3 System Owners

This chapter gives an overview of the tasks that a system owner can perform in Oracle Communications Marketing and Advertising.

For step by step details for performing these tasks, see the Online Help in the Web client.

About the System Owner

The system owner organization represents the owner of the Marketing and Advertising system.

The system owner user is responsible for setting up the overall system and for managing the users of the other organizations.

System owners use the Marketing and Advertising platform to:

• Create and manage system owner user accounts

• Create and manage network providers

• Create and manage ad service providers

• Act as a user in other organizations

• Perform system configuration including setting up subscriber schema, demographic categories, subscriber information integration to external data sources and managing Marketing and Advertising system settings in the Web GUI

The Marketing and Advertising installation process automatically creates the system owner organization and one default system owner user. The default system owner user name and password are entered during the domain configuration stage of the installation process. Using the default user name and password, the administrative user logs into the Marketing and Advertising system and typically creates other system owner users.

Unlike the system owner organization and initial user, all other Marketing and Advertising organizations and their users must be created explicitly from within the Marketing and Advertising application.

The System Owner Dashboard

When a system owner logs in to the Marketing and Advertising Web client, the system owner dashboard is displayed, as shown in Figure 3-1.

Figure 3-1 System Owner Dashboard

Description of "Figure 3-1 System Owner Dashboard"

The dashboard displays information about system owner users. At the top right of the screen are a number of utility functions for managing system owner users, getting help, and logging out. On the left side of the screen is the navigation pane, which provide access to various features of the application, including the dashboard and entities of other system organizations.

System Owner Task Overview

This section gives brief overviews of the tasks that system owners perform. See the Marketing and Advertising Online Help for step by step details on how to perform these tasks.

About Creating and Managing System Owner User Accounts

The original system owner user account is created by the Marketing and Advertising installation program. After that, a system owner user creates, updates, and deletes other system owner user accounts.

About Creating and Managing Network Provider Organizations and User Accounts

The system owner creates the network provider organization and also updates and deletes it.

Although it is possible to have multiple network providers, only one can be mapped to the Oracle Communications Services Gatekeeper instance used for messaging transport, so typically there is only one network provider.

The system owner also creates and manages network provider user accounts in a network provider organization. To do this, the system owner acts as a user in the network provider organization.

For information about network providers, see Chapter 4, "Network Providers."

About Creating and Managing Ad Service Provider Organizations and User Accounts

The system owner creates ad service provider organizations and also updates and deletes them.

The system owner also creates and manages ad service provider user accounts in an ad service provider organization. To do this, the system owner acts as a user in the ad service provider organization.

For information about ad service providers, see Chapter 5, "Ad Service Providers."

Acting as a User in Other Marketing and Advertising Organizations

Typically, the system owner must create the following entities to enable additional users to interact with Marketing and Advertising:

• Network provider organizations

• Ad service provider organizations

• Ad space owner organizations

• Advertiser organizations

Ad service provider requirements determine which users create and manage organizations in Marketing and Advertising. Some Marketing and Advertising system management is usually delegated to external users including:

• Creating additional user accounts within an organization

• Ad service providers creating new ad spaces

• Advertisers creating new campaigns

The system owner can also act as a user in every other Marketing and Advertising organization. A system owner acting as a user in another organization in the system maintains his identity. That is, if the system owner user logs in to the system owner organization with the user name MySOAdmin, he continues to be MySOAdmin in all of the other organizations.

Acting as a user in any subsidiary organization (network provider, ad service provider, ad space owner, or advertiser), a system owner user can perform all of the tasks of a regular user in that organization and access all the functions of the organization's dashboard.

To act as a user in another organization, the SO clicks the icon to the right of the organization's label in the system owner dashboard.

Performing System Configuration in the Web GUI

A number of system-wide configuration activities are performed by the system owner user in the Marketing and Advertising Web GUI. These activities, along with a brief description, include:

• Configuring the subscriber schema: The subscriber schema is the universal view of a subscriber in Marketing and Advertising and contains subscriber information categories in which demographic data is stored.

• Configure subscriber information data sources: Marketing and Advertising can extract and utilize subscriber information data from a variety of sources including Oracle databases, LDAPv3 data sources and customized repositories.

• Managing Demographic Categories: Marketing and Advertising can use information contained in the subscriber schema to setup demographic categories for use in dynamic campaigns.

• Configuring system settings: A number of Marketing and Advertising system settings are configured in the Web GUI. These include the mapping location service URL as well as the subscriber information data refresh interval.

For instructions on how to perform system owner configuration activities in the Marketing and Advertising Web GUI see the online help included in the Web GUI when logged in as a system owner user.