Configuration process roadmap: creating 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.

Table 1. Data filter configuration process roadmap
Topic Information
Decide what customer data you want to secure.
Obtaining the JDBC driver for your database: automatic generation only For automatic generation only: obtain the Type 4 JDBC driver that provides connectivity to the database containing the table on which you want to base your data filters.
Obtaining required information Gather the required database information, and, if you plan to use the data filters with an application in the Unica Campaign family, the Unica Campaign-related information.
Creating the XML to specify data filters Create the XML file that specifies the customer data used as criteria in each data filter.
Setting required data filter configuration properties Set configuration properties that enable data filtering.
Populating the data filter system tables Run the datafilteringScriptToool utility, which uses your XML to populate the Unica Platform system tables that are used for data filters.
Assigning users and groups to data filters If you do not assign users and groups to data filters within the XML, use the Unica data filter user interface to perform searches for users, groups, and data filters and then select items from the search results and assign them.