IBM Unica NetInsight: Administrator`s Guide
Transcription
IBM Unica NetInsight: Administrator`s Guide
IBM Unica NetInsight Version 8 Release 5.2 November 11, 2011 Administrator's Guide Note Before using this information and the product it supports, read the information in “Notices” on page 365. This edition applies to version 8, release 5, modification 2 of IBM Unica NetInsight (product number 5725-D17) and to all subsequent releases and modifications until otherwise indicated in new editions. © Copyright IBM Corporation 1996, 2011. US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. Contents Chapter 1. Contacting IBM Unica technical support. . . . . . . . . . . 1 Chapter 2. Introduction to IBM Unica NetInsight . . . . . . . . . . . . . . 3 About data collection methods The stages of Web site tracking About NetInsight reports . . About profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 4 4 8 Chapter 3. Connecting to and using the NetInsight Interface . . . . . . . . . . 9 To log on to NetInsight . . . . . . . . . . . 9 To connect to other IBM applications from NetInsight 9 To change your user password in NetInsight . . . 9 To change your user password in Marketing Platform . . . . . . . . . . . . . . . 10 About the NetInsight interface . . . . . . . . 10 About the Profile Manager screen . . . . . . 10 About the Profile screen . . . . . . . . . 12 To set the default profile . . . . . . . . . 16 About the geographic report interface . . . . 17 About using the NetInsight Homepage . . . . . 18 To view a profile as an authenticated user . . . 18 About using NetInsight documentation as an authenticated user . . . . . . . . . . . 18 About the NetInsight Homepage . . . . . . 18 To change your default view and reporting mode for a profile . . . . . . . . . . . . . 19 Chapter 4. Creating and configuring profiles . . . . . . . . . . . . . . 21 About database connections . . . . . . . . . To configure a database connection . . . . . Example database connection XML . . . . . About deleting profile data . . . . . . . . . To delete profile's data. . . . . . . . . . To update a profile's data. . . . . . . . . To create a profile . . . . . . . . . . . . To create a profile to analyze logs from clustered servers . . . . . . . . . . . . . . . To create a profile from a copy . . . . . . . To edit a profile's options . . . . . . . . . To delete a profile . . . . . . . . . . . About general profile options . . . . . . . About locale options . . . . . . . . . . About page tags . . . . . . . . . . . . Restricting access to profiles . . . . . . . . . To restrict access to profile functions by password . . . . . . . . . . . . . . About filtering profiles . . . . . . . . . . To filter profiles . . . . . . . . . . . . About profile filter options . . . . . . . . © Copyright IBM Corp. 1996, 2011 21 21 21 22 22 23 23 24 25 25 25 26 27 30 32 34 35 35 36 Chapter 5. Importing log files . . . . . 37 To add clustered log files to a profile . . . . . To define a custom log file format . . . . . . About fields in custom log format definitions . About dates in custom log format definitions . About tab-delimited fields in custom log format definitions . . . . . . . . . . . . . About log files on FTP servers . . . . . . . To specify the date format of your log files . . . To process only data for the configured site . . To select a time zone for a new profile . . . . To stop conversion of dates and times in W3C log files . . . . . . . . . . . . . . . . . . . . 37 39 39 41 . . . . . 43 43 43 44 44 . 45 Chapter 6. Working with page tags. . . 47 When to use page tagging . . . . . . . . . How page tagging works . . . . . . . . . Basic page tagging data, dimensions, and metrics About the page tag image query string . . . . Page tagging options settings in NetInsight. . . Planning your tags . . . . . . . . . . . Basic page tagging deployment checklist . . . . About the page tags package . . . . . . . To deploy the page tag image . . . . . . . To edit and deploy the page tag script . . . . To tag your site pages . . . . . . . . . . Verifying that the page tags are working . . . To enable page tags. . . . . . . . . . . What to do when JavaScript is disabled . . . . Using page tagging with secure pages . . . . To normalize query string parameter values . . Adding dimensions to tags . . . . . . . . . Default dimensions . . . . . . . . . . . Standard dimensions NetInsight recognizes automatically . . . . . . . . . . . . . About using custom dimensions . . . . . . Adding a dimension to a tag . . . . . . . Including cookie data in page tag requests . . . . About visitor identification cookies . . . . . To capture data from additional cookies . . . . Tagging events . . . . . . . . . . . . . About event tagging . . . . . . . . . . Tracking an event as a page view . . . . . . Ensuring link and submit page tag requests are submitted before the page unloads . . . . . To tag JavaScript or AJAX events . . . . . . To tag events in Flash 8 or greater . . . . . . Flash page tagging examples . . . . . . . Marking link tags as links to an external site . . Sending visit-level data when an event occurs . . Tagging retail activity . . . . . . . . . . . Tagging product views . . . . . . . . . Tagging additions to a shopping cart . . . . . Tagging removals from a shopping cart . . . . Tagging the checkout process . . . . . . . 47 47 48 49 49 50 50 51 51 51 52 52 52 53 53 54 54 54 55 57 58 60 60 60 61 61 61 62 62 63 64 65 65 65 66 67 67 68 iii Retail page tag parameters summary . Retail metrics . . . . . . . . . Tagging applications and widgets . . . Anatomy of a direct tag . . . . . Best practices for direct tags . . . . About the lc parameter . . . . . When NOT to pass the lc parameter . Where to place your direct tags. . . Minimizing the number of tags . . . Page tag reference . . . . . . . . About required variables . . . . . About optional global variables. . . About page-specific variables . . . ntptAddPair . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 69 70 70 71 71 71 71 72 72 72 73 76 77 Chapter 7. Configuring reporting options . . . . . . . . . . . . . . 81 About auto-updating . . . . . . . . . . . To specify which reports auto-update. . . . . About custom metrics . . . . . . . . . . . To create a custom filtered metric . . . . . . To create a multiple input custom metric . . . To edit a custom filtered metric. . . . . . . To edit a multiple input custom metric . . . . To delete a custom metric . . . . . . . . About the data model . . . . . . . . . . . About extending the data model . . . . . . To add a data model extension package . . . . About deleting or editing data model extension packages . . . . . . . . . . . . . . About filter groups . . . . . . . . . . . . To create a filter group . . . . . . . . . To edit a filter group . . . . . . . . . . To edit filters for a filter group . . . . . . . To delete a filter group . . . . . . . . . About the NetInsight geographic database . . . . To configure a profile to use the geographic database . . . . . . . . . . . . . . About integrations . . . . . . . . . . . . To configure a profile to use an integration module . . . . . . . . . . . . . . . To edit an integration module . . . . . . . To delete an integration module . . . . . . Paid search integration fields . . . . . . . Marketing attribution integration fields . . . . Mobile analytics integration fields . . . . . . Privileges for integrations . . . . . . . . About report generation options . . . . . . . About aggregate data . . . . . . . . . . To edit dates for which reports are pre-calculated To edit dates for which aggregate data is generated . . . . . . . . . . . . . . About reportable dimensions . . . . . . . . To change reportable dimensions . . . . . . About data samples . . . . . . . . . . . To specify the sample size . . . . . . . . Permissions for sampling features . . . . . . 81 81 82 82 83 84 86 87 87 88 88 88 88 88 89 90 91 91 91 92 92 92 93 93 93 94 94 94 94 95 95 96 96 96 98 98 Chapter 8. Creating reports . . . . . . 99 To create a standard report . iv . . . . . IBM Unica NetInsight: Administrator's Guide . . . 99 To create a trend report . . . . . . . . . . To create a Path Summary between two specific pages . . . . . . . . . . . . . . . . To create a Path Summary from a specific page To create a Path Summary to a specific page About A/B reports . . . . . . . . . . . To create an A/B report through the Discovery Panel . . . . . . . . . . . . . . . To create an A/B report using the Custom Report Wizard . . . . . . . . . . . . About scenario reports . . . . . . . . . . To create a scenario report . . . . . . . . About crosstab reports . . . . . . . . . . To create a crosstab report . . . . . . . . About time frames. . . . . . . . . . . . To specify a relative or fixed time frame using a date filter . . . . . . . . . . . . . . About period-to-date reports . . . . . . . . To create a period-to-date report . . . . . . About dimensions . . . . . . . . . . . . To specify dimensions for a report in the Custom Report Wizard . . . . . . . . . About metrics . . . . . . . . . . . . . To add a metric through the Discovery Panel To specify metrics for a report in the Custom Report Wizard . . . . . . . . . . . . About comparative reports . . . . . . . . . To create a comparative report from the Reports tab . . . . . . . . . . . . . . . . To create a comparative report: one-click option To create a comparative report using the Custom Report Wizard . . . . . . . . . Calendar filter options . . . . . . . . . To edit a report using the Report Summary page 100 100 101 103 104 106 107 108 110 111 112 112 113 113 114 114 114 114 115 115 116 116 116 117 117 118 Chapter 9. Archiving, emailing, and exporting reports . . . . . . . . . . 119 To archive a report . . . . . . . . . . To view archived reports . . . . . . . . To remove archived reports. . . . . . . . About emailing reports . . . . . . . . . To email a report . . . . . . . . . . To create an email task . . . . . . . . About scheduling email tasks and email alerts To export a report as a file . . . . . . . . About portlets . . . . . . . . . . . . To export a report as a portlet . . . . . . About group selections . . . . . . . . . To open or close the Selected Groups panel . To add groups to a group selection . . . . To modify a group selection . . . . . . To save a group selection . . . . . . . To use a group selection in Campaign . . . . . . . . . . . . . . . . . . 119 119 119 120 120 121 128 129 130 131 131 132 133 134 134 135 Chapter 10. Analyzing content . . . . 137 About analyzing banner ads . . . . . . . About moving ntadtrack.cgi or ntadtrack.exe to a CGI-accessible directory . . . . . . . To redirect all banner ads . . . . . . . To configure banner ad options . . . . . . 137 . 137 . 137 . 138 Analyzing content groups . . . . . . . . . To create a content group . . . . . . . . About determining the content group for files that fit multiple groups . . . . . . . . . About specifying directory indexes . . . . . . To add a directory index . . . . . . . . About analyzing links . . . . . . . . . . About analyzing links using a redirect program About moving ntlinktrack to a CGI-accessible directory . . . . . . . . . . . . . . To redirect all external links . . . . . . . About analyzing links using page tags . . . . About enabling the link summary . . . . . To configure link options . . . . . . . . About analyzing local keywords . . . . . . . To configure local keyword options . . . . . To include specific redirection scripts in the reports 139 139 140 140 140 141 141 141 141 142 142 142 143 143 144 Chapter 11. Analyzing dynamic content . . . . . . . . . . . . . . 145 To configure NetInsight to use a data conduit . About dynamic pages . . . . . . . . . To add dynamic pages . . . . . . . . To delete a dynamic page . . . . . . . To edit a dynamic page filter . . . . . . Analyzing events . . . . . . . . . . . Configuring NetInsight to track events . . . To define an event title . . . . . . . . To edit an event title . . . . . . . . . To delete an event title . . . . . . . . About parameters . . . . . . . . . . . About parameter types . . . . . . . . To define a parameter . . . . . . . . To delete a parameter . . . . . . . . To edit a parameter . . . . . . . . . About replacing or deleting characters in URLs . To replace or delete characters in the URLs in your reports . . . . . . . . . . . . To delete a search and replace rule . . . . To edit a search and replace rule . . . . . Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146 147 147 148 148 148 148 148 149 149 149 150 153 155 155 155 . . . . 157 158 159 159 Chapter 12. Analyzing marketing efforts . . . . . . . . . . . . . . 161 About campaigns . . . . . . . . . . . About dynamic and static campaigns . . . About campaign channels . . . . . . . About campaign segments . . . . . . . About entry pages for campaign segments . To create a campaign in NetInsight . . . . To specify campaign channels . . . . . . To specify campaign segments. . . . . . To specify entry pages . . . . . . . . About paid search data . . . . . . . . . To analyze paid search data without the integration module . . . . . . . . . Creating paid search campaigns to analyze in NetInsight . . . . . . . . . . . . Creating a paid search campaign in NetInsight Attributing conversion credit to campaigns . . . . . . . . . . . 161 161 164 165 165 167 167 168 169 169 . 170 . 170 171 . 171 About analyzing keywords . . . . . . . . . About character sets and keywords . . . . . To create a keywords parsing rule . . . . . To specify keyword parameters for a keyword rule . . . . . . . . . . . . . . . To specify referrers for a rule . . . . . . . To specify an excluded URL for a keyword rule To specify a character set parameter for the keyword rule . . . . . . . . . . . . Keyword parsing example . . . . . . . . About analyzing referrers . . . . . . . . . To create a referrer group . . . . . . . . To add referrers to a referrer group . . . . . Determining the group for referrers that fit multiple groups . . . . . . . . . . . About analyzing visits from indexing agents . . . To classify a host, user agent, or referrer as a robot or spider . . . . . . . . . . . . To add visitors to a robot/spider group . . . Determining the group for visitors that fit multiple groups . . . . . . . . . . . About visit cost . . . . . . . . . . . . About collecting visit cost data . . . . . . About including visit cost data in NetInsight reports . . . . . . . . . . . . . . 175 175 175 176 176 177 177 178 178 178 179 179 179 179 180 180 180 180 181 Chapter 13. Analyzing page titles . . . 183 About resolving page titles . . . . . . . . . To resolve page titles . . . . . . . . . . To resolve page titles through a proxy server To edit page title mappings. . . . . . . . . To limit the pages whose titles NetInsight should resolve . . . . . . . . . . . . . . . To add pages whose titles NetInsight should not resolve . . . . . . . . . . . . . . . About adding security realms . . . . . . . . To create a security realm . . . . . . . . About determining the security realm for pages that fit multiple realms . . . . . . . . . Chapter 14. Analyzing retail activity How NetInsight gathers retail data . What retail data NetInsight can gather About retail reports . . . . . . About enabling retail reports . . . . . . . . . . . . . . 183 183 184 184 185 185 186 186 186 187 . . . . . . . . 187 187 187 187 Chapter 15. Analyzing visitors or users . . . . . . . . . . . . . . . 189 About analyzing visitors by browser . . . . To create a browser . . . . . . . . . To add user agents to a browser . . . . . About determining the browser for user agents that fit multiple browsers . . . . . . . About analyzing visitors by department . . . To create a department . . . . . . . . To add hosts and users to a department . . About determining the department for hosts and users that fit multiple departments. . . About analyzing visitors by host . . . . . . To create a host group . . . . . . . . . 189 . 189 . 189 . . . . 190 190 190 191 . 191 . 191 . 191 Contents v To add hosts to a host group . . . . . . . About determining the host group for hosts that fit multiple groups . . . . . . . . . . About analyzing visitors by platform . . . . . To create a platform . . . . . . . . . . To add user agents to a platform . . . . . . About determining the platform for user agents that fit multiple platforms . . . . . . . . To change the number of minutes between visits To specify an opt-out cookie value . . . . . . To disable implied repeat visitor based on the existence of a cookie . . . . . . . . . . . To use the sessionization parameter value for visitor identification . . . . . . . . . . . To change how NetInsight sessionizes traffic . . . About using visitor identification cookies . . . . Analyzing visitor profiles . . . . . . . . . To create a visitor profile . . . . . . . . About changing the order of visitor profiles . . Accessing data from mobile applications . . . . Requirements for mobile analytics integration About the mobile analytics profile . . . . . Mobile analytics reports . . . . . . . . . Mobile analytics metrics and dimensions . . . 192 192 192 193 193 194 194 194 195 195 196 197 197 198 198 198 199 199 200 200 Chapter 16. Configuring IBM Unica NetInsight options . . . . . . . . . 203 About database sessions . . . . . . . . . About Inbox administration . . . . . . . Inbox command-line options . . . . . . About database sessions . . . . . . . . . About custom log file formats . . . . . . About environment variables . . . . . . About NetInsight email options . . . . . About locale options . . . . . . . . . About IBM options . . . . . . . . . About DNS options . . . . . . . . . About proxy servers . . . . . . . . . About authentication options . . . . . . About Marketing Platform authentication . . About restricting access to the Profile Manager About roles . . . . . . . . . . . . About user managers. . . . . . . . . About user configuration . . . . . . . To specify database sessions . . . . . . . To define a custom log file format . . . . To add an environment variable . . . . . To edit an environment variable . . . . . To delete an environment variable . . . . To change the time format . . . . . . . To change the date format . . . . . . . To change the character set . . . . . . . To change the language used . . . . . . Inbox options . . . . . . . . . . . To modify IBM options . . . . . . . . . To specify DNS options . . . . . . . . To modify NetInsight email options . . . . To specify the internal database as the authentication method . . . . . . . . . To specify the Marketing Platform as the authentication method . . . . . . . . vi IBM Unica NetInsight: Administrator's Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203 203 203 204 204 204 205 205 205 205 206 206 206 207 207 208 209 209 209 209 210 210 210 211 211 211 212 212 212 213 . 213 . 214 To specify LDAP as the authentication method To specify the Web Server as the authentication method . . . . . . . . . . . . . To create a role . . . . . . . . . . . . Role options . . . . . . . . . . . . To copy a role . . . . . . . . . . . To assign or edit privileges for a role . . . To edit a role . . . . . . . . . . . To delete a role . . . . . . . . . . . To create a user manager role . . . . . . To create a user. . . . . . . . . . . To modify a user . . . . . . . . . . To specify a user's profile settings . . . . To delete a user . . . . . . . . . . Tracking changes to user accounts . . . . About profile views . . . . . . . . . . About dimension lists . . . . . . . . About filter lists . . . . . . . . . . About metric lists . . . . . . . . . . About the profile default role, view, and reporting mode. . . . . . . . . . . About role default view settings . . . . . To create a profile view . . . . . . . . . To edit a profile view. . . . . . . . . To copy a profile view . . . . . . . . To delete a profile view . . . . . . . . To change to another profile view . . . . About accessing a profile view through a URL To set the default role, view, and reporting mode for a profile . . . . . . . . . . . . . To set a new role default view. . . . . . To edit a role default view setting . . . . To delete a role default view setting . . . . To create a report list . . . . . . . . . . To edit a report list . . . . . . . . . To copy a report list . . . . . . . . . To manage folders for a report list . . . . To delete a report list . . . . . . . . . To create a dimension list . . . . . . . . To edit a dimension list . . . . . . . . To copy a dimension list. . . . . . . . To manage groups for a dimension list . . . To delete a dimension list . . . . . . . To create a filter list . . . . . . . . . . To edit a filter list . . . . . . . . . . To copy a filter list . . . . . . . . . To manage groups for a filter list . . . . . To delete a filter list . . . . . . . . . To create a metric list . . . . . . . . . . To edit a metric list . . . . . . . . . To copy a metric list . . . . . . . . . To manage groups for a metric list . . . . To delete a metric list. . . . . . . . . About default profile options . . . . . . . To set profile defaults . . . . . . . . . To upgrade your license . . . . . . . . To back up and restore NetInsight data. . . To move NetInsight to another computer . . To move NetInsight to another computer without reimporting log file data . . . . . About NetInsight system logs . . . . . . . 214 . . . . . . . . . . . . . . . . . 215 215 216 217 217 218 218 218 219 220 221 221 221 222 223 223 223 . . . . . . . 223 224 224 224 225 225 225 226 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226 226 227 227 227 228 228 228 229 229 230 230 231 231 231 232 232 233 233 233 234 234 235 235 235 235 236 236 236 . 237 . 237 To configure NetInsight system logs . About the NetInsight process log . . . . . . . . . 238 . 239 Chapter 17. Working with data conduits . . . . . . . . . . . . . 241 About deploying a data conduit . . . . . . . About lookups versus rewrites . . . . . . . To install the data conduit on Windows . . . . To install the data conduit on UNIX . . . . . . To set environment variables . . . . . . . . About the data conduit configuration file . . . . To use the APITest utility . . . . . . . . . APITest command-line examples . . . . . . To configure NetInsight to use a data conduit for rewrites and lookups . . . . . . . . . . . To configure NetInsight to use a data conduit for user authentication . . . . . . . . . To configure NetInsight to use a data conduit for user information . . . . . . . . . . Example: How to configure a parameter lookup To regenerate summaries for a profile . . . . Example: How to configure a cookie lookup . . About data conduit directives . . . . . . . . Database and directory server connection string directives . . . . . . . . . . . . . . About the clip, cookie, host, user, and visitor lookup directives . . . . . . . . . . . About parameter lookup directives . . . . . About department lookup directives. . . . . About page title lookup directives . . . . . About product directives . . . . . . . . About rewrite directives . . . . . . . . . User information directive . . . . . . . . User authentication directives . . . . . . . Debug directive . . . . . . . . . . . Unloadme directive . . . . . . . . . . 241 242 242 242 242 243 244 245 246 247 247 248 251 251 253 253 254 256 257 258 258 259 260 260 261 262 Chapter 18. IBM Unica Web Server Plug-ins. . . . . . . . . . . . . . 263 To install the IBM Unica Web Server Plug-in Apache on UNIX . . . . . . . . . To install the IBM Unica Web Server Plug-in Apache on Windows . . . . . . . . Advanced configuration directives . . . for . . for . . . . . 263 . 263 . 264 Chapter 19. Working with user-defined processes . . . . . . . . . . . . . 265 How NetInsight runs user-defined processes . . To configure NetInsight to run a user-defined process . . . . . . . . . . . . . . About the <userdefinedprocesses> and <process> elements . . . . . . . . . . . . . . Creating generic processes for multiple profiles . User-defined process examples . . . . . . User-defined processes and database permissions . 265 . 265 . 266 . 266 . 267 268 Chapter 20. Using regular expressions with NetInsight. . . . . . . . . . . 269 Basics of regular expressions . . . . . . . . 269 Metacharacters . . . . Metacharacter examples . Special characters . . . Special character examples Combining metacharacters Using regular expressions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269 270 271 272 272 272 Chapter 21. NetInsight command-line options . . . . . . . . . . . . . . 275 About regular expressions with command-line options . . . . . . . . . . . . . . -abort . . . . . . . . . . . . . . . -addreport filename [-title newtitle] [-rptlist listname] [-rptfolder foldername] . . . . . -alert . . . . . . . . . . . . . . -alerttask alertname . . . . . . . . . -archive YYYYMM . . . . . . . . . -archive YYYYMM,YYYYMM . . . . . . -checkdb . . . . . . . . . . . . . -clear . . . . . . . . . . . . . . -compactdb filename . . . . . . . . . -email . . . . . . . . . . . . . . -emailtask taskname . . . . . . . . . -expiretitles . . . . . . . . . . . . -forget log_filename . . . . . . . . . -import . . . . . . . . . . . . . -module . . . . . . . . . . . . . -quiet . . . . . . . . . . . . . . -reagg . . . . . . . . . . . . . . -reanalyze . . . . . . . . . . . . -recalc . . . . . . . . . . . . . . -recipients list . . . . . . . . . . . -regen . . . . . . . . . . . . . . -reindex . . . . . . . . . . . . . -reindex-missing . . . . . . . . . . -remove YYYYMM or YYYYMMDD . . . . -remove YYYYMM,YYYYMM . . . . . . -remove resume . . . . . . . . . . -reports . . . . . . . . . . . . . -reprofile . . . . . . . . . . . . . -resample. . . . . . . . . . . . . -reseed seed_number . . . . . . . . . -resolvetitles . . . . . . . . . . . . -samplecalc entity number . . . . . . . -update . . . . . . . . . . . . . -add . . . . . . . . . . . . . . . -addlang pathname_for_language_pack. . . -adduser user_name [-email emailaddress] [-fullname fullname] [-password password] [-role role] [-reportingmode reportingmode] . -assignuser user_name short_profile_name {[-role role_name] | [-view view_name]} . . -changeuser user_name [-email emailaddress] [-fullname fullname] [-password password] [-role role] [-reportingmode reportingmode] . -clear . . . . . . . . . . . . . . -dbpasswd . . . . . . . . . . . . -delete short_profile_name . . . . . . . -deleteuser user_name . . . . . . . . -dir dir . . . . . . . . . . . . . -list or -list %regex . . . . . . . . . Contents . 275 . 275 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 276 276 276 277 277 277 278 278 278 279 279 279 280 280 281 281 282 282 283 283 283 284 284 284 284 285 285 285 286 286 286 286 287 289 . 289 . 290 . . . . . . . 290 291 292 292 292 292 293 vii -listroles . . . . . . . . . . . -listusers short_profile_name [-explicit] . -quiet . . . . . . . . . . . . -roleinfo role_name . . . . . . . -userinfo user_name [-explicit]. . . . . . . . . . . . . . . . . . . 293 293 293 293 294 Chapter 22. NetInsight configuration files . . . . . . . . . . . . . . . 295 About the NetInsight configuration activationkey . . . . . . adminbutton . . . . . . adminemail . . . . . . . authentication . . . . . . backgrounddrilldowns . . . cachesize . . . . . . . . cgidir . . . . . . . . . cgiextension . . . . . . . cgiurl . . . . . . . . . checkpointmegs . . . . . database . . . . . . . . datastoredir . . . . . . . dbconnect . . . . . . . dbpassword . . . . . . . dbsessionoptions . . . . . dnsserver. . . . . . . . disablehtmlwithlinks . . . . email . . . . . . . . . envvars . . . . . . . . helpurl . . . . . . . . homepagebutton . . . . . htmldir . . . . . . . . htmlurl . . . . . . . . httpproxy . . . . . . . indextablespace. . . . . . license. . . . . . . . . locale . . . . . . . . . logbrowsing . . . . . . . logformats . . . . . . . loginexpiration . . . . . . mailfrom . . . . . . . . mailserver . . . . . . . maxcache. . . . . . . . maxcompletedperuser . . . maxdnsrequests . . . . . maxqueuedlines . . . . . maxrunningglobal . . . . . maxrunningperuser . . . . method . . . . . . . . network . . . . . . . . pagesize . . . . . . . . passiveftp . . . . . . . pathsep . . . . . . . . platform . . . . . . . . plugin . . . . . . . . . processlog element . . . . progdir . . . . . . . . reportinbox . . . . . . . reportlimits . . . . . . . reportsduringimport . . . . reportsduringupdate . . . . restrictprofilemanager . . . viii file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . IBM Unica NetInsight: Administrator's Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 295 295 296 296 296 296 296 297 297 297 297 297 298 298 299 299 299 299 300 300 301 301 301 301 301 302 302 302 303 303 303 303 304 304 305 305 305 305 306 306 306 306 307 307 307 307 308 308 308 308 309 309 309 resultsetretention . . . . . . runreportscheduler . . . . . secure . . . . . . . . . . serialnumber . . . . . . . source . . . . . . . . . . syncmode . . . . . . . . tempstore. . . . . . . . . tempstoredir. . . . . . . . titleresolutiontimeout . . . . . About the global profile configuration aggdeffile. . . . . . . . . aggsrequired . . . . . . . bannerads . . . . . . . . browsers . . . . . . . . . campaigns . . . . . . . . casesensitivepages . . . . . . casesensitiveusernames . . . . connection . . . . . . . . contentgroups . . . . . . . converttimes. . . . . . . . cookielookup . . . . . . . custommetrics . . . . . . . dashboardsize . . . . . . . daterange . . . . . . . . defaults . . . . . . . . . departments . . . . . . . . dimensionlists . . . . . . . dimensionsfile . . . . . . . dirindexes . . . . . . . . dmpackages . . . . . . . . donotconverttimes. . . . . . dynamicpages . . . . . . . element . . . . . . . . . emailalerts . . . . . . . . emailtasks . . . . . . . . entity . . . . . . . . . . excludedagents . . . . . . . excludedhosts . . . . . . . excludedpages . . . . . . . excludedparametervalues . . . excludedusers . . . . . . . filtergroups . . . . . . . . filterinstances . . . . . . . filterlists . . . . . . . . . ftpdebug . . . . . . . . . hidelinks . . . . . . . . . hostgroups . . . . . . . . hostlookup . . . . . . . . ignoredfields . . . . . . . includedagents . . . . . . . includedhosts . . . . . . . includedpages . . . . . . . includedparametervalues . . . includedusers . . . . . . . keywordrules . . . . . . . levels . . . . . . . . . . linklength . . . . . . . . locale . . . . . . . . . . localkeywords . . . . . . . logs . . . . . . . . . . maildebug . . . . . . . . . . . . . . . . . . . . . . . . . . file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 310 310 310 310 311 311 311 311 312 312 312 312 312 313 313 314 314 314 315 315 315 316 317 317 318 318 319 320 320 320 321 321 321 322 323 325 326 326 326 327 327 327 328 333 335 335 335 336 336 337 337 337 337 338 338 339 339 340 340 340 341 maxpathlength . . . . . member . . . . . . . metriclists . . . . . . metricsfile . . . . . . module . . . . . . . modules . . . . . . . nodefaultautoupdate . . . nodefaultautoupdatefull . . nodefaultautoupdatesample noimportreindex . . . . nonreportabledimensions . notableanalysis . . . . . ntadtrack . . . . . . . ntdi . . . . . . . . ntlinktrack . . . . . . outdefext . . . . . . . parameters . . . . . . password . . . . . . . platforms . . . . . . . precalcdates . . . . . . redirectscripts . . . . . referrergroups . . . . . reportlists . . . . . . resolvehosts . . . . . . referrergroups . . . . . resolvetitles . . . . . . retrievebatchsize . . . . roledefaults . . . . . . rows . . . . . . . . sampling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 341 342 342 343 343 344 344 345 345 345 345 346 346 346 347 347 347 348 349 349 350 350 350 352 352 352 352 353 353 353 schemafile . . securityrealms . seed . . . . segment . . . servers . . . sessionization . siteurl . . . . spiders . . . summarysize . tagimages . . title. . . . . titlelength . . titles . . . . unexcludedpages unresolvedtitles url . . . . . urlsearchrules . user . . . . userlookup . . variablesfile . . viewlist . . . virtual . . . . visitorlookup . visitorprofiles . visitthreshold . writebatchsize . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 353 354 354 354 355 356 356 357 357 357 358 358 358 359 359 359 360 360 361 361 361 363 363 363 364 364 Notices . . . . . . . . . . . . . . 365 Trademarks . . . . . . . . . . . . . Contents . 367 ix x IBM Unica NetInsight: Administrator's Guide Chapter 1. Contacting IBM Unica technical support If you encounter a problem that you cannot resolve by consulting the documentation, your company’s designated support contact can log a call with IBM® Unica® technical support. Use the information in this section to ensure that your problem is resolved efficiently and successfully. If you are not a designated support contact at your company, contact your IBM Unica administrator for information. Information to gather Before you contact IBM Unica technical support, gather the following information: v A brief description of the nature of your issue. v Detailed error messages you see when the issue occurs. v Detailed steps to reproduce the issue. v Related log files, session files, configuration files, and data files. v Information about your product and system environment, which you can obtain as described in "System information." System information When you call IBM Unica technical support, you might be asked to provide information about your environment. If your problem does not prevent you from logging in, much of this information is available on the About page, which provides information about your installed IBM Unica applications. You can access the About page by selecting Help > About. If the About page is not accessible, you can obtain the version number of any IBM Unica application by viewing the version.txt file located under the installation directory for each application. If the version.txt file is not available, use the command NetTracker admin -buildinfo to obtain the version information. Contact information for IBM Unica technical support For ways to contact IBM Unica technical support, see the IBM Unica Product Technical Support website: (http://www.unica.com/about/product-technicalsupport.htm). © IBM Corporation 1996, 2011 1 2 IBM Unica NetInsight: Administrator's Guide Chapter 2. Introduction to IBM Unica NetInsight NetInsight provides the critical information and insight you need to improve web site design, internet marketing effectiveness, and your customer's experience. Using NetInsight, you can identify which content is popular and which is ignored. You can see where users are dropping off your site. NetInsight lets you analyze online campaigns (including media buys, email, and search engine marketing) and offline campaigns (including direct mail, catalog, and call center activities). You can even analyze the response to campaigns across channels. About data collection methods NetInsight lets you choose the most appropriate data collection method, whether it is log files, page tags, or a hybrid approach. You can change your data collection method at any time. The following tables show comparisons of data collection methods. Table 1. Information captured Page Tagging Log Files Default Web Server Log Files Measure events in Web 2.0 rich Internet applications built with Ajax or Flash Monitor paths and drop-off points of search engine robots that index your site to help you with search engine optimization Measure behavior within Web pages, such as Capture click fraud activity that does not scrolling down or changing form fields execute JavaScript and remains invisible to page tags Measure shopping cart activity Monitor page delivery performance, abandoned page views, and incomplete downloads Measure client side information, such as the browser's screen size, etc. Securely capture http user names Capture additional information items such as user login names or form field data that are passed through customized tags Table 2. Convenience Page Tagging Log Files Default Web Server Log Files Reduce Web server log file management Load historical information from before page tagging Avoid log file transfer from disparate Web server farms Avoid the effort of modifying your Web pages and scripted pages for inserting tags and then acceptance testing the modifications Measure traffic on portions of your site embedded in other Web sites where you don't have access to logs Avoid the effort of monitoring your site for pages that are missing page tags © IBM Corporation 1996, 2011 3 Table 3. Accuracy Page Tagging Log Files Default Web Server Log Files Track page views even if they were cached in ISP proxy servers Measure views, for example, of your PDF documents that were directly found and clicked from Google Track page views following a click on the browser's back button Measure sessions of mobile browsers which may not fire JavaScript page tags Measure page views even if the viewer clicked on to the next page before the page tag fired The stages of Web site tracking Web site tracking consists of four stages: 1. Data Gathering: The data gathering stage consists of parsing your web server's log files or your page tag data (or both, if you use a hybrid approach). For NetInsight to work, you must have access to your web server's log files or your page tag server's log files. Your webmaster, ISP, or the person managing your page tag server should be able to help you gain access to these files. 2. Data analysis: Once the data has been gathered, it needs to be analyzed. During the data analysis stage, complex heuristics are applied to the raw data to sessionize the data into visits and page views instead of simply hits. Once the data has been analyzed, it is placed in a database to facilitate reporting. 3. Report generation: The third stage of Web site tracking is generating reports (including graphs) from the analyzed data. During this stage, the analyzed visit and page view data is read from the database and tabulated into many different reports, each answering a specific question. For example, a report on what people viewed on a Web site might consist of the pages that were viewed, how many times each page was viewed, and how long, on average, visitors spent looking at each page. 4. Acting on the data: The final stage of Web site tracking is acting on the data. During this stage, you make modifications to your web site or marketing based on the NetInsight analysis. For example, you improve the layout of your site to help customers answer their questions more quickly, adjust bids on keywords to maximize your ROI, or follow up with visitors who have abandoned a conversion process on your site. About NetInsight reports NetInsight contains more than 100 pre-defined reports. These range from dashboard reports that present quick views of key trends, to breakdown reports that provide detailed statistics on specialized areas of interest. NetInsight graphs report data and lets you switch reports between different graph types. You can use the drag-and-drop interface to filter and modify NetInsight reports. You can create custom reports of your own. Your custom reports can be saved and added to the list of reports NetInsight updates regularly. You can access NetInsight reports via an intranet or remotely via the Internet. You can configure NetInsight to email reports, ensuring that key managers have the up-to-date information they need as soon as a NetInsight update is complete. 4 IBM Unica NetInsight: Administrator's Guide NetInsight reports contain drilldown capabilities that let you dynamically link to additional relevant information. You can maintain this feature in reports you email to others. Report data can be exported for use in popular software packages such as Microsoft Excel, Access, and Word, as well as other IBM applications. NetInsight comes with these built-in reports: 3-digit Zip Code Summary 5-digit Zip Code Summary Area Code Summary Banner Ad Summary Browser Breakdown Browser Summary Campaign Channel Summary Campaign Channel Type Summary Campaign Segment Summary Cart Activity Trend City Summary Clickthrough Breakdown Connection Type Summary Content Dashboard Content Summary Continent Summary Cookie Summary Country Summary Date Summary Day of the Week Summary Department Summary Directory Summary DMA Summary Domain Summary Chapter 2. Introduction to IBM Unica NetInsight 5 Entry Campaign Channel Summary Entry Campaign Channel Type Summary Entry Campaign Segment Summary Entry Campaign Summary Entry Keyword Summary Entry Page Breakdown Entry Page Summary Entry Paid Keyword Summary Entry Referrer Breakdown Entry Referrer Summary Error Breakdown Error Summary Executive Dashboard Exit Page Breakdown Exit Page Summary Geographic Dashboard Host Summary Impression Breakdown Initial Referrer Breakdown Initial Referrer Summary Last Keyword Summary Last Paid Keyword Summary Link Breakdown Link Summary Local Keyword Summary Marketing Channel Attribution Revenues Marketing Channel Even Allocation Attribution Marketing Channel First Click Attribution 6 IBM Unica NetInsight: Administrator's Guide Marketing Channel Last Click Attribution Marketing Dashboard Organization Summary Page Breakdown Page Delivery Summary Page Summary Page View Summary Paid Search Campaign Channel Summary Paid Search Campaign Channel Types Summary Paid Search Campaign Segment Summary Paid Search Campaign Summary Paid Search Paid Keywords Summary Path Summary Platform Summary Product Abandonment Summary Product Action Summary Product Conversion Summary Repeat Visitor Summary Retail Dashboard Revenue Trend Robot/Spider Breakdown Robot/Spider Summary Robot/Spider View Breakdown Robot/Spider Visit Breakdown Screen Resolution Summary Server Performance Summary Server Summary Spider Executive Dashboard Chapter 2. Introduction to IBM Unica NetInsight 7 State/Province Summary Technical Dashboard Time Summary Time Zone Summary Traffic Dashboard Traffic Summary User Summary View Breakdown Visit Breakdown Visit Duration Summary Visitor Dashboard Visitor Profile Summary Visitor Retention Summary Visitor Summary About profiles A profile is a collection of reports that analyze the same Web site. You can create a single profile to analyze an entire Web site. Or, if you have a large Web site with several different areas, you can create different profiles for different sections of the site. 8 IBM Unica NetInsight: Administrator's Guide Chapter 3. Connecting to and using the NetInsight Interface Use the Profile Manager to determine whether NetInsight requires users to log on to access NetInsight. Note: When you access NetInsight for the first time using the installation URL, you are directed to the logon page, even though you do not have a username and password. To bypass this page, access the Profile Manager by appending admin/index.html to the NetInsightURL. For example: http://www.yourdomain.com/ NetInsight/admin/index.html From the Profile Manager, you can define user accounts to restrict access to profiles by user, and you can restrict access to the Profile Manager. Important: To avoid being accidentally locked out, create the NetInsightAdministrator first so that you can log on with full privileges. For information about configuring NetInsight authentication, see the NetInsightSystem Administration chapter. To log on to NetInsight 1. In your Web browser, enter the NetInsight URL. The NetInsight User Logon page appears. 2. In the User name box, enter your user name. (The user name is case-insensitive.) 3. In the Password box, enter your NetInsight password. 4. Click Log on. To connect to other IBM applications from NetInsight Follow the instructions below when you are logged into a NetInsight installation that authenticates users through Marketing Platform and you want to open another installed IBM component in a new browser. 1. In the upper-right corner, click Unica. The menu expands to show links for each IBM application installed. 2. Click the link for the application you want to open. To change your user password in NetInsight If your NetInsight installation is configured to authenticate users against an internal database, you change your password in NetInsight. If NetInsight is configured to use an external database or the Web server for authentication, you will need to consult the database or Web server documentation for details on how to change your password. 1. 2. 3. 4. © IBM Corporation 1996, 2011 Display your NetInsight Homepage. Click the Options tab. In the Options panel, select Preferences > Password. In the Old password box, enter your current NetInsight user password. 9 5. In the New password box, enter the password you want to use. 6. In the New password (again) box, re-enter the new password. 7. Click Save Options and then click Continue. To change your user password in Marketing Platform If NetInsight is configured to use Marketing Platform for authentication, you change the password in Marketing Platform. If NetInsight is configured to use an external database or the Web server for authentication, you will need to consult the database or Web server documentation for details on how to change your password. 1. Open Marketing Platform. 2. Log in using your existing password. 3. Enter and confirm the new password, following the password rules established for Marketing Platform. 4. Save the new password. About the NetInsight interface This section describes the NetInsight interface methods for navigating in NetInsight. There are two sections of NetInsight: the Profile Manager and the individual profiles. A profile is a collection of reports that analyze the same site. Note: Note: If you are using a NetInsight installation that authenticates users, see instruction for using the NetInsight homepage. About the Profile Manager screen When you start NetInsight, it opens to the Profile Manager. This is where you can view, create, edit, and remove profiles. It is also where you can set global administrative options that apply to all of your NetInsight profiles. Note: If you are concerned about the security of your profiles, use your Web server’s security features to protect the Profile Manager; setting the NetInsight password option for a profile will not prevent users from deleting, editing, or creating profiles in the Profile Manager itself. You can also restrict access to the Profile Manager using administrative options. 10 IBM Unica NetInsight: Administrator's Guide The Profile Manager screen contains these controls: Control Name Description Profiles tab Use the Profiles tab to view, create, edit, and remove profiles. Options tab Use the Options tab to edit the administrative options, set default profile options, or upgrade your NetInsight license. Homepage icon Use the Homepage icon to display your list of customized profiles (for logged in users) or the login page (if you are not logged in). Help link Use the Help link to view help for the current page. Chapter 3. Connecting to and using the NetInsight Interface 11 About the Profile screen Once you select a profile and click View Profile, you leave the Profile Manager and enter the profile screen (pictured above set to the Options tab). The Profile screen contains these controls: Control Name Description Reports tab Use the Reports tab to view the reports that contain this profile’s data. Inbox Use the Inbox tab to view reports you requested. Custom tab Use the Custom tab to create new reports. Archive tab Use the Archive tab to view archived reports. Options tab Use the Options tab to set the options for the profile, remove data from the profile, and remove archived reports. Reporting Mode drop-down list Use the Reporting Mode drop-down to specify whether reports should include all data generated during the last profile update or a sampled subset of that data. NetInsight Options drop-down list When you select the Options tab, the NetInsight Options drop-down list displays. Use items from this list to edit your profile options, remove archived reports, or remove data from the profile. About the Reports Tab When you select the Reports tab from the Profile screen, the screen switches to the report view. The Reports display consists of three panels: the Reports Selection panel (on the left) where you select the report you want to display; the Report panel (center) which displays the selected report; and the Discovery panel (right), which you can use to add and remove filters, metrics, and dimensions to a report. 12 IBM Unica NetInsight: Administrator's Guide Note: The Discovery panel only displays when you select the Discovery panel command. About the Report Selection panel The Report Selection panel on the Reports tab lists all available reports. Panel Section Description Calendar You can use the calendar to specify the time period whose data you want to see in a report. By default, the data from the latest month for which the profile has data is used. Report List Available reports are listed and grouped by category (for example, Marketing Analysis, Content Analysis). To expand a category, click the plus (+) sign next to its name. If the profile contains multiple views, the Change View icon appears in the report list title bar. Clicking it displays a list of all the views available for the profile. Click the Close button to close the list of views. About the Report panel The Report panel on the Reports tab displays the current report. v The top line displays the name of the profile and the name of the report on the left, and the time period whose data is being displayed on the right. If any filters have been applied to this report, they will be listed on the next line. (Date filters are usually not listed with the other filters. Instead, date filters change the time period listed on the top line.) Chapter 3. Connecting to and using the NetInsight Interface 13 v The next part of the report is the graph. (A graph is not available on all reports.) You can click an item in the graph to display a breakdown report for that item. The graph title displays to the upper left of the graph. v The report data appears below the graph. A small triangle indicates the column by which the report is sorted, and whether the data is sorted in ascending or descending order. To change the column by which a report is sorted, click another column name. To change the sort order of a column, click the column name, or right-click and select a sort order. To move a column, click and drag it to a new location. v The last part of the report is the page help, which provides a definition for each column in the report. The Report panel contains these command icons: Icon Description Data Set icon You can change which report column is being graphed by clicking the Data Set icon on the far right of the graph title bar. Graph Type icons The graph type icons are to the upper right of the graph, in the graph title bar. Use these icons to choose the type of graph you want. Basic options include Bar Chart, Pie Chart, and Line Chart. A Funnel Chart option is also available. For scenario reports, and some report types may have an additional graph type. Not all the options are available for all reports. Search, Record, and Rows icons Below the report data are six icons for Search, First, Previous, Next, Last, and Rows. Use the Search icon to enter criteria for the report items you want to find. You can only search the data in the left-most column (not counting the row number). Use the Rows icon to change the number of rows that display on each page of the report. About the Discovery panel The Discovery panel on the Reports tab displays lists of filters, metrics, and dimensions you can apply to the current report. To open the Discovery panel, click the Discovery panel command in the toolbar. To close the Discovery panel, click the command again. Filters, metrics, and dimensions are grouped separately and arranged by category within those groups (for example, Marketing Analysis, Content Analysis). Use the up/down arrows and plus/minus buttons to expend or contract groups and their categories. To add a filter, metric, or dimension to a report, drag it from the Discovery panel and onto the report, or click it in the Discovery panel. Most filters require you to enter some additional information to define the filter. To remove a filter, metric, or dimension, drag it off of the report and onto the Discovery panel. The lists in the Discovery Panel update based on the items you add to or remove from the report. 14 IBM Unica NetInsight: Administrator's Guide About the Profile Options tab Use the Options tab to set configuration options for a profile. The NetInsight Options drop-down list that displays on the Options tab lets you remove archived reports and data from the profile. About the NetInsight toolbar The NetInsight toolbar includes the following command commands. Depending on your privileges, not all of these commands may be available to you. Commands are listed below in the order they appear left to right. Name Description Update Use the Update command to update the profile with any new data in your log files and to regenerate the reports. Selected Groups Use the Selected Groups command to toggle display of the group selection box on and off. Calendar Use the Calendar command to toggle display of the calendar on and off. Multi-Edit Mode Use the Multi-Edit Mode command to turn Multi-Edit mode on or off. When Multi-Edit mode is on, drag-and-drop changes you make to a report are held in a queue until you click Run Report. This command is only available on the Reports tab. Discovery Panel Use the Discovery Panel command to display or hide the Discovery panel. The Discovery panel lets you narrow the results displayed in the current report to a subset of the data or add metrics or dimensions to the current report. This command is only available on the Reports tab. Sticky Filters Use the Sticky Filters command to turn sticky filters on or off. When filters are sticky, any currently-applied filters are kept and re-applied when you switch to a new report. When filters are not sticky, filters from one report do not carry over to another report. This command is only available on the Reports tab. Comparative Reports Use the Comparative Reports command to display a second calendar so you can specify two time periods and view the data for both time periods side-by-side in one report. This command is only available on the Reports tab. Chapter 3. Connecting to and using the NetInsight Interface 15 Name Description A/B Testing Use the A/B Testing command to display two filter areas on the report so you can use drag-and-drop to create two sets of filters and view the report data using each set of filters side-by-side in one report. This command is only available on the Reports tab. Report Designer Use the Report Designer command to display the Report Summary page, where you can edit the report. This command is only available on the Reports tab. Export Use the Export command to display the Export options dialog box so you can export the report data to a spreadsheet, database, or word processor. This command is only available on the Reports and Archive tabs. Email Use the Email command to display the Email options screen so you can specify a recipient and report format and email the current report. This command is only available on the Reports tab. Print Use the Print command to print the current report. This command is only available on the Reports and Archive tabs. Default Report Use the Default Report command to display an authenticated user’s default report (if one has been set) or to display the first report in the first folder of the current report list (if a default report has not been set). This command will not appear for unauthenticated users. Homepage Use the Homepage command to close the profile and display your customized list of profiles (for logged in users) or the login page (if you are not logged in). This command will not appear if it has been disabled in the administrative options. Administration Use the Administration command to close the profile and open the Profile Manager. This command will not appear if it has been disabled in the administrative options. To set the default profile If you are an authenticated user you can define a default profile for yourself. When you define a default profile, that profile opens automatically when you log in to NetInsight. When viewing the NetInsight Homepage, you can go to your default profile by clicking the Default Profile icon. If you also define a default report for your default profile, your default profile opens automatically to that report. Your default profile is indicated on the Homepage by a lighted star icon next to its title. Note: This icon will not appear if it has been disabled by your administrator. 16 IBM Unica NetInsight: Administrator's Guide To set your default profile: 1. Open the NetInsight Homepage. 2. To: a. Set your default profile, click the star icon next to the profile you want as your default. The icon lights, indicating it is now the default. b. Change your default profile, click the star icon of the profile you want as your new default. c. Clear the setting so that you have no default profile, click the star icon of your current default. The icon unlights. About the geographic report interface If your NetInsight installation includes the geographic database, geographic reports that include map graphs are available to you. Note: The NetInsight geographic database is available for download from IBM Customer Central. Map graphs include the following functionality to aid navigation: Action Description Zooming To zoom in and out, use the plus and minus buttons in the upper left corner of the graph. To select and zoom to a particular area of the map, click and drag over that area while holding down the Shift key. Resetting the zoom level To return the map to its default zoom level, click the box between the plus and minus buttons. Panning To pan the map, click and drag while holding down the Ctrl key. Changing the map's metric Controls for changing the metric range displayed by a map are range located at the bottom of each map. To change the metric range, enter values for lower and upper bounds in the range text fields OR click and drag either end of the range bar towards the center OR click the center of the range bar and drag it left or right. After changing the range values, click the Apply Metric Range link to apply the new values to the map. Chapter 3. Connecting to and using the NetInsight Interface 17 Action Description Viewing city details City reports include city “bubbles." The size of a city’s bubble is proportional to the number of visitors from that city. To view the name of a city, hover your pointer over its bubble. About using the NetInsight Homepage If you are an authenticated NetInsight user, you will usually access your NetInsight profiles through your NetInsight Homepage instead of through the Profile Manager. If your NetInsight administrator has given you the ability to manage your account, you will access these options from the NetInsight Homepage as well. To view a profile as an authenticated user The method for viewing a profile differs for authenticated NetInsight users. To view a profile as an authenticated NetInsight user: 1. Display your NetInsight Homepage. 2. Click the name of the profile you want to view. Note: Depending on the privileges your NetInsight administrator gave you, some icons and options may not appear in your interface. About using NetInsight documentation as an authenticated user The instructions in the NetInsight documentation assume you are using the default interface, which does not include authenticated users. As an authenticated user, you will need to make some adjustments. v First, whether an option is available to you depends on the privileges your NetInsight administrator has given you. Some options and icons described in the manual may not appear in your interface. v Second, your method for viewing a profile will differ from that for unauthenticated users. See the instructions for viewing a profile as an authenticated user. About the NetInsight Homepage The Profiles tab on the NetInsight Homepage contains a table listing the title and name of each profile you have permission to access. From the NetInsight Homepage you can do the following: 18 Option Description Sorting profiles The column by which the profile list is sorted is indicated by a small triangle to the right of the column heading. If the triangle is pointing down, the list is sorted in descending order. If the triangle is pointing up, the list is sorted in ascending order. You can sort the list by any column in the table by clicking the column heading. By default, the list will be sorted on the data in the new column in descending order. Click the column heading again to sort the data in ascending order. IBM Unica NetInsight: Administrator's Guide Option Description Viewing profiles To view a profile, click the profile name or title. Changing the number of profiles displayed Click the Rows icon to change the number of profiles that display on a page. Displaying additional profiles If your list of profiles spans multiple pages, there will be four arrow icons that allow you to move from page to page. These buttons are First, Previous, Next, and Last. Filtering profiles You can filter the list of profiles on your Homepage to find the specific profile you want. Click the Show profile filter link in the upper right of the Homepage. In the Filter Profiles box, enter a profile title or profile name to search for. Click Apply Filter to filter the list. NetInsight performs a non-case-sensitive search for the specified string. All available profiles are included in the search, including any profiles that are not currently visible on the Homepage. Click Clear Filters if you want to restore the list. Click Hide profile filters to close the Filter Profiles box. Logging out To log out of NetInsight, click Logout in the upper-right corner of the screen. Note: Logout does not appear if NetInsight is configured to authenticate users using Web server authentication. Accessing the reports you have requested Click the Inbox tab. Changing your password, default view or reporting mode, or Inbox preferences If your NetInsight administrator has given you permission to change your password, your default views or reporting mode for profiles, or your Inbox preferences, an Options tab will appear next to the Profiles tab in the upper-left corner of the screen. To change your default view and reporting mode for a profile If your NetInsight administrator has given you permission, you can change the default view and reporting mode for any profile to which you have access. (The default view controls which reports, dimensions, filters, and metrics are available, and how these are grouped within their lists. The reporting mode determines whether the reports show all the profile data or projections based on a data sample.) The default view and reporting mode you specify from the Homepage will take precedence over a default view or reporting mode specified anywhere else. Display your Homepage. Click the Options tab. In the Options panel, select Preferences > Default Views. Select the profile for which you want to specify a default view and click Continue. 5. In the Default view box, select the view you want from the list of views. 6. In the Default reporting mode box, select the reporting mode you want from the list. 7. Click Save Options and then click Continue. 1. 2. 3. 4. Profiles for which a default view has been specified will be listed first and will be followed by an asterisk. Chapter 3. Connecting to and using the NetInsight Interface 19 20 IBM Unica NetInsight: Administrator's Guide Chapter 4. Creating and configuring profiles A profile is the basic unit of organization within NetInsight. In it's simplest sense, a profile is a collection of reports that examine a particular web site. You can further shape a profile by the filters, views, permissions, and other customizations you define for it. There is no limit to the number of profiles you can create. While it is common to create a single profile for each web site you want to report on, you can also create multiple profiles for a single site. For example, if your site contains subdomains, you may want to create a separate profile for each. About database connections Each profile requires a connection to a database. When you install NetInsight, it creates a default database connection, named _default, using the database information that you supplied during the installation process. If you have other databases or database logins that you want to use for different profiles, you must configure these additional connections manually by adding the appropriate XML to the NetTracker.cfg file. To configure a database connection Follow these steps to configure a database connection. 1. Open the NetTracker.cfg file in a text editor. 2. In the <database> container element under <connections>, add a child element <connection> for each of the database connections you want to add. Follow the correct syntax for your database type (see the examples). 3. If your connection uses a password, follow these steps to set the password in the connection XML: a. Copy the encrypted password from the _default connection and use this as the value of the <password> element for the new connection. b. Run the following command: nettracker admin -dbpasswd <new_connection_name> c. When you are prompted for the old password, enter the password for the _default connection. d. Set the password for the new connection. 4. Save the NetTracker.cfg file. When you create a profile, the connections that you added to NetTracker.cfg will be available. Example database connection XML Follow these examples for the supported dabase types. DB2® <connections> <connection name="_default" type="db2"> <user>username</user> <password>encrypted_password</password> © IBM Corporation 1996, 2011 21 <driver>{IBM DB2 ODBC DRIVER}</driver> <dbalias>dbalias</dbalias> </connection> </connections> Oracle <connections> <connection name="_default" type="oci"> <user>username</user> <password>encrypted_password</password> <service>service</service> </connection> </connections> SQL Server (with Windows authentication) <connections> <connection name="_default" type="mssql"> <driver>{SQL Server}</driver> <database>database_name</database> <server>server_name</server> </connection> </connections> SQL Server (with username/password) <connections> <connection name="_default" type="mssql"> <user>username</user> <password>encrypted_password</password> <driver>{SQL Server}</driver> <database>database_name</database> <server>server_name</server> </connection> </connections> About deleting profile data As necessary you can delete data for one or more months from a profile. When you delete data, it is permanently removed from the database. If you think you might need data again at some point in the future, before you delete it make sure you have its log file source. When you delete profile data, you have the option of archiving it. Archiving data means users can continue to view reports that contain the data. However, because the data is no longer in the database, they cannot drill into the archived reports--archived reports have no links. When you delete data, it is removed from both the sample tables and the full tables, regardless of a profile's current reporting mode. If you are using an integration module, the module data for the selected months is also deleted from the database. Depending on how old the data is, it may not be available to add to the profile in the future. To delete profile's data Deleting data for all months from a profile deletes all of the profile's data. When you delete profile data, it is removed from both full and sample tables regardless of the profile's current reporting mode. 22 IBM Unica NetInsight: Administrator's Guide Note: Because deleting profile data removes information on unique visitors, it will affect the identification of new and repeat visitors when you subsequently import new data. To 1. 2. 3. 4. 5. 6. 7. delete data from a profile. View the profile from which you want to remove data. Click the Options tab. From the NetInsight Options drop-down list select Remove Data from Profile. The Remove Data from Profile screen opens. If your installation requires authentication to remove profile data, you will be prompted for a password. Type the password and click Enter. If you only want to remove data for certain months, select those months. If you want to still be able to view the reports for the months whose data you are deleting, check the Archive data box. Otherwise, clear Archive data. To delete data for the selected months, click Remove Selected Months. Otherwise, to delete data for all months, click Remove All Months. To update a profile's data To import the latest data from your web server log files into a profile, you run an update on the profile. In addition to importing data, updates are also required in order for changes to certain profile options to take effect. In addition. You can trigger profile updates manually, or you can schedule updates to occur automatically at regular intervals. To update a profile manually: 1. Open the profile you want to update. 2. On the toolbar, click the Update icon. To create a profile When you create a profile, you must specify at least a profile name and title, and a log file location and format. Note: The procedure below is only for single servers. 1. Display the list of profiles at the Profile Manager. 2. Click Create Profile. 3. In the Short profile name (one word) box, enter the name that will be used for files associated with this profile. 4. In the Database connection box, select the database connection you want to use for this profile. 5. Click Continue. 6. Enter the profile title (which will appear at the top of all the reports) and the URL of the site you want to analyze. Click Continue. 7. In the Location of log file(s) list, select an option. If your logs are located on the computer that is running NetInsight, or are available on the local network, select Local/network file system. If your logs are available via FTP and you want NetInsight to retrieve them for you, select FTP server. Chapter 4. Creating and configuring profiles 23 8. In the Format of log file(s) list, select the format of the log file. Select Auto Detect to have NetInsight determine your log format automatically. If your log files are in a nonstandard format, you must first manually specify the log file format. NetInsight can process log files that have been compressed using gzip. 9. Do one of the following: a. If you selected Local/network file system, enter the log file path and file name in the Full path to log file(s) box. Note: You may use the wildcard character "*" to specify multiple files. You may also click Browse to find the file. The Browse button does not appear if it has been disabled in the administrative options. b. If you selected FTP server, click Browse and enter the following information about the FTP server from which you will be downloading the log files. v Host name: The name of the server (yourdomain.com, not ftp://yourdomain.com ) v User name: Your user name for the FTP server. If you access the server anonymously, leave this blank. Password: Your password for the FTP server. If you access the server anonymously, leave this blank. v Password (again): The same password you entered above. v Initial path: The directory in which the log file can be found on the server. v When you have entered the information about the FTP server, click Browse to select the log file. 10. Click Add. v 11. If you have other log files you want to analyze, click Continue. If you have entered all of your log files, click View Profile. 12. After clicking View Profile, click the Update icon, which is the left-most icon in the icon group, to generate the reports for this profile. To create a profile to analyze logs from clustered servers If the log files you want to analyze come from clustered servers, the procedure for creating a profile is somewhat different than for single servers. To create a profile to analyze logs from clustered servers: 1. Display the list of profiles at the Profile Manager. (For details, see instructions for displaying the list of profiles.) 2. Click Create Profile. 3. In the Short profile name (one word) box, enter the name that will be used for NetInsight files associated with this profile. 4. Click Continue. 5. Enter the profile title (which will appear at the top of all the reports) and the URL of the site you want to analyze, and click Edit Profile. NetInsight opens the profile options for this profile. Now you need to point NetInsight to the log files you want to analyze. 6. In the Options panel, select Main > Log Files. 7. Now you need to specify the clustered log files. 24 IBM Unica NetInsight: Administrator's Guide 8. When you are finished specifying the log files, click the Update icon to generate the reports for the profile. To create a profile from a copy You can create a new profile by copying an existing one. The original profile's configuration and reports serve as the basis for the new one. To copy a profile 1. Open the Profile Manager. 2. Click Copy Profile. 3. Select the profile you want to copy and click Continue. Selecting Default template settings is equivalent to creating a new profile from scratch--it leads you through the same screens you complete when you create a new profile. 4. Enter a short, one-word name for the new profile. 5. In the Database connection box, select the database connection you want to use for this profile. 6. Click Continue. The new profile is created, with configuration settings, reports, and user access privileges identical to the profile it was copied from. After creating a new profile by copying, you will need to modify some of the new profile's options. Which options you need to modify will vary, depending on how you want the copied profile will differ from its original. At the very least you will probably want to modify the settings for: v The profile title v The URL of the site being analyzed v The profile's log files v Profile passwords To edit a profile's options You can access a profile's opions for editing from the Profile Manager or while viewing the profile's reports. To edit a profile's options: v From the Profile Manager, select the profile and click Edit Profile, or... v While viewing the profile's reports, on the toolbar, click Administration. To delete a profile Important: You cannot undo a delete. If you think you might need a profile again, back up its files prior to deleting it. To delete a profile: 1. Open the Profile Manager. 2. Select the profile you want to remove and click Remove Profile. Chapter 4. Creating and configuring profiles 25 About general profile options You can set the following general options for a profile: Option Description Profile title A profile's title is the display name that users see when viewing the profile. It appears on all of the profile's reports. URL of the site being analyzed You must specify the URL of the site you want to analyze. Note: The URL cannot include a path. If you want a profile to only include certain pages at the URL, set the Included Pages option. If your log files contain data on more than one site and you have selected the Only process traffic to the configured site option (on the Advanced page), ensure that the URL (after the http://) matches exactly how your site is recorded in your log files. To ensure the URL you enter exactly matches your log files, examine one of your logs in a text editor and then enter the URL exactly as it appears. Where the site name appears in the log will depend on your log file format. In NCSA logs the site name appear in the second column. Netscape and W3C log files have column headings that identify the correct column. In W3C logs the correct column is usually cs-host. 26 Case-sensitivity in page names and user names You can specify whether upper and lower case characters in page names and user names are treated as distinct. If case-sensitivity is enabled, uppercase and lowercase characters are treated as different characters. Otherwise, they are considered the same. Note: If case-sensitivity is not enabled, page and user names are imported as lowercase. This affect the use of regular expressions and filters. In most cases, if your logs come from a UNIX system you should enable case-sensitivity if they come from a Windows system you should disenable case-sensitivity. Rows per summary By default, each report page displays ten rows. You can change the default, and/or customize the number of rows initially displayed in any given report. Users can also change the number of rows displayed when working with a report. Values per dashboard graph By default, each dashboard report graph displays five values. (The exception is graphs for dated summaries which display all available values in the underlying summary). Changes to this default will affect to all graphs on all pre-defined dashboards. Maximum path length You can specify the maximum number of consecutive pages (2 to 10) that can be in a path. This number is used to calculate the paths that appear in your Path Summary. Page title and page name length You can specify a maximum display length for page titles and page names. Limiting the length makes reports easier to read and print. The default length is 41 characters. IBM Unica NetInsight: Administrator's Guide Option Description Host name resolution Most servers can resolve the host names of clients requesting files (that is, look up the host names for their corresponding IP addresses). However, some servers are not configured to perform this function. You can have NetInsightresolve host names that are not resolved by the server. Metric percentages based on By default, NetInsight calculates metric percentages using the total count for the time period as the denominator. You can choose to hide metric percentages on reports or to calculate them using page or report totals instead. To set general profile options 1. View the profile whose general options you want to set. 2. Click the Options tab. 3. In the Options panel, select Main > General. The General options screen opens. 4. Set options as needed. v Profile title v v v v v URL of the site being analyzed Case sensitive pages Case sensitive user names Number of rows per summary Number of values per dashboard graph v Maximum length of a path v Page title display length v Page name length v Resolve host names v Metric percentages based on v Anonymous FTP root directory 5. Click Save Options . If you changed one of the case-sensitivity options, the Resolve host names option, or the Anonymous FTP root directory option, you must delete your profile data and reimport your log files to apply those changes to existing data. Otherwise, the changes are applied to subsequently imported data when the profile is next updated. Important: Be aware that if you do not still have all previously imported log files then deleting profile data will result in permanent data loss. About locale options You can configure NetInsight to work with your specific locale, including the way that it displays dates and times and language settings. Locale options include the following settings: v Week begins on. You select the first day of the week. The default is Sunday. v Weekend. You select the weekend days. The default is Saturday and Sunday. v Display time as. Display time as option. You select whether you want times displayed using the 12-hour clock or the 24-hour clock. Chapter 4. Creating and configuring profiles 27 v Display date as. Display date as option. You select the date format you want to use. The date and time settings primarily affect the automatically generated footer on report pages, which include a date and time stamp. v Character set. Character set option. You select the character set used to display text in the reports and the profile interface. This is also the character set used to send data to the database. In general, you should not change the character set. v Language. You select the language that is used to display text. The languages available depend on which Language Packs you have installed. v Log file date format. If you are analyzing Microsoft log files, you need to tell NetInsight in what format dates are stored in the log files. (For example, is July 10, 2009 stored as 10/07/08 or as 07/10/08?) v Currency. You select the currency that defines the format to be used for currency values in reports. Administrators can also set the default locale options to apply to each new profile users create. About character sets Character sets map written characters to a number that can be stored electronically. Some character sets only contain characters for certain languages. For example, the character set Western European (ISO-8859-1) contains the characters in the Latin script and can represent most European languages, but not Arabic or Mandarin. The Unicode character set contains the characters needed to represent almost all written languages. NetInsight uses UTF-8, a common implementation of Unicode. About character sets in NetInsight Several character sets affect NetInsight: v The character set of the data (log file or page tag) you are analyzing. v The character set specified in your external database application. v The character set specified for the profile, which is used for the reports and the profile interface, and is also the character set used to send data to the database. v The character set specified in the administration options, which is used for the Profile Manager and the administrative options. The character sets of your profiles must match the database's character set. If they do not, you may end up with junk characters in your database. In most database applications, the character set is specified at the application level, so for the profile character set and the database character set to match, all of your profiles must use the same character set. Likewise, if the profile's character set is different than the Profile Manager character set, the profile title may not display properly in the Profile Manager. As a best practice, ensure that all of your settings use the same character set. Support for UTF-8 NetInsight supports UTF-8 for DB2, Netezza®, and Oracle databases. UTF-8 is not supported for SQL Server. Note: If you are planning on using UTF-8, contact IBM Unica technical support for additional guidance. 28 IBM Unica NetInsight: Administrator's Guide When to change character sets NetInsight creates the database tables for a profile the first time it is updated. The database tables are created using the character set specified in the Locale options. Do not change the character set for aprofile whose database has already been created. If you need to change the character set for an existing profile, contact IBM Unica technical support. Which character set to use If you anticipate needing to analyze keywords or page titles in a variety of languages, the best practice is to use UTF-8 if it is available for your database. Otherwise, use the character set that is the best match for the data you are analyzing. Note: NetInsight environments with Netezza databases must use UTF-8 for the profile character set. Using the UTF-8 character set in DB2 If you are using a DB2 database and you want to use the UTF-8 character set, you must set the value of the environment variable named DB2CODEPAGE to 1208 in the Nettracker.cfg file before you import data into any of your profiles. For example: <envvars> <envvar name="DB2CODEPAGE">1208</envvar> </envvars> Using the UTF-8 character set in Oracle If you are using an Oracle database and you want to use the UTF-8 character set, you must set the value of the environment variable named NLS_LANG to AMERICAN_AMERICA.AL32UTF8 in the Nettracker.cfg file before you import data into any of your profiles. For example: <envvars> <envvar name="NLS_LANG"> AMERICAN_AMERICA.AL32UTF8 </envvar> </envvars> Note: This setting assumes that you are using AL32UTF8 (the Oracle UTF-8 character set supported by NetInsight) as the database and client character set. Locale settings for UTF-8 with Netezza To display UTF-8 characters correctly through the NetInsight interface with Netezza, the LC_CTYPE environment variable in the Nettracker.cfg file must be set to the correct UTF-8 locale type for your environment. By default, the LC_CTYPE variable is set to en_US.utf8. If you have a different locale, change the value of LC_CTYPE to the correct UTF-8 locale type for your environment. Important: If you need to change this setting, change it before you import profile data. If you import data and then change the LC_CTYPE variable, the database will contain incorrect profile data. Chapter 4. Creating and configuring profiles 29 To change locale options You must install the language pack for the language you want to use prior to modifying the language setting. Changing the default locale only affects profiles created after the change; it does not affect existing profiles. 1. While viewing the profile, click the Options tab. 2. From the Options panel, select Main > Locale. The Locale Options screen opens. 3. Change locale options as necessary: a. In the Week begins on list, you can select Sunday (the default) or Monday. b. In the Weekend list, you can select Friday and Saturday or Saturday and Sunday (the default). c. In the Display time as list, you can select 12 hour clock (the default) or 24 hour clock. d. In the Display date as list, you can select mm/dd/yyyy (the default), dd/mm/yyyy, or yyyy/mm/dd. e. In the Character set list, you can select the character set to use. Note: You should not change the character set after creating the profile. f. In the Language drop-down list, select the language to use. g. If you are using Microsoft log files, in the Log file date format list, you can select mm/dd/yy (the default), dd/mm/yy, or yy/mm/dd. h. In the Currency list, select the currency to use for the profile. 4. Click Save Options, then click Continue. If you change the language, you must update the profile for the complete translated interface to appear. About page tags If your NetInsight license permits, you can analyze data collected from page tags. You collect the data by “tagging” Web pages with JavaScript that causes a visitor’s browser to send information about the visitor’s visit to a page tag server. This information, which appears in the page tag server log as a request for the page tagging image, can then be imported by NetInsight for analysis. The requests for the page tag image can be analyzed either isolated from, or to augment, the actual Web server log entries that contain the original request for the tagged page. This lets you either selectively tag the pages you would like to track, or tag those pages for which you want to have additional information available for analysis. In addition, because the image requested does not need to be on the same Web server as the page in which it is embedded, you can use page tagging to track pages on sites for which you do not have access to the Web server log files. Refer to the NetInsight Administrator's Guide for complete details about deploying page tagging with NetInsight. Note: If your NetInsight license does not permit page tag analysis, the Page Tagging option will not appear. 30 IBM Unica NetInsight: Administrator's Guide Possible page tag modes There are several possible ways to use page tag data in your profile: v Not used Disables page tagging. However, requests for the page tag image will count as hits. v Used only to augment log files with additional data Requests for the page tag image will count as hits. They will not count as page views. Augmenting log files with data collected by page tags enables you to capture additional client-side information such as screen resolution, or to track “events” such as visitors adding or removing items from shopping carts. v Used instead of log files to collect data for a single site Requests for the page tag image will count as page views. Non-page tag requests will not be counted. This mode is the typical page-tagging mode. In this mode, you will only load traffic that is recorded from page tags placed in your HTML pages. Ensure that you tag every page you want to track. You can tag non-HTML views (such as file downloads) by tagging the link to the file. In addition, you can use event tags to track on-page events (such as adding a product to a shopping cart). For this mode, pages are expected to be logged in the format http://www.host.com/page.html. NetInsight will parse the host (for example, www.host.com) and compare it (without respect to case) to the URL of the site being analyzed option in the General options, or the server URL if your log files are clustered for multiple sites. If they match, NetInsight will remove the host from the URL and count the request as a page view. If they do not match, the request will not be counted. v Used instead of log files to collect data for multiple sites Requests for page tag images will count as page views. Non-page tag requests will not be counted. Pages will appear in NetInsight reports as full URLs (as they would if NetInsight were configured to process log files that are clustered for multiple sites). If you are using page tags instead of log files, you will need to use this mode so that you can distinguish a page tag generated for a page on one site from a page tag generated for a page with the same name on another site (such as index.html). v Used in addition to log files to collect data for multiple sites Requests for page tag images will count as page views. Non-page tag requests will also be counted as page views. (Non-page tag requests will be prefixed with the URL in the General options, or the server URL if the log files are clustered for multiple sites.) Use this mode if you want to use log files in conjunction with event tags for your main site, or have remote site portions that are hosted within other Web sites for which you do not have access to the log files. In this case, you would place the page tags in the pages on those remote sites. Page tags generated from the remote sites will count as page views. The pages from each site will be prefixed with the site’s name (for example, http://www.ourpartner.com/ remotepage.html). Note: Both regular log records and page tag records will count as page views. Therefore, do not add page tags to your main site for which you are using log files, as traffic will be counted twice. Using event tags only will not result in traffic being counted twice. Chapter 4. Creating and configuring profiles 31 To enable page tags View the profile in which you want to analyze data collected from page tags. Click the Options tab. In the Options panel, select Main > Page Tagging. In the Page tags are list, select the mode that matches the data collection mechanism you want to use. 5. Click Save Options and then click Continue. If you selected Not used, you do not need to continue with the remaining steps. 6. Specify the images used to collect page tag data: a. To add an image, click Add enter a filter that describes the image, and click Add again. b. To edit a filter, select the filter in the list, click Edit, make your changes and click Save Changes. c. To delete an image, select the image and click Delete. When you import data into NetInsight from now on, NetInsight will analyze the data collected by the page tag images that match the current filters. 1. 2. 3. 4. 7. If this is what you want or if you have additional changes to make to the list of filters, click Continue. If you want NetInsight to use the current image list on data you have already imported, you need to delete all the data in your profile and reimport your log files. Note: If you do not still have all the log files you have imported into this profile, you will lose data permanently by choosing this option. To delete your profile data, click Delete Profile Data. Restricting access to profiles NetInsight contains a number of mechanisms you can use to restrict access to profiles (or to certain features within a profile). These are summarized here. Essentially, you control access either by using authentication (that is, through password protection) or by the privileges you assign to different user roles. You can also use a combination of these methods. Controlling access to administrative functions If you want to restrict access to what are typically considered administrative functions, there are three areas you need to consider: 1. The Profile Manager: The Profile Manager is where you create and delete profiles. From there you can also access NetInsightsystem-level options (such as the ability to create users and roles) and define the default values used for new profiles. 2. Profile Options: The Profile Options settings are where you define a profile's options. Access to these can be controlled on an option-by-option basis. 3. Commands on the Reports and Archive tabs: There are a number of functions available from the Reports and Archie tabs you might want to control access to. For example, from the Reports tab you can initiate a profile update, delete data from a profile, and create and delete reports. 32 IBM Unica NetInsight: Administrator's Guide Ways to control profile access To Do This Description Restrict access to a profile (by roles) Set the profile's default role access to No Access and do not assign users specific roles to that profile This limits access to this profile to those users you specifically assign a role for this profile. Users without a designated role cannot access the profile, nor do they see it listed on the Homepage. Note: By itself this type of security does not prevent users from accessing the Profile Manager (where you can create and delete profiles). Nor does it prevent access to the NetInsight system-level administration options (which includes default profile options). Restrict access to a profile (by password) Password-protect the profile using your NetInsight web server's authentication You can use the NetInsightweb server’s security to password-protect a profile (by restricting access to its directory). This is an effective way to quickly limit access to all of a profile's reports and options settings. However, creating accounts to grant access can become labor intensive. Note: By itself this type of security does not prevent users from accessing the Profile Manager or system-level administration options (which includes default profile options). Restrict access to the Profile Manager Create and assign users to roles which do not have access to the Administration : Profile Manager privilege Restricting access to the Profile Manager prevents users from creating and deleting profiles. It also prevents them from accessing system-level administration options (which includes default profile options). Note: By itself this type of security does not prevent users from accessing an individual profile's administration options. Restrict access to one or more of a profile's options Create and assign users to roles which do not have the one or more of the Options : privileges You can prevent users from accessing a profile's administrative options by assigning them to a role that does not have privileges to Options. Note: By itself this type of security does not prevent users from accessing the Profile Manager or system-level administration options (which includes default profile options). Use the Passwords Restrict access to saves, deletes, and log settings in profile file specification options within a profile (by password) You can use a profile's Passwords settings to password protect the ability to perform these actions in a profile: updating or deleting profile data, saving or deleting reports, specifying which web server log files the profile uses, and modifying the password protection of these options itself. Note: By itself this type of security does not prevent users from accessing the Profile Manager or system-level administration options (which includes default profile options). Chapter 4. Creating and configuring profiles 33 To Do This Description Restrict access to specific features within a profile Create and assign users to roles which do not have the one or more of the Interface : and/or Removal : privileges By assigning users to a role which you the selectively assign Interface and Removal privileges, you can control just about any access or action a user can person within a profile. Special administration privileges There are two override privileges you can use to grant special administration permissions if the need arises. Both are described in greater detail elsewhere in this guide. v Administration : User Manager: The system-supplied User Manager role or a locally-created role with this permission gives a user the ability to create and edit user accounts, roles, and authentication options. Roles with this privilege can be assigned to give a person the ability to create user accounts while restricting access to other functionality. This privilege does not provide access to any profiles. v Profiles : Override No Access: This privilege gives a user the ability to access a profile even when the profile's default role is set to No Access. It should be reserved for users you want to have access to all profiles. To restrict access to profile functions by password 1. View the profile in which you want to restrict access. 2. Click the Options tab. 3. 4. 5. 6. In the Options panel, select Main > Passwords. In the New password box, enter the password you want to use. In the New password (again) box, enter the password a second time. Select one or more of the following options: Note: The Protect the Remove Data from Profile page option by itself does not prevent users from removing profile data. NetInsightstill provides users with the opportunity to delete all the profile data when they change certain profile options. To prevent users from deleting profile data, select both Protect the Remove Data from Profile page and Protect all of the profile options. a. Protect all of the profile options—Requires users to enter a password in order to change any of the profile options. b. Protect only the log file and password options—Requires users to enter a password in order to change the log file or password options. c. Protect the Remove Data from Profile page—Requires users to enter a password in order to remove data from the profile. d. Protect the updating of this profile—Requires users to enter a password in order to update the profile. e. Protect saving/removing reports—Requires users to enter a password in order to save reports they create or remove reports. 7. Click Save Options and then click Continue. The new settings will take effect immediately. 34 IBM Unica NetInsight: Administrator's Guide About filtering profiles Profile filters allow you to specify which data should be included or excluded by NetInsight during data import. This creates the superset of data stored by NetInsight and available to NetInsight reports. Users can then further filter the data at the report level. By creating and applying your own filters to a profile, you can specify additional data you want to include or exclude from that profile during import. For example, you can limit data to specific dates, pages, hosts, users, and so on. NetInsight excludes certain data by default. For example, files ending with .gif, .GIF, .jpg, .JPG, .png, .PNG, .css, .CSS, .js, .JS, and .class are automatically excluded. Include versus Exclude filters Many of the filtering options available for profiles can be specified as either an include or an exclude. Which to use usually depends upon which is the bigger list: the data that you want to include or the data that you want to exclude. Include filters supersede exclude filters and are absolute...so only use include filters whose contents constitute the entirety of what you want in your profiles. For example, if you create an include filter for hosts whose lone entry is mysite.org, mysite.org will be the only host whose data is imported into your profile. Note: Filtering affects view and download statistics but does not affect hit counts. For example, if you exclude a particular domain, that domain will be excluded from your page view statistics but will still factor into your hit count. Hits are listed on the Executive Dashboard and the Traffic Summary. To filter profiles To 1. 2. 3. filter a profile: View the profile you want to filter. Click the Options tab. In the Options panel, select the filter option you want. See the About Profile Filtering Options topic for information on using specific filter types. 4. Click Add. If you are creating a date filter, select the date range and click Save Options. Otherwise proceed to the next step. 5. Enter a filter that describes the data you want to include or exclude and click Add. 6. The filter will be applied to data you import from now on. If this is what you want, or if you have additional filters to enter, click Continue. Note: If you want to apply this filter to already imported data, you will need to delete all the data in your profile and reimport your log files. If you do not still have all the log files you have imported into this profile, you will lose data permanently by choosing this option. To delete your profile data, click Delete Profile Data. Chapter 4. Creating and configuring profiles 35 About profile filter options You can filter profile data as follows: Filter Use Notes® Dates You can limit the data in your profile to a specific date range. Hosts You can include or exclude specific host data from your profile. For example, you could include only traffic from within your company. Pages You can restrict the page data in your profile to only those pages included in a certain list. Parameter values You can include or exclude data from your profile based on the value of a certain parameter in the log file. Before you can define included/excluded parameter values, you must define one or more parameters in the profile options. Requests are included/excluded according to the parameter values associated with each individual request. Parameter values associated with the visit are therefore excluded at the view level, not the visit level. User agents You can include or exclude data from specific user agents from your profile. Traffic from certain user agents is excluded by default. For example, to resolve page titles NetInsight requests information from your Web server and these requests are recorded in your log file. By default, NetInsight does not import this traffic data. 36 Users You can include or exclude data about specific users from your profile. For example, you could exclude user names from your company in order to get an accurate analysis of who is visiting your site from outside your company. Selected pages from excluded page type You can include selected pages from the excluded page types in your profile. For example, if NetInsight is configured to exclude all .shtml files, you could specify a particular .shtml file to be allowed. IBM Unica NetInsight: Administrator's Guide Chapter 5. Importing log files Note: These instructions are for single servers. If you need to analyze log files from clustered servers, see the instructions for working with clustered log files. Although you normally specify a log file when you create a profile, you can add log files to a profile at any time. 1. View the profile to which you want to add log files. 2. Click the Options tab. 3. From the Options panel, select Main > Log Files. 4. Click Add. 5. Specify whether the files are available on the local network or via an FTP server. 6. Specify the format of the log file(s) or select Auto Detect to have NetInsight determine the format. Note: If your log files are in a non-standard format, you must first create a custom log format definition in NetInsight. See the instructions for defining a custom log file format. 7. Specify the path to the log file(s). v If the files are available on the local network, enter the path and file name. Or, if it is available, click Browse to find the file. v If the files are available from an FTP server, click Browse and enter the connection information for the server. On some UNIX FTP servers, the initial path is the complete system path to directory containing the log files. On Windows FTP servers the initial path is usually relative to the FTP root directory. v You can use pattern matching to specify which log files to use at the given path location. For example, to use all log files at the specified path, modify the file name portion of the path to *.*. Or, to specify that only log files that match the pattern mydomain.com-MMM-YYYY.gz be used (for example, mydomain.com-Jan-2010.gz) enter mydomain.com-???-20[0-9][0-9].gz. 8. Click Add. To add clustered log files to a profile NetInsight can analyze log files that are clustered for a single site or for multiple sites. The log files can be from load-balanced servers or from servers that each deliver different content. It is even possible to analyze Web servers clustered for multiple sites when each site in the cluster also has multiple load-balanced servers. However, if you want to analyze clustered log files, the servers must all rotate log files at the same time and the log files must use the same naming scheme. This means that all the log files for any given day will have the same exact name. For example, suppose you have three load-balanced servers and you rotate the log files daily at midnight. If, for January 1, 2008, the log file for each server is named 20080101.log, NetInsight can analyze the log files. If the log files are named Server1.20080101.log, Server2.20080101.log, and Server3.20080101.log, NetInsight © Copyright IBM Corp. 1996, 2011 37 will not be able to analyze the log files correctly. (You may find it helpful to store the log files for each server in a separate directory with the same name as the server.) 1. 2. 3. 4. View the profile for which you want to use clustered log files. Click the Options tab. In the Options panel, select Main > Log Files. In the Log files are list, select the configuration that matches the log files you want to analyze: v Clustered for a single site: Multiple servers, all of which are serving the same content. Hits to the servers are load balanced among the different servers so that a request to the site can go to any one of the servers. For example, if a user requested your home page, any one of the servers could serve the page. v Clustered for multiple sites: Multiple servers that are part of the same domain. Each site serves different content. For example, in the yoursite.com domain, the server home.yoursite.com serves the home page and general content, and the server catalog.yoursite.com serves the catalog pages. Within each site in the cluster, you can also have multiple load-balanced servers. For example, the catalog pages could be served by any of three servers clustered as catalog.yoursite.com. Note: The servers should usually be part of the same domain. If you need to cluster servers from different domains, contact IBM technical support. 5. Click Save Options > Continue. 6. Click Server 1 > Edit. 7. Enter a unique name and a URL for the server. If the servers are clustered for multiple sites, you must enter a different URL for each site. In the example earlier, you would use http://home.yoursite.com for the first server and http://catalog.yoursite.com for the second. (Load-balanced servers within a site should all use the same URL. For example, all three servers clustered as catalog.yoursite.com would use http://catalog.yoursite.com.) Note: If you are analyzing log files from servers clustered for multiple sites, the URL you enter here overrides the URL of the site being analyzed setting in your profile's General options. 8. Click Add to add additional servers. You must create a server entry for each server in the cluster. When you are through adding all of the servers, you need to specify the location of each server’s log files. 9. To specify the location of a server’s log files, select the server, and click Add/Edit Log Files. 10. Click Add. 11. Specify whether the files are available on the local network or via an FTP server. 12. Specify the format of the log file(s) or select Auto Detect to have NetInsight determine the format. Note: If your log files are in a non-standard format, you must first create a custom log format definition in NetInsight. See the instructions for defining a custom log file format. 13. Specify the path to the log file(s). 38 IBM Unica NetInsight: Administrator's Guide v If the files are available on the local network, enter the path and file name. Or, if it is available, click Browse to find the file. v If the files are available from an FTP server, click Browse and enter the connection information for the server. On some UNIX FTP servers, the initial path is the complete system path to directory containing the log files. On Windows FTP servers the initial path is usually relative to the FTP root directory. v You can use pattern matching to specify which log files to use at the given path location. For example, to use all log files at the specified path, modify the file name portion of the path to *.*. Or, to specify that only log files that match the pattern mydomain.com-MMM-YYYY.gz be used (for example, mydomain.com-Jan-2010.gz) enter mydomain.com-???-20[0-9][0-9].gz. 14. Click Add > Continue. 15. Repeat 10 through 14 until you have specified all of the log files for this server. 16. When you have finished adding log files for one server, click Back to Servers and repeat 9 through 15 for the remaining servers. To define a custom log file format 1. On the toolbar, click the Administration icon. 2. Click the Options tab. 3. 4. 5. 6. 7. In the Options panel, select Main > Custom Log Formats. Click Add. Enter a name for the log file format. Enter the log file format. Click Save Options. After you specify a custom log format, it appears in the Format of log file(s) list when you add or edit log files. Custom log formats cannot be automatically detected, so you must specify the format for each log file that uses it. About fields in custom log format definitions The log format that you enter should consist of field identifiers and literal characters. v Field identifiers are strings of the form %NAME%. Field identifiers are place-holders for variable information. v Literal characters include any character that is not part of a field identifier, including spaces and tabs. Literal characters must be specified in the custom format exactly as they appear in the log file. Matching literal characters appearing immediately before and after a field identifier are treated as field delimiters — indicating that any value between them should be considered the field value. The most common field delimiter is a quotation mark. A field value cannot contain a field delimiter. A field that does will cause the log file line to be parsed incorrectly and subsequently ignored. Unique field identifiers can be used only once per custom log format. A custom log format must contain the mandatory field identifiers listed below. Chapter 5. Importing log files 39 Table 4. Mandatory Field Identifiers: Field Identifier Field Value %HOST% Remote host or IP address %REQUEST% First line of the request (for example, "GET /index.html HTTP/1.0") Or %URL% Or %PAGE% %DATETIME% Or %CUSTOMDATE format% Or %CUSTOMDATE_GMT Path and file name of the file requested (may also include a query string) Path and file name of the requested page (must not include a query string) Date and time in Common Log Format (for example, "01/Jan/2010:01:01:01 -0500") Timestamp; date and time are treated as local time Timestamp; date and time are treated as GMT and converted to local time format% Note: Additional information is parsed automatically from the log file if any of the following field identifiers are present. Table 5. Other Recognized Field Identifiers: Field Identifier Field Value %BYTES% Bytes sent. A value of '-' in the log file will be considered equal to a value of 0. If this field identifier is not present in the custom log format, the bytes transferred for each request will be considered zero. 40 %COOKIE% Cookie as supplied by the Web server ("full cookie")* %FILESIZE% Size of the requested file* %REFERRER% Referrer, as sent by the browser* %QUALITY% Quality of the connection* %QUERYSTRING% Query string supplied with the request (can be used only with %PAGE%)* %SANECOOKIE% Cookie as supplied by the IBM Web Server Plug-in* %SANESTOP% Connection status as supplied by the IBM Web Server Plug-in %SITE% Host name or IP address of the site to which the request is made (can be used only with %PAGE%) IBM Unica NetInsight: Administrator's Guide Table 5. Other Recognized Field Identifiers: (continued) Field Identifier Field Value %STATUS% Status of the request (HTTP status code). If this field identifier is not present in the custom log format, the status code of the request will be considered 200. %TIMETAKEN% Time taken to serve the request, in seconds %USERAGENT% Browser and platform information, as sent by the browser* %USERNAME% Remote user name* %VHOST% Virtual host name* Note: * Dashes and null strings are acceptable values for these fields. They are interpreted to mean that no value for the given field is available. NetInsight skips any field identifier not listed in the tables above unless it is named as a field from which parameter data should be parsed. If your log file contains a field not listed in the table above, you must enter an "arbitrary" field identifier for it in the custom log format. The arbitrary field identifier serves as a placeholder that tells NetInsight to skip the field. Some custom log formats may contain place-holders such as %SKIP1%, %SKIP2%, etc. Examples NCSA Common Log Format The following log format (one line) defines the standard NCSA Common Log Format: HOST% %IDENT% %USERNAME% [%DATETIME%] "%REQUEST%" %STATUS% %BYTES% Note that literal characters (in this example, the brackets and quotes are literal characters) must appear in the log file exactly as they are specified in the custom format. NCSA Combined Log Format with IBM Web Server Plug-in The following log format (one line) defines an extension of the NCSA Combined Log Format that includes the information generated by the IBM Web Server Plug-in: %HOST% %IDENT% %USERNAME% [%DATETIME%] "%REQUEST%" %STATUS% %BYTES% "%REFERRER%" "%USERAGENT%" "%SANECOOKIE%" %SANESTOP% %TIMETAKEN% About dates in custom log format definitions You can define a custom timestamp format to allow NetInsight to parse log files that do not store dates in a common log format. To define a custom timestamp format, use the %CUSTOMDATE timestamp_format% or %CUSTOMDATE_GMT timestamp_format% field identifier in place of %DATETIME% when you define your custom log file format. The timestamp format you specify should consist of timestamp component identifiers and literal characters. Chapter 5. Importing log files 41 v A timestamp component identifier is one or more uppercase letters that are place holders for variable information. v A literal character is any character that is not part of a timestamp component identifier, including spaces. Literal characters must appear in the CUSTOMDATE or CUSTOMDATE_GMT field format exactly as they appear in the log file. Legal literal characters are those that are not, by themselves or in combination with others, timestamp component identifiers. Note: Because there is no surrounding delimiter for timestamp component identifiers, any character string that can be interpreted as a timestamp component identifier is treated as one. The table below lists the component identifiers that can be used in CUSTOMDATE and CUSTOMDATE_GMT timestamp formats. To be valid, the format must include one (and only one) of the following: v D, H, MI, and S. v Either an M or MM. v Either a Y, YY, or YYYY. Table 6. Timestamp Component Identifiers: Component Identifier Component Value D Day number, with or without leading zeros M Month number, with or without leading zeros MM Abbreviated month name in English (for example, “Mar”) Y Four-digit year YY Two-digit year YYYY Four-digit year H Hour, with or without leading zeros MI Minutes, with or without leading zeros S Seconds, with or without leading zeros TZ Time zone, in the format ±NNNN (for example, “-0500”) Examples Custom Date Formats The following field identifiers define a timestamp format that can be used to parse dates such as “2010-10-01 12:34:56”: %CUSTOMDATE Y-M-D H:MI:S% %CUSTOMDATE_GMT Y-M-D H:MI:S% The following field identifiers define a timestamp format that can be used to parse dates such as “10/01/2010 12:34:56”: %CUSTOMDATE M/D/Y H:MI:S% %CUSTOMDATE_GMT M/D/Y H:MI:S% 42 IBM Unica NetInsight: Administrator's Guide About tab-delimited fields in custom log format definitions Outside of field identifiers and the CUSTOMDATE and CUSTOMDATE_GMT fields, NetInsightinterprets \t as an embedded tab. It will expect to see a literal tab character in the log file at that location. The interpetation is case-sensitive; NetInsightinterprets \T as a back slash followed by the letter T. When defining a custom log format, if you need to type a back slash followed by a lower-case letter t and not have it interpreted as a tab, type \\t. This only works in non-field-identifier portions of the custom log format. Examples Tab-Delimited Fields The following log format defines a variation of the standard NCSA Common Log Format where fields are tab delimited and the request method and protocol are stored separately from the URL requested (all one line): %HOST%\t%IDENT%\t%USERNAME%\t[%DATETIME%]\t %METHOD%\t"%URL%"\t%PROTOCOL%\t%STATUS%\t %BYTES% The following field identifiers define a timestamp format that can be used to parse dates such as “2010-04-01<tab>12:34:56”: %CUSTOMDATE Y-M-D\tH:MI:S% %CUSTOMDATE_GMT Y-M-D\tH:MI:S% About log files on FTP servers When you specify the location of a profile's log files you can specify the location as an FTP server. There are several considerations related to FTP servers to be aware of. v Each time you update a profile NetInsight contacts the FTP server. If a log file’s size has changed since the last time the profile was updated NetInsight downloads the file again. For large log files this can be a slow process. Therefore, the best practice is to rotate your log files daily (or weekly if your traffic is low). v If a firewall separates the NetInsight server and the FTP server, you may need to configure NetInsight to access the FTP server in passive mode. This option is enabled by default in NetInsight. For details, see instructions for accessing FTP servers in passive mode. To specify the date format of your log files Note: This configuration applies only to Microsoft log files in the IIS Standard/Extended or Microsoft Proxy format. If you are analyzing Microsoft log files, you must specify in what format the log files store dates. For example, is July 10, 2010 stored as 10/07/10 or as 07/10/10? 1. View the profile for which you want to specify the date format for your log files. 2. Click the Options tab. 3. In the Options panel, select Main > Locale. 4. In Log file date format, select the date format used in your log files. Chapter 5. Importing log files 43 5. Click Save Options. The change will be applied to all new log file data you import. If you want this change to be applied to log file data you have already imported, you must delete your profile data and reimport the log files. To process only data for the configured site If your log files contain data for more than one site, you can configure NetInsight to only import data for the site the profile is configured to analyze. Note: To use this option successfully, the profile's URL of the site being analyzed setting must be an exact, case-sensitive match of the site name recorded in the log files. For details, see the instructions for specifying the URL of the site being analyzed. 1. View the profile in which you want to analyze traffic to only one site in the log files. 2. Click the Options tab. 3. In the Options panel, select Main > Advanced. 4. Check Only process traffic to the configured site. 5. Click Save Options. The change will be applied all new log file data you import. If you want this change to be applied to log file data you have already imported, you must delete your profile data and reimport the log files. To select a time zone for a new profile A profile can display data in any time zone, regardless of the time zone in the web site or page tag server log file. If you use web site log files instead of page tags, ensure your web server includes the time zone in the log files. NetInsight cannot change the display time zone if the initial time zone is unknown. This option is only available for logs in NCSA, Netscape Flexible, or a custom format. W3C Extended logs record time using Greenwich Mean Time. By default, NetInsight converts the times in W3C Extended logs to the local time of the NetInsight installation. Important: As a best practice, do not change the time zone after production data has been imported into the profile. 1. View the profile in which you want to select a time zone. 2. Click the Options tab. 3. In Options panel, select Main > Advanced. 4. Check Convert dates and times to local time zone. 5. Select the time zone to use from the drop-down list. The values in the list are the time zones that apply to the current date. For example, in December the list contains standard time zones, not daylight saving time zones. The value you select is stored in the profile's configuration file in the <converttimes> element. If the local time zone you select observes daylight saving time, the profile will display the correct times and dates all year. If the local time zone you select does not observe daylight saving time, you must manually modify the profile's 44 IBM Unica NetInsight: Administrator's Guide configuration file so the value of the <converttimes> element is a time zone identification that is valid all year. For example, for most locations in Arizona, <converttimes>America/Phoenix</converttimes> ensures the correct times and dates all year. If you do not modify the configuration file, you will need to change the value in the profile options after each time change but before you import any post-change data into the profile. 6. Click Save Options. To stop conversion of dates and times in W3C log files Most W3C log files store date and time in Greenwich Mean Time. By default, NetInsight converts dates and times in W3C log files to the local date and time of the NetInsight installation. If your W3C log files do not store dates and times in Greenwich Mean Time you must configure NetInsight not to convert them. 1. View the profile in which you want to stop date and time conversion. 2. Click the Options tab. 3. In the Options panel, select Main > Advanced. 4. Check convert dates and times to local time zone. 5. Click Save Options. The change will be applied to all new log file data you import. If you want this change to be applied to log file data you have already imported, you must delete your profile data and reimport the log files. Chapter 5. Importing log files 45 46 IBM Unica NetInsight: Administrator's Guide Chapter 6. Working with page tags Page tagging is an alternate method for traffic information about your site that goes beyond the standard data recorded by default in your Web server log files. Basic page tagging involves sending information to NetInsight every time a page loads in a visitor's web browser. You can customize page tagging to also send information when a visitor interacts with a tagged page (for example, uses a particular navigation item or starts a video). You can use direct tags to send data to NetInsight when JavaScript rendering is not possible (such as in cell phone applications or Flash widgets). Direct tags are also known as web beacons. When to use page tagging Use page tagging when: v You do not have access to the log files of your Web site’s server and you want to analyze traffic on the site. v You want to analyze additional information (such as screen resolution) about your site’s visitors that is not transferred during a page request but is transferred during a page tag request. v You want to track events, which are any actions on your Web site other than loading a page. Events include but are not limited to the following: changing a field on a form, selecting an option in a drop-down list box, submitting a form. Events are plentiful in Rich Internet Applications (RIAs) such as Flash or AJAX applications. v You want to attribute credit for conversions to your marketing campaigns. How page tagging works Page tagging works as follows. 1. In each page on your site that you want to track, you place a page tag. A page tag is an HTML reference to the page tag script. If you want to track every page on your site, you can paste the page tag in a common include file such as a footer. 2. The page tag script (ntpagetag.js) is a JavaScript file that includes functions that collect information about visitors to your tagged pages. It converts the information into name/value pairs that can be read by NetInsight. IBM provides you with the page tag script. You customize it as desired and place it on a publicly accessible Web server (typically the same one that serves your site). 3. The page tag script includes a request to the NetInsight servers for a one-pixel-by-one-pixel transparent image—the page tag image. When a request for the image file is sent to the NetInsight servers, the visitor information that was processed by the page tag script is sent with the request. This is how visitor information is transferred to NetInsight. A request for the page tag image is made each time a visitor loads a tagged page or executes a tagged event. 4. The page tag script includes a request for the page tag image. The page tag image is a one-pixel transparent image which you place on a publicly accessible © Copyright IBM Corp. 1996, 2011 47 Web server, usually in the server’s HTML document root or in an image folder. Although you can place the page tag image on the same server as the Web site you want to tag, it is not necessary. In some cases, it is preferable to place it on a separate Web server. When a request for the image file is sent, the visitor information that was processed by the page tag script is sent with the request. A request for the page tag image is made each time a visitor loads a tagged page or executes a tagged event. Basic page tagging data, dimensions, and metrics By default, page tagging collects the following visitor information: v IP address v GMT date/time v Page request with query string v v v v v v v Referring URL Screen resolution Screen color depth Browser language Browser Java support User agent Cookie information This information appears in your reports through the default dimensions and metrics. These are the default dimensions: v Page v Entry Page v v v v v v v v Exit Page Entry Referrer Browser Platform Geographic Data (Country, City, Time Zone, Organization, etc.) Date Time Day of the Week These are the default metrics: v Number of visitors v v v v v Number of views Number of visits Number of new visitors Number of repeat visitors Total time online v Average viewing time v Average visit duration v Views per visit You can customize page tagging to track and report on a range of other visitor activities such as shopping cart activity, form interaction, clicks on links to external 48 IBM Unica NetInsight: Administrator's Guide sites, interaction with a Rich Internet Applications (RIA) like Flash, or any other event. Page tags can be customized on a page-by-page basis using optional page-specific variables. About the page tag image query string The information NetInsight analyzes is sent via name-value pairs in requests for the page tag image. NetInsightrecognizes some names by default and will store and analyze the values. If you want to analyze more information, you can add name-value pairs to the page tag and then create parameters in NetInsightso that information is stored and reported on. Below is a sample HTTP request for the page tag image. In the request: js=JavaScript support; ts=a JavaScript timestamp; lc=requested page; rf=referrer; rs=screen resolution; cd=color depth; ln=browser language; tz=time zone; jv=java support; ck=cookies. 192.168.0.64 - - [25/Jul/2009:07:30:49 -0400] "GET http%3A //mysite.com/images/ntpagetag.gif?js=1&ts=1089199849489.408&lc=http% 3A//www.mycompany.com/index.html&rf=http%3A//www.google.com&rs=1280x1024&cd= 24&ln=en&tz=GMT%20-04%3A00&jv=1&ck=SaneID%3DASZGlNYNbU1-V9Fop9P HTTP/1.1" 200 85 "http://www.mycompany.com/index.html" "Mozilla/5.0 (X11; U; Linux i686; en-US; rv:1.3.1) Gecko/20030425" Page tagging options settings in NetInsight Page tag image requests can be analyzed either separate from or along with the web server log entries for the original page request. So you can selectively tag the pages you want to track, or collect additional information on a specific subset of pages. You can also track pages in instances when you don't have access to a site's web server logs. There are several ways to use page tag data in a profile: v Not used: Disables page tagging. However, requests for the page tag image count as hits. v Used only to augment log files with additional data: Requests for the page tag image count as hits but not as page views. Augmenting log files with page tag data lets you capture additional client-side information like screen resolution or track like shopping cart adds and removes. v Used instead of log files to collect data for a single site: This is the most common page-tagging mode. Requests for the page tag image count as page views. Non-page tag requests are not counted. If you use this option, make sure you tag every page you want to track. Tag non-HTML views (such as file downloads) by tagging the link to the file. Use event tags to track on-page events like shopping cart activity. This mode expects pages to be logged in the format http://www.host.com/ page.html. NetInsightparses the host from the URL and compares it (without respect to case) to the URL of the site being analyzed (as defined in General options), or the server URL if your log files are clustered for multiple sites. If they match the host is removed from the URL and the request counts as a page view. If they do not match, the request is not counted. v Used instead of log files to collect data for multiple sites: Requests for page tag images count as page views. Non-page tag requests are not counted. Pages appear in NetInsightreports as full URLs (as they do when NetInsightis configured to process log files clustered for multiple sites). If you are using page Chapter 6. Working with page tags 49 tags to collect data for multiple sites, you must use this mode so that NetInsightcan differentiate between page tags generated for identically named pages from different sites . v Used in addition to log files to collect data for multiple sites: Requests for page tag images and non-page tag requests both count count as page views. (Non-page tag requests are prefixed with the URL in the General options, or the server URL if the log files are clustered for multiple sites.) Use this mode if you want to use log files in conjunction with page tags for your main site, or if portions of your site come from other web sites whose logs you cannot access. In that case you would tag the pages on those remote sites. Page tags generated from the remote sites count as page views. The pages from each site re prefixed with the site’s name (for example, http://www.ourpartner.com/ remotepage.html). Both regular log records and page tag records will count as page views. Therefore, do not add page tags to your main site for which you are using log files, as traffic will be counted twice. Using event tags only will not result in traffic being counted twice. Note: If a page tag request includes pv= or ev=, those values will override the Page Tagging option’s default behavior for page views. Planning your tags In order to get the most from page tags, you must understand your organization's reporting needs. As a best practice, review the reporting needs with IBM Professional Services. If Professional Services is not involved, use iterative rounds of testing in a data validation profile to ensure the tags meet the reporting requirements. When you implement page tagging for web analytics, you will be customizing individual web site pages. You may need to revise these tags, which involves working with your IT department to change your web site pages. Basic page tagging deployment checklist Basic page tagging encompasses those tasks and considerations necessary to deploy page tagging at its out-of-the-box level of functionality. These are listed here. Individual steps are described in greater detail later in this document. 1. Acquire the Page Tag package from IBM. 2. Deploy the page tag image to a web server that meets the requisite accessibility and log format requirements. 3. Edit the page tag script to point to the location of the page tag image. Deploy the page tag script to a location accessible to your tagged pages. 4. Tag your web pages. At a minimum individual pages need to include a call to the page tag script. 5. Verify that page tagging is working. 6. In NetInsight's Profile Administration, configure your profile(s) to import logs from the page tag image's web server. In Profile Administration > Main > Page Tagging, specify how NetInsightshould use page tag data (for example, to augment standard log data or in place of standard log data). 50 IBM Unica NetInsight: Administrator's Guide About the page tags package In order to use page tags you need the Page Tags package. The Page Tags package is a zip file that includes the files you need to get started tagging your site. Specifically it contains: v The the page tag script (ntpagetag.js). v The page tag image (ntpagetag.gif) v A sample of a tagged HTML (sample.html). The sample page contains the script call to ntpagetag.js that you will need to place in all your tagged pages. It also includes examples of page-specific variables you can place on individual pages that you want to process specially. To download the Page Tags package go to http://customers.unica.com/home.cfm > Software Downloads > IBM Web Analytics Page Tagging Script. To deploy the page tag image Deploying the page tag image means simply placing it (ntpagetag.gif) in an accessible location on a publicly accessible web server. This is typically in the server's HTML document root or in an image folder. You can place the image on the same web server as the site you want to tag but it is not necessary. Log format requirements for the page tag image web server It is important to understand that it is from the page tag image's web server logs that NetInsight gets its page tag data. So you must be able to access these logs, and they must be in a format NetInsight can read. Supported formats include: v Microsoft IIS Standard and Extended v NCSA Common and Combined v Netscape Flexible v W3C Extended If you need more information, see the topics on importing log data. Once you have deployed the page tag image you are ready to edit and deploy the page tag script. To edit and deploy the page tag script 1. Open the page tag script (ntpagetag.js) in a text editor. 2. Change the value of the NTPT_IMGSRC variable to the location of the page tagging image. If your web content, the page tag image, and the page tag script will all be delivered from the same server you can use a relative path. Otherwise, use an absolute path. You can use NTPT_HTTPSIMGSRC to specify the location using secure protocol. 3. Make any desired changes to the required or optional variables in the page tagging script to control which fields are included in the page tag and the default page tag settings. Note: As a best practice, do not disable the default fields (defined in the NTPT_FIELDS variable). 4. Place the page tag script on a publicly accessible web server. Confirm that the script is publicly accessible. Chapter 6. Working with page tags 51 You are now ready to tag your pages. To tag your site pages To tag your web site pages: 1. Open sample.html in a text editor and find the NetInsightpage tag, which consists of these lines: <!-- BEGIN: IBM Unica Page Tag --> <!-- Copyright 2001-2010, IBM Corporation All rights reserved. --> <script language="JavaScript" src="/scripts/ntpagetag.js"></script> <noscript> <img src="/images/ntpagetag.gif?js=0" height="1" width="1" border="0" hspace="0" vspace="0" alt=""> </noscript> <!-- END: IBM Unica Page Tag --> 2. If necessary, change the script element’s src attribute to match the location of the page tag script (ntpagetag.js). If the page tag script is on the same server as your Web site content, you can use a relative path. Otherwise, use an absolute path. 3. If necessary, change the img element’s src attribute to match the location of the page tagging image (ntpagetag.gif). 4. Copy and paste the page tag into each page on your site you want to track with NetInsight. If you want to track the entire site, paste the page tag into the master template or a global include file, such as a footer. 5. Copy your tagged web pages or the updated master template or include file to the Web server. If you don't need to make more advanced customizations (such as modifying tags on a page-by-page basis or using tags to track events or retail activity) you are finished configuring your web site to use page tags. Next you should verify that your page tags are working. For instructions on viewing the data you are collecting in NetInsight reports see the NetInsight Reports User's Guide. Verifying that the page tags are working You can verify that the page tags are working by ensuring that the page tag server’s log files contain requests for the IBM page tag image (ntpagetag.gif). The log files should contain one line for each request for the ntpagetag.gif image, which is caused by a visitor loading a tagged page or executing a tagged event. Lines may be similar to the following example: 192.168.0.64 - - [25/Jul/2004:07:30:49 -0400] "GET /images/ntpagetag.gif?js=1&ts=1089199849489.408&lc=http%3A //testserver/sample.html&rf=http%3A //testserver/&rs=1280x1024&cd=24&ln=en&tz=GMT%20-04%3A00&jv=0 HTTP/1.1" 200 85 "http://testserver/sample.html" "Mozilla/5.0 (X11; U; Linux i686; en-US; rv:1.3.1) Gecko/20030425". To enable page tags 1. View the profile in which you want to analyze data collected from page tags. 2. Click the Options tab. 3. In the Options panel, select Main > Page Tagging. 52 IBM Unica NetInsight: Administrator's Guide 4. In the Page tags are list, select the mode that matches the data collection mechanism you want to use. 5. Click Save Options and then click Continue. If you selected Not used, you do not need to continue with the remaining steps. 6. Specify the images used to collect page tag data: a. To add an image, click Add enter a filter that describes the image, and click Add again. b. To edit a filter, select the filter in the list, click Edit, make your changes and click Save Changes. c. To delete an image, select the image and click Delete. When you import data into NetInsight from now on, NetInsight will analyze the data collected by the page tag images that match the current filters. 7. If this is what you want or if you have additional changes to make to the list of filters, click Continue. If you want NetInsight to use the current image list on data you have already imported, you need to delete all the data in your profile and reimport your log files. Note: If you do not still have all the log files you have imported into this profile, you will lose data permanently by choosing this option. To delete your profile data, click Delete Profile Data. What to do when JavaScript is disabled Because page tagging relies on JavaScript, JavaScript must be enabled in your visitors' browsers in order for you to track them with the page tag. For visitors with JavaScript disabled, you can include an HTML <noscript> tag that requests the page tag image directly. You can pass other information with that request, as desired. For example: <noscript> <img src="http://mysite.com/images/ntpagetag.gif?js=0" height="1" width="1" border="0" hspace="0" vspace="0" alt=""> </noscript> <noscript> <img src="http://[someID].unica.com/ntpagetag.gif?js=0" height="1" width="1" border="0" hspace="0" vspace="0" alt=""> </noscript> However, because robots and spiders cannot execute JavaScript, you may find that tracking only the visitors with JavaScript enabled is an effective way to separate human from non-human visitors. Using page tagging with secure pages The security of the page tag request is determined by the protocol used to call the page tag image and the page tag script. The page tag script contains calls for the page tag image using both HTTP and HTTPS. The script will automatically use the correct variable to match the protocol of the page from which the request is sent. If you specify a relative path to the page tag script in your page tags, your visitors’ browsers will automatically use the correct protocol. If you will be tagging pages that are all secure or all not secure, use the appropriate protocol for the page tag script. If you will be tagging a mix of pages Chapter 6. Working with page tags 53 that are secure and pages that are not secure place the page tag script on the same server as your Web site content and in your page tags use a relative path to the script location. To normalize query string parameter values The administrative option Normalize lc query-string parameters enables you to convert all lc query string parameter values to lowercase. If the option is selected, NetInsight converts the values to lowercase. If the option is cleared, the lc query string parameter values are unchanged unless you use URL Search and Replace rules to modify them. This option applies only to lc parameter values that include the protocol and host. 1. Open the administration home page by clicking on the Administration icon ( ). 2. Click the Options tab. 3. In the Options panel, select Main > Advanced. The Advanced options screen opens. 4. Select Normalize lc query-string parameters to convert all query string parameter values to lowercase. Adding dimensions to tags A dimension is an item of content you want to measure. Dimension values determine the rows in a NetInsight report. For example, Entry Page, and Entry Referrer are dimensions. There are three categories of dimensions: v Default dimensions for which basic page tags automatically collect data. v Standard dimensions that NetInsight recognizes automatically when you add them to the tag v Standard dimensions that NetInsight recognizes automatically when you add them to the script element that sets the variables for the imodTag.js script. v Custom dimensions that NetInsight must be configured to recognize when you add them to the tag v Custom dimensions that NetInsight must be configured to recognize when you add them to the script element that sets the variables for the imodTag.js. script. Direct tags do not have default dimensions because they do not call the page tag script. Default dimensions For basic page tags and event tags, the default dimensions are determined by the page tag script (ntpagetag.js). You can edit the script to disable some of the default dimensions, although this is not a best practice. For details, see documentation on the “NTPT_FIELDS” on page 72. Direct tags do not have default dimensions because they do not call the page tag script. 54 IBM Unica NetInsight: Administrator's Guide Standard dimensions NetInsight recognizes automatically NetInsight automatically recognizes information passed via the following standard dimensions. NetInsight reports on their values without the need to first configure parameters for them. Name Description Value / Example conv Used to tag a page view or event as a conversion for marketing attribution. The value of the conv parameter is the conversion type. Any text value ets Unique floating pointer used by your visitors' browsers to help avoid cached page tag requests. The page tag script sets the value for this dimension automatically. Number ev Type of event Any text value lk Code that tells NetInsight to count the page tag request as a link to an external site. 1 Code that determines whether or not NetInsight counts the page tag request as a page view. A value of 0 does not count the request as a view. A value of 1 counts the request as a view. 0, 1 pv conv=download lk=1 Use pv=0 when using a page tag to send visit-level data. When using page tagging to augment log files with additional data, use pv=1 to count the request as a view. When using page tagging instead of log files, you do not need to specify pv=1 because counting the page tag image request as a page view is the default behavior in this mode. rta Products added to the shopping cart on List of product SKUs, quantities, and the current page values separated by semi-colons rtc Products purchased List of product SKUs, quantities, and values separated by semi-colons rti Order ID associated with the current page String rtr Products removed from the shopping cart on the current page List of product SKUs, quantities, and values separated by semi-colons rtt Revenue associated with the current page Number rtv Products viewed on the current page List of product SKUs separated by semi-colons sc Status of the request (HTTP status Number code). NetInsight uses this dimension to determine which requests are errors. sc=404 site Name of the site (used to filter data into profiles) String Chapter 6. Working with page tags 55 Name Description Value / Example ts Unique floating point identifier used by your visitors' browsers to help avoid cached page tag requests. The page tag script sets the value for this dimension automatically. Number un Populates values for NetInsight's user dimension. String vc Visit cost (the amount of money spent to drive a visitor to your site for this visit). The value must be a float value and cannot include a currency sign or commas. Number Additional standard dimensions for use in direct tags The dimensions in this table are default dimensions in basic page tags and event tags, and NetInsight recognizes them automatically when you use them in direct tags. Some of these dimensions are commonly used in direct tags and others are rarely used. Name Description Value / Example cd Color depth of the visitor's web browser Number Cookies and values. The list of cookie name-value pairs must be delimited using semi-colons and the entire list must be URL encoded. String Requested page (including query string). The value must be in the form of a URL and must be URL encoded. Any URL Language of the visitor's web browser String ck lc ln cd=32 ck=UnicaNIODID %3Dti05RwsKyD6V50cKhL %BSessionID%3D9816106-8172 lc=http%3A%2F%2Fblog.company.com %2Fpage.html ln=en rf Referrer to the page A URL-encoded URL rf=http%3A%2F%2Fwww.google.com %2Fsearch rs tz Screen resolutions of the visitor's web browser, expressed in width times height. NumberxNumber Time zone of the visitor's web browser URL-encoded time zone value rs=1280x800 tz=GMT%20-04%3AOO Example: site dimension In NetInsight, profiles are typically configured to filter data based on the site parameter. You give each site you want to analyze a unique site parameter value and then create one profile per site. 56 IBM Unica NetInsight: Administrator's Guide Filtering based on the site parameter is preferred to filtering based on the URL (page) for the following key reasons: v Unlike URLs, the site dimension values are unaffected by translation services or caching servers. (The URL of a page that is viewed through a translation service or caching server may no longer contain the originating domain name, and thus will not be filtered appropriately.) v Using the site dimension ensures the filtering will work even if the URLs change over time. If you want to analyze multiple sites in a combined profile, use a common prefix in the site dimension values for those sites (for example, the name of your organization for production servers or test for test servers). This enables you to write a simple filter for the combined profile. About using custom dimensions You can configure your tags to collect data about custom dimensions and send the data to NetInsight. You insert custom dimension data into the page tag using name-value pairs (also called parameters). Then, you configure the appropriate profiles to recognize the parameter. For example, if you want to analyze which content authors create the most popular content, you can create an author parameter and use it in the page tag query string for all page views. Once you have configured your profiles, the profiles contain a report that shows which authors have the most popular content. You can also use the author custom dimension to filter other reports. Constructing the dimension name-value pair The custom dimension parameter name must meet the following requirements: v It must use alphanumeric characters only. v It must be unique. (Be sure you are not using the name of a default or standard dimension, even if that dimension is not currently used in your tags.) The custom dimension parameter value must be URL encoded using the encodeURIComponent() JavaScript function. You can either define the appropriate value for the dimension each time you add the dimension's parameter to a tag, or you can set the dimension parameter to the value of an existing variable on your page. (Setting the dimension to a variable may not be possible for all sites or applications. The exact method to use depends on the scripting language used by the site or application.) Passing multiple values Generally, the value in a name-value pair is a single value (for example, a single video title). However, you may want to pass multiple values instead (for example, a list of all ads displayed during the page view). You can use a list of separated values. To include multiple values in the name-value pair: v Use a separator to indicate where one value ends and another begins. A comma is the default separator, but you can also use a pipe, colon, or semi-colon. v Configure the appropriate profiles to recognize the custom dimension parameter. Chapter 6. Working with page tags 57 Example: <script language="Javascript"> var NTPT_PGEXTRA=’ads=abchotel,discounttheater,acmecar’; </script> <script type="text/javascript"> var unica_imod_url = "http://imod.yourdomain.com/frontend/dynamicAssets"; var NTPT_IMGSRC =’http://[someID].unica.com/ntpagetag.gif’; var NTPT_HTTPSIMGSRC=’https://[someID].unica.com/ntpagetag.gif’; var NTPT_PGEXTRA=’ads=abchotel,discounttheater,acmecar’; </script> Planning your custom dimensions Every custom dimension must have a corresponding parameter defined in NetInsight. You should carefully consider your reporting needs and plan out the dimensions you need before you start creating them. There is a limit to the number of parameters your profiles can contain. (The exact limit is defined during the account startup process.) Because of this limit, whenever possible you should create parameters that you can use in multiple scenarios. You can use filters to focus your reports on particular values, as in the following example. Example: Video and audio content Suppose your site contains video and audio content and you use event tags to track when visitors start a video or audio file. Because you want to analyze video and audio content separately, you create two event types (ev=videostart and ev=audiostart). You also want to analyze the title of the file that was started, and you can do that with a custom dimension. Your first thought might be to create one dimension for videos and one for audio files, but you will have more reporting options and keep the number of parameters lower if you use one dimension for both video and audio titles (for example, title). If you create a title dimension, you can create the following reports: v Report showing all pages on which visitors started a video and which videos they started (Page Summary with title dimension added and a filter of ev=videostart) v Report showing all pages on which visitors started an audio file and which audio files they started (Page Summary with title dimension added and a filter of ev=audiostart) v Report showing the most popular video and audio content (Parameter Summary for title; if you use title for other event types also, such as banner ads, add filters ev=videostart and ev=audiostart) v Report showing the most popular video content (Parameter Summary for title with filter ev=videostart) v Report showing the most popular audio content (Parameter Summary for title with filter ev=audiostart) Adding a dimension to a tag Before adding a custom dimension, see if the data is already being collected. For example, the referrer value or the page URL may already contain the information. In that case, you do not need to modify the tag. In most cases, you need to insert the dimension data into the tag using the dimension's parameter. How you add the parameter depends on the type of tag. 58 IBM Unica NetInsight: Administrator's Guide Basic page tags—global dimensions If the dimension is one that applies to every page, add the dimension's parameter to the NTPT_GLBLEXTRA variable in the tag script (ntpagetag.js). Separate name-value pairs with ampersands. Example: This example adds the site dimension and the un dimension to every tag. The un dimension is set to the variable userName. (The exact method for setting dimensions to variables depends on the scripting language used by your site.) var NTPT_GLBLEXTRA = ’site=dailyherald&un=’ + userName; Basic page tags—local dimensions If the dimension applies to some pages only, you must set the parameter for the dimension to the appropriate value on each page, using the NTPT_PGEXTRA variable. Separate name-value pairs with ampersands. Make sure NTPT_PGEXTRA is in a position where it will be parsed before the page tag script is called. Example: <script language="JavaScript"> var NTPT_PGEXTRA=’author=JohnSmith’; </script> Event tags In the JavaScript event handler or Flash ActionScript for the event being tagged, do one of the following: v Use ntptAddPair to define the dimension before the ntptEventTag, ntptLinkTag, or ntptSubmitTag function is called. v Use the querymod argument of the ntptEventTag, ntptLinkTag, or ntptSubmitTag function to define the dimension. Example: In this example, the onclick JavaScript event handler calls the ntptEventTag function and uses the querymod argument to add the ev standard dimension and the evdetail custom dimension. <a href="go.asp" onclick="ntptEventTag(’ev=buttonclick&evdetail=go’);"> Direct tags Include the name-value pair for the dimension in the list of name-value pairs after the question mark (?) in each direct tag to which the dimension applies. Example: This example adds the site dimension and the visitor identification cookie. http://pt001.unica.com/ntpagetag.gif?lc=http%3A%2F%2Fapplication%2Fstart&site= application&ck=UnicaNIODID%3DcookieValue Chapter 6. Working with page tags 59 Including cookie data in page tag requests The NetInsight page tag script automatically sets a visitor identification cookie and includes the cookie data in the page tag request. If your web site sets other cookies, you can configure the page tag script to include the data from those cookies in the page tag request as well. About visitor identification cookies By default, the NetInsight page tag script assigns a cookie to visitors. NetInsight uses this cookie for visitor identification and parameter analysis. The visitor identification cookie is set when the page tagging script loads. Because the cookie is set through JavaScript, visitors must have JavaScript enabled in their browser in order to be tracked. (Users who do not have JavaScript enabled appear in the unique visitor count but no page tag data is collected for them.) You can edit the page tag script (ntpagetag.js) toadd parameters to the script element that sets variables for the imodTag.js script that make the following changes to the visitor identification cookie: v Stop setting visitor identification cookies v Change the visitor identification cookie name (as a best practice, do not change this cookie name if you are already collecting data) v Change the expiration period for the visitor identification cookie v Declare a domain visitor identification cookie to track visitors across subdomains To capture data from additional cookies If desired, you can capture data from cookies set by your web site and then run reports on that data in NetInsight. You can capture cookie data globally (this is, on each page load) or for specific pages only. Cookie names are specified as an array. To capture your cookie data via page tags: 1. In the page tagging script (ntpagetag.js), set NTPT_FLDS.ck to true. This enables collection of cookie data. Ensure that no variables used in your page tags at either the global or page level have their value set to ck as this would prevent collection of cookie data (for example, NTPT_GLBLEXTRA="ck=somevalue"). For the same reason, do not use tagging functions (for example, ntptAddPair, ntptEventTag) to add a ck parameter or modify the existing ck parameter. 2. Declare the cookie name variable. Specify the names of the cookies you want to capture as an array. a. To capture cookies globally, declare the NTPT_GLBLCOOKIES variable in the page tagging script. b. To capture cookies on specific pages, declare the NTPT_PGCOOKIES variable on those pages where you want to capture cookie data. Examples: NTPT_GLBLCOOKIES= ["cookie1", "cookie2"]; NTPT_PGCOOKIES= ["cookie1", "cookie2"]; 60 IBM Unica NetInsight: Administrator's Guide Tagging events An event is any on-page action other than loading a page on your site. Events include but are not limited to the following: v Changing a field on a form v Selecting an option in a drop-down list box v Submitting a form v Clicking a link to display a page on another site v Starting a video v Viewing a PDF document v Checking an option (such as sound on/off) Events are plentiful in RIAs such as Flash or AJAX applications. The IBM page tag script includes special functions to use when tagging events. About event tagging Unlike a basic page tag, which sends a request when a page loads, an event tag sends a request when an event occurs on a page. Another difference is that a basic page tag calls the entire page tagging script and an event tag calls a specific function in the script. There are three main event tagging functions: v ntptEventTag v ntptLinkTag v ntptSubmitTag Every event you want to track must call one of these functions in its JavaScript event handler or Flash ActionScript. Events may also call ntptAddPair and ntptDropPair in conjunction with one of the main functions. Counting events as events and not page views NetInsight considers every call to the page tagging script a page view, even if the call is to one of the event tagging functions. To cause an event to count as an event and not a page view, set the field-value pair ev=eventtype using the query modifier of the ntptEventTag, ntptLinkTag, or ntptSubmitTag function. Before you tag events NetInsight analyzes events that occur on tagged pages only. A visitor must have at least one tagged page view in the visit before NetInsight tracks events for that visitor. A tagged event is tracked only if the previous page view for the visitor matches the page on which the event occurred. (If you are using direct tags, the lc parameter for the event must match the lc parameter for the previous page view.) Tracking an event as a page view Some events should be tracked as page views. For example, opening a PDF file is technically an event because clicking the link that opens the PDF is an interaction with a page. Opening a PDF can not be tracked with the basic page tag, since a Chapter 6. Working with page tags 61 basic tag must be embedded in an HTML page. However, usually what you want to analyze about the PDF view is the content, not the act of opening the PDF. Even though you must tag opening the PDF using the event tagging functions, you can have NetInsight track it as a page view instead of an event. When to track an event as a page view The main question to ask when deciding if something should be a page view or an event is this: do you want to analyze this content in path reports? If the answer is yes, NetInsight must track it as a page view. How to track an event as a page view To track an event as a page view, do the following: v Do not set a value for the ev dimension. When the ev dimension is missing, the action does not count as an event. v Either set the pv dimension to 1 (pv=1) or remove it altogether, but do not set pv to 0. When pv=0, the action does not count as a page view. v Use the href as the value of the lc dimension, but be sure to use URL encoding for the value (of the href) so it does not conflict with the page tag request. Example <a href="article1.pdf" onclick="ntptEventTag(’lc=’ + encodeURIComponent (this.href) );" target="_blank"> Ensuring link and submit page tag requests are submitted before the page unloads Following a link or submitting a form ultimately leads to the unloading of the page that contains the link or the form. To ensure that the request is sent before the page is unloaded, the page tag script introduces a small delay when tagging links and submissions. This delay is the maximum amount of time that will elapse before the page is unloaded; if the request returns before the specified time has elapsed, the page will be unloaded immediately, without waiting for the rest of the time. You can configure this delay globally by setting the NTPT_MAXTAGWAIT variable. You can adjust the wait for an individual link or submission by using the maxtagwait argument for ntptLinkTag or ntptSubmitTag. The NTPT_MAXTAGWAIT variable does not introduce a delay for tags created using ntptEventTag. If you need a delay, use ntptLinkTag or ntptSubmitTag. The default wait is one second, which is usually indiscernible to the user and is usually sufficient to effectively capture all tagged links and form submissions. To tag JavaScript or AJAX events 1. Ensure that each page that contains an event you want to track has been tagged with the IBM page tag, either directly on the page or through a common include file. 2. Customize the page tagging as needed for each page, using the optional page-specific variables. 3. Create a JavaScript event handler for every event you want to track. 62 IBM Unica NetInsight: Administrator's Guide Each event handler should call the appropriate event-tagging functions provided by IBM. (See the Reference chapter for details.) 4. Copy your tagged HTML pages to the Web server or your content management system. The example below shows three different ways to call the IBM event-tagging functions. The first instance uses the onchange attribute of the <input> HTML element to call the ntptEventTag function directly. The second instance uses the onchange attribute of the <input> HTML element to call the ntptEventTag function and pass additional information. In this case, the value of the text box is passed to the page tag request. The final instance uses a custom event handler named MyEventHandler to call the ntptAddPair and ntptEventTag functions in a JavaScript function. <form> <input type="checkbox" name="mybox" onchange="ntptEventTag();"> <input type="text" name="mytext" onchange="ntptEventTag(’ev=myevent&mytext=’ + encodeURIComponent( this.value ) );"> <script language="JavaScript"> function MyEventHandler() { ntptAddPair( "color", "red" ); ntptEventTag( "ev=myevent" ); } </script> </form> To tag events in Flash 8 or greater 1. Add the following function to the bottom of ntpagetag.js. Or place it in its own file and, in the page whose Flash you want to track, call the file after you call ntpagetag.js. unicaFunctions is a handler that parses name/value pairs returned by your tagged Flash and communicates them to the ntpagetag script function unicaFunctions(command, args) { if (null == args) { return; } var tmpargs = args.split(","); if (command == "ntptEventTag") { (0 == tmpargs[0].length) ? ntptEventTag() : ntptEventTag(tmpargs[0]); } else if (command == "ntptAddPair") { if ( 2 != tmpargs.length ) { return; } else { ntptAddPair(tmpargs[0], tmpargs[1]); } } else if (command == "ntptDropPair") { if ( 1 != tmpargs.length ) { return; } else { ntptDropPair(tmpargs[0]); Chapter 6. Working with page tags 63 } } } 2. On the page whose Flash you want to track, add this function to your Flash ActionScript. It serves as a bridge to ExternalInterface.call which calls unicaFunctions. You can name the function anything. function FlashTracking(func, args) { ExternalInterface.call("unicaFunctions", func, args); } 3. In the page's ActionScript, use the function you just added to specify name/value pairs to pass to ntptEventTag. See the next section for examples. Flash page tagging examples In this example, the string "ev=videoaction&video=myvideo&videoaction=rewind" is passed to ntptEventTag. NetInsight reports will show that the visitor initiated a "rewind" "videoaction" event for "myvideo." // visitor is rewinding movie this.FlashTracking( "ntptEventTag", "ev=videoaction&video=myvideo&videoaction= rewind" ); Using ntptAddPair to add information If you need to add information to an event's attributes prior to firing the event, you can call the NetInsight ntptAddPair helper function. // Visitor sets interior color to red and adds the sunroof option this.FlashTracking( "ntptAddPair", "color,red" ); this.FlashTracking( "ntptAddPair", "sunroof,true" ); this.FlashTracking( "ntptEventTag", "ev=PersonalizeCar" ); This example will result in an event tag equivalent to: this.FlashTracking( "ntptEventTag", "ev=PersonalizeCar&color=red&sunroof=true" ); Using ntptDropPair to remove information While arguments specified in ntptEventTag are bound to just that call, name/value pairs set with ntptAddPair are stored in the JavaScript of the containing page. These pairs remain until a new page is viewed (which is effectively the length of the Flash application). To remove them use ntptDropPair. Building on the previous example, if the next set of ActionScript calls are: // Visitor removed the this.FlashTracking( this.FlashTracking( this.FlashTracking( sunroof option and added ABS "ntptDropPair", "sunroof" ); "ntptAddPair", "ABS,true" ); "ntptEventTag", "ev=PersonalizeCar" ); ... this will result in an event tag equivalent to: this.FlashTracking( "ntptEventTag", "ev=PersonalizeCar&color=red&ABS=true" ); The "color=red" pair came from the original calls. The "sunroof=true" is no longer there because it was dropped by the ntptDropPair call. The "ABS=true" pair comes from the most recent ntptAddPair. 64 IBM Unica NetInsight: Administrator's Guide Tagging Flash to track links In the following example a mouse down event on button_1 reports the event "clickedlink" to the external site unica.com. button_1.addEventListener(MouseEvent.MOUSE_DOWN,mouseDownHandler); function mouseDownHandler(event:MouseEvent):void { navigateToURL(new URLRequest("http://www.unica.com/")); this.FlashTracking("ntptAddPair", "gone,page"); this.FlashTracking("ntptEventTag", "lc=http://www.unica.com/" + "&ev=clickedlink"); } Marking link tags as links to an external site In NetInsight, links to external sites can be analyzed in the Link Summary. You can mark a link page tag request as a link to an external site by including the name-value pair lk=1 in the page tag request’s query string. You can pass the lk=1 name-value pair into the query string by including it in the querymod argument for ntptLinkTag or by using ntptAddPair to add it before you call ntptLinkTag. When you use lk=1, clicking the link is not tracked as a page view or an event, and NetInsight does not store the page on which the visitor clicked the link. Because of this, custom dimensions cannot be parsed from a page tag request that contains lk=1. Sending visit-level data when an event occurs Sometimes you need to send information when an event occurs, but you do not want the information associated with the event in your reports. For example, when a visitor uses a specific search tool for the first time or becomes a customer (not just a visitor) for the first time, you want to associate those changes in status with the visit, not with a particular event. You can send visit-level data by using an event tag with both of the following conditions: v The tag does not contain ev=event tag. v The tag contains pv=0. The first condition keeps NetInsight from registering the tag as an event. The second keeps NetInsight from registering it as a page view. Tagging retail activity You can use page tags to track these retail activities: v Product views v Shopping cart adds v Shopping cart removes v Checkouts You can tag or not tag individual retail activities, depending on your reporting needs. For example, if you require checkout data only, or if your site does not use a shopping cart, you can implement checkout tags without tagging cart adds, cart removes, or product views. Similarly, if your site is a product review site and not a retail site, you can use product view tags without tagging cart adds, cart removes, or checkouts. Chapter 6. Working with page tags 65 Tagging product views To track how often a product is viewed, use the rtv ("retail view") parameter to pass the product's identifier. You can pass the rtv parameter in a page tag (through NTPT_PGEXTRA) or in an event tag (through the querymod argument of ntptEventTag, ntptLinkTag, or ntptSubmitTag). If a page contains multiple products, you can pass multiple values to the rtv parameter. Separate multiple values with semi-colons. Example: Passing multiple static product identifiers In this example several product identifiers are passed as static values: var NTPT_PGEXTRA="rtv=prod1234;prod3456;prod5678"; Example: Passing a product identifier written by a script In this example, the product SKU is written by a script (in this case, PHP): var NTPT_PGEXTRA = "rtv=<?php echo $row_current_row[’sku’]; ?>"; Example: Appending rtv to an existing NTPT_PGEXTRA value In this example, the rtv parameter is appended to the pre-existing value of NTPT_PGEXTRA: NTPT_PGEXTRA +="&rtv=prod1234;prod3456;prod5678"; Ensuring product views are not counted twice If you pass the rtv parameter value through NTPT_PGEXTRA and the product view page contains event tags, you must clear the rtv parameter value before the event. Otherwise, two product views are logged: the first when the page loads and the second when the event tag is sent. If NTPT_PGEXTRA passes only the rtv parameter, you can clear the value as follows: NTPT_PGEXTRA="rtv=" However, typically NTPT_PGEXTRA passes additional information, such as authenticated user names, that you do not want to clear. In these cases, use the ntptDropPair function to clear the rtv parameter value without clearing the other parameters passed in NTPT_PGEXTRA. Call ntptDropPair before the event tagging function. ntptDropPair(rtv);ntptEventTa(’ev=cartadd&rta=’sProduct + ’;’ + iQuantity + ’;’ + fPrice); Another method of ensuring product views are not counted twice is to store the original NTPT_PGEXTRA variable prior to calling the page tagging script (ntpagetag.js) and then reset the variable after the page tag image request is sent. This is particularly useful in situations where there might be multiple events on the product view page (and therefore multiple places where you would need to add ntptDropPair). The following example assumes that NTPT_PGEXTRA is already passing the authUser variable as the un parameter value (see the first line of the script): <script language="JavaScript"> var NTPT_PGEXTRA = "un=" + authUser; var NTPT_PGEXTRA_ORIGINAL = NTPT_PGEXTRA; 66 IBM Unica NetInsight: Administrator's Guide NTPT_PGEXTRA +="rtv=prod1234;prod3456;prod5678"; </script> <!--BEGIN: NetInsight Page Tag--> <script language="JavaScript src="/scripts/ntpagetag.js"></script> <!--END: NetInsight Page Tag--> <script language="JavaScript"> NTPT_PGEXTRA=NTPT_PGEXTRA_ORIGINAL; </script> <script language="JavaScript"> var NTPT_PGEXTRA = "un=" + authUser; var NTPT_PGEXTRA_ORIGINAL = NTPT_PGEXTRA; NTPT_PGEXTRA +="rtv=prod1234;prod3456;prod5678"; </script> <!--BEGIN: NetInsight Page Tag--> <script language="JavaScript src="http://[someID].unicaondemand.com/ods/js/ imodTag.js"></script> <!--END: NetInsight Page Tag--> <script language="JavaScript"> NTPT_PGEXTRA=NTPT_PGEXTRA_ORIGINAL; </script> Tagging additions to a shopping cart When a product is added to a shopping cart, pass its identifier, quantity, and unit price in that order through the rta ("retail add") parameter. You can pass the rta parameter in a page tag (through NTPT_PGEXTRA) or in an event tag (through the querymod argument of ntptEventTag, ntptLinkTag, or ntptSubmitTag). ntptEventTag(’ev=cartadd&rta=’sProduct + ’;’ + iQuantity + ’;’ + fPrice ); The product identifier, quantity, and price are all required in order for NetInsight to track the cart addition. Example: In this example, the values for a single product are passed: ntptEventTag(’ev=cartadd&rta=’prod1234 + ’;’ + 1 + ’;’ + 10.00 ); Important: The unit price must be a float value. It must not include a currency sign or commas. Including a currency sign will result in a unit price of zero within NetInsight. Information for multiple products can be passed in a single call. The first three values must represent the identifier, quantity, and unit price of the first product, the next three values the ID, quantity, and unit price of the second product, and so on. Example: This example passes values for two products: ntptEventTag(’ev=cartadd&rta=’prod1234 + ’;’ + 1 + ’;’ + 10.00 + ’;’ + ’prod5678 + ’;’ + 5 + ’;’ + 5.00 ); Tagging removals from a shopping cart When a product is removed from a shopping cart, pass the same information that you sent when it was added. Pass the removed product's identifier, quantity, and unit price in that order through the rtr ("retail remove") parameter. Chapter 6. Working with page tags 67 ntptEventTag(’ev=cartremove&rtr=’prod1234 + ’;’ + 1 + ’;’ + 10.00 ); As with adds, information for multiple products can be passed in a single call. The unit price must be a float value. It must not include a currency sign or commas. Tagging the checkout process Tagging the checkout process allows NetInsight to report which products a visitor purchased, the price and quantity at which they were purchased, and the total revenue for the order. You tag the checkout process by passing the appropriate parameters via the order confirmation (or similar) page served at the end of the checkout process. You can pass the checkout parameters in a page tag (thought NTPT_PGEXTRA) or in an event tag (through the querymod argument of ntptEventTag, ntptLinkTag, or ntptSubmitTag). These are the checkout parameters: v rti ("retail order number"): The order identification number. Including the rti parameter is optional. However, if it is left out NetInsight will not store the revenue for this checkout separately. Instead it will add it to the revenue of any other checkouts completed during the visit. v rtt ("retail total revenue"): The total revenue for this order. v rtc ("retail checkout"): The product ID, quantity, and unit price of each product purchased. Syntax: var NTPT_PGEXTRA = "rti=sOrderID&rtt=fTotalRevenue&rtc=sProduct;iQuantity;fPrice" ; Example: This example shows an order ABC1234 that totals $199.99 and consists of two products costing $150 and $49.99 respectively. var NTPT_PGEXTRA = "rti=ABC1234&rtt=199.99&rtc=prod1234;1;150;prod3456;1;49.99" ; Retail page tag parameters summary Page Tag Value rtv rta What It Reports Format / Example retail (product) view rtv=sProduct retail (cart) add rta=sProduct;iQuantity;fPrice NTPT_PGEXTRA="rtv=product1;product2;product3"; ntptEventTag('ev=cartadd&rta='prod1234 + ';' + 1 + ';' + 10.00 ); rtr rtc retail (cart) remove rtr=sProduct;iQuantity;fPrice retail (cart) checkout rtc=sProduct1;iQuantity1;fPrice1;sProduct2;iQuantity2; ntptEventTag('ev=cartremove&rtr='prod1234 + ';' + 1 + ';' + 10.00 ); fPrice2 NTPT_PGEXTRA="rtc=prod1234;1;5.00;prod3456;3;19.95"; rtt 68 retail total revenue IBM Unica NetInsight: Administrator's Guide rtt=float rtt=210.54 Page Tag Value rti vc What It Reports Format / Example retail order number rti=string visit cost vc=float rti=8318 vc=20.00 Retail metrics This table lists the retail metrics that are available in NetInsight reports and provides the corresponding parameter and a description for each one. Metric Parameter Description Abandoned Carts rta The number of visits that have shopping carts that did not complete the checkout process. Abandoned Revenue rta The total value of all shopping carts that did not complete the checkout process. Average Order Value rtt The amount of money (on average) spent on each order. Cart Abandonment Rate rta The percentage of visits that have shopping carts that did not complete the checkout process. Cart Adds rta The number of times visitors placed a product in their shopping carts. Cart Removes rtr The number of times visitors deleted a product from their shopping carts. Checkout Rate rtc/rtt The percentage of visits with shopping cart activity that completed the checkout process. Checkouts rtc/rtt The number of times the checkout process was completed. Product Revenue rtc The total value of the cart contents at checkout time. This is independent of the rtt parameter. Product Views rtv The number of times visitors viewed a product. Quantity Abandoned rta The total number of units in abandoned carts. Quantity Added rta The total number of units added to a cart. Quantity Purchased rtc The total number of units purchased. Quantity Removed rtr The total number of units removed from a cart. Revenue rtt The total order revenue, used to populate the standard revenue metric. It may include revenue (such as shipping charges and taxes) not associated with a product. The Revenue metric includes only revenue from completed web site sessions, as determined by the Number of minutes between visits setting in the Visitor > Sessionization section on the Profile Options screen. If NetInsight identifies that a session may not be complete, it does not include revenue from the session in the Revenue metric. Chapter 6. Working with page tags 69 Differences between Product Revenue and Revenue The Product Revenue metric is the result of multiplying the quantity for each purchased product (passed by the rtc parameter) by the price for each product (also passed by the rtc parameter). The Revenue metric is the value passed by the rtt parameter. If your order totals (passed by the rtt parameter) include shipping charges, taxes, or other fees that are not defined as products, the Revenue metric total and Product Revenue metric total will be different. If you want to report on shipping charges, taxes, or other fees, the best practice is to add those charges to the checkout tag as products passed by the rtc parameter. Tagging applications and widgets In order to track an application or widget using basic page tags, the following conditions must both be true: v The application or widget must support JavaScript. v You can place the page tag script on the application or widget pages. If you cannot use basic page tags, you can use direct tags to send usage data from the application or widget to NetInsight. Direct tags and page tags are built using the same set of page tag parameters. Like page tags, direct tags can contain data for custom dimensions. Direct tags (sometimes called web beacons) bypass the page tag script (ntpagetag.js) and request the page tag image directly from the server. Because direct tags bypass the script, there is no default direct tag. You must define in the direct tag each item of information you want NetInsight to receive. Unlike page tags, direct tags work in situations where JavaScript rendering is not possible. Anatomy of a direct tag There are two parts to a direct tag: v The URL for the page tag image on the NetInsight server. This is the same for every tag you set. v A query string that contains the information you want sent to NetInsight. Simple Example This direct tag requests pt001.unica.com/ntpagetag.gif and passes information using the lc, site, and ck parameters: http://pt001.unica.com/ntpagetag.gif?lc=http%3A%2F%2Fapplication%2Fstart&site= application&ck=UnicaNIODID%3DcookieValue The request shows up in NetInsight as a page view of http://application/start, and the page view is included in any profile that contains site=application. 70 IBM Unica NetInsight: Administrator's Guide Example with Custom Dimensions This direct tag passes information using the lc, site, ck, and un parameters and the custom parameters version and layout: http://pt001.unica.com/ntpagetag.gif?lc=http%3A%2F%2Fapplication.company.com %2Fproducts%2Fproduct001&site=application&ck=UnicaNIODID%3DcookieValue&un= UnicaUser&version=1.0&layout=3A Best practices for direct tags v Thoroughly test your direct tags in a data validation profile to ensure they are sending the data you need. Because you build direct tags from the ground up, testing is especially important. v Include the site parameter in all direct tags. v Include at least one visitor identification parameter. v If the application or widget might be placed on a secure page or site, reference the page tag via the secure URL. About the lc parameter The value of the lc parameter indicates the page being viewed or the page on which the event occurred. The value must be in the form of a URL (for example, http://application) and must be encoded. The lc parameter should include a descriptive page name, including as much detail as possible about what is going on within the application at the time the page tag image is requested. Typically, content categorization can be derived directly from the value of the lc parameter. For example, the following image request tells us that the visitor was in the products section of the application because the lc parameter value uses a directory structure to indication content hierarchy: http://pt001.unica.com/ntpagetag.gif?lc=http%3A%2F%2Fapplication%2Fproducts %2F&site=application When NOT to pass the lc parameter You can leave the lc parameter out of the direct tag if both of the following conditions are true: v You are tagging a web-based application, widget, or viral video. v Your primary concern is the sites on which your content is installed and how many times it is loaded on any given page or site. When the lc parameter is missing, NetInsight reads the referring URL from the headers of the request and treats the referring URL as the page being viewed. If you must track events or interactions within the application, pass the lc parameter and parse the referring URL as a parameter. Direct tags sent from applications that are not web-based must contain an lc parameter. Where to place your direct tags The best location for a direct tag depends on the application or widget you are tagging. In general, you can place a direct tag in any location where you can place an image request. Chapter 6. Working with page tags 71 Minimizing the number of tags You should not tag events unnecessarily. If an action results in loading a new page and you can pass the information about the event in the tag for the page view, you may not need to tag the event. For example, if a user clicked a Hot Products article link from an application's start page, the tag for the subsequent product detail page could pass a click referral parameter (clickref) that specifies which link was clicked. The tag would look like the following: http://pt001.unica.com/ntpagetag.gif?lc=http%3A%2F%2Fapplication.company.com %2Fproducts%2Fproduct001&site=application&ck=UnicaNIODID%3D81759178198560&un= UnicaUser&version=1.0.2&layout=3A&clickref=start-hotproducts Page tag reference This section provides reference information on the functions, variables, and fields available through page tags. About required variables Required page tagging variables are defined in the page tag script (ntpagetag.js). NTPT_IMGSRC A string variable that contains the URL of the page tag image. If the page tag image and the page tag script are on the same Web server as the pages you are tagging, you can omit the protocol and server. However, if the page tag script is on a different server than the Web pages you are tracking, you must specify the fully qualified URL to the page tag image, even if the page tag image and page tag script are located on the same server. Syntax var NTPT_IMGSRC = 'URL'; Example (without protocol and server) var NTPT_IMGSRC = ’/images/ntpagetag.gif’; Example (fully qualified) var NTPT_IMGSRC = ’http://mysite.com/images/ntpagetag.gif’; NTPT_FIELDS An object variable that specifies the fields that will be included in the default page tag. Fields set to true will be included in the page tag. Fields set to false will not be included. In most cases, you should use the default field settings. Every page tag should include the lc field. Syntax var NTPT_FLDS = new Object(); NTPT_FLDS.lc = [true,false]; // NTPT_FLDS.rf = [true,false]; // NTPT_FLDS.rs = [true,false]; // NTPT_FLDS.cd = [true,false]; // NTPT_FLDS.ln = [true,false]; // NTPT_FLDS.tz = [true,false]; // 72 IBM Unica NetInsight: Administrator's Guide Document location Document referrer User’s screen resolution User’s color depth Browser language User’s timezone NTPT_FLDS.jv = [true,false]; // Browser’s Java support NTPT_FLDS.iv = [true,false]; // Initial view NTPT_FLDS.ck = [true,false]; // Allow capture of cookie values Example var NTPT_FLDS = new Object(); NTPT_FLDS.lc = true; // Document location NTPT_FLDS.rf = true; // Document referrer NTPT_FLDS.rs = true; // User’s screen resolution NTPT_FLDS.cd = true; // User’s color depth NTPT_FLDS.ln = true; // Browser language NTPT_FLDS.tz = true; // User’s timezone NTPT_FLDS.jv = true; // Browser’s Java support NTPT_FLDS.iv = false; // Initial view NTPT_FLDS.ck = true; // Allow capture of cookie values NTPT_MAXTAGWAIT The maximum number of seconds that a call to ntptLinkTag() or ntptSubmitTag() will wait before following the link or submitting the form. The delay is intended to ensure that the page tag request is sent before the tagged page is unloaded. The event will be executed when the page tag request is returned or the specified number of seconds has elapsed, whichever happens first. Syntax var NTPT_MAXTAGWAIT = number; Possible values Value Description Any number greater than 0 The number of seconds to wait before following the link or form submission -1 Execute the event immediately, without waiting Examples var var var var NTPT_MAXTAGWAIT NTPT_MAXTAGWAIT NTPT_MAXTAGWAIT NTPT_MAXTAGWAIT = = = = 1; // one second 2.5; // two and a half seconds 0.1; // a tenth of a second -1; // no delay About optional global variables Optional global variables can be specified in the page tag script (ntpagetag.js). NTPT_HTTPSIMGSRC The URL of the page tag image to use when the tagged page is accessed using the “https:” protocol. Syntax var NTPT_HTTPSIMGSRC = ’image’; Example var NTPT_HTTPSIMGSRC = ’https://mysite.com/images/ntpagetag.gif’; Chapter 6. Working with page tags 73 NTPT_GLBLEXTRA A query modifier that will be applied to every page tag and event tag. The query modifier should contain the key-value pairs you want to add to or delete from the query string for your tags. Syntax var NTPT_GLBLEXTRA = ’key=value’; Example // Append the ’sitetheme=blue’ pair to every page tag. var NTPT_GLBLEXTRA = ’sitetheme=blue’; NTPT_GLBLREFTOP Retrieve the referrer (the value for the “rf” field) from the top (that is, the most containing) frame of the current page. Otherwise, the referrer is retrieved from the current page. If you do not set this variable, it defaults to false. Syntax var NTPT_GLBLREFTOP = [true,false]; Example var NTPT_GLBLREFTOP = true; NTPT_GLBLCOOKIES An array of customer-set cookies set globally to be captured by the page tagging script. Syntax var NTPT_GLBLCOOKIES = [ ]; Example var NTPT_GLBLCOOKIES = ["cookie1", "cookie2"]; NTPT_SET_IDCOOKIE Tells the page tagging script to set the visitor identification cookie. Syntax var NTPT_SET_IDCOOKIE = [true, false]; Example var NTPT_SET_IDCOOKIE = true; NTPT_IDCOOKIE_NAME Sets the name of the visitor identification cookie. Syntax var NTPT_IDCOOKIE_NAME = ""; Example var NTPT_IDCOOKIE_NAME = "unique_visitor"; 74 IBM Unica NetInsight: Administrator's Guide NTPT_IDCOOKIE_EXPIRE The expiration time (in seconds) of the visitor identification cookie. If not specified the value defaults to 155520000 (60 months). Syntax var NTPT_IDCOOKIE_EXPIRE = number; Possible values Value Description Any number The number of seconds until the cookie expires Examples var NTPT_IDCOOKIE_EXPIRE = 315360000; // 10 years NTPT_IDCOOKIE_DOMAIN Specifies the domain suffix for the visitor identification cookie. This allows customers with more than one site within the same domain to use a single version of the visitor identifaction cookie, allowing you to track cross-site visits/visitors. For example, if your site uses the subdomains www.mydomain.com, info.mydomain.com, and support.mydomain.com, you can ensure they use the same identification cookie by specifying an NTPT_IDCOOKIE_DOMAIN value of ".mydomain.com" Syntax var NTPT_IDCOOKIE_DOMAIN = ""; v The domain suffix specified as the value must include at least two periods (see example). v The domain suffix must be the same domain that sends the cookie. For example, you may not set a cookie for abc.com if your server's domain is mydomain.com. Example var NTPT_IDCOOKIE_DOMAIN = ".mydomain.com"; NTPT_SESSION_COOKIE_NAME Sets the name of the session cookie. If this variable is not set, the name of the cookie defaults to NetInsightSessionID. Syntax var NTPT_SESSION_COOKIE_NAME = " "; Example var NTPT_SESSION_COOKIE_NAME = "NISession"; NTPT_SESSION_COOKIE_DOMAIN Specifies the domain suffix for the session cookie. This allows customers with more than one site within the same domain to use a single version of the session cookie, allowing you to track cross-site sessions. For example, if your site uses the subdomains www.mydomain.com, info.mydomain.com, and Chapter 6. Working with page tags 75 support.mydomain.com, you can ensure they use the same session cookie by specifying an NTPT_SESSION_COOKIE_DOMAIN value of ".mydomain.com" Syntax var NTPT_SESSION_COOKIE_DOMAIN = ""; v The domain suffix specified as the value must include at least two periods (see example). v The domain suffix must be the same domain that sends the cookie. For example, you may not set a cookie for abc.com if your server's domain is mydomain.com. Example var NTPT_SESSION_COOKIE_DOMAIN = ".mydomain.com"; About page-specific variables Page-specific variables are optional variables that you can use to override the default page tag settings for the page on which the page-specific variables are used. The variables are not included in the page tag script (ntpagetag.js). Where to put page-specific variables Page-specific variables must be defined in the page to which you want them applied. They should be defined before the IBM page tag is loaded so they can modify the page tag request before it is sent. Because the <head> element for the page is processed first, it is often a good place to define the page-specific variables. NTPT_PGEXTRA A list of field-value pairs that will be applied to the page tag for the current page. To delete a field from the page tag, set it to an empty value. Although you can add any field-value pair, some fields are recognized automatically by NetInsight and do not require you to create a parameter in order for them to appear in NetInsight reports. Syntax var NTPT_PGEXTRA = ’field=value&field=value&field=value[...]’; Example // Append the ’pagetheme=red’ pair. Drop the ’rf’ field. var NTPT_PGEXTRA = ’pagetheme=blue&rf=’; // Treat this page as a 404 (Not Found) error. var NTPT_PGEXTRA = ’sc=404’; NTPT_PGREFTOP Retrieve the referrer (the value for the “rf” field) from the top (that is, the most containing) frame of the current page. Otherwise, the referrer is retrieved from the current page. Syntax var NTPT_PGREFTOP = [true,false]; Example var NTPT_PGREFTOP = true; 76 IBM Unica NetInsight: Administrator's Guide NTPT_NOINITIALTAG This variable can be set at both the global and page level. Its default is false. When set to true at the global level, it stops the page tag script from collecting initial page load data for all pages. When set to true at the page level, it stops the page tag script from collecting initial page load data for the current page. For On Premise deployments, preventing the page tag script from collecting initial page load data is useful in augment mode (where data is collected from both page tags and logs) as it prevents duplicate data from being collected. Event tags for pages will still be sent. Syntax var NTPT_NOINITIALTAG = [true,false]; Example var NTPT_NOINITIALTAG = false; NTPT_PGCOOKIES An array of customer-set cookies for a specific page to be captured by the page tagging script. Syntax var NTPT_PGCOOKIES = [ ]; Example var NTPT_PGCOOKIES = ["cookie1", "cookie2"]; ntptAddPair Add the specified key-value pair to the query string of the next event tag to fire. If the key already exists in the query string, the value will be replaced. If the value is empty (‘’), the key will be dropped. Syntax ntptAddPair( key, value ) Argument Description key The name of a name-value pair to add to the next event tag to fire. value The value of a name-value pair to add to the next event tag to fire. Example ntptAddPair( "color", "red" ); ntptDropPair Drop the specified key-value pair from the query string of the next event tag to fire. Syntax ntptDropPair ( key ) Chapter 6. Working with page tags 77 Argument Description key The name of a name-value pair to drop from the next event tag to fire. Example ntptDropPair( tmpargs[0] ); ntptEventTag Fires an event tag using the working query string. This function should be called from a document element’s event handler. Syntax ntptEventTag ( [querymod] ) Argument Description querymod A query modifier for the event tag. It modifies the working query string for the page tag. Example ntptEventTag( "ev=pickcolor" ); ntptLinkTag Tags a link that would otherwise not be accessible to page tagging. These links include downloads, non-HTML pages, and pages on other Web sites. This function must be called from the onclick attribute of a link and should return the value of the function to the onclick handler. Note: Link tags are not modified by the NTPT_PGEXTRA variable. Syntax ntptLinkTag ( linkobj [, querymod [, maxtagwait]] ) Argument Description linkobj A link object. The keyword "this" tells the function to follow the link after tagging it. querymod A query modifier for the link tag. It modifies the working query string for the page tag. maxtagwait The maximum number of seconds that the call will wait before following the link. This overrides the global wait time specified by NTPT_MAXTAGWAIT. Example onclick="return ntptLinkTag( this );" ntptSubmitTag Tags form submissions. This function must be called from the onsubmit attribute of a form and must return the value of the function to the onsubmit handler. Syntax ntptSubmitTag( formobj [, querymod [, maxtagwait]] ) 78 IBM Unica NetInsight: Administrator's Guide Argument Description formobj A form object. The keyword this tells the function to submit the form after tagging it. querymod A query modifier for the submit tag. It modifies the working query string for the page tag. maxtagwait The maximum number of seconds that the call will wait before submitting the form. This overrides the global wait time specified by NTPT_MAXTAGWAIT. Example return ntptSubmitTag( document.myform ); Chapter 6. Working with page tags 79 80 IBM Unica NetInsight: Administrator's Guide Chapter 7. Configuring reporting options The reporting options apply to all the reports in the profile. They enable you to create custom metrics for use on any report in the profile, create filter groups, specify the time period for which reports will be automatically generated during profile updates, and control which dimensions are reportable. About auto-updating Auto-updating reports are generated every time the profile is updated. In general, you want a report to update automatically if all of the following are true: v You are frequently importing data for the report's time frame into the profile. v You need to see the report on a regular basis. v You would like the report to be available instantly. Reports with relative time frames (for example, yesterday or current month) should generally be set to update automatically. You can save time by not auto-updating the report if either of the following are true: v The report is for a fixed time frame in the past for which all the data has been imported. v You need to see the report infrequently and can run it ad-hoc. All of the reports that appear in the Available Reports list on the Reports tab by default are set to update automatically. Reports you create only update automatically if you select one of the auto-update check boxes when you save the report. You can manage which reports are auto-updated at the Auto-Updated Reports option screen. (This screen is only available at the profile options. You cannot access it from the default profile options.) Privileges related to auto-updating You can only access the Auto-Updated Reports screen if you have the Options: Reporting: Auto-Updated Reports privilege. Reporting mode and auto-updating If sampling is enabled for a profile, the Auto-Updated Reports option screen allows you to change the report lists for both Full mode and Sample mode, regardless of your reporting mode privileges. In general, updates are faster if there are fewer auto-updated reports in Full mode. You should consider auto-updating in Full mode only those reports you need to meet your reporting requirements and using Sample mode to auto-update reports identifying overall trends. To specify which reports auto-update 1. View the profile whose reports you want to manage. 2. Click the Options tab. © Copyright IBM Corp. 1996, 2011 81 3. From the Options panel select Reporting > Auto-Updated Reports. The Auto-Updated Reports option screen opens. 4. As desired, select and move reports between the two lists to specify which reports auto-update. 5. If sampling is enabled for the profile, the initial set of lists controls auto-updating for Full reporting mode. To specify auto-updating for reports running in Sampled mode, click Edit Sample Reports. About custom metrics You can create metrics that will be available for use on any report in the profile. You can create two types of custom metrics: v Metrics based on existing metrics, but with added filters v Metrics that are derived from mathematically combining two existing metrics. Once you create a custom metric, it can be used to build other custom metrics, so it is possible to build more complex computations using multiple variables by nesting custom metrics. To create a custom filtered metric If you are adding filter groups to the custom filtered metric, you must define the filter group before performing this task. 1. While working with the profile, click Options. 2. In the left panel, under Reporting, click Custom Metrics. The Custom metric definitions screen opens. 3. Click Add. The Custom metric type screen opens. 4. In the Select custom metric type list, select Filtered Metric. 5. Click Continue. The Custom metric definition screen opens. 6. In the Name field, enter a name for the metric. The name is used internally. The name must be a single word, with only alphanumeric characters, and the first character must be a letter. 7. In the Title field, enter a title for the metric. The title appears in lists of metrics. It is also the basis for the title of the column containing the metric data. 8. In the Description field, enter a description for the metric. The description is the explanation of the metric's column that appears in the page help for the report. 9. From the Base metric list, select the metric that provides the data to be filtered for the current metric. 10. Check the Graphable field to have the data from this metric to be available for graphing in the report graph. 11. Check the Display percentage of total field to have a percentage to display in the column as well as a number. 12. From the Alignment list, select how the values are aligned in the report column. The options are Center, Left, and Right. 82 IBM Unica NetInsight: Administrator's Guide 13. In the Minimum twips field, enter the minimum number of twips for the metric's column in reports. A twip equals 1/1440 of an inch. This option affects only those reports that are exported in RTF format (usually for use in Microsoft Word). 14. In the Recommended twips field, enter the recommended number of twips for the metric's column in reports. NetInsight tries to make the column the recommended width. 15. Click Continue. The Filters for . . screen opens. 16. Add one or more filters or filter groups to the custom metric. a. Click Add. The Available filters screen opens. b. Select a dimension, or to add a defined filter group, select Filter Group. c. Click Continue. If you select a dimension, the Filter description screen opens. If you select Filter Group, a list of defined filter groups open. d. Complete the screen as required: v If you selected a string dimension, select that or that do not from the first list. Then select a matching type from the second list. Then enter a string in the field, or select a value from the Or select from this menu list. v If you selected a numeric dimension, select a value from the list. v If you selected Filter Group, select the filter group to use. Click Add as Group to add the complete filter group, so you are not able to remove individual filters from the custom metric. Or click Add as Filters to add all filters from the group individually, so you can delete filters from the custom metric. e. Click Continue. f. Repeat steps a through e until you have added all required filters. g. Click Continue. The custom metric is now available on the Metrics page of the Custom Report Wizard. To make the custom metric available on the Discovery Panel, you must add it to a group in one or more metrics lists. To create a multiple input custom metric 1. While working with the profile, click Options. 2. In the left panel, under Reporting, click Custom Metrics. The Custom metric definitions screen opens. 3. Click Add. The Custom metric type screen opens. 4. In the Select custom metric type list, select Multiple Input Metric. 5. Click Continue. The Custom metric definition screen opens. 6. In the Name field, enter a name for the metric. The name is used internally. Chapter 7. Configuring reporting options 83 The name must be a single word, with only alphanumeric characters, and the first character must be a letter. 7. In the Title field, enter a title for the metric. The title appears in lists of metrics. It is also the basis for the title of the column containing the metric data. 8. In the Description field, enter a description for the metric. The description is the explanation of the metric's column that appears in the page help for the report. 9. From the Metric 1 list, select the first metric to combine. Note: If you are dividing metric values, Metric 1 is the number that is divided. 10. From the Metric 2 list, select the second metric to combine. Note: If you are dividing metric values, Metric 2 is the number that is divided by 11. From the Operation list, select the operation you want to use to combine the two metrics. 12. If you selected a floating point operation, select the number of decimal places to use from the Precision list. 13. If you want NetInsight to display an average for the total instead of a sum of all the averages, check the Average for Total field. 14. Check the Graphable field to have the data from this metric to be available for graphing in the report graph. 15. Check the Display percentage of total field to have a percentage to display in the column as well as a number. 16. From the Alignment list, select how the values are aligned in the report column. The options are Center, Left, and Right. 17. In the Minimum twips field, enter the minimum number of twips for the metric's column in reports. A twip equals 1/1440 of an inch. This option only affects reports that are exported in RTF format (usually for use in Microsoft Word). 18. In the Recommended twips field, enter the recommended number of twips for the metric's column in reports. NetInsight tries to make the column the recommended width. 19. Click Continue. The custom metric is now available on the Metrics page of the Custom Report Wizard. To make the custom metric available on the Discovery Panel, you must add it to a group in one or more metrics lists. To edit a custom filtered metric If you are adding filter groups to the custom filtered metric, you must define the filter group before performing this task. 1. While working with the profile, click Options. 2. In the left panel, under Reporting, click Custom Metrics. 84 IBM Unica NetInsight: Administrator's Guide The Custom metric definitions screen opens. 3. Select the custom filtered metric to edit. 4. Click Edit. The Custom metric type screen opens. 5. In the Title field, edit a title for the metric. The title appears in lists of metrics. It is also the basis for the title of the column containing the metric data. 6. In the Description field, edit a description for the metric. The description is the explanation of the metric’s column that appears in the page help for the report. 7. From the Base metric list, select the metric that provides the data to be filtered for the current metric. 8. Check the Graphable field to have the data from this metric to be available for graphing in the report graph. 9. Check the Display percentage of total field to have a percentage to display in the column as well as a number. 10. From the Alignment list, select how the values are aligned in the report column. The options are Center, Left, and Right. 11. In the Minimum twips field, enter the minimum number of twips for the metric's column in reports. A twip equals 1/1440 of an inch. This option affects only reports that are exported in RTF format (usually for use in Microsoft Word). 12. In the Recommended twips field, enter the recommended number of twips for the metric's column in reports. NetInsight tries to make the column the recommended width. 13. Click Continue. The Filters for . . screen opens. 14. Add one or more filters or filter groups to the custom metric as necessary. a. Click Add. The Available filters screen opens. b. Select a dimension, or to add a defined filter group, select Filter Group. c. Click Continue. If you select a dimension, the Filter description screen opens. If you select Filter Group, a list of defined filter groups open. d. Complete the screen as required: v If you selected a string dimension, select that or that do not from the first list. Then select a matching type from the second list. Then enter a string in the field, or select a value from the Or select from this menu list. v If you selected a numeric dimension, select a value from the list. v If you selected Filter Group, select the filter group to use. Click Add as Group to add the complete filter group, so you are not able to remove individual filters from the custom metric. Or click Add as Filters to add all filters from the group individually, so you can delete filters from the custom metric. e. Click Continue. Chapter 7. Configuring reporting options 85 f. Repeat steps a through e until you have added all required filters. g. Click Continue. 15. Edit filters or filter groups as necessary. a. Select the filter or filter group to edit. b. Click Edit. If you select a dimension, the Filter description screen opens. If you select Filter Group, a list of defined filter groups open. c. Complete the screen as required: v If you selected a string dimension, select that or that do not from the first list. Then select a matching type from the second list. Then enter a string in the field, or select a value from the Or select from this menu list. v If you selected a numeric dimension, select a value from the list. v If you selected Filter Group, select the filter group to use. Click Add as Group to add the complete filter group, so you are not able to remove individual filters from the custom metric. Or click Add as Filters to add all filters from the group individually, so you can delete filters from the custom metric. d. Click Continue. e. Repeat steps a through e until you have edited all required filters. f. Click Continue. 16. Delete filters or filter groups as necessary. a. Select the filter or filter group to delete. b. Click Delete. 17. Click Continue. The updated custom metric is now available on the Metrics page of the Custom Report Wizard. To make the custom metric available on the Discovery Panel, you must add it to a group in one or more metrics lists. To edit a multiple input custom metric 1. While working with the profile, click Options. 2. In the left panel, under Reporting, click Custom Metrics. The Custom metric definitions screen opens. 3. Select the multiple input custom metric to edit. 4. Click Edit. The Custom metric definition screen opens. 5. In the Title field, edit a title for the metric. The title appears in lists of metrics. It is also the basis for the title of the column containing the metric data. 6. In the Description field, edit the description for the metric. The description is the explanation of the metric’s column that appears in the page help for the report. 7. From the Metric 1 list, select the first metric to combine. 86 IBM Unica NetInsight: Administrator's Guide Note: If you are dividing metric values, Metric 1 is the number that is divided. 8. From the Metric 2 list, select the second metric to combine. Note: If you are dividing metric values, Metric 2 is the number that is divided by 9. From the Operation list, select the operation you want to use to combine the two metrics. 10. If you selected a floating point operation, select the number of decimal places to use from the Precision list. 11. Check the Graphable field to have the data from this metric to be available for graphing in the report graph. 12. Check the Display percentage of total field to have a percentage to display in the column as well as a number. 13. From the Alignment list, select how the values are aligned in the report column. The options are Center, Left, and Right. 14. In the Minimum twips field, enter the minimum number of twips for the metric's column in reports. A twip equals 1/1440 of an inch. This option only affects reports that are exported in RTF format (usually for use in Microsoft Word). 15. In the Recommended twips field, enter the recommended number of twips for the metric's column in reports. NetInsight tries to make the column the recommended width. 16. Click Continue. The custom metric is now available on the Metrics page of the Custom Report Wizard. To make the custom metric available on the Discovery Panel, you must add it to a group in one or more metrics lists. To delete a custom metric 1. While working with the profile, click Options. 2. In the left panel, under Reporting, click Custom Metrics. The Custom metric definitions screen opens. 3. Select the custom metric to delete. 4. Click Delete. The Custom metric definition screen opens. 5. Click Continue. The custom metric is no longer available. About the data model The NetInsight data model describes the tables, or entities, in the NetInsight database and the relationships between them. These entity definitions can then be used to define the variables, dimensions, and metrics—the report components—that are available to the user when defining and using NetInsight reports. Chapter 7. Configuring reporting options 87 About extending the data model You can install packages that extend the default NetInsight data model to include new entities, variables, dimensions, and metrics. Data model extension packages are usually created to facilitate bringing data from an external data source into NetInsight. Data model extension packages include two XML files—a data model extensions file and an output formatting extensions file. The data model extensions file defines the entities and report components. The output formatting extensions file provides formatting information for the new dimensions and metrics. Once you have copied the XML files to the location indicated by the package creator, you need to tell NetInsight to use the files. To add a data model extension package 1. View the profile for which you want to extend the data model. 2. Click the Options tab. 3. In the Options panel, select Reporting > Data Model Extensions. 4. Click Add. 5. In the Name box, enter a unique name for the extension package. 6. In the Data model extension path box, enter the path and filename of the data model extensions file. 7. In the Output formatting extension path box, enter the path and filename of the output formatting extension file. 8. Click Save Options and then click Continue. About deleting or editing data model extension packages You can make changes to the list of data model extension packages. Important: If you delete a data model extension package from a profile and the dimensions, metrics, or filters in the package are used on any of the reports in the profile, the profile will be unusable. You will be unable to update the profile. You should be sure to remove all of the package’s dimensions, metrics, and filters from all reports in the profile before deleting the package. If you have any questions, contact technical support. About filter groups When users create multiple reports, they may often need to apply the same filters repeatedly. Filter groups enable you to specify a set of filters (including custom filters) once and then apply it to many reports. When a user applies a filter group containing multiple filters, the user can choose to apply the filter as a single group or as the individual filters within the group. If the filters are applied as a group, the filters can only be removed as a single unit. If the filters are added as individual filters, the user can independently select and remove specific filters, while keeping others. To create a filter group 1. While working with the profile, click Options. 2. In the left panel, under Reporting, click Filter Groups. The Filter group definitions screen opens. 88 IBM Unica NetInsight: Administrator's Guide 3. Click Add. The Filter group description screen opens. 4. In the Name of filter group field, enter a one-word name. The name is used internally. You can use only alphanumeric characters. Once the filter group is created, you cannot change the name. 5. In the Title of filter group field, enter a title. The title appears in the list of filters. 6. Click Save Options, then click Continue. The Filters that belong to screen opens. 7. Add one or more filters or other filter groups to the filter group. a. Click Add Filter. The Available filters screen opens. b. Select a dimension, or to add a defined filter group, select Filter Group. c. Click Continue. If you select a dimension, the Filter description screen opens. If you select Filter Group, a list of defined filter groups open. d. Complete the screen as required: v If you selected a string dimension, select that or that do not from the first list. Then select a matching type from the second list. Then enter a string in the field, or select a value from the Or select from this menu list. v If you selected a numeric dimension, select a value from the list. v If you selected Filter Group, select the filter group to use. Click Add as Group to add the complete filter group, so you are not able to remove individual filters from the custom metric. Or click Add as Filters to add all filters from the group individually, so you can delete filters from the custom metric. e. Click Continue. f. Repeat steps a through e until you have added all required filters. g. Click Save Filters. 8. Click Continue. You must now apply the filter group to a report. To edit a filter group These instructions describe how to change the filter group's title. You can also edit the filters included with the filter group. 1. While working with the profile, click Options. 2. In the left panel, under Reporting, click Filter Groups. The Filter group definitions screen opens. 3. Select the filter group to edit. 4. Click Edit. The Filter group description screen opens. 5. In the Title of filter group field, enter a title. The title appears in the list of filters. Chapter 7. Configuring reporting options 89 6. Click Save Options, then click Continue. To edit filters for a filter group 1. While working with the profile, click Options. 2. In the left panel, under Reporting, click Filter Groups. The Filter group definitions screen opens. 3. Select the filter group for which you want to edit filters. 4. Click Filters. The Filters that belong to screen opens. 5. Add one or more filters or defined filter groups to the filter group as necessary. a. Click Add Filter. The Available filters screen opens. b. Select a dimension, or to add a defined filter group, select Filter Group. c. Click Continue. If you select a dimension, the Filter description screen opens. If you select Filter Group, a list of defined filter groups opens. d. Complete the screen as required: v If you selected a string dimension, select that or that do not from the first list. Then select a matching type from the second list. Then enter a string in the field, or select a value from the Or select from this menu list. v If you selected a numeric dimension, select a value from the list. v If you selected Filter Group, select the filter group to use. Click Add as Group to add the complete filter group, so you are not able to remove individual filters from the custom metric. Or click Add as Filters to add all filters from the group individually, so you can delete filters from the custom metric. e. Click Continue. f. Repeat steps a through e until you have added all required filters. g. Click Continue. 6. Edit filters or filter groups as necessary. a. Select the filter or filter group to edit. b. Click Edit Filter. If you select a dimension, the Filter description screen opens. If you select Filter Group, a list of defined filter groups opens. c. Complete the screen as required: v If you selected a string dimension, select that or that do not from the first list. Then select a matching type from the second list. Then enter a string in the field, or select a value from the Or select from this menu list. v If you selected a numeric dimension, select a value from the list. v If you selected Filter Group, select the filter group to use. 90 IBM Unica NetInsight: Administrator's Guide Click Add as Group to add the complete filter group, so you are not able to remove individual filters from the custom metric. Or click Add as Filters to add all filters from the group individually, so you can delete filters from the custom metric. d. Click Continue. e. Repeat steps a through e until you have edited all required filters. f. Click Continue. 7. Delete filters or filter groups as necessary. a. Select the filter or filter group to delete. b. Click Delete Filter. 8. Click Back to Filter Groups. To delete a filter group Deleting a filter group impacts all reports and custom metrics to which you added the filter group as a group, as well as any saved reports that use the report or custom metric. 1. While working with the profile, click Options. 2. In the Options panel, select Reporting > Filter Groups. The Filter group definitions screen opens. 3. Select the filter group to delete. 4. Click Delete. The Filter group description screen opens. 5. Click Continue. About the NetInsight geographic database NetInsight provides access to reports that show geographic distribution of data via color-coded maps. Map regions are clickable, allowing users to drill up and down to different reports. To access the geographic reports, you must download the database containing the encrypted geographic data from IBM and configure your profiles to use it. Download the NetInsight Geographic Database from the download site URL you received from your IBM Unica customer representative and save it to a location that is accessible to your NetInsight installation. Updates to the geographic database The geographic database is updated quarterly. IBM does not issue notifications of these updates; check the download site regularly to ensure that you have the latest version. Note: If you are using a pre-8.5 version of the NetInsight Geographic Database, you must upgrade to the latest version. To configure a profile to use the geographic database Download the NetInsight Geographic Database from IBM before completing this task. Chapter 7. Configuring reporting options 91 1. With the profile you want to configure displayed, select Options > Reporting > Integrations. 2. In the Geographic data section of the Integrations page, enter the path to the geographic database file (including the file name) in the field. 3. Click Save Options. If you want to generate geographic reports for data you have already imported, you must delete all the data in your profile and reimport your log files. (Note: If you do not have all the log files you have imported into this profile, you lose data permanently by choosing this option.) To delete your profile data, click Delete Profile Data. After you update your profile, select Reports > Geographic Analysis to access the geographic reports. Note: If you do not have the correct version of the geographic database for your version of NetInsight, you will receive an error when you attempt to update the profile. Download the latest version using the download site URL you received from your IBM customer representative. About integrations Integration modules enable you to incorporate data from another source into NetInsight using a commercially available module (as opposed to a lookup or rewrite data conduit, which you must create). Your NetInsight license must be enabled for an integration module before you can use it. An integration module must be configured in each profile in which you want to use it. To configure a profile to use an integration module Your NetInsight license must be enabled for an integration module before you can configure a profile to use it. 1. 2. 3. 4. 5. Open the profile in which you want to use the integration module. Click the Options tab. In the Options panel, select Reporting > Integrations. Click Add. Select an integration from the list of available integrations and click Continue. The integrations that have already been configured for this profile do not appear in the list. If an integration is listed in gray, your NetInsight license is not enabled for this integration. The screen that appears depends on the integration module you are adding. 6. Enter the requested information. To return all fields to their default values, click Reset Options. 7. Click Save Options. If you have entered connection information, NetInsight contacts the appropriate server to validate your information. To edit an integration module 1. Open the profile in which you want to edit the integration module. 2. Click the Options tab. 92 IBM Unica NetInsight: Administrator's Guide 3. In the Options panel, select Reporting > Integrations. 4. Select an integration module and click Edit. The screen that appears depends on the integration module you are editing. 5. Edit the information. To return all fields to their previously defined values, click Reset Options. 6. Click Save Options. NetInsight contacts the appropriate server to validate your information. To delete an integration module 1. 2. 3. 4. Open the profile in which you want to delete the integration module. Click the Options tab. In the Options panel, select Reporting > Integrations. Select the integration module you want to delete and click Delete. Paid search integration fields Field Description Enable import check box Select the check box to enable importing of the paid search integration data. Clear the check box to disable the importing of paid search integration data. Enable reporting check box Select the check box to enable the paid search integration reports, dimensions, metrics, and filters. Clear the check box to make paid search integration dimensions, metrics, and filters unavailable for use and to prevent reports based on these dimensions or metrics from being pre-generated. Username User name for your company's IBM paid search integration account Password Password for your company's IBM paid search integration account Re-enter password Password for your company's IBM paid search integration account Marketing attribution integration fields Field Description Enable import check box Select the check box to enable importing of the marketing attribution data. Clear the check box to disable the importing of marketing attribution data. Enable reporting check box Select the check box to enable marketing attribution reports, dimensions, metrics, and filters. Clear the check box to make marketing attribution dimensions, metrics, and filters unavailable for use and to prevent reports based on these dimensions or metrics from being pre-generated. Chapter 7. Configuring reporting options 93 Field Description Interval Select the interval (in number of days) for attributing credit to referring campaigns leading to a conversion. The default is 14 days. Mobile analytics integration fields Field Description Bucket name Name of the bucket (data repository) in your Amazon S3 account that you use for mobile application data Access Key ID Amazon Web Services Access key ID Secret Access Key Amazon Web Services secret access key Enable Import check box Select the check box to enable importing of the mobile analytics integration data. Clear the check box to disable the importing of mobile analytics integration data. Enable Reporting check box Select the check box to enable mobile analytics integration reports, dimensions, metrics, and filters. Clear the check box to make mobile analytics integration dimensions, metrics, and filters unavailable for use and to prevent reports based on these dimensions or metrics from being pre-generated. Privileges for integrations The following new privilege has been added to control access to integration module configuration: Privilege Option Options: Reporting: Integrations Integrations options screens About report generation options By default, when you update aprofile, NetInsight pre-generates reports for the latest three months for which it has data. You can shorten the date range for which reports are pre-calculated. This will speed up the update process, especially for profiles with large data sets. You can still view reports for dates outside the new range, but data in those reports will not be calculated at the time of the request. Conversely, you can lengthen the date range for pre-calculated reports. This will slow updates but speed up the rendering of older reports. Administrators can also set default report generation options to apply to each new profile users create. About aggregate data Aggregate data allows NetInsight to generate dynamic, date-based reports more quickly. It consists of totals calculated from the data stored in other tables. The 94 IBM Unica NetInsight: Administrator's Guide calculations are run when a profile is updated, and the data written to special aggregate tables. For example, the views table contains each page view found in your log files, and the aggviews table contains the total number of views and visits for each page on your site, grouped by a specific date. The date range for which aggregate data is calculated and retained is configurable (the default is three months). When an update is run on a profile, any new data that is now within the aggregate range is added to the aggregate tables. Any existing data that is falls outside of the range is deleted. If there is new log data for the current day, any existing aggregate data for that day is dropped and replaced. One way to view aggregates is as the trading of disk space for faster report generation. However, the calculations required to compile aggregates can also impact the time it takes updates to run. Thus for optimal performance it's preferable to only generate aggregates for the time frame that constitutes the bulk or your reporting needs. This should be a range identical to the largest potential period for which you pre-generate reports. For example, if you pre-generate reports for the latest year, quarter, and month, the largest potential range for which you will have pre-generated reports is 365 days. (Note that because report pre-generation settings are calendar-based, the range could also be much shorter than that. For example, on January 1 the latest year, quarter, and month will each contain only one day's worth of data.) For more information on tuning aggregate data generation, see the NetInsight Tuning Guide. To edit dates for which reports are pre-calculated 1. In Profile Options, select Reporting > Report Generation. )> Or, to set defaults for all new profiles, select the Administration icon ( Options tab, then from the NetInsight options drop-down menu, select Edit Default Web Server Options. 2. For Generate reports for select one or more of the following in any combination: v To pre-calculate reports for all months, check All Months. v To pre-calculate reports for a specific time period (for example years, months, weeks) check its box and enter a value. Note: Latest is relative to the last date for which the profile contains data, not the current date. To edit dates for which aggregate data is generated 1. In Profile Options, select Reporting > Report Generation. )> Or, to set defaults for all new profiles, select the Administration icon ( Options tab, then from the NetInsight options drop-down menu, select Edit Default Web Server Options. 2. For Generate aggregates for select None, All Data, or specify a time period. Note: Unless you have a specific performance reason to do otherwise, a general rule is to generate aggregates for the same time frame that you pre-generate reports. Latest is relative to the last date for which the profile contains data, not the current date. Chapter 7. Configuring reporting options 95 About reportable dimensions A reportable dimension is a dimension that can be used by profile reports. A reportable dimension is one that is supported by the profile option or one that is assumed to be present and valid. For example, the Host dimension is reportable because NetInsight assumes the log file contains host data. The Banner Ad dimension is only reportable when one or more banner ads have been defined in the profile options. For some dimensions, there is no way to determine based on the profile options whether data for those dimensions is present in the log files or not. You can classify a dimension as reportable or non-reportable. By default, almost all dimensions are classified as reportable. A non-reportable dimension does not have a corresponding pre-generated report and is not listed in the Discovery Panel. To change reportable dimensions If you make a dimension non-reportable: v The dimension still appears in the Custom Report Wizard. No warning or error occurs if a user includes it in a report using the Custom Report Wizard. While the report can be run and saved, it will not appear in any report list. v Any existing report containing the non-reportable dimension no longer appears in any report list (for example, the default pre-generated report for that dimension no longer appears in the Available Reports list). Any report containing the non-reportable dimension is still visible and accessible and can be run through the Custom Report Wizard. Making a non-reportable dimension reportable again will automatically enable any reports that did not previously display in a report list, if that report now contains only reportable dimensions. Note: You can make some, but not all, dimensions in a dimension hierarchy non-reportable, as doing so can cause errors when users view reports for the dimension hierarchy. 1. While working with the profile, click Options. 2. In the Options panel, under Reporting, click Reportable Dimensions. The Dimensions to be reported screen opens. 3. To make a currently reportable dimension non-reportable, in the Reportable Dimensions list, select the dimension and click Add dimension (the left-pointing arrow). The dimension moves to the Available dimensions list. 4. To make a currently non-reportable dimension reportable, in the Available Dimensions list, select the dimension and click Add dimension (the right-pointing arrow). The dimension moves to the Reportable dimensions list. 5. Click Save Options, then Continue. About data samples You can allow users to work with reports that display projections based on a random sample of the profile data. Working with a profile's full data set may be more time-consuming than is practical for ad-hoc analysis. Some tasks, such as exploring data or creating reports, can be accomplished more quickly using a 96 IBM Unica NetInsight: Administrator's Guide subset of the data with the calculations extrapolated to the full data set. You can enable the sample reporting mode by specifying a non-zero sample size in the profile options. The sample size is defined as a percentage of visitors. When a profile with a non-zero sample size specified is updated, NetInsight does the following: v Takes a random sample of the specified size of all new visitors in the data imported during this update and stores all data associated with these visitors in sample tables in the profile's database. For example, if the sample size were 5% and there were 100 new visitors imported during the update, NetInsight would randomly select 5 of the new visitors and store their data in the sample tables. v Looks for any new visits by visitors already in the sample and adds information about those visits to the sample tables. Spider and robot visitors also are sampled at the specified percentage. After you specify a profile's visitor sample percentage for the first time, update the profile to make sample reports available. If you are changing an existing non-zero sample percentage, run the - resample command-line option followed by the -recalc -sampleonly command-line option to update the sample tables and reports. About the sample size The sample size is defined as a percentage of visitors in the full data set. You may enter a numeric value between 0 and 100 with precision up to three decimal places to the right of the decimal point. If you know you want the sample of visitors to include a specific count of a certain database entity (such as visits, events, or views), you can use the -samplecalc command-line option to estimate the percentage of visitors to use to return a sample with the desired entity count. Changing the sample size Each time you change the visitor sample percentage option, you should clear the sample tables and resample the profile data. You can do this without disturbing your non-sample tables by running the -resample command-line option followed by the -recalc -sampleonly option. If you do not run -resample, when you update the profile, new data is sampled at the new percentage. This results in a sample set that contains the previous percentage of old data and the new percentage of new data. You can fix this by running -resample followed by -recalc -sampleonly. Changing the sample data You can also change the data in the sample while leaving the sample size the same. NetInsight uses a random number generator to select new visitors for the sample. The random number generator algorithm is determined by a seed value. A given seed selects the same set of visitors every time from a fixed set of data. If you would like to see a different sample, run the -reseed command-line option to change the seed and then run the -resample command-line option to clear and repopulate the sample tables followed by the -recalc -sampleonly option to generate the reports. Chapter 7. Configuring reporting options 97 To specify the sample size 1. View the profile. 2. Click the Options tab. 3. Under Reporting, click Sampling. The Sampling options screen appears. 4. In the Visitor sample percentage field, enter the percentage of visitors in the full data set you want in the sample. You can specify up to three decimal places to the right of the decimal point. Use a value of zero to disable sampling (not generate any sample tables or reports). 5. Click Save Options. If this is the first time a sample size has been entered for the profile, you must update the profile before users can select a reporting mode. If you have changed an existing sample value, you must run the -resample command-line option followed by the -recalc -sampleonly option to use the new sample size. Any previous sample data is used until the profile is resampled. Permissions for sampling features You can prevent users from changing the sample size through the interface. You can also remove the Reporting Mode option to prevent users from changing the reporting mode and limit them to their default mode for each profile. You can also prevent users from saving reports to be automatically generated in Full mode or Sample mode. The following new privileges have been added to control access to sampling: 98 Privilege Option Options: Reporting: Sampling Visitor sample percentage option Interface: Icon: Reporting Mode Reporting Mode option on Reports and Custom tabs Interface: Sampling: Email/Export Change Level Reporting mode option on Email and Export options screens Interface: Custom Report Wizard: Auto Update Sample Report Automatically update sample report option Interface: Custom Report Wizard: Auto Update Full Report Automatically update full report option IBM Unica NetInsight: Administrator's Guide Chapter 8. Creating reports As a Business User or an Enhanced Business User, you can create reports for your immediate use, but you cannot save reports. There are several ways to create reports. The best method to use depends on what you want to do. If you want to Do this Use drag-and-drop to make changes to an existing report Use the Discovery Panel to drag and drop dimensions, metrics, and filters onto the report. When you are finished, click Run Report to see the report. Make numerous changes to an existing report View the existing report and then click the Report Designer Create a new report from the ground up ) to display the Report Summary page. From the icon ( Report Summary page you can access pages in the Custom Report Wizard for the current report. Click the Custom tab and then click Create Report to start the Custom Report Wizard. To create a standard report You can create a standard report for the profile you are viewing. 1. You can define a new report or base your new report on an existing report. To define a new standard report, on the Custom tab click Create Report > Standard report > Continue. To base a new report on an existing report: v On the Custom tab, select an existing report then click Create New From Selected. v On the Reports tab, select the report then click the Report Designer icon ( 2. 3. 4. 5. ). On the Report Summary screen click Edit. The Dimensions screen opens. Select the dimensions you want included in the report. To create a crosstab report, select two or more dimensions. Click Continue. The Metrics screen opens. Select the metrics you want included in the report. You must have at least one metric. Click Continue. The General screen opens. Enter general report information, including a new Report title if you are creating the report from an existing report. Click Continue. The Filters screen opens. Specify any filters you want applied to the report, then click Continue. The Calendar Dates screen opens. 6. Specify the fixed or relative time frame of the report in the Calendar Dates box. To create a comparative report, enter another time frame in the Comparative Calendar Dates box. Click Continue. © Copyright IBM Corp. 1996, 2011 99 v If you enter a comparative calendar date, the Report Summary screen opens. Continue with step 8. v If you did not enter a comparative calendar date, the A/B Groups screen opens. 7. Edit the names of the groups and add filters to compare results, then click Continue. The Report Summary screen opens. 8. Review the selections made for the report. You can Run this report immediately or Save it. To create a trend report You can create a trend report for the profile you are viewing. 1. Click the Custom tab > Create Report > Trend report > Continue. The Managing Reports screen opens. 2. Select the metrics you want included in the report, then click Continue. You must select at least one metric. 3. Enter the general report information. v In the Group results by list, select the time period to group results by. v To keep the results grouped by the specified time period even when the time period of the calendar changes, check Retain grouping when calendar changes. 4. Click Continue. The Filters screen opens. 5. Specify any filters you want applied to the report, then click Continue. The Calendar Dates screen opens. 6. Specify the fixed or relative time frame of the report in the Calendar Dates box and click Continue. To create a comparative report, also enter a time frame in the Comparative Calendar Dates box. If you did not enter a comparative calendar date, the A/B Groups screen opens. 7. If you want to apply two sets of filters and compare the resulting reports, enter the two groups of filters, then click Continue. The Report Summary page opens. You can now Run this trend report. To create a Path Summary between two specific pages A Path Summary between two specific pages enables you to analyze the most common paths visitors travel on your site between any two specified pages. 1. View the profile in which you want to create the custom report. 2. Click the Custom tab > Create Report > Path Summary between two specific pages > Continue. The Specifying the Page screen appears. 3. In the Paths start on box, enter the page on which the paths you want to track originated. Or, you can select a page from the list of the most popular pages on the site. 100 IBM Unica NetInsight: Administrator's Guide 4. 5. 6. 7. Click Continue. In the Paths end on box, enter the page at which the paths you want to track concluded. Or, you can select a page from the list of the most popular pages on the site. Click Continue. The Dimensions page appears with the Path between dimension in the Selected dimensions list. Click Continue. Select the metrics you want in the report and click Continue. In the Report title box, enter the title you want for this report. The title appears at the top of the report and in report lists. 8. In the Number of rows per page list, select the number of rows you want per page of the report. 9. In the Maximum length of path list, select the maximum number of pages that can be in the paths you track. Paths will be truncated to fit this maximum. This option is not available if the Style of report option is set to Tree view. 10. In the Column to sort by list, select the name of the column by which you want to rank items in the report. 11. In the Sort order list, select either Ascending or Descending. 12. In the Type of graph list, select the graph format you want to use. 13. In the Graph data set list, select the type of data you want to display in the graph. 14. In the Page help box, enter the text you want to use as the introduction paragraph to the page help for the report. 15. Click Continue. The Filters page appears. 16. Specify any filters you want applied to the report, then click Continue. The Calendar Dates screen opens. 17. Specify the fixed or relative time frame of the report in the Calendar Dates box and click Continue. To create a comparative report, also enter a time frame in the Comparative Calendar Dates box. If you did not enter a comparative calendar date, the A/B Groups screen opens. 18. If you want to see the report data for two sets of filters, specify the filter sets. 19. Click Continue. The Report Summary page appears. To create a Path Summary from a specific page A Path Summary from a specific page enables you to analyze the most common paths visitors travel on your site away from a given starting page. For example, you can create a report showing where visitors usually go after they view your home page. 1. View the profile in which you want to create the custom report. 2. Click the Custom tab > Create Report > Path Summary from a specific page > Continue. The Specifying the Page screen appears. 3. Enter the page on which the paths you want to track originated. Chapter 8. Creating reports 101 Or, you can select a page from the list of the most popular pages on the site Click Continue. The Dimensions page appears with the Path from dimension in the Selected dimensions list. 4. Click Continue. 5. Select the metrics you want in the report. Click Continue. 6. In the Report title box, enter the title you want for this report. The title appears at the top of the report and in report lists. 7. In the Style of report list, select an option. v Select Linear view to create a report that lists each path away from the origination page from start to finish. Paths are sorted according to the metric values for the path as a whole. v Select Tree view to create a report that lists the first page in each path away from the origination page. You can expand each row to show the most popular second pages in paths that started on the origination page and went through the first-level page listed in the row. It is called a tree view because the origination page can be pictured as a tree trunk with the first-level pages as primary branches and the second-level pages as secondary branches. 8. In the Number of rows per page list, select the number of rows you want per page of the report. 9. In the Number of pages per row list, select the number of second-level pages that will be listed for each first-level page listed in the report. This option is not available if the Style of report option is set to Linear View. 10. In the Maximum length of path list, select the maximum number of pages that can be in the paths you track. Paths will be truncated to fit this maximum. (This option is not available if the Style of report option is set to Tree view.) 11. In the Column to sort by list, select the name of the column by which you want to rank items in the report. 12. In the Sort order list, select either Ascending or Descending. 13. In the Type of graph list, select the graph format you want to use. If the Style of report option is set to Tree view, the Type of graph list will contain the additional graph type Path chart. 14. In the Graph data set list, select the type of data you want to display in the graph. 15. In the Page help box, enter the text you want to use as the introduction paragraph to the page help for the report. 16. Click Continue. The Filters page appears. 17. Specify any filters you want applied to the report, then click Continue. The Calendar Dates screen opens. 18. Specify the fixed or relative time frame of the report in the Calendar Dates box and click Continue. To create a comparative report, also enter a time frame in the Comparative Calendar Dates box. If you did not enter a comparative calendar date, the A/B Groups screen opens. 102 IBM Unica NetInsight: Administrator's Guide 19. If you want to see the report data for two sets of filters, specify the filter sets. 20. Click Continue. The Report Summary page appears. To create a Path Summary to a specific page A Path Summary to a specific page enables you to analyze how visitors usually arrive at a given page on your Web site. For example, you could analyze which pages visitors usually view right before they view your order form. 1. View the profile in which you want to create the custom report. 2. Click the Custom tab > Create Report > Path Summary to a specific page > Continue. The Specifying the Page screen appears. 3. Enter the page on which the paths you want to track concluded. Or, you can select a page from the list of the most popular pages on the site. Click Continue. 4. The Dimensions page appears with the Path to dimension in the Selected dimensions list. 5. Click Continue. 6. Select the metrics you want in the report. Click Continue. 7. In the Report title box, enter the title you want for this report. 8. In the Style of report list, select an option. v Select Linear view to create a report that lists each path toward the concluding page from start to finish (given the maximum length of the path). Paths are sorted according to the metric values for the path as a whole. v Select Tree view to create a report that lists each next-to-last page in paths that end at the specified concluding page. You can expand each row to show the most popular second-to-last pages in paths that went through the next-to-last page and ended at the concluding page. 9. In the Number of rows per page list, select the number of rows you want per page of the report. 10. In the Number of pages per row list, select the number of second-to-last pages to be listed for each next-to-last page listed in the report. This option is not available if the Style of report option is set to Linear View. 11. In the Maximum length of path list, select the maximum number of pages that can be in the paths you track. Paths will be truncated to fit this maximum. (This option is not available if the Style of report option is set to Tree view.) 12. In the Column to sort by list, select the name of the column by which you want to rank items in the report. 13. In the Sort order list, select either Ascending or Descending. 14. In the Type of graph list, select the graph format you want to use. If the Style of report option is set to Tree view, the Type of graph list will contain the additional graph format Path chart. 15. In the Graph data set list, select the type of data you want to display in the graph. 16. In the Page help box, enter the text you want to use as the introduction paragraph to the page help for the report. Chapter 8. Creating reports 103 17. Click Continue. The Filters page appears. 18. Specify any filters you want applied to the report, then click Continue. The Calendar Dates screen opens. 19. Specify the fixed or relative time frame of the report in the Calendar Dates box and click Continue. To create a comparative report, also enter a time frame in the Comparative Calendar Dates box. If you did not enter a comparative calendar date, the A/B Groups screen opens. 20. If you want to see the report data for two sets of filters, specify the filter sets. 21. Click Continue. The Report Summary page appears. About A/B reports An A/B report enables you to see and compare data for two different groups in the same report. Each group is defined by a set of filters. This is a powerful report for comparing the behavior of two different sets across various dimensions and metrics. For each metric value in the report, there are three columns: v The metric values and percentages for the first group, defined by the first set of filters v The metric values and percentages for the second group, defined by the second set of filters v The percentage change, which is calculated as: (Group2Value - Group1Value) / Group1Value When the first group's value is greater than the second, the percentage change is negative (displayed in parentheses) and shown with a red down arrow. When the second group's value is greater than the first, the percentage change is positive and shown with a green up arrow. You can create an A/B report using the Discovery Panel or the Custom Report Wizard. You can choose which metric to display in the graph of an A/B report. For each metric in the report, you can graph the value for Group A, Group B, the Delta, or the Comparison. The Comparison is shown by default. Note: The only chart types available for the comparison graph are bar and line charts. 104 IBM Unica NetInsight: Administrator's Guide Chapter 8. Creating reports 105 To create an A/B report through the Discovery Panel You define the two groups for an A/B report using filters. You can create A/B reports interactively using the Discovery Panel or using the Custom Report Wizard. 1. View the report for which you want to create an A/B report. ). 2. Click the A/B Testing icon ( The A/B Report panel opens above the chart: 106 IBM Unica NetInsight: Administrator's Guide If Multi-Edit mode is off, the Go button displays in the middle of the panel: The A/B Testing icon remains selected to indicate that A/B testing is activated. The A/B Testing panel remains open until you close it. However, if you change reports, all currently defined filters for the two groups are lost. 3. Optionally, rename the two groups by clicking Group A and Group B and entering new titles. Note: Very long group names can cause the tables to render incorrectly. As a best practice, use short group names to avoid problems with the table display. 4. In the Discovery Panel, drag the filter you want onto the appropriate filter area for Group A or Group B. 5. Repeat step 4 for every filter you want to add to either filter set. ) 6. When you are through defining Group A and Group B, click the Go icon ( located in-between the two group definitions (if Multi-Edit mode is off) or click Run Report (if Multi-Edit mode is on). The A/B testing report is computed for the two group definitions. By default, the dimension values in the report are sorted in descending order, by the value for group A, and the data for both group A and group B appear in the chart. You can change the sort order of the report by clicking on the desired metric's or primary dimension's column label in the report title bar. To turn off A/B testing, click the A/B testing icon in the report toolbar again. To create an A/B report using the Custom Report Wizard You define the two groups for an A/B report using filters. You can create A/B reports interactively using the Discovery Panel or using the Custom Report Wizard. 1. Display the A/B Groups page by doing one of the following: v Create a report. The A/B Groups page will appear during the report creation process if you do not enter a comparative date on the Calendar Dates page. v Display the Report Summary page for a report and click A/B Groups. A/B Groups does not appear on the Report Summary page if the report has comparative dates defined. Chapter 8. Creating reports 107 2. In the text box on the left side of the page, change the Group A to the title you want to appear in the report to identify the first group. 3. 4. 5. 6. 7. 8. Note: Very long group names can cause the tables to render incorrectly. As a best practice, use short group names to avoid problems with the table display. Click Add and specify a filter for this group. When you are through defining the filter, the A/B Groups page displays again with the filter listed in the list box. Click Add to add another filter. When you have added all the filters for this group, repeat step 2 through step 4 on the right side of the page for the second filter group. Click Continue. At the Report Summary page, click Sort order to display the General page. In the Group to sort by list, select the group by which the report should be sorted. a. To order the dimension values in the report by the value for group A, select the title of group A. b. To order the dimension values in the report by the value for group B, select the title of group B. c. To order the dimension values in the report according to how much difference there is between the value for group A and the value for group B, select Delta. 9. In the Group to graph list, select the group whose data should appear in the report graph. a. To display the data for group A, select the title of group A. b. To display the data for group B, select the title of group B. c. To display the difference between the data for group A and the data for group B, select Delta. d. To display the data for both group A and B, select Comparison. 10. Click Continue to return to the Report Summary page. 11. Click Run to see the report. About scenario reports Scenario reports (often called funnel reports) let you see how many visitors and visits are performing each step in a series of defined steps. Typically they're used to track behavior towards a specific goal, such as making a purchase, finding resolution to an issue, or completing a form. They can help you identify where (and hopefully why) drop-offs occur along the way. They also allow you to track visitor behavior across multiple visits. Each step in a scenario report must be defined by either one or more page views or by a visitor profile--a set of filter criteria that defines a group of visitors. For example, you might create a visitor profile that selects visitors referred by certain internet search phrase they used to find your site. In the scenario report shown here, visits are tracked from a site's index (home) page, to a page that lists coffees for sale, to a page where an individual coffee can be viewed and added to a shopping cart, and finally to a thank you page that displays after an order is placed. Each step's visitor drop-off and conversion percentage is relative to the previous step in the report. Each steps visitor and visit percentage is relative to the total number of visitors and visits to the site in the report's time frame. 108 IBM Unica NetInsight: Administrator's Guide Note: Note that scenario reports do not track the actual order in which visitors perform steps. For each step, they simply report how many visitors performed both that step and all preceding steps within the report's date range. So a visitor who performs a third step before a second will still be counted in the scenario report as long as the step was performed in the correct time frame. Graph types for scenario reports Scenario reports are typically displayed as funnel graphs (hence their alternate name) but you can display them using any graph type you choose. Using filters with scenario reports You can apply filters to scenario reports just as you can to any other report type. However, to pick the appropriate filters it is important to understand how NetInsight determines visitor and visit counts for scenario reports. And at what point in the process filters are applied. Here's how NetInsightcalculates the visitor and visit counts for each step in a scenario report: To determine visitor count: 1. First NetInsightfinds all visitors who match the report's filters. If a date filter has been applied, to be included visitors must have completed each step in the scenario within that time period. 2. Next, of the visitors who matched the filters, NetInsightfinds those who completed this step and all preceding steps. To determine visit count: 1. NetInsight finds all of the visits from those visitors that match the report's filters. 2. Next NetInsightcounts the number of visits in which those visitors completed the current step. If you see unexpected results Chapter 8. Creating reports 109 v It is possible to have a report with visit counts that increase from step to step rather than decrease as expected. This can occur when a higher percentage of visits match the filters for the later steps (something especially likely with view-based filters). v It is also possible for visitor counts to change based on the current calendar setting. For example, suppose your scenario has two steps and you use the calendar to display the data for July, then August. Joe completes step one in July and step two in August. Joe will be included in the July report because he completed step one in that time frame. But he but will not be included in the August report because he only completed step two in that time period, not both as required. If you were to restore the calendar view to View All you would see Joe included in the report for both steps. To create a scenario report Each step in a scenario report must be defined by either a one or more page filters or by a unique visitor profile. If you are going to use visitor profiles to define report steps, you must create them prior to creating the report. To 1. 2. 3. create a scenario report: View the profile in which you want to create the scenario report. Click the Custom tab > Create Report > Scenario report > Continue. For each step in the report, add either a single visitor profile or one or more pages or page filters. v To add a visitor profile to a step: a. Click the Visitor Profiles tab. b. Click the visitor profile you want to add. c. Click a step to select it. d. Click Add to Selected Step. v To a. b. c. d. e. add a single page to a step: Click the Search Pages tab. Enter search criteria for the page you want to apply and click Search. From the Results list, select the page you want. Click a step to select it. Click Add to Selected Step. v To add a page filter to a step: a. Click the Page tab. b. Select matching criteria (for example, “that starts with”, “that do not contain”). c. Enter a matching string or make a selection from the Select a Page list. d. Click a step to select it. e. Click Add to Selected Step. Note: When you add multiple page filters to a step, those with identical settings for both that do/that do not AND match type are logically ORed together. If their settings are not identical they are logically ANDed. For example, the filters that match mypage.htm and that match yourpage.htm will be logically ORed. The filters that start with mypage and that contain yourpage will be logically ANDed. Pages added using the Search Pages tab function as positive exact matches and therefore are logically ORed. 110 IBM Unica NetInsight: Administrator's Guide 4. If v v v v necessary, you can reorganize your steps as follows: To re-order a step, click its Arrow button and drag it to a new position. To delete a step, click its X button. To reset all steps to their value as of the last save, click Reset Steps. To clear all steps of values, click Clear. 5. Optionally, you can require that each step in the report must be completed in a single visit. 6. Click Continue. 7. In Report description: v Enter a unique title for the report. v Select the type of graph you want (funnel is a common format for scenario reports). v Select which report metric you want the graph to display. The list contains all of the report's "graphable" metrics. To use All Columns the graph type must be a bar or line chart. v Optionally, In Page help, enter explanatory text. It will display below the report when it is viewed. 8. Click Continue. At this point you can save, run, email, or perform other actions on the report. You can also add filters and metrics, apply comparative date or A/B filters, or change any of the options you selected in previous steps. About crosstab reports A crosstab report is a standard report with two or more dimensions that lets you to analyze the relationships between those dimensions. When multiple dimensions are included in a report, NetInsight creates a full permutation across the dimensions. That is, each unique value in the first dimension is paired with each unique value of each other dimension. You can include up to five dimensions per report--the application prevents you from adding more than that. Crosstab reports can be set up to display their results as either ungrouped or grouped. The default is grouped, meaning the values for each successive dimension are nested (indented) under the previous dimension's value. Dimensions can be nested up to five levels deep. When a report is set up as ungrouped, each distinct combination of of values appears in its own row. The report's title bar lists each dimension in the order it appears in the report. (Due to space limitations, nested values may not line up exactly with their dimension name in the title bar.) The first dimension value is expanded by default. Other dimensions must be expanded manually. To change the order of dimensions in a crosstab report, drag and drop them within the title bar. To sort dimensions in ascending or descending order, click the column label of the primary dimension. Values for nested dimensions are automatically sorted in the same manner as the primary dimension. When you create a crosstab report, you can view path charts, 3-D bar charts, and stacked bar charts that display the primary and secondary dimensions and one metric. By default, the left-most metric in the report is displayed but you can choose any metric in the report to graph. Chapter 8. Creating reports 111 To create a crosstab report To create a crosstab report: 1. To define a new crosstab report, on the Custom tab click Create Report > Standard report > Continue. You can also base your new crosstab report on an existing report. v On the Custom tab, select an existing report then click Create New From Selected. v On the Reports tab, select the report then click the Report Designer icon ( ). On the Report Summary screen click Edit. The Dimensions screen opens. 2. Select the dimensions you want then click Continue. You can add up to five dimensions. The dimension at the top of the list is the primary dimension for the report. 3. Select the metrics you want then click Continue. You must select at least one metric. 4. Select the method by which you want to group the results in the report. v Select All Dimensions with Totals to rank entries by the primary dimension value. (Secondary dimensions are ranked within each primary dimension value.) For each metric, a value is displayed for each secondary dimension; a total is shown for each primary dimension. v Select All Dimensions to rank entries by the primary dimension value. (Seconday dimensions are ranked within each primary dimension value.) For each metric, a value is displayed for secondary dimensions but not for the primary. v Select No Grouping to rank entries by each primary/secondary value combination. (Different secondary values for the same primary value may not appear next to each other on the report.) The remaining options depend on whether you chose to group results. v If you selected one of the grouping options, select the number of primary values per report page and secondary values per primary value. v If you selected No Grouping, select the number of rows you want per report page. 5. Click Continue. 6. Specify any filters you want on the report. Click Continue. The Calendar Dates screen opens. 7. Specify the fixed or relative time frame of the report in the Calendar Dates box and click Continue. To create a comparative report, also enter a time frame in the Comparative Calendar Dates box. If you did not enter a comparative calendar date, the A/B Groups screen opens. 8. If you want to apply two sets of filters and compare the resulting reports, enter the two groups of filters, then click Continue. The Report Summary screen opens. You can now run or save the report. About time frames Time frames can be fixed or relative. 112 IBM Unica NetInsight: Administrator's Guide v A fixed time frame will not change. For example, if you create a report for October 2009, it will always display data from October 2009. v A relative time frame changes over time. For example, if on January 1, 2009, you create a report for the time frame Today, it will display data for January 1, 2009. If you save the report and display it again the next day, it will display data for January 2, 2009. You can specify a time frame for a report using the calendar or using a date filter. To specify a relative or fixed time frame using a date filter 1. Display the Filters page. The Filters page displays automatically as part of the Custom Report Wizard. You can also display it manually by clicking Filters on the Report Summary page. 2. Click Add. 3. Select Date and click Continue. 4. Specify the time frame you want to use for this report. v To include today’s date, select Today. v To include yesterday’s day, select Yesterday. v To include data from a specified number of the specified time period units, starting with the current unit and counting back, select Current 2 days, enter the desired number of units in the first box, and select a time period unit (days, weeks, months, quarters, or years) from the drop-down list. Current 2 days will include data from today and yesterday. v To include data from a specified number of the specified time period units, starting with the previous unit and counting back, select Previous 2 days, enter the desired number of units in the first box, and select a time period unit (days, weeks, months, quarters, or years) from the drop-down list. Previous 2 days will include data from yesterday and the day before yesterday. v To include data from the current specified time period unit (other than day), select Current week and then select the desired time period unit (week, month, quarter, or year) from the drop-down list. v To include data from the previous specified time period unit (other than day), select Previous week and then select the desired time period unit (week, month, quarter, or year) from the drop-down list. v To include data from a fixed time frame, select Dates from and then select the start and end dates of the desired time frame from the drop-down lists. 5. When you have specified the time period you want, click Continue. About period-to-date reports A period-to-date report presents data from the beginning of a time period through the current date. Year-to-date, quarter-to-date, and month-to-date reports track performance from the start of the specified period through the present. You can create period-to-date comparative reports. For example, when you view a month-to-date report, you can choose to add the data for the same period last year to the report for comparison. Chapter 8. Creating reports 113 To create a period-to-date report 1. On the Reports tab, select a report. ) to display a single 2. If necessary, click the Comparative Reports icon ( calendar. 3. Use the calendar to specify the time frame for the report: a. To specify a year-to date reporting period, click the View Year icon below the calendar, then Shift+click every month through the current month. b. To specify a quarter-to-date reporting period, click the View Quarter icon, then Shift+click every quarter through the current quarter. c. To specify a month-to-date reporting period, click the View Month icon then, Shift+click every day through the current day. 4. Click the Apply Calendar icon. The report displays data for the specified period-to-date time frame. This time frame is used until you select a different time frame. About dimensions A dimension is a component that displays data from the log file without performing an operation on it first. In all reports except crosstab reports, only one column displays a dimension. For example, in the Browser Summary, the Browser column displays a dimension. In reports, the dimension is in the column next to the row number. To specify dimensions for a report in the Custom Report Wizard In the Custom Report Wizard, you specify dimensions for a report on the Dimensions page. 1. Display the Dimensions page by doing one of the following: a. Create a report. The Dimensions page will appear during the report creation process. b. Display the Report Summary page for a report and click Dimensions. 2. To add a dimension: a. Select a dimension in the Available dimensions list. b. Click Add dimension (the arrow button that points to the right). The dimension appears in the Selected dimensions list. 3. To remove dimensions: a. Select one or more dimensions in the Selected dimensions list. b. Click Remove dimension (the arrow button pointing to the left). 4. To reorder dimensions, select one or more dimensions and click Move Up or Move Down. The first dimension in the report is the primary dimension. About metrics A metric is a numeric or date variable in which a mathematical operation has been performed. Most of the data on a NetInsight report are supplied by metrics. 114 IBM Unica NetInsight: Administrator's Guide You can add metrics to a report at the Metrics page in the Custom Report Wizard or by using the Discovery Panel. By default, NetInsight has many metrics. You can also create metrics in the profile options for use on any report in the profile or in the Custom Report Wizard for use on the current report only. To add a metric through the Discovery Panel 1. Open the Discovery Panel. The Available Metrics panel appear under the Available Filters panel. Your administrator may have created custom folders and/or re-organized the metrics from the default settings. 2. Expand the folder that contains the metric to add using the plus sign icon ( ). 3. Click the metric to add it to the report or drag it anywhere onto the report. You can drag and drop a metric onto the report title bar to control the location of the metric. The metric appears in the report when you see two red triangles indicating the insertion location. You also can drag a metric after it appears to re-order it. All metric columns must appear to the right of all dimensions. You can add additional metrics as needed. You can sort by any metric by clicking on the metric column label in the report title bar. An up or down triangle appears showing which column is currently used to sort the report and the sort direction (ascending or descending). To specify metrics for a report in the Custom Report Wizard In the Custom Report Wizard, you specify metrics for a report on the Metrics page. The Metrics page includes every metric in the profile, including custom metrics created in the profile options. If you don't see the metric you want, you can create it here. However, metrics created from the Custom Report Wizard are only available for the current report. 1. Display the Metrics page by doing one of the following: a. Create a report. The Metrics page will appear during the report creation process. b. Display the Report Summary page for a report and click Metrics. 2. To add existing metrics: a. Select one or more metrics in the Available metrics list. b. Click Add metric (the arrow button that points to the right). The metrics appear in the Selected metrics list. 3. To create and add a metric, click Add custom metric. 4. To edit a metric: a. Select the metric in the Selected metrics list. b. Click Edit metric. The Customizing a metric screen appears. When you are finished editing the metric, click Continue to save your changes and return to the Metrics page. 5. To remove metrics: a. Select one or more metrics in the Selected metrics list. b. Click Remove metric (the arrow button pointing to the left). 6. To reorder metrics, select one or more metrics and click Move Up or Move Down. Metrics appear in the report from left to right in the order they are listed in the Selected metrics list. Chapter 8. Creating reports 115 About comparative reports A comparative report enables you to see and compare data for two different time periods in the same report. Use comparative reports to analyze period-over-period (such as year-over-year) data and to analyze potential changes in customer behavior before and after a specific event. For each metric value in a comparative report, there are three columns: v The metric values and percentages for the first time period v The metric values and percentages for the second time period v The percentage change, which is calculated as: (TimePeriod2Value - TimePeriod1Value) / TimePeriod1Value When the first time period's value is greater than the second, the percentage change is negative (displayed in parentheses) and shown with a red down arrow. When the second time period's value is greater than the first, the percentage change is positive and shown with a green up arrow. You can create a comparative report through the Custom Report Wizard or on the Reports tab. To create a comparative report from the Reports tab 1. View the report you want to make a comparative report. ). 2. Click the Comparative Reports icon ( A second calendar appears below the first on the left side of your screen. 3. Using the top calendar, specify the first time period whose data you want to view for this report. 4. Using the bottom calendar, specify the second time period whose data you want to view for this report. 5. Click the Apply Calendar button on either calendar. The comparative report appears. Every report you view after this will be a comparative report using these time periods until you click the icon again to turn comparative reports off and either select a new report or select a new time period from the calendar. To create a comparative report: one-click option If the comparison time period for your report is the exact same period in the previous year, you do not have to use the second calendar. A one-click option is available to add the same period from last year. 1. On the Reports tab, view the report for a single time period. 2. Right click the report time frame that appears above the report, and when the Last Year Compare option appears click it. 116 IBM Unica NetInsight: Administrator's Guide A report with data from the selected time period, and the same time period last year, appears. To create a comparative report using the Custom Report Wizard 1. Display the Calendar Dates page by doing one of the following: v Create a report using the Define a new report option. The Calendar Dates page will appear during the report creation process. v Display the Report Summary page for a report and click Calendar Dates. If the report is an A/B report, the Calendar Dates page does not have the Comparative Calendar Dates box. A report cannot be both an A/B report and a comparative report. 2. Click Add underneath the Calendar Dates box. 3. Enter the date you want and click Continue. You can repeat these steps to add multiple dates. 4. Click Add underneath the Comparative Calendar Dates box. 5. Enter the date you want and click Continue. You can repeat these steps to add multiple dates. 6. Click Continue to display the Report Summary page. Calendar filter options To display Click the View Custom tab and Today Select Today from the top drop-down list. Current week/month/quarter/year Select the appropriate selection from the top drop-down list. Yesterday Select Yesterday from the top-drop-down list. Previous week/month/quarter/ year Select the appropriate selection from the top drop-down list. Chapter 8. Creating reports 117 To display Click the View Custom tab and N days/weeks/months/quarters/ years ago Enter a number in the blank box next to the second radio button and select the unit of time. Fixed date Enter a From and To date. Examples If today is January 24, 2011, the following statements are true: v Previous month displays data for December 2010 v 2 days ago displays data for January 22, 2011 v 2 months ago displays data for November 2010 To edit a report using the Report Summary page You can make any change to a report at the Report Summary page. 1. View the report you want to edit. 2. Click the Report Designer icon. The Report Summary page appears. 3. Make your changes. To see your changes, click Run. To save your report, click Save. You can also use the Discovery Panel to add or remove filters, metrics, or dimensions while viewing the report. 118 IBM Unica NetInsight: Administrator's Guide Chapter 9. Archiving, emailing, and exporting reports Because you can generate a report at any time, there is generally no need to archive a separate copy of a report for record keeping. However, archived reports provide a static snapshot of data and use fewer database resources, so you may wish to archive reports to make better use of your resources or to preserve a view of data at a particular point in time. You can view, export, and print archived reports. NetInsight always archives reports using Full mode, regardless of the reporting mode you are currently using in the profile. Note: You cannot drill down into archived reports. An archived report has no links. To archive a report 1. View the Profile that contains the report you want to archive. 2. Display the Report Summary page for the report you want to archive. You can open the Report Summary page by clicking the Report Designer icon ( ), or by selecting the report in the Custom tab and clicking Edit Report. 3. Click Archive. 4. In the Report title field, modify the name of the report as needed. 5. If you want the filters to be listed on the report, select the Display filters on report check box. 6. Click Continue. The report is archived. To view archived reports 1. View the profile that contains the archived report you want to view. 2. Click the Archive tab. You cannot interact with static reports (that is, they are not drillable, sortable, or otherwise modifiable). Archived reports always display in Full reporting mode. 3. From the Report to Display drop-down list, select the archived report you want to view. The report is displayed. You can now save or print the report. To remove archived reports 1. View the profile that contains the archived report you want to remove. 2. Click the Options tab. 3. In theNetInsight Options drop-down list at the top of the screen, select Remove Archived Reports. © IBM Corporation 1996, 2011 119 The Archived reports screen opens, listing the archived reports 4. Do one of the following to remove the reports. v To remove only some of the archived reports, select them in the list and click Remove Selected Reports. v To remove all the reports, click Remove All Reports. The selected reports are permanently removed from the archive. About emailing reports NetInsight enables you to email reports to others. If you routinely send the same reports to the same people, you can create one or more email tasks, which specify which reports should go to which recipients and in which format. You can also create an email alert that will execute an email task if the value of a specified metric meets the criteria you specify for the alert. When you email a report using the Email icon on the toolbar, you can choose to email the full version of the report or the sample version. When you email a report from the Report Summary page, you do not have a Reporting mode option. The report is emailed according to the reporting mode currently specified for the profile. Reports sent as part of an email task or email alert always are sent in Full mode. When emailing a report in .csv format, you can choose to email only the data currently displayed on the report page, or the maximum amount of data allowed for your system. For all other report formats, only the data displayed on the report page is included in the emailed report. You can execute an email task or email alert manually from either the NetInsight interface or the command line, or you can schedule the task or alert to execute automatically. To email a report Before you can email a report, an email server must be configured for use with NetInsight. You can email any report while viewing it. 1. Display the report you want to email. ). 2. Click the Email icon ( 3. In the From address field, enter the email address from which this report is to be mailed. Any email messages returned as undeliverable are returned to this address. 4. In the To address field, enter the email address to which you want to send the report. Separate multiple email addresses with commas or semicolons. 5. In the Subject of email field, enter the subject of this email message. 6. In the Format of report list, select the report format you want to use. 7. In the Reporting mode list, select the reporting mode in which you want to export the report. 120 IBM Unica NetInsight: Administrator's Guide The Reporting mode option only appears if sampling is enabled and you have the privilege for changing the export reporting mode. 8. If you are emailing a report in .csv format, select one of the options from the Data to e-mail drop-down list. v To email only the data currently displayed on the report page, select Just this report. If the report is not currently displayed, the email will contain only the first page of data, up to the number of rows per page specified in the Report Designer. v To email the maximum amount of data returned in the report up to the limit defined for your system, select Maximum data allowed. 9. In the Additional text field, enter the text you want to include in the body of the email message that contains the report and chart. 10. Click Continue. To create an email task 1. While working with a profile containing the reports you want to email, click Options. 2. In the left panel, under Email, click Email Tasks. The Available email tasks screen opens. 3. Click Add. The Email task description screen opens. 4. In the Name of task field, enter the name you want displayed for this email task in the Available email tasks list. Use a name that clearly identifies the task. 5. In the From address field, enter the email address from which the reports in this email task will be mailed to users. Any email messages returned as undeliverable, as well as any replies sent by recipients, are sent to this address. Note: If you do not enter an address, NetInsight uses the email address specified for the From address option in the administrative options. 6. In the Subject of email field, enter the text you want to appear in the subject line of the email the recipients receive. 7. In the Format of reports list, select the report format you want to use. 8. If you are emailing a report in .csv format, select one of the options from the Data to e-mail drop-down list. v To email only the first page of data, up to the number of rows per page specified in the Report Designer, select Just this report. v To email the maximum amount of data returned in the report up to the limit defined for your system, select Maximum data allowed. 9. In the Time period list, select the time period for which the metric will be calculated. 10. If you have scheduled the -email command-line option to automatically execute all the email tasks for this profile but you do not want this email task executed with the group, select the Exclude from batch execution check box. This email task is then executed only when you use the -emailtask command-line option or select the task in the Available email tasks list and click Execute. Chapter 9. Archiving, emailing, and exporting reports 121 Note: This option is especially useful when most of your email tasks are executed daily and you want to create a task that executes weekly, monthly, or quarterly. 11. In the Additional text field, enter the text you want to include in the body of the email message that contains the reports and graphs. For example, you could include descriptions of the data contained in each report. 12. Click Save Options and then click Continue. Before the email task is functional, you must: v Add one or more reports to the email task v Add one or more recipients to the email task To add or edit reports for an email task You must create the email task to add reports to before completing the instructions below. When you execute an email task, NetInsight includes all the reports in the email task in one email message. You can specify the order in which you want the reports to appear when you add reports to the email task. 1. While working with the profile, click Options. 2. In the Options panel, under Email, click Email Tasks. The Available email tasks screen opens. 3. Select the email task to add reports to. 4. Click Reports. The Reports to be sent for profile screen opens. 5. Select reports in the Available reports list and use the right arrow button to move reports you want to send to the Selected reports list. You can use the left arrow button to remove any reports you do not want to send. 6. Select reports in the Selected reports list and use the up and down buttons to adjust the order of reports to be included. 7. When all the reports you want to include are in the Selected reports list and in the desired order, click Save Options and then click Continue. To add or edit recipients for an email task: You must create the email task to add recipients to before completing the instructions below. If the list of recipients is particularly long, you may want to contact your email administrator about creating an alias for multiple email addresses on your mail server. Using this method allows you to avoid entering a long list of email recipients. You can then mail the reports to the alias and all the recipients will receive them. 1. While working with the profile, click Options. 2. In the left panel, under Email, click Email Tasks. The Available email tasks screen opens. 3. Select the appropriate email task. 4. Click Recipients. The Recipients of reports for profile screen opens. 5. Click Add. 122 IBM Unica NetInsight: Administrator's Guide The Email address field appears. 6. Enter the email address of one person who should receive the reports and click Add. 7. Click Continue. To test an email task: You can test an email task to ensure that the resulting email is what you want without sending it to everyone on the recipient list. You can specify a test email account to receive the reports for verification purposes. You can also use this feature to send the reports in an email task to a list of recipients that is different than the list specified in the email task. Note: NetInsight does not display errors it encounters while executing the email task when you are testing. If you need to troubleshoot an email task, execute it from the nettracker.exe command line using the -emailtask option. You can use the -recipients option to send the reports to a different list of recipients. 1. While working with the profile, click Options. 2. In the left panel, under Email, click Email Tasks. The Available email tasks screen opens. 3. Select the email task to test. 4. Click Test. The Test email task screen opens. 5. In the Email address field, enter the list of email addresses to which you want the reports in the email task sent. Separate multiple addresses with commas or semicolons. (Spaces before or after the commas are ignored.) 6. Click Execute. To edit an email task: 1. While working with the profile, click Options. 2. In the left panel, under Email, click Email Tasks. The Available email tasks screen opens. 3. Select the appropriate email task. 4. Click Edit. The Email task description screen opens. 5. Edit values as desired and click Save. You can now: v Add reports to an email task v Add recipients to an email task To delete an email task: Note: When you delete an email task, all email alerts that use the email task are automatically deleted as well. 1. While working with the profile, click Options. 2. In the Options panel, select Email > Email Tasks. The Available email tasks screen opens. 3. Select the email task to delete. Chapter 9. Archiving, emailing, and exporting reports 123 4. Click Delete. The email task is deleted. 5. Click Continue. To execute an email task You must do the following before executing an email task: v Create the email task v Add reports to an email task v Add recipients to an email task When you execute an email task, NetInsight includes all the reports in the email task in one email message and sends it to the specified recipients. 1. While working with the profile, click Options. 2. In the left panel, under Email, click Email Tasks. The Available email tasks screen opens. 3. Select the email task to execute. 4. Click Execute. To execute an email task from the command line: You must do the following before executing an email task: v Create the email task v Add reports to an email task v Add recipients to an email task When you execute an email task, NetInsight includes all the reports in the email task in one email message. You can specify the order in which you want the reports to appear when you add reports to the email task. Executing an email task from the command line allows you to easily automate delivery of reports by scheduling email task execution using a scheduler. Executing an email task from the command line also enables you to see any errors encountered while executing the task. 1. Open a command prompt or terminal. 2. Change to the NetInsight program directory. (The default program directory on UNIX is /usr/local/netinsight. The default NetInsight program directory on Windows is C:\Program Files\NetInsight. 3. Run the following command: nettracker short_Profile_name -emailtask taskname where short_profile_name is the short name of the profile containing the email task you want to execute and taskname is the name of the email task. Short profile names appear in parentheses in the Profile Manager. You can also run the command Nettracker admin -list to see a list of all the short profile names. Note: You can also use the -recipients command-line option to specify recipients other than those specified in the email task. To execute all email tasks from the command line: You must do the following before executing all email tasks: 124 IBM Unica NetInsight: Administrator's Guide v Create the email task v Add reports to an email task v Add recipients to an email task When you execute an email task, NetInsight includes all the reports in the email task in one email message. You can specify the order in which you want the reports to appear when you add reports to the email task. You can use one command to execute all of the email tasks in any profile. However, any tasks that have the Exclude from batch execution check box selected are not executed. 1. Open a command prompt or terminal. 2. Change to the NetInsight program directory. (The default program directory on UNIX is /usr/local/netinsight. The default NetInsight program directory on Windows is C:\Program Files\NetInsight.) 3. Run the following command: nettracker short_Profile_name -email where short_Profile_name is the short name of the profile containing the email tasks you want to execute. Short profile names appear in parentheses in the Profile Manager. You can also run the command Nettracker admin -list to see a list of all the short profile names. Note: You can also use the -recipients command-line option to specify recipients other than those specified in the email task. To create an email alert You must create at least one fully-configured email task before you can create an email alert. 1. While working with the profile containing the email task that should be executed, click Options. 2. In the left panel, under Email, click Email Alerts. The Available email alerts screen opens. 3. Click Add. The Email alert description screen opens. 4. In the Name of alert field, enter the name you want displayed for this alert in the Available email alerts list. Use a name that will clearly identify the alert. 5. In the Email task list, select the email task to be executed if the criteria you specify for the alert are met. 6. To email alerts for a specified time period and amount changed, clear the Compare to previous time period check box. This option triggers the alert if, after a stated period has elapsed, a metric is more than, less than, or equal to a certain value. 7. To email alerts for a comparative time period and percentage change, check the Compare to previous time period check box. This option triggers the alert if, over time, a metric has changed by a certain percentage. 8. Select the Time period for which the metric will be calculated. Different options are available for you to enter an absolute or relative time period. Chapter 9. Archiving, emailing, and exporting reports 125 Note: For alerts with an absolute time period (the Compare to previous time period check box is cleared): v To include data from a specified number of the specified time period units, starting with the current unit and counting back, select Current, enter the desired number of units in the first field, and select a time period unit from the drop-down list. For example, specifying Current 2 days includes data from today and yesterday. v To include data from a specified number of the specified time period units, starting with the previous unit and counting back, select Previous, enter the desired number of units in the first box, and select a time period unit from the drop-down list. For example, specifying Previous 2 days includes data from yesterday and the day before yesterday. 9. In the Metric list, select the metric for which you want to calculate a value. 10. In the Execute if calculated value is list, select the comparison type to use to compare the calculated value to the threshold value. Different options are available based on your selection for the Compare to previous time period check box: v If you clear the Compare to previous time period check box, you select a comparison operator (greater than, less than, equal to) and specify an amount. v If you check the Compare to previous time period check box, you select a percentage increase, decrease, or total change and specify an amount. 11. Enter a number for the threshold value in the next field to the right. 12. Click Save Options, then click Continue. You can now add filters to the alert. To modify filters for an email alert: 1. While working with the profile, click Options. 2. In the left panel, under Email, click Email Alerts. The Available email alerts screen opens. 3. Select the email alert to modify filters for. 4. Click Filters. The Filters that belong to email alert screen opens. 5. To add a filter: a. Click Add Filter. The Available filters screen opens. b. Select a filter and click Continue. c. 6. To a. b. c. 7. To a. b. 126 The Filter description screen opens. Select one or more bins for the filter and click Continue. For a string variable, fill in the Filter Description screen. edit a filter: Select the filter to edit. Click Edit Filter. The Available filters screen opens. Edit the filter as desired and click Continue. delete a filter: Select the filter to delete. Click Delete Filter. IBM Unica NetInsight: Administrator's Guide The filter is deleted. 8. Repeat steps 5 through 7 until the filter list is complete. 9. Click Save Filters. To test an email alert: Before you execute an email alert, you should test it to troubleshoot the criteria you specified for the alert. When you test an email alert, a message displays the calculated value of the metric values that match the filters you specified, whether this calculated value meets the threshold value, and whether or not the alert would have been executed. 1. While working with the profile, click Options. 2. In the left panel, under Email, click Email Alerts. The Available email alerts screen opens. 3. Select the email alert to test. 4. Click Test. The Test email alert screen opens, showing the results of the test. To edit an email alert: 1. While working with the profiles, click Options. 2. In the left panel, under Email, click Email Alerts. The Available email alerts screen opens. 3. Select the email alert to edit. 4. Click Edit. The Email alert description screen opens. 5. Edit the fields on this screen as desired and click Save. You now add filters to the alert. To delete an email alert: 1. While working with the profile, click Options. 2. In the Options panel, select Email > Email Alerts. The Available email alerts screen opens. 3. Select the email alert to delete. 4. Click Delete. The email alert is deleted. 5. Click Continue. To execute an email alert You must do the following before executing an email alert: v Create an email task containing one or more reports v Create the email alert v Optionally add filters to the email alert 1. While working with the profile, click Options. 2. In the left panel, under Email, click Email Alerts. The Available email alerts screen opens. 3. Select the email alert to execute. Chapter 9. Archiving, emailing, and exporting reports 127 4. Click Execute. To execute an email alert from the command line: You must do the following before executing an email alert: v Create an email task containing one or more reports v Optionally create the email alert v Add filters to the email alert 1. Open a command prompt or terminal. 2. Change to the NetInsight program directory. (The default program directory on UNIX is /usr/local/ NetInsight. The default NetInsight program directory on Windows is C:\Program Files\NetInsight.) 3. Run the following command: where profile_name is the short name of the profile containing the email alert you want to execute and alertname is the name of the email alert. Short profile names appear in parentheses in the Profile Manager. You can also run the command Nettracker admin -list to see a list of all the short profile names. nettrackerprofile_name-alerttask alertname To execute all email alerts from the command line: You must do the following before executing an email alert: v Create an email task containing one or more reports v Create the email alert v Add filters to the email alert 1. Open a command prompt or terminal. 2. Change to the NetInsight program directory. (The default program directory on UNIX is /usr/local/NetInsight. The default NetInsight program directory on Windows is C:\Program Files\NetInsight.) 3. Run the following command: where profile_name is the short name of the profile containing the email alert you want to execute. Short profile names appear in parentheses in the Profile Manager. You can also run the command Nettracker admin -list to see a list of all the short profile names. nettrackerprofile_name-alert About scheduling email tasks and email alerts You can schedule the execution of email tasks and email alerts through the Task Scheduler on a Windows system or through cron on a UNIX system. You may want to schedule the sending of emailed reports along with an update so that updated reports are mailed to your users as soon as an update has successfully completed. Reports sent as a result of an email task or email alert will always use Full mode, not Sample mode. Note: NetInsight email options must be properly configured for scheduled email tasks to execute successfully. 128 IBM Unica NetInsight: Administrator's Guide Scheduling all email tasks and email alerts on a Windows system To schedule all email tasks and email alerts in a profile on a Windows system, you use the AT command. For example: AT 11:05PM /every:m,t,w,th,f,sa,su "C:\Program Files\NetInsight \nettracker.exe" all -quiet -update -email -alert -dir"C:\Program Files\ NetInsight " Assuming that NetInsight is installed in C:\Program Files\NetInsight, this command updates your profiles, emails summaries to your users, and executes any email alerts that have been specified every night; the process starts at 11:05 PM. The -dir option specifies the NetInsight program directory so the nettracker executable can find the profile files. Scheduling all email tasks and email alerts on a UNIX system To schedule all email tasks and email alerts in a profile on a UNIX system, add this entry (all one line) to your crontab: 0 0 * * * /usr/local/NetInsight /nettracker all -quiet -update -email -alert -dir /usr/local/NetInsight Assuming that NetInsight is installed in /usr/local/NetInsight, this command runs an update on NetInsight at midnight every night, emails reports to your users, and executes any email alerts that have been specified. The -dir option specifies the NetInsight program directory so the nettracker executable can find the profile files. To export a report as a file You can export the data in a report to a spreadsheet, word processor, Web browser, or to XML. This topic provides instructions on exporting data in a spreadsheet, word processor, or HTML file. For instructions on exporting a report to a Portlet URL, see “To export a report as a portlet” on page 131. Note: To export a report, you must set your browser to allow pop-up windows. You may choose to export just the data shown on the current page or all available data in the report, if it appears across multiple pages. If sampling is enabled and you have the corresponding privilege, you can choose to export the report in Full or Sample mode. If Multi-Edit mode is on and you have unapplied report changes in the queue, the exported report reflects the report as it will look after you click Run Report. 1. Display the report. 2. Click the Export icon ( ) located in the toolbar. Chapter 9. Archiving, emailing, and exporting reports 129 The Export options window opens. 3. From Report Type, select File. 4. Select the appropriate option from the Format of report drop-down list. v Select Spreadsheet (.csv) to create a text file that can be saved or imported into most spreadsheet and database applications. (For example, Microsoft Excel can open .csv files.) You can then manipulate, format, and analyze the data using the tools provided in the spreadsheet or database application. v Select Web browser (.html) to create an HTML file that you can save or post on your Web site for viewing by others. v Select Word Processor (.rtf) to create a Rich Text File that can be saved or imported directly by Microsoft Word and many other word processors. You can open the file in a word processor, edit it, and then print it for distribution. 5. From the Data to export drop-down list, select one of the options. v To export just the data that appears in the current page of the report, select Just this screen. v To export all the data in the report, select Maximum data allowed. 6. From the Reporting mode drop-down list, select one of the options. The Reporting mode option only appears if sampling is enabled and you have the privilege for changing the export reporting mode. 7. Click Export. Depending on the Web browser you are using and the export format that you selected, either a Save As window opens or the exported report opens in a new window or tab. If it appears as though nothing has happened, ensure that your browser settings allow pop-up windows. 8. If a Save As window opens, select the drive and directory where the file is to be saved, enter a filename, and click Save. The report is saved in the format you selected. About portlets You can export any report that auto-updates as a portlet, a pluggable user interface component that can be displayed in web pages, web-based applications, or other applications that can render HTML or parse XML data. Uses for portlets include: v Display the report as a web page, or within an inline frame on a web page or web application. v Convert the portlet to a widget using a vehicle like Google Gadgets. v Parse the XML for rendering in a table or other format, or pass the data to another application for use. Subsequent changes to the report in NetInsight (for example, updates, new filters applied) are reflected in the portlet the next time it is accessed by a user. Users viewing a portlet can change the graph type just as they can in NetInsight. Clicking a portlet rendered in HTML launches the report in NetInsight. Requirements and limitations for portlets v Only graph reports and dashboards that auto-update can be exported as portlets. When you export a dashboard, only the top-left report is exported and html is the only export option. 130 IBM Unica NetInsight: Administrator's Guide v The server where a portlet is deployed must be able to access your NetInsight server. v There is no indication in NetInsight that a particular report is in use as a portlet. Deleting a report in use as a portlet will result in missing data where the portlet is used (for example, a 404 error on a web page or missing data in an XML application). v Width is the only size dimension that can be specified for a portlet; height is adjusted automatically. Path reports adjust their width automatically. Stacked bar reports automatically increase the specified width by 30%. Authentication requirements for viewing portlets v If NetInsight is configured to require a login, users attempting to view a portlet in a web page will be presented with login fields which they must complete before the portlet will display. v If a portlet is displayed in another IBM application that shares Marketing Platform authentication with NetInsight, users will still need to provide their NetInsight credentials to view the portlet. To export a report as a portlet You can export any graph report or dashboard that auto-updates as a portlet: a pluggable user interface component than can be displayed in web pages, web-based applications, or other applications that can render HTML or parse XML data. 1. Display the report you want to export. If you export from a dashboard, only the top-left report on the dashboard will be exported and HTML is the only portlet format option. 2. Click the Export icon ( report. ) located in the toolbar to the upper-right of the The Export options window opens. 3. From Export Type, select Portlet URL. 4. From Format of Report select Web Browser or XML. 5. If you selected Web Browser, specify: a. The number of values to include in the report. b. The width of the report graphic, in pixels. Note that Path reports self-adjust their size, regardless of the width you specify. Stacked bar reports will automatically increase the width you specify by 30%. c. Optionally, you can choose to hide the report header. 6. Click Export. 7. Copy the URL for the report. About group selections A group selection is a collection of visitors selected from one or more rows of one or more profile reports. Data on these visitors can be exported to a .csv file or saved as a SQL query in the NetInsight database for further processing in other applications. For example, if you have a customer database with a table capable of mapping NetInsight visitors to customer IDs, you could use group selection to ultimately generate an email list for use in an email campaign. Or, if your site Chapter 9. Archiving, emailing, and exporting reports 131 requires users to log in, you could use group selection to map a particular set of NetInsight visitors to stored user information via the login ID. You create a group selection by selecting a report metric representing visitors and dragging it onto the Selected Groups panel. To access the Selected Groups panel and export selection data you must have been assigned the necessary NetInsight privileges. While the visitors in a particular group selection can come from different reports, they must be chosen using the same base metric: for example, visits or views or unique visitors. You cannot select dimension rows. Each metric row dragged onto the Selected Groups panel is treated as a separate group within that selection. For selections containing multiple groups, the panel displays an estimated count of the total visitors across all groups. Because of the potential overlap between visitors in different groups, the estimated count may not accurately reflect the number of unique visitors you have selected. The Selected Groups panel includes a command that lets you calculate the actual number of unique visitors in your selection. Group selections exported as .csv The visitor data exported to the csv file consists of: v A NetInsight visitor ID. Because this ID is transient and can change from session to session for the same visitor, it's value is limited. v A visitor identification string. For example, in the case of a URL request, the string would be an IP address and user agent such as 93.158.148.31:Yandex/ 1.01.001 (compatible; Win16; I). Group selections exported as SQL Group selections exported as SQL are written to two NetInsight system tables. v UNI_Selection stores the metadata for each saved selection including the selection name, its optional description, associated profile, the user name of the user(s) who created and/or updated it, and its creation and update dates. v UNI_Selection_SQL stores the actual SQL statement that selects the visitors from the profile source data. For example: To open or close the Selected Groups panel Before you can make and save group selections, you must open the Selected Groups panel. 1. Open the report. ). 2. In the upper-right toolbar, click the Selected Groups icon ( The Selected Groups panel opens in the bottom-left of the screen: 132 IBM Unica NetInsight: Administrator's Guide You can now begin making and saving selections. To hide the Selected Groups panel, click on the Selected Groups icon again. To add groups to a group selection Before you can create a group selection you must open the Selected Groups panel. 1. In the desired report, click the cell of the metric you want to add to a group. Use Shift + click or Ctrl + click to select multiple rows. The selected cell is highlighted yellow, and the yellow Highlighted row beneath the report shows the sum of selected metrics. 2. Drag and drop the selection into the Selected Groups panel, or in the Highlighted row, click Add as Group. All of the count metric cells you highlighted are added to the selection as a single group. 3. As desired, repeat the previous steps to add more groups to the selection. Multiple groups added to the Selected Groups panel are logically OR-ed together. Chapter 9. Archiving, emailing, and exporting reports 133 Note: While a group selection can consist of different dimensions, it cannot consist of different metrics (for example views and visits). To modify a group selection Prior to saving a group selection you can modify it as follows. To In the Selected Groups Panel View the report from which any single group in a group was selected Right-click the group and select View Group Report Remove a single group from a selection Right-click the group and select Delete. Remove all groups from a selection You cannot undo a group removal. Click the Clear icon ( ). All selections are permanently removed from the group. Change the name of a group, Click on its name and edit the displayed text Calculate the number of unique members in a group selection Use Notes By default, the name of a group is the sum of its members and the name of its metric. Click the Actual Count icon ( The Estimated Count displayed in the Selected ) Groups panel gives the total visitors across all groups in a selection. Because of the potential overlap between members in different groups, this may not accurately reflect the number of unique members in a selection. Use Actual Count to calculate the number of unique members. View the selection criteria for Right-click the group and a group select View Filter Groups You can view a bulleted list of the dimension criteria from which a group's members were selected. To save a group selection When you have selected all the desired metrics for a group, you can save and download the group as a comma separated values file. ). 1. In the Group Selection panel, click the Export icon ( You can also export a group by selecting the desired metric in a report, right-clicking, and selecting Export. The Save Selection dialog box opens. 2. Click the download selection link. 134 IBM Unica NetInsight: Administrator's Guide To use a group selection in Campaign To use group selections in Campaign, you must map the UNI_Selection and UNI_Selection_SQL tables in the NetInsight system database. For instructions, see the Campaign Administrator's Guide. You can then use the group selections you made in NetInsight as the input to a Select process in a Campaign flowchart. The instructions below assume that you are editing a flowchart in Campaign. 1. Add a Select process to the flowchart as the top-level and open it. The Select Process Configuration window opens. The Input drop-down list has NetInsight Selection as an option: Note: This option only appears if the Select process is a top-level process; it cannot have an input cell from a previous process. 2. Select NetInsight Selection. The NetInsight Selections window opens, listing the selections you have saved in NetInsight. You can sort any column by clicking on the column header. To view all selections, including those made by other users, check Show selections from all users. 3. Select the row for the selection you want and click OK. The selection is listed in the Input drop-down list. Note: When you use an NetInsight selection as input, you cannot refine the selection by adding additional SQL statements. You can, however, use a Select or Segment process following the top-level Select process. For example, you can configure the Segment process to segment the input IDs by query, to treat segments of the NetInsight selection differently . 4. Complete the flowchart as required. For more information about using flowcharts, see the Campaign User's Guide. Chapter 9. Archiving, emailing, and exporting reports 135 136 IBM Unica NetInsight: Administrator's Guide Chapter 10. Analyzing content By default, NetInsight analyzes content by page. However, sometimes you may want to analyze content by groups of pages. The Content options enable you to group content in various ways so NetInsight can analyze the groups. The Content options also gather information needed to analyze your content (such as the directory index you use if it is not one NetInsight checks by default). If you earn money from banner ads on your site, you can track the traffic through the ads to show clients why they should advertise with you. About analyzing banner ads You can use NetInsight to track the traffic through banner ads on your Web site, which can be useful when persuading clients to advertise on your site. To prepare NetInsight to analyze banner ads you must: 1. Move ntadtrack.cgi or ntadtrack.exe to a CGI or scripts directory. 2. Redirect all of the banner ads that you would like to track through ntadtrack.cgi. 3. Configure the banner ad options. About moving ntadtrack.cgi or ntadtrack.exe to a CGI-accessible directory When you install NetInsight, a custom redirect program called ntadtrack.cgi (UNIX) or ntadtrack.exe (Windows) is placed in the NetInsightprogram directory. (The default location for the NetInsight program directory is /usr/local/ NetInsight for UNIX and C:\Program Files\NetInsight for Windows.) You need to copy the program from the NetInsight program directory into a CGI or scripts directory on your Web site (for example, /usr/local/apache/cgi-bin for UNIX or C:\Inetpub\scripts\ for Windows). Be sure to remember the directory to which you copied ntadtrack, as you will need to enter this directory later. Note: If the Web server whose log files you are analyzing is on a different platform than the computer on which you have NetInsight installed, you will need to contact technical support to get the correct version of ntadtrack.cgi or ntadtrack.exe for your Web server's platform. To redirect all banner ads You need to redirect all the banner ads through the custom redirect program ntadtrack.cgi (UNIX) or ntadtrack.exe (Windows). The redirect program writes information to the log file that enables NetInsight to identify banner ad entries in the log file data. 1. Open the HTML document that contains the banner ad. © IBM Corporation 1996, 2011 137 2. Edit the HREF statement that contains the banner ad so that ntadtrack.cgi or ntadtrack.exe is the target of the link and the page visitors will go to when they click the banner ad is the query string. In the example above, the URL located immediately after the question mark is the URL to which users will go when they click the banner ad. This must be the exact URL. For example, if users will go to http://www.unica.com/ index.html, enter that full path, not just http://www.unica.com. Note this URL, as you will need to enter it later. For example, <a href="/cgi-bin/ntadtrack.cgi?http://www.unica.com/products/"> <img src="/ads/NetInsight.gif"></a> To configure banner ad options You need to configure the banner ad options to tell NetInsight the location of ntadtrack and which banner ads to track. 1. View the profile in which you want to track the banner ads. 2. Click the Options tab. 3. In the Options panel, select Content > Banner Ads. 4. In the Full path of ntadtrack box, enter the path to ntadtrack.cgi (UNIX) or ntadtrack.exe (Windows). This is the path from the document root of your Web site, not the path to the file on the computer on which NetInsight is installed. For example, if ntadtrack.cgi is located in /usr/local/apache/cgi-bin/ but on your Web site it is accessible as http://yourdomain.com/cgi-bin/ ntadtrack.cgi, you should enter /cgibin/ntadtrack.cgi. In Windows, if ntadtrack.exe is located in C:\Inetpub\scripts\ but on your Web site this directory is accessible as http://yourdomain.com/scripts/ntadtrack.exe, you should enter /scripts/ntadtrack.exe. Note: If the log files come from servers clustered for multiple sites, enter the full URL (for example, http://yourdomain.com/scripts/ntlinktrack.exe). Note: If you are using Windows with IIS, you need to allow the anonymous Web user Read and Execute permission through NTFS for the directory containing ntadtrack and for the file itself and Execute permission for Scripts and Executables through the IIS management console. 5. Click Save Options and then click Continue. 6. Click Add. 7. In the Name of banner ad box, enter the name you want to use for the ad in the NetInsight reports. 8. In the Full path of graphic box, enter the path to the banner ad graphic. This will be the path from the document root of your Web site, not the full path on the system you are using. This will be the same path used for the image file in the HTML document. For example, if the HTML document contains: img src="/ads/NetInsight.gif" you would enter: /ads/NetInsight.gif 9. In the URL to link to box, enter the destination that users will go to when they click the ad. 138 IBM Unica NetInsight: Administrator's Guide <a href="/cgi-bin/ntadtrack.cgi?http:// www.unica.com/products/"> you would enter: http://www.unica.com/products/ 10. Click Save Options. Your banner ad statistics will be tracked for all new data you import from now on. 11. If this is what you want or if you have other banner ads to enter at this time, click Continue. If you happen to have already imported data that contains banner ads that have been redirected through ntadtrack, you can analyze banner ad statistics in data you have already imported by deleting all the data in your profile and reimporting your log files. Note: If you do not still have all the log files you have imported into this profile, you will lose data permanently by choosing this option. To delete your profile data, click Delete Profile Data. Analyzing content groups NetInsight lets you track the popularity of different types of content on your Web site. For example, you could track how many visitors are viewing information on particular products. To track different types of content, you need to divide the files that contain the content for your Web site into content groups. The content group statistics appear on the Content Summary. To create a content group 1. View the profile in which you want to create the content group. 2. Click the Options tab. 3. In the Options panel, select Content > Content Groups. 4. Click Add. 5. Enter a name for the content group, click Save Options and then click Continue. 6. Select the content group and click Pages. 7. Click Add. 8. Enter a filter that describes the files you want to include in this content group. 9. Click Add. Your content group statistics will be tracked for all new data you import from now on. 10. If this is what you want or if you have additional filters or content groups to enter at this time, click Continue. If you want to analyze this content group in data you have already imported, you will need to delete all the data in your profile and reimport your log files. Note: If you do not still have all the log files you have imported into this profile, you will lose data permanently by choosing this option. To delete your profile data, click Delete Profile Data. 11. To add another filter to this content group, click Add. To return to the list of content groups, click Back to Content Groups. Chapter 10. Analyzing content 139 About determining the content group for files that fit multiple groups A file can only belong to one content group. If you have a file that meets the criteria for more than one group, NetInsight will include the file in the first content group to which it can belong. You can use the Move Up and Move Down buttons to change the order of the content groups in the Content groups to be analyzed list. About specifying directory indexes When a visitor enters into a Web browser a URL that does not end in a page (for example, www.unica.com/, the Web server that delivers the pages on that Web site knows to display the index page (the default page) for that directory (for example, www.unica.com/index.html). The page the Web server appends to the URL is the directory index (in this case, index.html). Even though the content that the visitor sees is the same for www.unica.com/ and www.unica.com/index.html, the two requests are logged differently in the Web server log files. NetInsight attempts to combine the statistics for both ways of accessing the page. When NetInsight encounters a log file entry for a request whose page matches an entry in its list of directory indexes, NetInsight deletes the file name from the request. By default, NetInsight uses /index.html, /default.asp, and /default.htm as directory indexes. If your Web site uses a directory index (for example, /index.asp) that NetInsight does not try by default, you should specify it in NetInsight. Otherwise, requests that end in a directory and requests for the directory index will be two separate entries in your NetInsight reports. If you use /index.html, /default.asp, or /default.html as page names for pages that are not directory indexes, you should delete that page from NetInsight's list of indexes. Likewise, if you want to see the file name of the directory index as part of the page entry in NetInsight, delete the directory index from the list. To add a directory index 1. View the profile in which you want to add a directory index. 2. Click the Options tab. 3. In the Options panel, select Content > Directory Indexes. 4. Click Add. 5. Enter the directory index (file name) in the text box and click Add. The new directory index will be used in new data you import. 6. If this is what you want or if you have more directory indexes to add at this time, click Continue. If you want the new directory index to be used in log data you have already imported, you will need to delete all the data in your profile and reimport your log files. Note: If you do not still have all the log files you have imported into this profile, you will lose data permanently by choosing this option. To delete your profile data, click Delete Profile Data. 140 IBM Unica NetInsight: Administrator's Guide About analyzing links NetInsight enables you to track how many times visitors are using your Web site’s links to other Web sites. The link statistics appear on the Link Summary. You can analyze links using a redirect program or using page tags. About analyzing links using a redirect program Several steps are involved in preparing NetInsight to analyze links using a redirect program: 1. Moving ntlinktrack.cgi (UNIX) or ntlinktrack.exe (Windows) to a CGI or scripts directory. 2. Redirecting all of the links you would like to track through ntlinktrack.cgi or ntlinktrack.exe. 3. Configuring the link options, which include the path to ntlinktrack.cgi or ntlinktrack.exe and the maximum number of characters to be displayed for a link. 4. Enabling the Link Summary. About moving ntlinktrack to a CGI-accessible directory When you install NetInsight, a custom redirect program called ntlinktrack.cgi (UNIX) or ntlinktrack.exe (Windows) is placed in the NetInsight program directory. (The default location for the NetInsight program directory is /usr/local/NetInsight for UNIX and C:\Program Files\NetInsight for Windows.) Copy the program from the NetInsight program directory into a CGI or scripts directory on your site (for example, /usr/local/apache/cgi-bin for UNIX or C:\Inetpub\scripts\ for Windows). Be sure to remember the directory to which you copied ntlinktrack, as you will need to enter this directory later. Note: If the Web server whose log files you are analyzing is on a different platform than the computer on which you have NetInsight installed, you will need to contact technical support to get the correct version of ntlinktrack.cgi or ntlinktrack.exe for your Web server’s platform. To redirect all external links You will need to redirect the external links through the custom redirect program ntlinktrack.cgi (UNIX) or ntlinktrack.exe (Windows). The redirect program writes information to the log file that enables NetInsight to identify external link entries in the log file data. 1. Open the HTML document that contains the link. 2. Edit the HREF statement that contains the link so that ntlinktrack.cgi or ntlinktrack.exe is the target of the link and the page that visitors will go to is the query string. For example, <a href="/cgibin/ ntlinktrack.cgi?http://www.unica.com/products/NetInsight"> NetInsight Home Page</a> Chapter 10. Analyzing content 141 About analyzing links using page tags To analyze links using page tag you must: 1. Configure your web site to tag links to external sites. Install and configure the page tag and page tag script. Then tag each link you want to track using the ntptLinkTag function. To mark a link as external, pass the name-value pair lk=1 in the page tag. For more information, see the NetInsight Administrator's Guide. 2. Configure the profile to use page tags, either in place of or to augment web server log files. 3. Configure the link options. (optional) 4. Enable the Link Summary report. The Link Summary report does not appear by default in the report list. To have it appear, you must first make the link dimension reportable and then update the profile. About enabling the link summary By default, the Link Summary does not appear in the list of reports. You need to enable the Link Summary by making the link dimension reportable. After the profile is updated, view the Link Summary to see your link statistics. To configure link options The link options tell NetInsight where to find ntlinktrack.cgi or ntlinktrack.exe and set the maximum display length for links. 1. 2. 3. 4. View the profile in which you want to track links. Click the Options tab. In the Options panel, select Content > Links. Enter the path to ntlinktrack.cgi (UNIX) or ntlinktrack.exe (Windows). This is the path from the document root of your Web site, not the path to the file on the computer on which NetInsight is installed. For example, in a UNIX environment, if ntlinktrack.cgi is located in /usr/local/apache/cgi-bin/ but on your Web site it is accessible as http://yourdomain.com/cgi-bin/ntlinktrack.cgi, you should enter /cgi-bin/ntlinktrack.cgi. In Windows, if ntlinktrack.exe is located in C:\Inetpub\scripts\ but on your Web site it is accessible as http://yourdomain.com/scripts/ntlinktrack.exe, you should enter /scripts/ntlinktrack.exe. Note: If the log files come from servers clustered for multiple sites, enter the full URL (for example, http://yourdomain.com/scripts/ntlinktrack.exe). Note: If you are using Windows with IIS, you need to allow the anonymous Web user Read and Execute permission through NTFS for the directory containing ntlinktrack.exe and for the file itself and Execute permission for Scripts and Executables through the IIS management console. 5. In the Link display length list, select the maximum number of characters to be displayed for a link on the Link Summary. You can select a number from 10 to 100, or you can select Unlimited. 6. Click Save Options. Your link statistics will be tracked for all new data you import from now on. 142 IBM Unica NetInsight: Administrator's Guide 7. If this is what you want, click Continue. If you happen to have already imported data that contains link entries that have been redirected through ntlinktrack, you can analyze link statistics in data you have already imported by deleting all the data in your profile and reimporting your log files. Note: If you do not still have all the log files you have imported into this profile, you will lose data permanently by choosing this option. To delete your profile data, click Delete Profile Data. About analyzing local keywords NetInsight enables you to track which local keywords visitors are using on your Web site. A local keyword is a word visitors use in the search engine located on your Web site to search for content on your Web site. Analyzing which local keywords visitors are using can help you figure out what content users are trying to find on your Web site. The local keyword statistics appear on the Local Keyword Summary. To configure local keyword options Before you can track local keywords, you need to tell NetInsight the name of the parameter that contains the keywords and which pages or scripts NetInsight should check for the parameter. 1. View the profile in which you want to track local keywords. 2. Click the Options tab. 3. In the Options panel, select Content > Keywords. 4. In the Local keyword parameter box, enter the name of the parameter that contains the local search engine keywords. If you leave this box empty, NetInsight uses the parameters defined for the (Auto detect) rule in the Keywords option. 5. Click Save Options and then click Continue. 6. Click Add. 7. Enter a filter that describes a page or script you want NetInsight to search for local keywords. 8. Click Add. The local keywords from this page or script will be tracked for all new log file data you import from now on. 9. If this is what you want or if you have other pages or scripts to enter at this time, click Continue. If you want to analyze local keywords from this page or script in data you have already imported, you will need to delete all the data in your profile and reimport your log files. Note: If you do not still have all the log files you have imported into this profile, you will lose data permanently by choosing this option. To delete your profile data, click Delete Profile Data. Chapter 10. Analyzing content 143 To include specific redirection scripts in the reports By default, NetInsight excludes all hits resulting in an HTTP redirection status code (codes 301 and 302). In some cases you may wish to include in the reports certain pages or scripts that return a redirection code. View the profile in which you want to include redirection scripts. Click the Options tab. In the Options panel, select Content > Redirection Scripts. Click Add. Enter a filter that describes the script you want to include and click Add. The statistics for this script will be included in all new log file data you import from now on. 6. If this is what you want or if you have additional scripts to enter at this time, click Continue. If you want to include this script in data you have already imported, you will need to delete all the data in your profile and re-import your log files. 1. 2. 3. 4. 5. Note: If you do not still have all the log files you have imported into this profile, you will lose data permanently by choosing this option. To delete your profile data, click Delete Profile Data. 144 IBM Unica NetInsight: Administrator's Guide Chapter 11. Analyzing dynamic content Data conduits enable you to pull data from external databases into NetInsight reports. For example, using a data conduit you can directly view each visitor's name, company, address, phone number, and the names of the products he or she viewed in NetInsight reports. You can also create data conduits to work with your external databases. (See the data conduit documentation that matches your database type for more information.) NetInsight supports data conduits that work with the following database types: v MySQL v Oracle v PostgreSQL v DB2 v Any ODBC data source Once the data conduit is installed and configured, you need to configure NetInsight to use the data conduit. Conduit tasks Data conduits can perform a variety of tasks. When you configure NetInsight to use the data conduit, you must specify which tasks the data conduit performs. The available data conduit tasks are: v Clip Lookup (for media profiles) Replaces each clip file name that appears on reports with clip data (such as an artist's name) retrieved from an external database. v Clip Rewrite (for media profiles) Retrieves clip data (such as an artist's name) from an external database and replaces the clip file name stored in the NetInsight database with the data retrieved from the external database. The clip data stored in the NetInsight database appears on the reports. v Cookie Lookup Replaces each visitor's unique cookie ID on reports with data (such as the visitor's name and phone number) retrieved from an external database. v Department Lookup Determines department groupings using an external database (such as a corporate directory). The value that NetInsight provides to the data conduit is determined by the value selected for the Department defined primarily by option in the profile options. v Retrieves file data (such as a version number) from an external database, and replaces the file name stored in the NetInsight database with the data retrieved from the external database. The file data stored in the NetInsight database appears on the reports. v Host Lookup Replaces each host name on reports with host data retrieved from an external database. v Page Rewrite © Copyright IBM Corp. 1996, 2011 145 Retrieves the titles of pages from an external database, and replaces the directory paths and file names stored in the NetInsight database with the titles retrieved from the external database. The titles stored in the NetInsight database appear on the reports. v Page Title Lookup Replaces the directory paths and file names of the pages on reports with the titles of pages retrieved from an external database. v Page Value Rewrite (parameter name) Retrieves parameter value data (such as product names from an online catalog) from an external database, and replaces the parameter values stored in the NetInsight database with the data retrieved from the external database. The data stored in the NetInsight database appears on the reports. v Product Lookup Replaces product SKUs on reports with product names retrieved from an external database. v Product Rewrite Retrieves product names from an external database, and replaces the product SKUs stored in the NetInsight database with the names retrieved from the external database. The names stored in the NetInsight database appear on the reports. v User Lookup Replaces user names on reports with user data retrieved from an external database. v Visitor Lookup Replaces visitor names on reports with visitor data retrieved from an external database. To configure NetInsight to use a data conduit The data conduits you want NetInsight to use must be configured and installed before you can configure NetInsight to use them. You need to know the full path of the .dll or .so file for the conduit and the full path to the configuration file for the conduit. You need to enter these paths when configuring NetInsight to use the data conduit. If you are using a parameter conduit task, you must define the parameter in NetInsight before you can configure NetInsight to use the data conduit. 1. View the profile in which you want to use the data conduit. 2. Click the Options tab. 3. In the Options panel, select Dynamic Content > Data Conduits. 4. Click Add. 5. In the Name of data conduit box, enter the name you want to use for the data conduit in the list of data conduits. 6. In the Full path to conduit box, enter the full path (including the file name) to the .dll (Windows) or .so (UNIX) file for the conduit. 7. In the Full path to conduit config box, enter the full path (including the file name) to the configuration file for the conduit. 8. In the Conduit tasks box, select the tasks for which you are using this data conduit. 146 IBM Unica NetInsight: Administrator's Guide To select multiple adjacent tasks, select the first task and then hold down the Shift key while clicking the last task. To select multiple nonadjacent tasks, click the first task and then hold down the Ctrl key while clicking the other tasks. 9. When all the tasks you want are selected, click Save Options. 10. Do one of the following: a. If you have other data conduits you want to specify at this time, click Continue. b. If the new data conduit performs only lookup tasks, click Continue. c. If the data conduit task affects the NetInsight database and you only want NetInsight to use the conduit on new data you import from now on, click Continue. d. If the data conduit task affects the NetInsight database and you want to pull data from an external database for data you have already imported, you need to delete all the data in your profile and reimport your log files. (Note: If you do not have all the log files you have imported into this profile, you lose data permanently by choosing this option.) To delete your profile data, click Delete Profile Data. NetInsight begins using the data conduit as soon as the profile is updated. Note: If you are configuring a Page Title Lookup conduit, you must also configure the profile to resolve page titles. About dynamic pages When NetInsight analyzes which pages on your Web site were viewed, by default it looks only at the page portion of the request. This method works well for static Web pages. However, for dynamically generated pages it is necessary to look at the query string to identify the content that was viewed. If you specify which pages are dynamically generated, NetInsight looks at both the page and the query string when analyzing requests for these pages. You can also include a static Web page in the list of dynamic pages to cause NetInsight to keep the query string and the page together. To add dynamic pages 1. View the profile in which you want to add dynamic pages. 2. Click the Options tab. 3. In the Options panel, select Dynamic Content > Dynamic Pages. 4. Click Add. 5. Enter a filter that describes the pages for which the query string should not be separated from the pages and click Add. When you import data into NetInsight from now on, query strings will be retained for these pages. 6. If this is what you want or if you have additional pages to enter at this time, click Continue. If you want to retain query strings for pages in the data you have already imported, you need to delete all the data in your profile and reimport your log files. Chapter 11. Analyzing dynamic content 147 Note: If you do not still have all the log files you have imported into this profile, you will lose data permanently by choosing this option. To delete your profile data, click Delete Profile Data. To delete a dynamic page 1. 2. 3. 4. View the profile in which you want to delete a dynamic page. Click the Options tab. In the Options panel, select Dynamic Content > Dynamic Pages. Select the filter that describes the page you want to delete from the list of dynamic pages and click Delete. To edit a dynamic page filter 1. View the profile in which you want to edit a dynamic page filter. 2. Click the Options tab. 3. In the Options panel, select Dynamic Content > Dynamic Pages. 4. Select the filter you want to edit and click Edit. Analyzing events An event is any action on your Web site other than loading a page. Events include, but are not limited to, the following: v Changing a field on a form v Selecting an option in a drop-down list box v Submitting a form Events are plentiful in Rich Internet Applications (RIAs) such as Flash or AJAX presentations. Configuring NetInsight to track events Before you can analyze events in NetInsight, you must first tag the events on your site using IBM page tags and configure the NetInsight profile to analyze page tags. See the NetInsight Administrator's Guide for details on tagging pages. Any page tag request that contains the optional name-value pair ev=value will be considered an event by NetInsight and will appear in the Event Summary. To define an event title By default, an event will be listed in a report using the value for the ev field that appears in the page tag request. Statistics for all events with the same value will appear in the same row of the report. You can specify a more user-friendly title for an event that will display in the reports instead of the request value. 1. View the profile in which you want to analyze events. Click the Options tab. In the Options panel, select Dynamic Content > Events. Click Add. In the Value of event field box, enter the value used for the ev field in the page tag requests for this event. 6. In the Title of event box, enter the text you want to appear in the report instead of the event field value. 2. 3. 4. 5. 148 IBM Unica NetInsight: Administrator's Guide 7. Check the Create filtered metric check box if you want NetInsight to create a filtered metric based on this event. 8. Click Save Options and then click Continue. NetInsight will begin using the new event titles the next time reports are generated. To edit an event title 1. 2. 3. 4. View the profile that contains the event title you want to edit. Click the Options tab. In the Options panel, select Dynamic Content > Events. Select the event title and click Edit. To delete an event title When you delete the event title for an event, NetInsight will use the event field value in reports. Filtered metrics based on events cannot be deleted from the Events option pages. You must delete the custom metrics from the Custom Metrics option pages. 1. View the profile that contains the event whose title you want to delete. 2. Click the Options tab. 3. In the Options panel, select Dynamic Content > Events. 4. Select the event title you want to delete and click Delete. About parameters A parameter is an item of information that is passed to a server by a user or another program. One example of a parameter is the visitor identifier in a cookie. Another example of a parameter is a product name that is passed in a query string to dynamically generate a page in a catalog. NetInsight enables you to track the values that are being passed in v query strings v cookies v pages v page tags v v v v files clips referrers any field in a log file You can configure the parameter to track multiple values. You can also combine previously defined parameters of different types (such as page and query string) into a meta parameter. Parameter value statistics appear in a Parameter Summary. You create separate Parameter Summaries for each parameter whose values you want to track. Chapter 11. Analyzing dynamic content 149 Associating parameters with views, visits, or events When you define a parameter in NetInsight, you indicate whether a separate parameter value will be passed for every view or event, or whether a single value will be used for the entire visit. Note: If you want to use the parameter to determine sessionization or as a source parameter for a meta parameter, associate it with a view. You cannot use event or visit parameters for sessionization or as sources for meta parameters. About storing the parameter values For each parameter you define, you can choose whether or not to store the parsed parameter values in the NetInsight database. If you do not store the parameter values: v NetInsight does not automatically create a Parameter Summary for this parameter. v The parameter is not available for use as a filter for a report. v The parameter is not available as an option if you choose to use the value of a parameter to determine sessionization. About parameter order By default, parameters are listed in the order in which they were created. The order shown on the Parameter options page is the same order that is used in parameter lists and in breakdowns on which the parameters appear. You change the order using the Move Up and Move Down buttons. About parameter value casing You can specify how you want NetInsightto treat the case of parameter values. Values can remain as they are parsed from the log file (mixed-case) or converted to uppercase or lowercase. Use the uppercase or lowercase option to prevent duplicate entries from being stored in the database. The uppercase and lowercase options apply the operation to the parameter value when it is parsed from the log file before any other manipulation, such as import filters or search-and-replace rules, are applied. When you choose a casing option, it is applied only to new data; any data that is already stored in the database is not affected. About parameter types When you define a parameter in NetInsight, you select a parameter type based on the field in the log file in which the parameter appears. Query string parameters Query string parameters are parameters in: v the query string field in the log file v the query string portion of the lc parameter in a page tag request The query string is everything after and including the question mark (?) in a URL. For example, if you had the following URL (all one line) 150 IBM Unica NetInsight: Administrator's Guide http://www.yoursite.com/catalog/products/show.cgi?product=product_name the query string field would contain ?product=product_name and you could track the product_name values. Note: If you want to track parameters in query strings, make sure your server is logging the query strings. Use GET requests, not POST requests, when executing your scripts. Cookie parameters Cookie parameters are parameters in the cookie field in the log file. For example, if you set cookies in the form name=xxxx;age=yy where xxxx is the user's login to your site and yy is the user's age in years, you could track the values passed to the name parameter, the age parameter, or both. Note: You can parse parameters from cookies that contain multiple name/value pairs separated by ampersands (for example, YourID=First=John&Last=Doe &Number=123). You can set up a cookie parameter for just one of the cookie fragments (for example, just the ID number). Follow the steps for creating a regular cookie parameter, with one change. In the Parameter text box, enter the name of the cookie, an equal sign, and the name of the cookie fragment (for example, YourID=Number). Field parameters Field parameters are parameters in an arbitrary field in the log file. Use a field parameter to parse a parameter in a field for which there is not a designated parameter type. You can parse parameters from any field in a log file as long as the log file is in one of the following formats: v Netscape Flexible v W3C v Any format defined in the Custom Log Formats section of the administrative options. Note: You can describe NCSA log files with a custom log format in order to parse parameters from a field. For example, if you had a Netscape Flexible log file (in which each cookie has its own field) that contained the cookie field “%Req->vars.cookie%”, you could parse the cookie and have NetInsightsessionize based on that parameter. The value of parameters parsed from arbitrary fields is the entire value of the given field. If you want to manipulate the value, use the URL Search and Replace feature. Note: The field must appear in either the log file's format header or the custom log format specification. If it does not, NetInsightcan not parse or store the parameter values. Chapter 11. Analyzing dynamic content 151 Page parameters Page parameters are parameters in v the URLs of Web pages v the page portion of the lc parameter in page tag requests. For example, if the URLs of your catalog of items are in the format /catalog/item_name.html you could track the values passed to item_name. Clip parameters are parameters associated with clips that visitors download from your streaming media server. For example, if the URLs of your catalog of clips are in the format /catalog/artist_name.rm you could track the values passed to artist_name. Note: You need to use a regular expression to define a page parameter. Instead of entering the name of the log file field from which the parameter should be parsed, you use the regular expression to describe the parameter in the page. The section of the parameter in parentheses will be retained by NetInsight and used as the parameter value. Page tag parameters Page tag parameters are parameters in data that is passed by the IBM Unica page tag script. For example, if the NTPT_FLDS.jv (browser’s Java support) field in the ntpagetag.js file is set to true (to include the jv field in the initial page tag), you could track the values parsed from the jv field. (For details about configuring page tag fields, refer to the NetInsight Administrator's Guide.) Use a page tag parameter to parse a parameter in the page tag for which there is not a designated parameter type. For example, if you place a tag on page /mydynamicpage?MyParameter=product, the record of a view of this page will look similar to the following (all one line): lc=http%3A//localhost/pt/sample1.html%3F MyParameter%3Dsomething&rs=1024x768&cd=32& ln=en...&jv=1 To track MyParameter values, configure MyParameter as a query string parameter because MyParameter is part of the query string portion of the lc field. However, to track values for the jv parameter, configure jv as a page tag parameter. Referrer parameters Referrer parameters are parameters in either of the following: v referrer field in the log file v rf portion of the page tag request For example, if you had a referrer URL like this: http://www.google.com/search?hl=en&ie=UTF-8&q=access+log+analyzer&btnG=Google+Search You could track the value of the ie parameter to find out the character set of the search string. 152 IBM Unica NetInsight: Administrator's Guide Note: To track a parameter that appears in the referrer URL, you will need to use a regular expression. Instead of entering the name of the log file field from which the parameter should be parsed, you use the regular expression to describe the parameter in the referrer. The section of the parameter in parentheses will be retained by NetInsightand used as the parameter value. Meta parameters Meta parameters are parameters whose value is the value of the first parameter in an ordered group of parameters that has a value for an individual view. You can use this type of parameter to combine previously defined parameters of different types (such as page and query string) into a single parameter based on the availability of the parameters in the group. One use for this type of parameter is sessionization by the session ID used by Java application servers, which store the session ID value in the cookie when possible but otherwise store it in the page itself. You define a meta parameter by specifying a comma-delimited list of the names of other, previously defined parameters from which the value of the meta parameter will be taken. Note: Only parameters associated with views can be source parameters for a meta parameter. Parameters associated with events or visits can not be used. To define a parameter If you are creating a meta parameter, you must first create all the parameters that you want to be part of the meta parameter. 1. View the profile in which you want to track parameters. 2. Click the Options tab. 3. In the Options panel, select Dynamic Content > Parameters. 4. Click Add. 5. In the Name box, enter the name you want to use for this parameter in the Parameter Summary. Use only alphanumeric characters. Do not use any spaces. 6. In the Type of parameter list, select the parameter type. 7. In the Parameter box, enter the parameter you want to track. For page and referrer parameters, you must use a regular expression to identify the parameter. For field parameters, enter the name of the field exactly as it appears in the log file's format header, excluding any field delimiters or literal formatting characters. For meta parameters, enter a comma-delimited list of the names of other, previously defined parameters from which the value of the meta parameter comes. NetInsight ignores the case of the names, any spaces before or after the commas, and any parameter that has not been previously defined in the profile options. You can not use parameters associated with visits as source parameters for a meta parameter. 8. Specify how you want to handle the case of parameter values by selecting an option from the Parameter value casing drop-down list. The options are As parsed (mixed-cased), uppercase, or lowercase. Chapter 11. Analyzing dynamic content 153 9. If you want NetInsightto parse the parameter using encoded values in URLs, uncheck the Parameter value decoding check box. 10. If you want to specify a column title for the column containing the parameter values for this parameter (for example, in the Parameter Summary), enter the title you want in the Column title box. If you do not specify a title, NetInsight uses the parameter name as the column name. 11. If you want to specify a graph title to be used when the parameter data is ranked in ascending order, enter the title you want in the Graph title (Ascending) box. If you do not specify a title, NetInsight uses the title Least Popular Parameter Values for parameter. 12. If you want to specify a graph title to be used when the parameter data is ranked in descending order, enter the title you want in the Graph title (Descending) box. If you do not specify a title, NetInsight uses the title Most Popular Parameter Values for parameter. 13. If you want to link the parameter values with other data in another database, specify a CGI script in the Parameter lookup URL box. When users click a parameter value in the Parameter Summary, the value is appended to the URL and the script is executed. 14. In the Associate parameter value with list, select with what the parameter values are associated. 15. Select the Store parsed parameter value check box if you want NetInsight to store the values in the NetInsight database. 16. Select the Allow multiple values check box If you want to track multiple values for this parameter. The default value separator is a comma. You can change the separator to a pipe, semicolon, or colon by editing the parameter after it is saved. 17. Select the Display on associated breakdown check box if you want the parameter values to appear in breakdown reports. 18. Select the Create report check box if you would like NetInsight to automatically create a Parameter Summary for this parameter the next time the profile is updated. The summary is listed under Parameter Analysis on the Reports tab. 19. Select the Create dimension check box if you would like the parameter value to be available as a dimension on the Discovery Panel and in the Custom Report Wizard. The parameter is listed under Parameter Analysis. 20. Select the Create filter check box if you would like the parameter value to be available as a filter on the Discovery Panel and in the Custom Report Wizard. The parameter is listed under Parameter Analysis. 21. In the Page Help box, enter the text that should appear in the report's page help for the column containing the parameter values for this parameter. 22. Click Save Options and then click Continue. 23. Select the parameter and click Requests. 24. Click Add. 25. Enter a filter that describes the request that NetInsight should check for this parameter. 26. Click Add. 154 IBM Unica NetInsight: Administrator's Guide The requests described by this filter will be searched for this parameter in all new data you import from now on. 27. If this is what you want or if you have additional filters to enter at this time, click Continue. If you want to search the requests described by this filter in the data you have already imported, you need to delete all the data in your profile and reimport your log files. Note: If you do not still have all the log files you have imported into this profile, you will lose data permanently by choosing this option. To delete your profile data, click Delete Profile Data. To delete a parameter 1. View the profile that contains the parameter you want to delete. 2. Click the Options tab. 3. In the Options panel, select Dynamic Content > Parameters. 4. Select the parameter you want to delete and click Delete. To edit a parameter Note: If you edit the Associate parameter value with value of a saved parameter, NetInsightwill not create the report; the Paramteter Analysis folder in the Available Reports menu will not contain a report for the parameter after the profile is updated. However, the filter for the parameter is created and listed in the Parameter Analysis folder in the Available Filters menu. You can create a new parameter or create the report using the Custom Report Wizard. 1. View the profile that contains the parameter you want to edit. 2. Click the Options tab. In the Options panel, select Dynamic Content > Parameters. Select the parameter you want to edit. To change the parameter properties, click Edit. If you configured the parameter to allow multiple values, you can change the default separator from a comma to a pipe, semicolon, or colon. To change the separator, select the separator you want from the Value separator drop-down list. 7. To change the requests that NetInsight checks for the parameter, do the following: a. Click Requests. NetInsight displays the list of filters that define the requests, pages, files or clips that NetInsight checks for the parameter. b. To delete a filter, select it and click Delete. 3. 4. 5. 6. c. To edit a filter, select it and click Edit. About replacing or deleting characters in URLs NetInsight enables you to manipulate the URLs in your log files so they will display in a more meaningful way in your NetInsight reports. You modify the URLs using the URL search and replace rules. You can specify for each rule the URLs to which it should be applied. Chapter 11. Analyzing dynamic content 155 When to change URLs in your reports Sometimes URLs contain information that needs to be deleted or changed in order for the pages to display in a meaningful way in NetInsight reports. The following are some scenarios in which you might want to replace or delete characters in URLs: v Your URLs contain session IDs that cause the same content to appear as a different page in each log file entry. v Your URLs contain product IDs, but product names would be more helpful in the report. v You need to ensure that a parameter's values have a uniform case so that the capitalized value and the lowercase value are not considered two different values. v You want to use only parts of the URL in your report. v You want to use the parts of the URL in a different order. Resolving page titles and using URL rules NetInsight applies URL search and replace rules before resolving page titles. If applying the URL search and replace rules results in pages that do not match pages on the server, page titles can not be resolved. About the search rule The search rule is a regular expression that specifies the text for which NetInsight should search in the URLs. The search rule must contain one set of parentheses that encloses the part of the URL you want to replace or delete. Note: Before NetInsight applies URL search and replace rules to a URL, it decodes any CGI-encoded elements of the URL. Because browsers display URLs in their CGI-encoded form, you should be careful about using the URL as it appears in your browser to help you write the search rule. If you want to use part of the text that matches the search rule as all or part of the replacement value (either with the same capitalization as in the search rule or in a different case), you must identify the parts of the text to reuse by enclosing them within parentheses. Note: The first set of parentheses (reading from left to right) indicates the portion of the input value to be replaced. Subsequent sets of parentheses identify re-usable portions of the text. About the replacement value The replacement value is the text that will replace all the text described by the portion of the search rule expression in the first set of parentheses. If you want to delete the text in parentheses, leave the Replacement value box empty. If you want to use part of the search rule text in the replacement value, you must v Mark the text you want to use by enclosing it in parentheses in the search rule. v Use tokens to indicate which portion of the text you want to use. %VALUEn% 156 IBM Unica NetInsight: Administrator's Guide The text enclosed by the nth set of parentheses in the search rule %LOWERn% The text enclosed by the nth set of parentheses in the search rule, converted to lowercase %UPPERn% The text enclosed by the nth set of parentheses in the search rule, converted to uppercase Parameters and search and replace rules Query string rules, page rules, and entire request rules do not affect parameters that are parsed from the query string or page. NetInsight will parse the parameter values as they appeared before these rules were applied. Rule types The rule type indicates the part of the URL that NetInsight should search. The following types are possible: v Clip For media profiles. The clip name. v Entire Request The page plus the query string. v File For FTP profiles. The file name. v Page The part of a URL that appears in the Page Summary when you do not resolve page titles. For non-clustered log files and log files that are clustered for a single site, this is everything after the domain name but before the "?" marking the beginning of parameters passed to a script. For log files clustered for multiple sites, this is everything before the "?" marking the beginning of parameters passed to a script. v Query String The part of the URL after and including the "?" marking the beginning of parameters that are passed to a script on your Web site. v Referrer Any URL that appears as a referrer for a view. v Parameter Value for (parameter name) The value of the specified parameter. v Event Event name. You can use regular expressions to replace event text; changes are shown in the Event Summary report. To replace or delete characters in the URLs in your reports 1. 2. 3. 4. View the profile in which you want to modify the URLs. Click the Options tab. In the Options panel, select Dynamic Content > URL Search and Replace. Click Add. 5. In the Description box, enter a name you want NetInsight to use to refer to the search and replace rule. Chapter 11. Analyzing dynamic content 157 6. In the Search rule box, enter the regular expression that describes the text for which NetInsight should search. Be sure to enclose the portion of the text you want replaced in parentheses. 7. In the Replacement value box, enter the text that will replace all text described by the regular expression that you entered in the Search rule box. To delete the text instead of replacing it, leave the Replacement value box empty. 8. In the Replacement scope box, select an option to indicate whether only the first occurrence or all occurrences of the search rule in the text to be searched should be replaced. a. Select All matches to have NetInsight search the text to be searched for all occurrences of text matching the search rule and replace each occurrence with the replacement value. (NetInsight will search only the original text to be searched. A replacement value that also matches the search rule will not cause NetInsight to make recursive replacements within the replacement value.) b. Select Only first match to have NetInsight find only the first occurrence of text matching the search rule in the text to be searched and replace it with the replacement value. 9. In the Type of rule box, select the option that describes the part of the URL that NetInsight should search using the regular expression. 10. Click Save Options. Note: In the next steps, you specify which requests NetInsight should attempt to match to the regular expression. If this search and replace rule is four a parameter value, NetInsight will automatically list the pages you specified to search when you created the parameter. If you have no changes to make to the list, skip to 16. 11. Click Continue. 12. Select the search and replace rule and click URLs. 13. Click Add. 14. Enter a filter that describes the requests that NetInsight should attempt to match to the regular expression you entered in the Search rule box. 15. Click Add. NetInsight will use the search and replace rule on all new data that you import from now on. 16. If this is what you want, or if you have additional filters to add at this time, click Continue. If you want the search and replace rule to be used on data you have already imported, you will need to delete all of the profile data and reimport your log files. Note: If you do not still have every log file you have imported into this profile, you will lose data by choosing this option. To delete profile data, click Delete Profile Data. To delete a search and replace rule 1. View the profile that contains the parameter you want to delete. 2. Click the Options tab. 3. In the Options panel, select Dynamic Content > Search and Replace. 4. Select the rule you want to delete and click Delete. 158 IBM Unica NetInsight: Administrator's Guide To edit a search and replace rule 1. 2. 3. 4. 5. View the profile that contains the search and replace rule you want to edit. Click the Options tab. In the Options panel, select Dynamic Content > Search and Replace. Select the rule you want to edit. To change the rule properties, click Edit. 6. To change the requests that NetInsight attempts to match to the regular expression, do the following: a. Click URLs. NetInsight displays the list of filters that define the requests that NetInsight attempts to match to the regular expression. b. To delete a filter, select it and click Delete. c. To edit a filter, select it and click Edit. Examples Example 1: Deleting Session IDs If the URLs on your site consistently have a session ID embedded in them, you can use a URL search and replace rule to delete the session IDs. If the session ID is the last part of the URL, the URLs might have the following format: /directory_one/page_name.html-sessionid To delete the session ID, enter the following regular expression in the Search rule box: \.html(-.*)$ Note: The part of the URL that is described by the part of the regular expression in parentheses is the part that will be replaced. Leave the Replacement value box blank and select Page as the rule type. Because this session ID appears on every page of your site, when you are creating the filter for the pages that NetInsight should attempt to match the regular expression against, enter the following: That contains / You will then need to create a second search and replace rule, identical to the first except with Referrer as the rule type. (Without this second rule, the session IDs will continue to appear in Referrer Breakdowns.) Example 2: Replacing a Product ID with a Product Name If your URLs have product ID numbers in them, you can replace the product ID with a product name to make the URLs easier to read in the NetInsight reports. For example, if the product ID was the last part of the URL, the URLs would have the following format: /directory_one/specific_product_ID.html If the product ID for a bicycle is 7654, the URL for the bicycle page would be as follows: /directory_one/7654.html Chapter 11. Analyzing dynamic content 159 To replace the product ID with the word bicycle, you would enter the following regular expression in the Search rule box: /.*/(7654)\.html You would enter bicycle in the Replacement value box. Because this product ID appears only in pages that start with /directory_one, when you specify the pages that NetInsight should attempt to match the regular expression against, you would use the following filter: That starts with /directory_one/ Example 3: Ensuring Uniform Case for Parameter Values If you want the values for a parameter to always use the same case, you can use subpatterns to identify the values and translate them into a uniform case. For example, the URL has the following format (the parameter you are parsing is category): /directory_one/catalog.html?category=value If the product is shoes, one time the URL might be /directory_one/catalog.html?category=shoes and another time it might be /directory_one/catalog.html?category=Shoes To cause the “category” to show up as shoes every time (so it is counted as one category in the reports), enter the following in the Search rule box for a parameter URL search and replace rule: (.*) In the Replacement value box, enter the following: %LOWER1% Using Parts of the URL in a Different Order If you want the information in the URL to be displayed in the report in a different order, you can use subpatterns to identify the pieces you want to use in the replacement value. For example, the URL has the following format: /directory_one/catalog.html?product=value&color=value If the product is red shoes, the URL would be as follows: /directory_one/catalog.html?product=shoes&color=red To get the result product=red-shoes in the report, enter the following in the Search rule box for a query string URL search and replace rule: product=((.*)&color=(.*)) In the Replacement value box, enter the following: %VALUE3%-%VALUE2% When you specify the pages that NetInsight should attempt to match the regular expression against, use the following filter: That match /directory_one/catalog.html 160 IBM Unica NetInsight: Administrator's Guide Chapter 12. Analyzing marketing efforts NetInsight allows you to track the effectiveness of the marketing efforts that relate to your Web site. Using NetInsight you can: v Analyze the performance of various campaigns v Analyze visit cost and paid search ROI v See which sites are referring the most visitors to your site v Track which search engines and directories are indexing your site About campaigns A campaign is messaging created by a marketing department to drive traffic to your Web site. A campaign is typically run through multiple channels (banner ads, email, Internet search, print ads, etc.) and a channel may contain multiple segments (the ad variation within a channel). Optionally, a campaign can include specific entry pages on your Web site that associate a visit with that campaign. In NetInsight, campaign statistics are listed in the Entry Campaign Summary report. The following diagram shows the relationships between campaigns, channels, segments, and paid keywords in two sample static campaigns. About dynamic and static campaigns Campaigns can be defined in NetInsight as either dynamic or static. v Dynamic campaigns attribute visits based on parameter values passed in a query string. v Static campaigns attribute visits based on entry page definitions in the campaign's channel segments. About dynamic campaigns Dynamic campaigns allow you to define a campaign matching pattern only once in NetInsight, instead of having to define each campaign manually. This is especially useful with online channels whose channel and segment definitions may alter regularly over time. You create dynamic campaigns by specifying a campaign parameter identifier in NetInsight. This identifier is used to match a campaign parameter identifier in the © Copyright IBM Corp. 1996, 2011 161 URLs visitors use to access your site. At data import, NetInsight parses the parameter strings. When a match is made between a query string parameter ID and one defined in NetInsight, NetInsight examines the value of the parameter. It then attributes that visit to an existing campaign (if a value match is found) or automatically creates and assigns that visit to a new campaign (if a value match is not found). The name of each campaign in NetInsight is the value of the parameter. The channels and segments belonging to a campaign can also be defined as dynamic, thus you can use a single campaign, channel, and segment matching pattern to process all visit attributions to your campaigns. While dynamic campaigns can use parameter values alone to attribute visits, you can include entry page definitions as well if you want target specific pages only in a campaign. For example, suppose you define a dynamic campaign whose parameter identifier is nicam. Under that you define a dynamic channel whose parameter identifier is nichn. And under that you define a dynamic segment whose parameter identifier is niseg. Three unique visitors enter your site at these URLs: v http://www.mysite.com?nicam=Clearance&nichn=Email&niseg=SpecialOffer v http://www.mysite.com?nicam=Clearance&nichn=Twitter&niseg=SpecialOffer v http://www.mysite.com?nicam=SpringSale&nichn=Email&niseg=SaleAlert The first two visits will both be attributed to the Clearance campaign, different channels, but to the same SpecialOffer segment. The third visit will be attributed to the SpringSale campaign, Email channel, and SaleAlert segment. If any of these campaigns, channels, or segments do not already exist in NetInsight they will be created automatically. In NetInsight reports, in addition to comparing the traffic generated by the two campaigns, you can also compare traffic generated across campaigns by different channels (Email versus Twitter) and segments (SpecialOffer versus SaleAlert). About Static campaigns Static campaigns attribute visits based on entry page definitions in the campaign's channel segments. While less flexible than dynamic campaigns, static campaigns are useful if you are not parameterizing URLs, or if you deploy only a few campaigns whose channels and segments alter little or not at all over time. Static campaigns could be a good choice for print media, since you know the URL well in advance of the traffic coming to your site. For example, suppose you were running several magazine ads to launch a new product. The campaign segment for the first ad might look like this: Campaign Name: Extreme Widget Channel Name: Print Media Segment Name: Ad1 Entry Page: www.site.com/ExtremeWidgetAd1 Every visit whose entry page is www.site.com/ExtremeWidgetAd1 will be associated with the Ad1 segment of the Extreme Widget campaign. Which to use, dynamic or static? For most situations dynamic campaigns are superior to static. They are easier to set up, more adaptive to change, and much easier to maintain. In static campaigns, each time new channels segments are added to your marketing campaign they 162 IBM Unica NetInsight: Administrator's Guide must be manually added to NetInsight. Dynamic campaigns automate this process and require editing only if parameter identifiers themselves change. A simple deployment model would be to create a single dynamic campaign with dynamic channels and segments. If you want the ability to compare campaign-driven visits to organics visits, below the dynamic campaign you could create a single static campaign with static channels and segments and no entry pages. This static campaign would catch any and all visits not matched and attributed by the dynamic campaign. Note that as it suits your needs you can also use a hybrid of static and dynamic behavior at different levels in a campaign definition. For example, you could create a static campaign whose channels and segments are dynamic. Ordering campaigns for desired attribution A visit can be attributed to only one campaign. If a visit meets the criteria for multiple campaigns, NetInsight attributes it to the first campaign whose criteria it meets. The order of attribution is determined by the order in which campaigns are listed on the Campaign Options screen. It is important to consider the order in which you want visits attributed and then order your campaigns accordingly. As a rule of thumb, you should position campaigns with the most-specific matching criteria at the top. A static campaign with static channels and segments and no entry page definition will match all visits. If such a campaign were positioned at the top of the list no other campaigns would receive attribution. Use the up and down buttons to the right of the list to change the order of the campaigns. Note: These ordering considerations and guidelines apply to channels and segments as well. Allowing default substitutions for dynamic channels and segments When you create dynamic channels and segments, you can specify whether to allow a default value to be used if the parameter identifier specified in NetInsight is not found in the parameter string, or if a parameter value is an empty string. v If you allow the default to be used, "None" will be substituted for missing parameter identifiers and/or values. v If you do not allow the default to be used, NetInsight will search other channels and campaigns and attempt to make a parameter identifier match. If a match is made, attribution for that visit is assigned accordingly. If a match cannot be made, no visit attribution is assigned. If the parameter value is missing, no attribution is made. Choosing the case of the parameter values from dynamic campaigns When you create a dynamic campaign, you specify whether identifier parameter values should be stored as all uppercase or all lowercase letters. You define the case at the campaign level and it applies to all channels and segments that are part of that campaign. Chapter 12. Analyzing marketing efforts 163 When NetInsight groups visits into campaigns, channels, and segments based on the identifier parameter values, it looks for exact matches, including case. So choosing to store the values as all uppercase or all lowercase ensures visits are not excluded from the appropriate campaign, channel, or segment based on case alone. This is especially helpful if multiple people create the URLs associated with your marketing campaigns. Standardizing the case of values also helps users who want to filter reports or search for values in reports, since filtering and searching are both case-sensitive. If you are extending your web analytics data with external data and the campaign, channel, or segment values are the common data point, you should ensure that the external data uses the same case. Otherwise, NetInsight cannot map the external data to the web analytics data. About campaign channels A campaign channel is the content source (such as a Web site, print publication, or newsletter) through which you are running a campaign that sends visitors to your Web site. Campaign channel statistics appear on the Entry Campaign Channel Summary report. If campaign channels in separate campaigns share a name, you can analyze the combined traffic for the channels in the Entry Campaign Channel Summary report. In the Entry Campaign Channel Summary unfiltered by a campaign, there is one row per unique channel name that shows the combined traffic for all channels with that name. In the Entry Campaign Channel Summary filtered by a campaign, the row with the shared channel name shows only traffic for the channel in the specified campaign. You must specify one of the following types for each campaign channel: v Affiliate — Web site that sells the products of other Web sites, called "affiliates." v Banner ad — Advertisement in the form of a graphic image on a Web page or located in a space reserved for ads, linking to an advertiser’s Web site. v Direct mail — Marketing communications delivered directly to a prospective purchaser via a postal service or private delivery company. v Email — Email message that contains information or advertising. v Instant messaging — Service that alerts users when friends or colleagues are online, and enables them to communicate in real time through private online chat areas. v Newsletter — Printed or online report that provides news or information of interest to a special group. v Paid listing — Guarantee of a ranking in a search listing for the terms of your choice; can be placed on a site other than a search engine. v Print media — Medium that distributes printed matter, such as a newspaper, magazine, or book. v Rich media ad — Advertisement that usually includes richer graphics than a banner ad and includes audio or video within the advertisement. v Search engine (PPC/CPM) — Pay-per-click or cost per thousand views advertising (or both) on a search engine. v (Other) — A channel type not listed above. Campaign channel type statistics appear on the Entry Campaign Channel Type Summary report. 164 IBM Unica NetInsight: Administrator's Guide For search engine (PPC/CPM) channels, you can analyze the performance of the various paid keywords. Paid keyword statistics appear on the Entry Paid Keyword Summary. About campaign segments A campaign segment is the ad variation or group within each campaign channel. Campaign segment statistics appear on the Entry Campaign Segment Summary. Like campaigns and channels, segments can be dynamic or static. Optionally, segments can have one or more associated entry pages. Entry pages can be defined using the page's file name or by a query string filter. Visitors who access a site via a segment's defined entry pages will be attributed to that segment, and their visit will ultimately be attributed to the segment's campaign. While NetInsight does not require you to define entry pages, whether you should or not depends on the type of campaign you are creating and whether you want only select entry pages attributed to your campaigns. v Dynamic campaigns (with dynamic channels and segments) can attribute visits to campaigns based on parameter strings alone. Define entry pages only if you want specific points of entry attributed to your dynamic campaign. v Static campaigns (with static channels and segments) can only attribute visits based on entry page. So, while not required by NetInsight, practically speaking, static campaigns require entry page definitions if they are to accurately attribute visits to different campaigns. A static campaign with no entry pages defined will match every visit to your site. If campaign segments in separate channels share a name, you can analyze the combined traffic for the segments in the Entry Campaign Segment Summary report. In the Entry Campaign Segment Summary unfiltered by a channel, there is one row per unique segment name that shows the combined traffic for all segments with that name. In the Entry Campaign Segment Summary filtered by a channel, the row with the shared segment name shows only traffic for the segment in the specified channel. About entry pages for campaign segments For any campaign segment you can specify the URL of an entry page to your Web site. Visitors arriving on this page will be attributed to this segment. URLs for entry pages must be unique for each segment. You can achieve unique URLs in the following ways: v Create a separate entry page for each campaign segment. v Use query string parameters to create multiple unique URLs for the same entry page. Do not use your home page as the entry page unless you are using query strings to define the entry page. If you are not using query strings and you use your home page as the entry page for the campaign, all traffic to your home page appears in the campaign analysis. To figure out what percentage of the traffic to your home page resulted from your campaign, you must drill repeatedly into the Entry Campaign Summary. Query strings can contain other parameters besides the ones used to identify the campaign segment. These parameters can be analyzed in NetInsight as well. Chapter 12. Analyzing marketing efforts 165 About entry page matching rules NetInsight applies entry page matching rules defined for a campaign segment as follows: v If a question mark is not present in the value specified for the entry page rule, the entire value that is specified is compared to the entry page according to the rule definition. v If a question mark is present in the value specified for the entry page rule, the part of the rule to the left of the question mark (the page portion) is compared to the entry page according to the rule definition. If the page part of the rule matches, the part to the right of the question mark (the query string portion) is compared to the query string associated with the entry page as follows: – If the first character of the query string part of the rule is a percent sign, it will be considered to be a regular expression and will be compared to the query string part of the entry page using a that match the regular expression filter. – If the first character of the query string part of the rule is not a percent sign and the query string part of the rule contains one or more equal signs, it will be considered to be a collection of name/value pairs that NetInsight should search for in the query string associated with the entry page. The query string part of the entry page will be considered a match if each name/value pair present in the rule definition is also present in the query string. The order and case of the name/value pairs entered in the rule definition is not significant. – If the first character of the query string part of the rule is not a percent sign and the query string part of the rule does not contain an equal sign, it will be compared to the query string part of the entry page using a that match filter. Following are some examples of entry page rules and the pages that will and will not match the rule. Example 1 If the entry pages of a campaign segment are defined by the filter that contain ad? %referrer=google.*, visitors entering the Web site through the following pages would be attributed to the given campaign, channel, and segment: v /ad.cgi?referrer=google v /ad.cgi?thereferrer=google v /ad.cgi?keywords=red&referrer=google v /scripts/ad.cgi?referrer=google&keywords=red v /googlead.cgi?referrer=google-groups&keywords=red Visitors entering through these entry pages would not be attributed to the given campaign, channel, and segment: v /ad.cgi?referrer=yahoo v /referral.cgi?referrer=google Example 2 If the entry pages of a campaign are defined by the filter that match /ad.cgi?referrer=google, visitors entering the Web site through the following pages would be attributed to the given campaign, channel, and segment: v /ad.cgi?referrer=google 166 IBM Unica NetInsight: Administrator's Guide v /ad.cgi?referrer=google&keywords=red v /ad.cgi?keywords=red&referrer=google Visitors entering through these pages would not be attributed to the given campaign, channel, and segment: v /ad.cgi?referrer=google-groups v /ad.cgi?thereferrer=google Example 3 If the entry pages of a campaign are defined by the filter that end with ad.cgi?google, visitors entering the Web site through the following page would be attributed to the given campaign, channel, and segment: v /ad.cgi?google Visitors entering through these pages would not be attributed to the given campaign, channel, and segment: v /ad.cgi?google-groups v /scripts/ad.cgi?referrer=google To create a campaign in NetInsight 1. View the profile in which you want to create a campaign. 2. Click the Options tab. 3. Under Options select Marketing > Campaigns. 4. Click Add. 5. Enter a name for the campaign. In static campaigns, this is the name that will appear in reports. In dynamic campaigns, the campaign name in reports is the value returned by the campaign parameter. 6. Specify whether the campaign is static or dynamic. 7. Specify the case NetInsight should use when it stores the identifier parameter values. This option is only available for dynamic campaigns. It applies to campaign, channel, and segment identifier parameter values in this campaign. 8. Enter the parameter whose value will be used to define unique campaigns. The parameter ID is case-insensitive. This option is only available for dynamic campaigns. 9. Click Save Options > Continue. Next you must specify the channels through which you are running this campaign. To specify campaign channels If you are specifying channels for a campaign immediately after creating the campaign, begin with step 4 below. Otherwise, begin with step 1. 1. View the profile that contains the campaign for which you are defining channels. 2. Click the Options tab. 3. Under Options select Marketing > Campaigns. 4. Select the campaign and click Channels > Add. Chapter 12. Analyzing marketing efforts 167 5. Enter a name for the channel. In static channels, this is the name that will appear in reports. In dynamic channels, the channel name in reports is the value returned by the channel parameter. 6. Select the channel type that best describes the content source through which you are running this campaign. If you select: a. Search engine (PPC/CPM), enter the parameter from which paid keywords will be parsed. The parameter ID is case-insensitive. b. Other, enter a description of the channel type. 7. Specify whether this channel is static or dynamic. For dynamic channels: a. Enter the parameter whose value will be used to define channels in this campaign. The parameter ID is case-insensitive. b. Specify whether to assign a visit to the default channel "None" if the parameter identifier is not found in a parameter string. If left unchecked, NetInsight will search other campaigns and attempt to make a match for attribution. 8. Click Save Options > Continue. Next you must specify the campaign segments for this campaign channel. To specify campaign segments If you are specifying segments for a campaign channel immediately after creating the channel, begin with step 4 below. Otherwise, begin with step 1. 1. View the profile that contains the campaign for which you are defining segments. 2. Click the Options tab. Under Options select Marketing > Campaigns. Select the campaign and click Channels. Select the channel and click Segments > Add. Enter a name for the segment. In static segments, this is the name that will appear in reports. In dynamic segments, the segment name in reports is the value returned by the segment parameter. 7. Specify whether this channel is static or dynamic. For dynamic channels: a. Enter the parameter whose value will be used to define segments in this channel. The parameter ID is case-insensitive. 3. 4. 5. 6. b. Specify whether to assign a visit to the default segment "None" if the parameter identifier is not found in a parameter string. If left unchecked, NetInsight will search other channels and attempt to make a match for attribution. 8. Click Save Options > Continue. Next, you can optionally specify entry pages associated with this campaign segment. If you choose not to specify entry pages for a dynamic campaign, NetInsight will use parameter values alone to attribute visits to the campaign. Note if you choose not to specify entry pages for a static campaign, all visits will be attributed to the segment's campaign. 168 IBM Unica NetInsight: Administrator's Guide To specify entry pages If you are specifying entry pages for a campaign segment immediately after creating the segment, begin with step 6 below. Otherwise, begin with step 1. Note: Specifying an entry page is an optional step in defining a NetInsightcampaign. If you choose not to specify entry pages for a dynamic campaign, NetInsightwill use parameter values alone to attribute visits to the campaign. If you choose not to specify entry pages for a static campaign, all visits will be attributed to this the campaign. 1. View the profile that contains the campaign for which you are defining entry pages. 2. Click the Options tab. 3. Under Options select Marketing > Campaigns. 4. Select the campaign and click Channels. 5. Select the channel and click Segments. 6. Select the segment and click Entry Pages > Add. 7. Enter a filter that specifies the page(s) visitors responding to your campaign use to access your site. For example, if you are tracking a banner ad campaign, specify the page visitors go to after clicking the ad. If you are tracking a print ad campaign, specify the Web site address given in the print ad. You can also use query strings to define your campaign. 8. Click Add. Statistics for this campaign will now be tracked in all subsequently imported data. To track this campaign in data that has already been imported you must delete your profile data and re-import the log files. Note that if you no longer have all previously imported log files, deleting profile data will result in data loss. About paid search data If you bid on paid search terms at one or more search engines, you can configure NetInsight to analyze traffic driven to your site by paid search terms. This enables you to analyze activity on a search term across search engines and attribute future activity on your site to the paid search terms. There are two methods of configuring NetInsight to analyze paid search data. Method Advantages Disadvantages Use the Paid v Brings additional data into the Search Integration system module v NetInsight campaign created automatically v Added cost Manually configure campaigns in search engines and NetInsight v Less data than with the integration module v Works with smaller vendors v No added cost v May not support all the paid search vendors v Greater chance of error during manual campaign creation Chapter 12. Analyzing marketing efforts 169 To analyze paid search data without the integration module To analyze paid search data in NetInsight without the integration module, you must complete the following tasks: 1. Create a paid search campaign at one or more of the supported search engines. 2. Create one or more paid search campaigns in NetInsight. 3. Update the profile. Creating paid search campaigns to analyze in NetInsight You can make it easier to track your paid search campaigns in NetInsight by following best practices when you create the campaigns in the search engines. Every paid search campaign you create in a search engine must be associated with a campaign in your profile in order for you to analyze the data in your profiles. The NetInsight campaign must be created before the paid search data is imported into your profile. To simplify your profile configuration and ensure the campaign is always created before the data arrives, the best practice is to use one dynamic campaign in NetInsight to analyze all of your paid search campaigns. In order for your paid search campaign data to be automatically associated with the dynamic campaign, you must define the destination URL using exactly the same parameters and format for all your paid search campaigns. Paid search keyword parameter Use the same parameter for all campaigns in all search engines. As a best practice, use nipkw. Destination URL Use parameters in the query string of the destination URL to indicate the campaign, search engine, search term, and ad group. Use exactly the same parameters in all campaigns in all search engines. As a best practice, use the following parameters: Parameter Value nicam Campaign name nichn Search engine name nipkw Search term niseg Ad group name The resulting URL will look like this: http://www.unicaware.com?nicam=Copiers&nichn=Google&nipkw=search%20term&niseg= colorcopiers You can use additional query string parameters to enable NetInsight to analyze other information about your paid search campaigns. For example, this URL uses the variation parameter to track the ad variation: http://www.unicaware.com?nicam=Copiers&nichn=Google&nipkw=search%20term&niseg= colorcopiers&variation=2 170 IBM Unica NetInsight: Administrator's Guide If you use additional parameters, you must define them in NetInsight in order to analyze the data. If you must use static campaigns in NetInsight Make a note of the campaign and ad group names you use in the search engine. You must enter this exact text when creating the NetInsight campaigns. Creating a paid search campaign in NetInsight When you create a paid search campaign in NetInsight, the text you enter in certain fields must match exactly the text you entered when you created the campaigns in the search engines. If you are using a dynamic campaign, the parameters must match exactly. If you are using a static campaign, the campaign name, paid keyword parameter, segment name, and destination URL must match exactly. NetInsight campaign field Value Name of campaign Name of the search engine campaign. Campaign identifier parameter Parameter in the destination URL for the campaign name (for example, nicam). This option is available only in dynamic campaigns. Name of campaign channel Name of the search engine, (for example, Google, Yahoo, or MSN). Channel identifier parameter Parameter in the destination URL for the channel name (for example, nichn). This option is available only in dynamic campaigns. Type of channel Search engine (PPC/CPM). Paid keyword parameter Keyword parameter you specified in the search (for example, nipkw). engine Name of campaign segment Name of the ad group in the search engine. Segment identifier parameter Parameter in the destination URL for the ad group (for example, niseg). This option is available only in dynamic campaigns. Group entry pages Destination URL for the ad the in the search engine. (This is required for static campaigns and optional for dynamic campaigns.) Attributing conversion credit to campaigns NetInsight allows you to attribute credit and revenue to the marketing campaigns that contribute to conversions on your site. You can use the resulting data to analyze campaign performance and determine where to focus your marketing resources. NetInsight provides separate reports for each of three pre-defined attribution models: first click, last click, and even allocation. To attribute credit to your campaigns, you must enable the marketing attribution integration module. When this module is enabled, NetInsight stores data on conversions and campaigns for every view of a non-spider visit whenever the profile is updated. Only views that are associated with campaigns are attributed conversion credit. Chapter 12. Analyzing marketing efforts 171 You identify a conversion by tagging a page or event using the conv page tag parameter. A page tag request that contains the conv parameter is stored in the NetInsight database as a conversion. The value that you assign to the conv parameter is the conversion type. The Conversion Type is a reportable dimension available on the Discovery Panel. You can set the conv parameter to any meaningful value for reporting on the conversion types you want to track. For example: conv=purchase, conv=download, conv=register). If the page tag also contains a revenue (rtt) or product revenue (rtc) parameter, it is stored as conversion revenue or conversion product revenue, respectively. In addition, the last keyword that the visitor used in the visit where the conversion occurred is also associated with the conversion. About the attribution interval The attribution interval is a time period (expressed in days) ending with the conversion. In order for a campaign to receive credit for a conversion, it must be associated with a view that occurred during the attribution interval. When you configure the marketing attribution integration module, you specify the interval (in days) that you want attribution to be credited for a conversion. For example, if the interval is set to 14 days, the view must occur within the 14-day interval prior to the conversion to receive attribution credit for that conversion. If a view occurs within the attribution interval of multiple conversions, the associated campaign is attributed credit for all of those conversions. The attribution interval you specify applies to all campaigns in the profile. If you change this interval, the new interval setting is applied only to new data the next time the profile is updated. Marketing attribution models The marketing attribution integration module attributes conversion credit to campaigns using the following pre-defined models: v First-click attribution – This model assigns all credit to the first known referring campaign, regardless of the number of subsequent campaigns that the visitor may be exposed to leading up to the conversion. v Last-click attribution – This model assigns all credit to the last known referring campaign, regardless of the number of previous campaigns that the visitor may have been exposed to leading up to the conversion. v Even allocation – This model splits the conversion credit evenly across all campaigns that led to the conversion. Marketing attribution examples Example 1 172 IBM Unica NetInsight: Administrator's Guide The attribution interval is set to 14 days. On January 20, a visitor views a campaign-related page tagged as a conversion (last click). The campaign-related views by this visitor during the previous 14 days are considered referring campaigns. The first campaign-related view by this visitor during the attribution interval (first click) occurred on January 8. The views on Jan. 18 and 19, even though they are within the attribution interval, are not attribution events because they are not associated with campaigns. The campaign-related views on Jan. 2-4 and Jan. 27-28 do not receive credit for this conversion because they are outside of the attribution interval. Example 2 The attribution interval is set to 21 days. On January 28, a visitor views a page that is tagged as a conversion but not associated with a campaign. Because this view is not associated with a campaign, the previous campaign-related view by this visitor, occurring on January 27, is credited as the last click for the conversion. The first campaign-related view by this visitor during the attribution interval (first click) occurred on January 9. The campaign-related views on Jan. 2-4 do not receive credit for this conversion because they are outside of the attribution interval. For any conversion, there may be many views of a single campaign within the attribution interval. In the even allocation model, these referring campaigns will receive more attribution credit than other campaigns that are associated with fewer views. Prerequisites for marketing attribution Before NetInsight can attribute conversion credit to your marketing campaigns, you must complete the following tasks: 1. Deploy basic page tagging on your NetInsight system. 2. Use the conv page tag parameter to define conversion events. 3. Configure the campaigns. After the campaigns are configured, the marketing attribution module must be enabled on your NetInsight system and the attribution interval must be set. The default interval is 14 days. Marketing attribution reports Marketing attribution statistics appear in the following reports. The three Visitor Summary reports are available from the Custom Report Wizard; the reports prefixed with "Marketing Channel" are in the Marketing Analysis folder: v Even Attribution Visitor Summary v First Click Visitor Summary v Last Click Visitor Summary Chapter 12. Analyzing marketing efforts 173 v v v v Marketing Marketing Marketing Marketing Channel Attribution Revenues Channel Even Allocation Attribution Channel First Click Attribution Channel Last Click Attribution In addition to the attribution reports, the following reports contain campaign, keyword, or referrer data for each view of a visit. v v v v v Marketing Campaign Channel Summary Marketing Campaign Channel Type Summary Marketing Campaign Segment Summary Marketing Campaign Summary View Keyword Summary v View Referrer Breakdown v View Referrer Summary Note: Equivalent reports, prefixed with "Entry", contain data about the visits attributed to campaigns. Marketing attribution metrics and dimensions The marketing attribution reports include attribution-specific metrics and dimensions. Attribution-specific filters, metrics, and dimensions are also available for use in other reports. Metrics v Conversion Revenue v Conversion Product Revenue v v v v v Conversions First Click Conversions First Click Revenue First Click Product Revenue Last Click Conversions v Last Click Revenue v Last Click Product Revenue v Even Allocation Conversions v Even Allocation Revenue v Even Allocation Product Revenue Dimensions v Conversion Type v Last Keyword v Last Paid Keyword v v v v v v 174 Marketing Marketing Marketing Marketing Marketing Marketing Campaign Campaign Channel Campaign Segment Campaign Channel Type Campaign Segment Paid Keywords IBM Unica NetInsight: Administrator's Guide v View Keywords v View Referrer v View Referrer Breakdown About analyzing keywords NetInsight enables you to specify the rules it will use to track the keywords that visitors used in search engines to find your Web site. NetInsight can parse keywords from the query string of the referring page or from the referring page itself. When NetInsight parses keywords from the referring page itself, it ignores the query string; instead, it uses the page value of the referrer as the keywords for the request. Keyword statistics appear on the Entry Keyword Summary. Note: NetInsight contains pre-configured keywords that use regular expressions. You should not modify the pre-configured keywords unless you have a particular need to do so after you review your log files. Note: If you want NetInsight to search all referrers for a specific parameter, you should add that parameter to the (Auto detect) keyword parsing rule, instead of creating a new keyword parsing rule. About character sets and keywords The character set a search engine uses to encode the keywords affects NetInsight's ability to analyze the keyword. If the keyword is encoded using a different character set than the profile uses, NetInsight may not be able to correctly import the keyword. Since the UTF-8 character set can import a wide variety of characters, if the profile character set is UTF-8 NetInsight can import keywords encoded in other character sets and store and display them correctly in UTF-8. However, you need to tell NetInsight what character set to expect. Some search engines identify the character set used to encode the keywords by passing the character set name as the value of a parameter. You can specify this character set parameter for the keyword rule. You can also specify a default character set for a keyword rule. To create a keywords parsing rule 1. 2. 3. 4. 5. 6. View the profile in which you want to create the keyword parsing rule. Click the Options tab. In the Options panel, select Marketing > Keywords. Click Add. In the Description box, enter a description of the rule. In the Type of rule list, select an option. v To parse keywords from the query string of the referring page, select Query String. v To parse keywords from the referring page itself, select Page. 7. In the Default character set box, select the character set NetInsight should assume the search engine used to encode the keyword in the query string or page. Note: This option only applies to profiles whose character set is UTF-8. Chapter 12. Analyzing marketing efforts 175 8. Click Save Options and then click Continue. If you selected a keyword parsing rule of type "query string," you now need to specify the keyword parameters that should belong to this keyword rule. If you selected a keyword parsing rule of type "page," the text that appears after the last slash in the page will be used as the keywords. If you want to limit the pages that are parsed for keywords by more than just the referrer, you can configure NetInsight to only parse pages that contain at least one of a set of text strings you specify. To specify keyword parameters for a keyword rule If you are specifying keyword parameters immediately after creating the keyword parsing rule, continue with 4. Otherwise, start with 1. 1. View the profile that contains the keyword parsing rule. 2. Click the Options tab. 3. In the Options panel, select Marketing > Keywords. 4. Select the keyword rule and click Keyword Parameters. 5. Click Add. 6. For a keyword parsing rule of type "query string," enter the name of a parameter that contains keyword values. For a keyword parsing rule of type "page," enter a literal string found within the referring page that identifies the pages from which keywords should be parsed. Click Add. 7. The parameter you entered will be used to look for keywords in all new data you import from now on. If this is what you want or if you want to add more parameters at this time, click Continue. If you want the parameter to be used to look for keywords in data you have already imported, you will need to delete all the data in your profile and reimport your log files. Note: If you do not still have all the log files you have imported into this profile, you will lose data permanently by choosing this option. To delete your profile data, click Delete Profile Data. Now you need to specify which referrers should be searched using the keyword rule. To specify referrers for a rule If you are specifying referrers or sites immediately after specifying keyword parameters, continue with 4. Otherwise, start with 1. 1. View the profile that contains the keyword parsing rule. 2. Click the Options tab. 3. In the Options panel, select Marketing > Keywords. 4. Select the keyword and click Included Referrers. 5. Click Add. 6. Enter a filter that describes a referrer or site to whom this keyword rule should be applied and click Add. 7. The keyword rule will be applied to this referrer in all new data you import from now on. 176 IBM Unica NetInsight: Administrator's Guide If this is what you want or if you have more referrers to add at this time, click Continue. If you want the keyword rule to be applied to this referrer in data you have already imported, you will need to delete all the data in your profile and reimport your log files. Note: If you do not still have all the log files you have imported into this profile, you will lose data permanently by choosing this option. To delete your profile data, click Delete Profile Data. To specify an excluded URL for a keyword rule You can specify URLs within the included referrer that you do not want to be searched using the keyword rule. If you are specifying an excluded URL immediately after specifying referrers, continue with 4. Otherwise, start with 1. 1. View the profile that contains the keyword parsing rule. 2. Click the Options tab. 3. In the Options panel, select Marketing > Keywords. 4. Select the keyword rule and click Excluded URLs. 5. Click Add. 6. Enter a filter that describes a URL that should not be searched using the keyword rule and click Add. This URL will not be searched using the keyword rule in all new data you import from now on. 7. If this is what you want or if you have more URLs to add at this time, click Continue. If you want this URL to not be searched using the keyword rule in data you have already imported, you will need to delete all the data in your profile and reimport your log files. Note: If you do not still have all the log files you have imported into this profile, you will lose data permanently by choosing this option. To delete your profile data, click Delete Profile Data. To specify a character set parameter for the keyword rule If you are specifying a character set parameter immediately after specifying keyword parameters, referrers, or excluded URLs, continue with 4. Otherwise, start with 1. View the profile that contains the keyword parsing rule. Click the Options tab. In the Options panel, select Marketing > Keywords. Select the keyword rule and click Character Set Parameters. Click Add. Enter the name of the parameter that contains the name of the character set used to encode the keyword values and click Add. The parameter you entered will be used to determine the keyword character set in all new data you import from now on. 7. If this is what you want or if you want to add more parameters at this time, click Continue. 1. 2. 3. 4. 5. 6. Chapter 12. Analyzing marketing efforts 177 If you want the parameter to be used to determine the keyword character set in data you have already imported, you will need to delete all the data in your profile and reimport your log files. Note: If you do not still have all the log files you have imported into this profile, you will lose data permanently by choosing this option. To delete your profile data, click Delete Profile Data. Keyword parsing example In summary, to specify the rules NetInsight uses to track the keywords that visitors used to find your Web site, you need to: 1. Create a keyword parsing rule. 2. Specify the parameters that will belong to this rule. 3. Identify the referrers that will be searched for keywords using the keyword parsing rule. For example, to track keywords from a search site located at example.com, where the URLs are in the format:http://www.example.com/ mysearch.cgi?searchterms=saints and the parameter where search terms appear is searchterms, you would need to: 1. Create a new keyword parsing rule named Example. 2. Specify a parameter named searchterms. This instructs NetInsight to search query strings in referrals from example.com for the parameter searchterms, and extract the parameter’s value as a keyword. 3. Add example.com as a referrer using the filter that contain example.com. This instructs NetInsight to search for keywords in referrals from example.com. About analyzing referrers NetInsight enables you to track which referrers are sending the most visitors to your Web site. The referrer statistics appear on the Entry Referrer Summary. You can group traffic from multiple referrers into a single referrer group. This enables you to group the traffic from major search engines into recognizable names. For example, you could display the AOL Search search engine as AOL Search instead of search.aol.com. By default, NetInsight is configured to group traffic from the most common search engines. Note: If the Entry Referrer Summary is blank, your server is probably not logging the referrer field. To create a referrer group 1. 2. 3. 4. View the profile in which you want to create the referrer group. Click the Options tab. In the Options panel, select Marketing > Referrer Groups. Click Add. 5. In the Name of referrer group box, enter the name you want to have displayed for the referrer group. 6. Click Save Options. 7. Click Continue. 178 IBM Unica NetInsight: Administrator's Guide Now you need to specify which referrers you want to be part of this referrer group. To add referrers to a referrer group If you are adding referrers immediately after creating the referrer group, start with 4. Otherwise, start with 1. 1. View the profile that contains the referrer group. 2. Click the Options tab. 3. In the Options panel, select Marketing > Referrer Groups. 4. Select the referrer group and click Referrers. 5. Click Add. 6. Enter a filter that describes the referrer you want to add to this referrer group and click Add. The referrer you entered will be part of this referrer group in all new data you import from now on. 7. If this is what you want or if you have more referrers to add at this time, click Continue. If you want the referrer to belong to the referrer group in data you have already imported, you will need to delete all the data in your profile and reimport your log files. Note: If you do not still have all the log files you have imported into this profile, you will lose data permanently by choosing this option. To delete your profile data, click Delete Profile Data. Determining the group for referrers that fit multiple groups A referrer can only belong to one referrer group. If you have a referrer that meets the criteria for more than one group, NetInsight will include the referrer in the first referrer group it can belong to in the list of referrer groups. You can use the Move Up and Move Down buttons to the right of the list to change the order of the referrer groups. About analyzing visits from indexing agents You can classify specific hosts, user agents, and referrers as robots or spiders. (A spider is a nonhuman agent that visits Web sites in order to index them for its search engine or directory. A robot is a nonhuman agent that visits Web sites for any purpose. For example, a robot could check pages for updates or check to ensure a site is still on the Internet.) This enables you to separate robots and spiders from regular Web site traffic. Robot and spider traffic appears separately in the Robot/Spider Summary and is not counted in the normal visit statistics but it is counted in the number of hits. By default, NetInsight is configured with the most common robots and spiders. To classify a host, user agent, or referrer as a robot or spider 1. View the profile in which you want to classify the indexing agent as a robot or spider. 2. Click the Options tab. 3. In the Options panel, select Marketing > Robots/Spiders. 4. Click Add. Chapter 12. Analyzing marketing efforts 179 5. In the Name of spider box, enter the name you want to have displayed for the robot/spider group. 6. Click Save Options and then click Continue. To add visitors to a robot/spider group If you are adding visitors to the robot/spider group immediately after creating it, start with 4. Otherwise, start with 1. 1. View the profile that contains the robot/spider group. 2. Click the Options tab. 3. In the Options panel, select Marketing > Robots/Spiders. 4. Select the robot/spider group and click Visitors. 5. Click Add. 6. Enter a filter that describes the host, user agent, or referrer you want to classify as a robot or spider, and click Add. (For details on filters, see “Filtering a NetInsight Option.”) The statistics for this host, user agent, or referrer will be classified as a robot or spider in all new log file data you import from now on. 7. If this is what you want or if you have additional hosts, user agents, or referrers to enter at this time, click Continue. If you want to classify this host, user agent, or referrer as a robot or spider in data you have already imported, you will need to delete all the data in your profile and reimport your log files. Note: If you do not still have all the log files you have imported into this profile, you will lose data permanently by choosing this option.To delete your profile data, click Delete Profile Data. Determining the group for visitors that fit multiple groups A host, user agent, or referrer can only belong to one robot/spider group. If you have a visitor that meets the criteria for more than one group, NetInsight will include the visitor in the first robot/spider group it can belong to in the list of robot/spider groups. You can use the Move Up and Move Down buttons to change the order of the robot/spider groups in the list. About visit cost Visit cost is the amount of advertising money spent to drive a visitor to your site for a particular visit. About collecting visit cost data Visit cost data is not contained in log files by default. If you want NetInsight to report on and analyze visit cost data, you will need to do one of two things: v Configure your Web site to use page tags and pass the visit cost data in the page tag image request using the name-value pair vc=value. (For details, see the NetInsight Administrator's Guide.) Then, configure your NetInsight profile to use page tags. v Import visit cost data into the Visit Cost table in the NetInsight database. (For details on the Visit Cost table, see the NetInsight Database Schema.) 180 IBM Unica NetInsight: Administrator's Guide About including visit cost data in NetInsight reports The Cost metric and Average Cost metric report on visit cost data. These metrics are available on the Discovery Panel and in the Custom Report Wizard and can be added to any report. Chapter 12. Analyzing marketing efforts 181 182 IBM Unica NetInsight: Administrator's Guide Chapter 13. Analyzing page titles You can configure NetInsight to resolve page titles. If you configure NetInsight to resolve page titles, the titles of pages appear on reports instead of the pages' directory paths and file names. You can then choose to change the title that appears for some or all of the pages. In addition, you can specify the pages for which titles should be resolved, and the pages for which titles should not be resolved. For Web servers that require a user name and password for access, you can define security realms that enable NetInsight to successfully resolve the titles of pages on Web servers that require authentication. About resolving page titles By default, NetInsight presents the directory paths and file names of the pages in the NetInsight reports. (In profiles whose log files are clustered for multiple sites, the URL of the server will precede the directory path.) If you would rather see the titles of the pages, you can configure NetInsight to resolve page titles. To resolve page titles, NetInsight needs to connect to the Web server. If your log files are not clustered or are clustered for a single site, NetInsight uses the URL entered in the URL of the site being analyzed box on the General Options page. If your log files are clustered for multiple sites, NetInsight uses the URL entered in the URL of server box in the description for each server. If the URL is not correct, page titles are not resolved. Character sets and page titles The character set your Web server uses to encode the page titles affects the ability to resolve the page titles. By default, NetInsight assumes the Web server uses the same character set as the profile. If the page titles are encoded using a different character set than the profile uses, NetInsight may not be able to correctly resolve the page titles. Since the UTF-8 character set can recognize a wide variety of characters, if the profile character set is UTF-8, NetInsight can resolve page titles encoded in other character sets and store and display them correctly in UTF-8. However, NetInsight needs to know which character set the Web server used to encode the page titles in order to import them properly. If the profile character set is UTF-8, NetInsight checks the metatag of the pages to see if the character set is specified. If it is, NetInsight uses that character set to resolve the page titles. If the character set is not specified, NetInsight uses UTF-8 to resolve the page titles. To resolve page titles Note: URL search and replace rules are applied before page titles are resolved. If the URLs modified by the search and replace rules do not match pages on the server, the page titles are not resolved. 1. View the profile in which you want to resolve page titles. 2. Click the Options tab. The General page appears. © IBM Corporation 1996, 2011 183 3. Select the Resolve page titles check box. 4. Click Save Options. Page titles that are included in profile data you import are resolved from now on. 5. If this is what you want, click Continue. If you want to resolve page titles that only appear in log file data you have already imported, you must delete your profile data and reimport your log files. Note: If you do not still have every log file you have imported into this profile, you will lose data by choosing this option. To delete your profile data, click Delete Profile Data. To resolve page titles through a proxy server If you use a proxy server for Web access, you may need to specify some additional information about your proxy server in order for NetInsight to be able to resolve page titles. Note: NetInsight can not resolve page titles through a proxy server that requires authentication. 1. Click the Administration icon ( 2. Click the Options tab. The Email page appears. ) to display the Profile Manager. 3. In the Options panel, select Network > Proxies. 4. In the HTTP proxy server box, enter the host name or IP address of your proxy server. 5. In the HTTP proxy server port box, enter the port on which the proxy server is accessible. 6. Click Save Options and then click Continue. To edit page title mappings If you tell NetInsight to resolve page titles, it shows page titles instead of file names in reports. You can change the title that appears for some or all of the pages. Note: Editing page title mappings has no effect unless you are resolving page titles for this profile. 1. View the profile in which you want to edit page title mappings. 2. Click the Options tab. 3. In the Options panel, select Page Titles > Page Title Mappings. 4. Click Add. 5. In the Page box, enter the file name and the complete path to the file of the page whose title you want to change. 6. In the Page title box, enter the title you want to use for this page. 7. Click Save Options and then click Continue. The changes take effect the next time the profile is updated. 184 IBM Unica NetInsight: Administrator's Guide To limit the pages whose titles NetInsight should resolve You can limit the pages whose titles you want NetInsight to resolve. For example, you may want to resolve only the titles of pages in a certain section on your Web site. If you are collecting data from page tag images, you could use this feature to resolve the titles of pages on only your Web site. 1. View the profile in which you want to add pages. 2. Click the Options tab. 3. In the Options panel, select Page Titles > Resolved Page Titles. 4. Click Add. 5. Enter a filter that describes a page or pages whose titles NetInsight should resolve. 6. Click Add. NetInsight resolves page titles only for pages that match these filters in data you import from now on. 7. If this is what you want, or if you have additional filters you want to add at this time, click Continue. To resolve page titles only for pages that match these filters in data you have already imported, you must delete your profile data and reimport your log files. Note: If you do not still have every log file that you have imported into this profile, you will lose data by choosing this option. To delete profile data, click Delete Profile Data. To add pages whose titles NetInsight should not resolve In general, NetInsight should not attempt to resolve the page titles of executable files such as those files located in a directory containing CGI (Common Gateway Interface) scripts. If NetInsight attempts to resolve page titles for executable files, new CGI processes will be initiated that mimic those originally called by visitors to the Web site. This process imitates user traffic and may adversely affect your Web server and any applications it may use. NetInsight is initially configured to not attempt to resolve the titles of pages that contain /cgibin/ or /scripts/ or that end with .cgi or .exe. You can specify additional pages whose titles NetInsight should not resolve. 1. View the profile in which you want to add pages. 2. Click the Options tab. 3. In the Options panel, select Page Titles > Unresolved Page Titles. 4. Click Add. 5. Enter a filter that describes a page or pages whose titles NetInsight should not resolve. 6. Click Add. NetInsight does not resolve page titles for pages that match these filters in data you import from now on. 7. If this is what you want, or if you have additional filters you want to add at this time, click Continue. Chapter 13. Analyzing page titles 185 If you want NetInsight to not resolve page titles for pages that match these filters in data you have already imported, you must delete your profile data and reimport your log files. Note: If you do not still have every log file that you have imported into this profile, you will lose data by choosing this option. To delete profile data, click Delete Profile Data. About adding security realms You can define security realms that will enable NetInsight to successfully resolve the titles of pages on Web servers that require a user name and password for access. When NetInsight performs page title resolution for a certain page, it checks the security realms to find a realm to which the page belongs. If a matching realm exists, NetInsight provides the Web server with the user name and password you defined for that realm. Note: This functionality only applies to basic HTTP authentication. To create a security realm 1. View the profile in which you want to create the security realm. 2. Click the Options tab. 3. In the Options panel, select Page Titles > Security Realms. 4. Click Add. 5. In the Realm name box, enter the name of the security realm. 6. In the User name box, enter the user name for the security realm. In the Password box, enter the user's password. In the Password (again) box, enter the same password that you entered in 7. Click Save Options and then click Continue. Select the security realm and click Pages. Click Add. Enter a filter that describes the pages for which the user name and password will be provided. 13. Click Add. The user name and password are provided for these pages from now on. 7. 8. 9. 10. 11. 12. 14. If this is what you want or if you have additional pages to enter at this time, click Continue. If you want to provide the user name and password for pages in data you have already imported, you can use the - resolvetitles command-line option to immediately resolve page titles for all known pages. 15. To add another filter to this security realm, click Add. To return to the list of security realms, click Back to Security Realms. About determining the security realm for pages that fit multiple realms A page can belong to only one security realm. If you have a page that meets the criteria for more than one realm, NetInsightincludes the page in the first realm to which it can belong. You can use the Move Up and Move Down buttons to change the order of the security realms in the Security realms for page title resolution list. 186 IBM Unica NetInsight: Administrator's Guide Chapter 14. Analyzing retail activity Retail activity consists of visitors viewing products and interacting with a shopping cart on your site.It includes: v Viewing products v Adding products to a shopping cart v Removing products from a shopping cart v Completing the checkout process How NetInsight gathers retail data NetInsight gathers retail data through page tags. For details on configuring page tags for your site, see the NetInsight Administrator's Guide. You also need to configure the NetInsight profile to use data from page tags either in place of or to augment your Web server's log files. What retail data NetInsight can gather NetInsight can gather the following retail data: v Products viewed (SKU, quantity, and unit price) v Products added to a shopping cart (SKU, quantity, and unit price) v Products removed from a shopping cart (SKU, quantity, and unit price) v Revenue associated with a shopping cart v Order number v Products purchased (SKU, quantity, and unit price) v Pay-per-click revenue About retail reports The following retail reports are available: v Cart Activity Trend v Product Abandonment Summary v Product Action Summary v Product Conversion Summary v Retail Dashboard v Revenue Trend In addition, retail metrics, dimensions, and filters can be added to other NetInsightsummaries. About enabling retail reports In order for retail reports to be available in a profile, the following must be true: v Page tagging must be enabled for the profile. v Retail dimensions (Product, Retail Action, Revenue Range, and Unit Price Range) must be marked reportable. © IBM Corporation 1996, 2011 187 188 IBM Unica NetInsight: Administrator's Guide Chapter 15. Analyzing visitors or users NetInsight enables you to group your visitors according to a variety of factors (browser, department, host, and platform) and analyze the behavior of the group. You can also link the visitor information in NetInsight with information in external databases, and you can control how NetInsight groups traffic into visits. About analyzing visitors by browser NetInsight enables you to track which browsers are used by the visitors to your site. Browser statistics appear on the Browser Summary. Note: If the Browser Summary is blank, your server is probably not logging the user agent field.You can configure how browsers are reported. However, because NetInsight comes preconfigured to recognize most major browsers in use today, it is usually unnecessary to change any of the browser groupings. If you do decide to change browser groupings, review these instructions carefully. If you are not familiar with regular expressions, you may want to review the regular expressions tutorial. User agent descriptions make heavy use of regular expressions. To create a browser 1. View the profile in which you want to create the browser. 2. Click the Options tab. 3. In the Options panel, select Visitors > Browsers. 4. Click Add. 5. In the Name of browser box, enter the name you want to have displayed for the browser. 6. If you want each major version of the browser to be reported separately, select the Append the version number check box. You will have to use the regular expression (\d+\.) in the definition of the user agents of the browser so NetInsight will retain the version information when it imports your log. 7. Click Save Options and then click Continue. Now you need to specify which user agents you want to be part of this browser. To add user agents to a browser If you just created the browser group, start with 4. Otherwise, start with 1. Note: For browser grouping to work correctly, the value you enter for the user agent must match the way the user agent is recorded in your log files. You may want to review a sample log file before changing this option to ensure that you are familiar with the way user agents are recorded in your log files. 1. View the profile that contains the browser. 2. Click the Options tab. 3. In the Options panel, select Visitors > Browsers. 4. Select the browser and click User Agents. 5. Click Add. © Copyright IBM Corp. 1996, 2011 189 6. Enter a filter that describes the user agent you want to add to this browser and click Add. The user agent you entered will be part of this browser in all new data you import from now on. 7. If this is what you want or if you have more user agents to add at this time, click Continue. If you want the user agent to belong to the browser in data you have already imported, you will need to delete all the data in your profile and reimport your log files. Note: If you do not still have all the log files you have imported into this profile, you will lose data permanently by choosing this option. To delete your profile data, click Delete Profile Data. About determining the browser for user agents that fit multiple browsers A user agent can only belong to one browser. If you have a user agent that meets the criteria for more than one browser, NetInsight includes the user agent in the first browser it can belong to in the list of browsers. You can use the Move Up and Move Down buttons to change the order of the browsers in the list. About analyzing visitors by department NetInsight lets you track which departments are using your Web site most often. A department is a group of related hosts or users (such as the finance department on a corporate intranet). To track different departments, you must specify which users or hosts belong to which departments. The department statistics appear on the Department Summary. Note: You can configure NetInsight to determine department groupings using an external database (such as a corporate directory). To create a department 1. View the profile in which you want to create the department. 2. Click the Options tab. 3. In the Options panel, select Visitors > Departments. 4. Specify what NetInsight should display when you click the department name in the Department Summary. v To display the host names/IP addresses, click Hosts. v To display the user names, click Users. 5. Click Save Options and then click Continue. 6. Click Add. 7. Enter the name you want displayed for this department. 8. Click Save Options and then click Continue. Now you need to specify which hosts and users you want to be part of this department. 190 IBM Unica NetInsight: Administrator's Guide To add hosts and users to a department If you have just created the department, start with 4. Otherwise, start with 1. 1. View the profile that contains the department. 2. Click the Options tab. 3. In the Options panel, select Visitors > Departments. 4. Select the department and click Hosts or Users (depending on how you chose to define the department). 5. Click Add. 6. Enter a filter that describes the user or host you want to add to this department and click Add. The user or host you entered will be part of this department in all new data you import from now on. 7. If this is what you want or if you have other users or hosts that you wish to add to the department at this time, click Continue. If you want the user or host to belong to the department in data you have already imported, you will need to delete all the data in your profile and reimport your log files. Note: If you do not still have all the log files you have imported into this profile, you will lose data permanently by choosing this option.To delete your profile data, click Delete Profile Data. About determining the department for hosts and users that fit multiple departments A host or user can only belong to one department. If you have a host or user that meets the criteria for more than one department, NetInsight includes the host or user in the first department it can belong to in the list of departments. You can use the Move Up and Move Down buttons to change the order of the departments in the list. About analyzing visitors by host NetInsight enables you to track which hosts are responsible for the most traffic to your site. The host statistics appear on the Host Summary. You can group traffic from multiple hosts into a single host group. This enables you to group the traffic from major online service providers or large corporations whose traffic to your site comes through multiple proxy servers. For example, if someone from America Online is browsing your Web site, each hit to your site could come through a different proxy server (host), thus showing up as multiple hosts. If you group all hosts that end with .aol.com as America Online, you can improve sessionization. By default NetInsight is configured to group traffic from America Online, CompuServe, Prodigy, and WebTV. Note: In the reports, you cannot drill down on a host group to display details. To create a host group 1. View the profile in which you want to group hosts. 2. Click the Options tab. 3. In the Options panel, select Visitors > Host Groups. Chapter 15. Analyzing visitors or users 191 4. Click Add. 5. In the Name of host group box, enter the name you want to have displayed for the host group. 6. In the Domain of host group box, enter the domain in which you want to have the group included in the Domain Summary. For example, to have the host group included in Commercial (.com) enter Commercial (.com). 7. If you do not want to have cookies used when sessionizing for hosts in this host group, select the Ignore cookies from this host group check box. For example, some online services do not consistently pass the same cookie for each view in a visit. This can reduce the accuracy of results if cookies are utilized in the visit calculations. In this case, you should select the check box. 8. If you do not want NetInsight to consider the host group a single unit when sessionizing, clear the Use modified host for sessionization check box. 9. Click Save Options and then click Continue. Now you need to specify which hosts you want to be part of this host group. To add hosts to a host group If you have just created the host group, start with 4. Otherwise, start with 1. 1. View the profile that contains the host group. Click the Options tab. In the Options panel, select Visitors > Host Groups. Select the host group and click Hosts. Click Add. Enter a filter that describes the host you want to add to this host group and click Add. The host you entered will be part of this host group in all new data you import from now on. 7. If this is what you want or if you have other hosts that you wish to add to the group at this time, click Continue. If you want the host to belong to the host group in data you have already imported, you will need to delete all the data in your profile and reimport your log files. 2. 3. 4. 5. 6. Note: If you do not still have all the log files you have imported into this profile, you will lose data permanently by choosing this option. To delete your profile data, click Delete Profile Data. About determining the host group for hosts that fit multiple groups A host can only belong to one host group. If you have a host that meets the criteria for more than one group, NetInsight includes the host in the first host group it can belong to in the list of host groups. You can use the Move Up and Move Down buttons to change the order of the host groups in the list. About analyzing visitors by platform NetInsight enables you to track which platforms are used by the visitors to your site. Platform statistics appear on the Platform Summary. 192 IBM Unica NetInsight: Administrator's Guide You can configure how platforms are reported. However, since NetInsight comes preconfigured to recognize most major platforms in use today, it is usually unnecessary to change any of the platform groupings. If you do decide to change platform groupings, review these instructions carefully. If you are not familiar with regular expressions, you may want to review the regular expressions tutorial. User agent descriptions make heavy use of regular expressions. Note: If the Platform Summary is blank, your server is probably not logging the user agent field. To create a platform 1. View the profile in which you want to group platforms. 2. Click the Options tab. 3. In the Options panel, select Visitors > Plaftorms. 4. Click Add. 5. In the Name of platform box, enter the name you want to have displayed for the platform. 6. If you want each major version of the platform to be reported separately, select the Append the version number check box. You will have to use the regular expression (\d+\.) in the definition of the user agents of the platform so NetInsight will retain the version information when it imports your log. 7. Click Save Options and then click Continue. Now you need to specify which user agents you want to be part of this platform. To add user agents to a platform If you have just created the platform, start with 4. Otherwise, start with 1. Note: For platform grouping to work correctly, the value you enter for the user agent must match the way the user agent is recorded in your log files. You may want to review a sample log before changing this option to ensure that you are familiar with the way user agents are recorded in your log files. 1. View the profile that contains the platform. 2. Click the Options tab. 3. In the Options panel, select Visitors > Platforms. 4. Select the platform and click User Agents. 5. Click Add. 6. Enter a filter that describes the user agent you want to add to this platform and click Add. The user agent you entered is part of this platform in all new data you import from now on. 7. If this is what you want or if you have more user agents to add at this time, click Continue. If you want the user agent to belong to the platform in data you have already imported, you will need to delete all the data in your profile and reimport your log files. Chapter 15. Analyzing visitors or users 193 Note: If you do not still have all the log files you have imported into this profile, you will lose data permanently by choosing this option. To delete your profile data, click Delete Profile Data. About determining the platform for user agents that fit multiple platforms A user agent can only belong to one platform. If you have a user agent that meets the criteria for more than one platform, NetInsight includes the user agent in the first platform it can belong to in the list of platforms. You can use the Move Up and Move Down buttons to change the order of the platforms in the list. To change the number of minutes between visits By default, if 30 minutes elapse without a new page view, NetInsight considers the next page view from a given user to be part of the next visit. For example, if a visitor comes to your Web site, leaves, and comes back within 30 minutes, NetInsight considers the visitor's return as part of the same visit. Also, if a visitor stays on one page on your Web site without clicking on another link for 30 minutes, the visit will time out, and NetInsight sees the next page the visitor views while on your site as part of a different visit. If your site contains large amounts of text, you may want to increase the number of minutes between visits. If your site has small amounts of text, you may want to decrease the number of minutes between visits. 1. View the profile in which you want to change the number of minutes between visits. 2. Click the Options tab. 3. In the Options panel, select Visitors> Sessionization . 4. In the Number of minutes between visits box, enter the maximum number of minutes that can elapse between two consecutive page views by the same visitor and still be classified as the same visit. 5. Click Save Options. NetInsight will use the new time value to sessionize traffic in all new data that you import from now on. 6. If this is what you want, click Continue. If you want NetInsight to use the new time value to sessionize traffic in data you have already imported, you will need to delete your profile data and reimport your log files. Note: If you do not still have every log file that you have imported into this profile, you will lose profile data by choosing this option. To delete profile data, click Delete Profile Data. To specify an opt-out cookie value Some Web sites allow visitors to "opt out" of receiving persistent cookies from the Web site in the future. If the visitor chooses to opt out, the site assigns a persistent "blank" cookie containing a non-unique value (usually "OPT_OUT") to the visitor to indicate that the cookie cannot be used for identification. 194 IBM Unica NetInsight: Administrator's Guide You can configure NetInsight to recognize an opt-out cookie value. A cookie whose value matches the value you specify is not used for sessionization and is not assigned a cookie ID. The cookie value for the corresponding visits and views will appear as None in reports. 1. View the profile in which you want to specify an opt-out cookie value. 2. Click the Options tab. 3. In the Options panel, select Visitors > Sessionization. 4. In the Opt-out cookie value box, enter the opt-out cookie value. This value is case-sensitive. 5. Click Save Options. NetInsight will use the opt-out cookie value in all new data that you import from now on. 6. If this is what you want, click Continue. If you want NetInsight to use the opt-out cookie value in data you have already imported, you will need to delete your profile data and reimport your log files. Note: If you do not still have every log file that you have imported into this profile, you will lose profile data by choosing this option. To delete profile data, click Delete Profile Data. To disable implied repeat visitor based on the existence of a cookie By default, visitors who have a visitor identification cookie are defined as repeat visitors in NetInsight, even when accessing a subsection of your site. A new profile configuration option allows you to disable this behavior if, for example, you want to track when visitors visit these subsections for the first time. 1. View the profile in which you want to disable the implied repeat visitor function. 2. Click the Options tab. 3. In the Options panel, select Visitors > Sessionization. 4. Uncheck the Existence of cookie implies repeat visitor box. 5. Click Save Options. To use the sessionization parameter value for visitor identification If NetInsight is set up to use the value of a parameter to determine sessionization, you can specify whether NetInsight should also use that value to identify visitors. This option is useful if your sessionization parameters remain the same between visits by the same visitor. 1. View the profile in which you want to use the sessionization parameter value for visitor identification. 2. Click the Options tab. 3. In the Options panel, select Visitors > Sessionization. 4. Select the Use parameter value for visitor identification check box. Note: This check box will only appear if you have previously defined parameters for this profile. 5. Click Save Options. Chapter 15. Analyzing visitors or users 195 NetInsight uses this parameter value for visitor identification in all new data that you import from now on. 6. If this is what you want, click Continue. If you want NetInsight to use this parameter value for visitor identification in data you have already imported, you will need to delete your profile data and reimport your log files. Note: If you do not still have every log file that you have imported into this profile, you will lose profile data by choosing this option. To delete profile data, click Delete Profile Data. To change how NetInsight sessionizes traffic When NetInsight analyzes your log file data, it groups together all the activity by an individual during one visit (for example, all the pages viewed by a visitor during one visit to your Web site). This grouping of page views into visits is called sessionization. To sessionize, NetInsight must match user information from one page view entry in the log file with another page view entry. There are several possible methods for sessionization. You can specify for each profile which methods you want to use. If your NetInsight installation is configured to use page tagging, you can specify how cookies will be used for sessionization for each profile. You can choose to use either the cookie(s) specified in the page tag request, the third-party cookies in the cookie field of the log file, or both. NetInsight uses the sessionization methods that you have selected in the order they appear. If NetInsight is unable to sessionize using any of the selected methods, it sessionizes using a combination of the host name/IP address and user agent. 1. View the profile in which you want to determine sessionization. 2. Click the Options tab. 3. In the Options panel, select Visitors > Sessionization. 4. If you want NetInsight to use the value of a parameter to determine sessionization, select the Parameter value for check box. Then select the parameter from the list of parameters defined in the profile. Note: This check box appears only if you have previously defined parameters for this profile. Note: Parameters whose values are not being stored in the NetInsight database do not appear in the list of parameters. 5. If you want NetInsight to use the authenticated user name to determine sessionization, select the Authenticated user name check box. 6. If you want NetInsight to use a visitor identification cookie to determine sessionization, select the Visitor identification cookie check box. Then enter the name of the cookie. If you are using the IBM Web Server Plug-in, leave the cookie name set to the default. 7. If your NetInsight installation is configured to use page tagging, select an option in the Cookie Source field to determine which page tags will be used for sessionization. 196 IBM Unica NetInsight: Administrator's Guide v AUTO?Use this option if you want to include cookies from both the ck parameter in the page tag request and the cookie field in the log file. v FIELD?Use this option if you want to include only cookies from the cookie field in the log file. v PAGETAG?Use this option if you want to include only the cookie(s) specified by the ck parameter of the page tag request. Note: The cookie source options are available only if you have set page tagging options for the profile to Used instead of log files to collect data for a single site or Used instead of log files to collect data for multiple sites. 8. Click Save Options. NetInsight will sessionize traffic according to your specifications for all new data that you import into this profile. 9. If this is what you want, click Continue. If you want NetInsight to use your specifications to sessionize log file data you have already imported, you will need to delete your profile data and reimport your log files. Note: If you do not still have every log file that you have imported into this profile, you will lose profile data by choosing this option. To delete profile data, click Delete Profile Data. About using visitor identification cookies If you are using software other than the IBM Web Server Plug-in to set visitor identification cookies, you can configure NetInsight to use those cookies to track visitors across your site. To do this, your cookie must be recorded in the Web log in the format CookieID=CookieValue. For example, if your cookies were being recorded as ASPID=114567, enter ASPID in the Visitor identification cookie box. If your cookie contains multiple name/value pairs separated by ampersands (for example, YourID=First=John&Last=Doe&Number=123), enter the cookie name, an equal sign, and the name of the cookie fragment that contains the information on which you want to sessionize. (In the example above, you would enter YourID=Number if you want to sessionize by the Number parameter.) For the data that NetInsight generates to be accurate using your own cookie rather than the default SaneID, you also need to be setting cookies in the same manner as the IBM Web Server Plug-in. On a visitor's first request for a page from the Web site, you must set a cookie in the visitor's browser (if the visitor does not already have one). For each subsequent request to the Web site during this first visit and any other visits made to the Web site, the server must read this cookie and record it in the Web log in its cookie field. To prevent visitors who have cookies turned off from getting a new cookie for every new page view, ensure you are logging the cookie received by the Web server and not the cookie sent by the Web server. Analyzing visitor profiles NetInsight enables you to track how often the members of various visitor profiles are coming to your Web site. A visitor profile is a group of visitors that you have defined on the Visitor Profile page of your Web server profile. You can sort visitors into groups based on any of a large number of filters, including visit type (repeat or new), visit duration, pages viewed, initial referrer, or content group. Chapter 15. Analyzing visitors or users 197 A visit is considered a member of every profile whose filters it matches. Visitor profiles can be used to gain a deeper understanding of exactly how visitors arrive at your site and what interests them most during a visit. Visitor profile statistics appear on the Visitor Profile Summary. Visitor profiles are used in scenario reports to track visitor behavior across multiple visits. To create a visitor profile 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. View the profile in which you want to create a visitor profile. Click the Options tab. In the Options panel, select Visitors > Visitor Profiles. Click Add. Enter a name for the profile. Click Save Options and then click Continue. Select the visitor profile and click Visitors. Click Add Filter. Select a filter type from the list and click Continue. Enter the values for the filter. Click Continue. 12. Repeat 8 through 11 until you have entered all the filters you want for the visitor profile. 13. Click Save Filters and then click Continue. Note: You cannot add a filter group that contains a visitor profile to a visitor profile. Your visitor profiles will be in effect the next time you run an update. About changing the order of visitor profiles You can use the Move Up and Move Down buttons to change the order of the visitor profiles in the list. However, unlike some other options, changing the order has no affect on the reports. Accessing data from mobile applications NetInsight allows you to analyze the activities of mobile application users, including activities that occurred when users were offline. The mobile analytics integration module integrates with Localytics, a mobile analytics software vendor, to capture both online and offline data from iPhone, iPad, Blackberry, and Android applications. Before you can access this data, the mobile applications must be created and deployed according to Localytics requirements. The resulting data is captured by Localytics servers and stored in an Amazon S3 repository, included with your Localytics license. After enabling the mobile analytics integration module, you can then import this data to a mobile analytics profile. Note: Sampling is not available for profiles that use the mobile analytics integration module. 198 IBM Unica NetInsight: Administrator's Guide Requirements for mobile analytics integration You must perform the following tasks before you can access mobile application data in NetInsight: 1. Your organization must obtain a Localytics license that includes an Export option. 2. Your organization must amend your NetInsight agreement to add the mobile analytics integration module. 3. Your staff must use the tools included with the Localytics account to create the mobile applications, download the appropriate libraries, and tag any events you want to track. 4. Create the mobile analytics profile and enable the mobile analytics integration module. 5. Update the profile to import mobile application data. Important: Amazon S3 requires the system time of all machines making requests to be within 15 minutes of the Amazon S3 web server's clock. If you receive an initialization error during the profile update, and you have verified that the bucket name, access key, and secret access key in the profile configuration are correct, synchronize the time on the system with an NTP server before updating the profile. About the mobile analytics profile You must create a mobile analytics profile to report on the data captured from your Localytics account. This profile is separate from your other web profiles. Note: For performance reasons, as a best practice, do not create mobile analytics reports within your other web profiles. The mobile analytics profile reports include data on applications, event attributes, devices, sessions, users, and events. To create the mobile analytics profile Use the mai.cfg template, located in the <NetInsight_home>/data/admin directory, to create the mobile analytics profile. Use the following command to create the mobile analytics profile: nettracker admin -add <short_profile_name> -template <path_to_mai.cfg> NetInsight creates a profile with the name you specified and stores its files in the <NetInsight_home>/data/<short_profile_name> directory. Before you update the mobile analytics profile, you must remove all reports except the mobile analytics reports from the auto-update section of the profile options. Click Options > Reporting > Auto-Updated Reports to access the Auto-Updated Reports list. To import historic data into the mobile analytics profile To remove data from an existing Mobile Analytics Integration profile and reload data on the next update, run the following commands. ./nettracker profile -modules mai -remove <YYYYMM | YYYYMMDD> ../nettracker profile -modules mai -forget <YYYYMM | YYYYMMDD> Chapter 15. Analyzing visitors or users 199 If you need to completely clear the profile and reload data from a specific date, please follow following steps below. The required YYYYMM | YYYYMMDD date commands load data from a specific month up to a specific date. 1. ./nettracker profile -modules mai -clear 2. ./nettracker profile -modules mai -loadfrom <YYYYMM | YYYYMMDD> 3. ./nettracker profile -modules mai -update Mobile analytics reports The mobile analytics integration profile includes the following reports. They are in the Mobile Analysis folder in the Report List. v Mobile Application Summary v Mobile Country Summary v Mobile Data Connection Summary v Mobile Event Attributes Summary v Mobile Event Summary v Mobile Make Summary v Mobile Model Summary v Mobile Operating System Version Summary v Mobile Platform Summary v Mobile Visitor Trend Summary Mobile analytics metrics and dimensions The mobile analytics integration module brings the following metrics and dimensions into NetInsight: Metrics v v v v Average Events Per Session Average Session Length Average Sessions Per User Events v Mobile Users Repeat Rate v New Users v v v v Repeat Users Sessions Total Session Length Users Important: Metric counts can differ between Localytics and NetInsight. This is due to the timing of data imports. Localytics is updated hourly, and each update can contain data from previous time periods. For example, a Localytics update on 11/10/11 may contain data from 11/08/11. Therefore, if you update the NetInsight profile daily, the update may include data for previous days. In this case, metric values for previously updated days may change. In addition, Localytics and NetInsight session counts can differ. NetInsight counts a session only when both session open and session close events are recorded. Localytics, on the other hand, only requires a session open event for the session to be counted. 200 IBM Unica NetInsight: Administrator's Guide Dimensions v v v v Application Application Version Carrier Country v v v v v v v Data Connection Device Event Name Make Mobile Event Attribute Mobile Platform Model v Operating System Version Chapter 15. Analyzing visitors or users 201 202 IBM Unica NetInsight: Administrator's Guide Chapter 16. Configuring IBM Unica NetInsight options This section provides instructions for configuring global options in NetInsight. About database sessions If you are using an Oracle or DB2 database you can specify certain database parameters that are used each time connects to your database. Setting this option can aid in tuning the performance of your database under certain limited circumstances. In general, the default values for this option should not be changed without consulting IBM technical support. About Inbox administration You can always access your own reports in the Inbox. If you are an Inbox administrator (your default role contains the Administrator : Administration : Inbox privilege), you can switch between two views: User and Admin. The Admin view shows all the queued, running, and failed reports in the system, regardless of who requested them. By default, the NetInsightAdministrator role has the Inbox administration privilege. Inbox administrators can cancel reports requested by other users and can sort and filter by owner in addition to the other sorting and filtering options. In addition to the status filters available in the User view, Inbox administrators can also select the following status filters: Status Description Running and Queued All reports that are currently running or queued All Except Canceled by Admin All reports of any status except those that have been canceled by an Inbox administrator All All reports of any status Inbox command-line options The reportscheduler process allows you to monitor and control report scheduling and queues from the command line. Syntax reportscheduler -command -cancelall Cancels all reports that have not been completed, including queued and running reports Example reportscheduler -cancelall © Copyright IBM Corp. 1996, 2011 203 -help Lists all the available options for the reportscheduler. Example reportscheduler -help -list Lists all reports in the queue. Example reportscheduler -list -start Starts the reportscheduler. Example reportscheduler -start -stop Stops the reportscheduler. Example Stops the reportscheduler. About database sessions If you are using an Oracle or DB2 database you can specify certain database parameters that are used each time connects to your database. Setting this option can aid in tuning the performance of your database under certain limited circumstances. In general, the default values for this option should not be changed without consulting IBM technical support. About custom log file formats NetInsight automatically recognizes most log formats. For example, it can read IIS Standard/Extended, NCSA Common/Combined, Netscape Flexible, and W3C Extended formats, among others. However, some log files are in a nonstandard format that NetInsight cannot read by default. If your log files are in a nonstandard format, you can specify the log format manually so that NetInsight can read the log files. About environment variables You can specify the environment variables that are needed for to work properly with your setup. For example, you could use the time zone variable to change the times in your reports to GMT. The environment variables you specify are in effect for the life of the process. 204 IBM Unica NetInsight: Administrator's Guide About NetInsight email options NetInsight can email reports to users. To enable this functionality, you must provide the information NetInsight needs to send messages: v Mail server (SMTP). The host name or IP address of your mail server. v Mail server port. The port on which your mail server is installed. The default value is 25. v From address. The email address from which all reports are emailed. Any email messages that are returned as undeliverable are returned to this address. v Administrator's address. The email addresses of the people who should be notified when NetInsight encounters an error. Separate multiple addresses by commas. About locale options Locale options include the following settings: v Display time as. You select whether you want NetInsight to display times using the 12-hour clock or the 24-hour clock. v Display date as. You select the date format you want NetInsight to use. The date and time settings primarily affect the footer on the Profile Manager pages. v Character set. You select the character set that NetInsight uses to display text in the Profile Manager. v Language. You select the language that NetInsight uses to display text. The languages available depend on which Language Packs you have installed. About IBM options When deployed as part of the IBM Unica Marketing suite, NetInsight must make a connection to the Marketing Platform. You specify the Marketing Platform URL during installation. If necessary, after installation you can change this value in the NetInsight administrative options. About DNS options Any application that resolves host names needs to know the address of a DNS server. Usually, NetInsight can retrieve the address automatically. However, sometimes this information is impossible to retrieve on some systems and must be entered manually. Number of IP Addresses to resolve at one time When NetInsight resolves host names in your log files, a number of requests for host name resolution can be pending at once. You can change how many pending requests are allowed. Because each pending request uses both memory and network resources, lowering this value can lower NetInsight memory use and network resource use when NetInsight is set to resolve host names. In general, you should not alter the number without consulting technical support. Time to allow for a reverse DNS lookup By default, when NetInsight performs reverse DNS lookups (to resolve host names), it stops a lookup if it has not been completed after 3 seconds. For users with slower connections, a 3-second timeout may result in some reverse DNS Chapter 16. Configuring IBM Unica NetInsight options 205 lookups being stopped prematurely. This results in less than accurate sessionization, particularly when dealing with hosts that should be affected by host grouping. However, you can increase the number of seconds you want NetInsight to wait before stopping a DNS lookup. How many times to retry a DNS lookup By default, when resolving host names, NetInsight makes four retries to resolve a given IP address. However, sometimes the DNS lookup process stops because it times out, resulting in an IP address never being resolved even though resolution may be possible. You can increase the number of times that NetInsight should try to resolve a host name. (There is always one attempt; if it fails, it is retried a specified number times.) How many times to retry a DNS lookup If you use a proxy server for Web access, there are some additional settings you need to enter before NetInsight can “About resolving page titles” on page 183. About proxy servers If you use a proxy server for Web access, you must configure NetInsight to use the proxy server in order to resolve page titles. About authentication options You can set up user authentication in these ways: v Internal database. Users are authenticated through NetInsight v Marketing Platform. Users are authenticated through the Marketing Platform. v External database. The LDAP data conduit is used to verify that the user name and password the user enters are valid. v Web server. Users are verified by the password protection built into the Web server. Therefore, the user does not need to enter an user name and password to log in. While using LDAP or Web server authentication directly is available, the best practice is to integrate your LDAP or Web server users through the Marketing Platform, and select Marketing Platform authentication. Note: Regardless of the authentication method you select, you must create users in the internal user database with the same user names as assigned in the Marketing Platform, LDAP, or the Web server, so that you can associate them with roles and views for particular profiles. About Marketing Platform authentication When NetInsight uses the Marketing Platform for authentication, you must manually enter users in both the Marketing Platform and NetInsight. These user names must match exactly, and are case-sensitive. You enter passwords only in the Marketing Platform. Note: In the Marketing Platform, there is an application access object called NetInsight. This setting is currently ignored by NetInsight. User access to NetInsight is not controlled by the Marketing Platform's application access feature. Instead, all authorization functions are performed within NetInsight. After authenticating with the Marketing Platform, if the same user name exists in 206 IBM Unica NetInsight: Administrator's Guide NetInsight's internal database, then the user is allowed access to NetInsight based on the assigned role and permissions. When users first log into NetInsight and are authenticated against the Marketing Platform, they must change their passwords. Users cannot change their passwords through NetInsight; they must open the Marketing Platform, log in, and change their passwords. Disabling and Deleting IBM Users If a user's browser has cookies set never to expire, and you disable or delete that user in the Marketing Platform, the user is still able to log in to NetInsight. As a best practice, perform the following: 1. Require NetInsight users to set cookies to expire every time the browser closes. 2. Delete NetInsight users when they are disabled or deleted in the Marketing Platform. About restricting access to the Profile Manager As necessary, you can restrict access to the Profile Manager. Important: If you do not restrict access, the Profile Manager is available to both authenticated and unauthenticated users. For security reasons, the best practice is to restrict access to the Profile Manager. You use the Profile Manager to view, create, edit, and remove profiles, as well as set administrative options, such as defining user roles and privileges. When you select to restrict access to the Profile Manager, only users whose default role includes the Administrator: Administration: Profile Manager privilege are able to view the Profile Manager. If users are based on a role that does not include this privilege, or if they are not logged in, they are redirected to the NetInsight Homepage. You determine whether to restrict access to the Profile Manager when you set the authentication method. About roles A role is a collection of privileges. Roles control which icons and options appear to users. For example, if the role does not include the Interface : Icon : Export privilege, the Export icon is not displayed in the toolbar. You do not need to use roles. However, roles are useful in restricting access to certain features. Note: While roles hide certain features by not including links to those pages in the interface, a motivated user can still access those pages through a Web browser by directly typing in the appropriate URL. To prevent access to such pages, use your Web server's security features. Several roles are defined by default. You can modify these as well as create new roles. Chapter 16. Configuring IBM Unica NetInsight options 207 About user managers User managers are users who have been granted access to the Users: Authentication, Users: Roles, and Users: Users screens of the administrative options. This access is granted through the default role assigned to a user account. There are two types of user managers: v Users with the system-supplied User Manager role. v Users with locally-created roles that have the Administrator : Administration : User Manager privilege. Using the system-supplied User Manager role The system-suppled User Manager role is intended to support the needs of installations that require complete separation of user maintenance and authentication from other administrative tasks. When this feature is enabled, only users with the User Manager role can edit user authentication settings and create and manage user accounts and roles. Users with other roles cannot access these security features, and a user with the User Manager role cannot access any other system functionality. To enable this feature: 1. Add or edit the user accounts of the people designated to control user authentication and system access. On the User description screen, use the Default role list to select User Manager. 2. On the Authentication options screen of the administrative options, check the Use exclusive user management account check box. Note: At least one user account must have the User Manager role before you set the Use exclusive user management account option. If you do not designate a User Manager, your installation will no longer be able to edit user authentication settings or create and manage user accounts and roles. If you do not check the Use exclusive user management account check box, users with the system-supplied User Manager role can access limited additional functionality, and any user with a role that provides the Administrator : Administration : User Manager privilege can manage user accounts and authentication. As a result, the security requirements at your installation may not be satisfied. Use of the system-supplied User Manager role is optional. You can create a role locally with the Administrator : Administration : User Manager privilege, and other privileges as needed, to manage user accounts. Using a locally-created user manager role If the security requirements of your installation do not specify exclusive control over user authentication and system access, you can create a user manager role and select its privileges locally. To provide access to the Users: Authentication, Users: Roles, and Users: Users administrative options, a role must include the Administrator : Administration : User Manager privilege. When assigned, a locally created role with this privilege provides non-exclusive access to these administrative options. See “To create a user manager role” on page 218. The supplied User Manager role cannot be edited or deleted. While it is possible to set up another role with the same title, the use of unique identifying titles for each role is recommended. 208 IBM Unica NetInsight: Administrator's Guide Note: If you use a locally-created role to manage user accounts, do not check the Use exclusive user management account check box on the User description screen. About user configuration You can assign each user a role, a default view, and a default reporting mode for each profile. You can also assign a default role and reporting mode to be used for all profiles for which a specific role and reporting mode are not defined for the user. You can prohibit a user from accessing specific profiles through the NetInsight interface. To specify database sessions This task is applicable if you are using an Oracle or DB2 database. 1. Open the administration home page by clicking on the Administration icon ( ). 2. Click the Options tab. 3. In the Options panel, select Main > Advanced. The Advanced options screen opens. 4. In the Database session options field, enter the parameters that NetInsight should use when connecting to the database. For example, if you are using Oracle, you can enter the follow code to produce a trace file for each report, to aid in troubleshooting problems: SQL_TRACE=TRUE 5. Click Save Options, then click Continue. To define a custom log file format 1. 2. 3. 4. 5. 6. 7. On the toolbar, click the Administration icon. Click the Options tab. In the Options panel, select Main > Custom Log Formats. Click Add. Enter a name for the log file format. Enter the log file format. Click Save Options. After you specify a custom log format, it appears in the Format of log file(s) list when you add or edit log files. Custom log formats cannot be automatically detected, so you must specify the format for each log file that uses it. To add an environment variable 1. Open the administration home page by clicking on the Administration icon ( ). 2. Click the Options tab. 3. In the Options panel, select Main > Environment Variables. The Environment variables to be defined screen opens. 4. Click Add. The Environment variables definition screen opens. 5. Enter a value in the Name of variable field. Chapter 16. Configuring IBM Unica NetInsight options 209 6. Enter a value in the Value of variable field. 7. Click Save Options, then click Continue. The environment variables is now available for use. To edit an environment variable 1. Open the administration home page by clicking on the Administration icon ( ). 2. Click the Options tab. 3. In the Options panel, select Main > Environment Variables. The Environment variables to be defined screen opens. 4. Select the environment variable to edit. 5. Click Edit. The Environment variables definition screen opens. 6. Modify the value in the Name of variable field as necessary. 7. Modify the value in the Value of variable field as necessary. 8. Click Save Options, then click Continue. The environment variable is now edited and available for use. To delete an environment variable 1. Open the administration home page by clicking on the Administration icon ( ). 2. Click the Options tab. 3. In the Options panel, select Main > GEnvironment Variables. The Environment variables to be defined screen opens. 4. Select the environment variable to delete. Important: There is no chance to reverse your decision after the next step. Proceed with caution. 5. Click Delete. 6. Click Continue. The environment variable is deleted. To change the time format You can modify how NetInsight displays time, to use either the 12- or 24-hour format. 1. Open the administration home page by clicking on the Administration icon ( ). 2. Click the Options tab. 3. In the Options panel, select Main > Locale. The Locale Options screen opens. 4. In the Display time as drop-down list, select the format to use. You can select: 210 IBM Unica NetInsight: Administrator's Guide v 12 hour clock v 24 hour clock 5. Click Save Options, then click Continue. Changes to the time format are saved and take effect immediately. To change the date format 1. Open the administration home page by clicking on the Administration icon ( ). 2. Click the Options tab. 3. In the Options panel, select Main > Locale. The Locale Options screen opens. 4. In the Display date as drop-down list, select the format to use. You can select: v mm/dd/yyyy (the default) v dd/mm/yyyy v yyyy/mm/dd 5. Click Save Options, then click Continue. Changes to the date format are saved and take effect immediately. To change the character set You can modify the character set uses. However, you should not modify this setting after you have started using . 1. Open the administration home page by clicking on the Administration icon ( ). 2. Click the Options tab. 3. In the Options panel, select Main > Locale. The Locale Options screen opens. 4. In the Character drop-down list, select the character set to use. 5. Click Save Options, then click Continue. To change the language used You must install the language pack for the language you want to use prior to modifying the language setting in NetInsight. 1. Open the administration home page by clicking on the Administration icon ( ). 2. Click the Options tab. 3. In the Options panel, select Main > Locale. The Locale Options screen opens. 4. In the Language drop-down list, select the language to use. 5. Click Save Options, then click Continue. Chapter 16. Configuring IBM Unica NetInsight options 211 If you change the language, for the complete translated interface to appear, you must use the command line option admin -regen. Inbox options Use the following options to configure the Inbox for your NetInsight installation. Option Description Max Running Reports Per User The maximum number of reports with the status Running that a user can have. The default is 5. A value of 0 means there is no limit. Global Max Running The maximum number of reports with the status Running that can be in the system, regardless of which user requested them. The default is 200. A value of 0 means there is no limit. Completed Reports Stored per User The maximum number of reports with a status of Canceled by Admin, Completed, or Failed that a user is allowed to retain in the Inbox. The default is 100. When this limit is reached, NetInsight deletes reports. Run Queued Reports Clearing this checkbox turns off report generation. Any reports waiting to be generated and any new report requests will stay in the queue until this option is enabled. Typically you would clear this checkbox only if you were performing maintenance on your system. To modify IBM options IBM options include the complete URL for Marketing Platform, which you set during installation. You can change IBM options through the interface, as described below. 1. Open the administration home page by clicking on the Administration icon ( ). 2. Click the Options tab. 3. In the Options panel, under Network, click IBM. The IBM Options screen opens. 4. Edit the Marketing Platform URL as needed. Note: If you enter the incorrect Marketing Platform URL, users are not able to log in. The error message states that the login failed, but does not specify that Marketing Platform was not reachable. 5. Click Save Options, then click Continue. Changes to the IBM options are saved. To specify DNS options 1. Open the administration home page by clicking on the Administration icon ( ). 2. Click the Options tab. 3. In the Options panel, select Network > DNS. The DNS Options screen opens. 4. In the DNS server address field, enter the host name or IP address of a DNS server. 212 IBM Unica NetInsight: Administrator's Guide 5. In the Maximum simultaneous DNS requests field, enter the number of IP addresses NetInsight should attempt to resolve at once. The default is 2000. 6. In the Reverse DNS timeout field, enter the number of seconds you want NetInsight to wait before stopping a DNS lookup (to resolve host names). The slower your connection, the larger your timeout setting should be. Enter a number from 2 to 120. The default is 3. 7. In the Reverse DNS retries field, enter the number of times that NetInsight should try to resolve a given IP address. Enter a number from 0 to 100. The default is 4. 8. Click Save Options and then click Continue. To modify NetInsight email options You can modify the email options NetInsight uses to email reports to users. You can set these options during installation, or change them through the administrator interface, as described below. 1. Open the administration home page by clicking on the Administration icon ( ). 2. Click the Options tab. 3. In the Options panel, select Network > Email. The Email Options screen opens. 4. Edit the email options as needed. a. In the Mail server (SMTP) field, enter the name of a valid SMTP email server to deliver emailed reports. b. Enter a valid port number in the Mail Server Port field (the default port for SMTP is port 25). c. Enter a valid email address in the From address field. Any undeliverable reports are returned here by default. Note: This address can be overridden in configured email tasks. d. Enter a valid email address in the Administrator's address field. Any errors are reported to this address. 5. Click Save Options, then click Continue. Changes to the email options are saved and take effect immediately. To specify the internal database as the authentication method You can choose to use the internal database as the authentication method for users. 1. Open the administration home page by clicking on the Administration icon ( ). 2. Click the Options tab. 3. In the Options panel, select Users > Authentication. The Authentication options screen opens. 4. In the Authenticate using list, select Internal database. 5. In the Logins expire list, select how you want users to be logged out. Chapter 16. Configuring IBM Unica NetInsight options 213 v To have authenticated users stay logged on until they manually log out, select Never. v To have users' logins expire when their browsers close, select When the browser is closed. 6. Set password requirements as needed. v Enter the Minimum length for user's passwords. v Enter the Minimum number of numeric characters for user's passwords. v Enter the Minimum number of uppercase or special characters for user's passwords. 7. Optionally, to prevent users not based on a role with the Administrator: Administration: Profile Manager privilege from access the Profile Manager, check Restrict Access to Profile Manager. Note: For security reasons, the best practice is to check this option. 8. Click Save Options, then click Continue. To specify the Marketing Platform as the authentication method 1. Open the administration home page by clicking on the Administration icon ( ). 2. Click the Options tab. 3. In the Options panel, select Users > Authentication. The Authentication options screen opens. 4. In the Authenticate using list, select Marketing Platform. 5. In the Logins expire list, select how you want users to be logged out. v To have authenticated users stay logged on until they manually log out, select Never. v To have users' logins expire when their browsers close, select When the browser is closed. This is the more secure option and is the best practice. 6. Optionally, to prevent users not based on a role with the Administrator: Administration: Profile Manager privilege from accessing the Profile Manager, check Restrict Access to Profile Manager. Note: If you do not restrict access to the Profile Manager, it is available to both authenticated and unauthenticated users. For security reasons, the best practice is to restrict access to the profile manager. 7. Click Save Options, then click Continue. You can now create users in NetInsight and Marketing Platform. To specify LDAP as the authentication method To use LDAP for authentication, you must set up the LDAP data conduit. You can choose to use LDAP as the authentication method for users. Note: As a best practice, use the Marketing Platform as the authentication method. 1. Open the administration home page by clicking on the Administration icon ( ). 214 IBM Unica NetInsight: Administrator's Guide 2. Click the Options tab. 3. In the Options panel, select Users > Authentication. The Authentication options screen opens. 4. In the Authenticate using list, select External database. Fields in which to identify the data conduit appear on the screen. 5. In the Logins expire list, select how you want users to be logged out. v To have authenticated users stay logged in until they manually log out, select Never. v To have users' logins expire when their browsers close, select When the browser is closed. This is the more secure option and is the best practice. 6. In the Full path to conduit field, enter the full path (including the filename) to the .dll (Windows) or .so (UNIX) file for the conduit. 7. In the Full path to conduit config field, enter the full path (including the filename) to the configuration file for the conduit. 8. Optionally, to prevent users not based on a role with the Administrator: Administration: Profile Manager privilege from access the Profile Manager, check Restrict Access to Profile Manager. Note: For security reasons, the best practice is to check this option. 9. Click Save Options, then click Continue. To specify the Web Server as the authentication method You can choose to use the Web server as the authentication method for users. Note: Marketing Platform is the best practice authentication method. 1. Open the administration home page by clicking on the Administration icon ( 2. 3. 4. 5. 6. 7. ). Click the Options tab. In the Options panel, select Users > Authentication. The Authentication options screen opens. In the Authenticate using list, select Web server. Fields in which to identify the data conduit appear on the screen. In the Full path to conduit field, enter the full path (including the filename) to the .dll (Windows) or .so (UNIX) file for the conduit. In the Full path to conduit config field, enter the full path (including the filename) to the configuration file for the conduit. Optionally, to prevent users not based on a role with the Administrator: Administration: Profile Manager privilege from access the Profile Manager, check Restrict Access to Profile Manager. Note: For security reasons, the best practice is to check this option. 8. Click Save Options, then click Continue. To create a role When you first create a role, that role has no privileges associated with it. Chapter 16. Configuring IBM Unica NetInsight options 215 If you want to create a role that shares many of the same privileges as an existing role, you can copy the existing role. You can then change only those privileges for the new role that must be different. 1. Open the administration home page by clicking on the Administration icon ( ). 2. Click the Options tab. 3. In the Options panel, under Users, click Roles. The Role definitions screen opens. 4. Click Add. The Role description screen opens. 5. Enter the name and title of the role. 6. Set the options you want for this role. 7. Click Save Options, then click Continue. After you create a new role, you must assign it privileges. Role options The following options are available on the Role description page. Option Description Name of role (one The name NetInsight uses internally for the role. word) Title of role The name for the role that is displayed in the user interface. Administrator only For installations that use a locally created user manager role, select this option to prevent user managers from adding or editing user accounts associated with this role. If the Administrator only setting: v Is selected, the user managers can create other user managers. They can also change the role assigned for their own accounts. Typically, you would want to enable this setting for all roles with administration privileges. You may also want to enable it for certain non-administration roles. For example, if your company has site-specific roles (for example, "Boston Average User," "Paris Average User") you may want to create user managers that can only create and edit users for a specific site. v Is not selected, the user managers cannot create other user managers or change the role assigned for their own accounts. See “To create a user manager role” on page 218. Inbox Priority The priority determines which reports run first when the number of requested reports in the system exceeds the number of reports that can be generated simultaneously. Possible values are Low, Normal, High, and Highest. Do not assign Highest to roles that are assigned to many users. As a best practice, create a new user role for executives and using Highest for this executive role and administrative roles only. Override Global Inbox Settings 216 By default, every user's Inbox settings are controlled by the system-wide settings. Select this option to provide different Inbox configuration settings for the users with this role. IBM Unica NetInsight: Administrator's Guide Option Description Max Running Reports Per User The maximum number of reports with the status Running that a user can have. A value of 0 means there is no limit. IBM strongly encourages you to set a limit. Max Stored Reports Per User The maximum number of reports with a status of Canceled by Admin, Completed, or Failed that a user is allowed to retain in the Inbox. When this limit is reached, NetInsight deletes reports, starting with the oldest reports. To copy a role When you copy a role, its defined privileges are copied into the new role. Therefore, when you want to create a new role that is to have most, but not all, of the same privileges, you can copy a role and makes changes to its assigned privileges. 1. Open the administration home page by clicking on the Administration icon ( ). 2. Click the Options tab. 3. In the Options panel, select Users > Roles. The Role definitions screen opens. 4. Select the role that you want to copy. 5. Click Copy. 6. 7. 8. 9. The Role description screen opens. Enter a new, unique name in the Role name field. Edit the value in the Title of role field. Make any other changes to the role options you want. Click Save Options, then click Continue. To assign or edit privileges for a role The privileges you assign to a role control what users based on that role see in the Web interface. 1. Open the administration home page by clicking on the Administration icon ( ). 2. Click the Options tab. 3. In the Options panel, select Users > Roles. The Role definitions screen opens. 4. Select the role for which you want to assign or edit privileges. 5. Click Privileges. The Privileges granted to role screen opens. 6. Modify privileges as needed. Privileges already associated with the role are in the Granted privileges list. Privileges in the system that are not associated with the role are in the Available privileges list. Select list items and use the arrow keys to move them between lists as necessary. Chapter 16. Configuring IBM Unica NetInsight options 217 7. Click Save Options, then click Continue. To edit a role You can change any role option except the name. (The name is used only internally.) To change how the role appears in lists of roles, edit the title. 1. Open the administration home page by clicking on the Administration icon ( ). 2. Click the Options tab. 3. In the Options panel, under Users, click Roles. The Role definitions screen opens. 4. Select the role that you want to edit. 5. Click Edit. The Role description screen opens. 6. Edit the options you want to change for this role. 7. Click Save Options, then click Continue. To delete a role When you delete a role that is associated with users, those users are then not associated with any role. Note: When you delete a role, there is no confirmation step before the role is removed. Be sure that you want to delete the role before proceeding. 1. Open the administration home page by clicking on the Administration icon ( ). 2. Click the Options tab. 3. In the Options panel, under Users, click Roles. The Role definitions screen opens. 4. Select the role that you want to delete. 5. Click Delete. The role is deleted. 6. Click Continue. To create a user manager role The procedure for creating a role locally to provide non-exclusive access to the Users: Authentication, Users: Roles, and Users: Users administrative options, along with limited access to other features, follows. For information about the system-supplied User Manager role, see “Using the system-supplied User Manager role” on page 208. 1. Ensure that Restrict access to Profile Manager has been enabled for your installation. 2. Create a role for user managers. When creating the role: v Enter a unique identifier as the Title of role. Do not reuse the title for the system-supplied User Manager role for any other role. 218 IBM Unica NetInsight: Administrator's Guide v To prevent user managers from creating or editing other user managers, check Administrator only. v Assign the Administrator : Administration : User Manager privilege to the role, along with whatever other interface, options, and removal privileges you want. Do not assign the Administration : Administration : Profile Manager privilege to the role as it gives full administration privileges. 3. For each role that you do not want user managers to be able to edit, ensure that the Administrator only setting is selected. This setting makes the role (and its associated user accounts) exempt from editing by user managers. Note: Typically you would want to enable this setting for all roles with administration privileges. You may also want to enable it for certain non-administration roles. For example, if your company has site-specific roles (for example, "Boston Average User," "Paris Average User") you may want to create user managers that can only create and edit users for a specific site. 4. Assign the user manager role to users. To create a user When you create a user, you base the user's privileges on a role. You can use the roles delivered with NetInsight or create custom roles. Note: If you are using the Marketing Platform for authentication, the User name you enter must match the user name created in the Marketing Platform 1. Open the administration home page by clicking on the Administration icon ( ). 2. Click the Options tab. 3. Under Options, select Users > Users. The NetInsight users screen opens. 4. Click Add. The User description screen opens. 5. Fill in the user information. Note the following: v The User name value is case-insensitive. v The Full name value appears in the welcome message located in the upper-right corner of the NetInsight home page. The Full name, Email address, and Password fields only appear if NetInsight is configured to authenticate users through its internal database. If NetInsight is configured to authenticate users through the Marketing Platform, an external database or a Web server, you do not enter this information. v The Default role list contains all the defined roles. The default role you specify controls the interface for all profiles except those in which a specific role has been specified for this user or the default role for the profile is (No Access). It also controls whether the user has the right to change the password or the default view for each profile, among other privileges. v Chapter 16. Configuring IBM Unica NetInsight options 219 v The Default reporting mode list contains two options: Full and Sample. The default mode you specify controls the reporting mode for all profiles except those in which a specific default reporting mode has been specified for this user. 6. Click Save Options, then click Continue. If you are using the Marketing Platform for authentication, you must now create users in the Marketing Platform with the same user names you entered in NetInsight. Note: When users first log into NetInsight and are authenticated against the Marketing Platform, they must change their passwords. Users cannot change their passwords through NetInsight; they must open the Marketing Platform, log in, and change their passwords. After you create a user account, instruct the user to log on to his or her NetInsight home page at http://NetInsight_URL/index.html. To modify a user Follow these instructions to modify a user's full name, email address, password, default role, and default reporting mode. 1. Open the administration home page by clicking on the Administration icon ( ). 2. Click the Options tab. 3. Under Options, select Users > Users. The NetInsight users screen opens. 4. Select the user to edit. 5. Click Edit. The User description screen opens. 6. Fill in the user information. Note the following: v The Full name value appears in the welcome message located in the upper-right corner of the NetInsight home page. v The Full name, Email address, and Password fields appear only if NetInsight is configured to authenticate users through its internal database. If NetInsight is configured to authenticate users through Marketing Platform, an external database or a Web server, you do not enter this information. v The Default role list contains all the defined roles. The default role you specify controls the interface for all profiles except those in which a specific role has been specified for this user or the default role for the profile is (No Access). It also controls whether the user has the right to change the password or the default view for each profile, among other privileges. v The Default reporting mode list contains two options: Full and Sample. The default mode you specify controls the reporting mode for all profiles except those in which a specific default reporting mode has been specified for this user. 7. Click Save Options, then click Continue. 220 IBM Unica NetInsight: Administrator's Guide To specify a user's profile settings 1. Open the administration home page by clicking on the Administration icon ( ). 2. Click the Options tab. 3. Under Options, select Users > Users. The NetInsight users screen opens. 4. Select the user for whom you want to specify profiles and click Profiles. All of your profiles are listed. Those for which a default role or view has been specified for this user are listed first and have an asterisk next to them. 5. Select the profile for which you want to edit settings for this user and click Continue. 6. As desired, set the user's role, default view, and default reporting view for this profile. v For role: Select (None) to not define a role. NetInsight uses the user's default role (if defined) or the profile's default role (if defined), in that order. If neither is defined, the user will be able to access the profile with all privileges. Select (No Access) to prevent this user from accessing this profile. v For default view: Select (None) to allow the user to use the default view specified in the profile options, if any. v For default reporting mode, select the mode you want to be the default for this user in this profile. This does not prevent the user from changing to a different reporting mode. It determines the reporting mode when the user first accesses the profile. 7. Click Save Options, then click Continue. To delete a user 1. Open the administration home page by clicking on the Administration icon ( ). 2. Click the Options tab. 3. Under Options, select Users > Users. The NetInsight users screen opens. 4. Select the user to delete. 5. Click Delete. The user is permanently deleted from the internal database and that user can no longer access NetInsight, even if the user account still exists within Marketing Platform. Note: If your installation uses the system-supplied User Manager role to provide exclusive control over user management, and you delete the only user that has User Manager as the Default role, the system automatically resets theUse exclusive user management account authentication option. . Tracking changes to user accounts NetInsight generates a daily log of changes to user accounts. The useraudit log records account additions, deletions, and edits, such as changes to user roles, privileges, profiles, and passwords. This log is stored in the <NetInsight_home>/ Chapter 16. Configuring IBM Unica NetInsight options 221 data/admin/logging directory in the format useraudit_yyyymmdd.log. Entries to the log are recorded on a single line; fields are delimited using the character combination ~|~ (tilde pipe tilde). The following information is recorded in the useraudit log: Field Description EVENT_DATE The date the event occurred in the application (system date). EVENT_TIME The time the event occurred in the application (HH:MM:SS, system time). EVENT_ID A unique number identifying this type of event. All events of the same event type are assigned the same event ID. OLD_VALUE The old value before an update or delete operation on a table entry. For a new data entry, OLD_VALUE is set to N/A. If an insert/update/delete action involves multiple data elements, the results of the changes are logged separately (that is, one event for each data element). NEW_VALUE The new value after an insert or update operation on a table entry. For a delete, NEW_VALUE is set to N/A. If an insert/update/delete action involves multiple data elements, the results of changes are logged separately (that is, one event for each data element). ACTION_USER User who triggered the event. USER_ROLE The role assigned to the user who triggered the event. TARGET_OF_ ACTION The name of the user, group, or entity targeted by the event. EVENT_ DESCRIPTION Description of the event. For example, "User account created", or "User account password change". There is a unique event description for each EVENT_ID. SUCCESS_FLAG Y or N flag showing the result of the event. Y confirms the event was successful; N indicates failure. N/A This field is currently not used. IP_ADDRESS The IP address of the user who triggered the event. APP_NAME Name of the application in which the event was performed. About profile views A profile view is a set of lists: v Dimension list v Metric list v Filter list v Report list You can create profile views to make it more convenient for users who want to view only a subset of, or to provide convenient access to, customized dimensions, filters, metrics, and reports. Views also allow you to group the dimensions, filters, metrics, and reports into folders that may be more intuitive or convenient for your users. You can combine profile views with user authentication to block some users from viewing some reports. 222 IBM Unica NetInsight: Administrator's Guide A default profile view is automatically generated when a profile is created and initially contains all available dimensions, filters, metrics, and reports. Note: Before you create a profile view, you need to create the dimension list, filter list, metric list, and report list you want to use in the profile and populate those lists with the desired dimensions, filters, metrics, and reports. About dimension lists If you need to customize the list of dimensions available to users working with the profile, you can use a dimension list. A dimension list appears in the Discovery Panel and in the Drill to Dimension pop-up menu. The default dimension list contains all possible dimensions. You can create other dimension lists and assign them to views. Each view can contain one dimension list. Setting up different views with different dimension lists can provide easier access to the relevant data for different users/roles. For example, it may be easier for a campaign designer to use visual selection for targeting with a subset of available dimensions. About filter lists If you need to customize the list of filters available to users working with an profile, you can use a filter list. A filter list appears on the Discovery Panel. The default filter list contains all possible filters. You can create other filter lists and assign them to views. Each view can contain one filter list. Setting up different views with different filter lists can provide easier access to the relevant filters for different users/roles. For example, sales representatives in the Northeast could have custom filter groups that narrow the prospects to their particular region and sub-regions. Sales representatives in the Southeast would have a different set of filters pertinent to their geography. About metric lists If you need to customize the list of metrics available to users working with the profile, you can use a metric list. A metric list appears on the Discovery Panel. The default metric list contains all possible metrics. You can create other metric lists and assign them to views. Each view can contain one metric list. For example, you could create a metric list for power users that contains all possible metrics and a simplified metric list for other users that eliminate uncommon metrics (for example, removing min and max purchases, but leaving sum and average purchase metrics). About the profile default role, view, and reporting mode You can change the default role, default view, and default reporting mode for a profile. (The initial values are specified using the system-wide default role, view, and reporting mode settings specified by your administrator for profiles of this type.) The default role, view, and reporting mode are used for all users who do not have an explicit role, default view, or reporting mode specified in the administrative options. The default role, view, and reporting mode also affect users who have not logged on before accessing the profile. Administrators can also set the default role, view, and reporting mode to apply to each new profile users create. Note: If you specify the default role of (No Access) for the profile, it is used for all users who do not have a role for this profile specifically assigned in the profile settings for the user. The user's default role is not used. Select (No Access) to limit Chapter 16. Configuring IBM Unica NetInsight options 223 access to this profile to those users who have a role for this profile specified in the administrative options and who are logged on. Users must log on to access the profile. If you select Sample as the default reporting mode and a sample size has not been specified for the profile, NetInsight uses the Full reporting mode. If a user does not have permission to view full reports, the user sees an error when no sample size is specified. About role default view settings You can assign each role a default view for each profile. The default view is for users who have that role for the profile, but who do not have an assigned default view for the profile. To create a profile view Before you create a profile view, you need to create the dimension list, filter list, metric list, and report list you want to use. 1. While working with the profile, click Options. 2. In the left panel, under Interface, click Views. The View definitions screen opens. 3. Click Add. The View description screen opens. 4. In the Name of view (one word) field, enter a name for the view. The name is used both internally and as a shortcut to access the view directly from a browser. You may use only alphanumeric characters and hyphens, and the first character must be a letter. Once the view is created, you cannot change the name. 5. In the Title of view field, enter a title for the view. The title appears in the list of views. 6. From the Time period list, select the time period to be used by the calendar when you first open NetInsight. 7. From the Report list list, select the report list to use for the view. 8. From the Dimension list list, select the dimension list to use for the view. 9. From the Filter list list, select the filter list to use for the view. 10. From the Metric list list, select the metric list to use for the view. 11. Click Save Options, then click Continue. To edit a profile view 1. While working with the profile, click Options. 2. In the left panel, under Interface, click Views. The View definitions screen opens. 3. Select the view to edit. 4. Click Edit. The View description screen opens. 5. In the Title of view field, enter a title for the view. The title appears in the list of views. 224 IBM Unica NetInsight: Administrator's Guide 6. From the Time period list, select the time period to be used by the calendar when you first open NetInsight. 7. From the Report list list, select the report list to use for the view. 8. From the Dimension list list, select the dimension list to use for the view. 9. From the Filter list list, select the filter list to use for the view. 10. From the Metric list list, select the metric list to use for the view. 11. Click Save Options, then click Continue. To copy a profile view You can copy an existing profile view to create a new one. This may save time as all settings are copied to the new view. 1. While working with the profile, click Options. 2. In the left panel, under Interface, click Views. The View definitions screen opens. 3. Select the view to copy. 4. Click Copy. The View description screen opens. 5. In the Title of view field, enter a title for the view. The title appears in the list of views. 6. From the Time period list, select the time period to be used by the calendar when you first open NetInsight. 7. From the Report list list, select the report list to use for the view. 8. 9. 10. 11. From the Dimension list list, select the dimension list to use for the view. From the Filter list list, select the filter list to use for the view. From the Metric list list, select the metric list to use for the view. Click Save Options, then click Continue. To delete a profile view 1. While working with the profile, click Options. 2. In the left panel, under Interface, click Views. The View definitions screen opens. 3. Select the view to delete. 4. Click Delete. 5. Click Continue. To change to another profile view If a profile contains multiple views and if you have permission to change your view, you can change views from within the application interface. For example, you can change from the complete profile view (a predefined view that contains all available dimensions, filters, metrics, and reports) to a view that contains a subset of available dimensions, filters, metrics, and reports. 1. While working with the profile, click the Reportstab. 2. In the Available Reports panel title bar, click the Change View icon. A list of available views appears. 3. Click the view to change to. Chapter 16. Configuring IBM Unica NetInsight options 225 To return to the current view from the list of available views, click Close in the heading of the list. The list of available views closes and the current view does not change. About accessing a profile view through a URL Users can access each view defined in the profile options through a distinct URL: http://server-name/profile-name/view-name/index.html where server-name is the URL that was entered during installation, profile-name is the short profile name, and view-name is the name of the view (not the title). The ability to access a view through a URL is a convenient way for users to view the reports that are of the most interest to them. If an authenticated user who does not have the privilege for changing views attempts to access a view other than the user's default view (and the view the user is trying to access is not restricted by Web server security settings), the application cannot control attempts to access views which are restricted by Web server security settings. To set the default role, view, and reporting mode for a profile You must create the role and view to use as the default for a profile before completing the instructions below. If you want to use Sample as the default reporting mode, specify a sample size and generate the sample tables and reports. 1. While working with the profile, click Options. Or, if you are an administrator setting defaults for all new profiles users create, ). Select the Options tab, then from the click the Administration icon ( NetInsight options drop-down menu, select Edit Default Web Server Options. 2. In the left panel, under Interface, click Profile Defaults. The Profile defaults screen opens. 3. From the Default role list, select the role you want to be the default for the profile. The list contains all roles defined in the administrative options. Select (None) if there is no default role for the profile. If there is no default role, users who do not have a default role specified in the administrative options or who have not logged on before accessing the profile have all privileges for this profile. 4. From the Default view list, select the view you want to be the default view for this profile. The list contains all views defined in the profile. 5. From the Default reporting mode list, select the reporting mode you want to be the default for the profile. 6. Click Save Options, then click Continue. To set a new role default view You must create the view to set as the default for the role before completing this task. 1. While working with the profile, click Options. 226 IBM Unica NetInsight: Administrator's Guide 2. In the left panel, under Interface, click Role Defaults. The Default views for roles screen opens. 3. Click Add. The Default views for role screen opens. 4. From the Role list, select the role whose default view you want to set. The list contains all the roles that have been defined in the administrative options but that have not yet had a default view specified in this profile. 5. From the Default view list, select the view you want to be this role's default view for this profile. The list contains all the views that have been defined for this profile. 6. Click Save Options, then click Continue. To edit a role default view setting 1. While working with the profile, click Options. 2. In the left panel, under Interface, click Role Defaults. The Default views for roles screen opens. 3. Select the role default setting you want to edit. 4. Click Edit. The Default views for role screen opens. 5. From the Default view list, select the view you want to be this role's default view for this profile. The list contains all the views that have been defined for this profile. 6. Click Save Options, then click Continue. To delete a role default view setting 1. While working with the profile, click Options. 2. In the left panel, under Interface, click Role Defaults. The Default views for roles screen opens. 3. Select the role default setting you want to delete. 4. Click Delete. 5. Click Continue. To create a report list 1. While working with the profile, click Options. 2. In the left panel, under Interface, click Report Lists. The Report list definitions screen opens. 3. Click Add. The Report list description screen opens. 4. In the Name of report list field, enter the one-word name for the report list. The name is used internally. You may only use alphanumeric characters and hyphens, and the first character must be a letter. Once you have created the report list, you cannot change the name. 5. In the Title of report list field, enter a title for the list. The title appears as the heading of the report list in the left panel of the Reports tab and in the Discovery Panel. 6. Click Save Options, then click Continue. Chapter 16. Configuring IBM Unica NetInsight options 227 You must now create folders for the report list. To edit a report list 1. While working with the profile, click Options. 2. In the left panel, under Interface, click Report Lists. The Report list definition screen opens. 3. Select the report list to edit. 4. Click Edit. The Report list description screen opens. 5. In the Title of report list field, enter a title for the list. The title appears as the heading of the report list in the left panel of the Reports tab and in the Discovery Panel. 6. Click Save Options, then click Continue. You can now create folders for the report list. To copy a report list You can quickly create a new report list with the same folder and reports definitions as an existing report list by copying it. You can then edit the report list's folders. This may be quicker than creating a new report list. 1. While working with the profile, click Options. 2. In the left panel, under Interface, click Metric Lists. 3. 4. 5. 6. 7. The Report list definition screen opens. Select the report list to copy. Click Copy. The Report list description screen opens. In the Name of report list field, enter the one-word name for the report. The name is used internally. You may use only alphanumeric characters and hyphens, and the first character must be a letter. Once you have created the report list, you cannot change the name. In the Title of report list field, modify a title for the list as needed. The title appears as the heading of the report list in the left panel of the Reports tab and in the Discovery Panel. Click Save Options, then click Continue. You can now modify folders for the report list. To manage folders for a report list To modify folders immediately after creating a report list, start with step 5. Otherwise, start with step 1. 1. While working with the profile, click Options. 2. In the Options panel, select Interface > Report Lists. The Report list definition screen opens. 3. Select the report list for which to manage folders. 4. Click Folders. The Folder definitions screen opens. 228 IBM Unica NetInsight: Administrator's Guide 5. To a. b. c. d. add a folder to the report list: Click Add. In the Title of folder field, enter a title. Click Save Options, then click Continue. Continue with step 8 below. 6. To a. b. c. d. e. 7. To edit an existing folder name: Select the folder. Click Edit. In the Title of folder field, enter a title. Click Save Options, then click Continue. Continue with step 8 below. delete an existing folder: a. b. c. 8. To a. b. Select the folder. Click Delete. Click Continue. manage reports in the folder: Select the folder. Click Reports. c. Click Add to add a report. Then select a report from the Report source list, and optionally change the Report title field. Click Save Options, then click Continue. d. Select a report and click Delete to remove a report from the group. Then click Continue. e. Select a report and click Edit to modify the report. Then select a report from the Report source list, and optionally change the Report title field. Click Save Options, then click Continue. f. Click Save Options, then click Continue. 9. Click Back to Groups when finished modifying folders. To delete a report list If the report list is currently selected for a view, when you delete the report list, it is removed from the view. 1. While working with the profile, click Options. 2. In the Options panel, select Interface > Report Lists. The Report list definition screen opens. 3. Select the report list to delete. 4. Click Delete. 5. Click Continue. To create a dimension list 1. While working with the profile, click Options. 2. In the Options panel, select Interface > Dimension Lists. The Dimension list definition screen opens. 3. Click Add. The Dimension list description screen opens. Chapter 16. Configuring IBM Unica NetInsight options 229 4. In the Name of dimension list field, enter the one-word name for the dimension. The name is used internally. You may only use alphanumeric characters and hyphens, and the first character must be a letter. Once you have created the dimension list, you cannot change the name. 5. In the Title of dimension list field, enter a title for the list. The title appears in the list of dimension lists. The title also appears as the heading of the dimension list in the Discovery Panel. 6. Click Save Options, then click Continue. You can now create groups for the dimension list. To edit a dimension list 1. While working with the profile, click Options. 2. In the Options panel, select Interface > Dimension Lists. The Dimension list definition screen opens. 3. Select the dimension list to edit. 4. Click Edit. The Dimension list description screen opens. 5. In the Title of dimension list field, enter a title for the list. The title appears in the list of dimension lists. The title also appears as the heading of the dimension list in the Discovery Panel. 6. Click Save Options, then click Continue. You can now create groups for the dimension list. To copy a dimension list You can quickly create a new dimension list with the same group definitions as an existing dimension list by copying it. You can then edit the dimension list's groups. This may be quicker than creating a new dimension list. 1. While working with the profile, click Options. 2. In the Options panel, select Interface > Dimension Lists. The Dimension list definition screen opens. 3. Select the dimension list to copy. 4. Click Copy. The Dimension list description screen opens. 5. In the Name of dimension list field, enter the one-word name for the dimension. The name is used internally. You may only use alphanumeric characters and hyphens, and the first character must be a letter. Once you have created the dimension list, you cannot change the name. 6. In the Title of dimension list field, modify a title for the list as needed. The title appears in the list of dimension lists. The title also appears as the heading of the dimension list in the Discovery Panel. 7. Click Save Options, then click Continue. You can now modify groups for the dimension list. 230 IBM Unica NetInsight: Administrator's Guide To manage groups for a dimension list Groups organize the dimensions available within each dimension list. Groups appear as expandable folders of dimensions in the dimension list. Groups may not contain other groups. To modify groups immediately after creating a dimension list, start with step 5. Otherwise, start with step 1. 1. While working with the profile, click Options. 2. In the left panel, under Interface, click Dimension Lists. The Dimension list definition screen opens. 3. Select the dimension list to add groups to. 4. Click Groups. The Group definitions screen opens. 5. Add, edit, and delete groups as necessary. 6. To manage dimensions in the group: a. Select the group. b. Click Dimensions. c. Click Add to add a dimension. Then select a dimension from the Dimension source list, and optionally change the Dimension title field. Click Save Options, then click Continue. d. Select a dimension and click Delete to remove a dimension from the group. Then click Continue. e. Select a dimension and click Edit to modify the dimension. Then select a dimension from the Dimension source list, and optionally change the Dimension title field. Click Save Options, then click Continue. f. Click Save Options, then click Continue. 7. Click Back to Groups when finished modifying dimensions. To delete a dimension list If the dimension list is currently selected for a view, when you delete the dimension list, it is removed from the view. 1. While working with the profile, click Options. 2. In the Options panel, select Interface > Dimension Lists. The Dimension list definition screen opens. 3. Select the dimension list to delete. 4. Click Delete. 5. Click Continue. To create a filter list 1. While working with the profile, click Options. 2. In the Options panel, select Interface > Filter Lists. The Filter list definition screen opens. 3. Click Add. The Filter list description screen opens. 4. In the Name of filter list field, enter the one-word name for the filter. Chapter 16. Configuring IBM Unica NetInsight options 231 The name is used internally. You may only use alphanumeric characters and hyphens, and the first character must be a letter. Once you have created the filter list, you cannot change the name. 5. In the Title of filter list field, enter a title for the list. The title appears in the list of filters lists. The title also appears as the heading of the filter list in the Discovery Panel. 6. Click Save Options, then click Continue. You can now create groups for the filter list. To edit a filter list 1. While working with the profile, click Options. 2. In the left panel, under Interface, click Filter Lists. The Filter list definition screen opens. 3. Select the filter list to edit. 4. Click Edit. The Filter list description screen opens. 5. In the Title of filter list field, enter a title for the list. The title appears in the list of filter lists. The title also appears as the heading of the filter list in the Discovery Panel. 6. Click Save Options, then click Continue. You can now create groups for the filter list. To copy a filter list You can quickly create a new filter list with the same group definitions as an existing filter list by copying it. You can then edit the filter list's groups. This may be quicker than creating a new filter list. 1. While working with the profile, click Options. 2. In the Options panel, select Interface > Filter Lists. The Filter list definition screen opens. 3. Select the filter list to copy. 4. Click Copy. The Filter list description screen opens. 5. In the Name of filter list field, enter the one-word name for the filter. The name is used internally. You may only use alphanumeric characters and hyphens, and the first character must be a letter. Once you have created the filter list, you cannot change the name. 6. In the Title of filter list field, modify a title for the list as needed. The title appears in the list of filter lists. The title also appears as the heading of the filter list in the Discovery Panel. 7. Click Save Options, then click Continue. You can now modify groups for the filter list. 232 IBM Unica NetInsight: Administrator's Guide To manage groups for a filter list Groups organize the filters available within each filter list. Groups appear as expandable folders of filters in the filter list. Groups may not contain other groups. To modify groups immediately after creating a filter list, start with step 5. Otherwise, start with step 1. 1. While working with the profile, click Options. 2. In the left panel, under Interface, click Filter Lists. The Filter list definition screen opens. 3. Select the filter list for which to manage groups. 4. Click Groups. The Group definitions screen opens. 5. Add, edit, and delete groups as necessary. 6. To manage filters in the group: a. Select the group. b. Click Filters. c. Click Add to add a filter. Then select a filter from the Filter source list, and optionally change the Filter title field. Click Save Options, then click Continue. d. Select a filter and click Delete to remove a filter from the group. Then click Continue. e. Select a Filter and click Edit to modify the filter. Then select a filter from the Filter source list, and optionally change the Filter title field. Click Save Options, then click Continue. f. Click Save Options, then click Continue. 7. Click Back to Groups when finished modifying filters.. To delete a filter list If the filter list is currently selected for a view, when you delete the filter list, it is removed from the view. 1. While working with the profile, click Options. 2. In the Options panel, select Interface > Filter Lists. The Filter list definition screen opens. 3. Select the filter list to delete. 4. Click Delete. 5. Click Continue. To create a metric list 1. While working with the profile, click Options. 2. In the left panel, under Interface, click Metric Lists. The Metric list definition screen opens. 3. Click Add. The Metric list description screen opens. 4. In the Name of metric list field, enter the one-word name for the metric list. Chapter 16. Configuring IBM Unica NetInsight options 233 The name is used internally. You may use only alphanumeric characters and hyphens, and the first character must be a letter. Once you have created the metric list, you cannot change the name. 5. In the Title of metric list field, enter a title for the list. The title appears in the list of metric lists. The title also appears as the heading of the metric list in the Discovery Panel. 6. Click Save Options, then click Continue. You can now create groups for the metric list. To edit a metric list 1. While working with the profile, click Options. 2. In the Options panel, select Interface > Metric Lists. The Metric list definition screen opens. 3. Select the metric list to edit. 4. Click Edit. The Metric list description screen opens. 5. In the Title of metric list field, enter a title for the list. The title appears in the list of metric lists. The title also appears as the heading of the metric list in the Discovery Panel. 6. Click Save Options, then click Continue. You can now create groups for the metric list. To copy a metric list You can quickly create a new metric list with the same group definitions as an existing metric list by copying it. You can then edit the metric list's groups. This may be quicker than creating a new metric list. 1. While working with the profile, click Options. 2. In the left panel, under Interface, click Metric Lists. The Metric list definition screen opens. 3. Select the metric list to copy. 4. Click Copy. The Metric list description screen opens. 5. In the Name of metric list field, enter the one-word name for the metric. The name is used internally. You may use only alphanumeric characters and hyphens, and the first character must be a letter. Once you have created the metric list, you cannot change the name. 6. In the Title of metric list field, modify a title for the list as needed. The title appears in the list of metric lists. The title also appears as the heading of the metric list in the Discovery Panel. 7. Click Save Options, then click Continue. You can now modify groups for the metric list. 234 IBM Unica NetInsight: Administrator's Guide To manage groups for a metric list Groups organize the metrics available within each metric list. Groups appear as expandable folders of metrics in the metric list. Groups may not contain other groups. To modify groups immediately after creating a metric list, start with step 5. Otherwise, start with step 1. 1. While working with the profile, click Options. 2. In the left panel, under Interface, click Metric Lists. The Metric list definition screen opens. 3. Select the metric list for which to manage groups. 4. Click Groups. The Group definitions screen opens. 5. Add, edit, and delete groups as necessary. 6. To manage metrics in the group: a. Select the group. b. Click Metrics. c. Click Add to add a metric. Then select a metric from the Metric source list, and optionally change the Metric title field. Click Save Options, then click Continue. d. Select a metric and click Delete to remove a metric from the group. Then click Continue. e. Select a metric and click Edit to modify the metric. Then select a metric from the Metric source list, and optionally change the Metric title field. Click Save Options, then click Continue. f. Click Save Options, then click Continue. 7. Click Back to Groups when finished modifying metrics. To delete a metric list If the metric list is currently selected for a view, when you delete the metric list, it is removed from the view. 1. While working with the profile, click Options. 2. In the left panel, under Interface, click Metric Lists. The Metric list definition screen opens. 3. Select the metric list to delete. 4. Click Delete. 5. Click Continue. About default profile options NetInsight stores default values for the profile options. When you create a new profile, NetInsightuses the default values. You can change the default values, which essentially creates a template for all future profiles. To set profile defaults Note: Changing the default options does not affect any existing profiles. Chapter 16. Configuring IBM Unica NetInsight options 235 Note: The New password, New password (again), and auto-updating option fields do not appear in the default options. You must set passwords in the options for each individual profile. 1. Open the Profile Manager. 2. Click the Options tab. 3. In the NetInsight Options list at the top of the page, select Edit Default Web Server Options. 4. Make changes as needed. Be sure to click Save Options before leaving a page that has changes you want to keep. The next profile that you create will use these new defaults. To upgrade your license Upgrading does not require you to reinstall NetInsight or reprocess your log files. 1. Open the Profile Manager. 2. Click the Options tab. 3. Select Upgrade License from the NetInsight Options drop-down list. 4. Follow the on-screen instructions. 5. When you have your new activation key, enter it into the Activation Key field and click Upgrade NetInsight. To back up and restore NetInsight data 1. Backup the following: v The NetInsight database directory and its subdirectories. This directory data is in the program directory. The default UNIX location is /usr/local/NetInsight/data. The default Windows location is C:\Program Files\NetInsight\data. If you are using another database for NetInsight, you must back it up. v The NetInsight CGI-BIN directory and its subdirectories. This directory is in your Web server's CGI-BIN or scripts directory. v The NetInsight HTML directory and its subdirectories. This directory is in your Web site's HTML or wwwroot directory. Note: You must also backup and restore your database. 2. When necessary, take the following steps to restore the data: a. Re-install NetInsight. b. Restore the data directory, replacing the one creates during installation. c. Restore the NetInsightCGI-BIN directory. d. Restore the NetInsight HTML directory. e. Go to the command line and change to the NetInsight program directory. f. Restore the database. g. Run the following command to regenerate appropriate HTML for all profiles: nettracker all -regen To move NetInsight to another computer 1. 236 Install NetInsight on the second computer. IBM Unica NetInsight: Administrator's Guide 2. Create a new profile on the second computer for every profile on the first computer. If you want to keep your profile configurations, give the new profiles exactly the same names as the old ones. 3. If you want to keep your profile configurations, copy the profilename.cfg files from the first computer to the second computer. The profilename.cfg files are stored in the NetInsight/data/profilename directory, where profilename is the short name of the profile (the one that appears in parentheses on the Profile Manager). 4. If you have created custom reports that you want to keep, copy the report files to the new computer. 5. Reimport your log data. 6. Remove NetInsight from the old computer. For information about moving users, roles, and profiles, please contact Technical Support. To move NetInsight to another computer without reimporting log file data Note: Provided the database type is the same, you can copy the database files between two installations of NetInsight even if the installations are running on different architectures (for example, Windows and Linux). 1. Install NetInsight on the second computer. 2. Create empty profiles with the same names as the profiles on the first computer. This is the name that appears in parentheses in the list of profiles in the Profile Manager. You do not need to set any of the configuration options for these profiles. 3. Copy the data directory from the first computer to the second computer. The data directory is located in the NetInsight program directory. (On Windows the default program directory is C:\Program Files\NetInsight. On UNIX the default program directory is /usr/local/NetInsight.) 4. Copy the database tables from the first computer to the second. 5. Run nettracker all -regen (from the program directory) on the second compute to regenerate the associated HTML files. 6. Remove NetInsight from the first computer. For information about moving users, roles, and profiles, please contact Technical Support. About NetInsight system logs NetInsight includes a set of system logs that you can use to monitor and diagnose issues related to import, report generation, and other functionality affecting performance and data integrity. In most cases you will only need to reference these logs when instructed to by IBM technical support. The system logs are located at <NetInsight_root>\data\<profile_name>\logging. Logs for dynamically generated reports are stored in a subdirectory named adhoc. Chapter 16. Configuring IBM Unica NetInsight options 237 Configuring system logs If you have been given the necessary privilege, you can enable/disable each of the system logs, as well as specify their logging level and how long they are retained. The privilege required to configure system logging is Options > Main > Logging. Most logs are disabled by default and, to preserve disk space, should only be enabled during troubleshooting. Again, in most cases you should only modify these settings when instructed by IBM technical support. Important: While listed as a system log, process logging is not configurable via the Logging Options screen. You enable process logging by including the <processlog/> element in nettracker.cfg. (It is enabled by default.) Available system logs The following system logs are available: Log Stores Data On ADS Execution plan for report generation. ANALYSIS Time taken for table analysis on the database. CACHEMEM ID cache memory used by checkpoint. CHKPOINT Basic statistics on checkpoint execution. CHKPTSTAGES Checkpoint data broken out by phases. IMPORTSTATS Summary statistics on imports broken out by individual Web log file. INDEX How long indexes take to generate. PSI Paid search integration data import. PROCESS Start and stop times of events associated with major processes. QEXEC SQL query execution. RECONCILE ID reconciliation. SAMPLE Sampling statistics and timing. TRANSLATE Translating temporary IDs to permanent. To configure NetInsight system logs You must have the necessary privilege (Options > Main > Logging) to access the logging configuration screen. NetInsight generates a set of system logs that you can use to diagnose issues related to import, report generation, and other functionality affecting performance and data integrity. Individual system logs can be enabled or disabled and their logging levels specified. You can also specify how long logs are retained. To configure application logs: 1. With the profile whose system logs you want to configure displayed, select Options > Main > Logging. 238 IBM Unica NetInsight: Administrator's Guide 2. Optionally, specify how many days logs should be retained. Logs older than this will be automatically deleted. This is a global setting affecting all system logs. To prevent logs from being deleted, enter 0. 3. To enable or disable a particular log, or to set its logging level, select the log from the list and click Edit. The range of available logging levels for system logs includes the industry-standard FATAL, ERROR, WARNING, INFO, DEBUG and TRACE with FATAL logging only fatal error messages and TRACE logging all available application messages. About the NetInsight process log About the NetInsightprocess log The NetInsight process log lists information on the events associated with major NetInsight processes for each profile. The logs are written in text data format. The data from these logs can be used to monitor processes for performance issues and/or errors. Typically, you will only need to look at these logs at the request of IBM support. A separate log file is generated each time one of the following processes runs: v Update v Import v Recalc v v v v Regen Reports Reprofile Resample Note that when an update is performed it also spawns import, sample, report generation processes. Process logs are stored in netinsight_root\data\profile_name\logging\. The file name convention is process_datetimestamp_process_id.log. For example, process_200903201419_3128.log. Eanabling and disabling process logging Process logging is not configurable via the Logging Options screen. You enable it by including the <processlog/> element in nettracker.cfg. Disable it by removing the element. Process logging is enabled by default. About process log contents Process logs record the following event information: v A timestamp showing when the event initiated. The time is determined using the system locale. v The logging level of the event information, expressed as Trace, Debug, Info, Warning, Error, or Fatal. v The username of the logged-in system user. v The event name v The event type. Either 0 (instant), 1 (start of a process), or 2 (end of a process). Chapter 16. Configuring IBM Unica NetInsight options 239 v Descriptive text of the event. In the case of an error condition, this includes the NetInsight error text, if any. For example, [2009-03-20 14:19:32] [TRACE] a_user,Checkpoint Phase,1,Spider Retail About process events Following is a partial list of events recorded in Process logs, listed by their logging level. It also records three non-events: the NetInsight install directory, the server name, and the user name under which the process was run. Info Debug Trace Import Start Aggregate Generation Start Checkpoint Phase Start Import End Aggregate Generation End Checkpoint Phase End Install Directory Checkpoint n Start Recalc Start Checkpoint n End Recalc End Quick-pick Generation Start Reprofile Start Quick-pick Generation End Reprofile End Report Generation Start Resample Start Report Generation End Resample End Sample Aggregate Generation Start Server Sample Aggregate Generation End Update Start Update End User Profiling Start Profiling End Sample Quick-pick Generation Start Sample Quick-pick Generation End Sample Report Generation Start Sample Report Generation End Sampling Analyzing Start Sampling Start Sampling Analyzing End Sampling End Sampling Profiling Start Sampling Profiling End 240 IBM Unica NetInsight: Administrator's Guide Chapter 17. Working with data conduits The NetInsight data conduit allows you to connect NetInsight to an external database and use information from that database in your NetInsight reports. You can also use it to authenticate NetInsight users and to look up user information (such as full name and email address) rather than having to enter that information manually in NetInsight. The external database must be of a type that NetInsight supports; there are separate data conduit packages for ODBC and LDAP. For example, suppose you have a dynamic product page that loads a product based on a product ID passed to the page via a URL parameter when a link for a product is clicked. Assuming that your external database has a product table that associates product IDs with actual product names, you could use the data conduit to create a report showing how often individual products (by name) have been loaded in the page. You could replace each cookie in a Cookie Summary report with a company, contact name, and phone number pulled from a customer database, or each user in a User Summary report with a name and phone number pulled from an LDAP directory. For user authentication and user information (the user's full name and email address), you specify the data conduit and configuration file on the Authentication page in the administrative options. For all other data, you specify the data conduit and configuration file on the Data Conduits page of the profile options for the NetInsight profile in which you want to use the data. You must set up these data conduits on a profile-by-profile basis. You can use different data conduits with different profiles. About deploying a data conduit To deploy and use a data conduit you must: 1. Download and install the data conduit package. The package consists of a program file, a configuration file, and a test utilty that lets you validate your configuration. 2. Create the entities in NetInsight you want to retrieve values for (for example, parameters) and specify the pages for which you want to retrieve database values. Configure the reports that will contain this data (these can be tuned afterwards as well). 3. Configure NetInsight's connection to the data conduit. 4. Edit the data conduit configuration file with the requisite database connection information as well the information pertinent to the data you want to retrieve (for example, table name, column, and value match, and so on). 5. Use the data conduit test utility to test the database connection and ensure the correct data is returned. 6. If you have historical (previously imported) data, you must dump and then re-import profile data so that external database values are returned for the previously imported data. © Copyright IBM Corp. 1996, 2011 241 About lookups versus rewrites Lookups pull information from an external database or directory into NetInsight reports or profiles. Information resulting from lookups is pulled into reports when the reports are generated. While the lookup values appear in the reports they are not written to the NetInsight database; the database will continue to contain original values imported from log files. You can perform lookups for the following: v Cookie data v v v v v v Department data Host data Information about parameter values Page title data User data Visitor data Rewrites can be applied to page and parameter data based on data stored in a database or directory. Information resulting from rewrites replace the values originally imported from log files in the NetInsight database. To install the data conduit on Windows 1. Download the installer for the data conduit. 2. Double-click ntdi{database}-{Release-Number}.exe to launch the installer. 3. When prompted for an installation directory, browse to the NetInsightprogram directory (the default is C:\Program Files\NetInsight). You can now configure the data conduit. To install the data conduit on UNIX 1. Download the data conduit. 2. Unpack the archive to the NetInsightprogram directory (the default is /usr/local/NetInsight). 3. Change directories to the NetInsightprogram directory. The data conduit configuration file (ntdi<conduit_name>.conf) will be in this directory, but apitest and ntdi<conduit_name>.so will be in a subdirectory specific to your platform. Move or copy these two files to the NetInsightprogram directory. On HP-UX, ensure that the ntdi<conduit_name>.so file is executable by the NetInsightuser. To set environment variables If you are using a DB2, ODBC, or Oracle data conduit you may need to tell NetInsightto set the required environment variables. You specify environment variable options in the administrative options in NetInsight. The options define the environment variables that should be set when NetInsightis started. Specifically, you may need to set these environment variables: 242 IBM Unica NetInsight: Administrator's Guide v For DB2: For both Windows and UNIX you must set LC_CTYPE environment variable's value to C. For UNIX you must also DB2INSTANCE. (Note that if you are using the DB2 data conduit with NetInsightfor DB2 these values are pre-set.) v For ODBC: For UNIX, if you are using the iODBC driver, you must set ODBCINI. You may also need to set environment variables if you are using other third-party drivers. v For Oracle, if you are not using the Oracle Instant Client, you must set ORACLE_HOME and NLS_LANG. (Note that if you are using the Oracle data conduit with NetInsightfor Oracle these values are pre-set.) If you are using the Oracle Instant Client, you must set the environment variable for your operating system. On Windows systems, also ensure the Oracle Instant Client is in your path. – Solaris = LD_LIBRARY_PATH – HP-UX = SHLIB_PATH – Linux = LD_LIBRARY_PATH To set environment variables: 1. 2. 3. 4. 5. Open the NetInsightProfile Manager. Click the Options tab. In the left panel, select Main > Environment Variables. Click Add. Enter the name of the environment variable you want to set. 6. Enter the value to which the environment variable should be set. DB2 examples: v LC_CTYPE = C v DB2INSTANCE = db2inst1 Oracle examples v ORACLE_HOME = /home/oracle/u01/app/oracle/product/10.1.0 v NLS_LANG = AMERICAN_AMERICA.WE8ISO8859P1 7. Click Save Options. About the data conduit configuration file The data conduit configuration file is where you specify: 1. The connection information the data conduit needs to connect to a database or LDAP directory server. 2. Directives that instruct the data conduit what data to retrieve for each operation you want the data conduit to perform and (in some cases) how to format it. For example, suppose you want the data conduit to return a product name from a database based on a URL parameter value. In that case you would configure a parameter value lookup directive. In that directive you would specify the name of the URL parameter (as previously defined it in NetInsight), the database table that contains the product name, the column containing the product name, and the column containing the product ID to be matched against the URL parameter value. The configuration file is located in the same directory where you installed the data conduit. It is named ntdidatabase.conf. Chapter 17. Working with data conduits 243 Each line in the configuration file is composed of a case-sensitive directive followed by the value to be associated with the directive. Note that: v Lines preceeded by a pound sign (#) are comments. v You do not need to use quotation marks to group values that contain spaces. v Anything after the directive and before the end of the line is considered the value for the directive. To use the APITest utility After installing and configuring a data conduit, use the APITest utility to make sure that the installation and configuration are correct. Always test your configuration prior to importing data after data conduit setup. The APITest utility is a command-line program that calls individual functions you have specified in the data conduit's configuration file and then displays the results returned from the database (or any error messages). You must provide the utility with the following command-line arguments in the order in which they are listed. (For examples, see APITest command-line examples.) 1. Confirm that the data conduit configuration file has been modified correctly for the operation (for example, parameter lookup) that you want to test. Also verify that it includes the correct database connection information. 2. From a command line, navigate to the directory where you installed the data conduit files. 3. Enter the argument for the operation you want to test as follows: <apitest_program_file> <data_conduit_program_file> <data_conduit_configuration_file> <operation_name> <test_values> For example, for a parameter lookup on a Windows system using the MySQL data conduit enter: apitest ntdimysql.dll ntdimysql.conf lookupparam my_parametertest_value For a parameter lookup on a UNIX system using the MySQL data conduit enter: ./apitest ntdimysql.so ntdimysql.conf lookupparam parameter_nametest_value Note: When entering the argument note that: v The syntax for specifying the APITest program file, the data conduit program and configuration file, and the operation name is constant. The number of test values you must provide vary depending on the operation you are testing. For more information see the examples in the next section. v You do not need to specify the extension of the APITest program file. 4. Specify the operation (lookup, rewrite, or user authentication) to be performed by the data conduit, and the values necessary to perform that operation: v For a lookup, specify the lookup type and value. The lookup type is the type of data to be retrieved by the data conduit. Following are the possible types and the value to be provided to the data conduit. (The lookup value is the value to be resolved by the data conduit.) The following list shows the lookup types and values: – clip: Clip filename as read from the log files – cookie: Cookie as read from the log files – department: User name or host name as read from the log files 244 IBM Unica NetInsight: Administrator's Guide – – – – – host: Host name or IP address as read from the log files email: NetInsightuser name lookupparam: Parameter value as read from the log files title: Page as read from the log files user: User name as read from the log files – visitor: Visitor name as read from the log files If the lookup type is lookupparam, you must also supply the name of the parameter. Note that the parameter name must be lowercase to be properly recognized. v For a rewrite, specify the rewrite type and value. The rewrite type is the type of data to be rewritten by the data conduit. Following are the possible types and the value to be replaced. – rwpage: Page, file, or clip name – rwparam: Parameter value If the rewrite type is rwparam, you must also supply the name of the parameter. Note that the parameter name must be lowercase to be properly recognized. The rewrite value is the value to be rewritten by the data conduit. v For user authentication, specify auth followed by the user name and password to be verified. If an error is returned confirm that: v Your command line syntax is correct and includes correct file names, case-sensitivity, and operation values. v The operation you are testing is correctly configured in the data conduit configuration file. v The database information you entered in the data conduit configuration file is correct and the database is running. APITest command-line examples The following command-line examples are based on a MySQL data conduit installed on a Windows operating system. On UNIX the data conduit program file would be named ntdimysql.so. Or if this were a DB2 data conduit installed on Windows the data conduit program and configuration files would be named ntdidb2.dll and ntdidb2.conf respectively. Note that the examples also assume that the data conduit program and configuration files are located in the current directory. Cookie lookup Testing a cookie lookup for a cookie whose name-value pair is 24.123.154.115-999914303691: apitest ntdimysql.dll ntdimysql.conf cookie 24.123.154.115-999914303691 Department lookup Testing a department lookup for a user whose user name is "jane": apitest ntdimysql.dll ntdimysql.conf department jane Testing a department lookup for a department named "unica.com": Chapter 17. Working with data conduits 245 apitest ntdimysql.dll ntdimysql.conf department unica.com Host lookup Testing a host name lookup for a host whose domain name is "junica.com": apitest ntdimysql.dll ntdimysql.conf host unica.com NetInsight user information lookup Testing a user information lookup of an email address for a user named "jane": "/site/store/products/aq-101.html": apitest ntdimysql.dll ntdimysql.conf email jane Page rewrite Testing a page rewrite for a page whose path/file name is "/site/store/products/ aq-101.html": apitest ntdimysql.dll ntdimysql.conf rwpage /site/store/products/aq-101.html Page title lookup Testing a lookup on a page title whose path/file name is "/site/store/products/aq101.html": apitest ntdimysql.dll ntdimysql.conf title /site/store/products/aq-101.html Parameter lookup Testing a parameter lookup for a parameter named "product" passing the value 123: apitest ntdimysql.dll ntdimysql.conf lookupparam product 123 Parameter rewrite Testing a parameter rewrite a parameter named "product" passing the value 123: apitest ntdimysql.dll ntdimysql.conf rwparam product 123 User lookup Testing a user lookup for a user named "jane": apitest ntdimysql.dll ntdimysql.conf user jane User authentication Testing authentication for a user named "janedoe" whose password is "a0s9d8": apitest ntdimysql.dll ntdimysql.conf auth janedoe a0s9d8 To configure NetInsight to use a data conduit for rewrites and lookups For rewrites and all lookup types except user authentication and NetInsightuser information, you configure NetInsightto use the data conduit in the Data Conduits options for the profile in which you want to use external data. 246 IBM Unica NetInsight: Administrator's Guide Note: If you are tracking a parameter value, you must define the parameter in NetInsight before you can configure NetInsightto use the data conduit for that parameter. View the profile for which you want to use the data conduit. Click the Options tab. In the left panel, select Dynamic Conent> Data Conduits. Click Add. The Data conduit description dialog box opens. Enter a unique, internal name you want to use for the data conduit. Enter the full path (including the filename) to the data conduit program file. Do not place paths that include spaces in parentheses. 7. Enter the full path (including the filename) to the data conduit configuration file. 8. In the Conduit tasks box, select the task(s) for which you want to use this data conduit. 9. Click Save Options. 1. 2. 3. 4. 5. 6. To configure NetInsight to use a data conduit for user authentication To use a data conduit to authenticate users, you must configure the data conduit in the Authentication options in administrative options. Note: The plug-in configured for user authentication can also retrieve a user's full name and email address; to retrieve this information, you need only configure the user information directive. 1. Display the Profile Manager. Click the Options tab. In the left panel, select Users > Authentication. Select External database as the authentication type. Enter the full path (including the filename) to the data conduit program file. Do not place paths that include spaces in parentheses. 6. Enter the full path (including the filename) to the data conduit configuration file. 2. 3. 4. 5. 7. Click Save Options. To configure NetInsight to use a data conduit for user information To use a data conduit to look up a user's full name and email address, you must configure NetInsight to use the data conduit via the Authentication options in the administrative options. Note: This plug-in can be used only with external database and Web server authentication. If you are using an external database to authenticate users, no additional configuration is necessary. 1. 2. 3. 4. Display the Profile Manager. Click the Options tab. In the left panel, select Users > Authentication. In the Authenticate using list, select External database. Chapter 17. Working with data conduits 247 If you are using Web server authentication, the Authentication Options window opens. 5. Enter the full path (including the filename) to the data conduit program file. Do not place paths that include spaces in parentheses. 6. Enter the full path (including the filename) to the data conduit configuration file. 7. Click Save Options. Example: How to configure a parameter lookup The data conduit example in this section looks up a "content type" URL parameter in a database and retrieves the content type name, class, and format. This information appears on a custom Parameter Summary. It may also appear on View Breakdowns, Visit Breakdowns, Download Breakdowns, Session Breakdowns, and crosstab reports. The following figure shows how a portion of the data would appear on the summary before the data conduit is configured. Note that the first column displays the parameter's values: The following figure shows how a portion of the data would appear on the summary after the data conduit is configured. Note that the parameter values in the first column have been replaced with the content type name, class, and format pulled from an external database. 1. Create a database that contains the content type name, class, and format items entered into a lookup table. Note: The table must contain a key column with the same ContentTyp IDs that occur in the URLs of the Web site. For help with creating a database, contact your database administrator. 2. Install the data conduit appropriate for your external database. 3. In NetInsight, view the profile in which you want to look up the product name for the ProductID parameter value. 4. 5. 6. 7. 248 Click the Options tab. In the left panel select Dynamic Content > Parameters. Click Add. Configure the parameter as follows: v For the parameter name, enter the parameter name (case-sensitive) exactly as you will later specify it in the data conduit configuration file. The data conduit name does not need to match the parameter name as it appears in your web site URLs. v For the parameter value, enter a regular expression that will match the parameter name you entered in the previous step. This field forces your IBM Unica NetInsight: Administrator's Guide entry to lower case. A case-sensitivity match with the parameter name is not required, but it must match otherwise. 8. Click Save Options. 9. In the Parameters to be analyzed list, select ContentTyp and then click Requests. 10. Click Add. 11. Enter a filter that describes the page(s) whose query strings you want NetInsightto check for this parameter. In this example, you could enter the filter as shown: 12. Click Add. 13. Indicate whether you want the query strings that are passed to this page to be searched for the contenttypeid parameter in all new data you import from now on. v If this is what you want, or if you have other pages to enter at this time, click Continue. v If you want to search the query strings in this page for the ContentTyp parameter in data you have already imported, you must delete all the data Chapter 17. Working with data conduits 249 in your profile and re-import your log files. Note: If you do not still have all the log files you have imported into this profile, you will lose data permanently by choosing this option. 14. In the Options panel, under Dynamic Content, click Data Conduits. 15. Click Add. 16. Configure the data conduit options as shown: 17. Click Save Options, then click Continue. 18. Click Update (the left-most icon in the group). 19. If necessary, set environment variables in NetInsight. For example: 20. In a text editor, open ntdi>db_type<.conf. 21. Configure the ConnectString connection directive the data conduit needs to connect to the database. For example: DBUsername jane DBPassword a0s9d8 DBServiceName testdb1 22. Configure the parameter lookup directives. Note: The example below is wrapped for readability; each directive should appear in the data conduit’s configuration file on a single line. ParamDataSource_ContentTyp ContentClass, SELECT ContentTypeID, ContentType, ContentFormat FROM reports_ContentTypeID WHERE ContentTypeID = ’%VALUE%’ ParamDataFormatHTML_ContentTyp Content type: %FIELD1%, %FIELD2%<br> Content class: %FIELD3% <br>Content format: %FIELD4% ParamDataFormatRTF_ContentTypContent type: %FIELD1%, %FIELD2%\line Content class: %FIELD3% \line Content format: %FIELD4% ParamDataFormatCSV_ContentTypContent type: %FIELD1%, %FIELD2% 250 IBM Unica NetInsight: Administrator's Guide Note: ContentTyp — the parameter name for the ParamDataSource_paramname directive — exactly matches the entry in the Name text box in the profile options for the parameter in NetInsight, including the case. 23. Save your changes to the file. 24. Test the data conduit's configuration. To test the configuration, open a command-line prompt and enter the correct usage. For example, on a Windows system where the data conduit and its configuration file are both in the current directory and you are connecting to an Oracle database enter: apitest.exe .\ntdiorcl.conf lookupparam ContentTyp 103 If the parameter lookup is successful, the content type name, class, and format will appear. (If the parameter lookup is unsuccessful, an error message will appear. To resolve the error, check your settings for the connection directive and parameter lookup directives in ntdi>db_type<.conf.) 25. For the data from the data conduit to appear on the Parameter Summary, you must regenerate the profile. 26. Do one of the following: v Click the Custom tab and then select the Parameter Summary for ContentTyp report in the list of available reports. To display the summary, click Run Report. v Click the Reports tab, click Custom Analysis, and then select the Parameter Summary for ContentTyp report. To regenerate summaries for a profile 1. Open a command prompt. 2. Change directories to the NetInsightprogram directory. 3. To regenerate the summaries for a specific profile, execute nettracker short_profile_name -regen Note: The term short_profile_name refers to the profile name that appears in parentheses in the Available profiles list in the Profile Manager. You can also display a list of the short profile names by executing: Example: How to configure a cookie lookup If your external database contains one or more tables that map cookie data to customer information (such as name, email, address, and so on) you can use a data conduit to perform a cookie lookup. This lookup can replace cookie IDs with the customer information you choose to retrieve. The information will appear in place of cookie IDs in the Cookie Summary report. In order for this to work: v Your Web site must be generating visitor identification cookies that NetInsight can use for sessionization. You can use the IBM Web Server Plug-in to allow your Web server to generate and log visitor identification cookies. v Your external database must contain a table (such as shown below) that maps unique cookie values to customer information. A common way to achieve this is though an online form. When visitors complete the form the data they enter is written to the database along with the value of their persistent, unique cookie. NetInsight uses the cookie to identify returning visitors during subsequent visits. The data conduit uses the cookie value to retrieve the correct customer record from the database. Chapter 17. Working with data conduits 251 1. Install the data conduit appropriate for your external database. 2. In NetInsight, view the profile in which you want to look up cookie data. 3. Enable cookies as a reportable dimension as follows: a. Click the Options tab. b. In the left panel select Reporting > Reportable Dimensions. c. Add Cookie to the list of reportable dimensions. d. Click Save Options. e. On the toolbar, click Update. 4. Configure NetInsight to use the data conduit for Cookie Lookup. 5. On the toolbar, click Update. 6. If you are using the data conduit for DB2, ODBC, or Oracle, ensure that any required environment variables have been set. See the NetInsight Installation Guide for more information. 7. Open the data conduit configuration file in the text editor. If the database connection information has not previously been entered, uncomment those rows and enter the connection information now. 8. Configure the cookie lookup directives. An example is shown below. Note: This example includes lines wrapped for readability. In the actual configuration file each directive must be written as a single line. #Cookie Lookups: CookieDataSource SELECT FirstName, LastName, Email, CustomerID FROM Customers WHERE Cookie = ’%VALUE%’ CookieDataFormatHTML %FIELD2%, %FIELD2%<br /> <a class="dataTableRows" href="mailto:%FIELD3%"> %FIELD3%</a><br />ID: %FIELD4% CookieDataFormatRTF \sa0\sb120{%FIELD1%\par}\sa0\sb0{%FIELD2%\par} \sa0\sb0{%FIELD3%\par}\sa0\sb0{%FIELD4%\par} CookieDataFormatCSV %FIELD1% %FIELD2% %FIELD3% %FIELD4% 9. Save the configuration file. 10. Use the APITest utility to test the data conduit configuration. 11. Regenerate the profile to bring the data from the data conduit into the Cookie Summary report. 252 IBM Unica NetInsight: Administrator's Guide 12. To view the Cookie Summary report in NetInsight, on the Reports tab, select Visitor Analysis > Cookie Summary. About data conduit directives This section describes the directives that can be used in the data conduit configuration file to establish database connections and retrieve and process data. Database and directory server connection string directives Use this directive to connect the data conduit to a DB2, ODBC, Oracle, or PostgreSQL database or to an LDAP directory server. Important: The connection string examples shown here may be wrapped for readability. In the data conduit’s configuration file they must appear on a single line. DB2 ConnectString The connect string necessary to connect to the DB2 database. For example: DRIVER={IBM DB2 ODBC DRIVER}; UID=username;PWD=password;MODE=SHARE;DBALIAS=dbalias; LDAP BindDN The Distinguished Name necessary to authenticate with the directory server from which the user desires to retrieve data. BindPassword The Password necessary to authenticate with the directory server from which the user desires to retrieve data. Example BindDN CN=username,OU=people,DC=example,DC=com Note: To bind anonymously, ensure that the directory server connection directives are commented out. ODBC To connect to a data source using a previously defined Data Source Name: ConnectString DSN=DSNName; Example: Windows To connect to a SQL Server database without using a previously defined DSN: ConnectString DRIVER={SQL Server};UID=db_user;PWD=password;SERVER=server_name; DATABASE=db_name; To connect to a Microsoft Access database without using a previously defined DSN: ConnectString DRIVER={Microsoft Access Driver (*.mdb)};DBQ=C:\path\to\db.mdb; Example: UNIX Chapter 17. Working with data conduits 253 To connect to a SQL Server database: ConnectString DRIVER=./libtdsodbc.so;Port=1433;TDS_Version=7.0;UID=db_user; PWD=password;Server=server_name;Database=db_name To connect to a Sybase database: ConnectString DRIVER=./libtdsodbc.so;Port=5000;TDS_Version=5.0;UID=db_user; PWD=password;Server=server_name;Database=db_name DriverPrompt (for ODBC on Windows only) Use the DriverPrompt directive to specify how you would like to be prompted for database connection information. Valid values are: v 1 – Prompt for database connection information if no DSN or DRIVER keyword is found in the ConnectString directive. v 2 or 3 – Prompt for database connection information, using the value of the ConnectString directive for default values. v Any other value – No prompt, even if the connection fails (default). Enabling the Debug directive provides a simple way to connect to a database and retrieve the resulting connect string. DriverPrompt. When Debug enabled the data conduit prints the connection string to the console before and after it attempts to connect to the database, thus supplying a value for DriverPrompt. The connect string can in turn be used as the value for the ConnectString directive. Oracle DBUsername The user name to use when connecting to the database. Password The password for DBUsername. DBServiceNameHost The service name to which the data conduit should connect. The service name must have been previously defined using the Oracle client configuration tools. PostgreSQL DBUsername The user name to use when connecting to the database. Password The password for DBUsername. DBHost The hostname of the server on which the database resides. DBDatabase The name of the database to which the data conduit should connect. DBPort The port on the server through which the database connection should be established. About the clip, cookie, host, user, and visitor lookup directives In the names of the lookup directives described below, replace {Type} with the lookup type. The possible values for {Type} are: v Clip v Cookie v Host 254 IBM Unica NetInsight: Administrator's Guide v User v Visitor Note: Lookup types are case sensitive. {Type}DataSource (DB2, MySQL, ODBC, Oracle, and PostgreSQL) The SQL query to be executed to retrieve the desired value. The supplied value should contain the token %VALUE%, which will be replaced by the data conduit during each lookup with the value to be replaced. For example: HostDataSource SELECT Contact, Name, Phone, EMail FROM HostLookup WHERE Host = ’%VALUE%’ In this example, %VALUE% will be replaced with the host name or IP address from the log files. {Type}DataSource (DB2, MySQL, ODBC, Oracle, and PostgreSQL) The LDAP URL to be used to retrieve the desired value. The URL should be in the form: ldap[s]://hostname:port?base_dn?attributes?scope?filter For details about LDAP URLs, refer to your LDAP server documentation. The filter should contain the token %VALUE%, which will be replaced by the data conduit during each lookup with the value to be replaced. For example: UserDataSource ldap://ldapserver.example.com/OU=people,DC=example,DC=com?displayName, title,telephoneNumber,mail?one?uid=%VALUE% This example will search for a user with the user ID passed from NetInsight and return the corresponding name, title, telephone number, and address. Note: If an object has two values for an attribute, NetInsight uses the first value. If two objects have the same value for an attribute, NetInsight uses the first object. {Type}DataFormatHTML The string to be used to format the values retrieved from the database or LDAP directory when generating reports in HTML. The supplied value should contain the following: v Any necessary HTML format strings. v The tokens %FIELD1%, %FIELD2%, ..., %FIELDn%, which will be replaced by the data conduit during each lookup with the value of column N contained in the result set retrieved from the database or directory. v %FIELDn% tokens may appear in any order, and multiple tokens for a single field may be used multiple times within the same format string. v Any links should use the CSS class dataTableRows (see the example below). Otherwise, the links will not be visible in the reports. Example value: HostDataFormatHTML %FIELD1% from %FIELD2%<br> <a class="dataTableRows" href="mailto:%FIELD4%">%FIELD4%</a> or %FIELD3% Example result: Chapter 17. Working with data conduits 255 J. Doe from doe.com<br> <a class="dataTableRows" href "mailto:[email protected]">[email protected]</a> or 1(800)123-4567 {Type}DataFormatRTF The string to be used to format the values retrieved from the database or LDAP directory when generating reports in RTF. The supplied value should contain the following: v Any necessary RTF format strings. v The tokens %FIELD1%, %FIELD2%, ..., %FIELDn%, which will be replaced by the data conduit during each lookup with the value of column N contained in the result set retrieved from the database or directory. Note: %FIELDn% tokens may appear in any order, and multiple tokens for a single field may be used multiple times within the same format string. Example value: HostDataFormatHTML %FIELD1% from %FIELD2%<br> HostDataFormatRTF \sa0\sb120{%FIELD1%\par}\sa0\sb0{%FIELD2%\par} \sa0\sb0{%FIELD4%\par}\sa120\sb0{%FIELD3%} Example result: \sa0\sb120{J. Doe\par}\sa0\sb0{doe.com\par} \sa0\sb0{[email protected]\par}\sa120\sb0{1(800)123-4567}7 {Type}DataFormatCSV The string to be used to format the values retrieved from the database or LDAP directory when generating reports requiring plain text — this includes not only reports exported in CSV format, but also graph labels within NetInsight reports. The supplied value should contain the tokens %FIELD1%, %FIELD2%, ..., %FIELDn%, which will be replaced by the data conduit during each lookup with the value of column N contained in the result set retrieved from the database or directory. You do not need to supply enclosing quotes in the CSV format; NetInsight will supply these when the CSV data file is created. Note: %FIELDn% tokens may appear in any order, and multiple tokens for a single field may be used multiple times within the same format string. Example value: HostDataFormatCSV %FIELD1% from %FIELD2% Example result: J. Doe from doe.com About parameter lookup directives To facilitate lookups for multiple parameters, parameter lookup directives are defined on a parameter-by-parameter basis. Lookup directives for parameters begin with the keyword Param. To differentiate between directives for different parameters, the identifiers for parameter lookups should end with an underscore, followed by the name of the parameter exactly as it has been entered in the Name text box on the Parameters 256 IBM Unica NetInsight: Administrator's Guide page in the NetInsight profile options, including the case. (Do not use the entry in the Parameter text box on the Parameters page.) For example, to configure lookups for the parameter product, you would configure the following directives: v ParamDataSource_product v ParamDataFormatHTML_product v ParamDataFormatRTF_product v ParamDataFormatCSV_product For example, to configure lookups for the parameter category, you would configure the following directives: v ParamDataSource_category v ParamDataFormatHTML_category v ParamDataFormatRTF_category v ParamDataFormatCSV_category The directives for looking up data for parameters function the same as the directives for looking up clips, cookies, hosts, users, and visitors. About department lookup directives Following are descriptions of the DepartmentDataSource and DepartmentFallBack directives. Note: Department lookup directives are case sensitive. DepartmentDataSource The SQL query or LDAP URL to be executed to determine the department grouping to which a user or host belongs. The supplied value should contain the token %VALUE%, which will be replaced by the data conduit during each lookup with the user name or host name from the log files. Note: If the Departments defined primarily by option in the Departments profile options is set to Hosts, NetInsight provides the host name to the data conduit. If the option is set to Users, NetInsight provides the user name to the data conduit. Examples (DB2, MySQL, ODBC, Oracle, and PostgreSQL): DepartmentDataSource SELECT Department FROM DepartmentLookup WHERE UserName = '%VALUE%' DepartmentDataSource SELECT Department FROM DepartmentLookup WHERE HostName = '%VALUE% Example (LDAP): DepartmentDataSource ldap://ldapserver.example.com/CN=Users,DC=example, DC=com?department?one?uid=%VALUE% DepartmentFallBack When the DepartmentFallBack directive is set to 1 (the default), NetInsight falls back to the list of departments specified for the Departments profile option to determine a department if the query or URL specified by DepartmentDataSource does not return data. Set DepartmentFallBack to 0 to prevent NetInsight from using the internal list if the query URL or LDAP URL does not return data. Chapter 17. Working with data conduits 257 About page title lookup directives Following are descriptions of the PageTitleDataSource and PageTitleFallBack directives. Note: Page title lookup directives are case sensitive. PageTitleDataSource The SQL queryLDAP URL to be executed to retrieve the desired page title. The supplied value should contain the token %VALUE%, which will be replaced by the data conduit during each lookup with the page for which a title is needed. NetInsight will replace %VALUE% with the page that it reads from the log files. Examples: PageTitleDataSource SELECT PageTitle FROM TitleLookup WHERE PageLocation = '%VALUE%'okup WHERE UserName = '%VALUE%' PageTitle DataSource ldap://ldapserver.example.com/OU=pages,DC=example, DC=com?pageTitle?one?pageLocation=%VALUE% PageTitleFallBack When the PageTitleFallBack directive is set to 1 (the default), NetInsight falls back to HTTP to resolve page titles if the queryURL specified by PageTitleDataSource does not return data. If NetInsight cannot resolve a page title through the data conduit, it will attempt to retrieve the page title from the actual page. Set PageTitleFallBack to 0 to prevent page title resolution via HTTP if the queryLDAP URL does not return data. About product directives Following are descriptions of the ProductLookup and ProductRewrite directives. Note: Product directives are case sensitive. ProductLookup The SQL query or LDAP URL to be executed to lookup an SKU and display information in reports. Example (DB2, MySQL, ODBC, Oracle, and PostgreSQL): ProductLookup SELECT ProductName FROM Products WHERE SKU = '%VALUE%' Example (LDAP): ProductLookup ldap://ldapserver.example.com/CN=Users,DC=example, DC=com?ProductName?one?uid=%VALUE% ProductRewrite The SQL query or LDAP URL to be executed to lookup a SKU and store information in the database. Example (DB2, MySQL, ODBC, Oracle, and PostgreSQL): ProductLookup SELECT ProductName FROM Products WHERE SKU = '%VALUE%' Example (LDAP): 258 IBM Unica NetInsight: Administrator's Guide ProductLookup ldap://ldapserver.example.com/CN=Users,DC=example, DC=com?ProductName?one?uid=%VALUE% About rewrite directives Following are descriptions of the RewritePageDataSource and RewriteParamDataSource_paramname directives. Note: Rewrite directives are case sensitive. RewritePageDataSource The SQL query or LDAP URL to be executed to retrieve the desired page, file, or clip value. The supplied value should contain the token %VALUE%, which will be replaced by the data conduit during each lookup with the page, file, or clip value to be replaced. NetInsight will replace %VALUE% with the page, file, or clip that it reads from the log files. Example (DB2, MySQL, ODBC, Oracle, and PostgreSQL): RewritePageDataSource SELECT NewPageLocation FROM PageRewrite WHERE PageLocation = ’%VALUE%’ Example (LDAP): ldap://ldapserver.example.com/OU=pages,DC=example, DC=com?newPageLocation?one?pageLocation=%VALUE% If the %VALUE2% token is present, it will be replaced with the query string associated with the request (if one exists). Example: RewritePageDataSource SELECT NewPageLocation FROM PageRewrite WHERE PageLocation = '%VALUE%' AND PageQueryString = '%VALUE2%' RewriteParamDataSource_paramname The SQL query or LDAP URL to be executed to rewrite the desired parameter value. To facilitate directives for multiple parameters, parameter rewrite directives are defined on a parameter-by-parameter basis. Rewrite directives for parameters begin with the keyword RewriteParam. To differentiate between directives for different parameters, the identifiers for parameter rewrites should end with an underscore, followed by the name of the parameter exactly as it has been entered in the Name text box on the Parameters page in the NetInsight profile options, including the case. (Do not use the td in the Parameter text box on the Parameters page.) For example, to configure rewrites for two parameters named product and category, you would configure the following directives: v For the product parameter, RewriteParamDataSource_product v For the category parameter, RewriteParamDataSource_category The supplied value should contain the token %VALUE%, which will be replaced by the data conduit during each rewrite with the value to be replaced. Example (DB2, MySQL, ODBC, Oracle, and PostgreSQL): Chapter 17. Working with data conduits 259 RewriteParamDataSource_paramname SELECT NewParamValue FROM ParamLookup WHERE ParamValue = '%VALUE%' Example (LDAP): ldap://ldapserver.example.com/OU=parameters,DC=example,DC=com? newParamValue?one?paramValue=%VALUE% Differences Between a Parameter Lookup and a Parameter Rewrite The following table lists the difference between a parameter lookup directive and a parameter rewrite directive. Parameter lookup directive Parameter rewrite directive The external database is queried for the value corresponding to the parameter you specified. Only the value that appears on the reports is replaced. The external database is queried for the value corresponding to the parameter you specified. The value that is stored in the NetInsight database and the value that appears on the reports are replaced. Using this directive may slow the speed at which a profile updates because each occurrence of the parameter in the log file may result in a query to the database for the replacement value. If you choose to filter a report based on the parameter you specified, you must use the original parameter value as NetInsight read it from your Web server's log files. If you choose to filter a report based on the parameter you specified, you must use the new (replaced) parameter value. User information directive The following is the description of the EmailDataSource directive. EmailDataSource The SQL query or LDAP URL to be executed to retrieve a user's full name and email address. The supplied value should contain the token %VALUE%, which is replaced by the data conduit during each lookup with the user's user name. Note: To look up email addresses in Microsoft Active Directory Server, you should use a filter similar to "userPrincipalName=%VALUE%@example.com" # instead of "uid=%VALUE%". Example (DB2, MySQL, ODBC, Oracle, and PostgreSQL) EmailDataSource SELECT Email, FullName FROM UserAuth WHERE LOWER(UserName) = LOWER(’%VALUE%’) Example (LDAP) EmailDataSource ldap://ldapserver.example.com/ CN=Users,DC=example,DC=com?mail,displayName?one?uid=%VALUE% User authentication directives Following are descriptions of the AuthenticationDataSource, AuthenticateUserSource, and AuthenticateUserDN directives. 260 IBM Unica NetInsight: Administrator's Guide Note: User authentication directives are case sensitive. AuthenticationDataSource (DB2, MySQL, ODBC, Oracle, and PostgreSQL) The SQL query to be executed to authenticate a user. The supplied value should contain the tokens %VALUE% and %VALUE2%, which will be replaced by the data conduit during each lookup with the user name and password entered by the user. The authentication will be considered successful if the query returns one or more rows of data. Example: AuthenticationDataSource SELECT UserName FROM UserAuth WHERE UserName = ’%VALUE%’ AND Password = ’%VALUE2%’ AuthenticateUserSource (LDAP only) The AuthenticateUserSource directive specifies the URL of the LDAP server to connect to authenticate users. Example: AuthenticateUserSource ldap://ldapserver.example.com/ You can also authenticate against a Microsoft Active Directory server. Example: AuthenticateUserSource ldap://<domainserver address>/ where <domain server address> is the URL or IP of your domain controller (such as, domaincontroller.unica.com). AuthenticateUserDN (LDAP only) The Distinguished Name to use to connect to the LDAP server specified in the AuthenticateUserSource directive. Example: AuthenticateUserDN CN=%VALUE%,CN=Users,DC=example,DC=com To authenticate against a Microsoft Active Directory server. AuthenticateUserDN %VALUE%@<domain name> where <domain name> is the name of your domain (such as, unica.com). For this directive, the CN and DC fields are not necessary to authenticate against a Microsoft Active Directory. Debug directive When the Debug directive is set to 1, the data conduit outputs debugging information. Note that this may be problematic when NetInsight is run through a Web browser. Therefore, this option should be turned on only when you are performing tests through the command-line interface. Chapter 17. Working with data conduits 261 The Debug directive may be commented out in the data conduit's configuration file. If you want to change the directive's default setting and the directive is commented out, remove the pound sign (#) from the line and change the value if necessary. Unloadme directive When the UnloadMe directive is set to 1, NetInsight attempts to unload the data conduit when it is no longer needed. Unloading a dynamically loaded library may cause problems on some systems. If this is the case, set this directive to 0 to instruct NetInsight not to unload the data conduit, leaving it to be unloaded by the system when the process exits. The UnloadMe directive may be commented out in the data conduit's configuration file. If you want to change the directive's default setting and the directive is commented out, remove the pound sign (#) from the line and change the value if necessary. 262 IBM Unica NetInsight: Administrator's Guide Chapter 18. IBM Unica Web Server Plug-ins The IBM Unica Web Server Plug-in allows your web server to log whether or not a request was aborted and how long a file transfer took (in seconds). The plug-in also allows the server to generate and log visitor identification cookies. Sessionizing (that is, the process by which NetInsight groups page views into visits, is much more accurate when cookies are used. The IBM Unica Web Server Plug-in is available for Apache 2.0 for UNIX and Windows. The Apache 2.0 version is also compatible with Apache 2.2. To install the IBM Unica Web Server Plug-in for Apache on UNIX 1. Download the IBM Unica Web Server Plug-in using the download site URL you received from your IBM Unica customer representative and extract the files to a directory on your web server. 2. Log on to the server console with administrative access. 3. Change to the directory into which you unpacked the plug-in and use the Apache Extension Tool (apxs) to compile and install the plug-in. The default location of the apxs program is the <Apache_home>/bin directory. 4. Change to the Apache conf directory and open httpd.conf in a text editor. Find the line that begins with LogFormat. If there is no such line, find the line that begins with CustomLog. The LogFormat line belongs immediately before the CustomLog line. 6. Add the following after the last LogFormat line (all one line): LogFormat "%h %l %u %t \"%r\" %>s %b \"%{Referer}i\"\"%{User-Agent}i\" \"%{SaneCookie}n\" %<{SaneStop}n %T" sane 7. Immediately after the LogFormat line, type the following: CustomLog logs/access_log sane 5. Note: If there was already a CustomLog line, comment out the original line. 8. Save httpd.conf. 9. If your Apache web server is running, shut it down by stopping the httpd process. 10. Restart the Apache web server. To install the IBM Unica Web Server Plug-in for Apache on Windows 1. Download the IBM Unica Web Server Plug-in using the download site URL you received from your customer representative and extract the files to a directory on your web server. 2. Log on to the server console with administrative access. 3. Open mod_sane.dsw with Microsoft Visual C++ 6.0 or higher to compile the plug-in. 4. Change to the Apache conf directory and open httpd.conf in a text editor. 5. Find the list of lines beginning with LoadModule or #LoadModule and add the following to the end of the list: LoadModule sane_module modules/mod_sane.so © IBM Corporation 1996, 2011 263 6. Find the line that begins with LogFormat. If there is no such line, find the line that begins with CustomLog. The LogFormat line belongs immediately before the CustomLog line. 7. Add the following after the last LogFormat line: LogFormat "%h %l %u %t \"%r\" %>s %b \"%{Referer}i\" \"%{User-Agent}i\" \"%{SaneCookie}n\" %<{SaneStop}n %T" sane 8. Immediately after the LogFormat line, type the following: CustomLog logs/access.log sane Note: If there was already a CustomLog line, comment out the original line. 9. Save httpd.conf. 10. If your Apache 2.0 Web server is running, shut it down by stopping the Apache.exe process. 11. Restart the Apache web server. Advanced configuration directives You can customize the IBM Unica Web Server Plug-in for Apache by adding directives to the httpd.conf file, located in the conf directory of your Apache installation. You can change whether a cookie is generated, how long the cookie will be stored, and the domain suffix for the cookie. Directive Description DisableSaneCookie On Prevents a cookie from being generated. To resume generating cookies, change On to Off, or delete the entire line. SaneCookieExp n Specifies the length of time (in months) for storing cookies before they expire, where n is the number of months. For example, to store cookies for three years, enter SaneCookieExp 36. The default is 60 months. SaneCookieDom .domain.com Changes the domain suffix for cookies sent by your web server, where .domain.com is the domain suffix you want to use for the cookies. If you have multiple servers or multiple virtual servers that all have the same suffix, you can set this option so that the same cookies are returned to all of the servers. For example, if you have two virtual servers named www.ecommerce.com and info.ecommerce.com, you can ensure that they both use the same cookies by entering SaneCookieDom .ecommerce.com. This allows a cookie sent by www.ecommerce.com to be sent back to info.ecommerce.com and vice versa. Note: Any domain suffix must contain at least two periods (.). This prevents cookies from being sent with a suffix such as .com or .org. Also, you can only specify a suffix that is the same as the server sending the cookie. In other words, you may not set a cookie for .ebiz.com if the name of your server is www.ecommerce.com. After saving your changes to httpd.conf, if the Apache server is running, stop the server and restart it to apply your changes. 264 IBM Unica NetInsight: Administrator's Guide Chapter 19. Working with user-defined processes User-defined processes are procedures you can create to perform additional database tasks when a NetInsight profile is updated. For example, you might create a user-defined process to update visit cost information, populate data model extension tables, or tweak database objects for better reporting performance. You can create multiple user-defined processes for a single profile, allowing users to break down individual tasks into individual user-defined processes. User-defined processes are stored in text files that contain one or more SQL statements. References to the text files are added to the NetInsight profile configuration file in the <userdefinedprocesses> XML elements. How NetInsight runs user-defined processes NetInsight runs user-defined processes during specified phases of a profile update. After NetInsight imports new data, it checks the profile's configuration file for user-defined processes. It then runs the user-defined processes one at a time in the order they are listed subject to the phase at which they are specified to run (for example, post-import or post-sampling). If no errors are encountered, NetInsight then moves on to visitor profiling. User-defined processes will only run if new data has been imported. If no new data is detected at update, user-defined are not run. If NetInsight encounters an error when running a user-defined process it displays an error message and halts the update. If you want certain errors to be ignored, wrap the user-defined process in a stored procedure with its own error handling capabilities. When an update halts, the profile's reports will not be available until you resolve the error and run the update again. When NetInsight resumes an update after a user-defined process error, it re-runs all user-defined processes, even those that completed successfully during the failed update. If you want a user-defined process to run only once per data import, the process should use transactions and other logic to side-step this behavior. Each profile has a userdefinedprocess.log file that contains the statistics on any user-defined processes. The log file is overwritten during every import. To configure NetInsight to run a user-defined process 1. Create a text file containing the SQL queries that define the process. The file's content must meet the following formatting criteria: v Queries must end in a semi-colon (;). v Each line must contain only one query. Queries may span multiple lines, but a line cannot contain two queries. v Comment lines must start wtih two hyphens (--). Comment lines will not be executed or appended to a query. v Calls to Oracle stored procedures must be wrapped in begin and end statements and cannot be not used in EXECUTE statements. © IBM Corporation 1996, 2011 265 v Raw SELECT statements cannot be used. Instead, include SELECT statements in INSERT, UPDATE, CREATE, or DROP statements or in stored procedures. (Raw SELECT statements result in a database error because they open a resultset without telling the database what to do with the results.) White space lines are allowed and will be skipped. 2. Save the file to a location NetInsight can access, such as the NetInsight program directory. 3. For each profile against which you want the process to run, open its configuration file and use the <userdefinedprocesses> and <process> elements to specify when the process should run and the path to its text file. For example: <userdefinedprocesses> <process phase="postimport" type="sql">postimport.sql</process> <process phase="postupdate" type="sql">postupdate.sql</process> </userdefinedprocesses> For the value for <process>, specify the path and name of the process's text file. If the file is located in the NetInsight program directory you do not need to specify the path. About the <userdefinedprocesses> and <process> elements To add user-defined processes to a profile, in the profile's configuration file use the <userdefinedprocesses> element to specify the list of processes. This element has no attributes or value. Use the child element <process> to specify each process. Processes run in the order they are listed, subject to their execution phase. The <process> element has two attributes. Attribute Description Possible values phase When to execute this process postaggregate: After aggregate reports are generated. postimport: After an -import command runs or Update is run from the NetInsightinterface. postsamplinglevel: After the import phase of sampling completes but while NetInsightis still in sampling mode. postupdate: After an -update command runs or Update is run from the NetInsightinterface. type Type of process sql Creating generic processes for multiple profiles To facilitate the creation of processes that work for multiple profiles, NetInsight recognizes the token %PROFILE_ROOT%. When NetInsightencounters this token in a process's SQL, it replaces it with the short profile name of the current profile. 266 IBM Unica NetInsight: Administrator's Guide User-defined process examples A generic user-defined process This example shows a user-defined process that can be used with any profile. The user-defined process logs the following data for each update into a central repository: v v v v v v Profile root Date Maximum VisitorID Maximum VisitID Maximum ViewID Maximum EventID With SQL Server To use this user-defined process with SQL Server, you first need to create the ProfileUpdates table using the following specifications: CREATE TABLE ProfileUpdates ( DateOfUpdate DATETIME NOT NULL, ProfileRoot VARCHAR(255) NOT NULL, VisitorID BIGINT NOT NULL, VisitID BIGINT NOT NULL, ViewID BIGINT NOT NULL, EventID BIGINT NOT NULL ); Next, create a file named UDP_SQL_Server.txt in the NetInsight directory. Place the following text in this file: BEGIN TRANSACTION; INSERT INTO ProfileUpdates( DateOfUpdate, ProfileRoot, VisitorID, VisitID, ViewID, EventID) SELECT GETDATE(), ’%PROFILE_ROOT%’, (SELECT ISNULL(MAX(VisitorID), 0) FROM %PROFILE_ROOT%_VisitorID), (SELECT ISNULL(MAX(VisitID), 0) FROM %PROFILE_ROOT%_Visits), (SELECT ISNULL(MAX(ViewID), 0) FROM %PROFILE_ROOT%_Views), (SELECT ISNULL(MAX(EventID), 0) FROM %PROFILE_ROOT%_Events); COMMIT TRANSACTION; Now, add the UDP_SQL_Server.txt file to the profile's configuration file, and NetInsight will start logging information about each update. With Oracle To use this user-defined process with Oracle, you first need to create the ProfileUpdates table under the NetInsight user's schema using the following specifications: CREATE TABLE ProfileUpdates ( DateOfUpdate DATE NOT NULL, ProfileRoot VARCHAR(255) NOT NULL, VisitorID NUMBER NOT NULL, VisitID NUMBER NOT NULL, ViewID NUMBER NOT NULL, EventID NUMBER NOT NULL ); Chapter 19. Working with user-defined processes 267 Next, create the following stored procedure under the NetInsight user's schema: CREATE OR REPLACE PROCEDURE Log_Profile_Update (Profile VARCHAR) IS BEGIN COMMIT; SET TRANSACTION NAME ’ProfileUpdate’; INSERT INTO ProfileUpdates SELECT CURRENT_DATE, ’unica’, (SELECT NVL(MAX(VisitorID), 0) FROM unica_VisitorID), (SELECT NVL(MAX(VisitID), 0) FROM unica_Visits), (SELECT NVL(MAX(ViewID), 0) FROM unica_Views), (SELECT NVL(MAX(EventID), 0) FROM unica_Events) FROM DUAL; COMMIT; END; Finally, create a file named UDP_Oracle.txt in the NetInsight directory. Place the following text in this file: BEGIN Log_Profile_Update( ’%PROFILE_ROOT%’ );END;; Now, add the UDP_Oracle.txt file to the profile's configuration file, and NetInsight will start logging information about each update. A user-defined process to populate the VisitCost table This user-defined process populates the profile's VisitCost table under the assumption that every view in a visit costs .001 dollars. INSERT INTO %PROFILE_ROOT%_VisitCost SELECT VisitID, (0.001 * Views), VisitorID, FirstViewDateTime, FirstViewDate FROM %PROFILE_ROOT%_Visits WHERE VisitID NOT IN (select VisitID from %PROFILE_ROOT%_VisitCost ); User-defined processes and database permissions Depending on what tasks a user-defined process performs, you may need to grant the NetInsight database user account additional database privileges. For example, the NetInsight database user typically does not have "execute stored procedure" privileges. NetInsight does not restrict which tasks can be performed within a user-defined process, so special care should be taken in setting the security permissions on the process's text files. If someone has write access to any of the user-defined process text files, that person can run any database command the NetInsight database user can run. To reduce the possible impact of malicious changes to the user-defined process text files, limit the NetInsight database user account to only those privileges it needs. 268 IBM Unica NetInsight: Administrator's Guide Chapter 20. Using regular expressions with NetInsight You can use regular expressions when setting profile options. Depending on the database you are using, you may also be able to use regular expressions when setting filters for reports. This lets you find specific report data quickly and accurately. The syntax is similar to that used in Perl. If you are unfamiliar with regular expression syntax, there are many tutorials on the Internet. Basics of regular expressions A regular expression is a way of specifying a pattern in a text string. For example, if you specify the pattern somephrase the regular expression rules matching engine finds any instance of the text somephrase in the field you are searching. It matches somephrase, somephrases, abcsomephrase123, and Here is somephrase. To cite a more useful example, you can use regular expressions to generate a report on all requests for HTM and HTML files on your site. In the Included Pages option, enter the filter that match the regular expression htm. This gives you a report on any page that has htm in its file name. Assuming you have not used htm as anything other than a file extension, you will get a report on all requests for HTML files. The report will include requests for files ending with html because the string html includes the string htm. Note: This assumes that either all your file names have lowercase extensions or that you have not enabled case-sensitivity in your profile options. (When case-sensitivity is not enabled, all pages, files, clips, and user names are imported as lowercase characters. Metacharacters The real power of regular expressions is in the use of metacharacters. Metacharacters allow you to construct expressions that match specific text patterns in an extremely flexible way. The following table lists and describes the metacharacters. Metacharacter Meaning . (period) Matches any one character no matter what the character is ? Matches the character immediately before it either zero times or one time * Matches the character immediately before it any number of times including zero (the character may not be in the string at all) + Matches the character immediately before it one or more times (the character must be in the string at least once) ^ Indicates that the characters which follow are at the start of the string only © IBM Corporation 1996, 2011 269 Metacharacter Meaning $ Indicates that the characters which precede it are at the end of the string \d Matches any single decimal digit (0-9) \D Matches any character that is not a decimal digit \s Matches a tab or space character \S Matches any character that is not a tab or a space \w Matches any letter, any digit, or the underscore character \W Matches any character which is not a letter, a digit, or the underscore \ Escape character allowing the use of any of the metacharacters with their regular keyboard meaning. For example, \. matches a period (.) in a regular expression. (A period (.) without a preceding escape character matches any one character no matter what the character is.) Metacharacter examples The following table shows examples that illustrate the use of metacharacters. Regular Expression Matches Reason up.own uptown Period (.) matches any character, even a space. updown up own .exe aexe 123exe Period (.) matches any character, even a space. 1exejfg \.exe .exe prog.exe ab?cdef acdef abcdef Backslash (\) tells the rules matching engine you are looking for a period, not using the period as a metacharacter. Question mark (?) matches both zero instances of b and one instance of b. abcdefg xyxacdefghij ntcgi\?johnswift 270 IBM Unica NetInsight: Administrator's Guide ntcgi?johnswift Backslash (\) tells the rules matching engine you are looking for a question mark, not using the question mark as a metacharacter. Regular Expression Matches Reason abc*defg abdefg Asterisk (*) matches the c zero or more times. abcdefg xyzabcdefghij abcccccdefg abc+defg abcdefg abccdefg Plus (+) matches the c one or more times. xygabcdefghij abcccdefghij free free freedom By default, text is matched wherever it is found in the text string. innisfree ^free free freedom free$ free innisfree Caret (^) only matches the beginning of the text string. Dollar sign ($) only matches at the end of the text string. Special characters In addition to metacharacters, you can use four other characters to indicate the relationships between various parts of the regular expression. Character Meaning | Tells the rules matching engine to match the text to the left of the pipe or the text to the right of the pipe [] Contains a set of characters and tells the rules matching engine to match any character within that set () Indicates that the part of the expression that is within the parentheses is to be considered as one unit ^ [abc] Negates the set of characters in brackets so that text must contain a character at that point in the expression but it cannot be any of the characters inside the brackets Chapter 20. Using regular expressions with NetInsight 271 Special character examples The following table shows examples that illustrate the use of the special characters. Example Matches they (would | should) they would Does Not Match Meaning Parentheses and pipe indicate text must contain at least one instance of either would or should they should they should have they would have [cz]one cone one Brackets indicate either a c or a z must be present for a match dxyz axyz mxyz bxyz Brackets indicate there must be a character at that point in the expression, but the caret indicates that character cannot be a, b, or c zone [^abc]xyz cxyz xyz Combining metacharacters You can combine several metacharacters in one regular expression. One of the most common combinations is the period and asterisk (.*) which matches a string of any length including the null string. Regular Expression Matches Reason .*\.cgi$ any string ending in .cgi The period and asterisk (.*) combination matches any string. The backslash (\) tells the matching rules engine to look for a period, not use the period as a metacharacter. .*.cgi$ acgi The second period is not preceded by a backslash (\), so it is being used as a metacharacter to match any one character no matter what the character is. A more compact form of writing the same pattern would be .+cgi. thomcgi file.cgi Using regular expressions You can use regular expressions when setting many options. Depending on your database type, you can use regular expressions to define filter groups or visitor profiles and when filtering reports. If regular expressions are not available, you can use the special characters for pattern matching supported by your database. 272 IBM Unica NetInsight: Administrator's Guide For example, NetInsight uses regular expressions heavily in both its browser and platform options. The following regular expression defines which user agents in your log files are classified as the Microsoft Internet Explorer Web browser: ^Mozilla/.*MSIE (\d+\.) To see this regular expression: 1) display a profile; 2) click the Options tab; 3) in the Options panel, select Visitors or Users> Browsers > Microsoft Internet Explorer > User Agents. If a user agent in your log file matches the regular expression above, then the browser used by that user will be listed as Microsoft Internet Explorer in your Browser Summary. By breaking down the regular expression, you can see exactly what it is looking for. Expression Meaning ^ The string must start with the characters that follow (Mozilla/) Mozilla/ The characters that must be at the beginning of the string .* The string must start with the characters that follow (Mozilla/) MSIE The next string of characters that must be present (including a space after the E) () The contents of the parentheses are considered a single unit \d Matches any decimal digit \. Modifies the \d so the rules matching engine looks for one or more digits The above expression will match the following strings: Mozilla/4.0 (compatible; MSIE 4.01; MSN 2.5; Windows 98) Mozilla/4.0 (compatible; MSIE 4.01; Windows 95) Mozilla/4.0 (compatible; MSIE 5.0; Windows 95; AIT; DigExt) Because the regular expression includes information about the browser version (\d+\.), if you have selected the Append the version number check box for the browser, the first two strings above appear as Microsoft Internet Explorer 4 and the last string will appear as Microsoft Internet Explorer 5. Depending on your database type you can also use the That match the regular expression filter with a regular expression when filtering a report. For example, you could use the Custom Report Wizard to create a custom Page Summary that only contains data for visitors who were using NetBSD, FreeBSD, or OpenBSD, but not BSDI. You would need to enter That match the regular expression.*BSD$ as the complete platform filter. The period and asterisk (.*) allows a match on any characters that precede BSD in the string, but because of the dollar sign ($), the string must end in BSD. If you are interested in examining your server's performance when it calls CGI programs, you can use the Custom Report Wizard to create a custom Server Performance Summary with the filter That match the regular expression.*\.cgi$ Chapter 20. Using regular expressions with NetInsight 273 (provided your CGI programs end with that extension). When you run the report, you will see only statistics on how your server performs when a CGI program is called. 274 IBM Unica NetInsight: Administrator's Guide Chapter 21. NetInsight command-line options NetInsight includes a command-line interface that you can use to perform many functions. The command-line options are useful for automating the update process as well as maintaining profiles. For the profile command-line options, the term short_profile_name refers to the name that appears in parentheses in the Available profiles list in the Profile Manager. You can also display a list of the short profile names by using the command nettracker admin -list. The basic syntax for Profile options is: nettracker [short_profile_name | all] -command The all option performs the requested operation on all profiles. Otherwise, the operation is performed only on the specified profile. Note: All parameters used with the command-line options are case-sensitive. About regular expressions with command-line options You can use a regular expression to specify multiple profiles on which to operate. The syntax is: nettracker "%regex" [options] or: nettracker admin -list "%regex" where regex is a regular expression that identifies the profiles you want. Note: If the percent sign (%) is not included, regex is not treated as a regular expression. When you use a regular expression, the actions indicated by the command-line options are carried out on all profiles whose names match the regular expression. It is important to test a regular expression for accuracy before you use it in an operation that affects data. Using the command nettracker admin -list "%regex" is a good way to test the regular expression to ensure that it matches only those profiles you want it to match. For example, before executing the first command below, run the second command to verify that the profiles matching the regular expression are correct: nettracker "%customer.*" -update nettracker admin -list "%customer.*" -abort Aborts the profile. This kills the associated NetInsight process and resets the profile. For all operations other than –abort, a profilename.lck file is created in the profile data directory (install_directory/data/profilename/) and the contents of that file are the PID of the current process. When –abort is run on a certain © IBM Corporation 1996, 2011 275 profile, it opens the profilename.lck file, if it exists, and attempts to kill the process with the PID found in the lock file. Importing of data is rolled back to the last checkpoint. Note: If there is no NetInsight process associated with this profile (in other words, there is no short_profile_name.lck file), this option has no effect. Example: nettracker short_profile_name -abort -addreport filename [-title newtitle] [-rptlist listname] [-rptfolder foldername] Adds a previously defined custom report to the profile. The report definition XML file must exist in the NetInsightinstall_directory/data/short_profile_name. The dimensions, filters, and metrics defined in the report must all exist in the profile into which the report is being added. Note: If the report definition references invalid dimensions or metrics, the report is not added and you receive an error message. If the report definition references an invalid filter, the filter is ignored and the report is added. You can use the –title, -rptlist, and –rptfolder subcommand-line options with the –addreport option, but they are not required. The –title option specifies a report title to use instead of the one specified in the XML file that defines the report. The –rptlist option specifies the report list to which NetInsight should add the report. If you do not use the –rptlist option, the report is added to the default report list for the profile. The –rptfolder option specifies the folder in the report list to which NetInsight should add the report. If you do not use the –rptfolder option, the report is added to the Custom Analysis folder. Only the report filename is required. Example: nettracker short_profile_name -addreport SomeReport.xml -title SomeTitle -alert Instructs NetInsight to execute all email alerts that have been configured in the options for the profile specified. The Email option in the administrative options, and the Email Tasks and Email Alerts options in the profile options, must be configured correctly for email alerts to successfully execute. Note: You can combine this option with the -email, -recalc, -recipients, -regen, and -update options. Reports are emailed at the conclusion of the -recalc, -regen, or -update, assuming that the email alert threshold is met. Example: nettracker short_profile_name -alert -update -alerttask alertname Instructs NetInsight to execute the specified email alert. The Email option in the administrative options, and the Email Tasks and Email Alerts options in the profile options, must be configured correctly for the email alert to successfully execute. 276 IBM Unica NetInsight: Administrator's Guide Note: If the alert name contains spaces, you must put the alert name in quotation marks. Example: nettracker short_profile_name -alerttask SomeEmailAlert -archive YYYYMM Removes the given month from the database and archives the reports for that month. Note: You cannot drill into reports for archived months. Note: Removing the last month from your profile is equivalent to clearing all data from the profile. This includes removing all information concerning unique visitors, which influences the identification of new and repeat visitors when importing new data. Example: nettracker short_profile_name -archive 200901 -archive YYYYMM,YYYYMM Removes multiple months from the NetInsight database and archives the reports for each listed month. (There should be no space after the comma that separates the months.) Note: You cannot drill into reports for archived months. Note: Removing all months from your profile is equivalent to clearing all data from the profile. This includes removing all information concerning unique visitors, which will influence the identification of new and repeat visitors when importing new data. Example: nettracker short_profile_nameshort_EasySet_name -archive 200901,200902 -checkdb Checks the NetInsight database to ensure that all necessary tables and indices exist. This command also outputs the disk usage of each table and index. If an index is missing, you can run the command nettracker short_profile_name -reindex -missing to rebuild it. For DB2, MySQL, and Oracle, this command also checks the last analysis date for the statistics on each table and index. If the statistics on these tables and indices are out of date, you can run the command nettracker short_profile_name -reanalyze to update them. If the user running the -checkdb option has the Select Catalog role for the Oracle database, NetInsight also examines the HASH_AREA_SIZE and SORT_AREA_SIZE parameters of your database to ensure they are set appropriately. Chapter 21. NetInsight command-line options 277 For SQL Server, this command also outputs the collation name for the tempdb and the database. This information appears at the end of the output. For example: Verifying important database settings... Collation for ntdb: Latin1_General_BIN Collation for tempdb: SQL_Latin1_General_CP1_CI_AS Note that the output of this command is designed to be interpreted by a trained database administrator. Before making any changes to your database configuration or running any of the commands mentioned above, you should consult with your database administrator or IBM technical support. Example: nettracker short_profile_name -checkdb -clear Removes all data from the NetInsight database tables for the profile. After using this command, you must update the profile before you can use it again. Example: nettracker short_profile_name -clear -compactdb filename In NetInsight for SQLite, reclaims available space within the given database file, or within all of the profile's database files if no file is specified. For <file> you should enter the full path and file name of the database file. Example (Windows): nettracker short_profile_name -compactdb "C:\Program Files\NetInsight\data\short_profile_name\ nettracker.dat" Example (UNIX): nettracker short_profile_nameshort_EasySet_name -compactdb /usr/local/NetInsight/data/short_profile_name/ nettracker.dat -email Instructs NetInsight to perform all email tasks that have been configured in the options for the profile specified. (Tasks that have the Exclude from batch execution check box selected are not executed.) You must configure correctly both the Email Tasks option in the profile options and the Email options in the administrative options for email tasks to be executed successfully. Note: You can combine this option with the -recalc, -recipients, -regen, and -update options. Reports are emailed at the conclusion of the -recalc, -regen, or -update, assuming that task completes successfully. Example: nettracker short_profile_name -email 278 IBM Unica NetInsight: Administrator's Guide -emailtask taskname Instructs NetInsight to perform the specified email task. You must configure correctly both the Email Tasks option in the profile options and the Email options in the administrative options for email tasks to be executed successfully. Note: If the task name contains spaces, you must put the task name in quotation marks. Note: You can use the -recipients option to specify a list of recipients to use instead of the recipients specified in the task. Example: nettracker short_profile_name -emailtask SomeEmailTask -expiretitles Instructs NetInsight to mark all page titles as expired. Page titles for any pages processed during subsequent updates are resolved the next time requests for them are processed, as if they had expired normally. Example: nettracker short_profile_nameshort_EasySet_name -expiretitles -forget log_filename Whenever NetInsight processes a log file, it remembers that file by storing the first 900 bytes of the file, the file size, and the location that it left off in the file. As a result, if the file grows, NetInsight processes only the new data. The -forget command tells NetInsight to forget that it has already processed the log file. If you tell NetInsight to forget a log file, it reprocesses the whole log file instead of picking up from where it left off. For <logfile> you should enter the full path and file name of the log file. Example (Windows): nettracker short_profile_name -forget c:\logs\access.log Example (UNIX): nettracker short_profile_name -forget /logs/access.log You can tell NetInsight to forget multiple log files with a single command by using wildcards. The -forget option accepts a file specification, as long as it is a valid file specification according to the wildcard rules of the operating system on which NetInsight is installed. Example (Windows): nettracker short_profile_name -forget "c:\logs\ex0001*" Example (UNIX): Chapter 21. NetInsight command-line options 279 nettracker short_profile_name -forget "/usr/local/apache/logs/access_log200001*" -import Imports new data for both Full and Sample modes without generating reports. You can use the sub-command-line option -nosample with -import. Example: nettracker short_profile_name -import -nosample Skips the sample phase of importing. The sample tables are not modified. Example: nettracker short_profile_name -import -nosample -module Causes NetInsight to forget or remove paid search integration module data for a profile. Use the module command with forget if you want to re-import previously imported paid search data (for example, if the data has changed subsequent to import). Data for the specified dates will not be removed from the NetInsight database. It will be re-imported at the next update. Use the module command with remove if you want to permanently remove paid search from the NetInsight database (for example, to reduce the size of the database). The data will be removed and will not be re-imported during subsequent updates. You target data for the command by specifying a date or month. Multiple dates or months can be separated by commas. Do not use spaces between commas. You cannot target an entire year (other than by listing each of its months). You cannot target a date range (other than by listing each date in the range). Format for dates is YYYYMMDD. Format for months is YYYYMM. Note: If you remove data that you later want to get back, use the module command with forget. Then run an update. Example: Forgetting data for specific dates This example will cause NetInsight to forget paid search data for September 4, 5, and 6, 2009. Paid search data for these dates will be re-imported at the next update. nettracker short_profile_name -module PSI -forget 20090904,20090905,20090906 Example: Forgetting data for specific months 280 IBM Unica NetInsight: Administrator's Guide This example will cause NetInsight to forget paid search data for September and October 2009. Paid search data for these months will be re-imported at the next update. nettracker short_profile_name -module PSI -forget 200909,200910 Example: Removing data for specific dates This example will remove paid search data from NetInsight for September 4, 5, and 6, 2009. Paid search data for these dates will not be re-imported during subsequent updates. nettracker short_profile_name -module PSI -remove 20090904,20090905,20090906 Example: Removing data for specific months This example will remove paid search data from NetInsight for September and October. Paid search data for these dates will not be re-imported during subsequent updates. nettracker short_profile_name -module PSI -remove 200909,200910 -quiet Instructs NetInsight not to print anything to standard output when performing command-line operations. Example: nettracker short_profile_name -update -quiet -reagg Drops and recalculates an aggregate table for both Full and Sample modes in the database. You can use the sub-command-line options -nosample, and -sampleonly. Note: This command does not re-import log files. Example: nettracker short_profile_name -reagg table_name You can verify aggregate table name values by examining your installation's webaggdef.xml file located at netinsight_root/data. -nosample Skips the tables used for Sample mode. The sample tables are not modified. Example: nettracker short_profile_name -reagg table_name -nosample Chapter 21. NetInsight command-line options 281 -sampleonly Drops and recalculates only those tables used for Sample mode. Non-sample tables are not modified. Example: nettracker short_profile_name -reagg table_name -sampleonly -reanalyze Forces an update of the analysis statistics on the NetInsight tables and indices in an Oracle, MySQL, or DB2 database. NetInsight automatically updates these statistics every 15 updates. Running the -reanalyze command does not reset this counter. Note: This command has no effect if you are running NetInsight with Microsoft SQL Server. SQL Server automatically updates the statistics it keeps on tables and indices in a database. Example: nettracker short_profile_name -reanalyze -recalc Drops and recalculates the aggregate tables, report tables, and results tables for both Full and Sample modes in the database and then regenerates the corresponding report files for the defined pregenerated report range. You can use the sub-command-line options -nosample, -sampleonly and reportkey. Note: This command does not re-import log files. Example: nettracker short_profile_name -recalc -nosample Skips the tables used for Sample mode. The sample tables are not modified. Example: nettracker short_profile_name -recalc -nosample -sampleonly Drops and recalculates only those tables used for Sample mode. Non-sample tables are not modified. Example: nettracker short_profile_name -recalc -sampleonly reportkey Drops and recalculates only those tables used for a specific report. Can be used in conjunction with the -nosample and -sampleonly parameters. 282 IBM Unica NetInsight: Administrator's Guide Example: nettracker short_profile_name -recalc reportkey -sampleonly You can verify report key values by examining your profile’s rpttimes.log. -recipients list Specifies the email addresses that should receive the reports in one or more email tasks. For list, you should enter a comma-delimited list of email addresses, enclosed in quotation marks. (Spaces before or after the commas are ignored.) This list of addresses is used instead of the recipients specified in the email tasks. This option makes it easier to test email tasks and to send reports to different people at different times. Example (-email): nettracker short_profile_name -email -recipients "bob@ IBM.com, joe@ IBM.com" Example (-emailtask): nettracker short_profile_name -emailtask SomeEmailTask -recipients "[email protected], joe@ unica.com" -regen Regenerates the associated HTML files for the profile or the administrative HTML pages if used with the -admin option. You can use this command to re-create the contents of the HTML directory for a profile if they were accidentally deleted. You can use the sub-command-line option -nosample with -regen. Note: With the -admin option, this command is the same as the administrative command -clear. Example (profile): nettracker short_profile_name -regen Example (administrative): nettracker -admin -regen -nosample Skips the HTML files used for Sample mode reports. Only reports for Full reporting mode are generated. Example: nettracker short_profile_name -regen -nosample -reindex Rebuilds the NetInsight database indexes, including any that are missing. Example: nettracker short_profile_name -reindex Chapter 21. NetInsight command-line options 283 -reindex-missing Rebuilds only the missing NetInsight database indexes. Example: nettracker short_profile_name -reindex-missing -remove YYYYMM or YYYYMMDD Removes the given date or month from the database. Note: This option permanently deletes data from your database. If you think you might need the data again at some point in the future, you should ensure that you have copies of all of your log files before you remove the data. Note: If your profile contains data for only one month, removing that month from your profile is equivalent to clearing all data from the profile. This includes removing all information concerning unique visitors, which will influence the identification of new and repeat visitors when importing new data. Examples: nettracker short_profile_name -remove 20090625 nettracker short_profile_name -remove 200906 -remove YYYYMM,YYYYMM Removes multiple months from the database. (There should be no space after the comma that separates the months.) Note: This option permanently deletes data from your database. If you think you might need the data again at some point in the future, you should ensure that you have copies of all of your log files before you remove the data. Note: Removing all months from your profile is equivalent to clearing all data from the profile. This includes removing all information concerning unique visitors, which will influence the identification of new and repeat visitors when importing new data. Example: nettracker short_profile_name -remove 200901,200902 -remove resume Resumes a previous -remove YYYYMMDD command that did not complete. NetInsight uses the lck file for the previous -remove command to determine the remove state before the process was stopped or failed. The lck file information includes the date ranges that were previously entered in the -remove command. Example: nettracker short_profile_name -remove resume 284 IBM Unica NetInsight: Administrator's Guide -reports Selectively generates reports for which new data exists or whose content has changed since the last time report generation was run (for example, due to a change in the report's definition) . Both the query and HTML creation phases of report generation are run. You can use the -sampleonly or -nosample sub-command-line options to target only sampled or non-sampled reports. Based on your reporting needs, this can allow you to reduce the time spent on report generation. For example, if you import data every day but rely primarily on sampled reports throughout the week, you could generate sampled reports daily and non-sampled reports once a week. Note: You can replace short_profile_name with all to update all the profiles. Example: nettracker short_profile_name -reports -nosample Sampled reports are not generated. Example: nettracker short_profile_name -reports -nosample -sampleonly Non-sample reports are not generated. Example: nettracker short_profile_name -reports -sampleonly -reprofile Instructs NetInsight to reapply the visitor profile definitions to the visitor data. The results of -reprofile do not appear on the reports until the profile is updated. Example: nettracker short_profile_name -reprofile -resample Clears the sample tables in the profile's database and repopulates the tables. Data in non-sample tables is not affected. After you run -resample, you should usually run the -recalc -sampleonly option to keep the sample reports in sync with the underlying sample data. Example: nettracker short_profile_name -resample Chapter 21. NetInsight command-line options 285 -reseed seed_number Changes the sample seed value in the profile's configuration file. The seed value determines the random number generator algorithm that generates the data sample. The new seed value does not take affect until the profile is sampled. Example: nettracker short_profile_name -reseed seed_number -resolvetitles Instructs NetInsight to immediately resolve page titles for all known pages. Example: nettracker short_profile_name -resolvetitles -samplecalc entity number Estimates the visitor sample percentage to specify in the profile options to create a sample of the specified number of the specified entity. Common entities are View, Visit, Event, and Visitor. The entity is case-sensitive. The profile needs to contain data before NetInsight can estimate the sample size. This option returns a value that must be entered into the Visitor sample percentageSample % field in the profile options. Because the returned value is an estimate, the resulting data sample might not contain the exact number you specified. Example: nettracker short_profile_name -samplecalc Visit 10000 -update Updates the profile. This imports any new log file data, updates the sample tables, and then generates all aggregates, dimension levels and bins, metrics and reports associated with the profile for both Full and Sample modes. You can use the sub-command-line options -nosample and -sampleonly with -update. Note: You can replace short_profile_name with all to update all the profiles. Example: nettracker short_profile_name -update -nosample Skips the sample phases of the update. Sample tables are not modified and the sample reports are not generated. Example: nettracker short_profile_name -update -nosample -sampleonly Processes only the sample phase of the report generation during the update. Non-sample reports are not generated. 286 IBM Unica NetInsight: Administrator's Guide Example: nettracker short_profile_name -update -sampleonly -add Adds a new profile. This command is similar in functionality to clicking Create Profile at the Profile Manager. You can use sub-command-line options with the -add option, but they are not required. Only the short profile name is required. Example: nettracker admin -add <short_profile_name> [sub-command-line options] -copy <profile_name| Copies the specified profile, including its configuration settings, reports, and user access privileges. It performs the same function as the Copy profile button in the Profile Manager. The following example copies the existing profile with the short name reports to a new profile with the short name ecommerce: nettracker admin -add ecommerce -copy reports -include<includepath| Includes only pages that start with <includepath>. This command-line option corresponds to the Included Pages option in the profile options. Note: When you use this command-line option, you can only filter for pages that start with. -logpath<logpath| Specifies the full path to the log file and the file name or wildcard. -logtype<logtype| Specifies the type of log file. v v v v v v v 0=Auto detect (default) 1=Netscape Flexible 2=NCSA Common/Combined 3=W3C Extended 4=IIS Standard/Extended 5=Microsoft Proxy 6=WebSite v v v v v v v 7=Gauntlet 8=IBM Firewall 9=Raptor Eagle 10=Open Market Extended 11=wu-ftpd 12=NcFTPd 13=CERFNet Chapter 21. NetInsight command-line options 287 v v v v v 14=Squid 15=Sidewinder 16=WatchGuard 17=RealSystem Server, Helix Universal Server 18=Cisco PIX -name<name| Specifies the name of the profile. This is the same as the Profile title option that can be specified in General Options. -password<password| This option will set the password, but does not enable password protection for any of the profile options. You can use the default template to enable password protection. -template<template| Specifies the full path to the template file. If you do not specify the -template option, the default template file is used. The default location for the template file on UNIX is /usr/local/NetInsight/data/ admin. The default location on Windows is C:\Program Files\NetInsight\data\ admin. You can edit the default template file in the Profile Manager. -type <profile type| 1=Web Server (the default and only option) -url <url| Specifies the URL. This is the same URL that you would otherwise enter in the General Options. The example command that follows creates a profile called test1 (based on a template named template1.cfg) that analyzes Netscape Flexible log files. The example uses the subcommand-line options -dir, -logpath, -logtype, and -template. Example (UNIX): nettracker admin -add test1 -dir /usr/local/NetInsight -logpath /export/home/logs/access.log -logtype 1 -template /usr/local/NetInsight/templates/template1.cfg Example (Windows): NetTracker.exe admin -add test1 -dir "c:\Program Files\NetInsight" -logpath c:\WinNT\System32\logfiles\W3CSV1\ex020531.log -logtype 1 -template "C:\Program Files\NetInsight\templates\template1.cfg" 288 IBM Unica NetInsight: Administrator's Guide -addlang pathname_for_language_pack Adds the specified NetInsight language pack, to support display of the user interface in multiple languages; each profile can be displayed in a different language if desired. Example: nettracker admin -addlang c:\n73_fr.gz -adduser user_name [-email emailaddress] [-fullname fullname] [-password password] [-role role] [-reportingmode reportingmode] Adds the user with the specified name. This command is identical in functionality to creating a user in the administrative options. You can use one or more sub-command-line options, listed below, with the -adduser option, but they are not required. Only the user name is required. Example: nettracker admin -adduser "Bob Smith" -email email address Specifies the email address for the user. Example: nettracker admin -adduser "Bob Smith" -email bob@ IBM.com -fullname "full name" Specifies the full name of the user. If the full name contains spaces, you must enclose the name in quotation marks. Example: nettracker admin -adduser "Bob Smith" -fullname "Bob Leonard Smith" -password password Adds the user with the specified password (the default password is blank). If a password is specified and NetInsight is configured to authenticate users using an external database or the Web server, a warning message appears when you run the command. (A password is applicable for internal database authentication only.) Example: nettracker admin -adduser "Bob Smith" -password a0s9d8 -reportingmode reportingmode Specifies the default reporting mode for the user. The two possible values are full and sample. Example: nettracker admin -adduser "Bob Smith" -reportingmode sample Chapter 21. NetInsight command-line options 289 -role role_name Specifies the default role for the user. Example: nettracker admin -adduser "Bob Smith" -role _pwruser Note: For this option, use the name of the role (for example, nettracker admin -adduser "Bob Smith" -role _pwruser) and not the title of the role (for example, do not use nettracker admin -adduser "Bob Smith" -role Power User). You can display a list of role names by using the command nettracker admin -listroles. -assignuser user_name short_profile_name {[-role role_name] | [-view view_name]} Assigns the role or view (or both) to the specified user in the specified profile. This command is identical in functionality to assigning a role and/or a view to a user in the specified profile in the administrative options. You must use at least one sub-command-line option with the -assignuser option. Example: nettracker admin -assignuser "Bob Smith" short_profile_name -view myview -role role_name Assigns the role to the specified user in the specified profile. Example: nettracker admin -assignuser "Bob Smith" short_profile_name -role pwruser Note: For this option, use the name of the role (for example, nettracker admin assignuser "Bob Smith" short_profile_name -role _pwruser) and not the title of the role (for example, do not use nettracker admin -assignuser "Bob Smith" short_profile_name -role Power User). You can display a list of role names by using the command nettracker admin -listroles. -view view_name Assigns the view to the specified user in the specified profile. -changeuser user_name [-email emailaddress] [-fullname fullname] [-password password] [-role role] [-reportingmode reportingmode] Changes the specified user's password, default role, or default reporting mode (or any combination of these). This command is identical in functionality to changing a user's password, default role, or default reporting mode in the administrative options. If a password is specified and NetInsight is configured to authenticate users using an external database or the Web server, a warning message appears when you run the command. (A password is applicable for internal database authentication only.) You must use at least one sub-command-line option with the -changeuser option. 290 IBM Unica NetInsight: Administrator's Guide Example: nettracker admin -changeuser "Bob Smith" -email email address Changes the email address for the user. Example: nettracker admin -changeuser "Bob Smith" -email bob@ IBM.com -fullname "full name" Changes the full name of the user. If the full name contains spaces, you must enclose the name in quotation marks. Example: nettracker admin -changeuser "Bob Smith" -fullname "Bob Leo Smith" -password password Changes the specified user's password. Example: nettracker admin -changeuser "Bob Smith" -password a0s9d8 -reportingmode reportingmode Changes the specified user's default reporting mode. The two possible values are full and sample. Example: nettracker admin -changeuser "Bob Smith" -reportingmode sample -role role_name Changes the specified user's default role. Example: nettracker admin -changeuser "Bob Smith" -role _pwruser Note: For this option, use the name of the role (for example, nettracker admin -changeuser "Bob Smith" -role _pwruser) and not the title of the role (for example, do not use nettracker admin -changeuser "Bob Smith" -role Power User). You can display a list of role names by using the command nettracker admin -listroles. -clear Regenerates the top frame of the Profile Manager and the NetInsight Homepage. This command is the same as the -admin -regen command Example: nettracker admin -clear Chapter 21. NetInsight command-line options 291 -dbpasswd Changes the password used to connect to the Oracle, SQL Server, MySQL, or DB2 database. This command does not change the password on the database. It only changes the password that NetInsight uses to connect to the database. When running this command you are prompted first to enter your old password and then to enter your new password. Example: nettracker admin -dbpasswd IBMNetInsight 8.0 - Copyright(c) 2009 IBM Corporation Changing the password for the database connection. Enter old password: old_password Enter new password: new_password Database password successfully changed. -delete short_profile_name Deletes the specified profile and all of its reports, removing it from the Profile Manager and also removing its associated directories. Example: nettracker admin -delete short_profile_name -deleteuser user_name Deletes the specified user. Example: nettracker admin -deleteuser "Bob Smith" -dir dir Specifies the NetInsight program directory. The -dir option must be specified when executing NetInsight from the command line outside of the NetInsight program directory. The default program directory on UNIX is /usr/local/ NetInsight. The default program directory on Windows is C:\Program Files\NetInsight.. Note: If there are spaces in the program directory path, you must enclose the directory parameter in quotation marks. Example (Windows): C:\Program Files\NetInsight\nettracker.exe all -update -dir "C:\Program Files\NetInsight" Example (UNIX): /usr/local/NetInsight/nettracker.exe all -update -dir usr/local/ NetInsight/ 292 IBM Unica NetInsight: Administrator's Guide -list or -list %regex Lists the available profiles. This list of profiles is the same as the list that appears in the Profile Manager. You can use "%regex" immediately after -list to display a list of the profiles described by the regular expression. Example: nettracker admin -list -listroles Lists the title and name of each role. This command is similar in functionality to viewing the title and name of a role in the administrative options. Note: The role title can consist of one or more words. It appears in the list of roles in the administrative options and can be edited after it has been saved. The role name is one word and cannot be edited after it has been saved. Example: nettracker admin -listroles -listusers short_profile_name [-explicit] Lists each user's effective role and default view for the specified profile. This command is similar in functionality to viewing a user's profile settings in the administrative options. You can use a sub-command-line option with the -listusers <short_profile_name> option, but it is not required. Only the short profile name is required. Example: nettracker admin -listusers short_profile_name -explicit Includes only users with a role or default view explicitly assigned for the specified profile name. Example: nettracker admin -listusers short_profile_name -explicit -quiet Instructs NetInsight not to print anything to standard output when performing administrative command-line operations. -roleinfo role_name Lists: 1. All profiles with the specified role as the default role 2. All users with the specified role as their default role 3. All users with the specified role explicitly assigned in a profile, along with the profile in which it is assigned Chapter 21. NetInsight command-line options 293 Note: For this option, use the name of the role (for example, nettracker admin -roleinfo _pwruser) and not the title of the role (for example, do not use nettracker admin -roleinfo Power User). You can display a list of role names by using the command nettracker admin -listroles. Example: nettracker admin -roleinfo _pwruser -userinfo user_name [-explicit] Lists the specified user's effective role and default view for each profile. This command is similar in functionality to viewing a user's role and default view for each profile in the administrative options. You can use a sub-command-line option with the -userinfo option, but it is not required. Only the user name is required. Example: nettracker admin -userinfo "Bob Smith" -explicit Includes only profiles in which the user has been explicitly assigned a role or default view. Example: nettracker admin -userinfo "Bob Smith" -explicit 294 IBM Unica NetInsight: Administrator's Guide Chapter 22. NetInsight configuration files NetInsight uses three configuration (.cfg) files to track profile options and other information. Configuration files are written in XML which you can read and edit directly. v The program configuration file (NetTracker.cfg) contains information about your NetInsight version and license. It is located in the NetInsight root directory. (In Windows, the root directory is located in C:\Program Files\. In UNIX, the root directory is in /usr/local/.) v The profile type configuration file (web.cfg) stores global profile configuration settings. It is stored in the NetInsight_root/data/admin directory. v Each time you create a profile, NetInsight creates a local profile configuration file for it. The local configuration file has the same base name as the new profile. It is stored in the NetInsight_root/data/profile_name directory. About the NetInsight configuration file The program configuration file (NetTracker.cfg) contains all of the options available under Edit Administrative Options. It also contains information about your version of and your license. The first line in the file is the XML declaration, which specifies which version of XML the file is using. The first element in the file is <progoptions>. This element is an overall container element. All other entries in the file must be after <progoptions> and before </progoptions>. The <progoptions> element has two attributes. Attribute Definition Possible values version Version of your product x.x.x type Edition of your product ebl, ebd, ebm, ebo, ebs, ebn Default v NetTracker v ebd = NetInsight for DB2 v ebm = NetInsight for MySQL v ebo = NetInsight for Oracle v ebs = NetInsight for SQL Server activationkey The <activationkey> element specifies the activation key for your license. This element has no attributes and no child elements. This element must be contained by the <license> element. Example <activationkey>eval</activationkey> © Copyright IBM Corp. 1996, 2011 295 adminbutton The <adminbutton> element sets the Enable Administration button option on the Advanced options page of the administrative options. If the element is present, the option is selected. If it is absent, the option is not selected. This element has no attributes, no child elements, and no value. Example <adminbutton/> adminemail The <adminemail> element sets the Administrator's address option on the Email options page of the administrative options. This element has no attributes and no child elements. It must be contained by the <email> element. Example <adminemail>bsmith@ IBM.com</adminemail> authentication The <authentication> element is a container element for the user authentication child elements <loginexpiration>, <method>, <password>, <plugin>, <restrictprofilemanager>, and <source>. The <authentication> element has no attributes and no value. The <password> element is only used when the authentication method is set to internal. Example <authentication> <loginexpiration>never</loginexpiration> <method>internal</method> <password length="1" numerics="0" special="0"/> <restrictprofilemanager/> </authentication> backgrounddrilldowns The <backgrounddrilldowns> element sets the Run drilldowns in background option on the Advanced options page of the administrative options. If the element is present, the option is selected. If it is absent, the option is not selected. This element has no attributes, no child elements, and no value. Example <backgrounddrilldowns/> cachesize The <cachesize> element specifies the cache size, in number of database pages, to be used by SQLite. The <cachesize> element has no attributes and no child elements. It must be contained by the <database> element. The value of the <cachesize> element is the size of the cache in terms of a number of database pages. The default is 2000. 296 IBM Unica NetInsight: Administrator's Guide Note: This element applies only to NetInsight for SQLite. Example <cachesize>2500</cachesize> cgidir The <cgidir> element specifies the path for the NetInsight CGI-BIN directory. The directory must be set up as a CGI-BIN directory within your Web server software. The <cgidir> element has no attributes and no child elements. This element must be contained by the <platform> element. Example <cgidir>c:\inetpub\scripts\NetInsight\</cgidir> cgiextension The <cgiextension> element specifies the file extension used for CGI files. For Windows, the extension is .exe. For UNIX, the extension is .cgi. The <cgiextension> element has no attributes and no child elements. This element must be contained by the <platform> element. Example <cgiextension>exe</cgiextension> cgiurl The <cgiurl> element specifies the URL that corresponds to the CGI-BIN directory. The <cgiurl> element has no attributes and no child elements. This element must be contained by the <platform> element. Example <cgiurl>http://www.unica.com/scripts/NetInsight /</cgiurl> checkpointmegs The <checkpointmegs> element specifies the interval at which NetInsight stores all processed data in the database. The interval must be specified in megabytes of data processed. The default is 125, meaning NetInsight stores data in the database each time it has processed 125 MB of data. This element has no attributes and no child elements. It must be contained by the <database> element. Example <checkpointmegs>150</checkpointmegs> database The <database> element is a container element for the database settings elements <maxcache>, <dbconnect>, <dbpassword>, <checkpointmegs>, <indextablespace>, <dbsessions>, <datastoredir>, <pagesize>, <cachesize>, <syncmode>, <tempstore>, and <tempstoredir>. The <database> element has no attributes and no value. Chapter 22. NetInsight configuration files 297 Example <database> <maxcache visits="512" views="4096" errors="1000" ids="503"/> <ctmemory>300</ctmemory> <ctsectors>64</ctsectors> </database> datastoredir The <datastoredir> element specifies the directory in which to store temporary data files during import. The default value is the profile's data directory. The default data directory is /data/short_profile_name/, where NetInsight is the program directory and short_profile_name is the profile name that appears in parentheses in the Available profile list. Do not modify this element without contacting technical support. This element is not present in the program configuration file unless you explicitly add it. Note that no corresponding option is available in the NetInsight administrative options interface. This element has no attributes and no child elements. It must be contained by the <database> element. Example <datastoredir>NetInsight /data/mywebprofile</datastoredir> dbconnect The <dbconnect> element specifies the database connection string. This string is built during installation. Do not modify this element without contacting technical support. This element has no attributes and no child elements. It must be contained by the <database> element. Note: This element does not apply to NetInsight for SQLite. Example <dbconnect>DRIVER={SQL Server};UID=NetInsight ;PWD=%s; DATABASE=NetInsight ;SERVER=NetInsight \ </dbconnect> 298 IBM Unica NetInsight: Administrator's Guide dbpassword The <dbpassword> element specifies the password NetInsight uses to connect to the database. You can change this element using the administrative commandline option -dbpasswd. This element has no attributes and no child elements. It must be contained by the <database> element. Example <dbpassword>c9b8MpJipwUU7M</dbpassword> dbsessionoptions The <dbsessionoptions> element sets the Database session options option on the Advanced options page of the administrative options. In general, you should not change the value for this element without contacting technical support. This element has no attributes and no child elements. It must be contained by the <database> element. Example <dbsessionoptions>sort_area_size = 1048576</dbsessionoptions> dnsserver The <dnsserver> element sets the DNS server address option on the DNS page of the administrative options. This element has two attributes. Attribute Corresponding option Possible values Default timeout Reverse DNS timeout Any numeric value from 2 to 7200 3 retries Reverse DNS retries 4 Any numeric value from 0 to 100 The <dnsserver> element has no child elements. It must be contained by the <network> element. Example <dnsserver timeout="10" retries="10"> 172.16.45.2 </dnsserver> disablehtmlwithlinks The <disablehtmlwithlinks> element specifies that the Web Browser, with links (.html) format is not available in the list of formats for reports sent via email. This element has no attributes, no value, and no child elements. This element is not present in the NetInsight program configuration file unless you explicitly add it. Note that no corresponding option is available in the NetInsight administrative options interface. When the <disablehtmlwithlinks> element is present in the NetInsight program configuration file: Chapter 22. NetInsight configuration files 299 v The Web Browser, with links (.html) option will not appear in the Format of reports drop-down list. This list is located on these windows and pages: – Email option pop-up window (this window appears when you click the Email icon in the main interface). – Email Tasks Email task description page (this page appears when you edit an email task). – Custom Report Wizard Emailing the Report page (this page appears when you click Email on the Custom Report Wizard Report Summary page). v The default option in the Format of reports drop-down list is Web Browser, without links (.html). v An email task that was previously configured to use the Web Browser, with links format will continue to use that format; however, when you edit the email task, the default value of the Format of reports drop-down list is Web Browser, without links (.html). Example <disablehtmlwithlinks/> email The <email> element is a container element for the email settings elements: <mailserver>, <mailfrom>, and <adminemail>. The <email> element has no attributes and no value. Example <email> <mailserver port="25">mail.unica.com</mailserver> <mailfrom>NetInsight @unica.com</mailfrom> </email> envvars The <envvars> element specifies the environment variables that should be set when NetInsight starts. This list appears on the Environment Variables page. The <envvars> element has no attributes and no value. Specify the environment variables using the child element <envvar>. The <envvar> element has one attribute. Attribute Corresponding option name Name of variable Possible values Any environment variable name Example <envvars> <envvar name="ORACLE_HOME"> /home/oracle/u01/app/oracle/product/8.1.5 </envvar> <envvar name="NLS_LANG"> AMERICAN_AMERICA.WE8ISO8859P1 </envvar> </envvars> 300 IBM Unica NetInsight: Administrator's Guide Default helpurl The <helpurl> element directs the links in the Help menu to a server of your choosing. If it is missing (the default), the links in the Help menu automatically point to IBM's hosted documentation server. Typically you would only add this element if your network does not have internet access and as a result you need to install the NetInsight documentation on your corporate intranet. Example <helpurl>http://somedocserver.mydomain.com</helpurl> homepagebutton The <homepagebutton> element sets the Enable InsightNetInsightHomepage button option on the Advanced options page of the administrative options. If the element is present, the option is selected. If it is absent, the option is not selected. This element has no attributes, no child elements, and no value. Example <homepagebutton/> htmldir The <htmldir> element specifies the path for the NetInsight HTML directory. The directory must be under the document root for your Web server. The <htmldir> element has no attributes and no child elements. This element must be contained by the <platform> element. Example <htmldir>c:\inetpub\wwwroot\NetInsight\</htmldir> htmlurl The <htmlurl> element specifies the URL that corresponds to the HTML directory. The <htmlurl> element has no attributes and no child elements. This element must be contained by the <platform> element. Example <htmlurl>http://www.unica.com/NetInsight /</htmlurl> httpproxy The <httpproxy> element sets the HTTP proxy server option on the Proxies page of the administrative options. This element has one attribute. Attribute port Corresponding option HTTP proxy server port Possible values Default Any number Chapter 22. NetInsight configuration files 301 The <httpproxy> element has no child elements. It must be contained by the <network> element. Example <httpproxy port="80">172.16.96.7</httpproxy> indextablespace The <indextablespace> element specifies the name of the tablespace (filegroup in SQL Server) where the indices are stored. Do not modify the value of this element without contacting technical support. This element has no attributes and no child elements. It must be contained by the <database> element. Example <indextablespace>INDX</indextablespace> license The <license> element is a container element for the license settings elements: <serialnumber> and <activationkey>. The <license> element has no attributes and no value. Example <license> <serialnumber>eval</serialnumber> <activationkey>eval</activationkey> </license> locale The <locale> element customizes the administrative interface for your locale. If the element is missing, the defaults are used. This element has four attributes; each one corresponds to an option on the Locale options page in the administrative options. Attribute Corresponding option Possible values Default timeformat Display time as 12hr, 24hr 12hr dateformat Display date as mdy, dmy, ymd mdy charset Character set latin1, latin2, sjis, big5, gb2312, euckr, user latin1 language Language Two-character language identifier en This element has no child elements and no value. Example <locale timeformat="12hr" dateformat="mdy" charset="latin1" language="en"/> 302 IBM Unica NetInsight: Administrator's Guide logbrowsing The <logbrowsing> element sets the Enable log file browsing option on the Advanced options page of the administrative options. If the element is present, the option is set. If it is missing, the option is not set. This element has no attributes, no child elements, and no value. Example <logbrowsing/> logformats The <logformats> element contains a list of custom log formats. This list displays on the Custom Log Formats page of the administrative options. The <logformats> element has no attributes and no value. Use the child element <logformat> to specify the actual formats. The value of the <logformat> element is the name of the format. This element has one attribute. Attribute Corresponding option format Log format Possible values Default Any valid log format* * For details on valid log formats, including mandatory field identifiers, see the NetInsight User's Guide or online help. Example <logformats> <logformat format="%HOST% %IDENT% %USERNAME% [%DATETIME%] "%REQUEST%" %STATUS% %BYTES% "%REFERRER%" "%USERAGENT%" "%SANECOOKIE%" %SANESTOP% %TIMETAKEN%"> NCSA Combined plus plug-in </logformat> </logformats> loginexpiration The <loginexpiration> element sets the Logins expire option on the Authentication page of the administrative options. The possible values are never and session. The default is never. This element has no attributes and no child elements. It must be contained by the <authentication> element. Example <loginexpiration>never</loginexpiration> mailfrom The <mailfrom> element sets the From address option on the Email page of the administrative options. This element has no attributes and no child elements. It must be contained by the <email> element. Chapter 22. NetInsight configuration files 303 Example <mailfrom> NetInsight @unica.com</mailfrom> mailserver The <mailserver> element sets the Mail server (SMTP) option on the Email page of the administrative options. This element has one attribute. Attribute Corresponding option port Mail server port Possible values Default Any number up to 65,535 25 Example <mailserver port="25">mail.unica.com</mailserver> maxcache The <maxcache> element specifies how database items will be cached on the client. This element has five attributes. Attribute Corresponding option Possible values Default visits Number of hash buckets used when caching visits Any number equal to 61440 or greater than 2 views Number of views to Any number equal to 0 store before forcing a or greater than 0 checkpoint errors Number of errors to Any number equal to 0 store before forcing a or greater than 2* checkpoint ids Number of hash buckets used when caching IDs Any number equal to 15013 or greater than 2* maxmb The amount of memory (in MB) to be used for cached elements Any number equal to or greater than 10 * This value should be a prime number for optimal performance. The <maxcache> element has no value and no child elements. It must be contained by the <database> element. Example <maxcache visits="512" views="0" errors="0" ids="503"/> 304 IBM Unica NetInsight: Administrator's Guide maxcompletedperuser The <maxcompletedperuser> element specifies the maximum number of reports with the status of Canceled by Admin, Completed, or Failed that a user is allowed to retain in the Inbox. This element has no attributes and no child elements. It must be contained by the <reportinbox> element. The value of the <maxcompletedperuser> element is the number of reports. The default value is 100. Example <maxcompletedperuser>50</maxcompletedperuser> maxdnsrequests The <maxdnsrequests> element sets the Maximum simultaneous DNS requests option on the DNS page of the administrative options. The default is 2000. This element has no attributes and no child elements. Example <maxdnsrequests>1000</maxdnsrequests> maxqueuedlines The <maxqueuedlines> element specifies how many log file lines are queued for the import process. The import process is comprised of two separate threads: the parser and the loader. The <maxqueuedlines> element has two attributes. Attribute Corresponding option Possible values Default parser Number of log file lines queued for the parser Any number 0 (single CPU) 2000 (multiple CPUs) sorter* Number of log file lines sorted into chronological order Any number 10000 * This attribute only applies to logs in Netscape Flexible format, NCSA Common/Combined format, or a custom format. Setting an attribute to 0 turns off the corresponding thread. The <maxqueuedlines> element has no value and no child elements. Example <maxqueuedlines parser="2000" sorter="10000"/> maxrunningglobal The <maxrunningglobal> element specifies the maximum number of reports with the status of Running allowed in the system, regardless of who requested them. This element has no attributes and no child elements. It must be contained by the Chapter 22. NetInsight configuration files 305 <reportinbox> element. The value of the <maxrunningglobal> element is the number of reports. The default value is 200. A value of 0 means there is no limit. Example <maxrunningglobal>10</maxrunningglobal> maxrunningperuser The <maxrunningperuser> element specifies the maximum number of reports with the status of Running allowed per user. This element has no attributes and no child elements. It must be contained by the <reportinbox> element. The value of the <maxrunningperuser> element is the number of reports. The default value is 5. A value of 0 means there is no limit. Example <maxrunningperuser>5</maxrunningperuser> method The <method> element sets the Authenticate using option on the Authentication page of the administrative options. The possible values are external, internal, webserver, and IBM. The default is internal. This element has no attributes and no child elements. It must be contained by the <authentication> element. Example <method>external</method> network The <network> element is a container element for the network settings elements: <httpproxy>, <dnsserver>, and <passiveftp>. The <network> element has no attributes and no value. Example <network> <httpproxy port="80">172.16.96.7</httpproxy> <dnsserver>172.16.45.2</dnsserver> </network> pagesize The <pagesize> element specifies the page size to be used for newly created SQLite profile data files. This page size will not apply to miscellaneous SQLite data file used elsewhere within NetInsight. The <pagesize> element has no attributes and no child elements. It must be contained by the <database> element. The value of the <pagesize> element is the size of the page in number of bytes. (The number must be a power of two.) The default is 1024. Note: This element applies only to NetInsight for SQLite. Example <pagesize>512</pagesize> 306 IBM Unica NetInsight: Administrator's Guide passiveftp The <passiveftp> element sets the Use passive mode FTP option on the Proxies Settings page of the administrative options. If the element is present, the option is set. If it is missing, the option is not set. This element has no attributes, no child elements, and no value. It must be contained by the <network> element. Example <passiveftp/> pathsep The <pathsep> element specifies the character used to separate directories in file paths. For Windows, the character is a backward slash (\). For UNIX, the character is a forward slash (/). The <pathsep> element has no attributes and no child elements. This element must be contained by the <platform> element. Example <pathsep>\</pathsep> platform The <platform> element is a container element for the platform settings elements: <progdir>, <htmldir>, <htmlurl>, <cgidir>, <cgiurl>, <pathsep>, <cgiextension>, and <linefeeds>. The <platform> element has no attributes and no value. Example <platform> <progdir>c:\Program Files\NetInsight \</progdir> <htmldir>c:\inetpub\wwwroot\NetInsight \</htmldir> <htmlurl>http://www.unica.com/NetInsight /</htmlurl> <cgidir>c:\inetpub\scripts\NetInsight \</cgidir> <cgiurl>http://www.unica.com/scripts/NetInsight /</cgiurl> <pathsep>\</pathsep> <cgiextension>exe</cgiextension> <linefeeds>lf</linefeeds> </platform> plugin The <plugin> element specifies the plug-in to be used to perform external authentication and/or retrieve a user's full name and email address. The value must be a path and file name for an NTDI API plug-in capable of performing external authentication. This element has one attribute. Chapter 22. NetInsight configuration files 307 Attribute conf Corresponding option Full path to conduit config Possible values Default Path and file name of the configuration file to be passed to the plug-in This attribute has no child elements. It must be contained by the <authentication> element. Example <plugin conf="./ldapauth.conf">./ldapauth.so</plugin> processlog element The <processlog> element enables NetInsight process logging. It is present (process logging enabled) by default. Example <processlog/> progdir The <progdir> element specifies the path for the NetInsight program directory. The <progdir> element has no attributes and no child elements. This element must be contained by the <platform> element. Example <progdir>c:\Program Files\NetInsight \</progdir> reportinbox The <reportinbox> element is a container element for the <maxrunningperuser>, <maxrunningglobal>, <maxcompletedperuser>, and <runreportscheduler> element. The <reportinbox> element has no attributes and no value. Example <reportinbox> <maxrunningperuser>5</maxrunningperuser> <maxrunningglobal>10</maxrunningglobal> <maxcompletedperuser>50</maxcompletedperuser> <runreportscheduler>true</runreportscheduler> </reportinbox> reportlimits The <reportlimits> element is a container element for the sub-elements <reports> and <rows>. It has no attributes or value of its own. The <reports> element defines the maximum number of reports NetInsightwill return in a single calendar month in response to GetReportData requests received 308 IBM Unica NetInsight: Administrator's Guide through its XML API. The default is one thousand. Once the specified limit is reached, subsequent requests will return an error. The <rows> element defines the maximum number of report rows NetInsight will return in a single calendar month in response to GetReportData requests received through its XML API. The default is two million. Once the specified limit is reached, subsequent requests will return an error. Note that the number represents the sum total of rows returned from the database and therefore is not limited to actual report rows. For any month NetInsightrecognizes whichever limit is reached first, <reports> or <rows>. Note: Note that these limits are only enforced if the ondemand flag is set, meaning they do not pertain to NetInsight Enterprise installations. Example <reportlimits> <requests>1000</requests> <rows>2000000</rows> </reportlimits> reportsduringimport The <reportsduringimport> element sets the Enable reports during data import option on the Advanced options page. If this element is present, the option is selected. If it is absent, the option is not selected. This element has no attributes, no child elements, and no value. Note: This element only applies to NetInsight for Oracle and NetInsight for Netezza. Example <reportsduringimport/> reportsduringupdate The <reportsduringupdate> element sets the Enable reports during report generation option on the Advanced options page. If this element is present, the option is selected. If it is absent, the option is not selected. This element has no attributes, no child elements, and no value. Note: This element does not apply to NetInsight for SQLite. Example <reportsduringupdate/> restrictprofilemanager The <restrictprofilemanager> element sets the Restrict access to Profile Manager option on the Authentication options page. If this element is present, the option is selected. If it is absent, the option is not selected. This element has no attributes, no child elements, and no value. This element must be contained by the <authentication> element. Chapter 22. NetInsight configuration files 309 Example <restrictprofilemanager/> resultsetretention The <resultsetretention> element specifies the length of time that a temporary data table is to be retained. (Temporary data tables are generated when a user requests a custom report.) The length of time must be specified in seconds. The default value for NetInsight is 900 seconds. A value of 0 specifies that the temporary data tables should not be retained and should be deleted immediately after they are first used. This element has no attributes and no child elements. Example <resultsetretention>800</resultsetretention> runreportscheduler The <runreportscheduler> element sets the Run Queued Reports option on the Advanced options page of the Administrative options. This element has no attributes and no child elements. It must be contained by the <reportinbox> element. When the <runreportscheduler> element is set to true, the option is selected and the report scheduler runs. When the element is set to false, the option is cleared and no reports are generated. Example <runreportscheduler>true</runreportscheduler> secure Note: This element applies only to installations on UNIX computers. It has no effect on Windows computers. The <secure> element causes any new profile-related directories to be created with permissions of 755 (readable, writeable, and accessible by the owner and readable and accessible by anyone else) and any new profile-related data files to be created with permissions of 644 (readable and writeable by the owner and readable by anyone else). If this element is not present, new directories are created with permissions of 777 (readable, writeable, and accessible by any user) and new data files are created with permissions of 666 (readable and writeable by any user). This element has no attributes, no child elements, and no value. Example <secure/> serialnumber The <serialnumber> element specifies the serial number for your license of NetInsight. This element has no attributes and no child elements. It must be contained by the <license> element. Example <serialnumber>eval</serialnumber> 310 IBM Unica NetInsight: Administrator's Guide source The <source> element specifies the environment variable that supplies the user names for Web server authentication. This element has no attributes and no child element. The value of the element is the name of the environment variable that supplies the user names. If the <source> element is absent, the user names will come from the REMOTE_USER environment variable. This element must be contained by the <authentication> element. Example <source>HTTP_IV_USER</source> syncmode The <syncmode> element specifies how hard SQLite should try to ensure that data is safely written to disk. This element has no attributes and no child elements. It must be contained by the <database> element. The value of the <syncmode> element is an integer (0, 1, or 2) corresponding to a setting for the synchronous parameter in SQLite. The default value is 2. Note: This element applies only to NetInsight for SQLite. Note: This element is present in the NetInsight configuration file only if it has been manually set to a value other than the default. Example <syncmode>1</syncmode> tempstore The <tempstore> element specifies where SQLite should store temporary tables and indices. This element has no attributes and no child elements. It must be contained by the <database> element. The value of the <tempstore> element is an integer (0, 1, or 2) corresponding to a setting for the temp_store parameter in SQLite. The default value is 0. Note: This element applies only to NetInsight for SQLite. Note: This element is present in the NetInsight configuration file only if it has been manually set to a value other than the default. Example <tempstore>1</tempstore> tempstoredir The <tempstoredir> element specifies the name of the directory in which SQLite will create temporary tables and indexes. (Temporary files created by SQLite are unlinked immediately after they are created, so they will normally not be visible in the given directory.) If this element is not present, NetInsight determines a location for the temporary files on its own. This element has no attributes and no child elements. It must be contained by the <database> element. The value of the <tempstoredir> element is a directory path. Chapter 22. NetInsight configuration files 311 Note: This element applies only to NetInsight for SQLite. Note: This element is present in the NetInsight configuration file only if it has been manually set to a value other than the default. Example <tempstoredir>C:\Temp\sqlite_temp</tempstoredir> titleresolutiontimeout The <titleresolutiontimeout> element specifies how long NetInsight waits for a response from the Web server when resolving page titles. This element has no attributes and no child elements. The value of this element is the number of seconds NetInsight should wait for a response from the Web server; the default is 4 seconds. Example <titleresolutiontimeout>6</<titleresolutiontimeout> About the global profile configuration file The global profile configuration file (web.cfg) contains all of the default options available under the Edit Profile Options option. The first element in the file is <weboptions>. This a container element. All other entries in the file must be within <weboptions>. aggdeffile The <aggdeffile> element specifies the file from which NetInsight should read aggregate definitions. This element has no attributes and no child elements. The value of the element is the filename of the aggregate definition file to use. The file must be located in the NetInsight/data/directory. If this element is missing, NetInsight uses the default aggregate definition file for the profile. Example <aggdeffile>myaggdefs.xml</aggdeffile> aggsrequired The <aggsrequired> element specifies that an aggregate definition file must be loaded successfully or an error will be generated. This element has no attributes, no child elements, and no value. If the element is present, an aggregate definition file must be loaded successfully. If the element is missing, no error will be generated if the aggregate definition file is missing. Example <aggsrequired/> bannerads The <bannerads> element contains a list of banner ads you want to track. This list appears on the Banner Ads page. The <bannerads> element has no attributes and 312 IBM Unica NetInsight: Administrator's Guide no value. Each banner ad is specified using the child element <bannerad>. The value of the <bannerad> element is the name of the banner ad. The <bannerad> element has two attributes. Attribute Corresponding option Possible values file Full path of graphic Any path url URL to link to Any URL Default Example <bannerads> <bannerad file="/graphics/bannerad1.jpg" url="http://www. IBM.com"> ACME banner ad </bannerad> </bannerads> browsers The <browsers> element contains a list of the browser names that will appear in reports. This list appears on the Browsers page. The <browsers> element has no attributes and no value. Each browser is specified using the child element <browser>. The <browser> element has two attributes and no value. Attribute Corresponding option Possible values Default false appendversion Append the version number true, false name Name of browser Any alphanumeric characters The individual members of each browser group are specified using the child element <member>. The value of the <member> element is the text used to determine if a browser is to be included in the group. Example <browsers> <browser name="America Online"> <member method="match_pattern"> ^Mozilla/.*AOLIWENG </member> <member method="starts_with">aolbrowser/</member> <member method="starts_with">IWENG/</member> </browser> <browser appendversion="true" name="Netscape Navigator"> <member method="match_pattern">^Mozilla/([01234]\.)</member> <member method="match_pattern"> ^Mozilla/[56789]\..*Netscape\d */(\d+.) </member> </browser> </browsers> campaigns The <campaigns> element contains a list of all the campaigns you want NetInsight to track. This list appears on the Campaigns page. The <campaigns> element has Chapter 22. NetInsight configuration files 313 no attributes and no value. Each campaign is specified using the child element <campaign>. The <campaign> element has one attribute and no value. Attribute Corresponding option name Name of campaign Possible values Default Any alphanumeric characters Campaign channels are specified using the <channel> element. Example <campaigns> <campaign name="Offer"> <channel name="checkdomain" type="bannerad"> <segment name="Ad Segment 1"> <member method="equals">promo</member> </segment> <segment name="Ad Segment 2"> <member method="equals">demo</member> </segment> </channel> </campaign> </campaigns> casesensitivepages The <casesensitivepages> element sets the Case sensitive pages option on the General options page. If the element is present, the option is selected. If it is absent, the option is not selected. This element has no attributes, no child elements, and no value. Example <casesensitivepages/> casesensitiveusernames The <casesensitiveusernames/> element sets the Case sensitive user names option on the General options page. If the element is present, the option is selected. If it is absent, the option is not selected. This element has no attributes, no child elements, and no value. Example <casesensitiveusernames/> connection The <connection> element is a container element for the information NetInsight needs to connect to an external module. This element must be contained by a <module> element. The <connection> element has no attributes and no value. Use the child elements <url>, <user>, and <password> to specify the connection information. Example <connection> <url>http://www.paidsearchintegrationserver.coml</url> 314 IBM Unica NetInsight: Administrator's Guide <user>Unica</user> <password>encryptedpassword</password> </connection> contentgroups The <contentgroups> element contains a list of content groups that categorize the clips on your streaming media server. This list appears on the Content Groups page. The <contentgroups> element has no attributes and no value. Each content group is specified using the child element <contentgroup>. The <contentgroup> element has one attribute and no value. Attribute name Corresponding option Possible values Name of content group Any alphanumeric characters Default Use the child element <member> to specify the individual clips that are part of the content group. The value of the <member> element is the text used to determine which clips are in the group. Example <contentgroups> <contentgroup name="Concerts"> <member method="starts_with">/concerts</member> </contentgroup> <contentgroup name="Lectures"> <member method="starts_with">/lectures</member> </contentgroup> </contentgroups> converttimes The <converttimes> element sets the Convert dates and times to local timezone option on the Advanced options page. If the element is present, the option is selected. If it is absent, the option is not selected. This element has no attributes, no child elements, and no value. Example <converttimes/> cookielookup The <cookielookup> element sets the Cookie lookup URL option on the Lookup Scripts page. The value of the element is the script you want executed when the user clicks a cookie in the Cookie Summary. If the element is missing, the option will be blank. This element has no attributes and no child elements. Example <cookielookup> http://host.domainname.com/scripts/weblookup.exe?cookie= </cookielookup> Chapter 22. NetInsight configuration files 315 custommetrics The <custommetrics> element contains the list of custom metrics for the profile. This list appears on the Custom Metrics options page. This element has no attributes and no value. Specify each custom emtric using the child element <custommetric>. The <custommetric> element has eight attributes. Attribute Corresponding Option name Name Any alphanumeric characters type Select custom metric type filtered, multiinput alignment Alignment left, right, center mintwips Minimum twips Any numeric value recommendedtwips Recommended twips Any numeric value graphable Graphable true, false false percentage Display percentage of true, false total false precision Precision Possible values Default Any number from 1 to 8 The <custommetric> element can contain the child elements <displayname>, <description>, <basemetric>, <filterinstances>, <metric1>, <metric2>, and <operation>. v The <displayname> element specifies the title for the metric. This element has no attributes and no child elements. The value of the element is the metric title. v The <description> element specifies the description for the metric. The description appears as the text for the metric's column in the report’s page help. This element has no attributes and no child elements. The value of the element is the metric description. v The <basemetric> element specifies the metric that will provide the data to be filtered for the current metric. This element only applies to <custommetric> elements whose type attribute has a value of filtered. The <basemetric> element has no attributes and no child elements. The value is the name of the base metric. v The <filterinstances> element specifies the filters for the metric. This element only applies to <custommetric> elements whose type attribute has a value of filtered. For details on the <filterinstances> element, see the document "NetInsight Dimension and Metric Filters." v The <metric1> element specifies the metric that you want to divide. This element only applies to <custommetric> elements whose type attribute has a value of multiinput. The <metric1> element has no attributes and no child elements. The value of the element is the metric name. v The <metric2> element specifies the metric by which you want to divide. This element only applies to <custommetric> elements whose type attribute has a value of multiinput. The <metric1> element has no attributes and no child elements. The value of the element is the metric name. 316 IBM Unica NetInsight: Administrator's Guide v The <operation> element specifies the mathematical operation you want to apply to the metrics specified by the <metric1> and <metric2> elements. The <operation> element only applies to <custommetric> elements whose type attribute has a value of multiinput. Example <custommetrics> <custommetric name="downloadspersession" type="multiinput" alignment="right" mintwips="2000" recommendedtwips="2000" graphable="true" precision="8"> <displayname>Downloads per Session</displayname> <metric1>downloads</metric1> <metric2>sessions</metric2> <operation>div_float</operation> </custommetric> <custommetric name="wdsessions" type="filtered" alignment="right" mintwips="775" recommendedtwips="1775" graphable="true" percentage="true"> <displayname>WeekDay Sessions</displayname> <description>The number of sessions during weekdays</description> <basemetric>sessions</basemetric> <filterinstances> <filterinstance type="dow"> <values> <value>2</value> <value>3</value> <value>4</value> <value>5</value> <value>6</value> </values> </filterinstance> </filterinstances> </custommetric> </custommetrics> dashboardsize The <dashboardsize> element sets the Number of values per dashboard graph option on the General options page. The default value is 5. This element has no attributes and no child elements. Example <dashboardsize>10</dashboardsize> daterange The <daterange/> element restricts NetInsight to a specified date range of log files. NetInsightwill not analyze any log file data outside of the date range. If the element is missing, NetInsight will analyze all of the log file data. This element has two possible attributes. Each attribute corresponds to an option on the Included Dates page. Attribute Corresponding option Possible values start Starting date Any Julian date end Ending date Any Julian date Default Chapter 22. NetInsight configuration files 317 Example <daterange start="2449719" end="2451545"/> defaults The <defaults> element specifies the default role and default view for a profile. This element is present only when a value other than (None) has been selected for the default role, the default view, or both. The <defaults> element has two possible attributes, each of which has a corresponding option on the Profile Defaults page. Each attribute appears only if the corresponding option is set to a value other than (None). Attribute Corresponding option Possible values role Default role role_name/_noaccess) view Default view view_name Default Example <defaults role="limited" view="marketing"/> departments The <departments> element contains a list of departments that group the traffic on server. This list appears on the Departments options page. The <departments> element has one attribute and no value. Attribute click Corresponding option Departments defined primarily by Possible values Default hosts, users hosts Each department is specified using the child element <department>. The <department> element has one attribute and no value. Attribute Corresponding option name Name of department Possible values Default Any alphanumeric characters The individual members of each department are specified using the child element <member>. The <member> element uses both the method and type attributes inside the <department> element. The type attribute has two possible values: host and user. The default value is host. The value of the <member> element is the host or user name. Example <departments> <department name="Sales"> <member type="host" method="ends_with">.sales.company.com</member> </department> </departments> 318 IBM Unica NetInsight: Administrator's Guide dimensionlists The <dimensionlists> element contains a list of dimension list definitions. The list appears on the Dimension Lists options page. This element has no attributes and no value. Use the <dimensionlist> element to define each dimension list. The <dimensionlist> element has two attributes. Attribute Corresponding option Possible values name Title of dimension list Any character string less than 120 characters id Name of dimension list (one word) Default Any character string of less than 30 characters that starts with a letter, uses only alphanumeric characters, hyphens, or underscores, and does not match the name of a subdirectory in the profile's HTML directory The <dimensionlist> element has no value. Use the child element <group> to specify each group in the list. The <group> element has one attribute. Attribute Corresponding option name* Title of group Possible values Default Any character string less than 120 characters Note: * NetInsight will create an ID for the group by replacing any spaces and non-alphanumeric characters in the name with underscores. Each group's ID must be unique within the dimension list. The <group> element has no value. Use the child element <dimension> to specify each dimension in the group. The <dimension> element has two attributes. Attribute Corresponding option name* Dimension title Any character string less than 120 characters target Dimension source Any dimension key Possible values Default Note: * NetInsight will create an ID for the dimension by replacing any spaces and non-alphanumeric characters in the name with underscores. Each dimension's ID must be unique within the dimension list. The <dimension> element has no child elements and no value. Chapter 22. NetInsight configuration files 319 Example <dimensionlists> <dimensionlist name="My Dimension List" id="mylist"> <group name="Visitor Dimensions"> <dimension name="Host" target="host"/> </group> </dimensionlist> </dimensionlists> dimensionsfile The <dimensionsfile> element specifies a dimensions file to use with this profile. This element has no attributes and no child elements. The value of the element is the filename of the dimensions file to be used. The file must be located in the NetInsight/data/directory. If this element is missing, NetInsight uses the default dimensions file for the profile type. Example <dimensionsfile>mydimensionsfile.xml</dimensionsfile> dirindexes The <dirindexes> element contains a list of directory indexes. The <dirindexes> element has no attributes and no value. Use the child element <member> to specify the indexes. Inside the <dirindexes> element, NetInsight ignores the method attribute of the <member> element. All entries are matched using ends_with. The value of the <member> element is the name of the index. Example <dirindexes> <member>/index.html</member> </dirindexes> dmpackages The <dmpackages> element contains a list of all the data model extensions configured for the profile. This list appears on the Available data model extensions page. The <dmpackages> element has no attributes and no value. Each data model extension is specified using the child element <dmpackage>. The <dmpackage> element has one attribute and no value. Attribute name Corresponding option Possible values Name of the datamodel extension Any alphanumeric characters Default The <dmpackage> element contains two elements: v <dmext>, the value of which is the path and filename of the data model extensions file v <formatdbext>, the value of which is the path and filename of the output formatting extension file You can specify the file locations using absolute or relative paths. Paths are relative to the NetInsight/data/ directory. 320 IBM Unica NetInsight: Administrator's Guide The <dmext> and <formatdbext> elements have no attributes. If <dmpackages> this element is missing, NetInsight uses the default dimensions file for the profile. Example <dmpackages> <dmpackage name="Extension"> <dmext> C:\Program Files\NetInsight\data\myextensionsfile.xml </dmext> <formatdbext> C:\Program Files\NetInsight\data\myeoutputfile.xml </formatdbext> </dmpackage > </dmpackages> donotconverttimes The <donotconverttimes/> element sets the Do not convert dates and times to local time zone option on the Advanced options page. If the element is present, the option is selected. If it is absent, the option is not selected. This element has no attributes, no child elements, and no value. Example <donotconverttimes/> dynamicpages The <dynamicpages> element contains a list of the dynamic pages for which the query string will be treated as part of the page. This list appears on the Dynamic Pages page. The <dynamicpages> element has no attributes and no value. Use the child element <member> to specify each dynamic page. The value of the <member> element is the text that identifies a dynamic page. Example <dynamicpages> <member method="contains">/cgi-bin/</member> <member method="ends_with">.exe</member> </dynamicpages> element The <element> element specifies the database column on which the data is sampled. The <element> element has no attributes and no child elements. The value of the element is the name of the database column. Currently, VisitorID is the only supported sampling element. The <element> element must be contained by the <sampling> element. Example <element>VisitorID</element> Chapter 22. NetInsight configuration files 321 emailalerts The <emailalerts> element contains a list of email alerts. An email alert enables you to notify one or more individuals via email when certain user-defined criteria are met at the completion of each update. The list of email alerts appears on the Email Alerts page. The <emailalerts> element has no attributes and no value. Each individual email alert is specified using the child element <emailalert>. The <emailalert> element has six attributes. 322 Attribute Corresponding option timeperiod Possible values Default Time period all, latest, today, yesterday, currentdays<number>, currentweeks<number>, currentmonths<number>, currentquarters<number>, currentyears<number>, previousdays<number>, previousweeks<number>, previousmonths<number>, previousquarters<number>, previousyears<number>, currentweek, currentmonth, currentquarter, currentyear, previousweek, previousmonth, previousquarter, previousyear latest name Name of alert Any alphanumeric characters task Email task Any email task name metric Metric Any valid metric name compare Execute if calculated value is equalto, greaterthan, greaterthanequalto, lessthan, lessthanequalto, notequalto threshold (Unlabeled text entry Any numeric box) characters IBM Unica NetInsight: Administrator's Guide equalto The <emailalert> element has no value. Use the child element <filterinstances> to specify the filters that define the email alert. Example <emailalerts> <emailalert timeperiod="previousweek" name="AnEmailAlert" task="AnEmailTask" metric="views" compare="equalto" threshold="5"> <filterinstances> <filterinstance type="host" comparison="equals"> Acme </filterinstance> </filterinstances> </emailalert> </emailalerts> emailtasks The <emailtasks> element contains a list of email tasks. An email task links reports with recipients so that you can send the reports to the recipients via email. The list of email tasks appears on the Email Tasks page. The <emailtasks> element has no attributes and no value. Each individual email task is specified using the child element <emailtask>. The <emailtask> element has six attributes. Attribute exclude Corresponding option Specifies whether to exclude from batch execution Possible values Default true, false false Chapter 22. NetInsight configuration files 323 Attribute Corresponding option timeperiod Possible values Default Time period all, latest, today, yesterday, currentdays<number>, currentweeks<number>, currentmonths<number>, currentquarters<number>, currentyears<number>, previousdays<number>, previousweeks<number>, previousmonths<number>, previousquarters<number>, previousyears<number>, currentweek, currentmonth, currentquarter, currentyear, previousweek, previousmonth, previousquarter, previousyear latest format Format of reports csv, rtf, htmlnolinks, html html subject Subject of email Any alphanumeric characters name Name of task Any alphanumeric characters from* From address Any alphanumeric characters Value for the From address option on the Email page in the administrative options Note: * The from attribute is present in the configuration file only when the value specified on the Email task description page in the profile options differs from the value specified for the From address option in the administrative options. The value of the <emailtask> element is the additional text. You can include summaries, dashboards, and saved custom reports in an email task. The child element <summaries> contains the reports to send. The <summaries> element has no attributes and no value. Use the child element <summary> to specify each report. The value of the <summary> element is as follows: v For summaries, the value is the abbreviated summary name. For a list of abbreviated summary names, see the <summaries> element. 324 IBM Unica NetInsight: Administrator's Guide v For dashboards, the value is the abbreviated dashboard name. Dashboard Abbreviation Content contentdash Executive executive Technical techdash Traffic trafficdash Visitor visdash v For saved custom reports, the value is the ID of the custom report. To find the ID: 1. View the profile that contains the custom report. 2. Click the Custom tab. The Managing Reports page opens. 3. Optionally, limit the reports that display by entering a string in the Report title field. The list is automatically reduced to show only reports that have a title with a matching string. 4. View the HTML source code for this screen and then search for the list of HTML <option> tags. An <option> tag for the saved custom report should appear in the list. For example: <option value="custom003">My Report</option> In this example, the ID is custom003. The reports are included in the email message in the order in which they are listed in the <summaries> element. Use the child element <recipients> to specify the recipients of the reports. The <recipients> element has no attributes and no value. Use the child element <member> to specify each recipient. (See the <member> element.) The value of the <member> element is an email address. Example <emailtasks> <emailtask exclude="false" timeperiod="latest" format="html" subject="New Reports" name="Latest Monthly Reports" from="[email protected]"> Description of reports. <summaries> <summary>date</summary> <summary>file</summary> <summary>techdash</summary> <summary>custom003</summary> </summaries> <recipients> <member>[email protected]</member> </recipients> </emailtask> </emailtasks> entity The <entity> element specifies the database table that contains the sampled element. The <entity> element has no attributes and no child elements. The value of the element is the name of the database table. Currently, Visitor is the only supported sampling entity. Chapter 22. NetInsight configuration files 325 Example <entity>Visitor</entity> excludedagents The <excludedagents> element contains a list of user agents you do not want included in the traffic analysis. This list appears on the Excluded Agents page. If the <excludedagents> element is missing, traffic from all user agents will be included in the analysis. The <excludedagents> element has no attributes and no value. Use the child element <member> to specify the user agents. The value of the <member> element is the text that determines which user agents are excluded. Example <excludedagents> <member method="starts_with">Microsoft-WebDAVMiniRedir</member> </excludedagents> excludedhosts The <excludedhosts> element contains a list of hosts that you do not want to include in the traffic analysis. This list appears on the Excluded Hosts page. If the <excludedhosts> element is missing, traffic from all hosts will be included in the analysis. The <excludedhosts> element has no attributes and no value. Use the child element <member> to specify the hosts. The value of the <member> element is the text that determines which hosts are excluded. Example <excludedhosts> <member method="ends_with">unica.com</member> </excludedhosts> excludedpages The <excludedpages> element contains a list of pages you do not want included in the traffic analysis. This list appears on the Excluded Pages page. If the <excludedpages> element is missing, traffic to all pages will be included in the analysis. The <excludedpages> element has no attributes and no value. Use the child element <member> to specify the pages. The value of the <member> element is the text that determines which pages are excluded. Example <excludedpages> <member method="ends_with">.gif</member> <member method="ends_with">.GIF</member> <member method="ends_with">.jpg</member> <member method="ends_with">.JPG</member> <member method="ends_with">.class</member> </excludedpages> 326 IBM Unica NetInsight: Administrator's Guide excludedparametervalues The <excludedparametervalues> element contains a list of parameter values. This list appears on the Excluded Parameter Values page. If the <excludedparametervalues> element is missing, all parameter values will be included in the analysis. The <excludedparametervalues> element has no attributes and no value. Use the child element <member> to specify the excluded parameter value rules. The value of each <member> element is the text that determines which parameter values are excluded. Example <excludedparametervalues> <member type="param1" method="equals">images</member> <member type="param2" method="equals">base</member> </excludedparametervalues> excludedusers The <excludedusers> element contains a list of users that you do not want to include in the traffic analysis. This list appears on the Excluded Users page. If the <excludedusers> element is missing, traffic from all users will be included in the analysis. The <excludedusers> element has no attributes and no value. Use the child element <member> to specify the users. The value of the <member> element is the text that determines which users are excluded. Example <excludedusers> <member method="equals">Bob</member> </excludedusers> filtergroups The <filtergroups> element contains a list of filter groups. This list appears on the Filter Groups page. If the <filtergroups> element is missing, no filter groups will be available in the profile. The <filtergroups> element has no attributes and no value. Use the child element <filtergroup> to specify the filter groups. The <filtergroup> element has two attributes. Attribute Corresponding option name Name of filter group Any alphanumeric characters filters Filters that belong to filter group Filter string for filters you entered for this group Possible values Default The value of the <filtergroup> element is the title of the filter group. Chapter 22. NetInsight configuration files 327 Example <filtergroups> <filtergroup name="test" filters="brow_0=Netscape&_brow_0=0&_browtype_0=1"> Test Group </filtergroup> </filtergroups> filterinstances The <filterinstances> element contains all the filters being applied to the element that contains the <filterinstances> element. The <filterinstances> element must be contained by a <dimension> or <metric> element or by a <filter>, <visitorprofile>, or <emailalert> element in a configuration file. Each <dimension>, <metric>, <filter>, <visitorprofile>, or <emailalert> element can contain only one <filterinstances> element. The <filterinstances> element has no value and no attributes. Use the child element <filterinstance> to define each filter that is being applied to the dimension, metric, or visitor profile. There are ten types of filters: string, group, numeric, list, range, date, path, retail action, visit type, and filter group. The attributes of the <filterinstance> element vary depending on the type of filter being defined. string filters The <filterinstance> element used to define a string filter has three attributes. Attribute Definition Possible values Default type Any alphanumeric Type of filter being defined—must match characters the name attribute of a <dimension> element comparison To evaluate dimension or metric values against the filterinstance value match_regexp, match_pattern, starts_with, ends_with, contains, equals equals negate* Whether to negate the comparison true, false false * This attribute is optional. The value of the <filterinstance> element is the string value of the filter. The <filterinstance> element for a string filter has no child elements. Example <filterinstance type="browser" comparison="equals" negate="true"> Microsoft </filterinstance> 328 IBM Unica NetInsight: Administrator's Guide numeric filters The <filterinstance> element used to define a numeric filter has one attribute. Attribute Definition Possible values type Type of filter being Any alphanumeric defined—must match characters the name attribute of a <dimension> element Default The value of the <filterinstance> element is the numeric value. The <filterinstance> element for a numeric filter has no child elements. Example <filterinstance type="cost">7</filterinstance> list filters List filters store multiple numeric values. The <filterinstance> element used to define a list filter has one attribute. Attribute Definition Possible values type Any alphanumeric Type of filter being defined—must match characters the name attribute of a <dimension> element of filtertype list Default The <filterinstance> element has no value. Use the child element <values> to specify the numeric values in the list. The <values> element has no attributes and no value. Use the child element <value> to specify each numeric value. The <value> element has no attributes and no child element. The value of a <value> element is a numeric value. Example <filterinstance type="dayofweek"> <values> <value>1</target> <value>2</target> <value>5</target> </values> </filterinstance> range filters Range filters define a numeric range. The <filterinstance> element used to define a range filter has one attribute. Chapter 22. NetInsight configuration files 329 Attribute Definition Possible values type Type of filter being Any alphanumeric defined—must match characters the name attribute of a <dimension> element of filtertype range Default The <filterinstance> element has no value. Use the child element <range> to specify the numeric range. The <range> element has no attributes and no value. Use the child elements <start> and <end> to specify the start and end of the range. The <start> element has no attributes and no child elements. The value of the <start> element is the start value of the range. The <end> element has no attributes and no child elements. The value of the <end> element is the end value of the range. Example <filterinstance type="numviews"> <range> <start>1</start> <end>4</end> </range> </filterinstance> date filters The <filterinstance> element used to define a date filter has two attributes. Attribute Definition Possible values type Any alphanumeric Type of filter being defined—must match characters the name attribute of a <dimension> element comparison To evaluate dimension or metric values against the filterinstance value equals, between Default equals If the <filterinstance> element has a comparison attribute of type equals, the value of the element is the value used in the comparison. This value can be either a specific date in the format YYYY-MM-DD or one of two keywords (today, yesterday). If the <filterinstance> element has a comparison attribute of type between, the element will have no value. Use the child element <range> or <values> to specify the values to use in the comparison. The <range> element has no attributes and no value. Use the child elements <start> and <end> to specify the start and end dates of the range. The <start> element has no attributes and no child element. The value of the element is the start date of the range, entered in the format YYYY-MM-DD. 330 IBM Unica NetInsight: Administrator's Guide The <end> element has no attributes and no child element. The value of the element is the end date of the range, entered in the format YYYY-MM-DD. The <values> element has no attributes and no value. Use the child element <duration> to specify the date duration to use in the comparison. The <duration> element has two attributes. Attribute Definition Possible values type Type of date duration days, weeks, months, quarters, years direction Relation of date duration to present Default previous, current The value of the <duration> element is the number of the specified date duration units defining the date range. Example <filterinstance type="date" comparison="equals">yesterday</filterinstance> <filterinstance type="date" comparison="equals">1997-04-01</filterinstance> <filterinstance type="date" comparison="between"> <range> <start>2001-01-01</start> <end>2001-02-02</end> </range> </filterinstance> <filterinstance type="date" comparison="between"> <values> <duration type="week" direction="previous">2</duration> </values> </filterinstance> path filters The <filterinstance> element that defines a path filter has three attributes. Attribute Definition Possible values type Any alphanumeric Type of filter being defined—must match characters the name attribute of a <dimension> element comparison To evaluate dimension or metric values against the filterinstance value match_start, match_end, match_within, match_exact negate* Whether to negate the comparison true, false Default false * This attribute is option. The <filterinstance> element has no value. Use the child element <values> to specify the pages of the path filter. The <values> element has no attributes and no value. Use the child element <value> to specify each page of the path filter. The <value> element has no attributes and no child elements. The value of the <value> element is a path. Chapter 22. NetInsight configuration files 331 The value of the <duration> element is the number of the specified date duration units defining the date range. Example <filterinstance type="path" comparison="starts_with" negate="true"> <values> <value>/support/NTR/faq.html</value> <value>/products/NTR/</value> </values> </filterinstance> retail action filters Retail action filters specify one or more retail actions. Retail action filters can only be used in Web server profiles. The <filterinstance> element used to define a retail action filter has one attribute. Attribute Definition Possible values type Type of filter being defined actiontype Default The <filterinstance> element has no value. Use the child element <values> to specify the list of retail actions. The <values> element has no attributes and no value. Use the child element <value> to specify each retail action. The <value> element has no attributes and no child element. The value of a <value> element is a numeric value. Value Definition 1 Abandoned 2 Added 3 Purchased 4 Removed 5 Viewed Example <filterinstance type="actiontype"> <values> <value>4</value> </values> </filterinstance> visit type filters The <filterinstance> element used to define a visit type filter has one attribute. 332 Attribute Definition Possible values type Type of filter being defined visittype IBM Unica NetInsight: Administrator's Guide Default The <filterinstance> element has no value. Use the child element <values> to specify the visit type. The <values> element has no attributes and no value. Use the child element <value> to specify the numeric value that corresponds to the type of visit. The <value> element has no attributes and no child element. The value of a <value> element is a numeric value. Value Definition 1 New 2 Repeat Example <filterinstance type="visittype"> <values> <value>2</value> </values> </filterinstance> filter groups A filter group is a list of multiple filters that are applied together. The <filterinstance> element that specifies a filter group has one attribute. Attribute Definition Possible values type Type of filter being defined group Default The <filterinstance> element that specifies a filter group has no child elements. The value of the <filterinstance> element is the name of the filter group. (Filter groups are defined in the profile's configuration file.) Example <filterinstance type="group"> _errorgroup </filterinstance> filterlists The <filterlists> element contains a list of filter list definitions. The list appears on the Filter Lists option page. This element has no attributes and no value. Use the <filterlist> element to define each filter list. This element has two attributes. Attribute Corresponding option name Title of filter list Possible values Default Any character string less than 120 characters Chapter 22. NetInsight configuration files 333 Attribute id Corresponding option Name of filter list (one word) Possible values Default Any character string of less than 30 characters that starts with a letter, uses only alphanumeric characters, hyphens, or underscores, and does not match the name of a subdirector in the profile's HTML directory The <filterlist> element has no value. Use the child element <group> to specify each folder in the list. The <group> element has one attribute. Attribute Corresponding option name* Title of group Possible values Default Any character string less than 120 characters Note: * NetInsight will create an ID for the group by replacing any spaces and non-alphanumeric characters in the name with underscores. Each group's ID must be unique within the filter list. The <group> element has no value. Use the child element <filter> to specify each filter in the group. The <filter> element has two possible attributes. Attribute Corresponding option name Filter title Any character string less than 120 characters target** Filter source Any filter type Possible values Default Note: * NetInsight will create an ID for the filter by replacing any spaces and non-alphanumeric characters in the name with underscores. Each filter's ID must be unique within the filter list. Note: ** This attribute should only be used if the <filter> element does not contain a <filterinstances> element. The <filter> element has no value. If the end user is to be prompted for the specific filter value when the filter is applied, the <filter> element should have no child elements. If the specific filter value is to be predefined in the filter list, use the child element <filterinstances> to specify the value. For details on the <filterinstances> element, see the document NetInsight Filter XML. 334 IBM Unica NetInsight: Administrator's Guide Example <filterlists> <filterlist name="My Filters" id="flistname"> <group name="Content Filters"> <filter name="Document Downloads"> <filterinstances> <filterinstance type="group">_Documents</filterinstance> </filterinstances> </filter> <filter name="File" target="file"/> </group> </filterlist> </filterlists> ftpdebug The <ftpdebug/> element enables the logging of debug information when you use FTP to access your log files. If the element is present, debug logging is enabled. If it is absent, debug logging is not enabled. This element has no attributes, no child elements, and no value. Do not modify this element without contacting technical support. Example <ftpdebug/> hidelinks The <hidelinks> element prevents the report entries for files from being hyperlinks to the actual files. Normally, when reports reference a specific file, that reference is a hyperlink to the file. For example, you can click on any file listed in the File Summary to download the actual file. The <hidelinks> element prevents NetInsightNetInsight from creating the hyperlinks. If the element is absent (the default), the hyperlinks are created. The <hidelinks> element has no attributes, no child elements, and no value. Example <hidelinks/> hostgroups The <hostgroups> element contains a list of host groups, each of which can contain multiple hosts. The names of the host groups will appear in NetInsight reports. This list appears on the Host Groups page. The <hostgroups> element has no attributes and no value. Each host group is specified using the child element <hostgroup>. The <hostgroups> element has three attributes and no value. Corresponding option Possible values domain Domain of host group Any alphanumeric characters name Name of host group Any alphanumeric characters sessionize Use modified host for sessionization true, false Attribute Default Chapter 22. NetInsight configuration files 335 Use the child element <member> to specify the individual members of each host group. (See the <member> element.) The value of the <member> entry is a domain name. Example <hostgroups> <hostgroup domain="Online Services" name="America Online" sessionize="true"> <member method="ends_with">.aol.com</member> </hostgroup> <hostgroup domain="Online Services" name="CompuServe" sessionize="true"> <member method="ends_with">.compuserve.com</member> </hostgroup> </hostgroups> hostlookup The <hostlookup> element sets the Host lookup URL option on the Lookup Scripts page. The value of the element is the script to execute when a user clicks a host in the Host Summary. If the element is missing, the option will be blank. This element has no attributes and no child elements. Example <hostlookup> http://host.domainname.com/scripts/weblookup.exe?host= </hostlookup> ignoredfields The <ignoredfields> element contains a list of fields whose values NetInsight should not store in the database. Do not modify this element without contacting technical support. The <ignoredfields> element has no attributes and no value. Each individual field is specified using the child element <ignoredfield>. The <ignoredfield> element has no attributes and no child elements. Its value is the name of the field that should be ignored. There are two fields that can be ignored in FTP server profiles. 336 Optional Field Value When Disabled Browser Unknown BrowserBreakdown Unknown Cookie None Domain Unresolved Keywords KeywordsID 0 PageBreakdown PageBrkdwnID 0 Platform Unknown Referrer None ReferrerBreakdown None User UserID 0 IBM Unica NetInsight: Administrator's Guide Example <ignoredfields> <ignoredfield>Browser</ignoredfield> </ignoredfields> includedagents The <includedagents> element contains a list of the user agents you want included in the traffic analysis. This list appears on the Included Agents page. Traffic from user agents not on this list will not be analyzed. If the <includedagents> element is missing, traffic from all user agents will be included. The <includedagents> element has no attributes and no value. Use the child element <member> to specify the hosts. The value of the <member> element is the text that determines which hosts are included. Example <includedagents> <member method="starts_with"> Microsoft-WebDAVMiniRedir </member> </includedagents> includedhosts The <includedhosts> element contains a list of the hosts you want included in the traffic analysis. This list appears on the Included Hosts page. Traffic from hosts not on this list will not be analyzed. If the <includedhosts> element is missing, traffic from all hosts will be included. The <includedhosts> element has no attributes and no value. Use the child element <member> to specify the hosts. The value of the <member> element is the text that determines which hosts are included. Example <includedhosts> <member method="ends_with">.edu</member> </includedhosts> includedpages The <includedpages> element contains a list of the pages you want included in the traffic analysis. This list appears on the Included Pages page. Traffic to pages not on this list will not be analyzed. If the <includedpages> element is missing, traffic from all pages will be included in the analysis. The <includedpages> element has no attributes and no value. Use the child element <member> to specify the pages. The value of the <member> element is the text that determines which pages are included. Example <includedpages> <member method="contains">NetInsight</member> </includedpages> includedparametervalues The <includedparametervalues> element contains a list of included parameter values. This list appears on the Included Parameter Values page. If the <includedparametervalues> element is missing, all parameter values will be Chapter 22. NetInsight configuration files 337 included in the analysis. The <includedparametervalues> element has no attributes and no value. Use the child element <member> to specify the included parameter value rules. The value of each <member> element is the text that determines which parameter values are included. Example <includedparametervalues> <member type="param1" method="equals">graphs</member> <member type="param2" method="equals">bars</member> </includedparametervalues> includedusers The <includedusers> element contains a list of the users you want included in the traffic analysis. This list appears on the Included Users page. Traffic from users not on this list will not be analyzed. If the <includedusers> element is missing, traffic from all users will be included in the analysis. The <includedusers> element has no attributes and no value. Use the child element <member> to specify the users. The value of the <member> element is the text that determines which users are included. Example <includedusers> <member method="equals">jsmith</member> <member method="equals">bjones</member> </includedusers> keywordrules The <keywordrules> element contains a list of the keyword parsing rules for the profile. This list appears on the Keywords page. The <keywordrules> element has no attributes and no value. Each keyword parsing rule is specified using the child element <keywordrule>. The <keywordrule> element has no value and two attributes. Corresponding option Possible values name Name of keyword rule Any alphanumeric characters type Type of rule page, querystring Attribute Default querystring The <keywordrule> element contains the child elements <includedsites>, <excludedurls>, and <parameters>. v The <includedsites> element contains the list of sites that should be searched using the keyword parsing rule. This list appears on the Only sites to be searched using the keyword rule page. The <includedsites> element has no attributes and no value. Use the child element <member> to specify each site. The value of the <member> element is the text that determines which sites are included. v The <excludedurls> element contains the list of URLs within the included sites that you do not want to be searched using the keyword parsing rule. This list appears on the URLs that will not be searched using the keyword rule page. The <excludedurls> element has no attributes and no value. Use the child element 338 IBM Unica NetInsight: Administrator's Guide <member> to specify each excluded URL. The value of the <member> element is the text that determines which URLs are excluded. v The <parameters> element contains the list of parameters that belong to this keyword rule. This list appears on the Parameters that belong to the keyword rule page. The <parameters> element has no attributes and no value. Use the child element <member> to specify each parameter. The <member> element will have no attributes when it is contained in the <parameters> element. The value of the <member>element is the parameter name. Example <keywordrules> <keywordrule name="A9" type="page"> <includedreferrers> <member method="equals">A9</member> </includedreferrers> </keywordrule> <keywordrule name="Google" type="querystring"> <includedsites> <member method="equals">Yahoo</member> </includedsites> <excludedurls> <member method="contains">/url?</member> <member method="contains">images.yahoo.</member> </excludedurls> <parameters> <member>q</member> <member>query</member> </parameters> </keywordrule> </keywordrules> levels The <levels> element contains a list of each sampling level specified for the profile. The <levels> element has no attributes and no value. Use the child element <level> to specify each level. The first <level> element specifies the Full reporting mode sample level. The second <level> element specifies the Sample reporting mode sample level. The <levels> element must be contained by the <sampling> element. The <level> element specifies a sampling level. The <level> element has no attributes and no child element. The value of the <level> element is the sampling percentage. Example <levels> <level>100.000000</level> <level>0.050000</level> <levels> linklength The <linklength> element sets the Link display length option on the Links options page. The possible values are numbers from 10 through 100 or Unlimited (represented in the configuration file as a 0). If the element is missing, NetInsight uses the default, which is 41. This element has no attributes and no child elements. Chapter 22. NetInsight configuration files 339 Example <linklength>25</linklength> locale The <locale> element customizes the administrative interface for your locale. If the element is missing, the defaults are used. This element has four attributes; each one corresponds to an option on the Locale options page in the administrative options. Attribute Corresponding option timeformat Display time as 12hr, 24hr 12hr dateformat Display date as mdy, dmy, ymd mdy charset Character set latin1, latin2, sjis, big5, gb2312, euckr, user latin1 language Language Two-character language identifier en Possible values Default This element has no child elements and no value. Example <locale timeformat="12hr" dateformat="mdy" charset="latin1" language="en"/> localkeywords The <localkeywords> element contains a list of pages on your site that allow users to enter keywords. The list appears on the Local Keywords page. If the <localkeywords> element is missing, NetInsight does not generate a report of the keywords used on your site. The <localkeywords> element has one optional attribute. Attribute parameter Corresponding option Local keyword parameter Possible values Default Any parameter that contains search words Example <localkeywords> <member method="ends_with">search.cgi</member> </localkeywords> logs The <logs> element contains a list of the log files you want to analyze. This list appears on the Log Files page. The <logs> element has no attributes and no value. Use the child element <logfile> to specify the full path of each log file. The <logfile> element has one attribute. 340 IBM Unica NetInsight: Administrator's Guide Attribute Corresponding option format Format of log file(s) Possible values Default auto, netscape, ncsa, auto w3c, iis, msproxy, website, gauntlet, ibm, raptor, openmarket, wuftpd, ncftpd, cerfnet, squid, sidewinder, watchguard, real, (User defined value—Custom Log Formats) Example <logs> <logfile format="auto">/logs/access.log</logfile> <logfile format="auto">/logs/old/access.*</logfile> <logfile format="auto"> ftp://ftp.unica.com/logs/access.log </logfile> </logs> maildebug The <maildebug> element logs the SMTP conversation between NetInsight and the mail server when you email reports through the Email icon or by executing an email task. If this element is present in the profile configuration file, the conversation and other relevant information is logged in NetInsight /data/short_name/maildebug.log, where NetInsight is the NetInsight program directory, and short_name is the name that appears in parentheses in the Available profiles list in the Profile Manager. This element has no attributes, no child elements, and no value. If this element is absent, email debug logging is not enabled. Do not modify this element without contacting technical support. Note: If you use the –email command-line option to execute multiple email tasks, only the last email task will be logged in maildebug.log when this element is present in the profile configuration file. Example <maildebug/> maxpathlength The <maxpathlength> element sets the Maximum length of path option on the General options page. The possible values are numbers 2 through 10. If the element is missing, NetInsight uses the default value, which is 5. This element has no attributes and no child elements. Example <maxpathlength>5</maxpathlength> Chapter 22. NetInsight configuration files 341 member The <member> element specifies an item in a list. This element must be included inside a container element. The <member> element has one attribute. Attribute method Corresponding option Possible values Default How you determine if an item should be included in the list equals, starts_with, ends_with, contains, match_pattern* equals Note: * Use match_pattern for match the regular expression filters. The value of the <member> element depends on the container. metriclists The <metriclists> element contains a list of metric list definitions. The list appears on the Metric Lists options page. This element has no attributes and no value. Use the <metriclist> element to define each metric list. The <metriclist> element has two attributes. Attribute Corresponding option name Title of metric list Any character string less than 120 characters id Name of metric list (one word) Any character string of less than 30 characters that starts with a letter, uses only alphanumeric characters, hyphens, or underscores, and does not match the name of a subdirectory in the profile's HTML directory Possible values Default The <metriclist> element has no value. Use the child element <group> to specify each group in the list. The <group> element has one attribute. Attribute Corresponding option name* Title of group Possible values Default Any character string less than 120 characters Note: * NetInsight creates an ID for the group by replacing any spaces and non-alphanumeric characters in the name with underscores. Each group's ID must be unique within the metric list. 342 IBM Unica NetInsight: Administrator's Guide The <group> element has no value. Use the child element <metric> to specify each metric in the group. The <metric> element has two attributes. Attribute Corresponding option name* Metric title Any character string less than 120 characters target Metric source Any metric key Possible values Default Note: * NetInsight creates an ID for the metric by replacing any spaces and non-alphanumeric characters in the name with underscores. Each metric's ID must be unique within the metric list. The <metric> element has no child elements and no value. Example <metriclists> <metriclist name="My Metric List" id="mylist"> <group name="Traffic Metrics"> <metric name="Number of Sessions" target="sessions"/> </group> </metriclist> </metriclists> metricsfile The <metricsfile> element specifies a metrics file to use with this profile. This element has no attributes and no child elements. The value of the element is the filename of the metrics file to be used. The file must be located in the NetInsight/data/ directory. If this element is missing, NetInsight uses the default metrics file for the profile type. Example <metricsfile>mymetricsfile.xml</metricsfile> module The <module> element defines an external module to use in this profile. This element must be contained by the <modules> element. The <module> element has the following attributes: Attribute Description/ Corresponding Option Possible values name A unique, case-sensitive text string identifying a particular implementation of the module type psi importenabled Enable import check box true, false Default false Chapter 22. NetInsight configuration files 343 Attribute reportingenabled Description/ Corresponding Option Enable reporting check box Possible values Default true, false false The <module> element has no value. Use the <connection> child element to specify connection information for the module. Use the <retrievebatchsize> and <writebatchsize> child elements to control batch sizes for this module. Example <module name="psi" importenabled="true" reportingenabled="true"> <connection> <url>http://www.paidsearchintegrationserver.com</url> <user>Unica</user> <password>encryptedpassword</password> </connection> <retrievebatchsize>10000</retrievebatchsize> <writebatchsize>50000</writebatchsize> </module> modules The <modules> element is a container element for external modules that are used in this profile. The <modules> element has no attributes and no value. Use the child element <module> to specify each module. Example <modules> <module name="psi" importenabled="true" reportingenabled="true"> <connection> <url>http://www.paidsearchintegrationserver.com</url> <user>Unica</user> <password>encryptedpassword</password> </connection> <retrievebatchsize>10000</retrievebatchsize> <writebatchsize>50000</writebatchsize> </module> </modules> nodefaultautoupdate The <nodefaultautoupdate/> element disables the Automatically update report option on the Saving the Report options page for a custom report. If this element is present, the Automatically update report option is not selected for any new custom reports. If this element is absent, the option is selected for any new custom reports. This element has no attributes, no child elements, and no value. This element has been replaced with the <nodefaultautoupdatefull/> and <nodefaultautoupdatesample/> elements in new profiles. 344 IBM Unica NetInsight: Administrator's Guide Example <nodefaultautoupdate/> nodefaultautoupdatefull The <nodefaultautoupdatefull/> element disables the Automatically update full report option on the Saving the Report options page for a custom report. If this element is present, the Automatically update full report option is not selected for any new custom reports. If this element is absent, the option is selected for any new custom reports. This element has no attributes, no child elements, and no value. Example <nodefaultautoupdatefull/> nodefaultautoupdatesample The <nodefaultautoupdatesample/> element disables the Automatically update sample report option on the Saving the Report options page for a custom report. If this element is present, the Automatically update sample report option is not selected for any new custom reports. If this element is absent, the option is selected for any new custom reports. This element has no attributes, no child elements, and no value. Example <nodefaultautoupdatesample/> noimportreindex The <noimportreindex> element disables the dropping and recreating of database indexes during import. If you are using NetInsight as an ETL tool, you should consider using this element. If the element is absent (which it is by default), the indexes are dropped and recreated during import. This element has no attributes, no child elements, and no value. Note: The <noimportreindex> element will not prevent reindexing if the Misc table says reindexing needs to be done. Note: This element does not apply to NetInsight for SQLite. Example <noimportreindex/> nonreportabledimensions The <nonreportabledimensions> element contains the list of non-reportable dimensions. (A non-reportable dimension will not appear on the Discovery Panel or in reports even if the log file data and profile options support it.) This list appears in the Available Dimensions list on the Reportable Dimensions page. The <nonreportabledimensions> element has no attributes and no value. Use the child element <nonreportabledimension> to specify each non-reportable dimension. The <nonreportabledimension> element has no attributes and no child elements. The value of the element is the dimension name. Chapter 22. NetInsight configuration files 345 Example <nonreportabledimensions> <nonreportabledimension>content<nonreportabledimension> <nonreportabledimension>domain<nonreportabledimension> <nonreportabledimensions> notableanalysis The <notableanalysis/> element disables periodic table analysis. If the element is absent (which it is by default), periodic table analysis is enabled. This element has no attributes, no child elements, and no value. Note: This element applies only to NetInsight for Oracle, MySQL, and DB2. Example <notableanalysis/> ntadtrack The <ntadtrack> element sets the Full path of ntadtrack.cgi (or ntadtrack.exe) option on the Banner Ads page. If the element is missing, the option will be blank. This element has no attributes and no child elements. Example <ntadtrack>/cgi-bin/ntadtrack.exe</ntadtrack> ntdi The <ntdi> element contains a list of data conduits. This list appears on the Data Conduits page. If the <ntdi> element is missing, NetInsight will not use data conduits. The <ntdi> element has no attributes and no value. Use the child element <plugin> to specify each plug-in. The <plugin> element has three attributes. Attribute Corresponding option type Conduit tasks cookie, department, email, host, pagetitle, param_param-name, rwpage, rwparam_param-name, user, visitore conf Full path to conduit config Any path and filename name Name of data conduit Any alphanumeric characters Possible values Default The value of the <plugin> element is the plug-in library. The <plugin> element has no child elements. Example <ntdi> <plugin type="host" conf="ntdiodbc.conf" name="host info"> ntdiodbc.dll </plugin> 346 IBM Unica NetInsight: Administrator's Guide <plugin type="visitor" conf="ntdiodbc.conf" name="visitor info"> ntdiodbc.dll </plugin> </ntdi> ntlinktrack The <ntlinktrack> element sets the Full path of ntlinktrack.cgi (or ntlinktrack.exe) option on the Links page. If the element is missing, the option will be blank. This element has no attributes and no child elements. Example <ntlinktrack>/cgi-bin/ntlinktrack.exe</ntlinktrack> outdefext The <outdefext> element specifies the output formatting extensions file to use with this profile. The <outdefext> element has no attributes and no child elements. The value is the full path and file name of the output formatting extensions file. Example <outdefext> C:\Program Files\NetInsight\OutputFiles\output1.xml </outdefext> parameters The <parameters> element contains a list of parameters you want to track. This list appears on the Parameters page. The <parameters> element has no attributes and no value. Each parameter is specified using the child element <parameter>. The <parameter> element has ten attributes and no value. Attribute Corresponding option Possible values type Type of parameter file, field, meta coltitle Column title Any alphanumeric characters grtitleasc Graph title (Ascending) Any alphanumeric characters grtitledsc Graph title (Descending) Any alphanumeric characters lookupurl Parameter lookup URL Any URL parameter Parameter Any alphanumeric characters displayonbr Display on associated true, false breakdown name Name Any alphanumeric characters store Store parsed parameter value* true, false true associatewith Associate parameter value with view, visit view Default false Chapter 22. NetInsight configuration files 347 Note: The individual pages that you want NetInsight to search for the parameters must be specified using the child element <member>. The value of the <member> element is the text that determines which pages should be searched. Example <parameters> <parameter type="file" coltitle="Product Code" grtitleasc="Most Popular Products" grtitledsc="Least Popular Products" lookupurl="http://host.domainname.com/scripts/weblookup.exe?parameter=" parameter="pc" displayonbr="true" name="ProductID" store="true" associatewith="view"> <member method="contains">catalog</member> </parameter> </parameters> password The <password> element specifies a password. When the element is contained only by the overall container element for the file, it is used to set password protection for the profile. When it is contained by the <connection> element, it specifies the password NetInsight uses to connect to an external module. If the <password> element is missing, there is no password. When used to set the connection password, this element has no attributes. When used to set the profile protection options, the element has five possible attributes and you must include at least one attribute or the password has no effect. Attribute Corresponding option Possible values Default options Protect all of the profile options true, false false logoptions Protect only the log file and password options true, false false remove Protect the Remove Data from Profile page true, false false update Protect the updating of this profile true, false false savecustom Protect saving/removing custom reports true, false false This element has no child elements. The value of the element is the encrypted password. Example <password options="true" logoptions="true" remove="true" update="true" savecustom="true">encryptedpassword</password> 348 IBM Unica NetInsight: Administrator's Guide platforms The <platforms> element contains a list of the platform names that will appear in reports. This list appears on the Platforms page. The <platforms> element has no attributes and no value. Use the child element <platform> to specify each platform. The <platform> element has two attributes and no value. Attribute Corresponding option Possible values Default false appendversion Append the version number true, false name Name of platform Any alphanumeric characters Use the child element <member> to specify the individual members of each platform group. The value of the <member> element is the text that identifies a platform you want included in the group. Example <platforms> <platform name="Windows 95"> <member method="starts_with">Win95_</member> <member method="match_pattern">^WMP\ (.*os=Windows_95.*\)</member> <member method="match_pattern">^QTS \(.*os=Windows_95.*\)</member> </platform> <platform name="Windows Me"> <member method="starts_with">Win98_4.9</member> <member method="match_pattern">^WMP \(.*os=Windows_ME.*\)</member> <member method="match_pattern">^WMP \(.*os=Windows_98;osver=4\.9.*\)</member> <member method="match_pattern">^QTS \(.*os=Windows_Me.*\)</member> </platform> </platforms> precalcdates The <precalcdates> element sets the report generation options for the profile. This element has six possible attributes. Each attribute corresponds with an option on the Report Generation options page. If an attribute is missing, reports for the corresponding date range is not pre-calculated. For the years, quarters, months, weeks, and days attributes, the value of the attribute is the number of the corresponding time frames for which reports will be pre-calculated. Attribute Corresponding option Possible values Default all All Months true, false false years Latest ___ Years Any numeic value months Latest ___ Quarters Any numeic value weeks Latest ___ Weeks Any numeic value days Latest ___ Days Any numeic value Chapter 22. NetInsight configuration files 349 Example <precalcdates all="false" quarters="1" months="3" days="2"/> redirectscripts The <redirectscripts> element contains a list of pages that you want to include in the analysis even though they return a redirection code. This list appears on the Redirection Scripts page. If the <redirectscripts> element is missing, NetInsight excludes all hits resulting in an HTTP redirection status code — codes 301 and 302. The <redirectscripts> element has no attributes and no value. Use the child element <member> to specify the pages.The value of the <member> element is the text that determines which pages are included. Example <redirectscripts> <member method="equals">/cgi-bin/redirect.cgi</member> </redirectscripts> referrergroups The <referrergroups> element contains a list of referrer groups, each of which can contain multiple referrers. This list appears on the Referrer Groups page. The <referrergroups> element has no attributes and no value. Each referrer group is specified using the child element <referrergroup>. The <referrergroup> element has one attribute. Attribute name Corresponding option Possible values Name of referrer group Any alphanumeric characters Default Example <referrergroups> <referrergroup name="AltaVista"> <member method="contains">altavista.</member> </referrergroup> <referrergroup name="AOL NetFind"> <member method="ends_with">netfind.aol.com</member> </referrergroup> </referrergroups> reportlists The <reportlists> element contains a list of report list definitions. The list appears on the Report Lists options page. This element has no attributes and no value. Use the <reportlist> element to define each report list. The <reportlist> element has two attributes. 350 Attribute Corresponding option name Title of report list IBM Unica NetInsight: Administrator's Guide Possible values Any character string less than 120 characters Default Attribute id Corresponding option Name of report list (one word) Possible values Default Any character string of less than 30 characters that starts with a letter, uses only alphanumeric characters, hyphens, or underscores, and does not match the name of a subdirectory in the profile's HTML directory. The <reportlist> element has no value. Use the child element <folder> to specify each folder in the list. The <folder> element has one attribute. Attribute Corresponding option name* Title of folder Possible values Default Any character string less than 120 characters Note: * NetInsight creates an ID for the folder by replacing any spaces and non-alphanumeric characters in the name with underscores. Each folder's ID must be unique within the report list. The <folder> element has no value. Use the child element <report> to specify each report in the folder. The <report> element has two attributes. Attribute Corresponding option name* Report title Any character string less than 120 characters target Report source Any report key Possible values Default Note: * NetInsight creates an ID for the report by replacing any spaces and non-alphanumeric characters in the name with underscores. Each report's ID must be unique within the report list. The <report> element has no child elements and no value. Example <reportlists> <reportlist name="My Report List" id="mylist"> <folder name="Visitor Reports"> <report name="Host Summary" target="host"/> </folder> </reportlist> </reportlists> Chapter 22. NetInsight configuration files 351 resolvehosts The <resolvehosts> element sets the Resolve host names option on the General options page. If the element is present, the option is selected. If it is absent, the option is not selected. This element has no attributes, no child elements, and no value. Example <resolvehosts/> referrergroups The <referrergroups> element contains a list of referrer groups, each of which can contain multiple referrers. This list appears on the Referrer Groups page. The <referrergroups> element has no attributes and no value. Each referrer group is specified using the child element <referrergroup>. The <referrergroup> element has one attribute. Attribute name Corresponding option Possible values Name of referrer group Any alphanumeric characters Default Example <referrergroups> <referrergroup name="AltaVista"> <member method="contains">altavista.</member> </referrergroup> <referrergroup name="AOL NetFind"> <member method="ends_with">netfind.aol.com</member> </referrergroup> </referrergroups> resolvetitles The <resolvetitles> element sets the Resolve page titles option on the General options page. If the element is present, the option is selected. If it is absent, the option is not selected. This element has no attributes, no child elements, and no value. Example <resolvetitles/> retrievebatchsize The <retrievebatchsize> element defines the number of rows NetInsight requests from the external module server at a time. This element must be contained by the <module> element. The <retrievebatchsize> element has no attributes and no child elements. The value of the <retrievebatchsize> element is the number of rows. If this element is missing, NetInsight uses the default value, which is 10000. Example <retrievebatchsize>10000</retrievebatchsize> 352 IBM Unica NetInsight: Administrator's Guide roledefaults The <roledefaults> element stores the list of role default views specified for the profile. This element has no attributes and no value. Specify each role default view using the child element <roledefault>. The <roledefault> element has one attribute. Attribute Corresponding option view Default view Possible values Default Name of any view defined for the profile The value of the <roledefault> element is the name of a role. Example <roledefaults> <roledefault view="techview">techrole</roledefault> </roledefaults> rows The <rows> element is not currently supported. sampling The <sampling> element is a container element for the sampling settings elements <entity>, <element>, <seed>, <rows>, and <levels>. The <sampling> element has no attributes and no value. Example <sampling> <entity>Visitor</entity> <element>VisitorID</element> <seed>0</seed> <rows>0</rows> <levels> <level>100.000000</level> <level>0.050000</level> </levels> </sampling> schemafile The <schemafile> element specifies the schema definition file to be used to create SQL Server, Oracle, or DB2 database tables for this profile. This element has no attributes and no child elements. The value of the element is the filename of the schema definition file to be used. The file must be located in the NetInsight/data/ directory. If this element is missing, NetInsight uses the default schema definition file for the profile. Example <schemafile>myschema.xml</schemafile> Chapter 22. NetInsight configuration files 353 securityrealms The <securityrealms> element contains a list of security realms that categorize pages on a Web site in order to resolve the titles of pages on Web servers that require authentication. This list appears on the Security Realms page. Use the child element <securityrealm> to specify each security realm. This element has three attributes. Attribute Corresponding option name Realm name Any alphanumeric characters username User name Any alphanumeric characters password Password Encrypted password Possible values Default The <securityrealm> element has no value. Use the child element <member> to specify the individual pages that are part of the security realm. The value of each <member> element is the text that determines which pages belong to the security realm. Example <securityrealms> <securityrealm name="Realm1" username="Bob Smith" password="a1nc82"> <member method="contains">NetInsight</member> <member method="starts_with">/eval</member> </securityrealm> <securityrealm name="Realm2" username="Susan Wright" password="gn3x"> <member method="contains">Microsoft</member> <member method="ends_with">.net</member> <securityrealm> </securityrealms> seed The <seed> element specifies the sample seed value. The seed value is used by the random number generator to produce a repeatable sequence of element IDs used to populate the sample tables. The <seed> element has no attributes and no child elements. The value of the element is used as the seed. The <seed> element must be contained by the <sampling> element. Example <seed>0</seed> segment The <segment> element contains the name of a campaign segment, which is the ad variation or group within a campaign channel. The <segment> element must be contained by the <channel> element. The <segment> element has no value and one attribute. 354 IBM Unica NetInsight: Administrator's Guide Attribute name Corresponding option Possible values Name of campaign segment Any alphanumeric characters Default Each campaign segment has a unique identifier in entry pages affiliated with that segment. The individual entry pages associated with a campaign segment are specified using the child element <member>. The value of the <member> element is the text used to determine which entry pages are in the campaign segment. Example <campaigns> <campaign name="Offer"> <channel name="checkdomain" type="bannerad"> <segment name="Ad Segment 1"> <member method="equals">promo</member> </segment> <segment name="Ad Segment 2"> <member method="equals">demo</member> </segment> </channel> </campaign> </campaigns> servers The <servers> element contains a list of the clustered log files you want to analyze. (If your log files are not clustered, do not use this element. Use the <logs> element instead. You should not use the <servers> element and the <logs> element in the same configuration file.) This list appears on the Log Files page. The <servers> element has one attribute. Attribute Corresponding option Possible values Default type Log files are single single The <servers> element has no value. The server that contains the log files is specified using the child element <server>. The <server> element has one attribute. Attribute Corresponding option name Name of server Possible values Default Any alphanumeric characters The <server> element has no value. The full path of each log file is specified using the child element <logfile>. The <logfile> element has one attribute. Chapter 22. NetInsight configuration files 355 Attribute Corresponding option format Format of log file(s) Possible values Default auto, netscape, ncsa, auto w3c, iis, msproxy, website, gauntlet, ibm, raptor, openmarket, wuftpd, ncftpd, cerfnet, squid, sidewinder, watchguard, real, (User defined value— Custom Log Formats) Example <servers type="single"> <server name="Server 1"> <logfile format="auto">/logs/server1/*.log</logfile> </server> <server name="Server 2"> <logfile format="auto">/logs/server2/*.log</logfile> </server> </servers> sessionization The <sessionization> element sets the sessionization methods on the Sessionization page. The <sessionization> element has two attributes. Attribute Corresponding option Possible values parameter Parameter value for Any parameter name username Authenticated user name true, false Default false For Web server profiles, NetInsight will sessionize using whatever attributes are present. If the parameter or cookie attribute is not present, NetInsight will not sessionize using parameters or cookies. The <sessionization> element has no child elements and no value. <sessionization parameter="SessionID" username="true"/> Example For Web server profiles: <sessionization parameter="SessionID" optoutcookievalue="OPT_OUT" parameterforvisitor="true" username="true" cookie="UnicaID"/> siteurl The <siteurl> element sets the URL of the site being analyzed option on the General options page. If the element is missing, the option will be blank. This element has no attributes and no child elements. 356 IBM Unica NetInsight: Administrator's Guide Example <siteurl>Protocol://URL</siteurl> spiders The <spiders> element contains a list of hosts and user agents that should be classified as robots and spiders. This list appears on the Robots/Spiders page. The <spiders> element has no attributes and no value. Each robot or spider is specified using the child element <spider>. The <spider> element has one attribute. Attribute Corresponding option name Name of spider Possible values Default Any alphanumeric characters The <spider> element has no value. The individual members of each spider or robot are specified using the child element <member>. The <member> element uses both the method and type attributes inside the <spider> element. The type attribute has three possible values: host, referrer, and useragent. The default value is host. The value of the <member> element is the text that determines which hosts and user agents should be included in the robot or spider. Example <spiders> <spider name="Acoon"> <member type="useragent" method="starts_with"> Acoon Robot </member> </spider> <spider name="Internap Performance Crawler"> <member type="referrer"method="equals"> http://www.internap.com/measurements/readme.html </member> </spider> </spiders> summarysize The <summarysize> element sets the Number of rows per summary option on the General options page. The possible values are 5, 10, 15, 20, 25, 50, 75, or 100. If the element is missing, NetInsight uses the default value, which is 10. This element has no attributes and no child elements. Example <summarysize>10</summarysize> tagimages The <tagimages> element contains a list of page tag images. This list appears on the Page Tagging page. This element has no value and one attribute. Attribute Corresponding option type Page tags are Possible values Default off, augment, single, multiple*, hybrid** off Chapter 22. NetInsight configuration files 357 * Applies to the Used instead of log files to collect data for multiple sites page tagging option. ** Applies to the Used in addition to log files to collect data for multiple sites page tagging option. Use the child element <member> to specify the page tag images. The value of each <member> element is the text that determines the image that will be used to collect data from page tags. Example <tagimages type="hybrid"> <member method="equals">ntptnojs.gif</member> </tagimages> title The <title> element sets the profile title option on the General options page. If the element is missing, the option is blank. This element has no attributes and no child elements. Example <title>IBM Corporation</title> titlelength The <titlelength> element sets the Page title display length option on the General options page. The possible values are numbers from 10 through 100 or unlimited (represented in the configuration file as a 0). If the element is missing, the default, 41, is used. This element has no attributes and no child elements. Example <titlelength>50</titlelength> titles The <titles> element contains a list of page title mappings. A page title mapping specifies a page title for NetInsight to use for a given page instead of the title that results from resolving the page title. This list appears on the Page Title Mappings page. If the <titles> element is missing, NetInsight will use the resolved page titles for the pages. The <titles> element has no attributes and now value. Each page title mapping is specified using the child element <title>. The <title> element has one attribute. Attribute Corresponding option page Page Possible values Default Any directory path and filename The value of the <title> element is the page title that NetInsight uses. 358 IBM Unica NetInsight: Administrator's Guide Example <titles> <title page ="/NetInsight/whitepapers/analyzing.html"> Analyzing Your Web Traffic </title> <title page ="/NetInsight/whitepapers/parameters.html"> Using Parameter Summaries </title> </titles> unexcludedpages The <unexcludedpages> element contains a list of pages from the excluded page types that should be included in the traffic analysis. For example, if you had previously excluded all .gif files, you could use the <unexcludedpages> element to include a specified .gif file in the analysis. This list appears on the Unexcluded Pages page. If the <unexcludedpages> element is missing, traffic from all pages of the types specified in the excluded pages list will be excluded. The <unexcludedpages> element has no attributes and no value. Use the child element <member> to specify the pages. The <member> element value is the text that identifies the pages to include. Example <unexcludedpages> <member method="equals">map.jpg</member> </unexcludedpages> unresolvedtitles The <unresolvedtitles> element contains a list of pages whose titles should not be resolved. This list appears on the Unresolved Page Titles page. If the <unresolvedtitles> element is missing, NetInsight tries to resolve titles on all pages if the Resolve page titles check box is selected on the General options page. You should at least include executable files in your list, since NetInsight should not attempt to resolve these page titles. The <unresolvedtitles> element has no attributes and no value. Use the child element <member> to specify the pages.The value of the <member> element is the text that determines which pages should be included in the list. Example <unresolvedtitles> <member method="contains">/cgi-bin/</member> <member method="contains">/scripts/</member> <member method="ends_with">.cgi</member> <member method="ends_with">.exe</member> </unresolvedtitles> url The <url> element specifies the location of the external module. This element must be contained by a <connection> element. The <url> element has no attributes and no child elements. The value of the <url> element is the URL for the external module. Chapter 22. NetInsight configuration files 359 Example <url>http://www.paidsearchintegrationserver.com</url> urlsearchrules The <urlsearchrules> element contains a list of URL search and replace rules. This list appears on the URL Search and Replace page. The <urlsearchrules> element has no attributes and no value. Each URL search and replace rule is specified using the child element <urlsearchrule>. The <urlsearchrule> element has five attributes. Attribute Corresponding option Possible values Default type Type of rule page, param_xyz * page global Replacement scope true, false** false search Search rule Any regular expression that describes the part of the URL you want to replace replace Replacement value Any text you want to replace the text described by the search rule. To delete it, leave this attribute empty. name Description Any alphanumeric characters Note: * In param_xyz, xyz is the parameter name. Note: ** The value true corresponds to the option All matches and false corresponds to Only first match.The <urlsearchrule> element has no value. Use the child element <member> to specify the individual files that NetInsight should scan for the search rule. The value of the <member> element is the text that identifies which files should be scanned. Example <urlsearchrules> <urlsearchrule type="page" global="false" search="\/(channel1)\.rm" replace="News" name="Rename news channel"> <member method="starts_with">/channel</member> </urlsearchrule> </urlsearchrules>K> user The <user> element specifies the user name NetInsight uses to connect to the external module. This element must be contained by the <connections> element. The <user> element has no attributes and no child elements. The value of the <user> element is the user name. 360 IBM Unica NetInsight: Administrator's Guide Example <user>Unica</user> userlookup The <userlookup> element sets the User lookup URL option on the Lookup Scripts page. If the element is missing, the option will be blank. This element has no attributes and no child elements. Example <userlookup> http://host.domainname.com/scripts/weblookup.exe?user= </userlookup> variablesfile The <variablesfile> element specifies a variables file to use with this profile. This element has no attributes and no child elements. The value of the element is the filename of the variables file to be used. The file must be located in the NetInsight/data/ directory. If this element is missing, NetInsight uses the default variables file for the profile type. Example <variablesfile>myvariablesfile.xml</variablesfile> viewlist The <viewlist> element contains a list of views. The list appears on the Views options page. This element has no attributes and no value. Specify each view using the child element <view>. The <view> element has two attributes. Attribute Corresponding option name Title of view Any unique character string less than 120 characters id* Name of view (one word) Any unique character string of less than 30 characters that starts with a letter, uses only alphanumeric characters, hyphens, or underscores, and does not match the name of a subdirectory in the profile's HTML directory Possible values Default Note: * One view must be specified as the default view by having an ID value of _default. The <view> element has no value. Use the required child elements <timeperiod> and <reportlist> to specify the default calendar state and the list of reports for Chapter 22. NetInsight configuration files 361 the view. Use the optional child elements <dimensionlist>, <filterlist>, and <metriclist> to specify the dimension, filter, and metric lists for the view. The <timeperiod> element sets the Time period option on the Views options page. This element has three attributes. Attribute Corresponding option type Possible values Default Time period all, latestday, latestweek, latestmonth, latestquarter, latestyear, prevday, prevweek, prevmonth, prevquarter, prevyear, range all start* Dates from Any date in the form YYYYMMDD end* Dates to Any date in the form YYYYMMDD Note: * This attribute is only valid if the type attribute has the value range. The <timeperiod> element has no value and no child elements. The <reportlist> element has no attributes and no child elements. The value of the <reportlist> element is the ID of a defined report list. For details on defining a report list, see the <reportlists> element. The <dimensionlist> element has no attributes and no child elements. The value of the <dimensionlist> element is the ID of a defined dimension list. For details on defining a dimension list, see the <dimensionlists> element. The <filterlist> element has no attributes and no child elements. The value of the <filterlist> element is the ID of a defined filter list. For details on defining a filter list, see the <filterlists> element. The <metriclist> element has no attributes and no child elements. The value of the <metriclist> element is the ID of a defined metric list. For details on defining a metric list, see the <metriclists> element. Example <viewlist> <view name="Sales View" id="sales"> <reportlist>salesreports</reportlist> <dimensionlist>salesdimensions</dimensionlist> <filterlist>salesfilters</filterlist> <metriclist>salesmetrics</metriclist> <timeperiod type="latestmonth"/> </view> <viewlist> 362 IBM Unica NetInsight: Administrator's Guide virtual The <virtual> element sets the Only process traffic to the configured site option on the Advanced options page. If the element is present, the option is selected. If it is absent, the option is not selected. This element has no attributes, no child elements, and no value. Example <virtual> visitorlookup The <visitorlookup> element sets the Visitor lookup URL option on the Lookup Scripts page. If the element is missing, the option will be blank. This element has no attributes and no child elements. Example <visitorlookup> http://host.domainname.com/scripts/weblookup.exe?visitor= </visitorlookup> visitorprofiles The <visitorprofiles> element contains a list of visitor groups. (You can sort visitors into groups based on any of a large number of filters.) This list appears on the Visitor Profiles page. The <visitorprofiles> element has no attributes and no value. Each visitor group is specified using the child element <visitorprofile>. The <visitorprofile> element has one attribute. Attribute Corresponding option name Name of profile Possible values Default Any alphanumeric characters Use the child element <filterinstances> to specify the filters that define the visitor profile. For details on the <filterinstances> element, see the document “NetInsight Dimension and Metric Filters." Note: Even if you want to create a visitor profile that contains all visits, the <visitorprofile> element must contain the <filterinstances> element. (The <filterinstances> element can then be empty.) If the <visitorprofile> element does not contain the <filterinstances> element, the visitor profile will be ignored. Example <visitorprofiles> <visitorprofile name="Downloaded"> <filterinstances> <filterinstance type="page" comparison="ends_with"> .exe </filterinstance> </filterinstances> </visitorprofile> </visitorprofiles> Chapter 22. NetInsight configuration files 363 visitthreshold The <visitthreshold> element sets the Number of minutes between visits option on the Sessionization page. The possible values are numbers from 1 through 999. If the element is missing, the default value of 30 is used. This element has no attributes and no child elements. Example <visitthreshold>40</visitthreshold> writebatchsize The <writebatchsize> element defines the number of rows of data from the external module NetInsight writes to the database at a time. This element must be contained by the <module> element. The <writebatchsize> element has no attributes and no child elements. The value of the <writebatchsize> element is the number of rows. If this element is missing, NetInsight uses the default value, which is 50,000. Example <writebatchsize>50000</writebatchsize> 364 IBM Unica NetInsight: Administrator's Guide Notices This information was developed for products and services offered in the U.S.A. IBM may not offer the products, services, or features discussed in this document in other countries. Consult your local IBM representative for information about the products and services currently available in your area. 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