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Administrator Guide
Unica Collaborate provides marketing organizations with the ability to distribute the execution of centrally managed marketing campaigns throughout the enterprise.
Administrative Settings page
When you select Settings > Collaborate Settings, the Administrative Settings page appears.

Administrator Guide
Unica Collaborate provides marketing organizations with the ability to distribute the execution of centrally managed marketing campaigns throughout the enterprise.
- Unica Collaborate
  Unica Collaborate provides marketing organizations with the ability to distribute the execution of centrally managed marketing campaigns throughout the enterprise.
- Customize Collaborate
  You can customize the Collaborate interface to meet your needs. Customization settings are available in Collaborate when you click Settings or Settings > Collaborate Settings.
- Administrative Settings page
  When you select Settings > Collaborate Settings, the Administrative Settings page appears.
  - Configuring display options for the calendar
    The calendar displays a time-centric view of your business processes. You can customize the appearance of the calendar to suit the needs of your organization.
  - User and user groups
    You create and manage users and user groups with features installed with thePlatform
  - Synchronizing users
    Synchronizing users assures that system tables contain all of the user information that is entered through either Platform or Collaborate. You must synchronize users when you create new users.
  - Flowchart Runs Monitoring page
    You can use the Flowchart Runs Monitoring page to check on the status of flowchart run requests that were sent to Campaign.
  - Set default alert subscriptions
    Administrators can define a set of default alert subscriptions. For each object type, you select the team members who receive different types of alerts by subscribing or unsubscribing their object access roles.
  - System wide non-work dates
    In Collaborate, you can account for dates when, by default, no work is done on tasks. Collaborate does not include non-work time in task duration calculations.
  - Publishing advanced services
    To help users find objects efficiently, Collaborate provides an advanced search feature. After users enter criteria for a search, they can provide an identifying name and save the search for future use. Administrators manage saved searches.
  - List definitions
    The user interface of Collaborate presents several list box controls that you can configure to provide a customized set of options.
  - Collaborate reports
    By default, Collaborate provides a set of reports and dashboard report components.
  - Setting up alerts
    Alerts are notifications of important changes that users need to know about, or reminders about actions that they need to take.
  - Exporting and importing metadata
    You can transfer data structures (metadata) between Collaborate systems using the export and import features.
- Security
  You configure security policies that grant users permission to access specific objects and features through assigned access roles.
- Templates
  Templates are definitions of a List, On-demand Campaign, or Corporate Campaign that corporate and field marketers use to create new objects.
- Working with Templates
  To create and manage templates and template components, you use the Template Configuration page. Select Settings > Collaborate Settings. Then, click Template Configuration.
- Form Editor
  The Form Editor creates and edits template components. Forms capture information about the List, On-demand Campaign, or Corporate Campaign.
- Workflows
  To help you complete different workflow-related efforts, the Workflow tab offers different view modes and an edit mode.
- Configuration properties in XML files
- Configuration properties on the configuration page
  This section describes the Collaborate configuration properties on the configuration page.
- Java custom validation
  Custom validation procedures provide a way for you to extend Collaborate in-built validation.
- Administration Settings
- Basic Settings page
- Instance Options page
- Calendar/Timeline Settings page
- Security Policy Settings page
- User Permissions page
- Flowchart Run Monitoring page
- Default Alert Subscriptions page
- List Definitions screen
- Template Definitions page
- Form Definitions page
- Data Mapping Definitions page
- Icons page
- Non-working Business Days page
- Published Searches page

Administrative Settings page

When you select Settings > Collaborate Settings, the Administrative Settings page appears.

User Personalization section

Table 1. Administrative settings: User Personalization section
Section	Description
User Personalization	Contains links for users to customize Collaborate to view and receive information that is important to them. See the Collaborate User's Guide for details.

System Administration Settings section

Table 2. System Administration Settings section: Restricted Options
Link	Description
Security Policy Settings	Contains links to all security policies defined in your system. See Creating a security policy for details.
User Permissions	Lists all users authorized to use Collaborate, organized by the groups to which they are assigned. See Assigning security policy roles for details.
Synchronize Users	Synchronizes the users in Collaborate with the users in the Platform. See Synchronizing users for details. When you synchronize users in a clustered environment, any changes propagate to the other servers when they next synchronize with Platform.
Synchronize Menus	Synchronize the menus in the Platform with the menus defined in Collaborate.
Flowchart Runs Monitoring	The Flowchart Runs Monitoring page displays any errors in flowchart runs for your system and helps you troubleshoot the problems.

Table 3. System Administration Settings section: Accessible Options
Link	Description
Default Alert Subscriptions	Opens a page for setting up and editing default alert subscriptions for Collaborate objects. See Set default alert subscriptions for details.

Table 4. System Administration Settings section: Other Options
Link	Description
List Definitions	Contains links to the available lists where an administrator can populate or define list values. See Customizable lists for details.
Template Configuration	Contains links to features for working with templates and template components. See Building and managing templates for details. Note: In a clustered environment, you must shut down all but one server before you initiate any template configuration tasks.
Non-working Business Days	Opens a page for updating the set of system-wide non-work dates. See System-wide non-work dates for details.
Published Searches	Opens a page for publishing searches saved by Collaborate users. See Publishing advanced searches for details.
Upgrade	Opens a page where you can select Collaborate components to upgrade. See the Installation Guide for details.
Data Migration	Offers options to export and import metadata. See Exporting and importing metadata.

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