| Allocate a technical point of contact in the
client organization to receive technical integration information.
|
Provide the client with the contact
information for TIBCO Reward’s Technical Integration Lead and a back- up
contact.
|
Provide TIBCO Reward the name, email address,
phone number, and time of availability of the technical point of contact who
will receive technical integration documents and sample data.
|
| Confirm that technical contact has access to
the TIBCO Reward “Client Extranet."
|
Provide links and passwords to client
technical contact, as necessary.
|
Confirm access. Resolve any access problems,
as necessary.
|
| Send Data Mapping document templates and file
samples.
|
TIBCO Reward Account Management
representative sends data mapping documents and sample files (and related
links) for the baseline data integration. The set of documents sent to the
client corresponds to the client’s needs, as documented by their responses to
the Onboarding Questionnaire.
|
Client receives all appropriate data mapping
templates, sample files, and related documentation (including this Integration
Guide). Client initiates data file mapping project.
|
| Set up a secure FTP connection.
|
- Configure secure
file transfer protocol to allow access to ToInStorecard and FromInStorecard
directories for the client.
- Deliver SFTP or
FTPS username and password to client in a secure manner: by secure email,
phone, personal meeting.
|
- Download secure
client software, as necessary.
- Complete SFTP or
FTPS setup and log in.
- Attempt to upload
a file to ToInStorecard directory. Attempt to download a file from
FromInStorecard directory.
- Communicate
attempts and results to TIBCO Reward.
|
|
Client provides completed data mapping documents and sample
files for transaction, product and retail stores data.
Note:
- This step is
repeated as necessary (round 1, round 2, etc.).
- TIBCO Reward’s
native file format is XML, but flat files are accepted.
- Sample files
must not contain valid credit card numbers.
|
Verify that completed data mapping documents
and sample files have arrived, are readable. Help the client make corrections.
|
- Transfer completed
data mapping documents and sample files to TIBCO Reward over secure transfer
(or email, if secure path is not yet set up).
- Provide a point of
contact to answer questions and make corrections relating to the file formats.
|
| TIBCO Reward provides client with sample
reward and sample customer files.
|
Test file transfer process. Provide files for
export to client.
|
Test file transfer process. Test ability to
consume export data. Provide technical assistance.
|
| TIBCO Reward provides client with sample
reward and sample customer files.
|
Test file transfer process. Provide files for
export to client.
|
Test file transfer process. Test ability to
consume export data. Provide technical assistance.
|
|
TIBCO Reward reviews files, ensures that transaction, product
and retail store file formats have required fields.
Note:
- Transaction data
should include customer (shopper) data.
- This step is
repeated as necessary (round 1, round 2, etc.).
|
Check the documentation and sample files to
ensure that all of TIBCO Reward’s required fields exist and that the file
format is understood.
|
- Provide technical
assistance.
- Ensure that TIBCO
Reward file format and transfer requirements are understood by technical
associates at client. (For example: “If the file format ever changes, the
changes must be communicated to TIBCO Reward.”)
|
| Client signs off on final data mapping
document.
|
TIBCO Reward’s QA department develops a test
plan based on the approved data mapping document.
|
Client approves (via email) a final data
mapping document that identifies the final formats to be used in production.
|
| TIBCO Reward creates a process to import the
client’s transaction, product and retail store data into the client’s account.
|
Create import process for client-specific
file formats if the data is not in TIBCO Reward native format.
|
Provide technical assistance. Set up plan to
notify TIBCO Reward and implement changes if a local (client-specific) file
format changes.
|
| In some cases, set up for transfer of
historical transaction data file. More rarely, set up for transfer of email
address update file.
|
Provide technical assistance.
|
Provide technical assistance.
|
| Client creates a process to export
transaction, product and retail store data to the ToInStorecard directory.
|
Provide technical assistance.
|
- Ensure successful
secure transfer capability.
- Automate
uploading/downloading to/from SFTP directories.
- Automate export of
three files: transaction, product, and retail store data.
|
| Client creates a process to accept/consume
the customer file and rewards file from the FromInStorecard directory.
|
Provide technical assistance.
|
Provide technical assistance.
|
| TIBCO Reward tests and validates import
process.
|
Test import process and validate data.
|
Provide technical assistance.
|
| Test regular end-to-end import process. This
requires a period of live file transmissions from the client to ensure that
systems on all sides are working correctly.
|
Turn on automated import process.
|
Turn on automated file delivery process.
Provide technical assistance during test period.
|
| Establish file monitoring process (to ensure
timely file processing and catch errors).
|
Data Integration Team monitors the status of
all incoming and outbound files.
|
Establish an email contact (ideally an alias
for several people in the client organization) for any data
integration/monitoring issues.
|
| Turn on production import process.
|
Turn on production processes.
|
Turn on production processes.
|
