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Insights Reports
Unica Insights Reports Installation and Configuration Guide
Upgrade Unica Insights reports

Insights Reports
- Unica Insights Reports Installation and Configuration Guide
  - Overview
  - Plan your Unica Insights reports installation
  - Install and configure Unica Insights reports
  - Upgrade Unica Insights reports
    - Upgrade from versions 12.0.0.0 or 12.0.0.1 to 12.1.0
    - Upgrade from version 12.1.0.0 to 12.1.0.1
      Deliver reports must work on version 12.1.0 base environment. You must take a backup of all reporting folders "Unica_home\Platform\Insights\Reports ". You must take the backup of Campaign and Platform database as well.
    - Upgrade from version 12.1.0.0 to version 12.1.0.3
    - Upgrade from version 12.1.0.3 to version 12.1.0.4
      To upgrade Unica Insights to version 12.1.0.4, you must have Unica Insights version 12.1.0.3 installed.
  - Configuring a user with the Reports System role
  - Creating JDBC data sources
  - Loading templates for the Reports SQL Generator
    The HCL Unica Insights reports use reporting schemas containing SQL scripts. These SQL scripts load template SQL select statements into the uar_common_sql table. The Reports SQL Generator uses the templates when it generates SQL scripts to create reporting views and tables.
  - SQL scripts by data source
  - Creating and populating reporting tables for Unica Campaign and Unica Deliver
  - Copy the Campaign and Deliver reports folder in Unica Insights directory
  - Creating views or materialized views for Unica Campaign and Unica Deliver only:
  - Copy the Plan report folder in Unica Insights directory
  - Copy the Collaborate report folder in Unica Insights directory
    Collaborate reports are supported from version 12.1.0.3 onwards.
  - Creating views or materialized views for Unica Interact only
  - Copy the Interact reports folder in Unica Insights directory
  - Creating and populating reporting tables
  - Setting up data synchronization
  - For Unica Deliver only: Stored procedures for delta processing
    Unica Deliver reports require staging tables that are associated with the Unica Deliver system tables. The system tables are part of the Unica Campaign schema. You must periodically run stored procedures to process message response data for use in Unica Deliver reports.
  - Update data source in Unica Insights report design files using Unica Insights utility
  - For Unica Deliver only: How to schedule and run stored procedures
    Unica Deliver reports use the data that is contained in staging tables, which are populated by stored procedures. The stored procedures perform a delta refresh operation. Run the stored procedures at least once per day. If you run the procedures more frequently, the delta refresh method prevents multiple concurrent runs.
  - How to configure Unica Insights to use HCL Unica authentication
  - Reporting schemas
    You must create reporting views to implement reporting for Unica Campaign, Unica Interact, and Unica Deliver. Reports can extract reportable data in the reporting views. The report packages for Unica Campaign, Unica Interact, and Unica Deliver include reporting schemas that the Reporting SQL Generator uses to produce SQL scripts that create reporting views.
  - Campaign reports and reporting schemas
  - Interact reports and reporting schemas
    The Interact Report Package reports are supported by HCL reporting schemas. You can customize the schemas to specify time periods, configure audience levels, and create extra performance reporting schemas.
  - Format of the Unica Insights Reports
  - Integrate new custom reports in Unica
    Unica Insights enables you to integrate newly created custom reports with Unica for Campaign, Deliver, Plan, and Interact products from version 12.1.0.3 onwards.
  - Unica Insights Reports Customization
    You can create new reports, and modify and customize existing Unica Insights reports.
  - Customization of existing Unica Insights Reports for Campaign
  - Customization of existing Unica Insights Reports for Interact
  - Known issues

Upgrade Unica Insights reports

The Unica Platform application allows you to upgrade Unica Insights reports. For more details, see the Unica Platform Upgrade Guide.

Upgrade from versions 12.0.0.0 or 12.0.0.1 to 12.1.0
Upgrade from version 12.1.0.0 to 12.1.0.1
Deliver reports must work on version 12.1.0 base environment. You must take a backup of all reporting folders "Unica_home\Platform\Insights\Reports ". You must take the backup of Campaign and Platform database as well.
Upgrade from version 12.1.0.0 to version 12.1.0.3
Upgrade from version 12.1.0.3 to version 12.1.0.4
To upgrade Unica Insights to version 12.1.0.4, you must have Unica Insights version 12.1.0.3 installed.

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