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Administrator's 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-assembled dashboards
Unica provides pre-assembled dashboards that include portlets appropriate for various audiences.
List of pre-assembled dashboards
The following table describes the pre-assembled dashboards: their purpose, the portlets that comprise them, and the required products.

Administrator Guides
- Administrator's 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-assembled dashboards
        Unica provides pre-assembled dashboards that include portlets appropriate for various audiences.
        Pre-assembled dashboard availability
        Pre-assembled dashboards are available as soon as you install Unica Platform. However, to fully implement these dashboards you must also install any products required to support the portlets they include, and the portlets must be enabled.
        List of pre-assembled dashboards
        The following table describes the pre-assembled dashboards: their purpose, the portlets that comprise them, and the required products.
      - 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

List of pre-assembled dashboards

The following table describes the pre-assembled dashboards: their purpose, the portlets that comprise them, and the required products.

Table 1. List of pre-assembled dashboards
Pre-assembled dashboard	Purpose	Portlets	Required products
Campaign Management	This dashboard shows the financial results from campaigns.	Financial Summary by Offer Campaign Performance Comparison	Unica Campaign Unica Insights or Unica Campaign Report Pack
Project and Traffic Management	This dashboard provides status updates for projects.	My Tasks My Alerts My Active Projects My Task Summary Projects Requested and Completed Approvals Awaiting Action My Approval Summary Projects by Status	Unica Plan Unica Insights or Unica Plan Report Pack
Project Member	This dashboard shows tasks that require action and allows users to close completed tasks.	My Tasks My Active Projects My Alerts My Requests	Unica Plan
Project Requests and Approvals	This dashboard shows tasks that require action, and provides status updates on projects and a high level overview of the marketing financial position and where funds are being spent.	Approvals Awaiting Action My Alerts Marketing Financial Position Projects by Project Type Budget by Project Type Spend by Project Type Completed Projects by Quarter	Unica Plan with the Financial Management Module Unica Insights or Unica Plan Report Pack
Project Financials	This dashboard provides a high level overview of the marketing financial position and where funds are being spent.	Approvals Awaiting Action Marketing Financial Position Alerts Projects by Type Completed Projects by Quarter	Unica Plan with the Financial Management Module Unica Insights or Unica Plan Report Pack

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