Procedure: Fast upgrade Marketing Platform

Marketing Platform pre-upgrade

About this task

Import the Marketing Platform system tables backup from the old version to the system tables schema used in the clean 11.0 environment.

Upgrading the Marketing Platform database manually

If system DB is DB2 refer to the Troubleshooting section of this guide.

Example

You should manually execute the following scripts provided in the table underneath on the Marketing Platform database while upgrading from various base versions:
Version SQL scripts to execute
8.6.x to 11.0

SQL Server

  • <PLATFORM_HOME>/db/upgrade86to8601/insert_new_8601_locales.sql (do not execute this script if upgrading from 8.6.0.1 onwards)
  • <PLATFORM_HOME>/db/upgrade86to90/ManagerSchema_SqlServer_90upg.sql
  • <PLATFORM_HOME>/db/upgrade90to91/ManagerSchema_SqlServer_91upg.sql
  • <PLATFORM_HOME>/db/upgrade91to911/ManagerSchema_SqlServer_911upg.sql
  • <PLATFORM_HOME>/db/upgrade912to10/ManagerSchema_SqlServer_10upg.sql
  • <PLATFORM_HOME>/db/upgrade912to10/SqlServer_QRTZ_Scheduler_10_upgrade_Script.sql
  • <PLATFORM_HOME>/db/upgrade10001to10002/ManagerSchema_SqlServer_10002upg.sql
  • <PLATFORM_HOME>/db/upgrade10002to101/ManagerSchema_SqlServer_101upg.sql
  • <PLATFORM_HOME>/db/upgrade101to11/ManagerSchema_SqlServer_11upg.sql

8.6.x to 11.0

Oracle

  • <PLATFORM_HOME>/db/upgrade86to8601/insert_new_8601_locales.sql (do not execute this script if upgrading from 8.6.0.1 onwards
  • <PLATFORM_HOME>/db/upgrade86to90/ManagerSchema_Oracle_90upg.sql
  • <PLATFORM_HOME>/db/upgrade90to91/ManagerSchema_Oracle_91upg.sql
  • <PLATFORM_HOME>/db/upgrade91to911/ManagerSchema_Oracle_911upg.sql
  • <PLATFORM_HOME>/db/upgrade912to10/ManagerSchema_Oracle_10upg.sql
  • <PLATFORM_HOME>/db/upgrade912to10/Oracle_QRTZ_Scheduler_10_upgrade_Script.sql
  • <PLATFORM_HOME>/db/upgrade10001to10002/ManagerSchema_Oracle_10002upg.sql
  • <PLATFORM_HOME>/db/upgrade10002to101/ManagerSchema_Oracle_101upg.sql
  • <PLATFORM_HOME>/db/upgrade101to11/ManagerSchema_Oracle_11upg.sql

8.6.x to 11.0

DB2

  • <PLATFORM_HOME>/db/upgrade86to8601/insert_new_8601_locales.sql (do not execute this script if upgrading from 8.6.0.1 onwards
  • <PLATFORM_HOME>/db/upgrade86to90/ManagerSchema_DB2_90upg.sql  

OR if Unicode environment execute: <PLATFORM_HOME>/db/upgrade86to90/ManagerSchema_DB2_90upg_unicode.sql AND 

  • <PLATFORM_HOME>/db/upgrade86to90/db2_unicode_fix_90.sql
  • <PLATFORM_HOME>/db/upgrade90to91/ManagerSchema_DB2_91upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/upgrade90to91/ManagerSchema_DB2_91upg_unicode.sql

  • <PLATFORM_HOME>/db/upgrade91to911/ManagerSchema_DB2_911upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/ upgrade91to911/ManagerSchema_DB2_911upg_unicode.sql

  • <PLATFORM_HOME>/db/upgrade912to10/DB2_QRTZ_Scheduler_10_upggrade_Script.sql
  • <PLATFORM_HOME>/db/upgrade912to10/ManagerSchema_DB2_10upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/upgrade912to10/ManagerSchema_DB2_10upg_unicode.sql

  • <PLATFORM_HOME>/db/upgrade10001to10002/ManagerSchema_DB2_10002upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/upgrade10001to10002/ManagerSchema_DB2_10002upg_unicode.sql

  • <PLATFORM_HOME>/db/ upgrade10002to101/ManagerSchema_DB2_101upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/ upgrade10002to101/ManagerSchema_DB2_101upg_unicode.sql

  • <PLATFORM_HOME>/db/upgrade101to11/ManagerSchema_DB2_11upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/ upgrade101to11/ManagerSchema_DB2_11upg_unicode.sql

9.0.x to 11.0

SQL Server

  • · <PLATFORM_HOME>/db/upgrade90to91/ManagerSchema_SqlServer_91upg.sql
  • · <PLATFORM_HOME>/db/upgrade91to911/ManagerSchema_SqlServer_911upg.sql
  • · <PLATFORM_HOME>/db/upgrade912to10/ManagerSchema_SqlServer_10upg.sql
  • · <PLATFORM_HOME>/db/upgrade912to10/SqlServer_QRTZ_Scheduler_10_upgrade_Script.sql
  • · <PLATFORM_HOME>/db/upgrade10001to10002/ManagerSchema_SqlServer_10002upg.sql
  • · <PLATFORM_HOME>/db/upgrade10002to101/ManagerSchema_SqlServer_101upg.sql
  • · <PLATFORM_HOME>/db/upgrade101to11/ManagerSchema_SqlServer_11upg.sql

9.0.x to 11.0

Oracle

  • · <PLATFORM_HOME>/db/upgrade90to91/ManagerSchema_Oracle_91upg.sql
  • · <PLATFORM_HOME>/db/upgrade91to911/ManagerSchema_Oracle_911upg.sql
  • · <PLATFORM_HOME>/db/upgrade912to10/ManagerSchema_Oracle_10upg.sql
  • · <PLATFORM_HOME>/db/upgrade912to10/Oracle_QRTZ_Scheduler_10_upgrade_Script.sql
  • · <PLATFORM_HOME>/db/upgrade10001to10002/ManagerSchema_Oracle_10002upg.sql
  • · <PLATFORM_HOME>/db/upgrade10002to101/ManagerSchema_Oracle_101upg.sql
  • · <PLATFORM_HOME>/db/upgrade101to11/ManagerSchema_Oracle_11upg.sql

9.0.x to 11.0

DB2

  • <PLATFORM_HOME>/db/upgrade90to91/ManagerSchema_DB2_91upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/upgrade90to91/ManagerSchema_DB2_91upg_unicode.sql

  • · <PLATFORM_HOME>/db/upgrade91to911/ManagerSchema_DB2_911upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/ upgrade91to911/ManagerSchema_DB2_911upg_unicode.sql

  • · <PLATFORM_HOME>/db/upgrade912to10/DB2_QRTZ_Scheduler_10_upggrade_Script.sql
  • · <PLATFORM_HOME>/db/upgrade912to10/ManagerSchema_DB2_10upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/upgrade912to10/ManagerSchema_DB2_10upg_unicode.sql

  • <PLATFORM_HOME>/db/upgrade10001to10002/ManagerSchema_DB2_10002upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/upgrade10001to10002/ManagerSchema_DB2_10002upg_unicode.sql

  • · <PLATFORM_HOME>/db/ upgrade10002to101/ManagerSchema_DB2_101upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/ upgrade10002to101/ManagerSchema_DB2_101upg_unicode.sql

  • <PLATFORM_HOME>/db/upgrade101to11/ManagerSchema_DB2_11upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/ upgrade101to11/ManagerSchema_DB2_11upg_unicode.sql

9.1.x to 11.0

SQL Server

  • · <PLATFORM_HOME>/db/upgrade91to911/ManagerSchema_SqlServer_911upg.sql
  • · <PLATFORM_HOME>/db/upgrade912to10/ManagerSchema_SqlServer_10upg.sql
  • · <PLATFORM_HOME>/db/upgrade912to10/SqlServer_QRTZ_Scheduler_10_upgrade_Script.sql
  • · <PLATFORM_HOME>/db/upgrade10001to10002/ManagerSchema_SqlServer_10002upg.sql
  • · <PLATFORM_HOME>/db/upgrade10002to101/ManagerSchema_SqlServer_101upg.sql
  • · <PLATFORM_HOME>/db/upgrade101to11/ManagerSchema_SqlServer_11upg.sql

9.1.x to 11.0

Oracle

  • · <PLATFORM_HOME>/db/upgrade91to911/ManagerSchema_Oracle_911upg.sql
  • · <PLATFORM_HOME>/db/upgrade912to10/ManagerSchema_Oracle_10upg.sql
  • · <PLATFORM_HOME>/db/upgrade912to10/Oracle_QRTZ_Scheduler_10_upgrade_Script.sql
  • · <PLATFORM_HOME>/db/upgrade10001to10002/ManagerSchema_Oracle_10002upg.sql
  • · <PLATFORM_HOME>/db/upgrade10002to101/ManagerSchema_Oracle_101upg.sql
  • · <PLATFORM_HOME>/db/upgrade101to11/ManagerSchema_Oracle_11upg.sql

9.1.x to 11.0

DB2

<PLATFORM_HOME>/db/upgrade91to911/ManagerSchema_DB2_911upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/ upgrade91to911/ ManagerSchema_DB2_911upg_unicode.sql

<PLATFORM_HOME>/db/upgrade912to10/DB2_QRTZ_Scheduler_10_upggrade_Script.sql

<PLATFORM_HOME>/db/upgrade912to10/ManagerSchema_DB2_10upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/upgrade912to10/ ManagerSchema_DB2_10upg_unicode.sql

<PLATFORM_HOME>/db/upgrade10001to10002/ManagerSchema_DB2_10002upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/upgrade10001to10002/ManagerSchema_DB2_10002upg_unicode.sql

<PLATFORM_HOME>/db/ upgrade10002to101/ ManagerSchema_DB2_101upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/ upgrade10002to101/ ManagerSchema_DB2_101upg_unicode.sql

<PLATFORM_HOME>/db/upgrade101to11/ManagerSchema_DB2_11upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/ upgrade101to11/ManagerSchema_DB2_11upg_unicode.sql
9.1.1.x to 11.0

SQL Server

  • · <PLATFORM_HOME>/db/upgrade912to10/ManagerSchema_SqlServer_10upg.sql
  • · <PLATFORM_HOME>/db/upgrade912to10/SqlServer_QRTZ_Scheduler_10_upgrade_Script.sql
  • · <PLATFORM_HOME>/db/upgrade10001to10002/ManagerSchema_SqlServer_10002upg.sql
  • · <PLATFORM_HOME>/db/upgrade10002to101/ManagerSchema_SqlServer_101upg.sql
  • · <PLATFORM_HOME>/db/upgrade101to11/ManagerSchema_SqlServer_11upg.sql

9.1.1.x to 11.0

Oracle

  • · <PLATFORM_HOME>/db/upgrade912to10/ManagerSchema_Oracle_10upg.sql
  • · <PLATFORM_HOME>/db/upgrade912to10/Oracle_QRTZ_Scheduler_10_upgrade_Script.sql
  • · <PLATFORM_HOME>/db/upgrade10001to10002/ManagerSchema_Oracle_10002upg.sql
  • · <PLATFORM_HOME>/db/upgrade10002to101/ManagerSchema_Oracle_101upg.sql
  • · <PLATFORM_HOME>/db/upgrade101to11/ManagerSchema_Oracle_11upg.sql

9.1.1.x to 11.0

DB2

  • · <PLATFORM_HOME>/db/upgrade912to10/DB2_QRTZ_Scheduler_10_upggrade_Script.sql
  • · <PLATFORM_HOME>/db/upgrade912to10/ManagerSchema_DB2_10upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/upgrade912to10/ManagerSchema_DB2_10upg_unicode.sql

  • <PLATFORM_HOME>/db/upgrade10001to10002/ManagerSchema_DB2_10002upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/upgrade10001to10002/ManagerSchema_DB2_10002upg_unicode.sql

  • <PLATFORM_HOME>/db/ upgrade10002to101/ManagerSchema_DB2_101upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/ upgrade10002to101/ManagerSchema_DB2_101upg_unicode.sql

  • <PLATFORM_HOME>/db/upgrade101to11/ManagerSchema_DB2_11upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/ upgrade101to11/ManagerSchema_DB2_11upg_unicode.sql

9.1.2.x to 11.0

SQL Server

  • <PLATFORM_HOME>/db/upgrade912to10/ManagerSchema_SqlServer_10upg.sql
  • <PLATFORM_HOME>/db/upgrade912to10/SqlServer_QRTZ_Scheduler_10_upgrade_Script.sql
  • <PLATFORM_HOME>/db/upgrade10001to10002/ManagerSchema_SqlServer_10002upg.sql
  • <PLATFORM_HOME>/db/upgrade10002to101/ManagerSchema_SqlServer_101upg.sql
  • <PLATFORM_HOME>/db/upgrade101to11/ManagerSchema_SqlServer_11upg.sql

9.1.2.x to 11.0

Oracle

  • · <PLATFORM_HOME>/db/upgrade912to10/ManagerSchema_Oracle_10upg.sql
  • · <PLATFORM_HOME>/db/upgrade912to10/Oracle_QRTZ_Scheduler_10_upgrade_Script.sql
  • · <PLATFORM_HOME>/db/upgrade10001to10002/ManagerSchema_Oracle_10002upg.sql
  • · <PLATFORM_HOME>/db/upgrade10002to101/ManagerSchema_Oracle_101upg.sql
  • · <PLATFORM_HOME>/db/upgrade101to11/ManagerSchema_Oracle_11upg.sql

9.1.2.x to 11.0

DB2

  • · <PLATFORM_HOME>/db/upgrade912to10/DB2_QRTZ_Scheduler_10_upggrade_Script.sql
  • · <PLATFORM_HOME>/db/upgrade912to10/ManagerSchema_DB2_10upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/upgrade912to10/ManagerSchema_DB2_10upg_unicode.sql

  • · <PLATFORM_HOME>/db/upgrade10001to10002/ManagerSchema_DB2_10002upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/upgrade10001to10002/ManagerSchema_DB2_10002upg_unicode.sql

  • · <PLATFORM_HOME>/db/ upgrade10002to101/ManagerSchema_DB2_101upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/ upgrade10002to101/ManagerSchema_DB2_101upg_unicode.sql

  • <PLATFORM_HOME>/db/upgrade101to11/ManagerSchema_DB2_11upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/ upgrade101to11/ManagerSchema_DB2_11upg_unicode.sql
10.0.x to 11.0

SQL Server

  • · <PLATFORM_HOME>/db/upgrade10001to10002/ManagerSchema_SqlServer_10002upg.sql
  • · <PLATFORM_HOME>/db/upgrade10002to101/ManagerSchema_SqlServer_101upg.sql
  • · <PLATFORM_HOME>/db/upgrade101to11/ManagerSchema_SqlServer_11upg.sql

10.0.x to 11.0

Oracle

  • · <PLATFORM_HOME>/db/upgrade10001to10002/ManagerSchema_Oracle_10002upg.sql
  • · <PLATFORM_HOME>/db/upgrade10002to101/ManagerSchema_Oracle_101upg.sql
  • · <PLATFORM_HOME>/db/upgrade101to11/ManagerSchema_Oracle_11upg.sql

10.0.x to 11.0

DB2

  • <PLATFORM_HOME>/db/upgrade10001to10002/ManagerSchema_DB2_10002upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/upgrade10001to10002/ManagerSchema_DB2_10002upg_unicode.sql

  • · <PLATFORM_HOME>/db/ upgrade10002to101/ManagerSchema_DB2_101upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/ upgrade10002to101/ManagerSchema_DB2_101upg_unicode.sql

  • <PLATFORM_HOME>/db/upgrade101to11/ManagerSchema_DB2_11upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/ upgrade101to11/ManagerSchema_DB2_11upg_unicode.sql

10.1.0 to 11.0

SQL Server

  • · <PLATFORM_HOME>/db/upgrade101to11/ManagerSchema_SqlServer_11upg.sql

10.1.0 to 11.0

Oracle

  • · <PLATFORM_HOME>/db/upgrade101to11/ManagerSchema_Oracle_11upg.sql

10.1.0 to 11.0

DB2

  • <PLATFORM_HOME>/db/upgrade101to11/ManagerSchema_DB2_11upg.sql

OR if Unicode environment execute:

<PLATFORM_HOME>/db/ upgrade101to11/ManagerSchema_DB2_11upg_unicode.sql

Updating the JDBC files in Marketing Platform

About this task

In case you do not want to reuse the Platform schema used for a 11.0 clean installation and rather want to use another user schema, you will need to follow the additional steps underneath:
  1. Back up the jdbc.properties file from the 11.0 environment (Platform/tools/bin/jdbc.properties). Update the username in the 11.0 platform system database / schema name in jdbc.properties file.

    Example of jdbc.properties:

    uasm.jdbc_driver=com.ibm.db2.jcc.DB2Driver uasm.data_source=jdbc:db2://<DB_HOST>:<DB_PORT>/<DB2_SID> uasm.data_source_login=<PLATFORM_DB_SCHEMA> uasm.data_source_password=ENC(T+rsrWP41Vqu8SoDARMhDdWkf0dFB0Zc) hibernate.dialect=org.hibernate.dialect.DB2Dialect

  2. To update the encrypted password in the jdbc.properties file run the following command:Navigate to Platform/tools/bin directory and execute the below command:

    encryptPasswords.sh –d <PLATFORM_DB_USER_PASSWORD>

    This will update the encrypted password in the jdbc.properties file. Save the Platform/tools/bin/jdbc.properties with this encrypted password of the new schema user.

  3. In the application server, update the JNDI details (schema / SID, userid, password) for Platform JNDI as per the new database schema used with v11.0 environment.

Upgrading the Marketing Platform configuration

Procedure

  1. Execute the following command to upgrade Marketing Platform configurations to 11.0: Navigate to Platform/tools/bin directoryExecute command: configTool -vp -p “Affinium" -f <UNICA_PLATFORM_HOME>/conf/Manager_config.xmlYou might encounter an insertion of duplicate key related error:Please refer to troubleshooting section.
  2. Execute the command: alertConfigTool -i -f <UNICA_PLATFORM_HOME>/conf/Platform_alerts_configuration.xmlExecute the command: configTool.bat -vp -p "Affinium|Report|integrations" -f “<UNICA_PLATFORM_HOME>/conf/upgrade101to11/cognos11_integration.xml"
  3. Execute the command: configtool.bat -vp -p "Affinium|suite|uiNavigation|mainMenu|Analytics" -f "<PLATFORM_HOME>\conf\watsonAssistant_navigation.xml"
  4. Execute the command: populateDb -n Manager
Note:If Upgrading from version 8.6.0, execute steps 5 and 6
  1. Execute the command: upgrade86to90(Only Upgrading from version 8.6.0)
  2. Execute the command: upgrade90to91(Only Upgrading from version 9.0)

Setting the Marketing Platform – Help About > Version

Procedure

  1. Change the Marketing Platform version in the database: Export the version configuration using the following command on clean 11.0 environment: configTool.sh -x -p "Affinium|Manager|about" -f<PLATFORM_HOME>/conf/about.xml
  2. Edit the about.xml file generated by the above command. Change the version to 11.0.0.0.0.GA_BUILD. <GA_BUILD> - Please replace this with build number referring to version.txt from installation location.

    <property id="xxxxxx" name="releaseNumber" type="string_property" width="40">

    <value>11.0.0.0.0.GA_BUILD</value>

    </property>

  3. Import the above mentioned about.xml edited file using the following command: configTool.sh -v -i -o -p "Affinium|Manager" -f <PLATFORM_HOME>/conf/about.xml

Marketing Platform post-upgrade

Procedure

  1. Marketing Platform application navigation URL points to the old base environment. You must change the navigation URL using the SQL script from the Platform system database.Perform a UAT on Marketing Platform application.
  2. The URL of the start page that appears when each users log in to IBM Marketing Software products has to be changed Manually from the USM_PERSONALIZATION table
  3. Perform UAT on Marketing Platform Application. Make Sure all the Function are Working Correctly.