HCL Marketing Platform 9.1.2 Documentation
Welcome to the HCL Marketing Platform v9.1.2 documentation, where you can find information about how to administer and use Marketing Platform.
HCL Marketing Platform provides security, configuration, notification, and dashboard features for HCL® EMM products.
Introduction to HCL Marketing Platform
HCL Marketing Platform provides security, configuration, notification, and dashboard features for HCL® EMM products.
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.
Security management
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.
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.
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.
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.
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.
IBM Marketing Platform utilities and SQL scripts
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.
Configuration properties on the Configuration page
This section describes the configuration properties found on the Settings & Configuration page.
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.
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 HCL® 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 HCL 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 HCL 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 HCL® EMM reporting feature, or if you want to use a password policy.
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.
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.
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.
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.
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.
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.
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 HCL® EMM reporting feature, or if you want to use a password policy.
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.
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.
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.
When you plan your HCL® EMM reports installation, you must ensure that you set up your system correctly, and that you configure your environment to deal with any failures.
To install HCL® EMM reporting for your products, you must install reporting components. Reporting components include HCL EMM integration components and report models on the HCL Cognos® system, and the reporting schemas.
If your license agreement with HCLgrants you an IBM® Cognos® BI license, you can download the HCLCognos BI installation media from the HCLCustomer Central website.
After you install or upgrade your reporting packages, you must configure your reporting installation.
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 HCL® EMM Authentication Provider, which provides single sign-on authentication between HCL EMM applications and Cognos.
You can upgrade your current version of HCL® EMM reports to bring it up-to-date with the latest features.
Before upgrading reports from version 7.5.1, make sure that you complete all the upgrade prerequisites. HCL® 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 the new reports are the first steps that you must complete to upgrade your reports.
Use the styles from the GlobalReportStyles.css file with some additional manual formatting for the new IBM® Cognos® reports for your HCL EMM applications.
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.
Reports and reporting schemas by product
You can customize the reporting schemas in the Campaign Report Package by adding contact or response metrics, attributes, or response types.