Unica Optimize documentation
Welcome to the Unica Optimize documentation, where you can find information about how to administer and use Unica Optimize.
Unica Campaign 12.0 system requirements and compatibility
Unica Campaign is part of the Unica suite of products. Unica Campaign version 12.0 requires Unica Platform 12.0.
New features and changes in version 12.0
Unica Campaign 12.0 includes a number of new features and changes. These are listed underneath.
Fixed defects in Unica Campaign and Optimize 12.0
The following defects were fixed in Unica Campaign 12.0.
Known issues in Unica Campaign 12.0
Unica Campaign 12.0 includes the following known issues.
Known limitations in Unica Campaign 12.0
Unica Campaign 12.0 includes the following known limitations.
An installation of HCL Unica products is complete when you install, configure, and deploy the HCL Unica products . The Installation Guide provides detailed information about installing, configuring, and deploying the products.
Installation overview
An installation of HCL Unica products is complete when you install, configure, and deploy the HCL Unica products . The Installation Guide provides detailed information about installing, configuring, and deploying the products.
Planning the Unica Campaign Installation
When you plan your Unica Campaign and Unica Optimize installation, you must ensure that you have set up your system correctly, and that you have configured your environment to deal with any failures.
Preparing data sources for Unica Campaign
The Unica Optimize runtime environment uses data sources to store user and interaction data.
Installing Unica Campaign and Unica Optimize
You must run the Unica installer to start the installation of Unica Campaign and Unica Optimize. The Unica installer starts the product installer during the installation process. Make sure that the Unica installer and the product installer are saved at the same location.
Configuring Unica Campaign and Unica Optimize before deployment
Before you deploy, create and populate the Unica Campaign , Unica Optimize, and IBM eMessage system tables and register Unica Campaign, Unica Optimize, and IBM eMessage manually.
Deploying the Unica Campaign web application
You can deploy the Unica Campaign web application by using an EAR file or you can deploy the individual WAR files.
Configuring Unica Campaign and Unica Optimize after deployment
After you deploy Unica Campaign, you must verify that the Unica Campaign listener is running, set up the Unica Campaign system user, set Unica Campaign configuration properties, and verify the Unica Campaign installation.
Configuring multiple partitions for Unica Campaign
In the Unica family of products, partitions provide a way to secure the data that is associated with different groups of users. When you configure Unica Campaign or a related Unica application to operate with multiple partitions, users can see each partition as a separate instance of the application. There is no indication that other partitions exist on the same computer.
Configuring multiple partitions for Unica Optimize
In the Unica family of products, partitions provide a way to secure the data that is associated with different groups of users. When you configure Unica Campaign or a related Unica application to operate with multiple partitions, users can see each partition as a separate instance of the application. There is no indication that other partitions exist on the same computer.
Configuring multiple partitions in eMessage
Configure multiple partitions in IBM eMessage to isolate and secure data for different groups of IBM eMessage users. As each partition has its own set of configuration properties, you can customize IBM eMessage for each group of users.
Unica 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.
Uninstalling Unica Campaign and Unica Optimize
Run the Unica Campaign and Unica Optimize uninstaller to uninstall Unica Campaign and Unica Optimize. When you run the uninstaller, the files that were created during the installation process are removed. For example, files such as configuration files, installer registry information, and user data are removed from the computer.
Unica Campaign web application clustering
You can configure the Unica Campaign web application (J2EE application) in a cluster by completing additional tasks during the Unica Campaign installation.
Installing a clustered listener environment
Follow these instructions if you want to install a clustered listener configuration. A listener cluster is a set of two or more listeners that act as a unit to provide load balancing and high availability. Unica Campaign listener clusters are Active-Active; meaning each node serves requests using the load-balanced approach. Each Unica Campaign listener provides an interface between front-end clients (such as the Unica Campaign web application) and back-end analytical server processes.
Upgrade Guide
Use the upgrade roadmap to quickly find the information that you need for upgrading Unica Optimize and Unica Optimize.
Unica Optimize provides documentation and help for users, administrators, and developers.
About Unica Optimize
Unica Optimize is a web-based extension of Unica Campaign that allows you to determine the optimal contact strategy for each customer. You can optimize over time, looking across the proposed offers and channels across multiple marketing campaigns.
Getting started with Unica Optimize
Unica Optimize can optimize your marketing campaign and improve response from customers, but only if you know what you want to optimize. You need a plan, the data to support the plan, and an implementation method.
Unica Optimize sessions
A Unica Optimize session is a combination of rules and scores that apply to a set of proposed contacts.
Optimization rules
Unica Optimize uses the rules and scores you define in your Unica Optimize session to mathematically determine the best combination of final contacts you use across your marketing campaigns.
Setting up scores
You use scores in Unica Optimize to rank possible offers for each customer using a patent-pending optimization algorithm. The higher the score you assign to a contact, the more desirable you are making that contact. Unica Optimize maximizes the sum of scores in the OCT.
Generate a list of proposed contacts
The optimization process involves generating a list of proposed contacts in Unica Campaign and sending these contacts to Unica Optimize to produce optimized contacts.
Use optimized contacts in marketing campaigns
After you optimize the proposed contacts, you must retrieve the optimized contacts from Unica Optimize to send marketing communications to these contacts.
Viewing Reports
For each production run or test run, Unica Optimize generates a number of reports. These reports help you understand what happened during the optimization process by providing analyses pre- and post-optimization.
Administering Unica Optimize
There are many aspects of Unica Optimize you can configure to improve performance.
Unica Optimize configuration properties
This section describes the Unica Optimize configuration properties that are found on the Configuration page.
Unica Optimize is a web-based extension of Unica Campaign that allows you to determine the optimal contact strategy for each customer. You can optimize over time, looking across the proposed offers and channels across multiple marketing campaigns.
Unica Optimize troubleshooting tips
There are common configuration issues that can interfere with running Optimize. There are many more complex situations with a mixture of configuration settings, rule configuration, and data that might cause unexpected results in your Optimize session. The following sections provide details on troubleshooting and fixing these scenarios.
General performance tips for Unica Optimize
Keep in mind these points when you make data or configuration decisions, if you are concerned about performance.
The Unica Optimize system tables document is intended to help your company understand the Unica Optimize data model for integration purposes.
The Optimize System Tables document
The Unica Optimize system tables document is intended to help your company understand the Unica Optimize data model for integration purposes.
Optimize System Tables
The system table reference provides details on each of the Unica Optimize system tables. The data types that are indicated in the following tables are generic types that may be different in your Campaign installation, depending on the database that is used for the system tables. The Unica Optimize system tables are stored in a database that was created before the Campaign installation. The database can have any name. The ODBC or native connection provides a connection to the database.