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Administrator Guide
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.
Adding data filters after the initial set has been created
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.

Administrator Guides
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    - Unica Platform features
      Unica Platform provides security, configuration, notification, and dashboard features for Unica products.
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      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.
      - Overview of data filter creation
        Unica Platform provides the following features that Unica administrators use to set up data filters.
      - 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.
      - 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.
      - 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.
      - Adding data filters after the initial set has been created
        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.
    - 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

Adding data filters after the initial set has been created

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.

About this task

You can obtain the XML for additional data filters in either of the following ways.

Modify your original XML file to add new filters. When you seed the database using the dataFilteringScriptTool utility, the Unica Platform creates only the new data filters.
Create an XML file specifying new data filters. When you seed the database using the dataFilteringScriptTool utility, existing data filters are not deleted.

After you have created the XML, populate the data filter tables and assign users and groups as described in this guide.

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