Active Agent: Setup guide

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This guide explains how to collect data from Active Agent.

Introduction

For a list of the fields that you can collect from Active Agent, see ActiveAgent.

Creating a datastream to collect data from Active Agent

The basics of creating a datastream to collect data from any data source are explained in our guide to Collecting data in Adverity. This guide contains information about the specific steps to create a datastream to fetch data from Active Agent.

Authorization: Allow Adverity to access Active Agent

If you choose Access using your credentials or Access using someone else’s credentials, in Set up or edit Networks, you or the person granting access must choose one of the following options:
- Choose Grant access to all items, including those created in the future to give Adverity Networks to access all existing items and all items created in the future.
- Choose Select specific items to which you want to grant access to only give Adverity Networks to access the selected items. Adverity will not automatically have access to items created in the future. You will need to grant Adverity access to any items created in the future.
Warning
If you use your credentials to grant Adverity access to Active Agent, all the items available to you using your credentials will be visible in the Authorizations page to all Adverity users with permission to edit this authorization.
If someone else uses their credentials to grant Adverity access to Active Agent, the same applies to the items available using their credentials.
This is important to consider if you do not want all Adverity users with permission to edit the authorization to be able to see the details of the authorization items. For more information about user permissions, see Managing user permissions.

Configuration: Choose the data you want to collect from Active Agent

To choose what data to collect and customize the Active Agent datastream configuration, follow these steps:

(Optional) Rename your datastream.
In Report type, select the type of data to collect from Active Agent. The selected report type determines the additional fields to populate.
In Networks, Banners, Campaigns and Orders, select the networks, banners, campaigns, or orders for which to collect data. If you do not select any items in a drop-down list, Adverity collects data for all items in the drop-down list.
If you selected the Perspective Report report type, in Perspective, select the perspective for which to collect data:
- UNIQUE_IMPRESSIONS
- PROGRAMMATIC_TV
- VIEWABILITY
In Group by, select how the data is aggregated. If you leave this field empty, data is not aggregated.
In Fields, change the list of fields that you want to see in your data extract.

What’s next?

Apply Data Mapping to your collected data to harmonize data collected from different sources in Adverity.
Transform your data to meet your needs by creating and applying transformations to your datastream.
Load your data into a warehouse to continue working with your data in Adverity.
Load your data into an external destination of your choice.