This page is just a shorter version of the Getting Started Guide.
These are the steps you as a Cxense customer can take to get yourself onboarded (up and running). Depending on what products that you have purchased, there are additional steps, but the ones below are common for all the products and also represent the complete list for Cxense Insight.
|
Step # |
Step Description |
Comments or Documentation Link |
|---|---|---|
|
1 |
If a customer account (site group) has not yet been created, request that your onboarder or Cxense Support create one for you and that you are given write access |
Create a Site Group (Client Account) |
|
2 |
Add other users to your account (site group) |
Cxense Insight Setup: Initial Onboarding |
|
3 |
Add site(s) to your account (site group) |
Adding a Site to a Site Group |
|
4 |
Deploy the Cxense Analytic Script on all the site web pages that are to be tracked |
How to Obtain and Deploy the Cxense Insight Script |
|
5 |
Request that your onboarder or Cxense Support whitelist the site(s). This has to be repeated for each new site you add in the future. |
Domain whitelisting is the action of removing capacity restrictions on content crawling and user profile generation. Without whitelisting, your site will be limited to 1K crawled documents and 300K users. |
|
6 |
Inspect and if necessary, improve the quality of the data extracted |
Markup Assisted Data Extraction Examples |
|
7 |
If so desired, request that Cxense Support enables standard and/or custom taxonomy. |
Taxonomy Setup Procedure |