Federated Data Access (FDA) gs-fda
Use the FDA Connector (Federated Data Access) to connect Campaign to one or more external databases and process information stored into them without affecting your Campaign Cloud Database data. You can then access external data without changing the structure of ÃÛ¶¹ÊÓƵ Campaign data.
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Compatible databases for Federated Data Access are listed in the Compatibility matrix.
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In the context of an Enterprise (FFDA) deployment, a specific external account is available to manage communication between Campaign local database and Snowflake cloud database. This external account is set up for you by ÃÛ¶¹ÊÓƵ and must not be modified.
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As a Managed Cloud Services user, contact ÃÛ¶¹ÊÓƵ to connect your external database(s) with Campaign.
Best practices and limitations
The FDA option is subject to the limitations of the third-party database system that you use.
In addition, be aware of the following limitations and best practices:
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The FDA option is made to manipulate the data in external databases in batch mode in workflows. To avoid performance issues, it is not recommended to use the FDA module in the context of unitary operations, such as: personalization, interaction, real-time messaging, etc.
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Avoid the operations that need to use both the ÃÛ¶¹ÊÓƵ Campaign and the external database as much as possible. To do this, you can:
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Export the ÃÛ¶¹ÊÓƵ Campaign database to the external database and execute the operations only from the external database before re-importing the results into ÃÛ¶¹ÊÓƵ Campaign.
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Collect the data from the external ÃÛ¶¹ÊÓƵ Campaign database and execute the operations locally.
If you want to carry out personalization in your deliveries using data from the external database, collect the data to use in a workflow to make it available in a temporary table. Then use the data from the temporary table to personalize your delivery. To perform this, pre-process message personalization in a dedicated workflow using the Prepare the personalization data with a workflow option, available in the Analysis tab of the delivery properties. During the delivery analysis, this option automatically creates and executes a workflow that stores all of the data linked to the target in a temporary table, including data from tables linked in an external database.
note caution CAUTION This option significantly improves performances when executing the personalization step. -
Use external data in a workflow
Campaign comes with several workflow activities you can use to interact with data from your external database(s):
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Filter on external data - Use the Query activity to add external data and use it in the defined filter configurations.
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Create sub-sets - Use the Split activity to create sub-sets. You can use external data to define the filtering criteria to use.
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Load external database - Use the external data in the Data loading (RDBMS) activity.
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Adding information and links - Use the Enrichment activity to add additional data to the worktable of the workflow, and links to an external table. In this context, it can use data from an external database.
You can also directly define a connection to an external database from all the workflow activities listed above, for a temporary usage. In this case, it will be on a local external database, to be used only within the current workflow.
For example, in the Query activity, you can define a temporary connection to an external database as follows:
- Open the activity and click the Add data…
- Select the External data options
- Select the Locally defining the data source option
- Select the target database engine in the drop-down list. Enter the name of the server and provide the authentication parameters. Also specify the name of the external database.
- Select the table where the data is stored. You can enter the name of the table directly in the corresponding field or click the edit icon to access the list of the database tables.
- Click the Add button to define one or several reconciliation fields between the external database data and the data in the ÃÛ¶¹ÊÓƵ Campaign database. The Edit expression icons of the Remote field and Local field gives you access to the list of fields of each of the tables.
- If necessary, specify a filtering condition and the data sorting mode.
- Select the additional data to be collected in the external database. To do this, double click on the fields(s) that you want to add to display them in the Output columns.
- Click Finish to confirm this configuration.