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Overview
About managing users
Unica Marketing Operations administration process overview
Administrative settings
About synchronizing users
To synchronize users manually
About system wide non-work dates
To add a new non-work date
To remove a non-work date
To change the list of non-working business dates
Non-working Business Dates summary page
Triggers
To add a trigger
To add or edit a trigger binding
Trigger bindings details
About customizing the Budget tab
About disabling and removing text columns
To add or edit text columns in the Line Item Details table
Enabling the vendor column for budgets
About managing published searches
To make a published search private
Supporting multiple locales
Localized format and symbol settings
Administering Unica Marketing Operations in a clustered environment
Viewing system locks
Increasing Unica Marketing Operations performance
Customizing the Unica Marketing Operations interface
About the sysmodules.xml file
Sysmodules.xml file elements
About the sysmenu.xml file
Sysmenu.xml elements
Renaming object types
To rename an object
Renaming the "Denied" approval response
To rename the "Denied" approval response
Customizing menus
Reorganizing items on menus
To create a menu
To add a menu item that links to a URL
To rename a menu or an item on a menu
Synchronizing menus
Step: Configure the markup option, if necessary
About changing markup tool availability
To enable Adobe Acrobat markup
To enable native Unica Marketing Operations markup
To disable markup
Configuring system logs
About marketing objects
Marketing objects process overview
About marketing object states
Global states file
Adding marketing object types
About state transitions
To add a marketing object type
Add Marketing Object Type screen
Marketing object definition files
Editing a marketing object type
Creating a marketing object template
To create a marketing object template
About associating marketing objects with projects or other marketing objects
About reports in Unica Marketing Operations
Unica Marketing Operations report and folder names in Cognos
About creating and customizing Unica Marketing Operations reports in Cognos
Updating the Unica Marketing Operations data model in Cognos
To update the Unica Marketing Operations data model
Example Query Subject for a custom metric
Creating report filters in Cognos
Creating hyperlinks in Cognos reports
Example custom report: Project Performance Summary (custom)
About templates
Template concepts
Deciding on a set of templates
When to create another template
What can you customize?
Sample summary page
Custom tab example
Template components
Multi-locale support
Template-building methodology
Planning your custom templates
Example templates
List of example templates
Example template structure
Campaign project templates
Campaign Summary section
Designing campaign project templates
Pagina Configurazione del modello
To build or edit a template
Effetti delle modifiche dei modelli
Scheda Proprietà del modello
Budget Approval Rules tab
Rule Builder
To build budget approval rules
To edit budget approval rules
To delete budget approval rules
Scheda Schede modelli
Per aggiungere una scheda ad un modello
Per spostare una scheda o un modulo in un modello
Per eliminare un modulo o una scheda personalizzata da un modello
To build rules for showing and hiding forms
Scheda Allegati modello
Scheda Collegamenti Personalizzazione modelli
Project template Project Roles tab
Project template Request tab
Request tab fields
Example: Building a Template Request rule
Project template Campaign tab
Scheda Flusso di lavoro del modello
Project template Workflow tab links
Project template Workflow toolbar
Workflow tab fields
Informazioni sulla visualizzazione del foglio di calcolo del processo del flusso di lavoro
Per configurare un flusso di lavoro per un modello
Per creare modelli dei flussi di lavoro
Per utilizzare i modelli dei flussi di lavoro
Customizing milestone types
Pagina Modelli dei flussi di lavoro
Per esportare un modello di flusso di lavoro
Pagina Definizioni di Mappatura Dati
Mapping Unica Campaign contact and response counts to Unica Marketing Operations metrics
To map Unica Campaign contact and response counts to Unica Marketing Operations metrics
About the metrics data mapping file
Per aggiungere una mappatura dati
Per modificare una mappatura dati
To delete a data mapping
Pagina Icone
Per aggiungere o modificare un'icona
Informazioni sull'importazione e sull'esportazione dei modelli
About importing templates
Per importare modelli
Informazioni sull'esportazione dei modelli
Per esportare un gruppo di modelli
Per esportare un singolo modello
Informazioni sulla convalida del modello
Informazioni sulla convalida del database
Informazioni sulla convalida degli attributi
Data validation rules
About forms
About Target Cell Spreadsheets
Default cell attributes
Form Definitions list page
Creating forms
To create a form
To create a TCS
To import shared attributes
To create an attribute group
Form Editor interface
Edit Attribute Group screen
Creating grids
To create an editable grid
Create a Grid window
Displaying an existing editable grid as a read-only grid
Exporting forms
To export a form
Importing forms
To import a form
Troubleshooting when importing forms
Publishing forms
To publish a form
Moving forms from one computer to another
Managing lookup values for a form
To disable lookup values without changing the database table
Copying forms
Localizing forms
To localize a form
Enabling data posting of list selections
Adding a form to existing objects
Attribute groups
About attributes
Campaign attributes
Cell attributes
Attribute types not available for campaign and cell attributes
About creating, enabling, editing, and deleting attributes
To create a shared attribute
To create a local attribute
To edit a shared attribute
To edit a local attribute
To delete a shared attribute
To delete a local attribute
Shared Attributes list page
Attributes reference
Standard attribute fields
Database considerations for attribute database columns
Attribute types
Text attributes
Single-select attributes
Single-select Database attributes
Multi-select database attributes
Yes/No attributes
Decimal attributes
Money attributes
Calculated attributes
URL field attributes
Single- and multi-select object reference attributes
Object attribute field references
Standard attributes
Single list object reference attributes
Graphical reference attribute
Dependent fields
About metrics
Metric creation overview
Why you should use a single metrics specification file
Metrics specification files
To create a specification file
Metric Editor main screen
Troubleshooting a specification file
Creating a metric
Metric Editor Metrics screen
Metric Editor Metric Dimensions screen
Creating metrics templates and metric template groups
To create or edit a metrics template
To create or edit a metrics group
To add or edit a metric
Metric Editor Metrics Templates screen
Metrics Templates screen details
Localizing metrics
Importing metrics templates into Unica Marketing Operations
To import metrics templates
Metrics Definition list page
About security
About access roles
About the default security roles
About object access roles
About security policy roles
Project roles
Security policies and permissions
Security policies
Security policy permissions
The Global security policy
Planning security policies
About configuring security policies
Editing the Global security policy
Creating new security policies
Configuring the user visibility option for security roles
To assign security roles
About controlling access to templates
Additional access controls for projects and requests
Example security configuration for project requests
About alerts
About event-triggered alerts
About alarms
Alerts and date types
How Unica Marketing Operations determines the alert sender
About setting default alert subscriptions
To set default alert subscriptions
Default Alert Subscription page
Changing the alerts refresh interval
Customizing attributes and tabs for an alert
To customize an alert
Customize alerts page
General and personalized text boxes
Example of a custom alert
Setting Up Assets
To create a library
Disabling and enabling libraries
About accounts
About account administrators
About account owners
About enabled vs. disabled acounts
To create an account
To add or remove account owners
To enable or disable an account
Accounts reference
About list definitions
List types
List properties screen
To add options to a list
To enable, disable, or remove a list definition
About localizing lists
About advanced topics
Populating fields programatically
Examples of programatically populating fields
Server-side ID generation and project attribute validation
Grid validation
Validator interface
Validation rules
Validation rule example
Sample Java interface
Pagina Elenco definizioni form
Binding di trigger
Giorni lavorativi non lavorati
Editor di form
Pagina Elenco definizioni form
Autorizzazioni dell'utente
Impostazioni della politica di sicurezza
Schermata Gestisci le ricerche pubblicate
Sottoscrizioni predefinite avviso
Schermata Personalizza avvisi
Definizioni dell'account
Definizioni dell'elenco
Impostazioni tabella elementi riga scheda di budget
Configurazione del modello