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Unica Plan
System requirements and compatibility
New features
Unica Plan 12.1 includes the following new features.
Fixed defects
The following defects are fixed in Unica Plan version 12.1.
Known issues
This table contains known issues in Unica Plan version 12.1.
Known limitations
This table contains known limitations in Unica Plan version 12.1.
System Requirements
An installation of HCL Unica products is complete when you install, configure, and deploy the HCL Unica products . The Installation Guide provides detailed information about installing, configuring, and deploying the products.
Installation overview
An installation of HCL Unica products is complete when you install, configure, and deploy the HCL Unica products . The Installation Guide provides detailed information about installing, configuring, and deploying the products.
Planning the Unica Plan installation
When you plan your Unica Plan installation, ensure that you have set up your system correctly, and that you have configured your environment to deal with any failures.
Preparing the data sources for Plan
You can use the Unica Plan worksheet to enter the information that is required when you install Unica Plan.
Installing Unica Plan
You must run the Unica installer to start the installation of Plan. The Unica installer starts the product installer during the installation process. Make sure that the Unica installer and the product installer are saved at the same location.
Configuring Plan before deployment
Complete the configuration tasks before you deploy the web application.
Deploying Plan
There are general guidelines for deploying Unica Plan on WebSphere® and WebLogic.
Configuring Plan after deployment
After you deploy and start the Unica Plan application, log in and verify the installation. There are some basic configuration steps such as configuring the system user and a test user, setting up email and markup.
Installing reports
Unica Plan supports integration with both IBM Cognos and Unica Insights.
Installing Plan in a cluster
You can install Plan in a cluster by completing additional tasks while installing Plan.
Uninstalling Unica Plan
Run the Unica Plan uninstaller to uninstall Unica Plan. When you run the 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 Unica Platform system tables. You can use the configTool utility to import and export configuration settings to and from the system tables.
Unica Plan configuration properties
This section describes the Unica Plan configuration properties on the Settings > Configuration page. For more details on the configuration properties, see the Plan Administrator Guide.
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
Overview
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
Plan interface customization options
Unica Plan offers options for customizing the user interface. You can customize or rebrand the Unica Plan interface to match your organization's needs.
Marketing object types
Marketing objects are the work products that a team develops and reuses in the course of marketing activities. In addition to a set of standard marketing object types that is supplied with Unica Plan, you can create custom marketing object types.
Project and request deactivation
After your organization uses Unica Plan for some time, the user interface can become cluttered with out-dated or unwanted projects and requests. You can deactivate projects and requests to reduce clutter and simplify searches.
Plan reports
Unica Plan provides a set of default reports and dashboard report components. The Unica Plan reports package provides extra reports and dashboard report components, which are created in IBM® Cognos®, a separate business intelligence application.
Template Basics
A template for a marketing object type, such as a plan, program, or project, defines the information that your organization wants to capture about the object. Then, you use templates to create object instances. If you have the Financial Management module installed, an invoice template defines the information that your organization wants to capture in invoices.
Adding or editing templates
After you identify the template components that you need, you can create the template. You need to build components before assembling them in the template.
Program and project templates
Program and project templates have additional tabs that customize the object instances that are made from the template.
About forms
A form is a collection of attribute fields that gather information about an object.
About attributes
An attribute defines a piece of information that you want to gather from a user. For example, the information can be text, integers, dates, or a choice from a predefined list. In Unica Plan, you define attributes to collect these different types of information, and then place them on forms. Then, you can add or more forms to templates as tabs. When users create items, they select a template. Each attribute that is included in the template corresponds to a field or other user interface control on the tabs that collect information.
About metrics
Metrics measure the performance of an object and are always numeric. Typical metrics include financial metrics, such as cost and revenue, and performance metrics, such as the number of contacts and the number of responses in a particular marketing campaign.
Multiple locale support
For organizations with Unica Plan users in multiple locales, you can translate the labels and text strings in the user interface for each locale.
About security
You configure security policies that grant users permission to access specific objects and features through assigned access roles.
Setting up alerts
Alerts are notifications of important changes that users need to know about, or reminders about actions that they need to take.
About list definitions
The user interface of Unica PlanUnica Collaborate presents several list box controls that you can configure to provide a customized set of options.
Implementing project health rules
To help project owners and participants track the overall status of their projects, you configure the system to calculate project health.
Exporting and importing metadata
You can transfer data structures (metadata) between Unica Plan systems using the export and import features.
Setting up libraries for digital assets
Through the optional Digital Asset Management module, Unica Plan provides centralized management, secure storage, and web-based access for digital assets.
Setting up accounts
An account in Unica Plan represents a specific corporate General Ledger (GL) account that is established by a finance department to track and control expenditures and cash flows. Accounts are a feature of the optional Financial Management module.
About advanced topics
This chapter provides information about advanced customization options for the Unica Plan interface.
Unica Plan Rest API
The Unica Plan REST API is a façade that provides a client view of a running Unica Plan instance.
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
Introduction
Unica Plan is a tool for enterprise planning, collaboration, and workflow that provides a complete solution for the needs of marketers. You can use Unica Plan to get a comprehensive and holistic view of all marketing projects across your company.
Common tasks
Plans
Plans capture the objectives of a business unit or geographic area for a specific timeframe, such as a year or a quarter. A plan is the container for your marketing programs and projects.
Programs
Programs are the child-objects of Plans. Programs can contain multiple projects to organize work for your organization.
Projects
A project organizes all the information that is related to develop and run one or more related marketing initiatives. Projects contain general information, resources, and attachments for the marketing initiative. Projects also typically organize the people who work on the marketing initiative, including who completes which tasks, and the timeline to complete the tasks. Projects can also include budget information. Monitoring features ensure that everyone knows whether the project is completed on time.
Workflows
To help you complete different workflow-related efforts, the Workflow tab offers different view modes and an edit mode.
Approvals
An approval process streamlines the process of having your work reviewed and approved. Multiple users can review work in parallel or in an order that represents your business processes.
People and teams
In Unica Plan, you assign work to teams or individual users.
Calendar
Historically, organizations produced paper-based calendars and updated them with the latest information. The calendar feature provides marketing groups with electronic means to view and update calendar data.
Grids
A grid is a spreadsheet-like presentation of data. Grids allow Unica Plan users to store all campaign- and project-related data within the project.
Marketing objects
A marketing object is any work product a team develops and reuses in the course of its marketing activities. Marketing objects can represent physical items (such as a letter or banner ad) or a business component (such as a credit card offer, a target segment definition, or a rewards program definition).
Assets and asset libraries
Unica Plan provides centralized management, secure storage, and web-based access for digital assets.
Budgets
In Unica Plan, a budget coordinates expenses of plans, programs, and projects. After you establish the plan budget, you can fund linked programs, and ultimately projects, from it. Unica Plan tracks budgets of child programs and projects in the form of allocations, forecasted or committed spending, and actual expenses.
Invoices
In Unica Plan, you can view all changes that were made to an invoice, including the time and date of the changes and the type of changes made.
Accounts
A top-level Unica Plan account represents a corporate account that is established by a finance department for tracking and controlling expenditures and cash flows for specific areas of the business. Accounts can have subaccounts.
Metrics
Metrics are used for management reports and analysis. View metrics on the Tracking tab for plans, programs, and projects.
Reports
By default, Unica Plan provides a set of predefined reports and dashboard components. The Unica Plan reports package provides additional example reports and dashboard report components that are created in IBM® Cognos®, a separate business intelligence application.
Searches
You can perform simple and advanced searches in Unica Plan.
Alerts and the message board
You can use alerts and the message board both to communicate information to other users of Unica Plan. Alerts and the message board are available for plans, programs, projects, requests, assets, accounts, approvals, invoices, tasks, teams, and marketing objects.
Reading a message on the message board
You can read messages that were previously posted to the message board, if you have permission to view that object. Messages can be posted for plans, programs, projects, assets, accounts, approvals, or invoices.
Unica Plan Integration Services combines the Unica Plan Integration Webservice, SOAP API procedures, and triggers to extend business capabilities.
What is Plan Integration Services?
Unica Plan Integration Services combines the Unica Plan Integration Webservice, SOAP API procedures, and triggers to extend business capabilities.
About Plan Integration Webservice
The webservice provides a client view of the Unica Plan Integration Services, which is part of the deployment of the Unica Plan server. The service is used concurrently with Unica Plan web users.
Plan procedures
A "procedure" is a custom or standard Java™ class hosted by Unica Plan that does some unit of work. Procedures provide a way for customers and Professional Services to extend business logic in arbitrary ways.
About the Plan API
The Unica Plan SOAP API is a façade that provides a client view of a running Unica Plan instance.
System Schema
REST API Guide
Use the Unica Plan REST API to manipulate projects, program,s users, teams, tasks, approvals, assets, and so on.
Executive Summary
HCL Marketing Software Support in the GDPR Context
HCL Marketing Software provides GDPR support for the following Marketing Software products:
Plan - GDPR – General Technical Aspect of The Right of Erasure
Unica Plan out-of-the-box only stores name, email address, phone numbers, locale, and time zone of users. It gets this information from Unica Platform and so this data must be deleted from Platform records first and then a user synchronization must be run in Unica Plan.
Procedure: High Level
PDFs
Notices