Send data to Dynamic Yield¶
Dynamic Yield helps companies quickly build and test personalized, optimized, and synchronized digital customer experiences.
Note
This topic explains how to configure Amperity to send data to a password-protected Amazon S3 bucket that is managed by Dynamic Yield. You must configure Dynamic Yield to send data to an Amazon S3 bucket that is managed from Dynamic Yield.
Get details¶
Amperity can be configured to send product catalog data to an Amazon S3 bucket. Send data from Amperity to a customer-managed Amazon S3 bucket using cross-account roles, and then connect Dynamic Yield to that Amazon S3 bucket.
Configure cross-account roles¶
Amperity prefers to pull data from and send data to customer-managed cloud storage.
Amperity requires using cross-account role assumption to manage access to Amazon S3 to ensure that customer-managed security policies control access to data.
This approach ensures that customers can:
Directly manage the IAM policies that control access to data
Directly manage the files that are available within the Amazon S3 bucket
Modify access without requiring involvement by Amperity; access may be revoked at any time by either Amazon AWS account, after which data sharing ends immediately
Directly troubleshoot incomplete or missing files
Note
After setting up cross-account role assumption, a list of files (by filename and file type), along with any sample files, must be made available to allow for feed creation. These files may be placed directly into the shared location after cross-account role assumption is configured.
Can I use an Amazon AWS Access Point?
Yes, but with the following limitations:
The direction of access is Amperity access files that are located in a customer-managed Amazon S3 bucket
A credential-free role-to-role access pattern is used
Traffic is not restricted to VPC-only
To configure an S3 bucket for cross-account role assumption
The following steps describe how to configure Amperity to use cross-account role assumption to pull data from (or push data to) a customer-managed Amazon S3 bucket.
Important
These steps require configuration changes to customer-managed Amazon AWS accounts and must be done by users with administrative access.
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Open the Destinations tab to configure credentials for Dynamic Yield. Click the Add destination button to open the Add destination dialog box. ![]() Select Dynamic Yield from the Plugin drop-down. |
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From the Credentials dialog box, enter a name for the credential, select the iam-role-to-role credential type, and then select “Create new credential”. ![]() |
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Next configure the settings that are specific to cross-account role assumption. ![]() The values for the Amperity Role ARN and External ID fields – the Amazon Resource Name (ARN) for your Amperity tenant and its external ID – are provided automatically. You must provide the values for the Target Role ARN and S3 Bucket Name fields. Enter the target role ARN for the IAM role that Amperity will use to access the customer-managed Amazon S3 bucket, and then enter the name of the Amazon S3 bucket. |
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Review the following sample policy, and then add a similar policy to the customer-managed Amazon S3 bucket that allows Amperity access to the bucket. Add this policy as a trusted policy to the IAM role that is used to manage access to the customer-managed Amazon S3 bucket. The policy for the customer-managed Amazon S3 bucket is unique, but will be similar to: {
"Statement": [
{
"Sid": "AllowAmperityAccess",
"Effect": "Allow",
"Principal": {
"AWS": "arn:aws:iam::account:role/resource"
},
"Action": "sts:AssumeRole",
"Condition": {
"StringEquals": {
"sts:ExternalId": "01234567890123456789"
}
}
}
]
}
The value for the role ARN is similar to: arn:aws:iam::123456789012:role/prod/amperity-plugin
An external ID is an alphanumeric string between 2-1224 characters (without spaces) and may include the following symbols: plus (+), equal (=), comma (,), period (.), at (@), colon (:), forward slash (/), and hyphen (-). |
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Click Continue to test the configuration (and validate the connection) to the customer-managed Amazon S3 bucket, after which you will be able to continue the steps for adding a courier. |
Add destination¶
Use a sandbox to configure a destination for Dynamic Yield. Before promoting your changes, send a test audience, and then verify the the results in Dynamic Yield. After the end-to-end workflow has been verified, push the destination from the sandbox to production.
To add a destination for Dynamic Yield
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Open the Destinations page, and then click the Add destination button. ![]() To configure a destination for Dynamic Yield, do one of the following:
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Select the credential for Dynamic Yield from the Credential drop-down, and then click Continue. Tip Click the “Test connection” link on the “Configure destination” page to verify that Amperity can connect to Dynamic Yield. |
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In the “Destination settings” dialog box, assign the destination a name and description that ensures other users of Amperity can recognize when to use this destination. Configure business user access By default a destination is available to all users who have permission to view personally identifiable information (PII). Enable the Admin only checkbox to restrict access to only users assigned to the Datagrid Operator and Datagrid Administrator policies. Enable the PII setting checkbox to allow users with limited access to PII access to this destination. Restricted PII access is enabled when the Restrict PII access policy option that prevents users who are assigned to that option from viewing data that is marked as PII anywhere in Amperity and from sending that data to any downstream workflow. |
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Configure the following settings, and then click “Save”.
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After this destination is configured, users may configure Amperity to:
to Dynamic Yield. |
Workflow actions¶
A workflow will occasionally show an error that describes what prevented a workflow from completing successfully. These first appear as alerts in the notifications pane. The alert describes the error, and then links to the Workflows tab.
Open the Workflows page to review a list of workflow actions, choose an action to resolve the workflow error, and then follow the steps that are shown.
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You may receive a notifications error for a configured Dynamic Yield destination. This appears as an alert in the notifications pane on the Destinations tab. ![]() If you receive a notification error, review the details, and then click the View Workflow link to open this notification error in the Workflows page. |
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On the Workflows page, review the individual steps to determine which step(s) have errors that require your attention, and then click Show Resolutions to review the list of workflow actions that were generated for this error. ![]() |
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A list of individual workflow actions are shown. Review the list to identify which action you should take. ![]() Some workflow actions are common across workflows and will often be available, such as retrying a specific task within a workflow or restarting a workflow. These types of actions can often resolve an error. In certain cases, actions are specific and are shown when certain conditions exist in your tenant. These types of actions typically must be resolved and may require steps that must be done upstream or downstream from your Amperity workflow. Amperity provides a series of workflow actions that can help resolve specific issues that may arise with Dynamic Yield, including: |
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Select a workflow action from the list of actions, and then review the steps for resolving that error. ![]() After you have completed the steps in the workflow action, click Continue to rerun the workflow. |
Invalid bucket name¶
The name of the Amazon S3 bucket to which Amperity pushes data must be correctly specified in the configuration for the destination in the Destinations page.
To resolve this error, do the following.
Open the AWS management console and verify the name of the Amazon S3 bucket.
Open the Destinations page in Amperity, and then open the destination that is associated with this workflow.
Update the destination for the correct Amazon S3 bucket name.
Return to the workflow action, and then click Resolve to retry.
Invalid credentials¶
The credentials that are defined in Amperity are invalid.
To resolve this error, verify that the credentials required by this workflow are valid.
Open the Credentials page.
Review the details for the credentials used with this workflow. Update the credentials for Dynamic Yield if required.
Return to the workflow action, and then click Resolve to retry this workflow.