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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.
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.
Enabling PDF Embed API markup

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.
  - Unica Plan with LDAP integration
    A set of files exist in the location <plan_home>/conf/<locale>/ldap_conf.xml. These files contain the LDAP server settings. These settings are used in any form attribute of type external data source.
  - 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.
    - About changing markup tool availability
      By default, the native Unica Plan markup tool is enabled. You can change the type of markup tool available to users by changing the markup configuration properties under Settings > Configuration > Unica Plan > umoConfiguration > markup.
    - To enable Adobe Acrobat markup
      Users can choose Adobe™ markup for review. Enabling Adobe Acrobat markup disables the native Unica Plan markup for all users.
    - To enable native Plan markup
      You can enable native Unica Plan markup for review. Enabling native Unica Plan markup disables Adobe™ Acrobat markup.
    - Enabling PDF Embed API markup
    - To disable markup
      Instead of enabling native Unica Plan markup or Adobe™ Acrobat markup for review, you can disable markup. If you disable markup, users cannot add comments to .pdf files.
  - 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.

Enabling PDF Embed API markup

Since the Adobe SOAP markup only works with Microsoft Internet Explorer browser and since the Microsoft Internet Explorer browser has reached its end-of-life cycle, Unica Plan introduced the PDF Embed API Markup from version 12.1.4.

Generating Adobe API Key

Before you begin

The prerequisites for PDF Embed API Markup are as follows:

An account with Adobe to generate an API key.
Internet connection to access the site: https://documentcloud.adobe.com.

About this task

Note: The following procedure contains steps related to a third-party website. HCL Software is not responsible for the accuracy of the steps. If there is a discrepancy, access Adobe's documentation for relevant and up-to-date details.

To generate an Adobe API key, complete the following steps:

Procedure

Open a supported browser and access the site https://developer.adobe,com.
Click Console.
Log in using your Adobe credentials.
Select Create new project.
Select Add API.
Select PDF Embed API.
In the Allowed domain textbox, type or paste the appropriate domain.
Click Save configured API.
Within Credential details, copy the API KEY.

Configuring PDF Embed API

About this task

To configure PDF Embed API, complete the following steps:

Procedure

Click Settings > Configuration > Unica Plan > umoConfiguration > markup.
Click Edit Settings.
Set the markupServerType property to PDF Embed API.
For the adobeConsoleKey parameter, paste the value of the API KEY, received in Step 9 of the earlier procedure.
Click Save.
Restart Unica Plan for the change to take effect.

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