HCL Marketing Platform provides security, configuration, notification, and dashboard features for HCL® EMM products.
Data filters make it possible to restrict the customer data that an HCL® EMM user can view and work with in HCL 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.
This section describes the XML elements for which you must provide values.
You can manage the attributes of user accounts created using HCLMarketing 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.
HCL Marketing Platform supports roles and permissions to control user access to objects and features in HCL® EMM applications.
When HCL® 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 HCL 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.
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 HCL® EMM Scheduler enables you to configure a process to run at intervals that you define.
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.
If your organization uses IBM® Digital Analytics, you can enable single sign-on between Digital Analytics and HCL EMM.
Marketing Platform can be configured to integrate with Windows™ Active Directory server or another LDAP (Lightweight Directory Access Protocol) server. By integrating HCL® 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 HCL EMM applications. Integration reduces support costs and the time needed to deploy an application in production.
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 HCL® EMM integration with web access control platforms.
HCLMarketing Platform provides support for system alerts and user notifications sent by HCL® EMM products.
This section describes one-way SSL in HCL® EMM.
Marketing Platform provides the security framework for the APIs implemented by HCL® EMM products.
Marketing Platform provides the following features that HCL® EMM administrators use to set up data filters.
Use this configuration process roadmap to scan the tasks required to configure data filters. The Topic column provides links to the topics that describe the tasks in detail.
Some objects require IDs. For example, data configurations, logical fields, and data tables all require that you specify IDs. The IDs you specify must be unique within a category of object.
This group of elements is used to define data configurations you use to group related data filters. You should create a data configuration for every set of related data filters.
This group of elements is used to define the logical fields corresponding to the fields in the customer table that you use to define your data filters. Create one logical field for each field from which you want to create field constraints, and one logical field for each audience.
This group of elements is used to generate data filters when you use automatic generation.
This group of elements is used to specify the optional fields and the values that limit the records considered when the data filter generation utility looks for unique combinations of values to define a set of data filters. Used only when you use automatic generation.
This group of elements is used to specify fields whose unique combinations of values are used to define a set of data filters. Used only when you use automatic generation.
This group of elements is used to assign IDs to customer tables.
This group of elements is used to create a data filter when you use manual specification.
This group of elements is used to specify the data in a field used to define a data filter when you use manual specification.
This group of elements is used to map physical fields in the customer table to logical fields that you have defined.
This group of elements is used to specify the name assigned in Campaign to an audience level used in the Campaign family of products.
This group of elements is used to specify the field or fields in your customer tables that are used as audience fields.
This group of elements is used to associate pairs of audience fields and tables with data configurations. Create an association for every audience field.
You can use this group of elements to associate users or groups with data filters. Optional. You can also make these assignments through the user interface.
Jim needs to create a set of data filters based on sales territories.
Jim needs to create a set of data filters based on countries, cities, and states.
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.
You can assign users and groups to data filters on the Settings > Data Filters pages.
You can continue to add data filters after you have created the initial set. For example, you might create a set of data filters based on countries and their city/state combinations, and later decide to create another set based on zip codes.
You can configure which audit events are tracked and assign a severity level to each tracked event.
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.
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.
This section describes the configuration properties found on the Settings & Configuration page.
You can customize the appearance of the user interface where most HCL® 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.