Convert categories to templates (upgrades from 7.5.1 and 7.5.2 only; not applicable for upgrades from 7.5.3 to 8.x)

If you are upgrading your 7.5.1 or 7.5.2 installation to 8.x, follow the instructions here. Upgrades from 7.5.3 and later versions do not need these instructions.

After upgrading an Interact 7.5.x installation to 8.x, use the Marketing PlatformconfigTool utility to convert the contactAndResponseHistTracking and learningAttributes categories on the Configuration page to templates. The configTool utility is located in the tools/bin directory of your Marketing Platform installation, and is called configTool.bat on a Windows™ server, and configTool.sh on a UNIX™ server.

1.	Execute the following command to export the existing contact and response history and learning configurations:

2.	In the InteractCHRH.xml file, change the template value to "true" as shown in the following example:

<?xml version="1.0" encoding="UTF-8"?>
<category id="3770" name="contactAndResponseHistTracking">
<category id="3772" name="runtimeDataSources">
<category id="3773" name="runtimeDataSource" template="true">
<property id="3774" name="databaseType"
type="dropdown_property" width="40">
<value selected="true" predefined="true">
SQLServer</value>
<value selected="false" predefined="true">
DB2</value>
<value selected="false" predefined="true">
ORACLE</value>
</property>

3.	In the InteractLearning.xml file, change the template value to "true" as shown in the following example:

<?xml version="1.0" encoding="UTF-8">
<category id="3792" name="learningAttributes">
<category id="3793" name="learningAttributes" template="true">
<property id="3794" name="attributeName" type="string_property"
width="40">
</property>
</category>
</category>

4.	Execute the following commands to import the updated configurations:

configTool.bat -i -o -p "Affinium|Campaign|partitions|<partition_name>|
Interact" -f InteractCHRH.xml