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Administrator Guide
Administrator Guide
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.
Pre-defined portlets
Unica provides two types of pre-defined dashboard portlets, which you can enable and then add to any dashboard you create.
Pre-defined portlet availability
Unica provides pre-defined portlets with many of its products. Availability of the pre-defined portlets depends on the Unica products you have installed. Also, the report portlets are available only when the reporting with Unica Insights or IBM Cognos is implemented.

Administrator Guides
- Administrator Guide
  - Administrator Guide
    - Unica Platform features
      Unica Platform provides security, configuration, notification, and dashboard features for Unica products.
    - Licensing - overview
    - HCL Unica user account management
      You can manage the attributes of user accounts created using Unica 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
      Unica Platform supports roles and permissions to control user access to objects and features in Unica applications.
    - Configuration management
      When Unica is first installed, the Configuration page shows only the properties used to configure Unica Platform and some global configuration properties. When you install additional Unica applications, the properties used to configure these applications are registered with Unica 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.
      - Dashboard planning
        To plan how your organization uses the dashboard feature, you should work with your marketing management team to decide the following details.
      - Dashboard audiences
        You can control who views your dashboards by associating them with groups or by assigning individual users to them. Members of a group can access the dashboard or dashboards associated with that group, while non-members cannot view these dashboards.
      - User permissions required to view dashboards
        Dashboards allow Unica users to view pages from multiple products (such as Unica Plan and Unica Campaign) in a single page, regardless of the permissions that are configured for them within those products.
      - Pre-defined portlets
        Unica provides two types of pre-defined dashboard portlets, which you can enable and then add to any dashboard you create.
        Pre-defined portlet availability
        Unica provides pre-defined portlets with many of its products. Availability of the pre-defined portlets depends on the Unica products you have installed. Also, the report portlets are available only when the reporting with Unica Insights or IBM Cognos is implemented.
        Unica Plan report portlets
        The following table describes the Unica Plan dashboard portlets that are available after the Unica Insights is installed or the Cognos Unica Plan Reports package for Cognos is installed.
        Unica Plan list portlets
        If the Unica Plan reports package is not installed, you still have access to the Unica Plan list portlets that are available on your dashboard.
        IBM Cognos report portlets for Unica Campaign
        The Unica Insights or IBM® Cognos® report portlets are provided with the Unica Campaign reports package. Use the report portlets to analyze response rates and campaign effectiveness.
        Unica Campaign list portlets
        The standard Unica Campaign list portlets are available for use on dashboards even if the reports package for Unica Campaign is not installed.
        Unica Deliver IBM Cognos report portlets
        Unica Interact IBM Cognos report portlet
        Interaction Point Performance - Shows the number of offers accepted per interaction point over a seven day period.
        Distributed Marketing list portlets
        This section describes the standard Unica Collaborate portlets that are available for use on dashboards.
        Unica Optimize list portlets
        The standard Unica Optimize portlets that are available for use on dashboards.
      - Pre-assembled dashboards
        Unica provides pre-assembled dashboards that include portlets appropriate for various audiences.
      - IBM Cognos report performance considerations
        Reports are desirable components to add to dashboards because they add a visual element that makes it easy to scan large amounts of data. However, because reports require additional processing resources, performance can become an issue when many users access dashboards that contain many reports on a regular basis.
      - Dashboard setup
        Topics in this section describe how to set up dashboards.
      - Quick link portlets
        Quick links are pre-defined links to Unica products. Some quick links enable users to perform basic actions in the Unica product within the dashboard, without navigating to the product. You can configure portlets that contain a set of quick links that you choose.
      - Custom portlets
        Topics in this section describe how to create and use custom portlets.
      - Dashboard membership administration
        Topics in this section describe how to manage dashboard membership.
    - The HCL Unica Scheduler
      The Unica Scheduler enables you to configure a process to run at intervals that you define.
    - SAML 2.0 based federated authentication
      Unica Platform implements a SAML 2.0 based Identity Provider (IdP) that enables a single sign-on federation among Unica products or between Unica products and third party applications.
    - SAML 2.0 single sign-on
      Unica Platform supports SAML 2.0 based single sign-on.
    - Single sign-on between HCL Unica and IBM Digital Analytics
      If your organization uses IBM Digital Analytics, you can enable single sign-on between Digital Analytics and Unica.
    - Integration between HCL Unica and Windows Active Directory
      Unica Platform can be configured to integrate with Windows™ Active Directory server or another LDAP (Lightweight Directory Access Protocol) server. By integrating Unica 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 Unica applications. Integration reduces support costs and the time needed to deploy an application in production.
    - Integration between HCL Unica and LDAP servers
      Unica Platform can be configured to integrate with Windows™ Active Directory server or another LDAP (Lightweight Directory Access Protocol) server. By integrating Unica 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 Unica 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 Unica integration with web access control platforms.
    - Alert and notification management
      Unica Platform provides support for system alerts and user notifications sent by Unica products.
    - Implementation of one-way SSL
      This section describes one-way SSL in Unica.
    - Security framework for HCL Unica APIs
      Unica Platform provides the security framework for the APIs implemented by Unica products.
    - Data filter creation and management
      Data filters make it possible to restrict the customer data that an Unica user can view and work with in Unica 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 HCL Unica
      You can configure which audit events are tracked and assign a severity level to each tracked event.
    - The Unica Platform system log
      You should check the system log first if the Unica 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 Unica Platform.
    - Unica Platform utilities
      This section provides an overview of the Unica Platform utilities, including some details that apply to all the utilities and which are not included in the individual utility descriptions.
    - Unica Platform SQL scripts
      This section describes the SQL scripts provided with Unica Platform to perform various tasks relating to the Unica Platform system tables.
    - HCL Unica configuration properties
      This section describes the configuration properties found on the Settings & Configuration page.
    - Customization of stylesheets and images in the HCL Unica user interface
      You can customize the appearance of the user interface where most Unica 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.
- Configuration Properties Guide
- System Tables

Pre-defined portlet availability

Unica provides pre-defined portlets with many of its products. Availability of the pre-defined portlets depends on the Unica products you have installed. Also, the report portlets are available only when the reporting with Unica Insights or IBM Cognos is implemented.

You must enable the pre-defined portlets in Unica Platform before you can use them in a dashboard. Unica portlets are listed in Unica Platform whether or not the product they belong to is installed. It is a good practice to enable only those portlets that belong to products that are installed. Only the portlets that are enabled appear in the list of portlets you can add to a dashboard.

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