# Installation and Upgrade Guide

# Upgrade

This chapter describes how to upgrade the components of your HiPer for Retail deployment.

To upgrade to the latest version of AquaLogic HiPer Workspace for Retail:

1. Check current hardware and software requirements and make any required upgrades to operating system or database software prior to proceeding with the upgrade. For details, see Installation Prerequisites.
2. Upgrade the ALI HiPer BAM System (Celequest) to 3.7.2.0.326. For details, see Upgrading Celequest to 3.7.2.0.326.
3. Upgrade the HiPer for Retail components. For details, see Upgrading the HiPer for Retail Components.
4. Import the hiper_package.pte file into the portal. For details, see Importing the .pte File Into the Portal.
5. Run the upgrade_1.0_to_1.1.sql database update script to add a UUID column to the HiPer for Retail database to accommodate the new migration functionality. For details, see Upgrading the HiPer for Retail Database.
6. Run the HiPerUpgrade.bat file to add a UUIDs to existing objects in the HiPer for Retail database to accommodate the new migration functionality. For details, see Running the HiPerUpgrade.bat File.

## Upgrading Celequest to 3.7.2.0.326

You must use Celequest 3.7.2.0.326 with HiPer for Retail 1.1. Because HiPer for Retail 1.0 required Celequest 3.7.0.27, you must upgrade. You cannot upgrade a Celequest instance in-place. Instead, you must export from the 3.7.0.27 environment and import into the 3.7.2.0.326 environment by performing the following steps in Celequest:

1. Export the 3.7.0.27 database, without exporting data.
2. Uninstall the 3.7.0.27 EAR file from the application server.
3. Drop the metadata database schema from the metadata database.
4. Create a new metadata database schema.
5. Run cqinitmetadata.jar to initialize the new metadata database.
6. Install the CAS_jboss3.2.x.ear file (located in <BAM_system_home>\jboss-3.2.6\server\default\deploy), and bring up the 3.7.2.0.326 version of Celequest.
7. Import into the Celequest 3.7.2.0.326 instance the export file from the Celequest 3.7.0.27 instance.

## Upgrading the HiPer for Retail Components

This section describes how to upgrade the following HiPer for Retail components:

- HiPer for Retail files - includes updated software and the database scripts needed for upgrade.
- Portal files - includes a new .pte file with new HiPer for Retail object data.
- Image Service files - includes updated help files.
- Automation Service files - includes a new automated HiPer for Retail task.

The HiPer for Retail components can be installed on different hosts. For details on provisioning hosts for the various components, see the Deployment Guide for BEA AquaLogic User Interaction.

### Launching the HiPer for Retail Installer

Note: | You can upgrade AquaLogic Interaction HiPer for Retail 1.0 to 1.1 running on Windows and running against Plumtree Corporate Portal 5.0.5 or Plumtree Foundation 6.0 SP1. No other upgrade paths are supported.

To launch the HiPer for Retail installer:

1. Log into the Windows host as the local Administrator.
2. Copy the installer to a temporary location:

- If you are running Plumtree Corporate Portal 5.0.5, use AquaLogicInteractionHiPer.exe.
- If you are running Plumtree Foundation 6.0 SP1, use AquaLogicInteractionHiPer_G6.exe.

3. Close all unnecessary windows and applications.
4. Double-click the installer.

Complete the installation wizard panels as described in Completing the Installer Wizard Pages, and according to the settings you planned when you completed the configuration worksheets provided in the Installation and Planning Worksheets for HiPer for Retail.

### Completing the Installer Wizard Pages

The following table describes the HiPer for Retail installer wizard pages.

Note: | If the installer setting does not apply to the components you are installing, the installer does not display the wizard page.
Table 5-1 HiPer for Retail Installer Wizard Pages for Linux and Windows
Wizard Page | Description
--- | ---
Introduction | Click Next.
License Agreement | Read and accept the agreement.
Choose Components | In the Install Set drop-down list, select either Complete or Custom. If you select Complete, a full set of HiPer for Retail components is installed. If you select Custom, you can choose individual components to install according to your deployment plan.
Installation Folder | Specify where you want HiPer for Retail installed. The default is C:\Program Files\plumtree. If you want to install in another folder, type the path in the box, or click Choose. If you change your mind and want to install in the default folder, click Restore Default Folder.
Choose Portal Server Folder | Specify where the portal is installed. The default installation folder for Plumtree Corporate Portal 5.0.5 is C:\Program Files\plumtree\ptportal\5.0; the default installation folder for Plumtree Foundation 6.0 SP1 is C:\Program Files\plumtree\ptportal\6.0. If the portal is installed in another location, type the path in the box, or click Choose. To restore the default folder path, click Restore Default Folder.
Choose Automation Server Folder | Specify where the Automation Service is installed. The default installation folder for Plumtree Corporate Portal 5.0.5 is C:\Program Files\plumtree\ptportal\5.0; the default installation folder for Plumtree Foundation 6.0 SP1 is C:\Program Files\plumtree\ptportal\6.0. If the Automation Service is installed in another location, type the path in the box, or click Choose. To restore the default folder path, click Restore Default Folder.
AquaLogic HiPer Workspace for Retail - Application Port | Specify the port through which HiPer for Retail should handle requests (for example, http://<hiperportal>:<port>). The default port is 11970.
Document Repository Service | Specify the following connection information for your Document Repository Service: Document Repository Service Host - enter the fully qualified domain name Document Repository Service Port - enter the port through which the Document Repository Service handles requests This page only displays if you are running Plumtree Foundation 6.0 SP1.
HiPer Database | Choose your database server—SQL Server or Oracle.
HiPer Database Connection Information | Enter the following values: HiPer Database Host Computer HiPer Database Port HiPer Database Name (for Oracle, this is the database SID) HiPer Database Login (for Oracle, this is the database schema user) HiPer Database Password (for Oracle, this is the database schema password) HiPer Database Password Confirmation
Portal Database Connection Information | Enter the following values: Portal Database Host Computer Portal Database Port Portal Database Name (for Oracle, this is the database SID) Portal Database Login (for Oracle, this is the database schema user) Portal Database Password (for Oracle, this is the database schema password) Portal Database Password Confirmation
Choose Image Server Folder | Specify where you the Image Service files are installed. The default is C:\Program Files\plumtree\ptimages. If the Image Service files are installed in another location, type the path in the box, or click Choose. To restore the default folder path, click Restore Default Folder.
Pre-Installation Summary | Confirm the installer settings (install folder, components to install, and space needed for install), and click Install.

## Importing the .pte File Into the Portal

During the install an import package (hiper_package.pte) was created in
pthiper\1.1\serverpackages. You must import the package to create the portal objects needed by HiPer for Retail.

- If you are running Plumtree Corporate Portal 5.0.5, use the Portal Migration Utility. Refer to the migration instructions in the Administrator Guide for Plumtree Corporate Portal 5.0.5.
- If you are running Plumtree Foundation 6.0 SP1, use the Portal Export Utility. Refer to the migration instructions in the Administrator Guide for Plumtree Foundation 6.0.

## Upgrading the HiPer for Retail Database

You must run a database script to add a UUID column to the HiPer for Retail database to accommodate the new migration functionality. The upgrade scripts are located in the HiPer for Retail install directory (for example, C:\Program Files\plumtree\pthiper\1.1\sql). Run the script appropriate for your database software:

- For Microsoft SQL Server, run \sql\mssql\upgrade_1.0_to_1.1.sql.
- For Oracle on Windows, run \oracle_nt\upgrade_1.0_to_1.1.sql.
- For Oracle on Linux, run \oracle_unix\upgrade_1.0_to_1.1.sql.

## Running the HiPerUpgrade.bat File

You must run HiPerUpgrade.bat to add UUIDs for existing objects in the HiPer for Retail database to accommodate the new migration functionality. The .bat file is located in the Automation Service install directory (for example, if you are running Plumtree Corporate Portal 5.0.5, it is located in C:\Program Files\plumtree\ptportal\5.0\scripts; if you are running Plumtree Foundation 6.0 SP1, it is located in C:\Program Files\plumtree\ptportal\6.0\scripts).