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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.
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.
Obtaining required information
To create data filters, you need to gather information about your data and the way it is mapped in your Unica products.

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    - Unica Platform features
      Unica Platform provides security, configuration, notification, and dashboard features for Unica products.
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      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.
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      Unica Platform supports roles and permissions to control user access to objects and features in Unica applications.
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      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.
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      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.
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      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.
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    - 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.
      - 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.
        Planning your data filter criteria: automatic generation
        Data filter criteria are based on your customer data. Before you can define data filters, you need to decide what customer data you want to secure.
        Planning your data filter criteria: manual generation
        Data filter criteria are based on your customer data. Before you can define data filters, you need to decide what customer data you want to secure.
        Obtaining the JDBC driver for your database: automatic generation only
        A JDBC driver is required by the data filter generation utility (datafilteringScriptTool) when you use it to generate data filters automatically.
        Obtaining required information
        To create data filters, you need to gather information about your data and the way it is mapped in your Unica products.
        Creating the XML to specify data filters
        Create the XML file that specifies the customer data used as criteria in each data filter. In the next step you will run a utility that populates the system tables with these specifications.
        Setting required data filter configuration properties
        Set required configuration properties to enable data filtering.
        Populating the data filter system tables
        Run the datafilteringScriptTool utility, which uses your XML to populate the data filter system tables.
        Assigning users and groups to data filters
        If you do not assign users or groups within the XML that you create, 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.
      - 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

Obtaining required information

To create data filters, you need to gather information about your data and the way it is mapped in your Unica products.

About this task

For manual specification only: Obtain the following information.

The physical name of the table containing the fields you want to use.
The finite set of data in the fields you want to use for field constraints.
If you plan to use the data filters in an application that is a member of the Unica Campaign family, obtain the names assigned in Unica Campaign to the following fields.
- The audience fields
- The fields you plan to use for field constraints.

For automatic generation only: Obtain the following information.

For the database that contains the table you want to use in defining your data filters, the database type, the name or IP address, and the port.
Database credentials (user name and password) that allow you to connect to the database.
The physical name of the table containing the fields you want to use.
The physical names of the fields you want to use for profile fields and fixed fields (fixed fields are optional).
If you plan to use the data filters in an application that is a member of the Unica Campaign family, obtain the names assigned in Unica Campaign to the following fields.
- The audience fields.
- The fields you plan to use for fixed and profile fields.

Note: If you are defining data filters that will be used in an application that is a member of the Unica Campaign family of products, the logical names of fields you specify in the XML that defines the data filters must match the names given to these fields in Unica Campaign.

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