Planning the Interact upgrade

Upgrade your installation of Interact after understanding the guidelines that are specific to your current version of Interact.

Use the following guidelines for upgrading Interact:

Table 1. Upgrade scenarios for Interact

This two-columned table provides information about the source version of Interact in one column, and about the upgrade path in the second column.
Source version Upgrade path

Any 7.x or pre-8.6.x version
Complete the following steps to upgrade Interact:
  1. Upgrade your earlier version to version 8.6.x.

    1. Perform an in-place installation of version 8.6.x over your old version.

      Use the Interact installer for both the design time environment and the runtime environment.

      Important: You must upgrade Campaign before you upgrade the Interact design time environment.
    2. Run the upgrade tools to upgrade configuration settings, files, and data from your source Interact version.
    3. Upgrade the reports package as explained in the HCL® Marketing Software Reports Installation and Configuration Guide.
  2. Upgrade your 8.6.x version to version 10.0.

    1. Perform an in-place installation of version 10.0 over your old version.

      Use the Interact installer for both the design time environment and the runtime environment.

      Important: You must upgrade Campaign before you upgrade the Interact design time environment.
    2. Run the upgrade tools to upgrade configuration settings, files, and data from your source Interact version.
    3. Upgrade the reports package as explained in the HCL Marketing Software Reports Installation and Configuration Guide.

Any 8.6.x version
Complete the following steps to upgrade Interact:
  1. Upgrade your 8.6.x version to 10.0.

    1. Perform an in-place installation of version 10.0 over your old version.

      Use the Interact installer for both the design time environment and the runtime environment.

      Important: You must upgrade Campaign before you upgrade the Interact design time environment.
    2. Run the upgrade tools to upgrade configuration settings, files, and data from your source Interact version.
    3. Upgrade the reports package as explained in the HCL Marketing Software Reports Installation and Configuration Guide.

Any 9.x.x version
Complete the following steps to upgrade Interact:
  1. Upgrade your 9.x.x version to 10.0.

    1. Perform an in-place installation of version 10.0 over your old version.

      Use the Interact installer for both the design time environment and the runtime environment.

      Important: You must upgrade Campaign before you upgrade the Interact design time environment.
    2. Run the upgrade tools to upgrade configuration settings, files, and data from your source Interact version.
    3. Upgrade the reports package as explained in the HCL Marketing Software Reports Installation and Configuration Guide.