Reports
- Unica Insights Reports Installation and Configuration Guide
  - Overview
  - Plan your Unica Insights reports installation
  - Install and configure Unica Insights reports
  - Upgrade Unica Insights reports
    - Upgrade from versions 12.0.0.0 or 12.0.0.1 to 12.1.0
    - Upgrade from version 12.1.0.0 to 12.1.0.1
      Deliver reports must work on version 12.1.0 base environment. You must take a backup of all reporting folders "Unica_home\Platform\Insights\Reports ". You must take the backup of Campaign and Platform database as well.
    - Upgrade from version 12.1.0.0 to version 12.1.0.3
    - Upgrade from version 12.1.0.3 to version 12.1.0.4
      To upgrade from version 12.1.0.3 to version 12.1.0.4, perform the following steps:
    - Upgrade to version 12.1.2
      In Unica Insights Reports 12.1.2 release, we have updated the user experience of a few reports for Campaign, Deliver, Interact, and Plan.
  - Configuring a user with the Reports System role
  - Creating JDBC data sources
  - Loading templates for the Reports SQL Generator
    The HCL Unica Insights reports use reporting schemas containing SQL scripts. These SQL scripts load template SQL select statements into the uar_common_sql table. The Reports SQL Generator uses the templates when it generates SQL scripts to create reporting views and tables.
  - SQL scripts by data source
  - Creating and populating reporting tables for Unica Campaign and Unica Deliver
  - Copy the Campaign and Deliver reports folder in Unica Insights directory
    Campaign installer places report design folders or files under Campaign installation directory.
  - Creating views or materialized views for Unica Campaign and Unica Deliver only:
  - Copy the Plan report folder in Unica Insights directory
  - Copy the Collaborate report folder in Unica Insights directory
  - Creating views or materialized views for Unica Interact only
  - Copy the Interact reports folder in Unica Insights directory
  - Creating and populating reporting tables
  - Setting up data synchronization
  - For Unica Deliver only: Stored procedures for delta processing
    Unica Deliver reports require staging tables that are associated with the Unica Deliver system tables. The system tables are part of the Unica Campaign schema. You must periodically run stored procedures to process message response data for use in Unica Deliver reports.
  - Update data source in Unica Insights report design files using Unica Insights utility
  - For Unica Deliver only: How to schedule and run stored procedures
    Unica Deliver reports use the data that is contained in staging tables, which are populated by stored procedures. The stored procedures perform a delta refresh operation. Run the stored procedures at least once per day. If you run the procedures more frequently, the delta refresh method prevents multiple concurrent runs.
  - How to configure Unica Insights to use HCL Unica authentication
  - Reporting schemas
    You must create reporting views to implement reporting for Unica Campaign, Unica Interact, and Unica Deliver. Reports can extract reportable data in the reporting views. The report packages for Unica Campaign, Unica Interact, and Unica Deliver include reporting schemas that the Reporting SQL Generator uses to produce SQL scripts that create reporting views.
  - Campaign reports and reporting schemas
  - Interact reports and reporting schemas
    The Interact Report Package reports are supported by HCL reporting schemas. You can customize the schemas to specify time periods, configure audience levels, and create extra performance reporting schemas.
  - Format of the Unica Insights Reports
  - Integrate new custom reports in Unica
    Unica Insights enables you to integrate newly created custom reports with Unica for Campaign, Deliver, Plan, and Interact products.
  - Unica Insights Reports Customization
    You can create new reports, and modify and customize existing Unica Insights reports.
  - Customization of existing Unica Insights Reports for Campaign
  - Customization of existing Unica Insights Reports for Interact
  - Known issues
    The following is the list of Known Issues in Unica Insights Reports
- Cognos Reports Installation and Configuration Guide

Upgrade from version 12.1.0.0 to version 12.1.0.3

About this task

To upgrade from version 12.1.0.0 to version 12.1.0.3, perform the following steps.

Procedure

Verify that the environment is up and running.
Take a backup of Insights.war and Campaign.war.
Take a backup of the existing deployment directory.
Copy Insights.war on the deployment directory path.
Re-deploy new Insights.war file and start the application server.
Review BIRT_RESOURCE_PATH in web.xml in Insights deployment directory <Unica_Home>\Platform\Insights\Reports\translated\.
Copy the following properties files to BIRT_RESOURCE_PATH.
- Campaign_Home/reports/translated/Campaign/ *.properties
- Campaign_Home/reports/translated/Deliver/ *.properties
Run InsightsDBUtil for data source upgrade for Campaign and Deliver products.
Run Unica_home\Campaign\reports\schema\templates_sql_load.sql in Platform database.
Log in to the application and navigate to the following locations.
- For Campaign and Collaborate: Configuration > Report SQL Generator > Select Campaign Reports
- For Deliver: Configuration > Report SQL Generator > Select Deliver Reports
- For Interact: Configuration > Report SQL Generator > Select Interact Reports
Copy and replace the rpt design files for Campaign, Deliver, Interact, Collaborate, and Plan to the Platform/Reports/Insights/. For more configuration details, see the following sections.
For Campaign reports, navigate to Unica_home\Campaign\reports\ddl\<DB Type>\ directory and run sp_whatifofferperf.sql in Campaign system database.

Note: MariaDB is not supported, where the DB types are Oracle/SQLServer/DB2/OneDB.
Start the application server.

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