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Requirements

  • Make sure the customer has a Lime Marketing app with Automated Flows enabled.

  • Is it a cloud customer - you need isolated app servers for that! You need to add addon-lime-automation to the customer solution or create a customer solution if it does not already exist.

  • Is it a on-prem customer with lime-server version >= 2022.3.1015 (2.437.0) - yay! You need to add addon-lime-automation to the customer solution or create a customer solution if it does not already exist.

The customer solution must be poetry based - have a look in the platform docs on how to handle solutions and adding dependencies in the customer solution for addon-lime-automation.

On-premise requirements

Since addon-lime-automation (Automated Flows) is based on custom endpoints Lime Marketing needs external access to their web client. If the customer is on-prem make sure the web client is accessible via IP or a hostname from outside their hosting environment. Addon-lime-automation also communicates with the Lime Marketing API so also make sure the Lime Server event handler has access to Lime Marketing Cloud environment over https. (You should be able to open a browser and go to the Lime Marketing app on the Lime Server)

  1. Make sure the Webclient is enabled.
  2. The customer needs to set up a publicly available IP/hostname for us to use to connect to the on-premise Lime server.
  3. The integration doesn't require a hostname - a IP address is enough.

  4. The certificate for HTTPS does not have to been issued by a trusted CA but its recommended (self-signed certificates is supported).

  5. The customer IT need to allow HTTPS traffic (port 443) from at least the newsletter environment through the firewall to the Lime server.

Source IP Destination IP Destination Port Description
any or 84.19.149.64/27 or 84.19.143.0/27 IP from step 2 443 Rule to allow traffic via the publicly available IP to the Lime server from any or the Newsletter environment
  1. Some on-premise solutions also have a reverse proxy solution in front of their servers which the IT need to configure as well to direct traffic through to the Lime Server.

Before you proceed

  • Is addon-lime-automation installed on the server?
  • Can we access the web client externally?
  • Can the event handler access Lime Marketing cloud environment?
  • Do you have a Lime Marketing app for the customer?
  • Is the automated flow module activated in the Lime Marketing app?