The Profile Tester functionality allows users to create, edit and delete test profiles; manage their identifiers (individually or by using Profile Type templates), attributes, permissions and notifications; and view TargetData profiles.
The main window for Profile Tester shows the Test Profile Table, a list of profiles filtered by the user’s access permissions (which determine which profile categories and which profile creators can be seen).
From this view, profiles can be created by the user (see Test Profile Creation), and available profiles can be selected for access (see Test Profile Summary).
By selecting the ‘+’ button to the top right of the Profile Table, users can add a new test profile.
The first step in the test profile wizard is to select a profile category.
This important step will define the profile and generate the correct identifier entries.
Please note: Category availability may be restricted by user and group permissions
Once a category has been selected, the test profile must be identified.
The following details are needed to set up a new test profile:
Profile Name – this can be a signifier, such as MSISDN, or a simple name
Identifier Type – this differs depending on category and must be unique. NOTE: for mobile category, one of encrpytedMSISDN or Target ID can be used.
Identifier Value – this is the unique identifier that can be used to read the profile from TargetData
Notes – for user reference only
The profile can then be created within FunnelManager by clicking the ‘Save’ button.
When a profile is selected, the information for that profile is made available in the Profile Summary.
From this screen, a user can access all functionality linked to test profile management via the tabs and tools. This includes:
Test Profile Editor
Test Profile Deletion
Identifier Management
Attribute Editor
TargetData Viewer
The Profile Summary also gives an overview of the profile, including:
Profile Management Details
Identifier Summary
Permission Summary
The pencil icon in the top right of the Profile Summary allows a user to edit the profile in the profile wizard.
NOTE: it is recommended that if a new identifier is to be used, the user create a new test profile rather than update an existing test profile.
The bin icon in the top right of the Profile Summary allows a user to delete the profile.
Further confirmation is requested to delete a profile.
The Identifiers menu item gives the user access to the Identifier Summary, a screen from which to control the identifiers within the test profile. Both Profile-Level and Device-Level identifiers from the TargetData profile are listed here and can be deactivated or activated as required. Identifiers can be copied to clipboard on hover over of the identifier value.
From this summary, Device-Level Identifiers can be accessed individually to manage Reference IDs.
The Identifier Summary gives the user access to and control over all the identifiers within the profile. Both Profile-Level and Device-Level Identifiers can be individually deactivated and reactivated using the TD Active toggle beside its line item.
When deactivated, the identifier is stored locally so it can be restored in the test profile later (by reactivating).
In addition to this, Profile Reset can be used to update the identifiers to a preset template.
NOTE: Identifiers stored in TargetData and locally can become misaligned during the testing process. When this happens, the Action column will provide the relevant action necessary to update the profile across both.
UMDIDs (currently the only identifier in Device-Level identifiers) can be controlled and accessed individually.
Each UMDID has its own view in which the relevant Customer Reference IDs and Switch Reference IDs for that identifier can be seen and controlled.
Both Customer and Switch Reference IDs can be created and managed at device level to connect different profiles (via devices).
These Reference IDs can be created via a lightbox that will allow the user to access profiles for linking based upon:
Category linking rules
User permissions and accesses
Once created, these Reference IDs can be deactivated and reactivated, and deleted as required.
The Attribute Editor functionality can be accessed via the Profile View sidebar menu.
This functionality allows users to create, edit and delete attributes, permissions and notifications within a test profile, and to activate or deactivate the same for the sake of testing.
The attributes editor allows attributes to be added, edited, deleted, activated and deactivated within a profile.
The Attributes table lists the attributes within the profile, and is the screen that allows users to add, edit or delete attributes, as well as activate and deactivate those attributes within the profile for the purposes of testing.
By selecting the ‘+’ button above the attributes table, users can add a new attribute to the TargetData profile using the sidebar wizard provided.
The following details are needed to set up a new attribute:
Attribute Name – the parameter name (must be unique)
Attribute Value – the value of the parameter
Metadata – must be valid JSON. To check the validity of the metadata json, a checker such as http://jsonlint.com/ can be used.
The pencil icon next to each attribute in the attributes table allows a user to edit that attribute usingthe same sidebar wizard.
The bin icon next to each attribute in the attributes table allows a user to delete that attribute from the TargetData profile
Further confirmation is requested to delete an attribute.
Beside each attribute in the attributes table is a button that allows users to activate and deactivate the individual attribute for the purposes of testing. The default for every attribute is ACTIVE.
By clicking the button, the individual attribute has its metadata updated to deactivate or activate the attribute.
The permissions editor allows permissions to be added, edited, deleted, activated and deactivated within a profile. The delete, activate and deactivate functionality works as for attributes.
By selecting the ‘+’ button above the permissions table, users can add a new permission to the TargetData profile using the sidebar wizard provided.
The following details are needed to set up a new permission:
Permission Name – the permission name (must be unique)
Enable? – enable (‘true’ value) or disable (‘false’ value) the permission
Metadata – must be valid JSON. To check the validity of the metadata json, a checker such as http://jsonlint.com/ can be used.
Currently notifications are preconfigured in the FunnelManager configuration to map the real-world notifications experienced by visitors and customers. The notification editor allows these preconfigured notifications to be added, edited, deleted, activated and deactivated within a profile. The delete, activate and deactivate functionality works as for attributes.
By selecting the ‘+’ button above the Notifications table, users can add a new notification to the TargetData profile using the sidebar wizard provided.
The following details are needed to set up a new notification:
Notification Type – notifications are configured in Funnelmanager by type: Customer or Visitor
Notification Name – select the available notification of the selected type
Notification Version – select the available version of the selected notification