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Overview
Administering IBM® Marketing Operations in a clustered environment
About optional features
For more information
About managing users
About synchronizing users
To synchronize users manually
IBM® Marketing Operations administration process overview
Administrative Settings page
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
Summary of Non-working Days Changes page
Triggers
To add a trigger
To add or edit a trigger binding
Trigger binding dialog
About customizing the Budget tab
To add text columns to the Line Items Details table
About disabling or removing text columns
Enabling the vendor column for budgets
About publishing advanced searches
To publish or unpublish a saved search
Viewing a list of locked objects
Tuning the performance of Marketing Operations
Customizing the IBM® Marketing Operations interface
Renaming marketing object types
About the sysmodules.xml file
Elements in the sysmodules.xml file
About the sysmenu.xml file
Elements in the sysmenu.xml file
To rename a marketing object type
Customizing menus
To create a menu
Reorganizing items on menus
To rename a menu or an item on a menu
To add a menu item that links to a URL
Synchronizing menus
Supporting multiple locales
About localizing object types
About localized format and symbol settings
Configuring the approval process
To require a deny reason
Configuring the markup feature
About changing markup tool availability
To enable Adobe™ Acrobat markup
Installing and configuring Adobe™ on client computers
To enable native IBM® Marketing Operations markup
To disable markup
Configuring system logs
About marketing object types
Custom marketing object type process overview
About marketing object states
Editing the global states file
About state transitions
Adding marketing object types
To add a marketing object type
Add Marketing Object Type page
About marketing object type definition files
About marketing object type properties files
Editing a marketing object type
Creating a marketing object template
To create a marketing object template
About associating one marketing object type with another type
About reports in IBM® Marketing Operations
IBM® Marketing Operations report and folder names in Cognos®
About creating and customizing IBM® Marketing Operations reports in Cognos®
Updating the IBM® Marketing Operations data model in Cognos®
To update the IBM® 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 administrative reports
To produce the Out of Office Users and Delegation Summary
To produce a Deny Reason Analysis Report
About templates
Template concepts
When to create another template
Deciding on a set of templates
Example templates
List of example templates
About template components
Template-building methodology
Planning your custom templates
What can you customize?
Sample Summary tab
Custom tab example
Configuring multi-locale support for templates
Campaign project templates
Designing campaign project templates
Offer templates
Building and managing templates
To add or edit a template
Effects of template changes
Template Properties tab for defining the template
To export a single template
Template Tabs tab for customizing the user interface
To add a tab to a template
To move a tab or form on a template
To delete a custom form or tab from a template
To build rules for showing and hiding forms
Rule Builder dialog
Template Attachments tab for adding folders and files
Template Custom Links tab for accessing other websites
Template Customize Alerts tab to set up event-triggered alerts
Template Budget Approval Rules tab for automating line-item approvals
To build budget approval rules
To edit budget approval rules
To delete budget approval rules
Project template Project Roles tab for including participants
Project template Request tab for configuring the request process
Request tab fields
Example: building a template request rule
Project template Workflow tab
To configure workflow in a template
To use view mode in a workflow spreadsheet
To select approval options for the template
About the process flowchart view
To use edit mode in a workflow spreadsheet
To enter data in a workflow spreadsheet
Customizing milestone types
Project template Campaign tab for communicating with Campaign
About approving the TCS
Working with template components
Workflow Templates page
To create and edit workflow templates
To use workflow templates
To export a workflow template
Data Mapping Definitions page
Mapping IBM® Campaign contact and response counts to Marketing Operations metrics
To map IBM® Campaign contact and response counts to Marketing Operations metrics
About the metrics data mapping file
To add a data mapping file
To edit a data mapping file
To delete a data mapping file
Icons page
To add or edit an icon
About template validation
About database validation
About attribute validation
About forms
Form Definitions page
Creating forms
To create a form
To import shared attributes
Form Editor interface
Attribute groups
To create an attribute group
Edit Attribute Group dialog
Creating grids
About the grid types
To create an editable grid
Create New Grid dialog
To display an existing editable grid as a read-only grid
To display a grid as a list
Example: creating lists of marketing objects
About Target Cell Spreadsheets
To create a TCS
Default cell attributes for Target Cell Spreadsheets
Publishing forms
To publish a form
Exporting forms
To export a form
Importing forms
To import a form
Troubleshooting when importing forms
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, editing, and deleting attributes
To create and enable 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
About the attribute types
Attribute types for campaign, cell, and offer attributes
Text attribute types
Single-Select attribute types
Single-Select - Database attribute types
Multiple-Select - Database attribute types
Yes or No attribute types
Decimal attribute types
Money attribute types
Calculated attribute types
URL Field attribute types
Object Reference attribute types
Image attribute types
Creative URL attribute types
Object Attribute Field Reference attribute types
Single List Object Reference attribute types
Dependent field attribute types
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 the Global security policy
About roles
About the default security policy roles
About custom security policy roles
About object access roles
About project roles
About security policies and permissions
About permissions
About security policy permission settings
Planning security policies
About configuring security policies
To edit the Global security policy
To create a security policy
To configure the user visibility option for roles
To assign security policy roles
About controlling access to templates
About access controls for projects and requests
Example security configuration for project requests
Setting up alerts
About event-triggered alerts
About reminders
About setting default alert subscriptions
To set default alert subscriptions
Default Alert Subscription page
About reminders and workflow task dates
Customizing notification messages for alerts
To customize an alert notification message
Alerts Settings page
General and personalized message fields
Example of a custom alert message
Changing the refresh interval for the alerts count
How IBM® Marketing Operations determines the alert sender
About list definitions
Customizable lists
To add options to a list
About list properties
To enable, disable, or remove a list option
About localizing lists
Implementing project health rules
About the key performance indicators
About the default health rule
To configure project health status rules
To assign a rule to a project template
To customize labels and colors
Exporting and importing metadata
About exporting metadata
To export metadata in bulk
Results of exporting templates
Results of exporting project health rules
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 project health rules
Results of importing teams
Results of importing security policies
Results of importing marketing object types
Setting up libraries for digital assets
To create a library
About enabled and disabled libraries
Setting up accounts
About account administrators
About account owners
To create an account
Account Properties page
To add or remove account owners
About enabled and disabled accounts
To enable or disable an account
About advanced topics
Populating fields programmatically
Examples of programmatically populating fields
Server-side ID generation and project attribute validation
Sample Java™ interface
Grid validation
Validator interface
About data validation rules
Validation rules
Validation rule example
Context-sensitive help topics
Marketing Operations Settings
Security Policy Settings
User Permissions
Default Alert Subscriptions
Account Definitions
Budget Tab Line Item Table Settings
Project health options
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
Administrative reports
Deny reasons for standalone approvals
Note
Notices
Trademarks
Privacy Policy and Terms of Use Considerations
Note
Notices
Trademarks
Privacy Policy and Terms of Use Considerations