Administrative Settings page

When you select Settings > Marketing OperationsDistributed Marketing 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 Marketing OperationsDistributed Marketing to view and receive information that is important to them. See the HCL® Marketing Operations 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 Marketing OperationsDistributed Marketing, organized by the groups to which they are assigned. See Assigning security policy roles for details.
Synchronize Users

Synchronizes the users in Marketing OperationsDistributed Marketing with the users in the HCL Marketing 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 Marketing Platform.
Synchronize Menus Synchronize the menus in the Marketing Platform with the menus defined in Marketing Operations.
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 Marketing OperationsDistributed Marketing objects. See Set default alert subscriptions for details.
Table 4. System Administration Settings section: Root-Level Object Definitions
Link Description
Account Definitions
Note: This link is only available for systems that use the Financial Management module for Marketing Operations.

Contains links for managing Marketing Operations accounts.

Budget Line Item Columns Opens a page for adding text columns to the Line Items Details tables on Budget tabs.
Asset Library Definitions Contains links for managing asset libraries. See Setting up libraries for digital assets for details.
Table 5. System Administration Settings section: Project Options
Link Description
Health status Click to customize the user interface labels and colors that are associated with the four possible project health statuses. See Customizing labels and colors.
Health rules Click to view and manage the rules that are used to calculate the health status score for projects. You can add, edit, and delete rules, and assign the rule to project templates. See Configuring project health status rules.
Recalculate Project Health Click to manually initiate recalculation of health status scores for all projects. See Implementing project health rules.
Project Health Daily Mails

Available to all users with the Plan User or Plan Administrator security policy role. Click to subscribe or unsubscribe yourself from project health status notifications. These messages are triggered by the automated daily process only, and are not sent if this process does not run for any reason.

For more information, see the Marketing Operations > umoConfiguration > Scheduler > daily property in the Marketing Operations Installation Guide.
IntraDay scheduler

Indicates the status of the batch process for periodically recalculating project health status scores. as ON or OFF. This setting can be either ON or OFF to indicate whether the IntraDay scheduler is running.

For more information, see the Marketing Operations > umoConfiguration > Scheduler > intraDay property in the Marketing Operations Installation Guide.
Daily scheduler

Indicates the status of the daily batch process for calculating project health status scores. This setting can be either ON or OFF to indicate whether the Daily scheduler is running.

For more information, see the Marketing Operations > umoConfiguration > Scheduler > daily property in the Marketing Operations Installation Guide.
Table 6. 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.
Manage Published Searches Opens a page for publishing searches saved by Marketing OperationsDistributed Marketing users. See Publishing advanced searches for details.
Marketing Object Type Settings

Opens a page where you can view and manage custom marketing object types for your system. See Custom marketing object types for details.

Note: In a clustered environment, you must shut down all but one server before you complete any marketing object configuration tasks.
Trigger Bindings Opens a page listing triggers defined in the system and details about how they are bound to procedures. See Triggers for details.
Customize Alerts Opens a page where you can change the text for alerts for specified events. See Setting up alerts for details.
Marketing Operations Upgrade Opens a page where you can select Marketing Operations components to upgrade. See the HCL Marketing Operations Installation Guide for details.
Data Migration Offers options to export and import metadata. See Exporting and importing metadata.
Out of Office-Automatic Addition of Delegate

Provides access to a system-wide setting for the out of office feature.

When a user is out of the office, a delegate can be specified to cover tasks, approvals, and requests. This setting defines whether a user can select only another team member as a delegate, or any Marketing Operations user.
  • Set Enable Auto Addition of Delegate User to yes to add the delegate as a project team member if necessary when a task, approval, or request is assigned.
  • Set Enable Auto Addition of Delegate User to no to require users to select only a user who is already a team member for all of the same projects as a delegate.

You can override this setting for individual project templates.

When the Out of Office settings are enabled, the current tasks that are ready to start are not automatically delegated to the user. The user who sets the Out of Office settings must manually delegate the ready to start tasks to the delegated user.

For more information about the out of office feature, see the HCL Marketing Operations User's Guide.
Out of Office Users and Delegation Summary Offers options to report information about team members who are out of the office. For more information, see Producing the Out of Office Users and Delegation Summary.
Associate Deny Reasons with Standalone Approvals For stand-alone approvals, you can configure Marketing Operations so that users who deny approval are required to select a reason from a predefined list. See Approval process and options.
Import Campaign Offers

Available only on systems that integrate HCL Marketing Operations with Campaign and also enable optional offer integration.

Enumerates the offers and offer templates, folders, and lists currently available in HCL Campaign. For more information about enabling offers, see HCL Marketing Operations and Campaign Integration Guide.