Home
Administrator Guide
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
Exporting and importing metadata
You can transfer data structures (metadata) between Unica Plan systems using the export and import features.
About importing metadata
To import metadata into a Unica Plan system, you select a previously exported archive file.
To import template metadata
The following procedure applies when you import an archive of template metadata.

Administrator Guide
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
- Overview
  With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
- Plan interface customization options
  Unica Plan offers options for customizing the user interface. You can customize or rebrand the Unica Plan interface to match your organization's needs.
- Unica Plan integrations
  Unica Plan offers integration with Unica Campaign, Unica Centralized Offer Management, and Unica Journey. Integration with Unica Centralized Offer Management is only used for migrating offer management capability from Unical Plan to Unica Centralized Offer Management.
- Marketing object types
  Marketing objects are the work products that a team develops and reuses in the course of marketing activities. In addition to a set of standard marketing object types that is supplied with Unica Plan, you can create custom marketing object types.
- Project and request deactivation
  After your organization uses Unica Plan for some time, the user interface can become cluttered with out-dated or unwanted projects and requests. You can deactivate projects and requests to reduce clutter and simplify searches.
- Plan reports
  Unica Plan provides a set of default reports and dashboard report components. The Unica Plan reports package provides extra reports and dashboard report components, which are created in IBM® Cognos®, a separate business intelligence application.
- Template Basics
  A template for a marketing object type, such as a plan, program, or project, defines the information that your organization wants to capture about the object. Then, you use templates to create object instances. If you have the Financial Management module installed, an invoice template defines the information that your organization wants to capture in invoices.
- Adding or editing templates
  After you identify the template components that you need, you can create the template. You need to build components before assembling them in the template.
- Program and project templates
  Program and project templates have additional tabs that customize the object instances that are made from the template.
- About forms
  A form is a collection of attribute fields that gather information about an object.
- About attributes
  An attribute defines a piece of information that you want to gather from a user. For example, the information can be text, integers, dates, or a choice from a predefined list. In Unica Plan, you define attributes to collect these different types of information, and then place them on forms. Then, you can add or more forms to templates as tabs. When users create items, they select a template. Each attribute that is included in the template corresponds to a field or other user interface control on the tabs that collect information.
- About metrics
  Metrics measure the performance of an object and are always numeric. Typical metrics include financial metrics, such as cost and revenue, and performance metrics, such as the number of contacts and the number of responses in a particular marketing campaign.
- Multiple locale support
  For organizations with Unica Plan users in multiple locales, you can translate the labels and text strings in the user interface for each locale.
- About security
  You configure security policies that grant users permission to access specific objects and features through assigned access roles.
- Setting up alerts
  Alerts are notifications of important changes that users need to know about, or reminders about actions that they need to take.
- About list definitions
  The user interface of Unica Plan presents several list box controls that you can configure to provide a customized set of options.
- Implementing project health rules
  To help project owners and participants track the overall status of their projects, you configure the system to calculate project health.
- Exporting and importing metadata
  You can transfer data structures (metadata) between Unica Plan systems using the export and import features.
  - About exporting metadata
    When you export metadata in bulk, Unica Plan iterates over your entire database for all items of the selected type. As a result, the export process can be time-consuming.
  - About importing metadata
    To import metadata into a Unica Plan system, you select a previously exported archive file.
    - To import template metadata
      The following procedure applies when you import an archive of template metadata.
      - Results of importing templates
        You can import campaign project templates that you created before your upgrade; however, the templates are disabled.
    - To import metadata
      The following procedure applies when you import an archive of metadata for project health rules, teams, security policies, or marketing object types.
- Setting up libraries for digital assets
  Through the optional Digital Asset Management module, Unica Plan provides centralized management, secure storage, and web-based access for digital assets.
- Setting up accounts
  An account in Unica Plan represents a specific corporate General Ledger (GL) account that is established by a finance department to track and control expenditures and cash flows. Accounts are a feature of the optional Financial Management module.
- About advanced topics
  This chapter provides information about advanced customization options for the Unica Plan interface.
- Unica Plan Rest API
  The Unica Plan REST API is a façade that provides a client view of a running Unica Plan instance.

Importing template metadata

The following procedure applies when you import an archive of template metadata.

Procedure

From the Settings menu, select Plan Settings.
Click Data Migration.
Next to Templates, click Import.
The Import Template dialog opens.
Click Browse to select a previously exported archive file.
Select the Template Types to import. By default, all template types are selected.
In the Update Database section, select optional database scripts to run during the import process.
- Drop Tables
- Create/Update Tables
- Drop Lookup Tables
- Create/Update Lookup Tables
If you do not select any of the scripts, the import process overwrites data values for the template, but does not update corresponding database tables.
Note: Selecting all of these actions fully imports the selected templates and associated files. However, if the archive file contains templates that exist on the target system and you drop tables, the import process deletes all data for all objects created using the pre-existing templates.
For example, if you use import to update the metadata of a campaign project template and you drop tables, you lose all data in the TCS® in any project created using that template.
If you are concerned about overwriting data, you can examine the SQL script files in the template archive and create the necessary tables and columns manually.
Click Continue.
A summary page lists the templates to import and any warnings about current template files to be overwritten.
Click Save.

Results

Note: The Unica Plan installation does not install the optional example templates supplied with the product. To use the example templates, follow this procedure to import them. The example template archive files are in the \tools\admin\sample_templates folder under your Unica Plan installation. A different archive file is supplied for each supported database type. For example, use sample_templatesDB2 if you are using a DB2® database. For details about the example templates, see List of example templates.

Have feedback?
Google Analytics is used to store comments and ratings. To provide a comment or rating for a topic, click Accept All Cookies or Allow All in Cookie Preferences in the footer of this page.