Upgrading from version 10.0 and above with automatic migration

Automatic migration allows the installer to run the SQL script and insert the configuration properties that are required to upgrade your Marketing Platform system tables. If your company policy does not allow automated updates to your system table database, you must use manual migration, described elsewhere in this guide.

Before you begin

Important: If you are upgrading from a version prior to 10.1, you must first upgrade to version 10.1 and then upgrade to version 11.0.1. For information about upgrading to version 10.1, see the IBM Marketing Platform 10.1 Upgrade Guide.

Ensure that you have the following installers in the same directory.

  • The HCL® Marketing Software master installer
  • The Marketing Platform installer

Use the following guidelines as a best practice.

  • Place the installers in the same directory where you originally placed the installers for the earlier versions of your products.
  • Remove any earlier versions of the HCL Marketing Software product installers from the directory to avoid having the master installer attempt to install the earlier versions.

About this task

Upgrading from version 10.0 and above is an in-place upgrade. In an in-place upgrade, you install the upgraded version of Marketing Platform to the directory where your current Marketing Platform is installed.

See Marketing Platform upgrade scenarios for information about upgrading from earlier versions.

Procedure

  1. Create a back-up copy of your Marketing Platform system table database.
    Important: Do not skip this step. If the upgrade operation fails, you cannot roll back your database and your data is corrupted.
  2. Undeploy your Marketing Platform deployment.
  3. Run the HCL Marketing Software master installer.
    The HCL Marketing Software master installer starts. Use the following instructions after theHCL Marketing Software master installer starts.
    • When the HCL Marketing Software master installer prompts you to choose an installation directory, choose the root installation directory, not the Marketing Platform installation directory, which is under this root directory.
    • When the HCL Marketing Software master installer prompts you to enter Marketing Platform database connection information, enter the information that pertains to your current Marketing Platform system tables.

    The HCL Marketing Software master installer pauses and launches the Marketing Platform installer.

  4. Complete the following steps while the Marketing Platform installer is running.
    1. When the Marketing Platform installer prompts you for an installation directory, select the directory of your current Marketing Platform installation, usually named Platform.
    2. Select Automatic database setup.
    3. Follow the remaining steps in the installation wizard and enter the requested information.
  5. Deploy your installation.
    Note: Pay close attention to the installation summary windows. If errors are reported, check the installer log files and contact HCL Marketing Software technical support if necessary.