Configuration process checklist (manual specification of data filters)

Configuring data filters using the manual specification method is a multi-step process. The following procedure provides an overview of the process, which is described in detail elsewhere in this guide.

1.	Plan your data filter criteria (manual generation)

Decide what customer data you want to secure.

2.	Obtain required information (manual specification)

Gather the required database information, and, if you plan to use the data filters with an application in the Campaign family, the Campaign-related information.

3.	Create the XML to specify data filters (automatic generation)

Create the XML file that specified the customer data used as criteria in each data filter.

4.	Populate the data filter system tables

Run the datafilteringScriptToool utility, which uses your XML to populate the Marketing Platform system tables that are used for data filters.

5.	Assign users and groups to data filters

Use the IBM® EMM data filter user interface to perform searches for users, groups, and data filters and then select items from the search results and assign them.