Installation prerequisites for the Integration Report Package
Before you can install the Unica Plan and Unica Campaign Integration Report Package, the following configuration steps must be completed.
- Reporting must be set up for Unica Campaign and Unica Platform. See the Reports Installation and Configuration Guide.
- Reporting must be set up for Unica Plan. See "Installing reports" in the Unica Plan Installation Guide.
- The integration of Unica Plan and Unica Campaign must be complete.
Additionally, for the sample reports from the Integration Report Package to work correctly, the following conditions must be met.
- The Unica Campaign system must have the standard custom Campaign attributes loaded.
- The Unica Plan system must have the sample templates loaded: most importantly, the sample Campaign Project template. Additionally, the Campaign Project template must use the corresponding sample Campaign Project metric file.
- The Financial Management module must be enabled on the Unica Plan system.
When these prerequisites are met, continue with the installation procedure.