Upgrading the 8.x or 9.x model and installing new reports

Upgrading the 8.x or 9.x model and installing the new reports are the first steps that you must complete to upgrade your reports.

About this task

Note: In the following steps, CognosN refers to the Cognos® version number.

To upgrade the 8.x or 9.x model and install new reports, complete the following steps.

Procedure

  1. Browse to the Unica\ProductNameReportsPack\CognosN directory.
  2. Copy the reports archive .zip file, such as Unica Reports for Campaign.zip, to the directory where your Cognos® deployment archives are saved.

    The default location is the deployment directory under your Cognos® installation. The directory is specified in the Cognos® Configuration tool that is installed with the Cognos® Content Manager, for example: cognos\deployment.

    In a distributed Cognos® environment, the directory is a located on the system that runs the Content Manager.

  3. Copy the pre-upgrade version of the Unica Campaign model to a directory on the server where Framework Manager is installed.
    1. If the Reports Pack installation directory and Framework Manager are on different servers, locate the upgraded cognos11\model directory under the Reports Pack installation directory.
    2. Copy the appropriate upgrade.xml files to the directory on the server where Framework Manager is installed.
    3. Copy the translation folder of the updated model (from the old model) to the directory on the server where Framework Manager is installed.
    4. If prompted for replacement, click Yes.
  4. Optional: If you did not install your Unica product to the default C:\Unica directory on Windows, you must update the upgrade scripts.

    Modify the file path in each script for every language that your users need, for example:

    install_directory\ReportsPackCampaign\cognosN\CampaignModel\translations\L\translations.txt

    L is the two-letter language indicator:

    • fr
    • de
    • es
    • it
    • ja
    • ko
    • pt
    • ru
    • zh
    • zh-tw

    Edit the upgrade scripts for your product:

    Unica Campaign

    • upgrade85to86.xml
    • upgrade86to90.xml
    • upgrade90to91.xml
    • upgrade91to911.xml
    • upgrade911to9112.xml
    • upgrade912to100.xml

    Unica Deliver

    • upgrade86to90.xml
    • upgrade8604to91.xml
    • upgrade90to91.xml
    • upgrade91to911.xml
    • To upgrade from version 9.1.0.x.0.0 (x >= 2)
      • If you have not applied 9.1.0.2 Reports Feature Pack 1: upgrade9102to911.xml
      • If you applied 9.1.0.2 Reports Feature Pack 1: upgrade910201to911.xml

    Unica Interact

    • upgrade85to86.xml
    • upgrade86to90.xml
    • upgrade90to91.xml
    • upgrade91to911.xml
    • upgrade911to9112.xml

    Unica Campaign with Unica Plan

    • upgrade86to90.xml
    • upgrade90to91.xml
    • upgrade91to911.xml
    • upgrade911to9112.xml

    Unica Plan

    • upgrade85to86.xml
    • To upgrade from version 8.6 to version 9.0, depending on your database type:
      • For DB2®: upgrade86to90_DB2.xml
      • For Oracle: upgrade86to90_Oracle.xml
      • For SQL server: upgrade86to90_Sqlserver.xml
    • upgrade90to91.xml
    • upgrade91to911.xml
    • upgrade911to9112.xml

    Unica Collaborate

    • upgrade86to90.xml
    • upgrade911to9112.xml
  5. Open Cognos® Connection.
  6. Select Administer Cognos Content > Configuration > Content Administration.
  7. Click the New Import button on the toolbar and import the reports folder.
  8. Open Cognos® Framework Manager and open the project for the version from which you are upgrading.
  9. Select Project > Run Script.
  10. Run the scripts from the new version of your product. All scripts are in the ProductNameReportsPack\cognosN\ProductNameModel directory under your Unica product installation.
    Note: You must consider the following points for the 8.x or 9.x version from which you are upgrading:
    • You must run the preUpgrade_86_fromanyversion.xml script for upgrades from all versions except 8.6.
    • You cannot upgrade reports from any source version to a destination version. For example, to upgrade reports from version 9.0.0 to version 9.1.1, you must first upgrade from version 9.0.0 to version 9.1, and then upgrade from version 9.1 to version 9.1.1.
    • Only for Unica Deliver reports, you must upgrade from version 8.6.0.4 or later to 9.1 directly.

    Unica Campaign

    • preUpgrade_86_fromanyversion.xml
    • upgrade85to86.xml
    • upgrade86to90.xml
    • upgrade90to91.xml
    • upgrade91to911.xml
    • upgrade911to9112.xml
    • upgrade912to100.xml
    • upgradeto12103.xml

    Unica Deliver

    • upgrade86to90.xml
    • upgrade8604to91.xml
    • upgrade90to91.xml
    • upgrade91to911.xml
    • To upgrade from version 9.1.0.x.0.0 (x >= 2)
      • If you have not applied 9.1.0.2 Reports Feature Pack 1: upgrade9102to911.xml
      • If you applied 9.1.0.2 Reports Feature Pack 1: upgrade910201to911.xml

    Unica Interact

    • preUpgrade_86_fromanyversion.xml
    • upgrade85to86.xml
    • upgrade86to90.xml
    • upgrade90to91.xml
    • upgrade91to911.xml
    • upgrade911to9112.xml
    • upgrade912to9121.xml

    Unica Campaign with Unica Plan

    • upgrade86to90.xml
    • upgrade90to91.xml
    • upgrade91to911.xml
    • upgrade911to9112.xml

    Unica Plan

    • upgrade85to86.xml
    • To upgrade from version 8.6 to version 9.0, depending on your database type:
      • For DB2®: upgrade86to90_DB2.xml
      • For Oracle: upgrade86to90_Oracle.xml
      • For SQL server: upgrade86to90_Sqlserver.xml
    • upgrade90to91.xml
    • upgrade91to911.xml
    • upgrade911to9112.xml
    • upgradeto12103.xml

    Unica Collaborate

    • upgrade86to90.xml
    • upgrade911to9112.xml
  11. For Unica Deliver only: To upgrade Unica Deliver reports, complete the following steps:
    Note: If your database is DB2®, change the statement termination character from ; (semicolon) to ! (exclamation point).
    1. Browse to Campaign_ReportPack_Installer_Home\cognos11\ deliver-ddl\DB Type\Upgrade.
    2. Run the following scripts in the sequence shown:
      • To upgrade from 8.6.0.4 or later to 9.1:

        acer_tables_upgrade_dbname.sql. Search for the base version name and run the following script:

        --8.6.0.4 Updates--

      • To upgrade from 9.0 or later to 9.1:

        acer_tables_upgrade_dbname.sql. Search for the base version name and run the following script:

        --9.0.x Updates--

        acer_indexes_upgrade_dbname.sql. Search for the base version name and run the following script:

        --9.0.x Updates--

      • To upgrade from 9.1.0.x.0.0 (x >= 0) to 9.1.1:

        acer_tables_upgrade_dbname.sql. Search for the base version name and run the following script:

        --9.1.0.x updates (Not applicable for 9.1.0 Feature Pack 1 upgrade)--

        Note: If you applied the 9.1.0 Feature Pack 1, you do not need to run the table or index upgrade scripts.
    3. Browse to Campaign_ReportPack_Installer_Home\cognos11\deliver-ddl\DB Type and run the following script:

      acer_tables_upgrade_dbname.sql

      Note: You must run the acer_tables_upgrade_dbname.sql script for a both a fresh installation and an upgrade of reports.
      Note: If you use Microsoft SQL Server, you must drop the 8.6.0.4 version procedures before you complete this step.
    4. Use the Reports SQL Generator to generate report view scripts. For Microsoft SQL Server, generate views. For Oracle and DB2®, create materialized views.
    5. Run and schedule the stored procedures.
      Note: To ensure proper report performance, you must schedule the stored procedures to run regularly. For more information about Unica Deliver stored procedures, see For Unica Deliver only: How to schedule and run stored procedures.
  12. Publish the package to the Cognos® content store.
  13. For all Unica products, complete the following steps:
    1. Browse to File > Report Package.
    2. Select the appropriate reports package according to your product and click OK.
    3. Complete prompts on the report as necessary.
    4. After the report is validated, click Close in the Validation Response window.
  14. Run a report to test your upgrade.
    Note: You must publish the package after running model upgrade scripts.