Connecting to Adobe Analytics

In order to connect to Adobe Analytics, the GlobalCompanyId and RSID need to be identified. By default, the adapter attempts to automatically identify your company and report suite. Alternatively, you can identify the company and report suite explicitly:

Global Company Id

GlobalCompanyId is an optional connection property. If left empty, the adapter tries to automatically detect the Global Company ID. To find the Global Company ID:

1. Find it in the request URL for the users/me endpoint on the Swagger UI.
2. Expand the users endpoint and then click the GET users/me button.
3. Click the Try it out > Execute buttons.
4. Set the GlobalCompanyId connection property to the Global Company ID shown in the Request URL immediately preceding the users/me endpoint.

Report Suite Id

RSID is an optional connection property. If not set, the driver tries to automatically detect it. To get a full list of your report suites along with their identifiers next to the name, navigate to Admin > Report Suites.

Authenticating to Adobe Analytics

Adobe Analytics uses the OAuth authentication standard. You can authenticate with OAuth integration or Service Account integration.

User Accounts (OAuth)

AuthScheme must be set to OAuth in all user account flows.

Headless Machines

To configure the driver to use OAuth with a user account on a headless machine, you need to authenticate on another device that has an internet browser.

1. Choose one of two options:
   • Option 1: Obtain the OAuthVerifier value as described in "Obtain and Exchange a Verifier Code" below.
   • Option 2: Install the adapter on a machine with an Internet browser and transfer the OAuth authentication values after you authenticate through the usual browser-based flow, as described in "Transfer OAuth Settings" below.
2. Then configure the adapter to automatically refresh the access token on the headless machine.

Option 1: Obtain and Exchange a Verifier Code

To obtain a verifier code, you must authenticate at the OAuth authorization URL.

Follow the steps below to authenticate from the machine with an Internet browser and obtain the OAuthVerifier connection property.

1. Choose one of these options:
   • If you are using the Embedded OAuth Application, call the GetOAuthAuthorizationURL stored procedure. Open the URL returned by the stored procedure in a browser.
   • If you are using a custom OAuth application, set the following properties:
     • InitiateOAuth: Set to OFF.
     • OAuthClientId: Set to the client Id assigned when you registered your application.
     • OAuthClientSecret: Set to the client secret assigned when you registered your application.
     Then call the GetOAuthAuthorizationURL stored procedure with the appropriate CallbackURL. Open the URL returned by the stored procedure in a browser.
2. Log in and grant permissions to the adapter. You are then redirected to the redirect URI. There will be a parameter called code appended to the redirect URI. Note the value of this parameter. Later you will set this in the OAuthVerifier connection property.

Next, you need to exchange the OAuth verifier code for OAuth refresh and access tokens.

On the headless machine, set the following connection properties to obtain the OAuth authentication values:

• InitiateOAuth: Set this to REFRESH.
• OAuthVerifier: Set this to the noted verifier code (the value of the code parameter in the redirect URI).
• OAuthClientId (custom applications only): Set this to the client Id in your custom OAuth application settings.
• OAuthClientSecret (custom applications only): Set this to the client secret in the custom OAuth application settings.
• OAuthSettingsLocation: Set this to persist the encrypted OAuth authentication values to the specified file.

Test the connection to generate the OAuth settings file, then re-set the following properties to connect:

• InitiateOAuth: Set this to REFRESH.
• OAuthClientId: (custom applications only) Set this to the client Id assigned when you registered your application.
• OAuthClientSecret: (custom applications only) Set this to the client secret assigned when you registered your application.
• OAuthSettingsLocation: Set this to the file containing the encrypted OAuth authentication values. Make sure this file gives read and write permissions to the adapter to enable the automatic refreshing of the access token.

Option 2: Transfer OAuth Settings

Prior to connecting on a headless machine, you need to install and create a connection with the driver on a device that supports an Internet browser. Set the connection properties as described in "Desktop Applications" above.

After completing the instructions in "Desktop Applications", the resulting authentication values are encrypted and written to the path specified by OAuthSettingsLocation. The default filename is OAuthSettings.txt.

Test the connection to generate the OAuth settings file, then copy the OAuth settings file to your headless machine.

On the headless machine, set the following connection properties to connect to data:

• InitiateOAuth: Set this to REFRESH.
• OAuthClientId: (custom applications only) Set this to the client Id assigned when you registered your application.
• OAuthClientSecret: (custom applications only) Set this to the client secret assigned when you registered your application.
• OAuthSettingsLocation: Set this to the path to the OAuth settings file you copied from the machine with the browser. Make sure this file gives read and write permissions to the adapter to enable the automatic refreshing of the access token.

Service Account (JWT OAuth)

Set the AuthScheme to OAuthJWT to authenticate with this method.

Service accounts have silent authentication, which does not require user authentication in the browser.
You need to create an application in this flow. See Creating a Custom OAuth App to create and authorize an app. You can then connect to Adobe Analytics data that the service account has permission to access.

After setting the following connection properties, you are ready to connect:

• InitiateOAuth: Set to GETANDREFRESH.
• OAuthClientId: Set to the client Id in your app settings.
• OAuthClientSecret: Set to the client secret in your app settings.
• OAuthJWTCertType: Set to "PUBLIC_KEY_FILE".
• OAuthJWTCert: Set to the path to the .key file you generated.
• OAuthJWTCertPassword: Set to the password of the .key file.
• OAuthJWTSubject: The subject, your Technical Account ID from the Adobe I/O Console integration, in the format: id@techacct.adobe.com.
• OAuthJWTIssuer: The issuer, your Organization ID from the Adobe I/O Console integration, in the format org_ident@AdobeOrg. Identifies your organization that has been configured for access to the Adobe I/O API.

When you connect the adapter completes the OAuth flow for a service account.

1. Creates and signs the JWT with the claim set required by the adapter.
2. Exchanges the JWT for the access token.
3. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.
4. Submits the JWT for a new access token when the token expires.