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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.
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.
Collaborate report portlets
The following table describes the Collaborate dashboard portlets that are available after the Collaborate reports package is installed.

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.
  - List portlets
    If the reports package is not installed, you still have access to the list portlets that are available on your dashboard.
  - Collaborate report portlets
    The following table describes the Collaborate dashboard portlets that are available after the Collaborate reports package is installed.
  - Setting your basic settings
    Use the basic settings option to choose the security policy that is used by default when you create items.
  - Setting your instance options
    You can use instance options to customize your default views of Lists, On-demand Campaigns, and Corporate Campaigns.
  - Setting your start page
    The start page is the page that displays when you log in to HCL Unica. The default start page is the default dashboard, but you can easily specify a different start page.
  - Calendar
    Historically, organizations produced paper-based calendars and updated them with the latest information. The calendar feature provides marketing groups with electronic means to view and update calendar data.
- Administrative Settings page
  When you select Settings > Collaborate Settings, the Administrative Settings page appears.
- 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

Collaborate report portlets

The following table describes the Collaborate dashboard portlets that are available after the Collaborate reports package is installed.

Table 1. Standard Collaborate report portlets
Report
List managment
Subscription management
Campaign management
Calendar

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