HCL Marketing Platform provides security, configuration, notification, and dashboard features for HCL® Marketing Software products.

You can manage the attributes of user accounts created using HCL® Marketing Platform user interface, which we refer to as internal accounts. This is in contrast to external user accounts, which are imported from an external system such as an LDAP server or web access control system.

HCL® Marketing Platform supports roles and permissions to control user access to objects and features in HCL® Marketing Software applications.

When HCL® Marketing Software is first installed, the Configuration page shows only the properties used to configure HCL® Marketing Platform and some global configuration properties. When you install additional HCL Marketing Software applications, the properties used to configure these applications are registered with Marketing Platform. These properties are then shown on the Configuration page, where you can set or modify their values.

Dashboards are configurable pages that contain information useful to groups of users who fill various roles within your company. The components that make up dashboards are called portlets. Dashboards can contain pre-defined portlets or portlets that you create.

The HCL® Marketing Software Scheduler enables you to configure a process to run at intervals that you define.

HCL® Marketing Platform implements a SAML 2.0 based Identity Provider (IdP) that enables a single sign-on federation among HCL® Marketing Software products or between HCL Marketing Software products and third party applications.

Marketing Platform supports SAML 2.0 based single sign-on.

JSON web token (JWT) authentication is used for Journey Designer+Campaign. JWT authentication allows single sign-on between applications.

If your organization uses IBM® Digital Analytics, you can enable single sign-on between Digital Analytics and HCL Marketing Software.

Marketing Platform can be configured to integrate with Windows™ Active Directory server or another LDAP (Lightweight Directory Access Protocol) server. By integrating HCL® Marketing Software with a directory server, you can maintain users and groups in one centralized location. Integration provides a flexible model for extending the enterprise authorization policies into HCL Marketing Software applications. Integration reduces support costs and the time needed to deploy an application in production.

Marketing Platform can be configured to integrate with Windows™ Active Directory server or another LDAP (Lightweight Directory Access Protocol) server. By integrating HCL® Marketing Software with a directory server, you can maintain users and groups in one centralized location. Integration provides a flexible model for extending the enterprise authorization policies into HCL Marketing Software applications. Integration reduces support costs and the time needed to deploy an application in production.

Organizations use web access control platforms to consolidate their security systems, which provide a portal that regulates user access to web sites. This section provides an overview of HCL® Marketing Software integration with web access control platforms.

HCL® Marketing Platform provides support for system alerts and user notifications sent by HCL® Marketing Software products.

This section describes one-way SSL in HCL® Marketing Software.

Marketing Platform provides the security framework for the APIs implemented by HCL® Marketing Software products.

Data filters make it possible to restrict the customer data that an HCL® Marketing Software user can view and work with in HCL Marketing Software applications. You can think of the data you secure with a data filter as a data set defined by the fields in your customer tables that you specify.

You can configure which audit events are tracked and assign a severity level to each tracked event.

You should check the system log first if the Marketing Platform application malfunctions. The system log is independent of the security audit information, which is stored in the system tables. While the system log tracks some of the same information contained in the security audit reports, it also contains information useful in troubleshooting Marketing Platform.

This section provides an overview of the Marketing Platform utilities, including some details that apply to all of the utilities and which are not included in the individual utility descriptions.

This section describes the configuration properties found on the Settings & Configuration page.

You can customize the appearance of the user interface where most HCL® Marketing Software product pages appear. By editing a cascading style sheet and providing your own graphics, you can change many of the images, fonts, and colors in the user interface.

Use this procedure to add internal user accounts.

Use this procedure to delete internal user accounts.

Use this procedure to change password expiration dates for internal users.

Use this procedure to reset internal user passwords.

Use this procedure to add data sources for internal users.

Use this procedure to change data source passwords or login names.

Use this procedure to change the properties of internal user account.

Use this procedure to change the system status of internal users.

Use this procedure to add data sources for internal users.

Use this procedure to delete internal user data sources.

Refer to this table if you need help completing the fields on the Users page.

Use this procedure to change the properties of internal user account.

Use this procedure to reset internal user passwords.

Use this procedure to change the properties of internal user account.

Use this procedure to change data source passwords or login names.

You can set the locale for both internal and external users. This setting affects the display of language, time, numbers, and dates in HCL® Marketing Software applications.

Marketing Platform contains a default locale attribute that applies to all HCL® Marketing Software applications that implement it.

The restoreAccess utility allows you to restore access to Marketing Platform if all users with PlatformAdminRole privileges have been inadvertently locked out or if all ability to log in to the Marketing Platform has been lost.

In a multi-partition environment, at least one user account with the PlatformAdminRole role in Marketing Platform is required, to enable you to administer security for HCL® Marketing Software users across all partitions.

When HCL® Marketing Software is integrated with an external server (such as a supported LDAP server or a web access control system), it supports two types of groups: internal and external.

Partitions in Campaign and related products provide a way to secure the data associated with different groups of users. With partitioning, a user's partition appears as if it were a separate running instance of Campaign, with no indication that other partitions are running on the same system. This section describes special security management considerations in a multi-partition environment.

When HCL® Marketing Software is first installed, three users are pre-configured and are assigned system-defined roles in Marketing Platform and Campaign, as described in this section.

In a multi-partition environment, at least one user account with the PlatformAdminRole role in Marketing Platform is required, to enable you to administer security for HCL® Marketing Software users across all partitions.

Using Marketing Platform security administration features to manage user application access is a multi-step process. The following procedure provides an overview of the basic process, which is described in detail in the remainder of this guide.

Use this procedure to add an internal group.

Use this procedure to add an internal subgroup.

Remember, when you delete a group or subgroup, members of the group lose the roles assigned to that group, and any parents of that group also lose those role assignments, unless the roles are also explicitly assigned to the parents.

This procedure is necessary only if multiple partitions are configured for Campaign. Only an account with the PlatformAdminRole role, such as the platform_admin user, can perform this task.

Use this procedure to add a user to a group or subgroup.

Use this procedure to remove a user from a group or subgroup.

Use this procedure to change a group or subgroup description.

These are the fields you use to configure user groups.

You should create new roles only for products that have detailed permissions. The reporting function and some HCL® Marketing Software products have only basic permissions available, so there is no need to create additional roles for these products.

Use this procedure to modify role permissions.

Use this procedure to remove a role from HCL® Marketing Software.

If you add a role to a group or remove a role from a group, members of that group acquire or lose that role.

Use the Edit roles window to assign a role to or to remove a role from a user.

For each role, you can specify which permissions are granted, not granted, or denied. You set these permissions on the Settings > User roles and permissions page.

The following table describes the functional definitions of the roles available for the HCL® Marketing Software products that use only the basic roles. See the product documentation for additional information.

The following table describes the permissions you can assign to roles in Marketing Platform.

The following table describes permissions that you can assign to roles in Opportunity Detect.

This section describes the configuration properties found on the Settings & Configuration page.

When HCL® Marketing Software is first installed, the Configuration page shows only the properties used to configure HCL® Marketing Platform and some global configuration properties. When you install additional HCL Marketing Software applications, the properties used to configure these applications are registered with Marketing Platform. These properties are then shown on the Configuration page, where you can set or modify their values.

The properties for an HCL® Marketing Software application are registered with Marketing Platform when the application is installed. When an application requires users to create duplicate categories for configuration purposes, a category template is provided.

Use this procedure to create a category from a template on the Configuration page.

Use this procedure to navigate to a category on the Configuration page.

Use this procedure to modify a property value on the Configuration page.

The properties for an HCL® Marketing Software application are registered with Marketing Platform when the application is installed. When an application requires users to create duplicate categories for configuration purposes, a category template is provided.

Use this procedure to assign or change a dashboard administrator.

If you have been designated a dashboard administrator, you are responsible for managing the membership, layout, and content of that dashboard. This section describes how to manage dashboard membership.

HCL® Marketing Software provides two types of pre-defined dashboard portlets, which you can enable and then add to any dashboard you create.

You can create portlets from the following types of HCL® Marketing Software pages.

Use this procedure to add a pre-defined portlet to a dashboard.

Perform this procedure to add a custom portlet to a dashboard.

To schedule a dashboard report (either a pre-defined or user-created portlet), you must first create a view and schedule it, and then configure the portlet as described here.

Use this procedure to add a pre-defined portlet to a dashboard.

You can create portlets from the following types of HCL® Marketing Software pages.

If you are administering dashboards in a multi-partition environment, read this section to understand how multiple partitions affect dashboards.

Partitions in Campaign and related products provide a way to secure the data associated with different groups of users. With partitioning, a user's partition appears as if it were a separate running instance of Campaign, with no indication that other partitions are running on the same system. This section describes special security management considerations in a multi-partition environment.

Dashboards are configurable pages that contain information useful to groups of users who fill various roles within your company. The components that make up dashboards are called portlets. Dashboards can contain pre-defined portlets or portlets that you create.

Topics in this section describe how to create and use custom portlets.

Perform this task before you begin to create dashboards. You should enable only those portlets that reference HCL® Marketing Software products that you have installed.

Use this procedure to create a pre-assembled dashboard.

If your organization uses IBM® Digital Analytics, you can enable single sign-on between Digital Analytics and HCL Marketing Software.

This section describes one-way SSL in HCL® Marketing Software.

Use this procedure for Digital Analytics reports.

Refer to this table if you need help completing the fields on the Custom Portlet page.

Perform this procedure to add a custom portlet to a dashboard.

When you define a custom dashboard portlet, you can use pre-defined tokens that are replaced with the values stored in Marketing Platform for the current user when the portlet is invoked.

If you have been designated a dashboard administrator, you are responsible for managing the membership, layout, and content of that dashboard. This section describes how to manage dashboard membership.

Use this procedure to grant or remove dashboard membership.

Perform this task before you begin to create dashboards. You should enable only those portlets that reference HCL® Marketing Software products that you have installed.

Use this procedure to add a pre-defined portlet to a dashboard.

Refer to this table if you need help completing the fields in the Manage Portlets page.

If you are administering dashboards in a multi-partition environment, read this section to understand how multiple partitions affect dashboards.

Use this procedure to add a pre-defined portlet to a dashboard.

Perform this task before you begin to create dashboards. You should enable only those portlets that reference HCL® Marketing Software products that you have installed.

Use this procedure to create a dashboard that is not pre-assembled

Use this procedure to create a pre-assembled dashboard.

When you have multiple partitions configured, follow these guidelines when you set up dashboards.

Quick links are pre-defined links to HCL® Marketing Software products. Some quick links enable users to perform basic actions in the HCL Marketing Software product within the dashboard, without navigating to the product. You can configure portlets that contain a set of quick links that you choose.

Use this procedure create a quick link portlet.

Refer to this table if you need help completing the fields on the Custom Portlet page.

Perform this procedure to add a custom portlet to a dashboard.

Use this procedure for reports in a Digital Analytics for On Premises installation.

The format of an IBM® Cognos® dashboard portlet URL is as follows.

Use this procedure for Digital Analytics reports.

Perform this procedure to add a custom portlet to a dashboard.

This section provides an overview of the steps for creating a portlet, which are described in detail elsewhere in this guide.

To schedule a dashboard report (either a pre-defined or user-created portlet), you must first create a view and schedule it, and then configure the portlet as described here.

The format of an IBM® Cognos® dashboard portlet URL is as follows.

Starting with the 8.0 release of Marketing Platform, the HCL® Marketing Software Scheduler is intended to replace the Campaign Schedule process for scheduling runs of an entire flowchart. The HCL Marketing Software Scheduler is more efficient, as it does not consume any server system resources when the flowchart is not actually running.

The HCL® Marketing Software Scheduler enables you to configure a process to run at intervals that you define.

The HCL® Marketing Software Scheduler can respond to triggers sent by an external application. The scheduler_console_client utility enables this feature. This utility issues triggers that can launch one or more schedules set up to listen for that trigger.

Jobs configured in the HCL® Marketing Software Scheduler can be listed and kicked off by this utility, if they are set up to listen for a trigger.

Throttling is used to manage performance when a large number of processes are likely to place high demands on the system. Throttling is based on scheduler groups that you set up on the Settings > Configuration page. You assign a throttling threshold to a group, and associate schedules with that group.

You must set up a throttling group for each type of object being scheduled.

Only if you have applied Marketing Platform FixPack 10.0.0.1, a whitelist prerequisite applies to any external tasks that you create to schedule API calls or scripts.

Only if you have applied Marketing Platform FixPack 10.0.0.1, perform this procedure before you create any external tasks that schedule an API call.

Only if you have applied Marketing Platform FixPack 10.0.0.1, perform this procedure before you create any external tasks that schedule a script.

This section describes in detail the pages you use when you create a schedule.

Only if you have applied Marketing Platform FixPack 10.0.0.1, perform this procedure before you create any external tasks that schedule an API call.

Only if you have applied Marketing Platform FixPack 10.0.0.1, perform this procedure before you create any external tasks that schedule a script.

Only if you have applied Marketing Platform FixPack 10.0.0.1, a whitelist prerequisite applies to any external tasks that you create to schedule API calls or scripts.

You can schedule runs to occur in the context of any one of a large number of worldwide time zones.

You can configure a schedule to run only when multiple other schedules have finished their runs by using the On completion of other tasks option in the When to start drop down list.

This section describes in detail the pages you use when you create a schedule.

This section describes in detail the pages you use when you create a schedule.

You access the scheduler management pages by selecting Settings > Schedule Management or by selecting View when scheduled from a flowchart's Run menu.

You can manage all schedules from the Settings > Schedule management page. You must have the Administer Scheduled tasks page permission in Marketing Platform to manage schedules.

You access the scheduler management pages by selecting Settings > Schedule Management or by selecting View when scheduled from a flowchart's Run menu.

Jobs configured in the HCL® Marketing Software Scheduler can be listed and kicked off by this utility, if they are set up to listen for a trigger.

The HCL® Marketing Software Scheduler can respond to triggers sent by an external application. The scheduler_console_client utility enables this feature. This utility issues triggers that can launch one or more schedules set up to listen for that trigger.

Use this procedure to create a category from a template on the Configuration page.

You must set up a throttling group for each type of object being scheduled.

Marketing Platform supports SAML 2.0 based single sign-on.

To configure SAML 2.0 single sign-on, set properties on the Configuration > Settings page.

Properties in this category configure single sign-on through a SAML 2.0 IdP server.

Set configuration properties on the Settings > Configuration page to configure federated authentication in HCL® Marketing Software.

The properties in this category are used in implementing SAML (Security Assertion Markup Language) 2.0 based federated authentication, which enables single sign-on among diverse applications.

The properties in this category are used in implementing SAML (Security Assertion Markup Language) 2.0 based federated authentication between HCL® Marketing Software applications and other HCL® and third party applications.

JSON web token (JWT) authentication is used for Journey Designer+Campaign. JWT authentication allows single sign-on between applications.

JWT authentication is used for Journey Designer+Campaign. JWT authentication allows single sign-on between applications.

Use this procedure to set up single sign-on between HCL® Marketing Software and Digital Analytics using automatic user account creation.

Perform the procedure below in the WebLogic domain where Marketing Platform is deployed to ensure that users can view Digital Analytics reports in dashboards without having to log in.

Perform the procedure below in WebSphere® cell and node where Marketing Platform is deployed to ensure that users can view Digital Analytics reports in dashboards without having to log in.

Use this procedure to set up single sign-on between HCL® Marketing Software and Digital Analytics using manual user account creation.

Perform the procedure below in the WebLogic domain where Marketing Platform is deployed to ensure that users can view Digital Analytics reports in dashboards without having to log in.

Perform the procedure below in WebSphere® cell and node where Marketing Platform is deployed to ensure that users can view Digital Analytics reports in dashboards without having to log in.

After you install the custom proxy server and import the Digital Analytics certificate, your next steps are to enable single sign-on and configure integration between Digital Analytics and Campaign.

The properties in this category specify integration settings for Digital Analytics and Campaign for the selected partition.

Use this procedure to set up single sign-on between HCL® Marketing Software and Digital Analytics using automatic user account creation.

Use this procedure to set up single sign-on between HCL® Marketing Software and Digital Analytics using manual user account creation.

This section describes the Digital Analytics configuration properties on the Configuration page.

To enable directory server integration in HCL® Marketing Software, you must determine the Distinguished Name (DN) for a user and for groups. The DN of an object on the directory server is the complete path through the directory server tree structure to that object.

Obtain the required information about the directory server with which you want to integrate. You use this information during the configuration process, to store directory server credentials and to set configuration property values.

Use this configuration process roadmap to scan the tasks required to integrate HCL® Marketing Software with Windows™ Active Directory. The Topic column provides links to the topics that describe the tasks in detail.

Refer to this table if you need help completing the fields on the Users page.

Use this procedure to force synchronization of users when HCL® Marketing Software is integrated with an LDAP server or web access control system.

Marketing Platform integration with Windows™ Active Directory provides the features described in this section.

Use this configuration process roadmap to scan the tasks required to integrate HCL® Marketing Software with LDAP. The Topic column provides links to the topics that describe the tasks in detail.

Refer to this table if you need help completing the fields on the Users page.

Use this procedure to force synchronization of users when HCL® Marketing Software is integrated with an LDAP server or web access control system.

Marketing Platform integration with LDAP provides the features described in this section.

Use this procedure to add data sources for internal users.

If your directory server does not allow anonymous access, you must configure an HCL® Marketing Software user account to hold the user name and password of a directory server user, as described in the following procedure.

Properties in this category are used to configure LDAP integration.

LDAP login method properties specify connection details the system uses to connect to the directory server.

LDAP synchronization properties specify details that the system uses to log into the directory server and identify users to import. Some of these properties also control the frequency and other details of the automatic synchronization process.

LDAP synchronization properties specify details that the system uses to log into the directory server and identify users to import. Some of these properties also control the frequency and other details of the automatic synchronization process.

LDAP synchronization properties specify details that the system uses to log into the directory server and identify users to import. Some of these properties also control the frequency and other details of the automatic synchronization process.

These properties specify the user attributes that the system imports from the directory server.

Properties in this category are used to configure LDAP integration.

Users who belong to the directory server groups you map here are imported and made members of the Marketing Platform group or groups specified here.

Use this procedure to add an internal group.

If you add a role to a group or remove a role from a group, members of that group acquire or lose that role.

Use this procedure to add a user to a group or subgroup.

When NTLMv2 authentication is enabled, you can not log in to HCL® Marketing Software as platform_admin, so you must perform the following procedure in order to have administrator access to Marketing Platform.

Properties in this category are used to configure integration with web access control software.

Only if you want to enable NTLMv2 authentication, set configuration properties as described in this procedure.

Properties in this category are used to configure integration with web access control software.

Properties in this category specify values that are used internally to navigate among HCL® Marketing Software products.

To configure web access control integration, you set some configuration properties.

This section describes one-way SSL in HCL® Marketing Software.

Follow this procedure to configure Marketing Platform integration with IBM Security Access Manager using an SSL type of WebSEAL junction.

Unprotect objects in SiteMinder as described in this procedure to enable correct functioning of your HCL® Marketing Software products.

To enable a logout of SiteMinder when a user logs out of an HCL® Marketing Software application, configure SiteMinder as follows.

Marketing Platform provides a utility, datafilteringScriptTool, that processes XML to create the data filters in the Marketing Platform system tables. Depending on how you write the XML, you can use this utility in two ways: automatic generation and manual specification.

Jim needs to create a set of data filters based on sales territories.

Jim needs to create a set of data filters based on countries, cities, and states.

The datafilteringScriptTool utility reads an XML file to populate the data filtering tables in the Marketing Platform system table database.

The ManagerSchema_PurgeDataFiltering.sql script removes all data filtering data from the Marketing Platform system tables without removing the data filter tables themselves. This script removes all data filters, data filter configurations, audiences, and data filter assignments from Marketing Platform.

Run the datafilteringScriptTool utility, which uses your XML to populate the data filter system tables.

Create the XML file that specifies the customer data used as criteria in each data filter. In the next step you will run a utility that populates the system tables with these specifications.

This section describes the XML elements for which you must provide values.

Jim needs to create a set of data filters based on sales territories.

Jim needs to create a set of data filters based on countries, cities, and states.

Set required configuration properties to enable data filtering.

You can turn the data filter cache on for better performance.

Properties in this category specify values used when data filtering is implemented.

You have two options for assigning users and groups to data filters: through the user interface or in the XML you use to create the data filters. Assigning users in the XML is a useful method when you have many users, each of whom requires a separate filter.

If you do not assign users or groups within the XML that you create, use the HCL® Marketing Software data filter user interface to perform searches for users, groups, and data filters and then select items from the search results and assign them.

You can assign users or groups to data filters in the XML, as an alternative to doing this through the user interface. Assigning users and groups to data filters in the XML is available only when you use manual specification to create the data filters.

You can assign users and groups to data filters on the Settings > Data filters pages.

Jim needs to create a set of data filters based on countries, cities, and states.

Jim needs to create a set of data filters based on sales territories.

You can assign users and groups to data filters on the Settings > Data filters pages.

You can turn the data filter cache on for better performance.

Properties in this category specify values used when data filtering is implemented.

You can set up notifications for any schedule, to alert you to the status of scheduled runs. In addition, users with Administrator permissions in Marketing Platform can set up groups to which notifications are sent.

Follow this procedure to configure the Marketing Platform to send system alert and notification emails to users. You must have an email server set up before you start.

HCL® Marketing Platform provides support for system alerts and user notifications sent by HCL® Marketing Software products.

Properties in this category are used to configure the Marketing Platform to send emails to users for system alerts and notifications.

Properties in this category control system behavior for notifications that HCL® Marketing Software products can send to users.

Follow this procedure to configure the Marketing Platform to send system alert and notification emails to users. You must have an email server set up before you start.

Use this procedure to add data sources for internal users.

Follow this procedure to configure the Marketing Platform to send system alert and notification emails to users. You must have an email server set up before you start.

On every application server on which an HCL® Marketing Software application is deployed, configure the web application server to use the certificates you have decided to employ.

Many HCL® application components can act as both server and client during normal operations, and some HCL components are written in Java™ and some in C++. These facts determine the format of the certificates you use. You specify the format when you create a self-signed certificate or purchase one from a CA.

Follow this procedure to configure SSL in Marketing Platform.

Follow this procedure to configure SSL in Marketing Platform.

When Marketing Platform is deployed with SSL and you plan to use the data filtering feature, you must perform this procedure to add the SSL options that perform hand shaking.

Marketing Platform provides the security framework for the APIs implemented by HCL® Marketing Software products.

Use the templates in this category to configure authentication for HCL® Marketing Software APIs. You can block access, require HTTPS, or require authentication for APIs.

Marketing Platform provides the security framework for the APIs implemented by HCL® Marketing Software products.

HCL® Marketing Platform implements a SAML 2.0 based Identity Provider (IdP) that enables a single sign-on federation among HCL® Marketing Software products or between HCL Marketing Software products and third party applications.

To specify the audit events that are available in the audit report and their severity, you set properties on the Settings > Configuration page.

The property on this page determines whether audit events are tracked.

The events you select on this page are available in the security audit reports.

The severity level you specify for each event on this page appears in the Audit Events report. You can use the severity level to sort and filter the report data. The events are identical to those in the HCL Marketing Platform | Audit Events | Audit events configuration category.

You can configure backups of audit events by setting the value of configuration properties in the HCL Marketing Platform | Audit Events | Audit Events Configuration category on the Settings > Configuration page.

The events you select on this page are available in the security audit reports.

To notify users of the status of audit event backup, make them members of a group that you specify in a configuration property.

To specify the audit events that are available in the audit report and their severity, you set properties on the Settings > Configuration page.

Use this procedure to add a user to a group or subgroup.

You can add and remove events and columns, rearrange and sort the columns, set the time span, specify which tracked events are shown in the report, and filter the information.

Use the fields on the Report Parameters page to configure the way the audit report is displayed.

The properties and values on the Configuration page are stored in the Marketing Platform system tables. You can use the configTool utility to import and export configuration settings to and from the system tables.

The Configuration page provides access to the central configuration properties for HCL® Marketing Software applications.

This section provides an overview of the Marketing Platform utilities, including some details that apply to all of the utilities and which are not included in the individual utility descriptions.

The encryptPasswords utility is used to encrypt and store either of two passwords that Marketing Platform uses internally.

Partitions are associated with Campaign policies and roles. These policies and roles and their partition associations are stored in the Marketing Platform system tables. The partitionTool utility seeds the Marketing Platform system tables with basic policy and role information for partitions.

The populateDb utility inserts default (seed) data in the Marketing Platform system tables.

The properties and values on the Configuration page are stored in the Marketing Platform system tables. You can use the configTool utility to import and export configuration settings to and from the system tables.

The Manager_Schema_DeleteAll.sql script removes all data from the Marketing Platform system tables without removing the tables themselves. This script removes all users, groups, security credentials, data filters, and configuration settings from Marketing Platform.

Use the scripts described in the following table to create Marketing Platform system tables manually, when your company policy does not allow you to use the installer to create them automatically.

The populateDb utility inserts default (seed) data in the Marketing Platform system tables.

The properties and values on the Configuration page are stored in the Marketing Platform system tables. You can use the configTool utility to import and export configuration settings to and from the system tables.

The ManagerSchema_DropAll.sql script removes all Marketing Platform system tables from a database. This script removes all tables, users, groups, security credentials, and configuration settings from Marketing Platform.

Follow these guidelines to create your corporate theme for the HCL® Marketing Software frameset.

Follow this procedure to apply your corporate theme to the HCL® Marketing Software user interface.

An installation of Marketing Platform is complete when you install, configure, and deployinstall and configure Marketing Platform. The Marketing Platform Installation Guide provides detailed information about installing, configuring, and deployinginstalling and configuring Marketing Platform.

When you plan your Marketing Platform and Attribution Modeler installation, you must ensure that you have set up your system correctly, and that you have configured your environment to deal with any failures.

You must create Marketing Platform data sources before you can install Marketing Platform.

You must run the HCL® Marketing Software installer to start the installation of Marketing Platform. The HCL Marketing Software installer starts the Marketing Platform installer during the installation process. Make sure that the HCL Marketing Software installer and the product installer are saved at the same location.

You must follow a set of guidelines when you deploy Marketing Platform in your web application server. There is a different set of guidelines for deploying Marketing Platform on WebLogic and on WebSphere®.

For a basic installation of Marketing Platform, you must configure Marketing Platform after deployment if you use the HCL® Marketing Software reporting feature, or if you want to use a password policy.

Marketing Platform supports an IBM WebSphere Application Server cluster deployment. Clustering is not supported on WebLogic.

This section provides an overview of the Marketing Platform utilities, including some details that apply to all of the utilities and which are not included in the individual utility descriptions.

This section describes the SQL scripts provided with Marketing Platform to perform various tasks relating to the Marketing Platform system tables.

Run the Marketing Platform and Attribution Modeler uninstallers to uninstall Marketing Platform. When you run the Marketing Platform 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.

An upgrade of Marketing Platform is complete when you upgrade, configure, and deployupgrade and configure Marketing Platform. The Marketing Platform Upgrade Guide provides detailed information about upgrading, configuring, and deployingupgrading and configuring Marketing Platform.

You can upgrade your current version of Marketing Platform to bring it up-to-date with the latest features.

Automatic migration allows the installer to run the SQL script and insert the configuration properties that are required to upgrade your Marketing Platform system tables. If your company policy does not allow automated updates to your system table database, you must use manual migration, described elsewhere in this guide.

The Marketing Platform upgrade installer can perform all of the data migration that is required for an upgrade automatically. However, if the policy of your organization does not allow automatic migration, you must complete the migration procedure to upgrade Marketing Platform manually.

The Marketing Platform upgrade installer can perform all of the data migration that is required for an upgrade automatically. However, if the policy of your organization does not allow automatic migration, you must complete the migration procedure to upgrade Marketing Platform manually.

The Marketing Platform upgrade installer can perform all of the data migration that is required for an upgrade automatically. However, if the policy of your organization does not allow automatic migration, you must complete the migration procedure to upgrade Marketing Platform manually.

The Marketing Platform upgrade installer can perform all of the data migration that is required for an upgrade automatically. However, if the policy of your organization does not allow automatic migration, you must complete the migration procedure to upgrade Marketing Platform manually.

The Marketing Platform upgrade installer can perform all of the data migration that is required for an upgrade automatically. However, if the policy of your organization does not allow automatic migration, you must complete the migration procedure to upgrade Marketing Platform manually.

You must follow a set of guidelines when you deploy Marketing Platform in your web application server. There is a different set of guidelines for deploying Marketing Platform on WebLogic and on WebSphere®.

For a basic installation of Marketing Platform, you must configure Marketing Platform after deployment if you use the HCL® Marketing Software reporting feature, or if you want to use a password policy.

This section provides an overview of the Marketing Platform utilities, including some details that apply to all of the utilities and which are not included in the individual utility descriptions.

This section describes the SQL scripts provided with Marketing Platform to perform various tasks relating to the Marketing Platform system tables.

Run the Marketing Platform and Attribution Modeler uninstallers to uninstall Marketing Platform. When you run the Marketing Platform 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.

An installation of the HCL® Marketing Software reports is complete when you install HCL® Cognos® BI and configure it for HCL Marketing Software applications. This guide provides detailed information about configuring HCL Cognos BI, and integrating HCL Cognos BI with HCL Marketing Software.

When you plan your HCL® Marketing Software reports installation, you must ensure that you correctly set up your system and configure your environment.

To install HCL® Marketing Software reporting for your products, you must install the reporting components.

Your license agreement with HCL® must grant you an HCL Cognos® BI license so you can download the HCL Cognos BI installation files. HCL Cognos BI is a collection of applications, servers, and services that is organized in a multi-tiered architecture.

After you install HCL® Cognos®, you must integrate the HCL® Marketing Software suite with HCL Cognos.

After you install or upgrade your reporting packages, you must configure your reporting installation.

A Custom Java Authentication Provider (CJAP) provides authorization for users who access Cognos report folders and reports. You can implement this feature after you implement the HCL® Marketing Software Authentication Provider, which provides single sign-on authentication between HCL Marketing Software applications and Cognos.

If you use Campaign, eMessage, or Interact with more than one partition, you must configure the HCL® Cognos® reports packages for each partition. You can set up reporting on multiple partitions after you configure the partitions in Campaign and eMessage.

You can upgrade your current version of HCL® Marketing Software reports to bring it up-to-date with the latest features.

Upgrading the 8.x or 9.x model and installing the new reports are the first steps that you must complete to upgrade your reports.

The report configuration properties for HCL® Marketing Software are at Settings > Configuration > Reports.

The HCL® Cognos® reporting integration components include a global report style sheet, GlobalReportStyles.css.

Additional styling is required for Campaign, eMessage, and Interact Cognos reports. The global report styles are modified to add classes to override the styling of existing classes to improve the look and feel of Campaign, eMessage, and Interact reports.

You can customize the reporting schemas in the Campaign Report Package by adding contact or response metrics, attributes, or response types.