Installing Unica Campaign and Unica Optimize by using the GUI mode

For Windows™, use the GUI mode to install Unica Campaign and Unica Optimize. For UNIX™, use the X Window System mode to install Unica Campaign.

Before you begin

Important: Before you use the GUI mode to install Unica Campaign and Unica Optimize, ensure that the available temporary space on the computer where you install Unica Campaign and Unica Optimize is more than three times the size of the Unica Campaign installer. The Unica Campaign installer installs both Unica Campaign and Unica Optimize.
Make sure that the Unica installer and the Unica Campaign installers are in the same directory on the computer where you want to install Unica Campaign.

Procedure

Complete the following actions to install Unica Campaign by using the GUI mode:
  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
    Window Description
    Introduction

    This is the first window of the Unica suite installer. You can open the Campaign installation and upgrade guides from this window. You can also see a link for the installation and upgrade guides for the products whose installers are saved in the installation directory.

    Click Next.
    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, or to get pre-filled answers if you rerun the installer in GUI mode

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

    Click Next.
    Unica Products

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

    In the Install Set area, you see all of the products whose installers are in the same directory on your computer.

    The Description field shows the description of the product that you select in the Install Set area.

    Click Next.
    Installation Directory

    In the Specify the installation directory field, click Choose to browse to the directory where you want to install your product.

    If you want to install the product in the folder where the installers are stored, click Restore Default Folder.

    Click Next.
    Select Application Server
    Select one of the following application servers that you configured for Campaign installation:
    • WebSphere®
    • Oracle WebLogic
    • Jboss
    • Tomcat

    Click Next.
    Platform Database Type

    Select the appropriate Unica Platform database type.

    Click Next.
    Platform Database Connection
    Enter the following information about your database:
    • Database host name
    • Database port
    • Database name or System ID (SID)
    • Database user name
    • Database password
    Click Next.
    Platform Database Connection (continued)

    Review and confirm the JDBC connection.

    Click Next. The URL can be customized with additional parameters if needed.
    Preinstallation Summary

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

    Click Install to start the installation process.

    The Campaign installer opens.
  4. Follow the instructions on the Unica Platform installer to install or upgrade Unica Platform. See Unica Platform Installation Guide for more information.
  5. In the Installation Complete window, click Done.
    The Unica Platform installation is complete and the Campaign installer opens.
  6. Use the information in the following table to navigate the Campaign installer. In the Platform Database Connection window, enter all the required information and click Next to start the Campaign installer.
    Table 2. Unica Campaign Installer GUI

    This table provides information about dialogs in the Campaign installer. The Campaign installer installs both Campaign and Optimize.
    Window Description
    Introduction

    This is the first window of the Campaign installer. You can open the Campaign installation and upgrade guides from this window.

    Click Next.
    Software 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 Campaign and Optimize.

    Click Next.
    Components

    Select the components that you want to install.

    When you select the components, the installer displays information about the components. A new component is added as Reports. This component installs Unica Insights Report files for Unica Campaign reports.

    Click Next.
    Single or Multiple Listeners Select Non-clustered listener configuration (single node)
    Note: If you are doing a clustered listener installation, see Appendix B for installation instructions.

    Click Next.
    Listener Node Selection
    Listener Node selection provides three options:
    • Run Campaigns only
    • Run Optimize Sessions only

    • Run Campaigns and Optimize session both

    Select any of these options and click Next.
    Default locale

    Select a default locale for your installation. English is selected by default.

    Click Next.
    Campaign Database Setup
    Select one of the following options for setting up the Campaign database:
    • Automatic database setup
    • Manual database setup

    If you select Automatic database setup, select Run Unicode SQL Script if your system tables are configured for Unicode.

    Click Next.
    Campaign Database Type

    Select the appropriate database type.

    Click Next.
    Campaign Database Connection
    Enter the following details for the Campaign database:
    • Database host name
    • Database port
    • Database system ID (SID)
    • Database user name
    • 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.
    JDBC Connection

    Review and confirm the JDBC connection.

    Click Next.
    Campaign Connection Settings

    Enter the following connection settings:

    • Network domain name
      Note:
      When you add the network domain name, you might see the following message:
      Warning-Server name includes
domain name, final URL contains 
several occurrences of domain
name
      Select Modify to change the domain name or click Cancel to cancel the message.
    • Host name
    • Port number - If you have load balancer or HTTP server, and during installation you specify host name of that and do not left the port empty.

    Select the Use secure connection check box if necessary.

    Click Next.
    Platform Utilities Settings
    Review and confirm or change the following information for connecting to the Unica Platform database:
    • JDBC driver class
    • JDBC connection URL
    • JDBC driver classpath

    Click Next to validate your entries and to go to the next window.
    Datasource creation The installer can create the JDBC data source for one partition in your web application server (WebSphere® or WebLogic). This data source is required to enable the Campaign web application to connect to the Campaign system tables. You have the option to skip this step in the installer and create the data source in the administration console of your web application server after installation is complete.

    If you select the Create Campaign Datasource check box, the installer creates the data source using information you provide.

    • Your application server must be running.
    • Enter any name for the datasource.

      The installer creates the JNDI name automatically (campaignPartition1DS).

    • Enter the directory in which the application server is installed.

      For WebSphere®, this is the directory that contains the profiles directory. You must restart WebSphere® after the installer finishes and before you use this data source.

      For WebLogic, this is the directory that contains the common directory.

    Click Next to go to the next window.
    Application server information (WebSphere®) Applies only if your application server is WebSphere®.
    • Enter the application server profile where you plan to deploy Campaign.
    • Enter the name of the server in the profile.
    • If security is enabled in WebSphere®, enter the administrator user ID and password.

    Click Next to go to the next window.
    Application server information (WebLogic) Applies only if your application server is WebLogic.

    Enter the domain server name and the administrator user ID and password. If SSL is enabled, enter the HTTP port for the domain.

    Note that you must add the database driver classpath to WebLogic in the WebLogic administration console.

    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 Campaign installer opens.
    Installation Complete

    Click Done to close the Unica Campaign installer and go back to the Unica installer.
  7. In the Installation Complete window, click Done to exit the Campaign installer and go back to the Unica installer.
  8. Follow the instructions on the Unica installer to finish installing Campaign.
    Use the information in the following table to take the appropriate actions on each window in the Unica installer.
    Table 3. HCL Unica Installer GUI

    This table provides information about the remaining dialogs in the Unica installer.
    Window Description
    Deployment EAR file

    Specify whether you want to create an enterprise archive (EAR) file to deploy your Unica products.

    Click Next.
    Package EAR file

    You see this window if you selected Create an EAR file for deployment in the Deployment EAR file window.

    Select the applications that you want to package in the EAR file.
    Package EAR file

    You see this window if you selected Create an EAR file for deployment in the Deployment EAR file window.

    Select the applications that you want to package in the EAR file.
    EAR file details
    Enter the following information for your EAR file:
    • Enterprise application identifier
    • Display name
    • Description
    • EAR file path
    Deployment EAR file

    Specify whether you want to create another EAR file to deploy your Unica products.

    Click Next.
    Installation Complete

    This window provides the locations of the log files that are created during installation.

    Click Previous if you want to change any installation details.

    Click Done to close the Unica installer.