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.

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.

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.

Make sure that you install Marketing Platform and Campaign before installing Contact Optimization. For more information about installing Marketing Platform, see the HCL Marketing Platform Installation Guide. For more information about installing Campaign, see the HCL Campaign Installation Guide.

About this task

Complete the following actions to install Contact Optimization by using the GUI mode:

Procedure

Go to the folder where you have saved the HCL Marketing Software installer and double-click the installer to start it.
Click OK on the first screen to see the Introduction window.

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 two-columned table provides information about the windows in the HCL Marketing Software installer in the first column, and information about the windows in the second column.
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 to go to the next window.
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. In the Response files destination field, click Choose to browse for a destination where you want to save the response files. Alternatively, click Restore Default Folder to save the response files in the default C:\ location. Click Next to go to the next window.
HCL Marketing Software Products	In the Install Set list, select Custom to select Contact Optimization as the product that you want to install. In the Install Set area, you can see all the products whose installation files are in the same directory on your computer. In the Description field, you can view the description of the product that you select in the Install Set area. Click Next to go to the next window.
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 to go to the next window.
Select Application Server	Select one of the following application servers for the installation: HCL WebSphere® Oracle WebLogic Click Next to go to the next window.
Platform Database Type	Select the appropriate Marketing Platform database type. Click Next to go to the next window.
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 to go to the next window.
Platform Database Connection (continued)	Review and confirm the JDBC connection. 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 HCL Contact Optimization installer opens.

Follow the instructions on the Contact Optimization installer to start installing Contact Optimization.

Use the information in the following table to navigate through the Contact Optimization installer and take appropriate actions on each window in the HCL Contact Optimization installer:

Table 2. HCL Contact Optimization installer GUI
This two-columned table provides information about the windows in the Contact Optimization installer in the first column, and information about the windows in the second column.
Window	Description
Introduction	This is the first window of the HCL Contact Optimization installer. You can open the installation guide, upgrade guide and all available documentation for Contact Optimization from this window. Click Next to go to the next window.
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 to go to the next window.
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 to go to the next window.
Campaign Database Setup (Windows)	Select the appropriate database type. Click Next to go to the next window.
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 to go to the next window.
JDBC Connection	Review and confirm the JDBC connection. Click Next to go to the next window.
ContactOptimization Connection Settings	Enter the following connection settings: Network domain name Host name Port number Select the Use secure connection check box if necessary. Click Next to go to the next window.
ContactOptimization Utilities Settings	In the JDBC driver classpath field, enter the JDBC driver classpath. 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 Contact Optimization installation.
Installation Complete	Use this window to view information about the locations of log files that are created during installation. Click Done to exit the HCL Contact Optimization installer and to go back to the HCL Marketing Software suite installer.

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 two-columned table provides information about the windows in the HCL Marketing Software installer in the first column, and information about the windows in the second column.
Window	Description
Deployment EAR file	Click Do not create an EAR file for deployment. Note: You do not create an EAR file for Contact Optimization because Contact Optimization does not have a web application. Click Next to go to the next window.
Installation Complete	Use this window to view information about the installation log, error log, and output log of your installation. Click Done to exit the HCL Marketing Software installer.