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SAP Hybris Marketing 1.2 (1511) January 2016 English Settings for Marketing Recommendation (CEN) Building Block Configuration Guide SAP SE Dietmar-Hopp-Allee 16 69190 Walldorf Germany SAP Best Practices Settings for Marketing Recommendation (CEN): Configuration Guide Copyright © 2015 SAP SE or an SAP affiliate company. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company. SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. Please see http://global.sap.com/corporate-en/legal/copyright/index.epx#trademark for additional trademark information and notices. Some software products marketed by SAP SE and its distributors contain proprietary software components of other software vendors. 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Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of their dates, and they should not be relied upon in making purchasing decisions. © SAP SE Public Page 2 of 13 SAP Best Practices Settings for Marketing Recommendation (CEN): Configuration Guide Icons Icon Meaning Caution Example Note Recommendation Syntax Typographic Conventions Type Style Description Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options. Cross-references to other documentation. Example text Emphasized words or phrases in body text, titles of graphics and tables. EXAMPLE TEXT Names of elements in the system. These include report names, program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE. Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools. EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key. Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation. <Example text> Variable user entry. Pointed brackets indicate that you replace these words and characters with appropriate entries. © SAP SE Public Page 3 of 13 SAP Best Practices Settings for Marketing Recommendation (CEN): Configuration Guide Content 1 2 Purpose .............................................................................................................................. 5 Preparation ......................................................................................................................... 5 2.1 Prerequisites ............................................................................................................ 5 2.2 SAP Notes ................................................................................................................ 5 2.3 Authorizations .......................................................................................................... 5 3 Configuration ...................................................................................................................... 7 3.1 Create Secondary Database Connection ................................................................ 7 3.2 Technical Configuration of Marketing Recommendation ......................................... 8 3.3 Activating SICF Services .......................................................................................... 9 4 Appendix (Optional) .......................................................................................................... 10 4.1 Define Algorithm Classes ....................................................................................... 10 4.2 Define Algorithm Parameters ................................................................................. 10 4.3 Define Algorithms ................................................................................................... 11 4.4 Configure Algorithm ............................................................................................... 12 © SAP SE Public Page 4 of 13 SAP Best Practices Settings for Marketing Recommendation (CEN): Configuration Guide Settings for Marketing Recommendation 1 Purpose The purpose of this document is to describe the configuration steps required to configure Marketing Recommendation, which is one of the solutions of the SAP Hybris Marketing rapiddeployment solution. This document supplements the existing customizing documentation in the Implementation Guide (IMG) and provides additional information where required. 2 Preparation Prerequisites Before you start the implementation of this building block, install all prerequisite building blocks specified in the Prerequisites Matrix for the Marketing Recommendation (CER) scopeitem. For more information, see the Prerequisites Matrix for SAP Hybris Marketing rapid-deployment solution. SAP HANA Predictive Analysis Library (PAL) SPS08 or higher must be installed. SAP Notes After system landscape installation implement the following SAP Notes. 2211210 - hybris Recommendation Template missing when using ERP. 2229461 - hybris Recommendation can't retrieve data from ERP Authorizations Technical User for Secondary Database Connection System User Authorizations SAP HANA <technical user> for example, TC_USER Create an SAP HANA user, for example, TC_USER, as described in the SAP Hybris Marketing installation guide, chapter SAP HANA User for Technical Configuration: http://help.sap.com/mkt Installation and Upgrade Information Installation Guide. This user will be used in the secondary database connection to initialize Marketing Recommendation If you already created such a technical user, for example, for the initial setup task list execution in the Initial Setup of Hybris Marketing (CED) configuration guide, you can reuse the user. © SAP SE Public Page 5 of 13 SAP Best Practices Settings for Marketing Recommendation (CEN): Configuration Guide Authorizations for End Users in the Hybris Marketing system The following default SAP roles must be assigned to a user so that Recommendation models can be accessed: SAP_CEI_B2C_RECO SAP_CEI_B2C_RECO_RUNTIME Customer copies of these roles should already have been created during implementation of the Business Roles and User Management for Hybris Marketing (CEQ) configuration guide. Make sure that this is the case and that the customer roles are assigned to the relevant end users. © SAP SE Public Page 6 of 13 SAP Best Practices Settings for Marketing Recommendation (CEN): Configuration Guide 3 Configuration The below chapters should be implemented only if the SAP Hybris Marketing Recommendation has not yet been activated. If you have set up your SAP Hybris Marketing system from scratch and chose the Recommendation option during initial setup, you can skip this activity. Create Secondary Database Connection Use To ensure that all necessary authorizations can be granted, a temporary database connection from the SAP NetWeaver Application Server system for SAP Hybris Marketing to the SAP HANA database has to be created. The user you enter in this database connection must have specific SAP HANA authorization objects assigned. For creation of a dedicated technical user, refer to the SAP Hybris Marketing installation guide, chapter SAP HANA User for Technical Configuration: http://help.sap.com/mkt Installation and Upgrade Information Installation Guide. Do NOT use the SYSTEM user for this connection. If you have already created a database connection as described in the Initial Setup of Hybris Marketing (CED) configuration guide, and if that connection (for example CEI_SETUP) has the required technical user assigned to it, in that case the same can be reused here instead of creating a new connection. In this case, you can skip the procedure below. For security reasons, you can de-activate the technical user after successful technical configuration. In this case you only need to reactivate the user once you upgrade your system. Procedure 1. Log on to the SAP Hybris Marketing system using the SAP GUI. 2. Access the transaction choosing the following navigation option: Transaction code DBCO 3. On the Display View “Description of Database Connections”: Overview screen, choose Display Change. 4. On the Change View “Description of Database Connections”: Overview screen, choose New Entries (F5). 5. On the New Entries: Details of Added Entries screen, maintain the following values: Field name Value DB Connection PRI_SETUP DBMS HDB User Name A technical user as described in the SAP Hybris Marketing installation guide, chapter SAP HANA User for Technical Configuration: http://help.sap.com/mkt Installation and Upgrade Information Installation Guide. For example: TC_USER © SAP SE Public Page 7 of 13 SAP Best Practices Settings for Marketing Recommendation (CEN): Configuration Guide Field name Value DB password <enter the user password (twice)> Conn. Info <SAP HANA server>:3<Instance number>15 (for example, hpbi0296:30015) Do not specify the server domain name. (For example, hpbi0296.ny.mycom.de:30015 is not correct.) Permanent Blank Connection Limit Blank Optimum Conns Blank 6. Choose Save. 7. Choose Back twice. Result You have established a database connection from the SAP NetWeaver Application Server to the SAP HANA database. Technical Configuration of Marketing Recommendation Use To use Marketing Recommendation, the CUAN_SETUP_PRI task list must be executed. Procedure 1. Log on to the SAP Hybris Marketing system using the SAP GUI. 2. Access the transaction choosing the following navigation option: Transaction code STC01 3. On the Task Manager for Technical Configuration screen, select the Task List: CUAN_SETUP_PRI, then choose Generate Task List Run (F8). 4. On the Maintain Task List Run CUAN_SETUP_PRI_nnnnnnnnnnnnnn screen, for the first task list step (Define Parameters for Technical Configuration), choose Change Parameters (button in the Parameter column). <nnnnnnnnnnnnnnnn> equals an individual numerical identifier generated by the system. For detailed information about each task, on the Maintain Task List Run screen choose the Show Task Documentation icon per task (in the Help column). 5. On the Edit Variants: Variant nnnnnnnnnnnnnn screen, maintain the following values: Field name Entry Value Customizing Request <choose an existing transport request, or create a new one and assign it> Secondary Connection to HDB PRI_SETUP 6. Save your entries. © SAP SE Public Page 8 of 13 SAP Best Practices Settings for Marketing Recommendation (CEN): Configuration Guide 7. Choose Back (F3). 8. Back on the Maintain Task List Run screen, choose Start/Resume Task List Run in Background (F9). 9. To display whether the task list run is completed, choose Refresh Task List Run (F2) until all task list steps have been executed (are displayed with green status). Result The technical configuration for Marketing Recommendation has been executed. Activating SICF Services Use To access recommendation models and functions, you must activate certain services within the Internet Communication Framework. Procedure 1. Log on to the SAP Hybris Marketing system using the SAP GUI. 2. Access the transaction choosing the following navigation option: Transaction code SICF SAP menu Tools Administration Administration Network HTTP Service Hierarchy Maintenance 3. On the Maintain Services screen, choose Hierarchy Type: SERVICE. 4. Choose Execute. 5. On the Maintain service screen, expand the service nodes listed below one after the other. 6. Right-click the service and choose Activate Service (or Activate Link). 7. Activate the following services (or links) for default_host: sap/bc/bsp/sap/prod_reco sap/bc/bsp/sap/prod_reco_wsi sap/bc/ui5_ui5/sap/prod_reco sap/bc/ui5_ui5/sap/prod_reco_wsi sap/opu/odata/sap/prod_reco_runtime_srv sap/opu/odata/sap/prod_reco_srv Result You have activated all relevant services. © SAP SE Public Page 9 of 13 SAP Best Practices Settings for Marketing Recommendation (CEN): Configuration Guide 4 Appendix (Optional) Define Algorithm Classes Use In this customizing activity, you can define new algorithm classes. The available algorithm classes are displayed on the Definition sub workset of a recommendation model. Depending on the selected algorithm class, different algorithms are available. For more information on the SAP delivered algorithm classed refer to: http://help.sap.com/mkt Application Help SAP Library SAP Hybris Marketing SAP Hybris Marketing Worksets and Applications Predictive Intelligence Product Recommendation Intelligence Algorithms see sub chapters. Procedure 1. Log on to the SAP Hybris Marketing system using the SAP GUI. 2. Access the activity using the following navigation options: Transaction code SPRO System IMG Menu SAP Hybris Marketing Recommendation Algorithm Definition Define Algorithm Classes 3. On the Change View “Product Recommendation Algorithm Type Class”: Overview screen, choose New Entries. 4. On the New Entries: Details of Added Entries screen, maintain the following values: Field name Entry Value Class ID <Enter your own Z-class ID> for example: ZABE_EXPL_PEER Algorithm Type Desc. <Enter your description> for example: 2 - Co-Action w/ explicit peers 5. Choose Save. Result You have defined your own algorithm class. Define Algorithm Parameters Use In this customizing activity, you define the parameters that can be applied to algorithms. SAP delivers standard parameters that can be assigned to an algorithm. If the standard parameters are not sufficient for your scenario, you can create new parameters following the below procedure. Procedure 1. Log on to the SAP Hybris Marketing system using the SAP GUI. 2. Access the activity using the following navigation options: Transaction code SPRO System IMG Menu SAP Hybris Marketing Recommendation Algorithm © SAP SE Public Page 10 of 13 SAP Best Practices Settings for Marketing Recommendation (CEN): Configuration Guide Definition Define Algorithm Parameters 3. On the Change View “Product Recommendation Algorithm Parameter”:Overview screen, choose New Entries. 4. On the New Entries: Details of Added Entries screen, maintain the following values: Field name Entry Value Parameter ID <Enter your own Z* Parameter ID> for example: ZMAXITEMLENGTH Alg. Param. Name <Enter your own name> for example: Maximum Rule Size Alg. Param. Desc <Enter your own description> for example: Maximum item set size for apriori algorithm Parameter Type Single Value with Equal Only Param. Value Type Integer Value Help Type No Value Help 5. Choose Save. Result A new parameter has been defined. Define Algorithms Use In this customizing activity, you define algorithms. The algorithms are assigned with an algorithm class and stored procedures for model generation, runtime, and cleanup. You can also assign the algorithms parameters that are defined in the chapter Define Algorithm Parameters. Procedure 1. Log on to the SAP Hybris Marketing system using the SAP GUI 2. Access the activity using the following navigation options: 3. 4. Transaction code SPRO System IMG Menu SAP Hybris Marketing Recommendation Algorithm Definition Define Algorithms On the Change View “Base Algorithms”: Overview screen, choose New Entries On the New Entries: Details of Added Entries screen, maintain the following values: Field name Entry Value Algorithm Type ID <Enter your own Z* Algorithm Type ID> for example: ZAPRIORILITE_TRX_ITEM Algorithm Type Desc. <Enter your own description> for example: Actioned together in Tx (AprioriLite) Class ID <Enter the class created in chapter 4.1> for example: ZABE_EXPL_PEER Model Gen. Procedure <Enter the required Product Recommendation Intelligence Stored Procedure> for example: "_SYS_BIC"."sap.hana- © SAP SE Public Page 11 of 13 SAP Best Practices Settings for Marketing Recommendation (CEN): Configuration Guide Field name Entry Value app.prodreco.algorithm.association.apriori.modelgen eration/PR_GENERATE_APRIORILITE_TRX_ITEM" Runtime Procedure <Enter the required Product Recommendation Intelligence Stored Procedure> for example: "_SYS_BIC"."sap.hanaapp.prodreco.algorithm.association.apriori.runtime/ PR_GET_APRIORI_RECOMMENDATION" Cleanup Procedure <Enter the required Product Recommendation Intelligence Stored Procedure> for example: "_SYS_BIC"."sap.hanaapp.prodreco.algorithm.association.apriori.cleanup/ PR_APRIORI_CLEANUP" 5. Choose Save 6. In the Dialog Structure on the left, double-click Base Algorithm Parameters Associations. 7. On the Change View “Base Algorithm Parameters Associations”: Overview screen, choose New Entries. 8. On the New Entries: Details of Added Entries screen, maintain the following values: Field name Entry Value Algorithm Type ID <Enter the above created algorithm> for example: ZAPRIORILITE_TRX_ITEM Parameter ID <Enter the relevant parameter> for example: ZMAXITEMLENGTH the parameter created under the chapter 4.2 Define Algorithm Parameter 9. 10. Choose Save Repeat the steps 7 and 8 to assign all the required parameters to algorithm type Result A new algorithm type has been created. Configure Algorithm Use In this customizing activity, you can configure algorithms by associating the algorithms maintained in Define Algorithms to the standard data sources delivered by SAP. You can configure a single defined algorithm several times by associating different data sources to it each time. Procedure 1. Log on to the SAP Hybris Marketing system using the SAP GUI. 2. Access the activity using the following navigation options: Transaction code SPRO System IMG Menu SAP Hybris Marketing Recommendation Configure Algorithms 3. On the Change View “Product Recommendation Algorithm”: Overview screen, choose New Entries. 4. On the New Entries: Details of Added Entries screen, maintain the following values: © SAP SE Public Page 12 of 13 SAP Best Practices Settings for Marketing Recommendation (CEN): Configuration Guide Field name Entry Value Algorithm ID <Enter your own Z* Algorithm ID> for example: ZCEI_IA_CT_CUST_APLITE_USER_ITEM Algorithm Name <Enter your own description> for example: Clicked through together by Consumer (1 leading item) Algorithm Desc. <Enter your own description> for example: Recommendations clicked through together by consumer using apriori lite Algorithm Type ID <Enter the Algorithm Type created in chapter 4.3> for example, ZAPRIORILITE_TRX_ITEM Trans. Data Source <Enter the required Data Source> for example: CEI_IA_CT_ERP_CUSTOMER (SAP standard data source) or your own data source if you have created one User Data Source <Enter the required Data Source> for example: ERP_KUNNR (SAP standard data source) or your own data source if you have created one Item Data Source <Enter the required Data Source> for example: ERP_MATNR (SAP standard data source) or your own data source if you have created one 5. Choose Save Result The required algorithm has been configured. © SAP SE Public Page 13 of 13