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Administrator Guide
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
Unica Plan Rest API
The Unica Plan REST API is a façade that provides a client view of a running Unica Plan instance.
Contents of the Unica Plan REST API
The com.unica.publicapi.plan.api package delivers the Unica Plan API.
REST API interfaces
The Unica Plan application programming interface (API) includes IPlanAPI, IRESTAPIClient, and IPlugin interfaces.

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.
- Unica Plan integrations
  Unica Plan offers integration with Unica Campaign, Unica Centralized Offer Management, and Unica Journey. Integration with Unica Centralized Offer Management is only used for migrating offer management capability from Unical Plan to Unica Centralized Offer Management.
- 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 Plan 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.
  - Contents of the Unica Plan REST API
    The com.unica.publicapi.plan.api package delivers the Unica Plan API.
    - REST API interfaces
      The Unica Plan application programming interface (API) includes IPlanAPI, IRESTAPIClient, and IPlugin interfaces.
      - REST API methods
        For specific information about the public API methods, refer to the iPlanAPI class in the API documentation files.
    - REST API exceptions
      The REST API only throws one exception, RestApiException.
    - REST API handles
      A handle is special URL object that references a particular object instance in an Unica Plan instance. Handles include the component type, internal data identifier, and an instance base URL.
    - REST API AttributeMap
      The AttributeMap class is a JSON map that contains only attributes. The attribute <Name> is the map entry key, and the attribute <values> array (note plural) is the map entry value.
  - Configuring the Unica Plan REST API in Unica Platform
    Use this information to configure the Unica Plan REST API in Unica Platform.
  - REST API reference documentation

REST API interfaces

The Unica Plan application programming interface (API) includes IPlanAPI, IRESTAPIClient, and IPlugin interfaces.

The Unica Plan API includes the following interfaces.

IPlanAPI: Defines the public API for Unica Plan. Provides methods for creating, discovering, and modifying objects, including folders, projects, programs, workflow tasks, and team members.; For systems that have the optional integration with Unica Campaign enabled, also provides methods for creating, discovering, and modifying offers.

IRESTAPIClient: Defines the public API for Unica Plan REST client stub. This client stub implements every REST API call supported by Unica Plan REST based APIs. This client stub is allows you to quickly develop code to call the Unica Plan REST APIs with JSON. The stub also has the code to connect and communicate with the desired Unica Plan server, given the host and port details.

IPlugin: Defines the generic interface that must be implemented by all plan plugins.

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