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Installation, Deployment, and Upgrade
Installing Unica Discover involves planning and preparing your environment, installing and configuring prerequisite software, obtaining the Unica Discover installation files, and running the Unica Discover installer.
Discover Upgrade Manual
Testing Your Discover Solution
After you complete installation and the initial configuration tasks for each licensed Discover product and module, verify the operations of your Discover solution. This section provides a simple procedure for testing end-to-end operations of the Discover solution, with modifications based on optional components that you may have installed.
Completed Session Tests
Export Scorecard

Installation, Deployment, and Upgrade
Installing Unica Discover involves planning and preparing your environment, installing and configuring prerequisite software, obtaining the Unica Discover installation files, and running the Unica Discover installer.
- Installation and Deployment Manual
- Discover Network Capture Application Manual
- Unica Discover Session Archiving Installation Guide
  As you prepare for an installation, you need to gather some items, review hardware and software requirements, and then you can perform the installation.
- Discover Upgrade Manual
  - Overview of the Upgrade Process
    The objective of the upgrade is to minimize downtime and data loss. The recommended approach is to suspend the processing components, letting data spool to disk while the Data Collector collects any unaggregated statistical data. The system can then be upgraded. When it is restarted, it will attempt to work off the spooled data until it catches up.
  - Upgrading and Migrating to New Hardware
    If you are deploying new hardware in conjunction with your upgrade, please complete the upgrade in the following general steps.
  - Upgrades and the web.config file
    If you have customized your configuration by modifying the web.config file, running the Upgrader does not affect your customization.
  - Preparing to Upgrade to the Current® Release
    To upgrade your Unica Discover solution, review the entire process before you commence the upgrade. The process that you follow varies depending on the number of servers that are deployed in your Unica Discover solution.
  - Upgrading Discover Software on a Server
    This section describes how to upgrade Discover software on an individual server. You must repeat this basic process on each Windows-based Discover server in the environment and make adjustments to the process as needed.
  - Release Upgrade for All-in-One Deployment
    This section describes the general process for upgrading an All-In-One Discover server. In these configurations, all Discover components are installed on the same physical system.
  - Upgrade for Multi-Server Deployment
    The steps in this upgrade process provide a generalized outline for how to complete an upgrade of a sophisticated multi-machine installation of Discover. For these types of upgrades, services must be stopped in a specific order after which individual Discover servers must be upgraded in the order that is listed.
  - Upgrading the databases to the current release
    This section describes how to upgrade the Discover databases to the latest version of Discover.
  - Post-upgrade Configurations
    After performing the upgrade, complete the following tasks:
  - Post-upgrade Cleanup
    After you complete the upgrade, you should complete the following tasks, if you did not do so already.
  - Testing Your Discover Solution
    After you complete installation and the initial configuration tasks for each licensed Discover product and module, verify the operations of your Discover solution. This section provides a simple procedure for testing end-to-end operations of the Discover solution, with modifications based on optional components that you may have installed.
    - Methodology
      This testing procedure requires the generation of a test session on the web application and the capture of the session through Discover and locally through the Discover Client-Side Capture utility.
    - Installation
      Before you begin, install the components listed here, if you have not already done so.
    - Some Considerations in Generating Your Test Session
      Before you capture your test session, you should consider the following items, which may affect the pages that you attempt to capture.
    - Generate Session
    - Active Session Tests
    - Completed Session Tests
    - Capturing Additional Test Sessions
    - Next Steps

Export Scorecard

Procedure

From the Portal menu, select Reports > Scorecards.
Select a scorecard and reporting period that contains data.
Use the buttons in the upper-right corner to test export to Microsoft™ Excel and PDF.
Verify the data in the exported scorecard against the displayed version.

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