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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 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.
To export metadata in bulk
You can export metadata in bulk by completing the Export Template dialog.
Results of exporting templates
When you export templates, you choose one or more different types of templates to export, such as plan, project, or creative templates.

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.
    - To export metadata in bulk
      You can export metadata in bulk by completing the Export Template dialog.
      - Results of exporting templates
        When you export templates, you choose one or more different types of templates to export, such as plan, project, or creative templates.
      - Results of exporting project health rules
        When you export metadata for project health rules, the compressed archive file contains a single health_status_rule.xml file.
      - Results of exporting teams
        When you export metadata for teams, the compressed archive file contains an individual xml file for every team defined on your system.
      - Results of exporting security policies
        A compressed archive file contains information from the export of metadata for security polices.
      - Results of exporting marketing object types
        When you export metadata for marketing object types, the compressed archive file contains an individual subdirectory for every supported locale, such as en_US for English (US).
  - About importing metadata
    To import metadata into a Unica Plan system, you select a previously exported archive file.
- 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 exporting templates

When you export templates, you choose one or more different types of templates to export, such as plan, project, or creative templates.

You also specify the database type of the target system receiving the template metadata.

For the selected template types, Unica Plan produces a compressed archive file that contains:

An xml file named <type>_templates.xml, with metadata for every template of that type.
An individual directory for each template type that contains a <name>.xml file and a set of localized properties files for every template of that type.
For example:

$Windows Explorer with the templateArchive.zip\project subdirectory open$
Directories for any items associated with templates of the selected types, such as roles and milestones, with localized properties files for those items.
An attachments directory (if any included item has an attachment), with a subdirectory named for each item containing those attachments.
A forms directory containing form definition files in XML format and separate SQL scripts for the selected database type. These scripts give you control over how you update the target database to work with the new templates when you import them: you can drop all tables and then create new tables for template data, or run only the create or insert scripts to add new columns and tables without deleting existing tables and data.

Table 1. Generated script files
File	Description
create.sql	Adds columns to existing tables, and creates new tables needed for the templates.
createlkup.sql	Adds columns to existing lookup tables, and creates new lookup tables needed for the templates.
drop.sql	Deletes existing tables used by the templates. If you do not mind possibly deleting data, you run this script before create.sql to ensure that the database is set up correctly.
droplkup.sql	Deletes existing lookup tables used by the templates. If you do not mind possibly deleting data, you run this script before createlkup.sql to ensure that the database is set up correctly.
insertlkup.sql	Inserts data into the lookup tables. This script makes it possible to save complete lookup tables (schema plus data) with the template archive.

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