Post Installation Configurations on Unica

Granting the asm_admin user access to HCL MaxAI

The default admin user (asm_admin) can access HCL MaxAI configuration properties automatically. However, there are no default users with access to the HCL MaxAI application until you configure them.

About this task

Complete the following steps to grant the asm_admin user access to HCL MaxAI:

Procedure

  1. Create a group. For example, select Settings > User groups > New Group and set up Default-MaxAI-Group.
  2. Assign the roles to the group.
  3. Assign the asm_admin user to the group.
  4. Restart the application server.
  5. Log back in as asm_admin.
  6. Verify that you have access to HCL MaxAI features by selecting .

Configuring Multiple Partitions

In the Unica family of products, partitions provide a way to secure the data that is associated with different groups of users. When you configure MaxAI or a related Unica application to operate with multiple partitions, users can see each partition as a separate instance of the application. There is no indication that other partitions exist on the same computer.

About this task

For the Unica applications that operate with MaxAI, you can configure the application within the partitions where you have configured an instance of MaxAI.

Multiple partitions are useful for setting up strong security between groups of users, because each partition has its own set of system tables. Multiple partitions cannot be used when groups of users must share data.

Each partition has its own set of configuration settings, and can be customized for each group of users. However, all partitions share the same installation binaries. With the same binaries for all partitions, you can minimize the installation and upgrade efforts for multiple partitions.

Access to partitions is managed through membership in Unica Platform groups.

Except for the partition superuser (platform_admin), each HCL user can belong to one partition. A user who requires access to multiple partitions must have a separate user account for each partition.

If there is only one partition, users do not have to be explicitly assigned to that partition to have access to MaxAI.

In a multi-partition configuration, partitions have the following security characteristics:

  • A user cannot access a partition if the user is not a member of a group that is assigned to a partition.
  • A user of one partition cannot view or change data in another partition.
  • Users cannot navigate the Unica Campaign file system above the root directory of their partition from the browse dialog boxes in Unica Campaign. For example, if two partitions, named partition1 and partition2 exist, and you belong to the group that is associated with partition1, you cannot navigate the directory structure for partition2 from a dialog box.

Procedure

  1. On the Configuration page, navigate to MaxAI > Partitions and click (partitionTemplate).

    If you do not see the (partitionTemplate) property in the list, use the configTool utility to import the partition template using the following command:

    configTool.bat -vp -p "Affinium" -f 
"<MaxAI_Home>\conf\MaxAI_configuration.xml"

    Replace MaxAI_HOME with the actual path to your MaxAI installation.

    The configTool utility is found in the tools directory under your Unica Platform installation. See the Unica Platform Administrator's Guide for information on using this utility.

    In the right pane, you see the partitionTemplate pane with an empty New category name field.
  2. Enter the name for the new partition.
  3. Click Save Changes.
    You see the new partition structure, with the same categories and properties as in the partition template.

Setting up System Users

To administer security across all users of Unica Platform, a user account must exist that has access to all security settings and user accounts in the system.

About this task

By default, this user account is platform_admin. This user account does not belong to any one partition; instead, it has access to all user accounts in all partitions.

The administrator can create additional users with the same level of access. To be a partition superuser, an account must have Admin access to the Unica Platform and have full access to the Users, User Groups, and User Permissions pages.

Procedure

On UNIX™, for the Alternate Login attribute of the system user, enter the UNIX™ name for a user in a group that shares privileges with the UNIX™ users of MaxAI.
Note: If you have multiple partitions, you must create a system user for each partition.

What to do next

Before you can use the partitions that you have configured for MaxAI, you must assign roles to the user with administrator role in each partition. You must also assign a group to each partition.

Use the partitionTool utility to create a default admin user for each partition that you create.

Assign roles to each partition Admin user - The partitionTool utility creates a default Admin user for each partition you create. On the Users page, assign at least one security role (for example, Global Policy/Admin) and any MaxAI role to your new user. Once the new user has been assigned the role, you can log into the MaxAI partition as that new user.