Upgrading from version 8.x with automatic migration

Automatic migration allows the installer to run the SQL script and insert the configuration properties that are required to upgrade your Marketing Platform system tables. Automatic migration is quick and error-free. However, if your company policy does not allow automated updates to your system table database, you must use manual migration. Upgrading from version 8.x is an in-place upgrade. In an in-place upgrade, you install the upgraded version of Marketing Platform to the directory where your current Marketing Platform is installed.

Ensure that you have the following installers in the same directory:

The IBM® EMM master installer

The Marketing Platform installer

You can use the following guidelines as a best practice:

Place the installers in the same directory where you originally placed the installers for the earlier versions of your products.

Remove any earlier versions of the IBM® EMM product installers from the directory to avoid having the master installer attempt to install the earlier versions.

1.	Complete the following steps to upgrade your installation of Marketing Platform:

2.	Create a back-up copy of your Marketing Platform system table database.

Do not skip this step. If the upgrade operation fails, you cannot roll back your database and your data is corrupted.

3.	Undeploy your Marketing Platform deployment.

4.	Run the IBM® EMM master installer.

The IBM® EMM master installer starts. Use the following instructions after theIBM® EMM master installer starts:

When the IBM® EMM master installer prompts you to choose an installation directory, choose the root installation directory, not the Marketing Platform installation directory, which is under this root directory.

When the IBM® EMM master installer prompts you to enter Marketing Platform database connection information, enter the information that pertains to your current Marketing Platform system tables.

The IBM® EMM master installer pauses and launches the Marketing Platform installer.

5.	Complete the following steps while the Marketing Platform installer is running:

a.	When the Marketing Platform installer prompts you for an installation directory, select the directory of your current Marketing Platform installation, usually named Platform.

b.	Select Automatic database setup.

c.	Follow the remaining steps in the installation wizard and enter the requested information.

6.	Deploy your installation.

Pay close attention to the installation summary windows. If errors are reported, check the installer log files and contact IBM® EMM technical support if necessary.