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Installation Guides
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.
Configuring Plan after deployment
After you deploy and start the Unica Plan application, log in and verify the installation. There are some basic configuration steps such as configuring the system user and a test user, setting up email and markup.

Installation Guides
- 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.
  - Installation overview
    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.
  - Planning the Unica Plan installation
    When you plan your Unica Plan installation, ensure that you have set up your system correctly, and that you have configured your environment to deal with any failures.
  - Preparing the data sources for Plan
    You can use the Unica Plan worksheet to enter the information that is required when you install Unica Plan.
  - Installing Unica Plan
    You must run the Unica installer to start the installation of Plan. The Unica installer starts the product installer during the installation process. Make sure that the Unica installer and the product installer are saved at the same location.
  - Configuring Plan before deployment
    Complete the configuration tasks before you deploy the web application.
  - Deploying Plan
    There are general guidelines for deploying Unica Plan on WebSphere® and WebLogic.
  - Configuring Plan after deployment
    After you deploy and start the Unica Plan application, log in and verify the installation. There are some basic configuration steps such as configuring the system user and a test user, setting up email and markup.
    - Verifying your installation
      After you install Unica Platform, verify that the installation is successful. The installation is successful if you can see the name of the Unica product in the Configuration list on the Settings page after you log in to Unica.
    - Granting the asm_admin user access to Plan
      The default admin user (asm_admin) can access the Unica Plan configuration properties automatically. However, there are no default users with access to the Unica Plan application until you configure them.
    - Optional: Configure the markup option
      Unica Plan provides markup tools for making comments on attachments. When Unica Plan users send approvals for review, the approver can enter the comments directly in the electronic file which can be viewed by other users.
    - Configuring the email settings
      Identify your SMTP server when you install Unica Plan so you can configure the email settings during the installation process.
    - Optional: Configure the integration with Campaign
      Unica Plan optionally integrates with Unica Campaign. When Unica Plan and Unica Campaign are integrated, you can use the marketing resource management features in Unica Plan to create, plan, and approve campaigns.
    - Additional configuration for enhanced security
      The procedures in this section describe some additional configurations in the web application server. They are optional, but you might want to perform them for enhanced security.
    - Activating the Checklist menu
      You must perform some cofigurations to activate the Checklist menu in Plan.
  - Installing reports
    Unica Plan supports integration with both IBM Cognos and Unica Insights.
  - Installing Plan in a cluster
    You can install Plan in a cluster by completing additional tasks while installing Plan.
  - Uninstalling Unica Plan
    Run the Unica Plan uninstaller to uninstall Unica Plan. When you run the uninstaller, the files that were created during the installation process are removed. For example, files such as configuration files, installer registry information, and user data are removed from the computer.
  - The configTool utility
    The properties and values on the Configuration page are stored in the Unica Platform system tables. You can use the configTool utility to import and export configuration settings to and from the system tables.
  - Unica Plan configuration properties
    The Unica Plan configuration properties on available on the Settings > Configuration page. For more details on the configuration properties, see the Plan Administrator Guide.

Configuring Unica Plan after deployment

After you deploy and start the Unica Plan application, log in and verify the installation. There are some basic configuration steps such as configuring the system user and a test user, setting up email and markup.

Note: You can find more system setup tasks in the Unica Plan Administrator's Guide.

In addition, if you plan to use the Unica reporting feature, you must complete the tasks that are described in Installing reports.

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