Occasionally, it's likely you'll need to update Personify to keep up with new functionality and features. When this upgrade is scheduled, it's imperative you notify the Higher Logic Integrations team.
Once your upgrade has been scheduled, send an email to email@example.com. Once the email has been received, the integration team will reply with the installation instructions as well as your Auth Token and Mail User ID, two of the credentials necessary for a seamless upgrade.
The integration installation requires the following details in the configuration file:
- BaseUri – This is the URL for the service (it must use a valid SSL certificate)
- Mail User ID
The Higher Logic Thrive Marketing Enterprise (Thrive Marketing Enterprise) connection strings are encrypted when the installation was completed via the installer tool. However, this connection string does require:
- Add name
- Data Source
- Network Library
- Initial Catalog
- User ID
If any of these values change, you will need to complete either of the two steps:
- Reinstall the installation package (5—10 minutes)
- Use the decryption tool to update the values (15—30 minutes)
Where to install the Thrive Marketing Enterprise integration
This is really determined by you, the client; wherever the integration is installed, the following must be met:
- Personify version: 7.3 or higher
- Completion of the Implementation Documentation
- A valid SSL certificate
- A web server with .NET 4.0 framework installed
- The ability for Thrive Marketing Enterprise’s IP addresses to reach the machine
Thrive Marketing Enterprise IP addresses
This information can be found in the installation documentation. Make sure the Thrive Marketing Enterprise IP addresses have been added to an allowlist.
Halting integration services
Prior to the upgrade, Thrive Marketing Enterprise can disable tracking and then re-enable once the upgrade is completed. It's important that you provide Higher Logic with a time frame for this upgrade; we can then monitor your Thrive Marketing Enterprise integration service, or temporarily disable your upload jobs.
NOTE: Because some of these jobs may be connected to a Marketing Automation campaign(s), it would be best if any associated users are notified that there may be an impact to their campaign.