Procedure: Fast upgrade Reports

Campaign Report Fast Upgrade

Below steps will give you high level overview of Reports Upgrade process:

User will need to perform new installation of Cognos Analytics (formerly known as IBM Cognos Business Intelligence Server) version compatible with HCL Marketing Software v11.0.1.

Fast upgrade process does not take care of upgrading any customization done in the HCL Marketing Software system tables, users will need to take care of upgrading / validating the customization after upgrade.

Upgrade Steps for Reports when no customization done in Campaign Reports:

User will need to follow the regular reports upgrade steps referring to HCL Marketing Software Reports Installation and Configuration Guide. High level steps involved in the report Installation are as follows.

Upgrade Steps for Reports when customization is done in Campaign Reports:

Cognos model can be upgraded by sequential execution of model upgrade scripts from "<ReportsPackCampaign>/cognos11/CampaignModel" directory. Run the following scripts:

Campaign Reports version to upgrade from Cognos Model Upgrade scripts to execute from IBM Cognos framework Manager
8.6.x

<ReportsPackCampaign>\cognos11\CampaignModel\upgrade86to90.xml

<ReportsPackCampaign>\cognos11\CampaignModel\upgrade90to91.xml

<ReportsPackCampaign>\cognos11\CampaignModel\upgrade91to911.xml

<ReportsPackCampaign>\cognos11\CampaignModel\upgrade911to9112.xml

<ReportsPackCampaign>\cognos11\CampaignModel\upgrade912to100.xml
9.0.x

<ReportsPackCampaign>\cognos11\CampaignModel\upgrade90to91.xml

<ReportsPackCampaign>\cognos11\CampaignModel\upgrade91to911.xml

<ReportsPackCampaign>\cognos11\CampaignModel\upgrade911to9112.xml

<ReportsPackCampaign>\cognos11\CampaignModel\upgrade912to100.xml
9.1.x

<ReportsPackCampaign>\cognos11\CampaignModel\upgrade91to911.xml

<ReportsPackCampaign>\cognos11\CampaignModel\upgrade911to9112.xml

<ReportsPackCampaign>\cognos11\CampaignModel\upgrade912to100.xml
9.1.1.x

<ReportsPackCampaign>\cognos11\CampaignModel\upgrade911to9112.xml

<ReportsPackCampaign>\cognos11\CampaignModel\upgrade912to100.xml
9.1.2.x <ReportsPackCampaign>\cognos11\CampaignModel\upgrade912to100.xml
10.0.x No Change in Campaign Reports Model
10.1.x No Change in Campaign Reports Model
11.0.0 No Change in Campaign Reports Model

Marketing Operation Report Fast Upgrade

User will need to perform new installation of IBM Cognos Analytics (formerly known as IBM Cognos Business Intelligence Server) version compatible with HCL Marketing Software v11.0.1

Upgrade Steps for Reports when no customization done in Marketing Operations Reports:

User will need to follow the regular reports upgrade steps referring to IBM Marketing Software Reports Installation and Configuration Guide.

High level steps involved in the report Installation are as follows.

  1. Please take a backup of model in base setup
  2. Import Unica Reports for Marketing Operations.zip file from v11.0.1 (<ReportsPackMarketingOperations>\cognos11) in IBM Cognos framework manager.
  3. Import and Publish Reports model version v11.0.1 using IBM Cognos framework manager
  4. Use the newly published model while configuring reports with the server.

 

Upgrade Steps for Reports when customization is done in Marketing Operations Reports:

  1. Backup customize reports from old IBM Cognos BI server
  2. Import Unica Reports for Marketing Operations.zip file (version you are upgrading from) model zip file in IBM Cognos framework manager. Please make sure to import customize reports from older version as well.
  3. In IBM Cognos framework manager execute the report model upgrade steps as mentioned below.

Cognos model can be upgraded by sequential execution of model upgrade scripts from "< ReportsPackMarketingOperations >/cognos11/PlanModel" directory. Run the following scripts:

MO Reports version to upgrade from Cognos Model Upgrade scripts to execute from IBM Cognos framework Manager
8.6.x

<ReportsPackMarketingOperations>\cognos11\PlanModel\upgrade86to90.xml

<ReportsPackMarketingOperations>\cognos11\PlanModel\upgrade90to91.xml

<ReportsPackMarketingOperations>\cognos11\PlanModel\upgrade91to911.xml

<ReportsPackMarketingOperations>\cognos11\PlanModel\upgrade911to9112.xml

9.0.x

<ReportsPackMarketingOperations>\cognos11\PlanModel\upgrade90to91.xml

<ReportsPackMarketingOperations>\cognos11\PlanModel\upgrade91to911.xml

<ReportsPackMarketingOperations>\cognos11\PlanModel\upgrade911to9112.xml

9.1.x

<ReportsPackMarketingOperations>\cognos11\PlanModel\upgrade91to911.xml

<ReportsPackMarketingOperations>\cognos11\PlanModel\upgrade911to9112.xml

9.1.1.x <ReportsPackMarketingOperations>\cognos11\PlanModel\upgrade911to9112.xml
9.1.2.x No Change in Plan Reports Model
10.0.x No Change in Plan Reports Model
10.1.x No Change in Plan Reports Model
11.0.0 No Change in Plan Reports Model

Marketing Operation and Campaign Report Fast Upgrade

User will need to follow the regular reports upgrade steps referring to Marketing Software Reports Installation and Configuration Guide.

High level steps involved in the report Installation are as follows.

  1. Please take a backup of model in base setup
  2. Import Unica Reports for Marketing Operations and Campaign.zip file from v11.0.1 (<ReportsPackCampaignMarketingOperations>\cognos11) in IBM Cognos framework manager.
  3. Import and Publish Reports model version v11.0.1 using IBM Cognos framework manager
  4. Use the newly published model while configuring reports with the server.

 

Upgrade Steps for Reports when customization is done in Marketing Operations Reports:

  1. Backup customize reports from old IBM Cognos BI server
  2. Import Unica Reports for Marketing Operations and Campaign.zip file (version you are upgrading from) model zip file in IBM Cognos framework manager. Please make sure to import customize reports from older version as well.
  3. In IBM Cognos framework manager execute the report model upgrade steps as mentioned below.

Cognos model can be upgraded by sequential execution of model upgrade scripts from "< ReportsPackCampaignMarketingOperations>/cognos11/PlanModel" directory. Run the following scripts:

MO Reports version to upgrade from Cognos Model Upgrade scripts to execute from IBM Cognos framework Manager
8.6.x

<ReportsPackCampaignMarketingOperations>\cognos11\PlanCampaign\upgrade86to90.xml

<ReportsPackCampaignMarketingOperations>\cognos11\PlanCampaign\upgrade90to91.xml

<ReportsPackCampaignMarketingOperations>\cognos11\PlanCampaign\upgrade91to911.xml

<ReportsPackCampaignMarketingOperations>\cognos11\PlanCampaign\upgrade911to9112.xml

9.0.x

<ReportsPackCampaignMarketingOperations>\cognos11\PlanCampaign\upgrade90to91.xml

<ReportsPackCampaignMarketingOperations>\cognos11\PlanCampaign\upgrade91to911.xml

<ReportsPackCampaignMarketingOperations>\cognos11\PlanCampaign\upgrade911to9112.xml

9.1.x

<ReportsPackCampaignMarketingOperations>\cognos11\PlanCampaign\upgrade91to911.xml

<ReportsPackCampaignMarketingOperations>\cognos11\PlanCampaign\upgrade911to9112.xml

9.1.1.x <ReportsPackCampaignMarketingOperations>\cognos11\PlanCampaign\upgrade911to9112.xml
9.1.2.x No Change in Plan Campaign Reports Model
10.0.x No Change in Plan Campaign Reports Model
10.1.x No Change in Plan Campaign Reports Model
11.0.0 No Change in Plan Campaign Reports Model

HCL Interact Reports Fast Upgrade

User will need to perform new installation of Cognos Analytics (formerly known as IBM Cognos Business Intelligence Server) version compatible with HCL Marketing Software v11.0.1.

Upgrade Steps for Reports when no customization done in Interact Reports:

User will need to follow the regular reports upgrade steps referring to IBM Marketing Software Reports Installation and Configuration Guide.

High level steps involved in the report Installation are as follows.

  1. Please take a backup of model in base setup
  2. Import Unica Reports for Interact.zip file from v11.0.1 (<ReportsPackInteract>\cognos11) in IBM Cognos framework manager.
  3. Import and Publish Reports model version v11.0.1 using IBM Cognos framework manager
  4. Use the newly published model while configuring reports with the server.

 

Upgrade Steps for Reports when customization is done in Interact Reports:

  1. Backup customize reports from old IBM Cognos BI server
  2. Import Unica Reports for Interact.zip file (version you are upgrading from) model zip file in IBM Cognos framework manager. Please make sure to import customize reports from older version as well.
  3. In IBM Cognos framework manager execute the report model upgrade steps as mentioned below.

Cognos model can be upgraded by sequential execution of model upgrade scripts from "< ReportsPackInteract >/cognos11/InteractModel" directory. Run the following scripts:

Interact Reports version to upgrade from Cognos Model Upgrade scripts to execute from IBM Cognos framework Manager
8.6.x

<ReportsPackInteract>\cognos11\InteractModel\upgrade86to90.xml

<ReportsPackInteract>\cognos11\InteractModel\upgrade90to91.xml

<ReportsPackInteract>\cognos11\InteractModel\upgrade91to911.xml

<ReportsPackInteract>\cognos11\InteractModel\upgrade911to9112.xml

<ReportsPackInteract>\cognos11\InteractModel\upgrade912to9121.xml
9.0.x

<ReportsPackInteract>\cognos11\InteractModel\upgrade90to91.xml

<ReportsPackInteract>\cognos11\InteractModel\upgrade91to911.xml

<ReportsPackInteract>\cognos11\InteractModel\upgrade911to9112.xml

<ReportsPackInteract>\cognos11\InteractModel\upgrade912to9121.xml
9.1.x

<ReportsPackInteract>\cognos11\InteractModel\upgrade91to911.xml

<ReportsPackInteract>\cognos11\InteractModel\upgrade911to9112.xml

<ReportsPackInteract>\cognos11\InteractModel\upgrade912to9121.xml
9.1.1.x

<ReportsPackInteract>\cognos11\InteractModel\upgrade911to9112.xml

<ReportsPackInteract>\cognos11\InteractModel\upgrade912to9121.xml
9.1.2.x <ReportsPackInteract>\cognos11\InteractModel\upgrade912to9121.xml
10.0.x No Change in Interact Reports Model
10.1.x No Change in Interact Reports Model
11.0.1 No Change in Interact Reports Model