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Upgrade Guide
Upgrade Guide
Upgrade Overview
An upgrade of Unica Plan is complete when you upgrade, configure, and deploy Unica Plan. The Unica Plan Upgrade Guide provides detailed information about upgrading, configuring, and deploying Unica Plan.
Plan documentation and help
The following table describes the various tasks in the installation of Unica Plan.

Upgrade Guide
- Upgrade Guide
  - Upgrade Overview
    An upgrade of Unica Plan is complete when you upgrade, configure, and deploy Unica Plan. The Unica Plan Upgrade Guide provides detailed information about upgrading, configuring, and deploying Unica Plan.
    - Upgrade Roadmap
      Use the upgrade roadmap to quickly find the information that you need for upgrading Unica Plan.
    - How the installers work
      You must use the suite installer and the product installer when you install or upgrade any Unica product. For example, for installing Unica Plan, you must use the Unica suite installer and the Unica Plan installer.
    - Modes of installation
      The Unica suite installer can run in one of the following modes: GUI mode, X Window System mode, console mode, or silent mode (also called the unattended mode). Select a mode that suits your requirements when you install Unica Plan .
    - Correcting the registry file when upgrade installation fails
      If installation fails because the installer could not detect the base version of your installed product, you can correct the registry file as described here.
    - Plan documentation and help
      The following table describes the various tasks in the installation of Unica Plan.
  - Planning Plan upgrade
    For upgrading to Unica Plan 12.1.2 version, you must check from which version you are upgrading. Upgrade scenarios are based on the current version of the Unica Plan.
  - Upgrading Plan
    To upgrade Unica Plan, you back up your existing installation, ensure that Unica Platform is upgraded and running, run the installer, restore any trigger procedures, deploy the upgraded applications, and then run some post-deployment processes.
  - Deploying Plan
    There are general guidelines for deploying Unica Plan on WebSphere® and WebLogic.
  - Uninstalling Unica Plan
    Run the Unica Plan uninstaller to uninstall Unica Plan. When you run the uninstaller, the files that were created during the installation process are removed. For example, files such as configuration files, installer registry information, and user data are removed from the computer.
  - The configTool utility
    The properties and values on the Configuration page are stored in the Unica Platform system tables. You can use the configTool utility to import and export configuration settings to and from the system tables.
  - Plan configuration properties
    The Unica Plan configuration properties on available on the Settings > Configuration page. For more details on the configuration properties, see the Plan Administrator Guide.

Unica Plan documentation and help

The following table describes the various tasks in the installation of Unica Plan.

The Documentation column contains names of documents where you can find more information about the tasks.

Table 1. Get up and running
This two-columned table describes the Unica Plan installation or upgrade tasks in one column, and their document in second column.
Task	Documentation
View a list of new features, known issues, and workaround	Unica Plan Release Notes
Install or upgrade Unica Plan and deploy the Unica Plan web application	One of the following guides: Unica Plan Installation Guide Unica Plan Upgrade Guide

The following tables describes administrative tasks in Plan. The Documentation column contains names of documents where you can find more information about the tasks.

Table 2. Configure and use Unica Plan
This two-columned table describes the Unica Plan administrative tasks in one column and task related document in second column.
Task	Documentation
Set up and configure the system for users Adjust security settings Map tables, define offer templates, and custom attributes Run utilities and perform maintenance	Unica Plan Administrator's Guide
Create and manage marketing plans, programs, and projects Analyze progress and results	Unica Plan User's Guide

The following tables contains information about Online Help and obtaining PDFs for Unica Plan. The Instructions column describes how to open Online Help and access documentation for the Unica Plan.

Table 3. Getting help
This two-columned table contains information about how to start Online Help and access PDF documentation for the Unica Plan. Second column contains instructions for the tasks.
Task	Instructions
Open online help	Choose Help > Help for this page to open a context-sensitive help topic. Click the Show Navigation icon in the help window to display the full help. You must have web access to view context-sensitive online help. Contact HCL Support for more information about accessing and installing Knowledge Center locally for offline documentation.
Obtain PDFs	Use either of the following methods: Choose Help > Product Documentation to access Plan PDFs. Choose Help > All Unica Suite Documentation to access all available documentation.

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