Procedure: Fast Upgrade Unica Insights Reports

About this task

The following procedures allow you to upgrade the Unica Insights reports from versions 12.0.0.0 and 12.0.0.1 to version 12.1.0.0. Perform the following steps to upgrade Campaign, Deliver, Plan, or Interact reports.
  1. Perform the following substeps to upgrade from 12.0.x version to 12.1.0 version.
    1. Undeploy hcl-birt.war.
    2. Delete hcl-birt.war from the application server directory.
  2. Copy UnicaInsights.war from <PLATFORM_HOME>/Insights/Insights.war to application server directory.
  3. Deploy UnicaInsights.war.
  4. Copy the respective product reports folder for which you want to perform upgrade in Unica Insights directory. For details, see the Unica Insights Reports Installation and Configuration guide.

Unica Campaign and Deliver Reports Fast Upgrade

To perform the fast upgrade of Unica Campaign reports, complete the following steps.

Procedure

  1. Copy the following report design files folders from Campaign installation directory to <PLATFORM_HOME>/Insights/ Reports root folder.
    File names have <ora/db2/sqlsvr/mariadb_*.rptdesign to identify the db type.
    RPT design files Platform target folders
    /Campaign/reports/Affinium Campaign/ <PLATFORM_HOME>/Insights/ Reports/campaign/partitions/partitionN /Affinium Campaign/
    /Campaign/reports/Affinium Campaign/Performance Reports/ <PLATFORM_HOME>/Insights/ Reports/campaign/partitions/partitionN /Affinium Campaign//Performance Reports/
    /Campaign/reports/Affinium Campaign/Performance Reports/Campaign Offer Performance Over Time/ <PLATFORM_HOME>/Insights/ Reports/campaign/partitions/partitionN /Affinium Campaign/Performance Reports/Campaign Offer Performance Over Time/
    /Campaign/reports/Affinium Campaign/Performance Reports/Offer Performance Over Time/ <PLATFORM_HOME>/Insights/ Reports/campaign/partitions/partitionN /Affinium Campaign//Performance Reports/Offer Performance Over Time/
    /Campaign/reports/Affinium Campaign - Object Specific Reports/campaign/ <PLATFORM_HOME>/Insights/ Reports/campaign/partitions/partitionN /Affinium Campaign - Object Specific Reports/campaign/
    /Campaign/reports/Affinium Campaign - Object Specific Reports/offer/ <PLATFORM_HOME>/Insights/ Reports/campaign/partitions/partitionN /Affinium Campaign - Object Specific Reports/offer/
    /Campaign/reports/Affinium Campaign/Deliver Reports/ <PLATFORM_HOME>/Insights/ Reports/campaign/partitions/partitionN / Affinium Campaign/Deliver Reports/
    /Campaign/reports/Unica Dashboards/Campaign/ <PLATFORM_HOME>/Insights/Reports/UnicaDashboard/Campaign/partitions/partitionN/
    /Campaign/reports/Unica Dashboards/Deliver/ <PLATFORM_HOME>/Insights/Reports/Unica Dashboard/Deliver/partitions/partitionN/
  2. Register Campaign/reports/schema/Deliver_performance.xml using Campaign /reports /tools /import_all.bat/sh.
  3. For Campaign, run /Campaign/reports/schema/templates_sql_load.sql against Platform database.
  4. For Deliver, run the following scripts against Campaign database.
    • /Campaign/reports/tools/uare_lookup_create_Oracle/MSSQL/DB2.sql
    • /Campaign/reports/tools/uare_lookup_populate*.sql (for all locales)
    • /Campaign/reports/Deliver-ddl/<DBType>/acer_tables_db2/ora/sqlserver.sql
    • /Campaign/reports/Deliver-ddl/<DBType>/acer_indexes_db2/ora/sqlserver.sql
    • /Campaign/reports/Deliver-ddl/<DBType>/acer_scripts_db2/ora/sqlserver.sql
  5. For Deliver reports, the database details need to be configured using Insights DB utility. The following are the steps.
    1. After installation of products is completed, open command prompt and navigate to <PLATFORM_HOME>/Insights/tools/bin
    2. At this location, the reports utility is present.

      Execute the below command

      insightsDBUtil.bat -ds=DeliverDS -bPath=<CAMPAIGN_HOME>/reports -DBType=<DB_TYPE> -URL=<JDBC_URL> -user=<user> -pwd=<password>

    3. Then perform the same steps like Campaign reports to place the reports under <INSIGHTS_HOME>/Reports. For more details, see the Insights Reports Installation and Configuration Guide.
  6. Navigate to Configuration > Report SQL Generator, and create views or materialized views as per the database type. For more information, see the Unica Insights Reports Installation and Configuration guide.

Unica Interact Reports Fast Upgrade

To perform the fast upgrade of Unica Interact reports, complete the following steps.

Procedure

Copy the following report design files folders from Interact installation directory to <PLATFORM_HOME>/Insights/ Reports root folder.
File names have <ora/db2/sqlsvr_*.rptdesign to identify the db type.
RPT design files Platform target folders
/<INTERACT_HOME>/reports/Unica Interact/ <PLATFORM_HOME>/Insights/ Reports/campaign/partitions/partitionN/Unica Interact/
/<INTERACT_HOME>/reports/Unica Interact/Interactive Entity Reports <PLATFORM_HOME>/Insights/ Reports/campaign/partitions/partitionN/Unica Interact/Interactive Entity Reports
/<INTERACT_HOME>/reports/Unica Interact - Object Specific Reports/ <PLATFORM_HOME>/Insights/ Reports/campaign/partitions/partitionN/Unica Interact - Object Specific Reports/
/<INTERACT_HOME>/reports/Unica Dashboards/interact/ <PLATFORM_HOME>/Insights/Reports/Unica Dashboard/Interact/partitions/partitionN

Unica Plan Reports Fast Upgrade

To perform the fast upgrade of Unica Plan reports, complete the following steps.

Procedure

  1. Copy the following report design files folders from Plan installation directory to <PLATFORM_HOME>/Insights/ Reports root folder.
    File names have <ora/db2/sqlsvr_*.rptdesign to identify the db type.
  2. Navigate to Affinium|Plan|umoConfiguration|reports and change the following properties. For example:
    reportsAnalysisSectionHome Plan/Affinium Plan
    reportsAnalysisTabHome Plan/Affinium Plan - Object Specific Report
    Note: You must not include a slash (/) in the beginning of the path of these properties.
    RPT design files Platform target folders
    /Plan/reports/Insights_Reports/Affinium Plan/ <PLATFORM_HOME>/Insights/ Reports/Plan/Affinium Plan/
    /Plan/reports/Insights_Reports/Affinium Plan - Object Specific Reports/ <PLATFORM_HOME>/Insights/Reports/Plan/Affinium Plan - Object Specific Reports/
    /Plan/reports/Insights_Reports/Affinium Plan - Object Specific Reports/plan <PLATFORM_HOME>/Insights/Reports/Plan /Affinium Plan - Object Specific Reports/plan
    /Plan/reports/Insights_Reports/Affinium Plan - Object Specific Reports/program <PLATFORM_HOME>/Insights/Reports/Plan/Affinium Plan - Object Specific Reports/program
    /Plan/reports/Insights_Reports/Affinium Plan - Object Specific Reports/project <PLATFORM_HOME>/Insights/Reports/Plan/Affinium Plan - Object Specific Reports/project
    /Plan/reports/Insights_Reports/Affinium Plan - Object Specific Reports/team <PLATFORM_HOME>/Insights/Reports/Plan/Affinium Plan - Object Specific Reports/team
    /Plan/reports/Insights_Reports/Unica Dashboards/plan/ <PLATFORM_HOME>/Insights/Reports/Unica Dashboard/Plan