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Overview
关于管理用户
Unica Marketing Operations administration process overview
Administrative settings
关于同步用户
To synchronize users manually
关于系统范围的假日
添加新假日
删除假日
更改假日列表
“假日摘要”页面
触发器
添加触发器
添加或编辑触发器绑定
触发器绑定详细信息
关于自定义“预算”选项卡
关于禁用和删除文本列
To add or edit text columns in the Line Item Details table
Enabling the vendor column for budgets
关于管理已发布的搜索
将已发布的搜索设置为私有
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)
关于模板
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
示例模板列表
Example template structure
Campaign project templates
Campaign Summary section
Designing campaign project templates
“模板配置”页面
To build or edit a template
模板更改的影响
模板“属性”选项卡
Budget Approval Rules tab
规则生成器
To build budget approval rules
To edit budget approval rules
To delete budget approval rules
模板“选项卡”选项卡
向模板添加选项卡
移动模板上的选项卡或表单
从模板中删除表单或自定义选项卡
生成用于显示和隐藏表单的规则
模板“附件”选项卡
模板“自定义链接”选项卡
Project template Project Roles tab
Project template Request tab
Request tab fields
Example: Building a Template Request rule
Project template Campaign tab
模板“工作流”选项卡
Project template Workflow tab links
项目模板的“工作流”工具栏
“工作流”选项卡字段
关于工作流流程的流程图视图
配置模板工作流
创建工作流模板
使用工作流模板
Customizing milestone types
“工作流模板”页面
导出工作流模板
“数据映射定义”页面
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
添加数据映射
编辑数据映射
To delete a data mapping
“图标”页面
添加或编辑图标
关于导入和导出模板
About importing templates
导入模板
关于导出模板
导出一组模板
导出单个模板
关于模板验证
关于数据库验证
关于特性验证
数据验证规则
关于表单
About Target Cell Spreadsheets
Default cell attributes
“表单定义”列表页面
创建表单
创建表单
To create a TCS
导入共享特性
创建特性组
表单编辑器界面
“编辑特性组”屏幕
Creating grids
创建可编辑网格
“创建网格”窗口
Displaying an existing editable grid as a read-only grid
导出表单
导出表单
Importing forms
导入表单
Troubleshooting when importing forms
发布表单
发布表单
Moving forms from one computer to another
管理表单的查找值
在不更改数据库表的情况下禁用查找值
复制表单
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
创建本地特性
To edit a shared attribute
To edit a local attribute
To delete a shared attribute
删除本地特性
Shared Attributes list page
Attributes reference
标准特性字段
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
关于安全
About access roles
About the default security roles
About object access roles
About security policy roles
Project roles
安全策略和权限
安全策略
安全策略权限
全局安全策略
规划安全策略
关于配置安全策略
编辑“全局”安全策略
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
关于警报
关于事件触发的警报
About alarms
Alerts and date types
How Unica Marketing Operations determines the alert sender
关于设置默认警报订阅
设置默认警报订阅
“默认警报订阅”页面
Changing the alerts refresh interval
自定义警报的特性和选项卡
自定义警报
“自定义警报”页面
常规文本框和个性化文本框
自定义警报的示例
Setting Up Assets
To create a library
Disabling and enabling libraries
关于帐户
About account administrators
About account owners
关于启用和禁用帐户
创建帐户
To add or remove account owners
启用或禁用帐户
Accounts reference
关于列表定义
列表类型
“列表属性”屏幕
向列表中添加选项
启用、禁用或移除列表定义
关于本地化列表
About advanced topics
Populating fields programatically
Examples of programatically populating fields
Server-side ID generation and project attribute validation
网格验证
Validator interface
Validation rules
Validation rule example
Sample Java interface
“表单定义”列表页面
触发器绑定
假日
表单编辑器
“表单定义”列表页面
用户权限
安全策略设置
“管理已发布的搜索”屏幕
默认警报订阅
“自定义警报”屏幕
帐户定义
列表定义
预算选项卡行项目表设置
模板配置