Administrative settings

When you select Settings > Operações de Marketing 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 Operações de Marketing to view and receive information that is important to them. See the IBM® Operações de Marketing User’s Guide for details.

System Administration Settings section

System Administration Settings section: Restricted Options
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 Operações de Marketing, organized by the groups to which they are assigned. See To assign security roles for details.
Synchronize Users	Synchronizes the users in Operações de Marketing with the users in the IBM® Plataforma de Marketing. 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 Plataforma de Marketing.
Synchronize Menus	Synchronize the menus in the Plataforma de Marketing with the menus defined in Operações de Marketing.

System Administration Settings section: Accessible Options
Link	Description
Default Alert Subscriptions	Opens a page for setting up and editing default alert subscriptions for Operações de Marketing objects. See About setting default alert subscriptions for details.

System Administration Settings section: Root-Level Object Definitions

Link

Description

Account Definitions

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

Contains links for managing Operações de Marketing 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.

System Administration Settings section: Project Options
Link	Description
Health status	Click to customize the user interface labels and colors associated with the four possible project health statuses. See To customize labels and colors.
Health rules	Click to view and manage the rules used to calculate the health status score for projects. You can add, edit, and delete rules, and assign the rule to project templates. See To configure project health status rules.
Recalculate Project Health	Click to manually initiate recalculation of health status scores for all projects. See Implementing project health rules.
Project Health Daily Mails	Available to all users with the PlanUserRole or PlanAdminRole. Click to subscribe or unsubscribe yourself from project health status notifications. These messages are triggered by the automated daily process only, and are not sent if this process does not run for any reason. For more information, see Operações de Marketing \| umoConfiguration \| Scheduler \| daily in the Operações de Marketing Installation Guide.
IntraDay scheduler	Indicates the status of the batch process for periodically recalculating project health status scores as ON or OFF. Click to toggle the status. For more information, see the Operações de Marketing umoConfiguration \| Scheduler \| intraDay configuration parameter in the Operações de Marketing Installation Guide.
Daily scheduler	Indicates the status of the daily batch process for calculating project health status scores as ON or OFF. Click to toggle the status. For more information, see the Operações de Marketing umoConfiguration \| Scheduler \| daily configuration parameter in the Operações de Marketing Installation Guide.

System Administration Settings section: Other Options

Link

Description

List Definitions

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

Template Configuration

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

In a clustered environment, you must shut down all but one server before initiating 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 Operações de Marketing users. See About managing published searches for details.

Marketing Object Type Settings

Opens a page where you can view and manage custom 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 completing 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 Operações de Marketing components to upgrade. See the IBM® Operações de Marketing Installation Guide for details.

Data Migration

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

Out of Office-Automatic Addition of Delegate

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 Operações de Marketing 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® Operações de Marketing User’s Guide.

Out of Office Users and Delegation Summary

Offers options to report information about team members who are out of the office. For more information, see To produce the Out of Office Users and Delegation Summary.

Associate Deny Reasons with Standalone Approvals

For stand-alone approvals, you can configure Operações de Marketing so that users who deny approval are required to select a reason from a predefined list. See Configuring the approval process.

Import Campaign Offers

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

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