Upgrading from version 9.1.x.x with manual migration

The Marketing Platform upgrade installer can perform all of the data migration that is required for an upgrade automatically. However, if the policy of your organization does not allow automatic migration, you must complete the migration procedure to upgrade Marketing Platform manually.

Before you begin

Ensure that you have the following installers in the same directory.

  • The HCL® master installer
  • The Marketing Platform installer

To upgrade to Marketing Platform version 9.1.1 manually, you must run SQL scripts and run some command line utilities to populate the system tables. Ensure that your installation of Marketing Platform 9.1.x.x is fully functional so that you can run the utilities. Complete information about using these utilities, including example commands for common tasks, is available in the following topics.

The utilities are located in the tools/bin directory under your Marketing Platform installation.

See Marketing Platform upgrade scenarios for information about upgrading from other versions.

Procedure

  1. Create a back-up copy of your Marketing Platform system table database.
    Important: Do not skip this step. If the upgrade operation fails, you cannot roll back your database and your data is corrupted.
  2. Undeploy your Marketing Platform deployment.
  3. Run the IBM EMM master installer.
    The IBM EMM master installer starts. Use the following instructions after theIBM EMM master installer starts.
    • When the IBM EMM master installer prompts you to choose an installation directory, choose the root installation directory, not the Marketing Platform installation directory that is under this root directory.
    • When the IBM EMM master installer prompts you to enter Marketing Platform database connection information, enter the information that pertains to your current Marketing Platform system tables.

    The IBM EMM master installer pauses and starts the Marketing Platform installer.

  4. Complete the following steps while the Marketing Platform installer is running.
    1. When the Marketing Platform installer prompts you for an installation directory, select the directory of your current Marketing Platform installation, usually named Platform.
    2. Allow the installer to create a back-up copy of your previous installation of Marketing Platform.
    3. Select Manual database setup.
    4. Clear the Run Platform configuration check box.
    5. Follow the remaining steps in the installation wizard and enter the requested information.
  5. Run the ManagerSchema_DB_Type_911upg.sql script against your system tables.

    The ManagerSchema_DB_Type_911upg.sql script is located in the db\upgrade91to911 directory under your Marketing Platform installation.

  6. Use the populateDb utility to populate the system tables with default Marketing Platform configuration properties, users and groups, and security roles and permissions.

    The populateDb utility is located in the tools/bin directory under your Marketing Platform installation.

    Example command: populateDb -n Manager

  7. Use the configTool utility to import configuration properties as described below.
    Table 1. Scripts for upgrading from version 9.1.x.x
    File details Example command
    • File: AuditEvents.xml
    • Location: conf/upgrade91to911 directory under your Marketing Platform installation
    • Purpose: Import the IBM Marketing Platform | Audit Events configuration node
    		 configTool.bat -i -p "Affinium|suite" -f C:\Unica\Platform\conf\upgrade91to911\ AuditEvents.xml
    • File: FederatedAuthentication.xml
    • Location: conf/upgrade91to911 directory under your Marketing Platform installation
    • Purpose: Import the IBM Marketing Platform | Security | Federated Authentication configuration node
    		 configTool.bat -i -p "Affinium|suite|security" -f C:\Unica\Platform\conf\upgrade91to911\ FederatedAuthentication.xml
    • File: MO_bulk_deactivation_scheduler.xml
    • Location: conf/upgrade91to911 directory under your Marketing Platform installation
    • Purpose: Import the configuration node for the bulk deactivation schedule feature for Marketing Operations
    		 configTool.bat -i -p "Affinium|suite|scheduler| taskRegistrations" -f C:\Unica\Platform\conf\upgrade91to911\ MO_bulk_deactivation_scheduler.xml
    • File: emm_audit_navigation.xml
    • Location: conf/ directory under your Marketing Platform installation.
    • Purpose: Import the Analytics > Marketing Platform menu item for Audit Event reports
    		 configTool.bat -i -p "Affinium|suite|uiNavigation|mainMenu| Analytics" -f C:\Unica\Platform\conf\ emm_audit_navigation.xml
  8. Complete the following steps to update the Help > About page.
    1. Use the configTool utility to export the Affinium | Manager | about category.
      Note: The Affinium | Manager | about category is not visible on the Configuration page because it is marked hidden.
      Example (Windows™):

      configTool.bat -x -p "Affinium|Manager|about" -f "C:\Unica\Platform\conf\about.xml"

    2. Edit the exported XML file that you just created (about.xml in the example) to change the version number and display name.

      Find the releaseNumber property and change the value to the current version of Marketing Platform.

      In the following example, change 9.1.0.0.0 to 9.1.1.0.0:
      <property name="releaseNumber" type="string">
<displayNameKey>about.releaseNumber</displayNameKey>
<value>9.1.0.0.0.build_number</value>
</property>
    3. Use the configTool utility to import the revised file.

      You must use the -o option to overwrite the node. You must specify the parent node when you import.

      Example (Windows):

      configTool.bat -i -p "Affinium|Manager" -f "about.xml" -o

  9. Deploy and verify your installation as described in the Deploying Marketing Platform.