Upgrading Unica Centralized Offer Management in GUI mode

For Windows™, use the GUI mode to install or upgrade Unica Centralized Offer Management. For UNIX™, use the X Window System mode to install or upgrade Centralized Offer Management.

Before you begin

Important: Before you use the GUI mode to install or upgrade Unica Centralized Offer Management, ensure that the available temporary space on the computer where you install, or upgrade, Unica Centralized Offer Management is more than three times the size of the Unica Centralized Offer Management installer. Also ensure that the Unica installer and the Unica Centralized Offer Management installers are in the same directory on the computer where you want to install or upgrade Unica Centralized Offer Management.
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Procedure

To install or upgrade Unica Centralized Offer Management using the GUI mode (for Windows) or the X Window System mode (for UNIX):
  1. Go to the folder where you have saved the Unica installer and double-click the installer to start it.
  2. Click OK on the first screen to see the Introduction window.
  3. Follow the instructions on the installer and click Next.
    Use the information in the following table to take the appropriate actions on each window in the Unica installer.
    Table 1. Unica installer GUI

    This two-columned table provides information about the windows in the Unica installer in the first column, and information about the windows in the second column.
    Window Description
    Introduction

    This is the first window of the Unica suite installer. You can open the Unica Centralized Offer Management installation and upgrade guides from this window.

    Click Next to go to the next window.
    Response Files Destination

    Click the Generate Response File check box if you want to generate response files for your product. Response files store the information that is necessary for the installation of your product. You can use response files for an unattended installation of your product.

    Click Choose to browse to a location where you want to store the response files.

    Click Next to go to the next window.
    HCL Unica Products

    In the Install Set list, select Custom to select the products that you want to install.

    In the Install Set area, you can see all the products whose installation files are in the same directory on your computer.

    In the Description field, you can view the description of the product that you select in the Install Set area.

    Click Next to go to the next window.
    Installation Directory

    Click Choose to browse to the directory where you want to install Unica.

    Click Next to go to the next window.
    Select Application Server
    Select one of the following application servers for the installation:
    • IBM® WebSphere®
    • Oracle WebLogic
    • JBoss
    • Tomcat

    Click Next to go to the next window.
    Platform Database Type

    Select the appropriate Unica Platform database type.

    Click Next to go to the next window.
    Platform Database Connection
    Enter the following information about your database:
    • Database host name
    • Database port
    • Database name or System ID (SID)
    • Database username
    • Database password
    Click Next to go to the next window.
    Important: If Unica products are installed in a distributed environment, you must use the machine name rather than an IP address in the navigation URL for all of the applications in the suite. Also, if you are on a clustered environment and choose to use ports that are different from the default ports 80 or 443 for your deployment, do not use a port number in the value of this property.
    Platform Database Connection

    Review and confirm the JDBC connection.

    Click Next to go to the next window.
    Preinstallation Summary

    Review and confirm the values that you added during the installation process.

    Click Install to start the installation process.

    The Unica Platform installer opens. If a previous instance of Unica Platform exists, the instance is upgraded to the current version. If a previous instance of Unica Platform does not exist, Unica Platform is installed.
  4. Follow the instructions on the Unica Platform installer to upgrade Platform. See Unica Platform Upgrade Guide for more information.
  5. In the Installation Complete window, click Done.
    The Unica Platform installation is complete and the Unica Campaign installer opens. For more information, see Unica Platform Upgrade Guide.
  6. After Unica Campaign upgrade is completed, Unica Centralized Offer Management installer opens.
  7. Use the information in the following table to navigate the Unica Centralized Offer Management installer.
    Table 2. Unica Centralized Offer Management installer GUI

    This two-columned table provides information about the windows in the Unica Centralized Offer Management installer in the first column, and information about the windows in the second column.
    Window Description
    Introduction

    This is the first window of the Unica Centralized Offer Management installer. You can open the Unica Centralized Offer Management installation guide and upgrade guide from this window.

    Click Next to go to the next window.
    License Agreement

    Carefully read the agreement. Use Print to print the agreement. Click Next after you accept the agreement.
    Installation Directory

    Click Choose to browse to the directory where you want to install or upgrade Unica Centralized Offer Management.

    Click Next to go to the next window.
    Components

    Select J2EE Application and click Next to go to the next window.

    If you wish to take a backup of the previous install, select the checkbox and provide a location to take the backup.

    Click Next.
    Components The installer detects and displays the version of an existing installation of Unica Centralized Offer Management.

    Click Next to continue with the upgrade.
    Unica Campaign Database Type

    Select a database on which Unica Campaign is setup and click Next to go to the next window.

    Note: Do no select the database type "Informix" during installation or upgrade as it is not functional.
    Unica Campaign Database Connection
    Enter the following details for the Campaign database:
    • Database host name
    • Database port
    • Database system ID (SID)
    • Database username
    • Password
    Important: If Unica products are installed in a distributed environment, you must use the machine name rather than an IP address in the navigation URL for all of the applications in the suite. Also, if you are on a clustered environment and choose to use ports that are different from the default ports 80 or 443 for your deployment, do not use a port number in the value of this property.

    Click Next to go to the next window.
    JDBC connection

    Review and confirm the JDBC connection.

    Click Next to go to the next window.
    Unica Centralized Offer Management Connection Settings
    Enter the following connection settings:
    • Network domain name
    • Host name
    • Port number

    Select the Use secure connection check box if necessary.

    Click Next to go to the next window.
    Pre-Installation Summary

    Review and confirm the values that you added during the installation process.

    Click Install to start the installation process.

    The Unica Centralized Offer Management installer opens.
    Installation Complete

    Click Done to close the Unica Platform installer and go back to the Unica installer.