netinsight admin guide
TRANSCRIPT
UnicaUnica NetInsightNetInsight
VersionVersion 8.2.18.2.1
AdministratorAdministrator''ss GuideGuide
PublicationPublication Date:Date: JanuaryJanuary 17,17, 20112011
CopyrightCopyright
© Copyright Unica 2010.
Unica, an IBM Company
Reservoir Place North
170 Tracer Lane
Waltham, MA 02451-1379
ExamplesExamples andand DataData
All software and related documentation is subject to restrictions on use and disclosure as set forth inthe Unica Software License and Services Agreement, with restricted rights for U.S. governmentusers and applicable export regulations.
Companies, names, and data used in examples herein are fictitious unless otherwise noted.
TrademarksTrademarks andand PatentsPatents
Unica, the Unica logo, NetInsight, Affinium and MarketingCentral are registered trademarks of Unica,an IBM Company ("Unica"), with the U.S. Patent and Trademark Office. MARKETING SUCCESSSTARTS WITH U is a trademark. All other trademarks are the property of their respective owners.
Portions of the software described in this document are covered by U.S. Patent Numbers: 6,317,752,6,269,325, 6,542,894, and 6,782,390.
The NetTracker and Unica NetInsight products are licensed under the following patents and patentpublications: US5,675,510, US6,115,680, US6,108,637, US5,796,952, US6,138,155, US6,653,696,US6,763,386, AU0701813, BR9609217, CA2223919, EP0843946, JP03317705, MX193614,NO09705728, AU735285, CA2246746, CN1174316, CN1547123, CN1547124, DK870234,DE69720186, ES2195170, AU727170, BR9808033, CA2284530, CN1251669, IL131871,JP2000514942, KR341110, NZ337756, WO9641495, EP0870234, EP1130526, EP1168196,US20040078292, WO9810349, US20050114511, US20040221033, WO9843380.
Markup functionality in Unica Marketing Operations is enabled through use of third-party softwarecomponents from AdLib™ eDocument Solutions and Adobe® Acrobat®. "Powered by AdLib™."
NOTICE: This document contains confidential and proprietary information of Unica. Use, duplication,or disclosure without the express written consent of Unica is prohibited.
TableTable ofof ContentsContents
PrefacePreface Contacting Unica technical support............................................................................................28
11 IntroductionIntroduction toto UnicaUnica NetInsightNetInsight ....................................................................................................................................................................3030About Unica NetInsight ....................................................................................................................... 30
About data collection methods............................................................................................................30
The stages of Web site tracking .........................................................................................................32
About Unica NetInsight reports...........................................................................................................32
About profiles ...................................................................................................................................... 35
22 ConnectingConnecting toto andand UsingUsing thethe NetInsightNetInsight InterfaceInterface ............................................................................................................3636About Unica NetInsight logons ...........................................................................................................36
To log on to NetInsight........................................................................................................................ 37
To connect to other Unica applications from Unica NetInsight...........................................................37
To change your user password in NetInsight .....................................................................................37
To change your user password in Unica Marketing Platform.............................................................38
Viewing profiles and reports ...............................................................................................................38
About the Unica NetInsight interface ..............................................................................................38
About the Profile Manager screen ..................................................................................................38
About the Profile screen.................................................................................................................. 40
To set the default profile ................................................................................................................. 45
About the geographic report interface ............................................................................................46
Using the NetInsight Homepage.........................................................................................................47
About using the Unica NetInsight Homepage.................................................................................47
To view a profile as an authenticated user .....................................................................................47
About using Unica NetInsight documentation as an authenticated user ........................................48
About the Unica NetInsight Homepage ..........................................................................................48
Version 8.2.1 3
To change your default view and reporting mode for a profile ......................................................49
33 CreatingCreating andand ConfiguringConfiguring ProfilesProfiles ..............................................................................................................................................................5050About profiles ...................................................................................................................................... 50
Configuring Database Connections ....................................................................................................50
About database connections...........................................................................................................51
To configure a database connection...............................................................................................51
Example database connection XML ...............................................................................................51
Updating data in a profile.................................................................................................................... 52
About deleting profile data ..............................................................................................................53
To delete profile's data....................................................................................................................53
To update a profile's data ...............................................................................................................54
To create a profile............................................................................................................................... 54
To create a profile to analyze logs from clustered servers.............................................................55
To create a profile from a copy.......................................................................................................56
To edit a profile's options ................................................................................................................56
To delete a profile ........................................................................................................................... 57
About general profile options ..........................................................................................................57
To set general profile options......................................................................................................58
About locale options........................................................................................................................ 59
About character sets ................................................................................................................... 60
To change locale options ............................................................................................................61
About page tags.............................................................................................................................. 62
To enable page tags ................................................................................................................... 64
Restricting access to profiles ..............................................................................................................64
Restricting access to profiles ..........................................................................................................64
To restrict access to profile functions by password ........................................................................67
Filtering profiles................................................................................................................................... 67
About filtering profiles ..................................................................................................................... 68
To filter profiles ............................................................................................................................... 68
About profile filter options ...............................................................................................................69
44 ImportingImporting LogLog FilesFiles............................................................................................................................................................................................................7070To add log files to a profile .................................................................................................................70
To add clustered log files to a profile..................................................................................................71
Manually specifying a log file format...................................................................................................73
4 Unica NetInsight - Administrator's Guide
To define a custom log file format...................................................................................................73
About fields in custom log format definitions ..................................................................................73
About dates in custom log format definitions ..................................................................................76
About tab-delimited fields in custom log format definitions.............................................................78
About log files on FTP servers ...........................................................................................................78
To specify the date format of your log files.........................................................................................79
To process only data for the configured site.......................................................................................79
To select a time zone for a new profile...............................................................................................79
To stop conversion of dates and times in W3C log files ....................................................................80
55 WorkingWorking withwith PagePage TagsTags ..........................................................................................................................................................................................8282What is page tagging? ........................................................................................................................ 82
Introduction to page tagging ...............................................................................................................82
When to use page tagging..............................................................................................................83
How page tagging works.................................................................................................................83
Basic page tagging data, dimensions, and metrics ........................................................................83
About the page tag image query string...........................................................................................85
Page tagging options settings in Unica NetInsight ........................................................................85
Planning your tags .......................................................................................................................... 86
Setting up basic page tagging ............................................................................................................86
Basic page tagging deployment checklist .......................................................................................87
About the page tags package .........................................................................................................87
To deploy the page tag image ........................................................................................................87
To edit and deploy the page tag script ...........................................................................................88
To tag your site pages .................................................................................................................... 88
Verifying that the page tags are working ........................................................................................89
To enable page tags ....................................................................................................................... 89
What to do when JavaScript is disabled.........................................................................................90
Using page tagging with secure pages...........................................................................................90
To normalize query string parameter values ..................................................................................91
Adding dimensions to tags..................................................................................................................91
About adding dimensions to tags....................................................................................................91
Default dimensions ......................................................................................................................... 92
Standard dimensions Unica NetInsight recognizes automatically ..................................................92
Example: site dimension .............................................................................................................94
Version 8.2.1 5
About using custom dimensions .....................................................................................................95
Constructing the dimension name-value pair..............................................................................95
Passing multiple values...............................................................................................................95
Planning your custom dimensions ..............................................................................................96
Adding a dimension to a tag ...........................................................................................................96
Including cookie data in page tag requests ........................................................................................98
About including cookie data in page tag requests ..........................................................................98
About visitor identification cookies ..................................................................................................98
To capture data from additional cookies.........................................................................................98
Tagging events ................................................................................................................................... 99
What is an event? ........................................................................................................................... 99
About event tagging ...................................................................................................................... 100
Tracking an event as a page view ................................................................................................100
Ensuring link and submit page tag requests are submitted before the page unloads..................101
To tag JavaScript or AJAX events ................................................................................................102
To tag events in Flash 8 or greater...............................................................................................102
Flash page tagging examples.......................................................................................................103
Marking link tags as links to an external site ................................................................................105
Sending visit-level data when an event occurs.............................................................................105
Tagging retail activity ........................................................................................................................ 105
About retail activity........................................................................................................................ 105
Tagging product views .................................................................................................................. 106
Tagging additions to a shopping cart............................................................................................107
Tagging removals from a shopping cart .......................................................................................108
Tagging the checkout process......................................................................................................108
Retail page tag parameters summary...........................................................................................109
Retail metrics ................................................................................................................................ 109
Differences between Product Revenue and Revenue..............................................................111
Tagging applications and widgets.....................................................................................................111
About tagging applications and widgets .......................................................................................111
Anatomy of a direct tag.................................................................................................................112
Best practices for direct tags ........................................................................................................112
About the lc parameter..................................................................................................................112
When NOT to pass the lc parameter ............................................................................................113
6 Unica NetInsight - Administrator's Guide
Where to place your direct tags ....................................................................................................113
Minimizing the number of tags......................................................................................................113
Reference ......................................................................................................................................... 114
Introduction ................................................................................................................................... 114
Required variables ........................................................................................................................ 114
About required variables ...........................................................................................................114
NTPT_IMGSRC.........................................................................................................................114
NTPT_SET_SESSION_COOKIE...............................................................................................115
NTPT_FIELDS .......................................................................................................................... 115
NTPT_MAXTAGWAIT...............................................................................................................116
Optional global variables...............................................................................................................116
About optional global variables .................................................................................................117
NTPT_HTTPSIMGSRC............................................................................................................. 117
NTPT_GLBLEXTRA..................................................................................................................117
NTPT_GLBLREFTOP ...............................................................................................................117
NTPT_GLBLCOOKIES .............................................................................................................118
NTPT_SET_IDCOOKIE.............................................................................................................118
NTPT_IDCOOKIE_NAME .........................................................................................................118
NTPT_IDCOOKIE_EXPIRE ......................................................................................................118
NTPT_IDCOOKIE_DOMAIN ....................................................................................................119
NTPT_SESSION_COOKIE_NAME ...........................................................................................119
NTPT_SET_SESSION_COOKIE...............................................................................................120
Page-specific variables .................................................................................................................120
About page-specific variables ...................................................................................................120
Where to put page-specific variables........................................................................................120
NTPT_PGEXTRA......................................................................................................................120
NTPT_PGREFTOP ................................................................................................................... 121
NTPT_NOINITIALTAG ..............................................................................................................121
NTPT_PGCOOKIES .................................................................................................................121
Event tagging functions................................................................................................................. 122
ntptAddPair ............................................................................................................................... 122
ntptDropPair .............................................................................................................................. 122
ntptEventTag............................................................................................................................. 123
ntptLinkTag ............................................................................................................................... 123
Version 8.2.1 7
ntptSubmitTag........................................................................................................................... 124
66 ConfiguringConfiguring ReportingReporting OptionsOptions....................................................................................................................................................................125125About reporting options.....................................................................................................................125
Specifying auto-updated reports .......................................................................................................125
About auto-updating...................................................................................................................... 126
To specify which reports auto-update...........................................................................................126
Creating custom metrics ................................................................................................................... 127
About custom metrics ................................................................................................................... 127
To create a custom filtered metric ................................................................................................127
To create a multiple input custom metric ......................................................................................129
To edit a custom filtered metric.....................................................................................................130
To edit a multiple input custom metric ..........................................................................................132
To delete a custom metric ............................................................................................................134
Extending the data model ................................................................................................................. 134
About the data model.................................................................................................................... 134
About extending the data model ...................................................................................................134
To add a data model extension package......................................................................................135
About deleting or editing data model extension packages ...........................................................135
Creating filter groups ........................................................................................................................ 135
About filter groups......................................................................................................................... 135
To create a filter group.................................................................................................................. 136
To edit a filter group......................................................................................................................137
To edit filters for a filter group.......................................................................................................137
To delete a filter group..................................................................................................................139
Accessing geographic data...............................................................................................................139
About the NetInsight geographic database...................................................................................139
To configure a profile to use the geographic database ................................................................139
Configuring integration models .........................................................................................................140
About integrations ......................................................................................................................... 140
To configure a profile to use an integration module .....................................................................140
To edit an integration module .......................................................................................................141
To delete an integration module ...................................................................................................141
Paid search integration fields........................................................................................................141
Privileges for integrations..............................................................................................................142
8 Unica NetInsight - Administrator's Guide
Specifying the date range of pre-generated reports .........................................................................142
About report generation options....................................................................................................142
About aggregate data ................................................................................................................... 143
To edit dates for which reports are pre-calculated .......................................................................143
To edit dates for which aggregate data is generated ...................................................................144
Specifying reportability of dimensions ..............................................................................................144
About reportable dimensions ........................................................................................................144
To change reportable dimensions.................................................................................................144
Specifying the sample size ...............................................................................................................145
About data samples ......................................................................................................................145
To specify the sample size ...........................................................................................................146
Permissions for sampling features................................................................................................147
77 CreatingCreating ReportsReports ..............................................................................................................................................................................................................148148About creating reports ......................................................................................................................148
To create a standard report ..............................................................................................................149
Creating a crosstab report ................................................................................................................ 150
About crosstab reports..................................................................................................................150
To create a crosstab report...........................................................................................................151
To create a trend report .................................................................................................................... 152
Creating a custom dashboard...........................................................................................................153
About dashboards......................................................................................................................... 153
To create a dashboard..................................................................................................................154
To create a graph dashboard section ...........................................................................................155
To create a text dashboard section ..............................................................................................155
To create a table dashboard section ............................................................................................157
Creating a path summary .................................................................................................................157
To create a Path Summary between two specific pages..............................................................158
To create a Path Summary from a specific page .........................................................................159
To create a Path Summary to a specific page..............................................................................161
Creating a scenario report ................................................................................................................ 162
To create a scenario report...........................................................................................................162
About scenario reports..................................................................................................................164
Specifying a time frame .................................................................................................................... 166
About time frames......................................................................................................................... 166
Version 8.2.1 9
To specify a fixed time frame using the calendar .........................................................................166
To specify a relative or fixed time frame using a date filter ..........................................................167
Specifying dimensions ......................................................................................................................168
About dimensions .........................................................................................................................168
To specify dimensions for a report in the Custom Report Wizard ................................................168
Specifying metrics............................................................................................................................. 169
About metrics ................................................................................................................................ 169
To specify metrics for a report in the Custom Report Wizard.......................................................169
To add a metric through the Discovery Panel ..............................................................................170
Creating an A/B report ......................................................................................................................171
About A/B reports.......................................................................................................................... 171
To create an A/B report through the Discovery Panel ..................................................................173
To create an A/B report using the Custom Report Wizard ...........................................................174
Creating a comparative report ..........................................................................................................175
About comparative reports............................................................................................................175
To create a comparative report.....................................................................................................176
To save a customized report ............................................................................................................176
Changing the content of a report ......................................................................................................177
To edit a report using the Report Summary page ........................................................................178
To display axis labels for dashboard reports ................................................................................178
88 Archiving,Archiving, Emailing,Emailing, andand ExportingExporting ReportsReports............................................................................................................................179179About archiving reports ..................................................................................................................... 179
To archive a report............................................................................................................................ 179
To view archived reports................................................................................................................... 180
To remove archived reports..............................................................................................................180
Emailing reports ................................................................................................................................ 181
About emailing reports .................................................................................................................. 181
To email a report........................................................................................................................... 181
To create an email task ................................................................................................................182
To create an email task.............................................................................................................182
To add or edit reports for an email task....................................................................................183
To add or edit recipients for an email task................................................................................184
To test an email task.................................................................................................................185
To edit an email task.................................................................................................................185
10 Unica NetInsight - Administrator's Guide
To delete an email task.............................................................................................................186
To execute an email task..............................................................................................................186
To execute an email task ..........................................................................................................186
To execute an email task from the command line ....................................................................186
To execute all email tasks from the command line...................................................................187
To create an email alert ................................................................................................................188
To create an email alert ............................................................................................................188
To modify filters for an email alert.............................................................................................189
To test an email alert ................................................................................................................ 190
To edit an email alert ................................................................................................................ 190
To delete an email alert ............................................................................................................190
To execute an email alert .............................................................................................................191
To execute an email alert..........................................................................................................191
To execute an email alert from the command line....................................................................191
To execute all email alerts from the command line ..................................................................191
About scheduling email tasks and email alerts.............................................................................192
To export a report as a file................................................................................................................ 193
Working with portlets......................................................................................................................... 194
About portlets................................................................................................................................ 194
To export a report as a portlet ......................................................................................................195
Working with group selections ..........................................................................................................196
About group selections ................................................................................................................. 196
To open or close the Selected Groups panel ...............................................................................197
To add groups to a group selection ..............................................................................................198
To modify a group selection..........................................................................................................198
To save a group selection............................................................................................................. 199
To use a group selection in Unica Campaign...............................................................................200
99 AnalyzingAnalyzing ContentContent ..........................................................................................................................................................................................................202202About analyzing content ................................................................................................................... 202
Analyzing banner ads ....................................................................................................................... 202
About analyzing banner ads .........................................................................................................203
About moving ntadtrack.cgi or ntadtrack.exe to a CGI-accessible directory ................................203
To redirect all banner ads .............................................................................................................203
To configure banner ad options ....................................................................................................204
Version 8.2.1 11
Analyzing content groups .................................................................................................................205
About analyzing content groups....................................................................................................205
To create a content group............................................................................................................. 206
About determining the content group for files that fit multiple groups ..........................................206
Analyzing indexes ............................................................................................................................. 206
About specifying directory indexes ...............................................................................................207
To add a directory index ...............................................................................................................207
Analyzing links .................................................................................................................................. 208
About analyzing links .................................................................................................................... 208
About analyzing links using a redirect program............................................................................208
About moving ntlinktrack to a CGI-accessible directory ...............................................................208
To redirect all external links ..........................................................................................................209
About analyzing links using page tags..........................................................................................209
About enabling the link summary..................................................................................................210
To configure link options ...............................................................................................................210
Analyzing keywords .......................................................................................................................... 211
About analyzing local keywords....................................................................................................211
To configure local keyword options ..............................................................................................211
To include specific redirection scripts in the reports.........................................................................212
1010 AnalyzingAnalyzing DynamicDynamic ContentContent ........................................................................................................................................................................213213About data conduits .......................................................................................................................... 213
To configure Unica NetInsight to use a data conduit........................................................................215
Adding dynamic pages .....................................................................................................................216
About dynamic pages ................................................................................................................... 216
To add dynamic pages..................................................................................................................216
To delete a dynamic page ............................................................................................................217
To edit a dynamic page filter.........................................................................................................217
Analyzing events............................................................................................................................... 217
About events ................................................................................................................................. 217
Configuring Unica NetInsight to track events................................................................................218
To define an event title .................................................................................................................218
To edit an event title .....................................................................................................................218
To delete an event title .................................................................................................................218
Analyzing parameters ....................................................................................................................... 219
12 Unica NetInsight - Administrator's Guide
About parameters .........................................................................................................................219
About parameter types..................................................................................................................220
To define a parameter................................................................................................................... 223
To delete a parameter................................................................................................................... 225
To edit a parameter....................................................................................................................... 226
Replacing or deleting characters in URLs ........................................................................................226
About replacing or deleting characters in URLs ...........................................................................226
To replace or delete characters in the URLs in your reports........................................................229
To delete a search and replace rule .............................................................................................230
To edit a search and replace rule .................................................................................................230
Examples ...................................................................................................................................... 231
1111 AnalyzingAnalyzing MarketingMarketing EffortsEfforts ........................................................................................................................................................................234234About analyzing marketing efforts ....................................................................................................234
Analyzing campaigns ........................................................................................................................ 234
About campaigns .......................................................................................................................... 235
About dynamic and static campaigns ...........................................................................................236
About dynamic and static campaigns .......................................................................................236
About campaign channels.............................................................................................................238
About campaign segments ...........................................................................................................239
About entry pages for campaign segments ..................................................................................240
To create a campaign in NetInsight ..............................................................................................241
To specify campaign channels......................................................................................................242
To specify campaign segments ....................................................................................................242
To specify entry pages..................................................................................................................243
Configuring paid search campaigns..............................................................................................244
About paid search data .............................................................................................................244
To analyze paid search data without the integration module ...................................................244
Creating paid search campaigns to analyze in Unica NetInsight .............................................244
Creating a paid search campaign in Unica NetInsight .............................................................246
Analyzing keywords .......................................................................................................................... 246
About analyzing keywords ............................................................................................................247
About character sets and keywords..............................................................................................247
To create a keywords parsing rule................................................................................................247
To specify keyword parameters for a keyword rule ......................................................................248
Version 8.2.1 13
To specify referrers for a rule........................................................................................................249
To specify an excluded URL for a keyword rule ...........................................................................249
To specify a character set parameter for the keyword rule ..........................................................250
Keyword parsing example............................................................................................................. 251
Analyzing referrers............................................................................................................................ 251
About analyzing referrers..............................................................................................................251
To create a referrer group.............................................................................................................252
To add referrers to a referrer group..............................................................................................252
Determining the group for referrers that fit multiple groups ..........................................................253
Analyzing visits from indexing agents...............................................................................................253
About analyzing visits from indexing agents.................................................................................253
To classify a host, user agent, or referrer as a robot or spider ....................................................253
To add visitors to a robot/spider group .........................................................................................254
Determining the group for visitors that fit multiple groups ............................................................254
Analyzing visit cost ........................................................................................................................... 254
About visit cost.............................................................................................................................. 255
About collecting visit cost data......................................................................................................255
About including visit cost data in Unica NetInsight reports...........................................................255
1212 AnalyzingAnalyzing PagePage TitlesTitles............................................................................................................................................................................................256256About analyzing page titles...............................................................................................................256
Resolving page titles.........................................................................................................................256
About resolving page titles............................................................................................................257
To resolve page titles....................................................................................................................257
To resolve page titles through a proxy server ..............................................................................258
To edit page title mappings...............................................................................................................258
To limit the pages whose titles Unica NetInsight should resolve......................................................259
To add pages whose titles Unica NetInsight should not resolve ......................................................259
Security realms ................................................................................................................................. 260
About adding security realms........................................................................................................260
To create a security realm ............................................................................................................261
About determining the security realm for pages that fit multiple realms.......................................261
1313 AnalyzingAnalyzing RetailRetail ActivityActivity ....................................................................................................................................................................................262262About retail activity............................................................................................................................ 262
How Unica NetInsight gathers retail data .........................................................................................262
14 Unica NetInsight - Administrator's Guide
What retail data Unica NetInsight can gather ...................................................................................262
Retail reports..................................................................................................................................... 263
About retail reports........................................................................................................................ 263
About enabling retail reports .........................................................................................................263
1414 AnalyzingAnalyzing VisitorsVisitors oror UsersUsers ..........................................................................................................................................................................264264About analyzing visitors ................................................................................................................... 264
Analyzing visitors or users by browser .............................................................................................264
About analyzing visitors by browser .............................................................................................265
To create a browser ...................................................................................................................... 265
To add user agents to a browser..................................................................................................265
About determining the browser for user agents that fit multiple browsers....................................266
Analyzing visitors or users by department........................................................................................266
About analyzing visitors by department ........................................................................................266
To create a department.................................................................................................................267
To add hosts and users to a department......................................................................................267
About determining the department for hosts and users that fit multiple departments ..................268
Analyzing visitors by host .................................................................................................................268
About analyzing visitors by host ...................................................................................................268
To create a host group.................................................................................................................. 268
To add hosts to a host group........................................................................................................269
About determining the host group for hosts that fit multiple groups .............................................270
Analyzing visitors or users by platform .............................................................................................270
About analyzing visitors by platform .............................................................................................270
To create a platform......................................................................................................................270
To add user agents to a platform..................................................................................................271
About determining the platform for user agents that fit multiple platforms ...................................271
To change the number of minutes between visits ...........................................................................272
To specify an opt-out cookie value ...................................................................................................272
To use the sessionization parameter value for visitor identification .................................................273
To change how Unica NetInsight sessionizes traffic ........................................................................274
About using visitor identification cookies ..........................................................................................275
Analyzing visitor profiles ................................................................................................................... 276
About analyzing visitor profiles .....................................................................................................276
To create a visitor profile ..............................................................................................................276
Version 8.2.1 15
About changing the order of visitor profiles ..................................................................................277
1515 NetInsightNetInsight SystemSystem AdministrationAdministration ......................................................................................................................................................278278About database sessions..................................................................................................................278
Administering the Inbox .................................................................................................................... 279
About NetInsight options................................................................................................................... 279
About database sessions..............................................................................................................279
About custom log file formats .......................................................................................................280
About environment variables ........................................................................................................280
About Unica NetInsight email options...........................................................................................280
About locale options...................................................................................................................... 280
About Unica options......................................................................................................................281
About DNS options ....................................................................................................................... 281
About proxy servers ...................................................................................................................... 282
About authentication options.........................................................................................................282
About Unica Marketing Platform authentication............................................................................282
About restricting access to the Profile Manager ...........................................................................283
About roles.................................................................................................................................... 283
About user managers.................................................................................................................... 284
About user configuration ...............................................................................................................284
Configuring main options ..................................................................................................................284
To specify database sessions.......................................................................................................285
To define a custom log file format.................................................................................................285
To add an environment variable ...................................................................................................285
To edit an environment variable ...................................................................................................286
To delete an environment variable ...............................................................................................286
To change the time format............................................................................................................287
To change the date format............................................................................................................287
To change the character set .........................................................................................................288
To change the language used ......................................................................................................288
Inbox options................................................................................................................................. 288
Configuring network options ............................................................................................................. 289
To modify Unica options ...............................................................................................................289
To specify DNS options ................................................................................................................ 289
To modify Unica NetInsight email options ....................................................................................290
16 Unica NetInsight - Administrator's Guide
Configuring security .......................................................................................................................... 291
To specify the internal database as the authentication method ...................................................291
To specify the Unica Marketing Platform as the authentication method ......................................292
To specify LDAP as the authentication method............................................................................292
To specify the Web Server as the authentication method ............................................................293
Configuring roles and users..............................................................................................................294
To create a role............................................................................................................................. 294
To copy a role ............................................................................................................................... 295
To assign or edit privileges for a role............................................................................................295
To edit a role ................................................................................................................................. 296
To delete a role............................................................................................................................. 296
To create a user manager ............................................................................................................297
To create a user............................................................................................................................ 297
To modify a user ........................................................................................................................... 298
To specify a user's profile settings................................................................................................299
To delete a user ............................................................................................................................ 300
About customizing the NetInsight interface ......................................................................................300
About profile views........................................................................................................................ 300
About dimension lists .................................................................................................................... 301
About filter lists.............................................................................................................................. 301
About metric lists........................................................................................................................... 301
About the profile default role, view, and reporting mode ..............................................................302
About role default view settings ....................................................................................................302
Working with views ........................................................................................................................... 302
To create a profile view.................................................................................................................302
To edit a profile view..................................................................................................................... 303
To copy a profile view ................................................................................................................... 304
To delete a profile view.................................................................................................................304
To change to another profile view.................................................................................................304
About accessing a profile view through a URL.............................................................................305
Working with roles and views ...........................................................................................................305
To set the default role, view, and reporting mode for a profile ....................................................305
To set a new role default view ......................................................................................................306
To edit a role default view setting .................................................................................................306
Version 8.2.1 17
To delete a role default view setting .............................................................................................307
Working with report lists.................................................................................................................... 307
To create a report list.................................................................................................................... 307
To edit a report list ........................................................................................................................ 308
To copy a report list ...................................................................................................................... 308
To manage folders for a report list................................................................................................309
To delete a report list ....................................................................................................................310
Working with dimension lists.............................................................................................................310
To create a dimension list.............................................................................................................310
To edit a dimension list .................................................................................................................311
To copy a dimension list ...............................................................................................................311
To manage groups for a dimension list.........................................................................................312
To delete a dimension list .............................................................................................................312
Working with filter lists ...................................................................................................................... 313
To create a filter list ......................................................................................................................313
To edit a filter list........................................................................................................................... 313
To copy a filter list......................................................................................................................... 314
To manage groups for a filter list ..................................................................................................314
To delete a filter list....................................................................................................................... 315
Working with metric lists ................................................................................................................... 315
To create a metric list ................................................................................................................... 316
To edit a metric list........................................................................................................................ 316
To copy a metric list...................................................................................................................... 316
To manage groups for a metric list ...............................................................................................317
To delete a metric list....................................................................................................................318
About default profile options .............................................................................................................318
Data and license administration........................................................................................................318
To set profile defaults.................................................................................................................... 318
To upgrade your license ...............................................................................................................319
To back up and restore Unica NetInsight data .............................................................................319
To move Unica NetInsight to another computer ...........................................................................320
To move Unica NetInsight to another computer without reimporting log file data ........................320
Troubleshooting NetInsight ...............................................................................................................321
About Unica NetInsight system logs .............................................................................................321
18 Unica NetInsight - Administrator's Guide
To configure Unica NetInsight system logs ..................................................................................322
About the Unica NetInsight process log........................................................................................323
1616 WorkingWorking withwith DataData ConduitsConduits........................................................................................................................................................................325325About the NetInsight data conduit.....................................................................................................325
About deploying a data conduit ........................................................................................................326
About lookups versus rewrites..........................................................................................................326
To install the data conduit on Windows ............................................................................................327
To install the data conduit on UNIX ..................................................................................................327
To set environment variables............................................................................................................327
About the data conduit configuration file ..........................................................................................328
Using the APITest utility....................................................................................................................329
To use the APITest utility..............................................................................................................329
APITest command-line examples .................................................................................................331
Using the data conduit ...................................................................................................................... 332
To configure NetInsight to use a data conduit for rewrites and lookups.......................................333
To configure Unica NetInsight to use a data conduit for user authentication...............................333
To configure NetInsight to use a data conduit for user information..............................................334
Example: How to configure a parameter lookup...........................................................................334
To regenerate summaries for a profile..........................................................................................338
Example: How to configure a cookie lookup.................................................................................339
Data conduit directives ..................................................................................................................... 341
About data conduit directives........................................................................................................341
Database and directory server connection string directives .........................................................341
About the clip, cookie, host, user, and visitor lookup directives ...................................................344
About parameter lookup directives ...............................................................................................346
About department lookup directives..............................................................................................347
About page title lookup directives .................................................................................................348
About product directives ...............................................................................................................349
About rewrite directives................................................................................................................. 350
User information directive .............................................................................................................351
User authentication directives.......................................................................................................352
Debug directive ............................................................................................................................. 353
Unloadme directive ....................................................................................................................... 353
1717 WorkingWorking withwith User-DefinedUser-Defined ProcessesProcesses........................................................................................................................................354354
Version 8.2.1 19
About user-defined processes ..........................................................................................................354
How Unica NetInsight runs user-defined processes.........................................................................355
To configure Unica NetInsight to run a user-defined process ..........................................................355
About the <userdefinedprocesses> and <process> elements .........................................................356
Creating generic processes for multiple profiles...............................................................................357
User-defined process examples .......................................................................................................357
User-defined processes and database permissions.........................................................................359
1818 UsingUsing RegularRegular ExpressionsExpressions withwith NetInsightNetInsight ........................................................................................................................360360About regular expressions ...............................................................................................................360
Basics of regular expressions...........................................................................................................361
Metacharacters ................................................................................................................................. 361
Metacharacter examples................................................................................................................... 362
Special characters ............................................................................................................................ 363
Special character examples..............................................................................................................364
Combining metacharacters ...............................................................................................................364
Using regular expressions ...............................................................................................................365
1919 NetInsightNetInsight Command-LineCommand-Line OptionsOptions ..................................................................................................................................................367367About command-line options ............................................................................................................367
About regular expressions with command-line options ....................................................................368
Profile command-line options............................................................................................................368
-abort............................................................................................................................................. 369
-addreport filename [-title newtitle] [-rptlist listname] [-rptfolder foldername]................................370
-alert .............................................................................................................................................. 370
-alerttask alertname ...................................................................................................................... 370
-archive YYYYMM.........................................................................................................................371
-archive YYYYMM,YYYYMM ........................................................................................................371
-checkdb........................................................................................................................................ 371
-clear ............................................................................................................................................. 372
-compactdb filename.....................................................................................................................372
-email ............................................................................................................................................ 373
-emailtask taskname .....................................................................................................................373
-expiretitles.................................................................................................................................... 373
-forget log_filename ......................................................................................................................374
-import .......................................................................................................................................... 374
20 Unica NetInsight - Administrator's Guide
-module ......................................................................................................................................... 375
-quiet ............................................................................................................................................. 376
-reaggregate.................................................................................................................................. 376
-reanalyze ..................................................................................................................................... 377
-recalc ........................................................................................................................................... 377
-recipients list ................................................................................................................................ 378
-regen............................................................................................................................................ 379
-reindex ......................................................................................................................................... 379
-reindex-missing............................................................................................................................ 379
-remove YYYYMM or YYYYMMDD ..............................................................................................379
-remove YYYYMM,YYYYMM........................................................................................................380
-reports.......................................................................................................................................... 380
-reprofile ........................................................................................................................................ 381
-resample ..................................................................................................................................... 381
-reseed seed_number ................................................................................................................... 381
-resolvetitles .................................................................................................................................. 382
-samplecalc entity number ............................................................................................................382
-update .......................................................................................................................................... 382
Administrative command-line options ...............................................................................................383
-add............................................................................................................................................... 383
-addlang pathname_for_language_pack .......................................................................................385
-adduser user_name [-email emailaddress] [-fullname fullname] [-password password] [-role role][-reportingmode reportingmode] ...................................................................................................386
-assignuser user_name short_profile_name {[-role role_name] | [-view view_name]} ..................387
-changeuser user_name [-email emailaddress] [-fullname fullname] [-password password] [-rolerole] [-reportingmode reportingmode] ...........................................................................................388
-clear ............................................................................................................................................. 389
-dbpasswd..................................................................................................................................... 389
-delete short_profile_name............................................................................................................390
-deleteuser user_name ................................................................................................................. 390
-dir dir ............................................................................................................................................ 390
-list or -list %regex ........................................................................................................................ 391
-listroles......................................................................................................................................... 391
-listusers short_profile_name [-explicit] .........................................................................................391
-quiet ............................................................................................................................................. 392
Version 8.2.1 21
-roleinfo role_name ....................................................................................................................... 392
-userinfo user_name [-explicit] ......................................................................................................392
2020 NetInsightNetInsight ConfigurationConfiguration FilesFiles ..................................................................................................................................................................393393About Unica NetInsight configuration files ........................................................................................393
NetTracker.cfg: NetInsight Program Configuration File ....................................................................393
About the Unica NetInsight configuration file................................................................................395
activationkey ................................................................................................................................. 396
adminbutton .................................................................................................................................. 396
adminemail.................................................................................................................................... 396
authentication................................................................................................................................ 396
backgrounddrilldowns ................................................................................................................... 397
cachesize ...................................................................................................................................... 397
cgidir.............................................................................................................................................. 397
cgiextension .................................................................................................................................. 398
cgiurl.............................................................................................................................................. 398
checkpointmegs ............................................................................................................................ 398
database ....................................................................................................................................... 398
datastoredir ................................................................................................................................... 399
dbconnect...................................................................................................................................... 399
dbpassword................................................................................................................................... 400
dbsessionoptions .......................................................................................................................... 400
dnsserver ...................................................................................................................................... 400
disablehtmlwithlinks ......................................................................................................................401
email.............................................................................................................................................. 401
envvars.......................................................................................................................................... 402
helpurl ........................................................................................................................................... 402
homepagebutton ........................................................................................................................... 402
htmldir ........................................................................................................................................... 403
htmlurl ........................................................................................................................................... 403
httpproxy ....................................................................................................................................... 403
indextablespace ............................................................................................................................ 403
license........................................................................................................................................... 404
locale............................................................................................................................................. 404
logbrowsing................................................................................................................................... 405
22 Unica NetInsight - Administrator's Guide
logformats ..................................................................................................................................... 405
loginexpiration............................................................................................................................... 405
mailfrom ........................................................................................................................................ 406
mailserver...................................................................................................................................... 406
maxcache...................................................................................................................................... 406
maxcompletedperuser................................................................................................................... 407
maxdnsrequests............................................................................................................................ 407
maxqueuedlines ............................................................................................................................ 408
maxrunningglobal.......................................................................................................................... 408
maxrunningperuser ....................................................................................................................... 408
method .......................................................................................................................................... 409
network.......................................................................................................................................... 409
pagesize........................................................................................................................................ 409
passiveftp ...................................................................................................................................... 410
pathsep ......................................................................................................................................... 410
platform ......................................................................................................................................... 410
plugin............................................................................................................................................. 411
processlog element....................................................................................................................... 411
progdir ........................................................................................................................................... 411
reportinbox .................................................................................................................................... 411
reportlimits..................................................................................................................................... 412
reportsduringimport ....................................................................................................................... 412
reportsduringupdate...................................................................................................................... 413
restrictprofilemanager ................................................................................................................... 413
resultsetretention........................................................................................................................... 413
runreportscheduler ........................................................................................................................ 414
secure ........................................................................................................................................... 414
serialnumber ................................................................................................................................. 414
source ........................................................................................................................................... 415
syncmode...................................................................................................................................... 415
tempstore ...................................................................................................................................... 415
tempstoredir .................................................................................................................................. 416
titleresolutiontimeout .....................................................................................................................416
Web.cfg : Global Profile Configuration File ......................................................................................416
Version 8.2.1 23
About the global profile configuration file......................................................................................419
aggdeffile....................................................................................................................................... 419
aggsrequired ................................................................................................................................. 420
bannerads ..................................................................................................................................... 420
browsers........................................................................................................................................ 420
campaigns..................................................................................................................................... 421
casesensitivepages....................................................................................................................... 422
casesensitiveusernames...............................................................................................................422
connection..................................................................................................................................... 422
contentgroups ............................................................................................................................... 423
converttimes.................................................................................................................................. 423
cookielookup ................................................................................................................................. 424
custommetrics ............................................................................................................................... 424
dashboardsize............................................................................................................................... 426
daterange...................................................................................................................................... 426
defaults.......................................................................................................................................... 426
departments .................................................................................................................................. 427
dimensionlists................................................................................................................................ 428
dimensionsfile ............................................................................................................................... 429
dirindexes...................................................................................................................................... 429
dmpackages.................................................................................................................................. 429
donotconverttimes.........................................................................................................................430
dynamicpages............................................................................................................................... 430
element ......................................................................................................................................... 431
emailalerts..................................................................................................................................... 431
emailtasks ..................................................................................................................................... 433
entity.............................................................................................................................................. 435
excludedagents ............................................................................................................................. 435
excludedhosts ............................................................................................................................... 436
excludedpages.............................................................................................................................. 436
excludedparametervalues ............................................................................................................. 437
excludedusers ............................................................................................................................... 437
filtergroups .................................................................................................................................... 437
filterinstances ................................................................................................................................ 438
24 Unica NetInsight - Administrator's Guide
filterlists ......................................................................................................................................... 444
ftpdebug ........................................................................................................................................ 446
hidelinks ........................................................................................................................................ 446
hostgroups .................................................................................................................................... 446
hostlookup..................................................................................................................................... 447
ignoredfields.................................................................................................................................. 447
includedagents .............................................................................................................................. 448
includedhosts ................................................................................................................................ 448
includedpages............................................................................................................................... 449
includedparametervalues ..............................................................................................................449
includedusers................................................................................................................................ 449
keywordrules ................................................................................................................................. 450
levels ............................................................................................................................................. 451
linklength ....................................................................................................................................... 451
locale............................................................................................................................................. 452
localkeywords................................................................................................................................ 452
logs................................................................................................................................................ 453
maildebug...................................................................................................................................... 454
maxpathlength............................................................................................................................... 454
member ......................................................................................................................................... 454
metriclists ...................................................................................................................................... 455
metricsfile ...................................................................................................................................... 456
module .......................................................................................................................................... 456
modules......................................................................................................................................... 457
nodefaultautoupdate ..................................................................................................................... 458
nodefaultautoupdatefull................................................................................................................. 458
nodefaultautoupdatesample..........................................................................................................459
noimportreindex ............................................................................................................................ 459
nonreportabledimensions..............................................................................................................459
notableanalysis ............................................................................................................................. 460
ntadtrack ....................................................................................................................................... 460
ntdi ................................................................................................................................................ 460
ntlinktrack ...................................................................................................................................... 461
outdefext ....................................................................................................................................... 461
Version 8.2.1 25
parameters .................................................................................................................................... 461
password....................................................................................................................................... 463
platforms ....................................................................................................................................... 463
precalcdates.................................................................................................................................. 464
redirectscripts................................................................................................................................ 465
referrergroups ............................................................................................................................... 465
reportlists....................................................................................................................................... 466
resolvehosts .................................................................................................................................. 467
referrergroups ............................................................................................................................... 467
resolvetitles ................................................................................................................................... 468
retrievebatchsize ........................................................................................................................... 468
roledefaults.................................................................................................................................... 468
rows............................................................................................................................................... 468
sampling........................................................................................................................................ 469
schemafile ..................................................................................................................................... 469
securityrealms ............................................................................................................................... 469
seed .............................................................................................................................................. 470
segment ........................................................................................................................................ 470
servers .......................................................................................................................................... 471
sessionization................................................................................................................................ 472
siteurl............................................................................................................................................. 473
spiders........................................................................................................................................... 473
summarysize ................................................................................................................................. 474
tagimages...................................................................................................................................... 474
title................................................................................................................................................. 474
titlelength....................................................................................................................................... 475
titles............................................................................................................................................... 475
unexcludedpages.......................................................................................................................... 476
unresolvedtitles ............................................................................................................................. 476
url .................................................................................................................................................. 476
urlsearchrules................................................................................................................................ 477
user ............................................................................................................................................... 478
userlookup..................................................................................................................................... 478
variablesfile ................................................................................................................................... 478
26 Unica NetInsight - Administrator's Guide
viewlist........................................................................................................................................... 478
virtual............................................................................................................................................. 480
visitorlookup .................................................................................................................................. 480
visitorprofiles ................................................................................................................................. 481
visitthreshold ................................................................................................................................. 481
writebatchsize ............................................................................................................................... 482
Version 8.2.1 27
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PrefacePreface
■ Contacting Unica technical supportN40001
ContactingContacting UnicaUnica technicaltechnical supportsupportIf you encounter a problem that you cannot resolve by consulting the documentation,your company’s designated support contact can log a call with Unica technical support.Use the information in this section to ensure that your problem is resolved efficiently andsuccessfully.
If you are not a designated support contact at your company, contact your Unicaadministrator for information.
InformationInformation youyou shouldshould gathergatherBefore you contact Unica technical support, you should gather the following information:
• A brief description of the nature of your issue.
• Detailed error messages you see when the issue occurs.
• Detailed steps to reproduce the issue.
• Related log files, session files, configuration files, and data files.
• Information about your product and system environment, which you can obtain asdescribed in "System Information" below.
SystemSystem informationinformationWhen you call Unica technical support, you might be asked to provide information aboutyour environment.
If your problem does not prevent you from logging in, much of this information isavailable on the About page, which provides information about your installed Unicaapplications.
28 Unica NetInsight - Administrator's Guide
Contacting Unica technical support
You can access the About page by selecting HelpHelp >> AboutAbout UnicaUnica. If the About page isnot accessible, you can obtain the version number of any Unica application by viewingthe version.txt file located under each application’s installation directory.
ContactContact informationinformation forfor UnicaUnica technicaltechnical supportsupportFor ways to contact Unica technical support, see the Unica Product Technical Supportwebsite: (http://www.unica.com/about/product-technical-support.htm).
Version 8.2.1 29
N10018
11 IntroductionIntroduction toto UnicaUnicaNetInsightNetInsight
■ About Unica NetInsight■ About data collection methods■ The stages of Web site tracking■ About Unica NetInsight reports■ About profiles
N50001
AboutAbout UnicaUnica NetInsightNetInsightUnica NetInsight provides the critical information and insight you need to improve website design, internet marketing effectiveness, and your customer's experience.
Using Unica NetInsight, you can identify which content is popular and which is ignored.You can see where users are dropping off your site.
Unica NetInsight lets you analyze online campaigns (including media buys, email, andsearch engine marketing) and offline campaigns (including direct mail, catalog, and callcenter activities). You can even analyze the response to campaigns across channels.
N60001
AboutAbout datadata collectioncollection methodsmethodsNetInsight lets you choose the most appropriate data collection method, whether it is logfiles, page tags, or a hybrid approach. You can change your data collection method atany time. The following tables show comparisons of data collection methods.
30 Unica NetInsight - Administrator's Guide
About data collection methods
InformationInformation capturedcaptured
PagePage TaggingTagging LogLog FilesFiles DefaultDefault WebWeb ServerServer LogLog FilesFiles
Measure events in Web 2.0 rich Internet applica- Monitor paths and drop-off points of search enginetions built with Ajax or Flash 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 executescrolling down or changing form fields JavaScript and remains invisible to page tags
Measure shopping cart activity Monitor page delivery performance, abandonedpage views, and incomplete downloads
Measure client side information, such as the Securely capture http user namesbrowser's screen size, etc.
Capture additional information items such as userlogin names or form field data that are passedthrough customized tags
ConvenienceConvenience
PagePage TaggingTagging LogLog FilesFiles DefaultDefault WebWeb ServerServer LogLog FilesFiles
Reduce Web server log file management Load historical information from before page tag-ging
Avoid log file transfer from disparate Web server Avoid the effort of modifying your Web pages andfarms scripted pages for inserting tags and then accep-
tance testing the modifications
Measure traffic on portions of your site embedded Avoid the effort of monitoring your site for pagesin other Web sites where you don't have access to that are missing page tagslogs
AccuracyAccuracy
PagePage TaggingTagging LogLog FilesFiles DefaultDefault WebWeb ServerServer LogLog FilesFiles
Track page views even if they were cached in ISP Measure views, for example, of your PDF docu-proxy servers ments that were directly found and clicked from
Track page views following a click on the brows- Measure sessions of mobile browsers which mayer's back button not fire JavaScript page tags
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1 - Introduction to Unica NetInsight
PagePage TaggingTagging LogLog FilesFiles DefaultDefault WebWeb ServerServer LogLog FilesFiles
Measure page views even if the viewer clicked onto the next page before the page tag fired
N70001
TheThe stagesstages ofof WebWeb sitesite trackingtrackingWeb site tracking consists of four stages:
1. DataData GatheringGathering: The data gathering stage consists of parsing your web server's logfiles or your page tag data (or both, if you use a hybrid approach). For UnicaNetInsight to work, you must have access to your web server's log files or your pagetag server's log files. Your webmaster, ISP, or the person managing your page tagserver should be able to help you gain access to these files.
2. DataData analysisanalysis: Once the data has been gathered, it needs to be analyzed. Duringthe data analysis stage, complex heuristics are applied to the raw data to sessionizethe data into visits and page views instead of simply hits. Once the data has beenanalyzed, it is placed in a database to facilitate reporting.
3. ReportReport generationgeneration: The third stage of Web site tracking is generating reports(including graphs) from the analyzed data. During this stage, the analyzed visit andpage 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 viewedon a Web site might consist of the pages that were viewed, how many times eachpage was viewed, and how long, on average, visitors spent looking at each page.
4. ActingActing onon thethe datadata: The final stage of Web site tracking is acting on the data. Duringthis stage, you make modifications to your web site or marketing based on the UnicaNetInsight analysis. For example, you improve the layout of your site to helpcustomers answer their questions more quickly, adjust bids on keywords tomaximize your ROI, or follow up with visitors who have abandoned a conversionprocess on your site.
N80002
AboutAbout UnicaUnica NetInsightNetInsight reportsreportsUnica NetInsight contains more than 100 pre-defined reports. These range fromdashboard reports that present quick views of key trends, to breakdown reports thatprovide detailed statistics on specialized areas of interest. Unica NetInsight graphsreport data and lets you switch reports between different graph types.
You can use the drag-and-drop interface to filter and modify Unica NetInsight reports.You can create custom reports of your own. Your custom reports can be saved andadded to the list of reports Unica NetInsight updates regularly.
You can access Unica NetInsight reports via an intranet or remotely via the Internet.You can configure Unica NetInsight to email reports, ensuring that key managers havethe up-to-date information they need as soon as a Unica NetInsight update is complete.
32 Unica NetInsight - Administrator's Guide
About Unica NetInsight reports
Unica NetInsight reports contain drilldown capabilities that let you dynamically link toadditional relevant information. You can maintain this feature in reports you email toothers.
Report data can be exported for use in popular software packages such as MicrosoftExcel, Access, and Word, as well as other Unica applications.
Unica 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
Campaign 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
Entry Page Breakdown
Entry Page Summary
Error Breakdown
Version 8.2.1 33
1 - Introduction to Unica NetInsight
Error Summary
Executive Dashboard
Exit Page Breakdown
Exit Page Summary
Geographic Dashboard
Host Summary
Impression Breakdown
Initial Referrer Breakdown
Initial Referrer Summary
Keyword Summary
Link Breakdown
Link Summary
Local Keyword Summary
Marketing Dashboard
Organization Summary
Page Breakdown
Page Delivery Summary
Page Summary
Page View Summary
Paid Keyword 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
Referrer Breakdown
Referrer Summary
Repeat Visitor Summary
34 Unica NetInsight - Administrator's Guide
About profiles
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
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 SummaryN90001
AboutAbout profilesprofilesA profile is a collection of reports that analyze the same Web site. You can create asingle profile to analyze an entire Web site. Or, if you have a large Web site withseveral different areas, you can create different profiles for different sections of the site.
Version 8.2.1 35
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22 ConnectingConnecting toto andand UsingUsingthethe NetInsightNetInsight InterfaceInterface
■ About Unica NetInsight logons■ To log on to NetInsight■ To connect to other Unica applications from Unica NetInsight■ To change your user password in NetInsight■ To change your user password in Unica Marketing Platform■ Viewing profiles and reports■ Using the NetInsight Homepage
NA0002
AboutAbout UnicaUnica NetInsightNetInsight logonslogonsUse the Profile Manager to determine whether Unica NetInsight requires users to log onto access NetInsight.
When you access Unica NetInsight for the first time using the installation URL, youare directed to the logon page, even though you do not have a username andpassword. To bypass this page, access the Profile Manager by appendingadmin/index.html to the NetInsight URL. For example:http://www.yourdomain.com/NetInsight/admin/index.html
From the Profile Manager, you can define user accounts to restrict access to profiles byuser, and you can restrict access to the Profile Manager.
To avoid being accidentally locked out, create the NetInsight Administrator first sothat you can log on with full privileges.
For information about configuring Unica NetInsight authentication, see the NetInsightSystem Administration chapter.
NB0001
36 Unica NetInsight - Administrator's Guide
To log on to NetInsight
ToTo loglog onon toto NetInsightNetInsight1. In your Web browser, enter the Unica NetInsight URL. The Unica NetInsight User
Logon page appears.
2. In the UserUser namename box, enter your user name. (The user name is case-insensitive.)
3. In the PasswordPassword box, enter your Unica NetInsight password.
4. Click LogLog onon.NC0001
ToTo connectconnect toto otherother UnicaUnica applicationsapplications fromfromUnicaUnica NetInsightNetInsight
Follow the instructions below when you are logged into a Unica NetInsight installationthat authenticates users through Unica Marketing Platform and you want to openanother installed Unica component in a new browser.
1. In the upper-right corner, click UnicaUnica. The menu expands to show links for eachUnica application installed.
2. Click the link for the application you want to open.ND0001
ToTo changechange youryour useruser passwordpassword inin NetInsightNetInsightIf your Unica NetInsight installation is configured to authenticate users against aninternal database, you change your password in Unica NetInsight. If Unica NetInsight isconfigured to use an external database or the Web server for authentication, you willneed to consult the database or Web server documentation for details on how tochange your password.
1. Display your Unica NetInsight Homepage.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select PreferencesPreferences >> PasswordPassword.
4. In the Old password box, enter your current Unica NetInsight user password.
5. In the NewNew passwordpassword box, enter the password you want to use.
6. In the NewNew passwordpassword (again)(again) box, re-enter the new password.
7. Click SaveSave OptionsOptions and then click ContinueContinue.NE0001
Version 8.2.1 37
2 - Connecting to and Using the NetInsight Interface
ToTo changechange youryour useruser passwordpassword inin UnicaUnicaMarketingMarketing PlatformPlatform
If Unica NetInsight is configured to use Unica Marketing Platform for authentication, youchange the password in Unica Marketing Platform. If Unica NetInsight is configured touse an external database or the Web server for authentication, you will need to consultthe database or Web server documentation for details on how to change yourpassword.
1. Open Unica Marketing Platform.
2. Log in using your existing password.
3. Enter and confirm the new password, following the password rules established forUnica Marketing Platform.
4. Save the new password.NF0001
ViewingViewing profilesprofiles andand reportsreports■ About the Unica NetInsight interface■ About the Profile Manager screen■ About the Profile screen■ To set the default profile■ About the geographic report interface
NF000A
AboutAbout thethe UnicaUnica NetInsightNetInsight interfaceinterfaceThis section describes the Unica NetInsight interface methods for navigating in UnicaNetInsight. There are two sections of Unica NetInsight: the Profile Manager and theindividual profiles. A profile is a collection of reports that analyze the same site.
Note: If you are using a Unica NetInsight installation that authenticates users, seeinstruction for using the Unica NetInsight homepage.
N110001
AboutAbout thethe ProfileProfile ManagerManager screenscreenWhen you start Unica NetInsight, it opens to the Profile Manager. This is where you canview, create, edit, and remove profiles. It is also where you can set global administrativeoptions that apply to all of your Unica NetInsight profiles.
If you are concerned about the security of your profiles, use your Web server’ssecurity features to protect the Profile Manager; setting the Unica NetInsightpassword option for a profile will not prevent users from deleting, editing, or creatingprofiles in the Profile Manager itself. You can also restrict access to the ProfileManager using administrative options.
38 Unica NetInsight - Administrator's Guide
Viewing profiles and reports
The Profile Manager screen contains these controls:
ControlControl NameName DescriptionDescription
Profiles tab Use the Profiles tab to view, create, edit, andremove profiles.
Options tab Use the Options tab to edit the administrativeoptions, set default profile options, or upgrade yourUnica NetInsight license.
Homepage icon Use the Homepage icon to display your list ofcustomized profiles (for logged in users) or thelogin page (if you are not logged in).
Help link Use the Help link to view help for the current page.
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Version 8.2.1 39
2 - Connecting to and Using the NetInsight Interface
AboutAbout thethe ProfileProfile screenscreen
Once you select a profile and click View Profile, you leave the Profile Manager andenter the profile screen (pictured above set to the Options tab). The Profile screencontains these controls:
ControlControl NameName DescriptionDescription
Reports tab Use the Reports tab to view the reports thatcontain 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 theprofile, remove data from the profile, and removearchived reports.
Reporting Mode drop-down list Use the Reporting Mode drop-down to specifywhether reports should include all data generatedduring the last profile update or a sampled subsetof that data.
40 Unica NetInsight - Administrator's Guide
Viewing profiles and reports
ControlControl NameName DescriptionDescription
Unica NetInsight Options drop-down list When you select the Options tab, the UnicaNetInsight Options drop-down list displays. Useitems from this list to edit your profile options,remove archived reports, or remove data from theprofile.
AboutAbout thethe ReportsReports TabTabWhen you select the Reports tab from the Profile screen, the screen switches to thereport 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 useto add and remove filters, metrics, and dimensions to a report.
The Discovery panel only displays when you select the Discovery panel command.
AboutAbout thethe ReportReport SelectionSelection panelpanelThe Report Selection panel on the Reports tab lists all available reports.
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PanelPanel SectionSection DescriptionDescription
Calendar You can use the calendar to specify the timeperiod whose data you want to see in a report. Bydefault, the data from the latest month for whichthe profile has data is used.
Report List Available reports are listed and grouped by cate-gory (for example, Marketing Analysis, ContentAnalysis). To expand a category, click the plus (+)sign next to its name. If the profile containsmultiple views, the Change View icon appears inthe report list title bar. Clicking it displays a list ofall the views available for the profile. Click theClose button to close the list of views.
AboutAbout thethe ReportReport panelpanelThe Report panel on the Reports tab displays the current report.
• 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 havebeen applied to this report, they will be listed on the next line. (Date filters areusually not listed with the other filters. Instead, date filters change the time periodlisted on the top line.)
• The next part of the report is the graph. (A graph is not available on all reports.) Youcan click an item in the graph to display a breakdown report for that item. The graphtitle displays to the upper left of the graph.
• The report data appears below the graph. A small triangle indicates the column bywhich the report is sorted, and whether the data is sorted in ascending ordescending order. To change the column by which a report is sorted, click anothercolumn name. To change the sort order of a column, click the column name, orright-click and select a sort order. To move a column, click and drag it to a newlocation.
• The last part of the report is the page help, which provides a definition for eachcolumn in the report.
The Report panel contains these command icons:
IconIcon DescriptionDescription
Data Set icon You can change which report column is beinggraphed by clicking the Data Set icon on the farright of the graph title bar.
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Viewing profiles and reports
IconIcon DescriptionDescription
Graph Type icons The graph type icons are to the upper right of thegraph, in the graph title bar. Use these icons tochoose the type of graph you want. Basic optionsinclude Bar Chart, Pie Chart, and Line Chart. AFunnel Chart option is also available. For scenarioreports, and some report types may have anadditional graph type. Not all the options areavailable for all reports.
Search, Record, and Rows icons Below the report data are six icons for Search,First, Previous, Next, Last, and Rows. Use theSearch icon to enter criteria for the report itemsyou want to find. You can only search the data inthe left-most column (not counting the row num-ber). Use the Rows icon to change the number ofrows that display on each page of the report.
AboutAbout thethe DiscoveryDiscovery panelpanelThe Discovery panel on the Reports tab displays lists of filters, metrics, and dimensionsyou can apply to the current report. To open the Discovery panel, click the Discoverypanel command in the toolbar. To close the Discovery panel, click the command again.
Filters, metrics, and dimensions are grouped separately and arranged by categorywithin those groups (for example, Marketing Analysis, Content Analysis). Use theup/down arrows and plus/minus buttons to expend or contract groups and theircategories.
To add a filter, metric, or dimension to a report, drag it from the Discovery panel andonto the report, or click it in the Discovery panel. Most filters require you to enter someadditional information to define the filter. To remove a filter, metric, or dimension, drag itoff of the report and onto the Discovery panel.
The lists in the Discovery Panel update based on the items you add to or remove fromthe report.
AboutAbout thethe ProfileProfile OptionsOptions tabtabUse the Options tab to set configuration options for a profile. The Unica NetInsightOptions drop-down list that displays on the Options tab lets you remove archivedreports and data from the profile.
AboutAbout thethe UnicaUnica NetInsightNetInsight toolbartoolbarThe Unica NetInsight toolbar includes the following command commands. Dependingon your privileges, not all of these commands may be available to you. Commands arelisted below in the order they appear left to right.
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NameName DescriptionDescription
Update Use the Update command to update the profilewith any new data in your log files and toregenerate the reports.
Calendar Use the Calendar command to toggle display ofthe calendar on and off.
Selected Groups Use the Selected Groups command to toggledisplay of the group selection box on and off.
Discovery Panel Use the Discovery Panel command to display orhide the Discovery panel. The Discovery panel letsyou narrow the results displayed in the currentreport to a subset of the data or add metrics ordimensions to the current report. This command isonly available on the Reports tab.
Sticky Filters Use the Sticky Filters command to turn stickyfilters on or off. When filters are sticky, anycurrently-applied filters are kept and re-appliedwhen you switch to a new report. When filters arenot sticky, filters from one report do not carry overto another report. This command is only availableon the Reports tab.
Comparative Reports Use the Comparative Reports command to displaya second calendar so you can specify two timeperiods and view the data for both time periodsside-by-side in one report. This command is onlyavailable on the Reports tab.
A/B Testing Use the A/B Testing command to display two filterareas on the report so you can use drag-and-dropto create two sets of filters and view the reportdata using each set of filters side-by-side in onereport. This command is only available on theReports tab.
Report Designer Use the Report Designer command to display theReport Summary page, where you can edit thereport. This command is only available on theReports tab.
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NameName DescriptionDescription
Export Use the Export command to display the Exportoptions dialog box so you can export the reportdata to a spreadsheet, database, or word proces-sor. This command is only available on the Re-ports and Archive tabs.
Email Use the Email command to display the Emailoptions screen so you can specify a recipient andreport format and email the current report. Thiscommand is only available on the Reports tab.
Print Use the Print command to print the current report.This command is only available on the Reportsand Archive tabs.
Default Report Use the Default Report command to display anauthenticated user’s default report (if one hasbeen set) or to display the first report in the firstfolder of the current report list (if a default reporthas not been set). This command will not appearfor unauthenticated users.
Homepage Use the Homepage command to close the profileand display your customized list of profiles (forlogged in users) or the login page (if you are notlogged in). This command will not appear if it hasbeen disabled in the administrative options.
Administration Use the Administration command to close theprofile and open the Profile Manager. This com-mand will not appear if it has been disabled in theadministrative options.
N130002
ToTo setset thethe defaultdefault profileprofileIf you are an authenticated user you can define a default profile for yourself. When youdefine a default profile, that profile opens automatically when you log in to UnicaNetInsight. When viewing the Unica NetInsight Homepage, you can go to your defaultprofile by clicking the Default Profile icon. If you also define a default report for yourdefault 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.
This icon will not appear if it has been disabled by your administrator.
To set your default profile:
1. Open the Unica NetInsight Homepage.
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2. To:
a. Set your default profile, click the star icon next to the profile you want as yourdefault. The icon lights, indicating it is now the default.
b. Change your default profile, click the star icon of the profile you want as yournew default.
c. Clear the setting so that you have no default profile, click the star icon of yourcurrent default. The icon unlights.
N140001
AboutAbout thethe geographicgeographic reportreport interfaceinterfaceIf your Unica NetInsight installation includes the geographic database, geographicreports that include map graphs are available to you.
The Unica NetInsight geographic database is available for download from UnicaCustomer Central.
Map graphs include the following functionality to aid navigation:
ActionAction DescriptionDescription
Zooming To zoom in and out, use the plus and minus buttons in the upper left corner of thegraph. To select and zoom to a particular area of the map, click and drag over thatarea while holding down the Shift key.
Resetting the To return the map to its default zoom level, click the box between the plus andzoom level minus buttons.
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ActionAction DescriptionDescription
Panning To pan the map, click and drag while holding down the Ctrl key.
Changing the Controls for changing the metric range displayed by a map are located at themap's metric range 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 rangebar 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 thenew values to the map.
Viewing city details City reports include city “bubbles." The size of a city’s bubble is proportional to thenumber of visitors from that city. To view the name of a city, hover your pointerover its bubble.
N100001
UsingUsing thethe NetInsightNetInsight HomepageHomepage■ About using the Unica NetInsight Homepage■ To view a profile as an authenticated user■ About using Unica NetInsight documentation as an authenticated user■ About the Unica NetInsight Homepage■ To change your default view and reporting mode for a profile
N10000A
AboutAbout usingusing thethe UnicaUnica NetInsightNetInsight HomepageHomepageIf you are an authenticated Unica NetInsight user, you will usually access your UnicaNetInsight profiles through your Unica NetInsight Homepage instead of through theProfile Manager. If your Unica NetInsight administrator has given you the ability tomanage your account, you will access these options from the Unica NetInsightHomepage as well.
N150001
ToTo viewview aa profileprofile asas anan authenticatedauthenticated useruserThe method for viewing a profile differs for authenticated Unica NetInsight users. Toview a profile as an authenticated Unica NetInsight user:
1. Display your Unica NetInsight Homepage.
2. Click the name of the profile you want to view.
Depending on the privileges your NetInsight administrator gave you, some iconsand options may not appear in your interface.
N160001
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AboutAbout usingusing UnicaUnica NetInsightNetInsight documentationdocumentation asas ananauthenticatedauthenticated useruserThe instructions in the Unica NetInsight documentation assume you are using thedefault interface, which does not include authenticated users. As an authenticated user,you will need to make some adjustments.
• First, whether an option is available to you depends on the privileges your UnicaNetInsight administrator has given you. Some options and icons described in themanual may not appear in your interface.
• Second, your method for viewing a profile will differ from that for unauthenticatedusers. See the instructions for viewing a profile as an authenticated user.
N170001
AboutAbout thethe UnicaUnica NetInsightNetInsight HomepageHomepageThe Profiles tab on the Unica NetInsight Homepage contains a table listing the title andname of each profile you have permission to access.
From the Unica NetInsight Homepage you can do the following:
OptionOption DescriptionDescription
Sorting profiles The column by which the profile list is sorted is indicated by a smalltriangle to the right of the column heading. If the triangle is pointingdown, the list is sorted in descending order. If the triangle is pointingup, the list is sorted in ascending order. You can sort the list by anycolumn in the table by clicking the column heading. By default, thelist 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.
Viewing profiles To view a profile, click the profile name or title.
Changing the number of profiles Click the Rows icon to change the number of profiles that display ondisplayed a page.
Displaying additional profiles If your list of profiles spans multiple pages, there will be four arrowicons that allow you to move from page to page. These buttons areFirst, Previous, Next, and Last.
Logging out To log out of Unica NetInsight, click Logout in the upper-right cornerof the screen. Note: Logout does not appear if Unica NetInsight isconfigured to authenticate users using Web server authentication.
Accessing the reports you have Click the Inbox tab.requested
Changing your password, default If your Unica NetInsight administrator has given you permission toview or reporting mode, or Inbox change your password, your default views or reporting mode forpreferences profiles, or your Inbox preferences, an Options tab will appear next
to the Profiles tab in the upper-left corner of the screen.
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N180001
ToTo changechange youryour defaultdefault viewview andand reportingreporting modemode forfor aaprofileprofileIf your Unica NetInsight administrator has given you permission, you can change thedefault view and reporting mode for any profile to which you have access. (The defaultview controls which reports, dimensions, filters, and metrics are available, and howthese are grouped within their lists. The reporting mode determines whether the reportsshow all the profile data or projections based on a data sample.) The default view andreporting mode you specify from the Homepage will take precedence over a defaultview or reporting mode specified anywhere else.
1. Display your Homepage.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select PreferencesPreferences >> DefaultDefault ViewsViews.
4. Select the profile for which you want to specify a default view and click ContinueContinue.
5. In the DefaultDefault viewview box, select the view you want from the list of views.
6. In the DefaultDefault reportingreporting modemode box, select the reporting mode you want from the list.
7. Click SaveSave OptionsOptions and then click ContinueContinue.
Profiles for which a default view has been specified will be listed first and will befollowed by an asterisk.
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N10090
33 CreatingCreating andand ConfiguringConfiguringProfilesProfiles
■ About profiles■ Configuring Database Connections■ Updating data in a profile■ To create a profile■ Restricting access to profiles■ Filtering profiles
N190002
AboutAbout profilesprofilesA profile is the basic unit of organization within NetInsight. In it's simplest sense, aprofile is a collection of reports that examine a particular web site. You can furthershape a profile by the filters, views, permissions, and other customizations you definefor it. There is no limit to the number of profiles you can create. While it is common tocreate a single profile for each web site you want to report on, you can also createmultiple profiles for a single site. For example, if your site contains subdomains, youmay want to create a separate profile for each.
N1A0002
ConfiguringConfiguring DatabaseDatabase ConnectionsConnections■ About database connections■ To configure a database connection■ Example database connection XML
N1A0009
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Configuring Database Connections
AboutAbout databasedatabase connectionsconnectionsEach profile requires a connection to a database. When you install Unica NetInsight , itcreates a default database connection, named _default_default, using the database informationthat you supplied during the installation process. If you have other databases ordatabase logins that you want to use for different profiles, you must configure theseadditional connections manually by adding the appropriate XML to theNetTracker.cfg file.
N1F0002
ToTo configureconfigure aa databasedatabase connectionconnectionFollow 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 thecorrect syntax for your database type (see the examples).
3. If your connection uses a password, follow these steps to set the password in theconnection XML:
a. Copy the encrypted password from the _default_default connection and use this as thevalue 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_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 beavailable.
N200002
ExampleExample databasedatabase connectionconnection XMLXMLFollow these examples for the supported dabase types.
DB2DB2
<connections>
<connection name="_default" type="db2">
<user>username</user>
<password>encrypted_password</password>
<driver>{IBM DB2 ODBC DRIVER}</driver>
<dbalias>dbalias</dbalias>
</connection>
</connections>
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Unica NetInsight - Administrator's Guide
OracleOracle
<connections>
<connection name="_default" type="oci">
<user>username</user>
<password>encrypted_password</password>
<service>service</service>
</connection>
</connections>
SQLSQL ServerServer (with(with WindowsWindows authentication)authentication)
<connections>
<connection name="_default" type="mssql">
<driver>{SQL Server}</driver>
<database>database_name</database>
<server>server_name</server>
</connection>
</connections>
SQLSQL ServerServer (with(with username/password)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>
N1B0001
UpdatingUpdating datadata inin aa profileprofile■ About deleting profile data■ To delete profile's data■ To update a profile's data
N1B000A
52
Updating data in a profile
AboutAbout deletingdeleting profileprofile datadataAs necessary you can delete data for one or more months from a profile. When youdelete data, it is permanently removed from the database. If you think you might needdata again at some point in the future, before you delete it make sure you have its logfile source.
When you delete profile data, you have the option of archiving it. Archiving data meansusers can continue to view reports that contain the data. However, because the data isno longer in the database, they cannot drill into the archived reports--archived reportshave 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. Dependingon how old the data is, it may not be available to add to the profile in the future.
N210002
ToTo deletedelete profileprofile''ss datadataDeleting data for all months from a profile deletes all of the profile's data. When youdelete profile data, it is removed from both full and sample tables regardless of theprofile's current reporting mode.
Because deleting profile data removes information on unique visitors, it will affectthe identification of new and repeat visitors when you subsequently import new data.
To delete data from a profile.
1. View the profile from which you want to remove data.
2. Click the OptionsOptions tab.
3. From the NetInsightNetInsight OptionsOptions drop-down list select RemoveRemove DataData fromfrom ProfileProfile.
The Remove Data from Profile screen opens.
4. If your installation requires authentication to remove profile data, you will beprompted for a password. Type the password and click EnterEnter.
5. If you only want to remove data for certain months, select those months.
6. If you want to still be able to view the reports for the months whose data you aredeleting, check the ArchiveArchive datadata box. Otherwise, clear ArchiveArchive datadata.
7. To delete data for the selected months, click RemoveRemove SelectedSelected MonthsMonths. Otherwise,to delete data for all months, click RemoveRemove AllAll MonthsMonths.
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ToTo updateupdate aa profileprofile''ss datadataTo import the latest data from your web server log files into a profile, you run an updateon the profile. In addition to importing data, updates are also required in order forchanges to certain profile options to take effect. In addition. You can trigger profileupdates manually, or you can schedule updates to occur automatically at regularintervals.
To update a profile manually:
1. Open the profile you want to update.
2. On the toolbar, click the UpdateUpdate icon.N1C0002
ToTo createcreate aa profileprofileWhen you create a profile, you must specify at least a profile name and title, and a logfile location and format.
The procedure below is only for single servers.
1. Display the list of profiles at the Profile Manager.
2. Click CreateCreate ProfileProfile.
3. In the ShortShort profileprofile namename (one(one word)word) box, enter the name that will be used for filesassociated with this profile.
4. In the DatabaseDatabase connectionconnection box, select the database connection you want to use forthis profile.
5. Click ContinueContinue.
6. Enter the profile title (which will appear at the top of all the reports) and the URL ofthe site you want to analyze. Click ContinueContinue.
7. In the LocationLocation ofof loglog file(s)file(s) list, select an option.
If your logs are located on the computer that is running Unica NetInsight, or areavailable on the local network, select Local/networkLocal/network filefile systemsystem.
If your logs are available via FTP and you want Unica NetInsight to retrieve them foryou, select FTPFTP serverserver.
8. In the FormatFormat ofof loglog file(s)file(s) list, select the format of the log file. Select AutoAuto DetectDetect tohave Unica NetInsight determine your log format automatically.
If your log files are in a nonstandard format, you must first manually specify the logfile format.
Unica NetInsight can process log files that have been compressed using gzip.
9. Do one of the following:
a. If you selected Local/networkLocal/network filefile systemsystem, enter the log file path and file name inthe FullFull pathpath toto loglog file(s)file(s) box.
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You may use the wildcard character "*" to specify multiple files. You may alsoclick BrowseBrowse to find the file. The BrowseBrowse button does not appear if it has beendisabled in the administrative options.
b. If you selected FTPFTP serverserver, click BrowseBrowse and enter the following informationabout the FTP server from which you will be downloading the log files.
• HostHost namename: The name of the server (yourdomain.comyourdomain.com, notftp://yourdomain.comftp://yourdomain.com )
• UserUser namename: Your user name for the FTP server. If you access the serveranonymously, leave this blank.
• PasswordPassword: Your password for the FTP server. If you access the serveranonymously, leave this blank.
• PasswordPassword (again)(again): The same password you entered above.
• InitialInitial pathpath: The directory in which the log file can be found on the server.
• When you have entered the information about the FTP server, click BrowseBrowseto select the log file.
10. Click AddAdd.
11. If you have other log files you want to analyze, click ContinueContinue. If you have enteredall of your log files, click ViewView ProfileProfile.
12. After clicking ViewView ProfileProfile, click the UpdateUpdate icon, which is the left-most icon in theicon group, to generate the reports for this profile.
N230001
ToTo createcreate aa profileprofile toto analyzeanalyze logslogs fromfrom clusteredclusteredserversserversIf the log files you want to analyze come from clustered servers, the procedure forcreating a profile is somewhat different than for single servers. To create a profile toanalyze logs from clustered servers:
1. Display the list of profiles at the Profile Manager. (For details, see instructions fordisplaying the list of profiles.)
2. Click CreateCreate ProfileProfile.
3. In the ShortShort profileprofile namename (one(one word)word) box, enter the name that will be used for UnicaNetInsight files associated with this profile.
4. Click ContinueContinue.
5. Enter the profile title (which will appear at the top of all the reports) and the URL ofthe site you want to analyze, and click EditEdit ProfileProfile.
Unica NetInsight opens the profile options for this profile. Now you need to pointUnica NetInsight to the log files you want to analyze.
6. In the OptionsOptions panel, select MainMain >> LogLog FilesFiles.
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7. Now you need to specify the clustered log files.
8. When you are finished specifying the log files, click the UpdateUpdate icon to generate thereports for the profile.
N240002
ToTo createcreate aa profileprofile fromfrom aa copycopyYou can create a new profile by copying an existing one. The original profile'sconfiguration and reports serve as the basis for the new one.
To copy a profile
1. Open the Profile Manager.
2. Click CopyCopy ProfileProfile.
3. Select the profile you want to copy and click ContinueContinue.
Selecting DefaultDefault templatetemplate settingssettings is equivalent to creating a new profile fromscratch--it leads you through the same screens you complete when you create anew profile.
4. Enter a short, one-word name for the new profile.
5. In the DatabaseDatabase connectionconnection box, select the database connection you want to use forthis profile.
6. Click ContinueContinue.
The new profile is created, with configuration settings and reports identical to the profileit was copied from.
After creating a new profile by copying, you will need to modify some of the newprofile's options. Which options you need to modify will vary, depending on how youwant the copied profile will differ from its original. At the very least you will probablywant to modify the settings for:
• The profile title
• The URL of the site being analyzed
• The profile's log files
• Profile passwords
You also need to assign users access to the profile.N250001
ToTo editedit aa profileprofile''ss optionsoptionsYou can access a profile's opions for editing from the Profile Manager or while viewingthe profile's reports.
1. To edit a profile's options:
• From the Profile Manager, select the profile and click EditEdit ProfileProfile, or...
• While viewing the profile's reports, on the toolbar, click AdministrationAdministration.
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N260001
ToTo deletedelete aa profileprofileYou cannot undo a delete. If you think you might need a profile again, back up itsfiles prior to deleting it.
To delete a profile:
1. Open the Profile Manager.
2. Select the profile you want to remove and click RemoveRemove ProfileProfile.N270002
AboutAbout generalgeneral profileprofile optionsoptionsYou can set the following general options for a profile:
OptionOption DescriptionDescription
Profile title A profile's title is the display name that users see when viewing theprofile. 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.
The URL cannot include a path. If you want a profile to onlyinclude certain pages at the URL, set the Included Pages option.
If your log files contain data on more than one site and you haveselected the OnlyOnly processprocess traffictraffic toto thethe configuredconfigured sitesite option (on theAdvancedAdvanced page), ensure that the URL (after the http://) matchesexactly 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 URLexactly as it appears. Where the site name appears in the log willdepend on your log file format. In NCSA logs the site name appearin the second column. Netscape and W3C log files have columnheadings that identify the correct column. In W3C logs the correctcolumn is usually cs-host.
Case-sensitivity in page names You can specify whether upper and lower case characters in pageand user names names and user names are treated as distinct. If case-sensitivity is
enabled, uppercase and lowercase characters are treated as differ-ent characters. Otherwise, they are considered the same.
If case-sensitivity is not enabled, page and user names areimported as lowercase. This affect the use of regular expres-sions and filters. In most cases, if your logs come from a UNIXsystem you should enable case-sensitivity if they come from aWindows system you should disenable case-sensitivity.
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OptionOption DescriptionDescription
Rows per summary By default, each report page displays ten rows. You can change thedefault, and/or customize the number of rows initially displayed inany given report. Users can also change the number of rowsdisplayed when working with a report.
Values per dashboard graph By default, each dashboard report graph displays five values. (Theexception is graphs for dated summaries which display all availablevalues in the underlying summary). Changes to this default will affectto all graphs on all pre-defined dashboards.
Maximum path length You can specify the maximum number of consecutive pages (2 to10) that can be in a path. This number is used to calculate the pathsthat appear in your Path Summary.
Page title and page name length You can specify a maximum display length for page titles and pagenames. Limiting the length makes reports easier to read and print.The default length is 41 characters.
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 address-es). However, some servers are not configured to perform thisfunction. You can have NetInsight resolve host names that are notresolved by the server.
Metric percentages based on By default, Unica NetInsight calculates metric percentages using thetotal count for the time period as the denominator. You can chooseto hide metric percentages on reports or to calculate them usingpage or report totals instead.
N280002
ToTo setset generalgeneral profileprofile optionsoptions1. View the profile whose general options you want to set.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select MainMain > GeneralGeneral.
The GeneralGeneral optionsoptions screen opens.
4. Set options as needed.
• ProfileProfile titletitle
• URLURL ofof thethe sitesite beingbeing analyzedanalyzed
• CaseCase sensitivesensitive pagespages
• CaseCase sensitivesensitive useruser namesnames
• NumberNumber ofof rowsrows perper summarysummary
• NumberNumber ofof valuesvalues perper dashboarddashboard graphgraph
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• MaximumMaximum lengthlength ofof aa pathpath
• PagePage titletitle displaydisplay lengthlength
• PagePage namename lengthlength
• ResolveResolve hosthost namesnames
• MetricMetric percentagespercentages basedbased onon
• AnonymousAnonymous FTPFTP rootroot directorydirectory
5. Click SaveSave OptionsOptions .
If you changed one of the case-sensitivity options, the ResolveResolve hosthost namesnames option,or the AnonymousAnonymous FTPFTP rootroot directorydirectory option, you must delete your profile data andreimport your log files to apply those changes to existing data. Otherwise, thechanges are applied to subsequently imported data when the profile is next updated.
Be aware that if you do not still have all previously imported log files thendeleting profile data will result in permanent data loss.
N290001
AboutAbout localelocale optionsoptionsYou can configure Unica NetInsight to work with your specific locale, including the waythat it displays dates and times and language settings. Locale options include thefollowing settings:
• WeekWeek beginsbegins onon. You select the first day of the week. The default is SundaySunday.
• WeekendWeekend. You select the weekend days. The default is SaturdaySaturday andand SundaySunday.
• DisplayDisplay timetime asas. Display time as option. You select whether you want timesdisplayed using the 12-hour clock or the 24-hour clock.
• DisplayDisplay datedate asas. Display date as option. You select the date format you want to use.The date and time settings primarily affect the automatically generated footer onreport pages, which include a date and time stamp.
• CharacterCharacter setset. Character set option. You select the character set used to displaytext in the reports and the profile interface. This is also the character set used tosend data to the database. In general, you should not change the character set.
• LanguageLanguage. You select the language that is used to display text. The languagesavailable depend on which Language Packs you have installed.
• LogLog filefile datedate formatformat. If you are analyzing Microsoft log files, you need to tell UnicaNetInsight 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?)
This option is only for Microsoft log files in the IIS Standard/Extended log fileformat.
• Currency.Currency. You select the currency that defines the format to be used for currencyvalues in reports.
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Administrators can also set the default locale options to apply to each new profile userscreate.
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AboutAbout charactercharacter setssetsCharacter sets map written characters to a number that can be stored electronically.Some character sets only contain characters for certain languages. For example, thecharacter set Western European (ISO-8859-1) contains the characters in the Latin scriptand can represent most European languages, but not Arabic or Mandarin. The Unicodecharacter set contains the characters needed to represent almost all written languages.Unica NetInsight uses UTF-8, a common implementation of Unicode.
AboutAbout charactercharacter setssets inin UnicaUnica NetInsightNetInsightSeveral character sets affect Unica NetInsight:
• The character set of the data (log file or page tag) you are analyzing.
• The character set specified in your external database application.
• The character set specified for the profile, which is used for the reports and theprofile interface, and is also the character set used to send data to the database.
• The character set specified in the administration options, which is used for theProfile Manager and the administrative options.
The character sets of your profiles must match the database's character set. If they donot, you may end up with junk characters in your database. In most databaseapplications, the character set is specified at the application level, so for the profilecharacter set and the database character set to match, all of your profiles must use thesame 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. Unica stronglyrecommends that all of your settings use the same character set.
SupportSupport forfor UTF-8UTF-8Unica NetInsight supports UTF-8 for DB2 and Oracle databases. UTF-8 is notsupported for SQL Server.
If you are planning on using UTF-8, contact Unica technical support for additionalguidance.
WhenWhen toto changechange charactercharacter setssetsUnica NetInsight creates the database tables for a profile the first time it is updated. Thedatabase tables are created using the character set specified in the Locale options. Donot change the character set for a profile whose database has already been created. Ifyou need to change the character set for an existing profile, contact Unica technicalsupport.
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WhichWhich charactercharacter setset toto useuseIf you anticipate needing to analyze keywords or page titles in a variety of languages,Unica recommends using UTF-8 if it is available for your database. Otherwise, use thecharacter set that is the best match for the data you are analyzing.
UsingUsing thethe UTF-8UTF-8 charactercharacter setset inin DB2DB2If you are using a DB2 database and you want to use the UTF-8 character set, youmust set the value of the environment variable named DB2CODEPAGEDB2CODEPAGE to 1208 in theNettracker.cfg file before you import data into any of your profiles. For example:
<envvars>
<envvar name="DB2CODEPAGE">1208</envvar>
</envvars>
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UsingUsing thethe UTF-8UTF-8 charactercharacter setset inin OracleOracleIf you are using an Oracle database and you want to use the UTF-8 character set, youmust set the value of the environment variable named NLS_LANGNLS_LANG toAMERICAN_AMERICA.AL32UTF8 in the Nettracker.cfg file before you import datainto any of your profiles. For example:
<envvars>
<envvar name="NLS_LANG">
AMERICAN_AMERICA.AL32UTF8
</envvar>
</envvars>
This setting assumes that you are using AL32UTF8 (the Oracle UTF-8 character setsupported by Unica NetInsight) as the database and client character set.
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ToTo changechange localelocale optionsoptionsYou must install the language pack for the language you want to use prior to modifyingthe language setting.
Changing the default locale only affects profiles created after the change; it does notaffect existing profiles.
1. While viewing the profile, click the OptionsOptions tab.
2. From the OptionsOptions panel, select MainMain > LocaleLocale.
The LocaleLocale OptionsOptions screen opens.
3. Change locale options as necessary:
a. In the WeekWeek beginsbegins onon list, you can select SundaySunday (the default) or MondayMonday.
b. In the WeekendWeekend list, you can select FridayFriday andand SaturdaySaturday or SaturdaySaturday andandSundaySunday (the default).
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c. In the DisplayDisplay timetime asas list, you can select 1212 hourhour clockclock (the default) or 2424 hourhourclockclock.
d. In the DisplayDisplay datedate asas list, you can select mm/dd/yyyymm/dd/yyyy (the default), dd/mm/yyyydd/mm/yyyy,or yyyy/mm/ddyyyy/mm/dd.
e. In the CharacterCharacter setset list, you can select the character set to use.
You should not change the character set after creating the profile.
f. In the LanguageLanguage drop-down list, select the language to use.
g. If you are using Microsoft log files, in the LogLog filefile datedate formatformat list, you can selectmm/dd/yymm/dd/yy (the default), dd/mm/yydd/mm/yy, or yy/mm/ddyy/mm/dd.
h. In the CurrencyCurrency list, select the currency to use for the profile.
4. Click SaveSave OptionsOptions, then click ContinueContinue.
If you change the language, you must update the profile for the complete translatedinterface to appear.
N2C0001
AboutAbout pagepage tagstagsIf your Unica 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’sbrowser to send information about the visitor’s visit to a page tag server. Thisinformation, which appears in the page tag server log as a request for the page taggingimage, can then be imported by Unica NetInsight for analysis.
The requests for the page tag image can be analyzed either isolated from, or toaugment, the actual Web server log entries that contain the original request for thetagged page. This lets you either selectively tag the pages you would like to track, ortag 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 serveras the page in which it is embedded, you can use page tagging to track pages on sitesfor which you do not have access to the Web server log files.
Refer to the Unica NetInsight Administrator's Guide for complete details about deployingpage tagging with Unica NetInsight.
If your Unica NetInsight license does not permit page tag analysis, the PageTagging option will not appear.
PossiblePossible pagepage tagtag modesmodesThere are several possible ways to use page tag data in your profile:
• NotNot usedused
Disables page tagging. However, requests for the page tag image will count as hits.
• UsedUsed onlyonly toto augmentaugment loglog filesfiles withwith additionaladditional datadata
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Requests for the page tag image will count as hits. They will not count as pageviews. Augmenting log files with data collected by page tags enables you to captureadditional client-side information such as screen resolution, or to track “events” suchas visitors adding or removing items from shopping carts.
• UsedUsed insteadinstead ofof loglog filesfiles toto collectcollect datadata forfor aa singlesingle sitesite
Requests for the page tag image will count as page views. Non-page tag requestswill not be counted. This mode is the typical page-tagging mode. In this mode, youwill 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 eventtags 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 formathttp://www.host.com/page.html. Unica NetInsight will parse the host (for example,www.host.com) and compare it (without respect to case) to the URL of the site beinganalyzed option in the General options, or the server URL if your log files areclustered for multiple sites. If they match, Unica NetInsight will remove the host fromthe URL and count the request as a page view. If they do not match, the request willnot be counted.
• UsedUsed insteadinstead ofof loglog filesfiles toto collectcollect datadata forfor multiplemultiple sitessites
Requests for page tag images will count as page views. Non-page tag requests willnot be counted. Pages will appear in Unica NetInsight reports as full URLs (as theywould if Unica NetInsight were configured to process log files that are clustered formultiple sites). If you are using page tags instead of log files, you will need to usethis mode so that you can distinguish a page tag generated for a page on one sitefrom a page tag generated for a page with the same name on another site (such asindex.html).
• UsedUsed inin additionaddition toto loglog filesfiles toto collectcollect datadata forfor multiplemultiple sitessites
Requests for page tag images will count as page views. Non-page tag requests willalso be counted as page views. (Non-page tag requests will be prefixed with theURL in the General options, or the server URL if the log files are clustered formultiple sites.)
Use this mode if you want to use log files in conjunction with event tags for yourmain site, or have remote site portions that are hosted within other Web sites forwhich you do not have access to the log files. In this case, you would place thepage tags in the pages on those remote sites. Page tags generated from the remotesites will count as page views. The pages from each site will be prefixed with thesite’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 logfiles, as traffic will be counted twice. Using event tags only will not result in trafficbeing counted twice.
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ToTo enableenable pagepage tagstags1. View the profile in which you want to analyze data collected from page tags.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select MainMain >> PagePage TaggingTagging.
4. In the PagePage tagstags areare list, select the mode that matches the data collectionmechanism you want to use.
5. Click SaveSave OptionsOptions and then click ContinueContinue.
If you selected NotNot usedused, 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 Addagain.
b. To edit a filter, select the filter in the list, click Edit, make your changes and clickSave Changes.
c. To delete an image, select the image and click Delete.
When you import data into Unica NetInsight from now on, Unica NetInsight willanalyze 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 ContinueContinue.
If you want Unica NetInsight to use the current image list on data you have alreadyimported, you 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 willlose data permanently by choosing this option.
To delete your profile data, click DeleteDelete ProfileProfile DataData.N1D0002
RestrictingRestricting accessaccess toto profilesprofiles■ Restricting access to profiles■ To restrict access to profile functions by password
N1D0009
RestrictingRestricting accessaccess toto profilesprofilesUnica NetInsight contains a number of mechanisms you can use to restrict access toprofiles (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 combinationof these methods.
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ControllingControlling accessaccess toto administrativeadministrative functionsfunctionsIf 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 Unica NetInsightsystem-level options (such as theability 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 functionsavailable from the Reports and Archie tabs you might want to control access to. Forexample, from the Reports tab you can initiate a profile update, delete data from aprofile, and create and delete reports.
WaysWays toto controlcontrol profileprofile accessaccessToTo DoDo ThisThis DescriptionDescription
Restrict access to a pro- Set the profile's default This limits access to this profile to those users youfile (by roles) role access to NoNo Ac-Ac- specifically assign a role for this profile. Users
cesscess and do not assign without a designated role cannot access the pro-users specific roles to file, nor do they see it listed on the Homepage.that profile
By itself this type of security does not preventusers from accessing the Profile Manager(where you can create and delete profiles).Nor does it prevent access to the UnicaNetInsight system-level administration options(which includes default profile options).
Restrict access to a pro- Password-protect the You can use the NetInsight web server’s securityfile (by password) profile using your Unica to password-protect a profile (by restricting access
NetInsight web server's to its directory). This is an effective way to quicklyauthentication limit access to all of a profile's reports and options
settings. However, creating accounts to grant ac-cess can become labor intensive.
By itself this type of security does not preventusers from accessing the Profile Manager orsystem-level administration options (which in-cludes default profile options).
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ToTo DoDo ThisThis DescriptionDescription
Restrict access to the Create and assign users Restricting access to the Profile Manager preventsProfile Manager to roles which do not users from creating and deleting profiles. It also
have access to the Ad- prevents them from accessing system-level admin-ministration : Profile istration options (which includes default profileManager privilege options).
By itself this type of security does not preventusers from accessing an individual profile'sadministration options.
Restrict access to one Create and assign users You can prevent users from accessing a profile'sor more of a profile's to roles which do not administrative options by assigning them to a roleoptions have the one or more of that does not have privileges to Options.
the Options : privilegesBy itself this type of security does not preventusers from accessing the Profile Manager orsystem-level administration options (which in-cludes default profile options).
Restrict access to Use the Passwords set- You can use a profile's Passwords settings tosaves, deletes, and log tings in profile options password protect the ability to perform thesefile specification within a actions in a profile: updating or deleting profileprofile (by password) data, saving or deleting reports, specifying which
web server log files the profile uses, and modifyingthe password protection of these options itself.
By itself this type of security does not preventusers from accessing the Profile Manager orsystem-level administration options (which in-cludes default profile options).
Restrict access to spe- Create and assign users By assigning users to a role which you thecific features within a to roles which do not selectively assign Interface and Removal privi-profile have the one or more of leges, you can control just about any access or
the Interface : and/or action a user can person within a profile.Removal : privileges
SpecialSpecial administrationadministration privilegesprivilegesThere are two override privileges you can use to grant special administrationpermissions if the need arises. Both are described in greater detail elsewhere in thisguide.
• AdministrationAdministration :: UserUser ManagerManager: The User Manager privilege gives a user the abilityto create and edit non-administrator user accounts. Assign it when you want to givea person the ability to create user accounts while still restricting access to otheradministration functionality.
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• ProfilesProfiles :: OverrideOverride NoNo AccessAccess: This privilege gives a user the ability to access aprofile even when the profile's default role is set to NoNo AccessAccess. It should be reservedfor users you want to have access to all profiles.
N2E0002
ToTo restrictrestrict accessaccess toto profileprofile functionsfunctions byby passwordpassword1. View the profile in which you want to restrict access.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select MainMain >> PasswordsPasswords.
4. In the NewNew passwordpassword box, enter the password you want to use.
5. In the NewNew passwordpassword (again)(again) box, enter the password a second time.
6. Select one or more of the following options:
The ProtectProtect thethe RemoveRemove DataData fromfrom ProfileProfile pagepage option by itself does not preventusers from removing profile data. NetInsight still provides users with theopportunity to delete all the profile data when they change certain profile options.To prevent users from deleting profile data, select both ProtectProtect thethe RemoveRemove DataDatafromfrom ProfileProfile pagepage and ProtectProtect allall ofof thethe profileprofile optionsoptions.
a. ProtectProtect allall ofof thethe profileprofile optionsoptions—Requires users to enter a password in order tochange any of the profile options.
b. ProtectProtect onlyonly thethe loglog filefile andand passwordpassword optionsoptions—Requires users to enter apassword in order to change the log file or password options.
c. ProtectProtect thethe RemoveRemove DataData fromfrom ProfileProfile pagepage—Requires users to enter apassword in order to remove data from the profile.
d. ProtectProtect thethe updatingupdating ofof thisthis profileprofile—Requires users to enter a password in orderto update the profile.
e. ProtectProtect saving/removingsaving/removing reportsreports—Requires users to enter a password in order tosave reports they create or remove reports.
7. Click SaveSave OptionsOptions and then click ContinueContinue.
The new settings will take effect immediately.N1E0001
FilteringFiltering profilesprofiles■ About filtering profiles■ To filter profiles■ About profile filter options
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AboutAbout filteringfiltering profilesprofilesProfile filters allow you to specify which data should be included or excluded by UnicaNetInsight during data import. This creates the superset of data stored by UnicaNetInsight and available to Unica NetInsight reports. Users can then further filter thedata at the report level. By creating and applying your own filters to a profile, you canspecify 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.
Unica 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.
IncludeInclude versusversus ExcludeExclude filtersfiltersMany of the filtering options available for profiles can be specified as either an includeor an exclude. Which to use usually depends upon which is the bigger list: the data thatyou want to include or the data that you want to exclude. Include filters supersedeexclude filters and are absolute...so only use include filters whose contents constitutethe entirety of what you want in your profiles. For example, if you create an include filterfor hosts whose lone entry is mysite.org, mysite.org will be the only host whose data isimported into your profile.
Filtering affects view and download statistics but does not affect hit counts. Forexample, if you exclude a particular domain, that domain will be excluded from yourpage view statistics but will still factor into your hit count. Hits are listed on theExecutive Dashboard and the Traffic Summary.
N2F0001
ToTo filterfilter profilesprofilesTo filter a profile:
1. View the profile you want to filter.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select the filter option you want.
See the About Profile Filtering Options topic for information on using specific filtertypes.
4. Click AddAdd.
If you are creating a date filter, select the date range and click SaveSave OptionsOptions.Otherwise proceed to the next step.
5. Enter a filter that describes the data you want to include or exclude and click AddAdd.
6. The filter will be applied to data you import from now on. If this is what you want, orif you have additional filters to enter, click ContinueContinue.
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If you want to apply this filter to already imported data, you will need to delete allthe data in your profile and reimport your log files. If you do not still have all thelog files you have imported into this profile, you will lose data permanently bychoosing this option. To delete your profile data, click DeleteDelete ProfileProfile DataData.
N300002
AboutAbout profileprofile filterfilter optionsoptionsYou can filter profile data as follows:
FilterFilter UseUse NotesNotes
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. Forexample, you could include only traffic from within your company.
Pages You can restrict the page data in your profile to only those pagesincluded in a certain list.
Parameter values You can include or exclude data from your profile based on the value ofa certain parameter in the log file.
Before you can define included/excluded parameter values, you mustdefine one or more parameters in the profile options.
Requests are included/excluded according to the parameter valuesassociated with each individual request. Parameter values associatedwith 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 yourprofile.
Traffic from certain user agents is excluded by default. For example, toresolve page titles Unica NetInsight requests information from yourWeb server and these requests are recorded in your log file. By default,Unica NetInsight does not import this traffic data.
Users You can include or exclude data about specific users from your profile.For example, you could exclude user names from your company inorder to get an accurate analysis of who is visiting your site fromoutside your company.
Selected pages from ex- You can include selected pages from the excluded page types in yourcluded page type profile. For example, if Unica NetInsight is configured to exclude all
.shtml files, you could specify a particular .shtml file to be allowed.
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44 ImportingImporting LogLog FilesFiles
■ To add log files to a profile■ To add clustered log files to a profile■ Manually specifying a log file format■ 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
N310001
ToTo addadd loglog filesfiles toto aa profileprofileThese instructions are for single servers. If you need to analyze log files fromclustered 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 filesto a profile at any time.
1. View the profile to which you want to add log files.
2. Click the OptionsOptions tab.
3. From the Options panel, select MainMain > LogLog FilesFiles.
4. Click AddAdd.
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 AutoAuto DetectDetect to have Unica NetInsightdetermine the format.
If your log files are in a non-standard format, you must first create a custom logformat definition in Unica NetInsight. See the instructions for defining a customlog file format.
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7. Specify the path to the log file(s).
• If the files are available on the local network, enter the path and file name. Or, ifit is available, click BrowseBrowse to find the file.
• If the files are available from an FTP server, click BrowseBrowse and enter theconnection information for the server. On some UNIX FTP servers, the initialpath is the complete system path to directory containing the log files. OnWindows FTP servers the initial path is usually relative to the FTP root directory.
• You can use pattern matching to specify which log files to use at the given pathlocation. For example, to use all log files at the specified path, modify the filename portion of the path to *.*. Or, to specify that only log files that match thepattern 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 AddAdd.N320001
ToTo addadd clusteredclustered loglog filesfiles toto aa profileprofileUnica NetInsight can analyze log files that are clustered for a single site or for multiplesites. The log files can be from load-balanced servers or from servers that each deliverdifferent content. It is even possible to analyze Web servers clustered for multiple siteswhen 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 filesat the same time and the log files must use the same naming scheme. This means thatall 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 filesdaily at midnight. If, for January 1, 2008, the log file for each server is named20080101.log, Unica NetInsight can analyze the log files. If the log files are namedServer1.20080101.log, Server2.20080101.log, and Server3.20080101.log, UnicaNetInsight will not be able to analyze the log files correctly. (You may find it helpful tostore the log files for each server in a separate directory with the same name as theserver.)
1. View the profile for which you want to use clustered log files.
2. Click the OptionsOptions tab.
3. In the Options panel, select MainMain > LogLog FilesFiles.
4. In the LogLog filesfiles areare list, select the configuration that matches the log files you wantto analyze:
• ClusteredClustered forfor aa singlesingle sitesite: Multiple servers, all of which are serving the samecontent. Hits to the servers are load balanced among the different servers sothat a request to the site can go to any one of the servers. For example, if a userrequested your home page, any one of the servers could serve the page.
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• ClusteredClustered forfor multiplemultiple sitessites: Multiple servers that are part of the same domain.Each site serves different content. For example, in the yoursite.comyoursite.com domaindomain, theserver home.yoursite.comhome.yoursite.com serves the home page and general content, and theserver catalog.yoursite.comcatalog.yoursite.com serves the catalog pages. Within each site in thecluster, you can also have multiple load-balanced servers. For example, thecatalog pages could be served by any of three servers clustered ascatalog.yoursite.comcatalog.yoursite.com.
The servers should usually be part of the same domain. If you need to clusterservers from different domains, contact Unica technical support.
5. Click SaveSave OptionsOptions > ContinueContinue.
6. Click ServerServer 11 > EditEdit.
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 foreach site. In the example earlier, you would use http://home.yoursite.comhttp://home.yoursite.com for the firstserver and http://catalog.yoursite.comhttp://catalog.yoursite.com for the second. (Load-balanced servers withina site should all use the same URL. For example, all three servers clustered ascatalog.yoursite.comcatalog.yoursite.com would use http://catalog.yoursite.comhttp://catalog.yoursite.com.)
If you are analyzing log files from servers clustered for multiple sites, the URLyou enter here overrides the URLURL ofof thethe sitesite beingbeing analyzedanalyzed setting in yourprofile's General options.
8. Click AddAdd to add additional servers. You must create a server entry for each serverin the cluster. When you are through adding all of the servers, you need to specifythe location of each server’s log files.
9. To specify the location of a server’s log files, select the server, and click Add/EditAdd/EditLogLog FilesFiles.
10. Click AddAdd.
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 AutoAuto DetectDetect to have Unica NetInsightdetermine the format.
If your log files are in a non-standard format, you must first create a custom logformat definition in Unica NetInsight. See the instructions for defining a customlog file format.
13. Specify the path to the log file(s).
• If the files are available on the local network, enter the path and file name. Or, ifit is available, click BrowseBrowse to find the file.
• If the files are available from an FTP server, click BrowseBrowse and enter theconnection information for the server. On some UNIX FTP servers, the initialpath is the complete system path to directory containing the log files. OnWindows FTP servers the initial path is usually relative to the FTP root directory.
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• You can use pattern matching to specify which log files to use at the given pathlocation. For example, to use all log files at the specified path, modify the filename portion of the path to *.*. Or, to specify that only log files that match thepattern 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 AddAdd > ContinueContinue.
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 BackBack toto ServersServers andrepeat 9 through 15 for the remaining servers.
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ManuallyManually specifyingspecifying aa loglog filefile formatformat■ 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
N33000A
ToTo definedefine aa customcustom loglog filefile formatformat1. On the toolbar, click the Administration icon.
2. Click the OptionsOptions tab.
3. In the Options panel, select MainMain > CustomCustom LogLog FormatsFormats.
4. Click AddAdd.
5. Enter a name for the log file format.
6. Enter the log file format.
7. Click SaveSave OptionsOptions.
After you specify a custom log format, it appears in the FormatFormat ofof loglog file(s)file(s) list whenyou add or edit log files. Custom log formats cannot be automatically detected, soyou must specify the format for each log file that uses it.
N390001
AboutAbout fieldsfields inin customcustom loglog formatformat definitionsdefinitionsThe log format that you enter should consist of field identifiers and literal characters.
• Field identifiers are strings of the form %NAME%. Field identifiers are place-holdersfor variable information.
• Literal characters include any character that is not part of a field identifier, includingspaces and tabs. Literal characters must be specified in the custom format exactlyas they appear in the log file.
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Matching literal characters appearing immediately before and after a field identifier aretreated as field delimiters — indicating that any value between them should beconsidered the field value. The most common field delimiter is a quotation mark. A fieldvalue cannot contain a field delimiter. A field that does will cause the log file line to beparsed incorrectly and subsequently ignored.
Unique field identifiers can be used only once per custom log format. A custom logformat must contain the mandatory field identifiers listed below.
MandatoryMandatory FieldField Identifiers:Identifiers:
FieldField IdentifierIdentifier FieldField ValueValue
%HOST% Remote host or IP address
%REQUEST% First line of the request (for example, "GET /in-dex.html HTTP/1.0")
OrPath and file name of the file requested (may also
%URL% include a query string)Or Path and file name of the requested page (must
not include a query string)%PAGE%
%DATETIME% Date and time in Common Log Format (for exam-ple, "01/Jan/2010:01:01:01 -0500")
OrTimestamp; date and time are treated as local
%CUSTOMDATE format% timeOr Timestamp; date and time are treated as GMT and
converted to local time%CUSTOMDATE_GMT
format%
Additional information is parsed automatically from the log file if any of the following fieldidentifiers are present.
OtherOther RecognizedRecognized FieldField Identifiers:Identifiers:
FieldField IdentifierIdentifier FieldField ValueValue
%BYTES% Bytes sent. A value of '-' in the log file will beconsidered equal to a value of 0.
If this field identifier is not present in the customlog format, the bytes transferred for each requestwill be considered zero.
%COOKIE% Cookie as supplied by the Web server ("fullcookie")*
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FieldField IdentifierIdentifier FieldField ValueValue
%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 beused only with %PAGE%)*
%SANECOOKIE% Cookie as supplied by the Unica Web Server Plug-in*
%SANESTOP% Connection status as supplied by the Unica WebServer Plug-in
%SITE% Host name or IP address of the site to which therequest is made (can be used only with%PAGE%)
%STATUS% Status of the request (HTTP status code).
If this field identifier is not present in the customlog format, the status code of the request will beconsidered 200.
%TIMETAKEN% Time taken to serve the request, in seconds
%USERAGENT% Browser and platform information, as sent by thebrowser*
%USERNAME% Remote user name*
%VHOST% Virtual host name*
* Dashes and null strings are acceptable values for these fields. They areinterpreted to mean that no value for the given field is available.
Unica NetInsight skips any field identifier not listed in the tables above unless it isnamed 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 aplaceholder that tells Unica NetInsight to skip the field. Some custom log formats maycontain place-holders such as %SKIP1%, %SKIP2%, etc.
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ExamplesExamplesNCSANCSA CommonCommon LogLog FormatFormat
The following log format (one line) defines the standard NCSA Common Log Format:
HOST% %IDENT% %USERNAME% [%DATETIME%] "%REQUEST%" %STATUS% %BYTES%
Unica NetInsight - Administrator's Guide
Note that literal characters (in this example, the brackets and quotes are literalcharacters) must appear in the log file exactly as they are specified in the customformat.
NCSANCSA CombinedCombined LogLog FormatFormat withwith UnicaUnica WebWeb ServerServer Plug-inPlug-in
The following log format (one line) defines an extension of the NCSA Combined LogFormat that includes the information generated by the Unica Web Server Plug-in:
%HOST% %IDENT% %USERNAME% [%DATETIME%] "%REQUEST%" %STATUS% %BYTES%
"%REFERRER%" "%USERAGENT%" "%SANECOOKIE%" %SANESTOP% %TIMETAKEN%
N3A0001
AboutAbout datesdates inin customcustom loglog formatformat definitionsdefinitionsYou can define a custom timestamp format to allow Unica NetInsight to parse log filesthat do not store dates in a common log format. To define a custom timestamp format,use the %CUSTOMDATE timestamp_format% or %CUSTOMDATE_GMTtimestamp_format% field identifier in place of %DATETIME% when you define yourcustom log file format.
The timestamp format you specify should consist of timestamp component identifiersand literal characters.
• A timestamp component identifier is one or more uppercase letters that are placeholders for variable information.
• A literal character is any character that is not part of a timestamp componentidentifier, including spaces. Literal characters must appear in the CUSTOMDATE orCUSTOMDATE_GMT field format exactly as they appear in the log file. Legal literalcharacters are those that are not, by themselves or in combination with others,timestamp component identifiers.
Because there is no surrounding delimiter for timestamp component identifiers, anycharacter string that can be interpreted as a timestamp component identifier istreated as one.
The table below lists the component identifiers that can be used in CUSTOMDATE andCUSTOMDATE_GMT timestamp formats. To be valid, the format must include one (andonly one) of the following:
• D, H, MI, and S.
• Either an M or MM.
• Either a Y, YY, or YYYY.
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TimestampTimestamp ComponentComponent Identifiers:Identifiers:
ComponentComponent IdentifierIdentifier ComponentComponent ValueValue
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”)
ExamplesExamplesCustomCustom DateDate FormatsFormats
The following field identifiers define a timestamp format that can be used to parse datessuch as “2010-10-01 12:34:56”:
%CUSTOMDATE Y-M-D H:MI:S%
77
%CUSTOMDATE_GMT Y-M-D H:MI:S%
The following field identifiers define a timestamp format that can be used to parse datessuch as “10/01/2010 12:34:56”:
%CUSTOMDATE M/D/Y H:MI:S%
%CUSTOMDATE_GMT M/D/Y H:MI:S%
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AboutAbout tab-delimitedtab-delimited fieldsfields inin customcustom loglog formatformatdefinitionsdefinitionsOutside of field identifiers and the CUSTOMDATE and CUSTOMDATE_GMT fields,NetInsight interprets \t as an embedded tab. It will expect to see a literal tab character inthe log file at that location. The interpetation is case-sensitive; NetInsight interprets \Tas a back slash followed by the letter T.
When defining a custom log format, if you need to type a back slash followed by alower-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.
ExamplesExamplesTab-DelimitedTab-Delimited FieldsFields
The following log format defines a variation of the standard NCSA Common Log Formatwhere fields are tab delimited and the request method and protocol are storedseparately from the URL requested (all one line):
%HOST%\t%IDENT%\t%USERNAME%\t[%DATETIME%]\t
%METHOD%\t"%URL%"\t%PROTOCOL%\t%STATUS%\t
%BYTES%
Unica NetInsight - Administrator's Guide
The following field identifiers define a timestamp format that can be used to parse datessuch as “2010-04-01<tab>12:34:56”:
%CUSTOMDATE Y-M-D\tH:MI:S%
%CUSTOMDATE_GMT Y-M-D\tH:MI:S%
N340001
AboutAbout loglog filesfiles onon FTPFTP serversserversWhen you specify the location of a profile's log files you can specify the location as anFTP server. There are several considerations related to FTP servers to be aware of.
• Each time you update a profile Unica NetInsight contacts the FTP server. If a logfile’s size has changed since the last time the profile was updated Unica NetInsightdownloads the file again. For large log files this can be a slow process. Therefore, itis recommended that you rotate your log files daily (or weekly if your traffic is low).
• If a firewall separates the Unica NetInsight server and the FTP server, you mayneed to configure Unica NetInsight to access the FTP server in passive mode. Thisoption is enabled by default in Unica NetInsight. For details, see instructions foraccessing FTP servers in passive mode.
N350001
78
To specify the date format of your log files
ToTo specifyspecify thethe datedate formatformat ofof youryour loglog filesfilesThis configuration applies only to Microsoft log files in the IIS Standard/Extended orMicrosoft Proxy format.
If you are analyzing Microsoft log files, you must specify in what format the log filesstore 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 OptionsOptions tab.
3. In the Options panel, select MainMain > LocaleLocale.
4. In LogLog filefile datedate formatformat, select the date format used in your log files.
5. Click SaveSave OptionsOptions.
The change will be applied to all new log file data you import. If you want thischange to be applied to log file data you have already imported, you must deleteyour profile data and reimport the log files.
N360001
ToTo processprocess onlyonly datadata forfor thethe configuredconfigured sitesiteIf your log files contain data for more than one site, you can configure Unica NetInsightto only import data for the site the profile is configured to analyze.
To use this option successfully, the profile's URLURL ofof thethe sitesite beingbeing analyzedanalyzed settingmust 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 OptionsOptions tab.
3. In the Options panel, select MainMain > AdvancedAdvanced.
4. Check OnlyOnly processprocess traffictraffic toto thethe configuredconfigured sitesite.
5. Click SaveSave OptionsOptions.
The change will be applied all new log file data you import. If you want this changeto be applied to log file data you have already imported, you must delete your profiledata and reimport the log files.
N370001
ToTo selectselect aa timetime zonezone forfor aa newnew profileprofileA profile can display data in any time zone, regardless of the time zone in the web siteor page tag server log file. If you use web site log files instead of page tags, ensureyour web server includes the time zone in the log files. Unica NetInsight cannot changethe display time zone if the initial time zone is unknown.
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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, UnicaNetInsight converts the times in W3C Extended logs to the local time of the UnicaNetInsight installation.
It is strongly recommended that the time zone not be changed after production datahas been imported into the profile.
1. View the profile in which you want to select a time zone.
2. Click the OptionsOptions tab.
3. In Options panel, select MainMain > AdvancedAdvanced.
4. Check ConvertConvert datesdates andand timestimes toto locallocal timetime zonezone.
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 willdisplay the correct times and dates all year. If the local time zone you select doesnot observe daylight saving time, you must manually modify the profile'sconfiguration file so the value of the <converttimes> element is a time zoneidentification that is valid all year. For example, for most locations in Arizona,<converttimes>America/Phoenix</converttimes> ensures the correcttimes and dates all year. If you do not modify the configuration file, you will need tochange the value in the profile options after each time change but before you importany post-change data into the profile.
6. Click SaveSave OptionsOptions.N380001
ToTo stopstop conversionconversion ofof datesdates andand timestimes inin W3CW3Cloglog filesfiles
Most W3C log files store date and time in Greenwich Mean Time. By default, UnicaNetInsight converts dates and times in W3C log files to the local date and time of theUnica NetInsight installation. If your W3C log files do not store dates and times inGreenwich Mean Time you must configure Unica NetInsight not to convert them.
1. View the profile in which you want to stop date and time conversion.
2. Click the OptionsOptions tab.
3. In the Options panel, select MainMain > AdvancedAdvanced.
4. Check convertconvert datesdates andand timestimes toto locallocal timetime zonezone.
5. Click SaveSave OptionsOptions.
80 Unica NetInsight - Administrator's Guide
To stop conversion of dates and times in W3C log files
The change will be applied to all new log file data you import. If you want thischange to be applied to log file data you have already imported, you must deleteyour profile data and reimport the log files.
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N10166
55 WorkingWorking withwith PagePage TagsTags
■ What is page tagging?■ Introduction to page tagging■ Setting up basic page tagging■ Adding dimensions to tags■ Including cookie data in page tag requests■ Tagging events■ Tagging retail activity■ Tagging applications and widgets■ Reference
N3C0002
WhatWhat isis pagepage tagging?tagging?Page tagging is an alternate method for traffic information about your site that goesbeyond the standard data recorded by default in your Web server log files.
Basic page tagging involves sending information to Unica NetInsight every time a pageloads in a visitor's web browser. You can customize page tagging to also sendinformation when a visitor interacts with a tagged page (for example, uses a particularnavigation item or starts a video).
You can use direct tags to send data to Unica NetInsight when JavaScript rendering isnot possible (such as in cell phone applications or Flash widgets). Direct tags are alsoknown as web beacons.
N3D0001
IntroductionIntroduction toto pagepage taggingtagging■ When to use page tagging■ How page tagging works■ Basic page tagging data, dimensions, and metrics
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■ About the page tag image query string■ Page tagging options settings in Unica NetInsight■ Planning your tags
N3D0007
WhenWhen toto useuse pagepage taggingtaggingUse page tagging when:
• You do not have access to the log files of your Web site’s server and you want toanalyze traffic on the site.
• You want to analyze additional information (such as screen resolution) about yoursite’s visitors that is not transferred during a page request but is transferred during apage tag request.
• You want to track events, which are any actions on your Web site other than loadinga page. Events include but are not limited to the following: changing a field on aform, selecting an option in a drop-down list box, submitting a form. Events areplentiful in Rich Internet Applications (RIAs) such as Flash or AJAX applications.
N450002
HowHow pagepage taggingtagging worksworksPage tagging works as follows.
1. In each page on your site that you want to track, you place a page tag. A page tagis an HTML reference to the page tag script. If you want to track every page on yoursite, you can paste the page tag in a common include file such as a footer.
2. The page tag script (ntpagetag.jsntpagetag.js) is a JavaScript file that includes functions thatcollect information about visitors to your tagged pages. It converts the informationinto name/value pairs that can be read by Unica NetInsight. Unica provides you withthe page tag script. You customize it as desired and place it on a publicly accessibleWeb server (typically the same one that serves your site).
3. The page tag script includes a request for the page tag image. The page tag imageis a one-pixel transparent image which you place on a publicly accessible Webserver, usually in the server’s HTML document root or in an image folder. Althoughyou can place the page tag image on the same server as the Web site you want totag, it is not necessary. In some cases, it is preferable to place it on a separate Webserver. When a request for the image file is sent, the visitor information that wasprocessed by the page tag script is sent with the request. A request for the page tagimage is made each time a visitor loads a tagged page or executes a tagged event.
N460002
BasicBasic pagepage taggingtagging data,data, dimensions,dimensions, andand metricsmetricsBy default, page tagging collects the following visitor information:
• IP address
• GMT date/time
• Page request with query string
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• 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:
• Page
• Entry Page
• Exit Page
• Referrer
• Browser
• Platform
• Geographic Data (Country, City, Time Zone, Organization, etc.)
• Date
• Time
• Day of the Week
These are the default metrics:
• Number of visitors
• Number of views
• Number of visits
• Number of new visitors
• Number of repeat visitors
• Total time online
• Average viewing time
• Average visit duration
• Views per visit
You can customize page tagging to track and report on a range of other visitor activitiessuch as shopping cart activity, form interaction, clicks on links to external sites,interaction with a Rich Internet Applications (RIA) like Flash, or any other event. Pagetags can be customized on a page-by-page basis using optional page-specific variables.
N470002
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Introduction to page tagging
AboutAbout thethe pagepage tagtag imageimage queryquery stringstringThe information Unica NetInsight analyzes is sent via name-value pairs in requests forthe page tag image. NetInsight recognizes some names by default and will store andanalyze the values. If you want to analyze more information, you can add name-valuepairs to the page tag and then create parameters in NetInsight so that information isstored and reported on.
Below is a sample HTTP request for the page tag image. In the request: js=JavaScriptsupport; ts=a JavaScript timestamp; lc=requested page; rf=referrer; rs=screenresolution; 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"
85
N480002
PagePage taggingtagging optionsoptions settingssettings inin UnicaUnica NetInsightNetInsightPage tag image requests can be analyzed either separate from or along with the webserver log entries for the original page request. So you can selectively tag the pagesyou want to track, or collect additional information on a specific subset of pages. Youcan also track pages in instances when you don't have access to a site's web serverlogs.
There are several ways to use page tag data in a profile:
• NotNot usedused: Disables page tagging. However, requests for the page tag image countas hits.
• UsedUsed onlyonly toto augmentaugment loglog filesfiles withwith additionaladditional datadata: Requests for the page tag imagecount as hits but not as page views. Augmenting log files with page tag data letsyou capture additional client-side information like screen resolution or track likeshopping cart adds and removes.
• UsedUsed insteadinstead ofof loglog filesfiles toto collectcollect datadata forfor aa singlesingle sitesite: This is the most commonpage-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 tagsto track on-page events like shopping cart activity.
This mode expects pages to be logged in the formathttp://www.host.com/page.html. NetInsight parses the host from the URLand compares it (without respect to case) to the URL of the site being analyzed (asdefined in GeneralGeneral optionsoptions), or the server URL if your log files are clustered formultiple sites. If they match the host is removed from the URL and the requestcounts as a page view. If they do not match, the request is not counted.
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• UsedUsed insteadinstead ofof loglog filesfiles toto collectcollect datadata forfor multiplemultiple sitessites: Requests for page tagimages count as page views. Non-page tag requests are not counted. Pages appearin NetInsight reports as full URLs (as they do when NetInsight is configured toprocess log files clustered for multiple sites). If you are using page tags to collectdata for multiple sites, you must use this mode so that NetInsight can differentiatebetween page tags generated for identically named pages from different sites .
• UsedUsed inin additionaddition toto loglog filesfiles toto collectcollect datadata forfor multiplemultiple sitessites: Requests for page tagimages and non-page tag requests both count count as page views. (Non-page tagrequests are prefixed with the URL in the GeneralGeneral optionsoptions, or the server URL if thelog files are clustered for multiple sites.)
Use this mode if you want to use log files in conjunction with page tags for yourmain site, or if portions of your site come from other web sites whose logs youcannot access. In that case you would tag the pages on those remote sites. Pagetags generated from the remote sites count as page views. The pages from eachsite 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 willbe counted twice. Using event tags only will not result in traffic being counted twice.
If a page tag request includes pv=pv= or ev=ev=, those values will override the PagePageTaggingTagging option’s default behavior for page views.
N490002
PlanningPlanning youryour tagstagsIn order to get the most from page tags, you must understand your organization'sreporting needs. Unica strongly recommends that you review the reporting needs withUnica Professional Services. If Professional Services is not involved, use iterativerounds of testing in a data validation profile to ensure the tags meet the reportingrequirements.
When you implement page tagging for web analytics, you will be customizing individualweb site pages. You may need to revise these tags, which involves working with your ITdepartment to change your web site pages.
N3E0002
SettingSetting upup basicbasic pagepage taggingtagging■ 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
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■ What to do when JavaScript is disabled■ Using page tagging with secure pages■ To normalize query string parameter values
N3E0008
BasicBasic pagepage taggingtagging deploymentdeployment checklistchecklistBasic page tagging encompasses those tasks and considerations necessary to deploypage tagging at its out-of-the-box level of functionality. These are listed here. Individualsteps are described in greater detail later in this document.
1. Acquire the Page Tag package from Unica.
2. Deploy the page tag image to a web server that meets the requisite accessibility andlog format requirements.
3. Edit the page tag script to point to the location of the page tag image. Deploy thepage tag script to a location accessible to your tagged pages.
4. Tag you web pages. At a minimum individual pages need to include a call to thepage tag script.
5. Verify that page tagging is working.
6. In NetInsight's Profile Administration, configure your profile(s) to import logs from thepage tag image's web server. In ProfileProfile AdministrationAdministration > MainMain > PagePage TaggingTagging,specify how NetInsight should use page tag data (for example, to augment standardlog data or in place of standard log data).
N4A0002
AboutAbout thethe pagepage tagstags packagepackageIn order to use page tags you need the Page Tags package. The Page Tags package isa zip file that includes the files you need to get started tagging your site. Specifically itcontains:
• The the page tag script (ntpagetag.js).
• The page tag image (ntpagetag.gif)
• A sample of a tagged HTML (sample.html). The sample page contains the scriptcall to ntpagetag.js that you will need to place in all your tagged pages. It alsoincludes examples of page-specific variables you can place on individual pages thatyou want to process specially.
To download the Page Tags package go to http://customers.unica.com/home.cfm >Software Downloads > Unica Web Analytics Page Tagging Script.
N4B0002
ToTo deploydeploy thethe pagepage tagtag imageimageDeploying the page tag image means simply placing it (ntpagetag.gif) in anaccessible location on a publicly accessible web server. This is typically in the server'sHTML document root or in an image folder. You can place the image on the same webserver as the site you want to tag but it is not necessary.
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LogLog formatformat requirementsrequirements forfor thethe pagepage tagtag imageimage webweb serverserver
It is important to understand that it is from the page tag image's web server logs thatNetInsight gets its page tag data. So you must be able to access these logs, and theymust be in a format Unica NetInsight can read. Supported formats include:
• Microsoft IIS Standard and Extended
• NCSA Common and Combined
• Netscape Flexible
• 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 pagetag script.
N4C0002
ToTo editedit andand deploydeploy thethe pagepage tagtag scriptscript1. Open the page tag script (ntpagetag.js) in a text editor.
2. Change the value of the NTPT_IMGSRCNTPT_IMGSRC variable to the location of the page taggingimage.
If your web content, the page tag image, and the page tag script will all be deliveredfrom the same server you can use a relative path. Otherwise, use an absolute path.You can use NTPT_HTTPSIMGSRCNTPT_HTTPSIMGSRC to specify the location using secure protocol.
3. Make any desired changes to the required or optional variables in the page taggingscript to control which fields are included in the page tag and the default page tagsettings.
Unica does not recommend disabling the default fields (defined in theNTPT_FIELDSNTPT_FIELDS variable).
4. Place the page tag script on a publicly accessible web server. Confirm that the scriptis publicly accessible.
You are now ready to tag your pages.N4D0002
ToTo tagtag youryour sitesite pagespagesTo tag your web site pages:
1. Open sample.html in a text editor and find the NetInsight page tag, which consists ofthese lines:
<!-- BEGIN: Unica Page Tag -->
<!-- Copyright 2001-2010, Unica 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="">
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Setting up basic page tagging
</noscript>
<!-- END: Unica Page Tag -->
89
2. If necessary, change the script element’s src attribute to match the location of thepage tag script (ntpagetag.js). If the page tag script is on the same server asyour Web site content, you can use a relative path. Otherwise, use an absolutepath.
3. If necessary, change the img element’s src attribute to match the location of thepage tagging image (ntpagetag.gif).
4. Copy and paste the page tag into each page on your site you want to track withUnica NetInsight. If you want to track the entire site, paste the page tag into themaster 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 theWeb server.
If you don't need to make more advanced customizations (such as modifying tags on apage-by-page basis or using tags to track events or retail activity) you are finishedconfiguring your web site to use page tags. Next you should verify that your page tagsare working.
For instructions on viewing the data you are collecting in Unica NetInsight reports seethe Unica NetInsight Reports User's Guide.
N4E0001
VerifyingVerifying thatthat thethe pagepage tagstags areare workingworkingYou can verify that the page tags are working by ensuring that the page tag server’s logfiles contain requests for the Unica page tag image (ntpagetag.gif). The log files shouldcontain one line for each request for the ntpagetag.gif image, which is caused by avisitor 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".
N2D0001
ToTo enableenable pagepage tagstags1. View the profile in which you want to analyze data collected from page tags.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select MainMain >> PagePage TaggingTagging.
4. In the PagePage tagstags areare list, select the mode that matches the data collectionmechanism you want to use.
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5. Click SaveSave OptionsOptions and then click ContinueContinue.
If you selected NotNot usedused, 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 Addagain.
b. To edit a filter, select the filter in the list, click Edit, make your changes and clickSave Changes.
c. To delete an image, select the image and click Delete.
When you import data into Unica NetInsight from now on, Unica NetInsight willanalyze 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 ContinueContinue.
If you want Unica NetInsight to use the current image list on data you have alreadyimported, you 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 willlose data permanently by choosing this option.
To delete your profile data, click DeleteDelete ProfileProfile DataData.N4F0002
WhatWhat toto dodo whenwhen JavaScriptJavaScript isis disableddisabledBecause 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 thatrequests the page tag image directly. You can pass other information with that request,as desired. For example:
However, because robots and spiders cannot execute JavaScript, you may find thattracking only the visitors with JavaScript enabled is an effective way to separate humanfrom non-human visitors.
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UsingUsing pagepage taggingtagging withwith securesecure pagespagesThe security of the page tag request is determined by the protocol used to call the pagetag image and the page tag script. The page tag script contains calls for the page tagimage using both HTTP and HTTPS. The script will automatically use the correctvariable to match the protocol of the page from which the request is sent. If you specifya relative path to the page tag script in your page tags, your visitors’ browsers willautomatically use the correct protocol.
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If you will be tagging pages that are all secure or all not secure, use the appropriateprotocol for the page tag script. If you will be tagging a mix of pages that are secure andpages that are not secure place the page tag script on the same server as your Website content and in your page tags use a relative path to the script location.
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ToTo normalizenormalize queryquery stringstring parameterparameter valuesvaluesThe administrative option NormalizeNormalize lclc query-stringquery-string parametersparameters enables you to convertall lc query string parameter values to lowercase. If the option is selected, UnicaNetInsight converts the values to lowercase. If the option is cleared, the lc query stringparameter values are unchanged unless you use URL Search and Replace rules tomodify them. This option applies only to lc parameter values that include the protocoland host.
1. Open the administration home page by clicking on the Administration icon ( ).
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select MainMain >> AdvancedAdvanced.
The AdvancedAdvanced optionsoptions screen opens.
4. Select NormalizeNormalize lclc query-stringquery-string parametersparameters to convert all query string parametervalues to lowercase.
N3F0002
AddingAdding dimensionsdimensions toto tagstags■ About adding dimensions to tags■ Default dimensions■ Standard dimensions Unica NetInsight recognizes automatically■ About using custom dimensions■ Adding a dimension to a tag
N3F0009
AboutAbout addingadding dimensionsdimensions toto tagstagsA dimension is an item of content you want to measure. Dimension values determinethe rows in a Unica NetInsight report. For example, Entry Page and Referrer aredimensions.
There are three categories of dimensions:
• Default dimensions for which basic page tags automatically collect data.
• Standard dimensions that Unica NetInsight recognizes automatically when you addthem to the tag
• Custom dimensions that Unica NetInsight must be configured to recognize whenyou add them to the tag
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Direct tags do not have default dimensions because they do not call the page tag script.N520002
DefaultDefault dimensionsdimensionsFor basic page tags and event tags, the default dimensions are determined by the pagetag script (ntpagetag.js). You can edit the script to disable some of the defaultdimensions, although Unica does not recommend it.
For details, see documentation on the NTPT_FIELDS variable.
Direct tags do not have default dimensions because they do not call the page tag script.N530002
StandardStandard dimensionsdimensions UnicaUnica NetInsightNetInsight recognizesrecognizesautomaticallyautomaticallyUnica NetInsight automatically recognizes information passed via the following standarddimensions. Unica NetInsight reports on their values without the need to first configureparameters for them.
NameName DescriptionDescription ValueValue // ExampleExample
ets Unique floating pointer used by your visitors' Numberbrowsers to help avoid cached page tagrequests. The page tag script sets the valuefor this dimension automatically.
ev Type of event Any text value
lk Code that tells Unica NetInsight to count the 1page tag request as a link to an external site.
lk=1
pv Code that determines whether or not Unica 0, 1NetInsight counts the page tag request as apage view. A value of 0 does not count therequest as a view. A value of 1 counts therequest as a view.
Use pv=0 when using a page tag to sendvisit-level data. When using page tagging toaugment log files with additional data, usepv=1 to count the request as a view. Whenusing page tagging instead of log files, youdo not need to specify pv=1 because count-ing the page tag image request as a pageview is the default behavior in this mode.
rta Products added to the shopping cart on the List of product SKUs, quantities, and valuescurrent page separated by semi-colons
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NameName DescriptionDescription ValueValue // ExampleExample
rtc Products purchased List of product SKUs, quantities, and valuesseparated by semi-colons
rti Order ID associated with the current page String
rtr Products removed from the shopping cart on List of product SKUs, quantities, and valuesthe current page 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 code). NumberUnica NetInsight uses this dimension to de-
sc=404termine which requests are errors.
site Name of the site (used to filter data into Stringprofiles)
ts Unique floating point identifier used by your Numbervisitors' browsers to help avoid cached pagetag requests. The page tag script sets thevalue for this dimension automatically.
un Populates values for Unica NetInsight's user Stringdimension.
vc Visit cost (the amount of money spent to Numberdrive a visitor to your site for this visit). Thevalue must be a float value and cannotinclude a currency sign or commas.
AdditionalAdditional standardstandard dimensionsdimensions forfor useuse inin directdirect tagstagsThe dimensions in this table are default dimensions in basic page tags and event tags,and Unica 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.
NameName DescriptionDescription ValueValue // ExampleExample
cd Color depth of the visitor's web browser Number
cd=32
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NameName DescriptionDescription ValueValue // ExampleExample
ck Cookies and values. The list of cookie name- Stringvalue pairs must be delimited using semi-
ck=UnicaNIODID%3Dti05RwsKyD6V50cKhLcolons and the entire list must be URL%BSessionID%3D9816106-8172encoded.
lc Requested page (including query string). The Any URLvalue must be in the form of a URL and must
lc=http%3A%2F%2Fblog.company.com%2Fpbe URL encoded.age.html
ln Language of the visitor's web browser String
ln=en
rf Referrer to the page A URL-encoded URL
rf=http%3A%2F%2Fwww.google.com%2Fsearch
rs Screen resolutions of the visitor's web brows- NumberxNumberer, expressed in width times height.
rs=1280x800
tz Time zone of the visitor's web browser URL-encoded time zone value
tz=GMT%20-04%3AOO
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Example:Example: sitesite dimensiondimensionIn Unica 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 andthen create one profile per site.
Filtering based on the site parameter is preferred to filtering based on the URL (page)for the following key reasons:
• Unlike URLs, the site dimension values are unaffected by translation services orcaching servers. (The URL of a page that is viewed through a translation service orcaching server may no longer contain the originating domain name, and thus will notbe filtered appropriately.)
• Using the site dimension ensures the filtering will work even if the URLs changeover time.
If you want to analyze multiple sites in a combined profile, use a common prefix in thesite dimension values for those sites (for example, the name of your organization forproduction servers or test for test servers). This enables you to write a simple filter forthe combined profile.
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AboutAbout usingusing customcustom dimensionsdimensionsYou can configure your tags to collect data about custom dimensions and send the datato Unica NetInsight.
You insert custom dimension data into the page tag using name-value pairs (also calledparameters). Then, you configure the appropriate profiles to recognize the parameter.
For example, if you want to analyze which content authors create the most popularcontent, you can create an author parameter and use it in the page tag query stringfor all page views. Once you have configured your profiles, the profiles contain a reportthat shows which authors have the most popular content. You can also use the author
custom dimension to filter other reports.N580002
ConstructingConstructing thethe dimensiondimension name-valuename-value pairpairThe custom dimension parameter name must meet the following requirements:
• It must use alphanumeric characters only.
• It must be unique. (Be sure you are not using the name of a default or standarddimension, even if that dimension is not currently used in your tags.)
The custom dimension parameter value must be URL encoded using theencodeURIComponent() JavaScript function.
You can either define the appropriate value for the dimension each time you add thedimension's parameter to a tag, or you can set the dimension parameter to the value ofan existing variable on your page. (Setting the dimension to a variable may not bepossible for all sites or applications. The exact method to use depends on the scriptinglanguage used by the site or application.)
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PassingPassing multiplemultiple valuesvaluesGenerally, the value in a name-value pair is a single value (for example, a single videotitle). However, you may want to pass multiple values instead (for example, a list of allads displayed during the page view). You can use a list of separated values.
To include multiple values in the name-value pair:
• Use a separator to indicate where one value ends and another begins. A comma isthe default separator, but you can also use a pipe, colon, or semi-colon.
• Configure the appropriate profiles to recognize the custom dimension parameter.
Example:Example:
<script language="Javascript">
var NTPT_PGEXTRA='ads=abchotel,discounttheater,acmecar';
</script>
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PlanningPlanning youryour customcustom dimensionsdimensionsEvery custom dimension must have a corresponding parameter defined in UnicaNetInsight. You should carefully consider your reporting needs and plan out thedimensions you need before you start creating them.
There is a limit to the number of parameters your profiles can contain. (The exact limit isdefined during the account startup process.) Because of this limit, whenever possibleyou should create parameters that you can use in multiple scenarios. You can use filtersto focus your reports on particular values, as in the following example.
Example:Example: VideoVideo andand audioaudio contentcontentSuppose your site contains video and audio content and you use event tags to trackwhen visitors start a video or audio file. Because you want to analyze video and audiocontent separately, you create two event types (ev=videostart andev=audiostart). You also want to analyze the title of the file that was started, andyou can do that with a custom dimension. Your first thought might be to create onedimension for videos and one for audio files, but you will have more reporting optionsand keep the number of parameters lower if you use one dimension for both video andaudio titles (for example, title).
If you create a title dimension, you can create the following reports:
• Report showing all pages on which visitors started a video and which videos theystarted (Page Summary with title dimension added and a filter ofev=videostart)
• Report showing all pages on which visitors started an audio file and which audiofiles they started (Page Summary with title dimension added and a filter ofev=audiostart)
• Report showing the most popular video and audio content (Parameter Summary fortitle; if you use title for other event types also, such as banner ads, add filtersev=videostart and ev=audiostart)
• Report showing the most popular video content (Parameter Summary for titlewith filter ev=videostart)
• Report showing the most popular audio content (Parameter Summary for titlewith filter ev=audiostart)
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AddingAdding aa dimensiondimension toto aa tagtagBefore adding a custom dimension, see if the data is already being collected. Forexample, the referrer value or the page URL may already contain the information. Inthat 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'sparameter. How you add the parameter depends on the type of tag.
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BasicBasic pagepage tagstags——globalglobal dimensionsdimensionsIf the dimension is one that applies to every page, add the dimension's parameter to theNTPT_GLBLEXTRA variable in the tag script (ntpagetag.js). Separate name-value pairswith ampersands.
Example: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 tovariables depends on the scripting language used by your site.)
var NTPT_GLBLEXTRA = 'site=dailyherald&un=' + userName;
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BasicBasic pagepage tagstags——locallocal dimensionsdimensionsIf the dimension applies to some pages only, you must set the parameter for thedimension to the appropriate value on each page, using the NTPT_PGEXTRA variable.Separate name-value pairs with ampersands. Make sure NTPT_PGEXTRA is in aposition where it will be parsed before the page tag script is called.
Example:Example:
<script language="JavaScript">
var NTPT_PGEXTRA='author=JohnSmith';
</script>
EventEvent tagstagsIn the JavaScript event handler or Flash ActionScript for the event being tagged, do oneof the following:
• Use ntptAddPair to define the dimension before the ntptEventTag, ntptLinkTag, orntptSubmitTag function is called.
• Use the querymod argument of the ntptEventTag, ntptLinkTag, or ntptSubmitTagfunction to define the dimension.
Example:Example:
In this example, the onclick JavaScript event handler calls the ntptEventTag functionand 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');">
DirectDirect tagstagsInclude the name-value pair for the dimension in the list of name-value pairs after thequestion mark (?) in each direct tag to which the dimension applies.
Example:Example:
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This example adds the site dimension and the visitor identification cookie.
http://pt001.unica.com/ntpagetag.gif?lc=http%3A%2F%2Fapplication%2Fsta
rt&site=application&ck=UnicaNIODID%3DcookieValue
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IncludingIncluding cookiecookie datadata inin pagepage tagtag requestsrequests■ About including cookie data in page tag requests■ About visitor identification cookies■ To capture data from additional cookies
N40000C
AboutAbout includingincluding cookiecookie datadata inin pagepage tagtag requestsrequestsThe Unica NetInsight page tag script automatically sets a visitor identification cookieand includes the cookie data in the page tag request. If your web site sets othercookies, you can configure the page tag script to include the data from those cookies inthe page tag request as well.
N5B0002
AboutAbout visitorvisitor identificationidentification cookiescookiesBy default, the Unica NetInsight page tag script assigns a cookie to visitors. UnicaNetInsight uses this cookie for visitor identification and parameter analysis. The visitoridentification cookie is set when the page tagging script loads.
Because the cookie is set through JavaScript, visitors must have JavaScript enabled intheir browser in order to be tracked. (Users who do not have JavaScript enabled appearin the unique visitor count but no page tag data is collected for them.)
You can edit the page tag script (ntpagetag.js) to add parameters to the script elementthat sets variables for the imodTag.js script that make the following changes to thevisitor identification cookie:
• Stop setting visitor identification cookies
• Change the visitor identification cookie name (not recommended if you are alreadycollecting data)
• Change the expiration period for the visitor identification cookie
• Declare a domain visitor identification cookie to track visitors across subdomainsN5C0001
ToTo capturecapture datadata fromfrom additionaladditional cookiescookiesIf desired, you can capture data from cookies set by your web site and then run reportson that data in Unica NetInsight. You can capture cookie data globally (this is, on eachpage load) or for specific pages only. Cookie names are specified as an array.
To capture your cookie data via page tags:
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1. In the page tagging script (ntpagetag.js), set NTPT_FLDS.ck to true. This enablescollection of cookie data.
Ensure that no variables used in your page tags at either the global or page levelhave their value set to ck as this would prevent collection of cookie data (forexample, NTPT_GLBLEXTRA="ck=somevalue"). For the same reason, do not usetagging functions (for example, ntptAddPair, ntptEventTag) to add a ck parameter ormodify the existing ck parameter.
2. Declare the cookie name variable. Specify the names of the cookies you want tocapture as an array.
a. To capture cookies globally, declare the NTPT_GLBLCOOKIES variable in thepage tagging script.
b. To capture cookies on specific pages, declare the NTPT_PGCOOKIES variableon those pages where you want to capture cookie data.
Examples:
NTPT_GLBLCOOKIES= ["cookie1", "cookie2"];
NTPT_PGCOOKIES= ["cookie1", "cookie2"];
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TaggingTagging eventsevents■ What is an event?■ 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
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WhatWhat isis anan event?event?An event is any on-page action other than loading a page on your site. Events includebut are not limited to the following:
• Changing a field on a form
• Selecting an option in a drop-down list box
• Submitting a form
• Clicking a link to display a page on another site
• Starting a video
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• Viewing a PDF document
• Checking an option (such as sound on/off)
Events are plentiful in RIAs such as Flash or AJAX applications.
The Unica page tag script includes special functions to use when tagging events.N5D0002
AboutAbout eventevent taggingtaggingUnlike a basic page tag, which sends a request when a page loads, an event tag sendsa request when an event occurs on a page.
Another difference is that a basic page tag calls the entire page tagging script and anevent tag calls a specific function in the script. There are three main event taggingfunctions:
• ntptEventTag
• ntptLinkTag
• ntptSubmitTag
Every event you want to track must call one of these functions in its JavaScript eventhandler or Flash ActionScript.
Events may also call ntptAddPair and ntptDropPair in conjunction with one of the mainfunctions.
CountingCounting eventsevents asas eventsevents andand notnot pagepage viewsviewsUnica NetInsight considers every call to the page tagging script a page view, even if thecall is to one of the event tagging functions. To cause an event to count as an eventand not a page view, set the field-value pair ev=eventtype using the query modifier ofthe ntptEventTag, ntptLinkTag, or ntptSubmitTag function.
BeforeBefore youyou tagtag eventseventsUnica NetInsight analyzes events that occur on tagged pages only. A visitor must haveat least one tagged page view in the visit before Unica NetInsight tracks events for thatvisitor. A tagged event is tracked only if the previous page view for the visitor matchesthe page on which the event occurred. (If you are using direct tags, the lc parameterfor the event must match the lc parameter for the previous page view.)
N5E0002
TrackingTracking anan eventevent asas aa pagepage viewviewSome events should be tracked as page views. For example, opening a PDF file istechnically an event because clicking the link that opens the PDF is an interaction with apage. Opening a PDF can not be tracked with the basic page tag, since a basic tagmust be embedded in an HTML page. However, usually what you want to analyze aboutthe PDF view is the content, not the act of opening the PDF. Even though you must tagopening the PDF using the event tagging functions, you can have Unica NetInsight trackit as a page view instead of an event.
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WhenWhen toto tracktrack anan eventevent asas aa pagepage viewviewThe main question to ask when deciding if something should be a page view or anevent is this: do you want to analyze this content in path reports? If the answer is yes,Unica NetInsight must track it as a page view.
HowHow toto tracktrack anan eventevent asas aa pagepage viewviewTo track an event as a page view, do the following:
• Do not set a value for the ev dimension.
When the ev dimension is missing, the action does not count as an event.
• Either set the pv dimension to 1 (pv=1) or remove it altogether, but do not set pv to0.
When pv=0, the action does not count as a page view.
• Use the href as the value of the lc dimension, but be sure to use URL encoding forthe value (of the href) so it does not conflict with the page tag request.
ExampleExample
<a href="article1.pdf" onclick="ntptEventTag('lc=' +
encodeURIComponent(this.href) );" target="_blank">
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N5F0001
EnsuringEnsuring linklink andand submitsubmit pagepage tagtag requestsrequests arearesubmittedsubmitted beforebefore thethe pagepage unloadsunloadsFollowing a link or submitting a form ultimately leads to the unloading of the page thatcontains the link or the form. To ensure that the request is sent before the page isunloaded, the page tag script introduces a small delay when tagging links andsubmissions. This delay is the maximum amount of time that will elapse before the pageis unloaded; if the request returns before the specified time has elapsed, the page willbe unloaded immediately, without waiting for the rest of the time.
You can configure this delay globally by setting the NTPT_MAXTAGWAIT variable. Youcan adjust the wait for an individual link or submission by using the maxtagwaitargument for ntptLinkTag or ntptSubmitTag.
The NTPT_MAXTAGWAIT variable does not introduce a delay for tags created usingntptEventTag. If you need a delay, use ntptLinkTag or ntptSubmitTag.
The default wait is one second, which is usually indiscernible to the user and is usuallysufficient to effectively capture all tagged links and form submissions.
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ToTo tagtag JavaScriptJavaScript oror AJAXAJAX eventsevents1. Ensure that each page that contains an event you want to track has been tagged
with the Unica page tag, either directly on the page or through a common includefile.
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.
Each event handler should call the appropriate event-tagging functions provided byUnica. (See the Reference chapter for details.)
4. Copy your tagged HTML pages to the Web server or your content managementsystem.
The example below shows three different ways to call the Unica event-taggingfunctions. The first instance uses the onchange attribute of the <input> HTML elementto call the ntptEventTag function directly. The second instance uses the onchangeattribute of the <input> HTML element to call the ntptEventTag function and passadditional information. In this case, the value of the text box is passed to the page tagrequest. The final instance uses a custom event handler named MyEventHandler to callthe 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>
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ToTo tagtag eventsevents inin FlashFlash 88 oror greatergreater1. Add the following function to the bottom of ntpagetag.jsntpagetag.js. Or place it in its own file
and, in the page whose Flash you want to track, call the file after you callntpagetag.jsntpagetag.js.
unicaFunctions is a handler that parses name/value pairs returned by your taggedFlash and communicates them to the ntpagetag script
function unicaFunctions(command, args) {
if (null == args) {
return;
}
var tmpargs = args.split(",");
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Tagging events
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]);
}
}
}
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2. On the page whose Flash you want to track, add this function to your FlashActionScript. It serves as a bridge to ExternalInterface.call which callsunicaFunctions. 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/valuepairs to pass to ntptEventTag. See the next section for examples.
N620001
FlashFlash pagepage taggingtagging examplesexamplesIn this example, the string "ev=videoaction&video=myvideo&videoaction=rewind" ispassed to ntptEventTag. Unica 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" );
UsingUsing ntptAddPairntptAddPair toto addadd informationinformationIf you need to add information to an event's attributes prior to firing the event, you cancall the Unica NetInsight ntptAddPair helper function.
// Visitor sets interior color to red and adds the sunroof option
this.FlashTracking( "ntptAddPair", "color,red" );
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this.FlashTracking( "ntptAddPair", "sunroof,true" );
this.FlashTracking( "ntptEventTag", "ev=PersonalizeCar" );
Unica NetInsight - Administrator's Guide
This example will result in an event tag equivalent to:
this.FlashTracking( "ntptEventTag",
"ev=PersonalizeCar&color=red&sunroof=true" );
UsingUsing ntptDropPairntptDropPair toto removeremove informationinformationWhile arguments specified in ntptEventTag are bound to just that call, name/value pairsset with ntptAddPair are stored in the JavaScript of the containing page. These pairsremain until a new page is viewed (which is effectively the length of the Flashapplication). To remove them use ntptDropPair. Building on the previous example, if thenext set of ActionScript calls are:
// Visitor removed the sunroof option and added ABS
this.FlashTracking( "ntptDropPair", "sunroof" );
this.FlashTracking( "ntptAddPair", "ABS,true" );
this.FlashTracking( "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 therebecause it was dropped by the ntptDropPair call. The "ABS=true" pair comes from themost recent ntptAddPair.
TaggingTagging FlashFlash toto tracktrack linkslinksIn 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");
}
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MarkingMarking linklink tagstags asas linkslinks toto anan externalexternal sitesiteIn Unica NetInsight, links to external sites can be analyzed in the Link Summary. Youcan 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 ntptLinkTagor 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, andUnica NetInsight does not store the page on which the visitor clicked the link.
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SendingSending visit-levelvisit-level datadata whenwhen anan eventevent occursoccursSometimes you need to send information when an event occurs, but you do not wantthe information associated with the event in your reports. For example, when a visitoruses 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 aparticular event.
You can send visit-level data by using an event tag with both of the following conditions:
• The tag does not contain ev= event tag.
• The tag contains pv=0.
The first condition keeps Unica NetInsight from registering the tag as an event. Thesecond keeps Unica NetInsight from registering it as a page view.
N420001
TaggingTagging retailretail activityactivity■ About retail activity■ Tagging product views■ Tagging additions to a shopping cart■ Tagging removals from a shopping cart■ Tagging the checkout process■ Retail page tag parameters summary■ Retail metrics
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AboutAbout retailretail activityactivityYou can use page tags to track these retail activities:
• Product views
• Shopping cart adds
• Shopping cart removes
• Checkouts
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You can tag or not tag individual retail activities, depending on your reporting needs. Forexample, 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 productviews. Similarly, if your site is a product review site and not a retail site, you can useproduct view tags without tagging cart adds, cart removes, or checkouts.
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TaggingTagging productproduct viewsviewsTo track how often a product is viewed, use the rtv ("retail view") parameter to passthe product's identifier. You can pass the rtv parameter in a page tag (throughNTPT_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:Example: PassingPassing multiplemultiple staticstatic productproduct identifiersidentifiersIn this example several product identifiers are passed as static values:
var NTPT_PGEXTRA="rtv=prod1234;prod3456;prod5678";
Unica NetInsight - Administrator's Guide
Example:Example: PassingPassing aa productproduct identifieridentifier writtenwritten byby aa scriptscriptIn 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:Example: AppendingAppending rtvrtv toto anan existingexisting NTPT_PGEXTRANTPT_PGEXTRA valuevalueIn this example, the rtv parameter is appended to the pre-existing value ofNTPT_PGEXTRA:
NTPT_PGEXTRA +="&rtv=prod1234;prod3456;prod5678";
EnsuringEnsuring productproduct viewsviews areare notnot countedcounted twicetwiceIf you pass the rtv parameter value through NTPT_PGEXTRA and the product viewpage 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 secondwhen the event tag is sent.
If NTPT_PGEXTRA passes only the rtv parameter, you can clear the value as follows:
NTPT_PGEXTRA="rtv="
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However, typically NTPT_PGEXTRA passes additional information, such asauthenticated user names, that you do not want to clear. In these cases, use thentptDropPair function to clear the rtv parameter value without clearing the otherparameters passed in NTPT_PGEXTRA. Call ntptDropPair before the event taggingfunction.
ntptDropPair(rtv);ntptEventTa('ev=cartadd&rta='sProduct + ';' +
iQuantity + ';' + fPrice);
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Another method of ensuring product views are not counted twice is to store the originalNTPT_PGEXTRA variable prior to calling the page tagging script (ntpagetag.js) andthen reset the variable after the page tag image request is sent. This is particularlyuseful in situations where there might be multiple events on the product view page (andtherefore multiple places where you would need to add ntptDropPair). The followingexample assumes that NTPT_PGEXTRA is already passing the authUser variable asthe un parameter value (see the first line of the script):
<script language="JavaScript">
var NTPT_PGEXTRA = "un=" + authUser;
var NTPT_PGEXTRA_ORIGINAL = NTPT_PGEXTRA;
NTPT_PGEXTRA +="rtv=prod1234;prod3456;prod5678";
</script>
<!--BEGIN: Unica Page Tag-->
<script language="JavaScript src="/scripts/ntpagetag.js"></script>
<!--END: Unica Page Tag-->
<script language="JavaScript">
NTPT_PGEXTRA=NTPT_PGEXTRA_ORIGINAL;
</script>
N660001
TaggingTagging additionsadditions toto aa shoppingshopping cartcartWhen a product is added to a shopping cart, pass its identifier, quantity, and unit pricein that order through the rta ("retail add") parameter. You can pass the rta parameterin a page tag (through NTPT_PGEXTRA) or in an event tag (through the querymodargument of ntptEventTag, ntptLinkTag, or ntptSubmitTag).
ntptEventTag('ev=cartadd&rta='sProduct + ';' + iQuantity + ';' +
fPrice );
The product identifier, quantity, and price are all required in order for Unica NetInsight totrack the cart addition.
Example:Example: In this example, the values for a single product are passed:
ntptEventTag('ev=cartadd&rta='prod1234 + ';' + 1 + ';' + 10.00 );
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 Unica NetInsight.
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Information for multiple products can be passed in a single call. The first three valuesmust represent the identifier, quantity, and unit price of the first product, the next threevalues the ID, quantity, and unit price of the second product, and so on.
Example:Example: This example passes values for two products:
ntptEventTag('ev=cartadd&rta='prod1234 + ';' + 1 + ';' + 10.00 + ';'
+ 'prod5678 + ';' + 5 + ';' + 5.00 );
Unica NetInsight - Administrator's Guide
N670001
TaggingTagging removalsremovals fromfrom aa shoppingshopping cartcartWhen a product is removed from a shopping cart, pass the same information that yousent when it was added. Pass the removed product's identifier, quantity, and unit pricein that order through the rtr ("retail remove") parameter.
ntptEventTag('ev=cartremove&rtr='prod1234 + ';' + 1 + ';' + 10.00 );
As with adds, information for multiple products can be passed in a single call. The unitprice must be a float value. It must not include a currency sign or commas.
N680001
TaggingTagging thethe checkoutcheckout processprocessTagging the checkout process allows Unica NetInsight to report which products a visitorpurchased, the price and quantity at which they were purchased, and the total revenuefor the order. You tag the checkout process by passing the appropriate parameters viathe 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 inan event tag (through the querymod argument of ntptEventTag, ntptLinkTag, orntptSubmitTag). These are the checkout parameters:
• rti ("retail order number"): The order identification number. Including the rtiparameter is optional. However, if it is left out Unica NetInsight will not store therevenue for this checkout separately. Instead it will add it to the revenue of any othercheckouts completed during the visit.
• rtt ("retail total revenue"): The total revenue for this order.
• rtc ("retail checkout"): The product ID, quantity, and unit price of each productpurchased.
SyntaxSyntax:
var NTPT_PGEXTRA =
"rti=sOrderID&rtt=fTotalRevenue&rtc=sProduct;iQuantity;fPrice" ;
ExampleExample: This example shows an order ABC1234 that totals $199.99 and consists oftwo products costing $150 and $49.99 respectively.
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var NTPT_PGEXTRA =
"rti=ABC1234&rtt=199.99&rtc=prod1234;1;150;prod3456;1;49.99" ;
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N690001
RetailRetail pagepage tagtag parametersparameters summarysummaryPagePage TagTag WhatWhat ItIt ReportsReports FormatFormat // ExampleExampleValueValue
rtv retail (product) rtv=sProductview
NTPT_PGEXTRA="rtv=product1;product2;product3";
rta retail (cart) add rta=sProduct;iQuantity;fPrice
ntptEventTag('ev=cartadd&rta='prod1234 + ';' + 1 + ';' +10.00 );
rtr retail (cart) re- rtr=sProduct;iQuantity;fPricemove
ntptEventTag('ev=cartremove&rtr='prod1234 + ';' + 1 + ';' +10.00 );
rtc retail (cart) check- rtc=sProduct1;iQuantity1;fPrice1;sProduct2;iQuantity2;fPrice2out
NTPT_PGEXTRA="rtc=prod1234;1;5.00;prod3456;3;19.95";
rtt retail total revenue rtt=float
rtt=210.54
rti retail order num- rti=stringber
rti=8318
vc visit cost vc=float
vc=20.00
N6A0002
RetailRetail metricsmetricsThis table lists the retail metrics that are available in Unica NetInsight reports andprovides the corresponding parameter and a description for each one.
MetricMetric ParameterParameter DescriptionDescription
Abandoned Carts rta The number of visits that have shopping carts that didnot complete the checkout process.
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MetricMetric ParameterParameter DescriptionDescription
Abandoned Revenue rta The total value of all shopping carts that did notcomplete the checkout process.
Average Order Value rtt The amount of money (on average) spent on eachorder.
Cart Abandonment rta The percentage of visits that have shopping carts thatRate did not complete the checkout process.
Cart Adds rta The number of times visitors placed a product in theirshopping carts.
Cart Removes rtr The number of times visitors deleted a product fromtheir shopping carts.
Checkout Rate rtc/rtt The percentage of visits with shopping cart activity thatcompleted the checkout process.
Checkouts rtc/rtt The number of times the checkout process wascompleted.
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 standardrevenue metric. It may include revenue (such asshipping charges and taxes) not associated with aproduct. The Revenue metric includes only revenuefrom completed web site sessions, as determined bythe NumberNumber ofof minutesminutes betweenbetween visitsvisits setting in theVisitor > Sessionization section on the Profile Optionsscreen. If Unica NetInsight identifies that a sessionmay not be complete, it does not include revenue fromthe session in the Revenue metric.
N6B0002
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DifferencesDifferences betweenbetween ProductProduct RevenueRevenue andand RevenueRevenueThe Product Revenue metric is the result of multiplying the quantity for each purchasedproduct (passed by the rtc parameter) by the price for each product (also passed bythe 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, orother fees that are not defined as products, the Revenue metric total and ProductRevenue metric total will be different.
If you want to report on shipping charges, taxes, or other fees, Unica recommends thatyou add those charges to the checkout tag as products passed by the rtc parameter.
N430002
TaggingTagging applicationsapplications andand widgetswidgets■ About 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
N430009
AboutAbout taggingtagging applicationsapplications andand widgetswidgetsIn order to track an application or widget using basic page tags, the following conditionsmust both be true:
• The application or widget must support JavaScript.
• 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 theapplication or widget to Unica NetInsight.
Direct tags and page tags are built using the same set of page tag parameters. Likepage 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 bypassthe script, there is no default direct tag. You must define in the direct tag each item ofinformation you want Unica NetInsight to receive.
Unlike page tags, direct tags work in situations where JavaScript rendering is notpossible.
N6C0002
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AnatomyAnatomy ofof aa directdirect tagtagThere are two parts to a direct tag:
• The URL for the page tag image on the Unica NetInsight server. This is the samefor every tag you set.
• A query string that contains the information you want sent to Unica NetInsight.
SimpleSimple ExampleExampleThis direct tag requests pt001.unica.com/ntpagetag.gif and passes information using thelc, site, and ck parameters:
http://pt001.unica.com/ntpagetag.gif?lc=http%3A%2F%2Fapplication%2Fsta
rt&site=application&ck=UnicaNIODID%3DcookieValue
Unica NetInsight - Administrator's Guide
The request shows up in Unica NetInsight as a page view of http://application/start, andthe page view is included in any profile that contains site=application.
ExampleExample withwith CustomCustom DimensionsDimensionsThis direct tag passes information using the lc, site, ck, and un parameters and thecustom parameters version and layout:
http://pt001.unica.com/ntpagetag.gif?lc=http%3A%2F%2Fapplication.compa
ny.com%2Fproducts%2Fproduct001&site=application&ck=UnicaNIODID%3Dcooki
eValue&un=UnicaUser&version=1.0&layout=3A
N6D0002
BestBest practicespractices forfor directdirect tagstags• 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.
• Include the site parameter in all direct tags.
• Include at least one visitor identification parameter.
• If the application or widget might be placed on a secure page or site, reference thepage tag via the secure URL.
N6E0002
AboutAbout thethe lclc parameterparameterThe value of the lc parameter indicates the page being viewed or the page on whichthe event occurred. The value must be in the form of a URL (for example,http://application) and must be encoded.
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The lc parameter should include a descriptive page name, including as much detail aspossible about what is going on within the application at the time the page tag image isrequested. Typically, content categorization can be derived directly from the value of thelc parameter.
For example, the following image request tells us that the visitor was in the productssection of the application because the lc parameter value uses a directory structure toindication content hierarchy:
http://pt001.unica.com/ntpagetag.gif?lc=http%3A%2F%2Fapplication%2Fpro
ducts%2F&site=application
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N6F0002
WhenWhen NOTNOT toto passpass thethe lclc parameterparameterYou can leave the lc parameter out of the direct tag if both of the following conditionsare true:
• You are tagging a web-based application, widget, or viral video.
• Your primary concern is the sites on which your content is installed and how manytimes it is loaded on any given page or site.
When the lc parameter is missing, Unica NetInsight reads the referring URL from theheaders 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 parameterand parse the referring URL as a parameter.
Direct tags sent from applications that are not web-based must contain an lc
parameter.N700002
WhereWhere toto placeplace youryour directdirect tagstagsThe 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 imagerequest.
N710002
MinimizingMinimizing thethe numbernumber ofof tagstagsYou should not tag events unnecessarily. If an action results in loading a new page andyou can pass the information about the event in the tag for the page view, you may notneed to tag the event.
For example, if a user clicked a Hot Products article link from an application's startpage, the tag for the subsequent product detail page could pass a click referralparameter (clickref) that specifies which link was clicked. The tag would look like thefollowing:
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http://pt001.unica.com/ntpagetag.gif?lc=http%3A%2F%2Fapplication.compa
ny.com%2Fproducts%2Fproduct001&site=application&ck=UnicaNIODID%3D81759
178198560&un=UnicaUser&version=1.0.2&layout=3A&clickref=start-
hotproducts
Unica NetInsight - Administrator's Guide
N440001
ReferenceReference■ Introduction■ Required variables■ Optional global variables■ Page-specific variables■ Event tagging functions
N44000A
IntroductionIntroductionThis section provides reference information on the functions, variables, and fieldsavailable through page tags.
N720001
RequiredRequired variablesvariables■ About required variables■ NTPT_IMGSRC■ NTPT_SET_SESSION_COOKIE■ NTPT_FIELDS■ NTPT_MAXTAGWAIT
N72000A
AboutAbout requiredrequired variablesvariablesRequired page tagging variables are defined in the page tag script (ntpagetag.js).
N760001
NTPT_IMGSRCNTPT_IMGSRCA string variable that contains the URL of the page tag image. If the page tag imageand the page tag script are on the same Web server as the pages you are tagging, youcan omit the protocol and server. However, if the page tag script is on a different serverthan the Web pages you are tracking, you must specify the fully qualified URL to thepage tag image, even if the page tag image and page tag script are located on thesame server.
SyntaxSyntax
var NTPT_IMGSRC = ‘URL’;
ExampleExample (without(without protocolprotocol andand server)server)
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Reference
var NTPT_IMGSRC = '/images/ntpagetag.gif';
115
ExampleExample (fully(fully qualified)qualified)
var NTPT_IMGSRC = 'http://mysite.com/images/ntpagetag.gif';
N770002
NTPT_SET_SESSION_COOKIENTPT_SET_SESSION_COOKIEChecks for the session cookie and sets it if it does not exist. The default session cookiename is NetInsightSessionID. You can specify a different cookie name using theNTPT_SESSION_COOKIE_NAME variable.
If you do not set this variable, it defaults to false.
SyntaxSyntax
var NTPT_SET_SESSION_COOKIE = [true,false];
ExampleExample
var NTPT_SET_SESSION_COOKIE = true;
N560001
NTPT_FIELDSNTPT_FIELDSAn 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.
SyntaxSyntax
var NTPT_FLDS = new Object();
NTPT_FLDS.lc = [true,false]; // Document location
NTPT_FLDS.rf = [true,false]; // Document referrer
NTPT_FLDS.rs = [true,false]; // User's screen resolution
NTPT_FLDS.cd = [true,false]; // User's color depth
NTPT_FLDS.ln = [true,false]; // Browser language
NTPT_FLDS.tz = [true,false]; // 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
ExampleExample
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
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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
Unica NetInsight - Administrator's Guide
N780001
NTPT_MAXTAGWAITNTPT_MAXTAGWAITThe maximum number of seconds that a call to ntptLinkTag() or ntptSubmitTag() willwait before following the link or submitting the form. The delay is intended to ensure thatthe page tag request is sent before the tagged page is unloaded. The event will beexecuted when the page tag request is returned or the specified number of seconds haselapsed, whichever happens first.
SyntaxSyntax
var NTPT_MAXTAGWAIT = number;
PossiblePossible valuesvalues
ValueValue DescriptionDescription
Any number greater than 0 The number of seconds to wait before following the link orform submission
-1 Execute the event immediately, without waiting
ExamplesExamples
var NTPT_MAXTAGWAIT = 1; // one second
var NTPT_MAXTAGWAIT = 2.5; // two and a half seconds
var NTPT_MAXTAGWAIT = 0.1; // a tenth of a second
var NTPT_MAXTAGWAIT = -1; // no delay
N730001
OptionalOptional globalglobal variablesvariables■ About optional global variables■ NTPT_HTTPSIMGSRC■ NTPT_GLBLEXTRA■ NTPT_GLBLREFTOP■ NTPT_GLBLCOOKIES■ NTPT_SET_IDCOOKIE■ NTPT_IDCOOKIE_NAME■ NTPT_IDCOOKIE_EXPIRE■ NTPT_IDCOOKIE_DOMAIN■ NTPT_SESSION_COOKIE_NAME■ NTPT_SET_SESSION_COOKIE
N73000A
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Reference
AboutAbout optionaloptional globalglobal variablesvariablesOptional global variables can be specified in the page tag script (ntpagetag.js).
N790001
NTPT_HTTPSIMGSRCNTPT_HTTPSIMGSRCThe URL of the page tag image to use when the tagged page is accessed using the“https:” protocol.
SyntaxSyntax
var NTPT_HTTPSIMGSRC = 'image';
117
ExampleExample
var NTPT_HTTPSIMGSRC = 'https://mysite.com/images/ntpagetag.gif';
N7A0001
NTPT_GLBLEXTRANTPT_GLBLEXTRAA query modifier that will be applied to every page tag and event tag. The querymodifier should contain the key-value pairs you want to add to or delete from the querystring for your tags.
SyntaxSyntax
var NTPT_GLBLEXTRA = 'key=value';
ExampleExample
// Append the 'sitetheme=blue' pair to every page tag.
var NTPT_GLBLEXTRA = 'sitetheme=blue';
N7B0001
NTPT_GLBLREFTOPNTPT_GLBLREFTOPRetrieve the referrer (the value for the “rf” field) from the top (that is, the mostcontaining) frame of the current page. Otherwise, the referrer is retrieved from thecurrent page. If you do not set this variable, it defaults to false.
SyntaxSyntax
var NTPT_GLBLREFTOP = [true,false];
ExampleExample
var NTPT_GLBLREFTOP = true;
N7C0001
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NTPT_GLBLCOOKIESNTPT_GLBLCOOKIESAn array of customer-set cookies set globally to be captured by the page tagging script.
SyntaxSyntax
var NTPT_GLBLCOOKIES = [ ];
Unica NetInsight - Administrator's Guide
ExampleExample
var NTPT_GLBLCOOKIES = ["cookie1", "cookie2"];
N7D0001
NTPT_SET_IDCOOKIENTPT_SET_IDCOOKIETells the page tagging script to set the visitor identification cookie.
SyntaxSyntax
var NTPT_SET_IDCOOKIE = [true, false];
ExampleExample
var NTPT_SET_IDCOOKIE = true;
N7E0001
NTPT_IDCOOKIE_NAMENTPT_IDCOOKIE_NAMESets the name of the visitor identification cookie.
SyntaxSyntax
var NTPT_IDCOOKIE_NAME = "";
ExampleExample
var NTPT_IDCOOKIE_NAME = "unique_visitor";
N7F0001
NTPT_IDCOOKIE_EXPIRENTPT_IDCOOKIE_EXPIREThe expiration time (in seconds) of the visitor identification cookie. If not specified thevalue defaults to 155520000 (60 months).
SyntaxSyntax
var NTPT_IDCOOKIE_EXPIRE = number;
PossiblePossible valuesvalues
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Reference
ValueValue DescriptionDescription
Any number The number of seconds until the cookie expires
ExamplesExamples
var NTPT_IDCOOKIE_EXPIRE = 315360000; // 10 years
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N800001
NTPT_IDCOOKIE_DOMAINNTPT_IDCOOKIE_DOMAINSpecifies the domain suffix for the visitor identification cookie. This allows customerswith more than one site within the same domain to use a single version of the visitoridentifaction cookie, allowing you to track cross-site visits/visitors. For example, if yoursite uses the subdomains www.mydomain.com, info.mydomain.com, andsupport.mydomain.com, you can ensure they use the same identification cookie byspecifying an NTPT_IDCOOKIE_DOMAIN value of ".mydomain.com"
SyntaxSyntax
var NTPT_IDCOOKIE_DOMAIN = "";
• The domain suffix specified as the value must include at least two periods (seeexample).
• 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.
ExampleExample
var NTPT_IDCOOKIE_DOMAIN = ".mydomain.com";
N810002
NTPT_SESSION_COOKIE_NAMENTPT_SESSION_COOKIE_NAMESets the name of the session cookie. If this variable is not set, the name of the cookiedefaults to NetInsightSessionID.
SyntaxSyntax
var NTPT_SESSION_COOKIE_NAME = " ";
ExampleExample
var NTPT_SESSION_COOKIE_NAME = "SessionID";
N770002
Version 8.2.1
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NTPT_SET_SESSION_COOKIENTPT_SET_SESSION_COOKIEChecks for the session cookie and sets it if it does not exist. The default session cookiename is NetInsightSessionID. You can specify a different cookie name using theNTPT_SESSION_COOKIE_NAME variable.
If you do not set this variable, it defaults to false.
SyntaxSyntax
var NTPT_SET_SESSION_COOKIE = [true,false];
Unica NetInsight - Administrator's Guide
ExampleExample
var NTPT_SET_SESSION_COOKIE = true;
N740001
Page-specificPage-specific variablesvariables■ About page-specific variables■ Where to put page-specific variables■ NTPT_PGEXTRA■ NTPT_PGREFTOP■ NTPT_NOINITIALTAG■ NTPT_PGCOOKIES
N74000A
AboutAbout page-specificpage-specific variablesvariablesPage-specific variables are optional variables that you can use to override the defaultpage tag settings for the page on which the page-specific variables are used. Thevariables are not included in the page tag script (ntpagetag.js).
N820001
WhereWhere toto putput page-specificpage-specific variablesvariablesPage-specific variables must be defined in the page to which you want them applied.They should be defined before the Unica page tag is loaded so they can modify thepage tag request before it is sent. Because the <head> element for the page isprocessed first, it is often a good place to define the page-specific variables.
N830001
NTPT_PGEXTRANTPT_PGEXTRAA list of field-value pairs that will be applied to the page tag for the current page. Todelete a field from the page tag, set it to an empty value. Although you can add anyfield-value pair, some fields are recognized automatically by Unica NetInsight and donot require you to create a parameter in order for them to appear in Unica NetInsightreports.
SyntaxSyntax
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Reference
var NTPT_PGEXTRA = 'field=value&field=value&field=value[...]';
121
ExampleExample
// 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';
N840001
NTPT_PGREFTOPNTPT_PGREFTOPRetrieve the referrer (the value for the “rf” field) from the top (that is, the mostcontaining) frame of the current page. Otherwise, the referrer is retrieved from thecurrent page.
SyntaxSyntax
var NTPT_PGREFTOP = [true,false];
ExampleExample
var NTPT_PGREFTOP = true;
N850001
NTPT_NOINITIALTAGNTPT_NOINITIALTAGThis variable can be set at both the global and page level. Its default is false. When setto true at the global level, it stops the page tag script from collecting initial page loaddata for all pages. When set to true at the page level, it stops the page tag script fromcollecting 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 augmentmode (where data is collected from both page tags and logs) as it prevents duplicatedata from being collected. Event tags for pages will still be sent.
SyntaxSyntax
var NTPT_NOINITIALTAG = [true,false];
ExampleExample
var NTPT_NOINITIALTAG = false;
N860001
NTPT_PGCOOKIESNTPT_PGCOOKIESAn array of customer-set cookies for a specific page to be captured by the page taggingscript.
SyntaxSyntax
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var NTPT_PGCOOKIES = [ ];
Unica NetInsight - Administrator's Guide
ExampleExample
var NTPT_PGCOOKIES = ["cookie1", "cookie2"];
N750001
EventEvent taggingtagging functionsfunctions■ ntptAddPair■ ntptDropPair■ ntptEventTag■ ntptLinkTag■ ntptSubmitTag
N75000A
ntptAddPairntptAddPairAdd the specified key-value pair to the query string of the next event tag to fire. If thekey already exists in the query string, the value will be replaced. If the value is empty(‘’), the key will be dropped.
SyntaxSyntax
ntptAddPair( key, value )
ArgumentArgument DescriptionDescription
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.
ExampleExample
ntptAddPair( "color", "red" );
N870001
ntptDropPairntptDropPairDrop the specified key-value pair from the query string of the next event tag to fire.
SyntaxSyntax
ntptDropPair ( key )
ArgumentArgument DescriptionDescription
key The name of a name-value pair to drop from the next event tag to fire.
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Reference
ExampleExample
ntptDropPair( tmpargs[0] );
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N880001
ntptEventTagntptEventTagFires an event tag using the working query string. This function should be called from adocument element’s event handler.
SyntaxSyntax
ntptEventTag ( [querymod] )
ArgumentArgument DescriptionDescription
querymod A query modifier for the event tag. It modifies the working query string forthe page tag.
ExampleExample
ntptEventTag( "ev=pickcolor" );
N890001
ntptLinkTagntptLinkTagTags a link that would otherwise not be accessible to page tagging. These links includedownloads, non-HTML pages, and pages on other Web sites. This function must becalled from the onclick attribute of a link and should return the value of the function tothe onclick handler.
Link tags are not modified by the NTPT_PGEXTRA variable.
SyntaxSyntax
ntptLinkTag ( linkobj [, querymod [, maxtagwait]] )
ArgumentArgument DescriptionDescription
linkobj A link object. The keyword "this" tells the function to follow the link aftertagging it.
querymod A query modifier for the link tag. It modifies the working query string for thepage tag.
maxtagwait The maximum number of seconds that the call will wait before following thelink. This overrides the global wait time specified by NTPT_MAXTAGWAIT.
ExampleExample
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onclick="return ntptLinkTag( this );"
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ntptSubmitTagntptSubmitTagTags form submissions. This function must be called from the onsubmit attribute of aform and must return the value of the function to the onsubmit handler.
SyntaxSyntax
ntptSubmitTag( formobj [, querymod [, maxtagwait]] )
ArgumentArgument DescriptionDescription
formobj A form object. The keyword this tells the function to submit the form aftertagging it.
querymod A query modifier for the submit tag. It modifies the working query string for thepage tag.
maxtagwait The maximum number of seconds that the call will wait before submitting theform. This overrides the global wait time specified by NTPT_MAXTAGWAIT.
ExampleExample
return ntptSubmitTag( document.myform );
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66 ConfiguringConfiguring ReportingReportingOptionsOptions
■ About reporting options■ Specifying auto-updated reports■ Creating custom metrics■ Extending the data model■ Creating filter groups■ Accessing geographic data■ Configuring integration models■ Specifying the date range of pre-generated reports■ Specifying reportability of dimensions■ Specifying the sample size
N8B0001
AboutAbout reportingreporting optionsoptionsThe reporting options apply to all the reports in the profile. They enable you to createcustom metrics for use on any report in the profile, create filter groups, specify the timeperiod for which reports will be automatically generated during profile updates, andcontrol which dimensions are reportable.
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SpecifyingSpecifying auto-updatedauto-updated reportsreports■ About auto-updating■ To specify which reports auto-update
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AboutAbout auto-updatingauto-updatingAuto-updating reports are generated every time the profile is updated. In general, youwant a report to update automatically if all of the following are true:
• You are frequently importing data for the report's time frame into the profile.
• You need to see the report on a regular basis.
• You would like the report to be available instantly.
Reports with relative time frames (for example, yesterday or current month) shouldgenerally be set to update automatically.
You can save time by not auto-updating the report if either of the following are true:
• The report is for a fixed time frame in the past for which all the data has beenimported.
• 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 defaultare set to update automatically. Reports you create only update automatically if youselect 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 optionscreen. (This screen is only available at the profile options. You cannot access it fromthe default profile options.)
PrivilegesPrivileges relatedrelated toto auto-updatingauto-updatingYou can only access the Auto-Updated Reports screen if you have the Options:Reporting: Auto-Updated Reports privilege.
ReportingReporting modemode andand auto-updatingauto-updatingIf sampling is enabled for a profile, the Auto-Updated Reports option screen allows youto change the report lists for both FullFull mode and SampleSample mode, regardless of yourreporting mode privileges. In general, updates are faster if there are fewer auto-updatedreports in FullFull mode. You should consider auto-updating in FullFull mode only those reportsyou need to meet your reporting requirements and using SampleSample mode to auto-updatereports identifying overall trends.
N950001
ToTo specifyspecify whichwhich reportsreports auto-updateauto-update1. View the profile whose reports you want to manage.
2. Click the OptionsOptions tab.
3. From the Options panel select ReportingReporting > Auto-UpdatedAuto-Updated ReportsReports.
The Auto-Updated Reports option screen opens.
4. As desired, select and move reports between the two lists to specify which reportsauto-update.
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5. If sampling is enabled for the profile, the initial set of lists controls auto-updating forFull reporting mode. To specify auto-updating for reports running in Sampled mode,click EditEdit SampleSample ReportsReports.
N8D0001
CreatingCreating customcustom metricsmetrics■ 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
N8D0007
AboutAbout customcustom metricsmetricsYou can create metrics that will be available for use on any report in the profile. Youcan create two types of custom metrics:
• Metrics based on existing metrics, but with added filters
• Metrics that are derived from mathematically combining two existing metrics. Onceyou create a custom metric, it can be used to build other custom metrics, so it ispossible to build more complex computations using multiple variables by nestingcustom metrics.
N960001
ToTo createcreate aa customcustom filteredfiltered metricmetricIf you are adding filter groups to the custom filtered metric, you must define the filtergroup before performing this task.
1. While working with the profile, click OptionsOptions.
2. In the left panel, under ReportingReporting, click CustomCustom MetricsMetrics.
The CustomCustom metricmetric definitionsdefinitions screen opens.
3. Click AddAdd.
The CustomCustom metricmetric typetype screen opens.
4. In the SelectSelect customcustom metricmetric typetype list, select FilteredFiltered MetricMetric.
5. Click ContinueContinue.
The CustomCustom metricmetric definitiondefinition screen opens.
6. In the NameName 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 firstcharacter must be a letter.
7. In the TitleTitle field, enter a title for the metric.
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The title appears in lists of metrics. It is also the basis for the title of the columncontaining the metric data.
8. In the DescriptionDescription field, enter a description for the metric.
The description is the explanation of the metric's column that appears in the pagehelp for the report.
9. From the BaseBase metricmetric list, select the metric that provides the data to be filtered forthe current metric.
10. Check the GraphableGraphable field to have the data from this metric to be available forgraphing in the report graph.
11. Check the DisplayDisplay percentagepercentage ofof totaltotal field to have a percentage to display in thecolumn as well as a number.
12. From the AlignmentAlignment list, select how the values are aligned in the report column.
The options are Center, Left, and Right.
13. In the MinimumMinimum twipstwips field, enter the minimum number of twips for the metric'scolumn in reports.
A twip equals 1/1440 of an inch. This option affects only those reports that areexported in RTF format (usually for use in Microsoft Word).
14. In the RecommendedRecommended twipstwips field, enter the recommended number of twips for themetric's column in reports.
Unica NetInsight tries to make the column the recommended width.
15. Click ContinueContinue.
The FiltersFilters forfor .. .. screen opens.
16. Add one or more filters or filter groups to the custom metric.
a. Click AddAdd.
The AvailableAvailable filtersfilters screen opens.
b. Select a dimension, or to add a defined filter group, select FilterFilter GroupGroup.
c. Click ContinueContinue.
If you select a dimension, the FilterFilter descriptiondescription screen opens.
If you select FilterFilter GroupGroup, a list of defined filter groups open.
d. Complete the screen as required:
• If you selected a string dimension, select thatthat or thatthat dodo notnot 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 OrOr selectselect fromfrom thisthismenumenu list.
• If you selected a numeric dimension, select a value from the list.
• If you selected FilterFilter GroupGroup, select the filter group to use.
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Click AddAdd asas GroupGroup to add the complete filter group, so you are not able toremove individual filters from the custom metric. Or click AddAdd asas FiltersFilters toadd all filters from the group individually, so you can delete filters from thecustom metric.
e. Click ContinueContinue.
f. Repeat steps a through e until you have added all required filters.
g. Click ContinueContinue.
The custom metric is now available on the MetricsMetrics page of the CustomCustom ReportReport WizardWizard.
To make the custom metric available on the DiscoveryDiscovery PanelPanel, you must add it to agroup in one or more metrics lists.
N970001
ToTo createcreate aa multiplemultiple inputinput customcustom metricmetric1. While working with the profile, click OptionsOptions.
2. In the left panel, under ReportingReporting, click CustomCustom MetricsMetrics.
The CustomCustom metricmetric definitionsdefinitions screen opens.
3. Click AddAdd.
The CustomCustom metricmetric typetype screen opens.
4. In the SelectSelect customcustom metricmetric typetype list, select MultipleMultiple InputInput MetricMetric.
5. Click ContinueContinue.
The CustomCustom metricmetric definitiondefinition screen opens.
6. In the NameName 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 firstcharacter must be a letter.
7. In the TitleTitle field, enter a title for the metric.
The title appears in lists of metrics. It is also the basis for the title of the columncontaining the metric data.
8. In the DescriptionDescription field, enter a description for the metric.
The description is the explanation of the metric's column that appears in the pagehelp for the report.
9. From the MetricMetric 11 list, select the first metric to combine.
If you are dividing metric values, MetricMetric 11 is the number that is divided.
10. From the MetricMetric 22 list, select the second metric to combine.
If you are dividing metric values, MetricMetric 22 is the number that is divided by
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11. From the OperationOperation list, select the operation you want to use to combine the twometrics.
12. If you selected a floating point operation, select the number of decimal places touse from the PrecisionPrecision list.
13. Check the GraphableGraphable field to have the data from this metric to be available forgraphing in the report graph.
14. Check the DisplayDisplay percentagepercentage ofof totaltotal field to have a percentage to display in thecolumn as well as a number.
15. From the AlignmentAlignment list, select how the values are aligned in the report column.
The options are CenterCenter, LeftLeft, and RightRight.
16. In the MinimumMinimum twipstwips field, enter the minimum number of twips for the metric'scolumn in reports.
A twip equals 1/1440 of an inch. This option only affects reports that are exported inRTF format (usually for use in Microsoft Word).
17. In the RecommendedRecommended twipstwips field, enter the recommended number of twips for themetric's column in reports.
Unica NetInsight tries to make the column the recommended width.
18. Click ContinueContinue.
The custom metric is now available on the MetricsMetrics page of the CustomCustom ReportReport WizardWizard.
To make the custom metric available on the DiscoveryDiscovery PanelPanel, you must add it to agroup in one or more metrics lists.
N980001
ToTo editedit aa customcustom filteredfiltered metricmetricIf you are adding filter groups to the custom filtered metric, you must define the filtergroup before performing this task.
1. While working with the profile, click OptionsOptions.
2. In the left panel, under ReportingReporting, click CustomCustom MetricsMetrics.
The CustomCustom metricmetric definitionsdefinitions screen opens.
3. Select the custom filtered metric to edit.
4. Click EditEdit.
The CustomCustom metricmetric typetype screen opens.
5. In the TitleTitle field, edit a title for the metric.
The title appears in lists of metrics. It is also the basis for the title of the columncontaining the metric data.
6. In the DescriptionDescription field, edit a description for the metric.
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The description is the explanation of the metric’s column that appears in the pagehelp for the report.
7. From the BaseBase metricmetric list, select the metric that provides the data to be filtered forthe current metric.
8. Check the GraphableGraphable field to have the data from this metric to be available forgraphing in the report graph.
9. Check the DisplayDisplay percentagepercentage ofof totaltotal field to have a percentage to display in thecolumn as well as a number.
10. From the AlignmentAlignment list, select how the values are aligned in the report column.
The options are Center, Left, and Right.
11. In the MinimumMinimum twipstwips field, enter the minimum number of twips for the metric'scolumn in reports.
A twip equals 1/1440 of an inch. This option affects only reports that are exported inRTF format (usually for use in Microsoft Word).
12. In the RecommendedRecommended twipstwips field, enter the recommended number of twips for themetric's column in reports.
Unica NetInsight tries to make the column the recommended width.
13. Click ContinueContinue.
The FiltersFilters forfor .. .. screen opens.
14. Add one or more filters or filter groups to the custom metric as necessary.
a. Click AddAdd.
The AvailableAvailable filtersfilters screen opens.
b. Select a dimension, or to add a defined filter group, select FilterFilter GroupGroup.
c. Click ContinueContinue.
If you select a dimension, the FilterFilter descriptiondescription screen opens.
If you select FilterFilter GroupGroup, a list of defined filter groups open.
d. Complete the screen as required:
• If you selected a string dimension, select thatthat or thatthat dodo notnot 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 OrOr selectselect fromfrom thisthismenumenu list.
• If you selected a numeric dimension, select a value from the list.
• If you selected FilterFilter GroupGroup, select the filter group to use.
Click AddAdd asas GroupGroup to add the complete filter group, so you are not able toremove individual filters from the custom metric. Or click AddAdd asas FiltersFilters toadd all filters from the group individually, so you can delete filters from thecustom metric.
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e. Click ContinueContinue.
f. Repeat steps a through e until you have added all required filters.
g. Click ContinueContinue.
15. Edit filters or filter groups as necessary.
a. Select the filter or filter group to edit.
b. Click EditEdit.
If you select a dimension, the FilterFilter descriptiondescription screen opens.
If you select FilterFilter GroupGroup, a list of defined filter groups open.
c. Complete the screen as required:
• If you selected a string dimension, select thatthat or thatthat dodo notnot 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 OrOr selectselect fromfrom thisthismenumenu list.
• If you selected a numeric dimension, select a value from the list.
• If you selected FilterFilter GroupGroup, select the filter group to use.
Click AddAdd asas GroupGroup to add the complete filter group, so you are not able toremove individual filters from the custom metric. Or click AddAdd asas FiltersFilters toadd all filters from the group individually, so you can delete filters from thecustom metric.
d. Click ContinueContinue.
e. Repeat steps a through e until you have edited all required filters.
f. Click ContinueContinue.
16. Delete filters or filter groups as necessary.
a. Select the filter or filter group to delete.
b. Click DeleteDelete.
17. Click ContinueContinue.
The updated custom metric is now available on the MetricsMetrics page of the CustomCustom ReportReportWizardWizard.
To make the custom metric available on the DiscoveryDiscovery PanelPanel, you must add it to agroup in one or more metrics lists.
N990001
ToTo editedit aa multiplemultiple inputinput customcustom metricmetric1. While working with the profile, click OptionsOptions.
2. In the left panel, under ReportingReporting, click CustomCustom MetricsMetrics.
The CustomCustom metricmetric definitionsdefinitions screen opens.
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3. Select the multiple input custom metric to edit.
4. Click EditEdit.
The CustomCustom metricmetric definitiondefinition screen opens.
5. In the TitleTitle field, edit a title for the metric.
The title appears in lists of metrics. It is also the basis for the title of the columncontaining the metric data.
6. In the DescriptionDescription field, edit the description for the metric.
The description is the explanation of the metric’s column that appears in the pagehelp for the report.
7. From the MetricMetric 11 list, select the first metric to combine.
If you are dividing metric values, MetricMetric 11 is the number that is divided.
8. From the MetricMetric 22 list, select the second metric to combine.
If you are dividing metric values, MetricMetric 22 is the number that is divided by
9. From the OperationOperation list, select the operation you want to use to combine the twometrics.
10. If you selected a floating point operation, select the number of decimal places touse from the PrecisionPrecision list.
11. Check the GraphableGraphable field to have the data from this metric to be available forgraphing in the report graph.
12. Check the DisplayDisplay percentagepercentage ofof totaltotal field to have a percentage to display in thecolumn as well as a number.
13. From the AlignmentAlignment list, select how the values are aligned in the report column.
The options are CenterCenter, LeftLeft, and RightRight.
14. In the MinimumMinimum twipstwips field, enter the minimum number of twips for the metric'scolumn in reports.
A twip equals 1/1440 of an inch. This option only affects reports that are exported inRTF format (usually for use in Microsoft Word).
15. In the RecommendedRecommended twipstwips field, enter the recommended number of twips for themetric's column in reports.
Unica NetInsight tries to make the column the recommended width.
16. Click ContinueContinue.
The custom metric is now available on the MetricsMetrics page of the CustomCustom ReportReport WizardWizard.
To make the custom metric available on the DiscoveryDiscovery PanelPanel, you must add it to agroup in one or more metrics lists.
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ToTo deletedelete aa customcustom metricmetric1. While working with the profile, click OptionsOptions.
2. In the left panel, under ReportingReporting, click CustomCustom MetricsMetrics.
The CustomCustom metricmetric definitionsdefinitions screen opens.
3. Select the custom metric to delete.
4. Click DeleteDelete.
The CustomCustom metricmetric definitiondefinition screen opens.
5. Click ContinueContinue.
The custom metric is no longer available.N8E0001
ExtendingExtending thethe datadata modelmodel■ About the data model■ About extending the data model■ To add a data model extension package■ About deleting or editing data model extension packages
N8E000A
AboutAbout thethe datadata modelmodelThe Unica NetInsight data model describes the tables, or entities, in the UnicaNetInsight database and the relationships between them. These entity definitions canthen be used to define the variables, dimensions, and metrics—the reportcomponents—that are available to the user when defining and using Unica NetInsightreports.
N9B0001
AboutAbout extendingextending thethe datadata modelmodelYou can install packages that extend the default Unica NetInsight data model to includenew entities, variables, dimensions, and metrics. Data model extension packages areusually created to facilitate bringing data from an external data source into UnicaNetInsight.
Data model extension packages include two XML files—a data model extensions fileand an output formatting extensions file. The data model extensions file defines theentities and report components. The output formatting extensions file providesformatting 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 Unica NetInsight to use the files.
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ToTo addadd aa datadata modelmodel extensionextension packagepackage1. View the profile for which you want to extend the data model.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select ReportingReporting >> DataData ModelModel ExtensionsExtensions.
4. Click AddAdd.
5. In the NameName box, enter a unique name for the extension package.
6. In the DataData modelmodel extensionextension pathpath box, enter the path and filename of the data modelextensions file.
7. In the OutputOutput formattingformatting extensionextension pathpath box, enter the path and filename of theoutput formatting extension file.
8. Click SaveSave OptionsOptions and then click ContinueContinue.N9D0001
AboutAbout deletingdeleting oror editingediting datadata modelmodel extensionextensionpackagespackagesYou can make changes to the list of data model extension packages.
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, theprofile will be unusable. You will be unable to update the profile. You should be sureto remove all of the package’s dimensions, metrics, and filters from all reports in theprofile before deleting the package. If you have any questions, contact technicalsupport.
N8F0001
CreatingCreating filterfilter groupsgroups■ 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
N8F000A
AboutAbout filterfilter groupsgroupsWhen users create multiple reports, they may often need to apply the same filtersrepeatedly. 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 containingmultiple filters, the user can choose to apply the filter as a single group or as theindividual filters within the group. If the filters are applied as a group, the filters can onlybe removed as a single unit. If the filters are added as individual filters, the user canindependently select and remove specific filters, while keeping others.
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N9E0001
ToTo createcreate aa filterfilter groupgroup1. While working with the profile, click OptionsOptions.
2. In the left panel, under ReportingReporting, click FilterFilter GroupsGroups.
The FilterFilter groupgroup definitionsdefinitions screen opens.
3. Click AddAdd.
The FilterFilter groupgroup descriptiondescription screen opens.
4. In the NameName ofof filterfilter groupgroup field, enter a one-word name.
The name is used internally. You can use only alphanumeric characters. Once thefilter group is created, you cannot change the name.
5. In the TitleTitle ofof filterfilter groupgroup field, enter a title.
The title appears in the list of filters.
6. Click SaveSave OptionsOptions, then click ContinueContinue.
The FiltersFilters thatthat belongbelong toto screen opens.
7. Add one or more filters or other filter groups to the filter group.
a. Click AddAdd FilterFilter.
The AvailableAvailable filtersfilters screen opens.
b. Select a dimension, or to add a defined filter group, select FilterFilter GroupGroup.
c. Click ContinueContinue.
If you select a dimension, the FilterFilter descriptiondescription screen opens.
If you select FilterFilter GroupGroup, a list of defined filter groups open.
d. Complete the screen as required:
• If you selected a string dimension, select thatthat or thatthat dodo notnot 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 OrOr selectselect fromfrom thisthismenumenu list.
• If you selected a numeric dimension, select a value from the list.
• If you selected FilterFilter GroupGroup, select the filter group to use.
Click AddAdd asas GroupGroup to add the complete filter group, so you are not able toremove individual filters from the custom metric. Or click AddAdd asas FiltersFilters toadd all filters from the group individually, so you can delete filters from thecustom metric.
e. Click ContinueContinue.
f. Repeat steps a through e until you have added all required filters.
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g. Click SaveSave FiltersFilters.
8. Click ContinueContinue.
You must now apply the filter group to a report.N9F0001
ToTo editedit aa filterfilter groupgroupThese instructions describe how to change the filter group's title. You can also edit thefilters included with the filter group.
1. While working with the profile, click OptionsOptions.
2. In the left panel, under ReportingReporting, click FilterFilter GroupsGroups.
The FilterFilter groupgroup definitionsdefinitions screen opens.
3. Select the filter group to edit.
4. Click EditEdit.
The FilterFilter groupgroup descriptiondescription screen opens.
5. In the TitleTitle ofof filterfilter groupgroup field, enter a title.
The title appears in the list of filters.
6. Click SaveSave OptionsOptions, then click ContinueContinue.NA00001
ToTo editedit filtersfilters forfor aa filterfilter groupgroup1. While working with the profile, click OptionsOptions.
2. In the left panel, under ReportingReporting, click FilterFilter GroupsGroups.
The FilterFilter groupgroup definitionsdefinitions screen opens.
3. Select the filter group for which you want to edit filters.
4. Click FiltersFilters.
The FiltersFilters thatthat belongbelong toto screen opens.
5. Add one or more filters or defined filter groups to the filter group as necessary.
a. Click AddAdd FilterFilter.
The AvailableAvailable filtersfilters screen opens.
b. Select a dimension, or to add a defined filter group, select FilterFilter GroupGroup.
c. Click ContinueContinue.
If you select a dimension, the FilterFilter descriptiondescription screen opens.
If you select FilterFilter GroupGroup, a list of defined filter groups opens.
d. Complete the screen as required:
• If you selected a string dimension, select thatthat or thatthat dodo notnot from the first list.
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Then select a matching type from the second list.
Then enter a string in the field, or select a value from the OrOr selectselect fromfrom thisthismenumenu list.
• If you selected a numeric dimension, select a value from the list.
• If you selected FilterFilter GroupGroup, select the filter group to use.
Click AddAdd asas GroupGroup to add the complete filter group, so you are not able toremove individual filters from the custom metric. Or click AddAdd asas FiltersFilters toadd all filters from the group individually, so you can delete filters from thecustom metric.
e. Click ContinueContinue.
f. Repeat steps a through e until you have added all required filters.
g. Click ContinueContinue.
6. Edit filters or filter groups as necessary.
a. Select the filter or filter group to edit.
b. Click EditEdit FilterFilter.
If you select a dimension, the FilterFilter descriptiondescription screen opens.
If you select FilterFilter GroupGroup, a list of defined filter groups opens.
c. Complete the screen as required:
• If you selected a string dimension, select thatthat or thatthat dodo notnot 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 OrOr selectselect fromfrom thisthismenumenu list.
• If you selected a numeric dimension, select a value from the list.
• If you selected FilterFilter GroupGroup, select the filter group to use.
Click AddAdd asas GroupGroup to add the complete filter group, so you are not able toremove individual filters from the custom metric. Or click AddAdd asas FiltersFilters toadd all filters from the group individually, so you can delete filters from thecustom metric.
d. Click ContinueContinue.
e. Repeat steps a through e until you have edited all required filters.
f. Click ContinueContinue.
7. Delete filters or filter groups as necessary.
a. Select the filter or filter group to delete.
b. Click DeleteDelete FilterFilter.
8. Click BackBack toto FilterFilter GroupsGroups.NA10001
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ToTo deletedelete aa filterfilter groupgroupDeleting a filter group impacts all reports and custom metrics to which you added thefilter group as a group, as well as any saved reports that use the report or custommetric.
1. While working with the profile, click OptionsOptions.
2. In the OptionsOptions panel, select ReportingReporting >> FilterFilter GroupsGroups.
The FilterFilter groupgroup definitionsdefinitions screen opens.
3. Select the filter group to delete.
4. Click DeleteDelete.
The FilterFilter groupgroup descriptiondescription screen opens.
5. Click ContinueContinue.N900002
AccessingAccessing geographicgeographic datadata■ About the NetInsight geographic database■ To configure a profile to use the geographic database
N900009
AboutAbout thethe NetInsightNetInsight geographicgeographic databasedatabaseUnica NetInsight provides access to reports that show geographic distribution of datavia color-coded maps. Map regions are clickable, allowing users to drill up and down todifferent reports.
To access the geographic reports, you must download the geographic database fromUnica and configure your profiles to use it. Download the NetInsight GeographicDatabase from the Product Download Center on Unica Customer Central and save it toa location that is accessible to your Unica NetInsight installation.
NA20002
ToTo configureconfigure aa profileprofile toto useuse thethe geographicgeographic databasedatabaseDownload the NetInsight Geographic Database from Unica before completing this task.
1. With the profile you want to configure displayed, select OptionsOptions >> ReportingReporting >>IntegrationsIntegrations.
2. In the Geographic data section of the Integrations page, enter the path to thegeographic database file (including the file name) in the field.
3. Click SaveSave OptionsOptions.
If you want to generate geographic reports for data you have already imported, youmust delete all the data in your profile and reimport your log files. (Note: If you donot have all the log files you have imported into this profile, you lose datapermanently by choosing this option.) To delete your profile data, click DeleteDelete ProfileProfileDataData.
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After you update your profile, select ReportsReports >> GeographicGeographic AnalysisAnalysis to access thegeographic reports.
If you do not have the correct version of the geographic database for your version ofNetInsight, you will receive an error when you attempt to update the profile. See theNetInsight Geographic Database page on Unica Customer Central for the latestversion.
N910001
ConfiguringConfiguring integrationintegration modelsmodels■ 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■ Privileges for integrations
N91000A
AboutAbout integrationsintegrationsIntegration modules enable you to incorporate data from another source into NetInsightusing a commercially available module (as opposed to a lookup or rewrite data conduit,which you must create). Your Unica NetInsight license must be enabled for anintegration module before you can use it.
An integration module must be configured in each profile in which you want to use it.NA30001
ToTo configureconfigure aa profileprofile toto useuse anan integrationintegration modulemoduleYour Unica NetInsight license must be enabled for an integration module before youcan configure a profile to use it.
1. Open the profile in which you want to use the integration module.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select ReportingReporting >> IntegrationsIntegrations.
4. Click AddAdd.
5. Select an integration from the list of available integrations and click ContinueContinue.
The integrations that have already been configured for this profile do not appear inthe list. If an integration is listed in gray, your Unica NetInsight license is not enabledfor 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 ResetReset OptionsOptions.
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7. Click SaveSave OptionsOptions.
If you have entered connection information, Unica NetInsight contacts theappropriate server to validate your information.
NA40001
ToTo editedit anan integrationintegration modulemodule1. Open the profile in which you want to edit the integration module.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select ReportingReporting >> IntegrationsIntegrations.
4. Select an integration module and click EditEdit.
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 ResetReset OptionsOptions.
6. Click SaveSave OptionsOptions.
Unica NetInsight contacts the appropriate server to validate your information.NA50001
ToTo deletedelete anan integrationintegration modulemodule1. Open the profile in which you want to delete the integration module.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select ReportingReporting >> IntegrationsIntegrations.
4. Select the integration module you want to delete and click DeleteDelete.NA60001
PaidPaid searchsearch integrationintegration fieldsfieldsFieldField DescriptionDescription
EnableEnable importimport check box Select the check box to enable importing of thepaid search integration data. Clear the check boxto disable the importing of paid search integrationdata.
EnableEnable reportingreporting check box Select the check box to enable the paid searchintegration reports, dimensions, metrics, and fil-ters. Clear the check box to make paid searchintegration dimensions, metrics, and filters unavail-able for use and to prevent reports based on thesedimensions or metrics from being pre-generated.
UsernameUsername User name for your company's Unica paid searchintegration account
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FieldField DescriptionDescription
PasswordPassword Password for your company's Unica paid searchintegration account
Re-enterRe-enter passwordpassword Password for your company's Unica paid searchintegration account
NA70001
PrivilegesPrivileges forfor integrationsintegrationsThe following new privilege has been added to control access to integration moduleconfiguration:
PrivilegePrivilege OptionOption
Options: Reporting: Integrations Integrations options screens
N920002
SpecifyingSpecifying thethe datedate rangerange ofof pre-generatedpre-generatedreportsreports
■ 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
N92000B
AboutAbout reportreport generationgeneration optionsoptionsBy default, when you update a profile, Unica NetInsight pre-generates reports for thelatest three months for which it has data. You can shorten the date range for whichreports are pre-calculated. This will speed up the update process, especially for profileswith large data sets. You can still view reports for dates outside the new range, but datain those reports will not be calculated at the time of the request. Conversely, you canlengthen the date range for pre-calculated reports. This will slow updates but speed upthe rendering of older reports.
Administrators can also set default report generation options to apply to each newprofile users create.
NA80002
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AboutAbout aggregateaggregate datadataAggregate data allows Unica NetInsight to generate dynamic, date-based reports morequickly. It consists of totals calculated from the data stored in other tables. Thecalculations are run when a profile is updated, and the data written to special aggregatetables. 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 onyour site, grouped by a specific date.
The date range for which aggregate data is calculated and retained is configurable (thedefault is three months). When an update is run on a profile , any new data that is nowwithin the aggregate range is added to the aggregate tables. Any existing data that isfalls outside of the range is deleted. If there is new log data for the current day, anyexisting 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 ittakes updates to run. Thus for optimal performance it's preferable to only generateaggregates for the time frame that constitutes the bulk or your reporting needs. Thisshould be a range identical to the largest potential period for which you pre-generatereports. 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 couldalso be much shorter than that. For example, on January 1 the latest year, quarter, andmonth will each contain only one day's worth of data.)
For more information on tuning aggregate data generation, see the Unica NetInsightTuning Guide.
NA90002
ToTo editedit datesdates forfor whichwhich reportsreports areare pre-calculatedpre-calculated1. In Profile Options, select ReportingReporting > ReportReport GenerationGeneration.
Or, to set defaults for all new profiles, select the Administration icon ( ) >OptionsOptions tab, then from the UnicaUnica NetInsightNetInsight optionsoptions drop-down menu, select EditEditDefaultDefault WebWeb ServerServer OptionsOptions.
2. For GenerateGenerate reportsreports forfor select one or more of the following in any combination:
• To pre-calculate reports for all months, check AllAll MonthsMonths.
• To pre-calculate reports for a specific time period (for example years, months,weeks) check its box and enter a value.
Latest is relative to the last date for which the profile contains data, not thecurrent date.
NAA0002
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ToTo editedit datesdates forfor whichwhich aggregateaggregate datadata isis generatedgenerated1. In Profile Options, select ReportingReporting > ReportReport GenerationGeneration.
Or, to set defaults for all new profiles, select the Administration icon ( ) >OptionsOptions tab, then from the UnicaUnica NetInsightNetInsight optionsoptions drop-down menu, select EditEditDefaultDefault WebWeb ServerServer OptionsOptions.
2. For GenerateGenerate aggregatesaggregates forfor select NoneNone, AllAll DataData, or specify a time period.
Unless you have a specific performance reason to do otherwise, a general ruleis 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 thecurrent date.
N930001
SpecifyingSpecifying reportabilityreportability ofof dimensionsdimensions■ About reportable dimensions■ To change reportable dimensions
N93000A
AboutAbout reportablereportable dimensionsdimensionsA reportable dimension is a dimension that can be used by profile reports. A reportabledimension is one that is supported by the profile option or one that is assumed to bepresent and valid. For example, the Host dimension is reportable because UnicaNetInsight assumes the log file contains host data. The Banner Ad dimension is onlyreportable 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 optionswhether data for those dimensions is present in the log files or not. You can classify adimension as reportable or non-reportable. By default, almost all dimensions areclassified as reportable. A non-reportable dimension does not have a correspondingpre-generated report and is not listed in the DiscoveryDiscovery PanelPanel.
NAB0001
ToTo changechange reportablereportable dimensionsdimensionsIf you make a dimension non-reportable:
• The dimension still appears in the Custom Report Wizard. No warning or erroroccurs if a user includes it in a report using the Custom Report Wizard. While thereport can be run and saved, it will not appear in any report list.
• Any existing report containing the non-reportable dimension no longer appears inany report list (for example, the default pre-generated report for that dimension nolonger appears in the AvailableAvailable ReportsReports list). Any report containing the non-reportable dimension is still visible and accessible and can be run through theCustom Report Wizard.
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Making a non-reportable dimension reportable again will automatically enable anyreports that did not previously display in a report list, if that report now contains onlyreportable dimensions.
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 dimensionhierarchy.
1. While working with the profile, click OptionsOptions.
2. In the OptionsOptions panel, under ReportingReporting, click ReportableReportable DimensionsDimensions.
The DimensionsDimensions toto bebe reportedreported screen opens.
3. To make a currently reportable dimension non-reportable, in the ReportableReportableDimensionsDimensions list, select the dimension and click AddAdd dimensiondimension (the left-pointingarrow).
The dimension moves to the AvailableAvailable dimensionsdimensions list.
4. To make a currently non-reportable dimension reportable, in the AvailableAvailableDimensionsDimensions list, select the dimension and click AddAdd dimensiondimension (the right-pointingarrow).
The dimension moves to the ReportableReportable dimensionsdimensions list.
5. Click SaveSave OptionsOptions, then ContinueContinue.N940001
SpecifyingSpecifying thethe samplesample sizesize■ About data samples■ To specify the sample size■ Permissions for sampling features
N940007
AboutAbout datadata samplessamplesYou can allow users to work with reports that display projections based on a randomsample 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 orcreating reports, can be accomplished more quickly using a subset of the data with thecalculations extrapolated to the full data set. You can enable the sample reporting modeby specifying a non-zero sample size in the profile options. The sample size is definedas a percentage of visitors.
When a profile with a non-zero sample size specified is updated, Unica NetInsight doesthe following:
• Takes a random sample of the specified size of all new visitors in the data importedduring this update and stores all data associated with these visitors in sample tablesin the profile's database. For example, if the sample size were 5% and there were100 new visitors imported during the update, Unica NetInsight would randomlyselect 5 of the new visitors and store their data in the sample tables.
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• Looks for any new visits by visitors already in the sample and adds informationabout 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 theprofile to make sample reports available. If you are changing an existing non-zerosample percentage, run the - resample command-line option followed by the -
recalc -sampleonly command-line option to update the sample tables and reports.
AboutAbout thethe samplesample sizesizeThe sample size is defined as a percentage of visitors in the full data set. You mayenter a numeric value between 0 and 100 with precision up to three decimal places tothe right of the decimal point. If you know you want the sample of visitors to include aspecific count of a certain database entity (such as visits, events, or views), you can usethe -samplecalc command-line option to estimate the percentage of visitors to use toreturn a sample with the desired entity count.
ChangingChanging thethe samplesample sizesizeEach time you change the visitor sample percentage option, you should clear thesample tables and resample the profile data. You can do this without disturbing yournon-sample tables by running the -resample command-line option followed by the -
recalc -sampleonly option. If you do not run -resample, when you update theprofile, new data is sampled at the new percentage. This results in a sample set thatcontains the previous percentage of old data and the new percentage of new data. Youcan fix this by running -resample followed by -recalc -sampleonly.
ChangingChanging thethe samplesample datadataYou can also change the data in the sample while leaving the sample size the same.Unica 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 seedselects the same set of visitors every time from a fixed set of data. If you would like tosee a different sample, run the -reseed command-line option to change the seed andthen run the -resample command-line option to clear and repopulate the sampletables followed by the -recalc -sampleonly option to generate the reports.
NAC0001
ToTo specifyspecify thethe samplesample sizesize1. View the profile.
2. Click the OptionsOptions tab.
3. Under ReportingReporting, click SamplingSampling.
The Sampling options screen appears.
4. In the VisitorVisitor samplesample percentagepercentage field, enter the percentage of visitors in the full dataset you want in the sample.
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You can specify up to three decimal places to the right of the decimal point. Use avalue of zero to disable sampling (not generate any sample tables or reports).
5. Click SaveSave OptionsOptions.
If this is the first time a sample size has been entered for the profile, you must updatethe profile before users can select a reporting mode. If you have changed an existingsample 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 isused until the profile is resampled.
NAD0001
PermissionsPermissions forfor samplingsampling featuresfeaturesYou can prevent users from changing the sample size through the interface. You canalso remove the ReportingReporting ModeMode option to prevent users from changing the reportingmode and limit them to their default mode for each profile. You can also prevent usersfrom saving reports to be automatically generated in FullFull mode or SampleSample mode.
The following new privileges have been added to control access to sampling:
PrivilegePrivilege OptionOption
Options: Reporting: Sampling VisitorVisitor samplesample percentagepercentage option
Interface: Icon: Reporting Mode ReportingReporting ModeMode option on Reports and Customtabs
Interface: Sampling: Email/Export Change Level ReportingReporting modemode option on Email and Export op-tions screens
Interface: Custom Report Wizard: Auto Update AutomaticallyAutomatically updateupdate samplesample reportreport optionSample Report
Interface: Custom Report Wizard: Auto Update AutomaticallyAutomatically updateupdate fullfull reportreport optionFull Report
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77 CreatingCreatingReportsReports
■ About creating reports■ To create a standard report■ Creating a crosstab report■ To create a trend report■ Creating a custom dashboard■ Creating a path summary■ Creating a scenario report■ Specifying a time frame■ Specifying dimensions■ Specifying metrics■ Creating an A/B report■ Creating a comparative report■ To save a customized report■ Changing the content of a report
NAE0001
AboutAbout creatingcreating reportsreportsUnica NetInsight provides you with a number of useful pre-defined reports. Sometimes,however, you need to analyze your information in a way not available in a pre-definedreport. Fortunately, Unica NetInsight enables you to create reports. Some reports mightbe needed for onetime use. Others you will want to save and have updated wheneverthe profile is updated. Either way, you can email and archive the reports you create.
You can create several types of reports:
• Standard reports (including crosstab reports and Path Summaries to, from, andbetween specific pages)
• Custom dashboards
• Scenario reports
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• Trend reports
You can create reports using one of several methods:
• Customizing an existing report
• Defining a new report
The instructions for creating the reports vary depending on the method you are usingand the type of report you are creating. However, regardless of type, Unica NetInsightdisplays the ReportReport SummarySummary page where you can edit, filter, run, save, export, andarchive the report.
NAF0001
ToTo createcreate aa standardstandard reportreportYou can create a standard report for the profile you are viewing.
1. Begin creating the report in one of two ways:
Through the CustomCustom tab, or by basing the new report on an existing report throughthe Report Designer.
a. Click the CustomCustom tab.
The ManagingManaging ReportsReports screen opens.
b. Click CreateCreate ReportReport.
c. Select DefineDefine NewNew ReportReport, then StandardStandard ReportReport.
d. Continue with the steps below.
a. Click the Report Designer icon ( ).
The ReportReport SummarySummary opens.
b. Click EditEdit.
c. Continue with the steps below.
At step 5, enter a new ReportReport titletitle.
2. If you want to create a report for a fixed time frame, click the CalendarCalendar icon todisplay the calendar and specify the time frame whose data you want included in thereport.
a. To keep the results grouped by the specified time period even when the timeperiod of the calendar changes, check RetainRetain groupinggrouping whenwhen calendarcalendar changeschanges.
3. Select the dimensions you want included in the report, then click ContinueContinue.
To create a crosstab report, select two or more dimensions.
4. Select the metrics you want included in the report, then click ContinueContinue.
You must have at least one metric.
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5. Enter the general report information, then click ContinueContinue.
The FiltersFilters screen opens.
6. Specify any filters you want applied to the report, then click ContinueContinue.
If you want to create a report for a relative time frame, create a date filter thatspecifies the time frame.
The A/BA/B GroupsGroups screen opens.
7. If you want to apply two sets of filters and compare the results, enter the two groupsof filters, then click ContinueContinue.
The ReportReport SummarySummary page opens.
You may now RunRun this report.NB00002
CreatingCreating aa crosstabcrosstab reportreport■ About crosstab reports■ To create a crosstab report
NB0000B
AboutAbout crosstabcrosstab reportsreportsA crosstab report is a standard report with two or more dimensions that lets you toanalyze the relationships between those dimensions. When multiple dimensions areincluded in a report, Unica NetInsight creates a full permutation across the dimensions.That is, each unique value in the first dimension is paired with each unique value ofeach other dimension. You can include up to five dimensions per report--the applicationprevents 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 fivelevels deep. When a report is set up as ungrouped, each distinct combination of ofvalues appears in its own row.
The report's title bar lists each dimension in the order it appears in the report. (Due tospace limitations, nested values may not line up exactly with their dimension name inthe title bar.) The first dimension value is expanded by default. Other dimensions mustbe expanded manually.
To change the order of dimensions in a crosstab report, drag and drop them within thetitle bar. To sort dimensions in ascending or descending order, click the column label ofthe primary dimension. Values for nested dimensions are automatically sorted in thesame manner as the primary dimension.
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When you create a crosstab report, you can view path charts, 3-D bar charts, andstacked 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 metricin the report to graph.
NBC0002
ToTo createcreate aa crosstabcrosstab reportreportTo create a crosstab report:
1. On the CustomCustom tab, click CreateCreate ReportReport > DefineDefine NewNew ReportReport > StandardStandard ReportReport >ContinueContinue. Or...
Click the Report Designer icon ( > EditEdit
2. If you want to create a report for a fixed time frame, click the Calendar icon and usethe calendar to specify the time frame.
3. Select the dimensions you want then click ContinueContinue. You can add up to fivedimensions. The dimension at the top of the list is the primary dimension for thereport.
4. Select the metrics you want then click ContinueContinue. You must select at least onemetric.
5. Select the method by which you want to group the results in the report.
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• Select AllAll DimensionsDimensions withwith TotalsTotals to rank entries by the primary dimension value.(Secondary dimensions are ranked within each primary dimension value.) Foreach metric, a value is displayed for each secondary dimension; a total is shownfor each primary dimension.
• Select AllAll DimensionsDimensions to rank entries by the primary dimension value. (Secondaydimensions are ranked within each primary dimension value.) For each metric, avalue is displayed for secondary dimensions but not for the primary.
• Select NoNo GroupingGrouping to rank entries by each primary/secondary valuecombination. (Different secondary values for the same primary value may notappear next to each other on the report.)
The remaining options depend on whether you chose to group results.
• If you selected one of the grouping options, select the number of primary valuesper report page and secondary values per primary value.
• If you selected NoNo GroupingGrouping, select the number of rows you want per reportpage.
6. Click ContinueContinue.
7. Specify any filters you want on the report. If you want to create a report for a relativetime frame, create an appropriate date filter. Click ContinueContinue.
8. If you want to apply two sets of filters and compare the resulting reports, enter thetwo groups of filters, then click ContinueContinue.
The ReportReport SummarySummary page opens. You can now run or save the report.NB10001
ToTo createcreate aa trendtrend reportreportYou can create a trend report for the profile you are viewing.
1. Click the CustomCustom tab.
The ManagingManaging ReportsReports screen opens.
2. Click CreateCreate ReportReport.
3. Select DefineDefine NewNew ReportReport, then TrendTrend reportreport.
4. Click ContinueContinue.
5. If you are creating a report for a fixed time frame, click the Calendar icon and usethe calendar to specify the time frame.
6. Select the metrics you want included in the report, then click ContinueContinue.
You must select at least one metric.
7. Enter the general report information.
• In the GroupGroup resultsresults byby list, select the time period to group results by.
• To keep the results grouped by the specified time period even when the timeperiod of the calendar changes, check RetainRetain groupinggrouping whenwhen calendarcalendar changeschanges.
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8. Click ContinueContinue.
The FiltersFilters screen opens.
9. Specify any filters you want applied to the report, then click ContinueContinue.
If you want to create a report for a relative time frame, create a date filter thatspecifies the time frame.
The A/BA/B GroupsGroups screen opens.
10. If you want to apply two sets of filters and compare the resulting reports, enter thetwo groups of filters, then click ContinueContinue.
The ReportReport SummarySummary page opens.
You can now RunRun this trend report.NB20001
CreatingCreating aa customcustom dashboarddashboard■ About dashboards■ To create a dashboard■ To create a graph dashboard section■ To create a text dashboard section■ To create a table dashboard section
NB20007
AboutAbout dashboardsdashboardsDashboards allow you to collect together relevant, key charts and textual data that canhelp you better monitor and understand your business on an ongoing basis. You cancreate an unlimited number of focused, subject-area reports displaying your keyperformance indicators (KPIs). You can create separate dashboards for differentindividuals or roles within your organization. You can filter dashboards to report only onthe data that is relevant for the viewer.
You can create and manage dashboards, which are collections of charts and data fromreports within your profile. Profiles containing the dashboards can then be scheduled toupdate on a regular, periodic basis to consistently deliver up-to-date information. Youcan set up email tasks to automatically email dashboard reports to interested parties.You can also configure email alerts to send email to the appropriate people when a KPIexceeds some threshold.
AboutAbout dashboarddashboard sectionssectionsDashboards are composed of sections. A section can be one of three types: graph, text,or table.
Graph sections contain a chart displaying a metric from one of the reports in the profile.
Text sections contain one or more data fields. A data field displays a dimension value oran aggregate metric. A single text section can contain data from multiple reports in theprofile.
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Data fields in text sections can be one of the following types:
• Average—Displays the average value for the specified metric for the specified timeperiod.
• Total—Displays the sum of all values for the specified metric.
• Top—Displays the dimension value from the specified dimension with the highestvalue for the specified metric.
• Bottom—Displays the dimension value from the specified dimension with the lowestvalue for the specified metric.
Table sections contain an entire report in tabular format, consisting of one dimensionand one metric. You can use any report, including a crosstab report, as the data sourcefor the table section; however, only the primary dimension of a crosstab report will bedisplayed in the table section.
NBD0001
ToTo createcreate aa dashboarddashboardYou can create a dashboard within the profile you are viewing.
1. Click the CustomCustom tab.
The Managing Reports screen opens.
2. Click CreateCreate ReportReport.
3. Select DefineDefine aa newnew reportreport, then DashboardDashboard.
4. Click ContinueContinue.
5. If you want to create a report for a fixed time frame, click the Calendar icon and usethe calendar to specify the time frame.
You can specify a relative time frame using date filters later in the process.
6. Specify each section in the dashboard by doing one of the following:
You can edit a section by selecting it and clicking EditEdit. You can delete a section byselecting it and clicking DeleteDelete.
a. Create a graph dashboard section
b. Create a text dashboard section
c. Create a table dashboard section
d. Use a dashboard section from an existing dashboard
7. Arrange the sections the way you want them to appear in the dashboard, then clickContinueContinue.
Select a section and use the up and down arrow keys to move it up and down in thecurrent column, and use the left and right arrows to move the section from onecolumn to another.
8. Enter a report title, then click ContinueContinue.
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9. Specify any filters you want applied to the report, then click ContinueContinue.
If you want to create a report for a relative time frame, create a date filter thatspecifies the time frame.
The A/B Groups screen opens.
10. If you want to apply two sets of filters and compare the resulting reports, enter thetwo groups of filters, then click ContinueContinue.
By default, the two groups are named Group A and Group B. You can change thenames.
The Report Summary page opens.
You can now RunRun, SaveSave, EmailEmail, ArchiveArchive, or ExportExport this dashboard report.NBE0001
ToTo createcreate aa graphgraph dashboarddashboard sectionsection1. At the Designing the Dashboard screen, click AddAdd.
The Adding a Section screen opens.
2. In the SectionSection titletitle field, enter the text you want to label this section in thedashboard.
If you leave this field blank, Unica NetInsight will use the name of the report enteredin the DataData sourcesource field as the section title.
3. In the SectionSection typetype list, select GraphGraph.
4. In the DataData sourcesource list, select the report to serve as the source of the data for thedashboard section.
The default values of the other options on this screen may change, depending onthe data source you select.
5. In the TypeType ofof graphgraph list, select the type of graph that will be used to display thedata in this section
6. In the GraphGraph datadata setset list, select the data set in the selected data source to providethe data for the dashboard section.
7. In the ValuesValues inin graphgraph list, select the number of values (1, 2, 3, 4, 5, 10, 15, 20, 25,50, 75, or 100) that will appear in the graph for this dashboard section. An AllAll datadataoption is available for some data sources. You can also choose to use the defaultsetting for the profile.
8. Clear the HideHide axisaxis titletitle check box if you want the dashboard to display X,Y axislabels for this section. On pie charts, the GraphGraph datadata setset label will be displayed.
9. Click ContinueContinue.NBF0001
ToTo createcreate aa texttext dashboarddashboard sectionsection1. At the Designing the Dashboard screen, click AddAdd.
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The Adding a Section screen opens.
2. In the SectionSection titletitle field, enter the text you want to label this section in thedashboard.
If you leave this field blank, Unica NetInsight will use the name of the report enteredin the SectionSection linkslinks field as the section title.
3. In the SectionSection typetype list, select TextText.
The remaining options on the page change.
4. In the SectionSection linkslinks field, select the report to display when users click the sectionheading on the dashboard.
Now you need to add the fields you want in the section.
5. Click AddAdd.
The Adding a Field screen appears.
6. In the FieldField titletitle box, enter a title for the field.
If you leave this field blank, Unica NetInsight uses the name of the report entered inthe ReportReport linklink field as the name of the field title.
7. In the FieldField typetype box, select a field type.
The remaining options on the page may change depending on the field type youselect.
8. Specify how to determine the value for the field using the options below that areappropriate for the field type:
a. TimeTime periodperiod (Average fields)—the time period to use to determine the average.
b. MetricMetric (Total, Average and Top fields)—the metric to supply the value for thefield.
c. DimensionDimension (Top and Bottom fields)—the dimension to supply the value.
d. OrderOrder byby (Top and Bottom fields)—the metric to use to determine the top orbottom value for the specified dimension.
9. In the ReportReport linklink box, select the report to display when users click the field’s valuein the dashboard.
10. Click ContinueContinue to add the field to the section.
11. Continue creating fields until you have created all the fields you want for thissection.
Fields appear in the dashboard section in the order they appear in the FieldsFields list.You can use the MoveMove UpUp and MoveMove DownDown arrows to arrange the fields in thedesired order.
You can edit or delete a field by selecting it in the FieldsFields list and clicking EditEdit orDeleteDelete.
12. When the FieldsFields list is complete, click ContinueContinue.NC00002
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ToTo createcreate aa tabletable dashboarddashboard sectionsectionUse a table section to display an entire report in tabular format. A table section consistsof only one dimension and one metric. If you want to display all columns of the report,you must use a Graph dashboard section and select line or bar chart.
You can use any report, including a crosstab report, as the data source for the tablesection; however, only the primary dimension of a crosstab report will be displayed inthe table section.
1. At the Designing the Dashboard screen, click AddAdd.
The Adding a Section screen opens.
2. In the SectionSection titletitle field, enter the text you want to label this section in thedashboard.
If you leave this field blank, Unica NetInsight will use the data source name as thesection title.
3. In the SectionSection typetype list, select TableTable.
The remaining options on the page change.
4. In the DataData sourcesource field, select the report to serve as the source of the data for thedashboard section.
a. If you select an A/B report as the data source, the GroupGroup toto graphgraph field displays.Select either a group, the delta, or the comparison to display in the dashboardsection.
5. In the DimensionDimension field, select a dimension to display in the table.
6. In the MetricMetric field, select a metric to display in the table.
7. In the RowsRows field, select the number of rows you want to display in the dashboardsection.
The RowsRows field does not display if your selected data source is a scenario report.
8. Click ContinueContinue.NB30001
CreatingCreating aa pathpath summarysummary■ 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
NB3000A
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ToTo createcreate aa PathPath SummarySummary betweenbetween twotwo specificspecificpagespagesA Path Summary between two specific pages report enables you to analyze the mostcommon 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 CustomCustom tab.
3. Click CreateCreate ReportReport.
4. Click DefineDefine aa newnew reportreport, click PathPath SummarySummary betweenbetween twotwo specificspecific pagespages, andclick ContinueContinue.
The SpecifyingSpecifying thethe PagePage page appears.
5. If you are creating a report for a fixed time frame, use the calendar to select the timeframe whose data you want included in the report.
6. In the PathsPaths startstart onon box, enter the page on which the paths you want to trackoriginated.
Or, you can select a page from the list of the most popular pages on the site.
Click ContinueContinue.
7. In the PathsPaths endend onon box, enter the page at which the paths you want to trackconcluded.
Or, you can select a page from the list of the most popular pages on the site.
Click ContinueContinue.
The DimensionsDimensions page appears with the PathPath betweenbetween dimension in the SelectedSelecteddimensionsdimensions list.
8. Click ContinueContinue.
9. Select the metrics you want in the report and click ContinueContinue.
10. In the ReportReport titletitle box, enter the title you want for this report.
The title appears at the top of the report and in report lists.
11. In the NumberNumber ofof rowsrows perper pagepage list, select the number of rows you want per pageof the report.
12. In the MaximumMaximum lengthlength ofof pathpath list, select the maximum number of pages that canbe in the paths you track.
Paths will be truncated to fit this maximum.
This option is not available if the StyleStyle ofof reportreport option is set to TreeTree viewview.
13. In the ColumnColumn toto sortsort byby list, select the name of the column by which you want torank items in the report.
14. In the SortSort orderorder list, select either AscendingAscending or DescendingDescending.
15. In the TypeType ofof graphgraph list, select the graph format you want to use.
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16. In the GraphGraph datadata setset list, select the type of data you want to display in the graph.
17. In the PagePage helphelp box, enter the text you want to use as the introduction paragraphto the page help for the report.
18. Click ContinueContinue. The FiltersFilters page appears.
19. Specify any filters you want applied to the report.
20. If you are creating a report for a relative time period, specify a date filter thatdefines the time period.
21. Click ContinueContinue.
The A/BA/B GroupsGroups page appears.
22. If you want to see the report data for two sets of filters, specify the filter sets.
23. Click ContinueContinue.
The ReportReport SummarySummary page appears.NC20001
ToTo createcreate aa PathPath SummarySummary fromfrom aa specificspecific pagepageA Path Summary from a specific page report enables you to analyze the most commonpaths visitors travel on your site away from a given starting page. For example, you cancreate 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 CustomCustom tab.
3. Click CreateCreate ReportReport.
4. Click DefineDefine aa newnew reportreport, click PathPath SummarySummary from a specific page, and clickContinueContinue.
The SpecifyingSpecifying thethe PagePage page appears.
5. If you are creating a report for a fixed time frame, use the calendar to select the timeframe whose data you want included in the report.
6. 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
Click ContinueContinue.
The DimensionsDimensions page appears with the PathPath fromfrom dimension in the SelectedSelecteddimensionsdimensions list.
7. Click ContinueContinue.
8. Select the metrics you want in the report.
Click ContinueContinue.
9. In the ReportReport titletitle box, enter the title you want for this report.
The title appears at the top of the report and in report lists.
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10. In the StyleStyle ofof reportreport list, select an option.
• Select LinearLinear viewview to create a report that lists each path away from theorigination page from start to finish. Paths are sorted according to the metricvalues for the path as a whole.
• Select TreeTree viewview to create a report that lists the first page in each path awayfrom the origination page. You can expand each row to show the most popularsecond pages in paths that started on the origination page and went through thefirst-level page listed in the row. It is called a tree view because the originationpage can be pictured as a tree trunk with the first-level pages as primarybranches and the second-level pages as secondary branches.
11. In the NumberNumber ofof rowsrows perper pagepage list, select the number of rows you want per pageof the report.
12. In the NumberNumber ofof pagespages perper rowrow list, select the number of second-level pages thatwill be listed for each first-level page listed in the report.
This option is not available if the StyleStyle ofof reportreport option is set to LinearLinear ViewView.
13. In the MaximumMaximum lengthlength ofof pathpath list, select the maximum number of pages that canbe in the paths you track.
Paths will be truncated to fit this maximum. (This option is not available if the StyleStyleofof reportreport option is set to TreeTree viewview.)
14. In the ColumnColumn toto sortsort byby list, select the name of the column by which you want torank items in the report.
15. In the SortSort orderorder list, select either AscendingAscending or DescendingDescending.
16. In the TypeType ofof graphgraph list, select the graph format you want to use.
If the StyleStyle ofof reportreport option is set to TreeTree viewview, the TypeType ofof graphgraph list will contain theadditional graph type PathPath chartchart.
17. In the GraphGraph datadata setset list, select the type of data you want to display in the graph.
18. In the PagePage helphelp box, enter the text you want to use as the introduction paragraphto the page help for the report.
19. Click ContinueContinue.
The FiltersFilters page appears.
20. Specify any filters you want applied to the report.
21. If you are creating a report for a relative time period, specify a date filter thatdefines the time period.
22. Click ContinueContinue.
The A/BA/B GroupsGroups page appears.
23. If you want to see the report data for two sets of filters, specify the filter sets.
24. Click ContinueContinue.
The ReportReport SummarySummary page appears.
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NC30001
ToTo createcreate aa PathPath SummarySummary toto aa specificspecific pagepageA Path Summary to a specific page report enables you to analyze how visitors usuallyarrive at a given page on your Web site. For example, you could analyze which pagesvisitors 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 CustomCustom tab.
3. Click CreateCreate ReportReport.
4. Click DefineDefine aa newnew reportreport, click PathPath SummarySummary to a specific page, and clickContinueContinue.
The SpecifyingSpecifying thethe PagePage page appears.
5. If you are creating a report for a fixed time frame, use the calendar to select the timeframe whose data you want included in the report.
6. 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 ContinueContinue.
7. The DimensionsDimensions page appears with the Path to dimension in the SelectedSelecteddimensionsdimensions list.
8. Click ContinueContinue.
9. Select the metrics you want in the report.
Click ContinueContinue.
10. In the ReportReport titletitle box, enter the title you want for this report.
11. In the StyleStyle ofof reportreport list, select an option.
• Select LinearLinear viewview to create a report that lists each path toward the concludingpage from start to finish (given the maximum length of the path). Paths aresorted according to the metric values for the path as a whole.
• Select TreeTree viewview to create a report that lists each next-to-last page in paths thatend at the specified concluding page. You can expand each row to show themost popular second-to-last pages in paths that went through the next-to-lastpage and ended at the concluding page.
12. In the NumberNumber ofof rowsrows perper pagepage list, select the number of rows you want per pageof the report.
13. In the NumberNumber ofof pagespages perper rowrow list, select the number of second-to-last pages tobe listed for each next-to-last page listed in the report.
This option is not available if the StyleStyle ofof reportreport option is set to LinearLinear ViewView.
14. In the MaximumMaximum lengthlength ofof pathpath list, select the maximum number of pages that canbe in the paths you track.
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Paths will be truncated to fit this maximum. (This option is not available if the StyleStyleofof reportreport option is set to TreeTree viewview.)
15. In the ColumnColumn toto sortsort byby list, select the name of the column by which you want torank items in the report.
16. In the SortSort orderorder list, select either AscendingAscending or DescendingDescending.
17. In the TypeType ofof graphgraph list, select the graph format you want to use.
If the StyleStyle ofof reportreport option is set to TreeTree viewview, the TypeType ofof graphgraph list will contain theadditional graph format PathPath chartchart.
18. In the GraphGraph datadata setset list, select the type of data you want to display in the graph.
19. In the PagePage helphelp box, enter the text you want to use as the introduction paragraphto the page help for the report.
20. Click ContinueContinue. The FiltersFilters page appears.
21. Specify any filters you want applied to the report.
22. If you are creating a report for a relative time period, specify a date filter thatdefines the time period.
23. Click ContinueContinue.
The A/BA/B GroupsGroups page appears.
24. If you want to see the report data for two sets of filters, specify the filter sets.
25. Click ContinueContinue.
The ReportReport SummarySummary page appears.NB40002
CreatingCreating aa scenarioscenario reportreport■ To create a scenario report■ About scenario reports
NB4000B
ToTo createcreate aa scenarioscenario reportreportEach step in a scenario report must be defined by either a one or more page filters orby 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 create a scenario report:
1. View the profile in which you want to create the scenario report.
2. Click the CustomCustom tab > CreateCreate ReportReport > DefineDefine aa newnew reportreport > ScenarioScenario reportreport.
3. If you want to create a report for a fixed time frame, use the calendar to select therange. If you plan to save the report and want it to retain the time frame, use a datefilter rather than the calendar. (Calendar settings are not retained in saved reports.)You'll have the opportunity to add filters after you define the report steps.
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4. For each step in the report, add either a single visitor profile or one or more pagesor page filters.
• To add a visitor profile to a step:
a. Click the VisitorVisitor ProfilesProfiles tab.
b. Click the visitor profile you want to add.
c. Click a step to select it.
d. Click Click AddAdd toto SelectedSelected StepStep.
• To add a single page to a step:
a. Click the SearchSearch PagesPages tab.
b. Enter search criteria for the page you want to apply and click SearchSearch.
c. From the ResultsResults list, select the page you want.
d. Click a step to select it.
e. Click AddAdd toto SelectedSelected StepStep.
• To add a page filter to a step:
a. Click the PagePage tab.
b. Select a matching criteria (for example, “that starts with”, “that do notcontain”).
c. Enter a matching string or make a selection from the SelectSelect aa PagePage list.
d. Click a step to select it.
e. Click AddAdd toto SelectedSelected StepStep.
When you add multiple page filters to a step, those with identical settings forboth that/that do not AND match type are logically ORed together. If theirsettings are not identical they are logically ANDed. For example, the filters thatmatch mypage.htm and that match yourpage.htm will be logically ORed. Thefilters that start with mypage and that contain yourpage will be logically ANDed.Pages added using the SearchSearch PagesPages tab function as positive exact matchesand therefore are logically ORed.
5. If 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 ResetReset StepsSteps.
• To clear all steps of values, click ClearClear.
6. Optionally, you can require that each step in the report must be completed in asingle visit.
7. Click ContinueContinue.
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8. In ReportReport descriptiondescription:
• Enter a unique title for the report.
• Select the type of graph you want (funnel is a common format for scenarioreports).
• Select which report metric you want the graph to display. The list contains all ofthe report's "graphable" metrics. To use All Columns the graph type must be abar or line chart.
• Optionally, In PagePage helphelp, enter explanatory text. It will display below the reportwhen it is viewed.
9. Click ContinueContinue. At this point you can save, run, email, or perform other actions onthe report. You can also add filters, metrics, apply A/B filters, or change any of theoptions you selected in previous steps.
NC40002
AboutAbout scenarioscenario reportsreportsScenario reports (often called funnel reports) let you see how many visitors and visitsare performing each step in a series of defined steps. Typically they're used to trackbehavior towards a specific goal, such as making a purchase, finding resolution to anissue, 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 multiplevisits.
Each step in a scenario report must be defined by either one or more page views or bya visitor profile--a set of filter criteria that defines a group of visitors. For example, youmight create a visitor profile that selects visitors referred by certain internet searchphrase they used to find your site.
In the scenario report shown here, visits are tracked from a site's index (home) page, toa page that lists coffees for sale, to a page where an individual coffee can be viewedand added to a shopping cart, and finally to a thank you page that displays after anorder is placed. Each step's visitor drop-off and conversion percentage is relative to theprevious step in the report. Each steps visitor and visit percentage is relative to the totalnumber of visitors and visits to the site in the report's time frame.
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Note that scenario reports do not track the actual order in which visitors performsteps. For each step, they simply report how many visitors performed both that stepand all preceding steps within the report's date range. So a visitor who performs athird step before a second will still be counted in the scenario report as long as thestep was performed in the correct time frame.
GraphGraph typestypes forfor scenarioscenario reportsreportsScenario reports are typically displayed as funnel graphs (hence their alternate name)but you can display them using any graph type you choose.
UsingUsing filtersfilters withwith scenarioscenario reportsreportsYou 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 UnicaNetInsight determines visitor and visit counts for scenario reports. And at what point inthe process filters are applied.
Here's how NetInsight calculates the visitor and visit counts for each step in a scenarioreport:
To de- 1. First NetInsight finds all visitors who match the report's filters. If a date filter has beentermine applied, to be included visitors must have completed each step in the scenario withinvisitor that time period.count:
2. Next, of the visitors who matched the filters, NetInsight finds those who completed thisstep and all preceding steps.
To de- 1. NetInsight finds all of the visits from those visitors that match the report's filters.termine
2. Next NetInsight counts the number of visits in which those visitors completed the currentvisitstep.count:
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IfIf youyou seesee unexpectedunexpected resultsresults
It is possible to have a report with visit counts that increase from step to step ratherthan decrease as expected. This can occur when a higher percentage of visits matchthe filters for the later steps (something especially likely with view-based filters).
It is also possible for visitor counts to change based on the current calendar setting. Forexample, suppose your scenario has two steps and you use the calendar to display thedata for July, then August. Joe completes step one in July and step two in August. Joewill 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 twoin that time period, not both as required. If you were to restore the calendar view toViewView AllAll you would see Joe included in the report for both steps.
NB50001
SpecifyingSpecifying aa timetime frameframe■ About time frames■ To specify a fixed time frame using the calendar■ To specify a relative or fixed time frame using a date filter
NB5000A
AboutAbout timetime framesframesTime frames can be fixed or relative. A fixed time frame will not change. For example, ifyou create a report for October 2009, it will always display data from October 2009. Arelative time frame changes over time. For example, if on January 1, 2009, you create areport for the time frame Today, it will display data for January 1, 2009. If you save thereport and display it again the next day, it will display data for January 2, 2009.
You can specify a fixed time frame for a report using the calendar or using a date filter.You specify a relative time frame using a date filter.
If you want to save the report and have the saved report keep the fixed time frame,specify the fixed time frame using a date filter. The calendar setting is not preservedin saved reports.
NC50001
ToTo specifyspecify aa fixedfixed timetime frameframe usingusing thethe calendarcalendar1. From the calendar, select the time period whose data you want to analyze.
To display:
• Data for a single day, click the day. (If a month is not displayed in the calendar,first click ViewView MonthMonth.)
• Data for multiple non-consecutive days in the month, hold down the CtrlCtrl keywhile you click the days you want to display. (If a month is not displayed in thecalendar, first click ViewView MonthMonth.)
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• Data for a range of days in the month, click the first date in the range, press theShiftShift key and hold it down while you click the last date in the range. (If a monthis not displayed in the calendar, first click ViewView MonthMonth.)
• Data for an entire week, click the arrow to the right of the week. (If a month isnot displayed in the calendar, first click ViewView MonthMonth.)
• Data for a range of days that includes dates in multiple months, click ViewViewCustomCustom, enter a From and a To date, and click ApplyApply CalendarCalendar. (Note:Note: You mustenter dates in the form mm/dd/yyyy. The year must have four digits.)
• Data for all dates on the currently visible calendar that fall on a certain day of theweek (for example, all the Mondays), click the column header for that day of theweek. (If a month is not displayed in the calendar, first click ViewView MonthMonth.)
• Data for multiple days of the week (for example, all the Sundays and all theSaturdays in the currently visible calendar), hold down the CtrlCtrl key (OptionOption keyon a Macintosh) while clicking the column headers for the days of the week youwant. (If a month is not displayed in the calendar, click ViewView MonthMonth.)
• Data for the entire month, click ViewView MonthMonth.
• Data for the quarter, click ViewView QuarterQuarter.
• Data for the year, click ViewView YearYear.
• All the data, click ViewView AllAll.
• A different month in the calendar, click the arrows to either side of the monthname. (If a month is not displayed in the calendar, first click ViewView MonthMonth.) Or,click the name of the month to display a list of months.
• A different quarter, click ViewView QuarterQuarter and then click the arrows to either side ofthe quarter name. Or, click the name of the quarter to display a list of quarters.
• A different year, click ViewView YearYear and use the arrows to either side of the year.Or, click the year to display a list of years.
2. Click ApplyApply CalendarCalendar.
If you have unapplied report changes in the queue, your report changes areapplied when you click ApplyApply CalendarCalendar.
NC60001
ToTo specifyspecify aa relativerelative oror fixedfixed timetime frameframe usingusing aa datedatefilterfilter1. Display the FiltersFilters page.
The FiltersFilters page displays automatically as part of the Custom Report Wizard. Youcan also display it manually by clicking FiltersFilters on the ReportReport SummarySummary page.
2. Click AddAdd.
3. Select DateDate and click ContinueContinue.
4. Specify the time frame you want to use for this report.
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• To include today’s date, select TodayToday.
• To include yesterday’s day, select YesterdayYesterday.
• To include data from a specified number of the specified time period units,starting with the current unit and counting back, select CurrentCurrent 22 daysdays, enter thedesired number of units in the first box, and select a time period unit (days,weeks, months, quarters, or years) from the drop-down list. CurrentCurrent 22 daysdays willinclude data from today and yesterday.
• To include data from a specified number of the specified time period units,starting with the previous unit and counting back, select PreviousPrevious 22 daysdays, enterthe 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. PreviousPrevious 22 daysdays willinclude data from yesterday and the day before yesterday.
• To include data from the current specified time period unit (other than day),select CurrentCurrent weekweek and then select the desired time period unit (week, month,quarter, or year) from the drop-down list.
• To include data from the previous specified time period unit (other than day),select PreviousPrevious weekweek and then select the desired time period unit (week, month,quarter, or year) from the drop-down list.
• To include data from a fixed time frame, select DatesDates from and then select thestart and end dates of the desired time frame from the drop-down lists.
5. When you have specified the time period you want, click ContinueContinue.NB60001
SpecifyingSpecifying dimensionsdimensions■ About dimensions■ To specify dimensions for a report in the Custom Report Wizard
NB6000A
AboutAbout dimensionsdimensionsA dimension is a component that displays data from the log file without performing anoperation on it first. In all reports except crosstab reports, only one column displays adimension. For example, in the Browser Summary, the Browser column displays adimension. In reports, the dimension is in the column next to the row number.
NC70001
ToTo specifyspecify dimensionsdimensions forfor aa reportreport inin thethe CustomCustomReportReport WizardWizardIn the Custom Report Wizard, you specify dimensions for a report on the DimensionsDimensionspage.
1. Display the DimensionsDimensions page by doing one of the following:
a. Create a report using the DefineDefine aa newnew reportreport option. The DimensionsDimensions page willappear during the report creation process.
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b. Display the ReportReport SummariesSummaries page for a report and click DimensionsDimensions.
2. To add a dimension:
a. Select a dimension in the AvailableAvailable dimensionsdimensions list.
b. Click AddAdd dimensiondimension (the arrow button that points to the right).
The dimension appears in the SelectedSelected dimensionsdimensions list.
3. To remove a dimension:
a. Select the dimension in the SelectedSelected dimensionsdimensions list.
b. Click Remove dimension (the arrow button pointing to the left).
The dimension disappears from the SelectedSelected dimensionsdimensions list and appears in theAvailableAvailable dimensionsdimensions list.
4. To reorder dimensions, select one or more dimensions and click MoveMove UpUp or MoveMoveDownDown.
The first dimension in the report is the primary dimension.NB70001
SpecifyingSpecifying metricsmetrics■ About metrics■ To specify metrics for a report in the Custom Report Wizard■ To add a metric through the Discovery Panel
NB7000A
AboutAbout metricsmetricsA metric is a numeric or date variable in which a mathematical operation has beenperformed. Most of the data on a Unica NetInsight report are supplied by metrics.
You can add metrics to a report at the Metrics page in the Custom Report Wizard or byusing the Discovery Panel. By default, Unica NetInsight has many metrics. You can alsocreate metrics in the profile options for use on any report in the profile or in the CustomReport Wizard for use on the current report only.
NC80001
ToTo specifyspecify metricsmetrics forfor aa reportreport inin thethe CustomCustom ReportReportWizardWizardIn the Custom Report Wizard, you specify metrics for a report on the MetricsMetrics page. TheMetricsMetrics page includes every metric in the profile, including custom metrics created in theprofile 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 MetricsMetrics page by doing one of the following:
a. Create a report using the DefineDefine aa newnew reportreport option. The MetricsMetrics page willappear during the report creation process.
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b. Display the ReportReport SummariesSummaries page for a report and click MetricsMetrics.
2. To add an existing metric:
a. Select a metric in the AvailableAvailable metricsmetrics list.
b. Click AddAdd metricmetric (the arrow button that points to the right).
The metric appears in the SelectedSelected metricsmetrics list.
3. To create and add a metric, click AddAdd customcustom metricmetric.
4. To edit a metric:
a. Select the metric in the SelectedSelected metricsmetrics list.
b. Click EditEdit metricmetric.
The CustomizingCustomizing aa metricmetric screen appears. When you are finished editing the metric,click ContinueContinue to save your changes and return to the MetricsMetrics page.
5. To remove a metric:
a. Select the metric in the SelectedSelected metricsmetrics list.
b. Click RemoveRemove metricmetric (the arrow button pointing to the left).
The metric disappears from the SelectedSelected metricsmetrics list . If the metric was not createdin the Custom Report Wizard, it appears in the AvailableAvailable metricsmetrics list. If the metricwas created in the Custom Report Wizard, it is deleted.
6. To reorder metrics, select one or more metrics and click MoveMove UpUp or MoveMove DownDown.
Metrics appear in the report from left to right in the order they are listed in theSelectedSelected metricsmetrics list.
NC90002
ToTo addadd aa metricmetric throughthrough thethe DiscoveryDiscovery PanelPanel1. Open the Discovery Panel.
The AvailableAvailable MetricsMetrics panel appear under the AvailableAvailable FiltersFilters panel.
Your administrator may have created custom folders and/or re-organized the metricsfrom 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 themetric. The metric appears in the report when you see two red triangles indicatingthe insertion location. You also can drag a metric after it appears to re-order it. Allmetric columns must appear to the right of all dimensions.
You can add additional metrics as needed. You can sort by any metric by clicking onthe metric column label in the report title bar. An up or down triangle appears showingwhich column is currently used to sort the report and the sort direction (ascending ordescending).
NB80001
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CreatingCreating anan A/BA/B reportreport■ 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
NB80008
AboutAbout A/BA/B reportsreportsAn A/B report enables you to see and compare data for two different groups in thesame report. Each group is defined by a set of filters. This is a powerful report forcomparing the behavior of two different sets across various dimensions and metrics.
For each dimension value in the report, there are four rows:
• The dimension value
• The metric values and percentages for the first group, defined by the first set offilters
• The metric values and percentages for the second group, defined by the second setof filters
• The percentage change, which is calculated as:
(Group2Value - Group1Value) / Group1Value
171
When the first group's value is greater than the second, the percentage change isnegative (displayed in parentheses) and shown with a red down arrow. When thesecond group's value is greater than the first, the percentage change is positive andshown with a green up arrow.
You can create an A/B report using the DiscoveryDiscovery PanelPanel or the CustomCustom ReportReport WizardWizard.
You can choose which metric to display in the graph of an A/B report. For each metricin the report, you can graph the value for Group A, Group B, the Delta, or theComparison. The Comparison is shown by default.
The only chart types available for the comparison graph are bar and line charts.
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NCA0001
ToTo createcreate anan A/BA/B reportreport throughthrough thethe DiscoveryDiscovery PanelPanelYou define the two groups for an A/B report using filters. You can create A/B reportsinteractively using the Discovery Panel or using the Custom Report Wizard.
1. View the report for which you want to create an A/B report.
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2. Click the A/B Testing icon ( ).
The A/B Report panel opens above the chart:
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. TheA/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 GroupGroup AA and GroupGroup BB and enteringnew titles.
4. In the DiscoveryDiscovery PanelPanel, drag the filter you want onto the appropriate filter area forGroup 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 ( ) locatedin-between the two group definitions (if Multi-Edit mode is off) or click RunRun ReportReport (ifMulti-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 thevalue 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 orprimary 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.NCB0001
ToTo createcreate anan A/BA/B reportreport usingusing thethe CustomCustom ReportReportWizardWizardYou define the two groups for an A/B report using filters. You can create A/B reportsinteractively using the Discovery Panel or using the Custom Report Wizard.
1. Display the A/B Groups page by doing one of the following:
a. Create a report using the Define a new report option. The A/B Groups page willappear during the report creation process.
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b. Display the Report Summary page for a report and click A/BA/B GroupsGroups.
2. In the text box on the left side of the page, enter the title you want to appear in thereport for the first group.
3. Click AddAdd and specify a filter for this group.
4. When you are through defining the filter, the A/B Groups page displays again withthe filter listed in the list box. Click AddAdd to add another filter.
5. When you have added all the filters for this group, repeat step 2 through step 4 onthe right side of the page for the second filter group.
6. Click ContinueContinue.
7. At the Report Summary page, click SortSort orderorder to display the General page.
8. 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 thetitle of group A.
b. To order the dimension values in the report by the value for group B, select thetitle of group B.
c. To order the dimension values in the report according to how much differencethere 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 reportgraph.
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.NB90001
CreatingCreating aa comparativecomparative reportreport■ About comparative reports■ To create a comparative report
NB90007
AboutAbout comparativecomparative reportsreportsA comparative report enables you to see and compare data for two different timeperiods in the same report. Comparison reports are useful for analyzing potentialchanges in customer behavior before and after a specific event.
For each dimension value in a comparative report, there are four rows:
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• The dimension value
• The metric values and percentages for the first time period
• The metric values for the second time period
• The percentage change, which is calculated as:
(TimePeriod2Value - TimePeriod1Value) / TimePeriod1Value
Unica NetInsight - Administrator's Guide
When the first time period's value is greater than the second, the percentagechange 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 percentagechange is positive and shown with a green up arrow.
You create reports using the Comparative Reports icon ( ), which is available onthe toolbar on the ReportsReports tab. You then filter the report by date, once for each timeperiod.
After you click the Comparative Reports icon and specify the two time periods, everyreport you subsequently view is a comparative report until you click the icon again toturn comparative reports off.
NCC0001
ToTo createcreate aa comparativecomparative reportreportYou create comparative reports at the Reports tab. Comparative reports cannot becreated using the Custom Report Wizard.
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 forthis report.
4. Using the bottom calendar, specify the second time period whose data you want toview for this report.
5. Click the ApplyApply CalendarCalendar button on either calendar.
The comparative report appears. Every report you view after this will be a comparativereport until you click the icon again to turn comparative reports off and either select anew report or select a new time period from the calendar.
NBA0001
ToTo savesave aa customizedcustomized reportreportIf you want the saved report to keep the time period specified in the calendar, you mustspecify the time period using date filters created using the Custom Report Wizard or theDiscovery Panel. The calendar setting is not preserved in saved reports.
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Changing the content of a report
When you customize a report, either by using the Custom Report Wizard or bymodifying an existing report using the Report Designer, you can save your new ormodified report from the ReportReport SummarySummary screen.
If Multi-Edit mode is on and you have unapplied report changes in the queue, the savedreport reflects the report as it will look after you click RunRun ReportReport.
1. Click SaveSave.
2. Provide a name for your report in the ReportReport titletitle field.
If you are editing an existing report from the CustomCustom tab, you can overwrite thereport with your changes. If you are editing a pre-existing report from the ReportDesigner, you must specify a new name to save your modified report.
3. If you have custom help written for this report, you can specify the URL of the webpage to display in the HelpHelp topictopic URLURL field.
4. Enable SaveSave asas newnew reportreport.
As a best practice, you should save all reports as new reports. If you overwritepre-generated reports, your changes will be lost when the profile is updated.
5. Enable DisplayDisplay filtersfilters onon reportreport to display any applied filters at the top of the report.
6. Enable AutomaticallyAutomatically updateupdate fullfull reportreport to automatically update the report for Fullreporting mode when the profile is updated.
7. Enable AutomaticallyAutomatically updateupdate samplesample reportreport to automatically update the report forSample reporting mode when the profile is updated.
8. Enable AutomaticallyAutomatically archivearchive reportreport to preserve a copy of the report each time theprofile is updated, instead of having newer versions saved on top of older ones.
This option is only available if the report has a relative date filter (YesterdayYesterday, TodayToday,PreviousPrevious weekweek, etc.).
You cannot drill down into archived reports. Archived reports have no links.
9. Choose a folder from the SaveSave reportreport toto folder drop-down list.
10. Click ContinueContinue.
Your custom report has been saved. You may need to refresh your report list for thereport to be visible in the list.
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ChangingChanging thethe contentcontent ofof aa reportreport■ To edit a report using the Report Summary page■ To display axis labels for dashboard reports
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ToTo editedit aa reportreport usingusing thethe ReportReport SummarySummary pagepageYou 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 RunRun. To save your report, click SaveSave.
You can also use the Discovery Panel to add or remove filters, metrics, or dimensionswhile viewing the report.
NCD0001
ToTo displaydisplay axisaxis labelslabels forfor dashboarddashboard reportsreportsBy default, Unica NetInsight does not display X,Y axis labels for reports displayed in adashboard. You can enable axis labels for a dashboard report as described below.
X,Y axis labels pertain to bar and line charts only. For pie charts, rather than an axislabel, the Graph data set label is displayed.
1. With the desired dashboard displayed, click the Report Designer icon ( ).
The Report Summary page opens.
2. In the Report description dialog, click the LeftLeft columncolumn or RightRight columncolumn link.
3. In the Dashboard sections dialog, select the desired report and click EditEdit.
4. In the Section description dialog, uncheck HideHide axisaxis titlestitles.
5. Save the report.
Axis labels for the report are displayed the next time the profile is updated.
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N10510
88 Archiving,Archiving, Emailing,Emailing, andandExportingExportingReportsReports
■ About archiving reports■ To archive a report■ To view archived reports■ To remove archived reports■ Emailing reports■ To export a report as a file■ Working with portlets■ Working with group selections
NCE0001
AboutAbout archivingarchiving reportsreportsBecause you can generate a report at any time, there is generally no need to archive aseparate copy of a report for record keeping. However, archived reports provide a staticsnapshot of data and use fewer database resources, so you may wish to archive reportsto make better use of your resources or to preserve a view of data at a particular pointin time.
You can view, export, and print archived reports.
Unica NetInsight always archives reports using Full mode, regardless of the reportingmode you are currently using in the profile.
You cannot drill down into archived reports. An archived report has no links.
NCF0001
ToTo archivearchive aa reportreport1. View the Profile that contains the report you want to archive.
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2. Display the ReportReport SummarySummary page for the report you want to archive.
You can open the ReportReport SummarySummary page by clicking the Report Designer icon
( ), or by selecting the report in the CustomCustom tab and clicking EditEdit ReportReport.
3. Click ArchiveArchive.
4. In the ReportReport titletitle field, modify the name of the report as needed.
5. If you want the filters to be listed on the report, select the DisplayDisplay filtersfilters onon reportreportcheck box.
6. Click ContinueContinue.
The report is archived.ND00001
ToTo viewview archivedarchived reportsreports1. View the profile that contains the archived report you want to view.
2. Click the ArchiveArchive tab.
You cannot interact with static reports (that is, they are not drillable, sortable, orotherwise modifiable). Archived reports always display in Full reporting mode.
3. From the ReportReport toto DisplayDisplay drop-down list, select the archived report you want toview.
The report is displayed.
You can now save or print the report.ND10001
ToTo removeremove archivedarchived reportsreports1. View the profile that contains the archived report you want to remove.
2. Click the OptionsOptions tab.
3. In the UnicaUnica NetInsightNetInsight OptionsOptions drop-down list at the top of the screen, selectRemoveRemove ArchivedArchived ReportsReports.
The ArchivedArchived reportsreports screen opens, listing the archived reports
4. Do one of the following to remove the reports.
• To remove only some of the archived reports, select them in the list and clickRemoveRemove SelectedSelected ReportsReports.
• To remove all the reports, click RemoveRemove AllAll ReportsReports.
The selected reports are permanently removed from the archive.ND20001
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EmailingEmailing reportsreports■ About emailing reports■ To email a report■ To create an email task■ To execute an email task■ To create an email alert■ To execute an email alert■ About scheduling email tasks and email alerts
ND20008
AboutAbout emailingemailing reportsreportsUnica NetInsight enables you to email reports to others. If you routinely send the samereports to the same people, you can create one or more email tasks, which specifywhich 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 aspecified 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 emailthe full version of the report or the sample version. When you email a report from theReport Summary page, you do not have a ReportingReporting modemode option. The report is emailedaccording to the reporting mode currently specified for the profile. Reports sent as partof 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 currentlydisplayed 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 theemailed report.
You can execute an email task or email alert manually from either the Unica NetInsightinterface or the command line, or you can schedule the task or alert to executeautomatically.
ND60001
ToTo emailemail aa reportreportBefore you can email a report, an email server must be configured for use with UnicaNetInsight.
You can email any report while viewing it.
1. Display the report you want to email.
2. Click the Email icon ( ).
3. In the FromFrom addressaddress field, enter the email address from which this report is to bemailed.
Any email messages returned as undeliverable are returned to this address.
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4. In the ToTo addressaddress field, enter the email address to which you want to send thereport.
Separate multiple email addresses with commas or semicolons.
5. In the SubjectSubject ofof emailemail field, enter the subject of this email message.
6. In the FormatFormat ofof reportreport list, select the report format you want to use.
7. In the ReportingReporting modemode list, select the reporting mode in which you want to export thereport.
The ReportingReporting modemode option only appears if sampling is enabled and you have theprivilege for changing the export reporting mode.
8. If you are emailing a report in .csv format, select one of the options from the DataData totoe-maile-mail drop-down list.
• To email only the data currently displayed on the report page, select JustJust thisthisreportreport. If the report is not currently displayed, the email will contain only the firstpage of data, up to the number of rows per page specified in the ReportDesigner.
• To email the maximum amount of data returned in the report up to the limitdefined for your system, select MaximumMaximum datadata allowedallowed.
9. In the AdditionalAdditional texttext field, enter the text you want to include in the body of the emailmessage that contains the report and chart.
10. Click ContinueContinue.ND70001
ToTo createcreate anan emailemail tasktask■ To create an email task■ To add or edit reports for an email task■ To add or edit recipients for an email task■ To test an email task■ To edit an email task■ To delete an email task
ND70008
ToTo createcreate anan emailemail tasktask1. While working with a profile containing the reports you want to email, click OptionsOptions.
2. In the left panel, under EmailEmail, click EmailEmail TasksTasks.
The AvailableAvailable emailemail taskstasks screen opens.
3. Click AddAdd.
The EmailEmail tasktask descriptiondescription screen opens.
4. In the NameName ofof tasktask field, enter the name you want displayed for this email task inthe AvailableAvailable emailemail taskstasks list.
Use a name that clearly identifies the task.
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5. In the FromFrom addressaddress field, enter the email address from which the reports in thisemail task will be mailed to users.
Any email messages returned as undeliverable, as well as any replies sent byrecipients, are sent to this address.
If you do not enter an address, Unica NetInsight uses the email addressspecified for the FromFrom addressaddress option in the administrative options.
6. In the SubjectSubject ofof emailemail field, enter the text you want to appear in the subject line ofthe email the recipients receive.
7. In the FormatFormat ofof reportsreports 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 DataData totoe-maile-mail drop-down list.
• To email only the first page of data, up to the number of rows per page specifiedin the Report Designer, select JustJust thisthis reportreport.
• To email the maximum amount of data returned in the report up to the limitdefined for your system, select MaximumMaximum datadata allowedallowed.
9. In the TimeTime periodperiod listlist, select the time period for which the metric will be calculated.
10. If you have scheduled the -email command-line option to automatically executeall the email tasks for this profile but you do not want this email task executed withthe group, select the ExcludeExclude fromfrom batchbatch executionexecution check box.
This email task is then executed only when you use the -emailtask command-lineoption or select the task in the AvailableAvailable emailemail taskstasks list and click ExecuteExecute.
This option is especially useful when most of your email tasks are executed dailyand you want to create a task that executes weekly, monthly, or quarterly.
11. In the AdditionalAdditional texttext field, enter the text you want to include in the body of theemail message that contains the reports and graphs.
For example, you could include descriptions of the data contained in each report.
12. Click SaveSave OptionsOptions and then click ContinueContinue.
Before the email task is functional, you must:
• Add one or more reports to the email task
• Add one or more recipients to the email taskNDC0001
ToTo addadd oror editedit reportsreports forfor anan emailemail tasktaskYou must create the email task to add reports to before completing the instructionsbelow.
When you execute an email task, Unica NetInsight includes all the reports in the emailtask in one email message. You can specify the order in which you want the reports toappear when you add reports to the email task.
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1. While working with the profile, click OptionsOptions.
2. In the OptionsOptions panel, under EmailEmail, click EmailEmail TasksTasks.
The AvailableAvailable emailemail taskstasks screen opens.
3. Select the email task to add reports to.
4. Click ReportsReports.
The ReportsReports toto bebe sentsent forfor profileprofile screen opens.
5. Select reports in the AvailableAvailable reportsreports list and use the right arrow button to movereports you want to send to the SelectedSelected reportsreports list. You can use the left arrowbutton to remove any reports you do not want to send.
6. Select reports in the SelectedSelected reportsreports list and use the up and down buttons to adjustthe order of reports to be included.
7. When all the reports you want to include are in the SelectedSelected reportsreports list and in thedesired order, click SaveSave OptionsOptions and then click ContinueContinue.
NDD0001
ToTo addadd oror editedit recipientsrecipients forfor anan emailemail tasktaskYou must create the email task to add recipients to before completing the instructionsbelow.
If the list of recipients is particularly long, you may want to contact your emailadministrator 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 canthen mail the reports to the alias and all the recipients will receive them.
1. While working with the profile, click OptionsOptions.
2. In the left panel, under EmailEmail, click EmailEmail TasksTasks.
The AvailableAvailable emailemail taskstasks screen opens.
3. Select the appropriate email task.
4. Click RecipientsRecipients.
The RecipientsRecipients ofof reportsreports forfor profileprofile screen opens.
5. Click AddAdd.
The EmailEmail addressaddress field appears.
6. Enter the email address of one person who should receive the reports and clickAddAdd.
7. Click ContinueContinue.NDE0001
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ToTo testtest anan emailemail tasktaskYou can test an email task to ensure that the resulting email is what you want withoutsending it to everyone on the recipient list. You can specify a test email account toreceive the reports for verification purposes. You can also use this feature to send thereports in an email task to a list of recipients that is different than the list specified in theemail task.
Unica NetInsight does not display errors it encounters while executing the email taskwhen you are testing. If you need to troubleshoot an email task, execute it from thenettracker.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 OptionsOptions.
2. In the left panel, under EmailEmail, click EmailEmail TasksTasks.
The AvailableAvailable emailemail taskstasks screen opens.
3. Select the email task to test.
4. Click TestTest.
The TestTest emailemail tasktask screen opens.
5. In the EmailEmail addressaddress field, enter the list of email addresses to which you want thereports in the email task sent.
Separate multiple addresses with commas or semicolons. (Spaces before or afterthe commas are ignored.)
6. Click ExecuteExecute.NDF0001
ToTo editedit anan emailemail tasktask1. While working with the profile, click OptionsOptions.
2. In the left panel, under EmailEmail, click EmailEmail TasksTasks.
The AvailableAvailable emailemail taskstasks screen opens.
3. Select the appropriate email task.
4. Click EditEdit.
The EmailEmail tasktask descriptiondescription screen opens.
5. Edit values as desired and click SaveSave.
You can now:
• Add reports to an email task
• Add recipients to an email taskNE00001
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ToTo deletedelete anan emailemail tasktaskWhen you delete an email task, all email alerts that use the email task areautomatically deleted as well.
1. While working with the profile, click OptionsOptions.
2. In the OptionsOptions panel, select EmailEmail >> EmailEmail TasksTasks.
The AvailableAvailable emailemail taskstasks screen opens.
3. Select the email task to delete.
4. Click DeleteDelete.
The email task is deleted.
5. Click ContinueContinue.ND80001
ToTo executeexecute anan emailemail tasktask■ To execute an email task■ To execute an email task from the command line■ To execute all email tasks from the command line
ND8000A
ToTo executeexecute anan emailemail tasktaskYou must do the following before executing an email task:
• Create the email task
• Add reports to an email task
• Add recipients to an email task
When you execute an email task, Unica NetInsight includes all the reports in the emailtask in one email message and sends it to the specified recipients.
1. While working with the profile, click OptionsOptions.
2. In the left panel, under EmailEmail, click EmailEmail TasksTasks.
The AvailableAvailable emailemail taskstasks screen opens.
3. Select the email task to execute.
4. Click ExecuteExecute.NE10002
ToTo executeexecute anan emailemail tasktask fromfrom thethe commandcommand linelineYou must do the following before executing an email task:
• Create the email task
• Add reports to an email task
• Add recipients to an email task
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When you execute an email task, Unica NetInsight includes all the reports in the emailtask in one email message. You can specify the order in which you want the reports toappear when you add reports to the email task.
Executing an email task from the command line allows you to easily automate deliveryof reports by scheduling email task execution using a scheduler. Executing an emailtask from the command line also enables you to see any errors encountered whileexecuting the task.
1. Open a command prompt or terminal.
2. Change to the Unica NetInsight program directory.
(The default program directory on UNIX is /usr/local/netinsight. The defaultUnica NetInsight program directory on Windows is C:\ProgramFiles\NetInsight.
3. Run the following command:
where short_profile_name is the short name of the profile containing the emailtask you want to execute and taskname is the name of the email task. Short profilenames appear in parentheses in the Profile Manager. You can also run thecommand Nettracker admin -list to see a list of all the short profile names.
You can also use the -recipients command-line option to specify recipientsother than those specified in the email task.
nettracker short_profile_name -emailtask tasknameNE20002
ToTo executeexecute allall emailemail taskstasks fromfrom thethe commandcommand linelineYou must do the following before executing all email tasks:
• Create the email task
• Add reports to an email task
• Add recipients to an email task
When you execute an email task, Unica NetInsight includes all the reports in the emailtask in one email message. You can specify the order in which you want the reports toappear 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 ExcludeExclude fromfrom batchbatch executionexecution check box selected are notexecuted.
1. Open a command prompt or terminal.
2. Change to the Unica NetInsight program directory.
(The default program directory on UNIX is /usr/local/netinsight. The defaultUnica NetInsight program directory on Windows is C:\ProgramFiles\NetInsight.)
3. Run the following command:
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where short_profile_name is the short name of the profile containing the emailtasks you want to execute. Short profile names appear in parentheses in the ProfileManager. You can also run the command Nettracker admin -list to see a listof all the short profile names.
You can also use the -recipients command-line option to specify recipientsother than those specified in the email task.
nettracker short_profile_name -email
ND90001
ToTo createcreate anan emailemail alertalert■ To create an email alert■ To modify filters for an email alert■ To test an email alert■ To edit an email alert■ To delete an email alert
ND9000A
ToTo createcreate anan emailemail alertalertYou must create at least one fully-configured email task before you can create an emailalert.
1. While working with the profile containing the email task that should be executed,click OptionsOptions.
2. In the left panel, under EmailEmail, click EmailEmail AlertsAlerts.
The AvailableAvailable emailemail alertsalerts screen opens.
3. Click AddAdd.
The EmailEmail alertalert descriptiondescription screen opens.
4. In the NameName ofof alertalert field, enter the name you want displayed for this alert in theAvailableAvailable emailemail alertsalerts listlist.
Use a name that will clearly identify the alert.
5. In the EmailEmail tasktask list, select the email task to be executed if the criteria you specifyfor the alert are met.
6. In the TimeTime periodperiod list, select the time period for which the metric will be calculated.
• To include data from a specified number of the specified time period units,starting with the current unit and counting back, select CurrentCurrent, enter the desirednumber of units in the first field, and select a time period unit from the drop-downlist. For example, specifying CurrentCurrent 22 daysdays includes data from today andyesterday.
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• To include data from a specified number of the specified time period units,starting with the previous unit and counting back, select PreviousPrevious, enter thedesired number of units in the first box, and select a time period unit from thedrop-down list. For example, specifying PreviousPrevious 22 daysdays includes data fromyesterday and the day before yesterday.
7. In the MetricMetric list, select the metric for which you want to calculate a value.
8. In the ExecuteExecute ifif calculatedcalculated valuevalue isis list, select the comparison type to use tocompare the calculated value to the threshold value.
9. Enter a number for the threshold value in the next field to the right.
10. Click SaveSave OptionsOptions, then click ContinueContinue.
You can now add filters to the alert.NE30001
ToTo modifymodify filtersfilters forfor anan emailemail alertalert1. While working with the profile, click OptionsOptions.
2. In the left panel, under EmailEmail, click EmailEmail AlertsAlerts.
The AvailableAvailable emailemail alertsalerts screen opens.
3. Select the email alert to modify filters for.
4. Click FiltersFilters.
The FiltersFilters thatthat belongbelong toto emailemail alertalert screen opens.
5. To add a filter:
a. Click AddAdd FilterFilter.
The AvailableAvailable filtersfilters screen opens.
b. Select a filter and click ContinueContinue.
The FilterFilter descriptiondescription screen opens.
c. Select one or more bins for the filter and click ContinueContinue. For a string variable, fillin the Filter Description screen.
6. To edit a filter:
a. Select the filter to edit.
b. Click EditEdit FilterFilter.
The AvailableAvailable filtersfilters screen opens.
c. Edit the filter as desired and click ContinueContinue.
7. To delete a filter:
a. Select the filter to delete.
b. Click DeleteDelete FilterFilter.
The filter is deleted.
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8. Repeat steps 5 through 7 until the filter list is complete.
9. Click SaveSave FiltersFilters.NE40001
ToTo testtest anan emailemail alertalertBefore you execute an email alert, you should test it to troubleshoot the criteria youspecified for the alert. When you test an email alert, a message displays the calculatedvalue of the metric values that match the filters you specified, whether this calculatedvalue meets the threshold value, and whether or not the alert would have beenexecuted.
1. While working with the profile, click OptionsOptions.
2. In the left panel, under EmailEmail, click EmailEmail AlertsAlerts.
The AvailableAvailable emailemail alertsalerts screen opens.
3. Select the email alert to test.
4. Click TestTest.
The TestTest emailemail alertalert screen opens, showing the results of the test.NE50001
ToTo editedit anan emailemail alertalert1. While working with the profiles, click OptionsOptions.
2. In the left panel, under EmailEmail, click EmailEmail AlertsAlerts.
The AvailableAvailable emailemail alertsalerts screen opens.
3. Select the email alert to edit.
4. Click EditEdit.
The EmailEmail alertalert descriptiondescription screen opens.
5. Edit the fields on this screen as desired and click SaveSave.
You now add filters to the alert.NE60001
ToTo deletedelete anan emailemail alertalert1. While working with the profile, click OptionsOptions.
2. In the OptionsOptions panel, select EmailEmail >> EmailEmail AlertsAlerts.
The AvailableAvailable emailemail alertsalerts screen opens.
3. Select the email alert to delete.
4. Click DeleteDelete.
The email alert is deleted.
5. Click ContinueContinue.NDA0001
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ToTo executeexecute anan emailemail alertalert■ To execute an email alert■ To execute an email alert from the command line■ To execute all email alerts from the command line
NDA000A
ToTo executeexecute anan emailemail alertalertYou must do the following before executing an email alert:
• Create an email task containing one or more reports
• Create the email alert
• Optionally add filters to the email alert
1. While working with the profile, click OptionsOptions.
2. In the left panel, under EmailEmail, click EmailEmail AlertsAlerts.
The AvailableAvailable emailemail alertsalerts screen opens.
3. Select the email alert to execute.
4. Click ExecuteExecute.NE70001
ToTo executeexecute anan emailemail alertalert fromfrom thethe commandcommand linelineYou must do the following before executing an email alert:
• Create an email task containing one or more reports
• Optionally create the email alert
• Add filters to the email alert
1. Open a command prompt or terminal.
2. Change to the Unica NetInsight program directory.
(The default program directory on UNIX is /usr/local/ Unica NetInsight. The defaultUnica NetInsight program directory on Windows is C:\Program Files\UnicaNetInsight.)
3. Run the following command:
where profile_name is the short name of the profile containing the email alert youwant to execute and alertname is the name of the email alert. Short profile namesappear in parentheses in the Profile Manager. You can also run the commandNettracker admin -list to see a list of all the short profile names.
nettracker profile_name -alerttask alertname
NE80001
ToTo executeexecute allall emailemail alertsalerts fromfrom thethe commandcommand linelineYou must do the following before executing an email alert:
• Create an email task containing one or more reports
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• Create the email alert
• Add filters to the email alert
1. Open a command prompt or terminal.
2. Change to the Unica NetInsight program directory.
(The default program directory on UNIX is /usr/local/Unica NetInsight. Thedefault Unica NetInsight program directory on Windows is C:\ProgramFiles\Unica NetInsight.)
3. Run the following command:
where profile_name is the short name of the profile containing the email alert youwant 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 theshort profile names.
nettracker profile_name -alert
NDB0001
AboutAbout schedulingscheduling emailemail taskstasks andand emailemail alertsalertsYou can schedule the execution of email tasks and email alerts through the TaskScheduler on a Windows system or through croncron on a UNIX system. You may want toschedule the sending of emailed reports along with an update so that updated reportsare 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, notSample mode.
Unica NetInsight email options must be properly configured for scheduled emailtasks to execute successfully.
SchedulingScheduling allall emailemail taskstasks andand emailemail alertsalerts onon aa WindowsWindows systemsystemTo schedule all email tasks and email alerts in a profile on a Windows system, you usethe AT command. For example:
AT 11:05PM /every:m,t,w,th,f,sa,su "C:\Program Files\Unica
NetInsight\nettracker.exe" all -quiet -update -email -alert -dir
"C:\Program Files\Unica NetInsight"
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Assuming that Unica NetInsight is installed in C:\Program Files\Unica
NetInsight, this command updates your profiles, emails summaries to your users,and executes any email alerts that have been specified every night; the process startsat 11:05 PM. The -dir option specifies the Unica NetInsight program directory so thenettracker executable can find the profile files.
SchedulingScheduling allall emailemail taskstasks andand emailemail alertsalerts onon aa UNIXUNIX systemsystemTo schedule all email tasks and email alerts in a profile on a UNIX system, add thisentry (all one line) to your crontab:
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0 0 * * * /usr/local/Unica NetInsight/nettracker all -quiet -update -email -
alert
-dir /usr/local/Unica NetInsight
193
Assuming that Unica NetInsight is installed in /usr/local/Unica NetInsight, thiscommand runs an update on Unica NetInsight at midnight every night, emails reports toyour users, and executes any email alerts that have been specified. The -dir optionspecifies the Unica NetInsight program directory so the nettracker executable canfind the profile files.
ND30001
ToTo exportexport aa reportreport asas aa filefileYou can export the data in a report to a spreadsheet, word processor, Web browser, orto XML. This topic provides instructions on exporting data in a spreadsheet, wordprocessor, or HTML file. For instructions on exporting a report to a Portlet URL, see Toexport a report as a portlet.
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 datain the report, if it appears across multiple pages. If sampling is enabled and you havethe corresponding privilege, you can choose to export the report in Full or Samplemode.
If Multi-Edit mode is on and you have unapplied report changes in the queue, theexported report reflects the report as it will look after you click RunRun ReportReport.
1. Display the report.
2. Click the Export icon ( ) located in the toolbar.
The ExportExport optionsoptions window opens.
3. From ReportReport TypeType, select FileFile.
4. Select the appropriate option from the FormatFormat ofof reportreport drop-down list.
• Select SpreadsheetSpreadsheet (.csv)(.csv) to create a text file that can be saved or imported intomost spreadsheet and database applications. (For example, Microsoft Excel canopen .csv files.) You can then manipulate, format, and analyze the data usingthe tools provided in the spreadsheet or database application.
The chart is not exported as part of this format, though once you import datainto a spreadsheet application, you can create a chart from the data.
• Select WebWeb browserbrowser (.html)(.html) to create an HTML file that you can save or post onyour Web site for viewing by others.
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• Select WordWord ProcessorProcessor (.rtf)(.rtf) to create a Rich Text File that can be saved orimported directly by Microsoft Word and many other word processors. You canopen the file in a word processor, edit it, and then print it for distribution.
5. From the DataData toto exportexport drop-down list, select one of the options.
• To export just the data that appears in the current page of the report, select JustJustthisthis screenscreen.
• To export all the data in the report, select MaximumMaximum datadata allowedallowed.
6. From the ReportingReporting modemode drop-down list, select one of the options.
The ReportingReporting modemode option only appears if sampling is enabled and you have theprivilege for changing the export reporting mode.
7. Click ExportExport.
Depending on the Web browser you are using and the export format that youselected, either a SaveSave AsAs window opens or the exported report opens in a newwindow or tab. If it appears as though nothing has happened, ensure that yourbrowser settings allow pop-up windows.
8. If a SaveSave AsAs window opens, select the drive and directory where the file is to besaved, enter a filename, and click SaveSave.
The report is saved in the format you selected.ND40001
WorkingWorking withwith portletsportlets■ About portlets■ To export a report as a portlet
ND40007
AboutAbout portletsportletsYou can export any report that auto-updates as a portlet, a pluggable user interfacecomponent that can be displayed in web pages, web-based applications, or otherapplications that can render HTML or parse XML data. Uses for portlets include:
• Display the report as a web page, or within an inline frame on a web page or webapplication.
• Convert the portlet to a widget using a vehicle like Google Gadgets.
• Parse the XML for rendering in a table or other format, or pass the data to anotherapplication for use.
Subsequent changes to the report in Unica NetInsight (for example, updates, new filtersapplied) are reflected in the portlet the next time it is accessed by a user. Users viewinga portlet can change the graph type just as they can in Unica NetInsight. Clicking aportlet rendered in HTML launches the report in Unica NetInsight.
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RequirementsRequirements andand limitationslimitations forfor portletsportlets• 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 theonly export option.
• The server where a portlet is deployed must be able to access your UnicaNetInsight server.
• There is no indication in Unica NetInsight that a particular report is in use as aportlet. Deleting a report in use as a portlet will result in missing data where theportlet is used (for example, a 404 error on a web page or missing data in an XMLapplication).
• Width is the only size dimension that can be specified for a portlet; height isadjusted automatically. Path reports adjust their width automatically. Stacked barreports automatically increase the specified width by 30%.
AuthenticationAuthentication requirementsrequirements forfor viewingviewing portletsportlets• If Unica 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 beforethe portlet will display.
• If a portlet is displayed in another Unica application that shares Unica MarketingPlatform authentication with Unica NetInsight , users will still need to provide theirUnica NetInsight credentials to view the portlet.
NE90001
ToTo exportexport aa reportreport asas aa portletportletYou can export any graph report or dashboard that auto-updates as a portlet: apluggable user interface component than can be displayed in web pages, web-basedapplications, 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 beexported and HTML is the only portlet format option.
2. Click the Export icon ( ) located in the toolbar to the upper-right of the report.
The ExportExport optionsoptions window opens.
3. From ExportExport TypeType, select Portlet URL.
4. From FormatFormat ofof ReportReport 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 theirsize, regardless of the width you specify. Stacked bar reports will automaticallyincrease the width you specify by 30%.
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c. Optionally, you can choose to hide the report header.
6. Click ExportExport.
7. Copy the URL for the report.ND50001
WorkingWorking withwith groupgroup selectionsselections■ 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 Unica Campaign
ND50007
AboutAbout groupgroup selectionsselectionsA group selection is a collection of visitors selected from one or more rows of one ormore profile reports. Data on these visitors can be exported to a .csv file or saved as aSQL query in the Unica NetInsight database for further processing in other applications.For example, if you have a customer database with a table capable of mapping UnicaNetInsight visitors to customer IDs, you could use group selection to ultimately generatean email list for use in an email campaign. Or, if your site requires users to log in, youcould use group selection to map a particular set of Unica NetInsight visitors to storeduser information via the login ID.
You create a group selection by selecting a report metric representing visitors anddragging it onto the SelectedSelected GroupsGroups panel. To access the SelectedSelected GroupsGroups panel andexport selection data you must have been assigned the necessary Unica NetInsightprivileges. While the visitors in a particular group selection can come from differentreports, they must be chosen using the same base metric: for example, visits or viewsor unique visitors. You cannot select dimension rows.
Each metric row dragged onto the SelectedSelected GroupsGroups panel is treated as a separategroup within that selection. For selections containing multiple groups, the panel displaysan estimated count of the total visitors across all groups. Because of the potentialoverlap between visitors in different groups, the estimated count may not accuratelyreflect the number of unique visitors you have selected. The SelectedSelected GroupsGroups panelincludes a command that lets you calculate the actual number of unique visitors in yourselection.
GroupGroup selectionsselections exportedexported asas .csv.csvThe visitor data exported to the csv file consists of:
• A Unica NetInsight visitor ID. Because this ID is transient and can change fromsession to session for the same visitor, it's value is limited.
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• A visitor identification string. For example, in the case of a URL request, the stringwould be an IP address and user agent such as93.158.148.31:Yandex/1.01.001 (compatible; Win16; I).
GroupGroup selectionsselections exportedexported asas SQLSQLGroup selections exported as SQL are written to two NetInsight system tables.
• UNI_SelectionUNI_Selection stores the metadata for each saved selection including the selectionname, its optional description, associated profile, the user name of the user(s) whocreated and/or updated it, and its creation and update dates.
• UNI_Selection_SQLUNI_Selection_SQL stores the actual SQL statement that selects the visitors fromthe profile source data. For example:
SELECT DISTINCT myprofile_VisitorID.VisitorID, myprofile_VisitorID.Visitor
FROM myprofile_VisitorID WHERE (( myprofile_VisitorID.VisitorID IN (SELECT
VisitorID FROM myprofile_Visits WHERE (myprofile_Visits.FirstViewDate >=
2454833 AND myprofile_Visits.FirstViewDate <= 2455197) ) AND
myprofile_VisitorID.VisitorID IN ( SELECT VisitorID FROM myprofile_Visits
WHERE (FirstViewDate >= 2454833 AND FirstViewDate <= 2455197) AND
PlatformID IN (SELECT PlatformID FROM myprofile_PlatformID WHERE
myprofile_PlatformID.Platform = 'Windows XP' ) ) ) )
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ToTo openopen oror closeclose thethe SelectedSelected GroupsGroups panelpanelBefore you can make and save group selections, you must open the Selected Groupspanel.
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:
You can now begin making and saving selections. To hide the Selected Groups panel,click on the Selected Groups icon again.
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ToTo addadd groupsgroups toto aa groupgroup selectionselectionBefore you can create a group selection you must open the SelectedSelected GroupsGroups panel.
1. In the desired report, click the cell of the metric you want to add to a group. UseShift + click or Ctrl + click to select multiple rows.
The selected cell is highlighted yellow, and the yellow HighlightedHighlighted row beneath thereport shows the sum of selected metrics.
2. Drag and drop the selection into the Selected Groups panel, or in the HighlightedHighlightedrow, click AddAdd asas GroupGroup.
All of the count metric cells you highlighted are added to the selection as a singlegroup.
3. As desired, repeat the previous steps to add more groups to the selection. Multiplegroups added to the Selected Groups panel are logically OR-ed together.
While a group selection can consist of different dimensions, it cannot consist ofdifferent metrics (for example views and visits).
NEC0001
ToTo modifymodify aa groupgroup selectionselectionPrior to saving a group selection you can modify it as follows.
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ToTo InIn thethe SelectedSelected GroupsGroups PanelPanel UseUse NotesNotes
View the report from which any Right-click the group and selectsingle group in a group was se- ViewView GroupGroup ReportReportlected
Remove a single group from a Right-click the group and select You cannot undo a group remov-selection DeleteDelete. al.
Remove all groups from a selec- Click the ClearClear icon ( ). Alltion selections are permanently re-
moved from the group.
Change the name of a group, Click on its name and edit the By default, the name of a groupdisplayed text is the sum of its members and
the name of its metric.
Calculate the number of unique The Estimated Count displayedClick the ActualActual CountCount icon ( )members in a group selection in the Selected Groups panel
gives the total visitors across allgroups in a selection. Because ofthe potential overlap betweenmembers in different groups, thismay not accurately reflect thenumber of unique members in aselection. Use Actual Count tocalculate the number of uniquemembers.
View the selection criteria for a Right-click the group and select You can view a bulleted list ofgroup ViewView FilterFilter GroupsGroups the dimension criteria from which
a group's members were se-lected.
NED0001
ToTo savesave aa groupgroup selectionselectionWhen you have selected all the desired metrics for a group, you can save anddownload the group as a comma separated values file.
1. In the GroupGroup SelectionSelection panel, click the Export icon ( ).
You can also export a group by selecting the desired metric in a report, right-clicking, and selecting ExportExport.
The SaveSave SelectionSelection dialog box opens.
2. Click the download selection link.NEE0001
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ToTo useuse aa groupgroup selectionselection inin UnicaUnica CampaignCampaignTo use group selections in Unica Campaign, you must map the UNI_SelectionUNI_Selection andUNI_Selection_SQLUNI_Selection_SQL tables in the Unica NetInsight system database. For instructions,see the Unica Campaign Administrator's Guide.
You can then use the group selections you made in Unica NetInsight as the input to aSelectSelect process in a Unica Campaign flowchart.
The instructions below assume that you are editing a flowchart in Unica Campaign.
1. Add a SelectSelect process to the flowchart as the top-level and open it.
The Select Process Configuration window opens. The InputInput drop-down list hasUnicaUnica NetInsightNetInsight SelectionSelection as an option:
This option only appears if the Select process is a top-level process; it cannothave an input cell from a previous process.
2. Select UnicaUnica NetInsightNetInsight SelectionSelection.
The Unica NetInsight Selections window opens, listing the selections you havesaved in Unica NetInsight.
You can sort any column by clicking on the column header.
To view all selections, including those made by other users, check ShowShow selectionsselectionsfromfrom allall usersusers.
3. Select the row for the selection you want and click OKOK.
The selection is listed in the InputInput drop-down list.
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When you use an Unica NetInsight selection as input, you cannot refine theselection by adding additional SQL statements. You can, however, use a SelectSelector SegmentSegment process following the top-level SelectSelect process. For example, youcan configure the SegmentSegment process to segment the input IDs by query, to treatsegments of the Unica NetInsight selection differently .
4. Complete the flowchart as required.
For more information about using flowcharts, see the Unica Campaign User's Guide.
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99 AnalyzingAnalyzingContentContent
■ About analyzing content■ Analyzing banner ads■ Analyzing content groups■ Analyzing indexes■ Analyzing links■ Analyzing keywords■ To include specific redirection scripts in the reports
NEF0001
AboutAbout analyzinganalyzing contentcontentBy default, Unica NetInsight analyzes content by page. However, sometimes you maywant to analyze content by groups of pages. The Content options enable you to groupcontent in various ways so Unica NetInsight can analyze the groups.
The Content options also gather information needed to analyze your content (such asthe directory index you use if it is not one Unica NetInsight checks by default).
If you earn money from banner ads on your site, you can track the traffic through theads to show clients why they should advertise with you.
NF00001
AnalyzingAnalyzing bannerbanner adsads■ 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
NF00007
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AboutAbout analyzinganalyzing bannerbanner adsadsYou can use Unica 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 Unica 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.NF60001
AboutAbout movingmoving ntadtrack.cgintadtrack.cgi oror ntadtrack.exentadtrack.exe toto aa CGI-CGI-accessibleaccessible directorydirectoryWhen you install Unica NetInsight, a custom redirect program called ntadtrack.cgi(UNIX) or ntadtrack.exe (Windows) is placed in the NetInsight program directory. (Thedefault location for the Unica NetInsight program directory is /usr/local/UnicaNetInsight for UNIX and C:\Program Files\Unica NetInsight for Windows.)You need to copy the program from the Unica NetInsight program directory into a CGIor scripts directory on your Web site (for example, /usr/local/apache/cgi-bin forUNIX or C:\Inetpub\scripts\ for Windows).
Be sure to remember the directory to which you copied ntadtrack, as you will need toenter this directory later.
Note:Note: If the Web server whose log files you are analyzing is on a different platform thanthe computer on which you have Unica NetInsight installed, you will need to contacttechnical support to get the correct version of ntadtrack.cgi or ntadtrack.exe for yourWeb server's platform.
NF70001
ToTo redirectredirect allall bannerbanner adsadsYou need to redirect all the banner ads through the custom redirect programntadtrack.cgi (UNIX) or ntadtrack.exe (Windows). The redirect program writesinformation to the log file that enables Unica NetInsight to identify banner ad entries inthe log file data.
1. Open the HTML document that contains the banner ad.
2. Edit the HREF statement that contains the banner ad so that ntadtrack.cgi orntadtrack.exe is the target of the link and the page visitors will go to when they clickthe banner ad is the query string.
In the example above, the URL located immediately after the question mark is theURL to which users will go when they click the banner ad. This must be the exactURL. 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 willneed to enter it later.
For example,
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<a href="/cgi-bin/ntadtrack.cgi?http://www.unica.com/products/">
Unica NetInsight - Administrator's Guide
<img src="/ads/NetInsight.gif"></a>
NF80001
ToTo configureconfigure bannerbanner adad optionsoptionsYou need to configure the banner ad options to tell Unica NetInsight the location ofntadtrack and which banner ads to track.
1. View the profile in which you want to track the banner ads.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select ContentContent >> BannerBanner AdsAds.
4. In the FullFull pathpath ofof ntadtrackntadtrack box, enter the path to ntadtrack.cgi (UNIX) orntadtrack.exe (Windows).
This is the path from the document root of your Web site, not the path to the file onthe computer on which Unica NetInsight is installed.
For example, if ntadtrack.cgi is located in /usr/local/apache/cgi-bin/ but onyour 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 thisdirectory is accessible as http://yourdomain.com/scripts/ntadtrack.exe,you should enter /scripts/ntadtrack.exe.
If the log files come from servers clustered for multiple sites, enter the full URL(for example, http://yourdomain.com/scripts/ntlinktrack.exe).
If you are using Windows with IIS, you need to allow the anonymous Web userReadRead andand ExecuteExecute permission through NTFS for the directory containingntadtrack and for the file itself and ExecuteExecute permission for ScriptsScripts andandExecutablesExecutables through the IIS management console.
5. Click SaveSave OptionsOptions and then click ContinueContinue.
6. Click AddAdd.
7. In the Name of banner ad box, enter the name you want to use for the ad in theUnica NetInsight reports.
8. In the FullFull pathpath ofof graphicgraphic 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 onthe system you are using. This will be the same path used for the image file in theHTML document. For example, if the HTML document contains:
img src="/ads/NetInsight.gif"
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you would enter:
/ads/NetInsight.gif
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9. In the URLURL toto linklink toto box, enter the destination that users will go to when they clickthe ad.
<a href="/cgi-bin/ntadtrack.cgi?http://
www.unica.com/products/">
you would enter:
http://www.unica.com/products/
10. Click SaveSave OptionsOptions.
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, clickContinueContinue.
If you happen to have already imported data that contains banner ads that havebeen redirected through ntadtrack, you can analyze banner ad statistics in data youhave already imported by deleting all the data in your profile and reimporting yourlog files.
If you do not still have all the log files you have imported into this profile, you willlose data permanently by choosing this option.
To delete your profile data, click DeleteDelete ProfileProfile DataData.NF10001
AnalyzingAnalyzing contentcontent groupsgroups■ About analyzing content groups■ To create a content group■ About determining the content group for files that fit multiple groups
NF1000A
AboutAbout analyzinganalyzing contentcontent groupsgroupsUnica NetInsight lets you track the popularity of different types of content on your Website. For example, you could track how many visitors are viewing information onparticular products.
To track different types of content, you need to divide the files that contain the contentfor your Web site into content groups. The content group statistics appear on theContent Summary.
NF90001
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ToTo createcreate aa contentcontent groupgroup1. View the profile in which you want to create the content group.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select ContentContent >> ContentContent GroupsGroups.
4. Click AddAdd.
5. Enter a name for the content group, click SaveSave OptionsOptions and then click ContinueContinue.
6. Select the content group and click PagesPages.
7. Click AddAdd.
8. Enter a filter that describes the files you want to include in this content group.
9. Click AddAdd.
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 atthis time, click ContinueContinue.
If you want to analyze this content group in data you have already imported, you willneed 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 willlose data permanently by choosing this option.
To delete your profile data, click DeleteDelete ProfileProfile DataData.
11. To add another filter to this content group, click AddAdd. To return to the list of contentgroups, click BackBack toto ContentContent GroupsGroups.
NFA0001
AboutAbout determiningdetermining thethe contentcontent groupgroup forfor filesfiles thatthat fitfitmultiplemultiple groupsgroupsA file can only belong to one content group. If you have a file that meets the criteria formore than one group, Unica NetInsight will include the file in the first content group towhich it can belong. You can use the MoveMove UpUp and MoveMove DownDown buttons to change theorder of the content groups in the ContentContent groupsgroups toto bebe analyzedanalyzed list.
NF20001
AnalyzingAnalyzing indexesindexes■ About specifying directory indexes■ To add a directory index
NF2000A
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AboutAbout specifyingspecifying directorydirectory indexesindexesWhen a visitor enters into a Web browser a URL that does not end in a page (forexample, www.unica.com/, the Web server that delivers the pages on that Web siteknows 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 thedirectory index (in this case, index.html).
Even though the content that the visitor sees is the same for www.unica.com/ andwww.unica.com/index.html, the two requests are logged differently in the Webserver log files. Unica NetInsight attempts to combine the statistics for both ways ofaccessing the page. When Unica NetInsight encounters a log file entry for a requestwhose page matches an entry in its list of directory indexes, Unica NetInsight deletesthe file name from the request. By default, Unica 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 UnicaNetInsight does not try by default, you should specify it in Unica NetInsight. Otherwise,requests that end in a directory and requests for the directory index will be two separateentries in your Unica NetInsight reports.
If you use /index.html, /default.asp, or /default.html as page names forpages that are not directory indexes, you should delete that page from UnicaNetInsight's list of indexes. Likewise, if you want to see the file name of the directoryindex as part of the page entry in Unica NetInsight, delete the directory index from thelist.
NFB0001
ToTo addadd aa directorydirectory indexindex1. View the profile in which you want to add a directory index.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select ContentContent >> DirectoryDirectory IndexesIndexes.
4. Click AddAdd.
5. Enter the directory index (file name) in the text box and click AddAdd.
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 ContinueContinue.
If you want the new directory index to be used in log data you have alreadyimported, you will need to delete all the data in your profile and reimport your logfiles.
If you do not still have all the log files you have imported into this profile, you willlose data permanently by choosing this option.
To delete your profile data, click DeleteDelete ProfileProfile DataData.NF30001
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AnalyzingAnalyzing linkslinks■ 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
NF3000A
AboutAbout analyzinganalyzing linkslinksUnica NetInsight enables you to track how many times visitors are using your Web site’slinks to other Web sites. The link statistics appear on the Link Summary.
You can analyze links using a redirect program or using page tags.NFC0001
AboutAbout analyzinganalyzing linkslinks usingusing aa redirectredirect programprogramSeveral steps are involved in preparing Unica NetInsight to analyze links using aredirect program:
1. Moving ntlinktrack.cgi (UNIX) or ntlinktrack.exe (Windows) to a CGI or scriptsdirectory.
2. Redirecting all of the links you would like to track through ntlinktrack.cgi orntlinktrack.exe.
3. Configuring the link options, which include the path to ntlinktrack.cgi orntlinktrack.exe and the maximum number of characters to be displayed for a link.
4. Enabling the Link Summary.NFD0001
AboutAbout movingmoving ntlinktrackntlinktrack toto aa CGI-accessibleCGI-accessibledirectorydirectoryWhen you install Unica NetInsight, a custom redirect program called ntlinktrack.cgi(UNIX) or ntlinktrack.exe (Windows) is placed in the Unica NetInsight program directory.(The default location for the Unica NetInsight program directory is /usr/local/NetInsightfor UNIX and C:\Program Files\NetInsight for Windows.) Copy the program from theUnica NetInsight program directory into a CGI or scripts directory on your site (forexample, /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 toenter this directory later.
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If the Web server whose log files you are analyzing is on a different platform thanthe computer on which you have Unica NetInsight installed, you will need to contacttechnical support to get the correct version of ntlinktrack.cgi or ntlinktrack.exe foryour Web server’s platform.
NFE0001
ToTo redirectredirect allall externalexternal linkslinksYou will need to redirect the external links through the custom redirect programntlinktrack.cgi (UNIX) or ntlinktrack.exe (Windows). The redirect program writesinformation to the log file that enables Unica NetInsight to identify external link entries inthe 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 orntlinktrack.exe is the target of the link and the page that visitors will go to is thequery string.
For example,
<a href="/cgibin/
ntlinktrack.cgi?http://www.unica.com/products/NetInsight">
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NFF0001
AboutAbout analyzinganalyzing linkslinks usingusing pagepage tagstagsTo analyze links using page tag you must:
1. ConfigureConfigure youryour webweb sitesite toto tagtag linkslinks toto externalexternal sites.sites.
Install and configure the page tag and page tag script. Then tag each link you wantto 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 Unica NetInsightAdministrator's Guide .
2. ConfigureConfigure thethe profileprofile toto useuse pagepage tags,tags, eithereither inin placeplace ofof oror toto augmentaugment webweb serverserverloglog files.files.
3. ConfigureConfigure thethe linklink options.options. (optional)
4. EnableEnable thethe LinkLink SummarySummary report.report.
The Link Summary report does not appear by default in the report list. To have itappear, you must first make the link dimension reportable and then update theprofile.
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AboutAbout enablingenabling thethe linklink summarysummaryBy default, the Link Summary does not appear in the list of reports. You need to enablethe Link Summary by making the link dimension reportable. After the profile is updated,view the Link Summary to see your link statistics.
N1010001
ToTo configureconfigure linklink optionsoptionsThe link options tell Unica NetInsight where to find ntlinktrack.cgi or ntlinktrack.exe andset the maximum display length for links.
1. View the profile in which you want to track links.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select ContentContent >> LinksLinks.
4. 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 onthe computer on which Unica 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 ashttp://yourdomain.com/cgi-bin/ntlinktrack.cgi, you should enter/cgi-bin/ntlinktrack.cgi. In Windows, if ntlinktrack.exe is located inC:\Inetpub\scripts\ but on your Web site it is accessible ashttp://yourdomain.com/scripts/ntlinktrack.exe, you should enter/scripts/ntlinktrack.exe.
If the log files come from servers clustered for multiple sites, enter the full URL(for example, http://yourdomain.com/scripts/ntlinktrack.exe).
If you are using Windows with IIS, you need to allow the anonymous Web userReadRead andand ExecuteExecute permission through NTFS for the directory containingntlinktrack.exe and for the file itself and ExecuteExecute permission for ScriptsScripts andandExecutablesExecutables through the IIS management console.
5. In the LinkLink displaydisplay lengthlength list, select the maximum number of characters to bedisplayed for a link on the Link Summary.
You can select a number from 10 to 100, or you can select UnlimitedUnlimited.
6. Click SaveSave OptionsOptions.
Your link statistics will be tracked for all new data you import from now on.
7. If this is what you want, click ContinueContinue.
If you happen to have already imported data that contains link entries that havebeen redirected through ntlinktrack, you can analyze link statistics in data you havealready imported by deleting all the data in your profile and reimporting your logfiles.
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If you do not still have all the log files you have imported into this profile, you willlose data permanently by choosing this option.
To delete your profile data, click DeleteDelete ProfileProfile DataData.NF40001
AnalyzingAnalyzing keywordskeywords■ About analyzing local keywords■ To configure local keyword options
NF4000A
AboutAbout analyzinganalyzing locallocal keywordskeywordsUnica NetInsight enables you to track which local keywords visitors are using on yourWeb site. A local keyword is a word visitors use in the search engine located on yourWeb site to search for content on your Web site. Analyzing which local keywordsvisitors are using can help you figure out what content users are trying to find on yourWeb site.
The local keyword statistics appear on the Local Keyword Summary.N1020001
ToTo configureconfigure locallocal keywordkeyword optionsoptionsBefore you can track local keywords, you need to tell Unica NetInsight the name of theparameter that contains the keywords and which pages or scripts Unica NetInsightshould check for the parameter.
1. View the profile in which you want to track local keywords.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select ContentContent >> KeywordsKeywords.
4. In the LocalLocal keywordkeyword parameterparameter box, enter the name of the parameter that containsthe local search engine keywords.
If you leave this box empty, Unica NetInsight uses the parameters defined for the(Auto(Auto detect)detect) rule in the KeywordsKeywords option.
5. Click SaveSave OptionsOptions and then click ContinueContinue.
6. Click AddAdd.
7. Enter a filter that describes a page or script you want Unica NetInsight to search forlocal keywords.
8. Click AddAdd.
The local keywords from this page or script will be tracked for all new log file datayou import from now on.
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9. If this is what you want or if you have other pages or scripts to enter at this time,click ContinueContinue.
If you want to analyze local keywords from this page or script in data you havealready imported, you will need to delete all the data in your profile and reimportyour log files.
If you do not still have all the log files you have imported into this profile, you willlose data permanently by choosing this option.
To delete your profile data, click DeleteDelete ProfileProfile DataData.NF50001
ToTo includeinclude specificspecific redirectionredirection scriptsscripts inin thethereportsreports
By default, Unica NetInsight excludes all hits resulting in an HTTP redirection statuscode (codes 301 and 302). In some cases you may wish to include in the reports certainpages or scripts that return a redirection code.
1. View the profile in which you want to include redirection scripts.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select ContentContent >> RedirectionRedirection ScriptsScripts.
4. Click AddAdd.
5. Enter a filter that describes the script you want to include and click AddAdd.
The statistics for this script will be included in all new log file data you import fromnow on.
6. If this is what you want or if you have additional scripts to enter at this time, clickContinueContinue.
If you want to include this script in data you have already imported, you will need todelete all the data in your profile and re-import your log files.
If you do not still have all the log files you have imported into this profile, you willlose data permanently by choosing this option.
To delete your profile data, click DeleteDelete ProfileProfile DataData.
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N1065B
1010 AnalyzingAnalyzing DynamicDynamicContentContent
■ About data conduits■ To configure Unica NetInsight to use a data conduit■ Adding dynamic pages■ Analyzing events■ Analyzing parameters■ Replacing or deleting characters in URLs
N1030001
AboutAbout datadata conduitsconduitsData conduits enable you to pull data from external databases into Unica NetInsightreports. 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 inUnica NetInsight reports.
You can also create data conduits to work with your external databases. (See the dataconduit documentation that matches your database type for more information.) UnicaNetInsight supports data conduits that work with the following database types:
• MySQL
• Oracle
• PostgreSQL
• DB2
• Any ODBC data source
Once the data conduit is installed and configured, you need to configure UnicaNetInsight to use the data conduit.
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ConduitConduit taskstasksData conduits can perform a variety of tasks. When you configure Unica NetInsight touse the data conduit, you must specify which tasks the data conduit performs. Theavailable data conduit tasks are:
• Cookie Lookup
Replaces each visitor's unique cookie ID on reports with data (such as the visitor'sname and phone number) retrieved from an external database.
• Department Lookup
Determines department groupings using an external database (such as a corporatedirectory). The value that Unica NetInsight provides to the data conduit isdetermined by the value selected for the Department defined primarily by option inthe profile options.
• Retrieves file data (such as a version number) from an external database, andreplaces the file name stored in the Unica NetInsight database with the dataretrieved from the external database. The file data stored in the Unica NetInsightdatabase appears on the reports.
• Host Lookup
Replaces each host name on reports with host data retrieved from an externaldatabase.
• Page Rewrite
Retrieves the titles of pages from an external database, and replaces the directorypaths and file names stored in the Unica NetInsight database with the titles retrievedfrom the external database. The titles stored in the Unica NetInsight databaseappear on the reports.
• Page Title Lookup
Replaces the directory paths and file names of the pages on reports with the titles ofpages retrieved from an external database.
• 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 UnicaNetInsight database with the data retrieved from the external database. The datastored in the Unica NetInsight database appears on the reports.
• Product Lookup
Replaces product SKUs on reports with product names retrieved from an externaldatabase.
• Product Rewrite
Retrieves product names from an external database, and replaces the productSKUs stored in the NetInsight database with the names retrieved from the externaldatabase. The names stored in the Unica NetInsight database appear on thereports.
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• User Lookup
Replaces user names on reports with user data retrieved from an external database.
• Visitor Lookup
Replaces visitor names on reports with visitor data retrieved from an externaldatabase.
N1040001
ToTo configureconfigure UnicaUnica NetInsightNetInsight toto useuse aa datadataconduitconduit
The data conduits you want Unica NetInsight to use must be configured and installedbefore you can configure Unica NetInsight to use them.
You need to know the full path of the .dll or .so file for the conduit and the full path tothe configuration file for the conduit. You need to enter these paths when configuringUnica NetInsight to use the data conduit.
If you are using a parameter conduit task, you must define the parameter in UnicaNetInsight before you can configure Unica NetInsight to use the data conduit.
1. View the profile in which you want to use the data conduit.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select DynamicDynamic ContentContent >> DataData ConduitsConduits.
4. Click AddAdd.
5. In the NameName ofof datadata conduitconduit box, enter the name you want to use for the dataconduit in the list of data conduits.
6. In the FullFull pathpath toto conduitconduit box, enter the full path (including the file name) to the .dll(Windows) or .so (UNIX) file for the conduit.
7. In the FullFull pathpath toto conduitconduit configconfig box, enter the full path (including the file name) tothe configuration file for the conduit.
8. In the ConduitConduit taskstasks box, select the tasks for which you are using this data conduit.
To select multiple adjacent tasks, select the first task and then hold down the Shiftkey while clicking the last task. To select multiple nonadjacent tasks, click the firsttask and then hold down the Ctrl key while clicking the other tasks.
9. When all the tasks you want are selected, click SaveSave OptionsOptions.
10. Do one of the following:
a. If you have other data conduits you want to specify at this time, click ContinueContinue.
b. If the new data conduit performs only lookup tasks, click ContinueContinue.
c. If the data conduit task affects the Unica NetInsight database and you only wantUnica NetInsight to use the conduit on new data you import from now on, clickContinueContinue.
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d. If the data conduit task affects the Unica NetInsight database and you want topull data from an external database for data you have already imported, youneed to delete all the data in your profile and reimport your log files. (Note:Note: If youdo not have all the log files you have imported into this profile, you lose datapermanently by choosing this option.) To delete your profile data, click DeleteDeleteProfileProfile DataData.
Unica NetInsight begins using the data conduit as soon as the profile is updated.N1050001
AddingAdding dynamicdynamic pagespages■ About dynamic pages■ To add dynamic pages■ To delete a dynamic page■ To edit a dynamic page filter
N105000A
AboutAbout dynamicdynamic pagespagesWhen Unica NetInsight analyzes which pages on your Web site were viewed, by defaultit looks only at the page portion of the request. This method works well for static Webpages. However, for dynamically generated pages it is necessary to look at the querystring to identify the content that was viewed. If you specify which pages aredynamically generated, Unica NetInsight looks at both the page and the query stringwhen analyzing requests for these pages.
You can also include a static Web page in the list of dynamic pages to cause UnicaNetInsight to keep the query string and the page together.
N1090001
ToTo addadd dynamicdynamic pagespages1. View the profile in which you want to add dynamic pages.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select DynamicDynamic ContentContent >> DynamicDynamic PagesPages.
4. Click AddAdd.
5. Enter a filter that describes the pages for which the query string should not beseparated from the pages and click AddAdd.
When you import data into Unica NetInsight from now on, query strings will beretained for these pages.
6. If this is what you want or if you have additional pages to enter at this time, clickContinueContinue.
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.
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If you do not still have all the log files you have imported into this profile, you willlose data permanently by choosing this option.
To delete your profile data, click DeleteDelete ProfileProfile DataData.N10A0001
ToTo deletedelete aa dynamicdynamic pagepage1. View the profile in which you want to delete a dynamic page.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select DynamicDynamic ContentContent >> DynamicDynamic PagesPages.
4. Select the filter that describes the page you want to delete from the list of dynamicpages and click DeleteDelete.
N10B0001
ToTo editedit aa dynamicdynamic pagepage filterfilter1. View the profile in which you want to edit a dynamic page filter.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select DynamicDynamic ContentContent >> DynamicDynamic PagesPages.
4. Select the filter you want to edit and click EditEdit.N1060001
AnalyzingAnalyzing eventsevents■ About events■ Configuring Unica NetInsight to track events■ To define an event title■ To edit an event title■ To delete an event title
N1060007
AboutAbout eventseventsAn event is any action on your Web site other than loading a page. Events include, butare 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 AJAXpresentations.
N10C0001
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ConfiguringConfiguring UnicaUnica NetInsightNetInsight toto tracktrack eventseventsBefore you can analyze events in Unica NetInsight, you must first tag the events onyour site using Unica page tags and configure the Unica NetInsight profile to analyzepage tags. See the Unica NetInsight Administrator's Guide for details on tagging pages.
Any page tag request that contains the optional name-value pair ev=value will beconsidered an event by Unica NetInsight and will appear in the Event Summary.
N10D0001
ToTo definedefine anan eventevent titletitleBy default, an event will be listed in a report using the value for the ev field that appearsin the page tag request. Statistics for all events with the same value will appear in thesame row of the report. You can specify a more user-friendly title for an event that willdisplay in the reports instead of the request value.
1. View the profile in which you want to analyze events.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select DynamicDynamic ContentContent >> EventsEvents.
4. Click AddAdd.
5. In the ValueValue ofof eventevent fieldfield box, enter the value used for the ev field in the page tagrequests for this event.
6. In the TitleTitle ofof eventevent box, enter the text you want to appear in the report instead ofthe event field value.
7. Check the CreateCreate filteredfiltered metricmetric check box if you want Unica NetInsight to create afiltered metric based on this event.
8. Click SaveSave OptionsOptions and then click ContinueContinue.
Unica NetInsight will begin using the new event titles the next time reports aregenerated.
N10E0001
ToTo editedit anan eventevent titletitle1. View the profile that contains the event title you want to edit.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select DynamicDynamic ContentContent >> EventsEvents.
4. Select the event title and click EditEdit.N10F0001
ToTo deletedelete anan eventevent titletitleWhen you delete the event title for an event, Unica NetInsight will use the event fieldvalue in reports.
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Filtered metrics based on events cannot be deleted from the Events option pages. Youmust 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 OptionsOptions tab.
3. In the OptionsOptions panel, select DynamicDynamic ContentContent >> EventsEvents.
4. Select the event title you want to delete and click DeleteDelete.N1070001
AnalyzingAnalyzing parametersparameters■ About parameters■ About parameter types■ To define a parameter■ To delete a parameter■ To edit a parameter
N1070007
AboutAbout parametersparametersA parameter is an item of information that is passed to a server by a user or anotherprogram. One example of a parameter is the visitor identifier in a cookie. Anotherexample of a parameter is a product name that is passed in a query string todynamically generate a page in a catalog.
Unica NetInsight enables you to track the values that are being passed in
• query strings
• cookies
• pages
• page tags
• referrers
• any field in a log file
You can configure the parameter to track multiple values. You can also combinepreviously defined parameters of different types (such as page and query string) into ameta parameter.
Parameter value statistics appear in a Parameter Summary. You create separateParameter Summaries for each parameter whose values you want to track.
AssociatingAssociating parametersparameters withwith views,views, visits,visits, oror eventseventsWhen you define a parameter in Unica NetInsight, you indicate whether a separateparameter value will be passed for every view or event, or whether a single value will beused for the entire visit.
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If you want to use the parameter to determine sessionization or as a sourceparameter for a meta parameter, associate it with a view. You cannot use event orvisit parameters for sessionization or as sources for meta parameters.
AboutAbout storingstoring thethe parameterparameter valuesvaluesFor each parameter you define, you can choose whether or not to store the parsedparameter values in the NetInsight database.
If you do not store the parameter values:
• Unica NetInsight does not automatically create a Parameter Summary for thisparameter.
• The parameter is not available for use as a filter for a report.
• The parameter is not available as an option if you choose to use the value of aparameter to determine sessionization.
AboutAbout parameterparameter orderorderBy default, parameters are listed in the order in which they were created. The ordershown on the Parameter options page is the same order that is used in parameter listsand in breakdowns on which the parameters appear.
You change the order using the MoveMove UpUp and MoveMove DownDown buttons.
AboutAbout parameterparameter valuevalue casingcasingYou can specify how you want NetInsight to treat the case of parameter values. Valuescan remain as they are parsed from the log file (mixed-case) or converted to uppercaseor lowercase. Use the uppercase or lowercase option to prevent duplicate entries frombeing stored in the database. The uppercase and lowercase options apply the operationto 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 acasing option, it is applied only to new data; any data that is already stored in thedatabase is not affected.
N1100001
AboutAbout parameterparameter typestypesWhen you define a parameter in NetInsight, you select a parameter type based on thefield in the log file in which the parameter appears.
QueryQuery stringstring parametersparametersQuery string parameters are parameters in:
• the query string field in the log file
• 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.
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For example, if you had the following URL (all one line)
http://www.yoursite.com/catalog/products/show.cgi?product=product_name
221
the query string field would contain ?product=product_name and you could track theproduct_name values.
If you want to track parameters in query strings, make sure your server is loggingthe query strings. Use GET requests, not POST requests, when executing yourscripts.
CookieCookie parametersparametersCookie 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 couldtrack the values passed to the namename parameter, the ageage parameter, or both.
You can parse parameters from cookies that contain multiple name/value pairsseparated by ampersands (for example,YourID=First=John&Last=Doe&Number=123). You can set up a cookie parameterfor just one of the cookie fragments (for example, just the ID number). Follow thesteps for creating a regular cookie parameter, with one change. In the ParameterParametertexttext box, enter the name of the cookie, an equal sign, and the name of the cookiefragment (for example, YourID=Number).
FieldField parametersparametersField parameters are parameters in an arbitrary field in the log file. Use a fieldparameter to parse a parameter in a field for which there is not a designated parametertype. You can parse parameters from any field in a log file as long as the log file is inone of the following formats:
• Netscape Flexible
• W3C
• Any format defined in the Custom Log Formats section of the administrative options.
You can describe NCSA log files with a custom log format in order to parseparameters from a field.
For example, if you had a Netscape Flexible log file (in which each cookie has its ownfield) that contained the cookie field “%Req->vars.cookie%”, you could parse the cookieand have NetInsight sessionize based on that parameter.
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The value of parameters parsed from arbitrary fields is the entire value of the givenfield. If you want to manipulate the value, use the URL Search and Replace feature.
The field must appear in either the log file's format header or the custom log formatspecification. If it does not, NetInsight can not parse or store the parameter values.
PagePage parametersparametersPage parameters are parameters in
• the URLs of Web pages
• the page portion of the lclc parameter in page tag requests.
For example, if the URLs of your catalog of items are in the format
/catalog/item_name.html
Unica NetInsight - Administrator's Guide
you could track the values passed to item_name.
Clip parameters are parameters associated with clips that visitors download from yourstreaming media server. For example, if the URLs of your catalog of clips are in theformat
/catalog/artist_name.rm
you could track the values passed to artist_name.
You need to use a regular expression to define a page parameter. Instead ofentering 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 sectionof the parameter in parentheses will be retained by NetInsight and used as theparameter value.
PagePage tagtag parametersparametersPage tag parameters are parameters in data that is passed by the Unica page tagscript. For example, if the NTPT_FLDS.jv (browser’s Java support) field in thentpagetag.js file is set to true (to include the jv field in the initial page tag), you couldtrack the values parsed from the jv field. (For details about configuring page tag fields,refer to the Unica NetInsight Administrator's Guide .)
Use a page tag parameter to parse a parameter in the page tag for which there is not adesignated parameter type. For example, if you place a tag on page/mydynamicpage?MyParameter=product, the record of a view of this page will looksimilar to the following (all one line):
lc=http%3A//localhost/pt/sample1.html%3F
MyParameter%3Dsomething&rs=1024x768&cd=32&
ln=en...&jv=1
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Analyzing parameters
To track MyParameter values, configure MyParameterMyParameter as a query string parameterbecause MyParameterMyParameter is part of the query string portion of the lc field. However, to trackvalues for the jvjv parameter, configure jvjv as a page tag parameter.
ReferrerReferrer parametersparametersReferrer parameters are parameters in either of the following:
• referrer field in the log file
• 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
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You could track the value of the ieie parameter to find out the character set of the searchstring.
To track a parameter that appears in the referrer URL, you will need to use a regularexpression. Instead of entering the name of the log file field from which theparameter should be parsed, you use the regular expression to describe theparameter in the referrer. The section of the parameter in parentheses will beretained by NetInsight and used as the parameter value.
MetaMeta parametersparametersMeta parameters are parameters whose value is the value of the first parameter in anordered group of parameters that has a value for an individual view. You can use thistype of parameter to combine previously defined parameters of different types (such aspage and query string) into a single parameter based on the availability of theparameters in the group. One use for this type of parameter is sessionization by thesession ID used by Java application servers, which store the session ID value in thecookie when possible but otherwise store it in the page itself.
You define a meta parameter by specifying a comma-delimited list of the names ofother, previously defined parameters from which the value of the meta parameter will betaken.
Only parameters associated with views can be source parameters for a metaparameter. Parameters associated with events or visits can not be used.
N1110001
ToTo definedefine aa parameterparameterIf you are creating a meta parameter, you must first create all the parameters that youwant to be part of the meta parameter.
1. View the profile in which you want to track parameters.
2. Click the OptionsOptions tab.
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3. In the OptionsOptions panel, select DynamicDynamic ContentContent >> ParametersParameters.
4. Click AddAdd.
5. In the NameName box, enter the name you want to use for this parameter in theParameter Summary.
Use only alphanumeric characters. Do not use any spaces.
6. In the TypeType ofof parameterparameter list, select the parameter type.
7. In the ParameterParameter box, enter the parameter you want to track.
For page and referrer parameters, you must use a regular expression to identify theparameter.
For field parameters, enter the name of the field exactly as it appears in the log file'sformat header, excluding any field delimiters or literal formatting characters.
For meta parameters, enter a comma-delimited list of the names of other, previouslydefined parameters from which the value of the meta parameter comes. UnicaNetInsight 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. Youcan not use parameters associated with visits as source parameters for a metaparameter.
8. Specify how you want to handle the case of parameter values by selecting an optionfrom the ParameterParameter valuevalue casingcasing drop-down list.
The options are As parsed (mixed-cased), uppercase, or lowercase.
9. If you want to specify a column title for the column containing the parameter valuesfor this parameter (for example, in the Parameter Summary), enter the title you wantin the ColumnColumn titletitle box.
If you do not specify a title, Unica NetInsight uses the parameter name as thecolumn name.
10. If you want to specify a graph title to be used when the parameter data is ranked inascending order, enter the title you want in the GraphGraph titletitle (Ascending)(Ascending) box.
If you do not specify a title, Unica NetInsight uses the title Least Popular ParameterValues for parameter.
11. If you want to specify a graph title to be used when the parameter data is ranked indescending order, enter the title you want in the GraphGraph titletitle (Descending)(Descending) box.
If you do not specify a title, Unica NetInsight uses the title Most Popular ParameterValues for parameter.
12. If you want to link the parameter values with other data in another database,specify a CGI script in the ParameterParameter lookuplookup URLURL box.
When users click a parameter value in the Parameter Summary, the value isappended to the URL and the script is executed.
13. In the AssociateAssociate parameterparameter valuevalue withwith list, select with what the parameter valuesare associated.
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14. Select the StoreStore parsedparsed parameterparameter valuevalue check box if you want Unica NetInsight tostore the values in the NetInsight database.
15. Select the AllowAllow multiplemultiple valuesvalues check box If you want to track multiple values forthis 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.
16. Select the CreateCreate reportreport check box if you would like Unica NetInsight toautomatically create a Parameter Summary for this parameter the next time theprofile is updated.
The summary is listed under Parameter Analysis on the ReportsReports tab.
17. Select the CreateCreate dimensiondimension check box if you would like the parameter value to beavailable as a dimension on the Discovery Panel and in the Custom Report Wizard.
The parameter is listed under Parameter Analysis.
18. Select the CreateCreate filterfilter check box if you would like the parameter value to beavailable as a filter on the Discovery Panel and in the Custom Report Wizard.
The parameter is listed under Parameter Analysis.
19. In the PagePage HelpHelp box, enter the text that should appear in the report's page help forthe column containing the parameter values for this parameter.
20. Click SaveSave OptionsOptions and then click ContinueContinue.
21. Select the parameter and click RequestsRequests.
22. Click AddAdd.
23. Enter a filter that describes the request that Unica NetInsight should check for thisparameter.
24. Click AddAdd.
The requests described by this filter will be searched for this parameter in all newdata you import from now on.
25. If this is what you want or if you have additional filters to enter at this time, clickContinueContinue.
If you want to search the requests described by this filter in the data you havealready imported, you need to delete all the data in your profile and reimport yourlog files.
If you do not still have all the log files you have imported into this profile, you willlose data permanently by choosing this option.
To delete your profile data, click DeleteDelete ProfileProfile DataData.N1120001
ToTo deletedelete aa parameterparameter1. View the profile that contains the parameter you want to delete.
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2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select DynamicDynamic ContentContent >> ParametersParameters.
4. Select the parameter you want to delete and click DeleteDelete.N1130001
ToTo editedit aa parameterparameter1. View the profile that contains the parameter you want to edit.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select DynamicDynamic ContentContent >> ParametersParameters.
4. Select the parameter you want to edit.
5. To change the parameter properties, click EditEdit.
6. If you configured the parameter to allow multiple values, you can change the defaultseparator from a comma to a pipe, semicolon, or colon. To change the separator,select the separator you want from the ValueValue separatorseparator drop-down list.
7. To change the requests that Unica NetInsight checks for the parameter, do thefollowing:
a. Click RequestsRequests.
Unica NetInsight displays the list of filters that define the requests, pages, files orclips that Unica NetInsight checks for the parameter.
b. To delete a filter, select it and click DeleteDelete.
c. To edit a filter, select it and click EditEdit.N1080002
ReplacingReplacing oror deletingdeleting characterscharacters inin URLsURLs■ 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
N1080008
AboutAbout replacingreplacing oror deletingdeleting characterscharacters inin URLsURLsUnica NetInsight enables you to manipulate the URLs in your log files so they willdisplay in a more meaningful way in your Unica NetInsight reports. You modify theURLs using the URL search and replace rules. You can specify for each rule the URLsto which it should be applied.
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WhenWhen toto changechange URLsURLs inin youryour reportsreportsSometimes URLs contain information that needs to be deleted or changed in order forthe pages to display in a meaningful way in Unica NetInsight reports. The following aresome scenarios in which you might want to replace or delete characters in URLs:
• Your URLs contain session IDs that cause the same content to appear as a differentpage in each log file entry.
• Your URLs contain product IDs, but product names would be more helpful in thereport.
• You need to ensure that a parameter's values have a uniform case so that thecapitalized value and the lowercase value are not considered two different values.
• You want to use only parts of the URL in your report.
• You want to use the parts of the URL in a different order.
ResolvingResolving pagepage titlestitles andand usingusing URLURL rulesrulesUnica NetInsight applies URL search and replace rules before resolving page titles. Ifapplying the URL search and replace rules results in pages that do not match pages onthe server, page titles can not be resolved.
AboutAbout thethe searchsearch ruleruleThe search rule is a regular expression that specifies the text for which Unica NetInsightshould search in the URLs. The search rule must contain one set of parentheses thatencloses the part of the URL you want to replace or delete.
Before Unica NetInsight applies URL search and replace rules to a URL, it decodesany CGI-encoded elements of the URL. Because browsers display URLs in theirCGI-encoded form, you should be careful about using the URL as it appears in yourbrowser 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 thereplacement value (either with the same capitalization as in the search rule or in adifferent case), you must identify the parts of the text to reuse by enclosing them withinparentheses.
The first set of parentheses (reading from left to right) indicates the portion of theinput value to be replaced. Subsequent sets of parentheses identify re-usableportions of the text.
AboutAbout thethe replacementreplacement valuevalueThe replacement value is the text that will replace all the text described by the portion ofthe search rule expression in the first set of parentheses. If you want to delete the textin parentheses, leave the ReplacementReplacement valuevalue box empty.
If you want to use part of the search rule text in the replacement value, you must
• Mark the text you want to use by enclosing it in parentheses in the search rule.
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• Use tokens to indicate which portion of the text you want to use.
%VALUEn% The text enclosed by the nth set of parentheses inthe search rule
%LOWERn% The text enclosed by the nth set of parentheses inthe search rule, converted to lowercase
%UPPERn% The text enclosed by the nth set of parentheses inthe search rule, converted to uppercase
ParametersParameters andand searchsearch andand replacereplace rulesrulesQuery string rules, page rules, and entire request rules do not affect parameters that areparsed from the query string or page. Unica NetInsight will parse the parameter valuesas they appeared before these rules were applied.
RuleRule typestypesThe rule type indicates the part of the URL that Unica NetInsight should search. Thefollowing types are possible:
• Entire Request
The page plus the query string.
• Page
The part of a URL that appears in the Page Summary when you do not resolvepage titles. For non-clustered log files and log files that are clustered for a singlesite, this is everything after the domain name but before the "?" marking thebeginning 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 ascript.
• Query String
The part of the URL after and including the "?" marking the beginning of parametersthat are passed to a script on your Web site.
• Referrer
Any URL that appears as a referrer for a view.
• Parameter Value for (parameter name)
The value of the specified parameter.
• Event
Event name. You can use regular expressions to replace event text; changes areshown in the Event Summary report.
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ToTo replacereplace oror deletedelete characterscharacters inin thethe URLsURLs inin youryourreportsreports1. View the profile in which you want to modify the URLs.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select DynamicDynamic ContentContent >> URLURL SearchSearch andand ReplaceReplace.
4. Click AddAdd.
5. In the DescriptionDescription box, enter a name you want Unica NetInsight to use to refer to thesearch and replace rule.
6. In the SearchSearch rulerule box, enter the regular expression that describes the text for whichUnica NetInsight should search.
7. In the ReplacementReplacement valuevalue box, enter the text that will replace all text described bythe regular expression that you entered in the Search rule box.
To delete the text instead of replacing it, leave the ReplacementReplacement valuevalue box empty.
8. In the ReplacementReplacement scopescope box, select an option to indicate whether only the firstoccurrence or all occurrences of the search rule in the text to be searched should bereplaced.
a. Select All matches to have Unica NetInsight search the text to be searched forall occurrences of text matching the search rule and replace each occurrencewith the replacement value. (NetInsight will search only the original text to besearched. A replacement value that also matches the search rule will not causeUnica NetInsight to make recursive replacements within the replacement value.)
b. Select Only first match to have Unica NetInsight find only the first occurrence oftext matching the search rule in the text to be searched and replace it with thereplacement value.
9. In the TypeType ofof rulerule box, select the option that describes the part of the URL thatUnica NetInsight should search using the regular expression.
10. Click SaveSave OptionsOptions.
Note: In the next steps, you specify which requests Unica NetInsight should attemptto match to the regular expression. If this search and replace rule is four aparameter value, Unica NetInsight will automatically list the pages you specified tosearch when you created the parameter. If you have no changes to make to the list,skip to 16.
11. Click ContinueContinue.
12. Select the search and replace rule and click URLsURLs.
13. Click AddAdd.
14. Enter a filter that describes the requests that Unica NetInsight should attempt tomatch to the regular expression you entered in the Search rule box.
15. Click AddAdd.
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Unica NetInsight will use the search and replace rule on all new data that you importfrom now on.
16. If this is what you want, or if you have additional filters to add at this time, clickContinueContinue.
If you want the search and replace rule to be used on data you have alreadyimported, you will need to delete all of the profile data and reimport your log files.
If you do not still have every log file you have imported into this profile, you willlose data by choosing this option.
To delete profile data, click DeleteDelete ProfileProfile DataData.N1150001
ToTo deletedelete aa searchsearch andand replacereplace rulerule1. View the profile that contains the parameter you want to delete.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select DynamicDynamic ContentContent >> SearchSearch andand ReplaceReplace.
4. Select the rule you want to delete and click DeleteDelete.N1160001
ToTo editedit aa searchsearch andand replacereplace rulerule1. View the profile that contains the search and replace rule you want to edit.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select DynamicDynamic ContentContent >> SearchSearch andand ReplaceReplace.
4. Select the rule you want to edit.
5. To change the rule properties, click EditEdit.
6. To change the requests that Unica NetInsight attempts to match to the regularexpression, do the following:
a. Click URLsURLs.
Unica NetInsight displays the list of filters that define the requests that UnicaNetInsight attempts to match to the regular expression.
b. To delete a filter, select it and click DeleteDelete.
c. To edit a filter, select it and click EditEdit.N1170001
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ExamplesExamplesExampleExample 1:1: DeletingDeleting SessionSession IDsIDsIf the URLs on your site consistently have a session ID embedded in them, you can usea URL search and replace rule to delete the session IDs. If the session ID is the lastpart of the URL, the URLs might have the following format:
/directory_one/page_name.html-sessionid
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To delete the session ID, enter the following regular expression in the Search rule box:
\
.html(-.*)$
The part of the URL that is described by the part of the regular expression inparentheses is the part that will be replaced.
Leave the Replacement value box blank and select Page as the rule type. Because thissession ID appears on every page of your site, when you are creating the filter for thepages that Unica 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 firstexcept with Referrer as the rule type. (Without this second rule, the session IDs willcontinue to appear in Referrer Breakdowns.)
ExampleExample 2:2: ReplacingReplacing aa ProductProduct IDID withwith aa ProductProduct NameNameIf your URLs have product ID numbers in them, you can replace the product ID with aproduct name to make the URLs easier to read in the Unica NetInsight reports. Forexample, if the product ID was the last part of the URL, the URLs would have thefollowing 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
To replace the product ID with the word bicycle, you would enter the following regularexpression in the Search rule box:
/.*/(7654)\.html
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You would enter bicycle in the Replacement value box. Because this product IDappears only in pages that start with /directory_one, when you specify the pages thatUnica NetInsight should attempt to match the regular expression against, you would usethe following filter:
That starts with /directory_one/
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ExampleExample 3:3: EnsuringEnsuring UniformUniform CaseCase forfor ParameterParameter ValuesValuesIf you want the values for a parameter to always use the same case, you can usesubpatterns 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 onecategory in the reports), enter the following in the Search rule box for a parameter URLsearch and replace rule:
(.*)
In the Replacement value box, enter the following:
%LOWER1%
UsingUsing PartsParts ofof thethe URLURL inin aa DifferentDifferent OrderOrderIf 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 replacementvalue. 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 rulebox for a query string URL search and replace rule:
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product=((.*)&color=(.*))
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In the Replacement value box, enter the following:
%VALUE3%-%VALUE2%
When you specify the pages that Unica NetInsight should attempt to match the regularexpression against, use the following filter:
That match /directory_one/catalog.html
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1111 AnalyzingAnalyzing MarketingMarketingEffortsEfforts
■ About analyzing marketing efforts■ Analyzing campaigns■ Analyzing keywords■ Analyzing referrers■ Analyzing visits from indexing agents■ Analyzing visit cost
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AboutAbout analyzinganalyzing marketingmarketing effortseffortsUnica NetInsight allows you to track the effectiveness of the marketing efforts that relateto your Web site. Using Unica NetInsight you can:
• Analyze the performance of various campaigns
• Analyze visit cost and paid search ROI
• See which sites are referring the most visitors to your site
• Track which search engines and directories are indexing your siteN1190001
AnalyzingAnalyzing campaignscampaigns■ About campaigns■ About dynamic and static campaigns■ About campaign channels■ About campaign segments■ About entry pages for campaign segments
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■ To create a campaign in NetInsight■ To specify campaign channels■ To specify campaign segments■ To specify entry pages■ Configuring paid search campaigns
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AboutAbout campaignscampaignsA campaign is messaging created by a marketing department to drive traffic to yourWeb 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 advariation within a channel). Optionally, a campaign can include specific entry pages onyour Web site that associate a visit with that campaign. In Unica NetInsight, campaignstatistics are listed in the Campaign Summary report.
The following diagram shows the relationships between campaigns, channels,segments, and paid keywords in two sample static campaigns.
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AboutAbout dynamicdynamic andand staticstatic campaignscampaigns■ About dynamic and static campaigns
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AboutAbout dynamicdynamic andand staticstatic campaignscampaignsCampaigns can be defined in Unica NetInsight as either dynamic or static.
• Dynamic campaigns attribute visits based on parameter values passed in a querystring.
• Static campaigns attribute visits based on entry page definitions in the campaign'schannel segments.
AboutAbout dynamicdynamic campaignscampaignsDynamic campaigns allow you to define a campaign matching pattern only once inUnica NetInsight, instead of having to define each campaign manually. This isespecially useful with online channels whose channel and segment definitions may alterregularly over time.
You create dynamic campaigns by specifying a campaign parameter identifier in UnicaNetInsight. This identifier is used to match a campaign parameter identifier in the URLsvisitors use to access your site. At data import, Unica NetInsight parses the parameterstrings. When a match is made between a query string parameter ID and one defined inUnica NetInsight, Unica NetInsight examines the value of the parameter. It thenattributes that visit to an existing campaign (if a value match is found) or automaticallycreates and assigns that visit to a new campaign (if a value match is not found). Thename of each campaign in Unica 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 processall visit attributions to your campaigns. While dynamic campaigns can use parametervalues alone to attribute visits, you can include entry page definitions as well if you wanttarget specific pages only in a campaign.
For example, suppose you define a dynamic campaign whose parameter identifier isnicam. 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:
• http://www.mysite.com?nicam=Clearance&nichn=Email&niseg=Specia
lOffer
• http://www.mysite.com?nicam=Clearance&nichn=Twitter&niseg=Spec
ialOffer
• http://www.mysite.com?nicam=SpringSale&nichn=Email&niseg=SaleA
lert
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 SpringSalecampaign, Email channel, and SaleAlert segment. If any of these campaigns, channels,or segments do not already exist in Unica NetInsight they will be created automatically.
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In Unica NetInsight reports, in addition to comparing the traffic generated by the twocampaigns, you can also compare traffic generated across campaigns by differentchannels (Email versus Twitter) and segments (SpecialOffer versus SaleAlert).
AboutAbout StaticStatic campaignscampaignsStatic campaigns attribute visits based on entry page definitions in the campaign'schannel segments. While less flexible than dynamic campaigns, static campaigns areuseful if you are not parameterizing URLs, or if you deploy only a few campaigns whosechannels and segments alter little or not at all over time. Static campaigns could be agood choice for print media, since you know the URL well in advance of the trafficcoming to your site.
For example, suppose you were running several magazine ads to launch a newproduct. 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
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Every visit whose entry page is www.site.com/ExtremeWidgetAd1 will beassociated with the Ad1 segment of the Extreme Widget campaign.
WhichWhich toto use,use, dynamicdynamic oror static?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 timenew channels segments are added to your marketing campaign they must be manuallyadded to Unica NetInsight. Dynamic campaigns automate this process and requireediting only if parameter identifiers themselves change.
A simple deployment model would be to create a single dynamic campaign withdynamic channels and segments. If you want the ability to compare campaign-drivenvisits to organics visits, below the dynamic camapign you could create a single staticcampaign with static channels and segments and no entry pages. This static campaignwould 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 dynamicbehavior at different levels in a campaign definition. For example, you could create astatic campaign whose channels and segments are dynamic.
OrderingOrdering campaignscampaigns forfor desireddesired attributionattributionA visit can be attributed to only one campaign. If a visit meets the criteria for multiplecampaigns, Unica 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 theCampaignCampaign OptionsOptions screen.
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It is important to consider the order in which you want visits attributed and then orderyour campaigns accordingly. As a rule of thumb, you should position campaigns withthe most-specific matching criteria at the top. A static campaign with static channels andsegments and no entry page definition will match all visits. If such a campaign werepositioned at the top of the list no other campaigns would receive attribution. Use the upand down buttons to the right of the list to change the order of the campaigns.
These ordering considerations and guidelines apply to channels and segments aswell.
AllowingAllowing defaultdefault substitutionssubstitutions forfor dynamicdynamic channelschannels andand segmentssegmentsWhen you create dynamic channels and segments, you can specify whether to allow adefault value to be used if the parameter identifier specified in Unica NetInsight is notfound in the parameter string, or if a parameter value is an empty string.
• If you allow the default to be used, "None" will be substituted for missing parameteridentifiers and/or values.
• If you do not allow the default to be used, Unica NetInsight will search otherchannels and campaigns and attempt to make a parameter identifier match. If amatch is made, attribution for that visit is assigned accordingly. If a match cannot bemade, no visit attribution is assigned. If the parameter value is missing, noattribution is made.
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AboutAbout campaigncampaign channelschannelsA campaign channel is the content source (such as a Web site, print publication, ornewsletter) through which you are running a campaign that sends visitors to your Website. Campaign channel statistics appear on the Campaign Channel Summary.
If campaign channels in separate campaigns share a name, you can analyze thecombined traffic for the channels in the Campaign Channel Summary. In the CampaignChannel Summary unfiltered by a campaign, there is one row per unique channel namethat shows the combined traffic for all channels with that name. In the CampaignChannel Summary filtered by a campaign, the row with the shared channel name showsonly traffic for the channel in the specified campaign.
You must specify one of the following types for each campaign channel:
• Affiliate — Web site that sells the products of other Web sites, called "affiliates."
• Banner ad — Advertisement in the form of a graphic image on a Web page orlocated in a space reserved for ads, linking to an advertiser’s Web site.
• Direct mail — Marketing communications delivered directly to a prospectivepurchaser via a postal service or private delivery company.
• Email — Email message that contains information or advertising.
• Instant messaging — Service that alerts users when friends or colleagues areonline, and enables them to communicate in real time through private online chatareas.
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• Newsletter — Printed or online report that provides news or information of interest toa special group.
• Paid listing — Guarantee of a ranking in a search listing for the terms of yourchoice; can be placed on a site other than a search engine.
• Print media — Medium that distributes printed matter, such as a newspaper,magazine, or book.
• Rich media ad — Advertisement that usually includes richer graphics than a bannerad and includes audio or video within the advertisement.
• Search engine (PPC/CPM) — Pay-per-click or cost per thousand views advertising(or both) on a search engine.
• (Other) — A channel type not listed above.
Campaign channel type statistics appear on the Campaign Channel Type Summary.
For search engine (PPC/CPM) channels, you can analyze the performance of thevarious paid keywords. Paid keyword statistics appear on the Paid Keyword Summary.
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AboutAbout campaigncampaign segmentssegmentsA campaign segment is the ad variation or group within each campaign channel.Campaign segment statistics appear on the Campaign Segment Summary. Likecampaigns and channels, segments can be dynamic or static.
Optionally, segments can have one or more associated entry pages. Entry pages canbe defined using the page's file name or by a query string filter. Visitors who access asite via a segment's defined entry pages will be attributed to that segment, and their visitwill ultimately be attributed to the segment's campaign. While Unica NetInsight does notrequire you to define entry pages, whether you should or not depends on the type ofcampaign you are creating and whether you want only select entry pages attributed toyour campaigns.
• Dynamic campaigns (with dynamic channels and segments) can attribute visits tocampaigns based on parameter strings alone. Define entry pages only if you wantspecific points of entry attributed to your dynamic campaign.
• Static campaigns (with static channels and segments) can only attribute visits basedon entry page. So, while not required by Unica NetInsight, practically speaking,static campaigns require entry page definitions if they are to accurately attributevisits to different campaigns. A static campaign with no entry pages defined willmatch every visit to your site.
If campaign segments in separate channels share a name, you can analyze thecombined traffic for the segments in the Campaign Segment Summary. In theCampaign Segment Summary unfiltered by a channel, there is one row per uniquesegment name that shows the combined traffic for all segments with that name. In theCampaign Segment Summary filtered by a channel, the row with the shared segmentname shows only traffic for the segment in the specified channel.
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AboutAbout entryentry pagespages forfor campaigncampaign segmentssegmentsFor 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 URLsin the following ways:
• Create a separate entry page for each campaign segment.
• Use query string parameters to create multiple unique URLs for the same entrypage.
Do not use your home page as the entry page unless you are using query strings todefine the entry page. If you are not using query strings and you use your home pageas the entry page for the campaign, all traffic to your home page appears in thecampaign analysis. To figure out what percentage of the traffic to your home pageresulted from your campaign, you must drill repeatedly into the Campaign Summary.
Query strings can contain other parameters besides the ones used to identify thecampaign segment. These parameters can be analyzed in Unica NetInsight as well.
AboutAbout entryentry pagepage matchingmatching rulesrulesUnica NetInsight applies entry page matching rules defined for a campaign segment asfollows:
• If a question mark isis notnot present in the value specified for the entry page rule, theentire value that is specified is compared to the entry page according to the ruledefinition.
• If a question mark isis present in the value specified for the entry page rule, the partof the rule to the left of the question mark (the page portion) is compared to theentry page according to the rule definition. If the page part of the rule matches, thepart to the right of the question mark (the query string portion) is compared to thequery 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 beconsidered to be a regular expression and will be compared to the query stringpart of the entry page using a thatthat matchmatch thethe regularregular expressionexpression filter.
• If the first character of the query string part of the rule is not a percent sign andthe query string part of the rule contains one or more equal signs, it will beconsidered to be a collection of name/value pairs that Unica NetInsight shouldsearch for in the query string associated with the entry page. The query stringpart of the entry page will be considered a match if each name/value pairpresent in the rule definition is also present in the query string. The order andcase 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 andthe query string part of the rule does not contain an equal sign, it will becompared to the query string part of the entry page using a thatthat matchmatch filter.
Following are some examples of entry page rules and the pages that will and will notmatch the rule.
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ExampleExample 11If the entry pages of a campaign segment are defined by the filter thatthat containcontain ad?ad?%referrer=google.*%referrer=google.*, visitors entering the Web site through the following pages would beattributed to the given campaign, channel, and segment:/ad.cgi?referrer=google/ad.cgi?thereferrer=google /ad.cgi?keywords=red&referrer=google/scripts/ad.cgi?referrer=google&keywords=red /googlead.cgi?referrer=google-groups&keywords=red
Visitors entering through these entry pages would not be attributed to the givencampaign, channel, and segment:/ad.cgi?referrer=yahoo /referral.cgi?referrer=google
ExampleExample 22If the entry pages of a campaign are defined by the filter thatthat matchmatch/ad.cgi?referrer=google/ad.cgi?referrer=google, visitors entering the Web site through the following pageswould be attributed to the given campaign, channel, andsegment:/ad.cgi?referrer=google /ad.cgi?referrer=google&keywords=red/ad.cgi?keywords=red&referrer=google
Visitors entering through these pages would not be attributed to the given campaign,channel, and segment:/ad.cgi?referrer=google-groups /ad.cgi?thereferrer=google
ExampleExample 33If the entry pages of a campaign are defined by the filter thatthat endend withwith ad.cgi?googlead.cgi?google,visitors entering the Web site through the following page would be attributed to thegiven campaign, channel, and segment:/ad.cgi?google
Visitors entering through these pages would not be attributed to the given campaign,channel, and segment:/ad.cgi?google-groups /scripts/ad.cgi?referrer=google
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ToTo createcreate aa campaigncampaign inin NetInsightNetInsight1. View the profile in which you want to create a campaign.
2. Click the OptionsOptions tab.
3. Under OptionsOptions select MarketingMarketing > CampaignsCampaigns.
4. Click AddAdd.
5. Enter a name for the campaign.
In static campaigns, this is the name that will appear in reports. In dynamiccampaigns, the campaign name in reports is the value returned by the campaignparameter.
6. Specify whether the campaign is static or dynamic.
7. Enter the parameter whose value will be used to define unique campaigns. Theparameter ID is case-insensitive.
8. Click SaveSave OptionsOptions > ContinueContinue.
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Next you must specify the channels through which you are running this campaign.N1230001
ToTo specifyspecify campaigncampaign channelschannelsIf 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 OptionsOptions tab.
3. Under OptionsOptions select MarketingMarketing > CampaignsCampaigns.
4. Select the campaign and click ChannelsChannels > AddAdd.
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 youare running this campaign. If you select:
a. Search engine (PPC/CPM), enter the parameter from which paid keywords willbe 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 thiscampaign. The parameter ID is case-insensitive.
b. Specify whether to assign a visit to the default channel "None" if the parameteridentifier is not found in a parameter string. If left unchecked, Unica NetInsightwill search other campaigns and attempt to make a match for attribution.
8. Click SaveSave OptionsOptions > ContinueContinue.
Next you must specify the campaign segments for this campaign channel.N1240001
ToTo specifyspecify campaigncampaign segmentssegmentsIf you are specifying segments for a campaign channel immediately after creating thechannel, 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 OptionsOptions tab.
3. Under OptionsOptions select MarketingMarketing > CampaignsCampaigns.
4. Select the campaign and click ChannelsChannels.
5. Select the channel and click SegmentsSegments > AddAdd.
6. Enter a name for the segment.
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In static segments, this is the name that will appear in reports. In dynamicsegments, the segment name in reports is the value returned by the segmentparameter.
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 thischannel. The parameter ID is case-insensitive.
b. Specify whether to assign a visit to the default segment "None" if the parameteridentifier is not found in a parameter string. If left unchecked, Unica NetInsightwill search other channels and attempt to make a match for attribution.
8. Click SaveSave OptionsOptions > ContinueContinue.
Next, you can optionally specify entry pages associated with this campaign segment. Ifyou choose not to specify entry pages for a dynamic campaign, Unica NetInsight willuse parameter values alone to attribute visits to the campaign. Note if you choose not tospecify entry pages for a static campaign, all visits will be attributed to the segment'scampaign.
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ToTo specifyspecify entryentry pagespagesIf you are specifying entry pages for a campaign segment immediately after creating thesegment, begin with step 6 below. Otherwise, begin with step 1.
Specifying an entry page is an optional step in defining a NetInsight campaign. Ifyou choose not to specify entry pages for a dynamic campaign, NetInsight will useparameter values alone to attribute visits to the campaign. If you choose not tospecify entry pages for a static campaign, all visits will be attributed to this thecampaign.
1. View the profile that contains the campaign for which you are defining entry pages.
2. Click the OptionsOptions tab.
3. Under OptionsOptions select MarketingMarketing > CampaignsCampaigns.
4. Select the campaign and click ChannelsChannels.
5. Select the channel and click SegmentsSegments.
6. Select the segment and click EntryEntry PagesPages > AddAdd.
7. Enter a filter that specifies the page(s) visitors responding to your campaign use toaccess your site.
For example, if you are tracking a banner ad campaign, specify the page visitors goto after clicking the ad. If you are tracking a print ad campaign, specify the Web siteaddress given in the print ad. You can also use query strings to define yourcampaign.
8. Click AddAdd.
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Statistics for this campaign will now be tracked in all subsequently imported data. Totrack this campaign in data that has already been imported you must delete your profiledata and re-import the log files. Note that if you no longer have all previously importedlog files, deleting profile data will result in data loss.
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ConfiguringConfiguring paidpaid searchsearch campaignscampaigns■ About paid search data■ To analyze paid search data without the integration module■ Creating paid search campaigns to analyze in Unica NetInsight■ Creating a paid search campaign in Unica NetInsight
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AboutAbout paidpaid searchsearch datadataIf you bid on paid search terms at one or more search engines, you can configure UnicaNetInsight to analyze traffic driven to your site by paid search terms. This enables youto analyze activity on a search term across search engines and attribute future activityon your site to the paid search terms.
There are two methods of configuring Unica NetInsight to analyze paid search data.
MethodMethod AdvantagesAdvantages DisadvantagesDisadvantages
Use the Paid • Brings additional data into the sys- • Added costSearch Integration tem • May not support all the paid searchmodule • NetInsight campaign created auto- vendors
matically
Manually configure • Works with smaller vendors • Less data than with the integrationcampaigns in • No added cost modulesearch engines • Greater chance of error during man-and NetInsight ual campaign creation
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ToTo analyzeanalyze paidpaid searchsearch datadata withoutwithout thethe integrationintegration modulemoduleTo analyze paid search data in Unica NetInsight without the integration module, youmust 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 Unica NetInsight.
3. Update the profile.N1280001
CreatingCreating paidpaid searchsearch campaignscampaigns toto analyzeanalyze inin UnicaUnica NetInsightNetInsightYou can make it easier to track your paid search campaigns in Unica NetInsight byfollowing Unica's recommended best practices when you create the campaigns in thesearch engines.
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Every paid search campaign you create in a search engine must be associated with acampaign in your profile in order for you to analyze the data in your profiles. The UnicaNetInsight campaign must be created before the paid search data is imported into yourprofile.
To simplify your profile configuration and ensure the campaign is always created beforethe data arrives, Unica recommends using one dynamic campaign in Unica NetInsightto analyze all of your paid search campaigns. In order for your paid search campaigndata to be automatically associated with the dynamic campaign, you must define thedestination URL using exactly the same parameters and format for all your paid searchcampaigns.
PaidPaid searchsearch keywordkeyword parameterparameterUse the same parameter for all campaigns in all search engines. Unica recommendsusing nipkwnipkw.
DestinationDestination URLURLUse 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 allcampaigns in all search engines.
Unica recommends the following parameters:
ParameterParameter ValueValue
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%20ter
m&niseg=colorcopiers
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You can use additional query string parameters to enable Unica NetInsight to analyzeother information about your paid search campaigns. For example, this URL uses thevariationvariation parameter to track the ad variation:
http://www.unicaware.com?nicam=Copiers&nichn=Google&nipkw=search%20ter
m&niseg=colorcopiers&variation=2
If you use additional parameters, you must define them in Unica NetInsight in order toanalyze the data.
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IfIf youyou mustmust useuse staticstatic campaignscampaigns inin UnicaUnica NetInsightNetInsightMake a note of the campaign and ad group names you use in the search engine. Youmust enter this exact text when creating the Unica NetInsight campaigns.
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CreatingCreating aa paidpaid searchsearch campaigncampaign inin UnicaUnica NetInsightNetInsightWhen you create a paid search campaign in Unica NetInsight, the text you enter incertain fields must match exactly the text you entered when you created the campaignsin the search engines.
If you are using a dynamic campaign, the parameters must match exactly. If you areusing a static campaign, the campaign name, paid keyword parameter, segment name,and destination URL must match exactly.
UnicaUnica NetInsightNetInsight campaigncampaign ValueValuefieldfield
Name of campaign Name of the search engine campaign.
Campaign identifier parameter Parameter in the destination URL for the campaign name (forexample, nicam). This option is available only in dynamiccampaigns.
Name of campaign channel Name of the search engine, (for example, Google, Yahoo, orMSN).
Channel identifier parameter Parameter in the destination URL for the channel name (forexample, nichn). This option is available only in dynamiccampaigns.
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 (forexample, niseg). This option is available only in dynamiccampaigns.
Group entry pages Destination URL for the ad the in the search engine. (This isrequired for static campaigns and optional for dynamic cam-paigns.)
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AnalyzingAnalyzing keywordskeywords■ About analyzing keywords
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■ 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
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AboutAbout analyzinganalyzing keywordskeywordsUnica NetInsight enables you to specify the rules it will use to track the keywords thatvisitors used in search engines to find your Web site. Unica NetInsight can parsekeywords from the query string of the referring page or from the referring page itself.When Unica NetInsight parses keywords from the referring page itself, it ignores thequery string; instead, it uses the page value of the referrer as the keywords for therequest. Keyword statistics appear on the Keyword Summary.
Unica NetInsight contains pre-configured keywords that use regular expressions.You should not modify the pre-configured keywords unless you have a particularneed to do so after you review your log files.
If you want Unica NetInsight to search all referrers for a specific parameter, youshould add that parameter to the (Auto(Auto detect)detect) keyword parsing rule, instead ofcreating a new keyword parsing rule.
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AboutAbout charactercharacter setssets andand keywordskeywordsThe character set a search engine uses to encode the keywords affects UnicaNetInsight's ability to analyze the keyword. If the keyword is encoded using a differentcharacter set than the profile uses, Unica NetInsight may not be able to correctly importthe keyword.
Since the UTF-8 character set can import a wide variety of characters, if the profilecharacter set is UTF-8 Unica NetInsight can import keywords encoded in othercharacter sets and store and display them correctly in UTF-8. However, you need to tellUnica NetInsight what character set to expect.
Some search engines identify the character set used to encode the keywords bypassing the character set name as the value of a parameter. You can specify thischaracter set parameter for the keyword rule. You can also specify a default characterset for a keyword rule.
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ToTo createcreate aa keywordskeywords parsingparsing rulerule1. View the profile in which you want to create the keyword parsing rule.
2. Click the OptionsOptions tab.
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3. In the OptionsOptions panel, select MarketingMarketing >> KeywordsKeywords.
4. Click AddAdd.
5. In the DescriptionDescription box, enter a description of the rule.
6. In the TypeType ofof rulerule list, select an option.
• To parse keywords from the query string of the referring page, select QueryQueryStringString.
• To parse keywords from the referring page itself, select PagePage.
7. In the DefaultDefault charactercharacter setset box, select the character set Unica NetInsight shouldassume the search engine used to encode the keyword in the query string or page.
This option only applies to profiles whose character set is UTF-8.
8. Click SaveSave OptionsOptions and then click ContinueContinue.
If you selected a keyword parsing rule of type "query string," you now need tospecify 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 thelast slash in the page will be used as the keywords. If you want to limit the pagesthat are parsed for keywords by more than just the referrer, you can configure UnicaNetInsight to only parse pages that contain at least one of a set of text strings youspecify.
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ToTo specifyspecify keywordkeyword parametersparameters forfor aa keywordkeyword ruleruleIf you are specifying keyword parameters immediately after creating the keywordparsing rule, continue with 4. Otherwise, start with 1.
1. View the profile that contains the keyword parsing rule.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select MarketingMarketing >> KeywordsKeywords.
4. Select the keyword rule and click KeywordKeyword ParametersParameters.
5. Click AddAdd.
6. For a keyword parsing rule of type "query string," enter the name of a parameterthat contains keyword values.
For a keyword parsing rule of type "page," enter a literal string found within thereferring page that identifies the pages from which keywords should be parsed. ClickAddAdd.
7. The parameter you entered will be used to look for keywords in all new data youimport from now on.
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If this is what you want or if you want to add more parameters at this time, clickContinueContinue. If you want the parameter to be used to look for keywords in data youhave already imported, you will need to delete all the data in your profile andreimport your log files.
If you do not still have all the log files you have imported into this profile, you willlose data permanently by choosing this option.
To delete your profile data, click DeleteDelete ProfileProfile DataData.
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ToTo specifyspecify referrersreferrers forfor aa ruleruleIf 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 OptionsOptions tab.
3. In the OptionsOptions panel, select MarketingMarketing >> KeywordsKeywords.
4. Select the keyword and click IncludedIncluded ReferrersReferrers.
5. Click AddAdd.
6. Enter a filter that describes a referrer or site to whom this keyword rule should beapplied and click AddAdd.
7. The keyword rule will be applied to this referrer in all new data you import from nowon.
If this is what you want or if you have more referrers to add at this time, clickContinueContinue. If you want the keyword rule to be applied to this referrer in data you havealready imported, you will need to delete all the data in your profile and reimportyour log files.
If you do not still have all the log files you have imported into this profile, you willlose data permanently by choosing this option.
To delete your profile data, click DeleteDelete ProfileProfile DataData.N12E0001
ToTo specifyspecify anan excludedexcluded URLURL forfor aa keywordkeyword ruleruleYou can specify URLs within the included referrer that you do not want to be searchedusing the keyword rule.
If you are specifying an excluded URL immediately after specifying referrers, continuewith 4. Otherwise, start with 1.
1. View the profile that contains the keyword parsing rule.
2. Click the OptionsOptions tab.
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3. In the OptionsOptions panel, select MarketingMarketing >> KeywordsKeywords.
4. Select the keyword rule and click ExcludedExcluded URLsURLs.
5. Click AddAdd.
6. Enter a filter that describes a URL that should not be searched using the keywordrule and click AddAdd.
This URL will not be searched using the keyword rule in all new data you importfrom now on.
7. If this is what you want or if you have more URLs to add at this time, click Continue.Continue.
If you want this URL to not be searched using the keyword rule in data you havealready imported, you will need to delete all the data in your profile and reimportyour log files.
If you do not still have all the log files you have imported into this profile, you willlose data permanently by choosing this option.
To delete your profile data, click DeleteDelete ProfileProfile DataData.N12F0001
ToTo specifyspecify aa charactercharacter setset parameterparameter forfor thethe keywordkeywordruleruleIf you are specifying a character set parameter immediately after specifying keywordparameters, referrers, or excluded URLs, continue with 4. Otherwise, start with 1.
1. View the profile that contains the keyword parsing rule.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select MarketingMarketing >> KeywordsKeywords.
4. Select the keyword rule and click CharacterCharacter SetSet ParametersParameters.
5. Click AddAdd.
6. Enter the name of the parameter that contains the name of the character set used toencode the keyword values and click AddAdd.
The parameter you entered will be used to determine the keyword character set inall 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, clickContinueContinue.
If you want the parameter to be used to determine the keyword character set in datayou have already imported, you will need to delete all the data in your profile andreimport your log files.
If you do not still have all the log files you have imported into this profile, you willlose data permanently by choosing this option.
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To delete your profile data, click DeleteDelete ProfileProfile DataData.N1300001
KeywordKeyword parsingparsing exampleexampleIn summary, to specify the rules Unica NetInsight uses to track the keywords thatvisitors 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 parsingrule.
For example, to track keywords from a search site located at example.comexample.com, where theURLs are in the format:http://www.example.com/mysearch.cgi?searchterms=saints
and the parameter where search terms appear is searchtermssearchterms, you would need to:
1. Create a new keyword parsing rule named ExampleExample.
2. Specify a parameter named searchtermssearchterms. This instructs Unica NetInsight to searchquery strings in referrals from example.com for the parameter searchtermssearchterms, andextract the parameter’s value as a keyword.
3. Add example.com as a referrer using the filter thatthat containcontain example.comexample.com. Thisinstructs Unica NetInsight to search for keywords in referrals from example.com.
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AnalyzingAnalyzing referrersreferrers■ About analyzing referrers■ To create a referrer group■ To add referrers to a referrer group■ Determining the group for referrers that fit multiple groups
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AboutAbout analyzinganalyzing referrersreferrersUnica NetInsight enables you to track which referrers are sending the most visitors toyour Web site. The referrer statistics appear on the Referrer Summary.
You can group traffic from multiple referrers into a single referrer group. This enablesyou to group the traffic from major search engines into recognizable names. Forexample, you could display the AOL Search search engine as AOL Search instead ofsearch.aol.com. By default, Unica NetInsight is configured to group traffic from the mostcommon search engines.
If the Referrer Summary is blank, your server is probably not logging the referrerfield.
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ToTo createcreate aa referrerreferrer groupgroup1. View the profile in which you want to create the referrer group.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select MarketingMarketing >> ReferrerReferrer GroupsGroups.
4. Click AddAdd.
5. In the NameName ofof referrerreferrer groupgroup box, enter the name you want to have displayed forthe referrer group.
6. Click SaveSave OptionsOptions.
7. Click ContinueContinue.
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ToTo addadd referrersreferrers toto aa referrerreferrer groupgroupIf 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 OptionsOptions tab.
3. In the OptionsOptions panel, select MarketingMarketing >> ReferrerReferrer GroupsGroups.
4. Select the referrer group and click ReferrersReferrers.
5. Click AddAdd.
6. Enter a filter that describes the referrer you want to add to this referrer group andclick AddAdd.
The referrer you entered will be part of this referrer group in all new data you importfrom now on.
7. If this is what you want or if you have more referrers to add at this time, clickContinueContinue.
If you want the referrer to belong to the referrer group in data you have alreadyimported, you will need to delete all the data in your profile and reimport your logfiles.
If you do not still have all the log files you have imported into this profile, you willlose data permanently by choosing this option.
To delete your profile data, click DeleteDelete ProfileProfile DataData.N1330001
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DeterminingDetermining thethe groupgroup forfor referrersreferrers thatthat fitfit multiplemultiplegroupsgroupsA referrer can only belong to one referrer group. If you have a referrer that meets thecriteria for more than one group, Unica NetInsight will include the referrer in the firstreferrer group it can belong to in the list of referrer groups. You can use the MoveMove UpUpand MoveMove DownDown buttons to the right of the list to change the order of the referrergroups.
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AnalyzingAnalyzing visitsvisits fromfrom indexingindexing agentsagents■ 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
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AboutAbout analyzinganalyzing visitsvisits fromfrom indexingindexing agentsagentsYou can classify specific hosts, user agents, and referrers as robots or spiders. (Aspider is a nonhuman agent that visits Web sites in order to index them for its searchengine 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 onthe Internet.) This enables you to separate robots and spiders from regular Web sitetraffic. Robot and spider traffic appears separately in the Robot/Spider Summary and isnot counted in the normal visit statistics but it is counted in the number of hits. Bydefault, Unica NetInsight is configured with the most common robots and spiders.
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ToTo classifyclassify aa host,host, useruser agent,agent, oror referrerreferrer asas aa robotrobotoror spiderspider1. View the profile in which you want to classify the indexing agent as a robot or
spider.
2. Click the OptionsOptions tabtab.
3. In the OptionsOptions panel, select MarketingMarketing >> Robots/SpidersRobots/Spiders.
4. Click AddAdd.
5. In the NameName ofof spiderspider box, enter the name you want to have displayed for therobot/spider group.
6. Click SaveSave OptionsOptions and then click ContinueContinue.N1350001
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ToTo addadd visitorsvisitors toto aa robot/spiderrobot/spider groupgroupIf you are adding visitors to the robot/spider group immediately after creating it, startwith 4. Otherwise, start with 1.
1. View the profile that contains the robot/spider group.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select MarketingMarketing >> Robots/SpidersRobots/Spiders.
4. Select the robot/spider group and click VisitorsVisitors.
5. Click AddAdd.
6. Enter a filter that describes the host, user agent, or referrer you want to classify as arobot or spider, and click AddAdd. (For details on filters, see “Filtering a UnicaNetInsight Option.”)
The statistics for this host, user agent, or referrer will be classified as a robot orspider 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 toenter at this time, click ContinueContinue.
If you want to classify this host, user agent, or referrer as a robot or spider in datayou have already imported, you will need to delete all the data in your profile andreimport your log files.
If you do not still have all the log files you have imported into this profile, you willlose data permanently by choosing this option.To delete your profile data, clickDeleteDelete ProfileProfile DataData.
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DeterminingDetermining thethe groupgroup forfor visitorsvisitors thatthat fitfit multiplemultiplegroupsgroupsA host, user agent, or referrer can only belong to one robot/spider group. If you have avisitor that meets the criteria for more than one group, Unica NetInsight will include thevisitor in the first robot/spider group it can belong to in the list of robot/spider groups.You can use the MoveMove UpUp and MoveMove DownDown buttons to change the order of therobot/spider groups in the list.
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AnalyzingAnalyzing visitvisit costcost■ About visit cost■ About collecting visit cost data■ About including visit cost data in Unica NetInsight reports
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AboutAbout visitvisit costcostVisit cost is the amount of advertising money spent to drive a visitor to your site for aparticular visit.
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AboutAbout collectingcollecting visitvisit costcost datadataVisit cost data is not contained in log files by default. If you want Unica NetInsight toreport on and analyze visit cost data, you will need to do one of two things:
• Configure your Web site to use page tags and pass the visit cost data in the pagetag image request using the name-value pair vc=value. (For details, see the UnicaNetInsight Administrator's Guide .) Then, configure your Unica NetInsight profile touse page tags.
• Import visit cost data into the Visit Cost table in the NetInsight database. (For detailson the Visit Cost table, see the Unica NetInsight Database Schema.)
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AboutAbout includingincluding visitvisit costcost datadata inin UnicaUnica NetInsightNetInsightreportsreportsThe Cost metric and Average Cost metric report on visit cost data. These metrics areavailable on the Discovery Panel and in the Custom Report Wizard and can be addedto any report.
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1212 AnalyzingAnalyzing PagePage TitlesTitles
■ About analyzing page titles■ Resolving page titles■ To edit page title mappings■ To limit the pages whose titles Unica NetInsight should resolve■ To add pages whose titles Unica NetInsight should not resolve■ Security realms
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AboutAbout analyzinganalyzing pagepage titlestitlesYou can configure Unica NetInsight to resolve page titles. If you configure UnicaNetInsight to resolve page titles, the titles of pages appear on reports instead of thepages' directory paths and file names. You can then choose to change the title thatappears for some or all of the pages. In addition, you can specify the pages for whichtitles should be resolved, and the pages for which titles should notnot be resolved.
For Web servers that require a user name and password for access, you can definesecurity realms that enable Unica NetInsight to successfully resolve the titles of pageson Web servers that require authentication.
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ResolvingResolving pagepage titlestitles■ About resolving page titles■ To resolve page titles■ To resolve page titles through a proxy server
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AboutAbout resolvingresolving pagepage titlestitlesBy default, Unica NetInsight presents the directory paths and file names of the pages inthe Unica 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 titlesof the pages, you can configure Unica NetInsight to resolve page titles.
To resolve page titles, Unica NetInsight needs to connect to the Web server. If your logfiles are not clustered or are clustered for a single site, Unica NetInsight uses the URLentered in the URLURL ofof thethe sitesite beingbeing analyzedanalyzed boxbox on the General Options page. If yourlog files are clustered for multiple sites, Unica NetInsight uses the URL entered in theURLURL ofof serverserver box in the description for each server. If the URL is not correct, pagetitles are not resolved.
CharacterCharacter setssets andand pagepage titlestitlesThe character set your Web server uses to encode the page titles affects the ability toresolve the page titles. By default, Unica NetInsight assumes the Web server uses thesame character set as the profile. If the page titles are encoded using a differentcharacter set than the profile uses, Unica NetInsight may not be able to correctlyresolve the page titles.
Since the UTF-8 character set can recognize a wide variety of characters, if the profilecharacter set is UTF-8, Unica NetInsight can resolve page titles encoded in othercharacter sets and store and display them correctly in UTF-8. However, UnicaNetInsight needs to know which character set the Web server used to encode the pagetitles in order to import them properly. If the profile character set is UTF-8, UnicaNetInsight checks the metatag of the pages to see if the character set is specified. If itis, Unica NetInsight uses that character set to resolve the page titles. If the characterset is not specified, Unica NetInsight uses UTF-8 to resolve the page titles.
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ToTo resolveresolve pagepage titlestitlesURL search and replace rules are applied before page titles are resolved. If theURLs 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 OptionsOptions tab.
The GeneralGeneral page appears.
3. Select the ResolveResolve pagepage titlestitles check box.
4. Click SaveSave OptionsOptions.
Page titles that are included in profile data you import are resolved from now on.
5. If this is what you want, click ContinueContinue.
If you want to resolve page titles that only appear in log file data you have alreadyimported, you must delete your profile data and reimport your log files.
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If you do not still have every log file you have imported into this profile, you willlose data by choosing this option.
To delete your profile data, click DeleteDelete ProfileProfile DataData.N1400001
ToTo resolveresolve pagepage titlestitles throughthrough aa proxyproxy serverserverIf you use a proxy server for Web access, you may need to specify some additionalinformation about your proxy server in order for Unica NetInsight to be able to resolvepage titles.
Unica NetInsight can not resolve page titles through a proxy server that requiresauthentication.
1. Click the AdministrationAdministration icon ( ) to display the Profile Manager.
2. Click the OptionsOptions tab.
The EmailEmail page appears.
3. In the OptionsOptions panel, select NetworkNetwork >> ProxiesProxies.
4. In the HTTPHTTP proxyproxy serverserver box, enter the host name or IP address of your proxyserver.
5. In the HTTPHTTP proxyproxy serverserver port box, enter the port on which the proxy server isaccessible.
6. Click SaveSave OptionsOptions and then click ContinueContinue.N13B0001
ToTo editedit pagepage titletitle mappingsmappingsIf you tell Unica NetInsight to resolve page titles, it shows page titles instead of filenames in reports. You can change the title that appears for some or all of the pages.
Editing page title mappings has no effect unless you are resolving page titles for thisprofile.
1. View the profile in which you want to edit page title mappings.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select PagePage TitlesTitles >> PagePage TitleTitle MappingsMappings.
4. Click AddAdd.
5. In the PagePage box, enter the file name and the complete path to the file of the pagewhose title you want to change.
6. In the PagePage titletitle box, enter the title you want to use for this page.
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To limit the pages whose titles Unica NetInsight should resolve
7. Click SaveSave OptionsOptions and then click ContinueContinue.
The changes take effect the next time the profile is updated.N13C0001
ToTo limitlimit thethe pagespages whosewhose titlestitles UnicaUnica NetInsightNetInsightshouldshould resolveresolve
You can limit the pages whose titles you want Unica NetInsight to resolve. For example,you may want to resolve only the titles of pages in a certain section on your Web site. Ifyou are collecting data from page tag images, you could use this feature to resolve thetitles of pages on only your Web site.
1. View the profile in which you want to add pages.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select PagePage TitlesTitles >> ResolvedResolved PagePage TitlesTitles.
4. Click AddAdd.
5. Enter a filter that describes a page or pages whose titles Unica NetInsight shouldresolve.
6. Click AddAdd.
Unica NetInsight resolves page titles only for pages that match these filters in datayou 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 ContinueContinue.
To resolve page titles only for pages that match these filters in data you havealready imported, you must delete your profile data and reimport your log files.
If you do not still have every log file that you have imported into this profile, youwill lose data by choosing this option.
To delete profile data, click DeleteDelete ProfileProfile DataData.N13D0001
ToTo addadd pagespages whosewhose titlestitles UnicaUnica NetInsightNetInsightshouldshould notnot resolveresolve
In general, Unica NetInsight should not attempt to resolve the page titles of executablefiles such as those files located in a directory containing CGI (Common GatewayInterface) scripts. If Unica NetInsight attempts to resolve page titles for executable files,new CGI processes will be initiated that mimic those originally called by visitors to theWeb site. This process imitates user traffic and may adversely affect your Web serverand any applications it may use.
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Unica NetInsight is initially configured to not attempt to resolve the titles of pages thatcontain /cgibin//cgibin/ oror /scripts//scripts/ or that end with .cgi or .exe. You can specify additionalpages whose titles Unica NetInsight should not resolve.
1. View the profile in which you want to add pages.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select PagePage TitlesTitles >> UnresolvedUnresolved PagePage TitlesTitles.
4. Click AddAdd.
5. Enter a filter that describes a page or pages whose titles Unica NetInsight shouldnot resolve.
6. Click AddAdd.
Unica NetInsight does not resolve page titles for pages that match these filters indata 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 ContinueContinue.
If you want Unica NetInsight to not resolve page titles for pages that match thesefilters in data you have already imported, you must delete your profile data andreimport your log files.
If you do not still have every log file that you have imported into this profile, youwill lose data by choosing this option.
To delete profile data, click DeleteDelete ProfileProfile DataData.N13E0001
SecuritySecurity realmsrealms■ About adding security realms■ To create a security realm■ About determining the security realm for pages that fit multiple realms
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AboutAbout addingadding securitysecurity realmsrealmsYou can define security realms that will enable Unica NetInsight to successfully resolvethe titles of pages on Web servers that require a user name and password for access.When Unica NetInsight performs page title resolution for a certain page, it checks thesecurity realms to find a realm to which the page belongs. If a matching realm exists,Unica NetInsight provides the Web server with the user name and password youdefined for that realm.
This functionality only applies to basic HTTP authentication.
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ToTo createcreate aa securitysecurity realmrealm1. View the profile in which you want to create the security realm.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select PagePage TitlesTitles >> SecuritySecurity RealmsRealms.
4. Click AddAdd.
5. In the RealmRealm namename box, enter the name of the security realm.
6. In the UserUser namename box, enter the user name for the security realm.
7. In the PasswordPassword box, enter the user's password.
8. In the PasswordPassword (again)(again) box, enter the same password that you entered in 7.
9. Click SaveSave OptionsOptions and then click ContinueContinue.
10. Select the security realm and click PagesPages.
11. Click AddAdd.
12. Enter a filter that describes the pages for which the user name and password willbe provided.
13. Click AddAdd.
The user name and password are provided for these pages from now on.
14. If this is what you want or if you have additional pages to enter at this time, clickContinueContinue.
If you want to provide the user name and password for pages in data you havealready imported, you can use the - resolvetitles command-line option toimmediately resolve page titles for all known pages.
15. To add another filter to this security realm, click AddAdd. To return to the list of securityrealms, click BackBack toto SecuritySecurity RealmsRealms.
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AboutAbout determiningdetermining thethe securitysecurity realmrealm forfor pagespages thatthat fitfitmultiplemultiple realmsrealmsA page can belong to only one security realm. If you have a page that meets the criteriafor more than one realm, NetInsight includes the page in the first realm to which it canbelong. You can use the MoveMove UpUp and MoveMove DownDown buttons to change the order of thesecurity realms in the SecuritySecurity realmsrealms forfor pagepage titletitle resolutionresolution list.
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■ About retail activity■ How Unica NetInsight gathers retail data■ What retail data Unica NetInsight can gather■ Retail reports
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AboutAbout retailretail activityactivityRetail activity consists of visitors viewing products and interacting with a shopping carton your site.It includes:
• Viewing products
• Adding products to a shopping cart
• Removing products from a shopping cart
• Completing the checkout processN1440001
HowHow UnicaUnica NetInsightNetInsight gathersgathers retailretail datadataUnica NetInsight gathers retail data through page tags. For details on configuring pagetags for your site, see the Unica NetInsight Administrator's Guide .
You also need to configure the Unica NetInsight profile to use data from page tagseither in place of or to augment your Web server's log files.
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WhatWhat retailretail datadata UnicaUnica NetInsightNetInsight cancan gathergatherUnica NetInsight can gather the following retail data:
• Products viewed (SKU, quantity, and unit price)
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• Products added to a shopping cart (SKU, quantity, and unit price)
• Products removed from a shopping cart (SKU, quantity, and unit price)
• Revenue associated with a shopping cart
• Order number
• Products purchased (SKU, quantity, and unit price)
• Pay-per-click revenueN1460001
RetailRetail reportsreports■ About retail reports■ About enabling retail reports
N1460007
AboutAbout retailretail reportsreportsThe following retail reports are available:
• Cart Activity Trend
• Product Abandonment Summary
• Product Action Summary
• Product Conversion Summary
• Retail Dashboard
• Revenue Trend
In addition, retail metrics, dimensions, and filters can be added to other NetInsightsummaries.
N1470001
AboutAbout enablingenabling retailretail reportsreportsIn order for retail reports to be available in a profile, the following must be true:
• Page tagging must be enabled for the profile.
• Retail dimensions (Product, Retail Action, Revenue Range, and Unit Price Range)must be marked reportable.
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■ About analyzing visitors■ Analyzing visitors or users by browser■ Analyzing visitors or users by department■ Analyzing visitors by host■ Analyzing visitors or users by platform■ To change the number of minutes between visits■ To specify an opt-out cookie value■ To use the sessionization parameter value for visitor identification■ To change how Unica NetInsight sessionizes traffic■ About using visitor identification cookies■ Analyzing visitor profiles
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AboutAbout analyzinganalyzing visitorsvisitorsUnica 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. Youcan also link the visitor information in Unica NetInsight with information in externaldatabases, and you can control how Unica NetInsight groups traffic into visits.
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AnalyzingAnalyzing visitorsvisitors oror usersusers byby browserbrowser■ 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
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AboutAbout analyzinganalyzing visitorsvisitors byby browserbrowserUnica NetInsight enables you to track which browsers are used by the visitors to yoursite. Browser statistics appear on the Browser Summary.
If the Browser Summary is blank, your server is probably not logging the user agentfield.You can configure how browsers are reported. However, because UnicaNetInsight comes preconfigured to recognize most major browsers in use today, it isusually unnecessary to change any of the browser groupings. If you do decide tochange browser groupings, review these instructions carefully. If you are not familiarwith regular expressions, you may want to review the regular expressions tutorial.User agent descriptions make heavy use of regular expressions.
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ToTo createcreate aa browserbrowser1. View the profile in which you want to create the browser.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select VisitorsVisitors >> BrowsersBrowsers.
4. Click AddAdd.
5. In the NameName ofof browserbrowser box, enter the name you want to have displayed for thebrowser.
6. If you want each major version of the browser to be reported separately, select theAppendAppend thethe versionversion numbernumber check box.
You will have to use the regular expression (\d+\.)(\d+\.) in the definition of the user agentsof the browser so Unica NetInsight will retain the version information when it importsyour log.
7. Click SaveSave OptionsOptions and then click ContinueContinue.
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ToTo addadd useruser agentsagents toto aa browserbrowserIf you just created the browser group, start with 4. Otherwise, start with 1.
For browser grouping to work correctly, the value you enter for the user agent mustmatch the way the user agent is recorded in your log files. You may want to reviewa sample log file before changing this option to ensure that you are familiar with theway user agents are recorded in your log files.
1. View the profile that contains the browser.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select VisitorsVisitors >> BrowsersBrowsers.
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4. Select the browser and click UserUser AgentsAgents.
5. Click AddAdd.
6. Enter a filter that describes the user agent you want to add to this browser and clickAddAdd.
The user agent you entered will be part of this browser in all new data you importfrom now on.
7. If this is what you want or if you have more user agents to add at this time, clickContinueContinue.
If you want the user agent to belong to the browser in data you have alreadyimported, you will need to delete all the data in your profile and reimport your logfiles.
If you do not still have all the log files you have imported into this profile, you willlose data permanently by choosing this option.
To delete your profile data, click DeleteDelete ProfileProfile DataData.N1550001
AboutAbout determiningdetermining thethe browserbrowser forfor useruser agentsagents thatthat fitfitmultiplemultiple browsersbrowsersA user agent can only belong to one browser. If you have a user agent that meets thecriteria for more than one browser, Unica NetInsight includes the user agent in the firstbrowser it can belong to in the list of browsers. You can use the MoveMove UpUp and MoveMoveDownDown buttons to change the order of the browsers in the list.
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AnalyzingAnalyzing visitorsvisitors oror usersusers byby departmentdepartment■ 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
departmentsN14A000A
AboutAbout analyzinganalyzing visitorsvisitors byby departmentdepartmentUnica 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 acorporate intranet).
To track different departments, you must specify which users or hosts belong to whichdepartments. The department statistics appear on the Department Summary.
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You can configure Unica NetInsight to determine department groupings using anexternal database (such as a corporate directory).
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ToTo createcreate aa departmentdepartment1. View the profile in which you want to create the department.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select VisitorsVisitors >> DepartmentsDepartments.
4. Specify what Unica NetInsight should display when you click the department namein the Department Summary.
• To display the host names/IP addresses, click HostsHosts.
• To display the user names, click UsersUsers.
5. Click SaveSave OptionsOptions and then click ContinueContinue.
6. Click AddAdd.
7. Enter the name you want displayed for this department.
8. Click SaveSave OptionsOptions and then click ContinueContinue.
Now you need to specify which hosts and users you want to be part of thisdepartment.
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ToTo addadd hostshosts andand usersusers toto aa departmentdepartmentIf you have just created the department, start with 4. Otherwise, start with 1.
1. View the profile that contains the department.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select VisitorsVisitors >> DepartmentsDepartments.
4. Select the department and click HostsHosts or UsersUsers (depending on how you chose todefine the department).
5. Click AddAdd.
6. Enter a filter that describes the user or host you want to add to this department andclick AddAdd.
The user or host you entered will be part of this department in all new data youimport from now on.
7. If this is what you want or if you have other users or hosts that you wish to add tothe department at this time, click ContinueContinue.
If you want the user or host to belong to the department in data you have alreadyimported, you will need to delete all the data in your profile and reimport your logfiles.
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If you do not still have all the log files you have imported into this profile, you willlose data permanently by choosing this option.To delete your profile data, clickDeleteDelete ProfileProfile DataData.
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AboutAbout determiningdetermining thethe departmentdepartment forfor hostshosts andandusersusers thatthat fitfit multiplemultiple departmentsdepartmentsA host or user can only belong to one department. If you have a host or user that meetsthe criteria for more than one department, Unica NetInsight includes the host or user inthe first department it can belong to in the list of departments. You can use the MoveMoveUpUp and MoveMove DownDown buttons to change the order of the departments in the list.
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AnalyzingAnalyzing visitorsvisitors byby hosthost■ About analyzing visitors by host■ To create a host group■ To add hosts to a host group■ About determining the host group for hosts that fit multiple groups
N14B000A
AboutAbout analyzinganalyzing visitorsvisitors byby hosthostUnica NetInsight enables you to track which hosts are responsible for the most traffic toyour site. The host statistics appear on the Host Summary.
You can group traffic from multiple hosts into a single host group. This enables you togroup the traffic from major online service providers or large corporations whose trafficto your site comes through multiple proxy servers. For example, if someone fromAmerica Online is browsing your Web site, each hit to your site could come through adifferent proxy server (host), thus showing up as multiple hosts. If you group all hoststhat end with .aol.com.aol.com as America Online, you can improve sessionization. By defaultUnica NetInsight is configured to group traffic from America Online, CompuServe,Prodigy, and WebTV.
In the reports, you cannot drill down on a host group to display details.
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ToTo createcreate aa hosthost groupgroup1. View the profile in which you want to group hosts.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select VisitorsVisitors >> HostHost GroupsGroups.
4. Click AddAdd.
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5. In the NameName ofof hosthost groupgroup box, enter the name you want to have displayed for thehost group.
6. In the DomainDomain ofof hosthost groupgroup box, enter the domain in which you want to have thegroup included in the Domain Summary.
For example, to have the host group included in Commercial (.com) enterCommercialCommercial (.com)(.com).
7. If you do not want to have cookies used when sessionizing for hosts in this hostgroup, select the IgnoreIgnore cookiescookies fromfrom thisthis hosthost groupgroup check box.
For example, some online services do not consistently pass the same cookie foreach view in a visit. This can reduce the accuracy of results if cookies are utilized inthe visit calculations. In this case, you should select the check box.
8. If you do not want Unica NetInsight to consider the host group a single unit whensessionizing, clear the UseUse modifiedmodified hosthost forfor sessionizationsessionization check box.
9. Click SaveSave OptionsOptions and then click ContinueContinue.
Now you need to specify which hosts you want to be part of this host group.N15A0001
ToTo addadd hostshosts toto aa hosthost groupgroupIf you have just created the host group, start with 4. Otherwise, start with 1.
1. View the profile that contains the host group.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select VisitorsVisitors >> HostHost GroupsGroups.
4. Select the host group and click HostsHosts.
5. Click AddAdd.
6. Enter a filter that describes the host you want to add to this host group and clickAddAdd.
The host you entered will be part of this host group in all new data you import fromnow on.
7. If this is what you want or if you have other hosts that you wish to add to the groupat this time, click ContinueContinue.
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.
If you do not still have all the log files you have imported into this profile, you willlose data permanently by choosing this option.
To delete your profile data, click DeleteDelete ProfileProfile DataData.N15B0001
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AboutAbout determiningdetermining thethe hosthost groupgroup forfor hostshosts thatthat fitfitmultiplemultiple groupsgroupsA host can only belong to one host group. If you have a host that meets the criteria formore than one group, Unica NetInsight includes the host in the first host group it canbelong to in the list of host groups. You can use the MoveMove UpUp and MoveMove DownDown buttonsto change the order of the host groups in the list.
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AnalyzingAnalyzing visitorsvisitors oror usersusers byby platformplatform■ 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
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AboutAbout analyzinganalyzing visitorsvisitors byby platformplatformUnica NetInsight enables you to track which platforms are used by the visitors to yoursite. Platform statistics appear on the Platform Summary.
You can configure how platforms are reported. However, since Unica NetInsight comespreconfigured to recognize most major platforms in use today, it is usually unnecessaryto change any of the platform groupings.
If you do decide to change platform groupings, review these instructions carefully. If youare not familiar with regular expressions, you may want to review the regularexpressions tutorial. User agent descriptions make heavy use of regular expressions.
If the Platform Summary is blank, your server is probably not logging the user agentfield.
N15C0001
ToTo createcreate aa platformplatform1. View the profile in which you want to group platforms.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select VisitorsVisitors >> PlaftormsPlaftorms.
4. Click AddAdd.
5. In the NameName ofof platformplatform box, enter the name you want to have displayed for theplatform.
6. If you want each major version of the platform to be reported separately, select theAppendAppend thethe versionversion numbernumber check box.
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You will have to use the regular expression (\d+\.)(\d+\.) in the definition of the user agentsof the platform so Unica NetInsight will retain the version information when it importsyour log.
7. Click SaveSave OptionsOptions and then click ContinueContinue.
Now you need to specify which user agents you want to be part of this platform.N15D0001
ToTo addadd useruser agentsagents toto aa platformplatformIf you have just created the platform, start with 4. Otherwise, start with 1.
For platform grouping to work correctly, the value you enter for the user agent mustmatch the way the user agent is recorded in your log files. You may want to reviewa sample log before changing this option to ensure that you are familiar with the wayuser agents are recorded in your log files.
1. View the profile that contains the platform.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select VisitorsVisitors >> PlatformsPlatforms.
4. Select the platform and click UserUser AgentsAgents.
5. Click AddAdd.
6. Enter a filter that describes the user agent you want to add to this platform and clickAddAdd.
The user agent you entered is part of this platform in all new data you import fromnow on.
7. If this is what you want or if you have more user agents to add at this time, clickContinueContinue.
If you want the user agent to belong to the platform in data you have alreadyimported, you will need to delete all the data in your profile and reimport your logfiles.
If you do not still have all the log files you have imported into this profile, you willlose data permanently by choosing this option.
To delete your profile data, click DeleteDelete ProfileProfile DataData.N15E0001
AboutAbout determiningdetermining thethe platformplatform forfor useruser agentsagents thatthat fitfitmultiplemultiple platformsplatformsA user agent can only belong to one platform. If you have a user agent that meets thecriteria for more than one platform, Unica NetInsight includes the user agent in the firstplatform it can belong to in the list of platforms. You can use the MoveMove UpUp and MoveMoveDownDown buttons to change the order of the platforms in the list.
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ToTo changechange thethe numbernumber ofof minutesminutes betweenbetweenvisitsvisits
By default, if 30 minutes elapse without a new page view, Unica NetInsight considersthe next page view from a given user to be part of the next visit. For example, if a visitorcomes to your Web site, leaves, and comes back within 30 minutes, Unica NetInsightconsiders the visitor's return as part of the same visit. Also, if a visitor stays on onepage on your Web site without clicking on another link for 30 minutes, the visit will timeout, and Unica NetInsight sees the next page the visitor views while on your site as partof a different visit.
If your site contains large amounts of text, you may want to increase the number ofminutes between visits. If your site has small amounts of text, you may want todecrease 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 OptionsOptions tab.
3. In the OptionsOptions panel, select VisitorsVisitors >> SessionizationSessionization .
4. In the NumberNumber ofof minutesminutes betweenbetween visitsvisits box, enter the maximum number of minutesthat can elapse between two consecutive page views by the same visitor and still beclassified as the same visit.
5. Click SaveSave OptionsOptions.
Unica NetInsight will use the new time value to sessionize traffic in all new data thatyou import from now on.
6. If this is what you want, click ContinueContinue.
If you want Unica NetInsight to use the new time value to sessionize traffic in datayou have already imported, you will need to delete your profile data and reimportyour log files.
If you do not still have every log file that you have imported into this profile, youwill lose profile data by choosing this option.
To delete profile data, click DeleteDelete ProfileProfile DataData.N14E0001
ToTo specifyspecify anan opt-outopt-out cookiecookie valuevalueSome Web sites allow visitors to "opt out" of receiving persistent cookies from the Website 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 thatthe cookie cannot be used for identification.
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You can configure Unica NetInsight to recognize an opt-out cookie value. A cookiewhose value matches the value you specify is not used for sessionization and is notassigned a cookie ID. The cookie value for the corresponding visits and views willappear as NoneNone in reports.
1. View the profile in which you want to specify an opt-out cookie value.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select VisitorsVisitors >> SessionizationSessionization.
4. In the Opt-outOpt-out cookiecookie valuevalue box, enter the opt-out cookie value. This value is case-sensitive.
5. Click SaveSave OptionsOptions.
Unica NetInsight will use the opt-out cookie value in all new data that you importfrom now on.
6. If this is what you want, click ContinueContinue.
If you want Unica NetInsight to use the opt-out cookie value in data you havealready imported, you will need to delete your profile data and reimport your logfiles.
If you do not still have every log file that you have imported into this profile, youwill lose profile data by choosing this option.
To delete profile data, click DeleteDelete ProfileProfile DataData.N14F0001
ToTo useuse thethe sessionizationsessionization parameterparameter valuevalue forforvisitorvisitor identificationidentification
If Unica NetInsight is set up to use the value of a parameter to determinesessionization, you can specify whether Unica NetInsight should also use that value toidentify visitors. This option is useful if your sessionization parameters remain the samebetween visits by the same visitor.
1. View the profile in which you want to use the sessionization parameter value forvisitor identification.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select VisitorsVisitors >> SessionizationSessionization.
4. Select the UseUse parameterparameter valuevalue for visitorvisitor identificationidentification check box.
This check box will only appear if you have previously defined parameters forthis profile.
5. Click SaveSave OptionsOptions.
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Unica NetInsight uses this parameter value for visitor identification in all new datathat you import from now on.
6. If this is what you want, click ContinueContinue.
If you want Unica NetInsight to use this parameter value for visitor identification indata you have already imported, you will need to delete your profile data andreimport your log files.
If you do not still have every log file that you have imported into this profile, youwill lose profile data by choosing this option.
To delete profile data, click DeleteDelete ProfileProfile DataData.N1500001
ToTo changechange howhow UnicaUnica NetInsightNetInsight sessionizessessionizestraffictraffic
When Unica NetInsight analyzes your log file data, it groups together all the activity byan individual during one visit (for example, all the pages viewed by a visitor during onevisit to your Web site). This grouping of page views into visits is called sessionization.To sessionize, Unica NetInsight must match user information from one page view entryin the log file with another page view entry. There are several possible methods forsessionization. You can specify for each profile which methods you want to use.
If your Unica NetInsight installation is configured to use page tagging, you can specifyhow cookies will be used for sessionization for each profile. You can choose to useeither the cookie(s) specified in the page tag request, the third-party cookies in thecookie field of the log file, or both.
Unica NetInsight uses the sessionization methods that you have selected in the orderthey appear. If Unica NetInsight is unable to sessionize using any of the selectedmethods, it sessionizes using a combination of the host name/IP address and useragent.
1. View the profile in which you want to determine sessionization.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select VisitorsVisitors >> SessionizationSessionization.
4. If you want Unica NetInsight to use the value of a parameter to determinesessionization, select the ParameterParameter valuevalue for check box. Then select the parameterfrom the list of parameters defined in the profile.
This check box appears only if you have previously defined parameters for thisprofile.
Parameters whose values are not being stored in the Unica NetInsight databasedo not appear in the list of parameters.
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5. If you want Unica NetInsight to use the authenticated user name to determinesessionization, select the AuthenticatedAuthenticated useruser namename check box.
6. If you want Unica NetInsight to use a visitor identification cookie to determinesessionization, select the VisitorVisitor identificationidentification cookiecookie check box. Then enter thename of the cookie.
If you are using the Unica Web Server Plug-in, leave the cookie name set to thedefault.
7. If your Unica NetInsight installation is configured to use page tagging, select anoption in the CookieCookie SourceSource field to determine which page tags will be used forsessionization.
• AUTOAUTOM 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.
• FIELDFIELDM Use this option if you want to include only cookies from the cookie fieldin the log file.
• PAGETAGPAGETAGM Use this option if you want to include only the cookie(s) specifiedby the ck parameter of the page tag request.
The cookie source options are available only if you have set page taggingoptions for the profile to UsedUsed insteadinstead ofof loglog filesfiles toto collectcollect datadata forfor aa singlesingle sitesiteor UsedUsed insteadinstead ofof loglog filesfiles toto collectcollect datadata forfor multiplemultiple sitessites.
8. Click SaveSave OptionsOptions.
Unica NetInsight will sessionize traffic according to your specifications for all newdata that you import into this profile.
9. If this is what you want, click ContinueContinue.
If you want Unica NetInsight to use your specifications to sessionize log file data youhave already imported, you will need to delete your profile data and reimport yourlog files.
If you do not still have every log file that you have imported into this profile, youwill lose profile data by choosing this option.
To delete profile data, click DeleteDelete ProfileProfile DataData.N1510001
AboutAbout usingusing visitorvisitor identificationidentification cookiescookiesIf you are using software other than the Unica Web Server Plug-in to set visitoridentification cookies, you can configure Unica NetInsight to use those cookies to trackvisitors across your site. To do this, your cookie must be recorded in the Web log in theformat CookieID=CookieValue. For example, if your cookies were being recorded asASPID=114567, enter ASPID in the VisitorVisitor identificationidentification cookiecookie box.
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If your cookie contains multiple name/value pairs separated by ampersands (forexample, YourID=First=John&Last=Doe&Number=123), enter the cookie name, anequal sign, and the name of the cookie fragment that contains the information on whichyou want to sessionize. (In the example above, you would enter YourID=Number if youwant to sessionize by the Number parameter.)
For the data that Unica NetInsight generates to be accurate using your own cookierather than the default SaneID, you also need to be setting cookies in the same manneras the Unica Web Server Plug-in. On a visitor's first request for a page from the Website, you must set a cookie in the visitor's browser (if the visitor does not already haveone). For each subsequent request to the Web site during this first visit and any othervisits made to the Web site, the server must read this cookie and record it in the Weblog in its cookie field. To prevent visitors who have cookies turned off from getting a newcookie for every new page view, ensure you are logging the cookie received by the Webserver and not the cookie sent by the Web server.
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AnalyzingAnalyzing visitorvisitor profilesprofiles■ About analyzing visitor profiles■ To create a visitor profile■ About changing the order of visitor profiles
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AboutAbout analyzinganalyzing visitorvisitor profilesprofilesUnica NetInsight enables you to track how often the members of various visitor profilesare coming to your Web site. A visitor profile is a group of visitors that you have definedon the Visitor Profile page of your Web server profile. You can sort visitors into groupsbased on any of a large number of filters, including visit type (repeat or new), visitduration, pages viewed, initial referrer, or content group.
A visit is considered a member of every profile whose filters it matches. Visitor profilescan be used to gain a deeper understanding of exactly how visitors arrive at your siteand 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 multiplevisits.
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ToTo createcreate aa visitorvisitor profileprofile1. View the profile in which you want to create a visitor profile.
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select VisitorsVisitors >> VisitorVisitor ProfilesProfiles.
4. Click AddAdd.
5. Enter a name for the profile.
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6. Click SaveSave OptionsOptions and then click ContinueContinue.
7. Select the visitor profile and click VisitorsVisitors.
8. Click AddAdd FilterFilter.
9. Select a filter type from the list and click ContinueContinue.
10. Enter the values for the filter.
11. Click ContinueContinue.
12. Repeat 8 through 11 until you have entered all the filters you want for the visitorprofile.
13. Click SaveSave FiltersFilters and then click ContinueContinue.
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.
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AboutAbout changingchanging thethe orderorder ofof visitorvisitor profilesprofilesYou can use the MoveMove UpUp and MoveMove DownDown buttons to change the order of the visitorprofiles in the list. However, unlike some other options, changing the order has no affecton the reports.
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1515 NetInsightNetInsight SystemSystemAdministrationAdministration
■ About database sessions■ Administering the Inbox■ About NetInsight options■ Configuring main options■ Configuring network options■ Configuring security■ Configuring roles and users■ About customizing the NetInsight interface■ Working with views■ Working with roles and views■ Working with report lists■ Working with dimension lists■ Working with filter lists■ Working with metric lists■ About default profile options■ Data and license administration■ Troubleshooting NetInsight
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AboutAbout databasedatabase sessionssessionsIf you are using an Oracle or DB2 database you can specify certain databaseparameters that are used each time connects to your database.
Setting this option can aid in tuning the performance of your database under certainlimited circumstances. In general, the default values for this option should not bechanged without consulting Unica technical support.
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AdministeringAdministering thethe InboxInboxYou can always access your own reports in the Inbox. If you are an Inbox administrator(your default role contains the AdministratorAdministrator :: AdministrationAdministration :: InboxInbox privilege), you canswitch 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 NetInsight Administrator role has the Inbox administration privilege.
Inbox administrators can cancel reports requested by other users and can sort and filterby owner in addition to the other sorting and filtering options.
For Linux environments: The user running Apache requires write permission to thereportinbox.dat file and the nt_scheduler_lock.lck file. If the Apache userdoes not have these permissions, the report scheduler will fail to start. This may occur ifthese files are owned by a user other than the Apache user and your Linux environmenthas umasks set. If the report scheduler fails, check the permissions on these files and, ifnecessary, change them to allow read/write (666) access permissions.
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AboutAbout NetInsightNetInsight optionsoptions■ About database sessions■ About custom log file formats■ About environment variables■ About Unica NetInsight email options■ About locale options■ About Unica options■ About DNS options■ About proxy servers■ About authentication options■ About Unica Marketing Platform authentication■ About restricting access to the Profile Manager■ About roles■ About user managers■ About user configuration
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AboutAbout databasedatabase sessionssessionsIf you are using an Oracle or DB2 database you can specify certain databaseparameters that are used each time connects to your database.
Setting this option can aid in tuning the performance of your database under certainlimited circumstances. In general, the default values for this option should not bechanged without consulting Unica technical support.
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AboutAbout customcustom loglog filefile formatsformatsUnica NetInsight automatically recognizes most log formats. For example, it can readIIS Standard/Extended, NCSA Common/Combined, Netscape Flexible, and W3CExtended formats, among others.
However, some log files are in a nonstandard format that Unica NetInsight cannot readby default. If your log files are in a nonstandard format, you can specify the log formatmanually so that Unica NetInsight can read the log files.
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AboutAbout environmentenvironment variablesvariablesYou can specify the environment variables that are needed for to work properly withyour setup.
For example, you could use the time zone variable to change the times in your reportsto GMT. The environment variables you specify are in effect for the life of the process.
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AboutAbout UnicaUnica NetInsightNetInsight emailemail optionsoptionsUnica NetInsight can email reports to users. To enable this functionality, you mustprovide the information Unica NetInsight needs to send messages:
• MailMail serverserver (SMTP)(SMTP). The host name or IP address of your mail server.
• MailMail serverserver portport. The port on which your mail server is installed. The default value is25.
• FromFrom addressaddress. The email address from which all reports are emailed. Any emailmessages that are returned as undeliverable are returned to this address.
• Administrator'sAdministrator's addressaddress. The email addresses of the people who should be notifiedwhen Unica NetInsight encounters an error. Separate multiple addresses bycommas.
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AboutAbout localelocale optionsoptionsLocale options include the following settings:
• DisplayDisplay timetime asas. You select whether you want NetInsight to display times using the12-hour clock or the 24-hour clock.
• DisplayDisplay datedate asas. You select the date format you want NetInsight to use. The dateand time settings primarily affect the footer on the Profile Manager pages.
• CharacterCharacter setset. You select the character set that NetInsight uses to display text in theProfile Manager.
• LanguageLanguage. You select the language that NetInsight uses to display text. Thelanguages available depend on which Language Packs you have installed.
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AboutAbout UnicaUnica optionsoptionsWhen deployed as part of the Unica Marketing suite, Unica NetInsight must make aconnection to the Unica Marketing Platform. You specify the Unica Marketing PlatformURL during installation. If necessary, after installation you can change this value in theUnica NetInsight administrative options.
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AboutAbout DNSDNS optionsoptionsAny application that resolves host names needs to know the address of a DNS server.Usually, Unica NetInsight can retrieve the address automatically. However, sometimesthis information is impossible to retrieve on some systems and must be enteredmanually.
NumberNumber ofof IPIP AddressesAddresses toto resolveresolve atat oneone timetimeWhen Unica NetInsight resolves host names in your log files, a number of requests forhost name resolution can be pending at once. You can change how many pendingrequests are allowed.
Because each pending request uses both memory and network resources, lowering thisvalue can lower Unica NetInsight memory use and network resource use when UnicaNetInsight is set to resolve host names.
In general, you should not alter the number without consulting technical support.
TimeTime toto allowallow forfor aa reversereverse DNSDNS lookuplookupBy default, when Unica NetInsight performs reverse DNS lookups (to resolve hostnames), it stops a lookup if it has not been completed after 3 seconds. For users withslower connections, a 3-second timeout may result in some reverse DNS lookups beingstopped prematurely. This results in less than accurate sessionization, particularly whendealing with hosts that should be affected by host grouping. However, you can increasethe number of seconds you want Unica NetInsight to wait before stopping a DNSlookup.
HowHow manymany timestimes toto retryretry aa DNSDNS lookuplookupBy default, when resolving host names, Unica NetInsight makes four retries to resolve agiven IP address. However, sometimes the DNS lookup process stops because it timesout, resulting in an IP address never being resolved even though resolution may bepossible. You can increase the number of times that Unica NetInsight should try toresolve a host name. (There is always one attempt; if it fails, it is retried a specifiednumber times.)
HowHow manymany timestimes toto retryretry aa DNSDNS lookuplookupIf you use a proxy server for Web access, there are some additional settings you needto enter before Unica NetInsight can resolve page titles.
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AboutAbout proxyproxy serversserversIf you use a proxy server for Web access, you must configure Unica NetInsight to usethe proxy server in order to resolve page titles.
N1780001
AboutAbout authenticationauthentication optionsoptionsYou can set up user authentication in these ways:
• InternalInternal databasedatabase. Users are authenticated through Unica NetInsight
• UnicaUnica MarketingMarketing PlatformPlatform. Users are authenticated through the Unica MarketingPlatform.
• ExternalExternal databasedatabase. The LDAP data conduit is used to verify that the user name andpassword the user enters are valid.
• WebWeb serverserver. 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, it is recommendedthat you integrate your LDAP or Web server users through the Unica MarketingPlatform, and select Unica Marketing Platform authentication.
Regardless of the authentication method you select, you must create users in theinternal user database with the same user names as assigned in the UnicaMarketing Platform, LDAP, or the Web server, so that you can associate them withroles and views for particular profiles.
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AboutAbout UnicaUnica MarketingMarketing PlatformPlatform authenticationauthenticationWhen Unica NetInsight uses the Unica Marketing Platform for authentication, you mustmanually enter users in both the Unica Marketing Platform and Unica NetInsight. Theseuser names must match exactly, and are case-sensitive. You enter passwords only inthe Unica Marketing Platform.
In the Unica Marketing Platform, there is an application access object called UnicaUnicaNetInsightNetInsight. This setting is currently ignored by Unica NetInsight. User access toUnica NetInsight is not controlled by the Unica Marketing Platform's applicationaccess feature. Instead, all authorization functions are performed within UnicaNetInsight. After authenticating with the Unica Marketing Platform, if the same username exists in Unica NetInsight's internal database, then the user is allowed accessto Unica NetInsight based on the assigned role and permissions. When users firstlog into Unica NetInsight and are authenticated against the Unica MarketingPlatform, they must change their passwords. Users cannot change their passwordsthrough Unica NetInsight; they must open the Unica Marketing Platform, log in, andchange their passwords.
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DisablingDisabling andand DeletingDeleting UnicaUnica UsersUsersIf a user's browser has cookies set never to expire, and you disable or delete that userin the Unica Marketing Platform, the user is still able to log in to Unica NetInsight.
Therefore it is highly recommended that you:
1. Require Unica NetInsight users to set cookies to expire every time the browsercloses.
2. Delete Unica NetInsight users when they are disabled or deleted in the UnicaMarketing Platform.
N17A0001
AboutAbout restrictingrestricting accessaccess toto thethe ProfileProfile ManagerManagerAs necessary, you can restrict access to the Profile Manager.
If you do not restrict access, the Profile Manager is available to both authenticatedand unauthenticated users. For security reasons, Unica highly recommends that yourestrict access.
You use the Profile Manager to view, create, edit, and remove profiles, as well as setadministrative options, such as defining user roles and privileges.
When you select to restrict access to the Profile Manager, only users whose default roleincludes the Administrator:Administrator: Administration:Administration: ProfileProfile ManagerManager privilege are able to view theProfile Manager. If users are based on a role that does not include this privilege, or ifthey are not logged in, they are redirected to the UnicaUnica NetInsightNetInsight HomepageHomepage.
You determine whether to restrict access to the Profile Manager when you set theauthentication method.
N17B0001
AboutAbout rolesrolesA role is a collection of privileges. Roles control which icons and options appear tousers. For example, if the role does not include the InterfaceInterface :: IconIcon :: ExportExport privilege,the ExportExport icon is not displayed in the toolbar.
You do not need to use roles. However, roles are useful in restricting access to certainfeatures.
While roles hide certain features by not including links to those pages in theinterface, a motivated user can still access those pages through a Web browser bydirectly typing in the appropriate URL. To prevent access to such pages, use yourWeb server's security features.
Several roles are defined by default. You can modify these as well as create new roles.N17C0001
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AboutAbout useruser managersmanagersUser managers have the ability to create and edit non-administrator user accounts, butdo not have access to other administration functionality. When user managers click the
Administration icon [ ], they are taken directly to the AdministrativeAdministrative Options:Options: UsersUserspagepage.
AboutAbout usingusing thethe AdministratorAdministrator onlyonly settingsetting withwith useruser managermanager rolesrolesWhen you create a user manager role, you have the option of whether or not to selectthe AdministratorAdministrator onlyonly setting for that role. If the AdministratorAdministrator onlyonly setting:
• Is selected, the user managers can create other user managers. They can alsochange the role assigned for their own accounts.
Typically, you would want to enable this setting for all roles with administrationprivileges. You may also want to enable it for certain non-administration roles. Forexample, if your company has site-specific roles (for example, "Boston AverageUser," "Paris Average User") you may want to create user managers that can onlycreate and edit users for a specific site.
• Is not selected, the user managers cannot create other user managers or changethe role assigned for their own accounts.
N17D0001
AboutAbout useruser configurationconfigurationYou can assign each user a role, a default view, and a default reporting mode for eachprofile. You can also assign a default role and reporting mode to be used for all profilesfor which a specific role and reporting mode are not defined for the user. You canprohibit a user from accessing specific profiles through the Unica NetInsight interface.
N1630001
ConfiguringConfiguring mainmain optionsoptions■ 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
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ToTo specifyspecify databasedatabase sessionssessionsThis 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 OptionsOptions tab.
3. In the OptionsOptions panel, select MainMain >> AdvancedAdvanced.
The AdvancedAdvanced optionsoptions screen opens.
4. In the DatabaseDatabase sessionsession optionsoptions field, enter the parameters that should use whenconnecting to the database.
For example, if you are using Oracle, you can enter the follow code to produce atrace file for each report, to aid in troubleshooting problems:
SQL_TRACE=TRUE
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5. Click SaveSave OptionsOptions, then click ContinueContinue.N330001
ToTo definedefine aa customcustom loglog filefile formatformat1. On the toolbar, click the Administration icon.
2. Click the OptionsOptions tab.
3. In the Options panel, select MainMain > CustomCustom LogLog FormatsFormats.
4. Click AddAdd.
5. Enter a name for the log file format.
6. Enter the log file format.
7. Click SaveSave OptionsOptions.
After you specify a custom log format, it appears in the FormatFormat ofof loglog file(s)file(s) list whenyou add or edit log files. Custom log formats cannot be automatically detected, soyou must specify the format for each log file that uses it.
N17E0001
ToTo addadd anan environmentenvironment variablevariable
1. Open the administration home page by clicking on the Administration icon ( ).
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select MainMain >> EnvironmentEnvironment VariablesVariables.
The EnvironmentEnvironment variablesvariables toto bebe defineddefined screen opens.
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4. Click AddAdd.
The EnvironmentEnvironment variablesvariables definitiondefinition screen opens.
5. Enter a value in the NameName ofof variablevariable field.
6. Enter a value in the ValueValue ofof variablevariable field.
7. Click SaveSave OptionsOptions, then click ContinueContinue.
The environment variables is now available for use.N17F0001
ToTo editedit anan environmentenvironment variablevariable
1. Open the administration home page by clicking on the Administration icon ( ).
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select MainMain >> EnvironmentEnvironment VariablesVariables.
The EnvironmentEnvironment variablesvariables toto bebe defineddefined screen opens.
4. Select the environment variable to edit.
5. Click EditEdit.
The EnvironmentEnvironment variablesvariables definitiondefinition screen opens.
6. Modify the value in the NameName ofof variablevariable field as necessary.
7. Modify the value in the ValueValue ofof variablevariable field as necessary.
8. Click SaveSave OptionsOptions, then click ContinueContinue.
The environment variable is now edited and available for use.N1800001
ToTo deletedelete anan environmentenvironment variablevariable
1. Open the administration home page by clicking on the Administration icon ( ).
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select MainMain >> GEnvironmentGEnvironment VariablesVariables.
The EnvironmentEnvironment variablesvariables toto bebe defineddefined screen opens.
4. Select the environment variable to delete.
There is no chance to reverse your decision after the next step. Proceed withcaution.
5. Click DeleteDelete.
6. Click ContinueContinue.
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The environment variable is deleted.N1810001
ToTo changechange thethe timetime formatformatYou can modify how Unica NetInsight displays time, to use either the 12- or 24-hourformat.
1. Open the administration home page by clicking on the Administration icon ( ).
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select MainMain >> LocaleLocale.
The LocaleLocale OptionsOptions screen opens.
4. In the DisplayDisplay timetime asas drop-down list, select the format to use.
You can select:
• 1212 hourhour clockclock
• 2424 hourhour clockclock
5. Click SaveSave OptionsOptions, then click ContinueContinue.
Changes to the time format are saved and take effect immediately.N1820001
ToTo changechange thethe datedate formatformat
1. Open the administration home page by clicking on the Administration icon ( ).
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select MainMain >> LocaleLocale.
The LocaleLocale OptionsOptions screen opens.
4. In the DisplayDisplay datedate asas drop-down list, select the format to use.
You can select:
• mm/dd/yyyymm/dd/yyyy (the default)
• dd/mm/yyyydd/mm/yyyy
• yyyy/mm/ddyyyy/mm/dd
5. Click SaveSave OptionsOptions, then click ContinueContinue.
Changes to the date format are saved and take effect immediately.N1830001
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ToTo changechange thethe charactercharacter setsetYou can modify the character set uses. However, you should not modify this settingafter you have started using .
1. Open the administration home page by clicking on the Administration icon ( ).
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select MainMain >> LocaleLocale.
The LocaleLocale OptionsOptions screen opens.
4. In the CharacterCharacter drop-down list, select the character set to use.
5. Click SaveSave OptionsOptions, then click ContinueContinue.N1840001
ToTo changechange thethe languagelanguage usedusedYou must install the language pack for the language you want to use prior to modifyingthe language setting in Unica CustomerInsight.
1. Open the administration home page by clicking on the Administration icon ( ).
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select MainMain >> LocaleLocale.
The LocaleLocale OptionsOptions screen opens.
4. In the LanguageLanguage drop-down list, select the language to use.
5. Click SaveSave OptionsOptions, then click ContinueContinue.
If you change the language, for the complete translated interface to appear, you mustuse the command line option admin -regen.
N1850002
InboxInbox optionsoptionsUse the following options to configure the Inbox for your Unica NetInsight installation.
OptionOption DescriptionDescription
Max Running Re- The maximum number of reports with the status Running that a user can have.ports Per User The default is 5. A value of 0 means there is no limit.
Global Max Run- The maximum number of reports with the status Running that can be in thening system, regardless of which user requested them. The default is 200. A value of 0
means there is no limit.
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OptionOption DescriptionDescription
Completed Reports The maximum number of reports with a status of Canceled by Admin, Completed,Stored per User or Failed that a user is allowed to retain in the Inbox. The default is 100. When
this limit is reached, Unica NetInsight deletes reports.
Run Queued Re- Clearing this checkbox turns off report generation. Any reports waiting to beports 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 performingmaintenance on your system.
N1640001
ConfiguringConfiguring networknetwork optionsoptions■ To modify Unica options■ To specify DNS options■ To modify Unica NetInsight email options
N164000A
ToTo modifymodify UnicaUnica optionsoptionsUnica options include the complete URL for Unica Marketing Platform, which you setduring installation. You can change Unica options through the interface, as describedbelow.
1. Open the administration home page by clicking on the Administration icon ( ).
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, under NetworkNetwork, click UnicaUnica.
The UnicaUnica OptionsOptions screen opens.
4. Edit the UnicaUnica MarketingMarketing PlatformPlatform URLURL as needed.
If you enter the incorrect UnicaUnica MarketingMarketing PlatformPlatform URLURL, users are not able tolog in. The error message states that the login failed, but does not specify thatUnica Marketing Platform was not reachable.
5. Click SaveSave OptionsOptions, then click ContinueContinue.
Changes to the Unica options are saved.N1860001
ToTo specifyspecify DNSDNS optionsoptions
1. Open the administration home page by clicking on the Administration icon ( ).
2. Click the OptionsOptions tab.
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3. In the OptionsOptions panel, select NetworkNetwork >> DNSDNS.
The DNS Options screen opens.
4. In the DNSDNS serverserver addressaddress field, enter the host name or IP address of a DNS server.
5. In the MaximumMaximum simultaneoussimultaneous DNSDNS requestsrequests field, enter the number of IP addressesUnica NetInsight should attempt to resolve at once.
The default is 2000.
6. In the ReverseReverse DNSDNS timeouttimeout field, enter the number of seconds you want UnicaNetInsight to wait before stopping a DNS lookup (to resolve host names).
The slower your connection, the larger your timeout setting should be. Enter anumber from 2 to 120. The default is 3.
7. In the ReverseReverse DNSDNS retriesretries field, enter the number of times that Unica NetInsightshould try to resolve a given IP address.
Enter a number from 0 to 100. The default is 4.
8. Click SaveSave OptionsOptions and then click ContinueContinue.N1870001
ToTo modifymodify UnicaUnica NetInsightNetInsight emailemail optionsoptionsYou can modify the email options Unica NetInsight uses to email reports to users. Youcan set these options during installation, or change them through the administratorinterface, as described below.
1. Open the administration home page by clicking on the Administration icon ( ).
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select NetworkNetwork >> EmailEmail.
The EmailEmail OptionsOptions screen opens.
4. Edit the email options as needed.
a. In the MailMail serverserver (SMTP)(SMTP) field, enter the name of a valid SMTP email server todeliver emailed reports.
b. Enter a valid port number in the MailMail ServerServer PortPort field (the default port for SMTPis port 25).
c. Enter a valid email address in the FromFrom addressaddress field.
Any undeliverable reports are returned here by default.
This address can be overridden in configured email tasks.
d. Enter a valid email address in the Administrator'sAdministrator's addressaddress field.
Any errors are reported to this address.
5. Click SaveSave OptionsOptions, then click ContinueContinue.
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Changes to the email options are saved and take effect immediately.N1650001
ConfiguringConfiguring securitysecurity■ To specify the internal database as the authentication method■ To specify the Unica Marketing Platform as the authentication method■ To specify LDAP as the authentication method■ To specify the Web Server as the authentication method
N165000A
ToTo specifyspecify thethe internalinternal databasedatabase asas thethe authenticationauthenticationmethodmethodYou 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 OptionsOptions tab.
3. In the OptionsOptions panel, select UsersUsers >> AuthenticationAuthentication.
The AuthenticationAuthentication optionsoptions screen opens.
4. In the AuthenticateAuthenticate usingusing list, select InternalInternal databasedatabase.
5. In the LoginsLogins expireexpire list, select how you want users to be logged out.
• To have authenticated users stay logged on until they manually log out, selectNeverNever.
• To have users' logins expire when their browsers close, select WhenWhen thethebrowserbrowser isis closedclosed.
6. Set password requirements as needed.
• Enter the MinimumMinimum lengthlength for user's passwords.
• Enter the MinimumMinimum numbernumber ofof numericnumeric characterscharacters for user's passwords.
• Enter the MinimumMinimum numbernumber ofof uppercaseuppercase oror specialspecial characterscharacters for user'spasswords.
7. Optionally, to prevent users not based on a role with the Administrator:Administrator:Administration:Administration: ProfileProfile ManagerManager privilege from access the Profile Manager, checkRestrictRestrict AccessAccess toto ProfileProfile ManagerManager.
For security reasons, it is highly recommended that you check this option.
8. Click SaveSave OptionsOptions, then click ContinueContinue.N1880001
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ToTo specifyspecify thethe UnicaUnica MarketingMarketing PlatformPlatform asas thetheauthenticationauthentication methodmethod
1. Open the administration home page by clicking on the Administration icon ( ).
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select UsersUsers >> AuthenticationAuthentication.
The AuthenticationAuthentication optionsoptions screen opens.
4. In the AuthenticateAuthenticate usingusing list, select UnicaUnica MarketingMarketing PlatformPlatform.
5. In the LoginsLogins expireexpire list, select how you want users to be logged out.
• To have authenticated users stay logged on until they manually log out, selectNeverNever.
• To have users' logins expire when their browsers close, select WhenWhen thethebrowserbrowser isis closedclosed. This is the more secure option and is highly recommended.
6. Optionally, to prevent users not based on a role with the Administrator:Administrator:Administration:Administration: ProfileProfile ManagerManager privilege from accessing the Profile Manager, checkRestrictRestrict AccessAccess toto ProfileProfile ManagerManager.
If you do not restrict access to the Profile Manager, it is available to bothauthenticated and unauthenticated users. For security reasons, Unica highlyrecommends that you restrict access to the profile manager.
7. Click SaveSave OptionsOptions, then click ContinueContinue.
You can now create users in Unica NetInsight and Unica Marketing Platform.N1890001
ToTo specifyspecify LDAPLDAP asas thethe authenticationauthentication methodmethodTo use LDAP for authentication, you must set up the LDAP data conduit.
You can choose to use LDAP as the authentication method for users.
Unica Marketing Platform is the recommended authentication method.
1. Open the administration home page by clicking on the Administration icon ( ).
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select UsersUsers >> AuthenticationAuthentication.
The AuthenticationAuthentication optionsoptions screen opens.
4. In the AuthenticateAuthenticate usingusing list, select ExternalExternal databasedatabase.
Fields in which to identify the data conduit appear on the screen.
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5. In the LoginsLogins expireexpire list, select how you want users to be logged out.
• To have authenticated users stay logged in until they manually log out, selectNeverNever.
• To have users' logins expire when their browsers close, select WhenWhen thethebrowserbrowser isis closedclosed. This is the more secure option and is highly recommended.
6. In the FullFull pathpath toto conduitconduit field, enter the full path (including the filename) to the.dll (Windows) or .so (UNIX) file for the conduit.
7. In the FullFull pathpath toto conduitconduit configconfig field, enter the full path (including the filename) tothe configuration file for the conduit.
8. Optionally, to prevent users not based on a role with the Administrator:Administrator:Administration:Administration: ProfileProfile ManagerManager privilege from access the Profile Manager, checkRestrictRestrict AccessAccess toto ProfileProfile ManagerManager.
For security reasons, it is highly recommended that you check this option.
9. Click SaveSave OptionsOptions, then click ContinueContinue.N18A0001
ToTo specifyspecify thethe WebWeb ServerServer asas thethe authenticationauthenticationmethodmethodYou can choose to use the Web server as the authentication method for users.
Unica Marketing Platform is the recommended authentication method.
1. Open the administration home page by clicking on the Administration icon ( ).
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select UsersUsers >> AuthenticationAuthentication.
The AuthenticationAuthentication optionsoptions screen opens.
4. In the AuthenticateAuthenticate usingusing list, select WebWeb serverserver.
Fields in which to identify the data conduit appear on the screen.
5. In the FullFull pathpath toto conduitconduit field, enter the full path (including the filename) to the.dll (Windows) or .so (UNIX) file for the conduit.
6. In the FullFull pathpath toto conduitconduit configconfig field, enter the full path (including the filename) tothe configuration file for the conduit.
7. Optionally, to prevent users not based on a role with the Administrator:Administrator:Administration:Administration: ProfileProfile ManagerManager privilege from access the Profile Manager, checkRestrictRestrict AccessAccess toto ProfileProfile ManagerManager.
For security reasons, it is highly recommended that you check this option.
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8. Click SaveSave OptionsOptions, then click ContinueContinue.N1660001
ConfiguringConfiguring rolesroles andand usersusers■ To create a role■ 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■ To create a user■ To modify a user■ To specify a user's profile settings■ To delete a user
N166000A
ToTo createcreate aa roleroleWhen you first create a role, that role has no privileges associated with it.
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 newrole that must be different.
1. Open the administration home page by clicking on the Administration icon ( ).
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, under UsersUsers, click RolesRoles.
The RoleRole definitionsdefinitions screen opens.
4. Click AddAdd.
The RoleRole descriptiondescription screen opens.
5. Enter the name and title of the role.
6. Optionally, check the AdministratorAdministrator onlyonly box to prevent user managers from addingor editing user accounts associated with this role.
7. Click SaveSave OptionsOptions, then click ContinueContinue.
After you create a new role, you must assign it privileges.N18B0001
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ToTo copycopy aa roleroleWhen 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 sameprivileges, 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 OptionsOptions tab.
3. In the OptionsOptions panel, select UsersUsers >> RolesRoles.
The RoleRole definitionsdefinitions screen opens.
4. Select the role that you want to copy.
5. Click CopyCopy.
The RoleRole descriptiondescription screen opens.
6. Enter a new, unique name in the RoleRole namename field.
7. Edit the value in the TitleTitle ofof rolerole field.
8. Click SaveSave OptionsOptions, then click ContinueContinue.N18C0001
ToTo assignassign oror editedit privilegesprivileges forfor aa roleroleThe privileges you assign to a role control what users based on that role see in the Webinterface.
1. Open the administration home page by clicking on the Administration icon ( ).
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, select UsersUsers >> RolesRoles.
The RoleRole definitionsdefinitions screen opens.
4. Select the role for which you want to assign or edit privileges.
5. Click PrivilegesPrivileges.
The PrivilegesPrivileges grantedgranted toto rolerole screen opens.
6. Modify privileges as needed.
Privileges already associated with the role are in the GrantedGranted privilegesprivileges list.
Privileges in the system that are not associated with the role are in the AvailableAvailableprivilegesprivileges list.
Select list items and use the arrow keys to move them between lists as necessary.
7. Click SaveSave OptionsOptions, then click ContinueContinue.N18D0001
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ToTo editedit aa roleroleYou can change the title of an existing role and the AdministratorAdministrator onlyonly setting. Youcannot change the name of an existing role.
The title of the role appears in the list of roles. The name of the role is used internally.
1. Open the administration home page by clicking on the Administration icon ( ).
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, under UsersUsers, click RolesRoles.
The RoleRole definitionsdefinitions screen opens.
4. Select the role that you want to edit.
5. Click EditEdit.
The RoleRole descriptiondescription screen opens.
6. Edit the value in the TitleTitle ofof rolerole field.
7. Optionally, check or clear the AdministratorAdministrator onlyonly box to prevent user managers fromadding or editing user accounts associated with this role.
8. Click SaveSave OptionsOptions, then click ContinueContinue.N18E0001
ToTo deletedelete aa roleroleWhen you delete a role that is associated with users, those users are then notassociated with any role.
When you delete a role, there is no confirmation step before the role is removed. Besure that you want to delete the role before proceeding.
1. Open the administration home page by clicking on the Administration icon ( ).
2. Click the OptionsOptions tab.
3. In the OptionsOptions panel, under UsersUsers, click RolesRoles.
The RoleRole definitionsdefinitions screen opens.
4. Select the role that you want to delete.
5. Click DeleteDelete.
The role is deleted.
6. Click ContinueContinue.N18F0001
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ToTo createcreate aa useruser managermanager1. Ensure that RestrictRestrict accessaccess toto ProfileProfile ManagerManager has been enabled for your
installation.
2. Create a new role for user managers.
When creating the role:
• To prevent user managers from creating or editing other user managers, checkAdministratorAdministrator onlyonly.
• Assign the AdministratorAdministrator :: AdministrationAdministration :: UserUser ManagerManager privilege to the roll,along with whatever other interface, options, and removal privileges you want.Do not assign the AdministrationAdministration :: AdministrationAdministration :: ProfileProfile ManagerManager privilege tothe role as this gives it full administration privileges.
3. For each role that should not be editable by user managers, ensure that theAdministratorAdministrator onlyonly setting is selected.
This makes the role (and its associated user accounts) exempt from editing by usermanagers.
Typically you would want to enable this setting for all roles with administrationprivileges. You may also want to enable it for certain non-administration roles.For example, if your company has site-specific roles (for example, "BostonAverage User," "Paris Average User") you may want to create user managersthat can only create and edit users for a specific site.
4. Assign users to the user manager role as desired.N1900001
ToTo createcreate aa useruserWhen you create a user, you base the user's privileges on a role. You can use the rolesdelivered with Unica NetInsight or create custom roles.
If you are using the Unica Marketing Platform for authentication, the UserUser namename youenter must match the user name created in the Unica Marketing Platform
1. Open the administration home page by clicking on the Administration icon ( ).
2. Click the OptionsOptions tab.
3. Under OptionsOptions, select UsersUsers >> UsersUsers.
The NetInsightNetInsight usersusers screen opens.
4. Click AddAdd.
The UserUser descriptiondescription screen opens.
5. Fill in the user information.
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Note the following:
• The UserUser namename value is case-insensitive.
• The FullFull namename value appears in the welcome message located in the upper-rightcorner of the Unica NetInsight home page.
• The FullFull namename, EmailEmail addressaddress, and PasswordPassword fields only appear if UnicaNetInsight is configured to authenticate users through its internal database. IfUnica NetInsight is configured to authenticate users through the Unica MarketingPlatform, an external database or a Web server, you do not enter thisinformation.
• The DefaultDefault rolerole list contains all the defined roles. The default role you specifycontrols the interface for all profiles except those in which a specific role hasbeen specified for this user or the default role for the profile is (No Access). Italso controls whether the user has the right to change the password or thedefault view for each profile, among other privileges.
• The DefaultDefault reportingreporting modemode list contains two options: FullFull and SampleSample. Thedefault mode you specify controls the reporting mode for all profiles except thosein which a specific default reporting mode has been specified for this user.
6. Click SaveSave OptionsOptions, then click ContinueContinue.
If you are using the Unica Marketing Platform for authentication, you must now createusers in the Unica Marketing Platform with the same user names you entered in UnicaNetInsight.
When users first log into Unica NetInsight and are authenticated against the UnicaMarketing Platform, they must change their passwords. Users cannot change theirpasswords through Unica NetInsight; they must open the Unica Marketing Platform,log in, and change their passwords.
After you create a user account, instruct the user to log on to his or her Unica NetInsighthome page at http://NetInsight_URL/index.html.
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ToTo modifymodify aa useruserFollow these instructions to modify a user's full name, email address, password, defaultrole, and default reporting mode.
1. Open the administration home page by clicking on the Administration icon ( ).
2. Click the OptionsOptions tab.
3. Under OptionsOptions, select UsersUsers >> UsersUsers.
The NetInsightNetInsight usersusers screen opens.
4. Select the user to edit.
5. Click EditEdit.
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The UserUser descriptiondescription screen opens.
6. Fill in the user information.
Note the following:
• The FullFull namename value appears in the welcome message located in the upper-rightcorner of the Unica NetInsight home page.
• The FullFull namename, EmailEmail addressaddress, and PasswordPassword fields appear only if UnicaNetInsight is configured to authenticate users through its internal database. IfUnica NetInsight is configured to authenticate users through Unica MarketingPlatform, an external database or a Web server, you do not enter thisinformation.
• The DefaultDefault rolerole list contains all the defined roles. The default role you specifycontrols the interface for all profiles except those in which a specific role hasbeen specified for this user or the default role for the profile is (No Access). Italso controls whether the user has the right to change the password or thedefault view for each profile, among other privileges.
• The DefaultDefault reportingreporting modemode list contains two options: FullFull and SampleSample. Thedefault mode you specify controls the reporting mode for all profiles except thosein which a specific default reporting mode has been specified for this user.
7. Click SaveSave OptionsOptions, then click ContinueContinue.N1920002
ToTo specifyspecify aa useruser''ss profileprofile settingssettings
1. Open the administration home page by clicking on the Administration icon ( ).
2. Click the OptionsOptions tab.
3. Under OptionsOptions, select UsersUsers >> UsersUsers.
The NetInsightNetInsight usersusers screen opens.
4. Select the user for whom you want to specify profiles and click ProfilesProfiles .
All of your profiles are listed. Those for which a default role or view has beenspecified 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 ContinueContinue.
6. As desired, set the user's role, default view, and default reporting view for thisprofile.
• For role: Select (None)(None) to not define a role. Unica NetInsight uses the user'sdefault role (if defined) or the profile's default role (if defined), in that order. Ifneither is defined, the user will be able to access the profile with all privileges.Select (No(No Access)Access) to prevent this user from accessing this profile.
• For default view: Select (None)(None) to allow the user to use the default viewspecified in the profile options, if any.
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This does not prevent the user from changing to another view or restrictaccess to any view. The default view makes it easier for users to see arelevant view of the data when they first access the profile. It is not a meansof enforcement to prevent a user from accessing specific reports,dimensions, filters, or metrics.
• For default reporting mode, select the mode you want to be the default for thisuser in this profile. This does not prevent the user from changing to a differentreporting mode. It determines the reporting mode when the user first accessesthe profile.
7. Click SaveSave OptionsOptions, then click ContinueContinue.N1930001
ToTo deletedelete aa useruser
1. Open the administration home page by clicking on the Administration icon ( ).
2. Click the OptionsOptions tab.
3. Under OptionsOptions, select UsersUsers >> UsersUsers.
The NetInsightNetInsight usersusers screen opens.
4. Select the user to delete.
5. Click DeleteDelete.
The user is permanently deleted from the internal database and that user can no longeraccess Unica NetInsight, even if the user account still exists within Unica MarketingPlatform.
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AboutAbout customizingcustomizing thethe NetInsightNetInsight interfaceinterface■ 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
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AboutAbout profileprofile viewsviewsA profile view is a set of lists:
• Dimension list
• Metric list
• Filter list
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• Report list
You can create profile views to make it more convenient for users who want to viewonly 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, andreports into folders that may be more intuitive or convenient for your users.
You can combine profile views with user authentication to block some users fromviewing some reports.
A default profile view is automatically generated when a profile is created and initiallycontains all available dimensions, filters, metrics, and reports.
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 withthe desired dimensions, filters, metrics, and reports.
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AboutAbout dimensiondimension listslistsIf you need to customize the list of dimensions available to users working with theprofile, you can use a dimension list. A dimension list appears in the DiscoveryDiscovery PanelPaneland in the DrillDrill toto DimensionDimension pop-up menu. The default dimension list contains allpossible dimensions. You can create other dimension lists and assign them to views.Each view can contain one dimension list. Setting up different views with differentdimension 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 fortargeting with a subset of available dimensions.
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AboutAbout filterfilter listslistsIf you need to customize the list of filters available to users working with an profile, youcan use a filter list. A filter list appears on the DiscoveryDiscovery PanelPanel. The default filter listcontains 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 listscan 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 theprospects to their particular region and sub-regions. Sales representatives in theSoutheast would have a different set of filters pertinent to their geography.
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AboutAbout metricmetric listslistsIf 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 DiscoveryDiscovery PanelPanel. The defaultmetric list contains all possible metrics. You can create other metric lists and assignthem to views. Each view can contain one metric list. For example, you could create ametric list for power users that contains all possible metrics and a simplified metric listfor other users that eliminate uncommon metrics (for example, removing min and maxpurchases, but leaving sum and average purchase metrics).
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AboutAbout thethe profileprofile defaultdefault role,role, view,view, andand reportingreportingmodemodeYou 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 reportingmode 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, defaultview, 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 theprofile.
Administrators can also set the default role, view, and reporting mode to apply to eachnew profile users create.
If you specify the default role of (No(No Access)Access) for the profile, it is used for all userswho do not have a role for this profile specifically assigned in the profile settings forthe user. The user's default role is not used. Select (No(No Access)Access) to limit access tothis profile to those users who have a role for this profile specified in theadministrative options and who are logged on. Users must log on to access theprofile.
If you select SampleSample as the default reporting mode and a sample size has not beenspecified for the profile, Unica NetInsight uses the FullFull reporting mode. If a user doesnot have permission to view full reports, the user sees an error when no sample size isspecified.
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AboutAbout rolerole defaultdefault viewview settingssettingsYou can assign each role a default view for each profile. The default view is for userswho have that role for the profile, but who do not have an assigned default view for theprofile.
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WorkingWorking withwith viewsviews■ 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
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ToTo createcreate aa profileprofile viewviewBefore you create a profile view, you need to create the dimension list, filter list, metriclist, and report list you want to use.
1. While working with the profile, click OptionsOptions.
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2. In the left panel, under InterfaceInterface, click ViewsViews.
The ViewView definitionsdefinitions screen opens.
3. Click AddAdd.
The ViewView descriptiondescription screen opens.
4. In the NameName ofof viewview (one(one word)word) field, enter a name for the view.
The name is used both internally and as a shortcut to access the view directly froma browser. You may use only alphanumeric characters and hyphens, and the firstcharacter must be a letter. Once the view is created, you cannot change the name.
5. In the TitleTitle ofof viewview field, enter a title for the view.
The title appears in the list of views.
6. From the TimeTime periodperiod list, select the time period to be used by the calendar whenyou first open Unica NetInsight .
7. From the ReportReport listlist list, select the report list to use for the view.
8. From the DimensionDimension listlist list, select the dimension list to use for the view.
9. From the FilterFilter listlist list, select the filter list to use for the view.
10. From the MetricMetric listlist list, select the metric list to use for the view.
11. Click SaveSave OptionsOptions, then click ContinueContinue.N1990001
ToTo editedit aa profileprofile viewview1. While working with the profile, click OptionsOptions.
2. In the left panel, under InterfaceInterface, click ViewsViews.
The ViewView definitionsdefinitions screen opens.
3. Select the view to edit.
4. Click EditEdit.
The ViewView descriptiondescription screen opens.
5. In the TitleTitle ofof viewview field, enter a title for the view.
The title appears in the list of views.
6. From the TimeTime periodperiod list, select the time period to be used by the calendar whenyou first open Unica NetInsight .
7. From the ReportReport listlist list, select the report list to use for the view.
8. From the DimensionDimension listlist list, select the dimension list to use for the view.
9. From the FilterFilter listlist list, select the filter list to use for the view.
10. From the MetricMetric listlist list, select the metric list to use for the view.
11. Click SaveSave OptionsOptions, then click ContinueContinue.
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ToTo copycopy aa profileprofile viewviewYou can copy an existing profile view to create a new one. This may save time as allsettings are copied to the new view.
1. While working with the profile, click OptionsOptions.
2. In the left panel, under InterfaceInterface, click ViewsViews.
The ViewView definitionsdefinitions screen opens.
3. Select the view to copy.
4. Click CopyCopy.
The ViewView descriptiondescription screen opens.
5. In the TitleTitle ofof viewview field, enter a title for the view.
The title appears in the list of views.
6. From the TimeTime periodperiod list, select the time period to be used by the calendar whenyou first open Unica NetInsight .
7. From the ReportReport listlist list, select the report list to use for the view.
8. From the DimensionDimension listlist list, select the dimension list to use for the view.
9. From the FilterFilter listlist list, select the filter list to use for the view.
10. From the MetricMetric listlist list, select the metric list to use for the view.
11. Click SaveSave OptionsOptions, then click ContinueContinue.N19B0001
ToTo deletedelete aa profileprofile viewview1. While working with the profile, click OptionsOptions.
2. In the left panel, under InterfaceInterface, click ViewsViews.
The ViewView definitionsdefinitions screen opens.
3. Select the view to delete.
4. Click DeleteDelete.
5. Click ContinueContinue.N19C0001
ToTo changechange toto anotheranother profileprofile viewviewIf a profile contains multiple views and if you have permission to change your view, youcan change views from within the application interface. For example, you can changefrom 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.
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1. While working with the profile, click the ReportsReportstab.
2. In the AvailableAvailable ReportsReports panel title bar, click the ChangeChange ViewView icon.
A list of available views appears.
3. Click the view to change to.
To return to the current view from the list of available views, click CloseClose in the headingof the list. The list of available views closes and the current view does not change.
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AboutAbout accessingaccessing aa profileprofile viewview throughthrough aa URLURLUsers 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 theshort profile name, and view-name is the name of the view (not the title). The ability toaccess a view through a URL is a convenient way for users to view the reports that areof the most interest to them.
If an authenticated user who does not have the privilege for changing views attempts toaccess a view other than the user's default view (and the view the user is trying toaccess is not restricted by Web server security settings), the application cannot controlattempts to access views which are restricted by Web server security settings.
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WorkingWorking withwith rolesroles andand viewsviews■ 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
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ToTo setset thethe defaultdefault role,role, view,view, andand reportingreporting modemode forfor aaprofileprofileYou must create the role and view to use as the default for a profile before completingthe instructions below. If you want to use SampleSample as the default reporting mode, specifya sample size and generate the sample tables and reports.
1. While working with the profile, click OptionsOptions.
Or, if you are an administrator setting defaults for all new profiles users create, click
the Administration icon ( ). Select the OptionsOptions tab, then from the UnicaUnicaNetInsightNetInsight optionsoptions drop-down menu, select EditEdit DefaultDefault WebWeb ServerServer OptionsOptions.
2. In the left panel, under InterfaceInterface, click profileprofile DefaultsDefaults.
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The profileprofile defaultsdefaults screen opens.
3. From the DefaultDefault rolerole 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)(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 whohave not logged on before accessing the profile have all privileges for this profile.
4. From the DefaultDefault viewview list, select the view you want to be the default view for thisprofile.
The list contains all views defined in the profile.
5. From the DefaultDefault reportingreporting modemode list, select the reporting mode you want to be thedefault for the profile.
6. Click SaveSave OptionsOptions, then click ContinueContinue.N19E0001
ToTo setset aa newnew rolerole defaultdefault viewviewYou must create the view to set as the default for the role before completing this task.
1. While working with the profile, click OptionsOptions.
2. In the left panel, under InterfaceInterface, click RoleRole DefaultsDefaults.
The DefaultDefault viewsviews forfor rolesroles screen opens.
3. Click AddAdd.
The DefaultDefault viewsviews forfor rolerole screen opens.
4. From the RoleRole list, select the role whose default view you want to set.
The list contains all the roles that have been defined in the administrative optionsbut that have not yet had a default view specified in this profile.
5. From the DefaultDefault viewview list, select the view you want to be this role's default view forthis profile.
The list contains all the views that have been defined for this profile.
6. Click SaveSave OptionsOptions, then click ContinueContinue.N19F0001
ToTo editedit aa rolerole defaultdefault viewview settingsetting1. While working with the profile, click OptionsOptions.
2. In the left panel, under InterfaceInterface, click RoleRole DefaultsDefaults.
The DefaultDefault viewsviews forfor rolesroles screen opens.
3. Select the role default setting you want to edit.
4. Click EditEdit.
The DefaultDefault viewsviews forfor rolerole screen opens.
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5. From the DefaultDefault viewview list, select the view you want to be this role's default view forthis profile.
The list contains all the views that have been defined for this profile.
6. Click SaveSave OptionsOptions, then click ContinueContinue.N1A00001
ToTo deletedelete aa rolerole defaultdefault viewview settingsetting1. While working with the profile, click OptionsOptions.
2. In the left panel, under InterfaceInterface, click RoleRole DefaultsDefaults.
The DefaultDefault viewsviews forfor rolesroles screen opens.
3. Select the role default setting you want to delete.
4. Click DeleteDelete.
5. Click ContinueContinue.N16A0001
WorkingWorking withwith reportreport listslists■ 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
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ToTo createcreate aa reportreport listlist1. While working with the profile, click OptionsOptions.
2. In the left panel, under InterfaceInterface, click ReportReport ListsLists.
The ReportReport listlist definitionsdefinitions screen opens.
3. Click AddAdd.
The ReportReport listlist descriptiondescription screen opens.
4. In the NameName ofof reportreport listlist field, enter the one-word name for the report list.
The name is used internally. You may only use alphanumeric characters andhyphens, and the first character must be a letter. Once you have created the reportlist, you cannot change the name.
5. In the TitleTitle ofof reportreport listlist field, enter a title for the list.
The title appears as the heading of the report list in the left panel of the ReportsReports taband in the DiscoveryDiscovery PanelPanel.
6. Click SaveSave OptionsOptions, then click ContinueContinue.
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You must now create folders for the report list.N1A10001
ToTo editedit aa reportreport listlist1. While working with the profile, click OptionsOptions.
2. In the left panel, under InterfaceInterface, click ReportReport ListsLists.
The ReportReport listlist definitiondefinition screen opens.
3. Select the report list to edit.
4. Click EditEdit.
The ReportReport listlist descriptiondescription screen opens.
5. In the TitleTitle ofof reportreport listlist field, enter a title for the list.
The title appears as the heading of the report list in the left panel of the ReportsReports taband in the DiscoveryDiscovery PanelPanel.
6. Click SaveSave OptionsOptions, then click ContinueContinue.
You can now create folders for the report list.N1A20001
ToTo copycopy aa reportreport listlistYou can quickly create a new report list with the same folder and reports definitions asan existing report list by copying it. You can then edit the report list's folders. This maybe quicker than creating a new report list.
1. While working with the profile, click OptionsOptions.
2. In the left panel, under InterfaceInterface, click MetricMetric ListsLists.
The ReportReport listlist definitiondefinition screen opens.
3. Select the report list to copy.
4. Click CopyCopy.
The ReportReport listlist descriptiondescription screen opens.
5. In the NameName ofof reportreport listlist field, enter the one-word name for the report.
The name is used internally. You may use only alphanumeric characters andhyphens, and the first character must be a letter. Once you have created the reportlist, you cannot change the name.
6. In the TitleTitle ofof reportreport listlist 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 ReportsReports taband in the DiscoveryDiscovery PanelPanel.
7. Click SaveSave OptionsOptions, then click ContinueContinue.
You can now modify folders for the report list.N1A30001
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ToTo managemanage foldersfolders forfor aa reportreport listlistTo modify folders immediately after creating a report list, start with step 5. Otherwise,start with step 1.
1. While working with the profile, click OptionsOptions.
2. In the OptionsOptions panel, select InterfaceInterface >> ReportReport ListsLists.
The ReportReport listlist definitiondefinition screen opens.
3. Select the report list for which to manage folders.
4. Click FoldersFolders.
The FolderFolder definitionsdefinitions screen opens.
5. To add a folder to the report list:
a. Click AddAdd.
b. In the TitleTitle ofof folderfolder field, enter a title.
c. Click SaveSave OptionsOptions, then click ContinueContinue.
d. Continue with step 8 below.
6. To edit an existing folder name:
a. Select the folder.
b. Click EditEdit.
c. In the TitleTitle ofof folderfolder field, enter a title.
d. Click SaveSave OptionsOptions, then click ContinueContinue.
e. Continue with step 8 below.
7. To delete an existing folder:
a. Select the folder.
b. Click DeleteDelete.
c. Click ContinueContinue.
8. To manage reports in the folder:
a. Select the folder.
b. Click ReportsReports.
c. Click AddAdd to add a report.
Then select a report from the ReportReport sourcesource list, and optionally change the ReportReporttitletitle field. Click SaveSave OptionsOptions, then click ContinueContinue.
d. Select a report and click DeleteDelete to remove a report from the group.
Then click ContinueContinue.
e. Select a report and click EditEdit to modify the report.
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Then select a report from the ReportReport sourcesource list, and optionally change the ReportReporttitletitle field. Click SaveSave OptionsOptions, then click ContinueContinue.
f. Click SaveSave OptionsOptions, then click ContinueContinue.
9. Click BackBack toto GroupsGroups when finished modifying folders.N1A40001
ToTo deletedelete aa reportreport listlistIf the report list is currently selected for a view, when you delete the report list, it isremoved from the view.
1. While working with the profile, click OptionsOptions.
2. In the OptionsOptions panel, select InterfaceInterface >> ReportReport ListsLists.
The ReportReport listlist definitiondefinition screen opens.
3. Select the report list to delete.
4. Click DeleteDelete.
5. Click ContinueContinue.N16B0001
WorkingWorking withwith dimensiondimension listslists■ 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
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ToTo createcreate aa dimensiondimension listlist1. While working with the profile, click OptionsOptions.
2. In the OptionsOptions panel, select InterfaceInterface >> DimensionDimension ListsLists.
The DimensionDimension listlist definitiondefinition screen opens.
3. Click AddAdd.
The DimensionDimension listlist descriptiondescription screen opens.
4. In the NameName ofof dimensiondimension listlist field, enter the one-word name for the dimension.
The name is used internally. You may only use alphanumeric characters andhyphens, and the first character must be a letter. Once you have created thedimension list, you cannot change the name.
5. In the TitleTitle ofof dimensiondimension listlist field, enter a title for the list.
The title appears in the list of dimension lists. The title also appears as the headingof the dimension list in the DiscoveryDiscovery PanelPanel.
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6. Click SaveSave OptionsOptions, then click ContinueContinue.
You can now create groups for the dimension list.N1A50001
ToTo editedit aa dimensiondimension listlist1. While working with the profile, click OptionsOptions.
2. In the OptionsOptions panel, select InterfaceInterface >> DimensionDimension ListsLists.
The DimensionDimension listlist definitiondefinition screen opens.
3. Select the dimension list to edit.
4. Click EditEdit.
The DimensionDimension listlist descriptiondescription screen opens.
5. In the TitleTitle ofof dimensiondimension listlist field, enter a title for the list.
The title appears in the list of dimension lists. The title also appears as the headingof the dimension list in the Discovery Panel.
6. Click SaveSave OptionsOptions, then click ContinueContinue.
You can now create groups for the dimension list.N1A60001
ToTo copycopy aa dimensiondimension listlistYou can quickly create a new dimension list with the same group definitions as anexisting dimension list by copying it. You can then edit the dimension list's groups. Thismay be quicker than creating a new dimension list.
1. While working with the profile, click OptionsOptions.
2. In the OptionsOptions panel, select InterfaceInterface >> DimensionDimension ListsLists.
The DimensionDimension listlist definitiondefinition screen opens.
3. Select the dimension list to copy.
4. Click CopyCopy.
The DimensionDimension listlist descriptiondescription screen opens.
5. In the NameName ofof dimensiondimension listlist field, enter the one-word name for the dimension.
The name is used internally. You may only use alphanumeric characters andhyphens, and the first character must be a letter. Once you have created thedimension list, you cannot change the name.
6. In the TitleTitle ofof dimensiondimension listlist field, modify a title for the list as needed.
The title appears in the list of dimension lists. The title also appears as the headingof the dimension list in the Discovery Panel.
7. Click SaveSave OptionsOptions, then click ContinueContinue.
You can now modify groups for the dimension list.
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ToTo managemanage groupsgroups forfor aa dimensiondimension listlistGroups organize the dimensions available within each dimension list. Groups appear asexpandable folders of dimensions in the dimension list. Groups may not contain othergroups.
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 OptionsOptions.
2. In the left panel, under InterfaceInterface, click DimensionDimension ListsLists.
The DimensionDimension listlist definitiondefinition screen opens.
3. Select the dimension list to add groups to.
4. Click GroupsGroups.
The GroupGroup definitionsdefinitions screen opens.
5. Add, edit, and delete groups as necessary.
6. To manage dimensions in the group:
a. Select the group.
b. Click DimensionsDimensions.
c. Click AddAdd to add a dimension.
Then select a dimension from the DimensionDimension sourcesource list, and optionally change theDimensionDimension titletitle field. Click SaveSave OptionsOptions, then click ContinueContinue.
d. Select a dimension and click DeleteDelete to remove a dimension from the group.
Then click ContinueContinue.
e. Select a dimension and click EditEdit to modify the dimension.
Then select a dimension from the DimensionDimension sourcesource list, and optionally change theDimensionDimension titletitle field. Click SaveSave OptionsOptions, then click ContinueContinue.
f. Click SaveSave OptionsOptions, then click ContinueContinue.
7. Click BackBack toto GroupsGroups when finished modifying dimensions.N1A80001
ToTo deletedelete aa dimensiondimension listlistIf 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 OptionsOptions.
2. In the OptionsOptions panel, select InterfaceInterface >> DimensionDimension ListsLists.
The DimensionDimension listlist definitiondefinition screen opens.
3. Select the dimension list to delete.
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4. Click DeleteDelete.
5. Click ContinueContinue.N16C0001
WorkingWorking withwith filterfilter listslists■ 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
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ToTo createcreate aa filterfilter listlist1. While working with the profile, click OptionsOptions.
2. In the OptionsOptions panel, select InterfaceInterface >> FilterFilter ListsLists.
The FilterFilter listlist definitiondefinition screen opens.
3. Click AddAdd.
The FilterFilter listlist descriptiondescription screen opens.
4. In the NameName ofof filterfilter listlist field, enter the one-word name for the filter.
The name is used internally. You may only use alphanumeric characters andhyphens, and the first character must be a letter. Once you have created the filterlist, you cannot change the name.
5. In the TitleTitle ofof filterfilter listlist field, enter a title for the list.
The title appears in the list of filters lists. The title also appears as the heading of thefilter list in the DiscoveryDiscovery PanelPanel.
6. Click SaveSave OptionsOptions, then click ContinueContinue.
You can now create groups for the filter list.N1A90001
ToTo editedit aa filterfilter listlist1. While working with the profile, click OptionsOptions.
2. In the left panel, under InterfaceInterface, click FilterFilter ListsLists.
The FilterFilter listlist definitiondefinition screen opens.
3. Select the filter list to edit.
4. Click EditEdit.
The FilterFilter listlist descriptiondescription screen opens.
5. In the TitleTitle ofof filterfilter listlist field, enter a title for the list.
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The title appears in the list of filter lists. The title also appears as the heading of thefilter list in the Discovery Panel.
6. Click SaveSave OptionsOptions, then click ContinueContinue.
You can now create groups for the filter list.N1AA0001
ToTo copycopy aa filterfilter listlistYou can quickly create a new filter list with the same group definitions as an existingfilter list by copying it. You can then edit the filter list's groups. This may be quicker thancreating a new filter list.
1. While working with the profile, click OptionsOptions.
2. In the OptionsOptions panel, select InterfaceInterface >> FilterFilter ListsLists.
The FilterFilter listlist definitiondefinition screen opens.
3. Select the filter list to copy.
4. Click CopyCopy.
The FilterFilter listlist descriptiondescription screen opens.
5. In the NameName ofof filterfilter listlist field, enter the one-word name for the filter.
The name is used internally. You may only use alphanumeric characters andhyphens, and the first character must be a letter. Once you have created the filterlist, you cannot change the name.
6. In the TitleTitle ofof filterfilter listlist 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 thefilter list in the Discovery Panel.
7. Click SaveSave OptionsOptions, then click ContinueContinue.
You can now modify groups for the filter list.N1AB0001
ToTo managemanage groupsgroups forfor aa filterfilter listlistGroups organize the filters available within each filter list. Groups appear as expandablefolders 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 OptionsOptions.
2. In the left panel, under InterfaceInterface, click FilterFilter ListsLists.
The FilterFilter listlist definitiondefinition screen opens.
3. Select the filter list for which to manage groups.
4. Click GroupsGroups.
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The GroupGroup definitionsdefinitions screen opens.
5. Add, edit, and delete groups as necessary.
6. To manage filters in the group:
a. Select the group.
b. Click FiltersFilters.
c. Click AddAdd to add a filter.
Then select a filter from the FilterFilter sourcesource list, and optionally change the FilterFilter titletitlefield. Click SaveSave OptionsOptions, then click ContinueContinue.
d. Select a filter and click DeleteDelete to remove a filter from the group.
Then click ContinueContinue.
e. Select a Filter and click EditEdit to modify the filter.
Then select a filter from the FilterFilter sourcesource list, and optionally change the FilterFilter titletitlefield. Click SaveSave OptionsOptions, then click ContinueContinue.
f. Click SaveSave OptionsOptions, then click ContinueContinue.
7. Click BackBack toto GroupsGroups when finished modifying filters..N1AC0001
ToTo deletedelete aa filterfilter listlistIf the filter list is currently selected for a view, when you delete the filter list, it isremoved from the view.
1. While working with the profile, click OptionsOptions.
2. In the OptionsOptions panel, select InterfaceInterface >> FilterFilter ListsLists.
The FilterFilter listlist definitiondefinition screen opens.
3. Select the filter list to delete.
4. Click DeleteDelete.
5. Click ContinueContinue.N16D0001
WorkingWorking withwith metricmetric listslists■ 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
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ToTo createcreate aa metricmetric listlist1. While working with the profile, click OptionsOptions.
2. In the left panel, under InterfaceInterface, click MetricMetric ListsLists.
The MetricMetric listlist definitiondefinition screen opens.
3. Click AddAdd.
The MetricMetric listlist descriptiondescription screen opens.
4. In the NameName ofof metricmetric listlist field, enter the one-word name for the metric list.
The name is used internally. You may use only alphanumeric characters andhyphens, and the first character must be a letter. Once you have created the metriclist, you cannot change the name.
5. In the TitleTitle ofof metricmetric listlist field, enter a title for the list.
The title appears in the list of metric lists. The title also appears as the heading ofthe metric list in the DiscoveryDiscovery PanelPanel.
6. Click SaveSave OptionsOptions, then click ContinueContinue.
You can now create groups for the metric list.N1AD0001
ToTo editedit aa metricmetric listlist1. While working with the profile, click OptionsOptions.
2. In the OptionsOptions panel, select InterfaceInterface >> MetricMetric ListsLists.
The MetricMetric listlist definitiondefinition screen opens.
3. Select the metric list to edit.
4. Click EditEdit.
The MetricMetric listlist descriptiondescription screen opens.
5. In the TitleTitle ofof metricmetric listlist field, enter a title for the list.
The title appears in the list of metric lists. The title also appears as the heading ofthe metric list in the Discovery Panel.
6. Click SaveSave OptionsOptions, then click ContinueContinue.
You can now create groups for the metric list.N1AE0001
ToTo copycopy aa metricmetric listlistYou can quickly create a new metric list with the same group definitions as an existingmetric list by copying it. You can then edit the metric list's groups. This may be quickerthan creating a new metric list.
1. While working with the profile, click OptionsOptions.
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2. In the left panel, under InterfaceInterface, click MetricMetric ListsLists.
The MetricMetric listlist definitiondefinition screen opens.
3. Select the metric list to copy.
4. Click CopyCopy.
The MetricMetric listlist descriptiondescription screen opens.
5. In the NameName ofof metricmetric listlist field, enter the one-word name for the metric.
The name is used internally. You may use only alphanumeric characters andhyphens, and the first character must be a letter. Once you have created the metriclist, you cannot change the name.
6. In the TitleTitle ofof metricmetric listlist 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 ofthe metric list in the Discovery Panel.
7. Click SaveSave OptionsOptions, then click ContinueContinue.
You can now modify groups for the metric list.N1AF0001
ToTo managemanage groupsgroups forfor aa metricmetric listlistGroups organize the metrics available within each metric list. Groups appear asexpandable 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 OptionsOptions.
2. In the left panel, under InterfaceInterface, click MetricMetric ListsLists.
The MetricMetric listlist definitiondefinition screen opens.
3. Select the metric list for which to manage groups.
4. Click GroupsGroups.
The GroupGroup definitionsdefinitions screen opens.
5. Add, edit, and delete groups as necessary.
6. To manage metrics in the group:
a. Select the group.
b. Click MetricsMetrics.
c. Click AddAdd to add a metric.
Then select a metric from the MetricMetric sourcesource list, and optionally change the MetricMetrictitletitle field. Click SaveSave OptionsOptions, then click ContinueContinue.
d. Select a metric and click DeleteDelete to remove a metric from the group.
Then click ContinueContinue.
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e. Select a metric and click EditEdit to modify the metric.
Then select a metric from the MetricMetric sourcesource list, and optionally change the MetricMetrictitletitle field. Click SaveSave OptionsOptions, then click ContinueContinue.
f. Click SaveSave OptionsOptions, then click ContinueContinue.
7. Click BackBack toto GroupsGroups when finished modifying metrics.N1B00001
ToTo deletedelete aa metricmetric listlistIf the metric list is currently selected for a view, when you delete the metric list, it isremoved from the view.
1. While working with the profile, click OptionsOptions.
2. In the left panel, under InterfaceInterface, click MetricMetric ListsLists.
The MetricMetric listlist definitiondefinition screen opens.
3. Select the metric list to delete.
4. Click DeleteDelete.
5. Click ContinueContinue.N16E0001
AboutAbout defaultdefault profileprofile optionsoptionsNetInsight stores default values for the profile options. When you create a new profile,NetInsight uses the default values. You can change the default values, which essentiallycreates a template for all future profiles.
N16F0001
DataData andand licenselicense administrationadministration■ To set profile defaults■ To upgrade your license■ To back up and restore Unica NetInsight data■ To move Unica NetInsight to another computer■ To move Unica NetInsight to another computer without reimporting log file
dataN16F000A
ToTo setset profileprofile defaultsdefaultsChanging the default options does not affect any existing profiles.
The NewNew passwordpassword, NewNew passwordpassword (again)(again), and auto-updating option fields do notappear in the default options. You must set passwords in the options for eachindividual profile.
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1. Open the Profile Manager.
2. Click the OptionsOptions tab.
3. In the UnicaUnica NetInsightNetInsight OptionsOptions list at the top of the page, select EditEdit DefaultDefault WebWebServerServer OptionsOptions.
4. Make changes as needed.
Be sure to click SaveSave OptionsOptions before leaving a page that has changes you want tokeep.
The next profile that you create will use these new defaults.N1B10001
ToTo upgradeupgrade youryour licenselicenseUpgrading does not require you to reinstall Unica NetInsight or reprocess your log files.
1. Open the Profile Manager.
2. Click the OptionsOptions tab.
3. Select UpgradeUpgrade LicenseLicense from the UnicaUnica NetInsightNetInsight OptionsOptions drop-down list.
4. Follow the on-screen instructions.
5. When you have your new activation key, enter it into the ActivationActivation KeyKey field andclick UpgradeUpgrade NetInsightNetInsight.
N1B20001
ToTo backback upup andand restorerestore UnicaUnica NetInsightNetInsight datadata1. Backup the following:
• The Unica NetInsight database directory and its subdirectories. This directorydata is in the program directory. The default UNIX location is /usr/local/Unica NetInsight/data. The default Windows location is C:\ProgramFiles\Unica NetInsight\data.
If you are using another database for Unica NetInsight, you must back it up.
• The Unica NetInsight CGI-BIN directory and its subdirectories. This directory isin your Web server's CGI-BIN or scripts directory.
• The Unica NetInsight HTML directory and its subdirectories. This directory is inyour Web site's HTML or wwwroot directory.
You must also backup and restore your database.
2. When necessary, take the following steps to restore the data:
a. Re-install Unica NetInsight.
b. Restore the data directory, replacing the one creates during installation.
c. Restore the Unica NetInsight CGI-BIN directory.
d. Restore the Unica NetInsight HTML directory.
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e. Go to the command line and change to the Unica NetInsight program directory.
f. Restore the database.
g. Run the following command to regenerate appropriate HTML for all profiles:
nettracker all -regen
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ToTo movemove UnicaUnica NetInsightNetInsight toto anotheranother computercomputer1. Install Unica NetInsight on the second computer.
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 thesame names as the old ones.
3. If you want to keep your profile configurations, copy the profilename.cfg filesfrom the first computer to the second computer.
The profilename.cfg files are stored in the Unica
NetInsight/data/profilename directory, where profilename is the short nameof 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 thenew computer.
5. Reimport your log data.
6. Remove Unica NetInsight from the old computer.
For information about moving users, roles, and profiles, please contact TechnicalSupport.
N1B40001
ToTo movemove UnicaUnica NetInsightNetInsight toto anotheranother computercomputerwithoutwithout reimportingreimporting loglog filefile datadata
Provided the database type is the same, you can copy the database files betweentwo installations of Unica NetInsight even if the installations are running on differentarchitectures (for example, Windows and Linux).
1. Install Unica 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 ProfileManager. 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.
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The data directory is located in the Unica NetInsight program directory. (OnWindows the default program directory is C:\Program Files\UnicaNetInsight. On UNIX the default program directory is /usr/local/UnicaNetInsight.)
4. Copy the database tables from the first computer to the second.
5. Run nettracker all -regen (from the program directory) on the secondcompute to regenerate the associated HTML files.
6. Remove Unica NetInsight from the first computer.
For information about moving users, roles, and profiles, please contact TechnicalSupport.
N1700002
TroubleshootingTroubleshooting NetInsightNetInsight■ About Unica NetInsight system logs■ To configure Unica NetInsight system logs■ About the Unica NetInsight process log
N1700008
AboutAbout UnicaUnica NetInsightNetInsight systemsystem logslogsUnica NetInsight includes a set of system logs that you can use to monitor anddiagnose issues related to import, report generation, and other functionality affectingperformance and data integrity. In most cases you will only need to reference these logswhen instructed to by Unica technical support.
The system logs are located at <NetInsight_root>\data\<profile_name>\logging. Logs for dynamically generated reportsare stored in a subdirectory named adhoc.
ConfiguringConfiguring systemsystem logslogsIf you have been given the necessary privilege, you can enable/disable each of thesystem logs, as well as specify their logging level and how long they are retained. Theprivilege required to configure system logging is OptionsOptions >> MainMain >> LoggingLogging. Most logsare disabled by default and, to preserve disk space, should only be enabled duringtroubleshooting. Again, in most cases you should only modify these settings wheninstructed by Unica technical support.
While listed as a system log, process logging is not configurable via the LoggingOptions screen. You enable process logging by including the <<processlog/processlog/>> elementin nettracker.cfg. (It is enabled by default.)
AvailableAvailable systemsystem logslogsThe following system logs are available:
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LogLog StoresStores DataData OnOn
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 byindividual Web log file.
INDEX How long indexes take to generate.
PSI Paid search integration data import.
PROCESS Start and stop times of events associated withmajor processes.
QEXEC SQL query execution.
RECONCILE ID reconciliation.
SAMPLE Sampling statistics and timing.
TRANSLATE Translating temporary IDs to permanent.
N1B50001
ToTo configureconfigure UnicaUnica NetInsightNetInsight systemsystem logslogsYou must have the necessary privilege (OptionsOptions >> MainMain >> Logging)Logging) to access thelogging configuration screen.
Unica NetInsight generates a set of system logs that you can use to diagnose issuesrelated to import, report generation, and other functionality affecting performance anddata 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 OptionsOptions>> MainMain >> LoggingLogging.
2. Optionally, specify how many days logs should be retained. Logs older than this willbe automatically deleted. This is a global setting affecting all system logs. Toprevent logs from being deleted, enter 0.
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3. To enable or disable a particular log, or to set its logging level, select the log fromthe list and click EditEdit.
The range of available logging levels for system logs includes the industry-standardFATAL, ERROR, WARNING, INFO, DEBUG and TRACE with FATAL logging onlyfatal error messages and TRACE logging all available application messages.
N1B60002
AboutAbout thethe UnicaUnica NetInsightNetInsight processprocess loglogAboutAbout thethe UnicaUnica NetInsightprocessNetInsightprocess loglogThe Unica NetInsight process log lists information on the events associated with majorUnica NetInsight processes for each profile. The logs are written in text data format. Thedata from these logs can be used to monitor processes for performance issues and/orerrors. Typically, you will only need to look at these logs at the request of Unica support.
A separate log file is generated each time one of the following processes runs:
• Update
• Import
• Recalc
• Regen
• Reports
• Reprofile
• Resample
Note that when an update is performed it also spawns import, sample, report generationprocesses.
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.
EanablingEanabling andand disablingdisabling processprocess loggingloggingProcess logging is not configurable via the Logging Options screen. You enable it byincluding the <<processlog/processlog/>> element in nettracker.cfg. Disable it by removing theelement. Process logging is enabled by default.
AboutAbout processprocess loglog contentscontentsProcess logs record the following event information:
• A timestamp showing when the event initiated. The time is determined using thesystem locale.
• The logging level of the event information, expressed as Trace, Debug, Info,Warning, Error, or Fatal.
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• The username of the logged-in system user.
• The event name
• The event type. Either 0 (instant), 1 (start of a process), or 2 (end of a process).
• Descriptive text of the event. In the case of an error condition, this includes theUnica NetInsight error text, if any. For example, [2009-03-20 14:19:32] [TRACE]a_user,Checkpoint Phase,1,Spider Retail
AboutAbout processprocess eventseventsFollowing is a partial list of events recorded in Process logs, listed by their logging level.It also records three non-events: the Unica NetInsight install directory, the server name,and the user name under which the process was run.
InfoInfo DebugDebug TraceTrace
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 GenerationStart
ServerSample Aggregate GenerationEnd
Update Start Sample Quick-pick GenerationStart
Update EndSample Quick-pick Generation
User EndProfiling Start Sample Report Generation StartProfiling End Sample Report Generation End
Sampling Analyzing Start
Sampling Start Sampling Analyzing End
Sampling End Sampling Profiling Start
Sampling Profiling End
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1616 WorkingWorking withwith DataDataConduitsConduits
■ About the NetInsight data conduit■ 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■ Using the APITest utility■ Using the data conduit■ Data conduit directives
N1B70001
AboutAbout thethe NetInsightNetInsight datadata conduitconduitThe NetInsight data conduit allows you to connect NetInsight to an external databaseand use information from that database in your NetInsight reports. You can also use itto authenticate NetInsight users and to look up user information (such as full name andemail address) rather than having to enter that information manually in NetInsight. Theexternal database must be of a type that NetInsight supports; there are separate dataconduit packages for each supported database as well as for LDAP.
For example, suppose you have a dynamic product page that loads a product based ona product ID passed to the page via a URL parameter when a link for a product isclicked. Assuming that your external database has a product table that associatesproduct IDs with actual product names, you could use the data conduit to create areport 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, contactname, and phone number pulled from a customer database, or each user in a UserSummary report with a name and phone number pulled from an LDAP directory.
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For user authentication and user information (the user's full name and email address),you specify the data conduit and configuration file on the AuthenticationAuthentication page in theadministrative options. For all other data, you specify the data conduit and configurationfile on the DataData ConduitsConduits page of the profile options for the NetInsight profile in whichyou want to use the data. You must set up these data conduits on a profile-by-profilebasis. You can use different data conduits with different profiles.
N1B80001
AboutAbout deployingdeploying aa datadata conduitconduitTo deploy and use a data conduit you must:
1. Download and install the data conduit package for your database. The packageconsists of a program file, a configuration file, and a test utilty that lets you validateyour 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 aswell).
3. Configure NetInsight's connection to the data conduit.
4. Edit the data conduit configuration file with the requisite database connectioninformation as well the information pertinent to the data you want to retrieve (forexample, table name, column, and value match, and so on).
5. Use the data conduit test utility to test the database connection and ensure thecorrect data is returned.
6. If you have historical (previously imported) data, you must dump and then re-importprofile data so that external database values are returned for the previouslyimported data.
N1B90001
AboutAbout lookupslookups versusversus rewritesrewritesLookups pull information from an external database or directory into Unica NetInsightreports or profiles. Information resulting from lookups is pulled into reports when thereports are generated. While the lookup values appear in the reports they are notwritten to the Unica NetInsight database; the database will continue to contain originalvalues imported from log files.
You can perform lookups for the following:
• Cookie data
• Department data
• Host data
• Information about parameter values
• Page title data
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• User data
• Visitor data
Rewrites can be applied to page and parameter data based on data stored in adatabase or directory. Information resulting from rewrites replace the values originallyimported from log files in the Unica NetInsight database.
N1BA0001
ToTo installinstall thethe datadata conduitconduit onon WindowsWindows1. Download the installer for your database from the Product Downloads section of
Unica's Customer Central web site (requires login).
2. Double-click ntdi{database}-{Release-Number}.exe to launch the installer.
3. When prompted for an installation directory, browse to the NetInsight programdirectory (the default is C:\Program Files\NetInsight).
You can now configure the data conduit.N1BB0001
ToTo installinstall thethe datadata conduitconduit onon UNIXUNIX1. Download the archive for your database from the Product Downloads section of
Unica's Customer Central web site (requires login).
2. Unpack the archive to the NetInsight program directory (the default is/usr/local/NetInsight).
3. Change directories to the NetInsight program directory. The data conduitconfiguration file (ntdi{database}.conf) will be there but apitest andntdi{database}.so will be in a subdirectory specific to your platform. Move orcopy these two files to the NetInsight program directory.
On HP-UX, ensure that ntdi{database].so is executable by the NetInsight user.N1BC0001
ToTo setset environmentenvironment variablesvariablesIf you are using a DB2, ODBC, or Oracle data conduit you may need to tell NetInsight toset the required environment variables. You specify environment variable options in theadministrative options in NetInsight. The options define the environment variables thatshould be set when NetInsight is started.
Specifically, you may need to set these environment variables:
• For DB2: For both Windows and UNIX you must set LC_CTYPE environmentvariable's value to C. For UNIX you must also DB2INSTANCE. (Note that if you areusing the DB2 data conduit with NetInsight for DB2 these values are pre-set.)
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• 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-partydrivers.
• For Oracle, if you are not using the Oracle Instant Client, you must setORACLE_HOMEORACLE_HOME and NLS_LANGNLS_LANG. (Note that if you are using the Oracle dataconduit with NetInsight for Oracle these values are pre-set.)
If you are using the Oracle Instant Client, you must set the environment variable foryour operating system. On Windows systems, also ensure the Oracle Instant Clientis in your path.
• Solaris = LD_LIBRARY_PATH
• HP-UX = SHLIB_PATH
• Linux = LD_LIBRARY_PATH
To set environment variables:
1. Open the Unica NetInsight ProfileProfile ManagerManager.
2. Click the OptionsOptions tab.
3. In the left panel, select MainMain > EnvironmentEnvironment VariablesVariables.
4. Click AddAdd.
5. 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:
• LC_CTYPE = C
• DB2INSTANCE = db2inst1
Oracle examples
• ORACLE_HOME = /home/oracle/u01/app/oracle/product/10.1.0
• NLS_LANG = AMERICAN_AMERICA.WE8ISO8859P1
7. Click SaveSave OptionsOptions.N1BD0001
AboutAbout thethe datadata conduitconduit configurationconfiguration filefileThe data conduit configuration file is where you specify:
1. The connection information the data conduit needs to connect to a database orLDAP directory server.
2. Directives that instruct the data conduit what data to retrieve for each operation youwant the data conduit to perform and (in some cases) how to format it.
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For example, suppose you want the data conduit to return a product name from adatabase based on a URL parameter value. In that case you would configure aparameter value lookup directive. In that directive you would specify the name of theURL parameter (as previously defined it in NetInsight), the database table thatcontains the product name, the column containing the product name, and thecolumn 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 dataconduit. It is named ntdidatabase.conf.
Each line in the configuration file is composed of a case-sensitive directive followed bythe value to be associated with the directive. Note that:
• Lines preceeded by a pound sign (#) are comments.
• You do not need to use quotation marks to group values that contain spaces.
• Anything after the directive and before the end of the line is considered the value forthe directive.
N1BE0001
UsingUsing thethe APITestAPITest utilityutility■ To use the APITest utility■ APITest command-line examples
N1BE000A
ToTo useuse thethe APITestAPITest utilityutilityAfter installing and configuring a data conduit, use the APITest utility to make sure thatthe installation and configuration are correct. Always test your configuration prior toimporting data after data conduit setup. The APITest utility is a command-line programthat calls individual functions you have specified in the data conduit's configuration fileand 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 inwhich they are listed. (For examples, see APITest command-line examples.)
1. Confirm that the data conduit configuration file has been modified correctly for theoperation (for example, parameter lookup) that you want to test. Also verify that itincludes the correct database connection information.
2. From a command line, navigate to the directory where you installed the data conduitfiles.
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 dataconduit enter:
apitest ntdimysql.dll ntdimysql.conf lookupparam my_parameter
test_value
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For a parameter lookup on a UNIX system using the MySQL data conduit enter:
./apitest ntdimysql.so ntdimysql.conf lookupparam parameter_name
test_value
When entering the argument note that:
• The syntax for specifying the APITest program file, the data conduit programand configuration file, and the operation name is constant. The number of testvalues you must provide vary depending on the operation you are testing. Formore information see the examples in the next section.
• 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 thedata conduit, and the values necessary to perform that operation:
• For a lookup, specify the lookup type and value. The lookup type is the type ofdata to be retrieved by the data conduit. Following are the possible types andthe value to be provided to the data conduit. (The lookup value is the value to beresolved by the data conduit.) The following list shows the lookup types andvalues:
• 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
• host: Host name or IP address as read from the log files
• email: NetInsight user 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 theparameter. Note that the parameter name must be lowercase to be properlyrecognized.
• For a rewrite, specify the rewrite type and value. The rewrite type is the type ofdata to be rewritten by the data conduit. Following are the possible types and thevalue 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.
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• For user authentication, specify auth followed by the user name and passwordto be verified.
If an error is returned confirm that:
• Your command line syntax is correct and includes correct file names, case-sensitivity, and operation values.
• The operation you are testing is correctly configured in the data conduitconfiguration file.
• The database information you entered in the data conduit configuration file is correctand the database is running.
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APITestAPITest command-linecommand-line examplesexamplesThe following command-line examples are based on a MySQL data conduit installed ona Windows operating system. On UNIX the data conduit program file would be namedntdimysql.so. Or if this were a DB2 data conduit installed on Windows the dataconduit program and configuration files would be named ntdidb2.dll andntdidb2.conf respectively. Note that the examples also assume that the data conduitprogram and configuration files are located in the current directory.
CookieCookie lookuplookupTesting 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
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DepartmentDepartment lookuplookupTesting 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":
apitest ntdimysql.dll ntdimysql.conf department unica.com
HostHost lookuplookupTesting a host name lookup for a host whose domain name is "junica.com":
apitest ntdimysql.dll ntdimysql.conf host unica.com
NetInsightNetInsight useruser informationinformation lookuplookupTesting a user information lookup of an email address for a user named "jane":"/site/store/products/aq-101.html":
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apitest ntdimysql.dll ntdimysql.conf email jane
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PagePage rewriterewriteTesting 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
PagePage titletitle lookuplookupTesting a lookup on a page title whose path/file name is "/site/store/products/aq-101.html":
apitest ntdimysql.dll ntdimysql.conf title /site/store/products/aq-101.html
ParameterParameter lookuplookupTesting a parameter lookup for a parameter named "product" passing the value 123:
apitest ntdimysql.dll ntdimysql.conf lookupparam product 123
ParameterParameter rewriterewriteTesting a parameter rewrite a parameter named "product" passing the value 123:
apitest ntdimysql.dll ntdimysql.conf rwparam product 123
UserUser lookuplookupTesting a user lookup for a user named "jane":
apitest ntdimysql.dll ntdimysql.conf user jane
UserUser authenticationauthenticationTesting authentication for a user named "janedoe" whose password is "a0s9d8":
apitest ntdimysql.dll ntdimysql.conf auth janedoe a0s9d8
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UsingUsing thethe datadata conduitconduit■ To configure NetInsight to use a data conduit for rewrites and lookups■ To configure Unica NetInsight to use a data conduit for user authentication
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■ 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
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ToTo configureconfigure NetInsightNetInsight toto useuse aa datadata conduitconduit forforrewritesrewrites andand lookupslookupsFor rewrites and all lookup types except user authentication and NetInsight userinformation, you configure NetInsight to use the data conduit in the DataData ConduitsConduitsoptions for the profile in which you want to use external data.
If you are tracking a parameter value, you must define the parameter in NetInsightbefore you can configure NetInsight to use the data conduit for that parameter.
1. View the profile for which you want to use the data conduit.
2. Click the OptionsOptions tab.
3. In the left panel, select DynamicDynamic ConentConent> DataData ConduitsConduits.
4. Click AddAdd. The Data conduit description dialog box opens.
5. Enter a unique, internal name you want to use for the data conduit.
6. Enter the full path (including the filename) to the data conduit program file. Do notplace paths that include spaces in parentheses.
7. Enter the full path (including the filename) to the data conduit configuration file.
8. In the ConduitConduit taskstasks box, select the task(s) for which you want to use this dataconduit.
9. Click SaveSave OptionsOptions.N1C20001
ToTo configureconfigure UnicaUnica NetInsightNetInsight toto useuse aa datadata conduitconduitforfor useruser authenticationauthenticationTo use a data conduit to authenticate users, you must configure the data conduit in theAuthenticationAuthentication options in administrative options.
The plug-in configured for user authentication can also retrieve a user's full nameand email address; to retrieve this information, you need only configure the userinformation directive.
1. Display the ProfileProfile ManagerManager.
2. Click the OptionsOptions tab.
3. In the left panel, select UsersUsers > AuthenticationAuthentication.
4. Select ExternalExternal databasedatabase as the authentication type.
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5. Enter the full path (including the filename) to the data conduit program file. Do notplace paths that include spaces in parentheses.
6. Enter the full path (including the filename) to the data conduit configuration file.
7. Click SaveSave OptionsOptions.N1C30001
ToTo configureconfigure NetInsightNetInsight toto useuse aa datadata conduitconduit forfor useruserinformationinformationTo use a data conduit to look up a user's full name and email address, you mustconfigure NetInsight to use the data conduit via the AuthenticationAuthentication options in theadministrative options.
This plug-in can be used only with external database and Web serverauthentication. If you are using an external database to authenticate users, noadditional configuration is necessary.
1. Display the ProfileProfile ManagerManager.
2. Click the OptionsOptions tab.
3. In the left panel, select UsersUsers > AuthenticationAuthentication.
4. In the AuthenticateAuthenticate usingusing list, select ExternalExternal databasedatabase.
If you are using Web server authentication, the Authentication Options windowopens.
5. Enter the full path (including the filename) to the data conduit program file. Do notplace paths that include spaces in parentheses.
6. Enter the full path (including the filename) to the data conduit configuration file.
7. Click SaveSave OptionsOptions.N1C40001
Example:Example: HowHow toto configureconfigure aa parameterparameter lookuplookupThe data conduit example in this section looks up a "content type" URL parameter in adatabase and retrieves the content type name, class, and format. This informationappears on a custom ParameterParameter SummarySummary. It may also appear on ViewView BreakdownsBreakdowns,VisitVisit BreakdownsBreakdowns, DownloadDownload BreakdownsBreakdowns, SessionSession BreakdownsBreakdowns, and crosstab reports.
The following figure shows how a portion of the data would appear on the summarybefore the data conduit is configured. Note that the first column displays the parameter'svalues:
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The following figure shows how a portion of the data would appear on the summaryafter the data conduit is configured. Note that the parameter values in the first columnhave been replaced with the content type name, class, and format pulled from anexternal database.
1. Create a database that contains the content type name, class, and format itemsentered into a lookup table.
The table must contain a key column with the same ContentTyp IDs that occur inthe URLs of the Web site. For help with creating a database, contact yourdatabase 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 theProductID parameter value.
4. Click the OptionsOptions tab.
5. In the left panel select DynamicDynamic ContentContent > ParametersParameters.
6. Click AddAdd.
7. Configure the parameter as follows:
• For the parameter name, enter the parameter name (case-sensitive) exactly asyou will later specify it in the data conduit configuration file. The data conduitname does not need to match the parameter name as it appears in your website URLs.
• For the parameter value, enter a regular expression that will match theparameter name you entered in the previous step. This field forces your entry tolower case. A case-sensitivity match with the parameter name is not required,but it must match otherwise.
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8. Click SaveSave OptionsOptions.
9. In the ParametersParameters toto bebe analyzedanalyzed list, select ContentTypContentTyp and then click RequestsRequests.
10. Click AddAdd.
11. Enter a filter that describes the page(s) whose query strings you want NetInsight tocheck for this parameter.
In this example, you could enter the filter as shown:
12. Click AddAdd.
13. Indicate whether you want the query strings that are passed to this page to besearched for the contenttypeidcontenttypeid parameter in all new data you import from now on.
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• If this is what you want, or if you have other pages to enter at this time, clickContinueContinue.
• If you want to search the query strings in this page for the ContentTypContentTyp parameterin data you have already imported, you must delete all the data in your profileand re-import your log files. NoteNote: If you do not still have all the log files youhave imported into this profile, you will lose data permanently by choosing thisoption.
14. In the OptionsOptions panel, under DynamicDynamic ContentContent, click DataData ConduitsConduits.
15. Click AddAdd.
16. Configure the data conduit options as shown:
17. Click SaveSave OptionsOptions, then click ContinueContinue.
18. Click UpdateUpdate (the left-most icon in the group).
19. If necessary, set environment variables in Unica NetInsight. For example:
20. In a text editor, open ntdi>db_type<.conf.
21. Configure the ConnectString connection directive the data conduit needs toconnect to the database. For example:
DBUsername jane
DBPassword a0s9d8
DBServiceName testdb1
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22. Configure the parameter lookup directives.
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The example below is wrapped for readability; each directive should appear inthe data conduit’s configuration file on a single line.
ParamDataSource_ContentTyp SELECT ContentTypeID,
ContentType, ContentClass,
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%
Unica NetInsight - Administrator's Guide
ContentTypContentTyp — the parameter name for the ParamDataSource_paramname
directive — exactly matches the entry in the NameName text box in the profile optionsfor the parameter in Unica 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 fileare both in the current directory and you are connecting to an Oracle databaseenter:
apitest.exe .\ntdiorcl.conf lookupparam ContentTyp 103
If the parameter lookup is successful, the content type name, class, and format willappear. (If the parameter lookup is unsuccessful, an error message will appear. Toresolve the error, check your settings for the connection directive and parameterlookup directives in ntdi>db_type<.conf.)
25. For the data from the data conduit to appear on the ParameterParameter SummarySummary, you mustregenerate the profile.
26. Do one of the following:
• Click the CustomCustom tab and then select the ParameterParameter SummarySummary forfor ContentTypContentTypreport in the list of available reports. To display the summary, click RunRun ReportReport.
• Click the ReportsReports tab, click CustomCustom AnalysisAnalysis, and then select the ParameterParameterSummarySummary forfor ContentTypContentTyp report.
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ToTo regenerateregenerate summariessummaries forfor aa profileprofile1. Open a command prompt.
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2. Change directories to the NetInsight program directory.
3. To regenerate the summaries for a specific profile, execute nettracker
short_profile_name -regen
The term short_profile_name refers to the profile name that appears inparentheses in the Available profiles list in the Profile Manager. You can alsodisplay a list of the short profile names by executing:
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Example:Example: HowHow toto configureconfigure aa cookiecookie lookuplookupIf your external database contains one or more tables that map cookie data to customerinformation (such as name, email, address, and so on) you can use a data conduit toperform a cookie lookup. This lookup can replace cookie IDs with the customerinformation you choose to retrieve. The information will appear in place of cookie IDs inthe Cookie Summary report.
In order for this to work:
• Your Web site must be generating visitor identification cookies that Unica NetInsightcan use for sessionization. You can use the Unica Web Server Plug-in to allow yourWeb server to generate and log visitor identification cookies.
• Your external database must contain a table (such as shown below) that mapsunique cookie values to customer information. A common way to achieve this isthough an online form. When visitors complete the form the data they enter iswritten to the database along with the value of their persistent, unique cookie. UnicaNetInsight uses the cookie to identify returning visitors during subsequent visits. Thedata conduit uses the cookie value to retrieve the correct customer record from thedatabase.
1. Install the data conduit appropriate for your external database.
2. In Unica NetInsight, view the profile in which you want to look up cookie data.
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3. Enable cookies as a reportable dimension as follows:
a. Click the OptionsOptions tab.
b. In the left panel select ReportingReporting > ReportableReportable DimensionsDimensions.
c. Add Cookie to the list of reportable dimensions.
d. Click SaveSave OptionsOptions.
e. On the toolbar, click UpdateUpdate.
4. Configure Unica NetInsight to use the data conduit for Cookie Lookup.
5. On the toolbar, click UpdateUpdate.
6. If you are using the data conduit for DB2, ODBC, or Oracle, ensure that anyrequired environment variables have been set. See the Unica NetInsight InstallationGuide for more information.
7. Open the data conduit configuration file in the text editor. If the database connectioninformation has not previously been entered, uncomment those rows and enter theconnection information now.
8. Configure the cookie lookup directives. An example is shown below.
This example includes lines wrapped for readability. In the actual configurationfile 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%
Unica NetInsight - Administrator's Guide
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 CookieCookieSummarySummary report.
12. To view the CookieCookie SummarySummary report in Unica NetInsight, on the ReportsReports tab, selectVisitorVisitor AnalysisAnalysis > CookieCookie SummarySummary.
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Data conduit directives
DataData conduitconduit directivesdirectives■ 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
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AboutAbout datadata conduitconduit directivesdirectivesThis section describes the directives that can be used in the data conduit configurationfile to establish database connections and retrieve and process data.
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DatabaseDatabase andand directorydirectory serverserver connectionconnection stringstringdirectivesdirectivesUse this directive to connect the data conduit to a DB2, MySQL, ODBC, Oracle, orPostgreSQL database or to an LDAP directory server.
The connection string examples shown here may be wrapped for readability. In thedata conduit’s configuration file they must appear on a single line.
DB2DB2
ConnectString The connect string necessary to connect to theDB2 database. For example: DRIVER={IBM DB2ODBC DRIVER};
UID=username;PWD=password;MODE=SHARE;
DBALIAS=dbalias;
LDAPLDAP
BindDN The Distinguished Name necessary to authenti-cate with the directory server from which the userdesires to retrieve data.
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BindPassword The Password necessary to authenticate with thedirectory server from which the user desires toretrieve data.
ExampleExample
BindDN CN=username,OU=people,DC=example,DC=com
Unica NetInsight - Administrator's Guide
To bind anonymously, ensure that the directory server connection directives arecommented out.
MySQLMySQL
DBUsername The user name to use when connecting to thedatabase.
Password The password for DBUsername.
DBHost The hostname of the server on which the data-base resides.
DBDatabase The name of the database to which the dataconduit should connect.
DBPort The port on the server through which the databaseconnection should be established.
ODBCODBCTo connect to a data source using a previously defined Data Source Name:
ConnectString DSN=DSNName;
Example:Example: WindowsWindows
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:Example: UNIXUNIX
To connect to a SQL Server database:
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ConnectString
DRIVER=./libtdsodbc.so;Port=1433;TDS_Version=7.0;UID=db_user;PWD=password;Se
rver=server_name;Database=db_name
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To connect to a Sybase database:
ConnectString
DRIVER=./libtdsodbc.so;Port=5000;TDS_Version=5.0;UID=db_user;PWD=password;Se
rver=server_name;Database=db_name
DriverPrompt (for ODBC on Windows only)
Use the DriverPrompt directive to specify how you would like to be prompted fordatabase connection information. Valid values are:
• 1 Prompt for database connection information if no DSN or DRIVER keyword isfound in the ConnectString directive.
• 2 or 3 Prompt for database connection information, using the value of theConnectString directive for default values.
• Any other value No prompt, even if the connection fails (default).
Enabling the Debug directive provides a simple way to connect to a database andretrieve the resulting connect string. DriverPrompt. When Debug enabled the dataconduit prints the connection string to the console before and after it attempts toconnect to the database, thus supplying a value for DriverPrompt. The connect stringcan in turn be used as the value for the ConnectString directive.
OracleOracle
DBUsername The user name to use when connecting to thedatabase.
Password The password for DBUsername.
DBServiceNameHost The service name to which the data conduitshould connect. The service name must havebeen previously defined using the Oracle clientconfiguration tools.
PostgreSQLPostgreSQL
DBUsername The user name to use when connecting to thedatabase.
Password The password for DBUsername.
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DBHost The hostname of the server on which the data-base resides.
DBDatabase The name of the database to which the dataconduit should connect.
DBPort The port on the server through which the databaseconnection should be established.
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AboutAbout thethe clip,clip, cookie,cookie, host,host, user,user, andand visitorvisitor lookuplookupdirectivesdirectivesIn the names of the lookup directives described below, replace {Type} with the lookuptype. The possible values for {Type} are:
• Clip
• Cookie
• Host
• User
• Visitor
Lookup types are case sensitive.
{Type}DataSource{Type}DataSource (DB2,(DB2, MySQL,MySQL, ODBC,ODBC, Oracle,Oracle, andand PostgreSQL)PostgreSQL)The SQL query to be executed to retrieve the desired value. The supplied value shouldcontain the token %VALUE%, which will be replaced by the data conduit during eachlookup with the value to be replaced. For example:
HostDataSource SELECT Contact, Name, Phone, EMail FROM
HostLookup WHERE Host = '%VALUE%'
Unica NetInsight - Administrator's Guide
In this example, %VALUE% will be replaced with the host name or IP address from thelog files.
{Type}DataSource{Type}DataSource (DB2,(DB2, MySQL,MySQL, ODBC,ODBC, Oracle,Oracle, andand PostgreSQL)PostgreSQL)The LDAP URL to be used to retrieve the desired value. The URL should be in theform:
ldap[s]://hostname:port?base_dn?attributes?scope?filter
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For details about LDAP URLs, refer to your LDAP server documentation.
The filter should contain the token %VALUE%, which will be replaced by the dataconduit 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%
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This example will search for a user with the user ID passed from NetInsight and returnthe corresponding name, title, telephone number, and address.
If an object has two values for an attribute, NetInsight uses the first value. If twoobjects have the same value for an attribute, NetInsight uses the first object.
{Type}DataFormatHTML{Type}DataFormatHTMLThe string to be used to format the values retrieved from the database or LDAPdirectory when generating reports in HTML. The supplied value should contain thefollowing:
• Any necessary HTML format strings.
• The tokens %FIELD1%, %FIELD2%, ..., %FIELDn%, which will be replaced by thedata conduit during each lookup with the value of column N contained in the resultset retrieved from the database or directory.
• %FIELDn% tokens may appear in any order, and multiple tokens for a single fieldmay be used multiple times within the same format string.
• Any links should use the CSS class dataTableRows (see the example below).Otherwise, the links will not be visible in the reports.
ExampleExample valuevalue:
HostDataFormatHTML %FIELD1% from %FIELD2%<br>
<a class="dataTableRows" href="mailto:%FIELD4%">%FIELD4%</a> or %FIELD3%
ExampleExample result:result:
J. Doe from doe.com<br>
<a class="dataTableRows" href "mailto:[email protected]">[email protected]</a> or
1(800)123-4567
{Type}DataFormatRTF{Type}DataFormatRTFThe string to be used to format the values retrieved from the database or LDAPdirectory when generating reports in RTF. The supplied value should contain thefollowing:
• Any necessary RTF format strings.
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• The tokens %FIELD1%, %FIELD2%, ..., %FIELDn%, which will be replaced by thedata conduit during each lookup with the value of column N contained in the resultset retrieved from the database or directory.
%FIELDn% tokens may appear in any order, and multiple tokens for a single fieldmay be used multiple times within the same format string.
ExampleExample valuevalue:
HostDataFormatHTML %FIELD1% from %FIELD2%<br>
HostDataFormatRTF \sa0\sb120{%FIELD1%\par}\sa0\sb0{%FIELD2%\par}
\sa0\sb0{%FIELD4%\par}\sa120\sb0{%FIELD3%}
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ExampleExample result: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{Type}DataFormatCSVThe string to be used to format the values retrieved from the database or LDAPdirectory when generating reports requiring plain text — this includes not only reportsexported 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 columnN contained in the result set retrieved from the database or directory. You do not needto supply enclosing quotes in the CSV format; NetInsight will supply these when theCSV data file is created.
%FIELDn% tokens may appear in any order, and multiple tokens for a single fieldmay be used multiple times within the same format string.
ExampleExample valuevalue:
HostDataFormatCSV %FIELD1% from %FIELD2%
ExampleExample result:result:
J. Doe from doe.com
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AboutAbout parameterparameter lookuplookup directivesdirectivesTo facilitate lookups for multiple parameters, parameter lookup directives are defined ona parameter-by-parameter basis. Lookup directives for parameters begin with thekeyword Param.
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To differentiate between directives for different parameters, the identifiers for parameterlookups should end with an underscore, followed by the name of the parameter exactlyas it has been entered in the NameName text box on the ParametersParameters page in the NetInsightprofile options, including the case. (Do not use the entry in the ParameterParameter text box onthe ParametersParameters page.)
For example, to configure lookups for the parameter productproduct, you would configure thefollowing directives:
• ParamDataSource_product
• ParamDataFormatHTML_product
• ParamDataFormatRTF_product
• ParamDataFormatCSV_product
For example, to configure lookups for the parameter categorycategory, you would configure thefollowing directives:
• ParamDataSource_category
• ParamDataFormatHTML_category
• ParamDataFormatRTF_category
• ParamDataFormatCSV_category
The directives for looking up data for parameters function the same as the directives forlooking up clips, cookies, hosts, users, and visitors.
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AboutAbout departmentdepartment lookuplookup directivesdirectivesFollowing are descriptions of the DepartmentDataSource andDepartmentFallBack directives.
Department lookup directives are case sensitive.
DepartmentDataSourceDepartmentDataSourceThe SQL query or LDAP URL to be executed to determine the department grouping towhich 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 orhost name from the log files.
If the DepartmentsDepartments defineddefined primarilyprimarily byby option in the DepartmentsDepartments profile options isset to HostsHosts, NetInsight provides the host name to the data conduit. If the option isset to UsersUsers, NetInsight provides the user name to the data conduit.
ExamplesExamples (DB2,(DB2, MySQL,MySQL, ODBC,ODBC, Oracle,Oracle, andand PostgreSQL)PostgreSQL):
DepartmentDataSource SELECT Department FROM DepartmentLookup WHERE UserName
= ‘%VALUE%’
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DepartmentDataSource SELECT Department FROM DepartmentLookup WHERE HostName
= ‘%VALUE%
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ExampleExample (LDAP)(LDAP):
DepartmentDataSource
ldap://ldapserver.example.com/CN=Users,DC=example,DC=com?department?one?uid=
%VALUE%
DepartmentFallBackDepartmentFallBackWhen the DepartmentFallBack directive is set to 1 (the default), NetInsight fallsback to the list of departments specified for the Departments profile option to determinea department if the query or URL specified by DepartmentDataSource does notreturn data. Set DepartmentFallBack to 0 to prevent NetInsight from using theinternal list if the query URL or LDAP URL does not return data.
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AboutAbout pagepage titletitle lookuplookup directivesdirectivesFollowing are descriptions of the PageTitleDataSource and PageTitleFallBack
directives.
Page title lookup directives are case sensitive.
PageTitleDataSourcePageTitleDataSourceThe SQL query LDAP URL to be executed to retrieve the desired page title. Thesupplied value should contain the token %VALUE%, which will be replaced by the dataconduit during each lookup with the page for which a title is needed. NetInsight willreplace %VALUE% with the page that it reads from the log files.
ExamplesExamples:
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?pageL
ocation=%VALUE%
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PageTitleFallBackPageTitleFallBackWhen the PageTitleFallBack directive is set to 1 (the default), NetInsight falls backto HTTP to resolve page titles if the query URL specified by PageTitleDataSourcedoes not return data. If NetInsight cannot resolve a page title through the data conduit, itwill attempt to retrieve the page title from the actual page. Set PageTitleFallBack to0 to prevent page title resolution via HTTP if the query LDAP URL does not return data.
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AboutAbout productproduct directivesdirectivesFollowing are descriptions of the ProductLookup and ProductRewrite directives.
Product directives are case sensitive.
ProductLookupProductLookupThe SQL query or LDAP URL to be executed to lookup an SKU and display informationin reports.
ExampleExample (DB2,(DB2, MySQL,MySQL, ODBC,ODBC, Oracle,Oracle, andand PostgreSQL)PostgreSQL):
ProductLookup SELECT ProductName FROM Products WHERE SKU = ‘%VALUE%’
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ExampleExample (LDAP)(LDAP):
ProductLookup
ldap://ldapserver.example.com/CN=Users,DC=example,DC=com?ProductName?one?uid
=%VALUE%
ProductRewriteProductRewriteThe SQL query or LDAP URL to be executed to lookup a SKU and store information inthe database.
ExampleExample (DB2,(DB2, MySQL,MySQL, ODBC,ODBC, Oracle,Oracle, andand PostgreSQL)PostgreSQL):
ProductLookup SELECT ProductName FROM Products WHERE SKU = ‘%VALUE%’
ExampleExample (LDAP)(LDAP):
ProductLookup
ldap://ldapserver.example.com/CN=Users,DC=example,DC=com?ProductName?one?uid
=%VALUE%
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AboutAbout rewriterewrite directivesdirectivesFollowing are descriptions of the RewritePageDataSource andRewriteParamDataSource_paramname directives.
Rewrite directives are case sensitive.
RewritePageDataSourceRewritePageDataSourceThe SQL query or LDAP URL to be executed to retrieve the desired page, file, or clipvalue. The supplied value should contain the token %VALUE%, which will be replaced bythe 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.
ExampleExample (DB2,(DB2, MySQL,MySQL, ODBC,ODBC, Oracle,Oracle, andand PostgreSQL)PostgreSQL):
RewritePageDataSource SELECT NewPageLocation FROM PageRewrite WHERE
PageLocation = '%VALUE%'
Unica NetInsight - Administrator's Guide
ExampleExample (LDAP)(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 associatedwith the request (if one exists).
ExampleExample:
RewritePageDataSource SELECT NewPageLocation FROM PageRewrite WHERE
PageLocation = ‘%VALUE%’ AND PageQueryString = ‘%VALUE2%’
RewriteParamDataSource_paramnameRewriteParamDataSource_paramnameThe SQL query or LDAP URL to be executed to rewrite the desired parameter value. Tofacilitate directives for multiple parameters, parameter rewrite directives are defined ona parameter-by-parameter basis. Rewrite directives for parameters begin with thekeyword RewriteParam.
To differentiate between directives for different parameters, the identifiers for parameterrewrites should end with an underscore, followed by the name of the parameter exactlyas it has been entered in the NameName text box on the ParametersParameters page in the NetInsightprofile options, including the case. (Do not use the td in the ParameterParameter text box on theParametersParameters page.)
For example, to configure rewrites for two parameters named productproduct and categorycategory, youwould configure the following directives:
• For the productproduct parameter, RewriteParamDataSource_product
• For the categorycategory parameter, RewriteParamDataSource_category
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The supplied value should contain the token %VALUE%, which will be replaced by thedata conduit during each rewrite with the value to be replaced.
ExampleExample (DB2,(DB2, MySQL,MySQL, ODBC,ODBC, Oracle,Oracle, andand PostgreSQL)PostgreSQL):
RewriteParamDataSource_paramname SELECT NewParamValue FROM ParamLookup
WHERE ParamValue = ‘%VALUE%’
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ExampleExample (LDAP)(LDAP):
ldap://ldapserver.example.com/OU=parameters,DC=example,DC=com?newParamValue?
one?paramValue=%VALUE%
DifferencesDifferences BetweenBetween aa ParameterParameter LookupLookup andand aa ParameterParameter RewriteRewriteThe following table lists the difference between a parameter lookup directive and aparameter rewrite directive.
ParameterParameter lookuplookup directivedirective ParameterParameter rewriterewrite directivedirective
The external database is queried for the value The external database is queried for the valuecorresponding to the parameter you specified. corresponding to the parameter you specified. TheOnly the value that appears on the reports is value that is stored in the NetInsight database andreplaced. the value that appears on the reports are replaced.
Using this directive may slow the speed at which aprofile updates because each occurrence of theparameter in the log file may result in a query tothe database for the replacement value.
If you choose to filter a report based on the If you choose to filter a report based on theparameter you specified, you must use the original parameter you specified, you must use the newparameter value as NetInsight read it from your (replaced) parameter value.Web server's log files.
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UserUser informationinformation directivedirectiveThe following is the description of the EmailDataSource directive.
EmailDataSourceEmailDataSourceThe SQL query or LDAP URL to be executed to retrieve a user's full name and emailaddress. The supplied value should contain the token %VALUE%, which is replaced bythe data conduit during each lookup with the user's user name.
To look up email addresses in Microsoft Active Directory Server, you should use afilter similar to "userPrincipalName=%VALUE%@example.com" # instead of"uid=%VALUE%".
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ExampleExample (DB2,(DB2, MySQL,MySQL, ODBC,ODBC, Oracle,Oracle, andand PostgreSQL)PostgreSQL)
EmailDataSource SELECT Email, FullName FROM UserAuth WHERE LOWER(UserName)
= LOWER('%VALUE%')
Unica NetInsight - Administrator's Guide
ExampleExample (LDAP)(LDAP)
EmailDataSource ldap://ldapserver.example.com/
CN=Users,DC=example,DC=com?mail,displayName?one?uid=%VALUE%
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UserUser authenticationauthentication directivesdirectivesFollowing are descriptions of the AuthenticationDataSource,AuthenticateUserSource, and AuthenticateUserDN directives.
User authentication directives are case sensitive.
AuthenticationDataSourceAuthenticationDataSource (DB2,(DB2, MySQL,MySQL, ODBC,ODBC, Oracle,Oracle, andandPostgreSQL)PostgreSQL)The SQL query to be executed to authenticate a user. The supplied value shouldcontain the tokens %VALUE% and %VALUE2%, which will be replaced by the data conduitduring each lookup with the user name and password entered by the user. Theauthentication will be considered successful if the query returns one or more rows ofdata.
ExampleExample:
AuthenticationDataSource SELECT UserName FROM UserAuth WHERE UserName =
'%VALUE%' AND Password = '%VALUE2%'
AuthenticateUserSourceAuthenticateUserSource (LDAP(LDAP only)only)The AuthenticateUserSource directive specifies the URL of the LDAP server to connectto authenticate users.
ExampleExample:
AuthenticateUserSource ldap://ldapserver.example.com/
You can also authenticate against a Microsoft Active Directory server.
ExampleExample:
AuthenticateUserSource ldap://<domainserver address>/
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where <domain server address> is the URL or IP of your domain controller (suchas, domaincontroller.unica.com).
AuthenticateUserDNAuthenticateUserDN (LDAP(LDAP only)only)The Distinguished Name to use to connect to the LDAP server specified in theAuthenticateUserSource directive.
ExampleExample:
AuthenticateUserDN CN=%VALUE%,CN=Users,DC=example,DC=com
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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 thisdirective, the CN and DC fields are not necessary to authenticate against a MicrosoftActive Directory.
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DebugDebug directivedirectiveWhen 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 throughthe command-line interface.
The Debug directive may be commented out in the data conduit's configuration file. Ifyou 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.
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UnloadmeUnloadme directivedirectiveWhen the UnloadMe directive is set to 1, NetInsight attempts to unload the data conduitwhen it is no longer needed. Unloading a dynamically loaded library may causeproblems on some systems. If this is the case, set this directive to 0 to instructNetInsight not to unload the data conduit, leaving it to be unloaded by the system whenthe 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.
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1717 WorkingWorking withwith User-User-DefinedDefinedProcessesProcesses
■ About user-defined processes■ How Unica NetInsight runs user-defined processes■ To configure Unica 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
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AboutAbout user-defineduser-defined processesprocessesUser-defined processes are procedures you can create to perform additional databasetasks when a Unica 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 tobreak down individual tasks into individual user-defined processes.
User-defined processes are stored in text files that contain one or more SQLstatements. References to the text files are added to the Unica NetInsight profileconfiguration file in the <userdefinedprocesses> XML elements.
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How Unica NetInsight runs user-defined processes
HowHow UnicaUnica NetInsightNetInsight runsruns user-defineduser-definedprocessesprocesses
Unica NetInsight runs user-defined processes during specified phases of a profileupdate. After Unica NetInsight imports new data, it checks the profile's configuration filefor user-defined processes. It then runs the user-defined processes one at a time in theorder they are listed subject to the phase at which they are specified to run (forexample, post-import or post-sampling). If no errors are encountered, Unica NetInsightthen moves on to visitor profiling.
User-defined processes will only run if new data has been imported. If no new data isdetected at update, user-defined are not run.
If Unica NetInsight encounters an error when running a user-defined process it displaysan error message and halts the update. If you want certain errors to be ignored, wrapthe 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 theerror and run the update again.
When Unica NetInsight resumes an update after a user-defined process error, it re-runsall user-defined processes, even those that completed successfully during the failedupdate. If you want a user-defined process to run only once per data import, theprocess 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.
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ToTo configureconfigure UnicaUnica NetInsightNetInsight toto runrun aa user-user-defineddefined processprocess
1. Create a text file containing the SQL queries that define the process.
The file's content must meet the following formatting criteria:
• Queries must end in a semi-colon (;).
• Each line must contain only one query. Queries may span multiple lines, but aline cannot contain two queries.
• Comment lines must start wtih two hyphens (--). Comment lines will not beexecuted or appended to a query.
• Calls to Oracle stored procedures must be wrapped in begin and end statementsand cannot be not used in EXECUTE statements.
• Raw SELECT statements cannot be used. Instead, include SELECT statementsin INSERT, UPDATE, CREATE, or DROP statements or in stored procedures.(Raw SELECT statements result in a database error because they open aresultset without telling the database what to do with the results.)
White space lines are allowed and will be skipped.
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2. Save the file to a location Unica NetInsight can access, such as the UnicaNetInsight program directory.
3. For each profile against which you want the process to run, open its configurationfile and use the <<userdefinedprocessesuserdefinedprocesses>> and <<processprocess>> elements to specify whenthe 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>
Unica NetInsight - Administrator's Guide
For the value for <<processprocess>>, specify the path and name of the process's text file. Ifthe file is located in the Unica NetInsight program directory you do not need tospecify the path.
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AboutAbout thethe <<userdefinedprocessesuserdefinedprocesses>> andand<<processprocess>> elementselements
To add user-defined processes to a profile, in the profile's configuration file use the<<userdefinedprocessesuserdefinedprocesses>> element to specify the list of processes. This element has noattributes or value.
Use the child element <<processprocess>> to specify each process. Processes run in the orderthey are listed, subject to their execution phase. The <<processprocess>> element has twoattributes.
AttributeAttribute DescriptionDescription PossiblePossible valuesvalues
phase When to execute this process postaggregate: After aggregate reports are gener-ated.
postimport: After an -import command runs orUpdate is run from the NetInsight interface.
postsamplinglevel: After the import phase of sam-pling completes but while NetInsight is still insampling mode.
postupdate: After an -update command runs orUpdate is run from the NetInsight interface.
type Type of process sql
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Creating generic processes for multiple profiles
CreatingCreating genericgeneric processesprocesses forfor multiplemultiple profilesprofilesTo facilitate the creation of processes that work for multiple profiles, Unica NetInsightrecognizes the token %PROFILE_ROOT%. When NetInsight encounters this token in aprocess's SQL, it replaces it with the short profile name of the current profile.
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User-definedUser-defined processprocess examplesexamplesAA genericgeneric user-defineduser-defined processprocessThis 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:
• 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 theProfileUpdates 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
);
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Next, create a file named UDP_SQL_Server.txt in the Unica 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);
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COMMIT TRANSACTION;
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Now, add the UDP_SQL_Server.txt file to the profile's configuration file, and UnicaNetInsight will start logging information about each update.
WithWith OracleOracleTo use this user-defined process with Oracle, you first need to create theProfileUpdates table under the Unica NetInsight user's schema using the followingspecifications:
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
);
Next, create the following stored procedure under the Unica 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 Unica NetInsight directory. Placethe 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 Unica NetInsightwill start logging information about each update.
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User-defined processes and database permissions
AA user-defineduser-defined processprocess toto populatepopulate thethe VisitCostVisitCost tabletableThis user-defined process populates the profile's VisitCost table under the assumptionthat 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 );
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User-definedUser-defined processesprocesses andand databasedatabasepermissionspermissions
Depending on what tasks a user-defined process performs, you may need to grant theUnica NetInsight database user account additional database privileges. For example,the Unica NetInsight database user typically does not have "execute stored procedure"privileges.
Unica NetInsight does not restrict which tasks can be performed within a user-definedprocess, so special care should be taken in setting the security permissions on theprocess's text files. If someone has write access to any of the user-defined process textfiles, that person can run any database command the Unica NetInsight database usercan run. To reduce the possible impact of malicious changes to the user-definedprocess text files, limit the Unica NetInsight database user account to only thoseprivileges it needs.
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1818 UsingUsing RegularRegularExpressionsExpressions withwithNetInsightNetInsight
■ About regular expressions■ Basics of regular expressions■ Metacharacters■ Metacharacter examples■ Special characters■ Special character examples■ Combining metacharacters■ Using regular expressions
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AboutAbout regularregular expressionsexpressionsYou can use regular expressions when setting profile options.
Depending on the database you are using, you may also be able to use regularexpressions when setting filters for reports. This lets you find specific report data quicklyand accurately. The syntax is similar to that used in Perl.
If you are unfamiliar with regular expression syntax, there are many tutorials on theInternet.
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Basics of regular expressions
BasicsBasics ofof regularregular expressionsexpressionsA regular expression is a way of specifying a pattern in a text string. For example, if youspecify the pattern somephrase the regular expression rules matching engine finds anyinstance of the text somephrase in the field you are searching. It matchessomephrase, somephrases, abcsomephrase123, and Here is somephrase.
To cite a more useful example, you can use regular expressions to generate a report onall requests for HTM and HTML files on your site. In the IncludedIncluded PagesPages option, enterthe filterfilter thatthat matchmatch thethe regularregular expressionexpression htmhtm. This gives you a report on any pagethat has htm in its file name. Assuming you have not used htm as anything other than afile extension, you will get a report on all requests for HTML files. The report will includerequests for files ending with html because the string html includes the string htm.
This assumes that either all your file names have lowercase extensions or that youhave not enabled case-sensitivity in your profile options. (When case-sensitivity isnot enabled, all pages, files, clips, and user names are imported as lowercasecharacters.
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MetacharactersMetacharactersThe real power of regular expressions is in the use of metacharacters. Metacharactersallow you to construct expressions that match specific text patterns in an extremelyflexible way.
The following table lists and describes the metacharacters.
MetacharacterMetacharacter MeaningMeaning
. (period) Matches any one character no matter what the character is
? Matches the character immediately before it either zero times or onetime
* Matches the character immediately before it any number of timesincluding zero (the character may not be in the string at all)
+ Matches the character immediately before it one or more times (thecharacter must be in the string at least once)
^ Indicates that the characters which follow are at the start of thestring only
$ Indicates that the characters which precede it are at the end of thestring
\d Matches any single decimal digit (0-9)
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MetacharacterMetacharacter MeaningMeaning
\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 theunderscore
\ Escape character allowing the use of any of the metacharacters withtheir regular keyboard meaning. For example, \. matches a period (.)in a regular expression. (A period (.) without a preceding escapecharacter matches any one character no matter what the characteris.)
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MetacharacterMetacharacter examplesexamplesThe following table shows examples that illustrate the use of metacharacters.
RegularRegular ExpressionExpression MatchesMatches ReasonReason
up.own uptown Period (.) matches any character,even a space.
updown
up own
.exe aexe Period (.) matches any character,even a space.
123exe
1exejfg
\.exe .exe Backslash (\) tells the rulesmatching engine you are looking
prog.exe for a period, not using the periodas a metacharacter.
ab?cdef acdef Question mark (?) matches bothzero instances of b and one
abcdef instance of b.abcdefg
xyxacdefghij
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Special characters
RegularRegular ExpressionExpression MatchesMatches ReasonReason
ntcgi\?johnswift ntcgi?johnswift Backslash (\) tells the rulesmatching engine you are lookingfor a question mark, not usingthe question mark as a meta-character.
abc*defg abdefg Asterisk (*) matches the c zeroor more times.
abcdefg
xyzabcdefghij
abcccccdefg
abc+defg abcdefg Plus (+) matches the c one ormore times.
abccdefg
xygabcdefghij
abcccdefghij
free free By default, text is matchedwherever it is found in the text
freedom string.innisfree
^free free Caret (^) only matches the begin-ning of the text string.
freedom
free$ free Dollar sign ($) only matches atthe end of the text string.
innisfree
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SpecialSpecial characterscharactersIn addition to metacharacters, you can use four other characters to indicate therelationships between various parts of the regular expression.
CharacterCharacter MeaningMeaning
| Tells the rules matching engine to match the text to the left of thepipe or the text to the right of the pipe
[ ] Contains a set of characters and tells the rules matching engine tomatch any character within that set
( ) Indicates that the part of the expression that is within the parenthe-ses is to be considered as one unit
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CharacterCharacter MeaningMeaning
^ [abc] Negates the set of characters in brackets so that text must contain acharacter at that point in the expression but it cannot be any of thecharacters inside the brackets
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SpecialSpecial charactercharacter examplesexamplesThe following table shows examples that illustrate the use of the special characters.
ExampleExample MatchesMatches DoesDoes NotNot MeaningMeaningMatchMatch
they (would | should) they would Parentheses and pipe indicate text mustcontain at least one instance of either would
they should or shouldthey shouldhave
they wouldhave
[cz]one cone one Brackets indicate either a c or a z must bepresent for a match
zone
[^abc]xyz dxyz axyz Brackets indicate there must be a characterat that point in the expression, but the caret
mxyz bxyz indicates that character cannot be a, b, or ccxyz
xyz
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CombiningCombining metacharactersmetacharactersYou can combine several metacharacters in one regular expression. One of the mostcommon combinations is the period and asterisk (.*) which matches a string of anylength including the null string.
RegularRegular ExpressionExpression MatchesMatches ReasonReason
.*\.cgi$ any string ending in .cgi The period and asterisk (.*) com-bination matches any string. Thebackslash (\) tells the matchingrules engine to look for a period,not use the period as a meta-character.
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RegularRegular ExpressionExpression MatchesMatches ReasonReason
.*.cgi$ The second period is not pre-acgiceded by a backslash (\), so it is
thomcgi being used as a metacharacterto match any one character nofile.cgi matter what the character is. Amore compact form of writing thesame pattern would be .+cgi.
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UsingUsing regularregular expressionsexpressionsYou can use regular expressions when setting many options. Depending on yourdatabase type, you can use regular expressions to define filter groups or visitor profilesand when filtering reports. If regular expressions are not available, you can use thespecial characters for pattern matching supported by your database.
For example, Unica NetInsight uses regular expressions heavily in both its browser andplatform options. The following regular expression defines which user agents in your logfiles are classified as the Microsoft Internet Explorer Web browser:
^
Mozilla/.*MSIE (\d+\.)
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To see this regular expression: 1) display a profile; 2) click the OptionsOptions tab; 3) in theOptionsOptions panel, select VisitorsVisitors or UsersUsers >> BrowsersBrowsers >> MicrosoftMicrosoft InternetInternet ExplorerExplorer >> UserUserAgentsAgents.
If a user agent in your log file matches the regular expression above, then the browserused 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.
ExpressionExpression MeaningMeaning
^ 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 aspace after the E)
( ) The contents of the parentheses are considered a single unit
\d Matches any decimal digit
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ExpressionExpression MeaningMeaning
\. Modifies the \d so the rules matching engine looks for one or moredigits
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)
Unica NetInsight - Administrator's Guide
Because the regular expression includes information about the browser version(\d+\.), if you have selected the Append the version number check box for thebrowser, the first two strings above appear as Microsoft Internet Explorer 4 and the laststring will appear as Microsoft Internet Explorer 5.
Depending on your database type you can also use the ThatThat matchmatch thethe regularregularexpressionexpression filter with a regular expression when filtering a report. For example, youcould use the Custom Report Wizard to create a custom Page Summary that onlycontains data for visitors who were using NetBSD, FreeBSD, or OpenBSD, but notBSDI. You would need to enter ThatThat matchmatch thethe regularregular expressionexpression .*BSD$ as thecomplete platform filter. The period and asterisk (.*) allows a match on any charactersthat precede BSD in the string, but because of the dollar sign ($), the string must end inBSD.
If you are interested in examining your server's performance when it calls CGIprograms, you can use the Custom Report Wizard to create a custom ServerPerformance Summary with the filter That match the regular expression.*\.cgi$(provided your CGI programs end with that extension). When you run the report, you willsee only statistics on how your server performs when a CGI program is called.
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1919 NetInsightNetInsight Command-Command-LineLineOptionsOptions
■ About command-line options■ About regular expressions with command-line options■ Profile command-line options■ Administrative command-line options
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AboutAbout command-linecommand-line optionsoptionsUnica NetInsight includes a command-line interface that you can use to perform manyfunctions. The command-line options are useful for automating the update process aswell as maintaining profiles.
For the profile command-line options, the term short_profile_name refers to thename 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 commandnettracker admin -list.
The basic syntax for Profile options is:
nettracker [short_profile_name | all] -command
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The all option performs the requested operation on all profiles. Otherwise, theoperation is performed only on the specified profile.
All parameters used with the command-line options are case-sensitive.
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AboutAbout regularregular expressionsexpressions withwith command-linecommand-lineoptionsoptions
You can use a regular expression to specify multiple profiles on which to operate. Thesyntax is:
nettracker "%regex" [options]
Unica NetInsight - Administrator's Guide
or:
nettracker admin -list "%regex"
where regex is a regular expression that identifies the profiles you want.
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 optionsare carried out on all profiles whose names match the regular expression. It is importantto test a regular expression for accuracy before you use it in an operation that affectsdata. Using the command nettracker admin -list "%regex" is a good way to testthe 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 toverify that the profiles matching the regular expression are correct:
nettracker "%customer.*" -update
nettracker admin -list "%customer.*"
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ProfileProfile command-linecommand-line optionsoptions■ -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
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Profile command-line options
■ -forget log_filename■ -import■ -module■ -quiet■ -reaggregate■ -reanalyze■ -recalc■ -recipients list■ -regen■ -reindex■ -reindex-missing■ -remove YYYYMM or YYYYMMDD■ -remove YYYYMM,YYYYMM■ -reports■ -reprofile■ -resample■ -reseed seed_number■ -resolvetitles■ -samplecalc entity number■ -update
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-abort-abortAborts the profile. This kills the associated Unica NetInsight process and resets theprofile. For all operations other than –abort, a profilename.lck file is created in theprofile data directory (install_directory/data/profilename/) and the contentsof that file are the PID of the current process. When –abort is run on a certain profile,it opens the profilename.lck file, if it exists, and attempts to kill the process with thePID found in the lock file. Importing of data is rolled back to the last checkpoint.
If there is no Unica NetInsight process associated with this profile (in other words,there is no short_profile_name.lck file), this option has no effect.
Example:Example:
nettracker short_profile_name -abort
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-addreport-addreport filenamefilename [-title[-title newtitle]newtitle] [-rptlist[-rptlist listname]listname] [-[-rptfolderrptfolder foldername]foldername]Adds a previously defined custom report to the profile. The report definition XML filemust exist in the Unica NetInsightinstall_directory/data/short_profile_name. The dimensions, filters, andmetrics defined in the report must all exist in the profile into which the report is beingadded.
If the report definition references invalid dimensions or metrics, the report is notadded and you receive an error message. If the report definition references aninvalid 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 touse instead of the one specified in the XML file that defines the report. The –rptlistoption specifies the report list to which Unica NetInsight should add the report. If you donot 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 Unica NetInsight shouldadd the report. If you do not use the –rptfolder option, the report is added to the CustomAnalysis folder. Only the report filename is required.
Example:Example:
nettracker short_profile_name -addreport SomeReport.xml -title SomeTitle
Unica NetInsight - Administrator's Guide
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-alert-alertInstructs Unica NetInsight to execute all email alerts that have been configured in theoptions for the profile specified. The Email option in the administrative options, and theEmail Tasks and Email Alerts options in the profile options, must be configured correctlyfor email alerts to successfully execute.
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:Example:
nettracker short_profile_name -alert -update
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-alerttask-alerttask alertnamealertnameInstructs Unica NetInsight to execute the specified email alert. The Email option in theadministrative options, and the Email Tasks and Email Alerts options in the profileoptions, must be configured correctly for the email alert to successfully execute.
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Profile command-line options
If the alert name contains spaces, you must put the alert name in quotation marks.
Example:Example:
nettracker short_profile_name -alerttask SomeEmailAlert
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-archive-archive YYYYMMYYYYMMRemoves the given month from the database and archives the reports for that month.
You cannot drill into reports for archived months.
Removing the last month from your profile is equivalent to clearing all data from theprofile. This includes removing all information concerning unique visitors, whichinfluences the identification of new and repeat visitors when importing new data.
Example:Example:
nettracker short_profile_name -archive 200901
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-archive-archive YYYYMM,YYYYMMYYYYMM,YYYYMMRemoves multiple months from the Unica NetInsight database and archives the reportsfor each listed month. (There should be no space after the comma that separates themonths.)
You cannot drill into reports for archived months.
Removing all months from your profile is equivalent to clearing all data from theprofile. This includes removing all information concerning unique visitors, which willinfluence the identification of new and repeat visitors when importing new data.
Example:Example:
nettracker short_profile_name --archive 200901,200902
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-checkdb-checkdbChecks the Unica NetInsight database to ensure that all necessary tables and indicesexist. This command also outputs the disk usage of each table and index. If an index ismissing, you can run the command nettracker short_ profile_name -reindex
-missing to rebuild it.
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For DB2, MySQL, and Oracle, this command also checks the last analysis date for thestatistics on each table and index. If the statistics on these tables and indices are out ofdate, 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 Oracledatabase, Unica NetInsight also examines the HASH_AREA_SIZEHASH_AREA_SIZE andSORT_AREA_SIZESORT_AREA_SIZE parameters of your database to ensure they are set appropriately.
For SQL Server, this command also outputs the collation name for the tempdb and thedatabase. 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
Unica NetInsight - Administrator's Guide
Note that the output of this command is designed to be interpreted by a traineddatabase administrator. Before making any changes to your database configuration orrunning any of the commands mentioned above, you should consult with your databaseadministrator or Unica technical support.
Example:Example:
nettracker short_ profile_name -checkdb
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-clear-clearRemoves all data from the Unica NetInsight database tables for the profile. After usingthis command, you must update the profile before you can use it again.
Example:Example:
nettracker short_profile_name -clear
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-compactdb-compactdb filenamefilenameIn Unica 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 <<filefile>> you shouldenter the full path and file name of the database file.
ExampleExample (Windows):(Windows):
nettracker
short_profile_name
-compactdb "C:\Program
Files\
Unica NetInsight\data\short_profile_name\
nettracker.dat"
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ExampleExample (UNIX):(UNIX):
nettracker short_profile_name
-compactdb
/usr/local/
Unica NetInsight/data/short_profile_name/
nettracker.dat
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-email-emailInstructs Unica NetInsight to perform all email tasks that have been configured in theoptions for the profile specified. (Tasks that have the ExcludeExclude fromfrom batchbatch executionexecutioncheck box selected are not executed.) You must configure correctly both the EmailTasks option in the profile options and the Email options in the administrative options foremail tasks to be executed successfully.
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:Example:
nettracker short_profile_name -email
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-emailtask-emailtask tasknametasknameInstructs Unica NetInsight to perform the specified email task. You must configurecorrectly both the Email Tasks option in the profile options and the Email options in theadministrative options for email tasks to be executed successfully.
If the task name contains spaces, you must put the task name in quotation marks.
You can use the -recipients option to specify a list of recipients to use instead ofthe recipients specified in the task.
Example:Example:
nettracker short_profile_name -emailtask SomeEmailTask
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-expiretitles-expiretitlesInstructs Unica NetInsight to mark all page titles as expired. Page titles for any pagesprocessed during subsequent updates are resolved the next time requests for them areprocessed, as if they had expired normally.
Example:Example:
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nettracker short_profile_name
-expiretitles
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-forget-forget log_filenamelog_filenameWhenever Unica NetInsight processes a log file, it remembers that file by storing thefirst 900 bytes of the file, the file size, and the location that it left off in the file. As aresult, if the file grows, Unica NetInsight processes only the new data. The -forget
command tells Unica NetInsight to forget that it has already processed the log file. If youtell Unica NetInsight to forget a log file, it reprocesses the whole log file instead ofpicking up from where it left off. For <logfile> you should enter the full path and filename of the log file.
ExampleExample (Windows):(Windows):
nettracker
short_profile_name
-forget c:\logs\access.log
ExampleExample (UNIX):(UNIX):
nettracker short_profile_name
-forget /logs/access.log
You can tell Unica NetInsight to forget multiple log files with a single command by usingwildcards. The -forget option accepts a file specification, as long as it is a valid filespecification according to the wildcard rules of the operating system on which UnicaNetInsight is installed.
ExampleExample (Windows):(Windows):
nettracker
short_profile_name
-forget "c:\logs\ex0001*"
ExampleExample (UNIX):(UNIX):
nettracker short_profile_name
-forget
"/usr/local/apache/logs/access_log200001*"
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-import-importImports new data for both FullFull and SampleSample modes without generating reports. You canuse the sub-command-line option -nosample with -import.
Example:Example:
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nettracker short_profile_name -import
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-nosample-nosampleSkips the sample phase of importing. The sample tables are not modified.
Example:Example:
nettracker short_profile_name -import -nosample
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-module-moduleCauses Unica NetInsight to forget or remove paid search integration module data for aprofile.
Use the module command with forget if you want to re-import previously importedpaid search data (for example, if the data has changed subsequent to import). Data forthe specified dates will not be removed from the Unica NetInsight database. It will be re-imported at the next update.
Use the module command with remove if you want to permanently remove paid searchfrom the Unica 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 ormonths can be separated by commas. Do not use spaces between commas. Youcannot target an entire year (other than by listing each of its months). You cannot targeta date range (other than by listing each date in the range). Format for dates isYYYYMMDD. Format for months is YYYYMM.
If you remove data that you later want to get back, use the module command withforget. Then run an update.
Example:Example: ForgettingForgetting datadata forfor specificspecific datesdates
This example will cause Unica 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:Example: ForgettingForgetting datadata forfor specificspecific monthsmonths
This example will cause Unica NetInsight to forget paid search data for September andOctober 2009. Paid search data for these months will be re-imported at the next update.
nettracker
short_profile_name
-module PSI -forget 200909,200910
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Example:Example: RemovingRemoving datadata forfor specificspecific datesdates
This example will remove paid search data from Unica NetInsight for September 4, 5,and 6, 2009. Paid search data for these dates will not be re-imported during subsequentupdates.
nettracker
short_profile_name
-module PSI -remove 20090904,20090905,20090906
Unica NetInsight - Administrator's Guide
Example:Example: RemovingRemoving datadata forfor specificspecific monthsmonths
This example will remove paid search data from Unica NetInsight for September andOctober. Paid search data for these dates will not be re-imported during subsequentupdates.
nettracker
short_profile_name
-module PSI -remove 200909,200910
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-quiet-quietInstructs Unica NetInsight not to print anything to standard output when performingcommand-line operations.
Example:Example:
nettracker short_profile_name -update -quiet
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-reaggregate-reaggregateDrops and recalculates the aggregate tables for both FullFull and SampleSample modes in thedatabase. You can use the sub-command-line options -nosample, and -sampleonly.You can also specify an table name to target a specific aggregate table.
This command does not re-import log files .
Example:Example:
nettracker short_ profile_name -reaggregate
-nosample-nosampleSkips the tables used for SampleSample mode. The sample tables are not modified.
Example:Example:
nettracker short_profile_name -reaggregate -nosample
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-sampleonly-sampleonlyDrops and recalculates only those tables used for SampleSample mode. Non-sample tables arenot modified.
Example:Example:
nettracker short_profile_name -reaggregate -sampleonly
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SpecifyingSpecifying aa tabletable namenameDrops and recalculates a specific aggregate table. Can be used in conjunction with the-nosample and -sampleonly parameters.
Example:Example:
nettracker short_profile_name -reaggregate table_name -sampleonly
You can verify aggregate table name values by examining your installation'swebaggdef.xml file located at netinsight_root/data .
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-reanalyze-reanalyzeForces an update of the analysis statistics on the Unica NetInsight tables and indices inan Oracle, MySQL, or DB2 database. Unica NetInsight automatically updates thesestatistics every 15 updates. Running the -reanalyze command does not reset thiscounter.
This command has no effect if you are running Unica NetInsight with Microsoft SQLServer. SQL Server automatically updates the statistics it keeps on tables andindices in a database.
Example:Example:
nettracker short_profile_name -reanalyze
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-recalc-recalcDrops and recalculates the aggregate tables, report tables, and results tables for bothFullFull and SampleSample modes in the database and then regenerates the corresponding reportfiles for the defined pregenerated report range. You can use the sub-command-lineoptions -nosample, -sampleonly and reportkey.
This command does not re-import log files.
Example:Example:
nettracker short_profile_name -recalc
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-nosample-nosampleSkips the tables used for SampleSample mode. The sample tables are not modified.
Example:Example:
nettracker short_profile_name -recalc -nosample
Unica NetInsight - Administrator's Guide
-sampleonly-sampleonlyDrops and recalculates only those tables used for SampleSample mode. Non-sample tables arenot modified.
Example:Example:
nettracker short_profile_name -recalc -sampleonly
reportkeyreportkeyDrops and recalculates only those tables used for a specific report. Can be used inconjunction with the -nosample and -sampleonly parameters.
Example:Example:
nettracker short_profile_name -recalc reportkey -sampleonly
You can verify report key values by examining your profile’s rpttimes.log.N1F70001
-recipients-recipients listlistSpecifies the email addresses that should receive the reports in one or more emailtasks. For list, you should enter a comma-delimited list of email addresses, enclosedin quotation marks. (Spaces before or after the commas are ignored.) This list ofaddresses is used instead of the recipients specified in the email tasks. This optionmakes it easier to test email tasks and to send reports to different people at differenttimes.
ExampleExample (-email):(-email):
nettracker
short_profile_name -email -recipients "bob@ Unica.com, joe@ Unica.com"
ExampleExample (-emailtask):(-emailtask):
nettracker short_profile_name -emailtask SomeEmailTask -
recipients "[email protected], joe@ unica.com"
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-regen-regenRegenerates the associated HTML files for the profile or the administrative HTML pagesif used with the -admin option. You can use this command to re-create the contents ofthe HTML directory for a profile if they were accidentally deleted. You can use the sub-command-line option -nosample with -regen.
With the -admin option, this command is the same as the administrative command-clear.
ExampleExample ((profile):profile):
nettracker short_profile_name -regen
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ExampleExample (administrative):(administrative):
nettracker -admin -regen
-nosample-nosampleSkips the HTML files used for SampleSample mode reports. Only reports for FullFull reportingmode are generated.
Example:Example:
nettracker short_profile_name -regen -nosample
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-reindex-reindexRebuilds the Unica NetInsight database indexes, including any that are missing.
Example:Example:
nettracker short_profile_name -reindex
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-reindex-missing-reindex-missingRebuilds only the missing Unica NetInsight database indexes.
Example:Example:
nettracker short_profile_name -reindex-missing
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-remove-remove YYYYMMYYYYMM oror YYYYMMDDYYYYMMDDRemoves the given date or month from the database.
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This option permanently deletes data from your database. If you think you mightneed the data again at some point in the future, you should ensure that you havecopies of all of your log files before you remove the data.
If your profile contains data for only one month, removing that month from yourprofile is equivalent to clearing all data from the profile. This includes removing allinformation concerning unique visitors, which will influence the identification of newand repeat visitors when importing new data.
Examples:Examples:
nettracker short_profile_name -remove 20090625
Unica NetInsight - Administrator's Guide
nettracker short_profile_name -remove 200906
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-remove-remove YYYYMM,YYYYMMYYYYMM,YYYYMMRemoves multiple months from the database. (There should be no space after thecomma that separates the months.)
This option permanently deletes data from your database. If you think you mightneed the data again at some point in the future, you should ensure that you havecopies of all of your log files before you remove the data.
Removing all months from your profile is equivalent to clearing all data from theprofile. This includes removing all information concerning unique visitors, which willinfluence the identification of new and repeat visitors when importing new data.
Example:Example:
nettracker short_profile_name -remove 200901,200902
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-reports-reportsSelectively generates reports for which new data exists or whose content has changedsince the last time report generation was run (for example, due to a change in thereport's definition) . Both the query and HTML creation phases of report generation arerun. You can use the -sampleonly or -nosample sub-command-line options to targetonly sampled or non-sampled reports. Based on your reporting needs, this can allowyou to reduce the time spent on report generation. For example, if you import dataevery day but rely primarily on sampled reports throughout the week, you couldgenerate sampled reports daily and non-sampled reports once a week.
You can replace short_profile_name with all to update all the profiles.
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Example:Example:
nettracker short_profile_name -reports
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-nosample-nosampleSampled reports are not generated.
Example:Example:
nettracker short_profile_name -reports -nosample
-sampleonly-sampleonlyNon-sample reports are not generated.
Example:Example:
nettracker short_profile_name -reports -sampleonly
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-reprofile-reprofileInstructs Unica NetInsight to reapply the visitor profile definitions to the visitor data. Theresults of -reprofile do not appear on the reports until the profile is updated.
Example:Example:
nettracker short_profile_name
-reprofile
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-resample-resampleClears the sample tables in the profile's database and repopulates the tables. Data innon-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 underlyingsample data.
Example:Example:
nettracker short_profile_name -resample
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-reseed-reseed seed_numberseed_numberChanges the sample seed value in the profile's configuration file. The seed valuedetermines the random number generator algorithm that generates the data sample.The new seed value does not take affect until the profile is sampled.
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Example:Example:
nettracker short_profile_name -reseed seed_number
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-resolvetitles-resolvetitlesInstructs Unica NetInsight to immediately resolve page titles for all known pages.
Example:Example:
nettracker short_profile_name
-resolvetitles
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-samplecalc-samplecalc entityentity numbernumberEstimates the visitor sample percentage to specify in the profile options to create asample 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 beforeUnica NetInsight can estimate the sample size. This option returns a value that must beentered into the VisitorVisitor samplesample percentageSamplepercentageSample %% field in the profile options.Because the returned value is an estimate, the resulting data sample might not containthe exact number you specified.
Example:Example:
nettracker short_profile_name -samplecalc Visit 10000
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-update-updateUpdates the profile. This imports any new log file data, updates the sample tables, andthen generates all aggregates, dimension levels and bins, metrics and reportsassociated with the profile for both FullFull and SampleSample modes. You can use the sub-command-line options -nosample and -sampleonly with -update.
You can replace short_profile_name with all to update all the profiles.
Example:Example:
nettracker short_profile_name -update
-nosample-nosampleSkips the sample phases of the update. Sample tables are not modified and the samplereports are not generated.
Example:Example:
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Administrative command-line options
nettracker short_profile_name -update -nosample
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-sampleonly-sampleonlyProcesses only the sample phase of the report generation during the update. Non-sample reports are not generated.
Example:Example:
nettracker short_profile_name -update -sampleonly
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AdministrativeAdministrative command-linecommand-line optionsoptions■ -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■ -listroles■ -listusers short_profile_name [-explicit]■ -quiet■ -roleinfo role_name■ -userinfo user_name [-explicit]
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-add-addAdds a new profile. This command is similar in functionality to clicking CreateCreate ProfileProfile atthe Profile Manager. You can use sub-command-line options with the -add option, butthey are not required. Only the short profile name is required.
Example:Example: nettracker admin -add short_profile_name [sub-command-line options]
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-include-include<<includepathincludepath>>Includes only pages that start with <includepath>. This command-line optioncorresponds to the Included Pages option in the profile options.
When you use this command-line option, you can only filter for pages thatthat startstart withwith.
-logpath-logpath<<logpathlogpath>>Specifies the full path to the log file and the file name or wildcard.
-logtype-logtype<<logtypelogtype>>Specifies the type of log file.
• 0=Auto detect (default)
• 1=Netscape Flexible
• 2=NCSA Common/Combined
• 3=W3C Extended
• 4=IIS Standard/Extended
• 5=Microsoft Proxy
• 6=WebSite
• 7=Gauntlet
• 8=IBM Firewall
• 9=Raptor Eagle
• 10=Open Market Extended
• 11=wu-ftpd
• 12=NcFTPd
• 13=CERFNet
• 14=Squid
• 15=Sidewinder
• 16=WatchGuard
• 17=RealSystem Server, Helix Universal Server
• 18=Cisco PIX
-name-name<<namename>>Specifies the name of the profile. This is the same as the ProfileProfile titletitle option that can bespecified in GeneralGeneral OptionsOptions.
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-password-password<<passwordpassword>>This option will set the password, but does not enable password protection for any ofthe profile options. You can use the default template to enable password protection.
-template-template<<templatetemplate>>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/ UnicaNetInsight/data/admin. The default location on Windows is C:\Program Files\Unica NetInsight\data\admin.
You can edit the default template file in the Profile Manager.
-type-type <<profileprofile typetype>>1=Web Server (the default and only option)
-url-url <<urlurl>>Specifies the URL. This is the same URL that you would otherwise enter in the GeneralGeneralOptionsOptions.
The example command that follows creates a profile called test1 (based on a templatenamed template1.cfg) that analyzes Netscape Flexible log files. The example usesthe subcommand-line options -dir, -logpath, -logtype, and -template.
ExampleExample (UNIX):(UNIX):
nettracker admin -add test1
-dir /usr/local/
Unica NetInsight
-logpath /export/home/logs/access.log
-logtype 1
-template /usr/local/Unica NetInsight/templates/template1.cfg
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ExampleExample (Windows):(Windows):
NetTracker.exe admin -add test1
-dir "c:\Program Files\
Unica NetInsight"
-logpath c:\WinNT\System32\logfiles\W3CSV1\ex020531.log
-logtype 1
-template "C:\Program Files\Unica NetInsight\templates\template1.cfg"
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-addlang-addlang pathname_for_language_packpathname_for_language_packAdds the specified Unica NetInsight language pack, to support display of the userinterface in multiple languages; each profile can be displayed in a different language ifdesired.
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Example:Example:
nettracker admin -addlang c:\n73_fr.gz
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-adduser-adduser user_nameuser_name [-email[-email emailaddress]emailaddress] [-fullname[-fullnamefullname]fullname] [-password[-password password]password] [-role[-role role]role] [-[-reportingmodereportingmode reportingmode]reportingmode]Adds the user with the specified name. This command is identical in functionality tocreating 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 theuser name is required.
Example:Example:
nettracker admin -adduser "Bob Smith"
-email-email emailemail addressaddressSpecifies the email address for the user.
Example:Example:
nettracker admin -adduser "Bob Smith" -email bob@ Unica.com
-fullname-fullname "full"full name"name"Specifies the full name of the user. If the full name contains spaces, you must enclosethe name in quotation marks.
Example:Example:
nettracker admin -adduser "Bob Smith" -fullname "Bob Leonard Smith"
-password-password passwordpasswordAdds the user with the specified password (the default password is blank). If apassword is specified and Unica NetInsight is configured to authenticate users using anexternal database or the Web server, a warning message appears when you run thecommand. (A password is applicable for internal database authentication only.)
Example:Example:
nettracker admin -adduser "Bob Smith" -password a0s9d8
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-reportingmode-reportingmode reportingmodereportingmodeSpecifies the default reporting mode for the user. The two possible values are full andsample.
Example:Example:
nettracker admin -adduser "Bob Smith" -reportingmode sample
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-role-role role_namerole_nameSpecifies the default role for the user.
Example:Example:
nettracker admin -adduser "Bob Smith" -role _pwruser
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 (forexample, 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.
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-assignuser-assignuser user_nameuser_name short_short_profile_nameprofile_name {[-role{[-rolerole_name]role_name] || [-view[-view view_name]}view_name]}Assigns the role or view (or both) to the specified user in the specified profile. Thiscommand is identical in functionality to assigning a role and/or a view to a user in thespecified profile in the administrative options. You must use at least one sub-command-line option with the -assignuser option.
Example:Example: nettracker admin -assignuser "Bob Smith" short_profile_name -view myview
-role-role role_namerole_nameAssigns the role to the specified user in the specified profile.
Example:Example:
nettracker admin -assignuser "Bob Smith" short_profile_name -role pwruser
For this option, use the name of the role (for example, nettracker admin -assignuser "Bob Smith" short_profile_name -role _pwruser) and notthe title of the role (for example, do not use nettracker admin -assignuser
"Bob Smith" short_profile_name -role Power User). You can display a listof role names by using the command nettracker admin -listroles.
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-view-view view_nameview_nameAssigns the view to the specified user in the specified profile.
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-changeuser-changeuser user_nameuser_name [-email[-email emailaddress]emailaddress] [-[-fullnamefullname fullname]fullname] [-password[-password password]password] [-role[-role role]role] [-[-reportingmodereportingmode reportingmode]reportingmode]Changes the specified user's password, default role, or default reporting mode (or anycombination of these). This command is identical in functionality to changing a user'spassword, default role, or default reporting mode in the administrative options.
If a password is specified and Unica NetInsight is configured to authenticate users usingan external database or the Web server, a warning message appears when you run thecommand. (A password is applicable for internal database authentication only.)
You must use at least one sub-command-line option with the -changeuser option.
Example:Example:
nettracker admin -changeuser "Bob Smith"
Unica NetInsight - Administrator's Guide
-email-email emailemail addressaddressChanges the email address for the user.
Example:Example:
nettracker admin -changeuser "Bob Smith" -email bob@ Unica.com
-fullname-fullname "full"full name"name"Changes the full name of the user. If the full name contains spaces, you must enclosethe name in quotation marks.
Example:Example:
nettracker admin -changeuser "Bob Smith" -fullname "Bob Leo
Smith"
-password-password passwordpasswordChanges the specified user's password.
Example:Example:
nettracker admin -changeuser "Bob Smith" -password a0s9d8
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Administrative command-line options
-reportingmode-reportingmode reportingmodereportingmodeChanges the specified user's default reporting mode. The two possible values are full
and sample.
Example:Example:
nettracker admin -changeuser "Bob Smith" -reportingmode sample
389
-role-role role_namerole_nameChanges the specified user's default role.
Example:Example:
nettracker admin -changeuser "Bob Smith" -role _pwruser
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 (forexample, do not use nettracker admin -changeuser "Bob Smith" -role
Power User). You can display a list of role names by using the commandnettracker admin -listroles.
N2080001
-clear-clearRegenerates the top frame of the Profile Manager and the Unica NetInsight Homepage.
This command is the same as the -admin -regen command
Example:Example:
nettracker admin -clear
N2090001
-dbpasswd-dbpasswdChanges the password used to connect to the Oracle, SQL Server, MySQL, or DB2database. This command does not change the password on the database. It onlychanges the password that Unica NetInsight uses to connect to the database. Whenrunning this command you are prompted first to enter your old password and then toenter your new password.
Example:Example:
nettracker admin -dbpasswd
Unica Unica NetInsight
8.0 - Copyright(c) 2009 Unica Corporation
Changing the password for the database connection.
Version 8.2.1
19 - NetInsight Command-Line Options
Enter old password: old_password
Enter new password: new_password
Database password successfully changed.
Unica NetInsight - Administrator's Guide
N20A0001
-delete-delete short_short_profile_nameprofile_nameDeletes the specified profile and all of its reports, removing it from the Profile Managerand also removing its associated directories.
Example:Example:
nettracker admin -delete short_profile_name
N20B0001
-deleteuser-deleteuser user_nameuser_nameDeletes the specified user.
Example:Example:
nettracker admin -deleteuser "Bob Smith"
N20C0001
-dir-dir dirdirSpecifies the Unica NetInsight program directory. The -dir option must be specifiedwhen executing Unica NetInsight from the command line outside of the Unica NetInsightprogram directory. The default program directory on UNIX is /usr/local/UnicaNetInsight. The default program directory on Windows is C:\Program Files\Unica NetInsight.
If there are spaces in the program directory path, you must enclose the directoryparameter in quotation marks.
ExampleExample (Windows):(Windows):
C:\Program Files\
Unica NetInsight\nettracker.exe all -update -dir
"C:\Program Files\
Unica NetInsight"
ExampleExample (UNIX):(UNIX):
/usr/local/
Unica NetInsight/nettracker.exe all -update -dir usr/local/
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Administrative command-line options
Unica NetInsight/
391
N20D0001
-list-list oror -list-list %regex%regexLists the available profiles. This list of profiles is the same as the list that appears in theProfile Manager. You can use "%regex" immediately after -list to display a list ofthe profiles described by the regular expression.
Example:Example:
nettracker admin -list
N20E0001
-listroles-listrolesLists the title and name of each role. This command is similar in functionality to viewingthe title and name of a role in the administrative options.
The role title can consist of one or more words. It appears in the list of roles in theadministrative options and can be edited after it has been saved. The role name isone word and cannot be edited after it has been saved.
Example:Example:
nettracker admin -listroles
N20F0001
-listusers-listusers short_short_profile_nameprofile_name [-explicit][-explicit]Lists each user's effective role and default view for the specified profile. This commandis 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 isrequired.
Example:Example:
nettracker admin -listusers short_profile_name
-explicit-explicitIncludes only users with a role or default view explicitly assigned for the specified profilename.
Example:Example:
nettracker admin -listusers short_profile_name -explicit
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N2100001
-quiet-quietInstructs Unica NetInsight not to print anything to standard output when performingadministrative command-line operations.
N2110001
-roleinfo-roleinfo role_namerole_nameLists:
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 profilein which it is assigned
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 usenettracker admin -roleinfo Power User). You can display a list of rolenames by using the command nettracker admin -listroles.
Example:Example:
nettracker admin -roleinfo _pwruser
Unica NetInsight - Administrator's Guide
N2120001
-userinfo-userinfo user_nameuser_name [-explicit][-explicit]Lists the specified user's effective role and default view for each profile. This commandis similar in functionality to viewing a user's role and default view for each profile in theadministrative 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:Example:
nettracker admin -userinfo "Bob Smith"
-explicit-explicitIncludes only profiles in which the user has been explicitly assigned a role or defaultview.
Example:Example:
nettracker admin -userinfo "Bob Smith" -explicit
392
N10CD8
2020 NetInsightNetInsight ConfigurationConfigurationFilesFiles
■ About Unica NetInsight configuration files■ NetTracker.cfg: NetInsight Program Configuration File■ Web.cfg : Global Profile Configuration File
N2130002
AboutAbout UnicaUnica NetInsightNetInsight configurationconfiguration filesfilesUnica NetInsight uses three configuration (.cfg) files to track profile options and otherinformation. Configuration files are written in XML which you can read and edit directly.
• The program configuration file (NetTracker.cfg) contains information about yourUnica NetInsight version and license. It is located in the Unica NetInsight rootdirectory. (In Windows, the root directory is located in C:\Program Files\. InUNIX, the root directory is in /usr/local/.)
• The profile type configuration file (web.cfg) stores global profile configurationsettings. It is stored in the NetInsight _root/data/admin directory.
• Each time you create a profile, Unica NetInsight creates a local profile configurationfile for it. The local configuration file has the same base name as the new profile. Itis stored in the NetInsight _root/data/profile_name directory.
N2140001
NetTracker.cfg:NetTracker.cfg: NetInsightNetInsight ProgramProgramConfigurationConfiguration FileFile
■ About the Unica NetInsight configuration file■ activationkey■ adminbutton
Version 8.2.1 393
20 - NetInsight Configuration Files
■ 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
394 Unica NetInsight - Administrator's Guide
NetTracker.cfg: NetInsight Program Configuration File
■ pathsep■ platform■ plugin■ processlog element■ progdir■ reportinbox■ reportlimits■ reportsduringimport■ reportsduringupdate■ restrictprofilemanager■ resultsetretention■ runreportscheduler■ secure■ serialnumber■ source■ syncmode■ tempstore■ tempstoredir■ titleresolutiontimeout
N2140007
AboutAbout thethe UnicaUnica NetInsightNetInsight configurationconfiguration filefileThe program configuration file (NetTracker.cfg) contains all of the options availableunder EditEdit AdministrativeAdministrative OptionsOptions. It also contains information about your version of andyour license. The first line in the file is the XML declaration, which specifies whichversion of XML the file is using.
The first element in the file is <<progoptionsprogoptions>>. This element is an overall containerelement. All other entries in the file must be after <<progoptionsprogoptions>> and before<</progoptions/progoptions>>. The <<progoptionsprogoptions>> element has two attributes.
AttributeAttribute DefinitionDefinition PossiblePossible valuesvalues DefaultDefault
version Version of your product x.x.x
type Edition of your product ebl, ebd, ebm, ebo, ebs,ebn
• ebd = Unica NetInsight for DB2
• ebm = Unica NetInsight for MySQL
• ebo = Unica NetInsight for OracleN2160001
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activationkeyactivationkeyThe <<activationkeyactivationkey>> element specifies the activation key for your license. This elementhas no attributes and no child elements. This element must be contained by the<<licenselicense>> element.
ExampleExample
<activationkey>eval</activationkey>
Unica NetInsight - Administrator's Guide
N2170001
adminbuttonadminbuttonThe <<adminbuttonadminbutton>> element sets the EnableEnable AdministrationAdministration buttonbutton option on theAdvancedAdvanced optionsoptions page of the administrative options. If the element is present, theoption is selected. If it is absent, the option is not selected. This element has noattributes, no child elements, and no value.
ExampleExample
<adminbutton/>
N2180001
adminemailadminemailThe <<adminemailadminemail>> element sets the Administrator's address option on the EmailEmail optionsoptionspage of the administrative options. This element has no attributes and no childelements. It must be contained by the <<emailemail>> element.
ExampleExample
<adminemail>bsmith@ Unica.com</adminemail>
N2190001
authenticationauthenticationThe <<authenticationauthentication>> element is a container element for the user authentication childelements <<loginexpirationloginexpiration>>, <<methodmethod>>, <<passwordpassword>>, <<pluginplugin>>, <<restrictprofilemanagerrestrictprofilemanager>>,and <<sourcesource>>. The <<authenticationauthentication>> element has no attributes and no value.
The <<passwordpassword>> element is only used when the authentication method is set tointernal.
ExampleExample
<authentication>
<loginexpiration>never</loginexpiration>
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NetTracker.cfg: NetInsight Program Configuration File
<method>internal</method>
<password length="1" numerics="0" special="0"/> <restrictprofilemanager/>
</authentication>
397
N21A0001
backgrounddrilldownsbackgrounddrilldownsThe <<backgrounddrilldownsbackgrounddrilldowns>> element sets the RunRun drilldownsdrilldowns inin backgroundbackground option onthe AdvancedAdvanced optionsoptions page of the administrative options. If the element is present, theoption is selected. If it is absent, the option is not selected. This element has noattributes, no child elements, and no value.
ExampleExample
<backgrounddrilldowns/>
N21B0001
cachesizecachesizeThe <<cachesizecachesize>> element specifies the cache size, in number of database pages, to beused by SQLite. The <<cachesizecachesize>> element has no attributes and no child elements. Itmust be contained by the <<databasedatabase>> element. The value of the <<cachesizecachesize>> elementis the size of the cache in terms of a number of database pages. The default is 2000.
This element applies only to Unica NetInsight for SQLite.
ExampleExample
<cachesize>2500</cachesize>
N21C0001
cgidircgidirThe <<cgidircgidir>> element specifies the path for the Unica NetInsight CGI-BIN directory. Thedirectory must be set up as a CGI-BIN directory within your Web server software. The<<cgidircgidir>> element has no attributes and no child elements. This element must becontained by the <<platformplatform>> element.
ExampleExample
<cgidir>c:\inetpub\scripts\
Unica NetInsight\</cgidir>
N21D0001
Version 8.2.1
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cgiextensioncgiextensionThe <<cgiextensioncgiextension>> element specifies the file extension used for CGI files. ForWindows, the extension is .exe. For UNIX, the extension is .cgi. The <<cgiextensioncgiextension>>element has no attributes and no child elements. This element must be contained by the<<platformplatform>> element.
ExampleExample
<cgiextension>exe</cgiextension>
Unica NetInsight - Administrator's Guide
N21E0001
cgiurlcgiurlThe <<cgiurlcgiurl>> element specifies the URL that corresponds to the CGI-BIN directory. The<<cgiurlcgiurl>> element has no attributes and no child elements. This element must becontained by the <<platformplatform>> element.
ExampleExample
<cgiurl>http://www.unica.com/scripts/
Unica NetInsight/</cgiurl>
N21F0001
checkpointmegscheckpointmegsThe <<checkpointmegscheckpointmegs>> element specifies the interval at which Unica NetInsight storesall processed data in the database. The interval must be specified in megabytes of dataprocessed. The default is 125, meaning Unica NetInsight stores data in the databaseeach time it has processed 125 MB of data. This element has no attributes and no childelements. It must be contained by the <<databasedatabase>> element.
ExampleExample
<checkpointmegs>150</checkpointmegs>
N2200001
databasedatabaseThe <<databasedatabase>> element is a container element for the database settings elements<<maxcachemaxcache>>, <<dbconnectdbconnect>>, <<dbpassworddbpassword>>, <<checkpointmegscheckpointmegs>>, <<indextablespaceindextablespace>>,<<dbsessionsdbsessions>>, <<datastoredirdatastoredir>>, <<pagesizepagesize>>, <<cachesizecachesize>>, <<syncmodesyncmode>>, <<tempstoretempstore>>,and <<tempstoredirtempstoredir>>. The <<databasedatabase>> element has no attributes and no value.
398
NetTracker.cfg: NetInsight Program Configuration File
ExampleExample
<database>
<maxcache visits="512" views="4096"
errors="1000" ids="503"/>
<ctmemory>300</ctmemory>
<ctsectors>64</ctsectors>
</database>
399
N2210001
datastoredirdatastoredirThe <<datastoredirdatastoredir>> element specifies the directory in which to store temporary data filesduring import. The default value is the profile's data directory. The default data directoryis , where Unica CustomerInsightUnica NetInsight is the Unica NetInsight programdirectory and short_profile_name is the profile name that appears in parentheses inthe AvailableAvailable profileprofile list. Do not modify this element without contacting technicalsupport.
This element is not present in the program configuration file unless you explicitly add it.Note that no corresponding option is available in the Unica NetInsight administrativeoptions interface.
This element has no attributes and no child elements. It must be contained by the<<databasedatabase>> element.
ExampleExample
<datastoredir>Unica NetInsight/data/mywebprofile</datastoredir>
N2220001
dbconnectdbconnectThe <<dbconnectdbconnect>> element specifies the database connection string. This string is builtduring 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<<databasedatabase>> element.
This element does not apply to Unica NetInsight for SQLite.
ExampleExample
<dbconnect>DRIVER={SQL
Server};UID=Unica NetInsight;PWD=%s;
DATABASE=Unica NetInsight;SERVER=Unica NetInsight\
</dbconnect>
N2230001
Version 8.2.1
20 - NetInsight Configuration Files
dbpassworddbpasswordThe <<dbpassworddbpassword>> element specifies the password Unica NetInsight uses to connect tothe database. You can change this element using the administrative commandlineoption -dbpasswd. This element has no attributes and no child elements. It must becontained by the <<databasedatabase>> element.
ExampleExample
<dbpassword>c9b8MpJipwUU7M</dbpassword>
Unica NetInsight - Administrator's Guide
N2240001
dbsessionoptionsdbsessionoptionsThe <dbsessionoptionsdbsessionoptions>> element sets the DatabaseDatabase sessionsession optionsoptions option on theAdvancedAdvanced optionsoptions page of the administrative options. In general, you should not changethe value for this element without contacting technical support. This element has noattributes and no child elements. It must be contained by the <<databasedatabase>> element.
ExampleExample
<dbsessionoptions>sort_area_size = 1048576</dbsessionoptions>
N2250001
dnsserverdnsserverThe <<dnsserverdnsserver>> element sets the DNS server address option on the DNS page of theadministrative options. This element has two attributes.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
timeout Reverse DNS timeout Any numeric value from 32 to 7200
retries Reverse DNS retries Any numeric value from 40 to 100
The <<dnsserverdnsserver>> element has no child elements. It must be contained by the <<networknetwork>>element.
ExampleExample
<dnsserver timeout="10" retries="10">
172.16.45.2
</dnsserver>
N2260001
400
NetTracker.cfg: NetInsight Program Configuration File
disablehtmlwithlinksdisablehtmlwithlinksThe <<disablehtmlwithlinksdisablehtmlwithlinks>> element specifies that the WebWeb Browser,Browser, withwith linkslinks (.html)(.html)format is not available in the list of formats for reports sent via email. This element hasno attributes, no value, and no child elements.
This element is not present in the Unica NetInsight program configuration file unless youexplicitly add it. Note that no corresponding option is available in the Unica NetInsightadministrative options interface.
When the <<disablehtmlwithlinksdisablehtmlwithlinks>> element is present in the Unica NetInsight programconfiguration file:
• The WebWeb Browser,Browser, withwith linkslinks (.html)(.html) option will not appear in the FormatFormat ofof reportsreportsdrop-down list. This list is located on these windows and pages:
• EmailEmail optionoption pop-up window (this window appears when you click the Email iconin the main interface)
• Email Tasks EmailEmail tasktask descriptiondescription page (this page appears when you edit anemail task)
• Custom Report Wizard EmailingEmailing thethe ReportReport page (this page appears when youclick EmailEmail on the Custom Report Wizard Report SummarySummary page)
• The default option in the FormatFormat ofof reportsreports drop-down list is WebWeb Browser,Browser, withoutwithoutlinkslinks (.html)(.html).
• An email task that was previously configured to use the Web Browser, with linksformat will continue to use that format; however, when you edit the email task, thedefault value of the FormatFormat ofof reportsreports drop-down list is WebWeb Browser,Browser, withoutwithout linkslinks(.html)(.html).
ExampleExample
<disablehtmlwithlinks/>
401
N2270001
emailemailThe <<emailemail>> element is a container element for the email settings elements:<<mailservermailserver>>, <<mailfrommailfrom>>, and <<adminemailadminemail>>. The <<emailemail>> element has no attributesand no value.
ExampleExample
<email>
<mailserver port="25">mail.unica.com</mailserver>
<mailfrom>Unica NetInsight
@unica.com</mailfrom>
</email>
Version 8.2.1
20 - NetInsight Configuration Files
N2280001
envvarsenvvarsThe <<envvarsenvvars>> element specifies the environment variables that should be set whenUnica NetInsight starts. This list appears on the EnvironmentEnvironment VariablesVariables page. The<<envvarsenvvars>> element has no attributes and no value. Specify the environment variablesusing the child element <<envvarenvvar>>. The <<envvarenvvar>> element has one attribute.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name Name of variable Any environment vari-able name
ExampleExample
<envvars>
<envvar name="ORACLE_HOME">
/home/oracle/u01/app/oracle/product/8.1.5
</envvar>
<envvar name="NLS_LANG">
AMERICAN_AMERICA.WE8ISO8859P1
</envvar>
</envvars>
Unica NetInsight - Administrator's Guide
N2290002
helpurlhelpurlThe <<helpurlhelpurl>> element directs the links in the Help menu to a server of your choosing. Ifit is missing (the default), the links in the Help menu automatically point to Unica'shosted documentation server. Typically you would only add this element if your networkdoes not have internet access and as a result you need to install the Unica NetInsightdocumentation on your corporate intranet.
ExampleExample
<helpurl>http://somedocserver.mydomain.com</helpurl>
N22A0001
homepagebuttonhomepagebuttonThe <<homepagebuttonhomepagebutton>> element sets the EnableEnable InsightNetInsightHomepageInsightNetInsightHomepage buttonoption on the AdvancedAdvanced optionsoptions page of the administrative options. If the element ispresent, the option is selected. If it is absent, the option is not selected. This elementhas no attributes, no child elements, and no value.
ExampleExample
<homepagebutton/>
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NetTracker.cfg: NetInsight Program Configuration File
N22B0001
htmldirhtmldirThe <<htmldirhtmldir>> element specifies the path for the Unica NetInsight HTML directory. Thedirectory must be under the document root for your Web server. The <<htmldirhtmldir>> elementhas no attributes and no child elements. This element must be contained by the<<platformplatform>> element.
ExampleExample
<htmldir>c:\inetpub\wwwroot\Unica NetInsight \</htmldir>
403
N22C0001
htmlurlhtmlurlThe <<htmlurlhtmlurl>> element specifies the URL that corresponds to the HTML directory. The<<htmlurlhtmlurl>> element has no attributes and no child elements. This element must becontained by the <<platformplatform>> element.
ExampleExample
<htmlurl>http://www.unica.com/Unica NetInsight/</htmlurl>
N22D0001
httpproxyhttpproxyThe <<httpproxyhttpproxy>> element sets the HTTPHTTP proxyproxy serverserver option on the ProxiesProxies page of theadministrative options. This element has one attribute.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
port HTTP proxy server port Any number
The <<httpproxyhttpproxy>> element has no child elements. It must be contained by the <<networknetwork>>element.
ExampleExample
<httpproxy port="80">172.16.96.7</httpproxy>
N22E0001
indextablespaceindextablespaceThe <<indextablespaceindextablespace>> element specifies the name of the tablespace (filegroup in SQLServer) where the indices are stored. Do not modify the value of this element withoutcontacting technical support. This element has no attributes and no child elements. Itmust be contained by the <<databasedatabase>> element.
Version 8.2.1
20 - NetInsight Configuration Files
ExampleExample
<indextablespace>INDX</indextablespace>
Unica NetInsight - Administrator's Guide
N22F0001
licenselicenseThe <<licenselicense>> element is a container element for the license settings elements:<<serialnumberserialnumber>> and <<activationkeyactivationkey>>. The <<licenselicense>> element has no attributes and novalue.
ExampleExample
<license>
<serialnumber>eval</serialnumber>
<activationkey>eval</activationkey>
</license>
N2300001
localelocaleThe <<localelocale>> element customizes the administrative interface for your locale. If theelement is missing, the defaults are used. This element has four attributes; each onecorresponds to an option on the LocaleLocale optionsoptions page in the administrative options.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
timeformat Display time as 12hr, 24hr 12hr
dateformat Display date as mdy, dmy, ymd mdy
charset Character set latin1, latin2, sjis, big5, latin1gb2312, euckr, user
language Language Two-character language enidentifier
This element has no child elements and no value.
ExampleExample
<locale timeformat="12hr" dateformat="mdy"
charset="latin1" language="en"/>
N2310001
404
NetTracker.cfg: NetInsight Program Configuration File
logbrowsinglogbrowsingThe <<logbrowsinglogbrowsing>> element sets the EnableEnable loglog filefile browsingbrowsing option on the AdvancedAdvancedoptions page of the administrative options. If the element is present, the option is set. Ifit is missing, the option is not set. This element has no attributes, no child elements, andno value.
ExampleExample
<logbrowsing/>
405
N2320001
logformatslogformatsThe <<logformatslogformats>> element contains a list of custom log formats. This list displays on theCustomCustom LogLog FormatsFormats page of the administrative options. The <<logformatslogformats>> element hasno attributes and no value. Use the child element <<logformatlogformat>> to specify the actualformats. The value of the <<logformatlogformat>> element is the name of the format. This elementhas one attribute.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
format Log format Any valid log format*
* For details on valid log formats, including mandatory field identifiers, see the UnicaNetInsight User's Guide or online help.
ExampleExample
<logformats>
<logformat format="%HOST% %IDENT% %USERNAME% [%DATETIME%]
"%REQUEST%" %STATUS% %BYTES%
"%REFERRER%" "%USERAGENT%"
"%SANECOOKIE%" %SANESTOP% %TIMETAKEN%">
NCSA Combined plus plug-in
</logformat>
</logformats>
N2330001
loginexpirationloginexpirationThe <<loginexpirationloginexpiration>> element sets the LoginsLogins expireexpire option on the AuthenticationAuthentication pageof the administrative options. The possible values are never and session. The default isnever. This element has no attributes and no child elements. It must be contained bythe <<authenticationauthentication>> element.
Version 8.2.1
20 - NetInsight Configuration Files
ExampleExample
<loginexpiration>never</loginexpiration>
Unica NetInsight - Administrator's Guide
N2340001
mailfrommailfromThe <<mailfrommailfrom>> element sets the From address option on the Email page of theadministrative options. This element has no attributes and no child elements. It must becontained by the <<emailemail>> element.
ExampleExample
<mailfrom> Unica [email protected]</mailfrom>
N2350001
mailservermailserverThe <<mailservermailserver>> element sets the MailMail serverserver (SMTP)(SMTP) optionoption on the EmailEmail page of theadministrative options. This element has one attribute.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
port Mail server port Any number up to 2565,535
ExampleExample
<mailserver port="25">mail.unica.com</mailserver>
N2360001
maxcachemaxcacheThe <<maxcachemaxcache>> element specifies how database items will be cached on the client.This element has five attributes.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
visits Number of hash buckets Any number equal to or 61440used when caching vis- greater than 2its
views Number of views to Any number equal to or 0store before forcing a greater than 0checkpoint
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NetTracker.cfg: NetInsight Program Configuration File
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
errors Number of errors to Any number equal to or 0store before forcing a greater than 2*checkpoint
ids Number of hash buckets Any number equal to or 15013used when caching IDs greater than 2*
maxdb The amount of memory Any number equal to or(in MB) to be used for greater than 10cached elements
* This value should be a prime number for optimal performance.
The <<maxcachemaxcache>> element has no value and no child elements. It must be contained bythe <<databasedatabase>> element.
ExampleExample
<maxcache visits="512" views="0" errors="0" ids="503"/>
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N2370002
maxcompletedperusermaxcompletedperuserThe <<maxcompletedperusermaxcompletedperuser>> element specifies the maximum number of reports withthe status of Canceled by Admin, Completed, or Failed that a user is allowed to retain inthe Inbox. This element has no attributes and no child elements. It must be containedby the <<reportinboxreportinbox>> element. The value of the <<maxcompletedperusermaxcompletedperuser>> element is thenumber of reports. The default value is 100.
ExampleExample
<maxcompletedperuser>50</maxcompletedperuser>
N2380001
maxdnsrequestsmaxdnsrequestsThe <<maxdnsrequestsmaxdnsrequests>> element sets the MaximumMaximum simultaneoussimultaneous DNSDNS requestsrequests optionon the DNSDNS page of the administrative options. The default is 2000. This element hasno attributes and no child elements.
ExampleExample
<maxdnsrequests>1000</maxdnsrequests>
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maxqueuedlinesmaxqueuedlinesThe <<maxqueuedlinesmaxqueuedlines>> element specifies how many log file lines are queued for theimport process. The import process is comprised of two separate threads: the parserand the loader.
The <<maxqueuedlinesmaxqueuedlines>> element has two attributes.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
parser Number of log file lines Any number 0 (single CPU) 2000queued for the parser (multiple CPUs)
sorter* Number of log file lines Any number 10000sorted into chronologicalorder
* This attribute only applies to logs in Netscape Flexible format, NCSACommon/Combined format, or a custom format.
Setting an attribute to 0 turns off the corresponding thread.
The <<maxqueuedlinesmaxqueuedlines>> element has no value and no child elements.
ExampleExample
<maxqueuedlines parser="2000" sorter="10000"/>
Unica NetInsight - Administrator's Guide
N23A0002
maxrunningglobalmaxrunningglobalThe <<maxrunningglobalmaxrunningglobal>> element specifies the maximum number of reports with thestatus of Running allowed in the system, regardless of who requested them. Thiselement has no attributes and no child elements. It must be contained by the<<reportinboxreportinbox>> element. The value of the <<maxrunningglobalmaxrunningglobal>> element is the number ofreports. The default value is 200. A value of 0 means there is no limit.
ExampleExample
<maxrunningglobal>10</maxrunningglobal>
N23B0002
maxrunningperusermaxrunningperuserThe <<maxrunningperusermaxrunningperuser>> element specifies the maximum number of reports with thestatus of Running allowed per user. This element has no attributes and no childelements. It must be contained by the <<reportinboxreportinbox>> element. The value of the<<maxrunningperusermaxrunningperuser>> element is the number of reports. The default value is 5. A valueof 0 means there is no limit.
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NetTracker.cfg: NetInsight Program Configuration File
ExampleExample
<maxrunningperuser>5</maxrunningperuser>
409
N23C0001
methodmethodThe <<methodmethod>> element sets the AuthenticateAuthenticate usingusing option on the AuthenticationAuthentication page ofthe administrative options. The possible values are external, internal, webserver, andUnica. The default is internal. This element has no attributes and no child elements. Itmust be contained by the <<authenticationauthentication>> element.
ExampleExample
<method>external</method>
N23D0001
networknetworkThe <<networknetwork>> element is a container element for the network settings elements:<<httpproxyhttpproxy>>, <<dnsserverdnsserver>>, and <<passiveftppassiveftp>>. The <<networknetwork>> element has no attributesand no value.
ExampleExample
<network>
<httpproxy port="80">172.16.96.7</httpproxy>
<dnsserver>172.16.45.2</dnsserver>
</network>
N23E0001
pagesizepagesizeThe <<pagesizepagesize>> element specifies the page size to be used for newly created SQLiteprofile data files. This page size will not apply to miscellaneous SQLite data file usedelsewhere within Unica NetInsight. The <<pagesizepagesize>> element has no attributes and nochild elements. It must be contained by the <<databasedatabase>> element. The value of the<<pagesizepagesize>> element is the size of the page in number of bytes. (The number must be apower of two.) The default is 1024.
This element applies only to Unica NetInsight for SQLite.
ExampleExample
<pagesize>512</pagesize>
N23F0001
Version 8.2.1
20 - NetInsight Configuration Files
passiveftppassiveftpThe <<passiveftppassiveftp>> element sets the UseUse passivepassive modemode FTPFTP option on the ProxiesProxiesSettingsSettings page of the administrative options. If the element is present, the option is set. Ifit is missing, the option is not set. This element has no attributes, no child elements, andno value. It must be contained by the <<networknetwork>> element.
ExampleExample
<passiveftp/>
Unica NetInsight - Administrator's Guide
N2400001
pathseppathsepThe <<pathseppathsep>> element specifies the character used to separate directories in filepaths. For Windows, the character is a backward slash (\). For UNIX, the character is aforward slash (/). The <<pathseppathsep>> element has no attributes and no child elements. Thiselement must be contained by the <<platformplatform>> element.
ExampleExample
<pathsep>\</pathsep>
N2410001
platformplatformThe <<platformplatform>> element is a container element for the platform settings elements:<<progdirprogdir>>, <<htmldirhtmldir>>, <<htmlurlhtmlurl>>, <<cgidircgidir>>, <<cgiurlcgiurl>>, <<pathseppathsep>>, <<cgiextensioncgiextension>>, and<<linefeedslinefeeds>>. The <platformplatform>> element has no attributes and no value.
ExampleExample
<platform>
<progdir>c:\Program Files\Unica NetInsight\</progdir>
<htmldir>c:\inetpub\wwwroot\Unica NetInsight\</htmldir>
<htmlurl>http://www.unica.com/Unica NetInsight/</htmlurl>
<cgidir>c:\inetpub\scripts\Unica NetInsight\</cgidir>
<cgiurl>http://www.unica.com/scripts/Unica NetInsight/</cgiurl>
<pathsep>\</pathsep>
<cgiextension>exe</cgiextension>
<linefeeds>lf</linefeeds>
</platform>
N2420001
410
NetTracker.cfg: NetInsight Program Configuration File
pluginpluginThe <<pluginplugin>> element specifies the plug-in to be used to perform external authenticationand/or retrieve a user's full name and email address. The value must be a path and filename for an NTDI API plug-in capable of performing external authentication. Thiselement has one attribute.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
conf Full path to conduit con- Path and file name offig the configuration file to
be passed to the plug-in
This attribute has no child elements. It must be contained by the <<authenticationauthentication>>element.
ExampleExample
<plugin conf="./ldapauth.conf">./ldapauth.so</plugin>
411
N2430002
processlogprocesslog elementelementThe <<processlogprocesslog>> element enables Unica NetInsight process logging. It is present(process logging enabled) by default.
ExampleExample
<processlog/>
N2440001
progdirprogdirThe <progdir> element specifies the path for the Unica NetInsight program directory.The <<progdirprogdir>> element has no attributes and no child elements. This element must becontained by the <<platformplatform>> element.
ExampleExample
<progdir>c:\Program Files\Unica NetInsight\</progdir>
N2450002
reportinboxreportinboxThe <<reportinboxreportinbox>> element is a container element for the <<maxrunningperusermaxrunningperuser>>,<<maxrunningglobalmaxrunningglobal>>, <<maxcompletedperusermaxcompletedperuser>>, and <<runreportschedulerrunreportscheduler>> element. The<<reportinboxreportinbox>> element has no attributes and no value.
Version 8.2.1
20 - NetInsight Configuration Files
ExampleExample
<reportinbox>
<maxrunningperuser>5</maxrunningperuser>
<maxrunningglobal>10</maxrunningglobal>
<maxcompletedperuser>50</maxcompletedperuser>
<runreportscheduler>true</runreportscheduler>
</reportinbox>
Unica NetInsight - Administrator's Guide
N2460002
reportlimitsreportlimitsThe <<reportlimitsreportlimits>> element is a container element for the sub-elements <<reportsreports>> and<<rowsrows>>. It has no attributes or value of its own.
The <<reportsreports>> element defines the maximum number of reports NetInsight will return ina single calendar month in response to GetReportData requests received through itsXML API. The default is one thousand. Once the specified limit is reached, subsequentrequests will return an error.
The <<rowsrows>> element defines the maximum number of report rows NetInsight will returnin a single calendar month in response to GetReportData requests received through itsXML API. The default is two million. Once the specified limit is reached, subsequentrequests will return an error. Note that the number represents the sum total of rowsreturned from the database and therefore is not limited to actual report rows.
For any month NetInsight recognizes whichever limit is reached first, <<reportsreports>> or<<rowsrows>>.
Note that these limits are only enforced if the ondemandondemand flag is set, meaning they donot pertain to Unica NetInsight Enterprise installations.
ExampleExample
<reportlimits>
<requests>1000</requests>
<rows>2000000</rows>
</reportlimits>
N2470001
reportsduringimportreportsduringimportThe <<reportsduringimportreportsduringimport>> element sets the EnableEnable reportsreports duringduring datadata importimport option onthe AdvancedAdvanced options page. If this element is present, the option is selected. If it isabsent, the option is not selected. This element has no attributes, no child elements,and no value.
This element only applies to Unica NetInsight for Oracle and Unica NetInsight forNetezza.
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NetTracker.cfg: NetInsight Program Configuration File
ExampleExample
<reportsduringimport/>
413
N2480001
reportsduringupdatereportsduringupdateThe <<reportsduringupdatereportsduringupdate>> element sets the EnableEnable reportsreports duringduring reportreport generationgenerationoption on the AdvancedAdvanced 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 childelements, and no value.
This element does not apply to Unica NetInsight for SQLite.
ExampleExample
<reportsduringupdate/>
N2490001
restrictprofilemanagerrestrictprofilemanagerThe <<restrictprofilemanagerrestrictprofilemanager>> element sets the RestrictRestrict accessaccess toto ProfileProfile ManagerManager optionon the AuthenticationAuthentication options page. If this element is present, the option is selected. If itis absent, the option is not selected. This element has no attributes, no child elements,and no value. This element must be contained by the <<authenticationauthentication>> element.
ExampleExample
<restrictprofilemanager/>
N24A0001
resultsetretentionresultsetretentionThe <<resultsetretentionresultsetretention>> element specifies the length of time that a temporary datatable is to be retained. (Temporary data tables are generated when a user requests acustom report.) The length of time must be specified in seconds. The default value forUnica NetInsight is 900 seconds. A value of 0 specifies that the temporary data tablesshould not be retained and should be deleted immediately after they are first used. Thiselement has no attributes and no child elements.
ExampleExample
<resultsetretention>800</resultsetretention>
N24B0002
Version 8.2.1
20 - NetInsight Configuration Files
runreportschedulerrunreportschedulerThe <<runreportschedulerrunreportscheduler>> element sets the RunRun QueuedQueued ReportsReports option on theAdvanced options page of the Administrative options. This element has no attributesand no child elements. It must be contained by the <<reportinboxreportinbox>> element. When the<<runreportschedulerrunreportscheduler>> element is set to true, the option is selected and the reportscheduler runs. When the element is set to false, the option is cleared and no reportsare generated.
ExampleExample
<runreportscheduler>true</runreportscheduler>
Unica NetInsight - Administrator's Guide
N24C0001
securesecureThis element applies only to installations on UNIX computers. It has no effect onWindows computers.
The <<securesecure>> element causes any new profile-related directories to be created withpermissions of 755 (readable, writeable, and accessible by the owner and readable andaccessible by anyone else) and any new profile-related data files to be created withpermissions 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 withpermissions of 666 (readable and writeable by any user). This element has noattributes, no child elements, and no value.
ExampleExample
<secure/>
N24D0001
serialnumberserialnumberThe <<serialnumberserialnumber>> element specifies the serial number for your license of UnicaNetInsight. This element has no attributes and no child elements. It must be containedby the <<licenselicense>> element.
ExampleExample
<serialnumber>eval</serialnumber>
N24E0001
414
NetTracker.cfg: NetInsight Program Configuration File
sourcesourceThe <<sourcesource>> element specifies the environment variable that supplies the user namesfor Web server authentication. This element has no attributes and no child element. Thevalue of the element is the name of the environment variable that supplies the usernames. If the <<sourcesource>> element is absent, the user names will come from theREMOTE_USERREMOTE_USER environment variable. This element must be contained by the<<authenticationauthentication>> element.
ExampleExample
<source>HTTP_IV_USER</source>
415
N24F0001
syncmodesyncmodeThe <<syncmodesyncmode>> element specifies how hard SQLite should try to ensure that data issafely written to disk. This element has no attributes and no child elements. It must becontained by the <<databasedatabase>> element. The value of the <<syncmodesyncmode>> element is aninteger (0, 1, or 2) corresponding to a setting for the synchronous parameter in SQLite.The default value is 2.
This element applies only to Unica NetInsight for SQLite.
This element is present in the Unica NetInsight configuration file only if it has beenmanually set to a value other than the default.
ExampleExample
<syncmode>1</syncmode>
N2500001
tempstoretempstoreThe <<tempstoretempstore>> element specifies where SQLite should store temporary tables andindices. This element has no attributes and no child elements. It must be contained bythe <<databasedatabase>> element. The value of the <<tempstoretempstore>> element is an integer (0, 1, or2) corresponding to a setting for the temp_storetemp_store parameter in SQLite. The default valueis 0.
This element applies only to Unica NetInsight for SQLite.
This element is present in the Unica NetInsight configuration file only if it has beenmanually set to a value other than the default.
Version 8.2.1
20 - NetInsight Configuration Files
ExampleExample
<tempstore>1</tempstore>
Unica NetInsight - Administrator's Guide
N2510001
tempstoredirtempstoredirThe <<tempstoredirtempstoredir>> element specifies the name of the directory in which SQLite willcreate temporary tables and indexes. (Temporary files created by SQLite are unlinkedimmediately after they are created, so they will normally not be visible in the givendirectory.) If this element is not present, Unica NetInsight determines a location for thetemporary files on its own. This element has no attributes and no child elements. It mustbe contained by the <<databasedatabase>> element. The value of the <<tempstoredirtempstoredir>> element is adirectory path.
This element applies only to Unica NetInsight for SQLite.
This element is present in the Unica NetInsight configuration file only if it has beenmanually set to a value other than the default.
ExampleExample
<tempstoredir>C:\Temp\sqlite_temp</tempstoredir>
N2520001
titleresolutiontimeouttitleresolutiontimeoutThe <<titleresolutiontimeouttitleresolutiontimeout>> element specifies how long Unica NetInsight waits for aresponse from the Web server when resolving page titles. This element has noattributes and no child elements. The value of this element is the number of secondsUnica NetInsight should wait for a response from the Web server; the default is 4seconds.
ExampleExample
<titleresolutiontimeout>6</<titleresolutiontimeout>
N2150002
Web.cfgWeb.cfg :: GlobalGlobal ProfileProfile ConfigurationConfiguration FileFile■ About the global profile configuration file■ aggdeffile■ aggsrequired■ bannerads■ browsers
416
Web.cfg : Global Profile Configuration File
■ 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
Version 8.2.1 417
20 - NetInsight Configuration Files
■ keywordrules■ levels■ linklength■ locale■ localkeywords■ logs■ maildebug■ 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■ schemafile■ securityrealms■ seed
418 Unica NetInsight - Administrator's Guide
Web.cfg : Global Profile Configuration File
■ segment■ servers■ sessionization■ siteurl■ spiders■ summarysize■ tagimages■ title■ titlelength■ titles■ unexcludedpages■ unresolvedtitles■ url■ urlsearchrules■ user■ userlookup■ variablesfile■ viewlist■ virtual■ visitorlookup■ visitorprofiles■ visitthreshold■ writebatchsize
N215000B
AboutAbout thethe globalglobal profileprofile configurationconfiguration filefileThe global profile configuration file (web.cfg) contains all of the default optionsavailable under the EditEdit ProfileProfile OptionsOptions option.
The first element in the file is <<weboptionsweboptions>>. This a container element. All other entriesin the file must be within <<weboptionsweboptions>>.
N2530001
aggdeffileaggdeffileThe <<aggdeffileaggdeffile>> element specifies the file from which Unica NetInsight should readaggregate definitions. This element has no attributes and no child elements. The valueof the element is the filename of the aggregate definition file to use. The file must belocated in the Unica NetInsight/data/directory. If this element is missing, UnicaNetInsight uses the default aggregate definition file for the profile.
ExampleExample
<aggdeffile>myaggdefs.xml</aggdeffile>
419Version 8.2.1
20 - NetInsight Configuration Files
N2540001
aggsrequiredaggsrequiredThe <<aggsrequiredaggsrequired>> element specifies that an aggregate definition file must be loadedsuccessfully or an error will be generated. This element has no attributes, no childelements, and no value. If the element is present, an aggregate definition file must beloaded successfully. If the element is missing, no error will be generated if theaggregate definition file is missing.
ExampleExample
<aggsrequired/>
Unica NetInsight - Administrator's Guide
N2550001
banneradsbanneradsThe <<banneradsbannerads>> element contains a list of banner ads you want to track. This listappears on the BannerBanner AdsAds page. The <<banneradsbannerads>> element has no attributes and novalue. Each banner ad is specified using the child element <<banneradbannerad>>. The value ofthe <<banneradbannerad>> element is the name of the banner ad. The <<banneradbannerad>> element hastwo attributes.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
file Full path of graphic Any path
url URL to link to Any URL
ExampleExample
<bannerads>
<bannerad file="/graphics/bannerad1.jpg"
url="http://www. Unica.com">
ACME banner ad
</bannerad>
</bannerads>
N2560001
browsersbrowsersThe <<browsersbrowsers>> element contains a list of the browser names that will appear inreports. This list appears on the BrowsersBrowsers page. The <<browsersbrowsers>> element has noattributes and no value. Each browser is specified using the child element <<browserbrowser>>.The <<browserbrowser>> element has two attributes and no value.
420
Web.cfg : Global Profile Configuration File
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
appendversion Append the version true, false falsenumber
name Name of browser Any alphanumeric char-acters
The individual members of each browser group are specified using the child element<<membermember>>. The value of the <<membermember>> element is the text used to determine if abrowser is to be included in the group.
ExampleExample
<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>
421
N2570001
campaignscampaignsThe <<campaignscampaigns>> element contains a list of all the campaigns you want UnicaNetInsight to track. This list appears on the CampaignsCampaigns page. The <<campaignscampaigns>>element has no attributes and no value. Each campaign is specified using the childelement <<campaigncampaign>>. The <<campaigncampaign>> element has one attribute and no value.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name Name of campaign Any alphanumeric char-acters
Campaign channels are specified using the <<channelchannel>> element.
ExampleExample
<campaigns>
<campaign name="Offer">
<channel name="checkdomain" type="bannerad">
<segment name="Ad Segment 1">
<member method="equals">promo</member>
Version 8.2.1
20 - NetInsight Configuration Files
</segment>
<segment name="Ad Segment 2">
<member method="equals">demo</member>
</segment>
</channel>
</campaign>
</campaigns>
Unica NetInsight - Administrator's Guide
N2580001
casesensitivepagescasesensitivepagesThe <<casesensitivepagescasesensitivepages>> element sets the CaseCase sensitivesensitive pagespages option on theGeneralGeneral optionsoptions page. If the element is present, the option is selected. If it is absent, theoption is not selected. This element has no attributes, no child elements, and no value.
ExampleExample
<casesensitivepages/>
N2590001
casesensitiveusernamescasesensitiveusernamesThe <<casesensitiveusernames/casesensitiveusernames/>> element sets the CaseCase sensitivesensitive useruser namesnames option onthe GeneralGeneral optionsoptions 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 novalue.
ExampleExample
<casesensitiveusernames/>
N25A0001
connectionconnectionThe <<connectionconnection>> element is a container element for the information Unica NetInsightneeds to connect to an external module. This element must be contained by a<<modulemodule>> element. The <<connectionconnection>> element has no attributes and no value. Use thechild elements <<urlurl>>, <<useruser>>, and <<passwordpassword>> to specify the connection information.
ExampleExample
<connection>
<url>http://www.paidsearchintegrationserver.coml</url>
<user>Unica</user>
422
Web.cfg : Global Profile Configuration File
<password>encryptedpassword</password>
423
</connection>
N25B0001
contentgroupscontentgroupsThe <<contentgroupscontentgroups>> element contains a list of content groups that categorize the clipson your streaming media server. This list appears on the ContentContent GroupsGroups page. The<<contentgroupscontentgroups>> element has no attributes and no value. Each content group isspecified using the child element <<contentgroupcontentgroup>>. The <<contentgroupcontentgroup>> element has oneattribute and no value.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name Name of content group Any alphanumeric char-acters
Use the child element <<membermember>> to specify the individual clips that are part of thecontent group. The value of the <<membermember>> element is the text used to determine whichclips are in the group.
ExampleExample
<contentgroups>
<contentgroup name="Concerts">
<member method="starts_with">/concerts</member>
</contentgroup>
<contentgroup name="Lectures">
<member method="starts_with">/lectures</member>
</contentgroup>
</contentgroups>
N25C0001
converttimesconverttimesThe <<converttimesconverttimes>> element sets the ConvertConvert datesdates andand timestimes toto locallocal timezonetimezone optionoptionon the AdvancedAdvanced optionsoptions page. If the element is present, the option is selected. If it isabsent, the option is not selected. This element has no attributes, no child elements,and no value.
ExampleExample
<converttimes/>
N25D0001
Version 8.2.1
20 - NetInsight Configuration Files
cookielookupcookielookupThe <<cookielookupcookielookup>> element sets the CookieCookie lookuplookup URLURL option on the LookupLookup ScriptsScriptspage. The value of the element is the script you want executed when the user clicks acookie in the CookieCookie SummarySummary. If the element is missing, the option will be blank. Thiselement has no attributes and no child elements.
ExampleExample
<cookielookup>
http://host.domainname.com/scripts/weblookup.exe?cookie=
</cookielookup>
Unica NetInsight - Administrator's Guide
N25E0001
custommetricscustommetricsThe <<custommetricscustommetrics>> element contains the list of custom metrics for the profile. This listappears on the CustomCustom MetricsMetrics optionsoptions page. This element has no attributes and novalue. Specify each custom emtric using the child element <<custommetriccustommetric>>. The<<custommetriccustommetric>> element has eight attributes.
AttributeAttribute CorrespondingCorresponding OptionOption PossiblePossible valuesvalues DefaultDefault
name Name Any alphanumeric char-acters
type Select custom metric filtered, multiinputtype
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 falsetotal
precision Precision Any number from 1 to 8
The <<custommetriccustommetric>> element can contain the child elements <<displaynamedisplayname>>,<<descriptiondescription>>, <<basemetricbasemetric>>, <<filterinstancesfilterinstances>>, <<metric1metric1>>, <<metric2metric2>>, and <<operationoperation>>.
• The <<displaynamedisplayname>> element specifies the title for the metric. This element has noattributes and no child elements. The value of the element is the metric title.
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Web.cfg : Global Profile Configuration File
• The <<descriptiondescription>> element specifies the description for the metric. The descriptionappears as the text for the metric's column in the report’s page help. This elementhas no attributes and no child elements. The value of the element is the metricdescription.
• The <<basemetricbasemetric>> element specifies the metric that will provide the data to befiltered for the current metric. This element only applies to <<custommetriccustommetric>> elementswhose type attribute has a value of filtered. The <<basemetricbasemetric>> element has noattributes and no child elements. The value is the name of the base metric.
• The <<filterinstancesfilterinstances>> element specifies the filters for the metric. This element onlyapplies to <<custommetriccustommetric>> elements whose type attribute has a value of filtered. Fordetails on the <<filterinstancesfilterinstances>> element, see the document "Unica NetInsightDimension and Metric Filters."
• The <<metric1metric1>> element specifies the metric that you want to divide. This elementonly applies to <<custommetriccustommetric>> elements whose type attribute has a value ofmultiinput. The <<metric1metric1>> element has no attributes and no child elements. Thevalue of the element is the metric name.
• The <<metric2metric2>> element specifies the metric by which you want to divide. Thiselement only applies to <<custommetriccustommetric>> elements whose type attribute has a valueof multiinput. The <<metric1metric1>> element has no attributes and no child elements. Thevalue of the element is the metric name.
• The <<operationoperation>> element specifies the mathematical operation you want to apply tothe metrics specified by the <<metric1metric1>> and <<metric2metric2>> elements. The <<operationoperation>>element only applies to <<custommetriccustommetric>> elements whose type attribute has a valueof multiinput.
ExampleExample
<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>
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</filterinstance>
</filterinstances>
</custommetric>
</custommetrics>
Unica NetInsight - Administrator's Guide
N25F0001
dashboardsizedashboardsizeThe <<dashboardsizedashboardsize>> element sets the NumberNumber ofof valuesvalues perper dashboarddashboard graphgraph optionon the GeneralGeneral optionsoptions page. The default value is 5. This element has no attributes andno child elements.
ExampleExample
<dashboardsize>10</dashboardsize>
N2600001
daterangedaterangeThe <<daterange/daterange/>> element restricts Unica NetInsight to a specified date range of logfiles. Unica NetInsightwill not analyze any log file data outside of the date range. If theelement is missing, Unica NetInsight will analyze all of the log file data.
This element has two possible attributes. Each attribute corresponds to an option on theIncluded Dates page.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
start Starting date Any Julian date
end Ending date Any Julian date
ExampleExample
<daterange start="2449719" end="2451545"/>
N2610001
defaultsdefaultsThe <<defaultsdefaults>> element specifies the default role and default view for a profile. Thiselement is present only when a value other than (None)(None) has been selected for thedefault role, the default view, or both.
The <<defaultsdefaults>> element has two possible attributes, each of which has a correspondingoption on the profileprofile DefaultsDefaults page. Each attribute appears only if the correspondingoption is set to a value other than (None)(None).
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Web.cfg : Global Profile Configuration File
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
role Default role role_name/_noaccess)
view Default view view_name
ExampleExample
<defaults role="limited" view="marketing"/>
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N2620001
departmentsdepartmentsThe <<departmentsdepartments>> element contains a list of departments that group the traffic onserver. This list appears on the DepartmentsDepartments options page. The <<departmentsdepartments>> elementhas one attribute and no value.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
click Departments defined hosts, users hostsprimarily by
Each department is specified using the child element <<departmentdepartment>>. The <<departmentdepartment>>element has one attribute and no value.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name Name of department Any alphanumeric char-acters
The individual members of each department are specified using the child element<<membermember>>. The <<membermember>> element uses both the method and type attributes insidethe <<departmentdepartment>> element. The type attribute has two possible values: host and user.The default value is host. The value of the <<membermember>> element is the host or user name.
ExampleExample
<departments>
<department name="Sales">
<member type="host" method="ends_with">.sales.company.com</member>
</department>
</departments>
N2630001
Version 8.2.1
20 - NetInsight Configuration Files
dimensionlistsdimensionlistsThe <<dimensionlistsdimensionlists>> element contains a list of dimension list definitions. The listappears on the DimensionDimension ListsLists optionsoptions page. This element has no attributes and novalue. Use the <<dimensionlistdimensionlist>> element to define each dimension list. The<<dimensionlistdimensionlist>> element has two attributes.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name Title of dimension list Any character stringless than 120 characters
id Name of dimension list Any character string of(one word) less than 30 characters
that starts with a letter,uses only alphanumericcharacters, hyphens, orunderscores, and doesnot match the name of asubdirectory in the pro-file's HTML directory
The <<dimensionlistdimensionlist>> element has no value. Use the child element <<groupgroup>> to specifyeach group in the list. The <<groupgroup>> element has one attribute.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name* Title of group Any character stringless than 120 characters
* Unica 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 beunique within the dimension list.
The <<groupgroup>> element has no value. Use the child element <<dimensiondimension>> to specify eachdimension in the group. The <<dimensiondimension>> element has two attributes.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name* Dimension title Any character stringless than 120 characters
target Dimension source Any dimension key
* Unica NetInsight will create an ID for the dimension by replacing any spaces andnon-alphanumeric characters in the name with underscores. Each dimension's IDmust be unique within the dimension list.
The <<dimensiondimension>> element has no child elements and no value.
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ExampleExample
<dimensionlists>
<dimensionlist name="My Dimension List" id="mylist">
<group name="Visitor Dimensions">
<dimension name="Host" target="host"/>
</group>
</dimensionlist>
</dimensionlists>
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dimensionsfiledimensionsfileThe <<dimensionsfiledimensionsfile>> element specifies a dimensions file to use with this profile. Thiselement has no attributes and no child elements. The value of the element is thefilename of the dimensions file to be used. The file must be located in the Unica
NetInsight/data/directory. If this element is missing, Unica NetInsight uses thedefault dimensions file for the profile type.
ExampleExample
<dimensionsfile>mydimensionsfile.xml</dimensionsfile>
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dirindexesdirindexesThe <<dirindexesdirindexes>> element contains a list of directory indexes. The <<dirindexesdirindexes>> elementhas no attributes and no value. Use the child element <<membermember>> to specify the indexes.Inside the <<dirindexesdirindexes>> element, Unica NetInsight ignores the method attribute of the<<membermember>> element. All entries are matched using ends_withends_with. The value of the<<membermember>> element is the name of the index.
ExampleExample
<dirindexes>
<member>/index.html</member>
</dirindexes>
N2660001
dmpackagesdmpackagesThe <<dmpackagesdmpackages>> element contains a list of all the data model extensions configuredfor the profile. This list appears on the Available data model extensions page. The<<dmpackagesdmpackages>> element has no attributes and no value. Each data model extension isspecified using the child element <<dmpackagedmpackage>>. The <<dmpackagedmpackage>> element has oneattribute and no value.
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AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name Name of the datamodel Any alphanumeric char-extension acters
The <<dmpackagedmpackage>> element contains two elements:
• <<dmextdmext>>, the value of which is the path and filename of the data model extensionsfile
• <<formatdbextformatdbext>>, the value of which is the path and filename of the output formattingextension file
You can specify the file locations using absolute or relative paths. Paths are relative tothe Unica NetInsight/data/ directory.
The <<dmextdmext>> and <<formatdbextformatdbext>> elements have no attributes.
If <<dmpackagesdmpackages>> this element is missing, Unica NetInsight uses the default dimensionsfile for the profile.
ExampleExample
<dmpackages>
<dmpackage name="Extension">
<dmext>
C:\Program Files\Unica NetInsight\data\myextensionsfile.xml
</dmext>
<formatdbext>
C:\Program Files\Unica NetInsight\data\myeoutputfile.xml
</formatdbext>
</dmpackage >
</dmpackages>
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donotconverttimesdonotconverttimesThe <<donotconverttimes/donotconverttimes/>> element sets the DoDo notnot convertconvert datesdates andand timestimes toto locallocal timetimezonezone option on the AdvancedAdvanced optionsoptions page. If the element is present, the option isselected. If it is absent, the option is not selected. This element has no attributes, nochild elements, and no value.
ExampleExample
<donotconverttimes/>
N2680001
dynamicpagesdynamicpagesThe <<dynamicpagesdynamicpages>> element contains a list of the dynamic pages for which the querystring will be treated as part of the page. This list appears on the DynamicDynamic PagesPages page.
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The <<dynamicpagesdynamicpages>> element has no attributes and no value. Use the child element<<membermember>> to specify each dynamic page. The value of the <<membermember>> element is thetext that identifies a dynamic page.
ExampleExample
<dynamicpages>
<member method="contains">/cgi-bin/</member>
<member method="ends_with">.exe</member>
</dynamicpages>
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N2690001
elementelementThe <<elementelement>> element specifies the database column on which the data is sampled.The <<elementelement>> element has no attributes and no child elements. The value of theelement is the name of the database column. Currently, VisitorID is the only supportedsampling element. The <<elementelement>> element must be contained by the <<samplingsampling>>element.
ExampleExample
<element>VisitorID</element>
N26A0001
emailalertsemailalertsThe <<emailalertsemailalerts>> element contains a list of email alerts. An email alert enables you tonotify one or more individuals via email when certain user-defined criteria are met at thecompletion of each update. The list of email alerts appears on the EmailEmail AlertsAlerts page.
The <<emailalertsemailalerts>> element has no attributes and no value. Each individual email alert isspecified using the child element <<emailalertemailalert>>. The <<emailalertemailalert>> element has sixattributes.
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AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
timeperiod Time period all, latest, today, yester- latestday, currentdays-<<num-num-berber>>, currentweeks-<<numbernumber>>, current-months-<<numbernumber>>, cur-rentquarters-<<numbernumber>>,currentyears-<<numbernumber>>,previousdays-<<num-num-berber>>, previousweeks-<<numbernumber>>, previous-months-<<numbernumber>>, pre-viousquarters-<<num-num-berber>>, previousyears-<<numbernumber>>, currentweek,currentmonth, current-quarter, currentyear,previousweek, previous-month, previousquarter,previousyear
name Name of alert Any alphanumeric char-acters
task Email task Any email task name
metric Metric Any valid metric name
compare Execute if calculated equalto, greaterthan, equaltovalue is greaterthanequalto,
lessthan, lessthanequal-to, notequalto
threshold (Unlabeled text entry Any numeric charactersbox)
The <<emailalertemailalert>> element has no value. Use the child element <<filterinstancesfilterinstances>> tospecify the filters that define the email alert.
ExampleExample
<emailalerts>
<emailalert timeperiod="previousweek" name="AnEmailAlert"
task="AnEmailTask" metric="views" compare="equalto"
threshold="5">
<filterinstances>
<filterinstance type="host" comparison="equals">
Acme
</filterinstance>
</filterinstances>
</emailalert>
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</emailalerts>
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emailtasksemailtasksThe <<emailtasksemailtasks>> element contains a list of email tasks. An email task links reports withrecipients so that you can send the reports to the recipients via email. The list of emailtasks appears on the EmailEmail TasksTasks page.
The <<emailtasksemailtasks>> element has no attributes and no value. Each individual email task isspecified using the child element <<emailtaskemailtask>>. The <<emailtaskemailtask>> element has sixattributes.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
exclude Specifies whether to ex- true, false falseclude from batch execu-tion
timeperiod Time period all, latest, today, yester- latestday, currentdays-<<num-num-berber>>, currentweeks-<<numbernumber>>, current-months-<<numbernumber>>, cur-rentquarters-<<numbernumber>>,currentyears-<<numbernumber>>,previousdays-<<num-num-berber>>, previousweeks-<<numbernumber>>, previous-months-<<numbernumber>>, pre-viousquarters-<<num-num-berber>>, previousyears-<<numbernumber>>, currentweek,currentmonth, current-quarter, currentyear,previousweek, previous-month, previousquarter,previousyear
format Format of reports csv, rtf, htmlnolinks, htmlhtml
subject Subject of email Any alphanumeric char-acters
name Name of task Any alphanumeric char-acters
from* From address Any alphanumeric char- Value for the FromFrom ad-ad-acters dressdress option on the
EmailEmail pagepage in the ad-ministrative options
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* The from attribute is present in the configuration file only when the value specifiedon the EmailEmail tasktask descriptiondescription page in the profile options differs from the valuespecified for the FromFrom addressaddress option in the administrative options.
The value of the <<emailtaskemailtask>> element is the additional text.
You can include summaries, dashboards, and saved custom reports in an email task.The child element <<summariessummaries>> contains the reports to send. The <<summariessummaries>>element has no attributes and no value. Use the child element <<summarysummary>> to specifyeach report. The value of the <<summarysummary>> element is as follows:
• For summaries, the value is the abbreviated summary name. For a list ofabbreviated summary names, see the <<summariessummaries>> element.
• For dashboards, the value is the abbreviated dashboard name.
DashboardDashboard AbbreviationAbbreviation
Content contentdash
Executive executive
Technical techdash
Traffic trafficdash
Visitor visdash
DashboardDashboard AbbreviationAbbreviation
Content contentdash
Executive executive
Technical techdash
Traffic trafficdash
Visitor visdash
• 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 CustomCustom tab. The ManagingManaging ReportsReports page opens.
3. View the HTML source code for this screen and then search for the list ofHTML <<optionoption>> tags. An <<optionoption>> tag for the saved custom report shouldappear in the list. For example:
<option value="custom003">My Report</option>
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In this example, the ID is custom003.
The reports are included in the email message in the order in which theyare listed in the <<summariessummaries>> element.
Use the child element <<recipientsrecipients>> to specify the recipients of thereports. The <<recipientsrecipients>> element has no attributes and no value. Usethe child element <<membermember>> to specify each recipient. (See the<<membermember>> element.) The value of the <<membermember>> element is an emailaddress.
ExampleExample
<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>
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entityentityThe <<entityentity>> element specifies the database table that contains the sampled element.The <<entityentity>> element has no attributes and no child elements. The value of the elementis the name of the database table. Currently, Visitor is the only supported samplingentity.
ExampleExample
<entity>Visitor</entity>
N26D0001
excludedagentsexcludedagentsThe <<excludedagentsexcludedagents>> element contains a list of user agents you do not want includedin the traffic analysis. This list appears on the ExcludedExcluded AgentsAgents page. If the<<excludedagentsexcludedagents>> element is missing, traffic from all user agents will be included in theanalysis. The <<excludedagentsexcludedagents>> element has no attributes and no value. Use the childelement <<membermember>> to specify the user agents. The value of the <<membermember>> element isthe text that determines which user agents are excluded.
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ExampleExample
<excludedagents>
<member method="starts_with">Microsoft-WebDAVMiniRedir</member>
</excludedagents>
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excludedhostsexcludedhostsThe <<excludedhostsexcludedhosts>> element contains a list of hosts that you do not want to include inthe traffic analysis. This list appears on the ExcludedExcluded HostsHosts page. If the<<excludedhostsexcludedhosts>> element is missing, traffic from all hosts will be included in theanalysis.
The <<excludedhostsexcludedhosts>> element has no attributes and no value. Use the child element<<membermember>> to specify the hosts. The value of the <<membermember>> element is the text thatdetermines which hosts are excluded.
ExampleExample
<excludedhosts>
<member method="ends_with">unica.com</member>
</excludedhosts>
N26F0001
excludedpagesexcludedpagesThe <<excludedpagesexcludedpages>> element contains a list of pages you do not want included in thetraffic analysis. This list appears on the ExcludedExcluded PagesPages page. If the <<excludedpagesexcludedpages>>element is missing, traffic to all pages will be included in the analysis.
The <<excludedpagesexcludedpages>> element has no attributes and no value. Use the child element<<membermember>> to specify the pages. The value of the <<membermember>> element is the text thatdetermines which pages are excluded.
ExampleExample
<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>
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excludedparametervaluesexcludedparametervaluesThe <<excludedparametervaluesexcludedparametervalues>> element contains a list of parameter values. This listappears on the Excluded ParameterParameter ValuesValues page. If the <<excludedparametervaluesexcludedparametervalues>>element is missing, all parameter values will be included in the analysis.
The <<excludedparametervaluesexcludedparametervalues>> element has no attributes and no value. Use the childelement <<membermember>> to specify the excluded parameter value rules. The value of each<<membermember>> element is the text that determines which parameter values are excluded.
ExampleExample
<excludedparametervalues>
<member type="param1" method="equals">images</member>
<member type="param2" method="equals">base</member>
</excludedparametervalues>
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excludedusersexcludedusersThe <<excludedusersexcludedusers>> element contains a list of users that you do not want to include inthe traffic analysis. This list appears on the ExcludedExcluded UsersUsers page. If the<<excludedusersexcludedusers>> element is missing, traffic from all users will be included in theanalysis.
The <<excludedusersexcludedusers>> element has no attributes and no value. Use the child element<<membermember>> to specify the users. The value of the <<membermember>> element is the text thatdetermines which users are excluded.
ExampleExample
<excludedusers>
<member method="equals">Bob</member>
</excludedusers>
N2720001
filtergroupsfiltergroupsThe <<filtergroupsfiltergroups>> element contains a list of filter groups. This list appears on the FilterFilterGroupsGroups page. If the <<filtergroupsfiltergroups>> element is missing, no filter groups will be available inthe profile.
The <<filtergroupsfiltergroups>> element has no attributes and no value. Use the child element<<filtergroupfiltergroup>> to specify the filter groups. The <<filtergroupfiltergroup>> element has two attributes.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name Name of filter group Any alphanumeric char-acters
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AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
filters Filters that belong to fil- Filter string for filterster group you entered for this
group
The value of the <<filtergroupfiltergroup>> element is the title of the filter group.
ExampleExample
<filtergroups>
<filtergroup name="test"
filters="brow_0=Netscape&_brow_0=0&_browtype_0=1">
Test Group
</filtergroup>
</filtergroups>
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N2730001
filterinstancesfilterinstancesThe <<filterinstancesfilterinstances>> element contains all the filters being applied to the element thatcontains the <<filterinstancesfilterinstances>> element. The <<filterinstancesfilterinstances>> element must be containedby a <<dimensiondimension>> or <<metricmetric>> element or by a <<filterfilter>>, <<visitorprofilevisitorprofile>>, or <<emailalertemailalert>>element in a configuration file. Each <<dimensiondimension>>, <<metricmetric>>, <<filterfilter>>, <<visitorprofilevisitorprofile>>, or<<emailalertemailalert>> element can contain only one <<filterinstancesfilterinstances>> element. The<<filterinstancesfilterinstances>> element has no value and no attributes.
Use the child element <<filterinstancefilterinstance>> to define each filter that is being applied to thedimension, 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<<filterinstancefilterinstance>> element vary depending on the type of filter being defined.
stringstring filtersfiltersThe <<filterinstancefilterinstance>> element used to define a string filter has three attributes.
AttributeAttribute DefinitionDefinition PossiblePossible valuesvalues DefaultDefault
type Type of filter being defi- Any alphanumeric char-ned—must match the actersname attribute of a <di-mension> element
comparison To evaluate dimension match_regexp, equalsor metric values against match_pattern,the filterinstance value starts_with, ends_with,
contains, equals
negate* Whether to negate the true, false falsecomparison
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* This attribute is optional.
The value of the <<filterinstancefilterinstance>> element is the string value of the filter. The<<filterinstancefilterinstance>> element for a string filter has no child elements.
ExampleExample
<filterinstance type="browser" comparison="equals" negate="true">
Microsoft
</filterinstance>
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numericnumeric filtersfiltersThe <<filterinstancefilterinstance>> element used to define a numeric filter has one attribute.
AttributeAttribute DefinitionDefinition PossiblePossible valuesvalues DefaultDefault
type Type of filter being defi- Any alphanumeric char-ned—must match the actersname attribute of a <di-mension> element
The value of the <<filterinstancefilterinstance>> element is the numeric value. The <<filterinstancefilterinstance>>element for a numeric filter has no child elements.
ExampleExample
<filterinstance type="cost">7</filterinstance>
listlist filtersfiltersList filters store multiple numeric values. The <<filterinstancefilterinstance>> element used to define alist filter has one attribute.
AttributeAttribute DefinitionDefinition PossiblePossible valuesvalues DefaultDefault
type Type of filter being defi- Any alphanumeric char-ned—must match the actersname attribute of a <di-mension> element of fil-tertype list
The <<filterinstancefilterinstance>> element has no value. Use the child element <<valuesvalues>> to specifythe numeric values in the list. The <<valuesvalues>> element has no attributes and no value.Use the child element <<valuevalue>> to specify each numeric value.
The <<valuevalue>> element has no attributes and no child element. The value of a <<valuevalue>>element is a numeric value.
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ExampleExample
<filterinstance type="dayofweek">
<values>
<value>1</target>
<value>2</target>
<value>5</target>
</values>
</filterinstance>
Unica NetInsight - Administrator's Guide
rangerange filtersfiltersRange filters define a numeric range. The <<filterinstancefilterinstance>> element used to define arange filter has one attribute.
AttributeAttribute DefinitionDefinition PossiblePossible valuesvalues DefaultDefault
type Type of filter being defi- Any alphanumeric char-ned—must match the actersname attribute of a <di-mension> element of fil-tertype range
The <<filterinstancefilterinstance>> element has no value. Use the child element <<rangerange>> to specify thenumeric range. The <<rangerange>> element has no attributes and no value. Use the childelements <<startstart>> and <<endend>> to specify the start and end of the range.
The <<startstart>> element has no attributes and no child elements. The value of the <<startstart>>element is the start value of the range.
The <<endend>> element has no attributes and no child elements. The value of the <<endend>>element is the end value of the range.
ExampleExample
<filterinstance type="numviews">
<range>
<start>1</start>
<end>4</end>
</range>
</filterinstance>
datedate filtersfiltersThe <<filterinstancefilterinstance>> element used to define a date filter has two attributes.
AttributeAttribute DefinitionDefinition PossiblePossible valuesvalues DefaultDefault
type Type of filter being defi- Any alphanumeric char-ned—must match the actersname attribute of a <di-mension> element
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AttributeAttribute DefinitionDefinition PossiblePossible valuesvalues DefaultDefault
comparison To evaluate dimension equals, between equalsor metric values againstthe filterinstance value
If the <<filterinstancefilterinstance>> element has a comparison attribute of type equals, the value ofthe element is the value used in the comparison. This value can be either a specificdate in the format YYYY-MM-DD or one of two keywords (today, yesterday).
If the <<filterinstancefilterinstance>> element has a comparison attribute of type between, the elementwill have no value. Use the child element <<rangerange>> or <<valuesvalues>> to specify the values touse in the comparison.
The <<rangerange>> element has no attributes and no value. Use the child elements <<startstart>>and <<endend>> to specify the start and end dates of the range.
The <<startstart>> element has no attributes and no child element. The value of the element isthe start date of the range, entered in the format YYYY-MM-DD.
The <<endend>> element has no attributes and no child element. The value of the element isthe end date of the range, entered in the format YYYY-MM-DD.
The <<valuesvalues>> element has no attributes and no value. Use the child element <<durationduration>>to specify the date duration to use in the comparison. The <<durationduration>> element has twoattributes.
AttributeAttribute DefinitionDefinition PossiblePossible valuesvalues DefaultDefault
type Type of date duration days, weeks, months,quarters, years
direction Relation of date duration previous, currentto present
The value of the <<durationduration>> element is the number of the specified date duration unitsdefining the date range.
ExampleExample
<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>
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pathpath filtersfiltersThe <<filterinstancefilterinstance>> element that defines a path filter has three attributes.
AttributeAttribute DefinitionDefinition PossiblePossible valuesvalues DefaultDefault
type Type of filter being defi- Any alphanumeric char-ned—must match the actersname attribute of a <di-mension> element
comparison To evaluate dimension match_start, match_end,or metric values against match_within,the filterinstance value match_exact
negate* Whether to negate the true, false falsecomparison
* This attribute is option.
The <<filterinstancefilterinstance>> element has no value. Use the child element <<valuesvalues>> to specifythe pages of the path filter. The <<valuesvalues>> element has no attributes and no value. Usethe child element <<valuevalue>> to specify each page of the path filter.
The <<valuevalue>> element has no attributes and no child elements. The value of the <<valuevalue>>element is a path.
The value of the <<durationduration>> element is the number of the specified date duration unitsdefining the date range.
ExampleExample
<filterinstance type="path" comparison="starts_with" negate="true">
<values>
<value>/support/NTR/faq.html</value>
<value>/products/NTR/</value>
</values>
</filterinstance>
Unica NetInsight - Administrator's Guide
retailretail actionaction filtersfiltersRetail action filters specify one or more retail actions. Retail action filters can only beused in Web server profiles. The <<filterinstancefilterinstance>> element used to define a retail actionfilter has one attribute.
AttributeAttribute DefinitionDefinition PossiblePossible valuesvalues DefaultDefault
type Type of filter being de- actiontypefined
The <<filterinstancefilterinstance>> element has no value. Use the child element <<valuesvalues>> to specifythe list of retail actions. The <<valuesvalues>> element has no attributes and no value. Use thechild element <<valuevalue>> to specify each retail action.
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The <<valuevalue>> element has no attributes and no child element. The value of a <<valuevalue>>element is a numeric value.
ValueValue DefinitionDefinition
1 Abandoned
2 Added
3 Purchased
4 Removed
5 Viewed
ExampleExample
<filterinstance type="actiontype">
<values>
<value>4</value>
</values>
</filterinstance>
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visitvisit typetype filtersfiltersThe <<filterinstancefilterinstance>> element used to define a visit type filter has one attribute.
AttributeAttribute DefinitionDefinition PossiblePossible valuesvalues DefaultDefault
type Type of filter being de- visittypefined
The <<filterinstancefilterinstance>> element has no value. Use the child element <<valuesvalues>> to specifythe visit type. The <<valuesvalues>> element has no attributes and no value. Use the childelement <<valuevalue>> to specify the numeric value that corresponds to the type of visit.
The <<valuevalue>> element has no attributes and no child element. The value of a <<valuevalue>>element is a numeric value.
ValueValue DefinitionDefinition
1 New
2 Repeat
ExampleExample
<filterinstance type="visittype">
<values>
<value>2</value>
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</values>
</filterinstance>
Unica NetInsight - Administrator's Guide
filterfilter groupsgroupsA filter group is a list of multiple filters that are applied together. The <<filterinstancefilterinstance>>element that specifies a filter group has one attribute.
AttributeAttribute DefinitionDefinition PossiblePossible valuesvalues DefaultDefault
type Type of filter being de- groupfined
The <<filterinstancefilterinstance>> element that specifies a filter group has no child elements. Thevalue of the <<filterinstancefilterinstance>> element is the name of the filter group. (Filter groups aredefined in the profile's configuration file.)
ExampleExample
<filterinstance type="group">
_errorgroup
</filterinstance>
N2740001
filterlistsfilterlistsThe <<filterlistsfilterlists>> element contains a list of filter list definitions. The list appears on theFilterFilter ListsLists optionoption page. This element has no attributes and no value. Use the <<filterlistfilterlist>>element to define each filter list. This element has two attributes.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name Title of filter list Any character stringless than 120 characters
id Name of filter list (one Any character string ofword) less than 30 characters
that starts with a letter,uses only alphanumericcharacters, hyphens, orunderscores, and doesnot match the name of asubdirector in the pro-file's HTML directory
The <<filterlistfilterlist>> element has no value. Use the child element <<groupgroup>> to specify eachfolder in the list. The <<groupgroup>> element has one attribute.
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AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name* Title of group Any character stringless than 120 characters
* Unica 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 beunique within the filter list.
The <<groupgroup>> element has no value. Use the child element <<filterfilter>> to specify each filterin the group. The <<filterfilter>> element has two possible attributes.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name Filter title Any character stringless than 120 characters
target** Filter source Any filter type
* Unica 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 beunique within the filter list.
** This attribute should only be used if the <<filterfilter>> element does not contain a<<filterinstancesfilterinstances>> element.
The <<filterfilter>> element has no value. If the end user is to be prompted for the specific filtervalue when the filter is applied, the <<filterfilter>> element should have no child elements. Ifthe specific filter value is to be predefined in the filter list, use the child element<<filterinstancesfilterinstances>> to specify the value. For details on the <<filterinstancesfilterinstances>> element, seethe document Unica NetInsight Filter XML.
ExampleExample
<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>
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ftpdebugftpdebugThe <<ftpdebug/ftpdebug/>> element enables the logging of debug information when you use FTPto access your log files. If the element is present, debug logging is enabled. If it isabsent, 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.
ExampleExample
<ftpdebug/>
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hidelinkshidelinksThe <<hidelinkshidelinks>> element prevents the report entries for files from being hyperlinks to theactual files. Normally, when reports reference a specific file, that reference is a hyperlinkto the file. For example, you can click on any file listed in the FileFile SummarySummary to downloadthe actual file. The <<hidelinkshidelinks>> element prevents Unica NetInsight Unica NetInsight fromcreating the hyperlinks. If the element is absent (the default), the hyperlinks are created.The <<hidelinkshidelinks>> element has no attributes, no child elements, and no value.
ExampleExample
<hidelinks/>
N2770001
hostgroupshostgroupsThe <<hostgroupshostgroups>> element contains a list of host groups, each of which can containmultiple hosts. The names of the host groups will appear in Unica NetInsight reports.This list appears on the HostHost GroupsGroups page. The <<hostgroupshostgroups>> element has no attributesand no value. Each host group is specified using the child element <<hostgrouphostgroup>>. The<<hostgroupshostgroups>> element has three attributes and no value.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
domain Domain of host group Any alphanumeric char-acters
name Name of host group Any alphanumeric char-acters
sessionize Use modified host for true, falsesessionization
Use the child element <<membermember>> to specify the individual members of each host group.(See the <<membermember>> element.) The value of the <<membermember>> entry is a domain name.
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ExampleExample
<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>
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N2780001
hostlookuphostlookupThe <<hostlookuphostlookup>> element sets the HostHost lookuplookup URLURL option on the LookupLookup ScriptsScriptspage. The value of the element is the script to execute when a user clicks a host in theHostHost SummarySummary. If the element is missing, the option will be blank. This element has noattributes and no child elements.
ExampleExample
<hostlookup>
http://host.domainname.com/scripts/weblookup.exe?host=
</hostlookup>
N2790001
ignoredfieldsignoredfieldsThe <<ignoredfieldsignoredfields>> element contains a list of fields whose values Unica NetInsightshould not store in the database. Do not modify this element without contactingtechnical support. The <<ignoredfieldsignoredfields>> element has no attributes and no value. Eachindividual field is specified using the child element <<ignoredfieldignoredfield>>. The <<ignoredfieldignoredfield>>element has no attributes and no child elements. Its value is the name of the field thatshould be ignored. There are two fields that can be ignored in FTP server profiles.
OptionalOptional FieldField ValueValue WhenWhen DisabledDisabled
Browser Unknown
BrowserBreakdown Unknown
Cookie None
Domain Unresolved
Keywords KeywordsID 0
PageBreakdown PageBrkdwnID 0
Version 8.2.1
20 - NetInsight Configuration Files
OptionalOptional FieldField ValueValue WhenWhen DisabledDisabled
Platform Unknown
Referrer None
ReferrerBreakdown None
User UserID 0
ExampleExample
<ignoredfields>
<ignoredfield>Browser</ignoredfield>
</ignoredfields>
Unica NetInsight - Administrator's Guide
N27A0001
includedagentsincludedagentsThe <<includedagentsincludedagents>> element contains a list of the user agents you want included inthe traffic analysis. This list appears on the IncludedIncluded AgentsAgents page. Traffic from useragents not on this list will not be analyzed. If the <<includedagentsincludedagents>> element is missing,traffic from all user agents will be included. The <<includedagentsincludedagents>> element has noattributes and no value. Use the child element <<membermember>> to specify the hosts. Thevalue of the <<membermember>> element is the text that determines which hosts are included.
ExampleExample
<includedagents>
<member method="starts_with">
Microsoft-WebDAVMiniRedir
</member>
</includedagents>
N27B0001
includedhostsincludedhostsThe <<includedhostsincludedhosts>> element contains a list of the hosts you want included in the trafficanalysis. This list appears on the IncludedIncluded HostsHosts page. Traffic from hosts not on this listwill not be analyzed. If the <<includedhostsincludedhosts>> element is missing, traffic from all hosts willbe included. The <<includedhostsincludedhosts>> element has no attributes and no value. Use the childelement <<membermember>> to specify the hosts. The value of the <<membermember>> element is the textthat determines which hosts are included.
ExampleExample
<includedhosts>
<member method="ends_with">.edu</member>
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Web.cfg : Global Profile Configuration File
</includedhosts>
449
N27C0001
includedpagesincludedpagesThe <<includedpagesincludedpages>> element contains a list of the pages you want included in thetraffic analysis. This list appears on the IncludedIncluded PagesPages page. Traffic to pages not onthis list will not be analyzed. If the <<includedpagesincludedpages>> element is missing, traffic from allpages will be included in the analysis. The <<includedpagesincludedpages>> element has no attributesand no value. Use the child element <<membermember>> to specify the pages. The value of the<<membermember>> element is the text that determines which pages are included.
ExampleExample
<includedpages>
<member method="contains">NetInsight</member>
</includedpages>
N27D0001
includedparametervaluesincludedparametervaluesThe <<includedparametervaluesincludedparametervalues>> element contains a list of included parameter values.This list appears on the Included ParameterParameter ValuesValues page. If the<<includedparametervaluesincludedparametervalues>> element is missing, all parameter values will be included inthe analysis. The <<includedparametervaluesincludedparametervalues>> element has no attributes and no value.Use the child element <<membermember>> to specify the included parameter value rules. Thevalue of each <<membermember>> element is the text that determines which parameter valuesare included.
ExampleExample
<includedparametervalues>
<member type="param1" method="equals">graphs</member>
<member type="param2" method="equals">bars</member>
</includedparametervalues>
N27E0001
includedusersincludedusersThe <<includedusersincludedusers>> element contains a list of the users you want included in the trafficanalysis. This list appears on the IncludedIncluded UsersUsers page. Traffic from users not on this listwill not be analyzed. If the <<includedusersincludedusers>> element is missing, traffic from all users willbe included in the analysis. The <<includedusersincludedusers>> element has no attributes and novalue. Use the child element <<membermember>> to specify the users. The value of the<<membermember>> element is the text that determines which users are included.
Version 8.2.1
20 - NetInsight Configuration Files
ExampleExample
<includedusers>
<member method="equals">jsmith</member>
<member method="equals">bjones</member>
</includedusers>
Unica NetInsight - Administrator's Guide
N27F0001
keywordruleskeywordrulesThe <<keywordruleskeywordrules>> element contains a list of the keyword parsing rules for the profile.This list appears on the Keywords page. The <<keywordruleskeywordrules>> element has no attributesand no value. Each keyword parsing rule is specified using the child element<<keywordrulekeywordrule>>. The <<keywordrulekeywordrule>> element has no value and two attributes.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name Name of keyword rule Any alphanumeric char-acters
type Type of rule page, querystring querystring
The <<keywordrulekeywordrule>> element contains the child elements <<includedsitesincludedsites>>,<<excludedurlsexcludedurls>>, and <<parametersparameters>>.
• The <<includedsitesincludedsites>> element contains the list of sites that should be searched usingthe keyword parsing rule. This list appears on the Only sites to be searched usingthe keyword rule page. The <<includedsitesincludedsites>> element has no attributes and no value.Use the child element <<membermember>> to specify each site. The value of the <<membermember>>element is the text that determines which sites are included.
• The <<excludedurlsexcludedurls>> element contains the list of URLs within the included sites thatyou do not want to be searched using the keyword parsing rule. This list appears onthe URLs that will not be searched using the keyword rule page. The<<excludedurlsexcludedurls>> element has no attributes and no value. Use the child element<<membermember>> to specify each excluded URL. The value of the <<membermember>> element isthe text that determines which URLs are excluded.
• The <<parametersparameters>> element contains the list of parameters that belong to thiskeyword rule. This list appears on the Parameters that belong to the keyword rulepage. The <<parametersparameters>> element has no attributes and no value. Use the childelement <<membermember>> to specify each parameter. The <<membermember>> element will have noattributes when it is contained in the <<parametersparameters>> element. The value of the<<membermember>>element is the parameter name.
ExampleExample
<keywordrules>
<keywordrule name="A9" type="page">
<includedreferrers>
<member method="equals">A9</member>
</includedreferrers>
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</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>
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N2800001
levelslevelsThe <<levelslevels>> element contains a list of each sampling level specified for the profile. The<<levelslevels>> element has no attributes and no value. Use the child element <<levellevel>> tospecify each level. The first <<levellevel>> element specifies the FullFull reporting mode samplelevel. The second <<levellevel>> element specifies the SampleSample reporting mode sample level.The <<levelslevels>> element must be contained by the <<samplingsampling>> element.
The <<levellevel>> element specifies a sampling level. The <<levellevel>> element has no attributesand no child element. The value of the <<levellevel>> element is the sampling percentage.
ExampleExample
<levels>
<level>100.000000</level>
<level>0.050000</level>
<levels>
N2810001
linklengthlinklengthThe <<linklengthlinklength>> element sets the LinkLink displaydisplay lengthlength option on the LinksLinks optionsoptions page.The possible values are numbers from 10 through 100 or Unlimited (represented inthe configuration file as a 0). If the element is missing, Unica NetInsight uses thedefault, which is 41. This element has no attributes and no child elements.
ExampleExample
<linklength>25</linklength>
N2820001
Version 8.2.1
20 - NetInsight Configuration Files
localelocaleThe <<localelocale>> element customizes the profile for your locale. If the element is missing,Unica NetInsight uses the defaults. This element has seven possible attributes. Eachattribute corresponds to an option on the LocaleLocale page.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
timeformat Display time as 12hr, 24hr 12hr
dateformat Display date as mdy, dmy, ymd mdy
charset Character set latin1, latin2, sjis, big5, latin1gb2312, euckr, user,UTF-8
weekbegins Week begins on sunday, monday sunday
weekendbegins Weekend saturday, friday saturday
language Language Two-character language enidentifier
currency Currency Generic, Dollar, Pound, DollarEuro, Yen
altdate* Log file date format mdy, dmy, ymd mdy
* The altdatealtdate attribute applies only to Microsoft IIS log files in the IISStandard/Extended log file format.
This element has no child elements and no value.
ExampleExample
<locale timeformat="12hr" dateformat="mdy" altdate="mdy"
charset="latin1" weekbegins="Sunday"
weekendbegins="saturday" language="en"/>
Unica NetInsight - Administrator's Guide
N2830001
localkeywordslocalkeywordsThe <<localkeywordslocalkeywords>> element contains a list of pages on your site that allow users toenter keywords. The list appears on the LocalLocal KeywordsKeywords page. If the <<localkeywordslocalkeywords>>element is missing, Unica NetInsight does not generate a report of the keywords usedon your site. The <<localkeywordslocalkeywords>> element has one optional attribute.
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Web.cfg : Global Profile Configuration File
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
parameter Local keyword parame- Any parameter that con-ter tains search words
ExampleExample
<localkeywords>
<member method="ends_with">search.cgi</member>
</localkeywords>
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N2840001
logslogsThe <<logslogs>> element contains a list of the log files you want to analyze. This list appearson the LogLog FilesFiles page. The <<logslogs>> element has no attributes and no value.
Use the child element <<logfilelogfile>> to specify the full path of each log file. The <<logfilelogfile>>element has one attribute.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
format Format of log file(s) auto, netscape, ncsa, autow3c, iis, msproxy, web-site, gauntlet, ibm, rap-tor, openmarket, wuftpd,ncftpd, cerfnet, squid,sidewinder, watchguard,real, (User defined va-lue—Custom Log For-mats)
ExampleExample
<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>
N2850001
Version 8.2.1
20 - NetInsight Configuration Files
maildebugmaildebugThe <<maildebugmaildebug>> element logs the SMTP conversation between Unica NetInsight andthe mail server when you email reports through the Email icon or by executing an emailtask. If this element is present in the profile configuration file, the conversation and otherrelevant information is logged in Unica NetInsight
/data/short_name/maildebug.log, where UnicaUnica NetInsightNetInsight is the UnicaNetInsight program directory, and short_nameshort_name is the name that appears in parenthesesin the AvailableAvailable profilesprofiles list in the Profile Manager.
This element has no attributes, no child elements, and no value. If this element isabsent, email debug logging is not enabled. Do not modify this element withoutcontacting technical support.
If you use the –email command-line option to execute multiple email tasks, onlythe last email task will be logged in maildebug.log when this element is presentin the profile configuration file.
ExampleExample
<maildebug/>
Unica NetInsight - Administrator's Guide
N2860001
maxpathlengthmaxpathlengthThe <<maxpathlengthmaxpathlength>> element sets the MaximumMaximum lengthlength ofof pathpath option on the GeneralGeneraloptionsoptions page. The possible values are numbers 2 through 10. If the element is missing,Unica NetInsight uses the default value, which is 5. This element has no attributes andno child elements.
ExampleExample
<maxpathlength>5</maxpathlength>
N2870001
membermemberThe <<membermember>> element specifies an item in a list. This element must be included insidea container element. The <<membermember>> element has one attribute.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
method How you determine if an equals, starts_with, equalsitem should be included ends_with, contains,in the list match_pattern*
* Use match_patternmatch_pattern for match the regular expression filters.
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Web.cfg : Global Profile Configuration File
The value of the <<membermember>> element depends on the container.N2880001
metriclistsmetriclistsThe <<metriclistsmetriclists>> element contains a list of metric list definitions. The list appears on theMetricMetric ListsLists optionsoptions page. This element has no attributes and no value. Use the<<metriclistmetriclist>> element to define each metric list. The <<metriclistmetriclist>> element has twoattributes.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name Title of metric list Any character stringless than 120 characters
id Name of metric list (one Any character string ofword) less than 30 characters
that starts with a letter,uses only alphanumericcharacters, hyphens, orunderscores, and doesnot match the name of asubdirectory in the pro-file's HTML directory
The <<metriclistmetriclist>> element has no value. Use the child element <<groupgroup>> to specify eachgroup in the list. The <<groupgroup>> element has one attribute.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name* Title of group Any character stringless than 120 characters
* Unica 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 beunique within the metric list.
The <<groupgroup>> element has no value. Use the child element <<metricmetric>> to specify eachmetric in the group. The <<metricmetric>> element has two attributes.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name* Metric title Any character stringless than 120 characters
target Metric source Any metric key
* Unica 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 beunique within the metric list.
Version 8.2.1 455
20 - NetInsight Configuration Files
The <<metricmetric>> element has no child elements and no value.
ExampleExample
<metriclists>
<metriclist name="My Metric List" id="mylist">
<group name="Traffic Metrics">
<metric name="Number of Sessions" target="sessions"/>
</group>
</metriclist>
</metriclists>
Unica NetInsight - Administrator's Guide
N2890001
metricsfilemetricsfileThe <<metricsfilemetricsfile>> element specifies a metrics file to use with this profile. This elementhas no attributes and no child elements. The value of the element is the filename of themetrics file to be used. The file must be located in the Unica NetInsight/data/
directory. If this element is missing, Unica NetInsight uses the default metrics file for theprofile type.
ExampleExample
<metricsfile>mymetricsfile.xml</metricsfile>
N28A0001
modulemoduleThe <<modulemodule>> element defines an external module to use in this profile. This elementmust be contained by the <<modulesmodules>> element. The <<modulemodule>> element has the followingattributes:
AttributeAttribute Description/CorrespondiDescription/Correspondi PossiblePossible valuesvalues DefaultDefaultngng OptionOption
name A unique, case-sensitive psitext string identifying aparticular implementa-tion of the module type
importenabled EnableEnable importimport check true, false falsebox
reportingenabled EnableEnable reportingreporting check true, false falsebox
The <<modulemodule>> element has no value. Use the <<connectionconnection>> child element to specifyconnection information for the module. Use the <<retrievebatchsizeretrievebatchsize>> and<<writebatchsizewritebatchsize>> child elements to control batch sizes for this module.
456
Web.cfg : Global Profile Configuration File
ExampleExample
<module name="psi" importenabled="true" reportingenabled="true">
457
<connection>
<url>http://www.paidsearchintegrationserver.com</url>
<user>Unica</user>
<password>encryptedpassword</password>
</connection>
<retrievebatchsize>10000</retrievebatchsize>
<writebatchsize>50000</writebatchsize>
</module>
N28B0001
modulesmodulesThe <<modulesmodules>> element is a container element for external modules that are used inthis profile. The <<modulesmodules>> element has no attributes and no value. Use the childelement <<modulemodule>> to specify each module.
ExampleExample
<modules>
<module name="psi" importenabled="true" reportingenabled="true">
<connection>
<url>http://www.paidsearchintegrationserver.com</url>
<user>Unica</user>
<password>encryptedpassword</password>
Version 8.2.1
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</connection>
Unica NetInsight - Administrator's Guide
<retrievebatchsize>10000</retrievebatchsize>
<writebatchsize>50000</writebatchsize>
</module>
</modules>
N28C0001
nodefaultautoupdatenodefaultautoupdateThe <<nodefaultautoupdate/nodefaultautoupdate/>> element disables the AutomaticallyAutomatically updateupdate reportreport option onthe Saving the Report options page for a custom report. If this element is present, theAutomaticallyAutomatically updateupdate reportreport option is not selected for any new custom reports. If thiselement is absent, the option is selected for any new custom reports. This element hasno attributes, no child elements, and no value.
This element has been replaced with the <<nodefaultautoupdatefull/nodefaultautoupdatefull/>> and<<nodefaultautoupdatesample/nodefaultautoupdatesample/>> elements in new profiles.
ExampleExample
<nodefaultautoupdate/>
N28D0001
nodefaultautoupdatefullnodefaultautoupdatefullThe <<nodefaultautoupdatefull/nodefaultautoupdatefull/>> element disables the AutomaticallyAutomatically updateupdate fullfull reportreportoption on the Saving the Report options page for a custom report. If this element ispresent, the AutomaticallyAutomatically updateupdate fullfull reportreport option is not selected for any new customreports. If this element is absent, the option is selected for any new custom reports. Thiselement has no attributes, no child elements, and no value.
ExampleExample
<nodefaultautoupdatefull/>
N28E0001
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Web.cfg : Global Profile Configuration File
nodefaultautoupdatesamplenodefaultautoupdatesampleThe <<nodefaultautoupdatesample/nodefaultautoupdatesample/>> element disables the AutomaticallyAutomatically updateupdate samplesamplereportreport option on the Saving the Report options page for a custom report. If this elementis present, the AutomaticallyAutomatically updateupdate samplesample reportreport option is not selected for any newcustom reports. If this element is absent, the option is selected for any new customreports. This element has no attributes, no child elements, and no value.
ExampleExample
<nodefaultautoupdatesample/>
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N28F0001
noimportreindexnoimportreindexThe <<noimportreindexnoimportreindex>> element disables the dropping and recreating of databaseindexes during import. If you are using Unica NetInsight as an ETL tool, you shouldconsider using this element. If the element is absent (which it is by default), the indexesare dropped and recreated during import. This element has no attributes, no childelements, and no value.
The <<noimportreindexnoimportreindex>> element will not prevent reindexing if the MiscMisc table saysreindexing needs to be done.
This element does not apply to Unica NetInsight for SQLite.
ExampleExample
<noimportreindex/>
N2900001
nonreportabledimensionsnonreportabledimensionsThe <<nonreportabledimensionsnonreportabledimensions>> element contains the list of non-reportable dimensions.(A non-reportable dimension will not appear on the DiscoveryDiscovery PanelPanel or in reports even ifthe log file data and profile options support it.)
This list appears in the AvailableAvailable DimensionsDimensions list on the Reportable Dimensions page.The <<nonreportabledimensionsnonreportabledimensions>> element has no attributes and no value. Use the childelement <<nonreportabledimensionnonreportabledimension>> to specify each non-reportable dimension. The<<nonreportabledimensionnonreportabledimension>> element has no attributes and no child elements. The valueof the element is the dimension name.
ExampleExample
<nonreportabledimensions>
<nonreportabledimension>content<nonreportabledimension>
<nonreportabledimension>domain<nonreportabledimension>
Version 8.2.1
20 - NetInsight Configuration Files
<nonreportabledimensions>
Unica NetInsight - Administrator's Guide
N2910001
notableanalysisnotableanalysisThe <<notableanalysis/notableanalysis/>> element disables periodic table analysis. If the element isabsent (which it is by default), periodic table analysis is enabled. This element has noattributes, no child elements, and no value.
This element applies only to Unica NetInsight for Oracle, MySQL, and DB2.
ExampleExample
<notableanalysis/>
N2920001
ntadtrackntadtrackThe <<ntadtrackntadtrack>> element sets the FullFull pathpath ofof ntadtrack.cgintadtrack.cgi (or ntadtrack.exentadtrack.exe) option onthe BannerBanner AdsAds page. If the element is missing, the option will be blank. This elementhas no attributes and no child elements.
ExampleExample
<ntadtrack>/cgi-bin/ntadtrack.exe</ntadtrack>
N2930001
ntdintdiThe <<ntdintdi>> element contains a list of data conduits. This list appears on the DataDataConduitsConduits page. If the <<ntdintdi>> element is missing, Unica NetInsight will not use dataconduits. The <<ntdintdi>> element has no attributes and no value. Use the child element<<pluginplugin>> to specify each plug-in. The <<pluginplugin>> element has three attributes.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
type Conduit tasks cookie, department,email, host, pagetitle,param_ param-nameparam-name,rwpage, rwparam_ par-par-am-nameam-name, user, visitor ee
conf Full path to conduit con- Any path and filenamefig
name Name of data conduit Any alphanumeric char-acters
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Web.cfg : Global Profile Configuration File
The value of the <<pluginplugin>> element is the plug-in library. The <<pluginplugin>> element has nochild elements.
ExampleExample
<ntdi>
<plugin type="host" conf="ntdiodbc.conf" name="host info">
ntdiodbc.dll
</plugin>
<plugin type="visitor" conf="ntdiodbc.conf" name="visitor info">
ntdiodbc.dll
</plugin>
</ntdi>
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N2940001
ntlinktrackntlinktrackThe <<ntlinktrackntlinktrack>> element sets the FullFull pathpath ofof ntlinktrack.cgintlinktrack.cgi (or ntlinktrack.exentlinktrack.exe) optionon the LinksLinks page. If the element is missing, the option will be blank. This element hasno attributes and no child elements.
ExampleExample
<ntlinktrack>/cgi-bin/ntlinktrack.exe</ntlinktrack>
N2950001
outdefextoutdefextThe <<outdefextoutdefext>> element specifies the output formatting extensions file to use with thisprofile. The <<outdefextoutdefext>> element has no attributes and no child elements. The value isthe full path and file name of the output formatting extensions file.
ExampleExample
<outdefext>
C:\Program Files\NetInsight\OutputFiles\output1.xml
</outdefext>
N2960001
parametersparametersThe <<parametersparameters>> element contains a list of parameters you want to track. This listappears on the Parameters page. The <<parametersparameters>> element has no attributes and novalue. Each parameter is specified using the child element <<parameterparameter>>. The<<parameterparameter>> element has ten attributes and no value.
Version 8.2.1
20 - NetInsight Configuration Files
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
type Type of parameter file, field, meta
coltitle Column title Any alphanumeric char-acters
grtitleasc Graph title (Ascending) Any alphanumeric char-acters
grtitledsc Graph title (Descending) Any alphanumeric char-acters
lookupurl Parameter lookup URL Any URL
parameter Parameter Any alphanumeric char-acters
displayonbr Display on associated true, false falsebreakdown
name Name Any alphanumeric char-acters
store Store parsed parameter true, false truevalue*
associatewith Associate parameter view, visit viewvalue with
The individual pages that you want Unica NetInsight to search for the parametersmust be specified using the child element <<membermember>>. The value of the <<membermember>>element is the text that determines which pages should be searched.
ExampleExample
<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>
Unica NetInsight - Administrator's Guide
N2970001
462
Web.cfg : Global Profile Configuration File
passwordpasswordThe <<passwordpassword>> element specifies a password. When the element is contained only bythe overall container element for the file, it is used to set password protection for theprofile. When it is contained by the <<connectionconnection>> element, it specifies the passwordUnica NetInsight uses to connect to an external module. If the <<passwordpassword>> element ismissing, there is no password. When used to set the connection password, this elementhas no attributes. When used to set the profile protection options, the element has fivepossible attributes and you must include at least one attribute or the password has noeffect.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
options Protect all of the profile true, false falseoptions
logoptions Protect only the log file true, false falseand password options
remove Protect the Remove true, false falseData from Profile page
update Protect the updating of true, false falsethis profile
savecustom Protect saving/removing true, false falsecustom reports
This element has no child elements. The value of the element is the encryptedpassword.
ExampleExample
<password options="true" logoptions="true" remove="true"
update="true" savecustom="true">encryptedpassword</password>
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N2980001
platformsplatformsThe <<platformsplatforms>> element contains a list of the platform names that will appear inreports. This list appears on the PlatformsPlatforms page. The <<platformsplatforms>> element has noattributes and no value. Use the child element <<platformplatform>> to specify each platform. The<<platformplatform>> element has two attributes and no value.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
appendversion Append the version true, false falsenumber
Version 8.2.1
20 - NetInsight Configuration Files
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name Name of platform Any alphanumeric char-acters
Use the child element <<membermember>> to specify the individual members of each platformgroup. The value of the <<membermember>> element is the text that identifies a platform youwant included in the group.
ExampleExample
<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>
Unica NetInsight - Administrator's Guide
N2990001
precalcdatesprecalcdatesThe <<precalcdatesprecalcdates>> element sets the report generation options for the profile. Thiselement has six possible attributes. Each attribute corresponds with an option on theReportReport GenerationGeneration optionsoptions page. If an attribute is missing, reports for the correspondingdate range is not pre-calculated. For the years, quarters, months, weeks, and daysattributes, the value of the attribute is the number of the corresponding time frames forwhich reports will be pre-calculated.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
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
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Web.cfg : Global Profile Configuration File
ExampleExample
<precalcdates all="false" quarters="1" months="3" days="2"/>
465
N29A0001
redirectscriptsredirectscriptsThe <<redirectscriptsredirectscripts>> element contains a list of pages that you want to include in theanalysis even though they return a redirection code. This list appears on the RedirectionRedirectionScriptsScripts page. If the <<redirectscriptsredirectscripts>> element is missing, Unica NetInsight excludes allhits resulting in an HTTP redirection status code — codes 301 and 302. The<<redirectscriptsredirectscripts>> element has no attributes and no value. Use the child element<<membermember>> to specify the pages.The value of the <<membermember>> element is the text thatdetermines which pages are included.
ExampleExample
<redirectscripts>
<member method="equals">/cgi-bin/redirect.cgi</member>
</redirectscripts>
N29B0001
referrergroupsreferrergroupsThe <<referrergroupsreferrergroups>> element contains a list of referrer groups, each of which cancontain multiple referrers. This list appears on the ReferrerReferrer GroupsGroups page. The<<referrergroupsreferrergroups>> element has no attributes and no value. Each referrer group isspecified using the child element <<referrergroupreferrergroup>>. The <<referrergroupreferrergroup>> element has oneattribute.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name Name of referrer group Any alphanumeric char-acters
ExampleExample
<referrergroups>
<referrergroup name="AltaVista">
<member method="contains">altavista.</member>
</referrergroup>
<referrergroup name="AOL NetFind">
<member method="ends_with">netfind.aol.com</member>
</referrergroup>
</referrergroups>
N29C0001
Version 8.2.1
20 - NetInsight Configuration Files
reportlistsreportlistsThe <<reportlistsreportlists>> element contains a list of report list definitions. The list appears on theReportReport ListsLists optionsoptions page. This element has no attributes and no value. Use the<<reportlistreportlist>> element to define each report list. The <<reportlistreportlist>> element has twoattributes.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name Title of report list Any character stringless than 120 characters
id Name of report list (one Any character string ofword) less than 30 characters
that starts with a letter,uses only alphanumericcharacters, hyphens, orunderscores, and doesnot match the name of asubdirectory in the pro-file's HTML directory.
The <<reportlistreportlist>> element has no value. Use the child element <<folderfolder>> to specify eachfolder in the list. The <<folderfolder>> element has one attribute.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name* Title of folder Any character stringless than 120 characters
* Unica 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 beunique within the report list.
The <<folderfolder>> element has no value. Use the child element <<reportreport>> to specify eachreport in the folder. The <<reportreport>> element has two attributes.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name* Report title Any character stringless than 120 characters
target Report source Any report key
* Unica 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 beunique within the report list.
The <<reportreport>> element has no child elements and no value.
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ExampleExample
<reportlists>
<reportlist name="My Report List" id="mylist">
<folder name="Visitor Reports">
<report name="Host Summary" target="host"/>
</folder>
</reportlist>
</reportlists>
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N29D0001
resolvehostsresolvehostsThe <<resolvehostsresolvehosts>> element sets the ResolveResolve hosthost namesnames option on the GeneralGeneraloptionsoptions page. If the element is present, the option is selected. If it is absent, the optionis not selected. This element has no attributes, no child elements, and no value.
ExampleExample
<resolvehosts/>
N29B0001
referrergroupsreferrergroupsThe <<referrergroupsreferrergroups>> element contains a list of referrer groups, each of which cancontain multiple referrers. This list appears on the ReferrerReferrer GroupsGroups page. The<<referrergroupsreferrergroups>> element has no attributes and no value. Each referrer group isspecified using the child element <<referrergroupreferrergroup>>. The <<referrergroupreferrergroup>> element has oneattribute.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name Name of referrer group Any alphanumeric char-acters
ExampleExample
<referrergroups>
<referrergroup name="AltaVista">
<member method="contains">altavista.</member>
</referrergroup>
<referrergroup name="AOL NetFind">
<member method="ends_with">netfind.aol.com</member>
</referrergroup>
</referrergroups>
N29E0001
Version 8.2.1
20 - NetInsight Configuration Files
resolvetitlesresolvetitlesThe <<resolvetitlesresolvetitles>> element sets the Resolve page titles option on the GeneralGeneral optionsoptionspage. If the element is present, the option is selected. If it is absent, the option is notselected. This element has no attributes, no child elements, and no value.
ExampleExample
<resolvetitles/>
Unica NetInsight - Administrator's Guide
N29F0001
retrievebatchsizeretrievebatchsizeThe <<retrievebatchsizeretrievebatchsize>> element defines the number of rows Unica NetInsight requestsfrom the external module server at a time. This element must be contained by the<<modulemodule>> element. The <<retrievebatchsizeretrievebatchsize>> element has no attributes and no childelements. The value of the <<retrievebatchsizeretrievebatchsize>> element is the number of rows. If thiselement is missing, Unica NetInsight uses the default value, which is 10000.
ExampleExample
<retrievebatchsize>10000</retrievebatchsize>
N2A00001
roledefaultsroledefaultsThe <<roledefaultsroledefaults>> 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 thechild element <<roledefaultroledefault>>. The <<roledefaultroledefault>> element has one attribute.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
view Default view Name of any view de-fined for the profile
The value of the <<roledefaultroledefault>> element is the name of a role.
ExampleExample
<roledefaults>
<roledefault view="techview">techrole</roledefault>
</roledefaults>
N2A10001
rowsrowsThe <<rowsrows>> element is not currently supported.
N2A20001
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Web.cfg : Global Profile Configuration File
samplingsamplingThe <<samplingsampling>> element is a container element for the sampling settings elements<<entityentity>>, <<elementelement>>, <<seedseed>>, <<rowsrows>>, and <<levelslevels>>. The <<samplingsampling>> element has noattributes and no value.
ExampleExample
<sampling>
<entity>Visitor</entity>
<element>VisitorID</element>
<seed>0</seed>
<rows>0</rows>
<levels>
<level>100.000000</level>
<level>0.050000</level>
</levels>
</sampling>
469
N2A30001
schemafileschemafileThe <<schemafileschemafile>> element specifies the schema definition file to be used to create SQLServer, Oracle, or DB2 database tables for this profile. This element has no attributesand no child elements. The value of the element is the filename of the schema definitionfile to be used. The file must be located in the Unica NetInsight/data/ directory. Ifthis element is missing, Unica NetInsight uses the default schema definition file for theprofile.
ExampleExample
<schemafile>myschema.xml</schemafile>
N2A40001
securityrealmssecurityrealmsThe <<securityrealmssecurityrealms>> element contains a list of security realms that categorize pageson a Web site in order to resolve the titles of pages on Web servers that requireauthentication. This list appears on the SecuritySecurity RealmsRealms page.
Use the child element <<securityrealmsecurityrealm>> to specify each security realm. This element hasthree attributes.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name Realm name Any alphanumeric char-acters
username User name Any alphanumeric char-acters
Version 8.2.1
20 - NetInsight Configuration Files
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
password Password Encrypted password
The <<securityrealmsecurityrealm>> element has no value. Use the child element <<membermember>> to specifythe individual pages that are part of the security realm. The value of each <<membermember>>element is the text that determines which pages belong to the security realm.
ExampleExample
<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>
Unica NetInsight - Administrator's Guide
N2A50001
seedseedThe <<seedseed>> element specifies the sample seed value. The seed value is used by therandom number generator to produce a repeatable sequence of element IDs used topopulate the sample tables. The <<seedseed>> element has no attributes and no childelements. The value of the element is used as the seed. The <<seedseed>> element must becontained by the <<samplingsampling>> element.
ExampleExample
<seed>0</seed>
N2A60001
segmentsegmentThe <<segmentsegment>> element contains the name of a campaign segment, which is the advariation or group within a campaign channel. The <<segmentsegment>> element must becontained by the <<channelchannel>> element. The <<segmentsegment>> element has no value and oneattribute.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name Name of campaign seg- Any alphanumeric char-ment acters
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Each campaign segment has a unique identifier in entry pages affiliated with thatsegment. The individual entry pages associated with a campaign segment are specifiedusing the child element <<membermember>>. The value of the <<membermember>> element is the textused to determine which entry pages are in the campaign segment.
ExampleExample
<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>
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N2A70001
serversserversThe <<serversservers>> element contains a list of the clustered log files you want to analyze. (Ifyour log files are not clustered, do not use this element. Use the <<logslogs>> elementinstead. You should not use the <<serversservers>> element and the <<logslogs>> element in the sameconfiguration file.) This list appears on the LogLog FilesFiles page. The <<serversservers>> element hasone attribute.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
type Log files are single single
The <<serversservers>> element has no value. The server that contains the log files is specifiedusing the child element <<serverserver>>. The <<serverserver>> element has one attribute.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name Name of server Any alphanumeric char-acters
The <<serverserver>> element has no value. The full path of each log file is specified using thechild element <<logfilelogfile>>. The <<logfilelogfile>> element has one attribute.
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AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
format Format of log file(s) auto, netscape, ncsa, autow3c, iis, msproxy, web-site, gauntlet, ibm, rap-tor, openmarket, wuftpd,ncftpd, cerfnet, squid,sidewinder, watchguard,real, (User defined val-ue— Custom Log For-mats)
ExampleExample
<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>
Unica NetInsight - Administrator's Guide
N2A80001
sessionizationsessionizationThe <<sessionizationsessionization>> element sets the sessionization methods on the SessionizationSessionizationpage. The <<sessionizationsessionization>> element has two attributes.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
parameter Parameter value for Any parameter name
username Authenticated user true, false falsename
For Web server profiles, Unica NetInsight will sessionize using whatever attributes arepresent. If the parameter or cookie attribute is not present, Unica NetInsight will notsessionize using parameters or cookies.
The <<sessionizationsessionization>> element has no child elements and no value.
<sessionization parameter="SessionID" username="true"/>
ExampleExampleFor Web server profiles:
<sessionization parameter="SessionID"
optoutcookievalue="OPT_OUT" parameterforvisitor="true"
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username="true" cookie="UnicaID"/>
473
N2A90001
siteurlsiteurlThe <<siteurlsiteurl>> element sets the URL of the site being analyzed option on the GeneralGeneraloptionsoptions page. If the element is missing, the option will be blank. This element has noattributes and no child elements.
ExampleExample
<siteurl>Protocol://URL</siteurl>
N2AA0001
spidersspidersThe <<spidersspiders>> element contains a list of hosts and user agents that should be classifiedas robots and spiders. This list appears on the Robots/SpidersRobots/Spiders page. The <<spidersspiders>>element has no attributes and no value. Each robot or spider is specified using the childelement <<spiderspider>>. The <<spiderspider>> element has one attribute.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name Name of spider Any alphanumeric char-acters
The <<spiderspider>> element has no value. The individual members of each spider or robot arespecified using the child element <<membermember>>. The <<membermember>> element uses both themethod and type attributes inside the <<spiderspider>> element. The type attribute has threepossible values: host, referrer, and useragent. The default value is host. The value ofthe <<membermember>> element is the text that determines which hosts and user agents shouldbe included in the robot or spider.
ExampleExample
<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>
N2AB0001
Version 8.2.1
20 - NetInsight Configuration Files
summarysizesummarysizeThe <<summarysizesummarysize>> element sets the NumberNumber ofof rowsrows perper summarysummary option on theGeneralGeneral optionsoptions page. The possible values are 5, 10, 15, 20, 25, 50, 75, or 100. If theelement is missing, Unica NetInsight uses the default value, which is 10. This elementhas no attributes and no child elements.
ExampleExample
<summarysize>10</summarysize>
Unica NetInsight - Administrator's Guide
N2AC0001
tagimagestagimagesThe <<tagimagestagimages>> element contains a list of page tag images. This list appears on thePagePage TaggingTagging page. This element has no value and one attribute.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
type Page tags are off, augment, single, offmultiple*, hybrid**
* Applies to the Used instead of log files to collect data for multiple sites page taggingoption.
** Applies to the Used in addition to log files to collect data for multiple sites pagetagging option.
Use the child element <<membermember>> to specify the page tag images. The value of each<<membermember>> element is the text that determines the image that will be used to collectdata from page tags.
ExampleExample
<tagimages type="hybrid">
<member method="equals">ntptnojs.gif</member>
</tagimages>
N2AD0001
titletitleThe <<titletitle>> element sets the profileprofile titletitle option on the GeneralGeneral optionsoptions page. If theelement is missing, the option is blank. This element has no attributes and no childelements.
ExampleExample
<title>Unica Corporation</title>
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N2AE0001
titlelengthtitlelengthThe <<titlelengthtitlelength>> element sets the PagePage titletitle displaydisplay lengthlength option on the GeneralGeneraloptionsoptions 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, isused. This element has no attributes and no child elements.
ExampleExample
<titlelength>50</titlelength>
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N2AF0001
titlestitlesThe <<titlestitles>> element contains a list of page title mappings. A page title mappingspecifies a page title for Unica NetInsight to use for a given page instead of the title thatresults from resolving the page title. This list appears on the Page Title Mappings page.If the <<titlestitles>> element is missing, Unica NetInsight will use the resolved page titles forthe pages. The <<titlestitles>> element has no attributes and now value. Each page titlemapping is specified using the child element <<titletitle>>. The <<titletitle>> element has oneattribute.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
page Page Any directory path andfilename
The value of the <<titletitle>> element is the page title that Unica NetInsight uses.
ExampleExample
<titles>
<title page
="/Unica NetInsight/whitepapers/analyzing.html">
Analyzing Your Web Traffic
</title>
<title page
="/Unica NetInsight/whitepapers/parameters.html">
Using Parameter Summaries
</title>
</titles>
N2B00001
Version 8.2.1
20 - NetInsight Configuration Files
unexcludedpagesunexcludedpagesThe <<unexcludedpagesunexcludedpages>> element contains a list of pages from the excluded page typesthat should be included in the traffic analysis. For example, if you had previouslyexcluded all .gif files, you could use the <<unexcludedpagesunexcludedpages>> element to include aspecified .gif file in the analysis. This list appears on the UnexcludedUnexcluded PagesPages page. If the<<unexcludedpagesunexcludedpages>> element is missing, traffic from all pages of the types specified inthe excluded pages list will be excluded.
The <<unexcludedpagesunexcludedpages>> element has no attributes and no value. Use the child element<<membermember>> to specify the pages. The <<membermember>> element value is the text that identifiesthe pages to include.
ExampleExample
<unexcludedpages>
<member method="equals">map.jpg</member>
</unexcludedpages>
Unica NetInsight - Administrator's Guide
N2B10001
unresolvedtitlesunresolvedtitlesThe <<unresolvedtitlesunresolvedtitles>> element contains a list of pages whose titles should not beresolved. This list appears on the UnresolvedUnresolved PagePage TitlesTitles page. If the <<unresolvedtitlesunresolvedtitles>>element is missing, Unica NetInsight tries to resolve titles on all pages if the ResolveResolvepagepage titlestitles check box is selected on the GeneralGeneral optionsoptions page. You should at leastinclude executable files in your list, since Unica NetInsight should not attempt to resolvethese page titles.
The <<unresolvedtitlesunresolvedtitles>> element has no attributes and no value. Use the child element<<membermember>> to specify the pages.The value of the <<membermember>> element is the text thatdetermines which pages should be included in the list.
ExampleExample
<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>
N2B20001
urlurlThe <<urlurl>> element specifies the location of the external module. This element must becontained by a <<connectionconnection>> element. The <<urlurl>> element has no attributes and no childelements. The value of the <<urlurl>> element is the URL for the external module.
476
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ExampleExample
<url>http://www.paidsearchintegrationserver.com</url>
477
N2B30001
urlsearchrulesurlsearchrulesThe <<urlsearchrulesurlsearchrules>> element contains a list of URL search and replace rules. This listappears on the URLURL SearchSearch andand ReplaceReplace page. The <<urlsearchrulesurlsearchrules>> element has noattributes and no value. Each URL search and replace rule is specified using the childelement <<urlsearchruleurlsearchrule>>. The <<urlsearchruleurlsearchrule>> element has five attributes.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
type Type of rule page, param_xyz * page
global Replacement scope true, false** false
search Search rule Any regular expressionthat describes the partof the URL you want toreplace
replace Replacement value Any text you want toreplace the text de-scribed by the searchrule. To delete it, leavethis attribute empty.
name Description Any alphanumeric char-acters
* In param_xyz, xyz is the parameter name.
** The value true corresponds to the option All matches and false correspondsto Only first match.The <<urlsearchruleurlsearchrule>> element has no value. Use the childelement <<membermember>> to specify the individual files that Unica NetInsight should scanfor the search rule. The value of the <<membermember>> element is the text that identifieswhich files should be scanned.
ExampleExample
<urlsearchrules>
<urlsearchrule type="page" global="false"
search="\/(channel1)\.rm" replace="News"
name="Rename news channel">
<member method="starts_with">/channel</member>
</urlsearchrule>
</urlsearchrules>K>
Version 8.2.1
20 - NetInsight Configuration Files
N2B40001
useruserThe <<useruser>> element specifies the user name Unica NetInsight uses to connect to theexternal module. This element must be contained by the <<connectionsconnections>> element. The<<useruser>> element has no attributes and no child elements. The value of the <<useruser>>element is the user name.
ExampleExample
<user>Unica</user>
Unica NetInsight - Administrator's Guide
N2B50001
userlookupuserlookupThe <<userlookupuserlookup>> element sets the UserUser lookuplookup URLURL option on the LookupLookup ScriptsScriptspage. If the element is missing, the option will be blank. This element has no attributesand no child elements.
ExampleExample
<userlookup>
http://host.domainname.com/scripts/weblookup.exe?user=
</userlookup>
N2B60001
variablesfilevariablesfileThe <<variablesfilevariablesfile>> element specifies a variables file to use with this profile. Thiselement has no attributes and no child elements. The value of the element is thefilename of the variables file to be used. The file must be located in theUnicaNetInsight/data/directory. If this element is missing, Unica NetInsight uses thedefault variables file for the profile type.
ExampleExample
<variablesfile>myvariablesfile.xml</variablesfile>
N2B70001
viewlistviewlistThe <<viewlistviewlist>> element contains a list of views. The list appears on the ViewsViews optionspage. This element has no attributes and no value. Specify each view using the childelement <<viewview>>. The <<viewview>> element has two attributes.
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AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name Title of view Any unique characterstring less than 120characters
id* Name of view (one Any unique characterword) string of less than 30
characters that startswith a letter, uses onlyalphanumeric charac-ters, hyphens, or under-scores, and does notmatch the name of asubdirectory in the pro-file's HTML directory
* One view must be specified as the default view by having an ID value of_default.
The <<viewview>> element has no value. Use the required child elements <<timeperiodtimeperiod>> and<<reportlistreportlist>> to specify the default calendar state and the list of reports for the view. Usethe optional child elements <<dimensionlistdimensionlist>>, <<filterlistfilterlist>>, and <<metriclistmetriclist>> to specify thedimension, filter, and metric lists for the view.
The <<timeperiodtimeperiod>> element sets the TimeTime periodperiod option on the ViewsViews options page. Thiselement has three attributes.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
type Time period all, latestday, latest- allweek, latestmonth, la-testquarter, latestyear,prevday, prevweek,prevmonth, prevquarter,prevyear, range
start* Dates from Any date in the formYYYYMMDD
end* Dates to Any date in the formYYYYMMDD
* This attribute is only valid if the type attribute has the value range.
The <<timeperiodtimeperiod>> element has no value and no child elements.
The <<reportlistreportlist>> element has no attributes and no child elements. The value of the<<reportlistreportlist>> element is the ID of a defined report list. For details on defining a report list,see the <<reportlistsreportlists>> element.
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The <<dimensionlistdimensionlist>> element has no attributes and no child elements. The value of the<<dimensionlistdimensionlist>> element is the ID of a defined dimension list. For details on defining adimension list, see the <<dimensionlistsdimensionlists>> element.
The <<filterlistfilterlist>> element has no attributes and no child elements. The value of the<<filterlistfilterlist>> element is the ID of a defined filter list. For details on defining a filter list, seethe <<filterlistsfilterlists>> element.
The <<metriclistmetriclist>> element has no attributes and no child elements. The value of the<<metriclistmetriclist>> element is the ID of a defined metric list. For details on defining a metric list,see the <<metriclistsmetriclists>> element.
ExampleExample
<viewlist>
<view name="Sales View" id="sales">
<reportlist>salesreports</reportlist>
<dimensionlist>salesdimensions</dimensionlist>
<filterlist>salesfilters</filterlist>
<metriclist>salesmetrics</metriclist>
<timeperiod type="latestmonth"/>
</view>
<viewlist>
Unica NetInsight - Administrator's Guide
N2B80001
virtualvirtualThe <<virtualvirtual>> element sets the Only process traffic to the configured site option on theAdvanced 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 novalue.
ExampleExample
<virtual>
N2B90001
visitorlookupvisitorlookupThe <<visitorlookupvisitorlookup>> element sets the VisitorVisitor lookuplookup URLURL option on the LookupLookup ScriptsScriptspage. If the element is missing, the option will be blank. This element has no attributesand no child elements.
ExampleExample
<visitorlookup>
http://host.domainname.com/scripts/weblookup.exe?visitor=
</visitorlookup>
N2BA0001
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Web.cfg : Global Profile Configuration File
visitorprofilesvisitorprofilesThe <<visitorprofilesvisitorprofiles>> element contains a list of visitor groups. (You can sort visitors intogroups based on any of a large number of filters.) This list appears on the VisitorVisitorProfilesProfiles page. The <<visitorprofilesvisitorprofiles>> element has no attributes and no value. Each visitorgroup is specified using the child element <<visitorprofilevisitorprofile>>. The <<visitorprofilevisitorprofile>> elementhas one attribute.
AttributeAttribute CorrespondingCorresponding optionoption PossiblePossible valuesvalues DefaultDefault
name Name of profile Any alphanumeric char-acters
Use the child element <<filterinstancesfilterinstances>> to specify the filters that define the visitor profile.For details on the <<filterinstancesfilterinstances>> element, see the document “Unica NetInsightDimension and Metric Filters."
Even if you want to create a visitor profile that contains all visits, the <<visitorprofilevisitorprofile>>element must contain the <<filterinstancesfilterinstances>> element. (The <<filterinstancesfilterinstances>> elementcan then be empty.) If the <<visitorprofilevisitorprofile>> element does not contain the<<filterinstancesfilterinstances>> element, the visitor profile will be ignored.
ExampleExample
<visitorprofiles>
<visitorprofile name="Downloaded">
<filterinstances>
<filterinstance type="page"
comparison="ends_with">
.exe
</filterinstance>
</filterinstances>
</visitorprofile>
</visitorprofiles>
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N2BB0001
visitthresholdvisitthresholdThe <<visitthresholdvisitthreshold>> element sets the NumberNumber ofof minutesminutes betweenbetween visitsvisits option on theSessionizationSessionization page. The possible values are numbers from 1 through 999. If theelement is missing, the default value of 30 is used. This element has no attributes andno child elements.
ExampleExample
<visitthreshold>40</visitthreshold>
N2BC0001
Version 8.2.1
20 - NetInsight Configuration Files
writebatchsizewritebatchsizeThe <<writebatchsizewritebatchsize>> element defines the number of rows of data from the externalmodule Unica NetInsight writes to the database at a time. This element must becontained by the <<modulemodule>> element. The <<writebatchsizewritebatchsize>> element has no attributesand no child elements. The value of the <<writebatchsizewritebatchsize>> element is the number ofrows. If this element is missing, Unica NetInsight uses the default value, which is50,000.
ExampleExample
<writebatchsize>50000</writebatchsize>
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