ATGMulti App

atg
Version 2007.1
Multiple Application Integration Guide
ATG
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Cambridge, MA 02142
www.atg.com
ATG Multiple Application Integration Guide

Document Version
Doc2007.1 MULTIAPPv1 7/13/07
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Contents
Introduction
Audience
Documentation Conventions
Related Documentation
1
1
2
Multiple Applications Overview
Terminology
About the Applications
3
6
Architecture Overview
Agent Facing Cluster
ATG Response Management Administration Server
Management Cluster
Customer Facing Cluster
ATG Campaign Optimizer Server
ATG Customer Intelligence Instance
ATG Search Answer Engine Process
Agent Data Warehouse Load Server
Management Data Warehouse Load Server
Relationships between Clusters, Users, and Scenario Servers
Installing and Configuring Multiple Applications

Obtain ATG Products and Resources
Review Installation Requirements
Create Database and Server Accounts
Install the JDK and Utilities
Install the Application Server
Install the ATG Platform
Install Database Drivers and Set Environment Variables
Install ATG Applications
Create Database Schema
Set up Data Source Components
Import Initial Data
Determine Startup Modules, Administrative Accounts, and Context Roots
Start ATG Platform and Applications
Set up the Deployment Topology and Initialize Deployments
15
16
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20
20
23
23
24
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25
25
25
25
26
26
26
26
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27
iii
Contents
Configure Remaining Components

Create Site Data
Verify that Services are Running
27
28
28
Appendix A: Troubleshooting
29
Index
31
iv
Contents
1 Introduction
This manual provides best practice instructions for installing, configuring, and running multiple ATG
applications in an integrated environment
This chapter includes the following sections:
Audience
Audience
This manual is intended for system administrators responsible for installing and configuring ATG
applications.
The following conventions are used throughout the documentation:
Convention
Explanation
Italics
Introduces new terms and indicates emphasis.
Bold
Emphasizes important information, or indicates field names, menu items, or

button names.
monospace
Indicates syntax examples, values that you specify, or results that you
receive.
Brackets [ ]
Indicates optional items. For example, in the following statement: SELECT

[DISTINCT], DISTINCT is an optional keyword.
1
1 - Introduction
For a complete list of ATG manuals that are specific to the applications you might be installing, see About
the Applications.
The following ATG manuals provide additional reference information:
Document
Description
ATG Installation and Configuration Guide
Describes how to install and configure the ATG

platform.
ATG Business Control Center

Administration and Programming Guide
Describes how to configure the ATG Business

Control Center. Includes information on creating and
managing user profiles, organizations, and roles.
Explains how to customize the ATG Business Control
Center user interface. Intended for system
administrators and developers.
ATG Personalization Programming Guide
Describes programming tasks for the ATG

Personalization and Scenarios modules. Includes
information on setting up profile repositories,
creating targeting rules and services, configuring
scenario servers, and adding custom scenario events
and actions.
2
1 - Introduction
2 Multiple Applications Overview
This chapter provides an introduction to using multiple ATG applications. It introduces the terminology
used to describe a multiple application configuration, and provides an overview of the ATG applications
that you can install in a multiple application environment.
The chapter includes the following sections:
Terminology
Terminology
This section includes descriptions of the terms or concepts used throughout this manual to describe the
installation and configuration of multiple ATG applications.
Agent Facing Server

This is the server (or cluster of servers) on which you install the agent facing pieces of your applications
and services.
For more information about the agent facing server and the applications that can run on it, see the
architecture diagram and Agent Facing Cluster in Architecture Overview.
Management Server
This is the server (or cluster of servers) on which you install the applications and services used to manage
and publish assets to the customer facing server. Assets include applications and services.
This is also called the asset management server, the publishing server, or the Content Administration
server.
For more information about the management server and the applications that can run on it, see the
architecture diagram and Management Cluster in Architecture Overview.
Cluster
In a multiple application configuration, you can have clusters (groups) of management servers, customer
facing servers, and agent servers. The servers in each cluster must be configured to correctly
communicate with each other.
3
2 - Multiple Applications Overview
For more information about working with clusters, refer to the instructions on setting up clustering for
your application server in the ATG Installation and Configuration Guide.
Customer Facing Server

This is the server (or cluster of servers) on which you install the customer facing pieces of your
applications and services.
This is also called the production server.
For more information about the customer facing server and the applications that can run on it, see the
architecture diagram and Customer Facing Cluster in Architecture Overview.
ATG Customer Intelligence (ACI) Server

This is the server that supports the ATG Customer Intelligence product and report generation for ATG
applications.
For more information about the ACI server, see the architecture diagram and ATG Customer Intelligence
Instance in Architecture Overview.
Data Warehouse Load Server

This is the server that supports the Data Warehouse (DW), the reporting and analysis database, for ATG
applications.
For a complete view of the Data Warehouse load servers and what they might include, see the
architecture diagram, Agent Data Warehouse Load Server, and Management Data Warehouse Load Server
in Architecture Overview.
Internal and External Users

When defining your users in the ATG Business Control Center, there is a concept of two types of users:
internal and external.
Internal users are your employees who use directly use the ATG applications. Examples of internal users
are customer service representatives responding to inquiries from your customers, or application
managers setting up an application according to your preferences.
External users are your customers, such as someone making a purchase on your Web site or requesting
assistance regarding an order.
For more information about managing users for your ATG applications, see the following documentation:
ATG Business Control Center Users Guide
ATG Business Control Center Administration and Development Guide
ATG Personalization Programming Guide
ATG Personalization Guide for Business Users
4
Internal and External Scenarios

You can create scenarios for internal or external users. Scenarios are a series of choreographed
interactions that are tailored to the user. For example, you can create an external user scenario that
customizes the Web site content, promotions, and e-mail messages based on that users actions when
visiting your Web site. You can create an internal user scenario for use by customer service
representatives to guide them through a suggested sequence of events when interacting with a
customer.
For details about scenarios, creating them, and setting up your system to use them, see Creating Scenarios
in the ATG Personalization Guide for Business Users and Scenarios Module Programming in the ATG
Personalization Programming Guide.
ATG Response Management (ARM) Administration Server

This is the server on which you install ATG Response Management Administration, which is used to
manage and publish ATG Response Management assets to the agent facing server.
For more details about the ATG Response Management server fits into a multiple application
configuration, see the architecture diagram and ATG Response Management Administration Server in
Architecture Overview.
ATG Search Answer Engine (or Search Server)

This is a C++ process that receives and processes requests for searches
For a view of how the ATG Search Answer engine fits into a multiple application configuration, see the
architecture diagram and ATG Search Answer Engine Process in Architecture Overview.
For details about setting up ATG Search, see the ATG Search Installation and Configuration Guide and the
ATG Search Administration Guide.
Scenario Servers
Scenario servers are servers that handle scenario events or actions. .A scenario server can be an individual
scenario server or a global scenario server. Scenario editor servers are instances of process editor servers.
For details about scenarios and the types of scenario editor servers, see Scenarios Module Programming in
the ATG Personalization Programming Guide.
Shared Repositories
Shared repositories are repositories that run on dissimilar ATG instances, but point at the same database
table.
In the following example, the agent facing and customer facing clusters each have a repository named
atg/userprofiling/ProfileAdapterRespository that points to the same database schema that contains
external profiles. These profiles represent the customers. The agent facing cluster has a pointer to the
external profiles so that agents (internal users) can assist customers visiting the customer facing Web site.
The customer facing cluster points to the external profiles, because the customers are the external users
(their profiles are stored in the database).
5
Shared Respository Example

You can install and run several ATG applications together at your site to provide an integrated suite of
services for your employees and customers.
This section provides a brief description of the applications that you can currently install and use
together. It includes references to the documentation for each application. The descriptions include
application name abbreviations used in the architecture diagrams in this chapter.
6
ATG Application
Description
Documentation
ATG Adaptive
ATG Adaptive Customer Outreach (ACO) enables

users to create and manage customer
interactions related to marketing and serviceoriented campaigns, such as product
promotions, purchasing incentives, or service
change alerts. ATG Adaptive Customer Outreach
also provides the tools for users to understand
and measure the effectiveness of these
campaigns.
ATG Adaptive Customer

Outreach Administration and
Development describes how
to install, configure, and use
Outreach, including
Management, Runtime, and
the E-Mail Editor.
ATG Campaign Optimizer (CO) allows users to

conduct simultaneous tests on multiple
promotions, products, page content, and page
layout. This enables companies to choose the
best combinations of features, content,
promotions and page layout for their sites.
ATG Campaign Optimizer User

Guide describes how to use
ATG Campaign Optimizer
and ATG Campaign
Optimizer for Commerce to
create A/B split tests that
compare alternate page
layouts, navigation, and
content.
Customer
Outreach
ATG Campaign
Optimizer

Outreach Guide for Business
Users is designed to help
business users understand
and work with ACO
Management to create and
deploy campaigns.
7
ATG Application
Description
Documentation
ATG Commerce
(B2C)
ATG Commerce is the foundation for users

online stores by providing everything
companies need to manage their product
databases, pricing, inventory, fulfillment,
merchandising, targeted promotions, and
customer relationships.
ATG Commerce Programming

Guide describes how to
configure and customize ATG
Consumer Commerce and
ATG Business Commerce.
ATG Commerce Guide to
Setting up a Store describes
how to use ATG Business
Commerce and ATG
Consumer Commerce to
create an online store.
ATG Consumer Commerce
Reference Application Guide
introduces the Pioneer
Cycling store - the ATG
Consumer Commerce
Reference Application. It
provides details about how
the site is built using ATG
Consumer Commerce main
components and customized
components. The site is
intended to be used as an
example or template for your
own Web site.
ATG Commerce
Service Center
ATG Commerce Service Center (CSC) is a

customizable and deployable customer service
application that enables companies using ATG
Commerce to perform customer service tasks,
such as creating and managing organization
profiles and customer profiles, creating and
managing orders, issuing refunds and
exchanges, processing returned items, and
researching customer activity.
ATG Commerce Service Center

User Guide describes how to
install, configure, and use
ATG Commerce Service
Center, a customer service
application for ATG Business
Commerce and ATG
Consumer Commerce sites.
8
ATG Application
Description
Documentation
ATG Content
ATG Content Administration (CA) helps users

create and maintain content for ATG-built Web
applications. It allows users to manage all stages
of the content lifecycle, including creation,
approval, and deployment.
ATG Content Administration

Guide for Business Users is
designed to help business
users understand and work
with ATG Content
Administration. It describes
how to use the ATG Business
Control Center to create and
manage Web site assets.
Administration
You use Content Administration to set up asset

preview (Preview), a feature that provides asset
preview functionality.

Programming Guide describes
how to set up and customize
and its browser-based user
interface, the ATG Business
Control Center. It also
describes how to deploy
content to a production Web
site and how to set up asset
preview.
9
ATG Application
Description
Documentation
ATG Customer
ATG Customer Intelligence (ACI) helps users

organize and understand their company data by
using ATG Customer Intelligence components to
view or create business reports related to the
companys internal or external customer
interactions.
ATG Customer Intelligence

Installation and Configuration
Guide describes how to install
and configure ATG Customer
Intelligence.
Intelligence
ATG Customer Intelligence

Data Warehouse Guide
describes the ATG data
warehouse, including
database tables and the
metadata models used in the
ATG applications.
ATG Reporting Center User
Guide contains information
and instructions for viewing,
scheduling, creating, and
distributing reports using the
Reporting Center.
ATG Query Studio User Guide
describes how to create
simple queries and reports
using Query Studio.
ATG Report Studio User Guide
describes how to create
standard and complex
reports using Report Studio.
10
ATG Application
Description
Documentation
ATG Knowledge
ATG Knowledge (KW) is a problem resolution

and knowledge management solution for use in
call centers and help desks. It enables employees
in these organizations to find content, capture
customer issues, and trigger content authoring
and publication.
ATG Knowledge Configuration

Guide describes ATG
Knowledge concepts and
tasks for system
administrators, such as
configuring ATG Knowledge
to work with ATG Search.
ATG Knowledge Guide for
Business Users is designed to
help business users
understand and work with
ATG Knowledge using the
ATG Workspace user
interface. It describes how to
perform typical tasks such as
searching for content to help
customers, creating complex
search queries, authoring
content, sending content via
e-mail, and viewing reports.
ATG
Merchandising
ATG Merchandising (Merch) provides a way for

business users to create and refine commerce
catalogs. Users can create catalogs and populate
them with categories, products, and SKUs, as
well as create and refine images and copy
associated with products and SKUS, and deploy
the information to company Web sites.
ATG Merchandising User Guide

describes how to install,
configure, and use ATG
Merchandising.
11
ATG Application
Description
Documentation
ATG Response
ATG Response Management (ARM) is a customer

facing e-channel management product that
provides Internet customer services operations
with the means to securely handle high volumes
of inbound and outbound messaging.
ATG Response Management

Installation and Configuration
Guide describes how to install
and configure ATG Response
Management. It covers the
tasks associated with setting
up and maintaining the
system infrastructure and
interfaces. It also describes
how to install ATG Response
Management reports and set
the Reporting Summary
Service schedule.
Management

Administration Guide
describes all areas of
Response Management
business administration,
including classifying and
routing incoming e-mail and
SMS messages, specifying
appropriate responses, and
using Response Management
reports.
User Guide describes how to
work with incoming e-mail
and SMS messages in the
ATG Service Center.
12
ATG Application
Description
Documentation
ATG Search
ATG Search is a natural-language processing

search engine that enables users to zero in on
the information that they need, regardless of
format, location, or language.
ATG Search Installation and

Configuration Guide describes
how to install, configure, and
run ATG Search.
ATG Search Administration
Guide describes how to use
the ATG Search
Administration Console to
prepare and index content,
make searchable content
available to end-users, and
maintain ATG Search.
ATG Commerce Search Guide
describes how to use ATG
Platform with ATG Search to
index and search content
from repositories and other
sources. Also describes
Commerce-specific
extensions for searching
standard and custom product
catalogs.
ATG Search Query Reference
Guide describes in detail the
Search query types and
response data, and provides
an introductory description
of ATG Search technology.
ATG Self Service
ATG Self Service (SS) enables companies to

provide customer-oriented self service to their
customers. ATG Self Service streamlines
information retrieval, simplifies research, and
accesses enterprise applications in which
customer information resides to create a
personalized self service experience.
ATG Self Service Installation

and Configuration Guide
describes ATG Self Service
concepts and tasks for
system administrators, such
as installing ATG Self Service,
configuring it to work with
ATG Search, and adding ATG
Self Service to an existing
site.
13
ATG Application
Description
Documentation
ATG Service
ATG Service Administration enables users to

modify settings in ATG Self Service and ATG
Knowledge.
ATG Service Installation and

Configuration Guide describes
ATG Service Administration
concepts and tasks for
application administrators,
such as installing ATG Service
Administration, configuring it
to work with ATG Knowledge
and ATG Self Service, and
using ATG Service
Administration to modify
settings in ATG Knowledge
and ATG Self Service.
ATG Ticketing provides companies with the

tools needed to record and track customer-and
transaction driven inquiries and events received
through call center, order placement, and similar
applications.
ATG Ticketing Guide for

Business Users describes ATG
Ticketing concepts and tasks
for system administrators, for
set up and configuration with
the ATG Service suite of
applications.
Administration
ATG Ticketing
ATG Ticketing is automatically installed when

you install several other ATG applications.
14
3 Architecture Overview
This section describes the system architecture for an ATG installation running multiple ATG applications. It
includes a diagram of the recommended architecture for multiple applications, and provides additional
system details in the following sections
Management Cluster
15
3 - Architecture Overview

The following applications run on the agent facing cluster:
ATG Commerce Service Center (CSC)
ATG Knowledge (KW)
ATG Service Administration
ATG Response Management (ARM)
You use the ATG Business Control Center (BCC) to manage agent server internal and external users,
organizations, roles, internal and external user segments, deployments (such as Knowledge customer
deployments to ATG Self Service (SS), and assets.
The ATG Service Center runs on the agent facing cluster and is available to agents (a type of internal user)
who have the appropriate roles (with permission to access the Service Center). You can also use the ATG
Business Control Center to provide internal user access to Service administration, ATG Customer
Intelligence (ACI), and ATG Search administration (with the appropriate configuration).
16
An agent facing cluster requires an internal scenario editor server. It also can run external scenarios as an
individual scenario server pointing at the external scenario editor server (that typically runs on the
customer facing cluster).
The Knowledge Data Warehouse loader must run on this cluster.
For details about setting up and running applications, refer to the documentation for each application.
For a list of applications and their associated documentation, see About the Applications.

ATG Response Management (ARM) Administration is the only application running on the Response
Management Administration server.
Response Management Administration is available in the ATG Business Control Center. Internal users with
the appropriate roles have access to this application, in which they can create message routing rules and
manage assets. Response Management administrators also use the ATG Business Control Center to
manage internal users, roles, organizations, and deployments from Response Management
Administration to the agent facing cluster.
The Response Management server requires an internal individual scenario server that points to the
scenario editor server on the agent facing cluster, and an external individual scenario server that points to
the scenario editor server on the customer facing cluster.
For details about installing and configuring ATG Response Management, see the ATG Response
Management Installation and Configuration Guide. For details about setting up ATG Response
Management Administration, see the ATG Response Management Administration Guide.
Management Cluster
Applications that usually run on the management cluster include the following:
ATG Adaptive Customer Outreach (ACO)
ATG Merchandizing (Merch)
ATG Content Administration (CA)
These applications are available via the ATG Business Control Center to internal users with the
appropriate roles so that they can complete tasks such as creating campaigns or promotions.
Administrators use the ATG Business Control Center to manage internal and external users, organization,
roles, internal user segments, deployments from the management cluster to the customer facing cluster,
and assets.
Depending on your system configuration, the ATG Business Control Center can include links to ATG
Search administration.
The management cluster uses the default, internal scenario server. It can also manage scenarios that are
deployed to the customer facing server by configuring an external individual scenario server.
17
If the asset preview feature (Preview) is enabled, the cluster includes a repository of Preview users. An
external, Preview scenario server is required to preview external users.
For details about setting up your ATG management server, refer to the documentation for the
applications you will be using. For a list of applications and their associated documentation, see About
the Applications.
For details about using the Preview feature, see the following documents:
Setting up Asset Preview in the Customizing Asset Display section of the ATG Content
Administration Programming Guide.
Configuring Asset Manager Preview in the Configuring the Asset Manager section of the
ATG Business Control Center Administration and Development Guide.

The customer facing cluster includes customer facing applications available through Web sites, including
the following:
Financial applications, such as Quincy Funds
Commerce applications, such as Pioneer Cycling
Portal applications
These application users are external users.

If this cluster runs ATG Self Service, it receives deployments from the management cluster and from the
agent facing cluster.
Internal users with the appropriate roles can use the ATG Business Control Center to manage application
users on the agent facing cluster or the management cluster.
All instances in the cluster run the same modules (including ABTest.runtime and Outreach.runtime, as
well as the modules for outward facing applications).
The customer facing cluster requires an external scenario editor server. You must designate one instance
in the cluster as the scenario editor server; it will be a global scenario editor server. (Multiple instances can
be global scenario servers.) The instance you designate as the scenario editor server is usually dedicated
to that task; the load manager does not send it Web traffic in production.
Another instance in the cluster is usually dedicated to running lock managers, and the load manager does
not send it Web requests.
For details about setting up and running applications, refer to the documentation for each application.

The server runs ABTest.management and usually ABTest.reporting, as well as the customer facing
applications.
18
The ATG Campaign Optimizer (CO) application has two different sets of users: those that log into the
ABTest management user interface, and those that log into the customer facing site. These users are
stored in separate database tables in production.
The architecture diagram and the table in Relationships between Clusters, Users, and Scenario Servers
illustrate that, in general, the primary users for internal servers are internal users and the primary users for
external servers are external users. ATG Campaign Optimizer differs from the other servers in this aspect.
The table lists external users as its primary users, yet it appears in the architecture drawing as an internal
application. ATG Campaign Optimizer is shown in the drawing as an internal application, because the link
to the management user interface is not made available to the same set of users who visit the external
Web site.
Internal users with the appropriate roles can manage application users via the ATG Control Center (ACC)
that connects to the clusters RMI port.
You create scenarios on the Campaign Optimizer management server (on which there must be an
external scenario editor server), and then use a manual process to copy them to the customer facing
server for running. The customer facing server must have an external scenario editor server to preview
tests.
For details about setting up your system to run ATG Campaign Optimizer, see the ATG Campaign
Optimizer User Guide.

The ATG Customer Intelligence (ACI) instance runs in a separate Java process from the other ATG Java
clusters. It connects to the Content Store via a native set of database connection protocols, and it uses
JDBC to connect to the ATG Data Warehouse.
The ATG Customer Intelligence instance uses Web services to authenticate visitors against internal users
on the agent facing cluster, the management cluster, or both, depending on the users roles and
permissions.
For details about running ATG Customer Intelligence on your system, see the ATG Customer Intelligence
Installation and Configuration Guide.

The ATG Search Answer Engine process is a C++ based application that receives XML requests from
servers that are searching against it, and sends them back XML responses.
For information about setting up your system to use ATG Search, see the ATG Search Installation and
Configuration Guide.

The agent Data Warehouse load server (for the agent-facing applications) summarizes the data logged by
the following applications:
19
ATG Search
ATG Self Service
This server does not have a user interface, except the Dynamo Admin UI you use to trigger data
summarization.
The agent Data Warehouse load server requires an internal individual scenario server that points to the
scenario editor server on the agent facing cluster and an external individual scenario server that points to
the scenario editor server of the customer facing cluster.
Note that the Knowledge Data Warehouse loader must reside on a separate server from Self Service and is
located on the agent facing cluster (see Agent Facing Cluster).
For details about setting up your system for reporting, refer to the documentation for each application.

The management Data Warehouse load server (for the management applications) summarizes the data
logged by the following applications:
ATG Commerce
ATG Outreach
ATG Search
ATG Affinity Selling
This server does not have a user interface, except the Dynamo Admin UI you use to trigger data
summarization.
The management Data Warehouse load server requires an internal individual scenario server that points
to the scenario editor server on the management cluster and an external individual scenario server that
points to the scenario editor server on the customer facing cluster.
For details about setting up your system for reporting, refer to the documentation for each application.

The following table summarizes the relationships of multiple-application clusters to users and scenario
editor servers (SES). The architecture drawing in this section identifies the server types (A H) from the
table.
Note that the abbreviation ISS represents individual scenario servers, and the SES represents scenario
editor server (an instance of a process editor server).
20
Server
Type
Cluster/
Cluster Type
External
Users
External
Scenario
Server
Internal Users
Internal
Scenario
Server
Preview
Users
Preview
Scenario
Server
Customer
Applications/
External
Customer
Users
Customer
SES
NA
NA
NA
NA
CO
Applications/
External
CO Users
CO SES
NA
NA
NA
NA
Agent
Applications/
Internal
Customer
Users
ISS points
to
Customer
SES
Agents and
Service
Administrators
(in svcagent
DB)
Agent
SES
NA
NA
Management
Applications/
Internal
Customer
Users
NA
Management
Users
Not used
Preview
Users
Preview
SES
ARM
Administration/
Internal
Customer
Users
ISS points
to
Customer
SES
ARM
Administrators
(in svcagent
DB)
ISS
points to
Agent
SES
NA
NA
Agent Data
Warehouse
Loader/
Internal
Customer
Users
ISS points
to
Customer
SES
Dynamo
Administration
Users
ISS
points to
Agent
SES
NA
NA
Management
Data
Warehouse
Loader/
Internal
Customer
Users
NA
Dynamo
Administration
Users
Not used
NA
NA
ACI/
Internal
NA
NA
Agents and
Management
Users
NA
NA
NA
Methods on the Data Warehouse Load server are invoked using a Dynamo Admin user interface or run on
a schedule.
21
22
4 Installing and Configuring Multiple

Applications
This chapter details what you need to do to prepare for a successful multiple application installation, and
provides information on how to install and configure multiple ATG applications. Before installing your
ATG applications, read this chapter to become familiar with the installation and configuration instructions
for your application configuration.
The installation and configuration process includes the following steps:
1.
2.
3.
4.
5.
6.
7.
8.
9.
10. Set up Data Source Components

11. Import Initial Data
12. Determine Startup Modules, Administrative Accounts, and Context Roots
13. Start ATG Platform and Applications
14. Set up the Deployment Topology and Initialize Deployments
15. Configure Remaining Components
16. Create Site Data
17. Verify that Services are Running

After purchasing your ATG products, obtain the following information and resources:
23
4 - Installing and Configuring Multiple Applications
The distribution files and your licenses for the ATG products.
After purchasing your ATG products, gather information about the distribution files
you need to install the products and the licenses you must install to run the products.
Download distribution files from the ATG website (www.atg.com). To determine what
files you need to install the ATG platform and applications, see the installation
instructions for each product. For a list of applications and links to their
documentation, see About the Applications.
You can request licenses through your My ATG account on the ATG website
(www.atg.com).
Details about how to receive any training that you requested.

Your ATG sales representative can provide you with this information.
Locate the ATG documentation for all of the products you will be using.
For a list of applications and links to their documentation, see About the Applications.
See Related Documentation for links to additional documentation related to setting
up and using your ATG applications.

Before beginning the installations, gather information about the system requirements, installation
instructions, and recommended system architecture. For these details about setting up your ATG
applications, familiarize yourself with the following information:
See Architecture Overview for details on configuring your ATG applications to work
together.
For information about supported operating systems and third-party system

compatibility, see
http://www.atg.com/en/products/architecture/requirements
Read the installation and configuration instructions for the ATG platform and each
ATG application you are installing.
For instructions on installing and configuring the ATG platform, see the ATG
Installation and Configuration Guide.
For application instructions, refer to each applications documentation. For a list of
applications and their associated documentation, see About the Applications.
For instructions on installing and configuring ATG Service Administration, see the ATG
Service Installation and Configuration Guide.

Create all necessary database and server accounts and set up passwords.
24
For information about creating the databases you need for each application and the users associated with
the databases, and for details about the administration and user accounts needed to use your ATG
products, see the installation and configuration instructions for the ATG platform and applications. For a
list of applications and their associated documentation, see About the Applications.

Install the JDK and any utilities you will need, such as a text editor and a compression tool.
For a list of supported JDKs, see http://www.atg.com/en/products/architecture/requirements.

Before installing the ATG platform and applications, install your application server.
For a list of supported application servers, see
http://www.atg.com/en/products/architecture/requirements.
Refer to your application server documentation for installation details.

Consult the ATG Installation and Configuration Guide for detailed information on how to install the ATG
platform.

Install your database drivers and set environment variables.
For a list of supported databases, see
http://www.atg.com/en/products/architecture/requirements.
For details about installing your database driver and setting environment variables, refer to the
installation and configuration instructions for the ATG platform and each application you are installing
and to the third party documentation. For a list of ATG applications and their associated documentation,
see About the Applications.
25

Install your ATG applications.
Before installing the applications, review the recommendations for setting up your ATG applications to
work together. See Architecture Overview for details.
Refer to the installation instructions for each application. For a list of applications and their associated
documentation, see About the Applications.

Create your database schema.
Note: Before you begin this step, review the instructions for creating database schema for each
application. If you have duplicate instructions (more than one application requires the same database
schema), create the schema only one time to avoid possible errors.
Refer to the installation and configuration instructions for each application for details about creating
database schema. For a list of applications and their associated documentation, see About the
Applications.
Set up Data Source Components

Set up the data source components you need to import data.
For details on configuring the data sources, refer to your third party documentation, as well as
documentation for the ATG platform and the applications you are installing.
Import Initial Data

Import the initial data needed to set up your site, such as admin users, default publishing roles, projects,
and the Service framework.
Note: Before you begin this step, review the instructions for importing data for the ATG platform and
each application you are installing. If you have duplicate data, import the data only once. Importing the
same data more than once can result in problems.
26
Determine Startup Modules, Administrative Accounts, and

Context Roots
Review your ATG documentation to determine the startup modules, administrative accounts, and
context-roots you need to access and run your ATG products.
Start ATG Platform and Applications

Start the ATG platform and then the applications.
For instructions on starting the ATG platform and applications, refer to each applications documentation.
Set up the Deployment Topology and Initialize

Deployments
Create a deployment topology for deploying content for your ATG applications, and then initialize the
deployments.
Note: Before creating your topology review the documentation and make a list of all repository and agent
mappings. Ensure that you do not create duplicate mappings for a site.
You define your deployment topology and control deployments in ATG Content Administration. For an
overview of deployments and details about setting up and running deployments, see Understanding
Deployment and Setting Up Deployment in the ATG Content Administration Programming Guide.
For details about setting up deployments for specific applications, refer to each applications
documentation. For a list of applications and their associated documentation, see About the Applications.
Configure Remaining Components

Configure any additional components needed for your configuration, such as those needed for search
indexing, lock managers, scenario managers, and e-mail.
For instructions on setting up components for ATG applications, refer to each applications
27
Create Site Data
Create the remaining site data. This might be customer-specific data, such as the users.
For details about creating the data you need for an application, refer to each applications
Verify that Services are Running

Ensure that search indexing is set up and functioning
For details about setting up search indexing, see the ATG Commerce Search Guide.
28
This appendix provides information to help if you have trouble installing multiple applications.
The table below provides descriptions of messages that you might see or problems that you might
encounter when installing and running multiple applications.
For additional troubleshooting information that is specific to the ATG products you are using, refer to the
documentation for those products. See About the Applications for a list of applications and their
associated documentation.
If you continue to have a problem after consulting this section and performing any recommended
actions, contact ATG Customer Support with a detailed description of the incident.
Symptom
Potential Problem
Possible Solution
Stack traces are thrown when a

server attempts to run a
scenario at start-up on ATG
JBoss installations.
When a server attempts to run

a scenario at start-up, and the
scenario elements needed to
run the scenario (such as
events and actions) are not
defined in the servers config
path, error traces are thrown.
You can ignore the errors,

or to start the server
without these errors
occurring, ensure that all
scenario elements are
defined in the servers
config path.
Note that the scenario runs

correctly.
For details about scenario

events associated with ATG
applications, refer to the
application documentation
(see About the
Applications for a list of
application
documentation).
For details about setting
up scenarios, see Scenarios
Module Programming in
the ATG Personalization
Programming Guide.
29
Symptom
Potential Problem
Possible Solution
When creating database

schema, you see a message
about tables already existing.
This could be a result of

running the same script twice
when creating your database
schema. Some applications
share the same underlying
framework and running the
same script (or scripts
containing duplicate
information) twice generate
messages about tables already
existing.
See Create Database

Schema and your
application documentation
to determine if there are
duplicate scripts in your
installation instructions
(that you ran more than
once).
Usually this will not cause

problems; however it is good
practice to avoid running
scripts more than once.
When importing data, you see

a message about not being
able to import a project
because the project with that
name already exists.
This could be a result of

attempting to import the same
data twice.
Usually this will not cause a
problem; however it is good
practice to avoid importing
data multiple times.
In most cases, the message

does not indicate that
there is a problem. If you
see such a message, and
you did not run scripts
containing duplicate
information, contact ATG
Customer Support.
See Import Initial Data and
your application
documentation to
determine if there is
duplicate data (that you
attempted to import more
than once).
In most cases, the message
does not indicate that
there is a problem. If you
see such a message, and
you did not import
duplicate data, contact
ATG Customer Support.
30
Index
Adaptive Customer Outreach, 7

Agent Data Warehouse server, 19
agent facing cluster, 16
agent facing server, 3
applications
installing, 23
overview, 6
architecture
overview, 15
ATG Customer Intelligence server, 4
ATG Response Management server, 5
ATG Search Answer engine, 5
audience, 1
installing applications, 23
Campaign Optimizer, 7
Campaign Optimizer server, 18
cluster, 3
Commerce, 8
Commerce Service Center, 8
Content Administration, 9
customer facing cluster, 18
customer facing server, 4
Customer Intelligence, 10
Customer Intelligence instance, 19
production server. See customer facing server

publishing server. See management server
D
Data Warehouse server
about, 4
agent, 19
management, 20
K
Knowledge, 11
M
management cluster, 17
Management Data Warehouse server, 20
management server, 3
Merchandising, 11
R
repositories
shared, 5
Response Management, 12
Response Management Administration server, 17
S
scenario servers, 5, 20
scenarios
external, 5
internal, 5
Search, 13
Search Answer Engine process, 19
Search server. See ATG Search Answer engine
Self Service, 13
Service Administration, 14
shared repositories, 5
T
terminology
agent facing server, 3
ATG Customer Intelligence server, 4
ATG Response Management Administration server, 5
31
Index

ATG Search Answer engine, 5
cluster, 3
customer facing server, 4
Data Warehouse server, 4
external users, 4
internal users, 4
management server, 3
overview, 3
scenario servers, 5
scenarios, 5
shared repositories, 5
Ticketing, 14
troubleshooting, 29
U
users
external, 4
internal, 4
32
Index

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Multiple Application Integration Guide

ATG Multiple Application Integration Guide

ATG Multiple Application Integration Guide

Multiple Applications Overview

Installing and Configuring Multiple Applications

ATG Multiple Application Integration Guide

Configure Remaining Components

ATG Multiple Application Integration Guide

Introduces new terms and indicates emphasis.

Emphasizes important information, or indicates field names, menu items, or

Indicates optional items. For example, in the following statement: SELECT

ATG Multiple Application Integration Guide

ATG Installation and Configuration Guide

Describes how to install and configure the ATG

ATG Business Control Center

Describes how to configure the ATG Business

ATG Personalization Programming Guide

Describes programming tasks for the ATG

ATG Multiple Application Integration Guide

2 Multiple Applications Overview

Agent Facing Server

ATG Multiple Application Integration Guide

Customer Facing Server

ATG Customer Intelligence (ACI) Server

Data Warehouse Load Server

Internal and External Users

ATG Business Control Center Users Guide

ATG Business Control Center Administration and Development Guide

ATG Personalization Programming Guide

ATG Personalization Guide for Business Users

ATG Multiple Application Integration Guide

Internal and External Scenarios

ATG Response Management (ARM) Administration Server

ATG Search Answer Engine (or Search Server)

ATG Multiple Application Integration Guide

Shared Respository Example

About the Applications

ATG Multiple Application Integration Guide

ATG Adaptive Customer Outreach (ACO) enables

ATG Adaptive Customer

ATG Campaign Optimizer (CO) allows users to

ATG Campaign Optimizer User

ATG Adaptive Customer

ATG Multiple Application Integration Guide

ATG Commerce is the foundation for users

ATG Commerce Programming

ATG Commerce Service Center (CSC) is a

ATG Commerce Service Center

ATG Multiple Application Integration Guide

ATG Content Administration (CA) helps users

ATG Content Administration

You use Content Administration to set up asset

ATG Content Administration

ATG Multiple Application Integration Guide

ATG Customer Intelligence (ACI) helps users

ATG Customer Intelligence

ATG Customer Intelligence

ATG Multiple Application Integration Guide

ATG Knowledge (KW) is a problem resolution

ATG Knowledge Configuration

ATG Merchandising (Merch) provides a way for

ATG Merchandising User Guide