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The Informz setup includes unpacking a configuration migration pack on Aptify 5.5.2 or higher. Also, you will need to install the Aptify Configuration Migration Tool (CM Tool) to be able to unpack the Informz integration pack. In the last step, you can automate the process of updating the campaign prospect list. This last step is not a required step for the setup but is recommended in order to have less manual work involved in using Aptify Informz Integration. CM Tool setup files and Informz Integration pack can be obtained by contacting Aptify support or by contacting your Informz eMarketing Advisor.

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Installing the Aptify CM Tool

Install the Aptify Configuration Migration (CM) Tool on the server where the Aptify Desktop client as described in Installing the Aptify CM Tool:

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Unpacking the Informz Integration CM Pack

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  1. Copy and paste the InformzPack.cmpack file to the computer where you have installed the Aptify CM Tool. 
  2. In the Windows Desktop, click the CM Tool icon to launch the Aptify CM Tool. 

    Note

    Ensure that the user running the Aptify CM Tool has the permission to create/update entities. A system administrator level user is required for such a task.



  3. In the Configuration Migration Utility screen, select the Open Configuration for Unpacking option and click OK.
  4. In the Pack Path field of the Folder Selection section, enter the path for Informz integration Pack (InformzPack.cmpack) and click the UnPack button.



  5. If the CM Tool displays notifications about the difference in version and some validation failures, ignore these and continue unpacking.
  6. When the Completion Message is displayed, the CM Tool has completed unpacking the Informz Integration Pack.
  7. Click OK to close the completion message. Aptify should now have all of the components required for the Informz integration. 
  8. To verify that all of the components required for Informz Integration are present, see Verifying the Unpacked Items.

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Verifying the Unpacked Items

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  1. Confirm that you have an Application Server configured and functional on your network.
    • You must have one or more Application Servers to use Aptify Scheduled Tasks.
       
  2. Open the Scheduled Tasks service under the Process Pipeline application.
  3. Search for and open the Update Prospect List for Multiple Campaign scheduled task'.
  4. Open the Remote Scheduler service.
    • After saving the record, the Application Server will change the service to Windows Scheduler automatically and set up a Windows Task for this item.
    • If you are running the Aptify Desktop client on the Application Server directly, you can set the service to Windows Scheduler directly.
       
  5. Specify the Application Server that will execute this task.
  6. Specify the Job Account Name and Password for the account that will execute this task on the Application Server.
  7. Select the Is Enabled option.
  8. Modify the Frequency, Dates, and Start Time as needed.
  9. Save the Scheduled Task.


     

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