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Unica Plan
System Requirements
Installation Guide
An installation of HCL Unica products is complete when you install, configure, and deploy the HCL Unica products . The Installation Guide provides detailed information about installing, configuring, and deploying the products.
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
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.
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
Unica Plan is a tool for enterprise planning, collaboration, and workflow that provides a complete solution for the needs of marketers. You can use Unica Plan to get a comprehensive and holistic view of all marketing projects across your company.
Common tasks
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 are the child-objects of Plans. Programs can contain multiple projects to organize work for your organization.
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.
To help you complete different workflow-related efforts, the Workflow tab offers different view modes and an edit mode.
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
In Unica Plan, you assign work to teams or individual users.
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.
A grid is a spreadsheet-like presentation of data. Grids allow Unica Plan 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. Marketing objects can represent physical items (such as a letter 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
Unica Plan provides centralized management, secure storage, and web-based access for digital assets.
In Unica Plan, 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. Unica Plan tracks budgets of child programs and projects in the form of allocations, forecasted or committed spending, and actual expenses.
In Unica Plan, you can view all changes that were made to an invoice, including the time and date of the changes and the type of changes made.
A top-level Unica Plan account represents a corporate account that is established by a finance department for tracking and controlling expenditures and cash flows for specific areas of the business. Accounts can have subaccounts.
Metrics are used for management reports and analysis. View metrics on the Tracking tab for plans, programs, and projects.
By default, Unica Plan provides a set of predefined reports and dashboard components. The Unica Plan reports package provides additional example reports and dashboard report components that are created in IBM® Cognos®, a separate business intelligence application.
You can perform simple and advanced searches in Unica Plan.
Alerts and the message board
You can use alerts and the message board both to communicate information to other users of Unica Plan. Alerts and the message board are available for plans, programs, projects, requests, assets, accounts, approvals, invoices, tasks, teams, and marketing objects.
Reading a message on the message board
You can read messages that were previously posted to the message board, if you have permission to view that object. Messages can be posted for plans, programs, projects, assets, accounts, approvals, or invoices.
Checklists and To-dos
Checklists are independent of other features of Plan and you can use checklists to maintain lists of to-dos for yourself or any other user.
Unica Plan Integration Services combines the Unica Plan Integration Webservice, SOAP API procedures, and triggers to extend business capabilities.
What is Plan Integration Services?
Unica Plan Integration Services combines the Unica Plan Integration Webservice, SOAP API procedures, and triggers to extend business capabilities.
About Plan Integration Webservice
The webservice provides a client view of the Unica Plan Integration Services, which is part of the deployment of the Unica Plan server. The service is used concurrently with Unica Plan web users.
Plan procedures
A "procedure" is a custom or standard Java™ class hosted by Unica Plan that does some unit of work. Procedures provide a way for customers and Professional Services to extend business logic in arbitrary ways.
About the Plan API
The Unica Plan SOAP API is a façade that provides a client view of a running Unica Plan instance.
System Schema
Use the Unica Plan REST API to manipulate projects, program,s users, teams, tasks, approvals, assets, and so on.
You can migrate offer management capabilities of Unica Plan to Unica Centralized Offer Management.
Benefits of Unica Centralized Offer Management
The benefits of Unica Centralized Offer Management's offer management capabilities are as follows:
Things to know before switching to Unica Centralized Offer Management
Only published templates, published folders, published offers, and published offer lists will be available in Centralized Offer Management. Even in case of attributes, only the attributes associated with published templates will be available in Centralized Offer Management. Only the last published state of data from Plan will be available in Centralized Offer Management. Unpublished updates made in published data will not be availabe in Centralized Offer Management.
Steps to Migrate from Plan's Offer Management to Centralized Offer Management
You can migrate from Plan's offer mangement to offers to Centralized Offer Management, and also migrate offers history and offer lists history. Before starting the migration process, ensure that the following prerequisites are met:
Licensing Overview
What User Needs To Do?
HCL Unica customers will get a HCL License portal URL and login credentials via email. This portal will have the license entitlements allotted as per the purchase done by the customer. The customer needs to follow below mentioned steps to complete the registration process and configure the devices for HCL Unica products.
HCL License Portal
The license portal provides both Software distribution and management of your Software entitlements purchased from HCL Products and Platforms. The portal provides you with control and flexibility on how to consume your licenses. Typically, an organization will have someone identified as a License Manager that has familiarity with the language of Licenses, and you may wish to add them as a user. If not, you will find these instructions sufficient to begin using your HCL Software.
Flexnet License Server
License Models Supported with HCL Unica
HCL Unica products supports below license models.
License Configuration
User will need to configure the license with HCL Unica products before start using, when users access the Unica Platform login URL – it will get redirected to the license configuration page. The user needs to configure the license details on this page. Unica Platform will validate the license and on a successful license, the configuration user will be redirected to the Unica Marketing Platform login screen. There are two radio buttons on the License configuration screen Flexnet and Platform. Flexnet button will connect to Flexnet to consume the license and Platform option is for Master slave configuration. Slave platform will consume the license from the Master platform, so for slave platform user needs to click on the Platform radio button and enter the master platform url and credentials. Once this is done, slave platform will start consuming license from the Master platform, which in turn will consume license from Flexnet.
Logging for Licensing
Detail logging for license server connection, updates, expiry, etc. is logged in Unica Platform log file present under <PLATFORM_HOME>/logs/platform.log. Users will get warning, error, and info type messages related to licensing.
Executive Summary
HCL Marketing Software Support in the GDPR Context
HCL Marketing Software provides GDPR support for the following Marketing Software products:
Plan - GDPR – General Technical Aspect of The Right of Erasure
Unica Plan out-of-the-box only stores name, email address, phone numbers, locale, and time zone of users. It gets this information from Unica Platform and so this data must be deleted from Platform records first and then a user synchronization must be run in Unica Plan.
Procedure: High Level