Administrative settings

When you select Settings > Marketing Operations Settings, the Administrative Settings page displays. This page contains the following sections and links.

Administrative settings: User Personalization section
Section	Description
User Personalization	This section contains links for users to customize Marketing Operations in order to view and receive information that is important to them. See the IBM® Unica® Marketing Operations User’s Guide for details.

System Administration Settings section

Administrative settings: Restricted Options section
Link	Description
Security Policy Settings	Contains links to all security policies defined in your system. See Creating new security policies for details.
User Permissions	Displays a list of all users authorized to use Marketing Operations, organized by the groups to which they are assigned. See To assign security roles for details.
Synchronize Users	Synchronizes the users in Marketing Operations with the users in the IBM® Unica® Marketing Platform. See About synchronizing users for details. When you synchronize users in a clustered environment, any changes propagate to the other servers when they next synchronize with Marketing Platform.
Synchronize Menus	Synchronize the menus in the Marketing Platform with the menus defined in Marketing Operations.

Administrative settings: Accessible Options section
Link	Description
Default Alert Subscriptions	Opens a page for setting up and editing default alert subscriptions for Marketing Operations objects. See About setting default alert subscriptions for details.

Administrative settings: Root-Level Object Definitions section

Link

Description

Account Definitions

This link is only available for systems that use the Financial Management module for Marketing Operations.

Contains links for managing Marketing Operations accounts.

Budget Line Item Columns

Opens a page for adding text columns to the Line Item Details tables on Budget tabs.

Asset Library Definitions

Contains links for managing asset libraries. See Setting Up Assets for details.

Administrative settings: Other Options section

Link

Description

List Definitions

Contains links to the available lists where an administrator can populate or define list values. See List types for details.

Template Configuration

Contains links to features for working with template components. See Building and managing templates for details.

In a clustered environment, you must shut down all but one server before performing any template configuration tasks.

Non-working Business Days

Opens a page for updating the set of system-wide non-work dates. See About system wide non-work dates for details.

Manage Published Searches

Opens a page for publishing searches saved by Marketing Operations users. See About managing published searches for details.

Marketing Object Type Settings

Opens a page where you can view and manage the marketing object types for your system. See Adding marketing object types for details.

In a clustered environment, you must shut down all but one server before performing any marketing object configuration tasks.

Trigger Bindings

Opens a page listing triggers defined in the system and details about how they are bound to procedures. See Triggers for details.

Customize Alerts

Opens a page where you can change the text for alerts for specified events. See About alerts for details.

Marketing Operations Upgrade

Opens a page where you can select Marketing Operations components to upgrade. See the IBM® Unica® Marketing Operations Installation Guide for details.

Data Migration

Offers options to export and import metadata. See Exporting and importing metadata.

Out of Office - Delegate Auto Add Settings

Provides access to a system-wide setting for the out of office feature.

When a user is out of the office, a delegate can be specified to cover tasks, approvals, and requests. This setting defines whether a user can select only another team member as a delegate, or any Marketing Operations user.

Set Enable Auto Addition of Delegate User to yes to add the delegate as a project team member if necessary when a task, approval, or request is assigned.

Set Enable Auto Addition of Delegate User to no to require users to select only a user who is already a team member for all of the same projects as a delegate.

You can override this setting for individual project templates.

For more information about the out of office feature, see the IBM® Unica® Marketing Operations User’s Guide.

Import Campaign Offers

Available only on systems that integrate IBM® Unica® Marketing Operations with Campaign and also enable optional offer integration.

Enumerates the offers and offer templates, folders, and lists currently available in IBM® Unica® Campaign. For more information about enabling offers, see IBM® Unica® Marketing Operations and Campaign Integration Guide.