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Administrator Guide
With Unica Plan, you organize the people, tasks, and budget for marketing programs, while you reduce costs and time to market.
About security
You configure security policies that grant users permission to access specific objects and features through assigned access roles.
About controlling access to templates
You can control which users can create and view templates.

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.
  - About the Global security policy
    The Global security policy acts as the default security policy for the system. The term "global" does not indicate that every user has full access to everything, but rather that this security policy is associated globally with every user by default.
  - About roles
    In every organization, the people who use an application have different responsibilities and complete different tasks.
  - About security policies and permissions
    Security policies are made up of roles that reflect job titles or responsibilities.
  - Planning security policies
    Before you begin to add and configure security policies, determine the security needs of your organization and then plan your security strategy.
  - About configuring security policies
    After you determined your security strategy, you configure and create the appropriate security policies and roles and then specify to which users the people with those roles can assign project roles and access levels.
  - To assign security policy roles
    When you finish adding roles to security policies, you can assign the roles to the appropriate users.
  - About controlling access to templates
    You can control which users can create and view templates.
    - About access controls for projects and requests
      Depending on how your organization manages projects, you might configure security policies so that only certain users can create projects while other users must create requests for projects that other users approve or reject.
    - Example security configuration for project requests
      This example describes an organization, XYZ Corporation, that has a Plan team, a strategic marketing team, and some miscellaneous marketers.
- 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.
- 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.

Controlling access to templates

You can control which users can create and view templates.

As described in the sections about security policies, you use permissions in security policies to control the following kinds of access:

Security policy roles control which users can create new projects, plans, programs, and so on.
Security policy roles control which users are allowed to view and interact with items that other users create, even if they cannot create those items themselves.
Project and object roles control which tabs users have access to when they create projects.

You also use security policy roles to specify which project or request templates a user can select when you create an item.

When a template developer creates a template, the Summary tab includes one or more security policy fields. The value that is specified in the security policy field determines which users can access the template; if you do not have a role that grants you the ability to create objects of that type in the security policy that is assigned to the template, the template does not appear in your template list when you create an object of that type.

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