Installation Guide
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.
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.
What User Needs To Do?
HCL Unica customers will get a HCL License portal URL and login credentials via email. This portal will have the license entitlements allotted as per the purchase done by the customer. The customer needs to follow below mentioned steps to complete the registration process and configure the devices for HCL Unica products.
HCL License Portal
The license portal provides both Software distribution and management of your Software entitlements purchased from HCL Products and Platforms. The portal provides you with control and flexibility on how to consume your licenses. Typically, an organization will have someone identified as a License Manager that has familiarity with the language of Licenses, and you may wish to add them as a user. If not, you will find these instructions sufficient to begin using your HCL Software.
License Models Supported with HCL Unica
HCL Unica products supports below license models.
License Configuration
User will need to configure the license with HCL Unica products before start using, when users access the Unica Platform login URL – it will get redirected to the license configuration page. The user needs to configure the license details on this page. Unica Platform will validate the license and on a successful license, the configuration user will be redirected to the Unica Marketing Platform login screen. There are two radio buttons on the License configuration screen Flexnet and Platform. Flexnet button will connect to Flexnet to consume the license and Platform option is for Master slave configuration. Slave platform will consume the license from the Master platform, so for slave platform user needs to click on the Platform radio button and enter the master platform url and credentials. Once this is done, slave platform will start consuming license from the Master platform, which in turn will consume license from Flexnet.
Logging for Licensing
Detail logging for license server connection, updates, expiry, etc. is logged in Unica Platform log file present under <PLATFORM_HOME>/logs/platform.log. Users will get warning, error, and info type messages related to licensing.