Prerequisites

Before you install or upgrade any HCL® Marketing Software product, you must ensure that your computer complies with all of the prerequisite software and hardware.

System requirements

For information about system requirements, see the Recommended Software Environments and Minimum System Requirements guide.

In order for Opportunity Detect to connect to the DB2 database, the DB2 installation must include the install header files in the /home/db2inst1/include directory on client machine. To include the header files in the installation, select the Custom Install option when you install DB2 and select the Base Application Development Tools feature.

DB2 requirements

In order for Opportunity Detect to connect to the DB2 database, the DB2 installation must include the install header files in the home/db2inst1/include directory on client machine. To include the header files in the installation, select the Custom Install option when you install DB2 and select the Base Application Development Tools feature.

Network domain requirements

The HCL Marketing Software products that are installed as a suite must be installed on the same network domain to comply with the browser restrictions that are designed to limit the security risks that can occur with cross-site scripting.

Important: For best performance, install Contact Optimization on its own system, where no other HCL Marketing Software products are installed. Contact Optimization requires significant computation and data processing resources. You have the greatest control and flexibility for performance-tuning if you operate Contact Optimization in a dedicated environment.

JVM requirements

HCL Marketing Software applications within a suite must be deployed on a dedicated Java™ virtual machine (JVM). HCL Marketing Software products customize the JVM that is used by the web application server. If you encounter errors that are related to the JVM, you must create an Oracle WebLogic or WebSphere®a WebSphere domain that is dedicated to the HCL Marketing Software products.

Knowledge requirements

To install HCL Marketing Software products, you must have a thorough knowledge of the environment in which the products are installed. This knowledge includes knowledge about operating systems, databases, and web application servers.

Internet browser settings

Make sure that your internet browser complies with the following settings:
  • The browser must not cache web pages.
  • The browser must not block pop-up windows.

Access permissions

Verify that you have the following network permissions to complete the installation tasks:
  • Administration access for all necessary databases
    Note: Administrator must have CREATE, SELECT, INSERT, UPDATE, DELETE, and DROP rights for both tables and views.
  • Read and write access to the relevant directory and subdirectories for the operating system account that you use to run the web application server and HCL Marketing Software components
  • Write permission for all files that you must edit
  • Write permission for all directories where you must save a file, such as the installation directory and backup directory if you are upgrading
  • Appropriate read, write, and execute permissions to run the installer
  • Root access for the Linux™ operating system.

Verify that you have the administrative password for your web application server.

For UNIX™, all installer files for HCL® products must have full permissions, for example, rwxr-xr-x.

Note: If you are installing version 11.0 with non-root user permissions and you plan to install HCL Campaign using those non-root user credentials, then you must add that user into the Sudo list so that the GSKIT components are installed successfully. Refer to the HCL Campaign Installation Guide for more information.
Note: If you are performing a silent mode install, and you do not wish the system to prompt you for the SUDO Password, you could set a NOPASSWD for the SUDO user. If you do not set it, you are then prompted for the SUDO Password.For Windows installation - You can add the HCL Contact Optimization installation user to the administrators group.
The following additional permissions are necessary for UNIX:
  • The user account that installs Marketing Platform and Marketing Platform must be a member of the same group as the Campaign users. This user account must have a valid home directory, and have write permissions for that directory.
  • All installer files for HCL products must have full permissions, for example, rwxr-xr-x.

JAVA_HOME environment variable

If a JAVA_HOME environment variable is defined on the computer where you install an HCL Marketing Software product, verify that the variable points to a supported version of JRE. For information about system requirements, see the HCL Marketing Software Recommended Software Environments and Minimum System Requirements guide.

If the JAVA_HOME environment variable points to an incorrect JRE, you must clear the JAVA_HOME variable before you run the HCL Marketing Software installers.

You can clear the JAVA_HOME environment variable by using one of the following methods:
  • Windows™: In a command window, enter set JAVA_HOME= (leave empty) and press Enter.
  • UNIX: In the terminal, enter export JAVA_HOME= (leave empty) and press Enter.

You can clear the JAVA_HOME environment variable by running the following command in the terminal:

export JAVA_HOME= (leave empty)

The HCL Marketing Software installer installs a JRE in the top-level directory for the HCL Marketing Software installation. Individual HCL Marketing Software application installers do not install a JRE. Instead, they point to the location of the JRE that is installed by the HCL Marketing Software installer. You can reset the environment variable after all installations are complete.

For more information about the supported JRE, see the HCL Marketing Software Recommended Software Environments and Minimum System Requirements guide.

DETECT_HOME environment variable

The DETECT_HOME environment variable must point to the full path to the location where Opportunity Detect Run Time is installed, for example:

DETECT_HOME=/home/streamsadmin/OpDetection/

Marketing Platform requirement

You must install or upgrade Marketing Platform before you install or upgrade any HCL Marketing Software products. For each group of products that work together, you must install or upgrade Marketing Platform only once. Each product installer checks whether the required products are installed. If your product or version is not registered with Marketing Platform, a message prompts you to install or upgrade Marketing Platform before you proceed with your installation. Marketing Platform must be deployed and running before you can set any properties on the Settings > Configuration page.

Campaign requirement

You must install or upgrade and configure Campaign before you install or upgrade the Interact design time environment.

Campaign requirement

You must install or upgrade and configure Campaign before you install or upgrade Contact Optimization.

Note: For installations on UNIX, you might need to set the Djava.awt.headless property to true in your web application server. The setting is required only when you are unable to view Contact Optimization reports. See the HCL Campaign Installation Guide for details.

You do not need to prepare any additional data sources for Contact Optimization because Contact Optimization uses the Campaign system tables data source.

Campaign requirement

You must install or upgrade and configure Campaign before you install or upgrade Distributed Marketing.

Installation Manager requirement

Installation Manager (Version 1.6.2 or later) must be installed on your machine before you start installing Marketing Platform.