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.
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 IBM® master installer starts. Follow these guidelines in the
IBM® master installer.
The IBM® master installer will pause and launch the
Marketing Platform installer.
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.
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.
The configTool utility is located in the
tools/bin directory under your
Marketing Platform installation. The example commands are for a Windows system.
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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.
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File: Ldap_Auto_Sync_BaseDN_Settings.xml
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Location: conf\upgrade86to90 directory under your Marketing Platform installation
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File: interaction_history_scheduler.xml
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Location: conf/upgrade85to86 directory under your Marketing Platform installation
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File: attribution_modeler_scheduler.xml
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Location: conf/upgrade85to86 directory under your Marketing Platform installation
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Files: coremetrics_configuration.xml and coremetrics_navigation.xml
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Location: conf directory under your Marketing Platform installation
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File: cognos10_integration.xml
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Location: conf/upgrade85to86 directory under your Marketing Platform installation
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File: LDAP_Anonymous_bind.xml
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Location: conf/upgrade85to86 directory under your Marketing Platform installation
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Purpose: Only if you are upgrading from version 8.2.0 or later, import a new LDAP configuration property
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File: quicklinks_category.xml
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Location: conf\upgrade86to90 directory under your Marketing Platform installation
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File: communication_email.xml
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Location: conf\upgrade86to90 directory under your Marketing Platform installation
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Location: conf\upgrade86to90 directory under your Marketing Platform installation
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File: manager_alerts_registration.xml
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Location: conf directory under your Marketing Platform installation
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File: disablePageTagging.xml
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Location: conf\upgrade82to85 directory under your Marketing Platform installation
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Files: coremetrics_configuration.xml and coremetrics_navigation.xml
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Location: conf directory under your Marketing Platform installation
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Files: coremetrics_configuration.xml and coremetrics_navigation.xml
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Location: conf directory under your Marketing Platform installation
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The alertConfigTool utility is located in the
tools\bin directory under your
Marketing Platform installation.
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.
After you upgrade your IBM® EMM applications, see the
IBM® EMM Reports Installation and Configuration Guide for additional steps required for reporting upgrades.