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System Requirements and Compatibility
Unica Collaborate operates as part of the Unica suite of products. Unica Collaborate version 12.1 requires Unica Platform version 12.1 and Unica Campaign version 12.1.
New Features and Changes
Fixed Defects
Known Issues
This section lists known issues in Unica Collaborate version 12.1.
Known Limitations
This section lists known limitations in Unica Collaborate version 12.1.
An installation of Collaborate is complete when you install, configure, and deploy, install, and configure Collaborate. The Collaborate Installation Guide provides detailed information about installing, configuring, and deploying, installing, and configuring Collaborate.
Installation overview
An installation of Collaborate is complete when you install, configure, and deploy, install, and configure Collaborate. The Collaborate Installation Guide provides detailed information about installing, configuring, and deploying, installing, and configuring Collaborate.
Planning the Collaborate installation
When you plan your Collaborate installation, ensure that you have set up your system correctly, and that you have configured your environment to deal with any failures.
Preparing data sources for Unica Collaborate
You can use the Collaborate worksheet to enter the information that is required when you install Collaborate.
Installing Collaborate
You must run the HCL Unica installer to start the installation of Collaborate. The HCL Unica installer starts the Collaborate installer during the installation process. Make sure that the HCL Unica installer and the product installer are saved at the same location.
Configuring Unica Collaborate before deployment
Complete the configuration tasks before you deploy the web application.
Deploying the Collaborate web application
You can deploy the web application by either including Collaborate in an EAR file or by deploying the Collaborate WAR file.
Configuring Collaborate after deployment
After you deploy Collaborate, configure the Collaborate environment. Configuring environments completes the basic installation of Collaborate.
Setting up a web-app clustered environment for Collaborate
You can create a clustered environment in the IBM WebSphere Application Server to use within Unica Collaborate.
Uninstalling Collaborate
Run the Collaborate uninstallers to uninstall Collaborate. When you run the Collaborate uninstaller, the files that were created during the installation process are removed. For example, files such as configuration files, installer registry information, and user data are removed from the computer.
The configTool Utility
The properties and values on the Configuration page are stored in the Platform system tables. You can use the configTool utility to import and export configuration settings to and from the system tables.
System Requirements
Unica Collaborate provides marketing organizations with the ability to distribute the execution of centrally managed marketing campaigns throughout the enterprise.
Unica Collaborate
Unica Collaborate provides marketing organizations with the ability to distribute the execution of centrally managed marketing campaigns throughout the enterprise.
Customize Collaborate
You can customize the Collaborate interface to meet your needs. Customization settings are available in Collaborate when you click Settings or Settings > Collaborate Settings.
Administrative Settings page
When you select Settings > Collaborate Settings, the Administrative Settings page appears.
Security
You configure security policies that grant users permission to access specific objects and features through assigned access roles.
Templates
Templates are definitions of a List, On-demand Campaign, or Corporate Campaign that corporate and field marketers use to create new objects.
Working with Templates
To create and manage templates and template components, you use the Template Configuration page. Select Settings > Collaborate Settings. Then, click Template Configuration.
Form Editor
The Form Editor creates and edits template components. Forms capture information about the List, On-demand Campaign, or Corporate Campaign.
Workflows
To help you complete different workflow-related efforts, the Workflow tab offers different view modes and an edit mode.
Configuration properties in XML files
Configuration properties on the configuration page
This section describes the Collaborate configuration properties on the configuration page.
Java custom validation
Custom validation procedures provide a way for you to extend Collaborate in-built validation.
Administration Settings
Basic Settings page
Instance Options page
Calendar/Timeline Settings page
Security Policy Settings page
User Permissions page
Flowchart Run Monitoring page
Default Alert Subscriptions page
List Definitions screen
Template Definitions page
Form Definitions page
Data Mapping Definitions page
Icons page
Non-working Business Days page
Published Searches page
Corporate marketers develop templates for reusable campaign logic and lists of customer contacts.
Unica Collaborate
Unica Collaborate provides marketing organizations with the ability to distribute the execution of centrally managed marketing campaigns throughout the enterprise.
Customize Collaborate
You can customize the Collaborate interface to meet your needs. Customization settings are available in Collaborate when you click Settings or Settings > Collaborate Settings.
Corporate Campaigns
Corporate Campaigns are marketing campaigns that are planned, scheduled, and executed by a centralized marketing team.
Corporate Campaign tasks
The goal of a Corporate Campaign is to target customers that local field marketers approved.
Corporate Campaigns and field marketers
When a corporate marketer uses the Subscription task in the workflow for a Corporate Campaign, invited field marketers choose whether to subscribe to the Corporate Campaign.
Subscriptions
A subscription is the invitation to a field marketer to include their territory in a Corporate Campaign, or a wave of a multi-wave Corporate Campaign.
Workflows for Corporate Marketers
To help you complete different workflow-related efforts, the Workflow tab offers different view modes and an edit mode.
Flowcharts for Corporate Campaigns
For a Corporate Campaign, two flowcharts are typically run by corporate marketing through Campaign.
Working with Corporate Campaigns
This section contains common information about working with Lists, On-demand Campaigns, and Corporate Campaigns.
Alerts
Templates
Templates are definitions of a List, On-demand Campaign, or Corporate Campaign that corporate and field marketers use to create new objects.
Working with Templates
To create and manage templates and template components, you use the Template Configuration page. Select Settings > Collaborate Settings. Then, click Template Configuration.
Form Editor
The Form Editor creates and edits template components. Forms capture information about the List, On-demand Campaign, or Corporate Campaign.
Collaborate Reports
Managing flowcharts
Campaign flowcharts define the campaign logic. Each flowchart in a campaign performs a sequence of actions on data that is stored in your customer databases or flat files.
List of processes
About processes
User variables
Campaign supports user variables, which can be used during process configuration when creating queries and expressions.
Page Help
Corporate Campaigns page
Field marketers create and run local or regional marketing activities for a territory or line of products.
Unica Collaborate
Unica Collaborate provides marketing organizations with the ability to distribute the execution of centrally managed marketing campaigns throughout the enterprise.
Customize Collaborate
You can customize the Collaborate interface to meet your needs. Customization settings are available in Collaborate when you click Settings or Settings > Collaborate Settings.
Lists
A List is a group of contacts, and a field marketer can define criteria to include or exclude contacts from a List.
On-demand Campaigns
An On-demand Campaign is a marketing campaign that field marketers create and run on an as-needed basis.
Corporate Campaigns for Field Marketers
Corporate Campaigns are marketing campaigns that are planned, scheduled, and executed by a centralized marketing team.
Collaborate Reports
Workflows for Field Marketers
To help you complete different workflow-related efforts, the Workflow tab offers different view modes and an edit mode.
Working with Lists and On-demand Campaigns
This section contains common information about working with Lists, On-demand Campaigns, and Corporate Campaigns.
Alerts
On-demand Campaigns page
Upload Workflow page
Update Workflow page
Custom tab page
Lists page
Calendar page
My Active Subscriptions page
Home Page
Online Help Screen Name
Unica Collaborate provides marketing organizations with the ability to distribute the execution of centrally managed marketing campaigns throughout the enterprise.
Collaborate REST API
Use the Collaborate REST API to manipulate templates, folders, forms, Lists, and On-demand Campaigns.
GDPR support
The GDPR has been adopted by the European Union (“EU"). It establishes a stronger data protection regulatory framework for processing of personal data of individuals, impacts HCL and HCL's client contracts, policies and procedures when handling personal data.
PDFs