Preparing On-Premises Data for Segment Maps

Depending on the type of license that you have, you can use data from your organization’s data mart to create an on-premises segment. Administrators identify the data that is available to be used in on-premises segments by creating a single information map in SAS Information Map Studio.

An information map is a collection of data items that describe and present a view of physical data tables in a form that is relevant and meaningful to a business user. An information map does not contain any data. It is a map to the physical data. A SAS Customer Intelligence 360 information map describes the data sources that enable SAS Customer Intelligence 360 users to easily create on-premises segments. For example, instead of viewing a large collection of tables and columns, the business user views a simple list of business terms.

All information maps are stored in the SAS Metadata Repository in a metadata folder that can be shared. You can save an information map in any folder on the SAS server tier.

Note: SAS Customer Intelligence 360 does not support information map filters.

Si los ID de sujeto no se han cargado en la nube y la opción Direct-only no está establecida, no hay una asignación preexistente entre los ID de data mart y las identidades SAS Customer Intelligence 360 .

IMPORTANT No es necesario cargar ID de sujetos en la nube si solo está utilizando tareas de marketing directo. Sin embargo, si usa o tiene previsto usar tareas que no sean de marketing directo (incluidas Actividades), debe cargar los ID de sujeto en la nube.

It is recommended to set a format for subject IDs in your information map instead of taking the default format. For best results, store subject IDs as strings instead of numbers for the following reasons:

The USER_IDENTIFIER_VAL column in the CDM_IDENTITY_ATTR (Non-partitioned) database table stores the subject ID values as strings.
Storing the IDs as strings prevents formatting issues when the data is used by SAS Customer Intelligence 360.

If your subject IDs are stored in a numeric column, consider creating a secondary column where you can store the subject IDs as strings.

Note: When a task executes, it can result in subject IDs being uploaded into SAS Customer Intelligence 360. For example, when an on-premises direct task generates default contact events, subject IDs are uploaded into SAS Customer Intelligence 360. If the subject IDs are numbers, the decimal 0 is added to each value when it is uploaded. To accommodate for the decimal 0 being added to the subject ID, consider formatting the on-premises subject IDs without a decimal. You can accomplish this by specifying F12.0 as the format in the information map for that data item, where 12 is the number of digits in the subject ID and 0 is the number of decimals.

For more information, see Create an Information Map.

Última actualización: 18 de febrero de 2026