Upgrading from Optimize version 7.2.1
Before upgrading Optimize, collect the following information.
Marketing Platform information
The installation wizards for each IBM® Unica Marketing product must be able to communicate with the Marketing Platform system table database, to register the product.
Each time you run the installer in a new location, you must enter the following database connection information for the Marketing Platform system table database.
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Database type.
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Database host name.
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Database port.
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Database name.
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User name and password for the database account.
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JDBC connection URL to the Marketing Platform database. The installer provides the connection URL based on the values you provide, however, confirm the URL is correct.
For example, for SQL Server, the JDBC connection URL takes the following format:
jdbc:sqlserver://your_db_host:your_db_port;databaseName=your_db_name
You obtained this information when you created the database or schema.
Campaign information
The installation wizard for Optimize must communicate with your Campaign system table database to create the Optimize tables. You must collect the following information about your installation to allow the installer to set up database tables and properly configure Optimize.
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Whether your Campaign database is configured for Unicode.
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Campaign database type.
If your database type is IBM® DB2® and installed on a UNIX™ system, you must also supply the DB2® instance path.
If your database type is Oracle, you must also supply the Oracle home directory.
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Campaign database host name.
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Campaign database port.
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Campaign database name.
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User name and password for the Campaign database account.
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JDBC connection URL to the Campaign database. The installer provides the connection URL based on the values you provide, however, confirm the URL is correct.
For example, for SQL Server, the JDBC connection URL takes the following format:
jdbc:sqlserver://your_db_host:your_db_port;databaseName=your_db_name
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The name of the system on which the Campaign web application server is installed.
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The port on which the Campaign application server listens. If you plan to implement SSL, obtain the SSL port.
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The network domain for your deployment system. For example, example.com.
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The path to CAMPAIGN_HOME.
If you are installing Optimize and Campaign on separate systems, you must mount the Campaign directory for your Campaign installation as a network drive on the system that hosts Optimize.The svrstop utility located in the bin directory must have execute permissions on the Optimize host. Define CAMPAIGN_HOME using the fully qualified path to your Campaign installation directory.
The new version of Optimize has new configuration properties for tuning the optimization algorithm in the AlgorithmTuning category. The configuration properties are added during your Campaign upgrade. You do not need to modify these properties unless you want to tune your Optimize installation for best performance. For details about tuning your installation, see the IBM® Unica® Optimize User's Guide and the IBM® Unica® Optimize Troubleshooting Guide.
1.
Collect data about deprecated rules as described in To collect deprecated rules.
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If you do not collect your data before migrating to the new version of Optimize, the information is lost.
2.
Stop the Optimize listener.
Make a backup copy of your /Optimize directory, including \Optimize\tools\bin\ACOOptAdmin.bat (Windows™) or /Optimize/tools/bin/ACOOptAdmin.sh (UNIX™) in case you have to restore to your previous version.
3.
Run the IBM® Unica® installer, selecting Optimize.
When the installer prompts you, select the Upgrade option.
4.
Copy the appropriate settings from the ACOOptAdmin.bat (Windows™) or ACOOptAdmin.sh (UNIX™) file you saved in step 2 to the new version of the file in the Optimize/tools/bin directory.
5.
Migrate the Optimize database tables as described in To migrate optimization rules to the new version of Optimize.
6.
Start the Optimize listener.
In the latest version of Optimize, the ACOServer script provides options to start and stop the Optimize listener. This script is located in the bin directory of your Optimize installation.
On Windows™: ACOserver.bat start
On UNIX™: ACOserver.sh start
7.
If you had any deprecated Min/Max Total Cost rules, create new rules to replace them as described in To migrate Min/Max Total Cost rules.
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