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.
-
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
-
Change the log file name and location if required.
-
Navigate to
<Interact_Home>\interactDT\tools\upgrade\conf.
-
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.
-
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.
-
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.
-
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.
-
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 with
CHOICES_FOR_PREVIOUS_VERSIONS
= Select the fast upgrade
base version you are upgrading from.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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:
-
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
-
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.
-
Copy the exported output on the 12.1 - Destination system under the
PLATFORM_HOME/tools/bin
directory.
-
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.
-
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>
-
Execute the following command on the destination 12.1
environment:
./configTool.sh -v -o -i -p
"Affinium|Interact" -f Interact_about.xml
-
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:
-
Navigate to
<platform_home>/tools/bin.
-
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.
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