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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.
Overview
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
Administrative Settings page
When you select Settings > Unica Plan Settings, the Administrative Settings page appears.

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.
  - Administering Plan in a clustered environment
    If you are running Unica Plan in a clustered environment, do all system administration tasks on one instance.
  - About optional features
    Unica Plan offers several options that extend the core, out-of-box features. Your organization can integrate Unica Plan with other HCL products, or enable add-on modules.
  - For more information
    Different people in your organization use Unica Plan to accomplish different tasks. Information about Unica Plan is available in a set of guides, each of which is intended for use by team members with specific objectives and skill sets.
  - About managing users
    You create and manage users and user groups with features installed with theUnica Platform
  - Plan administration process overview
    After you install Unica Plan, the administrator must configure the product and build objects, such as lists definitions and templates, before users can start working.
  - Administrative Settings page
    When you select Settings > Unica Plan Settings, the Administrative Settings page appears.
  - Setting your timezone
    You can set your timezone so you see Unica Plan dates and times in the locale time. You customize your timezone in the Unica Platform user settings.
  - About system-wide non-work dates
    In Unica Plan, you can account for dates when, by default, no work is done on tasks. Unica Plan does not include non-work time in task duration calculations.
  - Triggers
    Triggers can perform powerful custom validations and both pre- and post-event processing. Use triggers to integrate the out-of-box processing capabilities of Unica Plan with custom business processes.
  - About publishing advanced searches
    To help users find objects efficiently, Unica Plan provides an advanced search feature. After users enter criteria for a search, they can provide an identifying name and save the search for future use. Administrators manage saved searches.
  - Viewing a list of locked objects
    Unica Plan includes a tool for viewing a list of the objects that are currently locked in the application.
  - Tuning the performance of Plan
    Unica Plan provides configuration properties that you can configure to increase system performance. To access these configuration properties, click Settings > Configuration > Unica Plan.
  - Configuring the markup feature
    Unica Plan provides markup tools for making comments on attachments. When Unica Plan users send approvals for review, approvers can place their comments directly in the electronic file, where they can be viewed by other users.
  - Configuring system logs
    To log configuration, debugging, and error information, Unica Plan uses the Apache log4j utility. To change the types of messages that this utility includes in the system log, you must change the value of the level property in the plan_log4j.xml file placed in the <Plan_Home>/conf/ location. The plan_log4j.xml file is referenced in the JVM system properites by the -Dlog4j2.configurationFile and -Dlog4.configurationFile. If you are using an XML file other than plan_log4j.xml in the properties -Dlog4j2.configurationFile and -Dlog4.configurationFile, then you must use the same file, instead of using the plan_log4j.xml file, for the earlier mentioned purpose
  - Integrating Unica Content Integration
    Unica Content Integration facilitates easy integration with Content Management Systems and enables searching content from the them.
- 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.

Administrative Settings page

When you select Settings > Unica Plan Settings, the Administrative Settings page appears.

User Personalization section

Table 1. Administrative settings: User Personalization section
Section	Description
User Personalization	Contains links for users to customize Unica Plan to view and receive information that is important to them. See the Unica Plan User's Guide for details.

System Administration Settings section

Table 2. System Administration Settings section: Restricted Options
Link	Description
Security Policy Settings	Contains links to all security policies defined in your system. See Creating a security policy for details.
User Permissions	Lists all users authorized to use Unica Plan, organized by the groups to which they are assigned. See Assigning security policy roles for details.
Synchronize Users	Synchronizes the users in Unica Plan with the users in the Unica Platform. See Synchronizing users for details. When you synchronize users in a clustered environment, any changes propagate to the other servers when they next synchronize with Unica Platform.
Synchronize Menus	Synchronize the menus in the Unica Platform with the menus defined in Unica Plan.

Table 3. System Administration Settings section: Accessible Options
Link	Description
Default Alert Subscriptions	Opens a page for setting up and editing default alert subscriptions for Unica Plan objects. See Set default alert subscriptions for details.

Table 4. System Administration Settings section: Root-Level Object Definitions
Link	Description
Account Definitions	Note: This link is only available for systems that use the Financial Management module for Unica Plan. Contains links for managing Unica Plan accounts.
Budget Line Item Columns	Opens a page for adding text columns to the Line Items Details tables on Budget tabs.
Asset Library Definitions	Contains links for managing asset libraries. See Setting up libraries for digital assets for details.

Table 5. System Administration Settings section: Project Options
Link	Description
Health status	Click to customize the user interface labels and colors that are associated with the four possible project health statuses. See Customizing labels and colors.
Health rules	Click to view and manage the rules that are used to calculate the health status score for projects. You can add, edit, and delete rules, and assign the rule to project templates. See Configuring project health status rules.
Recalculate Project Health	Click to manually initiate recalculation of health status scores for all projects. See Implementing project health rules.
Project Health Daily Mails	Available to all users with the Plan User or Plan Administrator security policy role. Click to subscribe or unsubscribe yourself from project health status notifications. These messages are triggered by the automated daily process only, and are not sent if this process does not run for any reason. For more information, see the Unica Plan > umoConfiguration > Scheduler > daily property in the Unica Plan Installation Guide.
IntraDay scheduler	Indicates the status of the batch process for periodically recalculating project health status scores. as ON or OFF. This setting can be either ON or OFF to indicate whether the IntraDay scheduler is running. For more information, see the Unica Plan > umoConfiguration > Scheduler > intraDay property in the Unica Plan Installation Guide.
Daily scheduler	Indicates the status of the daily batch process for calculating project health status scores. This setting can be either ON or OFF to indicate whether the Daily scheduler is running. For more information, see the Unica Plan > umoConfiguration > Scheduler > daily property in the Unica Plan Installation Guide.

Table 6. System Administration Settings section: Other Options
Link	Description
List Definitions	Contains links to the available lists where an administrator can populate or define list values. See Customizable lists for details.
Template Configuration	Contains links to features for working with templates and template components. See Building and managing templates for details. Note: In a clustered environment, you must shut down all but one server before you initiate any template configuration tasks.
Non-working Business Days	Opens a page for updating the set of system-wide non-work dates. See System-wide non-work dates for details.
Manage Published Searches	Opens a page for publishing searches saved by Unica Plan users. See Publishing advanced searches for details.
Marketing Object Type Settings	Opens a page where you can view and manage custom marketing object types for your system. See Custom marketing object types for details. Note: In a clustered environment, you must shut down all but one server before you complete any marketing object configuration tasks.
Trigger Bindings	Opens a page listing triggers defined in the system and details about how they are bound to procedures. See Triggers for details.
Customize Alerts	Opens a page where you can change the text for alerts for specified events. See Setting up alerts for details.
Plan Upgrade	Opens a page where you can select Unica Plan components to upgrade. See the Unica Plan Installation Guide for details.
Data Migration	Offers options to export and import metadata. See Exporting and importing metadata.
Out of Office-Automatic Addition of Delegate	Provides access to a system-wide setting for the out of office feature. When a user is out of the office, a delegate can be specified to cover tasks, approvals, and requests. This setting defines whether a user can select only another team member as a delegate, or any Unica Plan user. Set Enable Auto Addition of Delegate User to yes to add the delegate as a project team member if necessary when a task, approval, or request is assigned. Set Enable Auto Addition of Delegate User to no to require users to select only a user who is already a team member for all of the same projects as a delegate. You can override this setting for individual project templates. When the Out of Office settings are enabled, the current tasks that are ready to start are not automatically delegated to the user. The user who sets the Out of Office settings must manually delegate the ready to start tasks to the delegated user. For more information about the out of office feature, see the Unica Plan User's Guide.
Out of Office Users and Delegation Summary	Offers options to report information about team members who are out of the office. For more information, see Producing the Out of Office Users and Delegation Summary.
Associate Deny Reasons with Standalone Approvals	For stand-alone approvals, you can configure Unica Plan so that users who deny approval are required to select a reason from a predefined list. See Approval process and options.
Import Campaign Offers	Available only on systems that integrate Unica Plan with Unica Campaign and also enable optional offer integration. Enumerates the offers and offer templates, folders, and lists currently available in Unica Campaign. For more information about enabling offers, see Unica Plan and Unica Campaign Integration Guide.

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