Web Search
About IBM® Unica® Marketing Platform features
About IBM® Unica Marketing security features
About configuration management
Localization in IBM® Unica Marketing
The common user interface
To log in to IBM® Unica Marketing
About IBM® Unica Marketing user accounts
Types of user accounts: internal and external
About properties of internal user accounts
To add a new user account
To delete a user account
To change an internal user password expiration date
To reset an internal user password
To change internal user account properties
To change internal user system status
To add an internal user data source
To change an internal user data source password or login name
To delete an internal user data source
Users window reference
Setting the per-user locale preference
To set the user locale preference
Forcing synchronization of external users
To force synchronization of external users
About managing user roles in IBM® Unica Marketing
Where to find information on security administration in IBM® Unica Marketing
About security administration in the Marketing Platform
About roles and permissions in Marketing Platform and Campaign
The security management process in the Marketing Platform
Types of groups: internal and external
About partitions and security management
Pre-configured users and roles
Retaining the platform_admin account
Managing internal groups
To add a new internal group
To add a new subgroup
To delete a group or subgroup
To change a group or subgroup description
To assign a group to a partition
To add a user to a group or subgroup
To remove a user from a group or subgroup
User Groups window reference
Managing user roles and permissions
To create a role
To modify role permissions
To remove a role
To assign a role to or remove a role from a group
To assign a role to or remove a role from a user
Reference: Definition of permission states
Reference: Permissions for products that use only basic roles
Reference: Permissions for the Marketing Platform
Reference: Permissions for Interaction History
Reference: Permissions for Attribution Modeler
About security in IBM® Unica® Campaign
About security policies
The global security policy
How Campaign evaluates permissions
Using the Owner and Folder Owner roles
Guidelines for designing security policies
Security scenarios
Scenario 1: Company with a single division
Scenario 2: Company with multiple separate divisions
Scenario 3: Restricted access within a division
Implementing security policies
To create a security policy
To delete a security policy
Assigning security policies to folders or objects
About administrative permissions in Campaign
To configure report folder permissions
Reference: Administrative permissions in Campaign
Administration
Audience levels
Data sources
Dimension hierarchies
History
Logging
Reports (folder permissions)
System tables
User Tables
User Variables
Windows™ impersonation administration
What is Windows™ impersonation?
Why use Windows™ impersonation?
What is the relationship between Campaign users and Windows™ users?
The Windows™ impersonation group
Windows™ impersonation and logging into IBM® Unica Marketing
Working with Windows™ impersonation
Set the Windows™ impersonation property
Create Campaign users
Create the Windows™ impersonation group
Assign the Windows™ impersonation group to policies
Assign rights to the Windows™ impersonation group
About support of Proxy Server Authentication
To set authentication credentials for a virtual data source named proxy
About configuration management
About property categories
Identifying category types
Duplicating categories using templates
Deleting categories
About property descriptions
About refreshing the display
About the default user locale preference
Editing property values
To navigate to a category
To edit property values
Duplicating and deleting categories
To create a new category from a template
To delete a category
Introduction
About reporting in the IBM® Unica Marketing suite
About reporting and security
About report folder permissions
About securing the IBM Cognos BI system
Reporting permissions reference
About reporting schemas
About the Reporting SQL Generator
About the reporting deployment options
About control groups and target groups in the reports
About audience levels and the reports
About audience keys in reporting schemas
About partitions and reporting schemas
About the Framework Manager data models
About the Report Studio reports
About the folders, subfolders, and access settings
About the report styles and appearance
About setting up schedules for generating reports
Customizing reporting schemas
Which reporting schema?
To add contact or response metrics
To add custom attributes
To add response types
To add contact status codes
To specify the calendar time periods for performance reports
To configure audience level for performance reports and response history
Creating reporting schemas for additional audience levels or partitions
To create a Campaign Offer Response Breakout schema
To create a Campaign Offer Contact Status Breakout schema
To create an Offer Performance schema
To create a Campaign Performance schema
To create a Campaign Custom Attributes schema
To create a new Interact Performance schema
Generating updated view or table creation scripts
Before you begin updating views or reporting tables
Generate updated SQL scripts for the reporting views or tables
Update the views or reporting tables
SQL scripts by data source
Reports SQL Generator page reference
Customizing the IBM Cognos Model
Example: Add attributes to an existing view or table in a data model
Example: Add new views to IBM Cognos 8 data model
About customizing or creating Cognos reports for IBM® Unica® applications
Guidelines for creating new Campaign reports
Configuring the Interaction Point Performance dashboard portlet
Guidelines for creating new dashboard reports
About dashboards
About IBM® Unica® pre-defined portlets
Planning dashboards
Dashboard audiences
Global dashboards
User permissions required to view dashboards
IBM® Unica® pre-defined portlet availability
IBM® Cognos® report performance considerations
To schedule a dashboard report
Pre-defined portlet descriptions
Marketing Operations IBM® Cognos® report portlets
Marketing Operations list portlets
Campaign IBM® Cognos® report portlets
Campaign list portlets
Interact IBM Cognos report portlet
Distributed Marketing list portlets
Optimize list portlets
Attribution Modeler IBM Cognos report portlet
Interaction History IBM® Cognos® report portlet
Setting up dashboards
Permissions required to administer dashboards
Dashboards and partitions
To enable or disable pre-defined portlets
To create a dashboard
To add a pre-defined portlet to a dashboard
To lay out a dashboard
To assign or change a dashboard administrator
To remove a portlet from a dashboard
To change the name or properties of a portlet
To change the name or properties of a dashboard
To delete a dashboard
Creating and using custom portlets
Custom portlet types and availability
Authentication considerations for custom portlets
Portlet creation process overview
To prepare the URL from an on-premises NetInsight report
To prepare the URL from an IBM Cognos dashboard report
To prepare the URL from an IBM® Coremetrics® Web Analytics report
To prepare the URL from an intranet or internet page
To add a user-created portlet to a dashboard
Manage Portlets window reference
Administering dashboard membership
About dashboard administration tasks
To grant or remove dashboard membership
About the IBM® Unica® Scheduler
Difference between the Campaign Schedule process and IBM® Unica® Scheduler
Scheduler triggers
Inbound triggers
Scheduler throttling
Scheduler recurrence patterns
Run dependency
Time zone support
Scheduler limitations
Permissions for scheduling flowcharts
Scheduler run parameters
Overriding the default parameters for Campaign flowchart runs
Creating schedules
To create a flowchart schedule using default parameters
To create a flowchart schedule by overriding the default parameters
To set up throttling
Create or edit a schedule window reference
Override Flowchart Parameters window reference
Managing schedules
Scheduler management window reference
Enabling single sign-on between IBM® Unica Marketing and IBM® Coremetrics® Web Analytics
To set up single sign-on between IBM® Unica Marketing and IBM® Coremetrics® using automatic user account creation
To set up single sign-on between IBM® Unica Marketing and IBM® Coremetrics® using manual user account creation
To configure your web application server for single sign-on between IBM® Coremetrics® and IBM® Unica Marketing
Integrating with an LDAP server
Active Directory integration features
Active Directory integration prerequisites
How to integrate IBM® Unica Marketing with Windows™ Active Directory
Configuration process checklist (Active Directory integration)
Obtain required information
About Distinguished Names
Plan group membership and mapping
Store directory server credentials in the Marketing Platform
Configure integration in IBM® Unica Marketing
To set connection properties
To set LDAP synchronization properties
To set user attributes map properties
To map LDAP groups to IBM® Unica® groups
Test synchronization
To force synchronization of external users
Set up an Active Directory user with PlatformAdminRole permissions
Set security mode to Windows Integrated Login
Assign roles to mapped groups
Restart the web application server
Configure browsers
Test login as an Active Directory user
Integrating with an LDAP server
LDAP integration features
LDAP integration prerequisites
How to integrate IBM® Unica Marketing with an LDAP server
Configuration process checklist (LDAP integration)
Obtain required information
About Distinguished Names
Plan group membership and mapping
Store directory server credentials in the Marketing Platform
Configure integration in IBM® Unica Marketing
To set connection properties
To set LDAP synchronization properties
To set user attributes map properties
To map LDAP groups to IBM® Unica® groups
Test synchronization
To force synchronization of external users
Set security mode to LDAP
Assign roles to mapped groups
Restart the web application server
Test login as an LDAP user
About integrating with web access control platforms
SiteMinder integration prerequisites
Tivoli Access Manager integration prerequisites
How to integrate IBM® Unica Marketing with a web access control platform
Configuration process checklist (Web access control integration)
Perform LDAP integration
Configure web access control integration in IBM® Unica Marketing
Restart the web application server
Test web access control synchronization and IBM® Unica Marketing login
What is one-way SSL?
About SSL certificates
Client and server roles in IBM® Unica Marketing
Understanding SSL in IBM® Unica Marketing
How to implement SSL in IBM® Unica Marketing
Configuration process checklist (SSL)
Obtain or create certificates
How to create self-signed certificates
To create a certificate for C++ IBM® Unica Marketing components
To create a certificate for Java IBM® Unica Marketing components
How to obtain signed certificates
Configure your web application servers for SSL
Configure IBM® Unica Marketing for SSL
To configure SSL in the Marketing Platform
To configure SSL in the Marketing Platform with LDAP integration
To configure SSL in the Marketing Platform with data filters
To configure SSL in Interaction History
To configure SSL in Attribution Modeler
To configure SSL in Marketing Operations
To configure SSL in Campaign
To configure SSL in Optimize
To configure SSL in Interact
To configure SSL in Distributed Marketing
To configure SSL in Reports
To configure SSL in PredictiveInsight
To configure SSL in NetInsight
Verify your SSL configuration
Useful links for SSL
About data filters
About setting up data filters
Data filter associations to restrict user access
Data filter concepts
Two ways to create data filters: automatic generation and manual specification
How to set up data filters using manual specification
Configuration process checklist (manual specification of data filters)
Install Marketing Platform
Plan your data filter criteria (manual generation)
Obtain required information (manual specification)
Create the XML to specify data filters (manual specification)
Populate the data filter system tables
Assign users and groups to data filters
Data filter XML reference (manual specification)
About the IDs in the XML
AddDataConfiguration | dataConfiguration
AddLogicalFields | logicalFields | LogicalField
AddDataTable | dataTable
AddDataTable | dataTable | fields | TableField
AddDataFilters | dataFilters | DataFilter
AddDataFilters | dataFilters | DataFilter | fieldConstraints | FieldConstraint
AddAudience | audience
AddAudience | audience | fields | AudienceField
addAudienceTableAssociations | addAudienceTableAssociation | audienceTableAssociation
Example: Manually specifying data filters
How to set up data filters using automatic specification
Configuration process checklist (automatic generation of data filters)
Install Marketing Platform
Plan your data filter criteria (automatic generation)
Obtain the JDBC driver for your database
Obtain required information (automatic generation)
Create the XML to specify data filters (automatic generation)
Populate the data filter system tables
Assign users and groups to data filters
Data filter XML reference (automatic generation)
About the IDs in the XML
AddDataConfiguration | dataConfiguration
AddLogicalFields | logicalFields | LogicalField
GenerateDataFilters
GenerateDataFilters | fixedFields | FixedField
GenerateDataFilters | profileField | ProfileField
AddDataTable | dataTable
AddDataTable | dataTable | fields | TableField
AddAudience | audience
AddAudience | audience | fields | AudienceField
addAudienceTableAssociations | addAudienceTableAssociation | audienceTableAssociation
AddDataFilters | dataFilters | DataFilter
AddDataFilters | dataFilters | DataFilter | fieldConstraints | FieldConstraint
Example: Automatically generating a set of data filters
How to add data filters after the initial set has been created
About managing data filters
Restricting data access through user and group assignments
About advanced search
Managing data filter assignments
To view assigned data filters
To assign users and groups to data filters
To remove data filter assignments
About system and security logs
About the system log
Configuring the system log
Configuration process checklist (automatic generation of data filters)
Configuration process checklist (manual specification of data filters)
Configuration process checklist (Active Directory integration)
Configuration process checklist (LDAP integration)
Configuration process checklist (Web access control integration)
Configuration process checklist (SSL)
About Marketing Platform utilities
Running Marketing Platform utilities on additional machines
To set up Marketing Platform utilities on additional machines
Reference: Marketing Platform utilities
The configTool utility
The datafilteringScriptTool utility
The encryptPasswords utility
The partitionTool utility
The populateDb utility
The restoreAccess utility
The scheduler_console_client utility
About Marketing Platform SQL scripts
Reference: Marketing Platform SQL scripts
Removing all data (ManagerSchema_DeleteAll.sql)
Removing data filters only (ManagerSchema_PurgeDataFiltering.sql)
Removing system tables (ManagerSchema_DropAll.sql)
Creating system tables
IBM® Unica Marketing configuration properties
Marketing Platform configuration properties
General | Navigation
General | Data filtering
General | Password settings
General | Miscellaneous
Platform
Platform | Scheduler
Platform | Scheduler | Recurrence definitions
Platform | Scheduler | Schedule registrations | Campaign | [Object type]
Platform | Scheduler | Schedule registrations | Campaign | [Object type] | [Throttling group]
Platform | Security
Platform | Security | Login method details | Windows™ integrated login
Platform | Security | Login method details | LDAP
Platform | Security | Login method details | Web access control
Platform | Security | Login method details | LDAP synchronization
Platform | Security | Login method details | LDAP synchronization | LDAP reference to Unica group map
IBM® Coremetrics® configuration properties
Coremetrics®
Coremetrics® | Integration | partitions | partition[n]
Interaction History Configuration Properties
Interaction History
Interaction History | navigation
Interaction History | partitions | partition[n] | datasource
Interaction History | partitions | partition[n] | configuration
Interaction History | partitions | partition[n] | CoreMetrics
Interaction History | partitions | partition[n] | CampaignAndInteract
Interaction History | partitions | partition[n] | eMessage
Interaction History | partitions | partition[n] | Reports
Attribution Modeler configuration properties
Attribution Modeler | navigation
AttributionModeler | AMListener
AttributionModeler | paritions | partition[n] | AMFields
Attribution Modeler | partitions | partition[n]
Attribution Modeler | partitions | partition[n] | dataSources
AttributionModeler | partitions | partition[n] | server | encoding
AttributionModeler | partitions | partition[n] | server | logging
Attribution Modeler | partitions | partition[n] | AdvancedOptions
Reporting configuration properties
Reports | Integrations | Cognos® [version]
Reports | Schemas | [product] | [schema name] | SQL Configuration
Reports | Schemas | Campaign
Reports | Schemas | Campaign | Offer Performance
Reports | Schemas | Campaign | [schema name] | Columns | [Contact Metric]
Reports | Schemas | Campaign | [schema name] | Columns | [Response Metric]
Reports | Schemas | Campaign | Performance
Reports | Schemas | Campaign | Offer Response Breakout
Reports | Schemas | Campaign | Offer Response Breakout | [Response Type]
Reports | Schemas | Campaign | Campaign Offer Contact Status Breakout
Reports | Schemas | Campaign | Campaign Offer Contact Status Breakout | [Contact Status Code]
Reports | Schemas | Campaign | Custom Attributes | Columns | [Campaign Custom Column]
Reports | Schemas | Campaign | Custom Attributes | Columns | [Offer Custom Column]
Reports | Schemas | Campaign | Custom Attributes | Columns | [Cell Custom Column]
Reports | Schemas | Interact
Reports | Schemas | Interact | Interact Performance
Reports | Schemas | eMessage
Marketing Operations configuration properties
Marketing Operations
Marketing Operations | Navigation
Marketing Operations | About
Marketing Operations | umoConfiguration
Marketing Operations | umoConfiguration | templates
Marketing Operations | umoConfiguration | attachmentFolders
Marketing Operations | umoConfiguration| email
Marketing Operations | umoConfiguration | markup
Marketing Operations | umoConfigurations | grid
Marketing Operations | umoConfiguration | workflow
Marketing Operations | umoConfiguration | integrationServices
Marketing Operations | umoConfiguration | campaignIntegration
Marketing Operations | umoConfiguration | reports
Marketing Operations | umoConfiguration | invoiceRollup
Marketing Operations | umoConfiguration | database
Marketing Operations | umoConfiguration | listingPages
Marketing Operations | umoConfiguration | objectCodeLocking
Marketing Operations | umoConfiguration | thumbnailGeneration
Marketing Operations | umoConfiguration | notifications
Marketing Operations | umoConfiguration | notifications | email
Marketing Operations | umoConfiguration | notifications | project
Marketing Operations | umoConfiguration | notifications | projectRequest
Marketing Operations | umoConfiguration | notifications | program
Marketing Operations | umoConfiguration | notifications | marketingObject
Marketing Operations | umoConfiguration | notifications | approval
Marketing Operations | umoConfiguration | notifications | asset
Marketing Operations | umoConfiguration | notifications | invoice
Campaign configuration properties
Campaign
Campaign | Collaborate
Campaign | navigation
Campaign | caching
Campaign | partitions
Campaign | partitions | partition[n] | eMessage
Campaign | partitions | partition[n] | reports
Campaign | partition[n] | validation
Campaign | partitions | partition[n] | audienceLevels | audienceLevel
Campaign | partitions | partition[n] | audienceLevels | audienceLevel | field[n]
Campaign | Partitions | partition[n] | dataSources
Campaign | partitions | partition[n] | systemTableMapping
Campaign | partitions | partition[n] | server | systemCodes
Campaign | partitions | partition[n] | server | encoding
Campaign | partitions | partition[n] | server | timeout
Campaign | partitions | partition[n] | server | collaborate
Campaign | partitions | partition[n] | server | permissions
Campaign | partitions | partition[n] | server | flowchartConfig
Campaign | partitions | partition[n] | server | flowchartSave
Campaign | partitions | partition[n] | server | dataProcessing
Campaign | partitions | partition[n] | server | optimization
Campaign | partitions | partition[n] | server | logging
Campaign | partitions | partition[n] | server | flowchartRun
Campaign | partitions | partition[n] | server | profile
Campaign | partitions | partition[n] | server | internal
Campaign | partitions | partition[n] | server | fileDialog
Campaign | partitions | partition[n] | offerCodeGenerator
Campaign | monitoring
Campaign | ProductReindex
Campaign | unicaACListener
Campaign | server
Campaign | logging
eMessage configuration properties
eMessage | serverComponentsAndLocations | hostedServices
eMessage | partitions | partition[n] | hostedAccountInfo
eMessage | partitions | partition[n] | dataSources | systemTables
eMessage | partitions | partition[n] | recipientListUploader
eMessage | partitions | partition[n] | responseContactTracker
Interact configuration properties
Interact runtime environment configuration properties
Interact | general
Interact | general | learningTablesDataSource
Interact | general | prodUserDataSource
Interact | general | systemTablesDataSource
Interact | general | systemTablesDataSource | loaderProperties
Interact | general | testRunDataSource
Interact | general | idsByType
Interact | general | contactAndResponseHistoryDataSource
Interact | flowchart
Interact | flowchart | ExternalCallouts | [ExternalCalloutName]
Interact | flowchart | ExternalCallouts | [ExternalCalloutName] | Parameter Data | [parameterName]
Interact | monitoring
Interact | profile
Interact | profile | Audience Levels | [AudienceLevelName]
Interact | offerserving
Interact | offerserving | Built-in Learning Config
Interact | offerserving | External Learning Config
Interact | offerserving | External Learning Config | Parameter Data | [parameterName]
Interact | services
Interact | services | contactHist
Interact | services | contactHist | cache
Interact | services | contactHist | fileCache
Interact | services | defaultedStats
Interact | services | defaultedStats | cache
Interact | services | eligOpsStats
Interact | services | eligOpsStats | cache
Interact | services | eventActivity
Interact | services | eventActivity | cache
Interact | services | customLogger
Interact | services | customLogger | cache
Interact | services | responseHist
Interact | services | responseHist | cache
Interact | services | responseHist | fileCache
Interact | services | crossSessionResponse
Interact | services | crossSessionResponse | cache
Interact | services | crossSessionResponse | OverridePerAudience | [AudienceLevel] | TrackingCodes | byTreatmentCode
Interact | services | crossSessionResponse | OverridePerAudience | [AudienceLevel] | TrackingCodes | byOfferCode
Interact | services | crossSessionResponse | OverridePerAudience | [AudienceLevel] | TrackingCodes | byAlternateCode
Interact | services | threadManagement | contactAndResponseHist
Interact | services | threadManagement | allOtherServices
Interact | services | threadManagement | flushCacheToDB
Interact | sessionManagement
Interact design environment configuration properties
Campaign | partitions | partition[n] | reports
Campaign | partitions | partition[n] | Interact | contactAndResponseHistTracking
Campaign | partitions | partition[n] | Interact | contactAndResponseHistTracking | runtimeDataSources | [runtimeDataSource]
Campaign | partitions | partition[n] | Interact | contactAndResponseHistTracking | contactTypeMappings
Campaign | partitions | partition[n] | Interact | contactAndResponseHistTracking | responseTypeMappings
Campaign | partitions | partition[n] | Interact | report
Campaign | partitions | partition[n] | Interact | learning
Campaign | partitions | partition[n] | Interact | learning | learningAttributes | [learningAttribute]
Campaign | partitions | partition[n] | Interact | deployment
Campaign | partitions | partition[n] | Interact | serverGroups | [serverGroup]
Campaign | partitions | partition[n] | Interact | serverGroups | [serverGroup] | instanceURLs | [instanceURL]
Campaign | partitions | partition[n] | Interact | flowchart
Campaign | partitions | partition[n] | Interact | whiteList | [AudienceLevel] | DefaultOffers
Campaign | partitions | partition[n] | Interact | whiteList | [AudienceLevel] | ScoreOverride
Campaign | partitions | partition[n] | server | internal
Campaign | monitoring
Optimize configuration properties
Campaign | unicaACOListener
Campaign | partitions | partition[n] | Optimize | sessionRunMonitor
Campaign | partitions | partition[n] | Optimize | MemoryTuning
Campaign | partitions | partition[n] | Optimize | userTemplateTables
Campaign | partitions | partition[n] | Optimize | AlgorithmTuning
Campaign | partitions | partition[n] | Optimize | Debug
Campaign | partitions | partition[n] | Optimize | logging
Campaign | unicaACOOptAdmin
Distributed Marketing configuration properties
Navigation
Configuration Settings
Attachments
Attachment Folders
Campaign Integration
Datasource
Flowchart
History
Listing Pages
List Manager
Lookup Cleanup
Notifications
Email
Project
System Task
Performance
Readonly Lookup Tables
Reports
Siblings
Templates
Workflow
Introduction
Global report styles
Report page styles
List report styles
Crosstab report styles
Chart styles
Dashboard report styles
Campaign reports and reporting schemas
eMessage Reports and Reporting Schemas
Interact Reports and Reporting Schemas
About re-branding the IBM® Unica® frameset
To prepare your corporate theme
To apply your corporate theme
Gestione dei filtri di dati
Proprietà di configurazione di IBM® Unica Marketing
Gestione delle configurazioni
Gestione dell'accesso all'applicazione
Gestione dei gruppi interni
Gestione degli account utente interni
Gestione dei filtri di dati
Gestione delle pianificazioni
Creazione e gestione di dashboard
Generatore SQL dei report
Pagina di configurazione di Cognos
Schema di reporting di Campaign: Prestazioni offerta
Schema di reporting di Campaign: Breakout delle risposte all'offerta
Schema di reporting di Campaign: Prestazioni della campagna
Schema di reporting di Campaign: Attributi personalizzati campagna
Tipo di risposta dello schema di reporting
Schema di reporting: colonna campagna personalizzata
Schema di reporting: colonna cella personalizzata
Schema di reporting: colonna offerta personalizzata
Schema di reporting di Campaign: Metrica contatto
Schema di reporting di Campaign: Metrica risposte
Schema di reporting di Interact: Prestazioni di Interact
Proprietà di configurazione di Campaign
Proprietà di configurazione di Interact
Proprietà di configurazione di eMessage
Proprietà di configurazione di Marketing Operations
Proprietà di configurazione di Marketing Platform
Proprietà di configurazione di Attribution Modeler
Proprietà di configurazione di Interaction History
Note
Notices
Trademarks
Note
This edition applies to version 8, release 6, modification 0 of IBM® Unica® Marketing Platform and to all subsequent releases and modifications until otherwise indicated in new editions.
Contacting IBM® Unica® technical support
Notices
Trademarks