Reading Custom Details in C.I.S. - 5.4 vs. 6.1 - SAS · Details on the MATableForMacros can be...
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Transcript of Reading Custom Details in C.I.S. - 5.4 vs. 6.1 - SAS · Details on the MATableForMacros can be...
![Page 1: Reading Custom Details in C.I.S. - 5.4 vs. 6.1 - SAS · Details on the MATableForMacros can be found in ^SAS® Marketing Automation 6.1 User’s Guide in Appendix 3, ^The MAROVAR](https://reader031.fdocuments.us/reader031/viewer/2022022609/5b93aa5b09d3f2bd1e8bbf38/html5/thumbnails/1.jpg)
Know your custom details!Reading Custom Details in C.I.S.
- 5.4 vs. 6.1 -
![Page 2: Reading Custom Details in C.I.S. - 5.4 vs. 6.1 - SAS · Details on the MATableForMacros can be found in ^SAS® Marketing Automation 6.1 User’s Guide in Appendix 3, ^The MAROVAR](https://reader031.fdocuments.us/reader031/viewer/2022022609/5b93aa5b09d3f2bd1e8bbf38/html5/thumbnails/2.jpg)
Use Custom Details as “global variables” – values available for all process (code/custom) nodes in the campaign.
The problem:
Previous presentation: http://www.torsas.ca/attachments/File/06072013/Nanau-CIStudio.pdf
SAS 9.2, C.I.S. 5.4 – values in campaign’s “Brief”:
Over-simplified code:
![Page 3: Reading Custom Details in C.I.S. - 5.4 vs. 6.1 - SAS · Details on the MATableForMacros can be found in ^SAS® Marketing Automation 6.1 User’s Guide in Appendix 3, ^The MAROVAR](https://reader031.fdocuments.us/reader031/viewer/2022022609/5b93aa5b09d3f2bd1e8bbf38/html5/thumbnails/3.jpg)
C.I.S. Code Node
Runs successfully !
SAS 9.2, Customer Intelligence Studio 5.4 – expected behaviour
![Page 4: Reading Custom Details in C.I.S. - 5.4 vs. 6.1 - SAS · Details on the MATableForMacros can be found in ^SAS® Marketing Automation 6.1 User’s Guide in Appendix 3, ^The MAROVAR](https://reader031.fdocuments.us/reader031/viewer/2022022609/5b93aa5b09d3f2bd1e8bbf38/html5/thumbnails/4.jpg)
C.I.S. Code Node
SAS 9.2, Customer Intelligence Studio 5.4 – expected behaviour
SAS Log shows there is an actual SAS dataset referred by the macro variable MATABLEFORMACRO,
Which is read, and the output table is created:
![Page 5: Reading Custom Details in C.I.S. - 5.4 vs. 6.1 - SAS · Details on the MATableForMacros can be found in ^SAS® Marketing Automation 6.1 User’s Guide in Appendix 3, ^The MAROVAR](https://reader031.fdocuments.us/reader031/viewer/2022022609/5b93aa5b09d3f2bd1e8bbf38/html5/thumbnails/5.jpg)
C.I.S. Code Node
SAS 9.2, Customer Intelligence Studio 5.4 – expected behaviour
PROC PRINT shows the content of the output table:
The Custom Details defined in “Brief” – Category = CAMPAIGNUDF
![Page 6: Reading Custom Details in C.I.S. - 5.4 vs. 6.1 - SAS · Details on the MATableForMacros can be found in ^SAS® Marketing Automation 6.1 User’s Guide in Appendix 3, ^The MAROVAR](https://reader031.fdocuments.us/reader031/viewer/2022022609/5b93aa5b09d3f2bd1e8bbf38/html5/thumbnails/6.jpg)
C.I.S. Process Node
SAS 9.2, Customer Intelligence Studio 5.4 – expected behaviour
Runs successfully !
![Page 7: Reading Custom Details in C.I.S. - 5.4 vs. 6.1 - SAS · Details on the MATableForMacros can be found in ^SAS® Marketing Automation 6.1 User’s Guide in Appendix 3, ^The MAROVAR](https://reader031.fdocuments.us/reader031/viewer/2022022609/5b93aa5b09d3f2bd1e8bbf38/html5/thumbnails/7.jpg)
C.I.S. Process Node
SAS 9.2, Customer Intelligence Studio 5.4 – expected behaviour
The log shows that MATABLEFORMACRO was read and the output table was successfully created.
The content of the output table shows the values in Custom Details.
![Page 8: Reading Custom Details in C.I.S. - 5.4 vs. 6.1 - SAS · Details on the MATableForMacros can be found in ^SAS® Marketing Automation 6.1 User’s Guide in Appendix 3, ^The MAROVAR](https://reader031.fdocuments.us/reader031/viewer/2022022609/5b93aa5b09d3f2bd1e8bbf38/html5/thumbnails/8.jpg)
SAS 9.3, Customer Intelligence Studio 6.1
When migrating a SAS 9.2 (MA 5.4) campaign to SAS 9.3 (MA 6.1) and there is a Briefsection in the source campaign, then all custom details in this Brief will be grouped in the destination campaign under one Custom Details page called “Brief Custom Details” by SAS.
For the purpose of this presentation a Custom Details page named “Brief Custom Details” was created to mimic a migrated campaign.
However, there is no need for the Custom Details Page to be called “Brief Custom Details”. You can have the Custom Details grouped in any number of pages – they should all be retrievable in the MACROVAR Table.
![Page 9: Reading Custom Details in C.I.S. - 5.4 vs. 6.1 - SAS · Details on the MATableForMacros can be found in ^SAS® Marketing Automation 6.1 User’s Guide in Appendix 3, ^The MAROVAR](https://reader031.fdocuments.us/reader031/viewer/2022022609/5b93aa5b09d3f2bd1e8bbf38/html5/thumbnails/9.jpg)
SAS 9.3, Customer Intelligence Studio 6.1
The definition:
Actual values for a campaign:
![Page 10: Reading Custom Details in C.I.S. - 5.4 vs. 6.1 - SAS · Details on the MATableForMacros can be found in ^SAS® Marketing Automation 6.1 User’s Guide in Appendix 3, ^The MAROVAR](https://reader031.fdocuments.us/reader031/viewer/2022022609/5b93aa5b09d3f2bd1e8bbf38/html5/thumbnails/10.jpg)
SAS 9.3, Customer Intelligence Studio 6.1
C.I.S. Code Node
Runs successfully !or … Does it?
![Page 11: Reading Custom Details in C.I.S. - 5.4 vs. 6.1 - SAS · Details on the MATableForMacros can be found in ^SAS® Marketing Automation 6.1 User’s Guide in Appendix 3, ^The MAROVAR](https://reader031.fdocuments.us/reader031/viewer/2022022609/5b93aa5b09d3f2bd1e8bbf38/html5/thumbnails/11.jpg)
SAS 9.3, Customer Intelligence Studio 6.1
C.I.S. Code Node
The MATABLEFORMACRO is materialized in MATableslibrary and the output data set is created.
… but a PROC PRINT will show no CAMPAIGNUDF category. So where are the Custom Details?
![Page 12: Reading Custom Details in C.I.S. - 5.4 vs. 6.1 - SAS · Details on the MATableForMacros can be found in ^SAS® Marketing Automation 6.1 User’s Guide in Appendix 3, ^The MAROVAR](https://reader031.fdocuments.us/reader031/viewer/2022022609/5b93aa5b09d3f2bd1e8bbf38/html5/thumbnails/12.jpg)
SAS 9.3, Customer Intelligence Studio 6.1
C.I.S. Code Node
The problem was solved by applying hotfix K78006:
After applying the hotfix the custom details values were read from the MATables and stored in the output SAS dataset:
![Page 13: Reading Custom Details in C.I.S. - 5.4 vs. 6.1 - SAS · Details on the MATableForMacros can be found in ^SAS® Marketing Automation 6.1 User’s Guide in Appendix 3, ^The MAROVAR](https://reader031.fdocuments.us/reader031/viewer/2022022609/5b93aa5b09d3f2bd1e8bbf38/html5/thumbnails/13.jpg)
SAS 9.3, Customer Intelligence Studio 6.1
C.I.S. Process Node
![Page 14: Reading Custom Details in C.I.S. - 5.4 vs. 6.1 - SAS · Details on the MATableForMacros can be found in ^SAS® Marketing Automation 6.1 User’s Guide in Appendix 3, ^The MAROVAR](https://reader031.fdocuments.us/reader031/viewer/2022022609/5b93aa5b09d3f2bd1e8bbf38/html5/thumbnails/14.jpg)
SAS 9.3, Customer Intelligence Studio 6.1
C.I.S. Process Node
![Page 15: Reading Custom Details in C.I.S. - 5.4 vs. 6.1 - SAS · Details on the MATableForMacros can be found in ^SAS® Marketing Automation 6.1 User’s Guide in Appendix 3, ^The MAROVAR](https://reader031.fdocuments.us/reader031/viewer/2022022609/5b93aa5b09d3f2bd1e8bbf38/html5/thumbnails/15.jpg)
SAS 9.3, Customer Intelligence Studio 6.1
C.I.S. Process Node
These are the same settings and code as in SAS 9.2, C.I.S. 5.4, and yet:
ERROR!
What does the log say?
![Page 16: Reading Custom Details in C.I.S. - 5.4 vs. 6.1 - SAS · Details on the MATableForMacros can be found in ^SAS® Marketing Automation 6.1 User’s Guide in Appendix 3, ^The MAROVAR](https://reader031.fdocuments.us/reader031/viewer/2022022609/5b93aa5b09d3f2bd1e8bbf38/html5/thumbnails/16.jpg)
SAS 9.3, Customer Intelligence Studio 6.1
C.I.S. Process Node
C.I.S. 6.1 uses streams to gather additional information in a stored process!
Define the data stream macrovar in order for the MACROVAR table to be populated.
You refer to a stream by using %maspinit macro.
Can also define data stream neighbor to gather information regarding upstream and downstream nodes from the current Process node. However, neighbor stream is not required in order to access the MACROVAR table.
![Page 17: Reading Custom Details in C.I.S. - 5.4 vs. 6.1 - SAS · Details on the MATableForMacros can be found in ^SAS® Marketing Automation 6.1 User’s Guide in Appendix 3, ^The MAROVAR](https://reader031.fdocuments.us/reader031/viewer/2022022609/5b93aa5b09d3f2bd1e8bbf38/html5/thumbnails/17.jpg)
SAS 9.3, Customer Intelligence Studio 6.1
C.I.S. Process Node
Define streams (in every single stored process that uses the MACROVAR table)
Data tab (SAS Management Console)
Data Sources and Targets (EG)
![Page 18: Reading Custom Details in C.I.S. - 5.4 vs. 6.1 - SAS · Details on the MATableForMacros can be found in ^SAS® Marketing Automation 6.1 User’s Guide in Appendix 3, ^The MAROVAR](https://reader031.fdocuments.us/reader031/viewer/2022022609/5b93aa5b09d3f2bd1e8bbf38/html5/thumbnails/18.jpg)
SAS 9.3, Customer Intelligence Studio 6.1
C.I.S. Process Node
Call %maspinit to refer the streams (in every single stored process that uses the MACROVAR table)
Add this line after %STEPBEGIN
%maspinit(xmlstream=macrovar neighbor);
Use SAS Management Console(Execution -> Edit Source Code) if you want to have control on where the code is inserted !• No “Edit Source Code” for Type=Stored
Process (9.2) – must upgrade to see the new tab layout.
EG might remove the %maspinit line, depending on its position inside the code – EG generates additional code!• Will keep the line if after “* End EG
generated…”, but not if above.
![Page 19: Reading Custom Details in C.I.S. - 5.4 vs. 6.1 - SAS · Details on the MATableForMacros can be found in ^SAS® Marketing Automation 6.1 User’s Guide in Appendix 3, ^The MAROVAR](https://reader031.fdocuments.us/reader031/viewer/2022022609/5b93aa5b09d3f2bd1e8bbf38/html5/thumbnails/19.jpg)
Most of the setup info described above can be found in “SAS® Marketing Automation 6.1 User’s Guide”, at:
• Page 145-146 – Define Streams• Page 276-277 - Gather Additional Information
Details on the MATableForMacros can be found in “SAS® Marketing Automation 6.1 User’s Guide” in Appendix 3, “The MACROVAR Table,” on page 323.
Many thanks to SAS Support team for bringing everything together in a nice, brief e-mail!
![Page 20: Reading Custom Details in C.I.S. - 5.4 vs. 6.1 - SAS · Details on the MATableForMacros can be found in ^SAS® Marketing Automation 6.1 User’s Guide in Appendix 3, ^The MAROVAR](https://reader031.fdocuments.us/reader031/viewer/2022022609/5b93aa5b09d3f2bd1e8bbf38/html5/thumbnails/20.jpg)
SAS 9.3, Customer Intelligence Studio 6.1
C.I.S. Process Node
Once the settings are done, use the stored process in campaign with Custom Details:
Runs successfully !
![Page 21: Reading Custom Details in C.I.S. - 5.4 vs. 6.1 - SAS · Details on the MATableForMacros can be found in ^SAS® Marketing Automation 6.1 User’s Guide in Appendix 3, ^The MAROVAR](https://reader031.fdocuments.us/reader031/viewer/2022022609/5b93aa5b09d3f2bd1e8bbf38/html5/thumbnails/21.jpg)
SAS 9.3, Customer Intelligence Studio 6.1
C.I.S. Process Node
Once the settings are done, use the stored process in campaign with Custom Details:
![Page 22: Reading Custom Details in C.I.S. - 5.4 vs. 6.1 - SAS · Details on the MATableForMacros can be found in ^SAS® Marketing Automation 6.1 User’s Guide in Appendix 3, ^The MAROVAR](https://reader031.fdocuments.us/reader031/viewer/2022022609/5b93aa5b09d3f2bd1e8bbf38/html5/thumbnails/22.jpg)
SAS 9.3, Customer Intelligence Studio 6.1
C.I.S. Process Node
Once the settings are done, use the stored process in campaign with Custom Details:
![Page 23: Reading Custom Details in C.I.S. - 5.4 vs. 6.1 - SAS · Details on the MATableForMacros can be found in ^SAS® Marketing Automation 6.1 User’s Guide in Appendix 3, ^The MAROVAR](https://reader031.fdocuments.us/reader031/viewer/2022022609/5b93aa5b09d3f2bd1e8bbf38/html5/thumbnails/23.jpg)
SAS 9.3, Customer Intelligence Studio 6.1
C.I.S. Process Node
Neighbor stream show info about the neighbouring nodes: