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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.
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 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 12.1.7 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.

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.

About this task

To avoid the issue of two Plan menus, complete the following steps:

Procedure

If you have not completed the upgrade, complete the following steps:
1. Run the upgrade installer.
2. After upgrade and before starting the web application server, complete the following steps for each locale:
  1. Check the file sysmenu.xml in the conf/locale location.
  2. If you find <menugroup id="projectmanagement">, replace it with <menugroup id="Operations">.
If you have completed the upgrade and the two Plan menus already exist, complete the following steps to fix the issue:
1. Stop the Plan web application.
2. Access the file sysmenu.xml from the conf/locale location.
3. In the file, if you find conf/locale/<menugroup id="projectmanagement">, remove the <menugroup id="Operations"> section within it, and rename <menugroup id="projectmanagement"> as <menugroup id="Operations">.
4. Perform Step c for all locales.
5. Restart the Plan web application.
6. From the Unica Platform homepage, navigate to Settings > Plan Settings
  The Administrative settings page appears.
7. Inside System administration settings and within Restrcited options, select Synchronize menus.
8. Restart both Unica Platform and Unica Plan.

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