Connecting Liferay DXP 7.3 to Analytics Cloud

Liferay DXP 7.3 U30+

The steps to connect Liferay DXP 7.3 to Analytics Cloud differ slightly from the steps to connect Liferay DXP 7.4. Liferay DXP 7.3 requires a hotfix to be compatible with Analytics Cloud.

Connection Token

Liferay DXP and Analytics Cloud connect via a secure, encrypted token. This token is generated by Analytics Cloud and must be added to your Liferay DXP configuration. Once connected, you can determine which data to sync. The process is different depending on the version of Liferay DXP you have.

1. Log into Analytics Cloud and select your workspace. If this is your first time logging in, the onboarding guide appears. Click Next and copy the Analytics Cloud token.

   

   Alternatively, you can find the token under Settings → Data Sources. Click Add Data Source, select Liferay DXP, and copy the Analytics Cloud token.

2. Log into your Liferay DXP instance.

3. Open the Global Menu (), go to the Control Panel tab, and click Instance Settings.

4. Under Platform, click Analytics Cloud.

5. Paste the Analytics Cloud token and click Connect.

   

6. Verify this message appears:

   Success: Your request completed successfully

Congratulations, your Liferay instance is now connected to Analytics Cloud! The next step is syncing your Liferay site and your contacts.

Syncing Sites

To sync sites, you must create properties and associate them with one or more sites. Analytics Cloud aggregates your data according to how you define your properties. This example shows a simple setup where a single site is associated with a property. To learn more about defining a property with multiple sites see Scoping Sites and Individuals Using Properties.

1. In Analytics Cloud, navigate to Settings → Properties.

2. Click New Property and enter a label (e.g. Minium Site).

3. In your DXP instance, open the Global Menu (), go to the Control Panel tab, and click Instance Settings.

4. Under Platform, click Analytics Cloud.

5. Click Select Sites.

6. Select the new property under Available Properties.

7. Select the site you want to sync and click Done.

   

   Verify this message appears:

   Success: Your request completed successfully

Syncing Contacts

1. In your DXP instance, open the Global Menu (), go to the Control Panel tab, and click Instance Settings.

2. Under Platform, click Analytics Cloud.

3. Click Select Contacts.

4. Under Contact Sync Options, click Sync Contacts. Toggle Sync All to sync all contacts. Alternatively, click Sync by User Groups or Sync by Organizations if you want to sync a subset of your contacts.

   Important

   Analytics Cloud provides tools to sync and manage individual contact data. However, these tools do not guarantee compliance with privacy regulations (e.g. GDPR). You must carefully determine the practices and configurations necessary for complying with the privacy laws where your sites store and process personal data.

5. Click Save and Next.

6. Switch between the Contact tab and User tab to select which fields to sync. Liferay DXP stores contact data in two separate tables (Contact and User). Analytics Cloud requires some fields to be synced; these fields are grayed out.

   

7. Click Save. Verify this message appears:

   Success: Your request completed successfully

Congratulations, your Liferay instance is now connected to Analytics Cloud!