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HCL® Marketing Platform v9.1.1 documentation
Welcome to the HCL® Marketing Platform v9.1.1 documentation, where you can find information about how to administer and use Marketing Platform.
HCL® Marketing Platform features
HCL® Marketing Platform provides security, configuration, notification, and dashboard features for IBM EMM products.
IBM® EMM user account management
You can manage the attributes of user accounts created using HCL® Marketing Platform user interface, which we refer to as internal accounts. This is in contrast to external user accounts, which are imported from an external system such as an LDAP server or web access control system.
Security management
HCL® Marketing Platform supports roles and permissions to control user access to objects and features in IBM EMM applications.
Configuration management
When IBM® EMM is first installed, the Configuration page shows only the properties used to configure HCL Marketing Platform and some global configuration properties. When you install additional IBM EMM applications, the properties used to configure these applications are registered with Marketing Platform. These properties are then shown on the Configuration page, where you can set or modify their values.
Dashboard management
Dashboards are configurable pages that contain information useful to groups of users who fill various roles within your company. The components that make up dashboards are called portlets. Dashboards can contain pre-defined portlets or portlets that you create.
The IBM® EMM Scheduler
The IBM® EMM Scheduler enables you to configure a process to run at intervals that you define.
SAML 2.0 based federated authentication
HCL® Marketing Platform implements a SAML 2.0 based Identity Provider (IdP) that enables a single sign-on federation among HCL ExperienceOne products or between IBM ExperienceOne products and third party applications.
Single sign-on between IBM® EMM and IBM® Digital Analytics
If your organization uses IBM® Digital Analytics, you can enable single sign-on between Digital Analytics and IBM EMM.
Integration between IBM® EMM and Windows™ Active Directory
Marketing Platform can be configured to integrate with Windows™ Active Directory server or another LDAP (Lightweight Directory Access Protocol) server. By integrating IBM® EMM with a directory server, you can maintain users and groups in one centralized location. Integration provides a flexible model for extending the enterprise authorization policies into IBM EMM applications. Integration reduces support costs and the time needed to deploy an application in production.
Integration between IBM® EMM and LDAP servers
Marketing Platform can be configured to integrate with Windows™ Active Directory server or another LDAP (Lightweight Directory Access Protocol) server. By integrating IBM® EMM with a directory server, you can maintain users and groups in one centralized location. Integration provides a flexible model for extending the enterprise authorization policies into IBM EMM applications. Integration reduces support costs and the time needed to deploy an application in production.
Integration with web access control platforms
Organizations use web access control platforms to consolidate their security systems, which provide a portal that regulates user access to web sites. This section provides an overview of IBM® EMM integration with web access control platforms.
Alert and notification management
HCL® Marketing Platform provides support for system alerts and user notifications sent by IBM EMM products.
Implementation of one-way SSL
This section describes one-way SSL in IBM® EMM.
Data filter creation and management
Data filters make it possible to restrict the customer data that an IBM® EMM user can view and work with in IBM EMM applications. You can think of the data you secure with a data filter as a data set defined by the fields in your customer tables that you specify.
Audit event tracking in IBM® EMM
You can configure which audit events are tracked and assign a severity level to each tracked event.
The Marketing Platform system log
You should check the system log first if the Marketing Platform application malfunctions. The system log is independent of the security audit information, which is stored in the system tables. While the system log tracks some of the same information contained in the security audit reports, it also contains information useful in troubleshooting Marketing Platform.
Marketing Platform utilities
This section provides an overview of the Marketing Platform utilities, including some details that apply to all of the utilities and which are not included in the individual utility descriptions.
IBM® EMM configuration properties
This section describes the configuration properties found on the Settings & Configuration page.
Customization of stylesheets and images in the IBM® EMM user interface
You can customize the appearance of the user interface where most IBM® EMM product pages appear. By editing a cascading style sheet and providing your own graphics, you can change many of the images, fonts, and colors in the user interface.
Adding internal user accounts
Use this procedure to add internal user accounts.
Deleting internal user accounts
Use this procedure to delete internal user accounts.
Changing internal user password expiration dates
Use this procedure to change password expiration dates for internal users.
Resetting internal user passwords
Use this procedure to reset internal user passwords.
Adding internal user data sources
Use this procedure to add data sources for internal users.
Changing internal user data sources
Use this procedure to change data source passwords or login names.
Changing internal user account properties
Use this procedure to change the properties of internal user account.
Changing internal user system status
Use this procedure to change the system status of internal users.
Adding internal user data sources
Use this procedure to add data sources for internal users.
Deleting internal user data sources
Use this procedure to delete internal user data sources.
The user management pages
Refer to this table if you need help completing the fields on the Users page.
Changing internal user account properties
Use this procedure to change the properties of internal user account.
Resetting internal user passwords
Use this procedure to reset internal user passwords.
Changing internal user account properties
Use this procedure to change the properties of internal user account.
Changing internal user data sources
Use this procedure to change data source passwords or login names.
Locale preference
You can set the locale for both internal and external users. This setting affects the display of language, time, numbers, and dates in IBM® EMM applications.
The default user locale preference
Marketing Platform contains a default locale attribute that applies to all IBM® EMM applications that implement it.
restoreAccess
The restoreAccess utility allows you to restore access to Marketing Platform if all users with PlatformAdminRole privileges have been inadvertently locked out or if all ability to log in to the Marketing Platform has been lost.
Cross-partition administration privileges
In a multi-partition environment, at least one user account with the PlatformAdminRole role in Marketing Platform is required, to enable you to administer security for IBM® EMM users across all partitions.
Types of groups: internal and external
When IBM® EMM is integrated with an external server (such as a supported LDAP server or a web access control system), it supports two types of groups: internal and external.
Partitions and security management
Partitions in Campaign and related products provide a way to secure the data associated with different groups of users. With partitioning, a user's partition appears as if it were a separate running instance of Campaign, with no indication that other partitions are running on the same system. This section describes special security management considerations in a multi-partition environment.
Pre-configured users and roles
When IBM® EMM is first installed, three users are pre-configured and are assigned system-defined roles in Marketing Platform and Campaign, as described in this section.
Cross-partition administration privileges
In a multi-partition environment, at least one user account with the PlatformAdminRole role in Marketing Platform is required, to enable you to administer security for IBM® EMM users across all partitions.
Overview of managing user application access in Marketing Platform
Using Marketing Platform security administration features to manage user application access is a multi-step process. The following procedure provides an overview of the basic process, which is described in detail in the remainder of this guide.
Adding an internal group
Use this procedure to add an internal group.
Adding a subgroup
Use this procedure to add an internal subgroup.
Deleting a group or subgroup
Remember, when you delete a group or subgroup, members of the group lose the roles assigned to that group, and any parents of that group also lose those role assignments, unless the roles are also explicitly assigned to the parents.
Assigning a group to a partition
This procedure is necessary only if multiple partitions are configured for Campaign. Only an account with the PlatformAdminRole role, such as the platform_admin user, can perform this task.
Adding a user to a group or subgroup
Use this procedure to add a user to a group or subgroup.
Removing a user from a group or subgroup
Use this procedure to remove a user from a group or subgroup.
Changing a group or subgroup description
Use this procedure to change a group or subgroup description.
The user group management pages
These are the fields you use to configure user groups.
Creating a role
You should create new roles only for products that have detailed permissions. The reporting function and some IBM® EMM products have only basic permissions available, so there is no need to create additional roles for these products.
Modifying role permissions
Use this procedure to modify role premissions.
Removing a role from the system
Use this procedure to remove a role from IBM® EMM.
Assigning a role to or removing a role from a group
If you add a role to a group or remove a role from a group, members of that group acquire or lose that role.
Assigning a role to or removing a role from a user
Use the Edit Roles window to assign a role to or to remove a role from a user.
Definitions of permission states
For each role, you can specify which permissions are granted, not granted, or denied. You set these permissions on the Settings > User Roles & Permissions page.
Permissions for products that use only basic roles
The following table describes the functional definitions of the roles available for the IBM® EMM products that use only the basic roles. See the product documentation for additional information.
Permissions for Marketing Platform
The following table describes the permissions you can assign to roles in Marketing Platform.
Permissions for Opportunity Detect
The following table describes permissions that you can assign to roles in Opportunity Detect.
Templates for duplicating categories
The properties for an IBM® EMM application are registered with Marketing Platform when the application is installed. When an application requires users to create duplicate categories for configuration purposes, a category template is provided.
Category naming restrictions
Creating a category from a template
Use this procedure to create a category from a template on the Configuration page.
Navigating to a category
Use this procedure to navigate to a category on the Configuration page.
Editing property values
Use this procedure to modify a property value on the Configuration page.
Templates for duplicating categories
The properties for an IBM® EMM application are registered with Marketing Platform when the application is installed. When an application requires users to create duplicate categories for configuration purposes, a category template is provided.
Category naming restrictions
Assigning or changing a dashboard administrator
Use this procedure to assign or change a dashboard administrator.
The dashboard administrator
If you have been designated a dashboard administrator, you are responsible for managing the membership, layout, and content of that dashboard. This section describes how to manage dashboard membership.
Pre-defined portlets
IBM® EMM provides two types of pre-defined dashboard portlets, which you can enable and then add to any dashboard you create.
Custom portlet types and availability
You can create portlets from the following types of IBM® EMM pages.
Adding a pre-defined portlet to a dashboard
Use this procedure to add a pre-defined portlet to a dashboard.
Adding a custom portlet to a dashboard
Before performing this procedure, you should have prepared a URL as described elsewhere in this section.
Scheduling a dashboard report
To schedule a dashboard report (either a pre-defined or user-created portlet), you must first create a view and schedule it, and then configure the portlet as described here.
Adding a pre-defined portlet to a dashboard
Use this procedure to add a pre-defined portlet to a dashboard.
Custom portlet types and availability
You can create portlets from the following types of IBM® EMM pages.
Dashboards and partitions
If you are administering dashboards in a multi-partition environment, read this section to understand how multiple partitions affect dashboards.
Partitions and security management
Partitions in Campaign and related products provide a way to secure the data associated with different groups of users. With partitioning, a user's partition appears as if it were a separate running instance of Campaign, with no indication that other partitions are running on the same system. This section describes special security management considerations in a multi-partition environment.
Dashboard management
Dashboards are configurable pages that contain information useful to groups of users who fill various roles within your company. The components that make up dashboards are called portlets. Dashboards can contain pre-defined portlets or portlets that you create.
Custom portlets
Topics in this section describe how to create and use custom portlets.
Enabling or disabling pre-defined portlets
Perform this task before you begin to create dashboards. You should enable only those portlets that reference IBM® EMM products that you have installed.
Creating a pre-assembled dashboard
Use this procedure to create a pre-assembled dashboard.
Single sign-on between IBM® EMM and IBM® Digital Analytics
If your organization uses IBM® Digital Analytics, you can enable single sign-on between Digital Analytics and IBM EMM.
Implementation of one-way SSL
This section describes one-way SSL in IBM® EMM.
Preparing the URL from a Digital Analytics report
Use this procedure for Digital Analytics reports.
The dashboard administrator
If you have been designated a dashboard administrator, you are responsible for managing the membership, layout, and content of that dashboard. This section describes how to manage dashboard membership.
Granting or removing dashboard membership
Use this procedure to grant or remove dashboard membership.
Enabling or disabling pre-defined portlets
Perform this task before you begin to create dashboards. You should enable only those portlets that reference IBM® EMM products that you have installed.
Adding a pre-defined portlet to a dashboard
Use this procedure to add a pre-defined portlet to a dashboard.
The Manage Portlets page
Refer to this table if you need help completing the fields in the Manage Portlets page.
Dashboards and partitions
If you are administering dashboards in a multi-partition environment, read this section to understand how multiple partitions affect dashboards.
Adding a pre-defined portlet to a dashboard
Use this procedure to add a pre-defined portlet to a dashboard.
Enabling or disabling pre-defined portlets
Perform this task before you begin to create dashboards. You should enable only those portlets that reference IBM® EMM products that you have installed.
Creating a dashboard that is not pre-assembled
Use this procedure to create a dashboard that is not pre-assembled
Creating a pre-assembled dashboard
Use this procedure to create a pre-assembled dashboard.
Overview of working with dashboards in a multi-partition environment
When you have multiple partitions configured, follow these guidelines when you set up dashboards.
Quick link portlets
Quick links are pre-defined links to IBM® EMM products. Some quick links enable users to perform basic actions in the IBM EMM product within the dashboard, without navigating to the product. You can configure portlets that contain a set of quick links that you choose.
Creating a quick link portlet
Use this procedure create a quick link portlet.
The Create Custom Portlet page
Refer to this table if you need help completing the fields on the Custom Portlet page.
Adding a custom portlet to a dashboard
Before performing this procedure, you should have prepared a URL as described elsewhere in this section.
Preparing the URL from a Digital Analytics for On Premises report
Use this procedure for reports in a Digital Analytics for On Premises installation.
Preparing the URL from an IBM® Cognos® dashboard report
The format of an IBM® Cognos® dashboard portlet URL is as follows.
Preparing the URL from a Digital Analytics report
Use this procedure for Digital Analytics reports.
Adding a custom portlet to a dashboard
Before performing this procedure, you should have prepared a URL as described elsewhere in this section.
Overview of the portlet creation process
This section provides an overview of the steps for creating a portlet, which are described in detail elsewhere in this guide.
Scheduling a dashboard report
To schedule a dashboard report (either a pre-defined or user-created portlet), you must first create a view and schedule it, and then configure the portlet as described here.
Preparing the URL from an IBM® Cognos® dashboard report
The format of an IBM® Cognos® dashboard portlet URL is as follows.
Difference between the HCL® Campaign Schedule process and IBM® EMM Scheduler
Starting with the 8.0 release of Marketing Platform, the IBM® EMM Scheduler is intended to replace the Campaign Schedule process for scheduling runs of an entire flowchart. The IBM EMM Scheduler is more efficient, as it does not consume any server system resources when the flowchart is not actually running.
The IBM® EMM Scheduler
The IBM® EMM Scheduler enables you to configure a process to run at intervals that you define.
Schedule triggers that are sent from an external script
The IBM® EMM Scheduler can respond to triggers sent by an external application. The scheduler_console_client utility enables this feature. This utility issues triggers that can launch one or more schedules set up to listen for that trigger.
scheduler_console_client
Jobs configured in the IBM® EMM Scheduler can be listed and kicked off by this utility, if they are set up to listen for a trigger.
Scheduler throttling
Throttling is used to manage performance when a large number of processes are likely to place high demands on the system. Throttling is based on scheduler groups that you set up on the Settings > Configuration page. You assign a throttling threshold to a group, and associate schedules with that group.
Setting up throttling for the IBM® EMM Scheduler
You must set up a throttling group for each type of object being scheduled.
Time zone support
You can schedule runs to occur in the context of any one of a large number of worldwide time zones.
Schedules that depend on completion of multiple runs
You can configure a schedule to run only when multiple other schedules have finished their runs by using the On Completion of Other Tasks option in the When to Start drop down list.
The create or edit a schedule page
This section describes in detail the page you use when you create or edit a schedule.
The create or edit a schedule page
This section describes in detail the page you use when you create or edit a schedule.
The Scheduler management pages
You access the scheduler management pages by selecting Settings > Scheduled Tasks or by selecting View when Scheduled from a flowchart's Run menu.
Schedule management
You can manage all schedules from pages you can access by selecting Settings > Scheduled Tasks. You must have the Scheduler Tasks View permission in Marketing Platform to manage schedules.
The Scheduler management pages
You access the scheduler management pages by selecting Settings > Scheduled Tasks or by selecting View when Scheduled from a flowchart's Run menu.
scheduler_console_client
Jobs configured in the IBM® EMM Scheduler can be listed and kicked off by this utility, if they are set up to listen for a trigger.
Schedule triggers that are sent from an external script
The IBM® EMM Scheduler can respond to triggers sent by an external application. The scheduler_console_client utility enables this feature. This utility issues triggers that can launch one or more schedules set up to listen for that trigger.
Creating a category from a template
Use this procedure to create a category from a template on the Configuration page.
Setting up throttling for the IBM® EMM Scheduler
You must set up a throttling group for each type of object being scheduled.
Setting configuration properties on the Configuration page
Set configuration properties on the Settings > Configuration page to configure federated authentication in IBM® EMM.
IBM® Marketing Platform | Security | Federated Authentication
The properties in this category are used in implementing SAML (Security Assertion Markup Language) 2.0 based federated authentication, which enables single sign-on among diverse applications.
IBM® Marketing Platform | Security | Federated Authentication | partitions | partition[n]
The properties in this category are used in implementing SAML (Security Assertion Markup Language) 2.0 based federated authentication between IBM® EMM applications and other HCL and third party applications.
Setting up single sign-on between IBM® EMM and Digital Analytics using automatic user account creation
Use this procedure to set up single sign-on between IBM® EMM and Digital Analytics using automatic user account creation.
Configuring WebLogic for single sign-on between Digital Analytics and IBM® EMM
Perform the procedure below in the WebLogic domain where Marketing Platform is deployed to ensure that users can view Digital Analytics reports in dashboards without having to log in.
Configuring WebSphere® for single sign-on between Digital Analytics and IBM® EMM
Perform the procedure below in WebSphere® cell and node where Marketing Platform is deployed to ensure that users can view Digital Analytics reports in dashboards without having to log in.
Setting up single sign-on between IBM® EMM and Digital Analytics using manual user account creation
Use this procedure to set up single sign-on between IBM® EMM and Digital Analytics using manual user account creation.
Configuring WebLogic for single sign-on between Digital Analytics and IBM® EMM
Perform the procedure below in the WebLogic domain where Marketing Platform is deployed to ensure that users can view Digital Analytics reports in dashboards without having to log in.
Configuring WebSphere® for single sign-on between Digital Analytics and IBM® EMM
Perform the procedure below in WebSphere® cell and node where Marketing Platform is deployed to ensure that users can view Digital Analytics reports in dashboards without having to log in.
About Distinguished Names
To enable directory server integration in IBM® EMM, you must determine the Distinguished Name (DN) for a user and for groups. The DN of an object on the directory server is the complete path through the directory server tree structure to that object.
Obtaining required information
Obtain the required information about the directory server with which you want to integrate. You use this information during the configuration process, to store directory server credentials and to set configuration property values.
Configuration process roadmap: Active Directory integration
Use this configuration process roadmap to scan the tasks required to integrate IBM® EMM with Windows™ Active Directory. The Topic column provides links to the topics that describe the tasks in detail.
The user management pages
Refer to this table if you need help completing the fields on the Users page.
Forcing synchronization of external users
Use this procedure to force synchronization of users when IBM® EMM is integrated with an LDAP server or web access control system.
Active Directory integration features
Marketing Platform integration with Windows™ Active Directory provides the features described in this section.
Configuration process roadmap: LDAP integration
Use this configuration process roadmap to scan the tasks required to integrate IBM® EMM with LDAP. The Topic column provides links to the topics that describe the tasks in detail.
The user management pages
Refer to this table if you need help completing the fields on the Users page.
Forcing synchronization of external users
Use this procedure to force synchronization of users when IBM® EMM is integrated with an LDAP server or web access control system.
LDAP integration features
Marketing Platform integration with LDAP provides the features described in this section.
Adding internal user data sources
Use this procedure to add data sources for internal users.
Storing directory server credentials in Marketing Platform
If your directory server does not allow anonymous access, you must configure an IBM® EMM user account to hold the user name and password of a directory server user, as described in the following procedure.
IBM® Marketing Platform | Security | Login method details | LDAP
Properties in this category are used to configure LDAP integration.
Setting LDAP login method connection properties in IBM® EMM
LDAP login method properties specify connection details the system uses to connect to the directory server.
IBM® Marketing Platform | Security | LDAP synchronization
LDAP synchronization properties specify details that the system uses to log into the directory server and identify users to import. Some of these properties also control the frequency and other details of the automatic synchronization process.
Setting LDAP synchronization properties
LDAP synchronization properties specify details that the system uses to log into the directory server and identify users to import. Some of these properties also control the frequency and other details of the automatic synchronization process.
IBM® Marketing Platform | Security | LDAP synchronization
LDAP synchronization properties specify details that the system uses to log into the directory server and identify users to import. Some of these properties also control the frequency and other details of the automatic synchronization process.
Setting user attributes map properties
These properties specify the user attributes that the system imports from the directory server.
IBM® Marketing Platform | Security | LDAP synchronization | LDAP reference to HCL® Marketing Platform group map
Properties in this category are used to configure LDAP integration.
Mapping LDAP groups to IBM® EMM groups
Users who belong to the directory server groups you map here are imported and made members of the Marketing Platform group or groups specified here.
Adding an internal group
Use this procedure to add an internal group.
Assigning a role to or removing a role from a group
If you add a role to a group or remove a role from a group, members of that group acquire or lose that role.
Adding a user to a group or subgroup
Use this procedure to add a user to a group or subgroup.
Setting up an Active Directory user with PlatformAdminRole permissions
When Windows™ integrated login is enabled, you can not log in to IBM® EMM as platform_admin, so you must perform the following procedure in order to have administrator access to Marketing Platform.
IBM® Marketing Platform | Security
The property in this category specifies the login mode for IBM® EMM products.
Setting the security mode to Windows™ Integrated Login
Set security mode properties to allow Active Directory users to access IBM® EMM applications based on their Windows™ login, bypassing the IBM EMM login screen.
IBM® Marketing Platform | Security | Login method details | Web access control
Properties in this category are used to configure integration with web access control software.
IBM® Marketing Platform | General | Navigation
Properties in this category specify values that are used internally to navigate among IBM® EMM products.
Setting web access control connection properties in IBM® EMM
To configure web access control integration, you set some configuration properties.
Two ways to create data filters: automatic generation and manual specification
Marketing Platform provides a utility, datafilteringScriptTool, that processes XML to create the data filters in the Marketing Platform system tables. Depending on how you write the XML, you can use this utility in two ways: automatic generation and manual specification.
Example: Manually specifying data filters
Jim needs to create a set of data filters based on sales territories.
Example: Automatically generating a set of data filters
Jim needs to create a set of data filters based on countries, cities, and states.
datafilteringScriptTool
The datafilteringScriptTool utility reads an XML file to populate the data filtering tables in the Marketing Platform system table database.
ManagerSchema_PurgeDataFiltering.sql
The ManagerSchema_PurgeDataFiltering.sql script removes all data filtering data from the Marketing Platform system tables without removing the data filter tables themselves. This script removes all data filters, data filter configurations, audiences, and data filter assignments from Marketing Platform.
Populating the data filter system tables
Run the datafilteringScriptTool utility, which uses your XML to populate the data filter system tables.
Creating the XML to specify data filters
Create the XML file that specifies the customer data used as criteria in each data filter. In the next step you will run a utility that populates the system tables with these specifications.
Data filter XML reference
This section describes the XML elements for which you must provide values.
Example: Manually specifying data filters
Jim needs to create a set of data filters based on sales territories.
Example: Automatically generating a set of data filters
Jim needs to create a set of data filters based on countries, cities, and states.
Setting required data filter configuration properties
Set required configuration properties to enable data filtering.
Optional configuration property to improve data filter performance
You can turn the data filter cache on for better performance.
IBM® Marketing Platform | General | Data filtering
Properties in this category specify values used when data filtering is implemented.
Two ways to assign users and groups: in the user interface and in the XML
You have two options for assigning users and groups to data filters: through the user interface or in the XML you use to create the data filters. Assigning users in the XML is a useful method when you have many users, each of whom requires a separate filter.
Assigning users and groups to data filters
If you do not assign users or groups within the XML that you create, use the IBM® EMM data filter user interface to perform searches for users, groups, and data filters and then select items from the search results and assign them.
About assigning users and groups in the XML
You can assign users or groups to data filters in the XML, as an alternative to doing this through the user interface. Assigning users and groups to data filters in the XML is available only when you use manual specification to create the data filters.
About assigning user and groups though the user interface
You can assign users and groups to data filters on the Settings > Data Filters pages.
Example: Automatically generating a set of data filters
Jim needs to create a set of data filters based on countries, cities, and states.
Example: Manually specifying data filters
Jim needs to create a set of data filters based on sales territories.
About assigning user and groups though the user interface
You can assign users and groups to data filters on the Settings > Data Filters pages.
Optional configuration property to improve data filter performance
You can turn the data filter cache on for better performance.
IBM® Marketing Platform | General | Data filtering
Properties in this category specify values used when data filtering is implemented.
Schedule notifications
You can set up notifications for any schedule, to alert you to the status of scheduled runs. In addition, users with Administrator permissions in Marketing Platform can set up groups to which notifications are sent.
Configuring email notifications in IBM® EMM
Follow this procedure to configure the Marketing Platform to send system alert and notification emails to users. You must have an email server set up before you start.
Alert and notification management
HCL® Marketing Platform provides support for system alerts and user notifications sent by IBM EMM products.
IBM® Marketing Platform | General | Communication | Email
Properties in this category are used to configure the Marketing Platform to send emails to users for system alerts and notifications.
IBM® Marketing Platform | Notifications
Properties in this category control system behavior for notifications that IBM® EMM products can send to users.
Configuring email notifications in IBM® EMM
Follow this procedure to configure the Marketing Platform to send system alert and notification emails to users. You must have an email server set up before you start.
Adding internal user data sources
Use this procedure to add data sources for internal users.
Configuring email notifications in IBM® EMM
Follow this procedure to configure the Marketing Platform to send system alert and notification emails to users. You must have an email server set up before you start.
Configuring your web application servers for SSL
On every application server on which an IBM® EMM application is deployed, configure the web application server to use the certificates you have decided to employ.
SSL in IBM® EMM
Many HCL® application components can act as both server and client during normal operations, and some HCL components are written in Java™ and some in C++. These facts determine the format of the certificates you use. You specify the format when you create a self-signed certificate of purchase one from a CA.
Configuring SSL in Marketing Platform
Follow this procedure to configure SSL in Marketing Platform.
Configuring SSL in Marketing Platform with LDAP integration
Follow this procedure to configure SSL in Marketing Platform.
Configuring SSL in Marketing Platform with data filters
When Marketing Platform is deployed with SSL and you plan to use the data filtering feature, you must perform this procedure to add the SSL options that perform hand shaking.
Configuring which audit events appear in the report
To specify the audit events that are available in the audit report and their severity, you set properties on the Settings > Configuration page.
IBM® Marketing Platform | Audit Events
The property on this page determines whether audit events are tracked.
IBM® Marketing Platform | Audit Events | Audit Events Configuration
The events you select on this page are available in the security audit reports.
IBM® Marketing Platform | Audit Events | Audit Events Severity Configuration
The severity level you specify for each event on this page appears in the Audit Events report. You can use the severity level to sort and filter the report data. The events are identical to those in the IBM Marketing Platform | Audit Events | Audit Events Configuration category.
Archived audit events
You can configure backups of audit events by setting the value of configuration properties in the IBM Marketing Platform | Audit Events | Audit Events Configuration category on the Settings > Configuration page.
IBM® Marketing Platform | Audit Events | Audit Events Configuration
The events you select on this page are available in the security audit reports.
Configuring audit backup notifications
To notify users of the status of audit event backup, make them members of a group that you specify in a configuration property.
Configuring which audit events appear in the report
To specify the audit events that are available in the audit report and their severity, you set properties on the Settings > Configuration page.
Adding a user to a group or subgroup
Use this procedure to add a user to a group or subgroup.
Modifying the audit report content and display
You can add and remove events and columns, rearrange and sort the columns, set the time span, specify which tracked events are shown in the report, and filter the information.
Fields in the Report Parameters window
Use the fields on the Report Parameters page to configure the way the audit report is displayed.
configTool
The properties and values on the Configuration page are stored in the Marketing Platform system tables. You can use the configTool utility to import and export configuration settings to and from the system tables.
Configuration management
The Configuration page provides access to the central configuration properties for IBM® EMM applications.
Marketing Platform utilities
This section provides an overview of the Marketing Platform utilities, including some details that apply to all of the utilities and which are not included in the individual utility descriptions.
encryptPasswords
The encryptPasswords utility is used to encrypt and store either of two passwords that Marketing Platform uses internally.
partitionTool
Partitions are associated with Campaign policies and roles. These policies and roles and their partition associations are stored in the Marketing Platform system tables. The partitionTool utility seeds the Marketing Platform system tables with basic policy and role information for partitions.
populateDb
The populateDb utility inserts default (seed) data in the Marketing Platform system tables.
configTool
The properties and values on the Configuration page are stored in the Marketing Platform system tables. You can use the configTool utility to import and export configuration settings to and from the system tables.
ManagerSchema_DeleteAll.sql
The Manager_Schema_DeleteAll.sql script removes all data from the Marketing Platform system tables without removing the tables themselves. This script removes all users, groups, security credentials, data filters, and configuration settings from Marketing Platform.
SQL scripts for creating system tables
Use the scripts described in the following table to create Marketing Platform system tables manually, when your company policy does not allow you to use the installer to create them automatically.
populateDb
The populateDb utility inserts default (seed) data in the Marketing Platform system tables.
configTool
The properties and values on the Configuration page are stored in the Marketing Platform system tables. You can use the configTool utility to import and export configuration settings to and from the system tables.
ManagerSchema_DropAll.sql
The ManagerSchema_DropAll.sql script removes all Marketing Platform system tables from a database. This script removes all tables, users, groups, security credentials, and configuration settings from Marketing Platform.
Preparing your corporate theme
Follow these guidelines to create your corporate theme for the IBM® EMM frameset.
Applying your corporate theme
Follow this procedure to apply your corporate theme to the IBM® EMM user interface.
Use the installation roadmap to quickly find the information that you need for installing Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM® SPSS® Modeler Advantage Enterprise Marketing Management Edition.
Installation overview
An installation of Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM® SPSS® Modeler Advantage Enterprise Marketing Management Edition is complete when you install, configure, and deployinstall and configure Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition. The Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition Installation Guide provides detailed information about installing, configuring, and deployinginstalling and configuring Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition.
Planning the Platform Installation
When you plan your Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM® SPSS® Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler installation, you must ensure that you have set up your system correctly, and that you have configured your environment to deal with any failures.
Creating the Marketing Platform data sources
You must create Marketing Platform data sources before you can install Marketing Platform.
Installing CampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectionDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerCampaign
You must run the IBM® EMM installer to start the installation of Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS® Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler. The IBM EMM installer starts the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler installers during the installation process. Make sure that the IBM EMM installer and the product installer are saved at the same location.
Deploying Marketing Platform
You must follow a set of guidelines when you deploy Marketing Platform in your web application server. There is a different set of guidelines for deploying Marketing Platform on WebLogic and on WebSphere®.
Configuring Marketing Platform after deployment
For a basic installation of Marketing Platform, you must configure Marketing Platform after deployment if you use the IBM® EMM reporting feature, or if you want to use a password policy.
Marketing Platform utilities
This section provides an overview of the Marketing Platform utilities, including some details that apply to all of the utilities and which are not included in the individual utility descriptions.
About Marketing Platform SQL scripts
This section describes the SQL scripts provided with Marketing Platform to perform various tasks relating to the Marketing Platform system tables.
Uninstalling CampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectionDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution Modeler
Run the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM® SPSS® Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler uninstallers to uninstall Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler. When you run the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler uninstallers, 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.
Use the upgrade roadmap to quickly find the information that you need for installing Marketing Platform.
Upgrade overview
An upgrade of Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM® SPSS® Modeler Advantage Enterprise Marketing Management Edition is complete when you upgrade, configure, and deployupgrade and configure Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition. The Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition Upgrade Guide provides detailed information about upgrading, configuring, and deployingupgrading and configuring Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition.
Planning the CampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectionDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerMarketing PlatformMarketing Platform upgrade
You can upgrade your current version of Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM® SPSS® Modeler Advantage Enterprise Marketing Management Edition to bring it up-to-date with the latest features.
Upgrading from version 8.x with automatic migration
Automatic migration allows the installer to run the SQL script and insert the configuration properties that are required to upgrade your Marketing Platform system tables. If your company policy does not allow automated updates to your system table database, you must use manual migration, described elsewhere in this guide.
Upgrading from version 8.0.x, 8.1.x, or 8.2.x versions before 8.2.0.7 with manual migration
The Marketing Platform upgrade installer can perform all of the data migration that is required for an upgrade automatically. However, if the policy of your organization does not allow automatic migration, you must complete the migration procedure to upgrade Marketing Platform manually.
Deploying Marketing Platform
You must follow a set of guidelines when you deploy Marketing Platform in your web application server. There is a different set of guidelines for deploying Marketing Platform on WebLogic and on WebSphere®.
Configuring Marketing Platform after deployment
For a basic installation of Marketing Platform, you must configure Marketing Platform after deployment if you use the IBM® EMM reporting feature, or if you want to use a password policy.
Marketing Platform utilities
This section provides an overview of the Marketing Platform utilities, including some details that apply to all of the utilities and which are not included in the individual utility descriptions.
About Marketing Platform SQL scripts
This section describes the SQL scripts provided with Marketing Platform to perform various tasks relating to the Marketing Platform system tables.
Uninstalling CampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectionDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution Modeler
Run the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM® SPSS® Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler uninstallers to uninstall Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler. When you run the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition and Attribution Modeler uninstallers, 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.
Installation overview
An installation of the IBM® EMM reports is complete when you install IBM Cognos® BI and configure it for IBM EMM applications. The IBM EMM Reports Installation and Configuration Guide provides detailed information about configuring IBM Cognos BI, and integrating IBM Cognos BI and IBM EMM.
Planning the IBM® EMM reports installation
When you plan your IBM® EMM reports installation, you must ensure that you set up your system correctly, and that you configure your environment to deal with any failures.
Installing reporting components
To install IBM® EMM reporting for your products, you must install reporting components. Reporting components include IBM EMM integration components and report models on the HCL Cognos® system, and the reporting schemas.
Install and test IBM® Cognos® BI
If your license agreement with HCL® grants you an IBM Cognos® BI license, you can download the HCL Cognos BI installation media from the HCL Customer Central website.
IBM® EMM and Cognos® integration
After you install HCL® Cognos®, you must integrate the IBM EMM suite with HCL Cognos.
Configuring reporting
After you install or upgrade your reporting packages, you must configure your reporting installation.
User authorization for Cognos folders and reports
A Custom Java Authentication Provider (CJAP) provides authorization for users accessing Cognos report folders and reports. You can implement this feature after you implement the IBM® EMM Authentication Provider, which provides single sign-on authentication between IBM EMM applications and Cognos.
Configuring reporting for multiple partitions
You can set up reporting after you configure multiple partitions in Campaign and eMessage.
Upgrading reports
You can upgrade your current version of IBM® EMM reports to bring it up-to-date with the latest features.
Upgrading reports from version 7.5.1
Before upgrading reports from version 7.5.1, make sure that you complete all the upgrade prerequisites. IBM® EMM reporting is no longer provided in a separate web application such as in Affinium Reports 7.5.x.
Upgrading the 8.x or 9.x model and installing new reports
Upgrading the 8.x or 9.x model and installing the new reports are the first steps that you must complete to upgrade your reports.
Report configuration properties
The report configuration properties for IBM® EMM are at Settings > Configuration > Reports.
Formatting the Cognos® reports
Use the styles from the GlobalReportStyles.css file with some additional manual formatting for the new IBM® Cognos® reports for your IBM EMM applications.
Formatting the Campaign and eMessage Cognos reports
Additional styling is done for Campaign and eMessage Cognos reports. The global report styles are modified to add extra classes to override the styling of existing classes to improve the look and feel of Campaign and eMessage reports.
Campaign reports and reporting schemas
You can customize the reporting schemas in the Campaign Report Package by adding contact or response metrics, attributes, or response types.
Before you contact technical support
If you encounter a problem that you cannot resolve by consulting the documentation, your company's designated support contact can log a call with technical support. Use these guidelines to ensure that your problem is resolved efficiently and successfully.