Marketing Operations | umoConfiguration

Application Server Type. Used for Calendar export.

WEBLOGIC or WEBSPHERE

<server type>

Time in milliseconds to between scheduled synchronizations with HCL Marketing Platform.

10800000 (milliseconds: 3 hours)

Set to the month that you would like your account fiscal year to begin. The Summary tab for the account contains a view-only table, which lists budget information by month for the fiscal years of the account. The first month in this table is determined by this parameter.

January is represented by 0. To have your fiscal year to begin in April, set firstMonthInFiscalYear to 3.

Integers 0 to 11

0

The maximum number of links to recently viewed pages to display on the Recent menu.

10 (links)

The maximum number of characters that can display in a page title. If titles are longer than the specified number, HCL Marketing Operations clips them.

40 (characters)

The maximum number of attachments you can upload at the same time.

5 (attachments)

Controls how HCL Marketing Operations calculates durations.

• bus: Business days only, includes working days only. Does not include weekends and days off.

• wkd: Business days + Weekends, includes working days and weekends. Does not include days off.

• off: Business days + Days off, includes all working days and days off. Does not include weekends.

• all: includes all days in the calendar.

all

When users create a program, project, or request with the wizard, HCL Marketing Operations automatically validates that the required fields on the current page have values. This parameter controls whether Marketing Operations validates the required fields on all pages (tabs) when a user clicks Finish.

• True: Marketing Operations checks the required fields on pages that the user did not view (except workflow, tracking, and attachments). If a required field is blank, the wizard opens that page and displays an error message.

• False: Marketing Operations does not validate required fields on pages the user did not view.

True

Ensures that users are prompted to add change comments when they save a project, request, or approval.

True | False

False

Specifies the type of dates that are used when tasks display in calendar view.

• True: uses forecast and actual dates to display tasks.

• False: uses target dates to display tasks.

False

Controls whether you want to carry the Project Code (PID) over from a request to a project. If you set this parameter to False, the project and the request use different codes.

True | False

True

Controls whether the monthly view is allowed in the workflow for a project template.

True | False

False

Specifies how work is assigned by role for approvals. The disableAssignmentForUnassignedReviewers parameter controls the behavior of Assign work by Role on the People tab for assignment of approvers in workflow approvals.

• True: unassigned reviewers in the People tab are not added to the approval as new steps.

  • Append option: The existing, owner-assigned approvers without an assigned role do not change. New approver steps are not added even if the People tab has reviewers with the role "unassigned."

  • Replace option: The existing owner assigned approvers without a role are replaced with a blank. New approver steps would not be added even if the people tab has reviewers with the role "unassigned."

• False: unassigned reviewers are added to the approval.

  • Append option: All reviewers without a role are appended to the approval as reviewers if the approval has owner assigned steps without defined roles.

  • Replace Option: The existing approvers of approvals are replaced with the unassigned approvers in the People tab.

False

Indicates whether application-level caching is enabled or not. For best results in a clustered environment on which multicasting of caching messages is not enabled, consider turning off application level caching for Marketing Operations.

True | False

True

Determines whether you use custom access levels (project roles) in HCL Marketing Operations.

• True: user access to projects and requests is evaluated according to Object Access Levels and Custom Access Levels (project roles). Tab security is enabled for custom tabs.

• False: user access to projects and requests is evaluated according only to Object Access Levels (object implicit roles), and tab security is turned off for custom tabs.

True

Determines whether you use unique internal IDs for all of the objects that are created from templates, including programs, projects, plans, and invoices.

• True enables unique internal IDs across all objects that are created from templates. This configuration simplifies cross-object reporting by allowing the system to use the same table for different object types.

• False disables unique internal IDs across all objects that are created from templates.

True

Enables and disables the Financial Management Module, which determines whether the Accounts, Invoices, and Budget tabs appear in the product.

True | False

False

Parameter that is used to show/hide vendor column for project line items.

True | False

False

Parameter that is used to show/hide vendor column for program line items.

True | False

False