Google Analytics Data using Customer Journey Analytics
    • Summary and benefits
  • 13 - Real-Time CDP: Segment Activation to Microsoft Azure Event Hub
    • 13.1 Configure your Microsoft Azure EventHub environment
    • 13.2 Configure your Azure Event Hub Destination in Adobe Experience Platform
    • 13.3 Create a segment
    • 13.4 Activate segment
    • 13.5 Create your Microsoft Azure Project
    • 13.6 End-to-end scenario
    • Summary and benefits
  • 14 - Real-Time CDP Connections: Event Forwarding
    • 14.1 Create a Data Collection Event Forwarding property
    • 14.2 Update your Datastream to make data available to your Data Collection Event Forwarding property
    • 14.3 Create and configure a custom webhook
    • 14.4 Create and configure a Google Cloud Function
    • 14.5 Forward events towards the AWS ecosystem
    • Summary and benefits
  • 15 - Stream data from Apache Kafka into Adobe Experience Platform
    • 15.1 Introduction to Apache Kafka
    • 15.2 Install and configure your Kafka cluster
    • 15.3 Configure HTTP API Streaming endpoint in Adobe Experience Platform
    • 15.4 Install and configure Kafka Connect and the Adobe Experience Platform Sink Connector
    • Summary and benefits
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  • Story
  • 2.3.1 - Create Datasets
  1. 2 - Data Ingestion

2.3 Configure Datasets

Foundation - Data Ingestion - Configure Datasets

Previous2.2 Configure Schemas and Set IdentifiersNext2.4 Data Ingestion from Offline Sources

Last updated 2 years ago

In this exercise, you'll configure the required datasets to capture and store profile information and customer behavior. Every dataset that you create in this will use one of the schemas that you built in the previous step.

Story

After defining what the answer to the questions Who is this customer? and What does this customer do? should look like, you now need to create a bucket that uses that information, to receive and validate data that was sent to Adobe Experience Platform.

2.3.1 - Create Datasets

You now need to create 2 datasets:

  • 1 dataset to capture the information that answers the Who is this customer? - question.

  • 1 dataset to capture the information that answers the What does this customer do? - question.

Log in to Adobe Experience Platform by going to this URL: https://experience.adobe.com/platform.

After logging in, you'll land on the homepage of Adobe Experience Platform.

Before you continue, you need to select a sandbox. The sandbox to select is named --module2sandbox--. You can do this by clicking the text Production Prod in the blue line on top of your screen. After selecting the appropriate sandbox, you'll see the screen change and now you're in your dedicated sandbox.

In Adobe Experience Platform, click on Datasets in the menu on the left side of your screen. You'll then see this:

Let's start by creating the dataset to capture the website registration information.

You should create a new dataset. To create a new dataset, click on the button + Create Dataset.

After clicking the + Create Dataset button, you'll see the following screen.

You have to define a dataset from the schema that you defined in the previous step. Click the Create Dataset from Schema - option.

In the next screen, you have to select the schema that you created in 1, --demoProfileLdap-- - Demo System - Profile Schema for Website.

After selecting the schema, click Next to continue.

Let's give a name to your dataset.

As the name for our dataset, use this:

--demoProfileLdap-- - Demo System - Profile Dataset for Website

As an example, for ldap vangeluw, this should be the name of the schema:

vangeluw - Demo System - Profile Dataset for Website

That should give you something like this:

Click Finish to finish your dataset configuration.

You'll now see this:

Go back to the Datasets overview. You'll now see the dataset you created pop up in the overview.

Next, you'll configure a second dataset to capture website interactions.

You should create a new dataset. To create a new dataset, click on the button + Create Dataset.

After clicking the + Create Dataset button, you'll see the following screen.

You have to define a dataset from the schema that you defined in the previous step. Click the Create Dataset from Schema - option.

In the next screen, you have to select the schema that you created in 2.2, --demoProfileLdap-- - Demo System - Event Schema for Website.

After selecting the schema, click Next to continue.

Let's give a name to your dataset.

As the name for our dataset, we'll use this:

--demoProfileLdap-- - Demo System - Event Dataset for Website

As an example, for ldap vangeluw, this should be the name of the schema:

vangeluw - Demo System - Event Dataset for Website

That should give you something like this:

Click Finish to finish your dataset configuration.

You'll then see this:

Go back to the Datasets overview screen.

You now have to enable your datasets to be part of Adobe Experience Platform's Real-time Customer Profile.

Open your dataset --demoProfileLdap-- - Demo System - Profile Dataset for Website by clicking it.

Locate the Profile toggle icon on the right side of the screen.

Click the Profile toggle to enable this dataset for Profile.

Click the Enable.

Your dataset is now enabled for Profile.

Go back to the datasets overview and open your dataset --demoProfileLdap-- - Demo System - Event Dataset for Website by clicking it.

Locate the Profile toggle icon on the right side of the screen.

Click the Profile toggle to enable Profile.

Click Enable].

Your dataset is now enabled for Profile.

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