Installing Contact Optimization by using the GUI mode

For Windows™, use the GUI mode to install Contact Optimization. For UNIX™, use the X Window System mode to install Contact Optimization.

Before you begin

Important: Before you use the GUI mode to install Contact Optimization, make sure that the available temporary space on the computer where you install Contact Optimization is more than three times the size of the Contact Optimization installer.
Make sure that the HCL® Marketing Software installer and the Contact Optimization installers are in the same directory on the computer where you want to install Contact Optimization.

Procedure

Complete the following actions to install Contact Optimization by using the GUI mode:
  1. Go to the folder where you have saved the HCL Marketing Software installer and double-click the installer to start it.
  2. Click OK on the first screen to see the Introduction window.
  3. Follow the instructions on the installer, and click Next.
    Use the information in the following table to take the appropriate actions on each window in the HCL Marketing Software installer.
    Table 1. HCL Marketing Software installer GUI

    This table provides information about each dialog in the HCL Marketing Software installer.
    Window Description
    Introduction

    This is the first window of the HCL Marketing Software suite installer. You can open the Contact Optimization installation and upgrade guides from this window. You can also see a link for the installation and upgrade guides for the products whose installers are saved in the installation directory.

    Click Next.
    Response Files Destination

    Click the Generate Response File check box if you want to generate response files for your product. Response files store the information that is necessary for the installation of your product. You can use response files for an unattended installation of your product, or to get pre-filled answers if you rerun the installer in GUI mode

    Click Choose to browse to a location where you want to store the response files.

    Click Next.
    HCL Marketing Software Products

    In the Install Set list, select Custom to select the products that you want to install.

    In the Install Set area, you see all of the products whose installers are in the same directory on your computer.

    The Description field shows the description of the product that you select in the Install Set area.

    Click Next.
    Installation Directory

    In the Specify the installation directory field, click Choose to browse to the directory where you want to install your product.

    If you want to install the product in the folder where the installers are stored, click Restore Default Folder.

    Click Next.
    Select Application Server
    Select one of the following application servers that you configured for Contact Optimization installation:
    • HCL WebSphere®
    • Oracle WebLogic

    Click Next.
    Platform Database Type

    Select the appropriate Marketing Platform database type.

    Click Next.
    Platform Database Connection
    Enter the following information about your database:
    • Database host name
    • Database port
    • Database name or System ID (SID)
    • Database user name
    • Database password
    Click Next.
    Platform Database Connection (continued)

    Review and confirm the JDBC connection.

    Click Next. The URL can be customized with additional parameters if needed.
    Preinstallation Summary

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

    Click Install to start the installation process.

    The Contact Optimization installer opens.
  4. Follow the instructions on the Marketing Platform installer to install or upgrade Marketing Platform. See HCL Marketing Platform Installation Guide for more information.
  5. In the Installation Complete window, click Done.
    The Marketing Platform installation is complete, and the Contact Optimization installer opens.
  6. Use the information in the following table to navigate the Contact Optimization installer. In the Platform Database Connection window, enter all the required information and click Next to start the Campaign installer.
    Table 2. HCL Campaign installer GUI

    This table provides information about dialogs in the Contact Optimization installer.
    Window Description
    Introduction

    This is the first window of the Contact Optimization installer. You can open the Contact Optimization 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 Contact Optimization.

    Click Next.
    Campaign 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 Appendix B for installation instructions.

    Click Next.
    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 HCL Marketing Software 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

    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 Marketing 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 Contact Optimization web application to connect to the Contact Optimization 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 Contact Optimization 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 Contact Optimization.
    • 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 Contact Optimization installer opens.
    Installation Complete

    Click Done to close the Marketing Platform installer and go back to the HCL Marketing Software installer.
  7. In the Installation Complete window, click Done to exit the Contact Optimization installer and go back to the HCL Marketing Software installer.
  8. Follow the instructions on the HCL Marketing Software installer to finish installing Contact Optimization.
    Use the information in the following table to take the appropriate actions on each window in the HCL Marketing Software installer.
    Table 3. HCL Marketing Software installer GUI

    This table provides information about the remaining dialogs in the HCL Marketing Software installer.
    Window Description
    Deployment EAR file

    Specify whether you want to create an enterprise archive (EAR) file to deploy your HCL Marketing Software products.

    Click Next.
    Package EAR file

    You see this window if you selected Create an EAR file for deployment in the Deployment EAR file window.

    Select the applications that you want to package in the EAR file.
    EAR file details
    Enter the following information for your EAR file:
    • Enterprise application identifier
    • Display name
    • Description
    • EAR file path
    EAR file details (continued)

    Select Yes or No to create an additional EAR file. If you select Yes, you must enter the details for the new EAR file.

    Click Next to complete the installation of your product.
    Deployment EAR file

    Specify whether you want to create another EAR file to deploy your HCL Marketing Software products.

    Click Next.
    Installation Complete

    This window provides the locations of the log files that are created during installation.

    Click Previous if you want to change any installation details.

    Click Done to close the HCL Marketing Software installer.