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How do I create a profile in Webhouse Builder or Warehouse?

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How do I create a profile in Webhouse Builder or Warehouse?
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Last modified: 9/1/2010

Introduction:
Before creating a profile, gather some information about your web server log file and the database where Webhouse Builder or Warehouse will store the data. The following profile checklist will prepare you to work quickly through the New Profile wizard to create a profile.

What type of log file data will be imported?
Will the data be imported from the log files or from the Webhouse Builder or Warehouse?
What is the web server configuration?
Does your web site reside on one server or on multiple servers (a server cluster)?
What portion of the log file data will be imported?
Do you want to import all of the log file data or only data from a specific date range?
Where is the log file data stored?
For an import from log files, write down the path to your log files; for an import from a Webhouse, write down the source database name and the data set name.
What is the destination for the processed log file data?
Write down the name of the database and data set that will store the processed log file data.  
Which filters will be applied on import?
Do you want to filter out any of the log file data on import?
What home page file name does your web server recognize?
What page does your web server return when a visitor requests a URL without a filename?
Will this profile use cookies to identify visitor sessions?
Which cookie data should be used to identify visitor sessions?
Will this profile use advanced features such as Content Groups, Path Analysis, URL Search and Replace, Advertising Views, or Intranet?
Will this profile use these techniques to enhance the visitor session data?
Will this profile be used to predict return on investments for marketing campaigns?
Will this profile use marketing campaigns and product descriptions to predict return on investment for a campaign?
What will be the import schedule?
How often will imports be performed after the first one?
Will this profile require pre-processing or post-processing features?
Do you want to execute a command prior to, or immediately following, the profile analysis?
What type of DNS or IP address resolution will be used?
Does your web server resolve IP addresses? If not, you may want Webhouse Builder or Warehouse to do a DNS lookup for each unresolved IP address. The information to follow will include instructions about how to create a profile from a log file data source and from a Webhouse data source. To skip to the Webhouse data source instructions, please click.

Creating a Profile: From a Log File Data Source
1. From the Main Console, click New. The New Profile  wizard opens to the Site Logs dialogue box.

2. Select Import web site data into Webhouse Builder from log files(s).

3. Click Next. The Site Configuration dialogue box opens.

4. Select the option that best describes how your web site is configured: Select My web site is on one physical machine if your web si.te resides on one server. Select My web site is on multiple physical machines if your web site resides on more than one server.

5. Click Next. The General dialogue box opens.

6. Within the General dialogue box:

Type a name for your profile in the Description text box.

In the Begin Import area:


a. Select From Start of Web Log(s) to import the entire log file.


b. Select From the Following Date and type in a date using the mm/dd/yyyy format to import from a specific date.


c. Click the Disable this profile check box if you do not want this profile to run.


7. Click Next. If you selected...
  • My web site is on one physical machine in the Site Configuration dialogue box, the Log File Path dialogue box opens.
  • My web site is on multiple physical machines in the Site Configuration dialogue box, the List of Servers dialogue box opens.
8. Type in the URL in the Current File text box.

a. Click the Examples button for formatting samples.


b. Click the folder icon to browse to the location of your log files. The File Browser dialogue box opens.


c. Click the Browse button, and navigate to and select the file in the Choose File dialogue box.


d. Click OK. The Choose File dialogue box closes, and the file name appears in the Current File text box of the File Browser dialogue box.


e. Click Add to add the current file to the File List. Continue to add to the File List in this manner until you have created the list you wish to use in your profile.


f. Click Append to add on to entries in the File List or click Replace to override your current Log File URL Path in the File List. The File Browser dialogue box closes, and you return to the Log File Path dialogue box.


g. If your log file(s) is located on a secure FTP server, enter your Username and Password in the FTP Server Login Information fields. Use the following syntax to specify logs that are accessed using FTP: ftp://ftp.[domain.com]/[filepath] where [domain.com] is the FTP server, and [filepath] is the complete path to the log files. In the Log
File Format list, leave the default selection to have your log file format automatically detected for you, or select the standard format for your log file from the list.


9. In the List of Servers dialogue box, do the following:
a. From the Log File Format drop-down box, select the format of your log file data.

b. Just to the right of the Server Names list, click Add. The Specify New Server dialogue box opens.


c. Enter a name to identify the new server in the Server Name text box.


d. In the Log File Path(s) field, enter the path to the log file, or browse to the path by clicking the folder button by navigating to the log file. Use the following syntax to specify logs that are accessed using FTP: ftp://ftp.[domain.com]/[filepath] where [domain.com] is the FTP server, and [filepath] is the complete path to the log files.

If your log file(s) is located on a secure FTP server, enter your Username and Password in the FTP Server Login Information fields.

e. Click OK. You return to the List of Servers dialogue box.


10. Click Next. The Destination Database dialogue box opens.

11. From the Destination Database Type list, select the database type, either SQL or Oracle, in which to store your profile.

12. In the Import Mode area, select Hits and Visitor Sessions if you want to get visitor session data derived from the processed log file data, or select Hits Only if you want to import only raw log file data for hits.

13. Enter the location where you want to store the log data. Depending on whether you selected SQL or Oracle, the appearance of the Destination Database dialogue box will differ slightly. If you selected:

  • SQL, you can type or browse to the location in the Destination Database text box.
  • Oracle, you can type in the location in the Destination Oracle Service text box.
14. Authenticate your identity by entering the Username and Password fields of the Authentication area.

15. Enter a new data set name into the Data Set text box or browse to an existing data set for this profile.


16. Click the Test Connection button to make sure that the specified database is accessible.


17. Click Next. The Filters dialogue opens.


18. Apply the filters needed. If no filters are defined, all activity will be included in the data that is collected.


19. Click Next. The Home dialogue box opens.


20. Enter the name.(s) for the home page(s) in the Home Page File Names text box to specify default home pages you want your web server to automatically return if a visitor requests a URL without a specific file name. Separate multiple file names with spaces. Note: The Home Page File Names text box has a 255 character limit.


21. Click Next. The Cookies dialogue box opens. The Webhouse Builder and Warehouse use cookies to identify unique visitor sessions during the analysis. A cookie is a file sent with the page requested from the server to the visitor. Cookies are stored on the visitor system. The stored cookie is then included in subsequent requests to your site by this visitor and is recorded in the log file, enabling you to uniquely identify the visitor. Activating cookies, makes visitor session data more accurate because each visitor is clearly distinguished.


22. Select the Use Cookies to identify visitor sessions check box if you wish to use cookies for the import of this profile. The three items below the check box become active.


23. Select the option that best meets your needs. Select:

  • Use Webtrends plug-in cookie if a Webtrends extended logging plug-in is installed on your web server for tracking visitor sessions.
  • Use this cookie if your site uses more than one cookie to track visitor sessions. For example, if you are using Microsoft Siteserver, your cookies will have this format: SITESERVER=ID=CookieValue1 OR SITESERVER=GUID=CookieValue2 Therefore, enter SITESERVER=ID or SITESERVER=GUID respectively, in the Use this cookie text box.
  • Use entire cookie field if your web site uses only one cookie, or if you want the entire contents of the cookie field.
24. Click Next. The Advanced Features dialogue box opens.

25. Click the Configure button to configure the following features for your profile:

  • Content Groups Path Analysis URL Search and Replace
  • Advertising Views
  • Intranets
26. Click Next. The Campaign Analysis dialogue box opens.

27. Click the Configure button to configure the Campaign Analysis settings for your profile.


28. Click Next. The Import Scheduler dialogue box opens.


29. Enter the time in hh:mm format that you want the profile to begin importing log data in the Initial Start Time text box.


30. Specify the length of time between log data imports in the Intervals list.


31. Specify the priority of the profile import with the Priority drop-down list. Imports with a high priority will advance to the front of the queue while low priority profiles will be placed at the back.

32. Click Next. The Pre-processing dialogue box opens.

33. Click the Pre-processing check box if you wish to execute one command prior to the start of analysis. Several areas of the dialogue box become active.

34. Enter or browse to the location and name of the application you wish to execute in the Application text box.


35. Specify the working folder in the Working folder text box.


36. Define any command line parameters to be executed in the Command line parameters text box. Command line parameter options are commonly used to run batch files or shell scripts.


37. In the Application Return Code(s) area: Click Ignore return code(s) if you do not want to log return code(s). OR Click Check return code(s) if you do want to log return code(s). This activates additional features in the Pre-processing dialogue box. Enter the desired code in the Return Code text box and click Add to add it to the list. You may also select codes from the list and click Remove. Select Return Code(s) indicated success if you wish the occurrence of a specified return code to indicate success in the profile status log. Select Return Code(s) indicate failure if you wish the occurrence of a specified application return code to indicate failure in the profile status log.


38. Click Next. The Post-processing dialogue box opens.


39. Click the Post-processing check box if you wish to execute one command after the analysis has completed. Several areas of the dialogue box become active.


40. Enter or browse to the location and name of the application you wish to execute in the Application text box.


41. Specify the Working Folder.


42. Define any command line parameters to be executed in the Command line parameters text box. Command line parameter options are commonly used to run batch files or shell scripts. Click Ignore return code(s) if you do not want to log return code(s). OR Click Check return code(s) if you do want to log return code(s). This activates additional features in the Pre-processing dialogue box. Enter the desired code in the Return Code text box and click Add to add it to the list. You may also select codes from the list and click Remove. Select Return Code(s) indicated success if you wish the occurrence of a specified return code to indicate success in the profile status log. Select Return Code(s) indicate failure if you wish .the occurrence of a specified application return code to indicate failure in the profile status log. Select the Run Always check box to enable the application to run even if the import terminates abnormally.


43. Click Next. The DNS Lookup dialogue box opens.


44. In the Domain Name/IP Resolution Mode drop-down list, select: Quick mode, using format style Maintains the domain name or numeric IP address from the log file data, making this the fastest method of creating reports. If your web server does not perform DNS lookup and you select this method, your visitor IP addresses are stored rather than their domain names. Resolve mode, lookup numeric IPs If your web server does not preform DNS lookups and you need geographic or other domain-related information, select this option. This method may slow analysis. Use it only if DNS lookups cannot be performed by the server. Auto mode, if you are unsure If you do not know whether or not your log file data contains IP addresses or domain names, you can use this method. If the first record analyzed contains a domain name, Quick Mode is used. If the first record analyzed contains an IP address, Resolve Mode is used.


45. Click Next. The Summary dialogue box opens. The details of your current profile settings are displayed.


46. Click Back to edit your settings of click Finish to complete the process of creating a new profile. Your Main Console window should now reflect the new profile that you created.


Creating a Profile: From a Webhouse Data Source
1. Click New. The New Profile wizard opens to the Site Logs dialogue box.

2. Select Import web site data into Webhouse Builder from an existing Webhouse.


3. Click Next. The General dialogue box opens.


4. Within the General dialogue box: Type a name for your profile in the Description text box. In the Begin Import area: Select From start of Web Log(s) to import the entire log file. Select From the Following Date and type in a date using the mm/dd/yyyy format to import from a specific date. In the End Import area: Select At the End of the Web Log(s) to import from the specified starting date to the end of the log file data. Select At the Following Date and enter the date in mm/dd/yyyy format to import data up to the specified end date. Click the Disable this profile check box to temporarily disable this profile.


5. Click Next. The Source Database dialogue box opens.


6. From the Source Database Type list, select the database type, either SQL or Oracle, in which to store your profile.


7. Enter the location of the Webhouse data. Depending on whether you selected SQL or Oracle, the appearance of the Destination Database dialogue box will differ slightly.
If you selected: SQL, you can type or browse to the location in the Source Database text box. Oracle, you can type the location in the Oracle Service text box.


8. Authenticate your identity by entering your Username and Password fields of the Authentication area.


9. Enter a new data set name into the Data Set text box or browse to an existing data set for this profile.


10. Click the Test Connection button to make sure that the database you specified is accessible.


11. In the Server Set List area select Include ALL servers found in this Webhouse if the data set contains data from a cluster of servers and if you want data from all of these servers. Select Specify Server List and highlight the servers within the list to collect data sets from specific servers. You may also click the Browse servers button to locate specific servers for this list.


12. Click Next. The Destination Database dialogue box opens.


13. The remaining steps are the same as those mentioned above. Click to be referenced to the remaining steps.
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