How the batch process was carried out in TCS

IBM Marketing Operations Version 9 October Release Administrator's Guide

Transcript

1 IBM Marketing Operations Version 9 October 2013 Release Administrator's Guide

2 Note Before using this information and the product it supports, read the information under Notices on page 231. This edition applies to Version 9, Release 0, Modification 0 of IBM Marketing Operations and all subsequent releases and modifications until this notice is changed in new editions. Copyright IBM Corporation 2002, 2012.

3 Table of Contents Chapter 1. Options for Customizing the IBM Marketing Operations Interface. 19 Renaming Marketing Object Types File sysmodules.xml File sysmenu.xml Renaming a Marketing Object Type Customizing Menus Create Menu Reorganizing Items in Menus Renaming a Menu or an Item in a Menu Adding a Menu Item Linked to a URL Synchronizing Menus Multi-Country Support Chapter 3 Marketing Object Types Defining a Custom Marketing Object Type Marketing Object States The Global State File State Transitions Custom Marketing Object Types Adding a Marketing Object Type The Add Marketing Object Type Page Marketing Object Type Definition Files Operations report and folder names in the Cognos IBM Marketing Operations report e and Cognos .. 38 Data Model Updates in Cognos Updating the IBM Marketing Operations Data Model Example of a Query Subject for a Custom Metric Filters in Cognos Reports Hyperlinks in Cognos Reports Example of a Custom Report: Project Success Summary (Custom) Reports for Marketing Operations Administrators 44 Create the "Out of Office List and Delegation" Create an Analysis Report on Reasons for Denial Chapter 5. Introducing Templates When to Create Another Template .. 47 Deciding on a Set of Templates Sample Templates List of Sample Templates Template Components How to Create Templates Plan for custom Templates What can be customized? Overview Tab Example Custom Tab Example .. 56 Campaign Projector Templates Campaign Projector Template Design Offer Templates Chapter 6. Adding or Editing Templates Creating and Managing Templates Template Tab Reference Effects of Template Changes Template Properties Tab Defining Template Attributes Tab Copyright IBM Corp. 2002, 2012 iii

4 Exporting templates "Tabs" template tab for customizing the user interface. Adding tabs to templates. 70 Moving tabs and forms to templates. Deleting custom forms and tabs from templates. Creating rules for showing and hiding forms. Rule Builder Dialog Tab "Template Attachments" for adding folders and files "Template for custom links" tab for accessing other websites Template tab "Customize Alerts" for triggering event-related alerts Page "Icons" Adding and editing icons Template validation Database validation Attribute validation Chapter 7. Program and projector layers Adaptation of the "Budget" tab. Adding text columns to the "Item position details" table. Inactivating or removing text columns To automate approvals for position items Create budget approval rules Edit budget approval rules Delete budget approval rules Project Roles tab of a projector sheet to add participants Request tab of a projector sheet to configure the request process Fields of the Request tab Example: Create a rule for a request template tab Projector Layer Workflow Adding a Workflow to Templates Configuring the Workflow Fields in Workflow Worksheets Workflow Tab of a Template Reasons for Denial in Approval Processes Customizing Milestone Types Creating and Editing Workflow Templates .. 91 Importing Workflow Templates Exporting Workflow Templates Campaign Projector Template Tab for Communicating with Campaign TCS approval data mapping definitions mapping IBM Campaign contact and response numbers to Marketing Operations metrics. 100 Metric Data Mapping File i Administrator's Guide Adding Data Mapping Files Editing Data Mapping Files Deleting Data Mapping Files Chapter 8. Using Attributes in Forms Standard Attributes Attributes for Marketing Operations and Campaign Integration Campaign Attributes Cell Attributes Offer Attributes Create, Edit, and Delete Attributes 128 Create and Activate Shared Attribute Edit a Shared Attribute Delete a Shared Attribute List of Shared Attributes page .. 129

5 Create local attribute Edit local attribute Delete a local attribute Attribute reference Standard attribute fields Database notes for attribute database columns Information on the attribute types Attribute types for campaign, cell and offer attributes Attribute type "Text" Attribute type "Single selection" Attribute type "Single selection - database" Attribute type "Multiple selection - database" Attribute type "Yes or No" Attribute Type "Decimal Number" Attribute Type "Money" Attribute Type "Calculated" Attribute Type "URL Field" Attribute Type "Object Reference" Attribute Type "Image" Attribute Type "Creativity URL" Attribute Type "Object Attribute Field Reference" Attribute Type "Single List Object Reference" Attribute Type " Dependent field "Chapter 10. Working with Metrics Types of Metrics Creating Metrics Overview Working with Metrics, Metric Dimensions, and Metric Sheets Metric Properties Metric Dimension Properties Creating Metric Sheets and Metric Template Groups Creating Metric Sheets Create Metric Groups E Exporting and importing metric templates 155 Chapter 11. Multi-country support Localized object types Localized format and symbol settings Multi-country support for templates Localizing templates via the property file Globalizing standard attributes Localizing forms Localizing forms Localizing metrics Importing metric properties file Localizing lists Chapter 12. Setting up Security Policy 155 Global Security Policy Roles Default Security Policy Roles Custom Security Policy Roles 156 Object Access Roles Information About Project Roles Security Policies and Permissions Permissions Planning Security Policies Configuring Security Policies Information About Editing Global Security Policy Creating Security Policies Information About Configuring User Visibility For Roles Assigning Security t Policy Roles Controlling Access to Templates About Access Controls for Projects and Requests Example of a Security Configuration for Project Requests Chapter 13. Setting Up Alerts Event Alerts About Reminders Setting Default Alert Subscriptions Setting Default Alert Subscriptions Default Alert Subscriptions Page Information on Reminders and Data on Workflow Tasks Customizing Notifications Alerts Customizing Alert Notifications Alert Settings Page Example of a Custom Alert Message Changing the Alert Counter Update Interval How IBM Marketing Operations determines who sends alerts Chapter 14. Defining list options Customizable lists Adding options to a list List properties Enable, disable, or remove A list option Chapter 15. Implementing Project Status Rules Key Performance Indicators (KPIs) Default Stat Configuring Project Status Rules Adding a Rule to Projector Templates Customizing Labels and Colors Chapter 16. Exporting and Importing Metadata Exporting Metadata Bulk Exporting Metadata Importing Metadata Importing Template Metadata Importing Metadata Table of Contents

6 Chapter 17. Setting Up Libraries and Digital Assets Creating a Library About Activated and Deactivated Libraries Chapter 18. Setting Up Accounts Account Administrators Account Owners Creating an Account Account Properties Page Adding and Removing Account Owners 189 About Activated and Inactivated Accounts Activating or deactivating a Accounts Chapter 19. Advanced Topics Programmatically Populating Fields Examples of Programmatically Filling Fields Serer-Side ID Generation and Validation of Project Attributes Example Jaa User Interface Grid Validation Validation Interface Data Validation Rules Validation Rules Before Contacting IBM Technical Support Terms of Use i Administrator's Guide

7 Chapter 1. Managing IBM Marketing Operations With IBM Marketing Operations, you can organize the people, tasks, and budget for marketing programs while reducing costs and time to market. Marketing Operations is a web-based application. System requirements The requirements regarding hardware, operating system, web server and database are described in the document Recommended software environments and minimum system requirements. Client computers Configure client computers to meet the following requirements. Every time users view the web page, Internet Explorer must check for more recent versions of saved pages. For example, in Internet Explorer 9, select Tools> Internet Options and click Settings in the Browser History section. Select Every time you visit the website. If the client computer uses software to block pop-up advertising windows, Marketing Operations is not working properly. Allow windows with pop-up advertisements for the Marketing Operations URL (for example, IBM Marketing Operations in a clustered environment. Additional features To perform system administration tasks in a clustered environment, shut down all but one of the Marketing Operations instances. IBM Marketing Operations offers several Options that extend the core, out-of-the-box functions. Your company can integrate Marketing Operations with other IBM products or activate add-on modules. To extend Marketing Operations functions, your company can add the following products and functions: Integrate IBM Campaign with Marketing Operations . Activate optional offer integration when Marketing Operations and Campaign are integrated. Integrate IBM Digital Recommendations into Marketing Operations. Activate the financial management module, which supports accounting activities for your plans, programs and projects. Activate the Di. gital asset management module that supports centralized storage and management of electronic files. Copyright IBM Corp. 2002,

8 For More Information Activate the Integration Services module, which contains the application programming interface (API) to extend Marketing Operations. These options are licensed separately. As a result, they are not active in every company. IBM Marketing Operations is used by different people for different roles in your company. For information about Marketing Operations, there are a number of manuals, each designed for team members with specific goals and specific skill profiles. The following table lists the information that is available in the individual manuals. Table 1.

9 Table 1. Manuals in the complete Marketing Operations documentation (continued) If you See Target Audience Creating Custom Procedures for Integrating Marketing Operations with Other Applications Information about the structure of the Marketing Operations database Further information in real life IBM Marketing Operations Integration Module and the JaaDocs API available by clicking Help> Product Documentation in Marketing Operations, then downloading the IBM publicapi.zip file, accessing IBM Marketing Operations System Scheme Help, or searching for the user, administrator, or installation guides: Click Help> Help on This Page. To access all Marketing Operations manuals: Click Help> Product Documentation. To find the manuals for all IBM Enterprise Marketing Management (EMM) products: Click Help> Full Documentation IBM EMM Suite. IT administrators Database administrators Implementation consultants Database administrators All Marketing Operations users Users and user groups You can use the features that are installed with the IBM Marketing Platform to create and manage users and user groups. Before working with other users, make sure that the Scoping preference for your own IBM Marketing Operations user matches the default locale for your installation. The default country setting of the installation is defined with the property defaultlocale under Settings> Configuration> Marketing Operations. You can find detailed information about creating users and user groups, specifying user preferences, and assigning application access in the IBM Marketing Platform Administrator's Guide. After creating users, assign them to a user group that has the desired access level (for example PlanUserRole or PlanAdminRole). This allows users to access Marketing Operations. After you have created users and user groups, you must synchronize the Marketing Operations user tables with the Marketing Platform user tables. This step assigns the Marketing Operations default security policy roles to the users. See Synchronizing Users on page 4. Chapter 1. Administering IBM Marketing Operations 3

10 If you don't see the users you expected, or if users get error messages trying to log in, make sure that the user group has application access permissions to Marketing Operations. Next, you need to make sure that the user tables have been synchronized. Synchronizing users Synchronizing users ensures that system tables contain all of the user information entered into either the IBM Marketing Platform or IBM Marketing Operations. You need to synchronize users when you create new users. The execution of the automated synchronization is based on the schedule that is set using the usermanagersynctime property under Settings> Configuration> Marketing Operations> umoconfiguration. The Marketing Operations user tables can also be manually synchronized with the Marketing Platform user tables. This procedure allows new users to sign in to Marketing Operations and changes can take effect before the next scheduled synchronization. Manually synchronizing users You synchronize users between IBM Marketing Platform and IBM Marketing Operations. Perform this task whenever you add new users or troubleshoot any user issues. 1. Log in to Marketing Operations. 2. Click Settings> Marketing Operations Settings. 3. Click Synchronize Users. View of the administration process in IBM Marketing Operations After installing IBM Marketing Operations, the administrator must configure the product and create objects such as list definitions and templates before users can start working with them. For best results, read the IBM Marketing Operations User's Guide to familiarize yourself with the product before setting it up for users. 1. Installation on Marketing Operations. 2. Configure Marketing Operations. For more information about installing and configuring Marketing Operations, see the IBM Marketing Operations Installation Guide. 3. Create templates. See Chapter 5, Introducing Templates, on page Set up a security policy and configure alerts. See Chapter 12, Setting Up Security, on page 155 and Chapter 13, Setting Up Alerts, on page Set Up Assets. See Chapter 17, Setting Up Libraries and Digital Assets, on page Set Up List Definitions. See Chapter 14, Defining List Options, on page Administrator's Guide

11 Administrator Settings Page When you select Settings> Marketing Operations Settings, the Administrator Settings page appears. User Personalization Section Table 2.Administrator Settings: User Personalization Section Section Description User Personalization Contains links that allow users to customize Marketing Operations to view and receive the information that is important to them. For more information, see the IBM Marketing Operations User Guide. System Administrator Settings Section Table 3. System Administrator Settings Section: Restricted Options Link Description Security Policy Settings User Permissions Synchronize Users Contains links to all security policies defined for your system. For more information, see Creating Security Policies on page 162. Lists all users who are authorized to use Marketing Operations. The list is sorted according to the groups to which they are assigned. For more information, see Assigning Security Policy Roles on page 155. The users in Marketing Operations are synchronized with the users in IBM Marketing Platform. For more information, see Synchronizing users on page 4. When you synchronize users in a clustered environment, any changes are propagated to the other serers the next time they synchronize with Marketing Platform. Synchronize the menus in Marketing Platform with the menus defined in Marketing Operations. Table 4. System Administrator Settings Section: Accessible Options Link Description Opens a page for setting up and editing standard alert subscriptions for Marketing Operations objects. For more information, see Set Default Alert Subscriptions on page 159. Menus Synchronize Default Alert Subscriptions Table 5. System Administrator Settings Section: Root Level Object Definitions Link Description Account Definitions Note: This link is only available for systems using the financial management module for Marketing Operations. Budget position. Columns Asset Library Definitions Contains links to manage Marketing Operations accounts. Opens a page for adding columns of text to the line item detail tables on the Budget tab. Contains links to manage asset libraries. For more information, see Chapter 17, Setting Up Libraries and Digital Assets, on page 199. Chapter 1. Administering IBM Marketing Operations 5

12 Table 6. System Administrator Settings Section: Project Options Link Description Current Status Click this link to customize the user interface labels and colors associated with the four possible project status values. See Customizing Labels and Colors on page 185. Current Status Rules Recalculate Current Project Status Daily Current Project Status s Click this link to view and manage the rules that are used to calculate the status score for projects. You can add, edit, delete rules and assign the rule to projector templates. See Configuring Project Status Rules on page 189. Click on this link to manually trigger the recalculation of the status assessment for all projects. See Chapter 15, Implementing Project Status Rules, on page 179. Available to all users with the Plan User or Plan Administrator security policy role. Click this link to subscribe to or unsubscribe from project status notifications. These messages are only triggered by the automated daily process and will not be sent if that process is not running for any reason. IntraDay (Scheduler) Daily (Scheduler) For more information, see the description of the Marketing Operations> umoconfiguration> Scheduler> daily property in the Marketing Operations Installation Guide. Indicates the status of the batch process for the regular recalculation of the project status ratings with ON or OFF. This setting can be either ON (active) or OFF (not active) and indicates whether the IntraDay (scheduler) function is executed. For more information, see the description of the Marketing Operations> umoconfiguration> Scheduler> intraday property in the Marketing Operations Installation Guide. Indicates the status of the daily batch process for calculating the project status scores. This setting can be either ON (active) or OFF (not active) and specifies whether the function daily (scheduler) is executed. For more information, see the description of the Marketing Operations> umoconfiguration> Scheduler> daily property in the Marketing Operations Installation Guide. Table 7. System Administrator Settings Section: Other Options Link Description List Definitions Contains links to the available lists that an administrator can use to enter or define list values. For more information, see Customizable Lists on page 169. Template Configuration Provides links to features for working with templates and template components. For more information, see Creating and Managing Templates on page 60. Note: In a clustered environment, you must shut down all but one of the serers before you begin performing template configuration tasks. 6 Administrator Guide

13 Table 7. System Administrator Settings Section: Other Options (continued) Link Description Non-Working Days Manage Published Searches Marketing Object Type Settings Opens a page to update system-wide non-working days. For more information, see System-Wide Non-Working Days on page 8. Opens a page for publishing searches saved by Marketing Operations users. For more information, see Publishing Advanced Searches on page 13. Opens a page where you can view and manage custom marketing object types for your system. For more information, see Custom Marketing Object Types on page 31. Trigger Bindings Customize Alerts Marketing Operations Upgrade Data Migration Automatically Add an Out-of-Office Representative Note: In a clustered environment, you must shut down all but one of the serers before you can complete Marketing Object configuration tasks. Opens a page that lists triggers defined in the system and details of how they are linked to procedures. For more information, see Triggers on page 10. Opens a page where you can change the text for alerts for specified events. See Chapter 13, Setting Up Alerts, on page 159 for more information. Opens a page where you can select Marketing Operations components to update. See the IBM Marketing Operations Installation Guide for details. Opens options for exporting and importing metadata. See Chapter 16, Exporting and Importing Metadata, on page 199. Provides access to a system-wide setting for the Out of Office function. In the event that a user is absent, a deputy can be specified who takes on tasks, approvals and requests. This setting specifies whether a user can only select one other team member or any user on Marketing Operations as a deputy. Set the ability to automatically add a substitute user to "Yes" if the substitute should, if necessary, be added as a project team member for an assigned task, approval or request. Set the option to automatically add a substitute user to "No" if users can only select a user who is already a team member for exactly the same projects as a substitute. You can override this setting for individual projector settings. Out of Office and Delegation Summary For more information on the Out of Office feature, see the IBM Marketing Operations User Guide. Provides options for information reporting on absent team members. For more information, see Creating the "Out of Office and Delegation Summary" on page 45. Chapter 1. Administering IBM Marketing Operations 7

14 Table 7. System Administrator Settings Section: Other Options (continued) Link Associated Reasons For Denial With Standalone Approvals Import Campaign Offers Description With standalone approvals, you can configure Marketing Operations to notify users who refuse an approval for a reason based on a predefined Must select list. See Reasons for Denial of Approval Processes on page 94. Only available in systems that integrate IBM Marketing Operations with Campaign and that also allow optional integration of offers. Enumerates the offers and offer templates, folders, and lists currently available in IBM Campaign. For more information about enabling offers, see the IBM Marketing Operations and Campaign Integration Guide. Setting the time zone You can set your time zone to view IBM Marketing Operations dates and times in the appropriate locale. The time zone is adjusted in the user settings on IBM Marketing Platform. Note: The default time zone is serer time. 1. Click Settings> Users. 2. Select your username. Note: Usernames are listed in alphabetical order. 3. Click Edit Settings. 4. Select Marketing Platform. 5. Select your time zone from the list. 6. Save your changes. You can decide whether to use the Calendar / Timeline settings to display information about the user's time zone at the top of the workflow pages and in the column headings. You could choose to display the time zone information in the workflow if many users from different time zones are working on the same projects. If project users work in the same time zone, you might choose not to see this information. For more information, see the Calendar chapter in the IBM Marketing Operations User Guide. System-wide non-working days In IBM Marketing Operations, you can allow for times when no work on tasks is done by default. Marketing Operations does not take into account non-working times when calculating the duration of tasks. If you have defined one or more types of non-working days (for example "vacation"), you can specify exact non-working days individually or as a range of dates. For more information about the types of non-working days, see Chapter 14, Defining List Options, on page Administrator's Guide

15 Adding non-working days You can add non-working days, such as public holidays, when no work is done. If you add a non-working day, you must specify its type. To verify that the list of non-working day types includes the options you need, click Settings> Marketing Operations Settings> List Definitions. See Chapter 14, Defining List Options, on page Select Settings> Marketing Operations Settings. 2. In the "Other Options" area, click Days off. The Non-Working Days page is displayed. 3. Enter a start date and an end date for the new non-working time. The standard end date is the start date to make it easier to enter individual days. 4. Enter a name for the non-working time in the Name field. 5. Select a type for the event from the Type list. 6. Click on Accept. You will receive a message stating that you must click Save Changes for the changes to take effect. Note: You cannot add dates that are in the past. 7. Click Save Changes. If projects are affected by your changes, the system lists the affected projects with the names and addresses of the respective project owners. 8. Click Return to Previous Page to add more non-working days. Removing Non-Work Days You can remove dates from days when no work is done. This can e.g. B. be the case with a change in the holiday calendar. 1. Select Settings> Marketing Operations Settings. 2. In the "Other Options" area, click Days off. 3. Select a date or a range of dates from the list. 4. Click Remove. You will receive a message stating that you must click Save Changes for the changes to take effect. Note: Dates that are already in the past cannot be deleted. 5. Click Save Changes. If projects are affected by your changes, the system lists the affected projects with the names and addresses of the respective project owners. 6. Click Return to Previous Page to remove additional non-working days. How to change the list of non-working business days Typically, the list of public holidays and other non-working days is created at the beginning of the calendar year, before details of marketing activities are known. Chapter 1. Administering IBM Marketing Operations 9

Turn 16. However, you may need to change the list of non-working days after dates have already been set for tasks, projects, and programs. If so, do the following to change the list of non-working days. 1. Edit the list of non-working days. 2. If your changes affect projects or tasks, notify the affected project owners using the Business Days overview page. Non-Work Break Summary Page If you are changing non-work days, use the Non-Work Break Summary page to send notifications to the project owners whose projects are affected. The Non-Work Day Changes Summary page contains the following fields. Table 8. Fields on the Summary of Non-Work Day Changes page Field Name Address Project List Description The name of the project owner of the affected project. The address of the project owner of the affected project. A list of affected projects and the actual days off that have been added or removed that occur during the duration of the project. You can cut the text and paste it in the Project List field in your address so that the project owners can quickly see your changes. Triggers Triggers can perform powerful custom validation, pre- and post-eent processing. You can use triggers to integrate out-of-the-box process capability from IBM Marketing Operations into custom business processes. You can set triggers so that events bound to certain objects trigger the execution of a procedure. When such events occur, Marketing Operations Procedure Manager runs the trigger. Example: You want to insert data into a database as soon as the status of a certain project changes from "Draft" to "Acti". To be able to insert data with a trigger, you must define the following. A procedure for inserting a record into an external database table. A projector layer called "DirectMail". A trigger binding for the "DirectMail" template that is to be executed when the status of a project changes (for example from "Draft" to "Acti"). 10 Administrator Guide

17 For projects based on the "DirectMail" template, the system calls the procedure as soon as the specified status change occurs. The following trigger rules apply: Triggers occur before or after an event. Triggers run on a subset of system events that include projects, requests, marketing items, approvals, tasks, workflow worksheets, grid lines, users, invoices, budgets, accounts, and resources. Triggers should generally be defined in as much detail as possible. For example, instead of setting a trigger binding on an object, you should configure a trigger binding for a specific event for a specific projector location. You can view the list of trigger bindings for your installation by going to Settings> Marketing Operations Settings and clicking Trigger Bindings. Adding a Trigger There are several things you must do before a trigger automatically executes a procedure when a certain condition is met on an object. Note: Some of the tasks are performed outside of IBM Marketing Operations. 1. In Jaa, create a procedure that implements the IProcedure interface. For more information, see the IBM Marketing Operations Integration Module guide. 2. Save the procedure in the procedure folder. Enter this directory under Settings> Configuration> Marketing Operations> umoconfiguration> integrationserices with the property integrationproceduredefinitionpath. 3. Create the procedure. 4. Add the procedure to the definition file procedure-plugins.xml, also in the directory defined on integrationproceduredefinitionpath. 5. Restart the web server. 6thLog in to Marketing Operations to add the trigger binding. Adding and Editing Trigger Bindings You can change triggers or create new triggers to automatically react to preset events. 1. Select Settings> Marketing Operations Settings> Trigger Bindings to view the current trigger bindings in the system. 2. Click Add New Trigger Binding or, if you already have an existing binding, click Edit. A dialog opens. 3. Set a name to identify the trigger binding and then select the object type, template, context and event. See Trigger Binding Dialog on page Click Save to save the binding and return to the Trigger Bindings list page. Chapter 1. Administering IBM Marketing Operations 11

18 Trigger Binding Dialog When creating or editing a trigger binding, provide information to define your trigger, such as the template for the filter. This information is displayed on the Trigger Bindings list page. Table 9. Controls for data entry in the Trigger Bindings dialog Column Description Name Text name for the binding. Names must be unique. Marketing Operations Object Template Context Event Delayed Is Validated The type of object for which the trigger is defined, such as project, request, marketing object, approvals, accounts, and invoices. The default value is Any Marketing Operations Object. The template to use as a filter. After an object is selected, associated templates are populated so that users can specify triggers for a template. Your selection is used like a filter applied to all object instances for that template. The default is Any Template, which means that either all templates for the object are included or the object you selected does not contain any templates. The context for the trigger. The context can be, for example, a task or a workflow. The default value Any (r / s) means that every context is taken into account for the filter criterion. An event for the filter operation. You will only see events that match the selected object, template, and context. However, if Any Event is selected for the object, all events will be displayed. Typical events are "Created", "Updated", "Status Change", "Assigned / Unassigned Members" and "Linked / Unlinked Objects". The procedure is still running after the transaction has been committed. If this control is selected, the trigger will run after the configured action is complete; the trigger does not affect the operation on which it is configured. This type of trigger is normally used for rework. A validation trigger starts a data validation procedure before the current transaction is submitted. The trigger sets up the procedure call with an enclosing context that contains the database transaction. If this control is selected, the trigger will be executed shortly before the configured action is completed. Then, if the trigger returns an error message, the action on which the trigger is configured is undone and the user is notified of the errors documented by the trigger. This type of trigger is typically used for custom validation or preprocessing activities. 12 Administrator Guide

19 Table 9. Control elements for data entry in the Trigger bindings dialog (continued) Column Description Exclusive If this control is selected, the trigger process will also be executed exclusively if several trigger bindings match the action you have selected. For example, if the trigger is non-exclusive, any trigger bindings configured on the Updated Project event will also run when the user updates any workflow task. Check this box to prevent multiple trigger bindings from being executed. An exclusive trigger binding cannot be executed together with other procedures, not even if several bindings are identical. If several exclusive bindings are identical, all exclusive bindings are executed. If this box is deactivated, the binding is included. Inclusive bindings are procedures that are executed with other procedures if the selection criteria are met for at least one trigger. If one of the matching procedures is exclusive, only this procedure is executed. Procedure Only the most specific exclusive bindings match. For example, you have three exclusive triggers: one global, one for all projects and one for a specific projector position. If the triggering event matches all three, then only the procedure for that particular projector position is carried out. The procedure linked to the trigger, that is, the procedure that is executed when the trigger is triggered. Publishing advanced searches To help users find items more quickly, IBM Marketing Operations provides advanced searches. After entering the search criteria, users can provide a name to identify and save the search for later use. Saved searches are managed by administrators. When administrators use the advanced search function and save a search, the system offers the option to publish the search. Publishing makes the search available to all Marketing Operations users. Administrators can also review any saved searches and choose which searches to publish or not to publish. For more information on searches, see the IBM Marketing Operations User Guide. Publishing and Revoking the Publication of Saved Searches Once a user has saved the criteria for an advanced search, it can be published by an administrator and made available to all Marketing Operations users. Conversely, a previously published search that is no longer generally required can be changed back to a priate search. Chapter 1. Administering IBM Marketing Operations 13

20 1. Select Settings> Marketing Operations Settings> Manage Published Searches. 2. By default, only your own searches are listed on this Manage Published Searches page. If you want to work with a search that was created by another user, select that user in the Search for user name field. 3. If you want to publish a search, select it in the Available Saved Searches list and then click >>. The search is moved to the Publish Saved Searches list. 4. If you want to make a search a priate search, select it in the Publish Saved Searches list and then click <<. The search is moved to the Available Saved Searches list. 5. Click Save Changes. Viewing a list of locked objects IBM Marketing Operations includes a tool to view a list of the objects that are currently locked in the application. 1. Enter the following URL in a browser window to use the tool: redirecturl = plan / affiniumplan.jsp? Cat = adminobjectlocklist A login screen appears. 2. Enter the username and password for an administrator-level Marketing Operations account. A page with the list of object locks is displayed. On the object locks page, the current locks are listed, grouped by objects, grids, and grid lines. The page displays information about each lock, including the ID and the user who locked the item. Marketing Operations Performance IBM Marketing Operations provides configuration properties that you can configure to improve system performance. To access these configuration properties, click Settings> Configuration> Marketing Operations. Maximum result size for lists To overcome some of the limitations of the database query, you can limit the result set for all system list pages to a certain value. Click umoconfiguration> Database to configure the commondataaccesslayermaxresultsetsize property. Query Batch Size For certain performance-based queries, you can define a batch size for the result set. Only the specified number of records is returned at a time. Click umoconfiguration> Database to configure the commondataaccesslayerfetchsize property. The default setting is 0 or unlimited. A typical setting is administrator manual

21 Maximum number of items in calendar pages When users review or export items in the calendar view, you can limit the number of items (plans, programs, projects, and tasks) that appear to manage performance problems. Click umoconfiguration> listingpages to set the maximumitemstobedisplayedincalendar property. The default setting is 0 or unlimited. The maximum value is 500. If you limit calendar display items, users can do an advanced search to find what they want. Configuring the Markup Function Marketing Operations provides markup tools to allow comments on attachments. When Marketing Operations users submit approvals for review, approvers can paste their comments directly into the electronic file for other users to see. Marketing Operations provides two types of markup tools. Native Markups in Marketing Operations: The Native Markup option provides several markups that can be applied to the files in PDF, HTML, JPG, PNG, GIF, and BMP formats. Users can see entire web pages with comments if a URL is given. The comments can be saved in Marketing Operations. Native markup is a standard option. An installation on Acrobat is not required for the client computers. Adobe Acrobat Markup Tool: This markup tool requires Adobe Acrobat to be installed on all client computers. Users can apply any markup on Acrobat and then save the edited PDF document to Marketing Operations. The markups is a global setting. You cannot activate different markups for different user groups. Availability of markup tools The native markup tool on Marketing Operations is enabled by default. You can change the type of markup tools available to users by changing the configuration properties for the markups in Settings> Configuration> Marketing Operations> umoconfiguration> Markup. There can be serious consequences if the markup tool is changed after users have started viewing and editing markup. Switching from Acrobat markup to native markup means that users cannot view or edit markup created with Acrobat. Switching from native markup to Acrobat markup means that users cannot view or edit markup created with the native markup tool. Note: For best results, avoid changing the markup configuration once users are using the markup tool. Carefully weigh the implications for users before changing the availability of markup tools. Chapter 1. Administering IBM Marketing Operations 15

Activate Adobe Acrobat Markups Users can select Adobe Markups to review. Activating the Adobe Acrobat markups deactivates the native markups on Marketing Operations for all users. 1. Click Settings> Configuration> Marketing Operations> umoconfiguration> Markup. 2. Click Edit Settings. 3. Set the markupserertype property to SOAP. 4. Set the markupsererurl property to the URL of the Marketing Operations host server. Add the fully qualified host name and port where the web application server will listen. Use the path format shown here and replace the values ​​for and with your own values. Set the property usecustommarkup to True. If you want Windows users to use the custom Send Comments button instead of the Adobe Send and Receive Comments button in Marketing Operations, set the usecustommarkup property to False. Users then need to configure Acrobat to activate the Marketing Operations comment toolbar. For more information on checking PDFs, see the Marketing Operations User Guide. 6. Click on Save. 7. Restart Marketing Operations for the changes to take effect. Installing and Configuring Adobe on Client Computers For users to use Adobe Markup, install Adobe Acrobat on each client computer that will be used to access IBM Marketing Operations. After each installation on a Microsoft Windows platform, you must copy the customized UMO_Markup_Collaboration.js file from the \ tools directory to the client computer. Copy this file into the Jaascripts subdirectory of the Adobe Acrobat installation directory. Example: C: \ Program files \ adobe \ acrobat 6.0 \ Acrobat \ Jaascripts \ UMO_Markup_Collaboration.js If the sdksoapcollabsample.js file is in this directory, then delete it. Note that if a user cannot see comments from other approvers, the UMO_Markup_Collaboration.js file is likely missing or damaged. If you are running Acrobat before copying this file, you must restart your computer to use the markup feature. In addition, users who use Internet Explorer as their browser to access IBM Marketing Operations must enable the display of PDFs in the Internet Explorer settings. 16 Administrator Guide

23 Activate Natural Markups on Marketing Operations You can activate natural markups on Marketing Operations for review. Activating the markups on Marketing Operations deactivates the markups on Adobe Acrobat. 1. Click Settings> Configuration> Marketing Operations> umoconfiguration> Markup. 2. Click Edit Settings. 3. Set the markupserertype property to MCM. 4. Click on Save. 5. Restart Marketing Operations for the changes to take effect. Disabling Markup Instead of enabling natural Marketing Operations markup or Adobe Acrobat markup for review, you can disable markup. If you disable the markup, users will not be able to add comments to PDF files. 1. Click Settings> Configuration> Marketing Operations> umoconfiguration> Markup. 2. Click Edit Settings. 3. Delete the markupserertype property value. 4. Click on Save. 5. Restart Marketing Operations for the changes to take effect. Configuring System Logs Marketing Operations uses the Apache log4j utility for log configuration, troubleshooting, and error information. To change the type of messages this utility puts in the system log, change the value of the leel property in the /conf/plan_log4j.xml file. You can set the log level to FATAL, ERROR, WARN, INFO, or DEBUG to get more messages. For example, to record the maximum number of messages to help with troubleshooting, scroll to the bottom of the plan_log4j.xml file and change the log level to DEBUG: When your investigation is finished, change the value back to WARN: Tip: The plan_log4j.xml file is reloaded 60 seconds after the update so that you do not have to restart the serer after changing the values ​​in this file. Chapter 1. Administering IBM Marketing Operations 17

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25 Chapter 2. Options for customizing the IBM Marketing Operations interface IBM Marketing Operations provides options for customizing the user interface. You can customize the Marketing Operations interface or use a different product name to meet your company's needs. You can customize the following menus and labels. Rename standard marketing object types to change the labels on pages and menus. Create and rename menus. Reorganize and rename menu items, and add menu items that link to URLs. You also define the options in several lists in the user interface. See Chapter 14, Defining List Options, on page 169 for more information. Renaming Marketing Object Types You can change the labels and other text strings that appear in the Marketing Object Type user interface.Standard marketing object types in Marketing Operations are plans, programs, projects, permits, and assets. You can add custom marketing object types based on your company's needs. See Chapter 3, Marketing Object Types, on page 27. To rename an object type, edit one or more of the following files: / messages / com / ibm / umo / ext / UMOConfigurationMessages_ .properties (for a standard marketing object type) or UMOMktObjectConfigurationMessages_ .properties (for a custom marketing object type) This file contains parameters of type list and parameters of type ui. The om type list parameters define labels and text strings for the list page that appears when users select the menu item for the object type. Example: projectlist.columnlist.project_status.header = status. The om type ui parameters define labels and text strings for the pages on which data for a single instance of this object type is displayed. Example: projectsui.tabset.tab_edit_workflow.item_addtask.display = add Task Row. / conf / /sysmodules.xml See file sysmodules.xml on page 20. / conf / /sysmenu.xml See file sysmenu.xml on page 21. Copyright IBM Corp. 2002,

26 To apply the changes to the Marketing Operations user interface, you must restart the application server and synchronize the menus with the Marketing Platform. If your company supports multiple regional settings, you can localize the labels that appear for standard marketing object types. See Localized Object Types on page 155. sysmodules.xml File The / conf / /sysmodules.xml file defines the labels that appear in the user interface for standard marketing object types. This file contains sections for elements of type module and elements of type item. The elements of type module define how the marketing object type is displayed in the Marketing Operations menus. The elements of type item define singular and plural versions of the object type name for other uses in Marketing Operations. For each of the standard marketing object types, the sysmodules.xml file contains one element of type module and two elements of type item. Example. The en_us / sysmodules.xml file contains the following values ​​for projects: projects projects Module projects uapprojectserlet ? cat = projectlist plan.htm project projects One of the Files that you edit to change labels on menus and pages is the sysmodules.xml file for your default locale. You can e.g. B. Rename "Projects" to "Promotions" throughout the user interface. To do this, edit the value of the element for the module and the values ​​for both elements for projects. promotions projects Module projects uapprojectserlet? cat = projectlist plan. htm promotion promotions You also edit the sysmodules.xml file if you want to add a menu item linking to a url. See Add a menu item linked to a URL on page 24. To apply the changes you made in the sysmodules.xml file to the Marketing Operations user interface, you must restart the serer and synchronize the menus with the Marketing Platform . 20 Administrator Guide

27 Note: The default locale for your company is set during installation. To confirm this setting, click Settings> Configuration> Marketing Operations and check the defaultlocale configuration property. When you create a custom marketing object type, Marketing Operations automatically adds a module element and the item singular and plural elements to the sysmodules.xml file. See Chapter 3, Marketing Object Types, on page 27 for more information. Elements in the sysmodules.xml File You use the following elements to define modules in the sysmodules.xml file. module The element is the container element for the elements that define a module. This element has the following attributes: Attribute id Description Unique name of the module. The element has no value. It can contain the following sub-elements: , and . display The element defines the name Marketing Operations uses for this module in the user interface. This element has no attributes and no child elements. The element value is the name you want to use. Description The element defines the description for this module. This element has no attributes and no child elements. The element value is the description you want to use. link The element defines the page that is displayed when users click the menu item for this module. This element has no attributes and no child elements. The element value is the link. Sysmenu.xml file The / conf / /sysmenu.xml file defines the labels for menus and menu items, including the order of menu items and separators. User interface menus and menu items are defined by the items in the sysmenu.xml file. Originally, the menu items correspond to the values ​​defined for module items in the sysmodules.xml file. Each element in the sysmenu.xml file must correspond to a module element in the sysmodules.xml file. Chapter 2. Options for Customizing the IBM Marketing Operations Interface 21

28 To reorganize menu items in your menus, rename a menu you created, or add a menu item, you must edit the sysmenu.xml file for your default locale. To apply the changes you made in the sysmenu.xml file to the Marketing Operations user interface, you must restart the application server and synchronize the menus with the Marketing Platform. Items in the sysmenu.xml File You use the following items to define menus and menu items in the sysmenu.xml file. menugroup The element designates a menu of the user interface and contains elements that define the labels for the menu and its elements. This element has the following attribute: Attribute id Description Unique ID for the menu. The element has no value. It can contain the following sub-elements: and . display The element defines the label that Marketing Operations displays for this menu in the user interface. This element has no attributes and no child elements. The attribute value is the name you want to use. menuitem The element defines an element in a menu. This element has the following attributes: Attribute id Type Description Unique ID for this module that corresponds to this menu item. A corresponding module ID value must be specified in the sysmodules.xml file. The type of module that corresponds to this menu item. Optional. The element has no value or subordinate elements. To insert a horizontal line between two menu elements, insert a element between the elements in the sysmenu.xml file. Renaming a Marketing Object Type 1. Open the sysmodules.xml file. 2. Find the section in this file. For the elements that define the singular and plural names of the marketing object type you are renaming, replace the values ​​with your preferred terminology. 22 Administrator Guide

29 Customizing Menus 3. Find the section for the marketing object type that you are renaming. Change the value of the element in this section to your preferred terminology. 4. Save and close the sysmodules.xml file. 5. Open the UMOConfigurationMessages_ .properties file (for a standard marketing object type) or the UMOMktObjectConfigurationMessages_ .properties file (for a custom marketing object type). For the marketing object type you want to rename, find all the list and user interface property values ​​(after the = sign) that contain the name of the object type. 6. Change the name values ​​to your preferred terminology. Save and close the file. 7. Open the sysmenu.xml file. The names of the menu items defined with this file override the display names defined in the sysmodules.xml file. 8. Change the values ​​of the menu item name to your preferred terminology. Save and close the file. 9. Restart the Marketing Operations application server. 10. Click Settings> Marketing Operations Settings> Sync Menus. Note: If the menus do not appear as expected after completing this procedure, use the configTool utility to manually import menu items. See the IBM Marketing Operations Installation Guide for information on using this program. Read the section on Configuring Marketing Operations before Implementing and the Step on How to Manually Register Marketing Operations. You can configure the menus and menu options for Marketing Operations based on your company's needs. Marketing Operations allows you to do one of the following: Create menus Reorganize items in menus Rename items in menus Rename a previously created menu Add menu items with links to URLs You cannot rename items (operations, analysis, etc.) but you can rename within these menus. Creating a menu To create a menu, the sysmodules.xml file must contain a module for the menu and a module for each item that you want the menu to contain. 1. Open the sysmodules.xml file. 2. Add a element with a unique ID value for the new menu. Chapter 2. Options for Customizing the IBM Marketing Operations Interface 23

30 3. Make sure there is for each item you want to add to the menu. Make a note of the ID value for each item. 4. Save and close the sysmodules.xml file. 5. Open the sysmenu.xml file. 6. Add a element to create the menu. Enter the same ID value for this element that you entered for the new menu item in the sysmodules.xml file. 7. To create menu items for the menu, add items to . Make sure that each element has an ID value that matches that of the elements in the sysmodules.xml file that you specified in step 3. 8. Save and close the sysmenu.xml file. 9. Restart the Marketing Operations serer. 10. Click Settings> Marketing Operations Settings> Sync Menus. Reorganizing Items in Menus You can reorganize items in menus. You can move items from one menu to another, or change the order of a menu. You reorganize elements in menus by changing the volume of the elements in the file sysmenu.xml. When you're through, click Settings> Marketing Operations Settings> Sync Menus. Renaming a menu or an item in a menu 1. Open the sysmenu.xml file. 2. Find the item for the menu you want to rename or the item for the menu item you want to rename. 3. Do the following: a. If the element has a child element , change the value of the element and enter the desired text. b. If the element does not have a child element , create a child element whose value is the text you want to display. 4. Save and close the sysmenu.xml file. 5. Restart the Marketing Operations application server. 6. Click Settings> Marketing Operations Settings> Sync Menus. Adding a menu item linked to a URL 1. Open the sysmodules.xml file. 2. Create a module. The value of the element must be the URL to which the link is to be made. 24 Administrator Guide

31 3. Make a note of the values ​​for the ID and Type attributes. You must enter them in the sysmodules.xml file in a subsequent step. 4. Save and close the sysmodules.xml file. 5. Open the sysmenu.xml file. 6. Find the for the menu that you want to add the link to. 7. Add a element that points to the previously created module. 8. Save and close the sysmenu.xml file. 9. Restart the Marketing Operations serer. 10. Click Settings> Marketing Operations Settings> Sync Menus. Synchronizing Menus Every time you change the menus in Marketing Operations, you must synchronize the menus in order to see your changes. Note: Creating a marketing object type counts as a change in the menus. Marketing Operations automatically modifies the sysmodules.xml and sysmenu.xml files, but you must manually synchronize the menus. Click Settings> Marketing Operations Settings> Synchronize Menus to synchronize the menus. Multi-Country Support For companies with multiple country settings for Marketing Operations users, you can convert the labels and text strings in each country's user interface. The configuration properties Supported Country Settings and Default Country Settings under Settings> Configuration> Marketing Operations specify the country settings of your company. These properties are set during installation. You can localize the following objects in Marketing Operations: standard marketing object types and custom marketing object types. See Localized Object Types on page 155. Template Properties. See Multi-Country Support for Templates on page 150. Form Attributes. See Localizing Forms on page 155. Metrics. See Localizing Metrics on page 155. Alerts. See Customizing Alert Notifications on page 169. Lists including user roles for projector layers. See Localizing Lists on page 164. Note: Changes to the files / messages / com / ibm / umo / core / umomessages_ .properties to localize warning and error messages from the system are not supported. These files are overwritten during system upgrades and other processes. Chapter 2. Options for Customizing the IBM Marketing Operations Interface 25

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33 Chapter 3. Marketing Object Types Marketing objects are the work products that are developed by a team and reused in the course of marketing activities. In addition to a number of standard marketing object types provided with IBM Marketing Operations, you can create custom marketing object types. Standard Marketing Object Types IBM Marketing Operations provides a number of standard marketing object types, which are work products that are used by most organizations to plan and manage marketing objectives: Plans Programs Projects Attachments These standard marketing object types are added when additional functions for Marketing Operations are activated: Invoices (financial management module) Offers (systems with Marketing Operations and Campaign are integrated and offer integration activated) Custom Marketing Object Types Your company may need to use other marketing object types. Marketing objects can represent a physical element, such as a letter, a credit card, or a banner advertisement. But they can also represent business components, for example a credit card offer, a target segment definition or a bonus program definition. You can define a custom marketing object type for any physical item or business component that you want to manage and operate in Marketing Operations. You will create these custom marketing object types based on the examples listed above. Letter Credit Card Banner Ad Credit Card Offer Target Segment Definition Loyalty Definition After adding a custom marketing object type, create at least one template for it. For example, you can create separate letter styles for different types of form letters.The individual templates can then be used several times to create different instances of this type of letter. Copyright IBM Corp. 2002,

Marketing Object Type Components The following diagram shows the internal representation of marketing object types in IBM Marketing Operations and how the components relate to one another. As a rule, object instances go through different statuses or workflow statuses, for example "Not started", "In progress" and "Finished". The possible states of all marketing object types, standard and custom, are defined in a single XML file. Update the marketing object type to indicate the statuses users can select for a marketing object type and to indicate the status transitions allowed. Defining a Custom Marketing Object Type There are several tasks you must perform to define a new marketing object type for your company. 1. If new statuses are required for the new marketing object types, define them in the global status file. For details, see The Global Status File on page When you have defined new statuses, restart the web server to make the new statuses available. 3. Add the custom marketing object type. You enter the valid status and the status transitions. For more information, see Custom Marketing Object Types on page Restart the web application server to make the new marketing object type available. 5. Create a template for the marketing object type. For details, see Marketing Object Templates on page Users create marketing object instances based on Marketing Object Template. See the IBM Marketing Operations User Guide for details. 28 Administrator Guide

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