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Omnituresuite14usermanual 100825113144 Phpapp01
Omnituresuite14usermanual 100825113144 Phpapp01
Omnituresuite14usermanual 100825113144 Phpapp01
USER MANUAL
USER MANUAL
OVERVIEW
No one has more experience than Omniture in helping large, complex web sites
answer the tough questions that drive their online success. SiteCatalyst by Omniture
has a time-tested technology that has resulted in an impressive portfolio of marquee
names, such as eBay, AOL Time Warner, Gannett, Microsoft, MediaNews Group,
All rights reserved.
Printed in the United States of America
Published by Omniture®
550 East Timpanogos Circle
Orem, UT 84097
Microsoft, Windows, Word, Excel and MSN are registered trademarks of Microsoft Corporation. Mac OS is a registered
trademark of Apple Computer, Inc. Adobe, Acrobat, Acrobat Reader and the Adobe PDF logo are registered trademarks of
Adobe Systems Incorporated. Sun, Java and JavaScript are trademarks of Sun Microsystems, Inc. Images used in this
manual were taken from a fictitious, online electronics store. Products, names or other items included in these figures, as
well as any other product and company names mentioned in the text herein are the trademarks of their respective owners.
Information in this document is subject to change without notice. Company and product data used in the examples herein
is fictitious unless otherwise noted. No part of the contents of this book may be reproduced or transmitted in any form or by
any means, electronic or mechanical, for any purpose, without the written permission of Omniture®.
Contact Information
[corporate address] Omniture
550 East Timpanogos Circle
Orem, UT 84097
1.801.722.7000
1.801.722.7001
1.877.722.7088 (support, billing and sales)
clientcare@omniture.com
sales@omniture.com
info@omniture.com
http://www.omniture.com
http://my.omniture.com
Browser Compatibility
You need to use the one of the following browsers to access the Omniture Suite:
• Microsoft Internet Explorer 6.0 and later
• Netscape 6.0 and later
• Mozilla 1.0 and later
• Safari 1.2 and later
JavaScript must be enabled in your browser.
13 09072006
Table of Contents
CHAPTER 1 - OMNITURE SUITE OVERVIEW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
ABOUT THE USER MANUAL ........ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
SYSTEM REQUIREMENTS ......... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Browser types . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Additional Installed Applications . . .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
ACCOUNT SUPPORT . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Contact Information . . . . . . . . . .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Service and Billing Information . . . .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
PERSISTENT AREAS OF THE OMNITURE SUITE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
CHAPTER 2 - ACCESSING AND EXPLORING THE USER INTERFACE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
OBTAINING AND USING USER LICENSES ........... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
ACCESSING AND LOGGING IN TO THE OMNITURE SUITE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4
ACCESSING OMNITURE APPLICATIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
EXPLORING THE INTERFACE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Access Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6
Report Suite List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
My Dashboards Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7
Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
Searching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Changing Languages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Omniture Online Business Optimization Platform . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Other Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
CHAPTER 3 - OMNITURE SUITE FUNCTIONS AND TOOLS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
VIEWING DASHBOARDS ........ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
USING THE REPORTING TOOLBAR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
ADMINISTRATION TOOLS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Admin Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Create or Edit Campaigns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Data Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Exclude by IP Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
ASI Slot Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Name Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Using SAINT Classifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
MY ACCOUNT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Account Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Bookmark Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
DashBoard Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Scheduling and Distribution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Alert Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Calendar Events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Target Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Report Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
DATA WAREHOUSE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Accessing Data Warehouse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Using Data Warehouse . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Configuring Data Warehouse Requests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Using the Segment Definition Builder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Previewing Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Scheduling Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
System Requirements
The Omniture Suite is accessed from a Web browser via the internet or a network. While the application functions well with
most operating systems and Web browsers, for best performance, your computer should meet the following requirements.
BROWSER TYPES
The following browsers are recommended for accessing the Omniture Suite:
• Microsoft Internet Explorer 6.0 and later
• Mozilla Firefox 1.0 and later
• Netscape Navigator 6 and later
• Safari
Account Support
Omniture’s support team is here to:
• Help you properly install the SiteCatalyst code.
• Answer specific product questions.
• Ensure that you can utilize the reports to their maximum capacity.
• Help resolve any technical difficulties you may have.
CONTACT INFORMATION
Corporate Address Omniture
550 East Timpanogos Circle
Orem, UT 84097
phone 1.801.722.7000
fax 1.801.722.7001
toll free 1.877.722.7088 (support, billing and sales)
support e-mail clientcare@omniture.com
sales e-mail sales@omniture.com
information e-mail info@omniture.com
corporate URL http://www.omniture.com
log-in URL http://my.omniture.com
ACCESS LINKS
Starting at the top-left of the screen, you see several links that you can use to quickly access several commonly-accessed
location. The following links are available for your use:
• Omniture Suite. - Click this link to return to this home page.
• Your user name - This link gives you instant access to your account information.
The report suite list has several options. You can use the field at the top to search and filter your list. For example, if you
type the letter d in the field, all report suite names that contain the letter d in them display. Strings filter the list further.
You can also click a name from the list. If you click the View complete list link, a scroll bar appears that you can use to
scroll through all available report suites.
MY DASHBOARDS MENU
To the right of the Report Suite list menu, you can see the My Dashboards menu. This menu gives you access to the default
dashboards that the Omniture provides to you, as well as any dashboards that you may have created. You create
dashboards from within the SiteCatalyst Reports. From the Omniture Suite, you can manage your dashboard options.
In addition to dashboards, this menu can hold calculated metrics, saved reports and other objects.
Figure 2.5: Dashboard Menus
MENUS
In addition to the applications that you can access, the Omniture Suite offers several analysis tools, administration tools,
and tools to help you manage your account. Figure 2.6 shows the location of the menus.
Figure 2.6: Omniture Suite Menu
Each of these is described briefly here. Detailed descriptions and procedures occur later in this manual.
Analysis Tools
The SiteCatalyst Analysis Tools menu option gives you access to several download links for several enhancement tools that
you can use in conjunction with your Omniture applications. This menu is accessed from the arrow next to the SiteCatalyst
icon. In addition to the following descriptions, each tool listed here is described in the SiteCatalyst User’s Guide:
• Reporting - This open a link to the page views report.
• ClickMap - The ClickMap feature lets you view information about visitor response to content directly from your Web
site. While you browse your Web site, pop-ups display information about visitors and what they accessed on your Web
site.
• Dashboard Player - This tool lets you push your dashboard content directly to your desktop. The player displays the
dashboard content, one reportlet at a time and can be launched either on a dedicated display, or in a separate window
on the user desktop, or as a Screen Saver.
• DirectAccess - The DirectAccess feature allows you to view bookmarks and dashboards directly from your Windows
Start Menu.
• Excel Client - The Excel Client allows you to build customized data blocks containing SiteCatalyst data that you can
then insert into your Excel worksheets. The data blocks can dynamically reference cells within your worksheet,
providing an incredible level of flexibility and customization.
Administration Tools
This menu item lets you access menu tools to administer and manage your Omniture applications. Some of the more
complex tools, like the Admin Console, have their own documentation, others are described fully later in this manual. Each
of these tool is briefly described here:
• Admin Console - This tool gives you access to all administration features for SiteCatalyst, Discover and other
applications. See the Administration Console User’s Guide for complete information.
• SAINT Classifications - The SiteCatalyst Attribute Importing and Naming Tool (SAINT) lets you bulk-import additional
data attributes, or dimensions, to the data collected about your Web site activity instead of manually entering it with
the SiteCatalyst Attribute Manager. By augmenting the data elements collected by SiteCatalyst with these attributes,
you can access much deeper and more complex reporting capabilities.
• Manage Campaigns - This tool lets you track your advertising campaign to let you see how successful your campaigns
are at driving traffic to your Web site and generating revenue.
• Data Sources - The data sources tool lets you use several methods to upload offline data to the Omniture servers for
use in your Omniture Applications. For example, if a company that uses SiteCatalyst acquires a new company, it can
NOTE: Some of the menu items described here may not be available if you do not subscribe to the Omniture applications
that they access.
My Account Tools
The my account menu option lets you access tools to configure your personal settings and update your account
information. It includes the following tools:
• Account Information - This tool lets you change your name, and other account information. It also lets you change
your password.
• Bookmark Manager - This tool lets you access your bookmarks. Bookmarks can be created for any page on any
Omniture application. You can click the bookmark to go directly to the page in the application. Because you have
signed in to the Omniture Suite, you do not need to log in to each application to access the bookmarked pages.
• Dashboard Manager - You can use this tool to edit your dashboard setup. You can change the reports that display in
your dashboard, or modify the size and location of the reports.
• Distribution - This tool lets you modify schedules for reports that are automatically delivered via Email or FTP to
addresses you select. This tool also has access to the tool that lets you verify digital signatures to ensure the accuracy
of your data.
• Alert Manager - This tool lets you manage the alerts that you have created. Alerts notify you when metrics for your Web
site meet criteria you select.
• Calendar Events Manager - This is a tool that lets you add events to the charts in your Omniture Reports. For example,
if you run an ad campaign, you can put it in the calendar events manager, and when you run reports in SiteCatalyst,
the event displays in your timeline reports.
• Target Manager- SiteCatalyst lets you create and modify targets. A target is a goal you are expecting to reach for your
key performance indicators. For example, you may have a target this month for the number of visitors to hit or exceed
10,000. Your SiteCatalyst reports can show both your targets and your actual numbers so you can see how your site is
performing compared to your expectations. The targets manager lets you create, import, or modify targets.
• Report Settings - You can use this tool to change the way that your reports display in your Omniture applications.
Data Warehouse
The data warehouse is an application you can use to make requests for in-depth correlated data about your Web site. It is
accessed from the arrows to the right of the application menu.
Help Menu
The help menu gives you access to the Omniture Knowledge base, the Omniture Community, the product manuals,
training videos, and tells you about training opportunities at the Omniture University. Figure 2.8 displays the help menu.
Figure 2.8: Help Menu
SEARCHING
In the upper-right corner of the Omniture Suite screen is a search field. When you type a string in the field, the Omniture
Suite automatically searches through all SiteCatalyst reports, tools, and help. For reports and tools the search looks through
the names only. For the help, the search tool searches full text.
For example, if you type the string ‘try’ in the search tool, the Omniture Suite displays all reports and tools that contain that
string in the name, such as the Entry Pages report. It also shows all help pages with the string try anywhere in the text of the
help page.
Figure 2.9 shows an example of the search field.
Figure 2.9: Search Field
CHANGING LANGUAGES
You can display translated versions of the information shown in the Omniture Suite by selecting from the languages field at
the bottom-right of the screen. Supported Languages include:
• English
• Spanish
OTHER INFORMATION
The following additional information is available in the Omniture Suite screen.
• Download Now - From time to time Omniture will provide links to useful articles and informations that you may find
beneficial. You can access these and download them using the Download button at the bottom-left of your screen.
• Recent Reports - This shows a list of reports that you have recently opened in your Omniture Applications.
• Related Reports - This shows a list of reports that can give you additional insight related to the information you have
recently accessed in the application reports.
• Omniture - This lets you access several locations that you can also access from other locations in the interface. They
include:
• Help - The help screen.
• Release Notes - Gives you access to the help screen with the Most recent release notes.
• Admin Home - The Administration Console for SiteCatalyst.
• Contact Support - Information about getting additional support from Omniture.
Viewing Dashboards
You can create dashboards that are available in the Omniture Suite. You can also select from among the pre-configured
dashboards that Omniture has put together for you. The following list describes the pre-configured dashboards.
Marketing Dashboard: This dashboard provides you an overview of key metrics related to your marketing initiatives.
Reports on this Dashboard include:
• Campaign Conversions
• Paid Search Engines
• Natural Search Engines
• Monthly Unique Visitors
• Customer Loyalty
• Top Products
• Most Popular Products
• Revenue
Site Operations Dashboard: This dashboard provides you an overview of key metrics related to your web site operations.
Reports on this Dashboard include:
• Site Summary
• Page Views
• Most Popular Pages
• Visitors by State
• Page Summary
• Most Popular Sections
• Most Popular Servers
• Key Visitors
• Pages Viewed by Key Visitors
• Entry Pages
To access dashboards
1. Click My Dashboards.
Figure 3.1: My Dashboards
NOTE: Opening a dashboard opens the application from which the dashboard reports originate.
TOOL DESCRIPTION
Download - Downloads reports from the SiteCatalyst server in one of
several formats, including PDF, HTML, and formats for
spreadsheets.
Email - Lets you send the report as an email.
Add Bookmark - Lets you save a bookmark for quick access to the
current report. You access your bookmarks from the Omniture Suite.
Add to Dashboard - Lets you add the report to your Omniture Suite
dashboard. You can add reports from multiple applications to the
dashboard to let you view all your most important data at a glance
as soon as you log in to the Omniture Suite. You can also access
your dashboards from SiteCatalyst.
Add Alert - Lets you send an alert via email or to a mobile device
when criteria that you specify are met. If the report shows that a
metric reached a set high or low point, or the values have changed
by a set percentage, SiteCatalyst sends you an alert.
Create Custom Report - Use this tool to save a report’s current
configuration as a new custom report for all users to see. Only
Administrators may use this tool.
Data Extract - Lets you extract data from the report for use in
spreadsheets. You can specify what data you want to extract.
Copy Graph - Lets you copy the report graph as an image file for use
in other applications.
Print - Lets you print your reports.
Administration Tools
The Omniture Suite has several administration tools that you can use. For a brief overview of each of these tools, see
“Administration Tools” on page 8.
Click the following links to access the instructions for using the tools.
• Admin Console - See “Admin Console” on page 16.
ADMIN CONSOLE
The Administration Console lets you manage user accounts, permissions, report suites, and several configuration settings
for SiteCatalyst. A separate manual documents this tool. See the Administration Console User’s Guide for descriptions and
procedures for this tool.
3. Click New Campaign or click a campaign name and click Edit Campaign.
Figure 3.4: Create a New Campaign
7. Select values for the creative elements from the lists. A creative elements are any sort of ad materials such as banners,
graphics, and so forth. Hits on these elements are recorded via a unique key ID in the SAINT table.
NOTE: If you have placed several creative elements in a SAINT data file, you may upload them rather than adding
them individually in this screen. Click Upload, and navigate to the file location.
8. Click the creative elements you want to add to the campaign, and then click Add.
9. Click Next to review your campaign details, then click Finish.
DATA SOURCES
Data sources let you upload offline data for use in your Omniture applications. See the Data Sources Guide for more
information.
EXCLUDE BY IP ADDRESS
This tool lets you remove data that comes from IP addresses that you specify from your reports. This is useful to remove
data that comes from hits to your Web site from within your organization. Additionally, you can remove data that came
from denial of service attacks or other malicious event that could skew your data.
1. In the Omniture Suite tools menu, click Admin > Exclude by IP Address.
Figure 3.6: Exclude by IP Address Screen
2. If you know the IP address you want to exclude, type it into the IP Address Exclusion fields. Your network administrator
can help determine the correct IP addresses.
You can use wildcard indicators (*) to exclude a range of addresses. For example, 0.0.*.0 would exclude all IP
addresses between 0.0.0.0 and 0.0.255.0.
3. Click Exclude.
4. Click Reactivate to end the exclusion.
NOTE: Data Warehouse must be enabled in the source report suite. If Data Warehouse is not enabled, then the ASI
Manager does not display. For more information on enabling Data Warehouse, contact Omniture Live Support.
By using the ASI Manager, you can create an ASI segment request that is automatically sent to Omniture. Omniture takes
raw data from the Data Warehouse and places it into the ASI slot. You can then use SiteCatalyst reports to view the data
5. Type a name for the report suite segment in the Name field.
6. Select a report suite and destination from the Source Report Suite drop-down lists
7. To remove any existing data from the ASI slot, check Purge Data.
8. To copy your report suite settings to match the Data Source report suite settings, check Copy Settings. Click More Info
to read about the results of enabling this setting.
9. Select a segment definition from the list. To add a new definition, click New. You can also edit or delete segments by
clicking the segment definition and then clicking Edit or Delete.
See “Segment Definition Builder” on page 22.
10. Select the date preferences you want for the segment by selecting either Time Slice or Daily Recurring. Then enter a
date in the From and To fields (for Time Slice) or the Start from field (for Daily Recurring). You can also click the
calendar button next to any of these fields and select the dates from the calendar pop-up.
To use the calendar tool, click the arrows to scroll through the months, then click on a day to select it.
OPERATOR DESCRIPTION
equals The selected item must exactly equal the value you enter.
is greater than The value of selected item must be greater than the value you
enter.
is less than The value of the selected item must be less than value you
enter.
is greater than or equal to The selected item must equal or be greater than the value you
enter.
is less than or equal to The selected item must equal or be less than the value you
enter.
contains The item must contain the value you enter.
contains all of The selected item must contain all of the values you enter.
contains at least one of The item must contain at least one of the values you enter.
8. Enter a value for the filter parameter in the Value field. You can also click Select Item to select from a list of values.
9. Click Add.
In the example given in the opening paragraph of this section, to create a segment identifying visitors who purchased
$300, you would add “Visitor” to the canvas, click the Define Visitor link, select “Total Revenue” from the Item field,
select “is greater than or equal” from the Operator list, enter “300” in the Value field, click Add, and then click OK.
You would then click Save Segment to save the segment you just defined.
10. Repeat steps 7-10 for each filter parameter you want to enter.
11. You can edit or delete parameter rows by clicking Edit or Delete next to the row you want to modify.
12. Click OK when you are done.
13. To exclude components, click the Exclude tab and repeat all of the preceding steps.
14. Click the Expand/Collapse button at the top-right of the element you added to show or hide element contents.
15. Remove elements by clicking the Close (X) button in the top-right of the element frame, or by clicking the top-left of
the element and dragging it to the Remove Item section of the left side of the page. You can also click Clear Canvas
above the canvas to remove all segment elements and start over.
NAME PAGES
You can rename all pages of your Web site using the name pages tool. When you do this, the SiteCatalyst database that
stores all your data will change the names of your Web pages. Then, when you access your reports, you see the page name
you select rather than the name that shows in the heading of the HTML browser when a user accesses the Web page. If
you have created and use a good naming convention for your Web pages, then you should not need to rename your Web
pages in SiteCatalyst.
If you do rename your Web pages, it affects all users and you cannot retroactively change them back. Additionally,
changing names of Web pages is not retroactive on data already in SiteCatalyst.
1. In the Omniture Suite tools menu, click Admin > Name Pages.
Figure 3.10: Name Pages Tool
2. In the Page field that corresponds with the Web page you want to change, type the new name for the page.
NOTE: The Name Page tool shows up to 50 Web pages at a time. Click Next to see additional Web pages.
NOTE: There are two options for downloading data sets. The browser option limits your download to data from a single
report suite. The FTP option lets you download data from multiple report suites.
In the spreadsheet, the first column, labeled Key, is the set of campaign keys downloaded from the Omniture computers.
The second column, labeled Owner, is the column you create. After you upload your .tab file to the Omniture computers,
NOTE: The file that you download it a .tab file. This is the file extension that you need to use to import data into
SiteCatalyst. This format will open correctly in most spreadsheet applications. It is a tab delimited file.
NOTE: If you data set is large, it may take several minutes to download.
3. Select and filter data as you would for a browser import, with the following differences:
• Click and move or remove multiple report suites into the Selected Report Suites list using the arrows.
• Under FTP Information, type your FTP account information in the associated field, including Host, Port, Path,
Username, and Password. This is information about the FTP server where you want Omniture to place your data.
• Complete the Notification Email field to specify the e-mail address where you want to receive a notification when the
FTP transfer is complete.
4. Click Export.
NOTE: If you are only adding to your SAINT classifications, selecting this option is not recommended. If you are
updating existing SAINT classifications, check this setting to ensure they are all updated.
7. If you would like the SAINT file to be exported to the same FTP location once the import is complete, select the After
import is complete option.
8. Type the e-mail address you wish to use for notifications in the field in the Notification Recipient section.
NOTE: Additional information and instructions for using SAINT can be found in the SiteCatalyst Attribute Importing &
Naming Tool: Campaign Tracking with SAINT white paper, available from the Omniture Web site.
1. Select the data set you want classified from the first list.
2. Select the report suite with data you want to classify from the Select Report Suite list.
3. Select an option button in the Select Number of Rows section.
All returns all campaign information up to 50,000 rows.
Limit Data limits the amount of data exported to the first x rows that you determine (up to 50,000). If you need more
than 50,000 rows, use the FTP export option.
4. Select a data filter to apply to the export. You can choose no filter, rows that meet specific criteria (you must select an
item from the Download rows list, and then type a value), or rows with empty classification columns. See the note that
follows for more information about filters.
5. Wild cards such as * and ? are acceptable for query text. For unassigned codes, this should download anything that
does not have a classification for any of the columns. Use * to match 0 or more characters, and ? to match exactly 1
character.
6. Select a date filter to apply to the export. You can choose no filter, only active campaigns (current during today’s date),
or a specific time period during which campaigns were active.
To do an FTP export:
2. Select the Data set to be classified from the first drop-down list.
3. Add one or more report suite from which you want the data classified by selecting them from the Available Report Suite
list and clicking Add Suite. You can export as many report suites as you want.
4. Select an option button in the Select Number of Rows section.
All returns all campaign information.
My Account
From the My Account menu option, You can access the following pages:
• Account Information
See “Account Information” on page 34.
• Bookmark Manager
See “Bookmark Manager” on page 35.
• Dashboard Manager
See “DashBoard Manager” on page 36.
• Distribution Manager
See “Scheduling and Distribution” on page 37.
• Alerts Manager
See “Alert Manager” on page 39.
• Calendar Events
See “Calendar Events” on page 40.
• Target Manager
See “Target Manager” on page 43.
• Report Settings
See “Report Settings” on page 47.
The Account Information lets you modify your personal information such as name, title, and password. The Bookmark
Manager lets you edit, delete, and organize your bookmarks, while the Report Settings page lets you configure the look and
feel of your reports.
ACCOUNT INFORMATION
All users have access to their account information settings. This is the area where you can set and change your personal
user information. You can set the following:
• Name
• Title
• Email address
• Phone number
• Password
This is the location where you can set your password. For security reasons, you should change your password the first time
that you log in, and every few months from then on.
The required fields are your first name, your last name, and your email address. The Omniture Suite uses this information
for several of its search features and to send reports and other alerts to you via email. For example, if you schedule a task,
and it fails for any reason, the application uses this email address to notify you of the problem.
NOTE: When you change your information settings, changes propagate to all Omniture applications that you can access.
For example changing you email address in the Omniture Suite will also change your email address in Discover,
SearchCenter, and so forth.
2. Type the appropriate information in the fields. Fields labeled with asterisks are required.
3. Click Save Changes.
BOOKMARK MANAGER
In the Omniture Applications, you can set bookmarks for reports you want to quickly access. You can manage your
bookmarks from the Omniture Suite. The bookmark manager lets you edit, delete, and organize your bookmarks and
folders from a central location. You can also configure bookmarks to be made available to your direct access application.
The bookmark manager displays a hierarchical tree with folders expanding to display bookmarks.
NOTE: Folders display in the persistent area of the Omniture Suite below the applications menu.
4. To move a bookmark to a different folder, check a bookmark you want to move, then from the Move to Folder menu,
select the folder to which you want to move the bookmark.
5. To make a bookmark available to the direct access application, check the box in the Direct Access column.
6. To make a bookmark public, click the box in the Make Public column.
7. Under Public Bookmarks, you can configure the following options:
• DirectAccess: Makes a bookmark available to the Direct Access application
• CopyMe: Makes a copy of the bookmarks and places it in a default folder in the Bookmarks column.
• On Menu: Places the bookmarked report on the SiteCatalyst menu on the landing page.
• Info/Edit: Edits the bookmark name.
• Make Private: Makes a public bookmark private.
8. To configure the location of your folders and bookmarks, click the up or down arrows in the Move column to move the
item up or down.
DASHBOARD MANAGER
Omniture applications have incorporated dashboards to put all the reports you access most often into one interface so you
can see all of your mission-critical data at a glance. Dashboards contain reportlets that show your data. You create the
2. To configure the location of your dashboards in the manager list, click the up or down arrows to move the item up or
down.
3. Click the sorting arrow at the top of the dashboard list to sort then ascending or descending alphabetically.
4. Click a dashboard name link to open the dashboard.
5. Click the icon in the Direct Access column (if present) to disable access to the direct access application.
See the SiteCatalyst Users Guide for more information about Direct Access.
6. Click the icon in the Shared column (if present) to disable shared access to the dashboard.
7. To specify scheduling times and dates, click the Schedule icon.
In the Advanced Delivery Options box that appears, you can specify how often you want to receive the report and the
fixed start and end dates, and when to start processing the report. You can also configure the file format options and
destination. See Emailing a Report in the SiteCatalyst User’s Guide for more information.
8. Click the pencil icon to change the name of a dashboard.
9. Click the red ‘X’ icon to delete a dashboard.
10. In the Unshared dashboards list, Click The ‘X’ icon to unshare a dashboard.
11. Click the icon in the Direct Access column to disable use in the Direct Access application.
12. Click check the box in the Copy Me column to copy a shared dashboard to your personal dashboards.
13. Check the box in the On Menu column to display the shared dashboard in your bookmarks menu.
NOTE: The schedule manager shows the items that a specific user has created. If the user account is disabled in the
application all scheduled deliveries stop.
To manage schedules
NOTE: The Schedule column displays deliver times for recurring report deliveries. The format column displays the
format of the delivered file (HTMP, XML, PDF, and so forth).
ALERT MANAGER
In the Omniture applications, you can set an alert to email you if a metric in your report reaches a specified level. The alert
manager lets you access, enable, modify, or delete your alerts.
a. Fill in the fields as you did when you created the alert. See the Site Catalyst User’s Guide.
b. Click Save.
3. Check or uncheck the box in the Enabled column to enable or disable the alert.
4. Click the red ‘X’ icon to delete the alert, and then click OK.
CALENDAR EVENTS
The Calendar Events Manager is a tool that you can use to add data to your SiteCatalyst reports to show when certain
events occur. You can use this tool to graphically display events and see whether campaigns or other events have affected
your site traffic, revenue or any other metric. For example, in Figure 3.25, you can see a colored line above the timeline
area of the report. This line shows the time when the company ran an ad campaign. In the report, the user can see the time
the event occurs, and can determine whether the event affected the statistics. Assuming this is a revenue report, the user
can see how the event affects revenue over the course of the event.
When creating a calendar event, you can change the color of the line and the shape of the icons on the ends of the line. In
the graph in the report, you can mouse over the icons to see the details about the calendar event.
The process of setting up a calendar event is a simple process that involves naming the event, setting the dates, adding
notes, and setting an icon.
4. In the Calendar Events list, ensure that you check the Enabled check box to turn the event on in the reports.
5. Check the Share check box to allow others to see the event in their reports. If you do not share the event, you are the
only person who can see it.
TARGET MANAGER
Targets let you measure your Web site performance against goals that you create for your Web site. For example, you may
want to increase the number of visitors that come from a geographic region, the revenue per order, or the number of hits
that come from a specific referrer. Targets let you track your progress for each goal you create.
When you create targets, you can select which attribute metrics or eVars you want to measure or you can choose to
measure your entire site against your selected metric. For example, you may want to measure the number of unique visitors
to your Web site, and use it as a target. In this case, you should choose the entire Web site. However, if you want to target
the number of unique visitors to your Web site from Chicago, you can specify that eVar rather than look at your entire Web
site.
To create a target
NOTE: Items specify values for the eVars. For example, if you select the eVar ‘countries’ the item list lets you specify
which country. If you select the eVar ‘Products’, the item list lets you specify which product. Custom insight variables
are listed in the menu as well. If you have a custom insight variable set up to measure visitor age ranges, then the item
list displays the ranges of the ages, such as 18-24, 25-35, and so forth.
NOTE: The metric menu displays only those metrics that apply to an eVar. For example, if you select products as the
eVar, a metric such as page exits does not apply to it. The page exits metric can apply to a Web page eVar, whereas,
for a Web pages, eVar, a metric such as number of units does not apply.
6. Type a date range or select a date range using the calendar tool.
a. If you type a date range, use the mm/dd/yy format.
b. If you use the calendar tool, use the arrows to find a month, and then click the day of the month.
7. Select the granularity from the menu. Options are yearly, quarterly, monthly, weekly, and daily.
NOTE: Depending on your date range specifications, some granularity options do not apply. When typing values for
your metrics, type a value for each granularity setting. For example if your date range is the month of February, and
your granularity selection is weekly, type a value for each week of the month of February. Target reports display for
each granularity setting. To see your target reports, access SiteCatalyst. See the Site Catalyst User’s Manual for more
details about accessing the target reports.
9. Click OK.
To edit targets
3. Edit the target using the same steps you did when creating the target.
4. To delete the target, click the Delete icon.
5. If you want the target report available to all SiteCatalyst uses in your organization, check the Share check box.
Importing Targets
You can import multiple targets simultaneously using a tab separated values file. You can use the functions in the
Omniture Suite to download a template and to upload template files. This keeps you from having to create or edit targets
individually.
To import targets
REPORT SETTINGS
The Display Options dialog box contains a number of options that let you customize the look and function of the
SiteCatalyst reports. Simply select a check box to enable any option (or clear the check box to disable them). See Figure
3.31.
NOTE: When these options are not configured (set to the defaults) no currency conversion takes place, and all values are
stored and displayed in U.S. dollars (USD). To convert the currency when the data is processed (before it is displayed),
please contact your SiteCatalyst account manager.
Data Warehouse
Data Warehouse enables you to request reports to display advanced data relationships from raw data based on your
unique questions. For example, you can use Data Warehouse to report the exit pages for visitors who purchased a certain
item on your site. Unlike most reports, which are displayed in the SiteCatalyst interface, Data Warehouse reports are
emailed, and may take more than 72 hours to process depending on the complexity of the query and the amount of data
requested.
You can enable Data Warehouse either during the SiteCatalyst implementation process or at any point thereafter. If you
are not sure whether you have Data Warehouse enabled or not, refer to your Omniture contract. If Data Warehouse is
enabled, your contract contains a section for Advanced Data Warehouse.
If you do not have this enabled, contact your Omniture Service Representative to implement the Data Warehouse feature.
Omniture enables Data Warehouse for administrator-level users only. The administrator can create a group that has access
to Data Warehouse, and then associate non-administrator level users to that group. Those users then have access to Data
Warehouse. Groups are administered from the SiteCatalyst Administration Console. For more data see the SiteCatalyst
Administration Console User’s Guide.
NOTE: Data Warehouse can be enabled for global and children report suites, but not for roll-up report suites.
NOTE: Data Warehouse in only available in report suites for which it is enabled.
Data Warehouse requests have two additional parts that you must configure. The Segment Definition Builder creates the
segments of the population that you want to see. The Report Previewer lets you look at the metrics that you want to see for
the segment. For example, assuming you want to build a report that lets you see page views for visitors from London and
Paris who do not speak Spanish or German, you configure the visitor segment (visitors from London and Paris who do not
speak Spanish or German) in the Segment Definition Builder, while you configure the metric (page views) in the Report
Previewer. Put more simply, the Segment Definition Builder lets you configure the who and the Report Previewer lets you
configure the what.
1. From the Down arrows to the right of the Genesis application menu, click Data Warehouse.
Configuring Segments
The Segment Definition Builder has containers and events lists. Containers are used to build segments that relate to traffic
data, while events are generally for conversion data and success events. You can make a container subordinate to an event
or vice-versa.
When you configure a segment, initially, you need to drag a component to the segment canvas. When it is in place,
additional boxes appear that let you add subordinate components and more main-level components. Icons that let you
configure components also appear.
You can click Include or Exclude to show canvases for items that should or should not appear in the reports.
A previous example stated that you need to use the Data Warehouse to get a report showing page views for visitors from
London and Paris, but exclude Spanish and German speakers. In the Segment Definition Builder, you can configure that by
adding a Visitors container to the both the Include and Exclude canvas. In the include canvas you configure visitors from
London and Paris, in the exclude canvas you configure visitor who speak German and Spanish.
To configure segments
1. In the Build Report pane of the Data Warehouse Request Form (Figure 3.33) click Add New.
2. Choose whether this will be an include canvas or an exclude canvas. (You can switch back and forth during the build
process.)
5. Select your logic rule: All or Any. (Any works like the logic or; All works like the logic and.)
6. Select an item from the drop-down list. In this case, GeoSegmentation City has been selected.
7. Select your logical relationship. Table 3.4 describes these.
Table 3.4: Logic Table
OPERATOR DESCRIPTION
equals The selected item must exactly equal the value you enter.
is greater than The value of selected item must be greater than the value you enter.
is less than The value of the selected item must be less than value you enter.
is greater than or equal to The selected item must equal or be greater than the value you enter.
is less than or equal to The selected item must equal or be less than the value you enter.
contains all of The selected item must contain all of the values you enter.
contains at least one of The item must contain at least one of the values you enter.
8. Type a value. Click Select Item to see a searchable list of all valid values.
9. Click Add to add the rule to the list.
NOTE: Even if you only create one rule, you need to click the Add button. If you click OK before clicking Add, the rule
is not applied or saved.
10. When all rules have been created an added, click OK.
11. Do any of the following as needed:
• To remove an object, click the delete icon to the right of the object.
• To start over completely from a fresh canvas, click Clear. Both the include and exclude canvases are cleared.
12. Click Save to add the segment to the list of available segments that you can use when creating reports.
PREVIEWING REPORTS
The Report Preview area lets you select the metrics you want to display in your reports. In the example sited previously, only
a single metric (page views) is added to the previewer. However, you can use this tool to create breakdowns to categorize
your data. To do this, you select items from the breakdown list.
For example, the segment selected in the segment definition builder limited the data to people living in London or Paris
who do not speak Spanish or German. If a Languages Breakdown item is added, and then a page views metric is added,
the report shows page views for the remaining languages not filtered out of the segment. These can include, English,
French, Italian, Japanese, and so forth. If an additional breakdown is added, for instance, Gender, then the report shows
page views for each language and gender. Figure 3.36 shows an example of this.
Figure 3.36: Report Preview
NOTE: Segments differ from breakdowns in that a segment filters data out of a data set, while a breakdown
compartmentalizes data across all valid values for the breakdown. You need to use segments to remove a gender from the
data set, while you need to use a breakdown to see data separated by gender.
1. Select the breakdown items you want to see in the correct order by checking the box to add the breakdown.
2. Select the metrics you want to see in the report in order by checking the box for each metric.
3. Uncheck a box to remove a breakdown or metric.
SCHEDULING REPORTS
The last pane in the Data Warehouse request form is the schedule delivery tool. You can use this to automatically receive
Data Warehouse reports at selected intervals, or as a one-time report. If you use the default format, the report arrives in an
email as a .csv file.
Figure 3.37: Standard Scheduler
NOTE: Time of the day are for the time zone attached to the selected report suite.
NOTE: If you want the data to be processed on the same date as the report data, the report will contain only data that
has been put in the SiteCatalyst database at the time the report is sent. Because complete processing for a day may
take up to 24 hours, complete data might not be available at the time the report is sent. For complete data, always set
the processing time for 24 hours after the end of the reporting period.