IBM Tealeaf cxConnect for Web Analytics: cxConnect for
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1. The licensed program described in this document and all licensed material available for it are provided by IBM under terms of the IBM Customer Agreement IBM International Program License Agreement or any equivalent agreement between us Any performance data contained herein was determined in a controlled environment Therefore the results obtained in other operating environments may vary significantly Some measurements may have been made on development level systems and there is no guarantee that these measurements will be the same on generally available systems Furthermore some measurements may have been estimated through extrapolation Actual results may vary Users of this document should verify the applicable data for their specific environment Information concerning non IBM products was obtained from the suppliers of those products their published announcements or other publicly available sources IBM has not tested those products and cannot confirm the accuracy of performance compatibility or any other claims related to non IBM products Questions on the capabilities of non IBM products should be addressed to the suppliers of those products All statements regarding IBM s future direction or intent are subject to change or withdrawal without notice and represent goals and objectives only This information contains examples of data and reports used in daily business operations To illustrate them as completely as possible the ex2. Data Insertion Voice of Customer Allows external data events to be inserted into a session through a customizable image request See cxConnect Integration through data insertion Segment File Web Analytics Allows creation of a Tealeaf session segment from a list of supplied session identifiers See cxConnect Integration through Segment Files in the IBM Tealeaf cxConnect for Web Analytics Administration Manual cxConnect Integration through data insertion The data insertion method of integration is used to associate website content and customer experience data delivered by third party and or internal systems with Tealeaf captured sessions where the information to integrate is not included in the HTTP stream captured by Tealeaf The data association is accomplished by making a request which includes the data to be associated as query string parameters for an image file located on the web infrastructure automatically captured by Tealeaf Note The only modification to the requested web infrastructure is the inclusion of the image file The image file must be named t1_img html For performance and data optimization reasons by default the Tealeaf system filters all requests for common binary formats such as gif and drops them from the captured data stream To bypass this filter the html extension is used for the image file ensuring that the request and all included data passes through th
3. e We assume the cookie used for identifying unique sessions is named TLTSID and the Google Analytics tracker ID is UA 4040192 1 lt BEGIN TEALEAF INTEGRATION CODE gt lt script type text javascript gt lt Begin example Tealeaf integration Function retrieves the specified cookie value used for identifying unique customer sessions function TLGetCookie c_name if document cookie length gt 0 c_start document cookie indexOf c_name if c_start 1 c_start c_start c_name length 1 c_end document cookie indexOf c_start if c_end 1 c_end document cookie length return unescape document cookie substring c_start c_end return gt lt script gt lt END TEALEAF INTEGRATION CODE gt lt BEGIN GOOGLE ANALYTICS CODE gt lt script type text javascript gt var gaJsHost https document location protocol https ssl http www document write lt script src gaJsHost google analytics com ga js type text javascript gt lt script gt lt script gt lt script type text javascript gt var pageTracker gat getTracker UA 4040192 1 pageTracker _initData var TLSessionizationName TLTSID __var TLSessionizationValue TLGetCookie TLSessionizationName _ pageTracker setVar TLSessID TLSessionizationValue lt script gt lt END GOOGLE ANALYTICS CODE gt By including the pageTracker _setVar TLSessID
4. IBM Tealeaf cxConnect for Web Analytics Version 9 Release 0 June 12 2014 cxConnect for Web Analytics Administration Manual all Note Before using this information and the product it supports read the information in Notices on page 27 This edition applies to version 9 release 0 modification 0 of IBM Tealeaf cxConnect for Multivariate Testing and to all subsequent releases and modifications until otherwise indicated in new editions Copyright IBM Corporation 1999 2014 US Government Users Restricted Rights Use duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp Contents cxConnect for Web Analytics Administration Manual Chapter 1 cxConnect for Web Analytics Overview Chapter 2 Integration with Tealeaf through cxConnect cxConnect Integration through data insertion cxConnect integration through segment files Examples Example 1 me Example 2 Omniture Example 3 Coremetrics Configuring Tealeaf Segment Builder Chapter 3 Segment Builder Service Uploading Segment queries via Portal Ha via File Directory Operations Creating Segments for integration Query options Query format Monitoring Segment Builder Servite Configuring Segment Builder Service Access permissions Chapter 4 IBM Digital Analytics Integration Solution DADDAGUABKW W 11 IBM Digital Analytics integration solution overview 11 O C
5. TLSessionizationValue tracking call we are creating a user defined segment in Google Analytics for data analysis and eventual export Currently the Google Analytics limitation for data export is 50 000 rows To include the aforementioned value used to define unique visits 1 You must select the User Defined segment option This option displays all TLSessID values in the first column of the report 2 To ensure that the first 50 000 values are exported not just those that are currently displayed on the screen you must append amp 1imit 50000 to the URL GET parameters and execute the HTTP GET prior to completing a csv export 3 After export you must remove TLSessID from the dataset 4 You must place the clean file in the configured Segment Builder directory Example raw export file User Defined Value Visits Pages Visit Avg Time on Site New Visits Bounce Rate Visits Completed Orders Goal Conversion Rate Per Visit Goal Value Visits Revenue Transactions Average Value Ecommerce Conversion Rate Per Visit Value TLSessID 293E9A5E5CAF105C000DEE7EE2F16E35 8 1 0 1 0 8 0 0 0 8 0 0 0 0 0 8 1 0 1 0 TLSessID ECFEF562531B10530476BA91ED9DBC59 4 5 5 45 5 0 0 4 0 0 0 4 0 0 0 0 0 TLSessID ODBDEE1C5A7D105A0573E16571F7F785 2 3 12 0 5 0 2 0 0 0 2 0 0 0 0 0 TLSessID 138F2D98586F105800E7CC06F65018AE 2 4 208 0 5 0 2 0 0 0 2 0 0 0 0 0 TLSess1D 277D7D6C527C1052088CADA14E296CFB 2 12 135 0 0 2 0 0 0 2 0 0 0 0 0 Chapter 2 Integration wi
6. SEARCH_TERM This value indicates the request variable field for which to search for values matching the column of data ID_PREFIX N No integration ID prefix is in use The column of data just contains clear text values The following options and settings are not relevant to this query e DELIMITER e ID_PREFIX NOTHING After the query has executed and returned some sessions the following settings are applied to the generated segment Option Description SEGMENT_NAME The user readable name Testing only in the above example appears in the Managing Session Segments page Chapter 3 Segment Builder Service 9 SEGMENT_OWNER The Tealeaf user ID of the owner of the generated segment joeuser SHARE_SEGMENT Since this value is set to N the segment is a private segment visible only to joeuser and Tealeaf administrators Monitoring Segment Builder Service You can monitor the progress of the Segment Builder Service through the Managing Session Segments page in the Tealeaf Portal The service detects any new files in the segment directory and processes them immediately When the queries are finished the assembled session segment is available through the Managing Session Segments page Note For any imported segment in the Managing Session Segments page verify that the Session Count column contains a non zero value In this column a value of 0 indicates that the queries failed See Managing Session Segments in the IBM Tealea
7. Segments See Managing Session Segments in the IBM Tealeaf cxResults User Manual 3 Click View Session List to review the customer sessions Example 2 The following example highlights how session segments are created in Tealeaf based on ad hoc reports Example 2 articulates how a business analyst can manually import then subsequently review and analyze session segments via the Tealeaf portal Example Report AdHocDailyOrders20090117 csv CustomerId IntegrationKey Visits Pages Visit AvgTime Orders Revenue 2313182512 TLTIID_293E9A5E5CAF105C000DEE7EE2F16E35 1 14 4 172 8 1 78 11 8388107683 TLTIID_ECFEF562531B10530476BA91ED9DBC59 2 20 1 215 07 3 64 12 6970467013 TLTIID_ODBDEE1C5A7D105A0573E16571F7F785 3 24 343 2 3 177 4 1466584925 TLTIID_138F2D98586F105800E7CCO6F65018AE 3 28 8 429 12 3 169 22 6254196733 TLTIID_277D7D6C527C1052088CADA14E296CFB 1 18 4 97 52 3 83 69 7396376859 TLTIID_347DB4E45279105207DDDEE1E6FF8C80 2 24 9 488 04 2 58 47 9624778192 TLTIID_3D476522570910570004E16571F7F785 3 17 3 167 81 1 101 02 9710688245 TLTIID_4A28CAFE526010520213B3668C2E53B0 3 26 1 195 75 1 234 59 Steps 1 Log in to the Tealeaf Portal 2 Navigate to the Manage Session Segments page by clicking Analyze gt Session Segments gt Manage Session Segments See Managing Session Segments in the IBM Tealeaf cxResults User Manual 3 Click Import a segment to begin importing a session segment 4 After the session segment has been imported you can revi
8. on an FTP Server where IBM Tealeaf and IBM Digital Analytics can read and write data files 2 Configure the IBM Tealeaf CX Settings for integration with IBM Digital Analytics by navigating to the Tealeaf Portal then clicking CX Settings gt Integration For more information on configuring the integration settings see CX Settings and Integration in the IBM Tealeaf cxImpact Administration Manual a Open the Tealeaf Portal b Click CX Settings gt Integration Note Click Save each time you enter a value for a setting If you do not click Save the value will be lost when you click another setting O Copyright IBM Corp 1999 2014 11 C Edit each of the IBM Digital Analytics settings by clicking on the setting then enter the value for the setting and click Save Note The values for the FTP settings use the same user account settings that were created in step 1 on page 11 Additional configuration is required in IBM Digital Analytics For more information on configuring IBM Digital Analytics to integrate with IBM Tealeaf see the documentation that comes with IBM Digital Analytics After you have configured IBM Tealeaf for IBM Digital Analytics integration you can export session searches to IBM Digital Analytics For more information on creating and exporting session searches see cxReveal Searching for Sessions and Exporting Search Results in the IBM Tealeaf cxReveal User Manual Data collection for IBM Digital
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10. 3BA45C7 E58 1363760287 1363760699 21B6D808ABCDDF94E46C4A6FE55A2801 1363756869 1363757280 IBM Tealeaf cxConnect for Web Analytics cxConnect for Web Analytics Administration Manual Chapter 5 Omniture Integration Solutions This document describes the methods for integrating the IBM Tealeaf CX platform with Omniture The integration leverages the segment file integration approach Note This integration solution requires the IBM Tealeaf cxConnect for Web Analytics product a separately licensable component of the IBM Tealeaf CX system please contact your IBM Tealeaf representative Integration method 1 segment file Allows for the creation of a Tealeaf session segment from a file containing a list of supplied values Integration method 1 segment file The segment file integration method is used to automate the creation of a Tealeaf session segment that corresponds to a segment defined in a third party system The integration and automation is accomplished by supplying a file containing a list of values that identify unique customer sessions to the configured Tealeaf Segment Builder Once created by the Segment Builder the session segment is available for review and analysis via the Tealeaf portal Examples For all examples assume the following integration key parameters Prefix TLTIID_ Delimiter See CX Settings in the IBM Tealeaf cxImpact Administration Manual Example 1 The following example high
11. 6 At this point you may define the export file location define an FTP server location or define the email recipients for the report 7 To export the configured repot click Export Now Note If you do not have the WebTrends Report Exporter client installed on your local desktop you must download and install it This process may take a few minutes 8 The report is downloaded emailed or FTP ed to the designated destinations e If you chose to download the report to a local file it is loaded in Microsoft Excel 9 You may now import the report as a Tealeaf segment See Import report as Tealeaf segment on page 22 Scheduled export WebTrends provides a scheduled data export facility that can export as a CSV file to a a nominated FTP location or as an email to designated recipients on a scheduled basis Steps The process for creating this scheduled report in WebTrends is as follows 1 Create a new Scheduled Job in WebTrends 2 Select Reporting Profile to be used Chapter 6 WebTrends Integration Solution 21 3 Select an output type of CSV 4 Define FTP or Email Destination of Report a Select Report Template A template is a WebTrends technique for grouping reports together in a table of contents that provides a pre configured view onto the reports for users Select Report to be Exported Define the Time Range for report Define the schedule for report to be exported CON D When the configured schedul
12. ARTICULAR PURPOSE Some states do not allow disclaimer of express or implied warranties in certain transactions therefore this statement may not apply to you This information could include technical inaccuracies or typographical errors Changes are periodically made to the information herein these changes will be incorporated in new editions of the publication IBM may make improvements and or changes in the product s and or the program s described in this publication at any time without notice Any references in this information to non IBM Web sites are provided for convenience only and do not in any manner serve as an endorsement of those Web sites The materials at those Web sites are not part of the materials for this IBM product and use of those Web sites is at your own risk O Copyright IBM Corp 1999 2014 27 IBM may use or distribute any of the information you supply in any way it believes appropriate without incurring any obligation to you Licensees of this program who wish to have information about it for the purpose of enabling i the exchange of information between independently created programs and other programs including this one and ii the mutual use of the information which has been exchanged should contact IBM Bay Area Lab 1001 E Hillsdale Boulevard Foster City California 94404 U S A Such information may be available subject to appropriate terms and conditions including in some cases payment of a fee
13. Administration Manual Configure a descriptive alias in SiteCatalyst for the variable used for integration SiteCatalyst If you are using SiteCatalyst configure the sub relation for the variable used in the integration DataWarehouse If you are using DataWarehouse configure the FTP delivery destination If you are using FTP delivery define an internal process for retrieving the DataWarehouse reports and moving them to the configured Tealeaf integration directory Usage through SiteCatalyst 1 2 Log into Omniture and navigate to SiteCatalyst During analysis of website performance navigate to sub relation report based on variable used for integration Note The integration variable sub relation must be pre configured See Integration steps Download report data in CSV format and save file to local file system Log in to Tealeaf and import sub relation report data using the Import Segment option of the Manage Session Segments screen See Managing Session Segments in the IBM Tealeaf cxResults User Manual After the segment builder process has completed analyze and manage the customer experience and behavior of the visitor segment identified by the imported sub relation report data Usage through DataWarehouse 1 2 Log in to Omniture and navigate to DataWarehouse Define one time scheduled reports or both reports to extract segments of interest Note Reports must include the pre determined integration va
14. Analytics Tealeaf creates a data file that holds the session information and metadata for the segment This file is saved to the FTP server that was defined when the integration settings for IBM Digital Analytics For more information on configuring the integration settings for IBM Digital Analytics see Configuring IBM Tealeaf for IBM Digital Analytics integration on page 11 The data file contains the following data that can be read by IBM Digital Analytics e The name of the segment e The email address that is used for notification when the session IDs for the Tealeaf segment are sent to the FTP server and are available for use in IBM Digital Analytics ID of each Tealeaf customer session e The first and last time stamps of each session For an example of the Tealeaf data file that is exported for IBM Digital Analytics see IBM Digital Analytics data examples IBM Digital Analytics data examples 12 Segment File example The following is an example of the data that Tealeaf exports for IBM Digital Analytics TL SESSION ID TL START TS TL END TS 43F23716C901C5AAD4D31521503DBE10 1363756101 1363756766 5DD66F4484F4FABD751F8B9416259797 1363760019 1363760443 261FE68588637CDA80BEA928EC865BD1 1363756600 1363756916 F895E4DD56ABQAAQAF7C95DAD85C14CC 1363758338 1363758338 42699EC62F5A27D7096211BC70476377 1363757469 1363757469 4FB3E23822EEE2CFC2FE4D6D27A52C67 1363759653 1363759888 AA7786F92731D854477D6E
15. Analytics visit http www ibm com software IBM Digital Analytics integration solution overview The segment file integration method is used to automate the creation of a Tealeaf session segment that corresponds to a segment defined in IBM Digital Analytics The integration is accomplished by supplying a data file that contains a list of values that identify unique customer sessions to the configured Tealeaf Segment Builder For more information about the segment builder see Segment Builder Service in the IBM Tealeaf cxConnect for Web Analytics Administration Manual For the IBM Digital Analytics integration solution IBM Digital Analytics provides a data file which is read by Tealeaf Tealeaf uses this data to format and return session information back to IBM Digital Analytics The integration enables you to create session reports in Tealeaf and then push the data to IBM Digital Analytics Once the data is pushed to IBM Digital Analytics the user can generate reports in IBM Digital Analytics that provide links to Tealeaf session data and replays Configuring IBM Tealeaf for IBM Digital Analytics integration Note Before you configure IBM Tealeaf for integration with IBM Digital Analytics create a shared folder on an FTP server Both applications use the folder to read and write data that is shared between the applications To enable IBM Digital Analytics integration in IBM Tealeaf 1 Create a user account and a shared folder
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17. amples include the names of individuals companies brands and products All of these names are fictitious and any similarity to the names and addresses used by an actual business enterprise is entirely coincidental COPYRIGHT LICENSE This information contains sample application programs in source language which illustrate programming techniques on various operating platforms You may copy modify and distribute these sample programs in any form without payment to IBM for the purposes of developing using marketing or distributing application programs conforming to the application programming interface for the operating platform for which the sample programs are written These examples have not been thoroughly tested under all conditions IBM therefore cannot guarantee or imply reliability serviceability or function of these programs The sample 28 IBM Tealeaf cxConnect for Web Analytics cxConnect for Web Analytics Administration Manual programs are provided AS IS without warranty of any kind IBM shall not be liable for any damages arising out of your use of the sample programs Trademarks IBM the IBM logo and ibm com are trademarks or registered trademarks of International Business Machines Corp registered in many jurisdictions worldwide Other product and service names might be trademarks of IBM or other companies A current list of IBM trademarks is available on the Web at Copyright and trademark information at
18. e Tealeaf system The URL for the image request is as follows http lt HostPathToImage gt t1_img html Source lt Source gt 8Event lt Event gt 8SidName lt SidName gt amp SidValue lt SidValue gt amp Custom1 lt Custom1 gt amp Cus tom2 lt Cus tom2 gt Note Any number of custom name value pairs can be included in the query string parameters of the request In all cases values without spaces are preferred Copyright IBM Corp 1999 2014 3 Table 2 cxConnect Integration through Data Insertion Parameter Required Type Description HostPathToImage Y string Path to the t1_img html file on the target web infrastructure Source string Used to identify the third party or internal system that is generating the request Event string Used to identify the type of event of the request i e start complete etc SidName string Used to identify the name of the cookie used for sessionization in the Tealeaf system Note If session cookie name value pairs are not automatically associated with the request If they are overwritten then the SidName parameter is required to associate the request with its originating session Otherwise the image request will become a one hit session in Tealeaf and may be dropped SidValue string Used to identify the value of the cookie used for sessionization in the Tealeaf system Note If sessio
19. e time is reached the report is generated and exported to the designated directory 10 You may now import the report as a Tealeaf segment See Import report as Tealeaf segment Import report as Tealeaf segment To import the exported report into Tealeaf as a segment the CSV file must be copied to a specific directory in the Tealeaf directory structure or you can import the CSV through the Tealeaf Portal on an ad hoc basis Note You must perform this copy from the output directory to the Tealeaf directory A number of automated tools can be configured to automate this copy Ad hoc import You can import individual CSV files through the Tealeaf Portal through the Manage Session Segments page To import a segment file 1 From the Portal menu select Analyze gt Segments gt Manage Session Segments Click Import Segment Navigate your local computer to find the CSV file to import Specify import properties as needed ok ON Click Upload See Managing Session Segments in the IBM Tealeaf cxResults User Manual Importing in batch mode through the Segment Builder Service Note When segments are imported through the Segment Builder Service they utilize all of the configured properties in the Portal These properties should be reviewed before you import any segments See CX Settings in the IBM Tealeaf cxImpact Administration Manual On the Tealeaf server you must copy the CSV file to the following directory
20. eaf CX UI Capture j2 Release Notes IBM Tealeaf cxImpact IBM Tealeaf cxImpact Administration Manual IBM Tealeaf cxImpact User Manual IBM Tealeaf cxImpact Reporting Guide IBM Tealeaf cxConnect IBM Tealeaf cxConnect for Data Analysis Administration Manual IBM Tealeaf cxConnect for Voice of Customer Administration Manual IBM Tealeaf cxConnect for Web Analytics Administration Manual IBM Tealeaf cxOverstat IBM Tealeaf cxOverstat User Manual IBM Tealeaf cxReveal IBM Tealeaf cxReveal Administration Manual IBM Tealeaf cxReveal API Guide IBM Tealeaf cxReveal User Manual IBM Tealeaf cxVerify IBM Tealeaf cxVerify Administration Manual IBM Tealeaf cx View IBM Tealeaf cxView User Manual IBM Tealeaf CX Mobile IBM Tealeaf CX Mobile Android Logging Framework Guide IBM Tealeaf Android Logging Framework Release Notes IBM Tealeaf CX Mobile Administration Manual IBM Tealeaf CX Mobile User Manual IBM Tealeaf CX Mobile iOS Logging Framework Guide IBM Tealeaf iOS Logging Framework Release Notes 26 IBM Tealeaf cxConnect for Web Analytics cxConnect for Web Analytics Administration Manual Notices This information was developed for products and services offered in the U S A IBM may not offer the products services or features discussed in this document in other countries Consult your local IBM representative for information on the products and ser
21. esults User Manual via File Directory Prepared segment queries are retrieved from the following directory lt Tealeaf install directory gt Integration Segments Operations When the Segment Builder polls the Segments directory it attempts to turn the txt csv or zip files in the directory into sets of queries of the Tealeaf session dataset If the process is successful 1 The segment becomes available through the Managing Session Segments page See Managing Session Segments in the IBM Tealeaf cxResults User Manual 2 The source file is moved to the following directory lt Tealeaf install directory gt Integration Completed 3 If there is a failure the file is moved to the completed directory and the error is logged in the log file In this case no session segment is created Creating Segments for integration The Segment Builder service can create segments out of source files in the following formats e txt CSV e zip which contains content in txt or csv format Query options If desired you can specify the import settings for the queries in the session file Otherwise the default settings are applied Copyright IBM Corp 1999 2014 7 Note Unless specified in the import file query parameters for the imported segments utilize the default parameter values as configured in the Portal If you are regularly using the Segment Builder Service to import segments from a single external system you should conf
22. ew the segment Configuring Tealeaf Segment Builder To complete the configuration of the segment file integration method the Segment Builder parameters need to be set through the Tealeaf portal For more information on the segment builder see e Segment Builder Service in the IBM Tealeaf cxConnect for Web Analytics Administration Manual e CX Settings in the IBM Tealeaf cxImpact Administration Manual Configuration and usage in Omniture This section describes the configuration and usage in Omniture Pre requisites e SiteCatalyst v13 or greater e Available custom conversion variable eVar e DataWarehouse if monthly session count exceeds 500K e Discover Optional Limitations e SiteCatalyst limited to 500K unique values per eVar per month 14 IBM Tealeaf cxConnect for Web Analytics cxConnect for Web Analytics Administration Manual Integration steps 1 Determine shared integration key to be used Often this key is the cookie used for sessionization in Tealeaf Modify web site tagging framework to pass integration key to a pre defined variable in SiteCatalyst which is often a custom eVar Note Tealeaf recommends prepending TLTIID_ to the key The custom conversion variable eVar48 is populated with the integration key var IntegrationKey TLTIID_ TLGetCookie TLTSID s eVar48 IntegrationKey Add the integration key to the Integration settings in Tealeaf See CX Settings in the IBM Tealeaf cxImpact
23. f cxResults User Manual Configuring Segment Builder Service 10 All options for configuring the Segment Builder service are available through the Portal 1 In the Portal menu select Tealeaf gt Portal Management 2 In the left pane select IBM Tealeaf CX Settings 3 Select the Integration category See CX Settings in the IBM Tealeaf cxImpact Administration Manual Access permissions For more information on configuring access permissions for segments see Report Access Permissions in the IBM Tealeaf cxImpact Administration Manual IBM Tealeaf cxConnect for Web Analytics cxConnect for Web Analytics Administration Manual Chapter 4 IBM Digital Analytics Integration Solution IBM Tealeaf supports integration with IBM Digital Analytics By integrating IBM Tealeaf and IBM Digital Analytics you enable access to Tealeaf session data and session replays from reports that are generated by IBM Digital Analytics IBM Digital Analytics removes barriers for going from analytics to action so marketers can increase revenues by targeting prospective customers with relevant content across digital channels IBM Digital Analytics helps marketers increase visitor acquisition and retention rates improve multichannel strategy formation and implementation and optimize budget allocation and marketing mix including email marketing mobile marketing display advertising and social media marketing For more information about IBM Digital
24. f the segment as it appears in the Portal after a successful import DATE_SPAN The number of days preceding the current date that are searched for matching data 8 IBM Tealeaf cxConnect for Web Analytics cxConnect for Web Analytics Administration Manual SEARCH_TERM The variable name in the request data for which to search for matching values SEGMENT_OWNER After import this value identifies the owner of the segment among Tealeaf users ID_PREFIX_USE Set this value to Y to use an integration ID prefix to mark the beginning of fields in the data The value of the prefix is defined in the ID_PREFIX option above e The end of each field s data is defined by a delimiter defined in the parameter DELIMITER above or the end of the line SHARE_SEGMENT To share this segment with all Tealeaf users after it is successfully imported set this value to Y values You may specify values for which to search the field in SEARCH_TERM as individual lines for each value Query format Each line in a segment file represents a different query of the Tealeaf database The following options and settings dictate format Formatting Options Description MD5 N Data in text file for the search query is used The MD5 hash is not applied before the search begins DATA_COLUMN 0 When this value is set to 0 the resulting file is expected to be a single column of values DATE_SPAN 20 The query is created to search the preceding 20 days of data
25. igure the Portal default values to support this integration instead of manually configuring each import file to insert these values as described below For more information on the definitions of each setting and its default value see Managing Session Segments in the IBM Tealeaf cxResults User Manual The following is an example query as it would appear in a text file In this example below the search field that is queried is ordernum for the values A123 B456 or C789 In the file each query must be listed on a single separate line 0ptions MD5 N DATA_COLUMN 0 DELIMITER 1D_PREFIX NOTHING SEGMENT_NAME Order Number Search DATE_SPAN 3 SEARCH_TERM ordernum SEGMENT_OWNER admin 1D_PREFIX_USE N SHARE_SEGMENT N A123 B456 C789 Option Description MD5 If set to Y an MD5 hash is applied to the query string to normalize it for query execution DATA_COLUMN The column in the data file that contains the search term values If each line is a single value then set this value to 0 DELIMITER The column delimiter in the query file The following values are supported pipe e comma e tab use keyword TAB ID_PREFIX The integration ID prefix that is used to identify search terms If no integration ID prefix is used ID_PREFIX_USE N set this value to NOTHING e For more information on this value see CX Settings in the IBM Tealeaf cxImpact Administration Manual SEGMENT_NAME The name o
26. ilder for more information Segment Builder To complete the configuration of the segment file integration method the Segment Builder parameters must be set via the Tealeaf Portal e For more information see the Integration section of CX Settings in the IBM Tealeaf cxImpact Administration Manual 6 IBM Tealeaf cxConnect for Web Analytics cxConnect for Web Analytics Administration Manual Chapter 3 Segment Builder Service The Tealeaf Segment Builder service can be used to create session segments based on externally specified queries of Tealeaf session data For example a third party application can specify a set of queries in a file which are then executed to generate a new session segment Note The Segment Builder Service is a component of IBM Tealeaf cxConnect for Web Analytics a separately licensable component of the IBM Tealeaf CX system please contact your IBM Tealeaf representative Uploading Segment queries This service polls a preconfigured directory inside the Tealeaf install directory for query files executes the queries and assembles the returned session data into a session segment The segment is then available through the Portal e When the license key permits use of the service the Segment Builder Service is started by the Data Service automatically via Portal The preferred method is to upload the file to the directory via the Tealeaf Portal See Managing Session Segments in the IBM Tealeaf cxR
27. ires Marketing Warehouse Integration example For example purposes this section focuses on integrating Tealeaf with the WebTrends Analytics the flagship Analytics solution It is also the most prevalent solution in use Note Tealeaf is technically capable of integrating with Marketing Warehouse However this integration solution has not yet been tested For more information please contact Tealeaf Professional Services WebTrends data collection The most common method of data collection for WebTrends is to use JavaScript tagging e A standard JavaScript tag is inserted into the page which is typically an include file called by lt SCRIPT gt tags in the page e Meta data to supply additional information about the page is implemented in the form of lt META gt tags in the lt HEAD gt section of the page e There is no need to create JavaScript variables within the lt BODY gt of the page itself For example in WebTrends pages can be assigned to content groups which WebTrends uses to aggregate pages under a single reference To assign a page to the Products content group you would include the following lt META gt tag lt META name WT cg_n content Products gt There are a number of standard WebTrends lt META gt tag names that are used to populate reports around specific functionality in WebTrends For example for funnel steps use WT si_x For Revenue use WT tx_s and so on It is also possible to populate complete
28. le limits for the report 3 Verify that the custom report is based on a single dimension the Tealeaf Session Identifier which increases the efficiency of the data processing and decreases the chance of data loss due to reaching the table limits 20 IBM Tealeaf cxConnect for Web Analytics cxConnect for Web Analytics Administration Manual Report export The next step in the process is to export the report as a CSV after which it can retrieved and made available to the directory used by the Segment Builder Service on the Tealeaf server The following report export methods are supported 1 Ad Hoc export Any report in WebTrends can be exported on an ad hoc basis to a basic CSV file This report can be saved as a file sent via email or sent to an FTP server See Ad hoc export 2 Scheduled export You may export as a CSV file to an FTP location or via email See Scheduled export Ad hoc export To export the report in CSV format to a file email or FTP location please complete the following steps Steps The ad hoc export process is as follows 1 When viewing the report in WebTrends click Export Reports at the top of the screen 2 Select CSV File 3 De select Export Enhanced csv data 4 Select the number of rows required for the first and if applicable second dimensions To select all rows use the wildcard 5 Select the method of export e Saved to File e Sent via email e sent via FTP
29. leaf data is integrated into these suites your web analysts can review existing funnel reports and drill down into Tealeaf sessions for further investigation In this manner Tealeaf s rich data set provides aggregated insight and the support details down to the individual field From any of the web analytics products listed below you can define a session segment based upon search criteria you provide This query is submitted to the IBM Tealeaf CX server via the Segment Builder Service and IBM Tealeaf cxConnect for Web Analytics automatically generates a session segment containing the matching set of sessions e See Segment Builder Service in the IBM Tealeaf cxConnect for Web Analytics Administration Manual From this segment you can replay individual sessions or perform further analysis on the segment O Copyright IBM Corp 1999 2014 1 2 IBM Tealeaf cxConnect for Web Analytics cxConnect for Web Analytics Administration Manual Chapter 2 Integration with Tealeaf through cxConnect This document describes the methods for integrating third party applications with the IBM Tealeaf CX platform using IBM Tealeaf cxConnect for Data Analysis The available methods for integration are as follows Table 1 Integrating with Tealeaf through cxConnect Method IBM Tealeaf cxConnect for Data Analysis Description Product Replay Link Voice of Customer Allows replay of a single session See cxConnect Integration through replay links
30. leveraging your enterprise s investments Through these third party suites web analytics can review reports and drill down into Tealeaf sessions for further investigation You may also submit session segments that are generated from your Web Analytics suite to Tealeaf to create a matching set of sessions within Tealeaf The IBM Tealeaf cxConnect for Data Analysis product line contains the following products e cxConnect for Data Analysis Administration Manual in the IBM Tealeaf cxConnect for Data Analysis Administration Manual e cxConnect for Web Analytics Administration Manual e cxConnect for Voice of Customer Administration Manual in the IBM Tealeaf cxConnect for Voice of Customer Administration Manual e cxConnect for Multivariate Testing Administration Manual in the IBM Tealeaf cxConnect for Multivariate Testing Administration Manual Copyright IBM Corp 1999 2014 vi IBM Tealeaf cxConnect for Web Analytics cxConnect for Web Analytics Administration Manual Chapter 1 cxConnect for Web Analytics Overview IBM Tealeaf cxConnect for Web Analytics enables easy integration of Tealeaf session data with third party web analytics applications to reveal trends and anomalies while leveraging your enterprise s investments Note IBM Tealeaf cxConnect for Web Analytics is a separately licensable component of the IBM Tealeaf cxConnect for Data Analysis product from Tealeaf please contact your IBM Tealeaf representative When Tea
31. lights how session segments are created in Tealeaf based on daily scheduled reports that are generated by a business analyst In addition to being delivered to specific individuals via email the daily reports are also placed on a shared internal directory As part of the example an internal process that copies the daily reports to the configured Tealeaf integration directory has already been defined and implemented Every morning the business analyst reviews and analyzes the pre build segment via the Tealeaf portal Example report ScheduledDailyOrders20090117 csv CustomerId IntegrationKey Visits Pages Visit AvgTime Orders Revenue 2313182512 TLTIID_293E9A5E5CAF1O5COOODEE7EE2F16E35 1 14 4 172 8 1 78 11 8388107683 TLTIID_ECFEF562531B10530476BA91ED9DBC59 2 20 1 215 07 3 64 12 6970467013 TLTIID_QDBDEE1C5A7D105A0573E16571F7F785 3 24 343 2 3 177 4 1466584925 TLTIID_138F2D98586F105800E7CCO6F65018AE 3 28 8 429 12 3 169 22 6254196733 TLTIID_277D7D6C527C1052088CADA14E296CFB 1 18 4 97 52 3 83 69 7396376859 TLTIID_347DB4E45279105207DDDEE1E6FF8C80 2 24 9 488 04 2 58 47 9624778192 TLTIID_3D476522570910570004E16571F7F785 3 17 3 167 81 1 101 02 9710688245 TLTIID_4A28CAFE526010520213B3668C2E53B0 3 26 1 195 75 1 234 59 Steps To view the session segments 1 Log in to the Tealeaf Portal Copyright IBM Corp 1999 2014 13 2 In the Portal menu navigate to the Session Segments page by clicking Analyze gt Session Segments gt Manage Session
32. lt Tealeaf install directory gt Integration Segments When the CSV file is copied to the above directory the Segment Builder Service renders into a segment You can determine when the segment has been completed by checking the following directory lt Tealeaf install directory gt Integration Completed See Segment Builder Service in the IBM Tealeaf cxConnect for Web Analytics Administration Manual 22 IBM Tealeaf cxConnect for Web Analytics cxConnect for Web Analytics Administration Manual Accessing the imported segment When the segment has been created in Tealeaf you can see this segment under the Analyze gt Segments gt Manage Segments menu e You may choose to list the sessions for this segment or to replay specific sessions e You may also analyze this segment to understand factors and patterns that are common between the sessions in the segment See Managing Session Segments in the IBM Tealeaf cxResults User Manual Chapter 6 WebTrends Integration Solution 23 24 IBM Tealeaf cxConnect for Web Analytics cxConnect for Web Analytics Administration Manual Chapter 7 IBM Tealeaf documentation and help IBM Tealeaf provides documentation and help for users developers and administrators Viewing product documentation All IBM Tealeaf product documentation is available at the following website https tealeaf support ibmcloud com Use the information in the following table to view the product documentatio
33. ly custom lt META gt tags for any custom data on which you wish to report in WebTrends Note It is currently best practice to use the WT z prefix for these custom variables The DCSext prefix can also be used Tealeaf integration with WebTrends Analytics The Tealeaf integration method outlined below has been validated for the WebTrends Analytics product 18 IBM Tealeaf cxConnect for Web Analytics cxConnect for Web Analytics Administration Manual e Some steps below are required changes in the integration if the WebTrends solution is hosted Pre Requisites There are a number of pre requisites for integrating your WebTrends solution with Tealeaf 1 Any WebTrends Analytics product software or OnDemand that includes the Custom Reports capability Supported products e WebTrends Analytics Advanced Analysis software e WebTrends Analytics Advanced Marketing OnDemand e WebTrends Analytics Commerce Edition OnDemand e Any version of WebTrends Analytics with the additional Custom Reports pack applied to it 2 JavaScript tagging must be used as the data collection method for WebTrends e It is possible to use Web Server Logs as a data source for WebTrends on premise software This data collection method is not currently supported for WebTrends integration with Tealeaf Integration solution To facilitate the integration your web application must issue a session identifier that can be used by both Tealeaf and WebTrends Thi
34. n cookie name value pairs are not automatically associated with the request or if they are overwritten then the SidValue parameter is required to associate the request with its originating session Otherwise the image request will become a one hit session in Tealeaf and may be dropped cxConnect integration through segment files 4 The segment file integration method is used to automate the creation of a Tealeaf session segment that corresponds to a segment defined in a third party system The integration and automation is accomplished by supplying a file containing a list of values that identify unique customer sessions to the configured Tealeaf Segment Builder Once created by the Segment Builder the session segment is available for review and analysis via the Tealeaf Portal e For more information on configuring Segment Builder see the Integration section of CX Settings in the IBM Tealeaf cxImpact Administration Manual IBM Tealeaf cxConnect for Web Analytics cxConnect for Web Analytics Administration Manual Examples The following examples show how session segments are created in IBM Tealeaf Example 1 In the following example we show how a session list generated from Google Analytics is used to create a session segment in Tealeaf The following JavaScript functions enables the cookie value used for identifying unique customer sessions in Tealeaf to be included in and exported from Google Analytics reports
35. n for IBM Tealeaf Table 3 Getting help To view Do this Product documentation Help for a page on the IBM Tealeaf Portal On the IBM Tealeaf portal go to gt Product Documentation On the IBM Tealeaf portal go to gt Help for This Page Available documents for IBM Tealeaf products Use the following table to view a list of available documents for all IBM Tealeaf products Table 4 Available documentation for IBM Tealeaf products IBM Tealeaf products Available documents IBM Tealeaf CX IBM Tealeaf Customer Experience Overview Guide IBM Tealeaf CX Client Framework Data Integration Guide IBM Tealeaf CX Configuration Manual IBM Tealeaf CX Cookie Injector Manual IBM Tealeaf CX Databases Guide IBM Tealeaf CX Event Manager Manual IBM Tealeaf CX Glossary IBM Tealeaf CX Installation Manual IBM Tealeaf CX PCA Manual IBM Tealeaf CX PCA Release Notes Copyright IBM Corp 1999 2014 25 Table 4 Available documentation for IBM Tealeaf products continued IBM Tealeaf products Available documents IBM Tealeaf CX IBM Tealeaf CX RealiTea Viewer Client Side Capture Manual IBM Tealeaf CX RealiTea Viewer User Manual IBM Tealeaf CX Release Notes IBM Tealeaf CX Release Upgrade Manual IBM Tealeaf CX Support Troubleshooting FAQ IBM Tealeaf CX Troubleshooting Guide IBM Tealeaf CX UI Capture j2 Guide IBM Teal
36. opyright IBM Corp 1999 2014 Configuring IBM Tealeaf for IBM Digital Analytics integration Sa ML Data collection for IBM Digital Analytics NS IBM Digital Analytics data examples 12 Chapter 5 Omniture Integration Solutions SG ae veka 13 Integration method 1 senere file Do ze a 1B Examples 2 4 lt lt 8 4 5 2 a 1B Configuring Tealeaf co 14 Configuration and usage in Omniture 14 Chapter 6 WebTrends Integration SOON s s o Oe 2 eB ea we 2 TT Overview of WebTrends 17 Current WebTrends offerings 17 Integration example 18 WebTrends data collection z a 4 18 Tealeaf integration with WebTrends Analytics 5 4 4 18 Pre Requisites 19 Integration solution 19 Report creation s ane b e s 4 19 Report export gee a eel Import report as Tealeaf segment wae Ay fe ua D Chapter 7 IBM Tealeaf documentation and help 2 ss 8 8 ew ee ee 2 25 Notices 0 eee 27 Trademarks Lp oa pow e ZO Privacy Policy Considerations eo o a e Se ee iii iv IBM Tealeaf cxConnect for Web Analytics cxConnect for Web Analytics Administration Manual cxConnect for Web Analytics Administration Manual IBM Tealeaf cxConnect for Web Analytics enables easy integration of Tealeaf session data with third party web analytics applications to reveal trends and anomalies while
37. r the hosted or software version of WebTrends is being used e Hosted WebTrends OnDemand The WebTrends Administrator must contact WebTrends Technical Support and ask them to increase the limits on the specific reports used to export session segments for Tealeaf For more information on configuring the limits see Reporting best practices for Tealeaf Integration reports e Installed software Your WebTrends Administrator can modify table limits for reports and can increase them for specific reports However you should still review and following the best practices listed below Reporting best practices for Tealeaf Integration reports Recommended practices for Tealeaf Integration Reports 1 Create a separate WebTrends Profile for the Tealeaf Integration reports A WebTrends profile is a set of standard and custom reports that have common rules and settings applied to them when they are processed A Integration profile specific to Tealeaf should be created It should only contain the Tealeaf Integration reports 2 Set the WebTrends Profile to create reports based at the smallest time interval as possible You can configure a profile to calculate and aggregate data on a daily weekly monthly quarterly or yearly basis Verify that the profile only aggregates at a daily level or at the smallest time interval as possible When aggregating on a daily basis the table limits are re cycled each day which minimizes the chance of reaching tab
38. report on which the session segment export is based Chapter 6 WebTrends Integration Solution 19 WebTrends Analytics includes a custom report building facility Within the custom report builder the WebTrends user must complete the following steps 1 Create a Custom Dimension based on the WT z_t1_sessionid parameter This dimension should be configured to count on the first occurrence during the Visit 2 Create a Custom Report with the new Custom Dimension as the first dimension in the report It is possible to have up to 2 dimensions in a single report and you can also apply custom filters to the report e It is not important which metric is used in the report Useful examples are Visits or Page Views Table limits WebTrends Analytics reports are limited by a concept called table limits In WebTrends table limits place limits around the report so that the reporting interface and underlying proprietary data structures provide a high level of performance These parameters limit the amount of data that can be populated into the report at any one time e When the limit is reached WebTrends either auto trims the least popular entries or stops populating with new data depending on the report structure A report containing session identifiers as the first dimension is likely to be very large and the table limits are likely to be encountered very quickly If the report reaches its table limits the course of action depends on whethe
39. riable See Integration steps Note Reports configured for FTP delivery will leverage the pre defined FTP retrieval process Log in to the Tealeaf Portal to analyze and manage the customer experience and behavior of the visitor segment identified by a pre configured DataWarehouse report Chapter 5 Omniture Integration Solutions 15 4 If DataWarehouse reports are configured for email delivery download and import them into Tealeaf via the Import Segment option of the Manage Session Segments interface See Managing Session Segments in the IBM Tealeaf cxResults User Manual 5 You can now analyze the segment 16 IBM Tealeaf cxConnect for Web Analytics cxConnect for Web Analytics Administration Manual Chapter 6 WebTrends Integration Solution The section outlines a technique for integrating Tealeaf with your WebTrends Analytics solution After an outline of the WebTrends solution set the document focuses on methods of integration with WebTrends Analytics that uses the Segment Builder Service in Tealeaf to import segments of sessions generated by WebTrends e See Segment Builder Service in the IBM Tealeaf cxConnect for Web Analytics Administration Manual Overview of WebTrends WebTrends was one of the pioneering solutions in the Web Analytics marketplace and has retained its leadership in that market The solution set has evolved over time from a basic software based hit counter into a complex enterprise Web Analytic
40. s session identifier needs to be inserted into the proper lt META gt tag for use by WebTrends Tealeaf can be configured to extract and use this session identifier as Tealeaf s session identifier Defining this session identifier may require involvement with your web development team For more information please contact Tealeaf Professional Services The integration of WebTrends with Tealeaf depends on a custom lt META gt tag being implemented in each page of the web application that contains the session ID used by Tealeaf This inclusion enables reports to be created in WebTrends that can be exported as session segments which can be imported into Tealeaf through the Portal on an ad hoc basis or in batch mode using the Tealeaf Segment Builder Service See Segment Builder Service in the IBM Tealeaf cxConnect for Web Analytics Administration Manual Integration lt META gt tag It is recommended that you use a custom lt META gt tag named WT z_tl_sessionid This tag should be used to capture the Tealeaf Session ID On each page this identifier is implemented as a lt META gt tag that looks like following lt META name WT z_tl_sessionid content _insert session identifier here_ gt When this tag has been implemented and deployed to each appropriate page on the web application WebTrends begins collecting the report data necessary for export Report creation When the data has been collected the next step is to create the
41. s solution that can be delivered in either a software as a service SAAS model or as an installed software product Current WebTrends offerings The current WebTrends suite has a number of product offerings in the Web Analytics space 1 WebTrends Analytics The core web analytics solution provided by WebTrends this product is in use by the vast majority of WebTrends customers It can be delivered in as hosted software as a service known as WebTrends OnDemand or as an installed software product 2 WebTrends Marketing Warehouse This foundation layer for WebTrends high end visitor analysis modules is a relational SQL Server Data mart with a published schema e It contains tables holding individual visitor records typically identified through the use of WebTrends first party visitor cookie and also transaction tables that log specific events that occur during a users visit based on tags e It contains lookup tables that can be populated from external systems e g product SKU details campaign details customer names addresses etc e Warehouse data can be accessed through WebTrends new query tool that has a business abstraction layer for ease of use by business users or by writing SQL directly to the database this is restricted if using the OnDemand version have to get queries written by WebTrends and they charge for each query definition Data extracts can also be scheduled and sent to FTP email etc The other access me
42. th Tealeaf through cxConnect 5 TLSess1D 347DB4E45279105207DDDEE1E6FF8C80 2 5 197 5 0 0 2 0 0 0 2 0 0 0 0 0 TLSess1D 3D476522570910570004E16571F7F785 2 3 5 85 5 0 0 2 0 0 0 2 0 0 0 0 0 TLSessID 4A28CAFE526010520213B366802E53B0 2 3 5 36 5 0 0 2 0 0 0 2 0 0 0 0 0 Example export file post data cleansing 293E9A5E5CAF105CO00DEE7EE2F16E35 ECFEF562531B10530476BA91ED9DBC59 ODBDEE1C5A7D105A0573E16571F7F785 138F2D98586F105800E7CC06F65018AE 277D7D6C527C1052088CADA14E296CFB 347DB4E45279105207DDDEE1E6FF8C80 3D476522570910570004E16571F7F785 4A28CAFE526010520213B3668C2E53B0 Example 2 Omniture 1 Tag TLSessID 2 Define segment in Omniture 3 Define DataWarehouse export task in Omniture a FTP location 4 Define company procedure for retrieving cleaning and moving export Example 3 Coremetrics 1 Tag TLSessID or Client Session ID conversion event a Add JS file that includes Client Session ID conversion event as part of cmCreateTechPropsTag function b Add cmCreateConversionEventTag TLSessID 2 TLSessIDEvent 100 Define segment in Coremetrics Define FTP destination in Coremetrics Define Key Segment in Coremetrics 91 2 409 10 Define Export Builder task in Coremetrics a Recurring b Completed Events c Session based 6 Define company procedure for retrieving cleaning and moving export Configuring Tealeaf Some additional parameters need to be configured to complete the integration See Segment Bu
43. thods are Visitor Intelligence see below and Explore which is a decision tree based segmentation tool e Marketing Warehouse can be implemented as a hosted OnDemand or On Premise software solution 3 WebTrends Visitor Intelligence Visitor Intelligence is an analysis layer based on Microsoft s Analysis Services OLAP technology It allows a business user to slice and dice a predefined cube of data to segment and analyze visitor behavior e Mostly used to identify micro segments for targeted marketing campaigns Visitor Intelligence is loaded on a scheduled basis a few times a day from the Marketing Warehouse database It is most useful for small to medium eCommerce sites Copyright IBM Corp 1999 2014 17 e Visitor Intelligence is ONLY available in hosted form OnDemand e Visitor Intelligence requires Marketing Warehouse 4 WebTrends Score This product is used to measure visitor engagement Scores are attributed to individual visitors based on their activity on the website The scores are stored in the Marketing Warehouse and can be queried from there or analyzed in the Visitor Intelligence cubes e This solution enables visitor segmentation based on engagement with the site or with specific areas e g visitors who regularly shop for shoes e There is no defined best practice on this form of scoring and most organizations are still struggling to get the basics of web visitor segmentation implemented e WebTrends Score requ
44. vices currently available in your area Any reference to an IBM product program or service is not intended to state or imply that only that IBM product program or service may be used Any functionally equivalent product program or service that does not infringe any IBM intellectual property right may be used instead However it is the user s responsibility to evaluate and verify the operation of any non IBM product program or service IBM may have patents or pending patent applications covering subject matter described in this document The furnishing of this document does not grant you any license to these patents You can send license inquiries in writing to IBM Director of Licensing IBM Corporation North Castle Drive Armonk NY 10504 1785 U S A For license inquiries regarding double byte DBCS information contact the IBM Intellectual Property Department in your country or send inquiries in writing to Intellectual Property Licensing Legal and Intellectual Property Law IBM Japan Ltd 19 21 Nihonbashi Hakozakicho Chuo ku Tokyo 103 8510 Japan The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION AS IS WITHOUT WARRANTY OF ANY KIND EITHER EXPRESS OR IMPLIED INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF NON INFRINGEMENT MERCHANTABILITY OR FITNESS FOR A P
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