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Installation Guides
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 Plan configuration properties
The Unica Plan configuration properties on available on the Settings > Configuration page. For more details on the configuration properties, see the Plan Administrator Guide.
Plan | umoConfiguration | templates
These properties specify information about templates in Unica Plan. For best results, do not change the default values of these parameters.

Installation Guides
- 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.
  - Installation overview
    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.
  - Planning the Unica Plan installation
    When you plan your Unica Plan installation, ensure that you have set up your system correctly, and that you have configured your environment to deal with any failures.
  - Preparing the data sources for Plan
    You can use the Unica Plan worksheet to enter the information that is required when you install Unica Plan.
  - Installing Unica Plan
    You must run the Unica installer to start the installation of Plan. The Unica installer starts the product installer during the installation process. Make sure that the Unica installer and the product installer are saved at the same location.
  - Configuring Plan before deployment
    Complete the configuration tasks before you deploy the web application.
  - Deploying Plan
    There are general guidelines for deploying Unica Plan on WebSphere® and WebLogic.
  - Configuring Plan after deployment
    After you deploy and start the Unica Plan application, log in and verify the installation. There are some basic configuration steps such as configuring the system user and a test user, setting up email and markup.
  - Installing reports
    Unica Plan supports integration with both IBM Cognos and Unica Insights.
  - Installing Plan in a cluster
    You can install Plan in a cluster by completing additional tasks while installing Plan.
  - Uninstalling Unica Plan
    Run the Unica Plan uninstaller to uninstall Unica Plan. When you run the uninstaller, the files that were created during the installation process are removed. For example, files such as configuration files, installer registry information, and user data are removed from the computer.
  - The configTool utility
    The properties and values on the Configuration page are stored in the Unica Platform system tables. You can use the configTool utility to import and export configuration settings to and from the system tables.
  - Unica Plan configuration properties
    The Unica Plan configuration properties on available on the Settings > Configuration page. For more details on the configuration properties, see the Plan Administrator Guide.
    - Plan
      Properties in this category specify the default and supported locales for your installation of Unica Plan.
    - Plan | navigation
      The properties in this category specify options for navigation, such as Uniform Resource Identifiers, URLs, and ports.
    - Plan | about
      The configuration properties in this section list information about your Unica Plan installation. You cannot edit these properties.
    - Plan | umoConfiguration
      These properties specify information about the basic configuration of Unica Plan.
    - Plan | umoConfiguration | Approvals
      These properties specify options for approvals.
    - Plan | umoConfiguration | templates
      These properties specify information about templates in Unica Plan. For best results, do not change the default values of these parameters.
    - Plan | umoConfiguration | attachmentFolders
      These properties specify directories to upload and store attachments.
    - Unica Plan | umoConfiguration | fileUpload
      The properties in this category specify options for file uploads.
    - Plan | umoConfiguration | Email
      These properties specify information for sending email notifications in Unica Plan.
    - Plan | umoConfiguration | markup
      These properties specify markup options. Unica Plan provides markup tools for making comments on attachments. You can use either Adobe™ Acrobat markup or native Unica Plan markup. Use the properties in this category to configure which option to use.
    - Plan | umoConfiguration | grid
      These properties specify options for grids.
    - Plan | umoConfiguration | workflow
      These properties specify options for the workflow in Unica Plan.
    - Plan | umoConfiguration | integrationServices
      These properties specify information about Unica Plan Integration Services module. The Integration Services module extends the function of Unica Plan with web services and triggers.
    - Plan | umoConfiguration | campaignIntegration
      The properties in this category specify options for the Unica Campaign integration.
    - Plan | umoConfiguration | reports
      These properties specify information about reports that are used by Unica Plan.
    - Plan | umoConfiguration | invoiceRollup
      The properties in this category specify options for invoice rollups.
    - Plan | umoConfiguration | database
      These properties specify information about the database that is used for Unica Plan.
    - Plan | umoConfiguration | listingPages
      These properties specify information about listing items, such as marketing objects or projects, on pages in Unica Plan.
    - Plan | umoConfiguration | objectCodeLocking
      These properties specify information about object locks for plans, programs, projects, assets, and marketing objects in Unica Plan.
    - Plan | umoConfiguration | thumbnailGeneration
      These properties specify information about how and when Unica Plan generates thumbnails.
    - Plan | umoConfiguration | Scheduler | intraDay
      This property specifies how frequently the scheduler runs during the day.
    - Plan | umoConfiguration | Scheduler | daily
      This property specifies what time the scheduler starts each day.
    - Plan | umoConfiguration | Notifications
      These properties specify information about notifications in Unica Plan, including information about the event monitor.
    - Plan | umoConfiguration | Notifications | Email
      These properties specify information about email notifications in Unica Plan.
    - Plan | umoConfiguration | Notifications | project
      These properties specify information about project alarms in Unica Plan.
    - Plan | umoConfiguration | Notifications | projectRequest
      These properties specify information about project request alarms in Unica Plan.
    - Plan | umoConfiguration | Notifications | program
      The properties in this category specify options for program notification schedules.
    - Plan | umoConfiguration | Notifications | marketingObject
      These properties specify information about marketing object alarms in Unica Plan.
    - Plan | umoConfiguration | Notifications | approval
      These properties specify information about approval alarms in Unica Plan.
    - Plan | umoConfiguration | Notifications | asset
      These properties specify information about asset alarms in Unica Plan.
    - Plan | umoConfiguration | Notifications | invoice
      These properties specify information about invoice alarms in Unica Plan.
    - This feature is not supported.

Unica Plan | umoConfiguration | templates

These properties specify information about templates in Unica Plan. For best results, do not change the default values of these parameters.

templatesDir

Description

Identifies the directory that contains all of your project template definitions, which are stored in XML files.

Use a fully qualified path.

Default value

<HCL_Unica_Home>/<Plan_Home>/templates

assetTemplatesFile

Description: The XML file that defines the templates for assets. This file must be in the directory that is specified by templatesDir.
Default value: asset_templates.xml

planTemplatesFile

Description: The XML file that defines the templates for plans. This file must be in the directory that is specified by templatesDir.
Default value: plan_templates.xml

programTemplatesFile

Description: The XML file that defines the templates for programs. This file must be in the directory that is specified by templatesDir.
Default value: program_templates.xml

projectTemplatesFile

Description: The XML file that defines the templates for projects. This file must be in the directory that is specified by templatesDir.
Default value: project_templates.xml

invoiceTemplatesFile

Description: The XML file that defines the templates for invoices. This file must be in the directory that is specified by templatesDir.
Default value: invoice_templates.xml

componentTemplatesFile

Description: The XML file that defines the templates for custom marketing object types. This file must be in the directory that is specified by templatesDir.
Default value: component_templates.xml

metricsTemplateFile

Description: The XML file that defines the templates for metrics. This file must be in the directory that is specified by templatesDir.
Default value: metric_definition.xml

teamTemplatesFile

Description: The XML file that defines the templates for teams. This file must be in the directory that is specified by templatesDir.
Default value: team_templates.xml

offerTemplatesFile

Description: The XML file that defines the templates for offers. This file must be in the directory that is specified by templatesDir.
Default value: uap_sys_default_offer_comp_type_templates.xml

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