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Upgrade Guide
Upgrade Guide
Upgrading Plan
To upgrade Unica Plan, you back up your existing installation, ensure that Unica Platform is upgraded and running, run the installer, restore any trigger procedures, deploy the upgraded applications, and then run some post-deployment processes.
Verifying the Plan upgrade
You must upgrade and deploy the Unica Platform before you upgrade Unica Plan.

Upgrade Guide
- Upgrade Guide
  - Upgrade Overview
    An upgrade of Unica Plan is complete when you upgrade, configure, and deploy Unica Plan. The Unica Plan Upgrade Guide provides detailed information about upgrading, configuring, and deploying Unica Plan.
  - Planning Plan upgrade
    For upgrading to Unica Plan 12.1.2 version, you must check from which version you are upgrading. Upgrade scenarios are based on the current version of the Unica Plan.
  - Upgrading Plan
    To upgrade Unica Plan, you back up your existing installation, ensure that Unica Platform is upgraded and running, run the installer, restore any trigger procedures, deploy the upgraded applications, and then run some post-deployment processes.
    - Backing up the system before you begin the upgrade
      Take a back up of your system before you start the upgrade process. If the upgrade fails, you can restore the last version of Unica Plan.
    - Running the installer and updating the configuration properties
      Before you run the installer, ensure that you have the appropriate database connection information for both the Unica Platform database and the Unica Plan database.
    - Configurations to be performed if upgrading from a version earlier than 12.0.0
      If you are upgrading from Unica Plan version earlier than 12.0.0, after the upgrade, there may be two Plan menus in Unica Platform: one menu with all the features of Plan and one with just the Checklist feature.
    - Upgrade your database manually
      The installer can upgrade the Unica Plan database during the upgrade process. Use the database setup utility, umodbsetup, to upgrade the tables manually if your company policy doesn't allow you to upgrade the database.
    - Deploying the upgraded web application and running the upgrade processes
      You must deploy the upgraded web applications to the web application server. After you deploy the web applications, you can start the upgrade process.
    - Verifying the Plan upgrade
      You must upgrade and deploy the Unica Platform before you upgrade Unica Plan.
    - Restoring trigger procedures
      You can restore trigger procedures after you upgrade the Unica Plan application.
    - Upgrading Plan in a clustered environment
      Use the following guidelines when you upgrade multiple instances of Unica Plan in a clustered environment:
  - Deploying Plan
    There are general guidelines for deploying Unica Plan on WebSphere® and WebLogic.
  - Uninstalling Unica Plan
    Run the Unica Plan uninstaller to uninstall Unica Plan. When you run the uninstaller, the files that were created during the installation process are removed. For example, files such as configuration files, installer registry information, and user data are removed from the computer.
  - The configTool utility
    The properties and values on the Configuration page are stored in the Unica Platform system tables. You can use the configTool utility to import and export configuration settings to and from the system tables.
  - Plan configuration properties
    The Unica Plan configuration properties on available on the Settings > Configuration page. For more details on the configuration properties, see the Plan Administrator Guide.

Verifying the Unica Plan upgrade

You must upgrade and deploy the Unica Platform before you upgrade Unica Plan.

About this task

Complete the following steps to verify the upgrade:

Procedure

Review the log files in the application server logs directory for error messages. The message "UAPContext Init failed" indicates that the upgrade did not complete successfully.
Use Internet Explorer or another supported browser to access the Unica URL.
Navigate to different Unica Plan features, including the asset file. In case you see two "Operations" or "Plan settings" menus, go to Settings > Plan settings, click Synchronize Menus, logout from the application and login again.
Create instances of different Unica Plan objects, including plans, programs, projects, and your own custom marketing object types.
Note: This step is applicable only if you plan to migrate offer management from Unica Plan to Unica Centralized Offer Management using the Migration to Centralized Offer Management utility.
If you are using reverse proxy or web access management software (ISAM, Siteminder, etc), populate serverURLInternal with the direct internal URL of Unica Centralized Offer Management.
serverURLInternal=http://<hostname>:<port>/Offer
Select Settings > Plan Settings > Template Configuration and then click Validate Templates.
Click Synchronize Menus. Logout from the application, login again, and verify the Plan Settings menu item.
If your installation customizes Unica Plan with the application programming interface, verify that your customizations are not affected by compatibility issues.
If you use trigger procedures, restore them.

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