Steps to Migrate to Unica Centralized Offer Management

The following are the prerequisites before starting the migration process:

Before you begin

  • Install Unica Centralized Offer Management.
  • Ensure that you have OfferAdmin and PlanAdmin privileges and permission required to update all the offer templates in Unica Centralized Offer Management.
  • In Unica Plan, if you are using reverse proxy or web access management software (ISAM, Siteminder, etc), populate serverURLInternal with the direct internal URL of Unica Centralized Offer Management. For example, serverURLInternal= http://<hostname>:<port>/Offer.


  1. Configuration changes
  2. Migration utility
  3. Review roles, permissions, and configurations