Upgrading Contact Optimization

You can upgrade Contact Optimization by overwriting your existing Contact Optimization installation.

About this task

Important notes for Contact Optimization users

You must upgrade Campaign and Contact Optimization together. If you do not want to upgrade Campaign and Contact Optimization together, you must stop the Contact Optimization listener manually.

Important notes for users who have installed IBM Contact Optimization listener and IBM Campaign on separate machines:

If IBM® Contact Optimization listener and IBM Campaign analytical server is installed on a separate machines, and if you are upgrading Contact Optimization with the non-root user permissions, then you have to add the user into the Sudo list for the GSKIT components to be installed successfully.

During the interactive installation process, you will be prompted to enter SUDO password for the non-root user. On providing the SUDO password, the installation would be completed and the GSKIT Components would be installed successfully.

If you are performing silent mode installation, and you do not want the system to prompt you for the SUDO Password, you could set NOPASSWD to the sudo user. If you do not set NOPASSWD to the sudo user, then you would still be prompted for the SUDO Password.

However, if the user is not in SUDO list then the Contact Optimization installer would still prompt you for the SUDO Password and the GSKIT components would not be installed. In this case user has to install GSKIT manually by running the $Optimize_Home/bin/HCL_Campaign_Crypto.bin utility with the root user permissions.

In case of Windows™ operating system, if the installation user is not an administrator, then the user has to manually run $Optimize_Home/bin/HCL_Campaign_Crypto.exe utility with the administrator user role to install the GSKIT components. You could check the GSKIT installation related logs in the ContactOptimization_stdout.log file.

Complete the following steps to upgrade Contact Optimization:

Procedure

  1. Stop the Contact Optimization listener. Before you stop the Contact Optimization listener, make sure that you set the path to CAMPAIGN_HOME correctly in the ACOServer script.

    Use the ACOServer script to stop the Contact Optimization listener. The ACOServer script is in the bin directory of the Contact Optimization installation.

    Run the following command to stop the Contact Optimization listener:

    • On Windows: ACOserver.bat stop
    • On UNIX™: ./ACOserver.sh stop
  2. Back up the Campaign and Contact Optimization home directories.
  3. Back up the Campaign and Marketing Platform system tables.
  4. Run the HCL Marketing Software installer and select Contact Optimization.
    Important: Select your previous Contact Optimization installation directory, for example C:\HCL\ContactOptimization.

    When prompted, select the Automatic database setup. If you select Manual database setup, you must run the Contact Optimization Migration SQL scripts against the appropriate database to create and populate the Contact Optimization system tables manually.

  5. Start the web application server on which Campaign is deployed, if it is not already running.
  6. Start the Contact Optimization listener.

    Use the ACOServer script to start the Contact Optimization listener.

    Run the following command to start the Contact Optimization listener:

    • On Windows: ACOserver.bat start
    • On UNIX: ./ACOserver.sh start
  7. Complete the following steps for all Contact Optimization sessions that use session level advanced settings:
    1. Edit the session level advanced settings of the Contact Optimization session.
    2. Save the session level settings.
    Saving the settings ensures that the session level advanced settings of the current Contact Optimization session are retained during the upgrade. If you do not save the advanced settings, the following properties might behave as if they are set to False, even if they are set to True:
    • ContinueOnGenerationLoopError
    • Enable Max Capacity Consumption
    • Update Session Table Statistics