Upgrading from SAS Marketing Automation 4.4 to 5.1 - Index of - SAS
Upgrading from SAS Marketing Automation 4.4 to 5.1 - Index of - SAS
Upgrading from SAS Marketing Automation 4.4 to 5.1 - Index of - SAS
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<strong>SAS</strong> <strong>Marketing</strong> <strong>Au<strong>to</strong>mation</strong> <strong>4.4</strong> <strong>to</strong> <strong>5.1</strong> Upgrade Guide<br />
Table <strong>of</strong> Contents<br />
OVERVIEW ................................................................................................................................................................ 4<br />
PHASE 1 - PRE-INSTALLATION STEPS ............................................................................................................... 5<br />
GENERAL PREPARATION ............................................................................................................................................ 5<br />
PHASE 2 – PREPARE MARKETING AUTOMATION <strong>4.4</strong> FOR MIGRATION ................................................ 6<br />
RUN THE DYNAMIC CELL UTILITY ............................................................................................................................ 6<br />
BACK UP THE METADATA AND WEBDAV REPOSITORIES ........................................................................................... 6<br />
BACK UP ALL <strong>SAS</strong> CONFIGURATION DIRECTORIES AND PLAN FILE ........................................................................... 6<br />
UPDATE INFORMATION MAPS WITH A NEW SUBJECT CODE ...................................................................................... 6<br />
MODIFY THE PLAN FILE ............................................................................................................................................. 7<br />
DELETE THE MARKETING AUTOMATION STORED PROCESSES ................................................................................... 8<br />
REMOVE THE <strong>SAS</strong> MARKETING AUTOMATION EXPORT ADAPTERS .......................................................................... 9<br />
PHASE 3 – UPGRADE <strong>SAS</strong> SERVER TIER ......................................................................................................... 10<br />
STOP YOUR <strong>SAS</strong> SERVICES ...................................................................................................................................... 10<br />
START THE <strong>SAS</strong> SOFTWARE NAVIGATOR ................................................................................................................ 10<br />
ADDITIONAL STEPS FOR A UNIX <strong>SAS</strong> TIER ONLY ................................................................................................... 12<br />
RUN THE CONFIGURATION WIZARD (WINDOWS AND UNIX): ................................................................................. 16<br />
PHASE 4 – UPGRADE MID-TIER ......................................................................................................................... 18<br />
STOP YOUR <strong>SAS</strong> SERVICES AND THE WEB APPLICATION SERVER: .......................................................................... 18<br />
START THE <strong>SAS</strong> SOFTWARE NAVIGATOR ................................................................................................................ 18<br />
CONFIGURE WEBSPHERE JMS MESSAGING FOR MARKETING AUTOMATION ........................................................... 20<br />
CONFIGURE WEBSPHERE JMS MESSAGING FOR <strong>SAS</strong> CUSTOMER INTELLIGENCE REPORTING ................................ 21<br />
CONFIGURE WEBLOGIC JMS MESSAGING FOR <strong>SAS</strong> CUSTOMER INTELLIGENCE REPORTING................................... 21<br />
RE-START THE <strong>SAS</strong> SERVICES APPLICATION AND THE APPLICATION SERVER. ........................................................ 22<br />
RE-DEPLOY MARKETING AUTOMATION COMPONENTS (WEBLOGIC)....................................................................... 22<br />
DEPLOY <strong>SAS</strong> CUSTOMER INTELLIGENCE SERVICES WAR (WEBLOGIC) .................................................................. 23<br />
RE-DEPLOY MARKETING AUTOMATION WEB APPLICATION (WEBLOGIC) ............................................................... 23<br />
DEPLOY MARKETING AUTOMATION COMPONENTS (WEBSPHERE) .......................................................................... 24<br />
DEPLOY <strong>SAS</strong> CUSTOMER INTELLIGENCE SERVICES APPLICATION (WEBSPHERE) ................................................... 25<br />
DEPLOY <strong>SAS</strong> MARKETING AUTOMATION WEB APPLICATION (WEBSPHERE) .......................................................... 25<br />
PHASE 5 – UPGRADE CLIENT-TIER .................................................................................................................. 26<br />
START THE <strong>SAS</strong> SOFTWARE NAVIGATOR ................................................................................................................ 26<br />
RUN THE CONFIGURATION WIZARD (WINDOWS AND UNIX): ................................................................................. 27<br />
PHASE 6 - MIGRATION OF DATA ...................................................................................................................... 28<br />
UPDATE THE DIAGRAM TOOLS AND CHANNELS ...................................................................................................... 28<br />
MIGRATING DEFINITIONS ........................................................................................................................................ 28<br />
EVALUATION OF MIGRATION LOGS ......................................................................................................................... 30<br />
VERIFICATION OF <strong>SAS</strong> MANAGEMENT CONSOLE ELEMENTS .................................................................................. 30<br />
RUNNING THE CAMPAIGN AND DIAGRAM MIGRATION ............................................................................................ 35<br />
EVALUATION OF MIGRATION LOGS ......................................................................................................................... 36<br />
NEW DATA MODEL FOR MARKETING AUTOMATION <strong>5.1</strong> CONTACT AND RESPONSE HISTORY ................................. 36<br />
MIGRATION VALIDATION ........................................................................................................................................ 36<br />
GENERATING METADATA ........................................................................................................................................ 37<br />
PHASE 7 - FURTHER CLIENT UPGRADES ....................................................................................................... 37<br />
Copyright © 2007 <strong>SAS</strong>, Cary, NC, USA. All Rights Reserved. 2 <strong>of</strong> 62
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