Campaign Enterprise v12 User Documentation Revised (v )

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1 ! Campaign Enterprise v12 User Documentation Revised (v ) Copyright (c) 2014 by Arial Software/San Clemente Technologies, Inc. Page!1

2 Table of Contents Introduction... 3 Major Changes In Campaign Enterprise v Campaign Enterprise Deployment... 5 Installation Instructions... 6 Bounce System Setup Administration Functions List Administration Campaign Administration Message Content Programming Using External Databases CECONFIGURATION.TXT File Settings Uninstalling Campaign Enterprise Moving The Campaign Enterprise Database (CampaignDB1) Revision History Troubleshooting Copyright (c) 2014 by Arial Software/San Clemente Technologies, Inc. Page!2

3 Introduction Campaign Enterprise has been re-written from the ground-up in the.net framework, supports true multi-threading managed by the OS, and now uses the Microsoft Internet Information Service (IIS) for all web activities. The IIS system is used for administration of Campaigns and Lists, open tracking, click tracking resolution, view-as-webpage functions, and unsubscribe functions. Using the IIS system you will have control over all aspects of how the product functions including security, SSL certificates for HTTPS functions, NTML user authentication, and everything else IIS offers. All offline functions, such as sending, schedule processing, and bounce handling are done in a separate service apart from the web activities. All these functions utilize the same SQL server(s) to communicate and stay in coordination. The back-end database for Campaign Enterprise will now be based on Microsoft's SQL server, but if you do not have a license for MS SQL we will provide a version of MS SQL Server system that will have plenty of power for Campaign Enterprise. You can still use all the previous databases like Oracle, MySQL, DB2, MS Access as always. Campaign Enterprise comes in 3 different editions depending on your needs, but all editions of Campaign Enterprise include the following elements: The system has been completely rewritten in a modern language (.net) that supports today's OSs in 64 bit, and multithreading (no lockups) The web server portion utilizes Windows IIS. Using IIS brings all of the advantages of using an IIS server including higher security and scalability Introduction of "Run-Instances" where each campaign run is stored in the database and all response events can be attributed to a specific run of that campaign. This is very important if you run the same campaign many times and need to know the effectiveness of each run. sending speeds have been dramatically increased (600k/hour on one thread, small message) The user interface is more intuitive to sending similar to a web-mail client You can send campaign simultaneously Use the campaign scheduling system to launch campaigns at a specific date and time, you set the campaign to run on a repetitive cycle. This is perfect if you need to monitor a database for orders or other database triggered events for sending an . Drag-and-Drop calendar scheduling function showing US holidays and blackout days There is now a built-in POP server so all bounce handing is done internally and you don't have to establish bounce POP accounts for each campaign as before (you just set an MX record to Campaign Enterprise). Since the system will use a VERPS technique (Variable Envelope Return Path) for bounces, every bounce will be recorded correctly since the information returned is embedded into the return-path address that is not modified by the SMTP server system. You can create and maintain built-in Lists with importing capabilities. Custom fields can be added to the list so you can save other information. By using Filtered Lists you can create a new based on a larger list. The backend database is MS SQL Server. You can use the free version of MS SQL or use an instance of your own SQL server sending is done using multiple sending threads instead of a singular sending thread Since we are using IIS for the web server all SSL certificates for communicating in HTTPS are support Windows user login ability (NTLM) allows you to choose to use your Windows login context to log into Campaign Enterprise View as a webpage capability just by enabling it Built-in web-based unsubscribe ability. During unsubscribe you can optionally ask the reason. Graphics that are used in s are uploaded to Campaign Enterprise through the editor interface. The images are hosted on the Campaign Enterprise system or can be embedded in the Higher performance click tracking and open tracking due to the IIS server and MS SQL server More reporting capabilities with the combination of MS SQL server table and better recording structure Able to submit campaign initiation from outside of Campaign Enterprise (API) Ability to have multiple Campaign Enterprise systems behind a load-balancer to distribute high-volume responses and also to allow Campaign Enterprise systems to be shut down while others run (100% uptime) New user interface, less graphics, very fast, and more business oriented. Built-in Mail Server test system. Allows you to send your campaign to a fake SMTP server that can measure the fastest speed possible to your normal SMTP server. Per-User session timeout limits Automated password retrieval Copyright (c) 2014 by Arial Software/San Clemente Technologies, Inc. Page!3

4 Major Changes In Campaign Enterprise v12 Run Instances - In the past, when you ran a campaign several times, all of the statistics were grouped into one cumulative set of data so you really did not know what results you obtained from running the campaign over time. With the introduction of Run Instances, Campaign Enterprise stores individual statistics on every campaign that is run (more than a log). You can run reports based on the whole campaign or on individual campaign runs. Unlimited Sending Threads - In version 11 and earlier, the number of sending threads you could send at the same time was limited by your user license count. Those limitations have been lifted! Also, Campaign Enterprise is now a completely multi-threaded system and can more effectively use CPUs (cores) and memory. Each Mail Server can now be assigned a number of threads that can be sent to that Mail Server concurrently. Mail Server Groups - You are now able to establish Mail Server Groups which are collections of Mail Servers. A Mail Server Group can be selected to send your campaign like any other single Mail Server, but having a group of Mail Servers working together will increase sending performance and add redundancy. If a Mail Server in a Mail Server Group is shut down for maintenance or is having a problem and cannot receive anymore, that Mail Server is invalidated by Campaign Enterprise for that specific campaign run and the other Mail Servers in the group will take up the slack and continue. Bounce Handling - No more POP accounts! This is one of the biggest changes to Campaign Enterprise and was one of our most asked for feature. Campaign Enterprise now has a built-in SMTP receiver service that will accept and process bounced s based on VERPs technology (Variable Envelope Return Path). In the past, you had to establish a POP account for almost every campaign you did. Campaign Enterprise then had to monitor all of those POP accounts which was a huge bottleneck and drain of resources for large system or systems that have been running for a period of time. Now, you simply create a bounce domain name (or multiple domain names) in DNS which can be a sub-domain of your current domain name. s are sent using a special return-path address including the domain you established, the list, and recipient record ID. If the is returned by the recipient SMTP server then Campaign Enterprise will record that bounce perfectly. Use of Windows IIS Webserver - Campaign Enterprise now uses the familiar Windows IIS system for all webserver activities. The advantages of using this webserver would fill pages of documentation, but the most important improvement will be reliability and configuration possibilities. Using this system can also being used to establish load-balancing to multiple Campaign Enterprise instances if needed. Use of Microsoft SQL Server - In the past, you had to purchase a higher-priced edition of Campaign Enterprise so that Campaign Enterprise would use an external database for backend database activities. Today with version 12, using an SQL Server is standard and the single database file is no longer used. The SQL Server can either be an SQL Express version, which is free of charge, or if you have your own SQL Server system already running than Campaign Enterprise can use that. Because the SQL Server is truly a transactional database, lock-ups will not occur as in the past when the single-file database was getting hit too hard. Using the SQL Server also lends to more reliability, more security, and easier backups. Copyright (c) 2014 by Arial Software/San Clemente Technologies, Inc. Page!4

5 Campaign Enterprise Deployment Below is an overview of the way that Campaign Enterprise can be deployed. In this graphic, the SQL Server configuration is shown to be on a separate machine, and even shows the mirroring ability if required, but the SQL Server can exist on the same computer as Campaign Enterprise. Copyright (c) 2014 by Arial Software/San Clemente Technologies, Inc. Page!5

6 Installation Instructions Recommendations We recommend installing Campaign Enterprise on a fresh new system so there will be no chances of compromising any other operations a computer may be doing. If you cannot, please be sure the machine is backed up, especially the IIS System meta-base because the install will be making additions to the IIS system. You may install the program on a test computer and move it to a production computer later. Over-use of the license key may cause it to be invalidated. Prerequisites Machine requirements: Microsoft Windows 2008 or better, 64-bit OS only, Cannot be on a Domain Controller Microsoft Windows IIS 7 Web Server or better At least 2 CPU cores 4GB minimum but 8GB or more is recommended SQL Server 2005, 2008, or 2012, Full or Express version 100MB Disk just for Campaign Enterprise programs, your database are additional 2 IP addresses if you already have a full Server (SMTP) that listens to port 25 because Campaign Enterprise needs to listen to port 25 for bounce recording - If you DO NOT have an SQL Server to use - SQL Server is required for all back-end database activities for Campaign Enterprise. You can use the free SQL Server Express 2012 and we recommend downloading latest version from the website below. There are several variations of SQL Server Express to use but we recommend using the MS SQL Express 2012 with Tools so you can administer the SQL Server if needed. After downloading and installation the SQL Server Express, make sure the SQL Server Service is running before installing Campaign Enterprise by checking the Windows Services area in the Windows Control Panel. - If you DO have an SQL Server on another machine - Then you will need to run a few scripts on your SQL Server to build the database required to run Campaign Enterprise. You will need to be able to log into the SQL Server Management System (SSMS) to run these scripts, and you will need to establish either SQL or Windows authentication security records so you can access these new databases. - You may need to enable ASP in your IIS setup. Most "server" computers will already have this enabled in IIS but some may not. You can check this by looking the ASP setting, IIS Server, in the System Roles on the computer. This configuration area can be in the "Turn Windows Features On of OFF" link in the "Programs And Features" area of the Windows Control Panel. - Verify that the IIS website service is up and running. Copyright (c) 2014 by Arial Software/San Clemente Technologies, Inc. Page!6

7 - For bounce processing, open port 25 to the Campaign Enterprise computer. We assume that port 80 is already open for HTTP activity - Create DNS entries for admin, public, and bounce activities. You should have an "A" record in your DNS pointing to the IP address for the IIS system for administrative website activities. Example: This URL will be used to log into the Campaign Enterprise system to configure and monitor campaigns. You should have an "A" record in your DNS pointing to the IP address for the IIS system for public website activities. Example: This URL will be used by the outside world to get images for s you send out (not embedded), respond to unsubscribe requests, click tracking requests, etc. You have to create an "MX" record for bounce processing. Using the VERPs method, any s that are rejected by the destination server will be returned to the Campaign Enterprise system by using this domain name. The bounce domain should point to the Public Domain Name above. Usually it is best to use a sub-domain of your main domain for consistency. For example, if your domain name for is "arialsoftware.com", then a good domain to use would be "cebounce.arialsoftare.com". Example DNS entry would be: cebounce.arialsoftare.com MX 10 cepublic.arialsoftware.com Program Installation Run the installation EXE file that is found in the zip file you downloaded. You will need to run the installation EXE with administrator rights. The installation will first extract the files/folders it needs into a temporary area, then you will be presented with a configuration screen. Copyright (c) 2014 by Arial Software/San Clemente Technologies, Inc. Page!7

8 ! After the file extraction phase, and the installation of support files, you will be presented with this screen: License Key - Enter the license key you were given by Arial Software in this . This may either be a full license or a trial license. Copyright (c) 2014 by Arial Software/San Clemente Technologies, Inc. Page!8

9 ! Installation Folder - On the initial installation of the product you will see this screen. Enter the disk path for the ultimate location of the Campaign Enterprise files. We recommend using the normal "inetpub" path that IIS uses for that other websites, but technically it can be located anywhere. Do not use an ending back-slash in the path. Example: c:\inetpub\ce12 Copyright (c) 2014 by Arial Software/San Clemente Technologies, Inc. Page!9

10 ! SQL Server Name or IP - This is the name of your SQL Server to be used. This setting may be the computer name, the computer name and the SQL instance name, or IP address depending on how you set it up your SQL Server. For example, it could be "COMPUTER1" or it could be "COMPUTER1\SQLEXPRESS". The easiest way to find this out is setting is to start up the SQL Server Management tool (SSMS) in the start menu, and when attempting to log on it will show the SQL Server name in the login box. Authentication - When using Windows Authentication, the username you are currently logged in as will be used to access the SQL server specified. When using SQL Authentication you will be prompted to enter the SQL username and password. Skip creating databases now but make SQL script - This setting is for when you want to install Campaign Enterprise now but you do not presently have access to the SQL Server that you need to use. This can happen in companies where the SQL servers are handled by another department. Whether or not the connection to the database is made during this installation, an SQL script will be created to reproduce the backend database tables, default data, and security. If you already have an SQL Server on a different computer for the back-end for Campaign Enterprise, check this box and the installation will not attempt to create the database volumes during installation. The created script can then be used by you or others to create the databases. Because of the database not being created immediately, none of the services will be started and the administration website will not function. After installation, you will need to create the database volumes and security entries on your SQL Server Copyright (c) 2014 by Arial Software/San Clemente Technologies, Inc. Page!10

11 ! manually. This SQL script, called ce.sql, can be found in the CE12\support folder after installation that you will run on your external SQL server. Admin Domain Name - This is the domain name that gets set in the IIS system for the Administration website entry. (see reference above in prerequisites) Public Domain Name - This is the domain name that gets set in the IIS system for the Public website entry. (see reference above in prerequisites) Bounce Domain Name - This domain is used in the Return-Path portion of the s that will be sent out and concerns bounces. (see reference above in prerequisites) Copyright (c) 2014 by Arial Software/San Clemente Technologies, Inc. Page!11

12 ! Create local machine usernames - When this is selected, the installation will create the usernames specified on the current machine. This is usual when the SQL Server also resides on the same computer. Just include the username itself and not the machine name. Use existing Domain usernames - When this is selected, the installation will validate that these domain usernames (for admin and public) and then use these usernames and passwords to establish security and run-time context for the webserver and services. When entering the username be sure to use the full domain username like Campaign Enterprise Admin Account - This is the username and password that will be used when the installation is creating the Windows user account "ceadmin". This new username is used for the Campaign Enterprise IIS website activities concerning the administering of campaigns, and allows Windows Authentication to be use to connect to the SQL Server. This new username is also granted "Log On As Service" privilege to run the background services for the Campaign Enterprise system. Campaign Enterprise Public Account - This is the password that will be used when the installation is creating the Windows user account "cepublic". This new username is used with the Public IIS server entry for website activities like response events like click tracking and unsubscribes. Optionally you can reduce the privileges of this user in the SQL Server for added security. Proceed by clicking on the Continue button and monitor the installation of the system. Copyright (c) 2014 by Arial Software/San Clemente Technologies, Inc. Page!12

13 After Installation After installation, make sure the CE services are running (if you allowed the SQL databased to be created). The services involved with Campaign Enterprise are: World Wide Web Publishing Service (IIS) CEMain CEBounce C Server CEQSend Make sure that the IIS Website entries have been made in the IIS Management Console Make sure that the two database volumes were created in the SQL server: CampaignDB1 CampaignLists Log onto the system using the Admin URL like above: (your specific URL) The default login information is: password: adminadmin After login in, you can go to the Administration section of the program (click on Administration upperright-hand corner) and go through these management areas to get started: System-Wide settings and add mail server information that will be used by the system for notifications/alerts. Site-Specific settings will allow you to set up some features specific for your installation User Management - Change the and password you just used to log in in the "User Management" area Bounce Domain Name Management - You should have one entry in this section that was created during installation Public URL Management - You should have one entry in this section that was created during installation Mail Servers - By default there will be a pseudo server entry for testing. Add at least one more Mail Server that will be selectable by the Campaigns Copyright (c) 2014 by Arial Software/San Clemente Technologies, Inc. Page!13

14 Notes Since Microsoft IIS is being used, you are completely open to making any changes you want to that system concerning security, scaleability, etc. You can add SSL certificates for secured communication and even lock down folders if needed. During installation the system will create a file called ceconfiguration.txt in the system folder under ce12 folder. This file allows you to modify the connection strings to the databases and update license keys if needed. You can also control levels of system debugging using switches. After modifications to this file it is recommended you restart all services to use the new settings. Copyright (c) 2014 by Arial Software/San Clemente Technologies, Inc. Page!14

15 Bounce System Setup Bounced s and VERPs A bounced refers to an that could not be delivered to the recipient, for various reasons, and it is returned to the address specified in the return-path address of the . Campaign Enterprise acts like a mail server using this customer domain name you supply. Campaign Enterprise uses VERPs (http://en.wikipedia.org/wiki/variable_envelope_return_path") to manage these these s. When a is sent from Campaign Enterprise the return-path address used is unique to that recipient so that when the bounced is returned it can be identified to that exact recipient. The return-path address that Campaign Enterprise generates may look like this: The first part of the (to the left of sign) is an encoding of the unique ID of the recipient, the campaign ID, and the recipient address used to send the . The domain part of the (to the right of sign) is what you specify as the bounce domain name. This format will vary slightly if the UniqueID and Address columns you specify are the same where it will only include the information once in the return-path string. Setup & Testing of the Bounce System Step #1: Set up an MX record in your DNS so the bounced s can make it back to the Campaign Enterprise computer. We recommend that you create a subdomain or your main domain name because if you use your main domain name then the bounced s will returned to your normal mail system and not Campaign Enterprise. For instance, if you normal domain is arialsoftware.com, then make a subdomain called cebounce.arialsoftware.com. Here is a sample DNS MX record entry: cebounce.arialsoftware.com MX 0 cepublic.arialsoftware.com It is assumed there is already an A record for cepublic.arialsoftware.com pointing to the IP or your Campaign Enterprise box. Next you need to create an SPF record for the bounce domain name. This is used by the receiving mail server to validate that the sending mail server is authorized to send for the domain. Step #2: Open a port 25 from the outside internet to your Campaign Enterprise box. In this way, they mails servers of the world can bounce the s directly back to Campaign Enterprise for processing. Step #3: On a computer outside your network, using NSLOOKUP, test that the MX record that you established is available. You can do this by running NSLOOKUP from a DOS prompt, then typing set q=mx telling NSLOOKUP to look at MX records, then type in your bounce domain name. The return information should show the MX record with it pointing to your public domain name for Campaign Enterprise. Copyright (c) 2014 by Arial Software/San Clemente Technologies, Inc. Page!15

16 ! Step #4: Now that the MX record is established and port 25 is open, you can test if the Campaign Enterprise bounce system can be communicated with from the outside. Again, on a computer outside your network, go do a DOS prompt and run TELNET. Once in TELNET, type something like: TELNET> open cepublic.arialsoftware.com 25 If everything is working you will get a prompt from the Campaign Enterprise bounce system which says Arial Here.! Copyright (c) 2014 by Arial Software/San Clemente Technologies, Inc. Page!16

17 Administration Functions By clicking on the Administration at the top of the page, you are taken to the administration selection screen where you can setup defaults for the system, create new users (depending on your version), create mail servers, and many other settings. Copyright (c) 2014 by Arial Software/San Clemente Technologies, Inc. Page!17

18 System Wide Settings Use this screen to set up the system mail server used to send alerts, campaign summaries, forgotten password request fulfillment. System This address is used to send password recovery s and other alert s. Mail Server Settings The remaining mail server settings are just normal setting for mail servers. This mail server definition is separate from normal campaign servers because the s sent to this mail server are independent of any campaigns. Site-Specific Settings Copyright (c) 2014 by Arial Software/San Clemente Technologies, Inc. Page!18

19 Client Name (For Business Edition) You can change the Client name in this box which will be reflected on the administrative website pages. If you have a Standard Or Professional edition of Campaign Enterprise, the client is fixed by the license key. Contact Name/ /Phone Number This is just for reference when it is appropriate for the administration to send correspondence. Allow External Lists (For Business Edition) By disabling this setting you can restrict clients from accessing external lists and they must use the internal list system. Apply Default List Custom Fields When the user creates a new internal list, you can apply the default list custom fields. Allow List Custom Field Changes As as administrator you can restrict the user from making any changes or additions to the list fields you have established. Make Summary Reports Detailed With this setting you can cause the system to add more verbose text to the campaign logs. Copyright (c) 2014 by Arial Software/San Clemente Technologies, Inc. Page!19

20 Disable link checks (src and href) when running campaign With this setting you can disable Campaign Enterprise from checking the links in your . This is not recommended because it is always best to make sure your links are good, but if the system you are running does not allow for external internet access or you have so many links in your that it take too long to check them all then you do have the option to disable this feature. Summary Report SUCCESS Subject line You may modify the subject line for s that are sent to users after an campaign send is complete. You can use the system merge field {%CAMPAIGN_NAME%} in this setting. Summary Report FAILURE Subject line You may modify the subject line for s that are sent to users after an campaign send is complete. You can use the system merge field {%CAMPAIGN_NAME%} in this setting. View As Webpage Header If the View As Webpage option is turned on for a campaign, this HTML header is added to the top of each sent out. This header should be simple, non-intrusive, and obvious. The reason this header is placed at the top of the message is to make it easy to see if the is not rendered correctly. Copyright (c) 2014 by Arial Software/San Clemente Technologies, Inc. Page!20

21 ! Unsubscribe Footer HTML If the Enable Unsubscribe option is turned on for a campaign, this HTML footer is added to the bottom of each sent out. This footer should be simple, non-intrusive, and obvious. This setting can be overridden on a campaign-to-campaign basis by using the {%UNUSUBSCRIBE_URL%} merge field somewhere in message. Unsubscribe Yes HTML Copyright (c) 2014 by Arial Software/San Clemente Technologies, Inc. Page!21

22 This is the webpage that is presented to the recipient confirming the unsubscribe action. This webpage can contain any information. It is suggested that this webpage has links to leave this webpage to your website or other location. Unsubscribe Confirm HTML This is the webpage that will be presented to the recipient requesting to be unsubscribed. The webpage can contain any content, but there are some merge field you can use to include the unsubscribe functionality: {%CONFIRM%} which is replaced by a button used to unusubscribe (required) {%REASON%} which is replaced with a ;Reason ; dropdown box (optional) Reasons used are: Unspecified (if they choose not to select anything) No Longer Interested Never Signed Up If you use the {%UNSUBSCRIBE_URL%} link in your you can add additional parameters if you want to show more data in the Unsubscribe Confirmation HTML page. Any parameters you add will be available for merging in the page: Example: {%UNSUBSCRIBE_URL%}& ={%% Address%%} in your message will allow the {%% %%} merge field available in the unsubscribe confirmation page This is also useful if you are planning on using your own unsubscribe page. Enable API (Business and Professional Editions) When you enable the API functionality this will open the Campaign Enterprise system to be accessed from outside systems. The API can be used to trigger events or request information. API calls are made via HTTP or HTTPS (HTTPS recommended) and should include a parameters for authentication, the command, and then any parameters. Results are sent back in JSON format. For more information on this subject, see the dedicated section on API in this document. User Management User List (For Professional and Business editions) When selecting User Management you will be presented with a user list page. From here you can create a new user, copy a user, delete a user, or add a user. Copyright (c) 2014 by Arial Software/San Clemente Technologies, Inc. Page!22

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