Collaborate documentation and help

Collaborate provides documentation and help for users, administrators, and developers.

The following table describes the various tasks of Collaborate. The Documentation column contains names of documents where you can find more information about the tasks.

Table 1. Get up and running

This two-columned table describes the Collaborate installation or upgrade tasks in one column, and the corresponding documents in the second column.

Task Documentation

Find out about new features, known issues, and limitations

Collaborate Release Notes

Learn about the structure of the Collaborate system tables

Collaborate System Tables and Data Dictionary

Install or upgrade Collaborate

One of the following guides:
  • Collaborate Installation Guide
  • Collaborate Upgrade Guide
Implement the IBM® Cognos® reports provided by Unica Collaborate

Implement Unica Insights reports provided by Unica Collaborate

Cognos Reports Installation and Configuration Guide

Unica Insights Installation and Configuration Guide

The following tables describe administrative tasks in Collaborate. The Documentation column contains names of documents where you can find more information about the tasks.

Table 2. Configure and use Collaborate

This two-columned table describes the Collaborate administrative and user tasks in one column and the corresponding documents in the second column.

Task Documentation
  • Set up and configure the system for users
  • Adjust security settings
  • Map tables, define offer templates and custom attributes
  • Run utilities and perform maintenance
Unica Collaborate Administrator's Guide
  • Create and deploy marketing campaigns
  • Analyze campaign results

Unica Collaborate Corporate Marketer's Guide

Unica Collaborate Field Marketer's Guide

Use REST APIs Unica Collaborate REST APIs

The following tables contain information about online help and obtaining PDFs for Collaborate. The Instructions column describes how to open online help and access documentation for Collaborate.

Table 3. Getting help

This two-columned table contains information about how to start online help and access PDF documentation for the Collaborate. Second column contains instructions for the tasks.

Task Instructions
Open online help
  1. Choose Help > Help for this page to open a context-sensitive help topic.
  2. Click the Show navigation icon in the help window to display the full help.

You must have web access to view context-sensitive online help. Contact HCL Support for more information about accessing and installing Unica Knowledge Center locally for offline documentation.

Obtain PDFs
Use either of the following methods:
  • Choose Help > Product documentation to access Collaborate PDFs.
  • Choose Help > All HCL Unica suite documentation to access all available documentation.
Unica Knowledge Center To access the Unica Knowledge Center, choose Help > Support for this product.