Installation prerequisites for the Integration Report Package
Before you can install the HCL® Marketing Operations and HCL Campaign Integration Report Package, the following configuration steps must be completed.
- Reporting must be set up for HCL Campaign and HCL Marketing Platform. See the HCL Reports Installation and Configuration Guide.
- Reporting must be set up for HCL Marketing Operations. See "Installing reports" in the HCL Marketing Operations Installation Guide.
- The integration of Marketing Operations and Campaign must be complete.
Additionally, for the sample reports from the Integration Report Package to work correctly, the following conditions must be met.
- The Campaign system must have the standard custom Campaign attributes loaded.
- The Marketing Operations system must have the sample templates loaded: most importantly, the sample Campaign Project template. Additionally, the Campaign Project template must use the corresponding sample Campaign Project metric file.
- The Financial Management module must be enabled on the Marketing Operations system.
When these prerequisites are met, continue with the installation procedure.