You might have to upgrade your Personify instance in order to keep up with new functionality and features. When this upgrade is scheduled, it's imperative that you notify the Higher Logic Integrations team.
When your upgrade is scheduled, send an email to support@higherlogic.com, indicating your pending upgrade. The Integrations team will reply with:
- the installation instructions and the two required credentials:
- your Auth Token and Mail User ID.
Technical details
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)
- AuthToken
- Mail User ID
Connection strings
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
- Password
If any of these values change, you have 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 integration
This is determined by you. 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
IP addresses
Thrive Marketing Enterprise's IP addresses can be found in the installation documentation. Make sure the IP addresses are added to an allowlist.
Halting integration services
Prior to the upgrade, Thrive Marketing Enterprise can disable tracking and then re-enable it when the upgrade is completed. It's important that you provide Higher Logic with a time frame for this upgrade; we can then monitor your integration service, or temporarily disable your upload jobs.
NOTE: Because some of these jobs may be connected to a Marketing Automation campaigns, it would be best if any associated users are notified that there may be an impact to their campaign.