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Overview
Para Obter Informações Adicionais
About managing users
About synchronizing users
To synchronize users manually
IBM® Operações de Marketing administration process overview
Administrative settings
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
Administering IBM® Operações de Marketing in a clustered environment
Viewing system locks
Increasing Operações de Marketing performance
Customizing the IBM® Operações de Marketing 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 machines
To enable native IBM® Operações de Marketing markup
To disable markup
Configuring system logs
About marketing objects
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 marketing objects with projects or other marketing objects
About reports in IBM® Operações de Marketing
IBM® Operações de Marketing report and folder names in Cognos®
About creating and customizing IBM® Operações de Marketing reports in Cognos®
Updating the IBM® Operações de Marketing data model in Cognos®
To update the IBM® Operações de Marketing 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
Deciding on a set of templates
When to create another template
What can you customize?
Sample summary page
Custom tab example
About 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 add or edit a template
Effects of template changes
Template Properties tab
To export a single template
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
Template Customize Alerts tab
Budget Approval Rules tab
Rule Builder
To build budget approval rules
To edit budget approval rules
To delete budget approval rules
Project template Project Roles tab
Project template Request tab
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
Sobre a Visualização de Fluxograma de Processo
To use edit mode in a workflow spreadsheet
To enter data in a workflow spreadsheet
Customizing milestone types
Project template Campaign tab
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 Operações de Marketing metrics
To map IBM® Campaign contact and response counts to Operações de Marketing metrics
About the metrics data mapping file
To add a data mapping file
To edit a data mapping file
To delete a data mapping
Icons page
To add or edit an icon
About template validation
About database validation
About attribute validation
About data validation rules
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, 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
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 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® Operações de Marketing 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
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
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
Tópicos de Ajuda Contextual
Operações de Marketing 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 stand-alone approvals
Observação
Avisos
Marcas Registradas
Considerações sobre Política de Privacidade e Termos de Uso
Observação
Avisos
Marcas Registradas
Considerações sobre Política de Privacidade e Termos de Uso