Upgrading Unica Campaign and Unica Optimize

You can upgrade Unica Campaign and Unica Optimize to version 12.0 from version 11.1.0 only.

About this task

Table 1.
Upgrading from version Details
Earlier than 8.6.x To upgrade from a version earlier than 8.6.x, complete the following steps:
  1. Upgrade to version 8.6 by following the instructions in the upgrade chapter of the Unica Campaign 8.6 Installation Guide.
  2. Upgrade to version 10.0 by following the instructions in the Unica Campaign 10.0 Upgrade Guide.
  3. Upgrade to version 10.1 by following the instructions in the Unica Campaign 10.1 Upgrade Guide.
  4. Upgrade to version 11.0.1 by following the instructions in the Unica Campaign 11.0.1 Upgrade Guide.
  5. Upgrade to version 11.1 by following the instructions in Unica Campaign11.1 Upgrade guide.
  6. Upgrade to version 12.0 by following the instructions in Unica Campaign 12.0 Upgrade guide.
  7. Upgrade to version 12.1 by following the instructions in this guide.
  8. Upgrade to version 12.1.2 by following the instructions in this guide.
  9. Upgrade to version 12.1.3 by following the instructions in this guide.
8.6.x and above To upgrade from version 8.6.x and above, complete the following steps:
  1. Upgrade to version 10.0 by following the instructions in the Unica Campaign 10.0 Upgrade Guide.
  2. Upgrade to version 10.1 by following the instructions in the Unica Campaign 10.1 Upgrade Guide.
  3. Upgrade to version 11.0.1 by following the instructions in the Unica Campaign 11.0.1 Upgrade Guide.
  4. Upgrade to version 11.1 by following the instructions in Unica Campaign 11.1 Upgrade guide.
  5. Upgrade to version 12.0 by following the instructions in Unica Campaign 12.0 Upgrade guide.
  6. Upgrade to version 12.1 by following the instructions in this guide.
  7. Upgrade to version 12.1.2 by following the instructions in Unica Campaign 12.1.2 Upgrade guide.
  8. Upgrade to version 12.1.3 by following the instructions in Unica Campaign 12.1.3 Upgrade guide.
10.0 and above To upgrade from version 10.0.x and above, complete the following steps:
  1. Upgrade to version 10.1 by following the instructions in the Unica Campaign 10.1 Upgrade Guide.
  2. Upgrade to version 11.0.1 by following the instructions in the Unica Campaign 11.0.1 Upgrade Guide.
  3. Upgrade to version 11.1 by following the instructions in Unica Campaign11.1 Upgrade guide.
  4. Upgrade to version 12.0 by following the instructions in Unica Campaign 12.0 Upgrade guide
  5. Upgrade to version 12.1 by following the instructions in this guide.
  6. Upgrade to version 12.1.2 by following the instructions in this guide.
  7. Upgrade to version 12.1.3 by following the instructions in this guide.
10.1.x.x and above To upgrade from version 10.1.x.x , complete the following steps:
  1. Upgrade to version 11.0.1 by following the instructions in the Unica Campaign 11.0.1 Upgrade Guide.
  2. Upgrade to version 11.1 by following the instructions in Unica Campaign11.1 Upgrade guide.
  3. Upgrade to version 12.0 by following the instructions in Unica Campaign 12.0 Upgrade guide.
  4. Upgrade to version 12.1 by following the instructions in this guide.
  5. Upgrade to version 12.1.2 by following the instructions in this guide.
  6. Upgrade to version 12.1.3 by following the instructions in this guide.
11.0 To upgrade from version 11.0, complete the following steps:
  1. FastUpgrade to version 11.0.1 by following the instructions in Unica 11.0.1 Fast Upgrade Guide.
  2. Upgrade to version 11.1 by following the instructions in Unica Campaign11.1 Upgrade guide.
  3. Upgrade to version 12.0 by following the instructions in Unica Campaign 12.0 Upgrade guide.
  4. Upgrade to version 12.1 by following the instructions in this guide.
  5. Upgrade to version 12.1.2 by following the instructions in this guide.
  6. Upgrade to version 12.1.3 by following the instructions in this guide.
11.0.1.x version To upgrade from version 11.0.1.x , complete the following steps:
  1. Upgrade to version 11.1 by following the instructions the Unica Campaign 11.1 Upgrade Guide.
  2. Upgrade to version 12.0 by following the instructions in Unica Campaign 12.0 Upgrade guide.
  3. Upgrade to version 12.1 by following the instructions in this guide.
  4. Upgrade to version 12.1.2 by following the instructions in this guide.
  5. Upgrade to version 12.1.3 by following the instructions in this guide.
11.1.x.x version For version 11.1.x.x, you can perform one of the following options:
Note: In case of an in-place upgrade, install the new version into the same directory where Unica Campaign is installed, so that Unica Campaign can detect the upgrade.
  • Option 1
    • perform a in-place upgrade from existing version to version 12.1.0.
    • perform a in-place upgrade from version 12.1.0 to version 12.1.3.
  • Option 2
    • perform a Fast Upgrade from existing version to version 12.1.0 (for more information, see HCL Unica 12.1.0 Fast Upgrade Guide).
    • perform a in-place upgrade from version 12.1.0 to verison 12.1.3.
12.0.x.x version For version 12.0.x.x, you can perform one of the following options:
Note: In case of an in-place upgrade, install the new version into the same directory where Unica Campaign is installed, so that Unica Campaign can detect the upgrade.
  • Option 1
    • perform a in-place upgrade from existing version to version 12.1.0.
    • perform a in-place upgrade from version 12.1.0 to version 12.1.3.
  • Option 2
    • perform a Fast Upgrade from existing version to version 12.1.0 (for more information, see HCL Unica 12.1.0 Fast Upgrade Guide).
    • perform a in-place upgrade from version 12.1.0 to verison 12.1.3.
Note: MariaDB system tables upgrade is supported from v12.0.0.
12.1.x version Upgrading from Unica Campaign 12.1.x is considered an in-place upgrade. You must install the new version into the same directory where Unica Campaign is installed, so that Unica Campaign can detect the upgrade.
Note: If you plan to upgrade to a clustered Unica Campaign listener configuration, see the Upgrading to a clustered listener environment.

Tomcat and Jboss application servers are supported from 11.1 version, so if you plan to use any of these application servers refer the Unica Campaign Installation guide "Chapter 3. Preparing data sources for Campaign" for creating datasource and "Chapter 7. Deploying the Campaign web application" for deployment of Unica Campaign on Jboss and Tomcat application server.

Note: If you are planning to implement SSL in Campaign application, see the Platform Administrator guide> Implementation of one-way SSL section.

If you have configured Campaign application with GSKIT, you must generate new certificate using Open SSL and configure SSL with the steps mentioned in Platform Administrator guide>Implementation of one-way SSL section.

The following steps provide an overview of the tasks that you must complete to upgrade Unica Campaign and Optimize:

  1. For installations on AIX®, unload unused libraries from memory before you run the installer in upgrade mode.
  2. Undeploy Unica Campaign.
  3. Run the Unica installer and the Unica Campaign installer in the Unica Campaign installation directory. The installer automatically runs in upgrade mode. Follow the instructions provided in the following table.
    Table 2. Unica Campaign Installer GUI

    This table provides information about dialogs in the Campaign installer. The Campaign installer upgrades both Campaign and Optimize.

    Window Description
    Introduction

    This is the first window of the Campaign installer. You can open the Campaign installation and upgrade guides from this window.

    Click Next.

    Software License Agreement

    Carefully read the agreement. Use Print to print the agreement. Click Next after you accept the agreement.

    Installation Directory

    Click Choose to browse to the directory where you want to install Campaign and Optimize.

    Click Next.

    Components

    Select the components that you want to install.

    When you select the components, the installer displays information about the components.

    Click Next.

    Single or Multiple Listeners Select Non-clustered listener configuration (single node)
    Note: If you are doing a clustered listener installation, see the Appendix B in the Installation Guide for instructions on installation.

    Click Next.

    Listener Node Properties
    You can choose to install Campaign Analytical Server to server only Campaign, only Optimize, or both. You can either select one of the following options or both and click Next..
    • Run Campaign flowcharts only
    • Run Optimize sessions only
    • Run Campaign flowchart and Optimize session

    If you have an existing version of Optimize installed on your system, select Yes and provide the existing Optimize installation location under Optimize Home box. Click Next.

    Overwrite Confirmation Click Next to overwrite the existing installation and Previous to return to the previous step.
    Default locale

    Select a default locale for your installation. English is selected by default.

    Click Next.

    Campaign Database Setup
    Select one of the following options for setting up the Campaign database:
    • Automatic database setup
    • Manual database setup

    If you select Automatic database setup, select Run Unicode SQL Script if your system tables are configured for Unicode.

    Click Next.

    Campaign Database Type

    Select the appropriate database type.

    Click Next.

    Campaign Database Connection
    Enter the following details for the Campaign database:
    • Database host name
    • Database port
    • Database system ID (SID)
    • Database user name
    • Password
    Important: If Unica products are installed in a distributed environment, you must use the machine name rather than an IP address in the navigation URL for all of the applications in the suite. Also, if you are on a clustered environment and choose to use ports that are different from the default ports 80 or 443 for your deployment, do not use a port number in the value of this property.

    Click Next.

    JDBC Connection

    Review and confirm the JDBC connection.

    Click Next.

    Campaign Connection Settings

    Enter the following connection settings:

    • Network domain name
      Note:
      When you add the network domain name, you might see the following message:
      Warning-Server name includes
      domain name, final URL contains 
      several occurrences of domain
      name
      Select Modify to change the domain name or click Cancel to cancel the message.
    • Host name
    • Port number - If you have load balancer or HTTP server, and during installation you specify host name of that and do not left the port empty.

    Select the Use secure connection check box if necessary.

    Click Next.

    Platform Utilities Settings
    Review and confirm or change the following information for connecting to the Unica Platform database:
    • JDBC driver class
    • JDBC connection URL
    • JDBC driver classpath

    Click Next to validate your entries and to go to the next window.

    Datasource creation The installer can create the JDBC data source for one partition in your web application server (WebSphere® or WebLogic). This data source is required to enable the Campaign web application to connect to the Campaign system tables. You have the option to skip this step in the installer and create the data source in the administration console of your web application server after installation is complete.

    If you select the Create Campaign Datasource check box, the installer creates the data source using information you provide..

    • Your application server must be running.
    • Enter any name for the datasource.

      The installer creates the JNDI name automatically (campaignPartition1DS).

    • Enter the directory in which the application server is installed.

      For WebSphere®, this is the directory that contains the profiles directory. You must restart WebSphere® after the installer finishes and before you use this data source.

      For WebLogic, this is the directory that contains the common directory.

    Click Next to go to the next window.

    Application server information (WebSphere®) Applies only if your application server is WebSphere®.
    • Enter the application server profile where you plan to deploy Campaign.
    • Enter the name of the server in the profile.
    • If security is enabled in WebSphere, enter the administrator user ID and password.

    Click Next to go to the next window.

    Application server information (WebLogic) Applies only if your application server is WebLogic.

    Enter the domain server name and the administrator user ID and password. If SSL is enabled, enter the HTTP port for the domain.

    Note that you must add the database driver classpath to WebLogic in the WebLogic administration console.

    Click Next to go to the next window.

    Preinstallation Summary

    Review and confirm the values that you added during the installation process.

    Click Install to start the installation process.

    The Campaign installer opens.

    Installation Complete

    Click Done to close the Unica Platform installer and go back to the Unica installer.

  4. Run the pre-upgrade utility in pre-upgrade mode (preUpgradeTool.bat or preUpgradeTool.sh).
  5. Run the upgrade tool (acUpgradeTool).
  6. You must clear the browser cache after you complete the upgrade. You must also clear the browser cache after you apply any Unica Campaign fix pack or Unica Campaign interim fix that updates the Unica Campaign application.
  7. Upgrade your reports as explained in the Unica Reports Installation and Configuration Guide.

Important notes for Unica Deliver users

Unica Deliver is installed or upgraded as part of Unica Campaign. If you currently use or plan to use Unica Deliver, see Upgrade considerations to Deliver.

Note: When you upgrade Unica Deliver, there is no need to select Automatic DB Setup. This option is intended only for new installations, when the Unica Deliver system tables do not already exist.