May 22, 2014

IBM Digital Analytics Multisite Guide


 Note
Before using this information and the product it supports, read the information in “Notices” on page 29.

IBM Digital Marketing and Analytics is the new generation of IBM Coremetrics® products. See this table for details
on new product naming.

Previous Product Name New Product Name

IBM Coremetrics AdTarget IBM AdTarget
IBM Coremetrics Benchmark IBM Digital Analytics Benchmark
IBM Coremetrics Enterprise Analytics IBM Digital Analytics Multisite
IBM Coremetrics Explore IBM Digital Analytics Explore
IBM Coremetrics Import IBM Digital Analytics Import
IBM Coremetrics Export IBM Digital Analytics Export
IBM Coremetrics Intelligent Offer IBM Digital Recommendations
IBM Coremetrics Lifecycle IBM Digital Analytics Lifecycle
IBM Coremetrics LIVEmail IBM LIVEmail
IBM Coremetrics Monitor IBM Digital Analytics Monitor
IBM Coremetrics Search Marketing IBM Search Marketing
IBM Coremetrics Social Analytics IBM Digital Analytics for Social Media
IBM Coremetrics Tag Manager IBM Digital Data Exchange
IBM Coremetrics Web Analytics IBM Digital Analytics

The documentation distributed with the IBM Digital Analytics products is confidential and proprietary to IBM and
as such is subject to the provisions of any confidentiality agreement executed between the parties. Regardless of the
specific provisions of any such confidentiality agreement, the parties hereby agree to treat the referenced
documentation as the confidential information of IBM and further agree not to distribute such documentation to
any third party or to copy such documentation except as expressly permitted in any license agreement between the
parties pertaining to such products.
Licensed Materials - Property of IBM
© Copyright IBM Corporation 2000, 2013.
US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract
with IBM Corp.
Contents
Chapter 1. IBM Digital Analytics Multisite Custom rollup reports . . . . . . . . . . . 17
overview . . . . . . . . . . . . . . 1 Creating a custom rollup report . . . . . . 17
IBM Digital Analytics Multisite terminology . . . . 1
Site structure in IBM Digital Analytics Multisite . . 2 Chapter 5. Sharing data and comparing
IBM Digital Analytics Multisite compatibility with results across sites . . . . . . . . . 19
other IBM Digital Analytics products . . . . . . 3 Copying report views, dashboards, and workbooks
System requirements. . . . . . . . . . . . 4 to other client IDs . . . . . . . . . . . . 19
Copying alerts to other client IDs . . . . . . . 19
Chapter 2. Creating and configuring Copying annotations to other client IDs . . . . . 20
sites . . . . . . . . . . . . . . . . 5 Comparing results across sites in a single report . . 20
Creating sites . . . . . . . . . . . . . . 5
Creating a custom site calendar . . . . . . . 6 Appendix A. Historical data from an
Configuring custom fiscal periods . . . . . . 8 IBM Digital Analytics database in IBM
Validating site IDs . . . . . . . . . . . . 9 Digital Analytics Multisite. . . . . . . 23
Adding site IDs to sites . . . . . . . . . . 9 Differences in historical data after migrating to IBM
Deleting malformed site IDs . . . . . . . . 9 Digital Analytics Multisite . . . . . . . . . 24
Recovering deleted site IDs . . . . . . . . 10
Managing site attributes . . . . . . . . . . 10
Appendix B. Additional Contact
Information . . . . . . . . . . . . . 25
Chapter 3. Managing user accounts . . 13
Creating user accounts . . . . . . . . . . 13
Appendix C. Support. . . . . . . . . 27
Chapter 4. Site rollup reports . . . . . 15
Toggling between Summed and Deduplicated views Notices . . . . . . . . . . . . . . 29
of rollup reports . . . . . . . . . . . . . 15 Trademarks . . . . . . . . . . . . . . 30
All Sites report . . . . . . . . . . . . . 16 Privacy Policy Considerations . . . . . . . . 31
Accessing detailed site data from the All Sites
report . . . . . . . . . . . . . . . 16

© Copyright IBM Corp. 2000, 2013 iii

iv IBM Digital Analytics Multisite Guide
Chapter 1. IBM Digital Analytics Multisite overview
IBM® Digital Analytics Multisite is an add-on to the IBM Digital Analytics bundle
that offers additional capabilities for working with multiple websites.

For example, an organization with separate websites for multiple brands can set up
a separate client ID for each site. Combined activity on all the sites can be
analyzed using a global client ID.

IBM Digital Analytics Multisite provides the following key benefits:

v Access to a full set of bundled applications at both the global and individual site
levels.
v Unique (deduplicated) metric values for visitor and session tracking across all of
your sites.
v Custom rollup reports based on groupings of child sites. You can create
groupings of sites based on attributes such as region, brand, or platform.
v Currency conversion and time zone flexibility for geographically dispersed sites.
v Assessment of cross-site performance.
v Copying of saved report views, dashboards, workbooks, and more across all
your sites.
v Self-provisioning feature for launching new sites. You can manage the
configuration of each of your sites, including time zones, custom calendar
settings, currency, and more.

Historical data from existing IBM Digital Analytics environments can be migrated
to Digital Analytics Multisite. For more information, see Appendix A, “Historical
data from an IBM Digital Analytics database in IBM Digital Analytics Multisite,”
on page 23.

This guide includes information about the additional features of IBM Digital
Analytics Multisite. For information about other features, see the IBM Digital
AnalyticsUser's Guide and the IBM Digital Analytics Administrator's Guide.

Implementing tagging in IBM Digital Analytics Multisite

IBM Digital Analytics Multisite shares many of the tagging requirements of IBM
Digital Analytics, and includes some additional requirements. For details about
implementing tagging in Digital Analytics Multisite, see the IBM Digital Analytics
Implementation Guide.

IBM Digital Analytics Multisite terminology

IBM Digital Analytics Multisite uses terminology that is not used in IBM Digital
Analytics.

The following terms are used in IBM Digital Analytics Multisite to describe the
structure of a multisite environment:
Global ID
The global ID is the parent level of the Digital Analytics Multisite reporting
instance. You must pass the global ID value in all tags across your sites.

© IBM 2000, 2013 1

 Site
A site is associated with one or more site IDs. Use IBM Digital Analytics
Admin to assign site IDs to sites.
You can associate multiple site IDs with a single site. This structure is
useful, for example, if you want to segment on a promotional microsite
without dedicating a full site to the microsite.
Site alias
A site alias is the unique name that you give to a site when you create it in
IBM Digital Analytics Admin. The site alias is used throughout Digital
Analytics Multisite to identify the site.
Site ID
A site ID is a unique value that you define and send in each tag to identify
a website, or part of a website. The site ID can be any meaningful string,
such as "Japan-Tablet-Site". You must associate a site ID with a site before
reporting can be enabled. A site ID can be further used for segmentation in
the reporting interface.

Site structure in IBM Digital Analytics Multisite

An instance of IBM Digital Analytics Multisite consists of one global ID and any
number of child sites, identified by site aliases. A site can be anything that you
want to track and administer separately.

For example, you can partition data by brands, by country, by platform (for
example, phone, tablet, or desktop), or by many other attributes. A site can also be
defined on a more granular level (for example, Brand A - US tablet-optimized).

You can choose the level of granularity that makes sense for your reporting needs
and organizational workflow. Increased granularity offers reporting flexibility, but
also increases the effort that is needed to administer and manage the sites. The
global ID and all child sites have a full set of IBM Digital Analytics reports, and
each site has its own instances of each application in the IBM Digital Analytics
bundle.

Digital Analytics Multisite provides two ways to aggregate site data: rollup reports
and segmentation.
Rollup reports
For reporting top-line metrics, rollup reports provide a flexible way to
report on all your sites according to a number of dimensions (for example,
by brand, geography, platform, or language). Rollup reports offer true
deduplication of visitors and sessions that can span multiple sites. You can
create custom rollup reports and define hierarchies for drilling into your
data across dimensions.
Segmentation
For dimensional-level reports such as Marketing Programs, Page
Categories, and Products, you can use segmentation to group visitors
based on which sites they are visiting. You can build segments that are
based on site-specific criteria. Segmentation also provides deduplication of
sessions. For more information about using report segments, see the IBM
Digital Analytics User's Guide.

2 IBM Digital Analytics Multisite Guide

 Example site structure

In the following example, sites are partitioned by platform for two brands. The site
groupings are based on brands, but groupings could also be based on other
dimensions.

Figure 1. Example site structure in IBM Digital Analytics Multisite

IBM Digital Analytics Multisite compatibility with other IBM Digital

Analytics products
IBM Digital Analytics Multisite is compatible with several other IBM Digital
Analytics applications, either at the global level, site level, or both.
IBM Digital Analytics Explore
An instance of Digital Analytics Explore is automatically provisioned for
each site and the global ID. Digital Analytics Explore report credits are
allocated at the global level and shared among all sites in the instance.
Adding a new site does not alter the total number of report credits
available. You can allocate report credits to new sites using IBM Digital
Analytics Admin.
IBM Digital Analytics Monitor
An instance of Monitor is automatically provisioned for each site and the
global ID.
IBM Digital Analytics Benchmark
An instance of Benchmark can be provisioned at either the global ID or the
site level, but not both. Provisioning at both levels would result in double
counting of data in the Benchmark index.
IBM Digital Analytics Import and IBM Digital Analytics Export
An instance of Import and Export is automatically provisioned for each site
and the global ID.
IBM Digital Data Exchange
Digital Data Exchange can manage tags across pages in any site. However,
to do so, Digital Data Exchange must be managed at the global ID level.
IBM Digital Analytics Digital Data Feed
Digital Data Feed can be enabled at both the site and global ID levels. You

Chapter 1. IBM Digital Analytics Multisite overview 3

 can add site ID and site alias fields to Digital Data Feed to minimize the
number of feeds across the organization. For example, rather than having a
feed for every site, a single feed can be created to pass the site that is
associated with each record in an additional column.
IBM Search Marketing
Search Marketing is compatible with Digital Analytics Multisite at both the
site and global ID levels. In most cases, it is feasible to enable Search
Marketing at either the site level or the global ID level, but not both. This
implementation depends upon how your organization manages search and
how your accounts at search vendors are organized.
IBM Digital Recommendations
Digital Recommendations must be managed at the global ID level, and
therefore access restriction cannot be set for a specific site. However, offers
can be managed on any site. For site-level targeting, zones and
recommendations strategies can be set up at the global ID level to create
recommendations specific to a site.
IBM Marketing Center
Marketing Center is compatible with Digital Analytics Multisite at the
global ID level. When you log in to Marketing Center using your global
ID, you can create campaigns that use site communications, email
communications, and list export communications. You can create site
communications for pages on any site tagged for the global ID and its site
IDs. You cannot log in to Marketing Center using a site client ID to create
site communications. You also cannot grant a user the privilege to create
site communications for one site in the global ID and not another.

System requirements
To run IBM Digital Analytics products, you must run specific versions of software
and browsers and have a minimum required amount of memory.

Maintain the following system requirements:

v Software: Adobe Flash Player, V10 or V11
v Browsers: Microsoft Internet Explorer, V7 through V11. Mozilla Firefox, V12 or
later. Chrome, through V34.
v Memory: 1 GB RAM or more

4 IBM Digital Analytics Multisite Guide

Chapter 2. Creating and configuring sites
Use IBM Digital Analytics Admin to manage sites and site attributes for your
organization. To manage sites, you must be logged in to the Digital Analytics
Multisite global client ID and you must belong to a user group with the Manage
Sites privilege.

A site as defined in Digital Analytics Multisite can be an entire website or part of a

website that you want to analyze separately. Each site is assigned a client ID and
contains the full set of Digital Analytics reports.

Site IDs are assigned to sites. You can add a site ID to an existing site or create a
site and assign the site ID to it.

All of the sites for your organization roll up to a global client ID. The configuration
of the global ID determines the vertical (for example, travel or retail). Global ID
configuration is determined during the initial account setup. You can manage your
other sites from IBM Digital Analytics Admin when you are logged in to the global
client ID.

Site configuration and management includes the following tasks:

v Creating and editing sites
v Assigning site IDs to sites
v Validating site ID values that are passed by page tags
v Stopping the collection of data from sites
v Removing site IDs from stopped sites

The Site Management page in the Admin console lists the number of enabled sites
in your organization and the number of remaining sites that can be enabled. The
maximum number of site IDs assigned to sites is determined by your
organization's license.

Creating sites
Use IBM Digital Analytics Admin to create and manage a site. A site is
automatically enabled when you create it.

Before you begin

To create sites, you must be logged in to Digital Analytics Multisite using the
global client ID.

About this task

Note: After you create a site, you can change the site alias, list of referrers, and site
IDs associated with the site. You cannot change the site currency, time zone, or site
calendar after you create a site.

Procedure
1. Click Admin in the application header.
2. Click Manage Sites in the side navigation pane.

© Copyright IBM Corp. 2000, 2013 5

 3. Click Create new site.
4. In the Site Alias field, enter the name that you want to display throughout the
IBM Digital Analytics interface to identify this site.
5. Select the default currency that you want to use in reports for this site.
When the site is enabled, you cannot change the currency.
6. Select the time zone that you want to use in reports for this site. Select
Common to see a shorter list of the most popular time zones. Select Full List
to see the complete list of time zones.
When the site is enabled, you cannot change the time zone.
7. Specify whether you want to use the calendar of the global client ID, or define
a custom calendar.
For information about creating a custom calendar, see “Creating a custom site
calendar.”
8. In the Referrers area, specify the domains that belong to the site. Enter a
domain in the text box and click Add.
After you add a domain, you can edit or delete it by clicking the appropriate
icon next to the domain in the list.

Note: These domains do not count as referrers for traffic on the site.
9. Specify the site IDs that you want to associate with this site. Select an ID from
the list and click Add.
If the list is empty, there are no unassigned IDs. You can add site IDs later as
they become available.
10. Click Save.

Creating a custom site calendar

A site can use the fiscal calendar of the global client ID, or it can use a custom
calendar. You can define a custom calendar for each site in Digital Analytics
Multisite.

Before you begin

You create a custom site calendar during the procedure for creating a site. For
information, see “Creating sites” on page 5.

Procedure
1. In the Site Calendar section of the Site Alias Creation window, select Custom
and click Edit.
2. Select one of the following monthly options.

Option Description
Standard Creates a standard fiscal calendar. Each
month begins on the first day of the month
(for example, January 1, February 1) and
ends on the last day of the month.

6 IBM Digital Analytics Multisite Guide

Option Description
4-4-5 Creates a 4-4-5 accounting calendar with
13-week quarters. The first two months in a
quarter are composed of four weeks and the
last month in the quarter is composed of
five weeks. This option ensures that each
month has the same number of days each
year.

With a 4-4-5 calendar, the first week must be

a complete seven days; therefore, the year
must start on the start day of the week.
4-5-4 Creates a 4-5-4 accounting calendar with
13-week quarters. The first and third months
in a quarter are composed of four weeks
and the second month in the quarter is
composed of five weeks. This option ensures
that each month has the same number of
days each year.

With a 4-5-4 calendar, the first week must be

a complete seven days; therefore, the year
must start on the start day of the week.
Custom Gives you full control of the reporting
calendar. Use this option if you have
complex reporting requirements that the
other monthly options cannot satisfy.

3. For the weekly option, select the day of the week that begins each week.
If you choose the 4-4-5 or 4-5-4 monthly option, the start day of the week is
also the beginning of each quarter.
4. Set the following options for the current year:

Option Description
Started Specify the starting date of the current fiscal
year. Select any day in the past 365 days, or
366 days for a leap year. You cannot select a
date in the future.
Fiscal year Specify the fiscal year. Choose from one of
the two years that span the beginning of the
"Started" date year plus 365 days, or 366
days for a leap year. For example, if July 1,
2011 is selected as the beginning of the
current fiscal year, you can choose 2011 or
2012 as the fiscal year.

5. Click Continue.
If you choose the Custom monthly option on the Calendar Options window,
you must configure the fiscal periods. For information, see “Configuring
custom fiscal periods” on page 8.
6. Review your fiscal calendar settings.
The Review Fiscal Calendar window shows all four quarters and each week as
you configured them. If a week spans two months, it is shown in both months.
If a month spans two quarters, it is shown in both quarters.

Chapter 2. Creating and configuring sites 7

 7. If you need to make changes, click Edit to return to the Configure Fiscal
Periods window.
8. When you are finished, click Save on the Review Fiscal Calendar window.

Configuring custom fiscal periods

If you have complex reporting requirements that the standard, 4-4-5, and 4-5-4
options cannot satisfy, you can customize the fiscal periods for your site calendar.

About this task

You can configure custom fiscal periods for a site when you are creating the
custom site calendar. For information about creating a custom site calendar, see
“Creating a custom site calendar” on page 6.

By default, each quarter of a fiscal calendar consists of three one-month periods.

The first period begins on the start date defined on the Calendar Options window.

You can resize the quarters, change the length of periods by changing their end
dates, and add or delete periods.

The following limitations apply to customizing fiscal periods:

v A calendar must contain at least four periods.
v A quarter must contain at least one period.
v You cannot change the period names.

Note: You cannot change the start date of the calendar on the Configure Fiscal
Periods window. If you need to change the start date, click Back to return to the
Calendar Options window and change your settings.

Procedure
1. When you are creating a custom site calendar, select Custom in the Calendar
Options window.
2. Click Save & Continue.
3. Use the Configure Fiscal Periods window to configure the fiscal periods in any
of the following ways:

Option Description
To resize the quarters Use the slider icons between the quarters to
add or remove periods from a quarter.
To change the end date of a period Click the calendar icon next to the period
end date and select a date using the
calendar. The start date of the following
period changes automatically.
To delete a period Click the delete icon in the row for the
period you want to delete. The dates from
the deleted period are added to the
preceding period. If you delete a month
from a 12-month calendar, the period names
change from months to Period 1, Period 2,
and so on.

8 IBM Digital Analytics Multisite Guide

 Option Description
To add a period Select a period and click Add Period Below
Selected to add a period below the selected
period. A new two-day period is added,
consisting of the last two days of the
preceding period. If you add a period to a
12-month calendar, the period names change
from months to Period 1, Period 2, and so
on. You can change the duration of the new
period by changing the end date.

4. When you are finished configuring the calendar, click Continue.

5. To finish the custom calendar configuration, see “Creating a custom site
calendar” on page 6.

Validating site IDs

When a tag passes a new site ID value, the new value appears in the New Site IDs
list. This list is a holding area for site IDs that have been passed but are not being
tracked yet.

For each site ID listed, you can take one of the following actions:
v Validate the site ID by adding it to a site so that Digital Analytics can track it.
v Delete the ID.

Adding site IDs to sites

You can validate a site ID by adding it to a site during site creation.

Before you begin

To add site IDs to sites, you must be logged in to IBM Digital Analytics Multisite
using the global client ID.

Procedure
1. Click Admin in the application header.
2. Click Manage Sites in the side navigation pane.
3. In the New Site IDs area, select the check box for the site ID.
The Site Alias list is enabled.
4. Select the site to which you want to add this site ID.
5. When you are finished adding site IDs to sites, click Save.

Note: Clicking Reset clears the Site Alias column and any selected check
boxes.

Deleting malformed site IDs

Use IBM Digital Analytics Admin to delete site IDs that have misspellings or other
errors. Deleting malformed IDs ensures that they are not used to create unwanted
sites.

Before you begin

To work with site IDs, you must log in to IBM Digital Analytics Multisite using the
global client ID.
Chapter 2. Creating and configuring sites 9
 Procedure
1. Click Admin in the application header.
2. Click Manage Sites in the side navigation pane.
3. Find the malformed ID in the New Site IDs list and click the corresponding
Delete icon.
4. Click Delete when prompted.

Recovering deleted site IDs

You can recover site IDs that have been deleted. Recovered site IDs display in the
New Site IDs list.

Before you begin

To work with site IDs, you must log in to IBM Digital Analytics Multisite using the
global client ID.

Procedure
1. Click Admin in the application header.
2. Click Manage Sites in the side navigation pane.
3. Click Recover deleted site IDs.
4. Select the check box next to the ID you want to restore.
5. When you have selected all the IDs you want to restore, click Recover.

Managing site attributes

Use IBM Digital Analytics Admin to manage the site attributes that are used to
create rollup reports.

Before you begin

To manage site attributes, you must be logged into IBM Digital Analytics using the
global client ID, and you must belong to a user group with the Manage Sites
privilege.

About this task

Site attribute management includes the following tasks:

v Creating site attributes
v Renaming site attributes
v Deleting site attributes
v Specifying the site-specific value for each site attribute

Procedure
1. Click Admin in the application header.
2. Click Site Attributes in the side navigation pane.
3. Use the following options to manage site attributes:

Option Description
Create a site attribute Click Create New Attribute.
Enter or edit values for site attributes Find the site whose attribute values you
want to specify and click Edit.

10 IBM Digital Analytics Multisite Guide

Option Description
Delete a site attribute Find the attribute you want to delete and
click the Delete Attribute icon.
Edit the name of an attribute Find the attribute you want to rename and
click the Edit Attribute icon.
View the history of changes to site Click View Change Log. In the Change Log
attributes window, the Attribute changes section lists
changes to the list of site attributes for your
organization. The Site changes section lists
changes to the attribute values for each site.

Chapter 2. Creating and configuring sites 11

12 IBM Digital Analytics Multisite Guide
Chapter 3. Managing user accounts
Use IBM Digital Analytics Admin to configure and manage all of the user accounts
for your organization. For each user, administrators specify which client IDs the
user can access and which user group the user belongs to in that client ID. The
user group determines which privileges the user has.

Before you begin

To manage user accounts, you must log in to IBM Digital Analytics using the
global client ID.

About this task

Users who have access to the global client ID also have access to all of the site
client IDs. These users are members of the same user group as in the global client
ID.

The console provides two views of user account information:

Manage Users - By User
The Manage Users - By User page lists one entry for each user, including
users who have access to multiple client IDs.
Manage Users - Full List
The Manage Users - Full List view displays a separate entry for each client
ID for which a user has access. Use this view to quickly find all users that
are associated with a particular client ID, find a list of all administrators, or
perform other similar searches.

Procedure
1. Click Admin in the application header.
2. Click Manage Users - By User or Manage Users - Full List in the side
navigation pane.
3. Use the following procedures to manage user accounts:

Option Description
Sort the columns in ascending or Click the column headers.
descending order
Delete user accounts Click the check boxes next to the user
accounts you want to delete and click
Delete Users.
Edit user accounts Click the hyperlink in the User Name
column for the user account you want to
edit.
Download all user account information in Click Download.
CSV format

Creating user accounts

Use IBM Digital Analytics Admin to create user accounts.

© Copyright IBM Corp. 2000, 2013 13

 Before you begin

To create user accounts, you must log in to Digital Analytics Multisite using the
global client ID, and you must belong to a user group with the Manage Users
privilege.

About this task

Procedure
1. Click Admin in the application header.
2. Click Manage Users - By User.
3. Click New User.
4. Enter the user name, email address, user name, and password.
You can grant login access to all current and future sites, or limit access to
selected sites.
5. To grant login access to all current and future sites:
a. Select Global Access.
The list of client IDs is disabled.
b. Select a user group from the list.
6. To grant login access to selected sites:
a. Select Selected Sites.
b. Select client IDs from the list on the bottom of the form. To select all client
IDs, click the check box in the header.
If the list is long, use the Search box at the top of the table to find specific
client IDs.
c. For each selected client ID, select a user group.
d. To select a user group for an individual client ID, select the group from the
User Group list next to the client ID.
e. To apply a single user group for all selected client IDs, select the group
from the Apply to all selected list, then click Apply.
If the selected user group is not associated with one of the selected client
IDs, IBM Digital Analytics displays an error and the client ID is cleared. You
must then select the client ID and apply a user group manually using the
User Group list.
7. Click Save.

14 IBM Digital Analytics Multisite Guide

Chapter 4. Site rollup reports
You can access two types of site rollup reports on the global ID level of IBM
Digital Analytics Multisite.
All Sites report
The All Sites report is a standard report that rolls up top-level metrics for
each of your sites.
Custom site rollups
Custom site rollups provide the ability to group your site data according to
site attributes that you define.

Toggling between Summed and Deduplicated views of rollup reports

When viewing rollup reports, you can choose between two different methods for
reporting cross-site visitor and session activity: Summed and Deduplicated.

About this task

The Summed view displays by default when you access a site rollup report. The
Summed view adds visitor and session metrics from each of the sites. It makes no
attempt to deduplicate visitors or sessions that span multiple sites. Conversely, the
Deduplicated view deduplicates sessions or visitors that span multiple sites so that
the totals are not inflated by cross-site sessions or visitors.

For example, if a visitor session spans two websites within your enterprise, the
Summed view calculates this visitor activity as two visitors and two sessions. In
the Deduplicated view, the same visitor activity is calculated as one visitor and one
session.

The benefit of the Summed view is that it can report on historical data at any time,
and it reflects any changes in site attribute values retroactively. The Deduplicated
view can report on data going forward only. That is, it can capture only new
deduplicated data beginning at the time the report is created.

The following table summarizes the differences between the Summed and
Deduplicated views of site rollup report data.
Table 1. Comparison of Summed and Deduplicated views of site rollup reports
Summed Deduplicated
Cross-site Visitors and sessions are calculated Visitors and sessions are
activity by summing the totals of each site. deduplicated for any cross-site
activity.
Time zones Conforms to the time zones of the Conforms to the time zone of the
site client IDs. Daily totals are global client ID.
based on the time zones configured
for each site.

© Copyright IBM Corp. 2000, 2013 15

 Table 1. Comparison of Summed and Deduplicated views of site rollup reports (continued)
Summed Deduplicated
Calendars Uses the calendars of the site client Uses the calendar of the global
IDs. client ID.

If there are differences between the

global calendar and the site
calendars, data for the weekly,
monthly, and yearly periods are
calculated based on daily totals.
Segments Not supported. The Segment Supported. The Segment selector is
selector is set to All Visitors and enabled.
disabled.
Site attribute Changes are applied to all report Changes are applied only to report
changes dates retroactively. dates moving forward from the
date of the change.

Procedure
1. Open a rollup report from the side navigation menu (Reports > Site Rollups).
2. To toggle between Summed and Deduplicated views of the report data, select
Summed or Deduplicated in the Cross-site calculation box at the upper right
of the report table.

All Sites report

The All Sites report is a standard report that rolls up data from each of your sites.
Use it to view and monitor key top-level metrics for all of your sites in one report.

The All Sites report can help you to monitor and compare performance across your
sites. You can also apply report segments to better understand how specific types
of visitors are using your websites.

The top row of the All Sites report shows the totals for the global client ID.
Subsequent rows show how each site contributes to those totals.

You can choose between two different methods for reporting cross-site visitor and
session activity in All Sites reports: Summed and Deduplicated. For more
information, see “Toggling between Summed and Deduplicated views of rollup
reports” on page 15.

The All Sites report does not count toward your maximum number of rollup
reports.

Note: Rollup reports use the time zone and currency specified for the global client
ID, even if some of the site client IDs use different time zones or currencies. If the
site client ID uses a different time zone than the global client ID, the data shown
for the site in a rollup report may not match the data shown in the site client ID
reports for the same time period.

Accessing detailed site data from the All Sites report

The All Sites report includes zooms for viewing detailed information about
individual sites. All Sites reports have six available zooms for each site: Marketing
Channels, Marketing Programs, Top Pages, Top Products, Events, and Countries.

16 IBM Digital Analytics Multisite Guide

 Procedure
1. Click Reports > Site Rollups > All Sites Report in the side navigation pane.
2. Click the down arrow next to a site alias and select the report you want to
view from the list.
3. Click OK to confirm that you want to switch to the selected site to view the
report.
4. You can return to the All Sites report by selecting the global client ID from the
site selection list in the navigation header.

Custom rollup reports

You can create custom rollup reports to analyze groupings of site data according to
attributes. You define the attributes you want to use and assign values to your sites
for each attribute.

For example, you can create a rollup report with the hierarchy Geography > Brand
to see total values for a geographic region across your sites. Then, expand any
region to see how each brand contributed to the total. You can also create a Brand
> Geography rollup to see the total values for each brand across client IDs. Then,
expand a brand to see how each region contributed to the brand total.

You can choose between two different methods for reporting cross-site visitor and
session activity in rollup reports: Summed and Deduplicated. For more
information, see “Toggling between Summed and Deduplicated views of rollup
reports” on page 15.

You define the attributes available for rollup reporting on the Site Attributes page
in IBM Digital Analytics Admin.

The maximum number of site rollup reports you can create is determined by the
license for your organization. The default maximum is five.

You can manage rollup reports only from the global client ID, and you must
belong to a user group that has the appropriate permissions.

Note: Rollup reports are processed only at the global ID level; therefore, you
cannot broadcast them to sites.

Creating a custom rollup report

Create a site rollup report to group site data by attributes.

Procedure
1. In the side navigation pane, click Manage > Report Options > Site Rollups.
2. Click New Report.
3. In the Report Name field, enter a name for the report.
4. Define the hierarchy for this report by dragging attributes from the Available
Attributes list to the levels in the Selected Attributes list.
You can remove an attribute from the hierarchy by clicking the Delete icon.
Deleting an attribute from the hierarchy returns it to the Available Attributes
list.
5. Click Save.

Chapter 4. Site rollup reports 17

18 IBM Digital Analytics Multisite Guide
Chapter 5. Sharing data and comparing results across sites
With IBM Digital Analytics Multisite, you can copy report views, dashboards,
workbooks, alerts, and annotations to other client IDs in both Digital Analytics and
Digital Analytics Explore.

For many report types, you can also compare report data across sites in a single
report without having to toggle between sites.

Copying report views, dashboards, and workbooks to other client IDs

You can copy saved report views, dashboards, and workbooks that you own to
other client IDs. For each client ID, you can choose to keep the report view,
dashboard, or workbook private or share it with some or all of the user groups.

About this task

When you copy a dashboard or workbook, any reports that are not valid in the
new client ID are removed from the report view in that client ID. For example,
rollup reports are available in the global client ID only. If you copy a dashboard or
workbook with rollup reports, those reports are removed from the copy in the site
client IDs. If the dashboard or workbook contains bookmarked Digital Analytics
Explore reports, those reports are removed from the copies in all other client IDs.

If you change a report view, dashboard, or workbook after you copy it to other
client IDs, you must copy it again for the changes to appear in the other client IDs.
The copies must have the same name in order to be updated. As a best practice,
avoid renaming the original items or the copies.

Procedure
1. Open the report view, dashboard, or workbook that you want to copy to other
client IDs.

2. Click the Broadcast icon ( ).

3. Click the check box next to one or more client IDs, or click the check box in the
header to select all client IDs.
4. Click Publish.

What to do next

For more information about report views, dashboards, and workbooks, see the IBM
Digital Analytics User's Guide.

Copying alerts to other client IDs

You can copy an alert from one client ID to other client IDs in your organization.

© Copyright IBM Corp. 2000, 2013 19

 About this task

Procedure
1. Click Manage > Distribution > Alerts in the side navigation pane.
2. Click the check box next to the alerts you want to copy.
3. Click Broadcast Alert.
4. Click the check box next to one or more client IDs, or click the check box in the
header to select all client IDs.
5. Click Publish.

What to do next

For more information about alerts, see the IBM Digital Analytics User's Guide.

Copying annotations to other client IDs

You can copy an annotation from one client ID to other client IDs in your
organization.

About this task

Procedure
1. Click Manage > Report Options > Date Annotations in the side navigation
pane.
2. Click the check box next to the date annotations you want to copy.
3. Click Broadcast Annotation.
4. Click the check box next to one or more client IDs, or click the check box in the
header to select all client IDs.
5. Click Publish.

What to do next

For more information about annotations, see the IBM Digital Analytics User's Guide.

Comparing results across sites in a single report

You can compare results for products, pages, marketing campaigns, or other data
across sites in a single report without having to toggle between sites. For example,
you can view data by site in the Marketing Channels report to see how much
traffic is being driven to each site by the channels you are tracking.

You must be logged in to Digital Analytics at the global ID level to access this
feature.

You can view data by site at the global ID level for both hierarchical and flat-list
versions of the following reports:
v Browsers
v Events
v Marketing Channels
v Marketing Programs
v Mobile Browsers
v Mobile Devices

20 IBM Digital Analytics Multisite Guide

v Mobile Operating Systems
v Operating Systems
v Page Categories
v Product Categories

To view data by site for any of these reports, select Summed in the Cross-site
calculation box at the upper right of the report table. In hierarchy reports (for
example, Marketing Programs By Vendor), the Site Name is the first node in the
hierarchy. In flat-list reports (for example, Marketing Programs > Full List), the Site
Name is displayed as the first column. The results are the sum of all metric values
across all sites. In contrast, the Deduplicated view of these reports returns only
unique metric values.

The Summed view is generated from daily reports. Because there can be
differences between the fiscal calendars of different sites in an organization, Digital
Analytics Multisite uses only daily report data to generate the Summed view.

For sites that use a currency that is different from the currency defined at the
global ID level of your organization, Digital Analytics converts the currency of the
site using a table that reflects daily historical conversion rates.

For more information about working with reports, see the IBM Digital Analytics
User's Guide.

Chapter 5. Sharing data and comparing results across sites 21

22 IBM Digital Analytics Multisite Guide
Appendix A. Historical data from an IBM Digital Analytics
database in IBM Digital Analytics Multisite
Historical data from existing IBM Digital Analytics environments is populated in
Digital Analytics Multisite at either the global ID level, site level, or both,
depending upon the migration scenario used.

Data is migrated using one of three migration scenarios:

v Existing multiple client IDs migrated at the child site level
v Existing single client ID migrated at the global ID level
v Existing double-tagged implementation migrated at both the global ID and child
site levels

Note: Migrated custom report views are available on the site level in Digital
Analytics Multisite, but data from these reports is not summed or deduplicated on
the global level. Clickstream report and TruePath Funnel data is not migrated. If
you want these reports in the Digital Analytics Multisite environment, you must
re-create them.
Multiple client IDs migrated to child sites
In this scenario, full reporting data is migrated to the child sites.

Figure 2. Multiple client IDs migrated to child sites

Along with Top Line Metrics, historical data is also populated at the global
ID level for the following subset of key reports by summing values from
the underlying site-level reports:
v Marketing Channels (same session only)
v Marketing Programs (vendor level only, same session only)
v Referring Sites (same session only)
v Natural Search (same session only)
v Product Categories - Full List (no Product - By Category view)
v Session Purchase Funnel
v Top Pages

Note: Only same-session data is migrated for the Marketing Channels,

Marketing Programs, Referring Sites, and Natural Search reports.
Because the data for the historical periods would not have shared the same
cookie data, deduplication of visitors and sessions is not possible for these

© IBM 2000, 2013 23

 reports over the historical period. For future data, however, Digital
Analytics will deduplicate visitors and sessions.
Single client ID migrated to the global ID
In this scenario, IBM Digital Analytics the historical data is populated at
the global ID level rather than the child site level.

Figure 3. Single client ID migrated to the global ID

Full reporting for the child sites begins as soon as the sites are provisioned
in Digital Analytics Multisite. This scenario is appropriate for organizations
with only one historical client ID that want to track future performance
with finer granularity. For example, historical data for mobile and desktop
applications may have been contained in one client ID, but in the future,
they could be separated into two different sites.
Double-tagged implementation migrated to both the global ID and client IDs
For organizations that have implemented double tagging, full reporting
data can be migrated at both the child site level as well as at the global
level.

Figure 4. Double-tagged implementation migrated to the global ID and child sites

Differences in historical data after migrating to IBM Digital Analytics

Multisite
After migrating data from Digital Analytics to Digital Analytics Multisite, some
differences in historical data may occur between the two environments.

Differences may occur because the two environments process data differently in
some cases. Depending upon your data and the type of tagging you have
implemented, you may not see differences. If you have questions about migrated
report data, contact your customer support representative.

24 IBM Digital Analytics Multisite Guide

Appendix B. Additional Contact Information
If you need additional assistance, contact IBM using one of the following methods:
v Customer support: cm_support@us.ibm.com
v Product feedback: cm_feedback@us.ibm.com

Note: Product feedback is recommendations for product improvement; do not use

the feedback address to obtain additional assistance.

USA
IBM IBM
1001 E Hillsdale Boulevard Client Support
Foster City, CA 94402 cm_support@us.ibm.com
Toll Free: 1.866.493.2673 Support Center
e-mail: cm_support@us.ibm.com https://support.coremetrics.com
IBM IBM
Austin Dallas
11501 Burnet Road 750 W John Carpenter Freeway
Building 905, Floor 2 Irving, TX 75039
Austin, TX 78758-3400 Toll Free: 1.866.493.2673
Toll Free: 1.866.493.2673
Europe
IBM IBM
Europe Ltd. GmbH
Lotus Park Beim Strohhause 17
The Causeway D-20097 Hamburg
Staines Germany
Middlesex Tel: 0800 664 8899
TW18 3AG E-mail: cm_deutschland@us.ibm.com
U.K.
Tel: 0808 234 4736
E-mail: cm_europe@us.ibm.com
IBM
France
17 Avenue de l'Europe
92275 Bois Colombes Cedex
France
Tel: 0800 91 4912
E-mail: cm_france@us.ibm.com
Asia Pacific
IBM IBM
Hong Kong Limited Australia and New Zealand
Silvercord Tower 2 60 Southgate Ave
Room 907 Southgate VIC 3006
30, Canton Road AUSTRALIA
Tsim Sha Tsui (Aus) 1800 69 CORE
Kowloon (NZ) 0800 69 CORE
Hong Kong SAR, China E-mail: cm_asiapac@us.ibm.com
Tel: +852 8201 0823
Fax: +852 8201 0832
E-mail: cm_asiapac@us.ibm.com

© IBM 2000, 2013 25

 IBM welcomes your comments

You may send your comments to the following address.

IBM Bay Area Lab
1001 E Hillsdale Boulevard
Foster City, California 94404
USA

You can send us comments electronically by using one of the following methods:
Toll free
1+866-493-2673
Support Center:
https://support.coremetrics.com
Internet e-mail:
cm_support@us.ibm.com
World Wide Web:
www.ibm.com/marketing-solutions/

If you would like a reply, be sure to include your name, address, telephone
number, or FAX number. Make sure to include the following information in your
comment or note:
v Title of this document
v Page number or topic related to your comment
When you send information to IBM, you grant IBM a nonexclusive right to use or
distribute the information in any way it believes appropriate without incurring any
obligation to you.

26 IBM Digital Analytics Multisite Guide

Appendix C. Support
Support Center

The IBM Digital Analytics Support site can be found at https://

support.coremetrics.com or by clicking the Support link in the application menu
bar.

The Support Center Site contains the following:

v A searchable knowledge base to answer questions and provide instant access to
essential documents such as implementation guides, metrics glossaries, user
guides, release notes, and more.
v Educational tools such as web-based trainings and archived webinars.
v Marketing information including case studies, white papers, and upcoming
events such as the Client Summit.
v Notifications from Support.
v Issue tracking from the creation of a ticket through its resolution, which
provides complete insight into the status of your inquiries.
v Feedback so that you can offer suggestions for improving the support site. (Send
feedback about the IBM Digital Analytics applications to
cm_feedback@us.ibm.com).
v Chat so that you can reach one of our Best Practices representatives right away.

© IBM 2000, 2013 27

28 IBM Digital Analytics Multisite Guide
Notices
This information was developed for products and services offered in the U.S.A.

IBM may not offer the products, services, or features discussed in this document in
other countries. Consult your local IBM representative for information on the
products and services currently available in your area. Any reference to an IBM
product, program, or service is not intended to state or imply that only that IBM
product, program, or service may be used. Any functionally equivalent product,
program, or service that does not infringe any IBM intellectual property right may
be used instead. However, it is the user's responsibility to evaluate and verify the
operation of any non-IBM product, program, or service.

IBM may have patents or pending patent applications covering subject matter
described in this document. The furnishing of this document does not grant you
any license to these patents. You can send license inquiries, in writing, to:

IBM Director of Licensing

IBM Corporation
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For license inquiries regarding double-byte (DBCS) information, contact the IBM
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and/or changes in the product(s) and/or the program(s) described in this
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Any references in this information to non-IBM Web sites are provided for
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product and use of those Web sites is at your own risk.

© Copyright IBM Corp. 2000, 2013 29

 IBM may use or distribute any of the information you supply in any way it
believes appropriate without incurring any obligation to you.

Licensees of this program who wish to have information about it for the purpose
of enabling: (i) the exchange of information between independently created
programs and other programs (including this one) and (ii) the mutual use of the
information which has been exchanged, should contact:

IBM Bay Area Lab

1001 E Hillsdale Boulevard
Foster City, California 94404
U.S.A.

Such information may be available, subject to appropriate terms and conditions,

including in some cases, payment of a fee.

The licensed program described in this document and all licensed material
available for it are provided by IBM under terms of the IBM Customer Agreement,
IBM International Program License Agreement or any equivalent agreement
between us.

Any performance data contained herein was determined in a controlled

environment. Therefore, the results obtained in other operating environments may
vary significantly. Some measurements may have been made on development-level
systems and there is no guarantee that these measurements will be the same on
generally available systems. Furthermore, some measurements may have been
estimated through extrapolation. Actual results may vary. Users of this document
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Information concerning non-IBM products was obtained from the suppliers of

those products, their published announcements or other publicly available sources.
IBM has not tested those products and cannot confirm the accuracy of
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Questions on the capabilities of non-IBM products should be addressed to the
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All statements regarding IBM's future direction or intent are subject to change or
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This information contains examples of data and reports used in daily business
operations. To illustrate them as completely as possible, the examples include the
names of individuals, companies, brands, and products. All of these names are
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IBM, the IBM logo, and ibm.com® are trademarks or registered trademarks of
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Other product and service names might be trademarks of IBM or other companies.
A current list of IBM trademarks is available on the Web at “Copyright and
trademark information” at www.ibm.com/legal/copytrade.shtml.

30 IBM Digital Analytics Multisite Guide

Privacy Policy Considerations
IBM Software products, including software as a service solutions, ("Software
Offerings") may use cookies or other technologies to collect product usage
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Depending upon the configurations deployed, this Software Offering may use
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personal information for purposes of session management, enhanced user usability,
or other usage tracking or functional purposes. These cookies can be disabled, but
disabling them will also eliminate the functionality they enable.

Various jurisdictions regulate the collection of personal information through

cookies and similar technologies. If the configurations deployed for this Software
Offering provide you as customer the ability to collect personal information from
end users via cookies and other technologies, you should seek your own legal
advice about any laws applicable to such data collection, including any
requirements for providing notice and consent where appropriate.

IBM requires that Clients (1) provide a clear and conspicuous link to Customer's
website terms of use (e.g. privacy policy) which includes a link to IBM's and
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beacons are being placed on the visitor's computer by IBM on the Client's behalf
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required by law, obtain consent from website visitors prior to the placement of
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For more information about the use of various technologies, including cookies, for
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privacy/details/us/en section entitled "Cookies, Web Beacons and Other
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Notices 31
32 IBM Digital Analytics Multisite Guide



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