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EncartaLabs

SAS Marketing Automation - Administration

( Duration: 1 Day )

This SAS Marketing Automation - Administration training course provides the detailed administrative knowledge and skills that you need in order to maintain, customize, tune, and troubleshoot an existing implementation of SAS Marketing Automation.

By attending SAS Marketing Automation - Administration workshop, delegates will learn to:

  • Add new users and control their access to SAS Marketing Automation
  • Customize the solution with new user-defined fields
  • Schedule SAS Marketing Automation campaigns
  • Use the Setup workspace to further customize and tune the solution
  • Locate and modify business context properties
  • Modify server settings to tune system performance
  • Set up SAS stored processes for use in SAS Marketing Automation
  • Maintain files and relational database tables used by the solution
  • Use administrator utilities to release tables, create channels, and load treatments
  • Perform backups
  • Update solution metadata
  • Renew SAS software and apply hot fixes
  • Troubleshoot campaign execution issues
  • Change logging levels and search logs for error messages and other useful information.

  • Familiar with business issues and processes for marketing campaigns.
  • Knowledge of the interface for SAS Marketing Automation is helpful but not required.

The SAS Marketing Automation - Administration class is ideal for:

  • Administrators who are responsible for maintaining SAS Marketing Automation after implementation

COURSE AGENDA

1

Architecture and Flow

  • SAS Marketing Automation Architecture
  • Client interfaces
  • Initial configuration
  • Campaign processing
2

Application Access and Security

  • Creating users and groups
  • Setting permissions
  • Working with roles
3

The Common Data Model

  • Initial configuration
  • History tables
  • Lookup tables
  • User-defined fields
  • Customization
4

Scheduling

  • Scheduling servers
  • Scheduling using SAS Customer Intelligence Studio
  • Scheduling using SAS Management Console
  • Resolving scheduling issues
5

Administrative Tasks in SAS Customer Intelligence Studio

  • Overview of the Setup workspace
  • Managing business context properties
  • Working with environment variables
  • Using the Administration worksapce
6

Tuning and Performance

  • Stored Process and Workspace Server settings
  • Web Application Server settings
  • Database Management System settings
7

Maintenance

  • Setting up stored processes for users
  • Maintaining the file system and DBMS tables
  • Utilities for administrators
  • Updating metadata
  • Backing up SAS Marketing Automation
  • Updating your SAS software
  • Updating license files
8

Troubleshooting

  • Troubleshooting overview
  • Using logs
  • Using SAS Technical Support

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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