Installing the Gift and Loyalty Application Server

This chapter describes the prerequisites and instructions for installing and setting up the Gift and Loyalty application server:

Parent topic: Gift and Loyalty

Prerequisites

Before installing the Gift and Loyalty application:

  • Verify that your server meets the system requirements. The Application Server Compatibility and Requirements section in the Oracle MICROS Enterprise Back Office Release Notes contains compatibility and requirement information.

  • Install the required Java Development Kit version in a folder path that does not contain spaces. For example, do not install Java in the default Program Files path.

  • Verify that the 7001, 9704, and 9556 ports are not being used.

  • Verify that the Gift and Loyalty server can connect to the Gift and Loyalty database server.

  • Obtain a Secure Socket Layer (SSL) certificate for the Gift and Loyalty application server.

  • Disable tunnel adapters. Disabling Tunnel Adapters contains information and instructions for checking for and disabling the adapter.

Parent topic: Installing the Gift and Loyalty Application Server

Installing Gift and Loyalty

  1. Extract the following from the installation file archive in the same file structure to the Gift and Loyalty application server. Do not extract the files to a folder structure that contains spaces.

    /Weblogic/

    Install_version.exe

  2. Double-click install_ version.exe to launch the installation wizard.
  3. On the Choose Install Folder page, enter the installation path or click Choose to select the installation path.
  4. On the Before We Begin page, select Yes or No for the questions shown to help the installation wizard understand your installation environment. The selections do not affect whether or not the wizard installs the selected modules, but the selections allow you to enter database connection information for the selected modules.
    1. For Would you like to install or upgrade a database with this installation for either myMicros or iCare?, select No.
    2. For Will different features connect to the myMicros Database using different database IP Addresses, select Yes if you expect to use more than one IP/SID to connect to the Enterprise Back Office database. For example, select Yes in an Oracle Real Application Cluster RAC environment that does not use a virtual IP and when features such as Remote Transfer Agent connect to a different node. If you select No, you can still modify the connection strings, but you cannot view individual database information screens by feature.
    3. For Will iCare be used with this installation?, select Yes.
  5. If you are performing an upgrade and want to keep old settings, select Yes to use existing configurations. You can then select whether to configure the feature set on the Additional Features page.
  6. On the Choose Install Set page, select iCare.
  7. On the WebLogic Info page, configure the application server settings:

    Table 7-1 Oracle WebLogic Application Server Information

    Field Description

    WebLogic User Name and WebLogic Password

    Create the login credentials for an administrator account on the WebLogic application server. The password must be eight to 20 characters, must not contain special characters, and must include at least one number.

    Local JVM Path

    Enter the folder path to the local Java Development Kit installation. This install path must not contain spaces.

    WebLogic Admin Server Host Name and WebLogic Admin Server Port

    Enter the hostname and port of the Gift and Loyalty WebLogic application server, typically 7001.

    App Server Host Name

    Enter the hostname of the Gift and Loyalty application server.

    Node Manager port

    Enter the port used by the Node Manager, typically 9556.
  8. On the Database Information page, configure the connection to the Reporting and Analytics database:

    Table 7-2 Gift and Loyalty Connection to the Reporting and Analytics Database

    Oracle Database Microsoft SQL Server

    1. In the Database Type section, select Oracle, and then enter the database network port and SID.

    2. Enter the database login credentials.

    3. Enter the hostname of the database server.

    4. In the Preferred Cache Type drop-down list, select Oracle.

    1. In the Database Type section, select SQL Server, and then enter the database network port.

    2. In the Additional Connection Parameters field, enter any required connection strings.

    3. Enter the database login credentials.

    4. Enter the hostname of the database server.

    5. In the Preferred Cache Type drop-down list, select Generic.
  9. On the OLAP database type Database Information page, enter the login credentials and location of the OLAP server:

    Table 7-3 OLAP Database Connection

    Oracle Database Microsoft SQL Server

    1. Enter the database login credentials in OLAP Login and OLAP Password.

    2. Enter the hostname of the OLAP server.

    3. Enter the OLAP Database Port.

    4. Enter the database SID in OLAP DB SID.

    1. Enter the database login credentials in OLAP Login and OLAP Password.

    2. Enter the hostname of the OLAP server.

    3. Enter the OLAP Database Port.
  10. On the Segmentation Data Access Login page, enter the user credentiserals for the aggregation database.
  11. On the iCare Database Information page, enter the hostname, port, and additional connection parameters for the Gift and Loyalty database server:
  12. On the iCare Messaging Info page, enter the password for setting Gift and Loyalty messages.
  13. On the iCare Database Configuration page, enter the database user that Gift and Loyalty should use to access the database, and then enter the passwords for the Gift and Loyalty database and the CE database.
  14. On the iCare Configuration page, you can select and enable Gift and Loyalty configurations.
  15. On the iCare Configuration (exact target) page, configure the connection to the third-party Exact Target campaign:
    1. Enter the URL of the ExactTarget WSDL file.
    2. Enter the URL of the ExactTarget FTP server.
    3. Enter the location to which Gift and Loyalty stores ExactTarget files before exporting.
  16. On the Certificate Configuration page:
    1. Enter the Keystore Password, the Private Key Password, and the Alias that was used when generating the Certificate Signing Request.
    2. Click Choose and select the certificate file, and then click Next.

      Make sure the filepath includes the following components: folder_path/file_name.extension

    3. Verify the certificate information, and then click Next.
  17. On the Review page, select your preferred review type:

    • Normal: Review the install folder, features, and disk space requirements.

    • Advanced: Review and edit individual variables in the installation files, then review the install folder, features, and disk space requirements.

  18. Review the Pre-Installation Summary, and then click Install.
  19. After the installation completes, use the Enterprise Back Office Password Change Utility to update the passwords in Enterprise Back Office:
    1. Navigate to InstallationPath\PasswordChangeUtility\ and double-click ChangePassword.cmd.
    2. For each database user account that you want to update, select the checkbox next to the account name and enter the new password. You can select Show Passwords to unmask the passwords being entered.
    3. Click Apply Changes to update the new passwords. The utility creates a backup of the .properties files in the same folder.

Parent topic: Installing the Gift and Loyalty Application Server

Connecting Reporting and Analytics to the Gift and Loyalty Database

  1. Extract install_ version.exe from the installation file archive to the Oracle Business Intelligence server. Do not extract the file to a folder structure that contains spaces.

    In the case of a Reporting and Analytics cluster installation, perform this installation on the primary Oracle Business Intelligence server.

  2. Double-click install_ version.exe to launch the installation wizard.
  3. On the Choose Install Folder page, enter the installation path or click Choose to select the installation path.
  4. On the Before We Begin page, select Yes or No for the questions shown to help the installation wizard understand your installation environment. The selections do not affect whether or not the wizard installs the selected modules, but the selections allow you to enter database connection information for the selected modules.
    1. For Would you like to install or upgrade a database with this installation for either myMicros or iCare?, select No.
    2. For Will different features connect to the myMicros Database using different database IP Addresses, select Yes if you expect to use more than one IP/SID to connect to the Enterprise Back Office database. For example, select Yes in an Oracle Real Application Cluster RAC environment that does not use a virtual IP and when features such as Remote Transfer Agent connect to a different node. If you select No, you can still modify the connection strings, but you cannot view individual database information screens by feature.
    3. For Will iCare be used with this installation?, select Yes.
  5. If you are performing an upgrade:
    1. On the Use existing Portal configuration page, select Yes to use the existing configurations, or select No to configure a new install set.
    2. On the Additional Features page, select No to continue using the existing set of features, or select Yes to add features to the existing install set.
  6. On the Choose Install Set page, do not select iCare.
  7. Follow the instructions for the installation wizard. You do not need to change values from the Reporting and Analytics installation.
  8. On the Segmentation Data Access Login page, enter the user credentials for the aggregation database.
  9. On the iCare Database Information page, enter the hostname, port, and additional connection parameters for the Gift and Loyalty database server:
  10. On the iCare Configuration for Portal page:
    1. Enter the URL for Gift and Loyalty campaigning. This is typically http://Gift and Loyalty URL:80/offers/
    2. Enter the URL for Gift and Loyalty Stored Value. This is typically the hostname of Gift and Loyalty.
    3. Enter the URL for Gift and Loyalty for RTA downloads. This is typically the hostname of Gift and Loyalty.
    4. Enter the database login credentials for the Gift and Loyalty database. This is typically the MMSQL account.
    5. Enter the URL of the ExactTarget WSDL file.
  11. On the Review page, select your preferred review type:

    • Normal: Review the install folder, features, and disk space requirements.

    • Advanced: Review and edit individual variables in the installation files, then review the install folder, features, and disk space requirements.

  12. Review the Pre-Installation Summary, and then click Install.

Parent topic: Installing the Gift and Loyalty Application Server

Configuring Gift and Loyalty for Enterprise Back Office

Follow the instructions to configure Gift and Loyalty settings for all organizations in Enterprise Back Office:

  1. Log in to Reporting and Analytics using the M organization and system administrator credentials.
  2. Click Admin, click System, click Organizations, click Organizations, click MICROS, and then click Edit.
  3. To set up the ExactTarget FTP, enter the ExactTarget FTP URL, the ExactTarget FTP Username, and the ExactTarget FTP Password.
  4. To set up the Messaging Queue, enter the iCare Messaging Queue Host, the iCare Messaging Queue Username, and the iCare Messaging Queue Password.
  5. If you installed the Aggregation and Analysis service and you want to perform segmentation and analysis, enter the iCare Analytics Token.
  6. Select Disable Segmentation Portlet Control by Org to restrict access to the Segmentation Portlet for individual organizations.
  7. Enter the name of the SSH File Transfer Protocol (SFTP) server to which Gift and Loyalty segmentation operations should export files in Admin Server Name for Segmentation sFTP Exports.
  8. Enter the maximum number of records to be contained in each segmentation export file in Max number of records for Segmentation CSV Exports.
  9. Click Save.

Parent topic: Installing the Gift and Loyalty Application Server

Changing Gift and Loyalty Ports

By default, Gift and Loyalty uses the same listening ports as Reporting and Analytics. If you installed Gift and Loyalty on the Reporting and Analytics application sever, change the listening ports to unused ports using the following steps:

  1. Change the Secure Socket Layer listening port for the iCard front-end:
    1. Log in to the Oracle WebLogic Administration Console.
    2. In the Domain Structure, expand Environment under the iCare_domain, click Servers, and then click iCare_server.
    3. On the General tab, click Lock & Edit.
    4. Select Listen Port Enabled, and then change the port from 80 to an unused port.
    5. Select SSL Listen Port Enabled, change the port from 9443 to an unused port, and then click Save.
  2. Change the network channel listening ports:
    1. In the Domain Structure, expand Environment under the iCare_domain, click Servers, and then click iCare_server.
    2. Click the Protocols tab, click the Channels tab, and then click Lock & Edit.
    3. Select the network channel, or click New.
    4. Change the Listen Port and the External Listen Port from 443, and then click Save.

Related Topics

Parent topic: Installing the Gift and Loyalty Application Server