IBM Unica Campaign: Administrator's Guide to Remove a Dimension Hierarchy
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IBM Unica Campaign Version 8 Release 6 February, 2013 Administrator's Guide Note Before using this information and the product it supports, read the information in “Notices” on page 385. This edition applies to version 8, release 6, modification 0 of IBM Unica Campaign and to all subsequent releases and modifications until otherwise indicated in new editions. © Copyright IBM Corporation 1998, 2013. US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. Contents Chapter 1. Administration in IBM Unica To view system table contents .......27 Campaign ..............1 Working with user tables ..........28 Campaign-related administrative tasks in IBM Unica About working with user tables ......28 Marketing ...............1 Guidelines for mapping user tables .....28 To access data sources from within a flowchart 29 Chapter 2. Managing security in IBM Working with user tables while editing a flowchart ..............29 Unica Campaign ...........3 Working with user tables from the Campaign About security policies ...........3 Settings page .............30 The global security policy .........3 Working with data dictionaries ........39 How Campaign evaluates permissions.....4 To open a data dictionary.........39 Using the Owner and Folder Owner roles . 4 To apply changes to a data dictionary ....40 Guidelines for designing security policies....5 When to use a data dictionary .......40 Security scenarios.............5 Data dictionary syntax..........40 Scenario 1: Company with a single division . 5 To manually create a new data dictionary . 40 Scenario 2: Company with multiple separate Working with table catalogs .........41 divisions...............7 To access table catalogs .........41 Scenario 3: Restricted access within a division . 9 To open a table catalog .........41 Implementing security policies ........10 To create a table catalog .........41 To create a security policy ........10 To load a stored table catalog .......42 To delete a security policy ........10 Deleting table catalogs..........43 Assigning security policies to folders or objects 11 To update pre-computed profiles for tables in a About administrative permissions in Campaign . 11 table catalog .............43 To configure report folder permissions ....12 To define a data folder for a table catalog . 44 Reference: Administrative permissions in Campaign ..............12 Chapter 4. Customizing campaigns . 45 Windows impersonation administration .....16 Custom campaign attributes .........45 What is Windows impersonation? ......16 Custom cell attributes ...........45 Why use Windows impersonation? .....16 Custom offer attributes ..........46 What is the relationship between Campaign users What is a static attribute?.........46 and Windows users? ..........16 What is a hidden static attribute? ......46 The Windows impersonation group .....16 What is a parameterized attribute? .....46 Windows impersonation and logging into IBM Working with custom attributes .......47 Unica Marketing............16 To create a custom attribute ........47 Working with Windows impersonation ....17 To modify a custom attribute .......48 About support of Proxy Server Authentication. 18 Custom initiatives ............50 To set authentication credentials for a virtual data To add an initiative...........50 source named proxy ..........18 Custom products ............50 To add a product ...........50 Chapter 3. Database table administration ...........21 Chapter 5. Offer template Table administration concepts ........21 administration ...........51 What are system tables? .........21 What is an offer? ............51 What are user tables? ..........21 What is an offer template? .........51 About mapping tables ..........22 Offer templates and security.........52 What is a data dictionary? ........23 Why use offer templates?..........52 What is a table catalog? .........23 Planning offer templates and offers ......52 Initial table administration tasks .......24 Working with offer attributes ........53 Prerequisites: expected state following installation 24 Using custom attributes in offer templates . 53 To test system table access ........24 To create a custom attribute ........53 To test user table access .........24 To modify a custom attribute .......55 Mapping Customer audience level system tables 25 Standard offer attributes in Campaign ....56 Working with system tables .........26 Working with offer templates ........56 To map or re-map a system table ......26 Using drop-down lists in offer templates . 57 To unmap a system table .........27 To create an offer template ........57 © Copyright IBM Corp. 1998, 2013 iii To modify an offer template ........58 Default contact status codes .........82 To reorder offer templates ........59 To retire an offer template ........60 Chapter 8. Response history Adding list values to the Channel attribute . 60 administration ...........83 Template icons ............60 Response history concepts .........83 Default offer attributes .........61 What is response history? ........83 Introduction to using Marketing Operations assets What is the response type? ........83 in Campaign offers ............62 How does response history relate to audience Guidelines for using Marketing Operations assets levels? ...............83 in Campaign offers ...........63 How does response history relate to database Setting up Marketing Operations assets for use in tables? ...............84 Campaign offers ............63 Foreign key constraints in response history tables 84 What is an action table? .........84 Chapter 6. Audience level What does an action table contain? .....84 administration ...........65 Why use an action table? .........84 About audience levels ...........65 Working with response history ........85 Why different audience levels are needed in Creating response history tables for new Campaign ...............66 audience levels ............85 The default Customer audience level ......66 Mapping response history tables to IBM Unica Creating additional audience levels ......66 system tables .............85 About audience levels and system tables ....66 To set the number of days after an offer expires Default Customer audience level system tables 67 to record responses ...........85 About audience levels and strategic segments . 67 To add a response type .........85 Audience level unique identifiers ......67 Logging response history .........86 Required fields in audience-level-specific tables 68 Response history references .........86 About audience levels and user tables .....69 Default response types .........86 User tables with a single audience level ....69 Sample UA_ActionCustomer Table .....87 User tables with multiple audience levels . 70 Working with audience levels ........70 Chapter 9. Operational monitoring . 89 Workflow for setting up a new audience level . 70 To configure operational monitoring ......89 Removing an audience level ........73 To access the All Monitored Runs page .....89 About global suppressions and global suppression Viewing the All Monitored Runs page .....89 segments ...............73 To sort the list of flowcharts on the All Monitored Switching audiences with global suppressions . 74 Runs page ...............90 About creating global suppression segments . 74 To view associated campaigns or flowcharts . 90 Updating global suppression segments ....75 To refresh the All Monitored Runs page display 90 Deleting global suppression segments ....75 Working with flowcharts through the All Monitored Logging for global suppressions ......75 Runs page ...............90 To stop a running flowchart ........90 Chapter 7. Contact history To suspend a running flowchart ......91 administration ...........77 To resume a suspended flowchart ......91 Contact history concepts ..........77 Operational monitoring references .......91 What is contact history? .........77 Flowchart states and actions ........91 What is detailed contact history? ......78 Properties related to operational monitoring . 93 What is contact status? .........78 All Monitored Runs page icons .......93 About updating contact status .......78 How does contact history relate to audience Chapter 10. Dimension hierarchy levels? ...............79 administration ...........95 How does contact history relate to database and What is a dimension hierarchy? .......95 system tables? ............79 Why use dimension hierarchies? .......95 What is offer history? ..........79 About dimension hierarchies and cubes .....96 What is treatment history? ........79 About dimension hierarchies and database tables. 96 Working with contact history ........80 Working with dimension hierarchies ......97 Creating contact history tables for new audience About working with dimension hierarchies. 97 levels ...............80 Designing dimension hierarchies ......97 Mapping contact history tables to system tables 80 Accessing dimension hierarchies in Campaign . 97 To add a contact status code........80 To create a dimension hierarchy ......98 Logging history ............81 To load a stored dimension hierarchy.....98 Updating contact history .........82 To edit a dimension hierarchy .......99 Clearing contact history .........82 To update a dimension hierarchy ......99 iv IBM Unica Campaign: Administrator's Guide To remove a dimension hierarchy ......99 log4j logging tasks...........118 Chapter 11. Trigger administration 101 Chapter 13. Unique code What is an inbound trigger? ........101 administration ...........121 Why use an inbound trigger?