New features and changes in version 10.0

APIs now available in REST

The HCL Marketing Operations REST API is a façade that provides a client view of a running Marketing Operations instance.

The API supports the following types of operations.

• Component creation and deletion
• Discovery (by component type, attribute value, and more values)
• Component inspection (through its attributes, specialized links, and more values)
• Component modification

The Marketing Operations REST APIs are externally exposed. Therefore, they do not require integration services the way that the Marketing Operations SOAP APIs requires the integration services.

Define suppression rules for real-time personalization directly in Marketing Operations

Use the Campaign and Marketing Operations integration to make offers available for real-time personalization, and define rules to supress offers that are no longer relevant for real-time personalization.

You can define offers Operations > Offers instead of defining offers in Campaign.

Mark attribute as visible based on other attributes

In an object instance (such as a plan, program, project, and so on), you can make an attribute visible based on what was selected for any combination of all the other single-select and/or single-select database drop-down attributes. You can use this feature to make forms much simpler to fill in, only containing the attributes for which the user needs to provide input based on everything else they have already filled in on the form.

To make attributes visible based on other attributes, you must define rules at the form level.

For example, you can configure a form rule to make the State attribute visible if the user selects United States from the Country attribute drop-down list.

Automatically populating start and stop dates when starting a task

Marketing Operations now calculates these dates for your task based on the status if you do not enter a start date, end date, or both.

New native markup scribble functionality

In Marketing Operations native markup, you can now draw a free-from "scribble," straight line, or arrow on the page. You can also add squares and ellipses with fill or no fill. You can select a color for all of these options with the scribble tool.

Project requestor can no longer change the request once any approval is done

You cannot change the request after the first reviewer approves the project request. If you need to change a request after the first reviewer approves the project, you should change the project status to draft and resubmit the project after you make your changes.

Add a custom milestone type to set a target and forecast dates

You can add a custom milestone type to set a target and forecast dates for all tasks in a workflow in a project template. To do this, create a milestone with code START. Then, create a project template. In the workflow of this template, assign one task with this milestone type. When you create and save a project with a target start date that uses this template, the task with the new milestone type copies the project start date as its own target start date as well as its forecast start date. These target and forecast dates are then rippled to all dependent tasks in the project.

Context-sensitive help for Configuration properties

When you view configuration properties under Settings > Configuration, you can choose Help > Help for this page to display context-sensitive help. For example, if you request help for the Campaign | caching page, you see a help topic that specifically describes all of the caching options. You must have an internet connection to use this feature.

EMM files and directories renamed to IMS

Files and folders that included "EMM" have been changed to IMS. For example, the default top-level directory is now C:\IBM\IMS and the names of the installers are IBM_Marketing_Software_Installer_10.0.0.0_linux.bin, IBM_Marketing_Software_Installer_10.0.0.0.sh, and IBM_Marketing_Software_Installer_10.0.0.0_win.exe.

New option during installation to create a system table data source connection in the web application server

You can allow the installer to create the connection to the Marketing Operations system tables in the web application server. To enable automatic data source creation during installation, on the Datasource Creation panel, select the Create Marketing Operations Datasource check box and supply information about your application server.

• The installer creates the data source using campaignPartition1DS OpDetectionDS collaborateds plands UnicaPlatformDS as the JNDI name.
• The installer creates the data source connection for one partition only. If you have multiple partitions, you must create additional connections manually.
• Note that, if you are using WebLogic, you must add the JDBC driver to your web application server classpath manually even if you allow the installer to create the data source. The installer does this automatically for WebSphere.
• The installer adds the JDBC driver to your web application server classpath automatically.