HCL Marketing Operations administration process overview

After you install HCL® Marketing Operations, the administrator must configure the product and build objects, such as lists definitions and templates, before users can start working.

About this task

For best results, read the HCL Marketing Operations User's Guide to gain an understanding of the product before you set it up for users.

Procedure

  1. Install Marketing Operations.
  2. Configure Marketing Operations.

    For more information about installing and configuring Marketing Operations, see the HCL Marketing Operations Installation Guide.

  3. Create templates. See Template Basics.
  4. Set up a security policy and configure alerts. See Security and Setting up alerts.
  5. Set up assets. See Setting up libraries for digital assets.
  6. Set up list definitions. See List definitions.