Upgrading 7.5.1 model and installing new reports

Upgrading the 7.5.1 model and installing the new reports are the first steps that you must complete to upgrade your 7.5.1 reports.

About this task

The new report packages include new and changed reports as well as dashboard reports for most of the HCL® EMM applications. Although you can upgrade the model, you cannot upgrade the 7.5.1 reports. You must install the new reports and then re-create the reporting customizations that you made to 7.5.1, or copy the old reports into the folder.

Complete the following steps to upgrade the 7.5.1 model and install new reports:

Procedure

  1. Verify that you backed up the model and the old reports.
  2. Browse to the ProductNameReportsPack\CognosN directory under your HCL EMM product installation.

    The N in the path refers to the Cognos® version number.

  3. Copy the reports archive .zip file, such as Unica Reports for Campaign.zip, to the directory where your Cognos deployment archives are saved.

    The default location is the deployment directory under your HCL EMM Cognos installation and it is specified in the Cognos Configuration tool that is installed with the Cognos Content Manager, for example: cognosN\deployment.

    The N in the path refers to the Cognos version number.

    In a distributed IBM Cognos environment, the directory is located on the system that runs the Content Manager.

  4. If the Reports Pack installation directory and Framework Manager are on different computers, locate the cognosN\model directory under the Reports Pack installation directory. Then, copy it to the directory on the computer where your Framework Manager is installed.

    The N in the path refers to the Cognos version number.

  5. Only if you did not install your HCL EMM product to the default directory (C:\Unica on Windows™) you must update some upgrade scripts as described in this step.

    You must update the scripts that are listed here. The scripts that you must update differ, depending on the reports package.

    The scripts are all in the ProductNameReportsPack\cognosN\ProductNameModel directory under your HCL EMM product installation.

    The N in the path refers to the Cognos version number.

    Campaign
    • upgrade80to81.xml
    • upgrade81to85.xml
    • upgrade85to86.xml
    • upgrade86to90.xml
    • upgrade90to91.xml
    • upgrade91to911.xml
    • upgrade911to9112.xml
    Interact
    • upgrade80to81.xml
    • upgrade81to85.xml
    • upgrade85to86.xml
    • upgrade86to90.xml
    • upgrade90to91.xml
    • upgrade91to911.xml
    • upgrade911to9112.xml
    Leads
    • upgrade81to85.xml
    • upgrade86to90.xml
    • upgrade90to91.xml
    • upgrade91to911.xml
    Campaign with Marketing Operations
    • upgrade80to81.xml
    • upgrade82to85.xml
    • upgrade86to90.xml
    • upgrade90to91.xml
    • upgrade91to911.xml
    • upgrade911to9112.xml
    Marketing Operations
    • upgrade75to80.xml
    • upgrade80to81.xml
    • upgrade81to82.xml
    • upgrade82to85.xml
    • upgrade85to86.xml
    • upgrade86to90_DB2.xml (for DB2® database only)
    • upgrade86to90_Oracle.xml (for Oracle database only)
    • upgrade86to90_Sqlserver.xml (for SQLServer database only)
    • upgrade90to91.xml
    • upgrade91to911.xml
    • upgrade911to9112.xml
    Distributed Marketing
    • upgrade86to90.xml
    • upgrade911to9112.xml

    In each script, edit the file paths that point to directories where the localized language versions of the models are stored to reflect your product installation location. Modify the file path in each script for every language that your users need, for example:

    install_directory \ReportsPackCampaign\cognosN\CampaignModel\translations\L\translations.txt

    The N in the path refers to the Cognos version number.

    The L in the path refers to one of the following language indicators.
    • fr
    • de
    • es
    • it
    • ja
    • ko
    • pt
    • ru
    • zh
    • zh-tw
  6. Open Cognos Connection.
  7. Select Administer Cognos Content > Configuration > Content Administration.
  8. Click the New Import button on the toolbar and import the reports folder.
  9. Open Cognos Framework Manager and select the project that corresponds to your old reports.
  10. Select Project > Run Script.
  11. Run the following scripts from your new version against your old reports.

    You must run the scripts that are listed here. The scripts that you must run differ, depending on the reports package.

    The scripts are all in the ProductNameReportsPack\cognosN\ProductNameModel directory under your HCL EMM product installation.

    The N in the path refers to the Cognos version number.

    Campaign
    • preUpgrade_86_fromanyversion.xml
    • upgrade75to751.xml
    • upgrade751to80.xml
    • upgrade80to81.xml
    • upgrade81to85.xml
    • upgrade85to86.xml
    • upgrade86to90.xml
    • upgrade90to91.xml
    • upgrade91to911.xml
    • upgrade911to9112.xml
    Interact
    • preUpgrade_86_fromanyversion.xml
    • upgrade75to751.xml
    • upgrade751to80.xml
    • upgrade80to81.xml
    • upgrade81to85.xml
    • upgrade85to86.xml
    • upgrade86to90.xml
    • upgrade90to91.xml
    • upgrade91to911.xml
    • upgrade911to9112.xml
    Leads
    • upgrade75to80.xml
    • upgrade81to85.xml
    • upgrade86to90.xml
    • upgrade90to91.xml
    • upgrade91to911.xml
    Campaign with Marketing Operations
    • upgrade80to81.xml
    • upgrade81to82.xml
    • upgrade82to85.xml
    • upgrade86to90.xml
    • upgrade90to91.xml
    • upgrade91to911.xml
    • upgrade911to9112.xml
    Marketing Operations
    • upgrade75to80.xml
    • upgrade80to81.xml
    • upgrade81to82.xml
    • upgrade82to85.xml
    • upgrade85to86.xml
    • upgrade86to90_DB2.xml (for DB2 database only)
    • upgrade86to90_Oracle.xml (for Oracle database only)
    • upgrade86to90_Sqlserver.xml (for SQLServer database only)
    • upgrade90to91.xml
    • upgrade91to911.xml
    • upgrade911to9112.xml
    Distributed Marketing
    • upgrade86to90.xml
    • upgrade911to9112.xml
  12. Publish the package to the Cognos content store.
  13. Run a report to ensure that it works properly.
  14. If the 7.5.1 reports were customized, re-create those customizations.

    Alternately, if you can ensure that an old report works properly with the upgraded model, copy the old report back.

    For information about fixing the old Campaign Performance by Cell reports and the old Offer Performance Summary by Campaign reports so they work with the new data model, continue with the remaining tasks in this section.

  15. If you have reports installed for multiple partitions, configure reports packages for the additional partitions by using the instructions in the chapter that describes how to configure multiple partitions.
  16. Optional: See Configure IBM Cognos to use HCL EMM authentication for information about the new authentication mode, "authenticate per user."