IBM Unica Campaign Version 8 Release 5 March 16, 2012
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IBM Unica Campaign Version 8 Release 5 March 16, 2012 Administrator's Guide Note Before using this information and the product it supports, read the information in “Notices” on page 377. This edition applies to version 8, release 5, modification 0 of IBM Unica Campaign (product number 5725-D22) and to all subsequent releases and modifications until otherwise indicated in new editions. © Copyright IBM Corporation 1998, 2011. US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. Contents Contacting IBM Unica technical support ix To map or re-map a system table ......26 To unmap a system table .........27 Chapter 1. Administration in IBM Unica To view system table contents .......27 Campaign ..............1 Working with user tables ..........28 About working with user tables ......28 Campaign-related administrative tasks in IBM Unica Guidelines for mapping user tables .....29 Marketing ...............1 To access data sources from within a flowchart 29 Working with user tables while editing a Chapter 2. Managing security in IBM 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 ........40 How Campaign evaluates permissions.....4 To open a data dictionary.........40 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 . 41 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 .........42 Implementing security policies ........10 To create a table catalog .........42 To create a security policy ........10 To load a stored table catalog .......43 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 .............44 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 . 47 Windows impersonation administration .....16 Custom campaign attributes .........47 What is Windows impersonation? ......16 Custom cell attributes ...........47 Why use Windows impersonation? .....16 Custom offer attributes ..........48 What is the relationship between Campaign users What is a static attribute?.........48 and Windows users? ..........16 What is a hidden static attribute? ......48 The Windows impersonation group .....17 What is a parameterized attribute? .....48 Windows impersonation and logging into IBM Select box attributes and offer templates ....49 Unica Marketing............17 Working with custom attributes .......49 Working with Windows impersonation ....17 To add a custom attribute ........49 About support of Proxy Server Authentication. 18 To modify a custom attribute .......50 To set authentication credentials for a virtual data Custom initiatives ............52 source named proxy ..........19 To add an initiative...........52 Custom products ............52 Chapter 3. Database table To add a product ...........52 administration ...........21 Table administration concepts ........21 Chapter 5. Offer template What are system tables? .........21 administration ...........53 What are user tables? ..........21 What is an offer? ............53 About mapping tables ..........22 What is an offer template? .........53 What is a data dictionary? ........23 Offer templates and security.........54 What is a table catalog? .........23 Why use offer templates?..........54 Initial table administration tasks .......24 Planning offer templates and offers ......54 Prerequisites: expected state following installation 24 Working with offer attributes ........55 To test system table access ........24 To add a custom attribute ........55 To test user table access .........25 To modify a custom attribute .......56 Mapping Customer audience level system tables 25 Standard offer attributes .........57 Working with system tables .........26 Working with offer templates ........58 © Copyright IBM Corp. 1998, 2011 iii To create an offer template ........58 Chapter 8. Response history To modify an offer template ........59 administration ...........83 To reorder offer templates ........60 Response history concepts .........83 To retire an offer template ........61 What is response history? ........83 Using offer custom attributes in offer templates 61 What is the response type? ........83 Adding list values to the Channel attribute . 61 How does response history relate to audience Offer template references ..........61 levels? ...............83 Template icons ............61 How does response history relate to database Default offer attributes .........63 tables? ...............84 Foreign key constraints in response history tables 84 Chapter 6. Audience level What is an action table? .........84 administration ...........65 What does an action table contain? .....84 About audience levels ...........65 Why use an action table? .........84 Why different audience levels are needed in Working with response history ........85 Campaign ...............66 Creating response history tables for new The default Customer audience level ......66 audience levels ............85 Creating additional audience levels ......66 Mapping response history tables to Unica system About audience levels and system tables ....66 tables ...............85 Default Customer audience level system tables 67 To set the number of days after an offer expires About audience levels and strategic segments . 67 to record responses ...........85 Audience level unique identifiers ......67 To add a response type .........85 Required fields in audience-level-specific tables 68 Logging response history .........86 About audience levels and user tables .....69 Response history references .........86 User tables with a single audience level ....69 Default response types .........86 User tables with multiple audience levels . 70 Sample UA_ActionCustomer Table .....87 Working with audience levels ........70 Workflow for setting up a new audience level . 70 Chapter 9. Operational monitoring . 89 Removing an audience level ........73 To configure operational monitoring ......89 About global suppressions and global suppression To access the All Monitored Runs page .....89 segments ...............73 Viewing the All Monitored Runs page .....89 Switching audiences with global suppressions . 74 To sort the list of flowcharts on the All Monitored About creating global suppression segments . 74 Runs page ...............90 Updating global suppression segments ....75 To view associated campaigns or flowcharts . 90 Deleting global suppression segments ....75 To refresh the All Monitored Runs page display 90 Logging for global suppressions ......75 Working with flowcharts through the All Monitored Runs page ...............90 Chapter 7. Contact history To stop a running flowchart ........91 administration ...........77 To suspend a running flowchart ......91 Contact history concepts ..........77 To resume a suspended flowchart ......91 What is contact history? .........77 Operational monitoring references .......91 What is detailed contact history? ......78 Flowchart states and actions ........92 What is contact status? .........78 Properties related to operational monitoring . 93 About updating contact status .......78 All Monitored Runs page icons .......93 How does contact history relate to audience levels? ...............79 Chapter 10. Dimension hierarchy How does contact history relate to database and administration ...........95 system tables? ............79 What is a dimension hierarchy? .......95 What is offer history? ..........79 Why use dimension hierarchies? .......95 What is treatment history? ........79 About dimension hierarchies and cubes .....96 Working with contact history ........80 About dimension hierarchies and database tables. 96 Creating contact history tables for new audience Working with dimension hierarchies ......97 levels ...............80 About working with dimension hierarchies. 97 Mapping contact history tables to Unica system Designing dimension hierarchies ......97 tables ...............80 Accessing dimension hierarchies in Campaign . 97 To add a contact status code........81 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 Default contact status codes .........82 To remove a dimension hierarchy ......99 iv IBM Unica Campaign: Administrator's Guide Chapter 11. Trigger administration 101 Chapter 13. Unique code What is an inbound trigger? ........101 administration ...........121 Why use an inbound trigger? .......101 About campaign codes ..........121 Inbound triggers and the Schedule process . 101 About offer codes ............121 What is broadcasting? .........101