Installing Opportunity Detect using the GUI mode

For UNIX, use the X Window System mode to install Opportunity Detect.

Before you begin

Important: Before you install Opportunity Detect, make sure that the available temporary space on the computer where you install Opportunity Detect is more than three times the size of the Opportunity Detect installer.
Make sure that the following components are located in the same directory:
  • HCL® Suite installer
  • Opportunity Detect installer
  • The InfoSphere Streams file

    The file is named Streams-3.2.1.2-x86_64-el6.tar.gz It is required for installing the Run Time component only.

Procedure

  1. In a command-line prompt window, navigate to the directory where you have saved the HCL Suite and the Opportunity Detect installers.
  2. Run the following:

    ./ IBM_suite_installer_full_name _linux.bin

    For example:

    ./IBM_Marketing_Software_Installer_10.1.0.0_linux.bin

    The HCL Suite Installer opens.
  3. Click OK on the first screen to see the Introduction window.
  4. 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 suite 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 installer. You can open the Opportunity Detect installation and upgrade guides from this window.

    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, or to get pre-filled answers if you rerun the installer in the GUI mode

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

    Click Next to go to the next window.
    IBM 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 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

    Click Choose to browse to the directory where you want to install HCL Marketing Software.

    Click Next to go to the next window.
    Select Application Server

    Select IBM WebSphere as the application server. Oracle Weblogic is not supported for Opportunity Detect

    Click Next to go to the next window.
    Platform Database Type

    Select IBM DB2 or Oracleas the database. Opportunity Detect is supported only on IBM DB2 or Oracle.

    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.
    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.
    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 Marketing Platform installer opens. If a previous instance of Marketing Platform exists, the instance is upgraded to the current version. If a previous instance of Marketing Platform does not exist, Marketing Platform is installed.
  5. Follow the instructions on the Marketing Platform installer to install or upgrade Marketing Platform. See the HCL Marketing Platform Installation Guide for more information.
  6. In the Installation Complete window, click Done.
    The Marketing Platform installation is complete, and the Opportunity Detect installer opens.
  7. In the Platform Database Connection window, enter all the required information and click Next to start the Opportunity Detect installer.
  8. Use the information in the following table to navigate the Opportunity Detect installer.
    Table 2. Opportunity Detect installer GUI

    This two-columned table provides information about the windows in the Opportunity Detect installer in the first column, and information about the windows in the second column.
    Window Description
    Introduction

    This is the first window of the Opportunity Detect installer. You can open the Opportunity Detect installation and upgrade guides 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 Opportunity Detect.

    Click Next to go to the next window.
    Select Modules

    You can choose to install either Opportunity Detect or Interact Advanced Patterns, or you can install both. Note that Opportunity Detect must be purchased separately from Interact Advanced Patterns.

    Click Next to go to the next window.
    Opportunity Detect Components
    Select the components you want to install.
    • Design Time
      • Opportunity Detection Design Time
      • Interact Service
    • Run Time
      • Streams Server
      • Server Files
      • RealTime Connector
      • Streams Remote Control Service

    Click Next to go to the next window.
    Opportunity Detect Web Application Connection Settings
    Enter the following information about the web application connection settings:
    • Network domain name
    • Host name
    • Port number

    Select the Use secure connection check box if you want to use HTTPS to secure the web application.

    Click Next to go to the next window.
    DesignTime Database Setup
    Select one of the following check boxes:
    • Automatic database setup
    • Manual database setup

    Click Next to go to the next window.
    DesignTime Database Type

    You can see this window if you selected the Automatic database setup check box in the DesignTime Database Setup window.

    Select the database type that you are using for your system tables.

    Click Next to go to the next window.
    DesignTime Database Connection

    You can see this window if you selected the Automatic database setup check box in the DesignTime Database Setup window.

    Enter the following details for the Design Time database:
    • Database host name
    • Database port
    • Database system ID (SID)
    • Database user name
    • Database 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.
    DesignTime database JDBC Connection

    Review and confirm the JDBC connection.

    Click Next to go to the next window.
    Datasource creation The installer can create the JDBC data source in your web application server (WebSphere). This data source is required to enable the Opportunity Detect web application to connect to the Opportunity Detect 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 Opportunity Detect 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 (OpDetectionDS).

    • 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.

    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 Opportunity Detect.
    • 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.
    Default locale

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

    Click Next.
    Interact Service Settings This applies only when you are installing HCL Interact Advanced Patterns.

    Enter the following information to configure the Interact service:

    • Host name or IP address
    • Port number

      The installer provides the default port number (8181).

    Click Next to go to the next window.
    RunTime Database Setup
    Select one of the following check boxes:
    • Automatic database setup
    • Manual database setup

    Click Next to go to the next window.
    Detect Database Type (Unix)

    Select the database type, which must match the database type used for Marketing Platform.

    Click Next to go to the next window.
    RunTime Database Connection
    Enter the following details for the Run Time database:
    • Database host name
    • Database port
    • Database system ID (SID)
    • Database user name
    • Database 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.
    RunTime database JDBC Connection

    Review and confirm the JDBC connection.

    Click Next to go to the next window.
    RealTime Connector Settings
    Enter the following information to configure the RealTime Connector:
    • Host name or IP address
    • Port number

      The installer provides the default port number (8282).

    Click Next to go to the next window.
    Streams Remote Control Service Settings
    Enter the following information to configure the Streams Remote Control Service:
    • Host name or IP address
    • Port number

      The installer provides the default port number (8080).

    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.
    Installation Complete

    Click Done to close the Opportunity Detect installer and go back to the HCL Marketing Software installer.
  9. Follow the instructions on the HCL Marketing Software installer to finish installing Opportunity Detect.
    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

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

    Click Next to go to the next window.
    Package EAR file

    You can see this window if you select 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 to go to the next window.
    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.