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HCL Marketing Operations v9.1.1 documentation
Welcome to the HCL Marketing Operations v9.1.1 documentation, where you can find information about how to administer and use HCL Marketing Operations.
System requirements and compatibility
New features and changes in version 9.1.1
HCL® Marketing Operations 9.1.1 includes new features for mobile approvals, workflow template branching, deactivation of projects and requests, and creating custom column order on list pages. This release also introduces HCL Knowledge Center for documentation.
Fixed defects
The following defects are fixed in HCL® Marketing Operations version 9.1.1.
Known issues
This table contains known issues in HCL® Marketing Operations version 9.1.1.
Known limitations
This table contains known limitations in HCL® Marketing Operations version 9.1.1.
HCL® Marketing Operations Reports Package
HCL® Marketing Operations-Campaign Reports Package
With HCL® Marketing Operations, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
Introduction
HCL® Marketing Operations is a tool for enterprise planning, collaboration, and workflow that provides a complete solution for the needs of marketers. You can use Marketing Operations 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
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
The 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 HCL® Marketing Operations 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. A marketing object can represent a physical item (such as a letter, credit card, 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
Budgets
In HCL® Marketing Operations, 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. Marketing Operations tracks budgets of child programs and projects in the form of allocations, forecasted or committed spending, and actual expenses.
Invoices
About accounts
Metrics
Metrics are used for management reports and analysis. View metrics on the Tracking tab for plans, programs, and projects.
Reports
Searches
Alerts and the message board
Overview
With HCL® Marketing Operations, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
HCL Marketing Operations interface customization options
HCL® Marketing Operations offers options for customizing the user interface. You can customize or rebrand the Marketing Operations 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 HCL® Marketing Operations, you can create custom marketing object types.
After your organization uses HCL® Marketing Operations 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.
Marketing Operations reports
HCL® Marketing Operations provides a set of default reports and dashboard report components. The Marketing Operations 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
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 Marketing Operations, 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
Multiple locale support
For organizations with Marketing Operations users in multiple locales, you can translate the labels and text strings in the user interface for each locale.
About security
Setting up alerts
About list definitions
The user interface of HCL® Marketing OperationsDistributed Marketing presents several list box controls that you can configure to provide a customized set of options.
Implementing project health rules
Exporting and importing metadata
You can transfer data structures (metadata) between HCL® Marketing Operations systems using the export and import features.
Setting up libraries for digital assets
Setting up accounts
About advanced topics
Introduction to the integration
HCL® Marketing Operations and Campaign can be integrated so features from both products are more tightly coupled.
Campaign project template design
You can create as many campaign project templates as you want. For example, you might want to create a separate campaign project template for each type of campaign you run.
Creating a campaign in an integrated environment
The workflow for creating a campaign when Marketing Operations and Campaign are integrated consists of the following tasks.
Managing offers and offer templates in an integrated system
Creating a Target Cell Spreadsheet
You can create a Target Cell Spreadsheet by following these steps.
Disable and re-enable integration
Although it is possible to disable integration after you enable it, it is best to avoid this action if possible.
Configuration settings for integrated deployment
When Marketing Operations and Campaign are integrated, you use Marketing Operations to plan, create, and approve campaigns.
Managing offers when offer integration is enabled
In an integrated system, you access offers by selecting Operations > Offers (instead of Campaign > Offers), then complete tasks as you would in an unintegrated Campaign system.
Managing offer templates and attributes when offer integration is enabled
In an integrated system, you access offer templates from Marketing Operations Settings (instead of Campaign Settings).
Assigning offers and offer lists to cells when offer integration is enabled
In an integrated environment, use Marketing Operations to assign offers and offer lists to output cells in a Target Cell Spreadsheet (TCS®).
Completing the TCS®
Publishing the TCS®
Offer creation in an integrated system
This topic provides a high-level overview of the workflow for offer creation when offer integration is enabled.
What is HCL Marketing Operations Integration Services?
HCL® Marketing Operations Integration Services combines the Marketing Operations Integration Webservice, API procedures, and triggers to extend business capabilities.
About Marketing Operations Integration Webservice
The webservice provides a client view of the Marketing Operations Integration Services, which is part of the deployment of the HCL® Marketing Operations server. The service is used concurrently with Marketing Operations web users.
HCL Marketing Operations procedures
A "procedure" is a custom or standard Java™ class hosted by HCL® Marketing Operations that does some unit of work. Procedures provide a way for customers and HCL Professional Services to extend Marketing Operations business logic in arbitrary ways.
About the HCL Marketing Operations API
The HCL® Marketing Operations API is a façade that provides a client view of a running Marketing Operations instance.
Use the installation roadmap to quickly find the information that you need for installing Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM® SPSS® Modeler Advantage Enterprise Marketing Management Edition.
Installation overview
An installation of Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM® SPSS® Modeler Advantage Enterprise Marketing Management Edition is complete when you install, configure, and deployinstall and configure Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition. The Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition Installation Guide provides detailed information about installing, configuring, and deployinginstalling and configuring Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition.
Planing the CampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectionDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution Modeler installation
When you plan your Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM® SPSS® Modeler Advantage Enterprise Marketing Management Edition 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 HCL Marketing Operations
You can use the Marketing Operations worksheet to enter the information that is required when you install Marketing Operations.
Installing CampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectionDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerCampaign
You must run the IBM® EMM installer to start the installation of Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS® Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler. The IBM EMM installer starts the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler installers during the installation process. Make sure that the IBM EMM installer and the product installer are saved at the same location.
Configuring HCL Marketing Operations before deployment
Complete the configuration tasks before you deploy the web application.
Deploying HCL Marketing Operations
You can deploy the web application by either including the Marketing Operations in an EAR file or by deploying the WAR file.
Configuring HCL Marketing Operations after deployment
After you deploy and start the Marketing Operations 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
For the reporting feature, Marketing Operations integrates with IBM® Cognos®, a separate business intelligence application.
Installing HCL Marketing Operations in a cluster
You can install Marketing Operations in a cluster by completing additional tasks while installing Marketing Operations.
Uninstalling CampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectionDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution Modeler
Run the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM® SPSS® Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler uninstallers to uninstall Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler. When you run the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler uninstallers, 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 Marketing Platform system tables. You can use the configTool utility to import and export configuration settings to and from the system tables.
The configTool utility
An upgrade of Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM® SPSS® Modeler Advantage Enterprise Marketing Management Edition is complete when you upgrade, configure, and deployupgrade and configure Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition. The Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition Upgrade Guide provides detailed information about upgrading, configuring, and deployingupgrading and configuring Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition.
Upgrade Overview
An upgrade of Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM® SPSS® Modeler Advantage Enterprise Marketing Management Edition is complete when you upgrade, configure, and deployupgrade and configure Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition. The Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition Upgrade Guide provides detailed information about upgrading, configuring, and deployingupgrading and configuring Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition.
Planning Marketing Operations upgrade
For upgrading to Marketing Operations 9.1.1 version, you must check from which version you are upgrading. Upgrade scenarios are based on the current version of the Marketing Operations.
Upgrading Marketing Operations
To upgrade Marketing Operations, you back up your existing installation, ensure that Marketing Platform is upgraded and running, run the installer, restore any trigger procedures, deploy the upgraded applications, and then run some post-deployment processes.
Deploying HCL Marketing Operations
You can deploy the web application by either including the Marketing Operations in an EAR file or by deploying the WAR file.
Uninstalling CampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectionDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution Modeler
Run the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM® SPSS® Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler uninstallers to uninstall Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler. When you run the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler uninstallers, 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 Marketing Platform system tables. You can use the configTool utility to import and export configuration settings to and from the system tables.
HCL Marketing Operations configuration properties
Before you contact technical support
If you encounter a problem that you cannot resolve by consulting the documentation, your company's designated support contact can log a call with technical support. Use these guidelines to ensure that your problem is resolved efficiently and successfully.