Upgrading Opportunity Detect from version 10.1 with manual migration

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 11.0.
  - Select HCL Opportunity Detect 11.0.
- 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.
1. When the Opportunity Detect installer prompts you for an installation directory, select the directory of your current Opportunity Detect installation.
2. Allow the installer to create a back-up copy of your previous installation of Opportunity Detect.
3. 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.
4. On the DesignTime Database Setup window, select Manual database setup.
5. 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.
- Migration101.sql
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.
1. 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>
```
2. 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.