administrator guide · 1 the marketo server is hosted in the cloud and contains assets that need to...

for MarketoVersion 3.1.0

Administrator Guide

This documentation is proprietary and is protected by U.S. and international copyright laws and trade secret laws. Copyright © 2018Translations.com, Inc. ("Translations.com") All rights reserved. No part of this documentation may be reproduced, copied, adapted, modified,distributed, transferred, translated, disclosed, displayed or otherwise used by anyone in any form or by any means without the express writtenauthorization of Translations.com. Other names may be trademarks of their respective owners.Copyright © 2018 Translations.com, Inc. Confidential of 18

Table of ContentsAbout this Guide..................................................................................................................................................... 3

Conventions.......................................................................................................................................................3

Typographical............................................................................................................................................ 3

Icons.......................................................................................................................................................... 3

1 About GlobalLink................................................................................................................................................4

Globalization Management Suite...................................................................................................................... 4

GlobalLink Connect for Marketo....................................................................................................................... 4

2 Get Started.......................................................................................................................................................... 6

Log In................................................................................................................................................................ 6

User Interface Overview................................................................................................................................... 6

Translate Tab............................................................................................................................................ 6

Dashboard Tab......................................................................................................................................... 7

3 Configurations Tab.............................................................................................................................................9

Configure GlobalLink.......................................................................................................................................10

Configure Marketo...........................................................................................................................................10

Post Processing.............................................................................................................................................. 12

Configure Segment Mapping.......................................................................................................................... 13

Configure the Scheduler................................................................................................................................. 13

Configure Email...............................................................................................................................................15

Configure the Adaptor.....................................................................................................................................16

4 Create LaunchPoint Service............................................................................................................................17

Copyright © 2018 Translations.com, Inc. Confidential of 18

About this GuideThe images and topics contained in this guide are not representative of every GlobalLink® product installation.Each GlobalLink product installation is configured to meet the needs of the intended users, who may or may notrequire certain features and options. Therefore, the features and options covered in this guide may differ fromthose available on your GlobalLink product installation.

Conventions

TypographicalThe following table explains the typographical conventions used in this guide.

Bold User interface controls, commands, and keywords in body text.

italic Represents an input field where user input is expected.

<…> Generic parameters that must be replaced by specific code or text.

IconsThe following table explains the icon conventions used in this guide.

Note:This icon designates a note or helpful suggestion or reference relating to the surrounding text.

Best Practice:This icon designates a suggestion for best practice relating to the surrounding text.

Alert:This icon designates a warning or alert relating to the surrounding text. In this situation, the usershould exercise caution to avoid an undesirable result.


1. About GlobalLinkGlobalLink is the undisputed leader for integration in translation management with hundreds of clients seamlesslysubmitting and receiving global content from CMS, e-commerce, PIM, DAM and database systems.

Globalization Management SuiteThe GlobalLink Globalization Management Suite (GMS) is a modular set of translation technology products thatprovide enterprise solutions for organizations. It consists of the following server components:

• GlobalLink Project Director—An automated translation workflow system that leverages andcommunicates with the other GlobalLink products through a published Web services API

• GlobalLink TM Server—A robust, scalable server-based translation memory solution

• GlobalLink Term Manager—A web-based terminology management tool that allows any translationmanager to modify, review, search, or delete existing terms

• GlobalLink TransStudio Online—A web-based translation tool that offers translators instant access totranslation memories and terminology lists

• GlobalLink TransStudio Review—A web-based translation review tool with an intuitive user interface thatallows translated content to be reviewed quickly and effectively

• GlobalLink Translation & Review Portal—A web-based, collaborative application that streamlines thelinguistic review process

The integration with Marketo involves Web services communication between Marketo and GlobalLink ProjectDirector (PD).

GlobalLink Connect for MarketoGlobalLink Connect for Marketo is middleware that enables users to manage all aspects of their Marketo assettranslation process. The solution is deployed in the cloud on GlobalLink servers and connects to Marketo usingthe REST protocol. The block diagram below provides an overview of the process and content flow betweenMarketo and GlobalLink to fulfill a translation request.

1. About GlobalLink GlobalLink® Connect for Marketo


Key Explanation

1 The Marketo server is hosted in the cloud and contains assets that need to be translated.

2 GlobalLink Connect for Marketo is hosted on GlobalLink servers. It connects to the Marketo server usingthe REST API and displays a tree view of all supported Marketo assets. You can make a translationrequest for one or more assets. The requests are added to a Translation Queue on the adaptor with thestatus In Queue.

3 A Submit Agent (scheduled job) submits all queued items from the Translation Queue to GlobalLinkProject Director over a SOAP web services call. If multiple items were added to the queue as a batch inStep 2, they are grouped together as a single submission to Project Director. The status of the item in thetranslation queue is then set to Sent for Translation.

4 Project Director initiates a translation workflow (referred to as a Submission) for the received translationrequest. The content is routed through the various steps in the translation process such as TM leverage,analysis, translation, editing, and proofing until it is complete and available on the server for download.Using the GlobalLink Review Server, client reviewers and language specialists review and sign off on thetranslations before they are delivered back to Marketo.

5 A Retrieve Agent (scheduled job) polls the GlobalLink Project Director Server over a SOAP request, to getall the translated content.

6 The Retrieve agent creates a new asset for the target language in Marketo and copies the translations intothat asset using the Marketo REST API. The translated asset is created in a GlobalLink sub-folder, with a{LANGUAGE} suffix. The status of the item in the translation Queue is now set to Completed. This marksthe end of the translation process.


2. Get StartedThis section describes how to get started from logging in, to the basic functionality and user interface.

Log InTo log in to GlobalLink Connect for Marketo:

1. Go to the URL provided by your Translations.com representative.

2. On the login dialog, enter your Project Director user name and password.

User Interface OverviewThe user interface is made up of two tabs: Translate and Dashboard (default at login).

Translate TabOn the Translate tab, you can select content to be translated and create new submissions.

Content is accessed through an expandable tree in the left pane that you can traverse to the child foldercontaining the content of interest. In this example, the emails of the child folder are listed in the right pane.

2. Get Started GlobalLink® Connect for Marketo


Dashboard TabOn the Dashboard tab, you can view and manage submissions.

Submissions are organized in the three categories: Recently Added, Recently Completed, and Submissions inError on the Submission Tracker display.

The Dashboard tab is divided into five discrete sections:

2. Get Started GlobalLink® Connect for Marketo


1. GlobalLink Submissions—Lists submissions based on Submissions Progress Tracker state.2. Recently Added—Lists all submissions that were added a short time ago.3. Recently Completed—Lists all submissions that have recently been translated.4. Submissions in Error—Lsts any submissions that resulted in an error.5. Submissions Progress Tracker—Displays submissions by workflow status in real-time:

• In Queue

• In Progress• Completed

• Cancelled


3. Configurations TabThe Configurations tab is used to configure the adaptor. This section covers the following tasks.

• GlobalLink Configuration

• Marketo Configuration

• Post Processing

• Scheduler Configuration

• Mail Configuration

• Adaptor Configuration

3. Configurations Tab GlobalLink® Connect for Marketo


Configure GlobalLinkEnter the configuration for connecting to GlobalLink Project Director on this tab.

1. Click GlobalLink Configuration.

2. On the GlobalLink Configuration dialog, enter the configuration for the adaptor as described below.

Parameter Description

GlobalLink URL URL for the GlobalLink site.

GlobalLink UserName ID for the GlobalLink user.

GlobalLink Password Password for the GlobalLink user.

File Classifier Type of file to be sent to PD.

Default Project Short Code Project short code as it is displayed in PD.

Submission Prefix Prefix for the submission as defined by the user.

Max Documents Before New Submission Limit on the number of documents in a given submission.

3. Click Save and Test.

Configure MarketoConfigure the connection for Marketo on this tab.



To configure the connection:

1. Click the Configurations tab.

2. Click Marketo Configuration.

3. Enter the configuration for connecting to the adaptor site.

Field Action

Marketo Instance Enter your Marketo site URL and path.

Marketo Endpoint Enter your Marketo site base URL with the REST API path.

Marketo Client ID Enter the Marketo client login string.

Marketo Client Secret Key Enter the Marketo client login password.

Allow Draft Assets for Translation Select to enable inclusion of draft assets in submissions(default).

Allow Marketo Form for Translation Select to enable inclusion of draft forms in submissions.

Allow Marketo Snippets for Translation Select to enable inclusion of snippets in submission.

Submit Only HTML Content Select to limit submissions to HTML content, ignoring text.

Variable Config Type Select Name or Pattern as needed for the next field.

Name / Pattern Enter, for Name, variable names one per line or, for Pattern,the unique suffix from the template to filter translatable variablenames.




Post ProcessingUse this function to define a rule run on target content after the process is complete and before import into theCMS. You can create custom rules for different target locales.

To define a custom rule:


2. Click Add Post Processing Rule.

3. Enter the rule details and click Save.


GlobalLink Locale Select the target locale from the drop-down list.

Lookup In Select the content section where you want to perform the lookup.

Asset Type Select the asset type from the drop-down list of Marketo Assets to which thispost processing rule is applicable.

Lookup Type Select to search for text string or regular expression.

Replacement Type Select to Replace All, Prefix, or Suffix on match.

Lookup Enter the text you want to search for and process.

Replacement Enter the text you want to replace on a match.



Configure Segment MappingUse this function to define custom rules for mapping market segments.

To define a custom segment rule:

1. Click Segment Mapping.

2. Select the segment mapping rule parameters.


Segmentation Name Select the segmentation applied to the content section from the drop-down list.

Source Locale Select the source GlobalLink locale from the drop-down list.

Source Segment Name Select the source segment that you want to translate from the drop-down list.

Target Locale Select the target GlobalLink locale from the drop-down list.

Target Segment Name Select the segment for import from the drop-down list.

3. Click Save.

Configure the SchedulerThe scheduler controls when content is sent and received and must be configured to receive content. While notnecessary, the scheduler can be configured to send content.



Select a time interval in the scheduler to receive content.


2. Click Scheduler Configuration.

The Scheduler Configurations dialog is displayed.

3. Select a scheduler.

The Interval Menu is displayed.

4. Click the interval to be scheduled. For example, click Schedule Receive Interval.

The interval menu is displayed. Click the drop-down list to view all intervals.

5. Select an interval.

Custom intervals can be scheduled by clicking custom and entering a custom Quartz CRONexpression. Refer to cronmaker.com for assistance.

6. Click Save.

7. Repeat Step 5 through Step 6 to configure Polling and Send for Translation schedulers.

You can receive content manually by clicking Click here to Run now on any scheduler.

8. Click Save.



Configure EmailEmail is used to notify users and administrators of system events and other information. Configure email with theMail Configuration function.

To configure your email notifications:


2. Click Mail Configuration.

3. Enter the configuration information for the email server as explained below.

Property Description

SMTP Server Name of the email server.

Port Number Port on the email server.

User Name ID for the Marketo email user.

Password Password for the Marketo email user.

From Email Address Email address used to send emails.

Recipient Email Address Email addresses of users who receive emails. Enter multiple emailaddresses separated by commas.




Configure the AdaptorConfigure logging levels and other options on the Adaptor Configuration tab.

To configure your adaptor:

1. Click Adaptor Configuration, and enter the configuration for the adaptor.


Allow Duplicate Submissions Select if submissions can be copied and sent again to Project Director.

Logging Level Select the logging level for the adaptor:

Download Log File View and save the selected log file

Default Cache Time Enter the number of minutes for the default cache time.

Clear All Cache (Optional) Click to remove previous data stored in the adaptor.

2. Click Clear Submissions from Dashboard, to remove inactive submissions from the dashboard.

3. Click Change Translation Status, to change the translation status of submissions on dashboard.

4. Click Save.


4. Create LaunchPoint ServiceTo retrieve the Client Id and the Client Secret, create the custom service, LaunchPoint, in your Marketo account.

To create your LaunchPoint service:

1. Go to Admin > LaunchPoint.

2. Cllick New > New Service.

3. In the dialog box, enter a name and select an API Only user in the drop-down.

This user must be defined inr GlobalLink with the appropriate permissions for all assets. The displayis limited to API only users.

4. Click Create to save the custom service and exit the dialog box.

5. Go to View Details to retrieve the Client Id and Client Secret required for your GlobalLink – Marketointegration.

4. Create LaunchPoint Service GlobalLink® Connect for Marketo


6. To find the REST API, go to Admin > Web Services.

Within the REST API section, the REST API identification is the series of characters displayed in the EndPoint and Identity fields as shown below.

This concludes the steps in retrieving the REST API, Client Id and Client Secret for the GlobalLink – Marketointegration. Provide these three configuration parameters to your Translations.com representative to set up theconnection to Marketo in GlobalLink Connect.