To upgrade from version 8.0.x, 8.1.x, or 8.2.x versions before 8.2.0.7 with manual migration

The Marketing Platform upgrade installer can perform all of the data migration required for an upgrade automatically, but if your organization's policy does not allow this, you must perform this procedure to upgrade manually.

This procedure applies only to upgrades from versions 8.0.x, 8.1.x, and 8.2.x versions before 8.2.0.7 of the Marketing Platform. See Marketing Platform upgrade scenarios for information on upgrading from other versions.

Ensure that you have the following in one directory.

The IBM® master installer

The Marketing Platform installer

Also, ensure that your installation of Marketing Platform 8.x is fully functional and that you can run the command line tools. This procedure requires the use of three Marketing Platform utilities located in the tools/bin directory under your Marketing Platform installation. Complete information on using these utilities, including example commands for common tasks, is available as follows.

The populateDb utility

The configTool utility

The alertConfigTool utility

1.	Log in to IBM® EMM, navigate to the Settings > Configuration page, and determine whether a property named LDAP BaseDN periodic search enabled is present under the Platform \| Security \| Login method details \| LDAP synchronization category.

You will use this information in a later step.

2.	Make a backup of your Marketing Platform system table database.

Do not skip this step. If upgrade fails, you will not be able to roll back your database and your data will be corrupted.

3.	Undeploy your current version.

4.	Run the IBM® master installer.

The IBM® master installer starts. Follow these guidelines in the IBM® master installer.

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

When the IBM® 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.

The IBM® master installer will pause and launch the Marketing Platform installer.

5.	Follow these guidelines in the Marketing Platform installer.

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

Allow the installer to back up your previous installation.

Select Manual database setup.

Deselect the Run Platform configuration checkbox.

Follow all the remaining steps in the Marketing Platform installer, entering all requested information.

6.	After all of the installers finish, use the configTool utility to perform the following steps to ensure that the SQL scripts you run in the next step work correctly.

a.	Export all of your configuration properties, from the root node Affinium.

For example, the following command exports the properties to a file named config_property_export.xml, which is written to the install directory under your Marketing Platform installation. This is a Windows example.

configTool.bat -x -p "Affinium" -f "C:\Unica\Platform\install\config_property_export.xml

b.	Delete all of the configuration properties, from the root node Affinium.

For example, the following command deletes the properties. This is a Windows example.

configTool.bat -d -o -p "Affinium"

c.	Import the configuration properties you exported.

For example, the following command imports the properties from a file named config_property_export.xml, located in the install directory under your Marketing Platform installation. This is a Windows example.

configTool.bat -i -o -f "C:\Unica\Platform\install\config_property_export.xml

7.	Use the appropriate table below to locate the SQL scripts, provided with your new Marketing Platform installation, against your Marketing Platform system table database. Run the SQL scripts in the order shown.

Use this table if you are upgrading from version 8.0.x
Script Name	Location
ManagerSchema_DB_Type_81upg.sql, where DB_Type is the database type of your system tables database	db\upgrade80to81
ManagerSchema_DB_Type_8201upg.sql, where DB_Type is the database type of your system tables database	db\upgrade82to8201
ManagerSchema_DB_Type_85upg.sql, where DB_Type is the database type of your system tables database	db\upgrade82to85
insert_new_85_locales.sql	db\upgrade85to86
ManagerSchema_DB_Type_86upg.sql, where DB_Type is the database type of your system tables database	db\upgrade85to86
insert_new_8601_locales.sql	db\upgrade86to8601
active_portlets.sql	db
ManagerSchema_DB_Type_90upg.sql, where DB_Type is the database type of your system tables database.	db\upgrade86to90

Use this table if you are upgrading from version 8.1.x or 8.2.0
Script Name	Location
ManagerSchema_DB_Type_8201upg.sql, where DB_Type is the database type of your system tables database	db\upgrade82to8201
ManagerSchema_DB_Type_85upg.sql, where DB_Type is the database type of your system tables database	db\upgrade82to85
insert_new_85_locales.sql	db\upgrade82to85
ManagerSchema_DB_Type_86upg.sql, where DB_Type is the database type of your system tables database	db\upgrade85to86
insert_new_8601_locales.sql	db\upgrade86to8601
active_portlets.sql	db
ManagerSchema_DB_Type_90upg.sql, where DB_Type is the database type of your system tables database.	db\upgrade86to90

Use this table if you are upgrading from version 8.2.0.1 and later patch versions before 8.2.0.7
Script Name	Location
ManagerSchema_DB_Type_85upg.sql, where DB_Type is the database type of your system tables database	db\upgrade82to85
insert_new_85_locales.sql	db\upgrade82to85
ManagerSchema_DB_Type_86upg.sql, where DB_Type is the database type of your system tables database	db\upgrade85to86
insert_new_8601_locales.sql	db\upgrade86to8601
active_portlets.sql	db
ManagerSchema_DB_Type_90upg.sql, where DB_Type is the database type of your system tables database.	db\upgrade86to90

8.	Run the upgrade86to90 batch or shell script, located tools\bin\upgrade86to90 directory under your Marketing Platform installation.

9.	Use the populateDb utility to populate the system tables with default Marketing Platform configuration properties, users and groups, and security roles and permissions.

This utility is located in the tools/bin directory under your Marketing Platform installation.

Example: populateDb -n Manager

10.	Use the configTool utility to import configuration properties, as described in the following table. The example commands are for a Windows system.

The configTool utility is located in the tools/bin directory under your Marketing Platform installation. The example commands are for a Windows system.

The example commands are for a Windows system.

For complete details on the function of the configuration properties, see the online help for the Settings > Configuration page, or the IBM® Marketing Platform Administrator's Guide.

Use this table if you are upgrading from version 8.0.x, 8.1.x, or 8.2.x versions before 8.2.0.7

File name, location, and purpose

Example command

Skip this import if the property named LDAP BaseDN periodic search enabled is present under the Platform | Security | Login method details | LDAP synchronization category. This is the property you checked for in step 1 of this procedure.

If the property is not present, perform the following import.

File: Ldap_Auto_Sync_BaseDN_Settings.xml

Location: conf\upgrade86to90 directory under your Marketing Platform installation

Purpose: Import a configuration property that enables LDAP import search by DN

configTool.bat -i -p "Affinium|suite|security|ldapSynchronization|ldapProperties" -f C:\Unica\Platform\conf\upgrade86to90\Ldap_Auto_Sync_BaseDN_Settings.xml

File: interaction_history_scheduler.xml

Location: conf/upgrade85to86 directory under your Marketing Platform installation

Purpose: Import the scheduler configuration properties required for Interaction History

configTool.bat -i -p "Affinium|suite|scheduler|taskRegistrations" -f C:\Unica\Platform\conf\upgrade85to86\interaction_history_scheduler.xml

File: attribution_modeler_scheduler.xml

Location: conf/upgrade85to86 directory under your Marketing Platform installation

Purpose: Import the scheduler configuration properties required for Attribution Modeler

configTool.bat -i -p "Affinium|suite|scheduler|taskRegistrations" -f C:\Unica\Platform\conf\upgrade85to86\attribution_modeler_scheduler.xml

Files: coremetrics_configuration.xml and coremetrics_navigation.xml

Location: conf directory under your Marketing Platform installation

Purpose: Import the configuration properties required for single sign-on with IBM® Digital Analytics

configTool.bat -i -p "Affinium" -f C:\Unica\Platform\conf\coremetrics_configuration.xml

configTool.bat -i -p "Affinium|suite|uiNavigation|mainMenu|Analytics" -f C:\Unica\Platform\conf\coremetrics_navigation.xml

File: cognos10_integration.xml

Location: conf/upgrade85to86 directory under your Marketing Platform installation

Purpose: Import the configuration properties required for reporting

configTool.bat -i -p "Affinium|Report|integrations" -f C:\Unica\Platform\conf\upgrade85to86\cognos10_integration.xml

File: No file - removing properties

Purpose: Remove JMS configuration properties that are no longer used

configTool.bat -d -o -p "Affinium|suite|jmsServer"

configTool.bat -d -o -p "Affinium|suite|jmsPort"

File: LDAP_Anonymous_bind.xml

Location: conf/upgrade85to86 directory under your Marketing Platform installation

Purpose: Only if you are upgrading from version 8.2.0 or later, import a new LDAP configuration property

configTool.bat -i -p "Affinium|suite|security|loginmodes|LDAPPartitionLogin" -f "C:\Unica\Platform\conf\upgrade85to86\LDAP_Anonymous_bind.xml"

File: quicklinks_category.xml

Location: conf\upgrade86to90 directory under your Marketing Platform installation

Purpose: Import properties for quicklinks dashboard portlets

configTool.bat -i -o -p "Affinium|suite" -f C:\Unica\Platform\conf\upgrade86to90\quicklinks_category.xml

File: communication_email.xml

Location: conf\upgrade86to90 directory under your Marketing Platform installation

Purpose: Import configuration properties to enable email notifications

configTool.bat -i -o -p "Affinium|Manager" -f C:\Unica\Platform\conf\upgrade86to90\communication_email.xml

File: notification.xml

Location: conf\upgrade86to90 directory under your Marketing Platform installation

Purpose: Import configuration properties for the notification feature

configTool.bat -i -o -p "Affinium|suite" -f C:\Unica\Platform\conf\upgrade86to90\notification.xml

File: manager_alerts_registration.xml

Location: conf directory under your Marketing Platform installation

Purpose: Import configuration properties that create the alerts menu items

configTool.bat -i -o -p "Affinium|suite|uiNavigation|alerts -f C:\Unica\Platform\conf\manager_alerts_registration.xml

File: disablePageTagging.xml

Location: conf\upgrade82to85 directory under your Marketing Platform installation

Purpose: Import a configuration property that determines whether IBM® can gather basic statistics that track overall product usage trends.

configTool.bat -i -o -p "Affinium|suite" -f C:\Unica\Platform\conf\upgrade82to85\disablePageTagging.xml

Files: coremetrics_configuration.xml and coremetrics_navigation.xml

Location: conf directory under your Marketing Platform installation

Purpose: Import the configuration properties required for single sign-on with IBM® Digital Analytics

configTool.bat -i -o -p "Affinium" -f C:\Unica\Platform\conf\coremetrics_configuration.xml

configTool.bat -i -o -p "Affinium|suite|uiNavigation|mainMenu|Analytics" -f C:\Unica\Platform\conf\coremetrics_navigation.xml

Files: coremetrics_configuration.xml and coremetrics_navigation.xml

Location: conf directory under your Marketing Platform installation

Purpose: Import the configuration properties required for single sign-on with IBM® Digital Analytics

configTool.bat -i -o -p "Affinium" -f C:\Unica\Platform\conf\coremetrics_configuration.xml

configTool.bat -i -o -p "Affinium|suite|uiNavigation|mainMenu|Analytics" -f C:\Unica\Platform\conf\coremetrics_navigation.xml

11.	Use the alertConfigTool utility to register the Marketing Platform alerts and notifications, as follows.

The alertConfigTool utility is located in the tools\bin directory under your Marketing Platform installation.

Run this utility from the tools\bin directory. You reference the Platform_alerts_configuration.xml file, located in the conf directory under your Marketing Platform installation.

Example command (Windows): alertConfigTool.bat -i -f C:\Platform\conf\Platform_alerts_configuration.xml

12.	To upgrade the dashboard, run the upgrade85Dashboard script, located in the tools\bin directory under your Marketing Platform installation.

13.	Update the Help > About page, as follows.

a.	Use the configTool utility to export the Affinium \| Manager \| about category (this category is not visible on the Configuration page, as it is marked hidden).

Example (Windows™): configTool.bat -x -p "Affinium|Manager|about" –f C:\Unica\Platform\conf\about.xml

b.	Edit the exported XML file you just created (about.xml in the example) to change the version number and display name, as follows.

Find the releaseNumber property and change the value to the current version of the Marketing Platform. In the example, below, change 8.0.0 to your new version.

<displayNameKey>about.releaseNumber</displayNameKey>

</property>

c.	Use the configTool utility to import the revised file. You must use the –o option to overwrite the node. Remember that you must specify the parent node when you import.

Example (Windows™): configTool.bat –i –p “Affinium|Manager” –f “about.xml” -o

14.	Deploy and verify your installation as described in the chapter Deploying the IBM Marketing Platform.

After you upgrade your IBM® EMM applications, see the IBM® EMM Reports Installation and Configuration Guide for additional steps required for reporting upgrades.