Installation prerequisites for the integration report package

Before you can install the Marketing Operations and Campaign Integration Report Package, the following configuration steps must be completed.

Reporting must be set up for the Campaign system. See the "Installing reporting" chapter from either of the Campaign installation guides.

Reporting must be set up for the Marketing Operations system. See the "Installing reporting" chapter from the Marketing Operations Installation Guide.

The integration of the two Unica® applications must be fully configured.

Additionally, for the sample reports from the integration report package to work correctly, the following must be true.

The Campaign system must have the standard custom Campaign attributes loaded.

The Marketing Operations system must have the sample templates loaded, most importantly, the sample Campaign Project template. Additionally, the Campaign Project template must use the corresponding sample Campaign Project metric file.

The Financial Management module must be enabled on the Marketing Operations system.

When these prerequisites are met, continue with the procedures in this section.