Installing Marketing Platform using the GUI mode

For Windows™, use the GUI mode to install Marketing Platform. For UNIX™, use the X Window System mode to install Marketing Platform.

Before you begin

Important: Before you use the GUI mode to install Marketing Platform, make sure that the available temporary space on the computer where you install Marketing Platform is more than three times the size of the Marketing Platform installer.
Make sure that the HCL® Marketing Software installer and the Marketing Platform installers are in the same directory on the computer where you want to install Marketing Platform.

Procedure

Complete the following actions to install Marketing Platform by using the GUI mode:
  1. Go to the folder where you have saved the HCL Marketing Software 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 HCL Marketing Software installer.
    Table 1. HCL Marketing Software installer GUI

    This two-columned table provides information about the windows in the HCL Marketing Software installer in the first column, and information about the windows in the second column.
    Window Description
    Introduction

    This is the first window of the HCL Marketing Software installer. You can open the Marketing Platform installation and upgrade guides from this window. You can also see a link for the installation and upgrade guides for the products whose installers are saved in the installation directory.

    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, or to get pre-filled answers if you rerun the installer in the GUI mode

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

    Click Next to go to the next window.
    HCL Marketing Software 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 installers 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

    In the Specify the installation directory field, click Choose to browse to the directory where you want to install your product.

    If you want to install the product in the folder where the installers are stored, click Restore Default Folder.

    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.
    Platform Database Connection (continued)

    Review and confirm the JDBC connection.

    Click Next to go to the next window. The URL can be customized with additional parameters if needed.
    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.
  4. Use the information in the following table to navigate the Marketing Platform installer.
    Table 2. IBM Marketing Platform installer GUI

    This two-columned table provides information about the windows in the Marketing Platform 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 Platform installer. You can open the Marketing Platform installation and upgrade guides from this window.

    Click Next to go to the next window.
    Software Licence Agreement

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

    If you are installing Marketing Platform in one of the countries that are listed in this window, click Yes.

    If you are installing Marketing Platform in one of the countries that are not listed in this window, click No.

    Click Next to go to the next window.
    IBM Page Tagging

    You can see this window if you selected Yes in the Country for Install window.

    Select your preferences for page tagging and click Next.
    IBM Site ID

    You can see this window if you have selected No in the Country for Install window.

    Enter your HCL® site ID and click Next.
    Installation Directory

    Click Choose to browse to the directory where you want to install your product, or accept the default value.

    Click Next to go to the next window.
    Platform Components

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

    In the Install Set area, you can see all the Marketing Platform components.

    You can select the following components:
    • HCL Marketing Platform utilities
    • HCL Marketing Platform web application
    • Reports for HCL Cognos® 11 BI

      If you are using Cognos reports, you must select this option for a new or upgrade installation. This option installs authentication-related files and the latest GlobalStyleSheet.css file for Cognos reports.

      Install Reports for IBM Cognos 11 BI in the same location where HCL Cognos 11 BI is installed.

    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.
    Platform Connection Settings
    Select one of the following connections types:
    • HTTP
    • HTTPS
    Enter the following information:
    • Network domain name, such as example.com
    • Host name
    • Port number
    Important: If HCL Marketing Software 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.

    Click Next to go to the next window.
    Platform Database Setup
    Select one of the following options for setting up the Marketing Platform database:
    • Automatic database setup
    • Manual database setup
    If you select Manual database setup, use the Run Platform Configuration check box if you want to run the Marketing Platform configuration.

    If you select Manual database setup, you must populate the Marketing Platform system tables after the installation is complete.

    Click Next to go to the next window.
    Platform Utilities Settings
    Enter the following information if you plan to use the Marketing Platform command-line tools:
    • JDBC driver class
    • JDBC connection URL
    • JDBC driver classpath

    Click Next to go to the next window.
    Platform Utilities Settings (continued)

    Click Choose to specify the directory where Java™ is installed.

    Click Next to go to the next window.
    Datasource creation The installer can create the JDBC data source in your web application server (WebSphere or WebLogic). This data source is required to enable the Marketing Platform web application to connect to the Marketing Platform system tables. You have the option to skip this step in the installer and create the data source in the administration console of your web application server after installation is complete.

    If you select the Create Marketing Platform Datasource check box, the installer creates the data source using information you provide..

    • Your application server must be running.
    • Enter any name for the datasource.

      The installer creates the JNDI name automatically (UnicaPlatformDS).

    • Enter the directory in which the application server is installed.

      For WebSphere, this is the directory that contains the profiles directory. You must restart WebSphere after the installer finishes and before you use this data source.

      For WebLogic, this is the directory that contains the common directory.

    Click Next to go to the next window.
    Application server information (WebSphere) Applies only if your application server is WebSphere.
    • Enter the application server profile where you plan to deploy Marketing Platform.
    • Enter the name of the server in the profile.
    • If security is enabled in WebSphere, enter the administrator user ID and password.

    Click Next to go to the next window.
    Application server information (WebLogic) Applies only if your application server is WebLogic.

    Enter the domain server name and the administrator user ID and password. If SSL is enabled, enter the HTTP port for the domain.

    Note that you must add the database driver classpath to WebLogic in the WebLogic administration console.

    Click Next to go to the next window.
    Default locale

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

    Click Next to go to the next window.
    IBM Cognos 11 BI Location

    You can see this window if you selected to install the Cognos reports in the Platform Components window.

    Click Choose to specify the directory where HCL Cognos 11 BI is installed.

    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.
    Installation Complete

    Click Done to close the Marketing Platform installer and go back to the suite installer.
  5. Follow the instructions on the HCL Marketing Software installer to finish installing Marketing Platform.
    Use the information in the following table to take the appropriate actions on each window in the HCL Marketing Software installer.
    Table 3. HCL Marketing Software installer GUI

    This two-columned table provides information about the windows in the HCL Marketing Software 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 HCL Marketing Software 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 HCL Marketing Software 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. You can view the log files when you exit from the installer.

    Click Previous if you want to change any installation details.

    Click Done to close the suite installer.