Contact Optimization installation worksheet

Use the Contact Optimization installation worksheet to gather information about the database that contains your Contact Optimization system tables and about other HCL® Marketing Software products that are required for the installation of Contact Optimization.

Campaign database information

The installation wizard for Contact Optimization needs to communicate with your Campaign system table database to create the Contact Optimization tables. You must collect the following information about your Campaign installation to enable the installer to set up the Contact Optimization database tables and configure Contact Optimization:

Table 1. Campaign database information worksheet

This two-columned table lists the database information in one column. The second column is for the user. The user must enter information in the second column.
Database information Notes®

Check if Campaign database is configured for Unicode

Campaign database type

If the database type is DB2® and is installed on a UNIX™ system, note DB2 instance path.

If the database type is Oracle, note the Oracle home directory path.

Campaign database host name

Campaign database port

Campaign database name

User name for the Campaign database account

Password for the Campaign database account

JDBC connection URL to the Campaign database

The installer provides the connection URL based on the values you provide. However, you must confirm that the URL is correct.

The name of the system on which the Campaign web application server is installed.

The port on which the Campaign application server listens.

If you plan to implement SSL, obtain the SSL port.

The network domain for your deployment system.

Note: If you have Contact Optimization and Campaign on separate systems, you do not need to mount the Campaign directory for your Campaign installation as a network drive on the system that hosts Contact Optimization. Make sure that CAMPAIGN_HOME is pointing to OPTIMIZE_HOME in ACOServer.bat/.sh. This variable is retained for compatibility purposes and is set to OPTIMIZE_HOME. Do not alter the value of this variable.

Marketing Platform database information

The Contact Optimization installation wizard must be able to communicate with the Marketing Platform system table database to register the product. Each time that you run the installer, you must enter the following database connection information for the Marketing Platform system table database:

  • Database type
  • Database host name
  • Database port
  • Database name or schema ID
  • User name and password for the database account

  • JDBC connection URL to the Marketing Platform database. The installer provides the connection URL based on the values you provide. However, you must confirm that the URL is correct.

If you want the installer to create the system tables, you must provide information that enables the installer to connect to the product database. If you want to create the system tables manually, you must use your database client to run the SQL scripts that are provided with your product installation.

Information about the web component

Obtain the following information for all HCL Marketing Software products that have a web component, which you deploy on a web application server:
  • The name of the systems on which the web application servers are installed. You can have one or several web application servers, depending on the HCL Marketing Software environment you are setting up.
  • The port on which the application server listens. If you plan to implement SSL, obtain the SSL port.
  • The network domain for your deployment system. For example, example.com.

HCL Site ID

If you are installing an HCL Marketing Software product in one of the countries listed on the Country for Install screen of your product installer, you must enter your HCL Site ID in the space provided. Your HCL Site ID can be found on one of the following documents:

  • HCL Welcome letter
  • Tech Support Welcome letter
  • Proof of Entitlement letter
  • Other communications that are sent when you purchase your software
HCL might use the data that is provided by the software to better understand how customers use our products and to improve customer support. The data that is gathered does not include any information that identifies individuals. Complete the following actions if you do not want to have such information to be collected:
  1. After Marketing Platform is installed, log in to Marketing Platform as a user with administration privileges.
  2. Go to Settings > Configuration, and set the Disable Page Tagging property under the Platform category to True.