Course description: IBM Unica Marketing Operations 8.6 Administration (ILO)

Note: This is an Instructor Led Online course. Please do not make any travel arrangements

This course provides instruction on the most common administrative tasks and functions in IBM Unica Marketing Operations. Participants focus on the design, creation, and management of templates for custom planning objects and marketing objects.

This course is one of three classes in the IBM Unica Marketing Operations8 learning series. To complete your learning you should also attend the Introduction to IBM Unica Marketing Operations 8 and the IBM Unica Marketing Operations 8 Architecture and Installation classes.

View this course in other countries

Training Paths that reference this course are:

• IBM Unica Marketing Operations Technical User / Developer Training
• IBM Unica Business Administrator/System Administrator Training 8.5

Back to top

IBM Education Advantage Program Eligibility

• Yes - Education Pack - Online Account

Back to top

This intermediate course is for IBM Unica Marketing Operations Administrators.

Back to top

You should have knowledge on the following:

• Introduction to IBM Unica Marketing Operations or equivalent
• Understanding of your organization's use of IBM Unica Marketing Operations
• Knowledge of relational database and ability to write SQL

Familiarity with XML is desirable.

Back to top

• Identify the key stages of the methodology used to build IBM Unica Marketing Operations templates
• Using the Form Editor to build custom forms
• Design metrics
• Build and administer custom marketing objects
• Build workflow templates
• Set up and manage security
• Manage asses libraries, alerts, accounts, searches, and lists
• Manage reporting

Back to top

Introduction to IBM Unica Marketing Operations Templates

• Marketing Processes and Marketing Objects
• Components of Templates
• How a Template is Constructed
• Template Building Methodology
• Planning a New Template

Using the Form Editor

• Components of Forms
• Introduction to Form Editor and Form Building
• Creating a New Form
• Creating a Custom Form
• Creating a Grid Form
• Assembling a Template
• Editing Forms and Templates
• Managing Lookup Lists
• Multi-locale Support for Forms

Designing Metrics

• Metric Building Methodology
• Loading Metric Specifications
• Defining Metrics
• Defining Metric Templates
• Metric Rollups
• Exporting and Importing Metric Templates
• Campaign Metrics

Marketing Objects

• Marketing Object Basics
• Marketing Object Components and Procedure Summary
• Creating Marketing Objects
• Working With Marketing Object XML Files
• Marketing Object Templates
• Referencing Marketing Object Attributes on Forms

Additional Template Components

• Review: The Workflow Tab
• Review: Adding and Editing Workflow Tasks
• Review: Approval Tasks
• Creating Workflow Templates
• Project Request and Recipient Rules
• Customizable Alerts

IBM Industry Solutions Education and Enablement

Security

• Security Overview
• Roles
• Setting Up Groups and Users
• Setting Up a Security Policy and Assigning Roles
• Managing Access to Functional Areas of IBM Unica Marketing Operations
• Assigning Users to Security Roles
• How Security Roles Are Applied
• Applying Security to Templates
• Restricting Access to Team Member Selection

Administrative Settings

• Managing Alerts
• Customizing System-wide Alerts
• Managing Asset Libraries
• Managing Accounts
• Managing Lists
• Setting System-wide Non-work Dates
• Searching and Managing Published Searches

Reports Administration

• Structure and Content of IBM Unica Marketing Operations Standard Reports
• The IBM Unica Marketing Operations Data Model
• Modifying Reports

Back to top