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Preparing to install IBM® Campaign

IBM® Campaign installation checklist

Installing Campaign with other system components

Prerequisites

System requirements

Knowledge requirement

Client machines

Access permissions

Marketing Platform requirement

Check for a JAVA_HOME environment variable

About hosted email using Campaign and eMessage

About eMessage configuration

Requirements for eMessage reports

Preparing data sources for IBM® Campaign

Step: Create the database or schema for the Campaign system tables

Step: Create the ODBC or native connections on the Campaign machine

Step: Configure the web application server for your JDBC driver

Step: Create the JDBC connections in the web application server

Information for creating JDBC connections

IBM® Campaign database information checklist

Installing IBM® Campaign

Information required to install all IBM® EMM products

IBM® Site ID

How the IBM® EMM installers work

Single directory requirement for installer files

Choosing product installation directories

Installation types

Installation modes

Installing multiple times using unattended mode

Selecting IBM® Campaign components

Installing the IBM® Campaign Reports Package

About installing eMessage with Campaign

Where eMessage components are installed

Default component installation locations

eMessage components in multiple partitions

Step: Obtain the IBM® installers

Step: Run the IBM® EMM installer

Navigating in the installation wizards

Database environment variables

To create an EAR file after running the installer

Configuring IBM® Campaign before deployment

Step: Create and populate the Campaign system tables manually, if necessary

Create and populate the eMessage system tables manually, if necessary

Step: Register Campaign manually, if necessary

Registering eMessage manually, if necessary

Step: Set data source variables in the Campaign startup script (UNIX™ only)

Database and library environment variables (UNIX™)

Deploying the IBM® Campaign web application

Step: Set the web application session timeout (optional)

Deploying IBM® Campaign on WebSphere® Application Server

To deploy IBM® Campaign on WebSphere® Application Server from a WAR file

To deploy IBM® Campaign on WebSphere® Application Server from an EAR file

Guidelines for deploying IBM® EMM products on WebLogic

Additional steps for WebLogic 11g

Reports on UNIX™ systems for all versions of WebLogic

Step: Start the Campaign server

To start the Campaign server directly

To install the Campaign server as a Windows™ service

About post-deployment configuration

Step: Verify the Campaign listener is running

Step: Set up the Campaign system user

Step: Add data source properties on the Configuration page

To import data source templates

To duplicate a data source template

Steps: Set required Campaign properties on the Configuration page

Step: Set data source properties

Step: Set additional properties

Step: Map user tables in Campaign

Step: Verify the Campaign installation

Step: Perform optional configurations for integration with IBM® applications

Step: Set properties for integration with IBM® Marketing Operations

Step: Begin the startup process to integrate with eMessage

Overall view of the startup process

About partitions

Partition benefits

Partition user assignment

Partition superuser

Partition data access

Setting up multiple partitions

Prerequisites for configuring multiple partitions

Prepare data sources for partitions

Create and populate the system tables for partitions

Create a directory structure for each additional partition

To clone the default partition

Create new partition structures

Configure data source properties for partitions

Step: Add data source properties on the Configuration page

Step: Set data source properties

Set up system users

Campaign system user

Configure the IBM® Cognos® Reports for multiple partitions

Next steps for multiple partitions

Configuring multiple partitions in eMessage

Steps to create partitions for eMessage

About partitions for IBM® eMessage

Important characteristics of partitions for eMessage

Relationship to partitions in Campaign

Requirements for multiple partitions in eMessage

Step: Create a new partition for eMessage

Step: Prepare eMessage system tables for the partition

Create and populate eMessage tables in the partition schema

Create and populate the eMessage system tables manually, if necessary

Configure automatic access to the partition's system tables

Specify the partition's system table characteristics

Step: Configure partition access to IBM® EMM Hosted Services

System user to access IBM® EMM Hosted Services

Step: Enable eMessage in Campaign for the new partition

Step: Specify the location of the RLU for the partition

Step: Restart system components

Step: Test partition configuration and connections

Configure the IBM® Cognos® Reports for multiple partitions

Upgrading Campaign

Upgrade prerequisites for all IBM® EMM products

Order of upgrading

IBM® Campaign upgrade scenarios

Specific preparations for upgrading eMessage

Upgrading existing eMessage installations

Scheduling an eMessage upgrade

Complete all recipient list uploads

About outbound email during upgrades

About email responses during an upgrade

Steps for upgrading from Campaign 8.5 or 8.6

Export configuration settings (optional)

Back up Campaign

Stop the Response and Contact Tracker

Undeploy Campaign

Unload unused files from memory (AIX® only)

Run the Campaign installer in upgrade mode

Redeploy Campaign in the web application server

Restart the Response and Contact Tracker

Review SQL upgrade script and modify, if necessary

Example modifications to the SQL upgrade script

Set environment variables for Campaign 9.x

Gather information required to run the upgrade tool

About the upgrade log

About upgrading partitions

Run the Campaign 9.x upgrade tool

IBM® utilities

About Marketing Platform utilities

The configTool utility

The alertConfigTool utility

The datafilteringScriptTool utility

The encryptPasswords utility

The partitionTool utility

The populateDb utility

The restoreAccess utility

The scheduler_console_client utility

The RCT script

The MKService_rct script

Failover configuration for IBM® Campaign

Uninstalling IBM® products

To uninstall IBM® products

Note

This edition applies to version 9, release 0, modification 0 of IBM® Campaign and to all subsequent releases and modifications until otherwise indicated in new editions.

Contacting IBM® technical support

Notices

Trademarks