HCL® Marketing Platform provides security, configuration, notification, and dashboard features for HCL® Marketing Software products.
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 set up dashboards.
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.
To plan how your organization uses the dashboard feature, you should work with your marketing management team to decide the following details.
You can control who views your dashboards by associating them with groups or by assigning individual users to them. Members of a group can access the dashboard or dashboards associated with that group, while non-members cannot view these dashboards.
Dashboards allow HCL® Marketing Software users to view pages from multiple products (such as Marketing Operations and Campaign) in a single page, regardless of the permissions that are configured for them within those products.
HCL® Marketing Software provides two types of pre-defined dashboard portlets, which you can enable and then add to any dashboard you create.
HCL® Marketing Software provides pre-assembled dashboards that include portlets appropriate for various audiences.
Reports are desirable components to add to dashboards because they add a visual element that makes it easy to scan large amounts of data. However, because reports require additional processing resources, performance can become an issue when many users access dashboards that contain many reports on a regular basis.
Only users with the Administer Dashboards permission in a partition can administer all of the dashboards in that partition. By default, this permission is granted to users with the AdminRole role in Marketing Platform.
The first time you add a portlet to a new dashboard, a window opens prompting you to select and save a layout. You can change the layout later by selecting the tab for the dashboard and selecting a different layout.
If you are administering dashboards in a multi-partition environment, read this section to understand how multiple partitions affect dashboards.
When you have multiple partitions configured, follow these guidelines when you set up dashboards.
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.
Use this procedure to add a pre-defined portlet to a dashboard.
Use this procedure to remove a portlet from a dashboard.
Use this procedure to change the name or properties of a portlet.
Use this procedure to change the name or properties of a dashboard.
Use this procedure to delete a dashboard.
Use this procedure to assign or change a dashboard administrator.
Refer to this table if you need help completing the fields in the Manage Portlets page.
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.
Topics in this section describe how to create and use custom portlets.
Topics in this section describe how to manage dashboard membership.
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.
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.
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