diff --git a/src/unify/linked-profiles/data-graph.md b/src/unify/data-graph/data-graph.md similarity index 90% rename from src/unify/linked-profiles/data-graph.md rename to src/unify/data-graph/data-graph.md index 5284ef6352..658f0a55e1 100644 --- a/src/unify/linked-profiles/data-graph.md +++ b/src/unify/data-graph/data-graph.md @@ -8,15 +8,12 @@ hidden: true > info "Segment's Data Graph is in public beta" > Data Graph is in public beta, and Segment is actively working on this feature. Some functionality may change before it becomes generally available. -With Linked Profiles, you can build a Data Graph that defines relationships between any entity data set in the warehouse and the Segment Profiles you send with Profiles Sync. Make this relational data accessible to marketers and business stakeholders to empower them with the data they need to create targeted and personalized customer engagements. +With Linked Audiences, you can build a Data Graph that defines relationships between any entity data set in the warehouse and the Segment Profiles you send with Profiles Sync. Make this relational data accessible to marketers and business stakeholders to empower them with the data they need to create targeted and personalized customer engagements. -Segment's Data Graph powers [Linked Events](/docs/unify/linked-profiles/linked-events/) and [Linked Audiences](/docs/engage/audiences/linked-audiences/). +Segment's Data Graph powers [Linked Events](/docs/unify/data-graph/linked-events/) and [Linked Audiences](/docs/engage/audiences/linked-audiences/). To help you get started with the Data Graph, [view this short setup demo](https://drive.google.com/file/d/1oZNvs0raYaxK6tds3OEF0Ri3NGVCoXys/view?pli=1){:target="_blank"}. -> info "" -> Linked Profiles follows zero-copy principles, and doesn't copy entities to store in Segment. Segment stores and processes all data in the United States. - > warning "" > Don't send any personal health information with the Data Graph. @@ -29,16 +26,16 @@ To use the Data Graph, you'll need the following: - Workspace Owner or Unify Read-only/Admin and Entities Admin permissions. > info "" -> Profiles Sync is not required for Linked Events +> Profiles Sync is not required for Linked Events. ## Step 1: Set up required permissions in your data warehouse To get started, set up the required permissions in your data warehouse using the instructions below: -- [Snowflake](/docs/unify/linked-profiles/setup-guides/snowflake-setup/) and [Databricks](/docs/unify/linked-profiles/setup-guides/databricks-setup/) are supported by both Linked Events and Linked Audiences. -- [Redshift](/docs/unify/linked-profiles/setup-guides/redshift-setup/) and [BigQuery](/docs/unify/linked-profiles/setup-guides/BigQuery-setup/) are currently supported for Linked Events. +- [Snowflake](/docs/unify/data-graph/setup-guides/snowflake-setup/) and [Databricks](/docs/unify/data-graph/setup-guides/databricks-setup/) are supported by both Linked Events and Linked Audiences. +- [Redshift](/docs/unify/data-graph/setup-guides/redshift-setup/) and [BigQuery](/docs/unify/data-graph/setup-guides/BigQuery-setup/) are currently supported for Linked Events. -Linked Profiles uses [Segment's Reverse ETL](/docs/connections/reverse-etl/) infrastructure to pull data from your warehouse. +Linked Audiences uses [Segment's Reverse ETL](/docs/connections/reverse-etl/) infrastructure to pull data from your warehouse. To track what data has been sent to Segment on previous syncs, Segment stores delta/diffs in tables within a single schema called `_segment_reverse_etl` in your data warehouse. You can choose which database/project in your warehouse this data lives in. @@ -100,7 +97,7 @@ An entity is a stateful representation of a business object. The entity correspo | `name` | A unique label that displays throughout your Segment space. | | `table_ref` | Defines the table reference. In order to specify a connection to your table in Snowflake, a fully qualified table reference is required: `[database name].[schema name].[table name]`. | | `primary_key` | The unique identifier for the given table. Should be a column with unique values per row. | -| (Optional) `enrichment_enabled = true` | Indicates if you plan to also reference the entity table for [Linked Events](/docs/unify/linked-profiles/linked-events/). | +| (Optional) `enrichment_enabled = true` | Indicates if you plan to also reference the entity table for [Linked Events](/docs/unify/data-graph/linked-events/). | Example: @@ -348,4 +345,4 @@ Editing the Data Graph may lead to errors with data consumers. If there’s a br ## Next steps -After you've set up your Data Graph, get started with [Linked Events](/docs/unify/linked-profiles/linked-events/) and [Linked Audiences](/docs/engage/audiences/linked-audiences/). +After you've set up your Data Graph, get started with [Linked Events](/docs/unify/data-graph/linked-events/) and [Linked Audiences](/docs/engage/audiences/linked-audiences/). diff --git a/src/unify/data-graph/index.md b/src/unify/data-graph/index.md new file mode 100644 index 0000000000..ce029ea33d --- /dev/null +++ b/src/unify/data-graph/index.md @@ -0,0 +1,25 @@ +--- +title: Linked Audiences with Data Graph Overview +plan: unify +beta: true +hidden: true +--- + +> info "Linked Audiences is in public beta" +> Linked Audiences is in public beta, and Segment is actively working on this feature. Some functionality may change before it becomes generally available. + +> warning "" +> Data Graph currently only supports workspaces in the United States. + +Use a Data Graph to expand your model beyond the profile to the entire universe of business data. [Linked Audiences](/docs/engage/audiences/linked-audiences/) works best with [Data Graph](/docs/unify/data-graph/data-graph/), and [Linked Events](/docs/unify/data-graph/linked-events/). + +Build a [Data Graph](/docs/unify/data-graph/data-graph/) that defines relationships between any data set in the warehouse and the Segment Profiles you send with Profiles Sync. + +You can then enrich your event streams with [Linked Events](/docs/unify/data-graph/linked-events/) and build advanced audiences and segmentation off of any data set you've mapped to the Data Graph with [Linked Audiences](/docs/engage/audiences/linked-audiences/). + +Using Data Graph, you only need to define the relationships between data sets once to make data accessible to marketers and business stakeholders to build targeted and personalized customer engagements. + +To get started with Data Graph, connect your data warehouse: + +- [Snowflake](/docs/unify/data-graph/setup-guides/snowflake-setup/) and [Databricks](/docs/unify/data-graph/setup-guides/databricks-setup/) are supported by both Linked Events and Linked Audiences. +> - [Redshift](/docs/unify/data-graph/setup-guides/redshift-setup/) and [BigQuery](/docs/unify/data-graph/setup-guides/BigQuery-setup/) are currently supported for Linked Events. diff --git a/src/unify/linked-profiles/linked-events.md b/src/unify/data-graph/linked-events.md similarity index 100% rename from src/unify/linked-profiles/linked-events.md rename to src/unify/data-graph/linked-events.md diff --git a/src/unify/linked-profiles/setup-guides/BigQuery-setup.md b/src/unify/data-graph/setup-guides/BigQuery-setup.md similarity index 92% rename from src/unify/linked-profiles/setup-guides/BigQuery-setup.md rename to src/unify/data-graph/setup-guides/BigQuery-setup.md index 69900da775..c68e7c5635 100644 --- a/src/unify/linked-profiles/setup-guides/BigQuery-setup.md +++ b/src/unify/data-graph/setup-guides/BigQuery-setup.md @@ -5,8 +5,8 @@ plan: unify hidden: true --- -> info "Linked Events is in private beta" -> Linked Events is in private beta, and Segment is actively working on this feature. Some functionality may change before it becomes generally available. +> info "Linked Audiences is in public beta" +> Linked Audiences (with Data Graph, Linked Events) is in public beta, and Segment is actively working on this feature. Some functionality may change before it becomes generally available. > info "" > At this time, you can only use BigQuery with Linked Events. @@ -53,6 +53,3 @@ These can be scoped to projects or [datasets](https://cloud.google.com/bigquery/ > info "" > To create Linked Events on your listed tables, Segment needs `bigquery.tables.get` and `bigquery.tables.getData` at dataset level. However, you can still scope `bigquery.tables.get` and `bigquery.tables.getData` to specific tables. See BigQuery's [docs](https://cloud.google.com/bigquery/docs/control-access-to-resources-iam#grant_access_to_a_table_or_view){:target="_blank"} for more info. - - - diff --git a/src/unify/linked-profiles/setup-guides/databricks-setup.md b/src/unify/data-graph/setup-guides/databricks-setup.md similarity index 95% rename from src/unify/linked-profiles/setup-guides/databricks-setup.md rename to src/unify/data-graph/setup-guides/databricks-setup.md index 7e631bc079..9efcc099d2 100644 --- a/src/unify/linked-profiles/setup-guides/databricks-setup.md +++ b/src/unify/data-graph/setup-guides/databricks-setup.md @@ -5,8 +5,8 @@ plan: unify hidden: true --- -> info "Linked Profiles is in public beta" -> Linked Profiles (Data Graph, Linked Events, and Linked Audiences) is in public beta, and Segment is actively working on this feature. Some functionality may change before it becomes generally available. +> info "Linked Audiences is in public beta" +> Linked Audiences (with Data Graph, Linked Events) is in public beta, and Segment is actively working on this feature. Some functionality may change before it becomes generally available. On this page, you'll learn how to connect your Databricks data warehouse to the Segment Data Graph. @@ -136,7 +136,7 @@ Segment requires the following settings to connect to your Databricks warehouse. - **Service principal client ID**: The client ID used to access to your Databricks warehouse - **OAuth secret**: The OAuth secret used to connect to your Databricks warehouse -After identifying the following settings, continue setting up the Data Graph by following the instructions in [Connect your warehouse to the Data Graph](/docs/unify/linked-profiles/data-graph/#step-2-connect-your-warehouse-to-the-data-graph). +After identifying the following settings, continue setting up the Data Graph by following the instructions in [Connect your warehouse to the Data Graph](/docs/unify/data-graph/data-graph/#step-2-connect-your-warehouse-to-the-data-graph). ## Additional set up for warehouse permissions @@ -147,4 +147,4 @@ If Segment Reverse ETL has ever run in the catalog you are configuring as the Se ```sql GRANT ALL PRIVILEGES ON SCHEMA ${segment_internal_catalog}.__segment_reverse_etl TO `${client_id}`; -``` \ No newline at end of file +``` diff --git a/src/unify/linked-profiles/setup-guides/redshift-setup.md b/src/unify/data-graph/setup-guides/redshift-setup.md similarity index 91% rename from src/unify/linked-profiles/setup-guides/redshift-setup.md rename to src/unify/data-graph/setup-guides/redshift-setup.md index 7737038f95..2a4f9b4fda 100644 --- a/src/unify/linked-profiles/setup-guides/redshift-setup.md +++ b/src/unify/data-graph/setup-guides/redshift-setup.md @@ -5,8 +5,8 @@ plan: unify hidden: true --- -> info "Linked Events is in private beta" -> Linked Events is in private beta, and Segment is actively working on this feature. Some functionality may change before it becomes generally available. +> info "Linked Audiences is in public beta" +> Linked Audiences (with Data Graph, Linked Events) is in public beta, and Segment is actively working on this feature. Some functionality may change before it becomes generally available. > info "" > At this time, you can only use Redshift with Linked Events. diff --git a/src/unify/linked-profiles/setup-guides/snowflake-setup.md b/src/unify/data-graph/setup-guides/snowflake-setup.md similarity index 87% rename from src/unify/linked-profiles/setup-guides/snowflake-setup.md rename to src/unify/data-graph/setup-guides/snowflake-setup.md index 62bc0b9f11..482be9faf6 100644 --- a/src/unify/linked-profiles/setup-guides/snowflake-setup.md +++ b/src/unify/data-graph/setup-guides/snowflake-setup.md @@ -5,15 +5,15 @@ beta: true hidden: true --- -> info "Linked Profiles is in public beta" -> Linked Profiles (Data Graph, Linked Events, and Linked Audiences) is in public beta, and Segment is actively working on this feature. Some functionality may change before it becomes generally available. +> info "Linked Audiences is in public beta" +> Linked Audiences (with Data Graph, Linked Events) is in public beta, and Segment is actively working on this feature. Some functionality may change before it becomes generally available. On this page, you'll learn how to connect your Snowflake data warehouse to Segment. -Log in to Snowflake with admin privileges to provide Segment Linked Profiles with the necessary permissions below. +Log in to Snowflake with admin privileges to provide Segment Data Graph with the necessary permissions below. > info "" -> Both Linked Events and Linked Profiles support Snowflake. +> Both Linked Events and Data Graph support Snowflake. ## Required connection settings within Segment @@ -29,15 +29,15 @@ Segment requires the following settings to connect to your Snowflake warehouse. ## Set up Snowflake credentials -Segment recommends setting up a new Snowflake user and only giving this user permissions to access the required databases and schemas for Segment Linked Profiles. +Segment recommends setting up a new Snowflake user and only giving this user permissions to access the required databases and schemas. ### Create Segment user and internal database Use the following steps to set up your Snowflake credentials: -- Create a new role and user for Segment Linked Profiles. +- Create a new role and user for Segment Data Graph. - Grant the Segment user access to the warehouse of your choice. If you'd like to create a new warehouse, uncomment the SQL below. -- Create a new database for Segment Linked Profiles. Segment only requires write access to this one database to create a schema for internal bookkeeping, and to store checkpoint tables for the queries that are executed. Segment recommends creating an empty database for this purpose using the script below. This is also the database you'll be required to specify for the "Database Name" when connecting Snowflake with the Segment app. +- Create a new database for Segment Data Graph. Segment only requires write access to this one database to create a schema for internal bookkeeping, and to store checkpoint tables for the queries that are executed. Segment recommends creating an empty database for this purpose using the script below. This is also the database you'll be required to specify for the "Database Name" when connecting Snowflake with the Segment app. ``` -- ********** SET UP THE FOLLOWING WAREHOUSE PERMISSIONS ********** @@ -63,16 +63,16 @@ SET segment_connection_db = 'SEGMENT_LINKED_PROFILES_DB'; -- Use admin role for setting grants USE ROLE ACCOUNTADMIN; --- Create a role for Segment Linked Profiles +-- Create a role for Segment Data Graph CREATE ROLE IF NOT EXISTS identifier($segment_connection_role) -COMMENT = 'Used for Segment Linked Profiles'; +COMMENT = 'Used for Segment Data Graph'; --- Create a user for Segment Linked Profiles +-- Create a user for Segment Data Graph CREATE USER IF NOT EXISTS identifier($segment_connection_username) MUST_CHANGE_PASSWORD = FALSE DEFAULT_ROLE = $segment_connection_role PASSWORD=$segment_connection_password -COMMENT='Segment Linked Profiles User' +COMMENT='Segment Data Graph User' TIMEZONE='UTC'; -- Grant permission to the role to use the warehouse @@ -91,9 +91,9 @@ GRANT CREATE SCHEMA ON DATABASE identifier($segment_connection_db) TO ROLE iden ### Grant access to other databases -Next, give the Segment user **read-only** access to all the other databases you want to use for Linked Profiles. You must grant access to the Profiles Sync database. +Next, give the Segment user **read-only** access to all the other databases you want to use for Data Graph. You must grant access to the Profiles Sync database. -Run the SQL query below for **each** database you want to use for Linked Profiles: +Run the SQL query below for **each** database you want to use for Data Graph: ``` diff --git a/src/unify/linked-profiles/index.md b/src/unify/linked-profiles/index.md deleted file mode 100644 index bb1ebc4e59..0000000000 --- a/src/unify/linked-profiles/index.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Linked Profiles Overview -plan: unify -beta: true -hidden: true ---- - -> info "Linked Profiles is in public beta" -> Linked Profiles is in public beta, and Segment is actively working on this feature. Some functionality may change before it becomes generally available. - -> warning "" -> Linked Profiles currently only supports workspaces in the United States. - -Use Linked Profiles to expand your model beyond the profile to the entire universe of business data. Linked Profiles offers a suite of products which includes the [Data Graph](/docs/unify/linked-profiles/data-graph/), [Linked Events](/docs/unify/linked-profiles/linked-events/), and [Linked Audiences](/docs/engage/audiences/linked-audiences/). - -Build a [Data Graph](/docs/unify/linked-profiles/data-graph/) that defines relationships between any data set in the warehouse and the Segment Profiles you send with Profiles Sync. - -You can then enrich your event streams with [Linked Events](/docs/unify/linked-profiles/linked-events/) and build advanced audiences and segmentation off of any data set you've mapped to the Data Graph with [Linked Audiences](/docs/engage/audiences/linked-audiences/). - - -Using Linked Profiles, you only need to define the relationships between data sets once in order to make this data accessible to marketers and business stakeholders to build targeted and personalized customer engagements. - -> success "" -> To get started with Linked Profiles, you'll need to connect your data warehouse. -> - [Snowflake](/docs/unify/linked-profiles/setup-guides/snowflake-setup/) and [Databricks](/docs/unify/linked-profiles/setup-guides/databricks-setup/) are supported by both Linked Events and Linked Audiences. -> - [Redshift](/docs/unify/linked-profiles/setup-guides/redshift-setup/) and [BigQuery](/docs/unify/linked-profiles/setup-guides/BigQuery-setup/) are currently supported for Linked Events. -