Mapping a base record table to an existing database table

Map a new base record table to make data accessible to processes in flowcharts. You can map a new base record table to an existing database table.

Before you begin

Before you map a user table, ensure that the table uses only the data types that Unica Campaign supports.

Procedure

  1. Select Settings > Campaign settings, then click Manage table mappings.
    Note: If you are editing a flowchart: Either begin configuring a Select process or open the Admin menu and select Tables. When you access the table mapping wizard from a Select process, the Dimension table and General table options are not listed.
  2. In the Table mappings dialog, click Show user tables.
  3. Click New table.
  4. In the New table definition - Select the table type dialog, select Base record table and click Next.
  5. Select Map to existing table in selected database, select the data source name, then click Next.
  6. In the Source table list, select the existing table that you want to map.

    The tables are listed in alphabetical order by <owner>.<table_name>. If you do not see the table that you are looking for, check whether the data source is configured to filter specific table entries.

    The source fields in the table that you selected are mapped automatically to fields in the base record table that you are creating. To change the automatic mappings, select fields from the Source table fields list or the New table fields list, and use the Add >>, Remove <<, Move up, and Move down buttons, until the table is mapped as required.

    You can click on the Field name column heading in the New table fields section to automatically sort column names alphabetically in ascending (or descending) order.

  7. Click Next.
  8. Optionally, use the Unica Campaign Table name field to change the name that Unica Campaign will use for the base record table to a more user-friendly value. You can also optionally change the field names in the Unica Campaign Field name field.
  9. Click Next.
  10. Select an Audience level from the list. The Audience fields list is automatically populated with the fields required to define the selected audience level. You must use the Fields from this table field to match one or more fields in the new base table that correspond to each required key.
  11. If each unique audience ID appears no more than once in the current base table, check This audience level is normalized in this table.
    Setting this option correctly is important for correct configuration of options in an Audience process. If you don't know the correct setting, leave this option unchecked.
  12. Click Next.
  13. (Optional) On the Specify additional audience levels screen:
    1. Click Add if you want to specify one or more additional audience levels contained in the base record table. Adding additional audience levels allows users to use this table as a "switching table" to translate from one audience level to another using the Audience process in a flowchart.
    2. Use the Audience level and ID fields dialog to select an Audience level name. For example, select Household or Customer. For each field in the Audience fields list, use the Fields from this table field to select a corresponding field. In this way, you match appropriate field(s) from the base table to the corresponding key(s) in the audience level.
    3. If each unique audience ID appears at most once in the current base table, check This audience level is normalized in this table.
    4. Click OK.
    5. Repeat these steps for each audience level that you want to add for the base table.
  14. Click Next in the Specify additional audience levels dialog.
  15. If dimension tables exist in the current table catalog, the Specify relationship to dimension tables dialog opens:
    1. Check the box to the left of any dimension table that is related to the base record table you are creating.
    2. For each related dimension table, in the New table's key fields(s) to use list, select a field from the base table to match each listed key in the Dimension table's key field(s) list, then click Next.
  16. In the Specify the fields for which a stored list of values will be computed dialog: You can choose to pre-compute the distinct values and frequency counts for specific fields, or allow users to perform real-time profiling of data in the base record table.
  17. Click Finish.
  18. Click Close. You are prompted to save the table mappings to a catalog file. A table catalog is a collection of mapped user tables. Saving mappings to a catalog makes it easier to access them in the future.

Results

You have created a base record table based on an existing database table. The new base table is part of the current table catalog, which you can manage through the table manager.