Upgrading from version 12.1.1 with manual migration

The Unica Platform upgrade installer performs the data migration 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 Unica Platform manually.

Ensure that you have the following installers in the same directory.
  • The Unica master installer
  • The Unica Platform installer
To upgrade to Unica Platform version 12.1.4 manually, you must run SQL scripts and run some command line utilities to populate the system tables. Ensure that your installation of Unica Platform 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 in the tools\bin directory under your Unica Platform installation.

See Unica Platform upgrade scenarios for information about upgrading from other versions.
  1. Create a back-up copy of your Unica 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 Unica Platform deployment.
  3. Run the Unica master installer.
    The Unica master installer starts. Use the following instructions after the Unica master installer starts.
    • When the Unica master installer prompts you to choose an installation directory, choose the root installation directory, not the Unica Platform installation directory that is under this root directory.
    • When the Unica master installer prompts you to enter Unica Platform database connection information, enter the information that pertains to your current Unica Platform system tables.

      The Unica master installer pauses and starts the Unica Platform installer.

  4. Complete the following steps while the Unica Platform installer is running.
    1. When the Unica Platform installer prompts you for an installation directory, select the directory of your current Unica Platform installation, usually named Platform.
    2. Allow the installer to create a back-up copy of your previous installation of Unica Platform.
    3. If Contact Central is selected in component selection during installation, select database type.
    4. Provide Contact Central database connection details. By default only automatic database setup will be executed for Control Center.
    5. Select Manual database setup.
    6. Clear the Run Platform configuration check box.
    7. Follow the remaining steps in the installation wizard and enter the requested information.
  5. Run the following scripts against your system tables, where DB_Type is the database type.
    File details File columns
    ManagerUpdate_1212_DB_Type_upg.sql and ContentIntegrationUpdate_1212_DB_Type_upg.sql db\upgrade1211to1212directory under your Unica Platform installation
    ManagerUpdate_1213_DB_Type_upg.sql db\upgrade1212to1213directory under your Unica Platform installation
    ManagerUpdate_1214_DB_Type_upg.sql db\upgrade1213to1214directory under your Unica Platform installation
  6. Use the configTool utility to import configuration properties as described below.
    Important: Perform the imports in the order shown in the following table.
    Table 1. Configuration properties for upgrades from version 12.1.1
    File details Example command

    File: Manager_V2_APIs.xml

    Location: <PLATFORM_HOME>\conf\upgrade1213to1214

    Purpose: Import the Manager V2 API configuration

    configtool.bat -vp -p "Affinium|suite|security|apiSecurity" -f Manager_V2_APIs.xml

    File: Manager_AddMenuCategory.xml

    Location: <PLATFORM_HOME>\conf\upgrade1213to1214

    Purpose: Add menuCategory hidden property

    configtool.bat -vp -p "Affinium|suite|uiNavigation|mainMenu" -f Manager_AddMenuCategory.xml

    File: MarketingCentral.xml

    Location: <PLATFORM_HOME>\conf\upgrade1213to1214

    Purpose: Add MarketingCentral menu

    configTool.bat -v -i -p "Affinium|suite|uiNavigation|mainMenu" -f MarketingCentral.xml
  7. After you have imported the configuration properties in the previous step, restart the web application server on which Unica Platform is deployed so the changes are applied.
  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 Unica Platform. Change the value of the copyright property to theappropriate copyright year.

      As in the following example, change the release number from 12.1.1.0.0 to 12.1.4.0.0 and change the copyright to 2022.
      <property name="releaseNumber" type="string">
      <displayNameKey>about.releaseNumber</displayNameKey>
      <value>12.1.1.0.0.build_number</value>
      </property>
      </property>
      <property id="541" name="copyright" type="string_property"
      width="40">
      <value>2016</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 -vp -i -p "Affinium|Manager" -f "about.xml" -o

  9. Use the quartzjobtool to update scheduler jobs. This is a required step. If this upgrade tool is not run, any existing scheduled job will fail to start.

    The quartzjobtool is in the tools\bin directory under Unica Platform installation. Run this utility from the tools\bin directory.

    Example command (Windows): quartzjobtool.bat

    Example command (Unix): ./quartzjobtool.sh

  10. Deploy and verify your installation in the Deploying Unica Platform topic.