Installing Marketing Operations by using the GUI mode

For Windows™, use the GUI mode to install Marketing Operations. For UNIX™, use the X Window System mode to install Marketing Operations.

Before you begin

Important: Before you use the GUI mode to install Marketing Operations, make sure that the available temporary space on the computer where you install Marketing Operations is more than three times the size of the Marketing Operations installer.
Make sure that the HCL® Marketing Software installer and the Marketing Operations installers are in the same directory on the computer where you want to install Marketing Operations.

Procedure

To install Marketing Operations by using the GUI mode (for Windows) or the X Window System mode (for UNIX):
  1. Go to the folder where you have saved the HCL Marketing Software 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 HCL Marketing Software installer.
    Table 1. HCL Marketing Software installer GUI

    This two-columned table provides information about the windows in the HCL Marketing Software installer in the first column, and information about the windows in the second column.
    Window Description
    Introduction

    This is the first window of the HCL Marketing Software suite installer. You can open the Marketing Operations installation and upgrade guides from this window.

    Click Next to go to the next window.
    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.

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

    Click Next to go to the next window.
    HCL Marketing Software Products

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

    In the Install Set area, you can see all the products whose installation files are in the same directory on your computer.

    In the Description field, you can view the description of the product that you select in the Install Set area.

    Click Next to go to the next window.
    Installation Directory

    Click Choose to browse to the directory where you want to install HCL Marketing Software.

    Click Next to go to the next window.
    Select Application Server
    Select one of the following application servers for the installation:
    • HCL® WebSphere®
    • Oracle WebLogic

    Click Next to go to the next window.
    Platform Database Type

    Select the appropriate Marketing Platform database type.

    Click Next to go to the next window.
    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 to go to the next window.
    Important: If HCL Marketing Software 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.
    Platform Database Connection (continued)

    Review and confirm the JDBC connection.

    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 Marketing Platform installer opens. If a previous instance of Marketing Platform exists, the instance is upgraded to the current version. If a previous instance of Marketing Platform does not exist, Marketing Platform is installed.
  4. Follow the instructions on the Marketing Platform installer to install or upgrade Marketing Platform. See HCL Marketing Platform Installation Guide for more information.
  5. In the Installation Complete window, click Done.
    The Marketing Platform installation is complete, and the Marketing Operations installer opens.
  6. Use the information in the following table to navigate the Marketing Operations installer. In the Platform Database Connection window, enter all the required information and click Next to start the Marketing Operations installer.
    Table 2. HCL Marketing Operations installer GUI

    This two-columned table provides information about the windows in the Marketing Operations installer in the first column, and information about the windows in the second column.
    Window Description
    Introduction

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

    Click Next to go to the next window.
    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 Marketing Operations.

    Click Next to go to the next window.
    Marketing Operations Components

    Select the components that you want to install.

    Click Next to go to the next window.
    Marketing Operations Database Setup
    Select one of the following options for setting up the Marketing Operations database:
    • Automatic database setup
    • Manual database setup

    Click Next to go to the next window.
    Marketing Operations Database type

    Select the appropriate database type.

    Click Next to go to the next window.
    Marketing Operations Database connection
    Enter the following details for the Marketing Operations database:
    • Database host name
    • Database port
    • Database system ID (SID)
    • Database user name
    • Password
    Important: If HCL Marketing Software 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 to go to the next window.
    Marketing Operations JDBC connection

    Review and confirm the JDBC connection.

    Click Next to go to the next window.
    Marketing Operations Connection Settings
    Enter the following connection settings:
    • Network domain name
    • Host name
    • Port number

    Select the Use secure connection check box if necessary.

    Click Next to go to the next window.
    Datasource creation The installer can create the JDBC data source in your web application server (WebSphere or WebLogic). This data source is required to enable the Marketing Operations web application to connect to the Marketing Operations 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 Marketing Operations 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 (plands).

    • 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 Marketing Operations.
    • 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.
    Supported Locales

    This window displays all the locales supported by Marketing Operations.
    Default Locale

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

    Click Next to go to the next window.
    Pre-Installation Summary

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

    Click Install to start the installation process.

    The Marketing Operations installer opens.
    Installation Complete

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

    This two-columned table provides information about the windows in the HCL Marketing Software installer in the first column, and information about the windows in the second column.
    Window Description
    Deployment EAR file

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

    Click Next to go to the next window.
    Package EAR file

    You can see this window if you select 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
    EAR file details (continued)

    Select Yes or No to create an additional EAR file. If you select Yes, you must enter the details for the new EAR file.

    Click Next to complete the installation of your product.
    Deployment EAR file

    Specify whether you want to create another EAR file to deploy your HCL Marketing Software products.

    Click Next to go to the next window.
    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 HCL Marketing Software installer.