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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.
Exporting and importing metadata
You can transfer data structures (metadata) between Unica Plan systems using the export and import features.
About importing metadata
To import metadata into a Unica Plan system, you select a previously exported archive file.
To import metadata
The following procedure applies when you import an archive of metadata for project health rules, teams, security policies, or marketing object types.
Results of importing teams
When you import metadata for teams, the import process compares the unique identifier of each selected team to the teams that exist on the target system.

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.
- 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.
  - About exporting metadata
    When you export metadata in bulk, Unica Plan iterates over your entire database for all items of the selected type. As a result, the export process can be time-consuming.
  - About importing metadata
    To import metadata into a Unica Plan system, you select a previously exported archive file.
    - To import template metadata
      The following procedure applies when you import an archive of template metadata.
    - To import metadata
      The following procedure applies when you import an archive of metadata for project health rules, teams, security policies, or marketing object types.
      - Results of importing project health rules
        When you import metadata for project health rules, the import process compares the unique identifier of each rule to the rules that exist on the target system.
      - Results of importing teams
        When you import metadata for teams, the import process compares the unique identifier of each selected team to the teams that exist on the target system.
      - Results of importing security policies
        When you import security policies, the import process compares the unique identifier of each selected policy to the policies that exist on the target system.
      - Results of importing marketing object types
        When you import marketing object types, the import process verifies that the archive includes files for the default locale of the target system.
- 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.

Results of importing teams

When you import metadata for teams, the import process compares the unique identifier of each selected team to the teams that exist on the target system.

If a team does not exist on the target system, the import process creates it using the archive and then:

Checks security policy data in the archive against security policies that exist on the target system. Team-related data for security policies that exist are copied from the archive. If none of the security policies in the archive exist on the target system, the new team is assigned the default Global security policy.
Checks member data in the archive for members that exist on the target system. If members exist on the target system and meet definitions in the routing model, they are added to team. If any resulting members or managers do not meet the definitions of the routing model, the team is not imported.

For teams that do exist on the target system, the import process:

Overwrites values for the team, including the description, status, and skill sets.
Checks associated security policy data for security policies that exist on the target system. Team-related data for security policies that exist are copied from the archive. If none of the security policies in the archive exist on the target system, the team is assigned the default Global security policy.
Updates the routing model with data from the archive.
Checks member data in the archive for members that exist on the target system. Members associated with the team in the archive are added to the team if they exist on the target system. Members associated with the team on the target system are removed if they are not allocated to any task, approval, or project request and they are not present in the archive. If any resulting members or managers do not meet the definitions of the routing model, the team is not imported.

For all teams added or updated on the target system, the import process also:

Copies alerts and notification settings for each team to the target system.
Adds an entry to the Analysis tab for the team to record the update.

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