Installing Unica Platform using the GUI mode

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

Before you begin

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

Procedure

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

    This two-columned table provides information about the windows in the Unica installer in the first column, and information about the windows in the second column.

    Window Description
    Introduction

    This is the first window of the Unica installer. You can open the Unica 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 Unica 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
    • JBoss
    • Apache Tomcat®

    Click Next to go to the next window.

    Platform Database Type

    Select the appropriate Unica 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 Unica Platform installer opens.

  4. Use the information in the following table to navigate the Unica Platform installer.
    Table 2. Unica Platform installer GUI

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

    Click Next to go to the next window.

    Software License 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 Unica Platform in one of the countries that are listed in this window, click Yes.

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

    Click Next to go to the next window.

    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 Unica Platform components.

    You can select the following components:
    • Unica Platform utilities
    • Unica Platform web application
    • Reports for 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 Cognos 11 BI is installed.

    • Unica Insights reports: Select to install Unica Insights reports for analytics

      Unica Insights is integrated with the Unica suite and is able to provide the different reports for each module to the user. The reports are pulled up by using the BIRT technology.

    • Asset Picker: Select this option to install Asset viewer tool.
    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 Unica products are installed in a distributed environment, you must use the machine name rather than an IP address in the navigation URL for all 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 Unica 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 Unica Platform configuration.

    If you select Manual database setup, you must populate the Unica 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 Unica 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, WebLogic, JBoss or Tomcat). This data source is required to enable the Unica Platform web application to connect to the Unica 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 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 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 (JBOSS) Automatic Datasource creation for Jboss is not supported
    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 HTTPS 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.

    Application server information (Tomcat)

    Applies only if your application server is Tomcat

    Enter the Tomcat installation and Tomcat instance path.

    Click Next to go 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 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 Unica Platform installer opens.

    Installation Complete

    Click Done to close the Unica Platform installer and go back to the suite installer.

  5. Follow the instructions on the Unica installer to finish installing Unica Platform.
    Use the information in the following table to take the appropriate actions on each window in the Unica installer.
    Table 3. Unica installer GUI

    This two-columned table provides information about the windows in the Unica 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 Unica 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 Unica 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.