Interact upgrade worksheet

Use the Interact upgrade worksheet to gather information about the database that contains your Interact upgrade system tables and about other HCL® Marketing Software products that are required for upgrading Interact.

Marketing Platform database information

The installation wizards for each HCL Marketing Software product 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

Information required to upgrade the Interact runtime environment

Gather information about your Interact runtime installation before you run the Interact runtime environment upgrade tools.

aciUpgradeTool_runtab

Collect the following information about the configuration of the target system:

  • The directory where Marketing Platform is installed.
  • Full path of the Interact configuration file (interact_configuration.xml). The file is in the conf directory under the Interact installation.

If you connect to the runtime environment system tables by using the web application server, collect the following information:

  • Host name
  • Port
  • User name
  • Password
  • For WebLogic: Full path and file name of the WebLogic JAR file

If you connect to the runtime environment system tables by using JDBC, collect the following information:

  • Java™ class name for the JDBC driver
  • JDBC URL
  • Additional properties that are required by the JDBC driver
  • Database user name and password

Collect the following information about the target runtime environment database:

  • Catalog (or database) containing the target runtime environment system tables
  • Schema
  • Whether the tables are configured for Unicode

Collect the following information about the Interact installation on the source system:

  • Version of Interact you are upgrading from

aciUpgradeTool_lrntab

Collect the following information about the configuration of the target system:

  • The directory where Marketing Platform is installed

If you connect to the learning tables by using the web application server, collect the following information:

  • Host name
  • Port
  • User name
  • Password
  • For WebLogic: Full path and file name of the WebLogic JAR file

If you connect to the learning tables by using JDBC, collect the following information:

  • Java class name for the JDBC driver
  • JDBC URL
  • Additional properties that are required by the JDBC driver
  • Database user name and password

Collect the following information about the target learning database:

  • Catalog (or database) containing the target learning tables
  • Schema
  • Whether the tables are configured for Unicode

Collect the following information about the Interact installation on the source system:

  • Version of Interact you are upgrading from

aciUpgradeTool_crhtab

Collect the following information about the configuration of the target system:

  • The directory where Marketing Platform is installed

If you connect to the contact history tables for cross-session response by using the web application server, collect the following information:

  • Host name
  • Port
  • User name
  • Password
  • For WebLogic: Full path and file name of the WebLogic JAR file

If you connect to the contact history tables for cross-session response by using JDBC, collect the following information:

  • Java class name for the JDBC driver
  • JDBC URL
  • Additional properties that are required by the JDBC driver
  • Database user name and password

Collect the following information about the target contact history tables for cross-session response database:

  • Catalog (or database) containing the target contact history tables for cross-session response
  • Schema
  • Whether the tables are configured for Unicode

Collect the following information about the Interact installation on the source system:

  • Version of Interact you are upgrading from

aciUpgradeTool_usrtab

Collect the following information about the configuration of the target system:

  • The directory where Marketing Platform is installed

If you connect to the user profile tables by using the web application server, collect the following information:

  • Host name
  • Port
  • User name
  • Password
  • For WebLogic: Full path and file name of the WebLogic JAR file

If you connect to the user profile tables by using JDBC, collect the following information:

  • Java class name for the JDBC driver
  • JDBC URL
  • Additional properties that are required by the JDBC driver
  • Database user name and password

Collect the following information about the target user profile database:

  • Catalog (or database) containing the target user profile tables
  • Schema
  • Whether the tables are configured for Unicode

Collect the following information about the Interact installation on the source system:

  • Version of Interact you are upgrading from

Information required to upgrade the Interact design time environment

Gather information about your Interact design time installation before you run the Interact design time environment upgrade tool.

aciUpgradeTool

Collect the following information about the configuration of the target system:

  • The name of the partition you are upgrading.
  • The directory where Marketing Platform is installed.
  • Full path to the Campaign configuration file (campaign_configuration.xml). The Campaign configuration file is in the conf directory under your Campaign installation.

If you connect to the design time environment system tables by using the web application server, collect the following information:

  • Host name
  • Port
  • User name
  • Password
  • For WebLogic: Full path and file name of the WebLogic JAR file

If you connect to the design time environment system tables by using JDBC, collect the following information:

  • Java class name for the JDBC driver
  • JDBC URL
  • Additional properties that are required by the JDBC driver
  • Database user name and password

Collect the following information about the target design time environment database:

  • Catalog (or database) containing the target design time environment system tables
  • Schema
  • Whether the tables are configured for Unicode

Collect the following information about the Interact installation on the source system:

  • Version of Interact that you are upgrading from