Adobe AEM with DTM and Analytics

Configure Your Adobe AEM Site for DTM and Analytics

The following instructions provide guidance on configuring Adobe Experience Manager (AEM) with Dynamic Tag Management (DTM) and Adobe Analytics. Although your AEM site may differ from the example site used below, you can use these steps as a guide for setting up your own configuration.

These instructions include the following sections:

Configure AEM with DTM
Add an Alert to DTM
Configure AEM + DTM with Analytics

Configure AEM with DTM

To configure AEM with DTM:

From your Adobe DTM Account Dashboard, click on your company name.
On the company dashboard, click the Add Property button.
On the Create Property form, specify a Name and a URL and click Create Property.
On the company dashboard, use the filter field to search for the property you created in the previous step.
Select the property from the search results.
In AEM, click Tools > Operations > Cloud > Cloud Services.
Under Dynamic Tag Management, click Configure Now.
On the Create Configuration box, specify a Title and click the Create button.
On the Dynamic Tag Management Settings box that appears in DTM Settings, provide the following information:
- API Token
- Company
- Property
1. To retrieve the API token:
  1. Return to the DTM Dashboard and click the Profile icon and then click DTM Account.
  2. On the DTM Edit Account screen, scroll to the bottom to find and copy the API Token.
  3. After pasting the token into the Dynamic Tag Management Settings box, click the Connect to DTM button to test it.
    
    You should receive a message indicating that the connection is successful.
2. To specify the Company, select it from the drop-down in the field.
3. To specify the Property, select it from the drop-down in the field. If you have many properties, you may need to scroll to find it.
Near the bottom of the Dynamic Tag Settings box, deselect the Include Production Code on Author option.
Click the Staging Settings tab and deselect the Use self hosting option.
Click the Production Settings tab and deselect the Use self hosting option.
Click OK.
Click the Sites button in AEM.
Click the View Properties pop up option on the on the site you are configuring for DTM. In these instructions, we will configure the Geometrixx Outdoors site.
Click Cloud Services and then click Edit.
Click the Add Configuration drop down and select your DTM configuration.
Verify that the new configuration reference for Dynamic Tag Management appears.
Click Done in the upper right corner.
Open a new tab in your browser and go to the local host for your AEM site.
Click Sources on the developer tools for your site and verify the DTM file information.

Add an Alert to your DTM Property

To add an alert:

On the AEM Dashboard, click the Web Properties tab and specify your DTM configuration in the Filter By field.
Select your DTM configuration from the filter results and click the Rules tab. Click Page Load Rules on the left pane and then click the Create New Rule button.
For the new rule, specify the Name of your alert, the Conditions for the Trigger area and the Criteria. You can also add criteria for the rule by clicking the Add Criteria button and selecting the applicable browser.
On the Non-Sequential tab under Javascript/Third Party Tags, click the Add New Script button.
On the New Javascript form, specify a Tag Name and add the Javascript code you want to associate with the tag. Click Save Code.
Click Save Rule at the bottom of the new rule form.
Click the Approvals tab.
Click the Approve button at the bottom of the Approvals page.
Refresh your web site page and verify that your alert appears.

Configure AEM + DTM with Analytics

To configure AEM + DTM with Analytics:

Verify that you (or the assigned user) have administrative privileges and web services credentials for the web services group. To do this:
1. On the Reports page in Analytics, click Admin and then User Management. If you do not see the Admin tab, then you do not currently have administrative privileges.
2. On the Users tab, click Edit in the row for your user name.
3. Verify the details in the Access section.
Configure a new report to associate with your DTM. To do this:
1. On the Admin tab of the Analytics home screen, click the Report Suites option.
2. On the Reports Suites Manager page, click Create New and select Report Suite. Configure the new report suite so that it is accessible in Adobe Analytics and contains sufficient conversion variables (evars).
For more information on configuring new Report Suites, see the Adobe Reports Suite Manager help.
In AEM, create a new tool for Adobe Analytics. To do this:
1. On the Overview tab in AEM, click the Add a Tool button.
2. On the Add a Tool form, specify the following:
  - For Tool Type: Adobe Analytics
  - A Tool Name
  - For Configuration Method: Automatic
  - For Authenticate via: Web Services
  - For Web Services Username: The username shown in the Web Service Credentials box of the administrative access section you verified in a previous step
  - For Shared Secret: The secret shown in the Web Service Credentials box of the administrative access section you verified in a previous step
3. Click the Create Tool button.
Specify the Staging and Production Report Suites and click Save Changes at the bottom of the page.
Click the Approvals tab and approve the changes.
On your site, open the developer tools, click the Network tab then select the Preserve log option and then refresh the page. You should find that Analytics calls are successful by reviewing the response code and the log details.
Perform various tasks and web behaviors on your site to generate Analytics data.
Click the Reports tab in Analytics and select a metric related to the behaviors you performed on your site.
Make sure your report name is specified and then view the analytics data that is captured in the report. You should see it correspond with the web behavior you performed on your site.