Installing Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition by using the GUI mode

For Windows™, use the GUI mode to install Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM® SPSS® Modeler Advantage Enterprise Marketing Management Edition. For UNIX™, use the X Window System mode to install Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition.

Before you begin

Important: Before you use the GUI mode to install Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition, make sure that the available temporary space on the computer where you install Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition is more than three times the size of the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition installer.
Make sure that the IBM EMM installer and the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition installers are in the same directory on the computer where you want to install Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition.

Procedure

To install Marketing Operations by using the GUI mode (for Windows) or the X Window System mode (for UNIX):
  1. Go to the folder where you have saved the EMM installer and double-click the installer to start it.
  2. Click OK on the first screen to see the Introduction window.
  3. Follow the instructions on the installer, and click Next.
    Use the information in the following table to take the appropriate actions on each window in the EMM installer.
    Table 1. EMM installer GUI

    This two-columned table provides information about the windows in the EMM installer in the first column, and information about the windows in the second column.

    Window Description
    Introduction

    This is the first window of the IBM EMM suite installer. You can open the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition installation and upgrade guides from this window.

    Click Next to go to the next window.

    Response Files Destination

    Click the Generate Response File check box if you want to generate response files for your product. Response files store the information that is necessary for the installation of your product. You can use response files for an unattended installation of your product.

    Click Choose to browse to a location where you want to store the response files.

    Click Next to go to the next window.

    IBM EMM Products

    In the Install Set list, select Custom to select the products that you want to install.

    In the Install Set area, you can see all the products whose installation files are in the same directory on your computer.

    In the Description field, you can view the description of the product that you select in the Install Set area.

    Click Next to go to the next window.

    Installation Directory

    Click Choose to browse to the directory where you want to install IBM EMM.

    Click Next to go to the next window.

    Select Application Server
    Select one of the following application servers for the installation:
    • IBM WebSphere®
    • Oracle WebLogic

    Click Next to go to the next window.

    Platform Database Type

    Select the appropriate Marketing Platform database type.

    Click Next to go to the next window.

    Platform Database Connection
    Enter the following information about your database:
    • Database host name
    • Database port
    • Database name or System ID (SID)
    • Database user name
    • Database password
    Click Next to go to the next window.
    Important: If IBM EMM products are installed in a distributed environment, you must use the machine name rather than an IP address in the navigation URL for all of the applications in the suite. Also, if you are on a clustered environment and choose to use ports that are different from the default ports 80 or 443 for your deployment, do not use a port number in the value of this property.
    Platform Database Connection (continued)

    Review and confirm the JDBC connection.

    Click Next to go to the next window.

    Preinstallation Summary

    Review and confirm the values that you added during the installation process.

    Click Install to start the installation process.

    The Marketing Platform installer opens. If a previous instance of Marketing Platform exists, the instance is upgraded to the current version. If a previous instance of Marketing Platform does not exist, Marketing Platform is installed.

  4. Follow the instructions on the Marketing Platform installer to install or upgrade Marketing Platform. See IBM EMM Marketing Platform Installation Guide for more information.
  5. In the Installation Complete window, click Done.
    The Marketing Platform installation is complete, and the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition installer opens.
  6. Use the information in the following table to navigate the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition installer. In the Platform Database Connection window, enter all the required information and click Next to start the Marketing Operations installer.
    Table 2. IBM Marketing Operations installer GUI

    This two-columned table provides information about the windows in the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition installer in the first column, and information about the windows in the second column.

    Window Description
    Introduction

    This is the first window of the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition installer. You can open the Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition installation and upgrade guides from this window.

    Click Next to go to the next window.

    Software License Agreement

    Carefully read the agreement. Use Print to print the agreement. Click Next after you accept the agreement.

    Installation Directory

    Click Choose to browse to the directory where you want to install Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition.

    Click Next to go to the next window.

    Marketing Operations Components

    Select the components that you want to install.

    Click Next to go to the next window.

    Marketing Operations Database Setup
    Select one of the following options for setting up the Marketing Operations database:
    • Automatic database setup
    • Manual database setup

    Click Next to go to the next window.

    Marketing Operations Database type

    Select the appropriate database type.

    Click Next to go to the next window.

    Marketing Operations Database connection
    Enter the following details for the Marketing Operations database:
    • Database host name
    • Database port
    • Database system ID (SID)
    • Database user name
    • Password
    Important: If IBM EMM products are installed in a distributed environment, you must use the machine name rather than an IP address in the navigation URL for all of the applications in the suite. Also, if you are on a clustered environment and choose to use ports that are different from the default ports 80 or 443 for your deployment, do not use a port number in the value of this property.

    Click Next to go to the next window.

    Marketing Operations JDBC connection

    Review and confirm the JDBC connection.

    Click Next to go to the next window.

    Marketing Operations Connection Settings
    Enter the following connection settings:
    • Network domain name
    • Host name
    • Port number

    Select the Use secure connection check box if necessary.

    Click Next to go to the next window.

    Supported Locales

    This window displays all the locales supported by Marketing Operations.

    Default Locale

    Select a default locale for your installation. English is selected by default.

    Click Next to go to the next window.

    Pre-Installation Summary

    Review and confirm the values that you added during the installation process.

    Click Install to start the installation process.

    The Marketing PlatformCampaignDistributed MarketingeMessageContact OptimizationInteractLeadsOpportunity DetectDigital Analytics for On PremisesCustomerInsightPredictiveInsightMarketing OperationsInteraction HistoryAttribution ModelerIBM SPSS Modeler Advantage Enterprise Marketing Management Edition installer opens.

    Installation Complete

    Click Done to close the Marketing Platform installer and go back to the IBM EMM installer.

  7. In the Installation Complete window, click Done to exit the Marketing Operations installer and go back to the EMM installer.
  8. Follow the instructions on the EMM installer to finish installing Marketing Operations.
    Use the information in the following table to take the appropriate actions on each window in the EMM installer.
    Table 3. EMM installer GUI

    This two-columned table provides information about the windows in the EMM installer in the first column, and information about the windows in the second column.

    Window Description
    Deployment EAR file

    Specify whether you want to create an enterprise archive (EAR) file to deploy your IBM EMM products.

    Click Next to go to the next window.

    Package EAR file

    You can see this window if you select Create an EAR file for deployment in the Deployment EAR file window.

    Select the applications that you want to package in the EAR file.

    EAR file details
    Enter the following information for your EAR file:
    • Enterprise application identifier
    • Display name
    • Description
    • EAR file path
    EAR file details (continued)

    Select Yes or No to create an additional EAR file. If you select Yes, you must enter the details for the new EAR file.

    Click Next to complete the installation of your product.

    Deployment EAR file

    Specify whether you want to create another EAR file to deploy your IBM EMM products.

    Click Next to go to the next window.

    Installation Complete

    This window provides the locations of the log files that are created during installation.

    Click Previous if you want to change any installation details.

    Click Done to close the IBM EMM installer.