Contact Optimization installation worksheet

Use the Contact Optimization installation worksheet to gather information about the Contact Optimization database and about other HCL® Marketing Software products that are required for the installation of Contact Optimization.

Use the following table to gather information about the empty database that was created for the IBM Campaign system tables. The empty database that you set up for IBM Campaign can have any name. If you use UA_SYSTEM_TABLES as the ODBC name for that database, the IBM Campaign system tables will be mapped automatically.

Table 1. Information about the database

This two-columned table provides a checklist of the various types of information that you must gather about the database in the first column, and provides space to note the information in the second column.
Field Notes®
Database type
Database name
Database account user name
Database account password
JNDI name UnicaPlatformDS
ODBC name
If you are installing on UNIX™, obtain the information that is given in the following table:
Table 2. Information about the database for UNIX

This two-columned table provides a checklist of the various types of information that you must gather about the database on a UNIX operating system in the first column, and provides space to note the information in the second column.
Database information Notes
If your database type is one of the following types, record the database installation directory:
  • DB2®
  • Oracle
For all database types when Campaign is installed on the Solaris, Linux™, or AIX®® operating systems, record the location of the lib directory in the database installation.
You can use the information in Information about the database for UNIX when you edit the setenv.sh file during the installation and configuration process.

Checklist for IBM Marketing Platform database

The installation wizards for each HCL Marketing Software product must be able to communicate with the Marketing Platform system table database to register the product. Each time that you run the installer, you must enter the following database connection information for the Marketing Platform system table database:
  • JDBC connection URL
  • Database host name
  • Database port
  • Database name or schema ID
  • User name and password for the database account

Checklist for IBM Marketing Platform deployment on the web application server

Obtain the following information before deploying Marketing Platform:
  • Protocol: HTTP, or HTTPS if SSL is implemented in the web application server.
  • Host: The name of the machine on which the Marketing Platform will be deployed.
  • Port: The port on which the web application server listens.
  • Domain name: The company domain of each machine where HCL products are installed. For example, example.com. All HCL products must be installed in the same company domain, and you must enter the domain name in all lower case letters.

    If there is a mismatch in domain name entries, you might encounter problems when you attempt to use Marketing Platform features or navigate among products. You can change the domain name after the products are deployed by logging in and changing values of the relevant configuration properties in the product navigation categories on the Settings > Configuration page.

Checklist for enabling Marketing Platform utilities

If you plan to use the Marketing Platform utilities, obtain the following JDBC connection information before you start to install the Marketing Platform.

  • Path to the JRE. The default value is the path to the 1.7 version of the JRE that the installer places under your HCL installation directory.

    You can accept this default or specify a different path. If you specify a different path, you must point to the 1.7 version of the Sun JRE.

  • JDBC driver class. The installer automatically provides this, based on the database type that you specify in the installer.
  • JDBC connection URL. The installer provides the basic syntax, including the host name, database name, and port. You can customize the URL by adding additional parameters.
  • JDBC driver classpath on your system.

Information about the web component

Obtain the following information for all HCL Marketing Software products that have a web component, which you deploy on a web application server:
  • The name of the systems on which the web application servers are installed. You can have one or several web application servers, depending on the HCL Marketing Software environment that you are setting up.
  • The port on which the application server listens. If you plan to implement SSL, obtain the SSL port.
  • The network domain for your deployment system. For example, mycompany.com.

IBM Site ID

If you are installing an HCL Marketing Software product in one of the countries listed on the Country for Install screen of your product installer, you must enter your IBM Site ID in the space provided. Your IBM Site ID can be found on one of the following documents:
  • IBM Welcome letter
  • Tech Support Welcome letter
  • Proof of Entitlement letter
  • Other communications that are sent when you purchase your software
IBM might use the data that is provided by the installed software to better understand how customers use our products and to improve customer support. The data that is gathered does not include any information that identifies individuals. Complete the following actions if you do not want to have such information to be collected:
  1. After Marketing Platform is installed, log on to Marketing Platform as a user with administration privileges.
  2. Go to Settings > Configuration, and set the Disable Page Tagging property under the Platform category to True.