Platform Installation

Deploying Personalisation Hub into your own AWS account, and the set-up that follows.

Install the platform

Follow these in order — about an hour end to end.

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Install Personalisation Hub from AWS Marketplace How-to guide

Deploy Personalisation Hub into your own AWS account in six stages — a little over an hour end to end, with about 7 minutes of hands-on set-up.

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Step 1 — Deploy the platform through AWS Marketplace How-to guide

Subscribe in AWS Marketplace and create the CloudFormation stack that builds Personalisation Hub in your own AWS account — about 4 minutes to create.

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Step 2 — Run the Installation Wizard How-to guide

Create the Master Admin account in the Installation Wizard, choose your environment and platform domain, and install the platform — around 55 minutes.

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Step 3 — Set up DNS after installation How-to guide

Add the 2 CNAME records the platform emails you and verify your domain — within 3 days, before the AWS certificate expires.

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Step 4 — First login and platform set-up How-to guide

Sign in to HQ Admin for the first time, set a strong password, verify the platform email address with AWS and complete Platform Set-up.

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Step 5 — Upload your brand, logos and icons How-to guide

Confirm your brand name and business category, then upload logos and icons for dark and light backgrounds so the platform carries your branding.

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Step 6 — Add your stores from Google Places How-to guide

Find your stores in Google Places, add them to the platform and give each one a unique store code so retail staff can be linked to their store.

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Step 7 — Restrict platform access by IP address How-to guide

Limit access to your Personalisation Hub instance to approved IP address ranges — offices, VPN, stores and connected platforms — without locking yourself out.

AWS deployment reference

For your cloud and security teams: what gets provisioned and how it is run.

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AWS deployment: prerequisites Reference

The skills, IAM permissions and DNS arrangements your cloud team needs before deploying and operating Personalisation Hub in your AWS account.

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AWS deployment: architecture Explanation

How Personalisation Hub is built: its microservice components, the AWS services it runs on, and why it uses Kubernetes on EKS.

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AWS deployment: resources provisioned Reference

The AWS resources the CloudFormation stack and installer create, where data is stored and encrypted, and which endpoints are public.

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AWS deployment: testing and troubleshooting How-to guide

Check the 5 points that confirm the Installation Wizard and platform stack deployed correctly, and fix the common failures.

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AWS deployment: lifecycle management Reference

Licensing, billable AWS services, environment sizes, cost control, quotas, key rotation, patches, upgrades and backups for a deployment.

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AWS deployment and support guide Reference

The installation timeline, what to include when contacting support, and the standard support response and resolution targets.

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