This chapter covers the following topics:
As the Oracle Marketing Implementor and/or Administrator, you are responsible for setting up and maintaining the common components within the application. Common component is defined as a feature or functional behavior that applies to the entire application.
The following common component setups must be completed:
Set the following profile options as they apply to your implementation:
| Option | Required | Level | Setting | Effect/Limitation |
|---|---|---|---|---|
| AMS : Admin Group | Yes | Site | Select from any group defined in JTF Resource Groups | Resources that are part of this group will have full access to all Campaigns, Events, and other marketing objects. Note that this should be a single level group. |
| AMS : Default Currency | Yes | Site | Select from currencies defined in FND_ CURRENCIES | This becomes the default functional currency. All transactions will be converted and stored in this currency. This will be the default currency for Currency LOV. |
| AMS : Currency Conversion Type | Yes | Site The User level should not be selected. |
Corporate, Spot or other conversion type defined in GL | If the functional currency of the organization and the transactional currency of the marketing object are different, this conversion will be used. |
| AMS : Source Code Date Format | Yes | Site | Any valid date format | Used in the generation of source codes. |
| AMS : Source Code Sequence Length | Yes | Site | Maximum field length is 30. | Source Code includes Geography code, Month code, Activity code, and Source code digits. See Source Codes. |
| AMS : UOM Area | Yes | Site | Depends on UOM Setup | Displays fields that use UOM (for example, area in square feet). |
| AMS : UOM Length | Yes | Site | Depends on UOM Setup | Displays fields that use UOM (for example, length in feet). |
| AMS : UOM Time | Yes | Site | Depends on UOM Setup | Displays fields that use UOM (for example, time in minutes). |
| AMS : Profile Search Set Size | Yes | User | Numeric | Indicates the number of rows displayed in selection windows. |
| AMS : Upgrade Complete | Optional | Site | Yes/No | Set this profile to No if the upgrade has run once already. |
| AMS : Validation | Optional | User | 0-100 | This profile option affects the validation severity at the database level. A value of 100 (Maximum value of 100) would cause the APIs to validate the passed data very stringently. |
| OS : Minimum search string length | Optional | Site or User | User Defined | The default setting is 0. This profile determines the number of characters that must be entered before performing a search. |
| OS : Search Lead Wildcard | Optional | Any | Yes/No | If set to Yes, the wildcard (%) will be allowed as the first character in a search string. If set to No, and the wildcard is entered as the first character, the system will give the user an error message. |
| AMS : Budget Adjustment Grace Period in Days | Yes | User | User/Org determined number of days | When automatic reconciliation of Budgets is performed, this grace period is checked. If the marketing object is older than the ending date plus the grace period, any remaining funds associated with the marketing object are returned to the Budgets they were drawn from. This also sets the number of days after the completion of a campaign for the concurrent manager to delete the target group entries from the AMS_LIST_ENTRIES table default is 30 days. |
| JTF : Home Page File Name | Optional | Site or Application | User Defined. | Enter a file name of the jsp file (for example, jtfhomepage.jsp). If no value is supplied, a generic information page is displayed. If a file is supplied, it will be displayed on the home page. |
Custom setups dictate how an organization will use marketing objects. They enable an organization to use marketing objects to suit the organization's needs through customized, object-specific side navigation menus.
For example, if a company decides to perform event schedules that always use e-mail as the delivery mechanism, a custom setup for the marketing object “Event Schedule” can be created. This custom setup would have the following attributes:
Custom Setup Name: Exhibition - Email
Associated with: Event Schedule
Activity Type: Exhibition
Activity: Email
You can create custom setups for the following marketing objects:
Budget
Deliverable
Event
Event Schedule
Offer
One-Off Event
Product
Custom setup types affect all objects of that type within the application. The setup is restricted to newly created objects of that type.
For example, if a One-Off Event is associated with an Event but the One-Off event side navigation menu item is disabled on the custom setup, the One-Off Event item for currently existing objects will not be visible to users. If this item is enabled again, then the associated Event will become available.
Custom setups control the following:
Side Navigation Menu: The vertical menu which appears on the left-hand side of the page once an object is created. The side panel menu does not appear until you create a new object.
Menu Items: These are the smallest components on the Side Navigation Menu. Menu items are the functional areas within the application where data can be created or where objects are viewed. Some of the menu items have functional implications, others are used for information purposes only.
Component Groups: Each of the menu items are logically grouped into various sections based on functionality. Component Groups include Planning, Execution, Tracking, Collaboration and Approval. Each Component Group comprises a logical collection of menu items.
Seeded Menu Items: Used to create Custom Setups. The menu items are:
Main
Message
Segment
Geography
Products
Deliverable
Budget
Team
Contact Point
Event Schedule
Offers
Tasks
Publishable Notes
Partners
Cost and Revenues
Campaign
Metrics
Attachments
Theme Approval
Budget Approval
Market Eligibility
Products
Allocation
Checkbook
When creating a custom setup you will associate the custom setup with a marketing object.
Navigation: Administration > Marketing > General > Custom Setup.
Notes
Depending on the marketing object selected, additional fields such as Activity Type and Activity may appear. This indicates that the Custom Setup is valid for the specific combination.
The selection of Activity Type and Activity determines the available Component Groups and Menu Items. For example, Direct Marketing - Email has a different set of Component Groups and Menu Items as compared to Direct Marketing – Direct Mail.
The available combinations of Activity Type and Activity in the Create Custom Setup page depend on the definition of the organization's Activities, Activity Types and Categories. In the case of Deliverables, the combination of Activity Type and Activity is based on the parent and child category. Custom Setups for Campaign Activities depend on the relationship of Activity Type and Activity.
Active: Select it for the Custom Setup to be available for selection during a marketing object create.
Allow Essential and Optional Grouping: Select this check box if this Custom Setup can be used with the Side Navigation Look profile option.
After the Custom Setup has been created, you need to configure it:
Notes
The combination of Menu Items displayed is based on the marketing object, Activity, and Activity Type combination selected when creating the Custom Setup.
Component Groups: Displays by default based on the marketing object, Activity, and Activity type selected for Custom Setup.
Display Sequence: Use this column to control the order of the marketing objects (as they appear in the side navigation menu). For example, if Products appear on the side navigation menu directly below Main, Products should be sequentially numbered directly after Main. Main is not an optional setting and must be included. In this example, If Main has a value of 10, then Product should have the value 11.
Available Attributes: Use this column to indicate if the attributes for this object should be made available.
Essential: To control the display order of a particular marketing object, place a check in the Essential check box (be sure to select the Essential check box that aligns with the correct marketing object). Anything not checked in the “Essential” column is considered “Optional” and is listed in alphabetical order.
Essential Display Sequence: Display sequence is a numeric setting used to order marketing objects in side navigation menus. If the Essential check box is selected, numeric values provided enable the “Essential” marketing objects to be ordered appropriately. The Display Sequence column is used to determine the order when “Business Process View” profile value is selected.
Show in Reports: Select this check box to enable attributes to be displayed in the portals.
Important: To create custom setups for Campaigns and Activities, you need to create templates. For more information, see Creating Campaign Templates.
Run the following concurrent programs when implementing core components for Oracle Marketing.
| Concurrent Manager | Required | Responsibility | Description |
|---|---|---|---|
| AMS Group Access Refresh | Yes | Oracle Marketing Administrator | Updates denormalized tables with group information. Should be run on a periodic basis according the organization's Business Rules. Changes made to the resource groups will not take effect in the application's security until this program is run. |
| AMS Team Access Refresh | Yes | Oracle Marketing Administrator | Updates denormalized tables with team information. Should be run on a periodic basis according to the organization's Business Rules. Teams added to marketing objects will not gain access to the marketing objects until program is run. |
| AMS: Portal Cache Daemon | Yes | Oracle Marketing Administrator | Populates the Marketing subtab on the Home tab. |
| Load Geographic Hierarchies | Yes | CRM Administrator | This program must be run each time that the geographies are changed. |
| AMS Load Inventory Categories | Yes | Inventory | Loads categories from the MTL schema to the AMS schema denormalized tables. This program should be run if and when a new category is created in Inventory. |
Oracle Marketing does not ship with seeded users. It does, however, ship with seeded responsibilities. Based on your business requirements, create users (that contain a collection of responsibilities) to perform certain functions within the application.
The following table lists user types (and their associated collection of responsibilities) that are relevant for an implementation.
| User Type | Responsibilities | Marketing Functionality |
|---|---|---|
| Marketing Super User | Oracle Marketing Super User | This user has the ability to create campaigns, events, and programs. This user can perform most marketing activities, planning, and budgeting by accessing the Dashboard links available on the Navigator page. In addition to having access to some basic tabs, this user also has the ability to administer marketing activities. This user will create Rules for approvals but will not have approval functionality. |
| List Manager | Audience Workbench Super User | This user administers data sources and configures corresponding customer profile attributes that are used by marketers to create lists. |
| List User | Audience Workbench User | Uses the Audience Workbench to create and manage lists. |
| Marketing Administrator | Oracle Marketing Administrator Audience Workbench Super User Oracle Marketing Super User Oracle Marketing System Administrator Oracle Fulfillment Super User Oracle Advanced Outbound Administrator |
This user is the overall marketing administrator. This user creates metrics and metric templates, activity templates, custom setups, marketing mediums, fulfillment, locking, fatigue, and mandatory rules, user statuses, data sources, targets, etc. |
| Implementation Super User | System Administrator Audience Workbench Super User Oracle Marketing Super User System Administrator CRM Administrator Inventory Administrator Oracle Content Manager General Ledger Super User HRMS Manager Workflow User Web Applications Oracle Receivables Oracle Payable Advanced Pricing Receivables Manager 1-1 fulfillment Administrator. |
This user is the overall implementation user to perform all setup, implementation, and administrative tasks. This user has all administrative and implementation privileges including: user creation, profile settings, application defaults, etc. |
As an Administrator you can define custom responsibilities specific to the marketing user role at individual sites. Oracle Marketing defines certain seeded responsibilities that can help you in assigning roles. While the responsibilities mentioned in the table below are seeded, the user types are only representative; you can assign responsibilities to the user types, keeping in mind the best practices followed by your organization.
The following table lists the seeded user types for marketing responsibilities.
| Responsibility | User Types | Marketing Functionality |
| Marketing User | Marketer Marketing Manager |
This user has access to all the campaign activities without the administrative access. The user can access campaigns from the Campaign Dashboard. This user can create and setup Programs, Campaigns, Campaign Activities, and Events, and also execute Campaign Activities. As a Marketing Manager the user can plan Marketing Programs, Campaigns, request and/or assign budgets for different marketing activities, review Campaign Performances and forecast. |
| Marketing Administrator | Marketing Administrator | This user has all the privileges granted to the Marketing User over and above the administration access. The Administrator can access the Campaign activities from the Campaign Dashboard link available from the shortcuts. As an Administrator, this user can perform all Administration and Setup activities, and also all the functions available to the Marketer and Marketing Manager. |
Setting up Tasks is optional for an Oracle Marketing implementation. This is completed using the Task Manager. It provides a mechanism for your application to respond to customer needs in a timely manner. For more information on setting up Tasks, see Setting Up Oracle CRM Application Foundation.
The Calendar is a generic calendar available to all marketing users. Different users can have different views of the calendar. However, the users cannot personalize the contents of the calendar at a user level. The calendar displays marketing objects based on statuses and time range. Procedures need to be performed to centrally set up what objects are shown in the calendar.
Marketing objects supported by the Marketing Calendar:
Campaign Activities
Event Schedules
One-Off Events
Offers
Before users can view the Marketing Calendar, their group must be assigned the CRM Foundation Calendar Items Group Usage. Only users on groups with “Calendar Item” usage will be able to view marketing objects. For more information, see the Oracle Marketing User Guide.
Navigation: Administration > Resources > Groups Summary
Notes
Group Name: Name of the group by which Calendar usage privileges are requested.
Start Date: Start date for which the group will be able to access the Marketing Calendar.
Usage: To enable the Calendar functionality, select CRM Foundation Calendar Items from the drop-down menu.
The Marketing Administrator must decide on the parameters that will ultimately be displayed in the Marketing Calendar. The Administrator has 2 options:
Criteria: Displays marketing objects based on a criteria for which they qualify. For example, an Event Schedule may have a criteria of Status “new” and Date “January 1, 2003 - March 1, 2003".
Object: Displays marketing objects specified. The Marketing Calendar supports Campaign Activity, Event Schedule, One-off Events, and Offers.
Navigation: Administration > Marketing > General > Calendar Criteria
Notes
Object: Marketing object that will be displayed on the Calendar.
Custom Setup: Select a custom setup for the marketing object selected.
Start Date: Start date by which the marketing object selected will begin appearing on the Calendar.
End Date: End date for which the marketing object selected will stop appearing on the Calendar.
Priority: Priority level by which the marketing object will appear in the Calendar.
Status: Marketing object status. For example, if the marketing object selected for display is “Campaign Activity”, the status chosen may be Active Schedules. In this case, only Active campaign activities will appear on the Marketing Calendar.
Before the new object or criteria will display on the Marketing Calendar, run the concurrent program AMS : Interface Marketing Objects to Calendar. This program is a workflow background process and will update the Calendar as needed.
Before users can view the Marketing Calendar they must specify in their user profile what marketing objects they want to view. Further, users can personalize the Calendar by saving preferences based on their needs.
To configure user profiles for Calendar preferences, use the Profile icon and set the Display Items attribute to Yes.
Note: The Calendar available on the Campaign Dashboard is only to manage the appointments and tasks. The marketing objects are not displayed on this calendar. The marketing objects are displayed in the calendar available in the Classic Marketing Application. You can see the calendar if you are logged in as the Oracle Marketing Super User.