Interact installation worksheet

Use the Interact installation worksheet to gather information about the database that contains your Interact system tables and about other HCL® Marketing Software products that are required for the installation of Interact.

Note: All the Interact data sources must be of the same type. For example, if your Campaign system tables are in Oracle databases, all the other databases must be Oracle.

Runtime tables

Runtime tables contain deployment data from the design time environment, staging tables for contact and response history, and runtime statistics. You can have multiple databases that contain runtime tables.

Enter the database information for each runtime environment in the following table:

Table 1. Information for the Interact runtime environment

This two-columned table provides information about the database in one column. The second column is for the user. The user must enter information about the database in the second column.
Database information Notes®

Database schema 1

JNDI name 1

Database schema 2

JNDI name 2

Database schema 3

JNDI name 3

Contact response history tables

Contact response history tables are used when you implement cross-section tracking. The contact response history tables can be in the same schema as your Campaign contact response history tables, or they can be in a different database server or schema.

Enter the database information for the contact response history tables in the following table:

Table 2. Information for the Interact contact response history tables

This two-columned table provides information about the database in one column. The second column is for the user. The user must enter information about the database in the second column.
Database information Notes

Database schema

JNDI name

Learning tables

Learning tables are used only if you want to use the Interact built-in learning feature. Learning tables are optional.

Enter the database information for the learning tables in the following table:

Table 3. Information for the Interact learning tables

This two-columned table provides information about the database in one column. The second column is for the user. The user must enter information about the database in the second column.
Database information Notes

Database schema

JNDI name

User profile tables

User profile tables contain customer data that is required by interactive flowcharts to place visitors into smart segments.

Enter the database information for the user profile tables in the following table:

Table 4. Information for the Interact user profile tables

This two-columned table provides information about the database in one column. The second column is for the user. The user must enter information about the database in the second column.
Database information Notes

Database schema

JNDI name

Test run tables

Test run tables are used for test runs of interactive flowcharts only. Test run tables contain data that is required by interactive flowcharts to place visitors into smart segments.

Enter the database information for the test run tables in the following table:

Table 5. Information for the Interact test run tables

This two-columned table provides information about the database in one column. The second column is for the user. The user must enter information about the database in the second column.
Database information Notes

Database schema

DSN (ODBC or native connection name)

JNDI name

Marketing Platform database information

The installation wizards for each HCL Marketing Software product must be able to communicate with the Marketing Platform system table database to register the product. Each time that you run the installer, you must enter the following database connection information for the Marketing Platform system table database:

  • Database type
  • Database host name
  • Database port
  • Database name or schema ID
  • User name and password for the database account
  • JDBC connection URL to the Marketing Platform database

Information about the web component

Obtain the following information for all HCL Marketing Software products that have a web component, which you deploy on a web application server:
  • The name of the systems on which the web application servers are installed. You can have one or several web application servers, depending on the HCL Marketing Software environment you are setting up.
  • The port on which the application server listens. If you plan to implement SSL, obtain the SSL port.
  • The network domain for your deployment system. For example, example.com.

HCL Site ID

If you are installing an HCL Marketing Software product in one of the countries that is listed on the Country for Install screen of your product installer, you must enter your HCL Site ID in the space provided. Your HCL Site ID can be found on one of the following documents:

  • HCL Welcome letter
  • Tech Support Welcome letter
  • Proof of Entitlement letter
  • Other communications that are sent when you purchase your software
HCL might use the data that is provided by the software to better understand how customers use our products and to improve customer support. The data that is gathered does not include any information that identifies individuals. Complete the following actions if you do not want to have such information to be collected:
  1. After Marketing Platform is installed, log in to Marketing Platform as a user with administration privileges.
  2. Go to Settings > Configuration, and set the Disable Page Tagging property under the Platform category to True.