IBM Leads Version 9 Release 1 October 25, Installation Guide

Transcription

1 IBM Leads Version 9 Release 1 October 25, 2013 Installation Guide

2 Note Before using this information and the product it supports, read the information in Notices on page 51. This edition applies to ersion 9, release 1, modification 0 of IBM Leads and to all subsequent releases and modifications until otherwise indicated in new editions. Copyright IBM Corporation 2004, US Goernment Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

3 Contents Chapter 1. Installation oeriew Installation Roadmap How the installers work Modes of installation Leads documentation and help Chapter 2. Planning the Leads installation Prerequisites IBM Leads Installation database information worksheet Chapter 3. Preparing the data source for IBM Leads Creating the Leads system table database or schema 9 IBM DB2 database tablespaces Configuring IBM DB2 on your database serer 10 Configuring the web application serers for your JDBC driers Creating JDBC connections in the web application serer Information for creating JDBC connections Chapter 4. Installing Leads Obtain required information about Marketing Platform and web component Installing Leads by using the GUI mode Installing Leads by using the console mode Installing Leads silently Sample response files Creating an EAR file after running the installer.. 24 Chapter 5. Configuring the IBM Leads Before Deployment Registering Leads manually Configure an connection Creating a mail resource in WebSphere Creating a mail resource in WebLogic Configuring WebSphere IHS serer: Adding port numbers to the Host Aliases list in WebSphere Application serer swap space (AIX, Solaris, and Linux only) Chapter 6. Deploying IBM Leads web application Guidelines for deploying Leads on WebSphere.. 31 WebLogic guidelines Configuring the IBM IHS web serer for SSL Enabling HTTP compression and SSL encryption 33 Enabling HTTP compression Adding SSL encryption Chapter 7. Configuring IBM Leads after deployment Creating Leads system user Logging in to the Admin console Creating Leads system tables Installing stored procedures Running the stored procedure SQL file for DB2 38 Initializing the database Configuring web serer information Enabling notifications for the Message Assistant.. 39 Reiewing Admin console settings Completing Leads configuration Adding Leads URL to Marketing Platform Backing up application directories Log files Admin console context root Configuring the context root for Leads and the Admin console Updating WebLogic with the context root Updating WebSphere with the context root Admin console Chapter 8. Localizing IBM Leads Conersions of Property file encodings Import non-iso data with Leads Integrator 44 Import non-iso data in batch mode Import non-iso data by using JSP mode 45 Import non-iso data by using Web Serices mode Extra notes for using LI to import non-iso characters Chapter 9. Uninstalling Leads Before you contact IBM technical support Notices Trademarks Priacy Policy and Terms of Use Considerations.. 53 Copyright IBM Corp. 2004, 2013 iii

4 i IBM Leads: Installation Guide

5 Chapter 1. Installation oeriew Installation Roadmap An installation of Leads is complete when you install, configure, and deploy Leads. The Leads Installation Guide proides detailed information about installing, configuring, and deploying Leads. Use the Installation Roadmap section to obtain a broad understanding about using the Leads Installation Guide. Use the installation roadmap to quickly find the information that you need for installing Leads. You can use Table 1 to scan the tasks that must be completed for installing Leads. The Description column in the following table proides links to the topics that describe the tasks for installing Leads: Table 1. Leads installation roadmap Topic Chapter 1, Installation oeriew Chapter 2, Planning the Leads installation, on page 5 Chapter 3, Preparing the data source for IBM Leads, on page 9 Description This topic proides the following information: How the installers work on page 3 Modes of installation on page 3 Leads documentation and help on page 3. This topic proides the following information: Prerequisites on page 5 IBM Leads Installation database information worksheet on page 6 This topic proides the following information: Creating the Leads system table database or schema on page 9 Configuring the web application serers for your JDBC driers on page 11 Creating JDBC connections in the web application serer on page 12 Copyright IBM Corp. 2004,

6 Table 1. Leads installation roadmap (continued) Topic Description Chapter 4, Installing Leads, on page 17 This topic proides the following information: Obtain required information about Marketing Platform and web component on page 17 Installing Leads by using the GUI mode on page 18 Installing Leads by using the console mode on page 21 Installing Leads silently on page 23 Creating an EAR file after running the installer on page 24 Chapter 5, Configuring the IBM Leads Before Deployment, on page 27 Chapter 6, Deploying IBM Leads web application, on page 31 Chapter 7, Configuring IBM Leads after deployment, on page 37 Chapter 8, Localizing IBM Leads, on page 43 Chapter 9, Uninstalling Leads, on page 47 This topic proides the following information: Registering Leads manually on page 27 Configure an connection on page 27 Configuring WebSphere on page 28 This topic proides the following information: Guidelines for deploying Leads on WebSphere on page 31 WebLogic guidelines on page 32 Enabling HTTP compression on page 34 This topic proides the following information: Creating Leads system user on page 37 Creating Leads system tables on page 37 Installing stored procedures on page 38 Initializing the database on page 39 Configuring web serer information on page 39 Enabling notifications for the Message Assistant on page 39 Admin console context root on page 41 This topic proides the following information: Conersions of Property file encodings on page 43 Import non-iso data with Leads Integrator on page 44 Import non-iso data by using Web Serices mode on page 45 Extra notes for using LI to import non-iso characters on page 46 This topic proides the information about how to uninstall Leads. 2 IBM Leads: Installation Guide

7 How the installers work Modes of installation You must use the suite installer and the product installer when you install any IBM EMM product. For example, for installing Leads, you must use the IBM EMM suite installer and the IBM Leads installer. Make sure that you use the following guidelines before you use the IBM EMM suite installer and the product installer: The suite installer and the product installer must be in the same directory on the computer where you want to install the product. When multiple ersions of a product installer are present in the directory with the master installer, the master installer always shows the latest ersion of the product on the IBM EMM Products screen in the installation wizard. If you are planning to install a patch immediately after you install an IBM EMM product, make sure that the patch installer is in the same directory as that of the suite and product installers. The default top-leel directory for IBM EMM installations is /IBM/EMM for UNIX or C:\IBM\EMM for Windows. Howeer, you can change the directory during installation. The IBM EMM suite installer can run in one of the following modes: GUI mode, console mode, or silent mode (also called the unattended mode). Select a mode that suits your requirements when you install Leads. GUI mode Use the GUI mode for Windows or the X Window System mode for UNIX to install Leads by using the graphical user interface. Console mode Use the console mode to install Leads by using the command-line window. Note: To display the Installer screens correctly in console mode, configure your terminal software to support UTF-8 character encoding. Other character encoding, such as ANSI, will not render the text correctly, and some information will not be readable. Silent mode Use the silent or unattended mode to install Leads multiple times. The silent mode uses response files for installation, and does not require user input during the installation process. Leads documentation and help IBM proides Leads documentation and help for users, administrators, and deelopers. Use the following table to get information about how to get started with Leads: Chapter 1. Installation oeriew 3

8 Table 2. Get up and running Task View a list of new features, known issues, and workarounds Install or upgrade Leads and deploy the Leads web application Documentation IBM Leads Release Notes One of the following guides: IBM Leads Installation Guide IBM Leads Upgrade Guide Use the following table to get information about how to configure and use Leads: Table 3. Configure and use Leads Task Set up and configure the system for users Adjust security settings Map tables, define offer templates and custom attributes Run utilities and perform maintenance Create and deploy marketing campaigns Analyze campaign results Documentation IBM Leads Administrator's Guide IBM Leads User's Guide Use the following table to get information about how to get help if you face issues when you use Leads: Table 4. Get help Task Open online help Obtain PDFs Get support Instructions 1. Choose Help > Help for this page to open a context-sensitie help topic. 2. Click the Show Naigation icon in the help window to display the full help. Use either of the following methods: Choose Help > Product Documentation to access Leads PDFs. Choose Help > All IBM EMM Suite Documentation to access all aailable documentation. Go to and click Support & downloads to access the IBM Support Portal. 4 IBM Leads: Installation Guide

9 Chapter 2. Planning the Leads installation Prerequisites When you plan your Leads installation, ensure that you hae set up your system correctly, and that you hae configured your enironment to deal with any failures. Before you install or upgrade any IBM EMM product, you must ensure that your computer complies with all the prerequisite software and hardware. System requirements For information about system requirements, see the Recommended Software Enironments and Minimum System Requirements guide. Network domain requirements The IBM EMM 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. JVM requirements IBM EMM applications within a suite must be deployed on a dedicated Jaa irtual machine (JVM). IBM EMM products customize the JVM that is used by the web application serer. If you encounter errors that are related to the JVM, you must create an Oracle WebLogic or WebSphere domain that is dedicated to the IBM EMM products. Knowledge requirements To install IBM EMM products, you must hae a thorough knowledge of the enironment in which the products are installed. This knowledge includes knowledge about operating systems, databases, and web application serers. 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 hae the following network permissions to complete the installation tasks: Administration access for all necessary databases Read and write access to the releant directory and subdirectories for the operating system account that you use to run the web application serer and IBM EMM components Write permission for all files that you must edit Copyright IBM Corp. 2004,

10 Write permission for all directories where you must sae a file, such as the installation directory and backup directory if you are upgrading Appropriate read/write/execute permissions to run the installer Verify that you hae the administratie password for your web application serer. For UNIX, all installer files for IBM products must hae full permissions, for example, rwxr-xr-x. JAVA_HOME enironment ariable If a JAVA_HOME enironment ariable is defined on the computer where you install an IBM EMM product, erify that the ariable points to a supported ersion of JRE. For information about system requirements, see the Recommended Software Enironments and Minimum System Requirements guide. Make sure that the JAVA_HOME enironment ariable points to JRE 1.6. If the JAVA_HOME enironment ariable points to an incorrect JRE, you must clear the JAVA_HOME ariable before you run the IBM EMM installers. You can clear the JAVA_HOME enironment ariable by using one of the following methods: Windows: In a command window, enter set JAVA_HOME= (leae empty) and press Enter. UNIX: In the terminal, enter export JAVA_HOME= (leae empty) and press Enter. export JAVA_HOME= (leae empty) After the enironment ariable is cleared, the IBM EMM installers use the JRE that is bundled with the installers. You can reset the enironment ariable after the installation is complete. Marketing Platform requirement You must install Marketing Platform before you install any IBM EMM products. For each group of products that work together, you must install Marketing Platform only once. Each product installer checks whether the required products are installed. If your product or ersion 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. IBM Leads Installation database information worksheet Use the Leads installation worksheet to gather information about the Leads database and about other IBM EMM products that are required for the installation of Leads. Use the IBM Leads database information worksheet to gather information about the database that contains your Leads system tables. Table 5. Leads database information worksheet Field Notes Database type 6 IBM Leads: Installation Guide

11 Table 5. Leads database information worksheet (continued) Field Notes Database name Database account user name Database account password JNDI name ODBC name Checklist for IBM Marketing Platform The installation wizards for each IBM EMM product must be able to communicate with the Marketing Platform system table database to register the product. Each time that you run the installer, you must enter the following database connection information for the Marketing Platform system table database: Database type JNDI name JDBC drier class JDBC connection URL JDBC drier class path on your computer Database host name Database port Database name or schema ID User name and password for the database account Information about web component Obtain the following information for all IBM EMM products that hae a web component, which you deploy on a web application serer: The protocol that is HTTP or HTTPS, if SSL is implemented in the web application serer. The name of the systems on which the web application serers are installed. You can hae one or seeral web application serers, depending on the IBM EMM enironment that you are setting up. The port on which the application serer listens. If you plan to implement SSL, obtain the SSL port. The network domain for your deployment system. For example, mycompany.com. IBM Site ID If you are installing an IBM EMM product in one of the countries listed on the Country for Install screen of your product installer, you must enter your IBM Site ID in the space proided. Your IBM Site ID can be found on one of the following documents: IBM Welcome letter Tech Support Welcome letter Proof of Entitlement letter Other communications that are sent when you purchase your software Chapter 2. Planning the Leads installation 7

12 IBM might use the data that is proided by the installed software to better understand how customers use our products and to improe customer support. The data that is gathered does not include any information that identifies indiiduals. Complete the following actions if you do not want to hae such information to be collected: 1. After Marketing Platform is installed, log on to Marketing Platform as a user with administration priileges. 2. Go to Settings > Configuration, and set the Disable Page Tagging property under the Platform category to True. 8 IBM Leads: Installation Guide

13 Chapter 3. Preparing the data source for IBM Leads You must set up the database and JDBC connection for the Leads system tables. Enter the details about the database when you run the IBM installer later in the installation process, so you can print and complete the data source information worksheet. Creating the Leads system table database or schema Create the database or schema for Leads with the help of your database administrator. After you create a schema, enter the correct information about it in the data source information worksheet. Complete the following steps to prepare the data sources for Leads: 1. Work with database administrator to create a database or a database schema for the Leads system tables. The following table proides information about endor-specific guidelines while creating a database or a database schema for the Marketing Platform system tables: Table 6. Guidelines for creating databases or schemas Database endor Oracle DB2 SQL Serer Guidelines Enable the auto commit feature for the open enironment. See the Oracle documentation for instructions. Set the database page size to at least 16k (32k if you need to support Unicode). See the DB2 documentation for instructions. Use either SQL Serer authentication only, or both SQL Serer and Windows authentication, because the Marketing Platform requires SQL Serer authentication. If necessary, change the database configuration so that your database authentication includes SQL Serer. Also be sure that TCP/IP is enabled in your SQL Serer. Note: If you plan to enable locales that use multi-byte characters (for example, Chinese, Korean, and Japanese), ensure that the database is created to support them. 2. Create a system user account. The account that you create must hae at least CREATE, SELECT, INSERT, UPDATE, DELETE, and DROP rights. 3. Obtain information about your databases or schemas and database accounts and then print and add the information to the Leads installation worksheet. You can use the information later in the installation process. Note: If your Leads installation must support non-ascii languages, the database must use UTF-8 encoding. Copyright IBM Corp. 2004,

14 If your Leads system tables are in SQL Serer, ensure that TCP/IP is enabled. The Leads application works only on case-sensitie collation; howeer, as best practice, use the Latin1_General_Bin collation. IBM DB2 database tablespaces The DB2 database manages Database-managed Space (DMS) tablespaces. A tablespace is a storage location that contains the data sets where the DB2 tables are stored. Create tablespaces for the IBM DB2 database before you install Leads. You can specify the following types of tablespaces for the application data: Online transaction Processing (OLTP) data tablespace. Use this tablespace to store the transactional data from the application. OLTP index tablespace. Use this tablespace to store the indexes that are created to access the OLTP data tables. Discussion Support System (DSS) data tablespace. Use this tablespace to store the OLTP data that is loaded into the DSS schema. The DSS schema organizes data from the OLTP to make it easier to generate reports of the application's actiity. DSS index tablespace. Use this tablespace to store the indexes that are created to access the DSS data tables. Make note of the names of the tablespaces and the name of the serer where you create the database. These tablespaces must exist before you install Leads. You must allocate at least 100 MB of space each for the OLTP data and DSS data tablespaces, and at least 50 MB each for the OLTP index and DSS index tablespaces. If you do not want to maintain all four tablespaces, you can specify the same tablespace for multiple fields in the installation program. For example, you can supply the same tablespace for both the OLTP data and OLTP index tables, or a single tablespace for all four types of tables. Allocate sufficient space for all the tables that are written to the tablespace. In addition, you must proide a temporary (TMP) tablespace of at least 10 MB. The database user that you specify when you install Leads must be associated with the tablespaces, or hae permissions to administer the tablespaces. The Leads application must be able to create schema in these tablespaces and write initial data to them. Configuring IBM DB2 on your database serer You must install and configure the IBM DB2 serer on your database serer for communication between the database and the Leads application. To configure the IBM DB2 serer, you must complete tasks such as adding enironment ariables, creating a blank database for Leads, and setting temporary table space for the database. Complete the following steps to configure IBM DB2 serer on your database serer: 1. Install and configure IBM DB2. Ensure that the database is configured for UTF-8 encoding. 2. Ensure that IBM DB2 is configured to use extended shared memory on the database serer. 10 IBM Leads: Installation Guide

15 Complete the following steps to configure IBM DB2 for extended memory: a. Add the enironment ariable EXTSHM to the DB2 enironment list. At a DB2 command prompt, type the following command: db2set DB2ENVLIST=EXTSHM b. Enable the enironment ariable EXTSHM so that it is set appropriately each time you log in to IBM DB2. In the file sqllib/db2profile, add the following lines: EXTSHM=ON export EXTSHM Restart the database serer to enable any changes. 3. Create a blank database for Leads to use. The temporary tablespace for the database must hae the following properties: Temporary table space must system-managed space (SMS) type. System Temporary data must be included in the table space contents. Page size must be at least bytes (32K). a. Set the SQL statement heap size (STMTHEAP) to at least 32K. 4. Assign the database user full DBA authority. At a minimum, the user you create for the Leads database must hae CONNECT and IMPLICIT_SCHEMA authority for the database. The following example command grants this authority to the user: GRANT CONNECT, IMPLICIT_SCHEMA ON DATABASE TO USER USER_NAME Note: When a new database is created, PUBLIC is gien IMPLICIT_SCHEMA database authority. This means that any user can create a schema by creating an object and specifying a schema name that does not exist. SYSIBM becomes the owner of the implicitly created schema and PUBLIC is gien the priilege to create objects in this schema. 5. Create table spaces for the Leads application data. Note the following information about this database for use during the installation process: Database name User name and password Leads can use to access the database Configuring the web application serers for your JDBC driers When you install Leads, configure the web application serer to use JDBC driers in your application. All the major database types support Leads system tables. Select the appropriate JDBC drier according to your database. Use the following procedure to obtain the correct JDBC driers for your Leads installation, and to configure your web application serer to use it. Important: Complete this procedure for eery web application serer where you plan to deploy your Leads products. 1. Obtain the latest endor-proided Type 4 JDBC driers that are supported by Leads. See the following reference table or tables for details. If the driers do not exist on the machine where the product is installed, obtain them and copy them to the machine or machines where you plan to deploy Leads web applications. You can copy them to any location on the machine where you plan to deploy the Leads product. To aoid potential path issues, unpack the driers in a path that does not include spaces. If you obtain the driers from a machine where the data source client is installed, erify that the ersion is the latest supported by IBM EMM. Chapter 3. Preparing the data source for IBM Leads 11

16 The following table lists the drier file name or names for database types that are supported for IBM EMM system tables. Database type File for jre 1.6 MS SQL Serer 2008, 2008 R2 Oracle 11gR1, Oracle 11gR2 IBM DB2 9.7 IBM DB Version 4.0 Type (sqljdbc4.jar) Oracle drier ersion (ojdbc6.jar), (ojdbc6.jar) DB2 JDBC drier ersion (db2jcc.jar) DB2 JDBC drier ersion (db2jcc.jar) 2. Include the full path to the driers in the class path of the web application serers where you plan to deploy Leads, as follows. For all supported ersions of WebLogic, set the class path in the setdomainen script in the WebLogic_domain_directory/bin directory where enironment ariables are configured. Your drier entry must be the first entry in the class path list of alues, before any existing alues, to ensure that the web application serer uses the correct drier. For example: UNIX CLASSPATH="/home/oracle/product/10.2.0/jdbc/lib/ojdbc14.jar: ${PRE_CLASSPATH}${CLASSPATHSEP}${WEBLOGIC_CLASSPATH} ${CLASSPATHSEP}${POST_CLASSPATH}${CLASSPATHSEP}${WLP_POST_CLASSPATH}" export CLASSPATH Windows set CLASSPATH=c:\oracle\jdbc\lib\ojdbc14.jar;%PRE_CLASSPATH%; %WEBLOGIC_CLASSPATH%;%POST_CLASSPATH%;%WLP_POST_CLASSPATH% For all supported ersions of WebSphere, include the full path to the driers in the class path. To include the full path of your database driers in the class path, you must go to Application serers > serer1 > Process definition > Jaa Virtual Machine. 3. Restart the web application serer so your changes take effect. During startup, monitor the console log to confirm that the class path contains the path to the database drier. Creating JDBC connections in the web application serer The Leads web application must be able to communicate with its system table database and with the Marketing Platform system table database by using JDBC connections. You must create JDBC connections in the web application serer or to the serers where you plan to deploy Leads. You must create JDBC connections in each of the web application serers where Leads is deployed. The following table describes the required JDBC connections. Required JDBC connection Leads system tables Required JNDI name WebLogic: jdbc/leadsdata WebSphere: LeadsData Marketing Platform system tables UnicaPlatformDS Use the following guidelines when you create JDBC connections: 12 IBM Leads: Installation Guide

17 When the Leads system tables are created in a different schema from the default schema of the database login user, you must specify that non-default schema name in the JDBC connection that is used to access the system tables. For all deployments by using WebLogic, you must set Connection Pool properties for the Leads data source as follows. Initial Capacity: 15 Maximum Capacity: 250 Capacity Increment: 5 You must tune Connection Pool properties, which are based on your requirements. For all deployments by using WebSphere, you must set Connection Pool properties for the Leads data source as follows. Maximum Connections: 250 Minimum Connections: 25 Reap Time: 5 Information for creating JDBC connections Use default alues when you create JDBC connections if specific alues are not proided. For more information, see the application serer documentation. Note: If you are not using the default port setting for your database, make sure that you change it to the correct alue. WebLogic Use the following alues if your application serer is WebLogic: SQLSerer Database Drier: Microsoft MS SQL Serer Drier (Type 4) Versions: 2008, 2008R2 Default port: 1433 Drier class: com.microsoft.sqlserer.jdbc.sqlsererdrier Drier URL: jdbc:sqlserer:// <your_db_host>:<your_db_port>;databasename=<your_db_name> Properties: Add user=<your_db_user_name> Oracle 11 and 11 g Drier: Other Default port: 1521 Drier class: oracle.jdbc.oracledrier Drier URL: jdbc:oracle:thin:@<your_db_host>:<your_db_port>:<your_db_serice_name> Enter the drier URL by using the format that is shown. IBM EMM applications do not allow the use of Oracle's RAC (Real Application Cluster) format for JDBC connections. Properties: Add user=<your_db_user_name> DB2 Drier: Other Default port: Chapter 3. Preparing the data source for IBM Leads 13

18 Drier class: com.ibm.db2.jcc.db2drier Drier URL: jdbc:db2://<your_db_host>:<your_db_port>/<your_db_name> Properties: Add user=<your_db_user_name> WebSphere Use the following alues if your application serer is WebSphere: SQLSerer Drier: N/A Default port: 1433 Drier class: com.microsoft.sqlserer.jdbc.sqlsererconnectionpooldatasource Drier URL: N/A In the Database Type field, select User-defined. After you create the JDBC Proider and data source, go to the Custom Properties for the data source, and add, modify properties as follows. serername=<your_sql_serer_name> portnumber =<SQL_Serer_Port_Number> databasename=<your_database_name> Add the following custom property: Name: webspheredefaultisolationleel Value: 1 Datatype: Integer Oracle 11 and 11 g Drier: Oracle JDBC Drier Default port: 1521 Drier class: oracle.jdbc.oracledrier Drier URL: jdbc:oracle:thin:@<your_db_host>:<your_db_port>:<your_db_serice_name> Enter the drier URL by using the format that is shown. IBM EMM applications do not allow the use of Oracle's RAC (Real Application Cluster) format for JDBC connections. DB2 Drier: DB2 Uniersal JDBC Drier Proider Default port: Drier class: com.ibm.db2.jcc.db2drier Drier URL: jdbc:db2://<your_db_host>:<your_db_port>/<your_db_name> Add the following custom property: Name: webspheredefaultisolationleel 14 IBM Leads: Installation Guide

19 Value: 2 Datatype: Integer Chapter 3. Preparing the data source for IBM Leads 15

20 16 IBM Leads: Installation Guide

21 Chapter 4. Installing Leads You must run the IBM EMM installer to start the installation of Leads. The IBM EMM installer starts the Leads installer during the installation process. Make sure that the IBM EMM installer and the product installer are saed at the same location. Each time that you run the IBM EMM Suite installer, you must first enter database connection information for the Marketing Platform system tables. When the Leads installer starts, you must enter the required information for Leads. After installing Leads, you can create an EAR file for your product, and you can install the reports package for your product. Creating the EAR file and installing the reports package are not mandatory actions. Important: Before you install Leads, make sure that the aailable temporary space on the computer where you install Leads is more than three times the size of the Leads installer. Installation files The installation files are named according to the ersion of the product and the operating system on which they must be installed, except UNIX. For UNIX, different installation files exist for the X Window System mode and the console mode. The following table displays examples of the installation files that are named according to the product ersion and the operating system: Table 7. Installation files Operating system Windows: GUI and console mode UNIX: X Window System mode UNIX: Console mode Installation file Product_N.N.N.N_win.exe, where Product is the name of your product, N.N.N.N is the ersion number of your product, and Windows 64-bit is the operating system on which the file must be installed. Product_N.N.N.N_solaris.bin, where Product is the name of your product, and N.N.N.N is the ersion number of your product. Product_N.N.N.N.bin, where Product is the name of your product, and N.N.N.N is the ersion number of your product. This file can be used for installation on all UNIX operating systems. Obtain required information about Marketing Platform and web component When you install Leads, you must first enter information for connecting to the Marketing Platform system table database. Copyright IBM Corp. 2004,

22 Gather the following information that you must enter when you run the Leads installer. Marketing Platform information Leads uses IBM Marketing Platform for authentication. During the installation process, the Leads installer communicate with the Marketing Platform database. You must enter the following database connection information for the Marketing Platform system table database. Database type. Database host name. Database port. Database name or schema ID. User name and password for the database account. Web component information You must obtain the following information about the application serer or serers where you plan to deploy Leads: The names of the computers on which the web application serers are installed. You might hae one or seeral computers, depending on the enironment you are setting up. The port on which the application serer listens. If you plan to implement SSL, obtain the SSL port. The network domain on which your deployment machines reside. For example, mycompany.com. Installing Leads by using the GUI mode For Windows, use the GUI mode to install Leads. For UNIX, use the X Window System mode to install Leads. Important: Before you use the GUI mode to install Leads, make sure that the aailable temporary space on the computer where you install Leads is more than three times the size of the Leads installer. Make sure that the IBM EMM installer and the Leads installers are in the same directory on the computer where you want to install Leads. To install Leads by using the GUI mode (for Windows) or the X Window System mode (for UNIX): 1. Go to the folder where you hae saed the EMM installer and double-click the installer to start it. 2. Click OK on the first screen to see the Introduction window. 3. Follow the instructions on the installer, and click Next. Use the information in the following table to take the appropriate actions on each window in the EMM installer. 18 IBM Leads: Installation Guide

23 Table 8. EMM installer GUI Window Introduction Response Files Destination Description This is the first window of the IBM EMM suite installer. You can open the Leads installation and upgrade guides from this window. Click Next to go to the next window. Click the Generate Response File check box if you want to generate response files for your product. Response files store the information that is necessary for the installation of your product. You can use response files for an unattended installation of your product. Click Choose to browse to a location where you want to store the response files. IBM EMM Products Click Next to go to the next window. In the Install Set list, select Custom to select the products that you want to install. In the Install Set area, you can see all the products whose installation files are in the same directory on your computer. In the Description field, you can iew the description of the product that you select in the Install Set area. Installation Directory Select Application Serer Platform Database Type Platform Database Connection Click Next to go to the next window. Click Choose to browse to the directory where you want to install IBM EMM. Click Next to go to the next window. Select one of the following application serers for the installation: IBM WebSphere Oracle WebLogic Click Next to go to the next window. Select the appropriate Marketing Platform database type. Click Next to go to the next window. Enter the following information about your database: Database host name Database port Database name or System ID (SID) Database user name Database password Click Next to go to the next window. Chapter 4. Installing Leads 19

24 Table 8. EMM installer GUI (continued) Window Platform Database Connection (continued) Description Reiew and confirm the JDBC connection. Click Next to go to the next window. Preinstallation Summary Reiew and confirm the alues that you added during the installation process. Click Install to start the installation process. The Marketing Platform installer opens. If a preious instance of Marketing Platform exists, the instance is upgraded to the current ersion. If a preious instance of Marketing Platform does not exist, Marketing Platform is installed. 4. Follow the instructions on the Marketing Platform installer to install or upgrade Marketing Platform. See IBM EMM Marketing Platform Installation Guide for more information. 5. In the Installation Complete window, click Done. The Marketing Platform installation is complete, and the Leads installer opens. 6. Use the information in the following table to naigate the Leads installer. In the Platform Database Connection window, enter all the required information and click Next to start the Leads installer. Table 9. IBM Leads installer GUI Window Introduction Description This is the first window of the Leads installer. You can open the Leads installation and upgrade guides from this window. Click Next to go to the next window. Software License Agreement Installation Directory Carefully read the agreement. Use Print to print the agreement. Click Next after you accept the agreement. Click Choose to browse to the directory where you want to install Leads. Click Next to go to the next window. Leads Components Select the components that you want to install. Click Next to go to the next window. Default Locale Select a default locale for your installation. English is selected by default. Click Next to go to the next window. Pre-Installation Summary Reiew and confirm the alues that you added during the installation process. Click Install to start the installation process. The Leads installer opens. 20 IBM Leads: Installation Guide

25 Table 9. IBM Leads installer GUI (continued) Window Installation Complete Description Click Done to close the Marketing Platform installer and go back to the IBM EMM installer. 7. In the Installation Complete window, click Done to exit the Leads installer and go back to the EMM installer. 8. Follow the instructions on the EMM installer to finish installing Leads. Use the information in the following table to take the appropriate actions on each window in the EMM installer. Table 10. EMM installer GUI Window Deployment EAR file Description Specify whether you want to create an enterprise archie (EAR) file to deploy your Leads. Click Next to go to the next window. Package EAR file You can see this window if you select Create an EAR file for deployment in the Deployment EAR file window. Select the applications that you want to package in the EAR file. EAR file details EAR file details (continued) Enter the following information for your EAR file: Enterprise application identifier Display name Description EAR file path Select Yes or No to create an additional EAR file. If you select Yes, you must enter the details for the new EAR file. Click Next to complete the installation of your product. Deployment EAR file Specify whether you want to create another EAR file to deploy your IBM EMM products. Click Next to go to the next window. Installation Complete This window proides the locations of the log files that are created during installation. Click Preious if you want to change any installation details. Click Done to close the IBM EMM installer. Installing Leads by using the console mode Use the console mode to install Leads by using the command-line window. You can select arious options in the command-line window to complete tasks such as selecting the products to install, or selecting the home directory for the installation. Chapter 4. Installing Leads 21

26 Before you install Leads, make sure that you hae configured the following elements: An application serer profile A database schema. To display the Installer screens correctly in console mode, configure your terminal software to support UTF-8 character encoding. Other character encoding, such as ANSI, will not render the text correctly, and some information will not be readable. Complete the following actions to install Leads by using the command-line window: 1. Open a command-line prompt window and naigate to the directory where you hae saed the IBM EMM installer and the Leads installer. 2. Complete one of the following actions: For Windows, enter the following command: ibm_emm_installer_full_name -i console For example, IBM_EMM_Installer_ i console For Unix, inoke the ibm_emm_installer_full_name.sh file. For example: IBM_EMM_Installer_ sh 3. Follow the directions that are displayed in the command-line prompt. Use the following guidelines when you hae to select an option in the command-line prompt: The default options are defined by the symbol [X]. To select or clear an option, type the number that is defined for the option, and then press Enter. For example, suppose the following list displays the components that you can install: 1 [X] Marketing Platform 2 [X] Campaign 3 Contact Optimization 4 Interaction History If you want to install Interaction History, and do not want to install Campaign, enter the following command: 2,4 The following list would then display the options that you selected: 1 [X] Marketing Platform 2 Campaign 3 Contact Optimization 4 [X] Interaction History Note: Do not clear the option for Marketing Platform unless you hae already installed it. 4. The IBM EMM installer launches the Leads installer during the installation process. Follow the instructions in the command-line prompt window of the Leads installer. 5. After you enter quit in the Leads installer command-line prompt window, the window shuts down. Follow the instructions in the command-line prompt window of the IBM EMM installer to complete the installation of Leads. 22 IBM Leads: Installation Guide

27 Installing Leads silently Note: If any error occurs during the installation, a log file is generated. You must exit the installer to iew the log file. Use the unattended or silent mode to install Leads multiple times. Before you install Leads, make sure that you hae configured the following elements: An application serer profile A database schema When you install Leads by using the silent mode, response files are used to obtain the information that is required during installation. You must create response files for a silent installation of your product. You can create response files by using one of the following methods: Using the sample response files as a template for creating your response files. The sample response files are included with your product installers in the ResponseFiles compressed archie. For more information about sample response files, see Sample response files on page 24. Running the product installers in the GUI (Windows) or X Window System (UNIX) mode or the console mode before you install the product in the silent mode. One response file is created for the IBM EMM suite installer, and one or more response files are created for your product installer. The files are created in the directory that you specify. Important: For security reasons, the installer does not sae database passwords in the response files. When you create response files, you must edit each response file to enter database passwords. Open each response file and search for PASSWORD to find where you must edit the response file. When the installer runs in the silent mode, it looks for the response files in the following directories sequentially: In the directory where the IBM EMM installer is saed. In the home directory of the user who installs the product Make sure that all response files are in the same directory. You can change the path where response files are read by adding arguments to the command line. For example: -DUNICA_REPLAY_READ_DIR="myDirPath" -f mydirpath/ installer.properties Use the following command for Windows: IBM_EMM_installer_full_name -i silent For example: IBM_EMM_Installer_ _win.exe -i silent Use the following command for Unix or Linux: IBM_EMM_installer_full_name_opertating_system.bin -i silent For example: IBM_EMM_Installer_9.1.0_unix.bin -i silent Chapter 4. Installing Leads 23

28 Sample response files You must create response files to set up a silent installation of Leads. You can use sample response files to create your response files. The sample response files are included with the installers in the ResponseFiles compressed archie. The following table proides information about sample response files: Table 11. Description of sample response files Sample response file installer.properties installer_product intials and product ersion number.properties Description The sample response file for the IBM EMM master installer. The sample response file for the Leads installer. For example, installer_uln.n.n.n.properties is the response file of the Leads installer, where n.n.n.n is the ersion number. installer_report pack initials, product initials, and ersion number.properties The sample response file for the reports pack installer. For example, installer_urpl.properties is the response file of the Leads reports pack installer. Creating an EAR file after running the installer 24 IBM Leads: Installation Guide You create EAR files after you install IBM EMM products. You might do this to hae a different combination of products in EAR file. Note: Run the installer in console mode from the command line. Use the following procedure if you want to create an EAR file after you install IBM EMM products: 1. If this is the first time you are running the installer in console mode, make a backup copy of the installer's.properties file for each of your installed products. Each IBM product installer creates one or more response files with a.properties extension. These files are in the same directory where you placed the installers. Be sure to back up all files with the.properties extension, including the installer_productersion.properties files and the file for the IBM installer itself, which is named installer.properties. If you plan to run the installer in unattended mode, you must back up the original.properties files, because when the installer runs in unattended mode, it clears these files. To create an EAR file, you need the information that the installer writes in the.properties files during the initial installation. 2. Open a command window and change directories to the directory that contains the installer. 3. Run the installer executable with this option: -DUNICA_GOTO_CREATEEARFILE=TRUE On UNIX type systems, run the.bin file rather than the.sh file. The installer wizard runs. 4. Follow the instructions in the wizard.

29 5. Before you create more EAR files, oerwrite the.properties file or files with the backups you created before you ran in console mode for the first time. Chapter 4. Installing Leads 25

30 26 IBM Leads: Installation Guide

31 Chapter 5. Configuring the IBM Leads Before Deployment Registering Leads manually You must configure the IBM Leads before you deploy the web application. You must register Leads if the Leads installer cannot connect to the Marketing Platform database during the installation process. The configtool utility imports menu items and sets configuration properties. You must run the configtool utility as many times as there are files. Run the configtool utility, by using the following example commands as guidelines: configtool.bat - -i -p "Affinium" -f "full_path_to_leads_installation_directory\conf\leads_configuration.xml" configtool.bat - -i -p "Affinium" -f "full_path_to_leads_installation_directory\conf\leads_registration.xml" configtool.bat - -i -p "Affinium suite uinaigation mainmenu" -f "full_path_to_leads_installation_directory\conf\leads_naigation_menu.xml" configtool.bat - -i -p "Affinium suite uinaigation mainmenu Analytics" -f "full_path_to_leads_installation_directory\conf\ leads_naigation_analytics.xml" configtool.bat - -i -p "Affinium suite uinaigation settingsmenu" -f "full_path_to_leads_installation_directory\conf\ admin_naigation_settings.xml" Configure an connection Leads connects to an serer that is proided by the application serer to proide authentication. If you plan to use the Leads Message Assistant, configure a connection as described in the procedure. Creating a mail resource in WebSphere If you plan to deploy Leads on WebSphere, and if you plan to use the Leads Message Assistant feature, configure the mail session. Complete the following steps to create an resource in WebSphere: 1. Access the WebSphere Administration Console. 2. Expand Resources > Mail, and click Mail sessions. 3. Click New. 4. Enter a name for the mail session. 5. Enter mail/leads for the JNDI name. 6. For WebSphere 8.x, enter the mail serer name in the Serer field in Outgoing Mail Properties and Incoming Mail Properties. Copyright IBM Corp. 2004,

32 Note: Both mail properties in WebSphere 7.0 are the same in WebSphere Click Apply, and then click Sae directly to the master configuration. Creating a mail resource in WebLogic Create a mail resource and configure the mail session if you plan to deploy Leads on WebLogic and use the Message Assistant feature. Configuring WebSphere Complete the following steps to create a mail resource in WebLogic: 1. In the WebLogic Administration Console, select Serices > Mail Sessions > New. 2. Enter a name for the mail session and click OK. 3. Click the mail session name on the Summary of Mail Sessions page and complete the fields with the following information: JNDI name:mail/leads JaaMail Properties: Enter a connection path for the mail serer For example:mail.host= serer.corporation.com Optional: Enter more JaaMail properties for your configuration and then click Sae. On the Targets tab, select the serer where you plan to deploy Leads. Complete the following tasks to configure WebSphere before you deploy IBM Leads. IHS serer: Adding port numbers to the Host Aliases list in WebSphere For the IBM HTTP Serer (IHS) web serer, complete the following steps to add port numbers to the Host Aliases list in the default serer for the web serer: 1. In the WebSphere Administratie Console, expand the Enironment category and go to Virtual Hosts > default host > Host Aliases > New. 2. On the New page, complete the following steps: a. In the Host Name field, add an asterisk (*). b. In the Port field, add the port number for your web serer. IHS is configured to listen to this port. Supply the port in the URL that you enter in a web browser to start Leads. c. Click Apply. 3. If you are enabling SSL for encryption, repeat the steps 1 and 2 to create a Host Alias and add the SSL port to the irtual host list. Typically, port number 443 is assigned to the SSL connection. 4. Sae your changes and complete the following steps to update the web serer plug-in: a. On the left side of the administratie console, expand the Serers category, and click Web Serers. b. Select the check box next to the serer. c. Click Generate Plug-in. d. Click Propagate Plug-in if the web serer is on another physical serer. e. In the Messages section at the top of the page, click Sae. f. In the Sae to Master Configuration, click Sae. 28 IBM Leads: Installation Guide