The Opportunity Detect upgrade installer can
perform all of the data migration that is required for an upgrade automatically. However, if the
policy of your organization does not allow automatic migration, you must complete the migration
procedure to upgrade Opportunity Detect
manually.
Before you begin
Ensure that you have the following installers in the same directory.
- The HCL® Marketing
Software master installer
- The Opportunity Detect installer
To upgrade to Opportunity Detect
manually, you must run SQL scripts and run the Marketing Platform configTool command line utility to populate
the system tables. Ensure that your installation of Marketing Platform is fully functional so that you can
run the utilities. Complete information about using the configTool utility, including example
commands for common tasks, is available in configTool.
The configTool utility is located in the tools/bin directory under your
Marketing Platform installation.
See Opportunity Detect and Interact Advanced Patterns upgrade scenarios for information
about upgrading from other versions.
About this task
Note: If you are changing your database type, data migration is not supported. Perform a complete
installation in a new location instead.
Procedure
-
Create a back-up copy of your Opportunity Detect
system table database.
Important: Do not skip this step. If the upgrade operation fails, you cannot roll back
your database and your data is corrupted.
-
Ask all users to log out of Opportunity Detect and
stop all running services, including StreamsRCS, Interact Design Service, Real Time Connector, and
the Streams instance.
-
Undeploy Opportunity Detect in your web application
server.
-
Run the HCL Marketing
Software master installer.
The
HCL Marketing
Software master installer starts.
Complete the following steps in the
HCL Marketing
Software
master installer.
- On the HCL Marketing
Software Products window, do the following.
- De-select HCL
Marketing Platform 10.1.
- Select HCL
Opportunity Detect 10.1.
- When the HCL Marketing
Software master installer prompts
you to choose an installation directory, choose the HCL Marketing
Software installation directory, not the Opportunity Detect installation directory, which is under this root
directory.
- When the HCL Marketing
Software master installer prompts
you to enter Marketing Platform database connection
information, enter the information that pertains to your current Marketing Platform system tables.
The HCL Marketing
Software master installer pauses and
launches the Opportunity Detect installer.
-
Complete the following steps in the Opportunity Detect installer.
-
When the Opportunity Detect installer prompts you for
an installation directory, select the directory of your current Opportunity Detect installation.
-
Allow the installer to create a back-up copy of your previous installation of Opportunity Detect.
-
On the Opportunity Detection Components window, , select the components you want to install.
You can run the installer multiple times to install components on different hosts.
-
On the DesignTime Database Setup window, select Manual database
setup.
-
Follow the remaining steps in the installation wizard and enter the requested
information.
-
Execute the following SQL scripts on the Design Time database schema after installation is
complete.
These files are located under your Opportunity Detect
installation in the database/DB_Type/Upgrade directory,
where DB_Type is DB2 or Oracle.
Use the script appropriate for your database type.
-
If you are using Interact Advanced Patterns, run the
following update statements against your system table database.
update DeploymentConfiguration set inputMode = 3;
update DeploymentHistory set inputMode = 3;
These statements set the input mode to TCP.
-
If you are using Opportunity Detect and use the Web
Service connector, run the following update statements against your system table database.
update DeploymentConfiguration set inputMode = 2;
update DeploymentHistory set inputMode = 2;
These statements set the input mode to Web.
-
If you install Interact Advanced Patterns over Opportunity Detect, and you select the manual option, you must
manually update the
password
attribute of the properties
tag in
the server.xml
file.
This file is located in the InteractService/wlp/usr/servers/InteractService
directory under your Opportunity Detect installation.
You can use the securityUtility
located under the
InteractService/wlp/bin
directory under your Opportunity Detect installation to encrypt the password.
For example:
./securityUtility encode your_password
-
If you are using DB2 for your system tables, and if you have installed the DB2 client in a
location that is different from the default location, you must update the
function.xml file as follows.
The function.xml file is located in the
/home/streamsadmin/OpDetection/toolkits/unica_db_access/db.access/native.function
directory.
-
Locate the following section in the file.
<library>
<cmn:description></cmn:description>
<cmn:managedLibrary>
<cmn:lib>UnicaDatabaseAccessLib</cmn:lib>
<cmn:lib>db2</cmn:lib>
<cmn:libPath>../../impl/lib</cmn:libPath>
<cmn:libPath>/IBM_DB2_installation_directory
/lib64</cmn:libPath>
<cmn:includePath>../../impl/include</cmn:includePath>
<cmn:includePath>/IBM_DB2_installation_directory/
include</cmn:includePath>
</cmn:managedLibrary>
</library>
-
Correct the path in the following lines to reflect the location of your DB2 client. In the
following example, the DB2 install path is /data/dbclient/DB2.
<cmn:libPath>/data/dbclient/DB2/lib64</cmn:libPath>
<cmn:includePath>/data/dbclient/DB2/include</cmn:includePath>
What to do next
Complete post-installation steps as described elsewhere in this guide.