Set up data manually

In this section, you create the required identity namespaces and define the Luma sample data structure by creating the schemas.

TIP
Watch the video tutorial Map identities before you begin.

Step 1: Create identity namespaces

In this step, you create identity namespaces for the Luma custom identity fields named lumaLoyaltyId, lumaCrmId, and lumaProductSKU. Identity namespaces play a critical role in building real-time customer profiles, as two matching values in the same namespace allow two data sources to form an identity graph.

Begin by creating a namespace for the Luma Loyalty ID schema:

  1. In the Journey Optimizer user interface, go to Customer > Identities in the left navigation.

  2. Select Create identity namespace.

  3. Provide the following details:

    table 0-row-3 1-row-3
    Display Name Identity Symbol Type
    Luma Loyalty ID lumaLoyaltyId Cross-device ID
  4. Select Create.

    Create Namespaces

  5. Create two more namespaces following the same steps:

    table 0-row-3 1-row-3 2-row-3
    Display Name Identity Symbol Type
    Luma CRM ID lumaCrmId Cross-device ID
    Luma Product SKU lumaProductSKU Non-people identifier

Step 2: Create schemas

In this step, you define the structure of the sample data by creating six schemas:

TIP
Watch the video tutorial: Create a schema before you begin.

Create Luma Loyalty Schema create-luma-loyalty-schema

This section describes how to create the Luma Loyalty schema and configure field groups.

Create the schema

  1. Go to DATA MANAGEMENT > Schemas in the left navigation.

  2. Select Create Schema on the top right.

  3. From the drop-down menu, select XDM Individual Profile.

    You select this option because you are modeling attributes of an individual customer (points, status, and so on).

Add existing field groups

Next, you are prompted to add field groups to the schema, using groups. You must add existing field groups and create a field group.

  1. On the Schema page, if the Field groups modal did not automatically open, select Add.

    Add field group

  2. On the Add Field groups page, enable the following field groups:

    • Demographic Details for basic customer data like name and birth date.

    • Personal Contact Details for basic contact details like email address and phone number.

    • Loyalty Details for the loyalty details such as points, joined date, or status. The loyalty field group is far down the list, so it is easiest to search for it.

  3. Select Add field group to add all three field groups to the schema.

    Select standard field groups

  4. Select the top node of the schema.

  5. Enter Luma Loyalty Schema as the Display name.

Create a field group create-field-group

To help ensure consistency across the schemas, Adobe recommends managing all system identifiers in a single group:

  1. From the Composition section under Field groups, select Add.

  2. Select Create new field group.

  3. Add Luma Identity Profile Field Group as the Display name.

  4. Add system identifiers for XDM Individual Profile class as the Description.

  5. Select Add field groups.

    Create new field group

Add fields to the new field group

The new, empty field group is added to your schema. Using the + buttons, you can add new fields to any location in the hierarchy. In this case, you must add fields at the root level:

  1. Select + next to the name of the schema.

    This step adds a field under your tenant id namespace, to manage conflicts between your custom fields and any standard fields.

  2. In the Field properties sidebar, add the details of the new field:

    • Field name: systemIdentifier

    • Display name: System Identifier

    • Type: Object

    • Assign field group: Luma identifiers

  3. Select Apply.

    Add System Identifier

    Add two fields under the systemIdentifier object:

    table 0-row-3 1-row-3 2-row-3
    Fieldname Display Name Type
    loyaltyId Loyalty Id String
    crmId CRM Id String

fields

Set identities

You now have the namespace and the Luma Loyalty schema configured. Before you can ingest data, you must label the identity fields. Each schema used with Real-time Customer Profile is required to have a primary identity specified and each record ingested must have a value for that field.

  1. Set the primary Identity:

    From the Luma Loyalty Schema:

    1. Select the Luma Identity Profile Field Group.

    2. Select the loyaltyId field.

    3. In the Field properties, enable the Identity box.

    4. Enable the Primary Identity box.

    5. Select the Luma Loyalty Id namespace from Identity namespaces dropdown menu.

    6. Select Apply.

      primary identity

  2. Set a secondary identity:

    From the Luma Loyalty Schema:

    1. Select the Luma Identity Profile Field Group.

    2. Select the crmId field.

    3. In the Field properties, enable the Identity box.

    4. Select the Luma CRM Id namespace from Identity namespaces dropdown.

    5. Select Apply.

Enable for profile and save the schema

  1. Select the top node of the schema.

  2. In the Field properties, enable Profile.

    The schema should look like this:

    Luma Loyalty schema

  3. Select Save.

Create Luma Product Catalog Schema create-luma-product-catalog-schema

  1. Go to DATA MANAGEMENT > Schemas in the left navigation.

  2. Select Create Schema (top right).

  3. To create a class, select Browse all schema types from the drop-down menu.

  4. Select Create new class.

  5. Add the display name: Luma Product Catalog Class.

  6. Assign class.

  7. Create a Field group:

    • Display name: Luma Product Catalog Field Group
  8. Add the following field to the Luma Product Catalog Field Group.

    • Field name: product

    • Display name: Product

    • Type: Object

    • Field group: Luma Product Catalog Field Group

  9. Select Apply.

  10. Add the following fields to the Product object:

    table 0-row-3 1-row-3 2-row-3 3-row-3 4-row-3 5-row-3 6-row-3 7-row-3 8-row-3 9-row-3 10-row-3
    Fieldname Display Name Type
    sku Product SKU String
    name Product Name String
    category Product Category String
    color Product Color String
    size Product Size String
    price Product Price Double
    description Product Description String
    imageUrl Product Image URL String
    stockQuantity Product Stock Quantity String
    url Product URL String
  11. Set the SKU as primary identity.

  12. Add the Display name Luma Product Catalog Field Group to the field group.

  13. Select Save.

Create Luma Product Inventory Event Schema create-luma-product-inventory-event-schema

  1. Go to DATA MANAGEMENT > Schemas in the left navigation.

  2. Select the Create Schema button on the top right.

  3. From the dropdown menu, select Browse all schema types.

  4. Select Create new class.

  5. Add the display name: Luma Business Event Class.

  6. Select type: Time-series.

  7. Assign class.

  8. Create a field group:

    • Display name: Luma Product Inventory Event Details Field Group
  9. Add the Display name Luma Product Inventory Event Schema to the schema.

  10. Add the following field to the Luma Product Inventory Event Details Field Group:

    • Field name: inventoryEvent

    • Display name: Inventory Event

    • Type: Object

    • Field group: Luma Product Inventory Event Details Field Group

  11. Add the following fields to the Product Inventory Event Details object:

    table 0-row-3 1-row-3 2-row-3
    Fieldname Display Name Type
    sku SKU String
    stockEventType Stock Event Type String
    1. to set the stockEventType to Enum, select type: string.

    2. Scroll down to the bottom of the Field properties.

    3. Enable Enum.

    4. Enter values (label): restock (Restock).

    5. Select Add row.

    6. Enter values (label): outOfStock (Out of Stock).

    7. Select Apply.

      enum

  12. Set inventory.Event.sku field as primary identity using the LumaProductSKU namespace.

  13. Select the sku field and define a relationship to the product.sku field in the Luma Product catalog Schema Schema:

    1. Scroll down to the bottom of the Field properties.

    2. Enable Relationship.

      1. Reference schema: Luma Product Catalog Schema.

      2. Reference identity namespace: LumaProductSKU.

    3. Select Apply.

      The schema should look like this:

      SKU relationship

  14. Enable for Profile.

  15. Select Save to save the schema.

Create additional schemas create-additional-schemas

Create the following additional schemas:

Display name
Luma CRM Schema
Luma Web Events Schema
Luma Test Profiles schema
Luma Offline Purchase Events Schema
Class
XDM Individual Profile
XDM Experience Event
XDM Individual Profile
[IUICONTROL XDM ExperienceEvent]
Add existing field group
Luma Identity Profile Field Group
Demographic Details
Personal Contact Details
Orchestration eventID
Consumer Experience Event
AEP Web SDK ExperienceEvent
Luma Identity Profile Field Group
Demographic Details
Personal Contact Details
Profile test details
Luma Identity Profile Field Group
Commerce Details
Relationship
productListItems.SKU:
Reference schema Luma Product Catalog Schema
Reference identity namespace lumaProductSKU
productListItems.SKU:
Reference schema Luma Product Catalog Schema
Reference identity namespace lumaProductSKU
Primary Identity namespace)
systemIdentifier.crmId
systemIdentifier.crmId
systemIdentifier.LoyaltyId
Enable for profile
yes
yes
yes
yes

Next steps

Now that you have created the data structure, you can create data sets and ingest sample data.

recommendation-more-help
c3181caa-d839-4df9-a0c5-4c241b7e7976