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Plan Offers Migration Guide
Steps to Migrate from Plan's Offer Management to Centralized Offer Management
You can migrate from Plan's offer mangement to offers to Centralized Offer Management, and also migrate offers history and offer lists history. Before starting the migration process, ensure that the following prerequisites are met:
Configuration changes
To configure the switching of offer management from Unica Plan and Unica Centralized Offer Management, complete the following steps:

Plan Offers Migration Guide
- Overview
  You can migrate offer management capabilities of Unica Plan to Unica Centralized Offer Management.
- Benefits of Unica Centralized Offer Management
  The benefits of Unica Centralized Offer Management's offer management capabilities are as follows:
- Things to know before switching to Unica Centralized Offer Management
  Only published templates, published folders, published offers, and published offer lists will be available in Centralized Offer Management. Even in case of attributes, only the attributes associated with published templates will be available in Centralized Offer Management. Only the last published state of data from Plan will be available in Centralized Offer Management. Unpublished updates made in published data will not be availabe in Centralized Offer Management.
- Steps to Migrate from Plan's Offer Management to Centralized Offer Management
  You can migrate from Plan's offer mangement to offers to Centralized Offer Management, and also migrate offers history and offer lists history. Before starting the migration process, ensure that the following prerequisites are met:
  - Configuration changes
    To configure the switching of offer management from Unica Plan and Unica Centralized Offer Management, complete the following steps:
  - Using the Migration utility
    Centralized Offer Management points to the Campaign database. Hence, all the published offer-related data should be already available to Centralized Offer Management. However, there were few data issues between Plan offer management tables and Centralized Offer Management tables. This utility helps correcting the data in Campaign.
  - Reviewing roles, permissions, and configurations
    Plan uses its own roles, permissions, and policies, where as Centralized Offer Management uses Campaign's. Please review the user roles and permissions, and configure as per the requirement.
  - Migrating offer history or offer list history
    In Unica version 12.1.1, Plan has introduced a utility to migrate offer history or offer list history to Centralized Offer Management.

Configuration changes

To configure the switching of offer management from Unica Plan and Unica Centralized Offer Management, complete the following steps:

Procedure

From the Unica Platform home page, select Settings > Configuration.
The Configuration page appears.
On the Configuration categories panel, select Unica Platform.
The Settings for 'Unica Platform' page appears.
Select Edit settings.
The Edit Settings for Unica Platform page appears.
Set HCL Plan - Offer integration to TRUE.

Note: Before running the Using the Migration utility, which migrates offers from Unica Plan to Unica Centralized Offer Management, ensure that the HCL Plan - Offer integration to TRUE. After the migration is successfully completed, set the value of HCL Plan - Offer integration to FALSE.
Set Enable Centralized offer management to YES.
Click Save.
Log out and log back in to Unica.
You will see the Offer menu. Also, the menu item Offer, within the menu Plan, will not exist.

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