Unica 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.

About this task

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


  1. Install Unica Plan.
  2. Configure Unica Plan.

    For more information about installing and configuring Unica Plan, see the Unica Plan 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.