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Contacting IBM® Unica® technical support
Overview
About managing users
IBM® Unica® Marketing Operations administration process overview
Administrative settings
About synchronizing users
To synchronize users manually
About system wide non-work dates
To add a 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 IBM® Unica® Marketing Operations in a clustered environment
Viewing system locks
Increasing Marketing Operations performance
Customizing the IBM® 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
Configuring the markup feature
About changing markup tool availability
To enable Adobe™ Acrobat markup
Installing and configuring Adobe™ on client machines
To enable native IBM® 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 IBM® Unica® Marketing Operations
IBM® Unica® Marketing Operations report and folder names in Cognos®
About creating and customizing IBM® Unica® Marketing Operations reports in Cognos®
Updating the IBM® Unica® Marketing Operations data model in Cognos®
To update the IBM® 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
Offer templates
Building and managing templates
To build or edit a template
Effects of template changes
Template Properties tab
To export a single template
Budget Approval Rules tab
Rule Builder
To build budget approval rules
To edit budget approval rules
To delete budget approval rules
Template Tabs tab
To add a tab to a template
To move a tab or form on a template
To delete a form or custom tab from a template
To build rules for showing and hiding forms
Template Attachments tab
Template Custom Links tab
Project template Project Roles tab
Project template Request tab
Request tab fields
Example: Building a Template Request rule
Project template Campaign tab
Template Workflow tab
Project template Workflow tab links
Project template Workflow toolbar
Workflow tab fields
About the workflow process flowchart view
To configure workflow for a template
To create workflow templates
To use workflow templates
Customizing milestone types
Workflow templates page
To export a workflow template
Data Mapping Definitions page
Mapping IBM® Unica® Campaign contact and response counts to Marketing Operations metrics
To map IBM® Unica® Campaign contact and response counts to Marketing Operations metrics
About the metrics data mapping file
To add a data mapping
To edit a data mapping
To delete a data mapping
Icons page
To add or edit an icon
About template validation
About database validation
About attribute validation
Data validation rules
About approving the TCS
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
Form Editor interface
Attribute groups
To create an attribute group
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
Displaying a grid as a list
Creating lists of marketing objects
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
About attributes
Standard attributes
About attributes for Marketing Operations-Campaign integration
Campaign attributes
Cell attributes
Offer attributes
About creating, enabling, editing, and deleting attributes
To create a shared attribute
To edit a shared attribute
To delete a shared attribute
Shared Attributes list page
To create a local attribute
To edit a local attribute
To delete a local attribute
Attributes reference
Standard attribute fields
Database considerations for attribute database columns
Attribute types
Attribute types for campaign, cell, and offer attributes
Text attributes
Single-Select attributes
Single-Select - Database attributes
Multiple-Select - Database attributes
Yes or No attributes
Decimal attributes
Money attributes
Calculated attributes
URL Field attributes
Object Reference attributes
Image attribute
Object Attribute Field Reference attributes
Single List Object Reference attributes
Dependent fields
About metrics
Types of metrics
Metric creation overview
Working with metrics, metrics dimensions, and metrics templates
Metrics properties
Metrics dimensions properties
Creating metrics templates and metric template groups
To create or edit a metrics template
Metrics groups
Localizing metrics
Importing a metrics properties file
Exporting and importing metrics templates
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 IBM® 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
Exporting and importing metadata
About exporting metadata
To export metadata in bulk
Results of exporting templates
Results of exporting teams
Results of exporting security policies
Results of exporting marketing object types
About importing metadata
To import template metadata
Results of importing templates
To import metadata
Results of importing teams
Results of importing security policies
Results of importing marketing object types
About advanced topics
Populating fields programatically
Examples of programmatically populating fields
Server-side ID generation and project attribute validation
Grid validation
Validator interface
Validation rules
Validation rule example
Sample Java™ interface
Context-sensitive help topics
Security Policy Settings
User Permissions
Default Alert Subscriptions
Account Definitions
Budget Tab Line Item Table Settings
List Definitions
Template Configuration
Metrics Templates
Form Definitions list page
Form Editor
Non-working Business Days
Manage Published Searches screen
Trigger Bindings
Customize Alerts screen
Data Migration
Out Of Office-Automatic Addition of Delegate
Import Campaign Offers
Note
Notices
Trademarks
Note
Notices
Trademarks