Affinium NetInsight. Installation Guide. Version 7.4.x

Transcription

1 Affinium NetInsight Installation Guide Version 7.4.x

2 Copyright Copyright Unica Corporation All rights reserved. Unica Corporation Reservoir Place North 170 Tracer Lane Waltham, MA Examples and Data All software and related documentation is subject to restrictions on use and disclosure as set forth in the Unica Software License and Services Agreement, with restricted rights for U.S. government users and applicable export regulations. Companies, names, and data used in examples herein are fictitious unless otherwise noted. Trademarks and Patents Unica, the Unica logo, Affinium, MarketingCentral, MarketSoft, MarketSoft logo, DemandMore, Leads to Revenue, NetTracker, My NetTracker, and Ask NetTracker are registered trademarks of Unica Corporation with the U.S. Patent and Trademark Office. Affinium Campaign, Affinium Campaign Collaborate, Affinium Campaign emessage, Affinium Campaign Interact, Affinium Campaign Optimize, Affinium Detect, Affinium Leads, Affinium Leads Referral, Affinium Leads Contact, Affinium Model, Affinium NetInsight, Affinium Insight, Affinium Plan, Affinium Mart, AgencyCentral, Universal Dynamic Interconnect, Interconnect Modules, Marketic, Powering Marketing Success, Drill Anywhere, Marketing Objects, Trend Anything, Customer Value Maximization, MAP, One-to-One Optimization, and Right-time Marketing are trademarks of Unica Corporation. All other trademarks are the property of their respective owners. Portions of the software described in this document are covered by U.S. Patent Numbers: 6,317,752, 6,269,325, 6,542,894, and 6,782,390. The NetTracker and Affinium NetInsight products are licensed under the following patents and patent publications: US5,675,510, US6,115,680, US6,108,637, US5,796,952, US6,138,155, US6,653,696, US6,763,386, AU , BR , CA , EP , JP , MX193614, NO , AU735285, CA , CN , CN , CN , DK870234, DE , ES , AU727170, BR , CA , CN , IL131871, JP , KR341110, NZ337756, WO , EP , EP , EP , US , WO , US , US , WO Markup functionality in Affinium Plan is enabled through use of third-party software components from AdLib edocument Solutions and Adobe Acrobat. "Powered by AdLib." NOTICE: This document contains confidential and proprietary information of Unica Corporation ("Unica"). Use, duplication, or disclosure without the express written consent of Unica Corporation is prohibited.

3 Table of Contents Chapter 1 Getting Started 5 Before installing NetInsight... 5 Where to install NetInsight...6 If your serial number fails... 7 About UTF-8 support...7 About character sets... 8 Before installing NetInsight for Oracle... 9 Before installing NetInsight for DB Before installing NetInsight for MySQL...13 Before installing NetInsight for Microsoft SQL Server Before installing NetInsight for Netezza...14 Chapter 2 Installing Affinium NetInsight 15 To install NetInsight for Oracle on UNIX To install NetInsight for DB2 on UNIX...17 How to install NetInsight for MySQL on UNIX How to install NetInsight for SQLite on UNIX To install NetInsight on Windows...23 Chapter 3 Upgrading to Affinium NetInsight About upgrading to Affinium NetInsight How to upgrade to NetInsight 7.4 on a UNIX system...25 How to upgrade to NetInsight 7.4 on a Windows system...28 How to perform a partitioned upgrade to Affinium NetInsight Chapter 4 Database Troubleshooting 35 Common error messages during installation for Oracle...35 Common error messages during installation for DB Common error messages during installation for MySQL Common error messages during installation for Microsoft SQL Server Common error messages during installation for Netezza Affinium NetInsight Installation Guide iii

4 Table of Contents Chapter 5 Configuring Browsers 41 To configure Microsoft Internet Explorer 6.x...41 To configure Microsoft Internet Explorer To set MIME types for Internet Explorer...42 To print chart legends in color through Internet Explorer How to configure Mozilla Firefox Chapter 6 Configuring the Web Server 45 About Web server password protection...45 How to schedule NetInsight to run nightly About MIME types and exporting reports To enable the scripts directory in IIS To enable the scripts directory in IIS How to enable the scripts directory in IIS How to enable log file browsing with IIS 6.0 and IIS To set MIME types on IIS...49 How to set MIME types on Sun ONE/iPlanet To set MIME types on Apache Chapter 7 Configuring the Web Server Whose Log Files You Are Analyzing How to log browser and referrer information with IIS How to log browser and referrer information with Apache...54 How to log browser and referrer information with SunOne/iPlanet Chapter 8 Configuring Proxy Servers 57 About using the Cisco PIX proxy server...57 How to configure the Microsoft ISA server About using the Microsoft proxy server Chapter 9 Configuring Streaming Media Servers 59 About streaming media servers About support for the QuickTime streaming server About the RealSystem Server and the Helix Universal Server...59 About the SHOUTcast server Index 61 iv Affinium NetInsight Installation Guide

5 1 GETTING STARTED Key topics in this chapter include: Before installing NetInsight (Page 5) Where to install NetInsight (Page 6) If your serial number fails (Page 7) About UTF-8 support (Page 7) About character sets (Page 8) Before installing NetInsight for Oracle (Page 9) Before installing NetInsight for DB2 (Page 12) Before installing NetInsight for MySQL (Page 13) Before installing NetInsight for Microsoft SQL Server (Page 13) Before installing NetInsight for Netezza (Page 14) Before installing NetInsight Unlike most other Web analytics software, NetInsight is designed to run on a Web server and be accessed via a Web browser. Therefore, users do not need to install any software on their client machines to use the NetInsight reporting application. If you want NetInsight to run on IIS, you must configure some options within IIS before beginning the installation. If you want to install NetInsight on a Sun ONE/iPlanet Web server, you need to set up a CGI-BIN directory first. Affinium NetInsight Installation Guide 5

6 Chapter 1 : Getting Started Please contact Unica Technical Support before upgrading if your current installation uses any of the following: A partitioned schema A non-standard schema Data model extensions. NetInsight works best with the following browsers: Firefox 2.0 Microsoft Internet Explorer 6.x Microsoft Internet Explorer 7.0 Related Links How to configure Microsoft Internet Explorer 6.x (Page 41) How to configure Microsoft Internet Explorer 7.0 (Page 41) How to configure Mozilla Firefox 2.0 (Page 43) Where to install NetInsight Follow the guidelines below when installing NetInsight. Installation location The computer on which you install NetInsight must have a connection to the Internet so that the installer can contact Unica's remote license server for license key verification. Without an Internet connection, the installation will complete but you will be unable to use the product until such time as a connection is made and your license key is verified. If your server connects to the Internet via a proxy server, the installer will prompt you for your proxy server connection settings. Evaluation copies do not contact the remote license server and therefor do not require an Internet connection. While a Web server must be installed on the computer on which you install NetInsight, this is not required to be the same Web server that you are analyzing. If you choose not to install on your Web server, you must ensure that has access to your Web server's log files, either through a local network or through FTP. A Web server must be running on the computer on which you install NetInsight. 6 Affinium NetInsight Installation Guide

7 If your serial number fails The Windows 2000/XP/2003 version of NetInsight contains a built-in Web server, but this is not recommended for production deployment. With the built-in Web server, you cannot access NetInsight through a browser on another machine. If you are installing NetInsight under a Web site, or as its own site, you should test the site first using the default starting page, commonly index.html, to ensure that the site is functioning. NetInsight directories The directory paths where you install NetInsight depend on the configuration of your Web server. However, the following guidelines advise you where to install files relative to other files on your server. NetInsight uses three different directories: NetInsight HTML directory: Put this directory in its own subdirectory under your Web server's HTML document root. This is where NetInsight stores the reports it generates. NetInsight CGI-BIN directory: Put this directory in its own subdirectory under your Web server's CGI-BIN document root. On Windows 2000/XP/2003 running IIS, this would usually be under your Scripts directory. NetInsight program directory: Put this directory in any location. On Windows, the default is C:\Program Files\NetInsight; on UNIX, the default is /usr/local/netinsight. This directory contains the binary and configuration files, and, when using NetInsight with SQLite, database files. If your serial number fails In most cases, when the serial number fails, it is due to an error in entering the number. The safest way to enter the number is to copy it from the original message containing the serial number. Finally, make sure you download the correct version of NetInsight. The serial number you are given works only with the version you have purchased. About UTF-8 support NetInsight supports UTF-8 for Oracle, SQLite, and DB2 databases. NetInsight does not support UTF-8 for MySQL or Microsoft SQL Server databases. If you are planning on using UTF-8, you are encouraged to contact Unica technical support for additional guidance. Version 7.4.x 7

8 Chapter 1 : Getting Started About character sets Character sets map written characters to a number that can be stored electronically. Some character sets only contain characters for certain languages. For example, the character set Western European (ISO ) contains the characters in the Latin script and can represent most European languages, but not Arabic or Mandarin. The Unicode character set contains the characters needed to represent almost all written languages. NetInsight uses UTF-8, a common implementation of Unicode. About character sets in NetInsight There are several character sets that affect NetInsight: The character set of the data (log file or page tag) you are analyzing The character set specified in your external database application (unless you are using NetInsight for SQLite) The character set specified for the profile, which is used for the reports and the profile interface, and is also the character set used to send data to the database The character set specified in the administration options, which is used for the Profile Manager and the administrative options The character sets of your profiles must match the database's character set. If they do not match, you may end up with junk characters in your database. In most database applications, the character set is specified at the application level, so for the profile character set and the database character set to match, all of your profiles need to use the same character set. (This is not true of SQLite, which can use a different character set for each set of database tables.) Likewise, if the profile's character set is different than the Profile Manager character set, the profile title may not display properly in the Profile Manager. It is highly recommended that all of your settings use the same character set. The UTF-8 character set The UTF-8 character set is available if you are using an Oracle, SQLite, Netezza, or DB2 database. It is not available on SQL Server. If you are planning on using UTF-8, you are encouraged to contact Unica technical support for additional guidance. When to change character sets 8 Affinium NetInsight Installation Guide

9 Before installing NetInsight for Oracle NetInsight creates the database tables for a profile the first time it is updated. The database tables are created using the character set specified in the Locale options. You should not change the character set for a profile whose database has already been created. If you need to change the character set for an existing profile, contact Unica technical support. Which character set to use If you anticipate needing to analyze keywords or page titles in a variety of languages, you should consider using UTF-8 if it is available for your database. Otherwise, use the character set that is the best match for the data you are analyzing. Using the UTF-8 character set in Oracle If you are using an Oracle database and you want to use the UTF-8 character set, in the Nettracker.cfg file you must set the value of the environment variable named NLS_LANG to AMERICAN_AMERICA.AL32UTF8 before you import data into any of your profiles. For example: <envvars> <envvar name="oracle_home"> your Oracle home </envvar> <envvar name="nls_lang"> AMERICAN_AMERICA.AL32UTF8 </envvar> </envvars> This setting assumes that you are using AL32UTF8 (the Oracle UTF-8 character set supported by NetInsight) as the database and client character set. Before installing NetInsight for Oracle To install NetInsight, you need a valid user account for your Oracle database. This user account must have previously been granted the CONNECT role, and must have sufficient space available in the quota for the default tablespace. The amount of space available must be large enough to accommodate the total size of the logs you expect to process with NetInsight. Your database server must be running a supported version of Oracle. For a complete list of supported database versions, refer to the Supported Software Environments and Minimum System Requirements for Affinium NetInsight posted on the Unica Customer Central web site ( You must know the user name, password, and service name necessary to log into your Oracle database server from your computer to install NetInsight. Version 7.4.x 9

10 Chapter 1 : Getting Started If your computer is not currently configured as an Oracle client, consult the Oracle documentation for instructions. Database and client character sets The database and client character sets you use when creating your Oracle database can have a significant impact on NetInsight. The WE8ISO8859P1 and AL32UTF8 character sets are safe to use as both the database and the client character sets. If you are considering using AL32UTF8 or a different character set, you should first contact Unica technical support. If you do not know which character set you are using, contact your database administrator. The US7ASCII character set should never be used. Oracle 10gR2 configuration If you are using Oracle10gR2, you may find that NetInsight is unable to connect to the database, even though the NetInsight database user is granted the CONNECT role. With Oracle 10gR2, the CONNECT role is no longer sufficient for the NetInsight user to connect to the database. To enable successful database connections, you must grant the NetInsight user the following additional permissions: 10 Affinium NetInsight Installation Guide

11 Before installing NetInsight for Oracle CREATE SESSION This permission is needed to create a session. Oracle throws a ORA error when someone tries to connect to a database if this privilege is missing. ALTER SESSION This permission is needed to alter your current session in one of the following ways: To enable or disable the SQL trace facility To change the values of NLS parameters To change your DBMS session label in Trusted Oracle To change the default label format for your session To close a database link To send advice to remote databases for forcing an in-doubt distributed transaction To permit or prohibit procedures and stored functions from issuing COMMIT and ROLLBACK statements To change the goal of the cost-based optimization approach In a parallel server, to indicate that the session must access database files as if the session was connected to another instance CREATE SYNONYM This permission is needed to create a synonym. A synonym is an alternative name for a table, view, sequence, procedure, stored function, package, snapshot, or another synonym. CREATE VIEW This permission is needed to define a view, a logical table based on one or more tables or views. CREATE DATABASE LINK This permission is needed to create a database link. A database link is an object in the local database that allows you to access objects on a remote database or to mount a secondary database in read-only mode. The remote database can be either an Oracle or a non-oracle database. Version 7.4.x 11

12 Chapter 1 : Getting Started CREATE TABLE This permission is needed to create a table, the basic structure to hold user data, specifying the following information: Column definitions Integrity constraints The table's tablespace Storage characteristics An optional cluster Data from an arbitrary query CREATE CLUSTER This permission is needed to create a cluster. A cluster is a schema object that contains one or more tables that all have one or more columns in common. CREATE SEQUENCE This permission is needed to create a sequence. A sequence is a database object from which multiple users may generate unique integers. You can use sequences to automatically generate primary key values. Before installing NetInsight for DB2 Your database server must be running a supported version of DB2. For a complete list of supported database versions, refer to the Supported Software Environments and Minimum System Requirements for Affinium NetInsight posted on the Unica Customer Central web site ( You must know the user name, password, and database alias necessary to log onto your DB2 database server from your computer in order to complete the installation. If your computer is not currently configured as a DB2 client, consult the DB2 documentation for instructions. Database code page Your database should use a single-byte, case-sensitive, and accent-sensitive code page. You can use a UTF-8, IBM-1252 (on Windows systems) or ISO (on UNIX systems) code page. If you are considering using a different code page, you should first contact Unica technical support. 12 Affinium NetInsight Installation Guide

13 Before installing NetInsight for MySQL If you are planning on using UTF-8, you are encouraged to contact Unica technical support for additional guidance. Before installing NetInsight for MySQL To install NetInsight, you need a valid user account that can create and manipulate tables and indexes in your MySQL database. Your MySQL database must support the creation of tables using the InnoDB storage engine. Your database server must be running MySQL 4.1 or later. You must know the user name, password, server, and database name necessary to log into your MySQL database server from your computer in order to install NetInsight. If your computer is not currently configured as a MySQL client, consult the MySQL documentation for instructions. Database character set and collation The database character set and collation you use when creating your MySQL database can have a significant impact on NetInsight. The latin1 character set is safe to use as the database character set. If you are considering using a character set other than latin1, you should first contact technical support. If you do not know which character set you are using, contact your database administrator. Any case-sensitive or binary collation is safe to use as the collation. The latin1_bin collation is an example of an acceptable collation. Before installing NetInsight for Microsoft SQL Server To install NetInsight, you must have a valid user account for your SQL Server database. This user account must be granted the db_owner role on the database that you intend to use for NetInsight. The amount of space available must be large enough to accommodate the total size of the logs you expect to process with NetInsight. Your database server must be running a supported version of SQL Server. For a complete list of supported database versions, refer to the Supported Software Environments and Minimum System Requirements for Affinium NetInsight on the Unica Customer Central web site ( If your computer is not currently configured as a SQL Server client, consult the SQL Server documentation for instructions. Version 7.4.x 13

14 Chapter 1 : Getting Started SQL Server ODBC drivers Your computer must have version 3.7 or later of the SQL Server ODBC driver installed. Acceptable versions of the SQL Server ODBC driver are included in the SQL Server distribution and are installed when SQL Server is installed. You can also find acceptable SQL Server ODBC drivers in the Microsoft Data Access Components package version 2.1 or later. If your computer does not currently have the correct SQL Server ODBC driver installed, consult the SQL Server documentation or the Microsoft data access Web site for instructions. SQL Server case-sensitivity considerations A default SQL Server installation treats character strings in a case-insensitive and accent-insensitive manner due to the default sort order setting. However, the NetInsight database must be both case-sensitive and accent-sensitive. (The installation does not complete with a case-insensitive database.) A database using the Latin1_General_BIN collation order is recommended for Latin1 languages. Consult your SQL Server documentation for information and instructions on creating a case-sensitive database. Before installing NetInsight for Netezza To install NetInsight, you need a valid user account for your Netezza database. Your computer must also have the Netezza ODBC driver installed. For a complete list of supported database versions, refer to the Supported Software Environments and Minimum System Requirements for Affinium NetInsight posted on the Unica Customer Central web site ( You must know the user name, password, server, and database name necessary to log into your Netezza database server from your computer to install NetInsight. 14 Affinium NetInsight Installation Guide

15 2 INSTALLING AFFINIUM NETINSIGHT Key topics in this chapter include: To install NetInsight for Oracle on UNIX (Page 15) To install NetInsight for DB2 on UNIX (Page 17) How to install NetInsight for MySQL on UNIX (Page 19) How to install NetInsight for SQLite on UNIX (Page 21) To install NetInsight on Windows (Page 23) To install NetInsight for Oracle on UNIX Before proceeding with these instructions, you should read the topic Before installing NetInsight on Oracle (Page 9). The computer on which you install NetInsight must also have a Web server installed. NetInsight uses this Web server to serve reports. 1. Unpack the archive into a temporary directory. For example: gunzip NetInsight-7.4-Oracle-UNIX OS.tar.gz tar xvf NetInsight-7.4-Oracle-UNIX OS.tar 2. Change directories to the temporary directory. 3. Run the install program with the command./ntinstall. 4. Read and accept the license agreement. Affinium NetInsight Installation Guide 15

16 Chapter 2 : Installing Affinium NetInsight 5. Enter the following requested information when prompted. Your NetInsight serial number. The path to your Oracle client program directory (ORACLE_HOME). The user name, password, and service name for the Oracle database to which you are connecting. NetInsight tries to connect to the database. If it encounters difficulties, it displays an error message. The program directory for NetInsight to store executables. The HTML directory in which to store HTML reports. This directory must be under the document root for your Web server. The URL that corresponds to the HTML directory you specified. The CGI-BIN directory for NetInsight. This directory must be set up as a CGI-BIN directory within your Web server software. The URL that corresponds to the CGI-BIN directory you specified. 6. You are then prompted to indicate whether or not you want to configure the first profile during the installation process. If you enter Yes, follow the substeps below: a. Select the type of profile you would like to create. Select: 1 for Web server 2 for proxy server/firewall 3 for FTP server 4 for streaming media server b. Enter the profile configuration parameters for the first profile. 7. Specify whether you want to enter information about your server during the installation process. 16 Affinium NetInsight Installation Guide

17 To install NetInsight for DB2 on UNIX NetInsight needs this information if you want to reports to others or deliver error notifications via to the administrator you specify. If you choose not to configure mail server settings during installation, you can do so later through the Web interface. See the NetInsight User's Guide for instructions. If you enter Yes, enter this information: a. The host name or IP address of your mail server. b. The TCP port on which your mail server is installed, or press Enter to accept the default of port 25. c. The address from which all reports will be sent. d. The address of the individuals who should be notified of errors. Separate multiple addresses with commas. 8. You are then prompted to indicate whether or not you want to have profiles updated automatically each day. If you select a time of day from the list, the installation program generates an entry for you to add to your system's crontab file. After your review the values you entered and correct any mistakes, NetInsight finishes the installation and displays a URL for you to enter into your Web browser to begin. If you selected a time of day to have your profiles automatically updated, an entry to add to your system's crontab file appears. Related Links Common error messages during installation for Oracle (Page 35) To install NetInsight for DB2 on UNIX Before proceeding with these instructions, you should read the topic Before installing NetInsight for DB2 (Page 12). The computer on which you install NetInsight must also have a Web server installed. NetInsight uses this Web server to serve the NetInsight reports. 1. Unpack the archive into a temporary directory. For example: gunzip NetInsight-7.4-DB2-UNIX OS.tar.gz tar xvf NetInsight-7.4-DB2-UNIX OS.tar Version 7.4.x 17

18 Chapter 2 : Installing Affinium NetInsight 2. Change directories to the temporary directory. 3. Run the install program with the command./ntinstall. 4. Read and accept the license agreement. 5. Enter the following requested information when prompted. Your NetInsight serial number. The name of the instance for the DB2 client. The user name, password, and the database alias for the DB2 database to which you are connecting. NetInsight tries to connect to the database. If it encounters difficulties, it displays an error message (Page 36). The program directory for NetInsight, to store executables. The HTML directory in which to store HTML reports. This directory must be under the document root for your Web server. The URL that corresponds to the HTML directory you specified. The CGI-BIN directory for NetInsight. This directory must be set up as a CGI-BIN directory within your Web server software. The URL that corresponds to the CGI-BIN directory you specified. 6. You are then prompted to indicate whether or not you want to configure the first profile during the installation process. If you enter Yes, follow the substeps below: a. Select the type of profile you would like to create. Select: 1 for Web server 2 for proxy server/firewall 3 for FTP server 4 for streaming media server 18 Affinium NetInsight Installation Guide

19 How to install NetInsight for MySQL on UNIX b. Enter the profile configuration parameters for the first profile. 7. Specify whether you want to enter information about your server during the installation process. NetInsight needs this information if you want to reports to others or deliver error notifications via to the administrator you specify. If you choose not to configure mail server settings during installation, you can do so later through the We browser interface. If you select Yes, enter this information: a. The host name or IP address of your mail server b. The TCP port on which your mail server is installed, or press Enter to accept the default of port 25. c. The address from which all reports will be sent. d. The address of the people who should be notified of errors. Separate multiple addresses with commas. 8. You are then prompted to indicate whether or not you want to have profiles updated automatically each day. If you select a time of day from the list, the installation program generates an entry for you to add to your system's crontab file. After your review the values you entered and correct any mistakes, NetInsight finishes the installation and displays a URL for you to enter into your Web browser to begin. If you selected a time of day to have your profiles automatically updated, an entry to add to your system's crontab file appears. Related Links Common error messages during installation for DB2 (Page 36) How to install NetInsight for MySQL on UNIX Before installing NetInsight for MySQL (Page 13) 1. Unpack the archive into a temporary directory. For example: gunzip NetInsight-7.4-MySQL-UNIX OS.tar.gz tar xvf NetInsight-7.4-MySQL-UNIX OS.tar 2. Change directories to the temporary directory. Version 7.4.x 19

20 Chapter 2 : Installing Affinium NetInsight 3. Run the install program with the command./ntinstall. 4. Read and accept the license agreement. 5. Enter the following requested information when prompted. Your NetInsight serial number The user name, password, server, and database name for the MySQL database NetInsight tries to connect to the database. If it encounters difficulties, it displays an error message (Page 37). The program directory for NetInsight, to store executables. The HTML directory for NetInsight, to store HTML reports. This directory must be under the document root for your Web server. The URL that corresponds to the HTML directory you specified. The CGI-BIN directory for NetInsight. This directory must be set up as a CGI-BIN directory within your Web server software. The URL that corresponds to the CGI-BIN directory you specified. 6. You are then prompted to indicate whether or not you want to configure the first profile during the installation process. If you select Yes, follow the substeps below: a. Select the type of profile you would like to create. Select: 1 for Web server 2 for proxy server/firewall 3 for FTP server 4 for streaming media server b. Enter the profile configuration parameters for the first profile. 7. You are then prompted to indicate whether or not you want to enter information about your mail server during the installation process. 20 Affinium NetInsight Installation Guide

21 How to install NetInsight for SQLite on UNIX NetInsight needs this information if you want to reports to others or deliver error notifications via to the administrator you specify. If you choose not to configure mail server settings during installation, you can do so later through the We browser interface. If you select Yes, follow the substeps below: a. Enter the host name or IP address of your mail server b. Enter the TCP port on which your mail server is installed, or press Enter to accept the default of port 25. c. Enter the address from which all NetInsight reports will be sent. d. Enter the address of the people who should be notified of errors. Separate multiple addresses with commas. 8. You are then prompted to indicate whether or not you want to have profiles updated automatically each day. If you select a time of day from the list, NetInsight generates an entry for you to add to your system's crontab file. 9. Review the values you have entered, and correct any mistakes. crontab Related Links Common error messages during installation for MySQL (Page 37) How to install NetInsight for SQLite on UNIX The computer on which you install NetInsight must also have a Web server installed. NetInsight uses this Web server to serve reports. 1. Unpack the archive into a temporary directory. For example: gunzip NetInsight-7.4-SQLite-OS.tar.gz tar xvf NetInsight-7.4-SQLite-OS.tar 2. Change directories to the temporary directory. 3. Run the install program with the command./ntinstall. 4. Read and accept the license agreement. 5. Enter the following requested information when prompted. Version 7.4.x 21

22 Chapter 2 : Installing Affinium NetInsight Your serial number The program directory for NetInsight to store executables. The HTML directory for NetInsight to store HTML reports. This directory must be under the document root for your Web server. The URL that corresponds to the HTML directory you specified. The CGI-BIN directory for NetInsight. This directory must be set up as a CGI-BIN directory within your Web server software. The URL that corresponds to the CGI-BIN directory you specified. 6. You are then prompted to indicate whether or not you want to configure the first profile during the installation process. If you select Yes, follow the substeps below: a. Select the type of profile you would like to create. Select: 1 for Web server 2 for proxy server/firewall 3 for FTP server 4 for streaming media server b. Enter the profile configuration parameters for the first profile. 7. You are then prompted to indicate whether or not you want to enter information about your mail server during the installation process. NetInsight needs this information if you want to reports to others or deliver error notifications via to the administrator you specify. If you choose not to configure mail server settings during installation, you can do so later through the Web browser interface. If you select Yes, follow the substeps below: a. Enter the host name or IP address of your mail server b. Enter the TCP port on which your mail server is installed, or press Enter to accept the default of port Affinium NetInsight Installation Guide

23 To install NetInsight on Windows c. Enter the address from which all reports will be sent. d. Enter the address of the people who should be notified of errors. Separate multiple addresses with commas. 8. You are then prompted to indicate whether or not you want to have profiles updated automatically each day. If you select a time of day from the list, NetInsight generates an entry for you to add to your system's crontab file. 9. Review the values you have entered, and correct any mistakes. NetInsight finishes the installation and displays a URL for you to enter into your Web browser to begin. If you selected a time of day to have your profiles automatically updated, an entry to add to your system's crontab file appears. To install NetInsight on Windows Before proceeding with these instructions, review the prerequisites for your database system: Before installing NetInsight for SQL Server (Page 13) Before installing NetInsight for Netezza (Page 9) Before installing NetInsight for Oracle (Page 9) Before installing NetInsight for DB2 (Page 12) If you are using IIS 7.0, review the topic How to enable the scripts directory in IIS 7.0 (Page 47) before completing this task. If you want to install NetInsight on a computer that does not have a Web server, you can use the Web server built into by selecting No Web server is installed on this computer during the installation. However, if you use the built-in Web server, users can only view reports on the computer on which is installed. 1. Log in to the server console with administrative access rights. 2. Double-click the self-extracting archive. 3. Follow the on-screen instructions. Version 7.4.x 23

24 Chapter 2 : Installing Affinium NetInsight If you are using an Oracle database and installed the Oracle client immediately before installing NetInsight, you must reboot the server before you can use NetInsight. 24 Affinium NetInsight Installation Guide

25 3 UPGRADING TO AFFINIUM NETINSIGHT 7.4 Key topics in this chapter include: About upgrading to Affinium NetInsight 7.4 (Page 25) How to upgrade to NetInsight 7.4 on a UNIX system (Page 25) How to upgrade to NetInsight 7.4 on a Windows system (Page 28) How to perform a partitioned upgrade to Affinium NetInsight 7.4 (Page 30) About upgrading to Affinium NetInsight 7.4 You can upgrade to Affinium NetInsight 7.4 from: Affinium NetInsight 7.3.x, on UNIX and Windows systems Affinium NetInsight 7.2.x, on UNIX and Windows systems Affinium NetInsight 7.1.x, on UNIX and Windows systems To upgrade from Unica NetTracker 7.1.x you must first upgrade to Affinium NetInsight 7.1.x, then upgrade to Affinium NetInsight 7.4 You can only upgrade registered copies of NetInsight or NetTracker. You cannot upgrade evaluation copies. How to upgrade to NetInsight 7.4 on a UNIX system Affinium NetInsight Installation Guide 25

26 Chapter 3 : Upgrading to Affinium NetInsight 7.4 If you are performing an upgrade on a partitioned profile, please proceed first to the instructions for performing a partitioned upgrade. 1. Ensure that the computer on which NetInsight is installed meets the prerequisites described in "Getting Started." 2. Ensure that no profiles are currently being updated. 3. Back up your current installation. 4. If you are currently using a language pack, download the corresponding Unica Web Analytics language pack for Release 7.4. Please note that at the time of release, NetInsight 7.4 is only available in English. Language packs for NetInsight 7.4 are expected to be completed in the months following the release and users will be notified when they become available. 5. Unpack the archive into a temporary directory. For example: For SQLite: gunzip NetInsight-7.4-SQLite-OS.tar.gz tar xvf NetInsight-7.4-SQLite-OS.tar For Oracle: gunzip NetInsight-7.4-Oracle-OS.tar.gz tar xvf NetInsight-7.4-Oracle-OS.tar For DB2: gunzip NetInsight-7.4-DB2-OS.tar.gz tar xvf NetInsight-7.4-DB2-OS.tar For MySQL: gunzip NetInsight-7.4-MySQL-OS.tar.gz tar xvf NetInsight-7.4-MySQL-OS.tar 6. Run the ntupgrade program. For example: 26 Affinium NetInsight Installation Guide

27 How to upgrade to NetInsight 7.4 on a UNIX system./ntupgrade 7. Read and accept the license agreement. 8. When the installation program prompts you for the program directory, enter your current program directory. The default program directory is /usr/local/netinsight. 9. If the installation program prompts you for the language pack, type the full path to the Unica Web Analytics language pack for NetInsight 7.4 and press Enter. The installation program prompts you to confirm that you have backed up the installation from which you are upgrading. 10. Enter Yes only when you have backed up the listed directories. You are now prompted to choose whether to reprocess your log files or update your existing database. 11. If all of your original log data is available, you can reprocess your log files. Enter Yes to reprocess your log files, or No to upgrade your existing database. Reprocessing your log files enables you to take advantage of new features. However, reprocessing log files can take more time than upgrading an existing database. Previous configuration settings are always imported; data is only imported if you enter No. For editions other than SQLite, you are now prompted to choose whether to upgrade your database now or later. You can upgrade configuration files now, and run the SQL manually later to upgrade your database. If you have a partitioned database, you can upgrade configuration files now and run the partition tool afterwards. 12. Enter Yes to upgrade your database now, or No to upgrade your database later. If you are performing an upgrade on a partitioned database, select No. If you select Yes, the upgrade program generates and executes the upgrade SQL. If you select No, the upgrade SQL is generated but not executed. The upgrade SQL is stored in files named alter<release#>.sql and (for 7.2 upgrades only) alter_second<release#>.sql. Version-specific alter files are created for each NetInsight release in the upgrade path. For example, if you are upgrading from NetInsight 7.2 to 7.4, the following files are created: alter7.2.sql, alter_second7.2.sql, alter7.3.sql. The 7.2 files upgrade 7.2 to 7.3. The 7.3 files Version 7.4.x 27

28 Chapter 3 : Upgrading to Affinium NetInsight 7.4 upgrade 7.3 to 7.4. These files must be executed in release order. The alter files are created in program_directory/upgrade/sql/short_profile_name/. NetInsight confirms your settings and then upgrades your current installation. The upgrade process is logged to program_directory/ntupgrade.log. When the upgrade process is complete, your reports must be recalculated. You can recalculate your reports by viewing the imported profiles in your Web browser and clicking Update (the left-most icon in the group). If you prefer to use the command prompt, you can run the command nettracker all -update to recalculate all the reports for all profiles. Do not use the -regen command-line option to recalculate reports. You must also run the command nettracker all -reindex-missing. For information on database errors you might receive during the upgrade process, see the section for your database: To enable the Default Report and Default Profile features for users, you must assign the Interface : Icon : Default Reports and Interface : Icon : Default Profiles privileges to their roles. Related Links Common error messages during installation for Oracle (Page 35) Common error messages during installation for DB2 (Page 36) Common error messages during installation for MySQL (Page 37) How to upgrade to NetInsight 7.4 on a Windows system If you are performing an upgrade on a partitioned profile, please proceed first to the instructions for performing a partitioned upgrade. 1. Ensure that the computer on which NetInsight is installed meets the prerequisites described in "Getting Started." 2. Ensure that no profiles are currently being updated. 3. Back up your current installation. 4. Log on to the server console with administrative access rights. 5. If you are currently using a language pack, download the corresponding Unica Web Analytics language pack for NetInsight Release Affinium NetInsight Installation Guide

29 How to upgrade to NetInsight 7.4 on a Windows system Please note that at the time of release, NetInsight 7.4 is only available in English. Language packs for NetInsight 7.4 are expected to be completed in the months following the release and users will be notified when they become available. 6. Double-click the self-extracting archive. 7. When the installation program prompts you for the program directory, enter the current program directory. The default program directory is C:\Program Files\NetInsight. 8. If the installation program prompts you for the language pack, browse to the Unica Web Analytics language pack for Release 7.4. The installation program then prompts you to confirm that you have backed up the installation from which you are upgrading. 9. Click Yes only when you have backed up the listed directories. For editions other than SQLite, you are now prompted to choose whether to upgrade your database now or later. You can upgrade configuration files now, and run the SQL manually later to upgrade your database. If you have a partitioned database, you can upgrade configuration files now and run the partition tool afterwards. 10. Click Yes to upgrade your database now, or No to upgrade your database later. If you are performing an upgrade on a partitioned database, select No. If you click Yes, the upgrade program generates and executes the upgrade SQL. If you click No, the upgrade SQL is generated but not executed. The upgrade SQL is stored in files named alter<release#>.sql and (for 7.2 upgrades only) alter_second<release#>.sql. Version-specific alter files are created for each NetInsight release in the upgrade path. For example, if you are upgrading from NetInsight 7.2 to 7.4, the following files are created: alter7.2.sql, alter_second7.2.sql, alter7.3.sql. The 7.2 files upgrade 7.2 to 7.3. The 7.3 files upgrade 7.3 to 7.4. These files must be executed in release order. The alter files are created in program_directory/upgrade/sql/short_profile_name/. You are now prompted to choose whether to reprocess your log files or update your existing database. 11. If all of your original log data is available, you can reprocess your log files. Click Yes to reprocess your log files, or click No to update your existing database. Version 7.4.x 29

30 Chapter 3 : Upgrading to Affinium NetInsight 7.4 Reprocessing your log files enables you to take advantage of new features. However, reprocessing log files can take more time than upgrading an existing database. Previous configuration settings are always imported; data is only imported if you enter No. NetInsight confirms your settings and then upgrades your current installation. The upgrade process is logged to program_directory/ntupgrade.log. When the upgrade process is complete, your reports must be recalculated. You can recalculate your reports by viewing the imported profiles in your Web browser and clicking Update (the left-most icon in the group). If you prefer to use the command prompt, you can run the command nettracker all -update to recalculate all the reports for all profiles. Do not use the -regen command-line option to recalculate reports. You must also run the command nettracker all -reindex-missing. For information on database errors you might receive during the upgrade process, see the section for your database. To enable the Default Report and Default Profile features for users, you must assign the Interface : Icon : Default Reports and Interface : Icon : Default Profiles privileges to their roles. Related Links Common error messages during installation for SQL Server (Page 38) Common error messages during installation for Oracle (Page 35) Common error messages during installation for DB2 (Page 36) Common error messages during installation for MySQL (Page 37) Common error messages during installation for Netezza (Page 37) How to perform a partitioned upgrade to Affinium NetInsight 7.4 This task is for installations of NetInsight 7.3x, 7.2.x or 7.1.x with partitioned profiles using SQL Server or Oracle as the database. Before you begin this task: 30 Affinium NetInsight Installation Guide

31 How to perform a partitioned upgrade to Affinium NetInsight Back up your Oracle or SQL Server database. 2. Back up your current installation directory, including: The NetInsightdata directory and its subdirectories. The data directory is in the program directory. The default location of the program directory for Windows is C:\Program Files\NetInsight. The default location for UNIX is /usr/local/netinsight.) The HTML directory and its subdirectories (in your Web site's HTML or wwwroot directory). The CGI-BIN directory and its subdirectories (located in your Web server's CGI-BIN or scripts directory). 3. Ensure that: The Web server is not running. There are no.lck files or problems with any profiles. No profiles are currently being updated. Any UNIX cron jobs are temporarily disabled. To perform a partitioned upgrade: 1. For each partitioned profile, create a record in the <reportroot>_misc table with the values NoUpgrade and 1. This instructs the upgrade program to not upgrade the profile's schema. The reportroot is a table prefix that is unique for each profile. All the table names for a given profile start with the same reportroot which is based on the short profile name. Contact technical support if you need assistance determining the reportroot for a profile. 2. Run the upgrade program. The upgrade program asks if you want to upgrade your existing database or reprocess your log files. Your choice does not affect the profiles with the NoUpgrade entry in the Misc table. At the end of the upgrade program, you are instructed to update your profiles. Do not update any partitioned profiles at this time. 3. Select one of your partitioned profiles and create a NetInsight 7.4 schema definition file that is partitioned exactly like the 7.3, 7.2, or 7.1 partitioned schema definition file for this profile. For details, see "Creating a NetInsight Schema Definition File for a Partitioned Database" in the Affinium NetInsight Partitioning Guide. 4. If this is a profile whose Views and Visits tables were partitioned by day, remove the date column from the following indices in the 7.4 partitioned schema definition file: Version 7.4.x 31

32 Chapter 3 : Upgrading to Affinium NetInsight 7.4 The Vw_VDateIdx index on the Views table The SVw_VDateIdx index on the SpiderViews table The Vs_FVDateIdx index on the Visits table The SVs_FVDateIdx index on the SpiderVisits table 5. Add or modify the schema file element in the profile's configuration file to refer to the new schema definition file. 6. Make a copy of schema file for the profile type you are upgrading and modify it as described below (for example, if you are upgrading a web profile, the schema file is webschema.xml). Schema files are located at: program_directory/upgrade/. webschema.xml creates and/or restructures tables in partition upgrades. The file lists only the tables that will be upgraded or are affected by the upgrade. It contains an xml element for each upgrade. <tables fromversion="7.2" toversion="7.3"> <table name="retaction"> <tables fromversion="7.3" toversion="7.4"> a. Save the copied file under a different name of your choosing. You can save it to any location on the machine you are upgrading. b. As you did in step 3, modify the file so that it is partitioned exactly like your current partitioned schema definition file for the profile. You must modify the table definitions for all the sections you are upgrading from. For example, if you are upgrading from 7.2 to 7.4, modify the table definitions in both <tables fromversion="7.2" toversion="7.3"> and <tables fromversion="7.3" toversion="7.4">. For details, see "Creating a Schema Definition File for a Partitioned Database" in the Affinium NetInsight Partitioning Guide. 7. If you are upgrading on a Unix system, copy the ntupgrade executable into the program directory. If you are upgrading on a Windows system, the executable is in the program directory already. 8. Run the following command (all one line): ntupgrade partition i Path/to/schema_definition_file p short_profile_name -f from_version Where: 32 Affinium NetInsight Installation Guide