Administrative Settings page

When you select Settings > Marketing Operations Settings, the Administrative Settings page appears.

Administrative settings: User Personalization section
Section	Description
User Personalization	Contains links for users to customize Marketing Operations to view and receive information that is important to them. See the IBM® Marketing Operations 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 To create a security policy for details.
User Permissions	Lists all users authorized to use Marketing Operations, organized by the groups to which they are assigned. See To assign security policy roles for details.
Synchronize Users	Synchronizes the users in Marketing Operations with the users in the IBM® Marketing Platform. See 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.

System Administration Settings section: Accessible Options
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.

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 Marketing Operations.

Contains links for managing Marketing Operations accounts.

Budget Line Item Columns

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

Asset Library Definitions

Contains links for managing asset libraries. See Setting up libraries for digital assets for details.

System Administration Settings section: Project Options
Link	Description
Health status	Click to customize the user interface labels and colors that are associated with the four possible project health statuses. See To customize labels and colors.
Health rules	Click to view and manage the rules that are 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 Plan User or Plan Administrator security policy role. 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 the Marketing Operations > umoConfiguration > Scheduler > daily property in the Marketing Operations Installation Guide.
IntraDay scheduler	Indicates the status of the batch process for periodically recalculating project health status scores. as ON or OFF. This setting can be either ON or OFF to indicate whether the IntraDay scheduler is running. For more information, see the Marketing Operations > umoConfiguration > Scheduler > intraDay property in the Marketing Operations Installation Guide.
Daily scheduler	Indicates the status of the daily batch process for calculating project health status scores. This setting can be either ON or OFF to indicate whether the Daily scheduler is running. For more information, see the Marketing Operations > umoConfiguration > Scheduler > daily property in the Marketing Operations 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 you initiate any template configuration tasks.

Non-working Business Days

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

Manage Published Searches

Opens a page for publishing searches saved by Marketing Operations users. See Publishing advanced searches for details.

Marketing Object Type Settings

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

In a clustered environment, you must shut down all but one server before you complete 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 Setting up alerts for details.

Marketing Operations Upgrade

Opens a page where you can select Marketing Operations components to upgrade. See the IBM® Marketing Operations 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 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® Marketing Operations 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 Producing the Out of Office Users and Delegation Summary.

Associate Deny Reasons with Standalone Approvals

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

Import Campaign Offers

Available only on systems that integrate IBM® Marketing Operations 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® Marketing Operations and Campaign Integration Guide.