Procedure: Fast upgrade Unica Interact

Before you begin

Complete the prerequisites to upgrade from Unica Interact 8.6.x/later version to Unica Interact 12.1.

Procedure

Ensure that Unica Platform and Unica Campaign are upgraded successfully on the target setup. Install Interact 12.1 on the setup.
Take a backup for source system Databases InteractDT, InteractRT,Interact Learning, Interact prod.
Make sure that the Interact related files in Campaign's 'partition' folder are copied from the source system to the target system.
Restore the backed up database schema on target system.
Create data sources on the target application server and point to the new database schema. You can use the same JNDI names as those in the source system to save effort in doing manual changes.

Note: Ensure that you keep the same target schema names as base setup schema names.

Upgrading Interact DT

Procedure

Update setenv.sh with the values required for upgrade. For details on the environment variables in the setenv.sh file, see the Interact Upgrade guide.
1. Navigate to the path: <Interact_Home>/interactDT/tools/upgrade/ and set the following variables in the setenv.sh file:
  
  set JAVA_HOME='<Installation Path >/jre'.
  
  set JDBCDRIVER_CP=Actual location of the databasedriver along with database driver
  
  For example: set JDBCDRIVER_CP=/opt/HCL/FastUpgrade12/ojdbc8.jar
  
  set JDBCDRIVER_CLASS=Datasase driver
  
  set JDBCDRIVER_URL=Database URL
2. Change the log file name and location if required.
3. Navigate to <Interact_Home>\interactDT\tools\upgrade\conf.
4. Edit file ACIUpgradeTaskList.properties and change the value of CHOICES_FOR_PREVIOUS_VERSIONS=8.6.x or other base version you are upgrading from.
  
  Note: If CHOICES_FOR_PREVIOUS_VERSIONS is already present that you are upgrading from, then do not change in the value.
  
  For setenv.sh, you must update the username to the actual user who runs the tool.
  
  For example: you are required to update this entry - $whoami != "root" to $whoami != "username"
  Here is the list of supported choices for previous version selection. Users can select the relevant one.
  - 8.6.x
  - 9.0.x
  - 9.1.0
  - 9.1.1
  - 9.1.2
  - 10.0.0
  - 10.1.0
  - 11.0.1
  - 11.1.0
  - 12.0.0
  - 12.1.0
Complete the prerequisites before running the Interact upgrade tool.
Update the jdbc.properties file under:
<Installation_Home>\install\
<Interact_Home>\interactDT\tools\upgrade\conf

The “jdbc.properties" file must contain the correct JDBC URL, Platform system database userID and encrypted password. If this information is incorrect, then the Interact upgrade tool will fail with database authentication related errors.
Execute Interact “aciUpgradeTool.sh/bat". This Upgrade tool execution is similar to the usual acUpgradeToolexecution of Campaign.
While executing the upgrade tool you are prompted for database details. Enter the Interact DesignTime database details.
The tool will also prompt for “select base version to upgrade". You will able to see the upgrade version specified for CHOICES_FOR_PREVIOUS_VERSIONS.
Select the fast upgrade base version to upgrade from.
Once the upgrade tool execution completes, check the related logs to ensure that no errors were encountered during the upgrade tool execution.

Upgrading Interact RT, Interact learning and Interact Production databases

Procedure

Update setenv.sh with required values for Unica Interact upgrade. For details on the environment variables in the setenv.sh file, see the Unica Interact Upgrade guide.
1. Navigate to <Interact_Home>/tools/upgrade. Set the following variables in the setenv.sh file:
  
  set JAVA_HOME= <Installation Path>/jre
  
  set JDBCDRIVER_CP= Actual location of the database driver along with database driver
  
  ex: set JDBCDRIVER_CP= /opt/HCL/FastUpgrade12/ojdbc8.jar
  
  set JDBCDRIVER_CLASS = Database driver
  
  set JDBCDRIVER_URL = Database URL
  
  The database URL can be the same in DB2 and Oracle if you are using the same DB with different schemas.
  
  In case you require to update the database URL for the SQLServer, update the respective DB before executing the upgrade tool.
  
  Change the log file name and location if required.
2. Navigate to <Interact_Home>\tools\upgrade\conf, edit the ACIUpgradeTaskList_crhtab.properties file, and change the value of CHOICES_FOR_PREVIOUS_VERSIONS=8.6.x or other base version you are upgrading from.
  
  Note: If CHOICES_FOR_PREVIOUS_VERSIONS is already present that you are upgrading from, then do not make change in the value.
3. Repeat the above change for the ACIUpgradeTaskList_lrntab.properties, ACIUpgradeTaskList_runtab.properties, ACIUpgradeTaskList_usrtab.properties files at the above mentioned path.
For setenv.sh, you must update the username to the actual user who runs the tool.

For example: you are required to update this entry - $whoami != "root" to $whoami != "username"
Here is the list of supported choices for previous version selection. Users can select the relevant one.
- 8.6.x
- 9.0.x
- 9.1.0
- 9.1.1
- 9.1.2
- 10.0.0
- 10.1.0
- 11.0.1
- 11.1.0
- 12.0.0
- 12.1.0
Pre-requisite to complete before running the Interact upgrade tool: Update the jdbc.properties file under: <Installation_Home>\install\ <Interact_Home>\tools\upgrade\conf
The “jdbc.properties" file must contain the correct JDBC URL, Platform system database userID and encrypted password. If this information is incorrect, the Interact upgrade tool will fail with database authentication related errors.
Execute Interact “aciUpgradeTool_crhtab .sh/bat" . This Upgrade tool execution is similar to the usual aciUpgradeTool.
1. While executing the upgrade tool you are prompted for database details mention the details of the Interact DesignTime Database. The tool will also prompt for “select base version to upgrade". You will see the upgrade version specified withCHOICES_FOR_PREVIOUS_VERSIONS= Select the fast upgrade base version you are upgrading from.
2. Once the upgradetool execution completes, check the related logs and ensure that no errors were encountered during the upgrade tool execution.
Execute Interact “aciUpgradeTool_runtab.sh/bat". This Upgrade tool execution is similar to the usual aciUpgradeTool.
1. While executing the upgrade tool you are prompted for database details. Enter the Interact RunTime Database details. The tool will also prompt for “select base version to upgrade", you can see the upgrade version specified in CHOICES_FOR_PREVIOUS_VERSIONS. Select the fast upgrade base version you are upgrading from.
2. Once the upgradetool execute completes, check the related logs and ensure that no errors were encountered during the upgrade tool execution.
Execute Interact “aciUpgradeTool_lrntab .sh/bat". This Upgrade tool execution is similar to the usual aciUpgradeTool.
1. While executing the upgrade tool you are prompted for database details. Enter the Interact Learning Database details.The tool will also prompt for “select base version to upgrade". You can see the upgrade version specified with CHOICES_FOR_PREVIOUS_VERSIONS. Select the fast upgrade base version to upgrade from.
2. Once the upgradetool execution completes, check the related logs and ensure that errors were not encountered during the upgrade tool execution.
Execute Interact “aciUpgradeTool_usrtab.sh/bat". This Upgrade tool execution is similar to the usual aciUpgradeTool.
1. During the execution of the upgrade tool, you are prompted for database details. Enter the Interact Production/prod Database details. The tool will also prompt for “select base version to upgrade". You can see the upgrade version specified with CHOICES_FOR_PREVIOUS_VERSIONS. Select the fast upgrade base version to upgrade from.
2. Once the upgradetool execution completes, check the related logs and ensure no errors were encountered during the upgrade tool execution.

Execute ILPB Migration Uitility

About this task

See the Unica Interact Upgrade Guide for more details.

Execute Strategy migration utility

About this task

See the Unica Interact Upgrade Guide for more details.

Updating the JDBC file in InteractRT WAR

About this task

In case you do not want to reuse the Platform schema used in the 12.0 clean installation and rather want to use another user schema, follow the additional steps underneath:

Procedure

Take a back up of the interactRT.war file from the 12.0 environment (Interact/interactRT.war).
Unwar the interactRT.war file.
Copy the jdbc.properties file from Platform/tools/bin/ directory and paste it under interactRT.war/WEB-INF/classes.
Re-war the interactRT.

Post Upgrade

Procedure

Register Interact DT Rest API Filter V2. Navigate to the PLATFORM_HOME/tools/bin directory. Execute the following commands:
configTool.bat -vp -p "Affinium|suite|security|apiSecurity|interact" -f <Interact_Home>\interactDT\conf\ Interact_API_V2_Filter.xml
Interact version registration:
1. Execute the following command on the source environment and navigate to the PLATFORM_HOME/tools/bin directory. Execute the command: ./configTool.sh -x -p "Affinium|Interact|about" -f Interact_about.xml
2. Update the product name from 'IBM Interact' to 'Unica Interact' in the 'Interact_about.xml"' file.
  
  Note: Do not update the product name if you are upgrading from 11.0 -> 11.x in the Interact_about.xml file.
3. Copy the exported output on the 12.1 - Destination system under the PLATFORM_HOME/tools/bin directory.
4. Modify the version information in "Interact_about.xml" file referring to the Interact version in version.txt.
  For example:<value>12.1.0.<Build number as per version.txt></value></property>. The following are the lines from 8.6.x.
```
<property id="6261" name="support" type="string_property" width="40"> 
<value>https://customercentral.unica.com%3C/value%3E</value
```
5. Update the following property.
```
<property id="6260" name="java" type="string_property" width="40">
                <value>IBM Corporation 2.4</value>
        </property>
```
  to
```
<property id="6260" name="java" type="string_property" width="40">
 <value>HCL Technologies Ltd.</value>
 </property>
```
6. Execute the following command on the destination 12.1 environment:./configTool.sh -v -o -i -p "Affinium|Interact" -f Interact_about.xml
7. For the Interact sub component version, execute the following commands on the destination 12.1 environment.
  
  Navigate to the PLATFORM_HOME/tools/bin directory.
  
  Execute command: ./configTool.sh -i -p "Affinium|Campaign|about|components " -f <INTERACT_HOME>/interactDT/conf/interact_subcomponent_version.xml –o
This step is not required if you are upgrading from 11.x version. You must update the old Interact navigation with a new one.
Execute the following commands on the destination 12.1 environment:

Remove old menu: configTool.bat -d -p "Affinium|suite|uiNavigation|mainMenu|Campaign|Interactive Channels" -o

Add the new menu:

configTool.sh/bat -i -p "Affinium|suite|uiNavigation|mainMenu"-f"

full_path_to_Interact_installation_directory/conf/interact_navigation.xml"
Register Unica Interact settings as configuration menu under "Affinium|suite|uiNavigation|settingsmenu" using full_path_to_Interact_installation_directory/interactDT/conf/interact_setup_navigation.xml.
Platform – DBResourceBundle: The following steps imports resource bundles in Unica Platform. Execute the script underneath as specified:
1. Navigate to <platform_home>/tools/bin.
2. Run this command. DBResourceBundle.sh /bat -P interact-F <Interact_home>/resourcebundles
If you have added any custom entries in the 'interact_log4j.xml' file on source 8.6 setup, then you must copy those custom entries into the target setup in the newly added 'interact_log4j2.xml' file.
Deploy Interact RT WAR file.
Update the configuration instanceURLs accordingly for your ServerGroup defined at Affinium|Campaign|partitions|partition1|Interact|serverGroups.

The second Interact runtime

Procedure

Repeat the following steps for each Interact runtime if you have used a different server group and Platform.
Install new Platform 12.1 with Interact RT.
Perform the Platform upgrade and make the setup ready. Refer the Platform Upgrade Guide.
Copy and restore the InteractRT database from the source to the target.
Upgrade the database from source database to 12.1 by running the aciupgrade utility for RT.
Create data sources on the target application server using the same JNDI names as the source setup.
Deploy InteractRT.war.

Important

CFS updates: If the customer is using SOAP, then generate the proxy code based on the new WSDL and rebuild the CFS code using the new proxy.

Notes

Procedure

After Upgrade, it is observed that a Configuration Node sessionManagement is displayed under: Affinium|interact|. Removal of this configuration can be done using the Platform configTool.sh/configTool.bat tool.
After upgrade, it is observed that configuration Node treatmentStore is displayed under Affinium|Interact|services|contactHist|. Removal of this configuration can be done using the Platform configTool.sh/configTool.bat tool.
In case, after deployment during access you encounter the DB2 SQL Error: SQLCODE=-668, SQLSTATE=57016, SQLERRMC=7 error, then contact your DBA and run the REORG query on the necessary database tables.
Removal steps are not applicable if you are upgrading from 11.x to 12.0.

Configure Unica Insights reports with Interact

Complete the following steps.

Procedure

Import Interact Reports schemas in Platform configuration.
Navigate to "<INTERACT_HOME>/reports/tools".

Run the import_all.sh/bat script.
For Reports pack configurations, see the Unica Insights Reports Installation and Configuration guide.