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dcm-trix-addon's Introduction

Disclaimer: This is not an official Google product.

DCM Trix Addon

Overview

DCM Trix Addon allows users to download reports from DoubleClick Campaign Manager on a scheduled basis into a Google Sheets Spreadsheet. Features of this addon are:

  • One time fetch of reports to spreadsheet.
  • Scheduled fetch of reports in background (Hourly, Daily, Weekly).

Initial Setup

  1. Go to drive.google.com and create a new spreadsheet by going to New > Google Sheets.
  2. Copy the doc id from the URL. This is the value between the d and edit as shown in bold below:
    https://docs.google.com/spreadsheets/d/1p3IHbvgz0vpibMcW47HfzYijl4sLnECKVYist3ByZXU/edit#gid=0
  3. Give the spreadsheet a name (Ex: "DCM Reporting")

Upload the script files

Upload the files in the script using command line tool - Option 1

If you are familiar with using command line tools, you can use clasp. Else go to Option 2.

  1. Install clasp as per the instructions.

  2. Download the github project using

    git clone https://github.com/google/dcm-trix-addon
  3. Change to the project directory.

    cd dcm-trix-addon
  4. Authenticate and allow clasp to upload files on your behalf.

    clasp login

    If running on a remote machine, run the following instead and follow the instructions.

    clasp login --no-localhost
  5. Create a new apps script project in the spreadsheet created earlier. Replace [doc id] with the value obtained earlier.

    clasp create dcm-trix-addon [doc id]
  6. Deploy the chagnes to the apps script project.

    clasp push
  7. Open the script editor by going to the spreadsheet window and selecting Tools > Script Editor. Verify that all the files have been copied over.

After completing this step, continue with Setting up authentication.

Upload files manually - Option 2

  1. Download all the files in the repo using the download as zip option.
  2. Extract the zip and open all the files in a text editor (Sublime text, notepad++ etc).
  3. Open script editor by going to the spreadsheet and going to Tools > Script Editor.
  4. Give the script a name (Ex: dcm-trix-addon).
  5. Create each individual file in the script editor with the same names as the files downloaded and copy paste the contents. Do this for all the files except appsscript.json which is done in the next step.
  6. Go to View > Show manifest file in the script editor. Copy the contents of appsscript.json and replace the contents of this file.

Once completed, move to the next section to continue the setup.

Setting up Time Zone

  1. Go to Project Settings and change the Time Zone to the desired one. This will directly influence in the Scheduling function of the code.
  2. If no changes are made in this section, the Timezone selected for the Project will be GMT-03:00.

Setting up authentication

  1. Go to File > project properties and copy the script id. You will need this later.
  2. In the same script editor go to Resources > Cloud platform project and click on the project link.
  3. Click on the button at the top left corner of the page (three horizontal lines) to open the project menu.
  4. Go to APIs & Services > Dashboard
  5. Click on Enable APIS and Services at the top of the page.
  6. Search for "DCM" and click on DCM/DFA Reporting And Trafficking API.
  7. Click on Enable.
  8. Go to APIs & Services > Credentials
  9. Create new credentials by going to Create credentials -> Oauth client id -> Web application
  10. Give it a name (Ex: dcm-trix-addon).
  11. Under Authorized redirect URIs which is the second field in Restrictions, paste https://script.google.com/macros/d/{SCRIPT ID}/usercallback with {SCRIPT ID} replaced with the value obtained earlier.
  12. Hit 'create' - copy the client id and client secret values and paste them in Constants.gs file for CLIENT_ID and CLIENT_SECRET respectively.
  13. Go back to the spreadsheet and refresh the document. Verify that the addon is visible in Add-ons > dcm-trix-addon. The name may be different if you had given a different name earlier.

First time run configuration

  1. Go to Add-ons > dcm-trix-addon > Select DCM Report. You should get a popup for authorization.
  2. In the popup click on Continue.
  3. Select the account you want to use this addon with.
  4. In the next screen, click on Advanced, scroll to the bottom and click on Go to dcm-trix-addon (unsafe)
  5. Review the permissions and scroll to the bottom and click on Allow.
  6. Close the popup that's open in the spreadsheet and go to Add-ons > dcm-trix-addon > Select DCM Report again.
  7. Click on Authorize and follow the steps again. If all goes well, you should see a page that says Success! You can close this tab and open the Dialog box again. Sometimes you will see a blank page. If that's the case, try switching to another tab and switching back again and see if shows the message now. If it still doesn't show, proceed to the next step to try and see if authentication was successful.
  8. This authentication needs to be done only the first time for each sheet.
  9. Back in the spreadsheet, close the popup and go to Add-ons > dcm-trix-addon > Select DCM Report again. You should see a popup that says DCM Report Selection. If that's the case, the configuration has been successful and you can now use the addon.

If you encounter any issues, review the setup and check whether you have followed all the steps.

Limitations

  • This addon can only download files that are less than 10MB in size. This is a limitation of Apps Script.

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