Introduction

IBM® Predictive Customer Intelligence gives you the information and insight that you need to provide proactive service to your customers. The information can help you to develop a consistent customer contact strategy and improve your relationship with your customers.

IBM Predictive Customer Intelligence brings together, in a single solution, the ability to do the following tasks:

Determine the best offer for a customer.

Retain customers that are likely to churn.

Segment your customers, for example, by family status and salary.

Identify the most appropriate channel to deliver an offer, for example, by email, telephone call, or application.

This solution ensures that all interactions with customers are coordinated and optimized. IBM Predictive Customer Intelligence gives you the ability to sift quickly through millions of subscribers and know who to contact, when, and with what action.

The following steps define the process:

Understand the customer. Predictive modeling helps you to understand what market segments each customer falls into, what products they are interested in, and what offers they are most likely to respond to.

Define possible actions and the rules and models that determine which customers are eligible for which offers.

After the best action is identified, deliver the recommendation to the customer.

Audience

This guide is intended to provide users with an understanding of how the IBM Predictive Customer Intelligence solution works. It is designed to help people who are planning to implement IBM Predictive Customer Intelligence know what tasks are involved.

Finding information

To find product documentation on the web, including all translated documentation, access IBM Knowledge Center (http://www.ibm.com/support/knowledgecenter).

You can also access PDF versions of the documentation from the IBM Predictive Customer Intelligence web page (www.ibm.com/support/docview.wss?uid=swg27041723).

Accessibility features

Accessibility features help users who have a physical disability, such as restricted mobility or limited vision, to use information technology products. Some of the components included in the IBM Predictive Customer Intelligence have accessibility features.

IBM Predictive Customer Intelligence HTML documentation has accessibility features. PDF documents are supplemental and, as such, include no added accessibility features.

Forward-looking statements

This documentation describes the current functionality of the product. References to items that are not currently available may be included. No implication of any future availability should be inferred. Any such references are not a commitment, promise, or legal obligation to deliver any material, code, or functionality. The development, release, and timing of features or functionality remain at the sole discretion of IBM.

Samples disclaimer

Sample files may contain fictional data manually or machine generated, factual data compiled from academic or public sources, or data used with permission of the copyright holder, for use as sample data to develop sample applications. Product names referenced may be the trademarks of their respective owners. Unauthorized duplication is prohibited.

Prerequisites and installation preparation

Before you install IBM® Predictive Customer Intelligence , ensure that the computers that you use meet the minimum requirements for operating systems, prerequisite software, processing, and disk space.

Solution architecture
The IBM Predictive Customer Intelligence solution uses several different nodes, where each node provides a specific function for the solution. Each node represents a separate computer or a separate virtual machine image from the other nodes. A default environment installation of uses four nodes.

Supported operating systems and hardware requirements
Review the minimum hardware and operating system requirements before you install IBM Predictive Customer Intelligence . The requirements apply for all computers or virtual machines that you use for the installation.

Solution architecture

The IBM® Predictive Customer Intelligence solution uses several different nodes, where each node provides a specific function for the solution. Each node represents a separate computer or a separate virtual machine image from the other nodes. A default environment installation of uses four nodes.

The following diagram shows the nodes in the architecture, with the software installed on each node.

Figure 1.  IBM Predictive Customer Intelligence nodes

Predictive Analytics node

The Analytics node provides predictive scores and offers recommendations.

This node has the following software installed:

IBM WebSphere® Application Server Network Deployment

IBM SPSS® Collaboration and Deployment Services

IBM SPSS Modeler Server

IBM SPSS Modeler Collaboration and Deployment Services Adapter

IBM SPSS Modeler Server Social Network Analysis

IBM SPSS Statistics Server

IBM Analytic Decision Management

IBM SPSS Text Analytics Server

IBM SPSS Data Access Pack

IBM DB2® Client

Optionally, you can distribute the Analytics node components onto other computers in your environment. For example, you can add a node on which only IBM SPSS Collaboration and Deployment Services is installed. Distributing components can be done only after you complete a default environment installation.

Optional server components are also available, such as IBM SPSS Analytic Server, including Analytic Catalyst, and IBM ILOG® CPLEX® Enterprise Server. For information about installing these products, see their respective documentation.

Business Intelligence node

The BI node provides dashboards and reports.

This node has the following software installed:

IBM HTTP Server

IBM Cognos® Business Intelligence

IBM DB2 Client

Optional components are also available, such as IBM Cognos Mobile and IBM Cognos Real-time Monitoring. For information about installing these products, see their respective documentation.

Note: If you are using the Top Count command in drill-through reports that are a list of subscribers, it is recommended that you download and install IBM Cognos Business Intelligence 10.2.1 Fix Pack 3 or higher. The configuration settings to improve the performance of this command are available only in Fix Pack 3 or higher.

The IBM Predictive Customer Intelligence installation provides IBM Cognos Business Intelligence 10.2.1 Fix Pack 1.

For more information about Fix Pack 3, see the Cognos Business Intelligence 10.2.1 Fix Pack 3 web page (www.ibm.com/support/docview.wss?uid=swg24037728).

For more information about applying the settings available in Fix Pack 3 or higher, see Tuning IBM Cognos BI for IBM Predictive Customer Intelligence.

Integration Bus node

The Integration Bus node processes events, updates the content for IBM Cognos Business Intelligence, and triggers predictive scoring and decision management. It also loads master data into the solution.

This node has the following software installed:

IBM WebSphere MQ

IBM Integration Bus

IBM Integration Bus Explorer

IBM Integration Toolkit

IBM DB2 Client

Data node

The data node provides the database server that contains the databases that are used by other products in the solution.

This node has the following software installed:

IBM DB2 Enterprise Server Edition

Parent topic: Prerequisites and installation preparation

Supported operating systems and hardware requirements

Review the minimum hardware and operating system requirements before you install IBM® Predictive Customer Intelligence . The requirements apply for all computers or virtual machines that you use for the installation.

Server computers

The IBM Predictive Customer Intelligence server components must be installed on computers that run Microsoft Windows 2008 Server (x86_64) operating systems.

Hardware requirements

At a minimum, each computer or virtual machine that hosts a IBM Predictive Customer Intelligence server component, or node, must have the following hardware requirements:

4 processors

32 GB of RAM

300 GB of hard disk space

If you are expecting to store large volumes of data, you might need to increase your disk size.

For best performance, each node should be installed on a separate computer or on a separate virtual machine image.

User requirements

You must have administrator access to all of the computers on which you install a IBM Predictive Customer Intelligence node.

Client computers

The IBM Predictive Customer Intelligence client components must be installed on computers that run Microsoft Windows 7 operating systems.

Clients can be installed on 32-bit or 64-bit computers. 64-bit is recommended.

At a minimum, each IBM Predictive Customer Intelligence client computer and the computer where you run the Deployment Wizard for the client components, must have the following hardware requirements:

2 processors

8 GB of RAM

150 GB of hard disk space

Parent topic: Prerequisites and installation preparation

Update an existing installation with new components

If you have IBM® Predictive Customer Intelligence version 1.0.1 installed, you can update you installation by adding new server and client components.

The updater provides the installation programs. You must install them manually.

The new server components for Microsoft Windows operating systems include:

IBM SPSS® Modeler Batch 16.0

IBM SPSS Modeler Server Scoring Adapter 16.0 for Netezza®

IBM SPSS Modeler Server Scoring Adapter 16.0 for Teradata

IBM SPSS Modeler 16.0 Collaboration and Deployment Services Adapter 6.0IBMi

IBM SPSS Collaboration and Deployment Services Portlet and Web Part 6.0

IBM SPSS Collaboration and Deployment Services Web Installer for Deployment Manager 6.0

IBM SPSS Statistics Administration Console 22.0

IBM SPSS Statistics - Integration Plug-In for Microsoft .NET 22.0

IBM SPSS Modeler Server Entity Analytics 16.0

The new server components for Linux operating systems include:

IBM SPSS Modeler Server Scoring Adapter 16.0 for Netezza

IBM SPSS Modeler Server Scoring Adapter 16.0 for Teradata

IBM SPSS Modeler Server Scoring Adapter 16.0 for DB2® on Linux and UNIX

IBM SPSS Modeler 16.0 Collaboration and Deployment Services Adapter 6.0IBMi

IBM SPSS Collaboration and Deployment Services Portlet and Web Part 6.0

IBM SPSS Collaboration and Deployment Services Web Installer for Deployment Manager 6.0

IBM SPSS Concurrent Licensing Tools 9.5.0.1 - License Manager

IBM SPSS Modeler Server Entity Analytics 16.0

The new client components include:

IBM SPSS Modeler Client Entity Analytics

IBM SPSS Concurrent Licensing Tools 9.5.0.1 - License Manager Administrator

IBM SPSS Statistics - Integration Plug-In for Microsoft .NET 22.0

IBM SPSS Statistics Diagnostic Utility 22.0

IBM SPSS Data Collection Survey Reporter Developer Kit 7.0

IBM Cognos® Cube Designer 10.2.1

Starting the Launchpad for the updater
Use the IBM Predictive Customer Intelligence Launchpad to start the Deployment Wizard for the new optional components.

Starting the Deployment Wizard for the updater and installing the components
Use the IBM Predictive Customer Intelligence Deployment Wizard to copy the installation files for the optional server computers to your computer.

Copying the license files for the new components
The license files must be updated for the new components

Starting the Launchpad for the updater

Use the IBM® Predictive Customer Intelligence Launchpad to start the Deployment Wizard for the new optional components.

Procedure

Go to the folder where you downloaded the updater installation files.

Decompress the installation files.

Go to the disk1 directory where you decompressed the files.

Double-click Launchpad.exe or Launchpad64.exe.

Parent topic: Update an existing installation with new components

Starting the Deployment Wizard for the updater and installing the components

Use the IBM® Predictive Customer Intelligence Deployment Wizard to copy the installation files for the optional server computers to your computer.

The Deployment Wizard copies the installation files for the optional server components to the computer on which you run the Deployment Wizard . You must copy the installation files to the computer on which you want to install the components.

Procedure

To install the optional component installers, in the Launchpad , click Deploy Components > Start the IBM PCI 1.0.1.0 Updater Deployment Wizard .

Enter a location into which you want to copy the components.

The default location for the optional components is C:\IBM\PCIUpdater.

On the Summary Panel, click Deploy all.

Note: The time to deploy the software is estimated by the Deployment Wizard . The actual time required depends on a variety of factors, such as network speed. In most cases, the deployments will take significantly less time than what is initially displayed by the Deployment Wizard .

Parent topic: Update an existing installation with new components

Copying the license files for the new components

The license files must be updated for the new components

Important: Do not rename the folders or files.

Procedure

Copy the license folder from the folder where you installed the version 1.0.1 optional server components to each component computer.

For example, copy the folder and contents so that you have a C:\IBM\PCI\license folder that contains the license files.

If the license folder exists on the computer, you must replace it with the version 1.0.1 license files.

Parent topic: Update an existing installation with new components

Installation of the server components

You install each IBM® Predictive Customer Intelligence component using the installation program that is provided with that component.

Starting the Launchpad
Use the Launchpad to start the IBM Predictive Customer Intelligence installation.

Starting the Deployment Wizard for the server components
Use the Launchpad to start the IBM Predictive Customer Intelligence server Deployment Wizard .

Changing the temporary location for installation files
The Deployment Wizard uses a temporary folder for installation source files. You must ensure that you are using a location that has adequate disk space for the installation source files. If you do not have enough disk space in the default location, you can change the location.

Specifying the target computers to install the server components
You must specify a different target computer for each IBM Predictive Customer Intelligence node. A node can be installed on a computer or virtual machine, but each node must be installed on a separate computer or virtual machine.

Configuring parameters for a custom deployment of the server components
The Deployment Wizard displays some default values for each component of IBM Predictive Customer Intelligence . You can accept the default values or change them to suit your environment.

Starting the installation
After you enter all of the required fields in the Deployment Wizard , you can start the installation and configuration of the IBM Predictive Customer Intelligence components.

Install IBM DB2 software on the data node computer
You must install IBM DB2® Enterprise Server Edition version 10.1 Fix Pack 3. IBM DB2 is used for product databases, such as the IBM Cognos® Business Intelligence content store database, the IBM SPSS® database, and for client application data.

Install software on the Predictive Analytics node computer
For IBM Predictive Customer Intelligence , install SPSS software on the Predictive Analytics node computer.

Install software on the Business Intelligence node computer
You must install an IBM DB2 client, IBM HTTP Server, and IBM Cognos Business Intelligence on the IBM Predictive Customer Intelligence Business Intelligence node computer.

Install software on the Integration Bus node computer
You must install WebSphere® MQ and IBM Integration Bus on the IBM Predictive Customer Intelligence Integration Bus node computer.

Starting the Launchpad

Use the Launchpad to start the IBM® Predictive Customer Intelligence installation.

Procedure

Go to the folder where you downloaded the installation files.

Decompress the installation files.

Go to the disk1 directory where you decompressed the files.

In the disk1 folder, double-click Launchpad.exe or Launchpad64.exe.

Review the information in the Launchpad panels.

Parent topic: Installation of the server components

Starting the Deployment Wizard for the server components

Use the Launchpad to start the IBM® Predictive Customer Intelligence server Deployment Wizard .

Tip: You might need to adjust your Windows User Access Control (UAC) settings so that you can run the installation program for the client components.

Procedure

In the Launchpad , click Deploy Server .

Click Start Deployment Wizard .

Parent topic: Installation of the server components

Changing the temporary location for installation files

The Deployment Wizard uses a temporary folder for installation source files. You must ensure that you are using a location that has adequate disk space for the installation source files. If you do not have enough disk space in the default location, you can change the location.

For example, the default location is C:\Progam Files (x86)\Common Files\SL_####\SolutionEnabler. If space is limited on your C drive, you can change the temporary location to another drive.

The temporary files include jar files that are used during the installation, which you might want to delete after you complete the installation.

Procedure

In the Deployment Wizard , click Edit > Preferences .

The Deployment Preferences window appears.

In the Deployment Package Path box, select an existing location.

Click OK.

Parent topic: Installation of the server components

Parent topic: Client component installation

Specifying the target computers to install the server components

You must specify a different target computer for each IBM® Predictive Customer Intelligence node. A node can be installed on a computer or virtual machine, but each node must be installed on a separate computer or virtual machine.

To ensure that the server installers are successfully deployed to each node computer, temporarily turn off each node computer's firewall settings during the deployment.

Procedure

On the Specify Target Computers pages of the Deployment Wizard , enter the name or IP address of the computer on which you install a node in the Target Computer box.

The Deployment Wizard prompts you for each node computer.

If you install a node on the computer where you run the Deployment Wizard , you can enter localhost.

Click Add.

When you enter a computer other than localhost, in the Target Computer Credentials box, do the following steps:

When you enter a computer other than localhost, in the Target Computer Credentials box, enter the User ID and Password for a user with permissions for that computer.

Click Test Login.

Click Add.

The computer that you entered appears in the Selected target computers box.

In the Selected target computers box, select the target computer, and click Test Connections.

Important: Test Connections tests the connection, tests the credentials, and locates or enables a deployment agent on the target computer. You must have an active deployment agent on each target computer.

Click Next.

Repeat the steps for each computer on which you install a node.

Parent topic: Installation of the server components

Configuring parameters for a custom deployment of the server components

The Deployment Wizard displays some default values for each component of IBM® Predictive Customer Intelligence . You can accept the default values or change them to suit your environment.

Important: The Deployment Wizard copies the installers to your computer. You must run each installer individually after they are copied to your computer.

Procedure

On the Configure Parameters pages, enter the location on the target computer for where you want to install the server installers. The default is C:\IBM\PCI. The same path is used on each target computer.

Parent topic: Installation of the server components

Starting the installation

After you enter all of the required fields in the Deployment Wizard , you can start the installation and configuration of the IBM® Predictive Customer Intelligence components.

Procedure

On the Summary Panel of the Deployment Wizard , click Deploy all .

If you choose to deploy the tasks individually, you must click Deploy task for each task in the order that the tasks appear on the Summary panel.

Note: The time to deploy the software is estimated by the Deployment Wizard . The actual time required depends on a variety of factors, such as network speed. In most cases, the deployments will take significantly less time than what is initially displayed by the Deployment Wizard .

Parent topic: Installation of the server components

Install IBM DB2 software on the data node computer

You must install IBM® DB2® Enterprise Server Edition version 10.1 Fix Pack 3. IBM DB2 is used for product databases, such as the IBM Cognos® Business Intelligence content store database, the IBM SPSS® database, and for client application data.

After you install the database software, you must create a database for the IBM SPSS components.

Installing IBM DB2 Enterprise Server
You must install IBM DB2 Enterprise Server Edition version 10.1 Fix Pack 3.

Adding the IBM DB2 license
You must add the DB2 license after you install IBM DB2 Enterprise Server for IBM Predictive Customer Intelligence .

Creating a database for the SPSS components
After you install the IBM DB2 database server for IBM Predictive Customer Intelligence , you must create a database for the SPSS components.

Parent topic: Installation of the server components

Installing IBM DB2 Enterprise Server

You must install IBM® DB2® Enterprise Server Edition version 10.1 Fix Pack 3.

Procedure

Go to the Server\Database folder where you installed the IBM Predictive Customer Intelligence server installation files.

Double-click v10.1fp3_ntx64_server.exe to decompress the installation files.

Go to the SERVER folder where you decompressed the files, and double-click setup.exe.

In the DB2 Setup Launchpad, click Install a Product .

Under DB2 Enterprise Server Edition Version 10.1 Fix Pack 3 , click Install New.

Select Typical for the installation type.

Select Install DB2 Enterprise Server Edition on this computer .

Follow the steps in the wizard to install and configure your database server. For more information about any of the settings, see the IBM DB2 documentation.

Parent topic: Install IBM DB2 software on the data node computer

Adding the IBM DB2 license

You must add the DB2® license after you install IBM® DB2 Enterprise Server for IBM Predictive Customer Intelligence .

Procedure

Go to the Server\Database folder where you installed the IBM Predictive Customer Intelligence server installation files.

Decompress the file that is named DB2_ESE_Restricted_QS_Activation_10.zip.

Click Start > IBM DB2 > DB2COPY1 (Default) > DB2 Command Window - Administrator .

Type the following command and press Enter:

db2licm -a decompressed_folder_location\ese_o\db2\license\db2ese_o.lic

For example, if you decompressed the file in the default location, the command would be: db2licm -a C:\IBM\PCI\Server\Database\DB2_ESE_Restricted_QS_Activation_10\ese_o\db2\license\db2ese_o.lic

Type the following command to validate that the license was added:

db2licm -l

Parent topic: Install IBM DB2 software on the data node computer

Creating a database for the SPSS components

After you install the IBM® DB2® database server for IBM Predictive Customer Intelligence , you must create a database for the SPSS® components.

Procedure

Log on to the data node computer as a DB2 instance owner user.

Click Start > IBM DB2 > DB2COPY1 (Default) > DB2 Command Window - Administrator .

Enter the following script to create a database:

                        DB2 CREATE DATABASE SPSSDB ON
                           path USING CODESET UTF-8
                           TERRITORY US COLLATE USING SYSTEM

path can be a file path or just a drive letter. For example,

                        DB2 CREATE DATABASE SPSSDB ON C: USING CODESET UTF-8
                           TERRITORY US COLLATE USING SYSTEM

Connect to the database you created by using the following command:

                        DB2 CONNECT TO SPSSDB

Enter the following commands to create the bufferpools for the database. Enter each command individually.

                        DB2 CREATE Bufferpool CDS8K IMMEDIATE SIZE 250 AUTOMATIC PAGESIZE 8 K

                           DB2 CREATE REGULAR TABLESPACE CDS8K PAGESIZE 8 K MANAGED BY AUTOMATIC
                           STORAGE EXTENTSIZE 8 OVERHEAD 10.5 PREFETCHSIZE 8 TRANSFERRATE 0.14
                           BUFFERPOOL CDS8K DROPPED TABLE RECOVERY ON

                           DB2 CREATE Bufferpool CDSTEMP IMMEDIATE SIZE 250 PAGESIZE 32 K

                           DB2 CREATE SYSTEM TEMPORARY TABLESPACE CDSTEMP PAGESIZE 32 K MANAGED BY AUTOMATIC
                           STORAGE EXTENTSIZE 16 OVERHEAD 10.5 PREFETCHSIZE 16 TRANSFERRATE 0.14
                           BUFFERPOOL "CDSTEMP"

Parent topic: Install IBM DB2 software on the data node computer

Install software on the Predictive Analytics node computer

For IBM® Predictive Customer Intelligence , install SPSS® software on the Predictive Analytics node computer.

Installing IBM DB2 client software on the Analytics node computer
You must install IBM DB2® client software on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

Installing IBM Installation Manager on the Predictive Analytics node computer
Install IBM Installation Manager before you install other IBM Predictive Customer Intelligence software.

Installing WebSphere Application Server on the Predictive Analytics node computer
You install WebSphere® Application Server by using IBM Installation Manager.

Installing IBM SPSS Collaboration and Deployment Services Server
You install IBM SPSS Collaboration and Deployment Services Server on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

Installing IBM SPSS Enterprise View Driver software
Install IBM SPSS Collaboration and Deployment Services Enterprise View Driver software on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

Installing IBM SPSS Modeler Server software
Install IBM SPSS Modeler Server software on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

Installing IBM SPSS Collaboration and Deployment Services Modeler Adapter
Install IBM SPSS Collaboration and Deployment Services Adapter software on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

Installing IBM Analytical Decision Management software
Install IBM Analytical Decision Management software on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

Installing IBM SPSS Data Access Pack
Install the IBM SPSS Data Access Pack software on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

Installing IBM SPSS Text Analytics Server
Install IBM SPSS Text Analytics Server software on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

Installing IBM SPSS Modeler Server Social Network Analysis software
Install IBM SPSS Modeler Server Social Network Analysis software on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

Installing IBM SPSS Modeler Solution Publisher
Install IBM SPSS Modeler Solution Publisher and IBM SPSS Modeler Premium Solution Publisher software on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

Installing IBM SPSS Statistics Server software
Install IBM SPSS Statistics Server software on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

Installing IBM SPSS Statistics Collaboration and Deployment Services Adapter
Install IBM SPSS Statistics Collaboration and Deployment Services Adapter software on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

Parent topic: Installation of the server components

Installing IBM DB2 client software on the Analytics node computer

You must install IBM® DB2® client software on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

Procedure

Go to the install_location\Server\Database folder where you installed the IBM Predictive Customer Intelligence server installation files.

By default, the install_location is C:\IBM\PCI\.

Double-click v10.1fp3_ntx64_rtcl.exe to extract the installation files.

Select a Typical installation, and follow the steps in the DB2 Setup wizard to install the product.

Parent topic: Install software on the Predictive Analytics node computer

Installing IBM Installation Manager on the Predictive Analytics node computer

Install IBM® Installation Manager before you install other IBM Predictive Customer Intelligence software.

Procedure

Go to the install_location\Server\InstallationManager folder where you installed the IBM Predictive Customer Intelligence server installation files.

By default, the install_location is C:\IBM\PCI\.

Decompress the installation files.

Double-click install.exe.

Follow the steps to install IBM Installation Manager.

Parent topic: Install software on the Predictive Analytics node computer

Installing WebSphere Application Server on the Predictive Analytics node computer

You install WebSphere® Application Server by using IBM® Installation Manager.

Procedure

Go to the install_location\Server\WebSphereApplicationServer folder where you installed the IBM Predictive Customer Intelligence server installation files.

Decompress the installation files.

You must decompress all of the compressed files.

Click Start > All Programs > IBM Installation Manager .

Click File > Preferences .

Click Add Repository.

Browse to the location where you decompressed the installation files.

In the WAS_ND_V8.5.5_1_OF_3 folder, select repository.config, and click Open, and OK.

In IBM Installation Manager, click Install.

Under IBM WebSphere Application Server Network Deployment , select Version 8.5.5.0.

Click Next, and follow the steps in IBM Installation Manager to install the product.

When prompted for Which program do you want to start? , select Profile Management Tool to create a profile , and click Finish.

In the WebSphere Customization Toolbox 8.5 window, click Create.

Select Application Server, and click Next.

Select Typical profile creation, and click Next.

Follow the steps in the wizard to configure your application server. For more information about any of the settings, see the WebSphere Application Server documentation.

Note: After the installation is complete, do not start the WebSphere Application Server services.

Parent topic: Install software on the Predictive Analytics node computer

Installing IBM SPSS Collaboration and Deployment Services Server

You install IBM® SPSS® Collaboration and Deployment Services Server on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

Procedure

Go to the install_location\Server\SPSS_CNDS folder where you installed the IBM Predictive Customer Intelligence server installation files.

Decompress the installation files.

Click Start > All Programs > IBM Installation Manager .

Click File > Preferences .

Click Add Repository.

Browse to the location where you decompressed the installation files.

In the Server_Repository folder, select repository.config, and click Open, and OK.

In IBM Installation Manager, click Install.

Under Installation Packages, select the following components.

IBM SPSS Collaboration and Deployment Services

IBM SPSS Collaboration and Deployment Services - Remote Process Server

IBM SPSS Collaboration and Deployment Services - Scoring Server

IBM SPSS PMML Scoring Adapter

Click Next, and follow the steps in IBM Installation Manager to install the products.

On the Common Configuration for IBM SPSS Collaboration and Deployment Services - Remote Process Server pages, enter the following information:

Database Type

Select IBM DB2.

Database Machine Name or IP

The name or IP address of the computer where you installed IBM DB2® and created the SPSSDB database.

Database Name

Enter SPSSDB.

Port Number

Enter 50000, the default port number for IBM DB2.

User name

Enter the user name of your IBM DB2 administrator user.

Password

Enter the password for your IBM DB2 administrator user.

Remote Process Service Name

Leave the default value RemoteProcessServer.

Port Number

Change the default only if the default value 2211 causes a port conflict.

Leave the Configure Clustering check box clear, and click Next.

Select IBM WebSphere Application Server, and click Next.

Click Install.

In the Which programs do you want to start box, select IBM SPSS Collaboration and Deployment Services Configuration Tool 6.0 , and click Finish.

In the IBM SPSS Collaboration and Deployment Services Configuration Tool , click Next.

On the Application Server page, enter the information for IBM WebSphere® Application Server, and click Next.

For the WebSphere profile directory value, the default location is C:\Program Files (x86)\IBM\WebSphere\AppServer\profiles\AppSrv01 .

On the Database page, enter the information for the SPSSDB database, and click Next.

On the Encryption page, enter a password, and click Next.

On the Repository Admin page, enter a password for the SPSS admin user, and click Next.

On the Deployment mode page, select Automatic, and click Next.

Click Configure.

Click Finish.

Parent topic: Install software on the Predictive Analytics node computer

Installing IBM SPSS Enterprise View Driver software

Install IBM® SPSS® Collaboration and Deployment Services Enterprise View Driver software on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

Procedure

Go to the install_location\Server\EntViewDriver folder where you installed the IBM Predictive Customer Intelligence server installation files.

Decompress the installation files.

Go to the Enterprise_View_Driver_64 folder, and double-click setupWindows64-amd64.exe.

Follow the steps in the wizard to install the driver.

Parent topic: Install software on the Predictive Analytics node computer

Installing IBM SPSS Modeler Server software

Install IBM® SPSS® Modeler Server software on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

Procedure

Go to the install_location\Server\ModelerServer folder where you installed the IBM Predictive Customer Intelligence server installation files.

Decompress the installation files.

Double-click setup.exe.

On the Server Mode page, select Production Mode .

Follow the steps in the wizard to install the server.

Parent topic: Install software on the Predictive Analytics node computer

Installing IBM SPSS Collaboration and Deployment Services Modeler Adapter

Install IBM® SPSS® Collaboration and Deployment Services Adapter software on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

Procedure

Go to the install_location\Server\CNDSModelerAdapter folder where you installed the IBM Predictive Customer Intelligence server installation files.

Decompress the installation files.

Click Start > All Programs > IBM Installation Manager .

Click File > Preferences .

Click Add Repository.

Browse to the location where you decompressed the installation files.

In the disk1 folder, select diskTag.inf, and click Open, and OK.

In IBM Installation Manager, click Install.

Under Installation Packages, select IBM SPSS Modeler Adapters for Collaboration and Deployment Services .

Click Next, and follow the steps in IBM Installation Manager to install the product.

On the Install Packages page, select Use the existing package group , select IBM SPSS Collaboration and Deployment Services 6.0 , and click Next.

On the Common Configurations page, enter the SPSS administrator user and password, and click Next.

Click Install, and click Finish.

Parent topic: Install software on the Predictive Analytics node computer

Installing IBM Analytical Decision Management software

Install IBM® Analytical Decision Management software on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

A sample Analytical Decision Management application is provided with the installation files. The sample application is provided in a compressed file that is named ADM_80_Demo.zip. For more information about the sample file, see the Analytical Decision Management documentation (www.ibm.com/support/knowledgecenter/SS6A3P_8.0.0).

Procedure

Go to the install_location\Server\ADM folder where you installed the IBM Predictive Customer Intelligence server installation files.

Decompress the installation file that is named ADM_80_Repository_mp.zip.

Click Start > All Programs > IBM Installation Manager .

Click File > Preferences .

Click Add Repository.

Browse to the location where you decompressed the installation files.

In the adm_repository folder, select repository.config, and click Open and OK.

In IBM Installation Manager, click Install.

Under Installation Packages, select IBM Analytical Decision Management .

Click Next, and follow the steps in IBM Installation Manager to install the product.

On the Install Packages page, select Use the existing package group , select IBM SPSS Collaboration and Deployment Services 6.0 , and click Next.

On the Install Packages page, select Production for the Installation Type.

Ensure that all of the options under IBM Analytical Decision Management Applications are selected.

On the Common Configurations page, enter the SPSS® administrator user and password, and click Next.

Click Install.

Click Finish.

Parent topic: Install software on the Predictive Analytics node computer

Installing IBM SPSS Data Access Pack

Install the IBM® SPSS® Data Access Pack software on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

Before you begin

You must stop the IBM WebSphere® Application Server profile where IBM SPSS products are installed and stop IBM SPSS Modeler Server before you install the Data Access Pack.

Procedure

Click Start > All Programs > IBM WebSphere > Profiles > AppSrv01 > Stop the server to stop the WebSphere Application Server where the SPSS components are running.

Stop IBM SPSS Modeler Server from the Microsoft Windows Services tool.

For more information, see the IBM SPSS Modeler documentation (www.ibm.com/support/knowledgecenter/SS3RA7_16.0.0/com.ibm.spss.modeler.help/clementine/server/adminguidesource/admin_startstop_startstop_win.htm?lang=en).

Go to the install_location\Server\DataAccessPack folder where you installed the IBM Predictive Customer Intelligence server installation files.

Decompress the installation files.

Go to the Win64 folder, and double-click SDAP_7.1_win64.exe.

Follow the steps in the wizard to install the Data Access Pack.

Click Start > All Programs > IBM WebSphere > Profiles > AppSrv01 > Start the server to start the WebSphere Application Server where the SPSS components are running.

Start IBM SPSS Modeler Server.

Parent topic: Install software on the Predictive Analytics node computer

Installing IBM SPSS Text Analytics Server

Install IBM® SPSS® Text Analytics Server software on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

Procedure

Go to the install_location\Server\TextAnalytics folder where you installed the IBM Predictive Customer Intelligence server installation files.

Decompress the installation files.

Double-click setup.exe.

Follow the steps in the wizard to install the server software.

Parent topic: Install software on the Predictive Analytics node computer

Installing IBM SPSS Modeler Server Social Network Analysis software

Install IBM® SPSS® Modeler Server Social Network Analysis software on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

Procedure

Go to the install_location\Server\SocialNetworkAnalytics folder where you installed the IBM Predictive Customer Intelligence server installation files.

Decompress the installation files.

Double-click sna_server_installer_win64.exe.

Follow the steps in the wizard to install the server software.

Parent topic: Install software on the Predictive Analytics node computer

Installing IBM SPSS Modeler Solution Publisher

Install IBM® SPSS® Modeler Solution Publisher and IBM SPSS Modeler Premium Solution Publisher software on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

Note: You must install IBM SPSS Modeler Premium Solution Publisher to the same location where you installed IBM SPSS Modeler Solution Publisher.

Procedure

Install IBM SPSS Modeler Solution Publisher.

Go to the install_location\Server\ModelerSolnPublisher folder where you installed the IBM Predictive Customer Intelligence server installation files.

Decompress the installation files.

Double-click setup.exe.

Follow the steps in the wizard to install the software.

Install IBM SPSS Modeler Premium Solution Publisher.

Go to the Server\ModelerPremiumSolnPub folder where you installed the IBM Predictive Customer Intelligence server installation files.

Decompress the installation files.

Double-click spss_mpsp_16.0_64b_win_ml.exe.

Follow the steps in the wizard to install the software.

Parent topic: Install software on the Predictive Analytics node computer

Installing IBM SPSS Statistics Server software

Install IBM® SPSS® Statistics Server software on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

Procedure

Go to the install_location\Server\StatisticsServer folder where you installed the IBM Predictive Customer Intelligence server installation files.

Double-click SPSS_Statistics_Server_22_win64.exe.

Follow the steps in the wizard to install the software.

On the Server Mode page, select Production Mode .

On the IBM SPSS Statistics - Essentials for Python page, click Yes, and then click Next.

On the Server IP Address page, enter the IP address of the computer where you are installing IBM SPSS Statistics Server, and set the Port Number to 3022.

Click Next.

Parent topic: Install software on the Predictive Analytics node computer

Installing IBM SPSS Statistics Collaboration and Deployment Services Adapter

Install IBM® SPSS® Statistics Collaboration and Deployment Services Adapter software on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

Procedure

Go to the install_location\Server\CNDSStatAdapter folder where you installed the IBM Predictive Customer Intelligence server installation files.

Decompress the installation files.

Click Start > All Programs > IBM Installation Manager .

Click File > Preferences .

Click Add Repository.

Browse to the location where you decompressed the installation files.

In the repository directory, select repository.config, and click Open, and OK.

In IBM Installation Manager, click Install.

Under Installation Packages, select IBM SPSS Collaboration and Deployment Services - Server Adapter for Statistics .

Click Next, and follow the steps in IBM Installation Manager to install the product.

On the Install Packages page, select Use the existing package group , select IBM SPSS Collaboration and Deployment Services 6.0 , and click Next.

On the Common Configurations page, enter the SPSS administrator user and password, and click Next.

Click Install.

Click Finish.

Parent topic: Install software on the Predictive Analytics node computer

Install software on the Business Intelligence node computer

You must install an IBM® DB2® client, IBM HTTP Server, and IBM Cognos® Business Intelligence on the IBM Predictive Customer Intelligence Business Intelligence node computer.

Note: If you are using the Top Count command in drill-through reports that are a list of subscribers, it is recommended that you download and install IBM Cognos Business Intelligence 10.2.1 Fix Pack 3 or higher. The configuration settings to improve the performance of this command are available only in Fix Pack 3 or higher.

The IBM Predictive Customer Intelligence installation provides IBM Cognos Business Intelligence 10.2.1 Fix Pack 1.

For more information about Fix Pack 3, see the Cognos Business Intelligence 10.2.1 Fix Pack 3 web page (www.ibm.com/support/docview.wss?uid=swg24037728).

For more information about applying the settings available in Fix Pack 3 or higher, see Tuning IBM Cognos BI for IBM Predictive Customer Intelligence.

Installing IBM DB2 client software on the BI node computer
You must install IBM DB2 client software on the IBM Predictive Customer Intelligence Business Intelligence node computer by using the IBM DB2 Enterprise Server installer.

Installing IBM Installation Manager on the BI node computer
Install IBM Installation Manager before you install other IBM Predictive Customer Intelligence software.

Installing IBM HTTP Server on the BI node computer
You install IBM HTTP Server by using IBM Installation Manager.

Installing IBM Cognos Business Intelligence
Install IBM Cognos Business Intelligence software on the IBM Predictive Customer Intelligence Business Intelligence node computer.

Configure and start IBM Cognos BI
After you install IBM Cognos Business Intelligence, you must create a content store database, save your configuration settings, and start the services.

Parent topic: Installation of the server components

Installing IBM DB2 client software on the BI node computer

You must install IBM® DB2® client software on the IBM Predictive Customer Intelligence Business Intelligence node computer by using the IBM DB2 Enterprise Server installer.

Procedure

Go to the install_location\Server\Database folder where you installed the IBM Predictive Customer Intelligence server installation files.

By default, the install_location is C:\IBM\PCI\.

Double-click v10.1fp3_ntx64_rtcl.exe to extract the installation files.

Select a Typical installation, and follow the steps in the DB2 Setup wizard to install the product.

Parent topic: Install software on the Business Intelligence node computer

Installing IBM Installation Manager on the BI node computer

Install IBM® Installation Manager before you install other IBM Predictive Customer Intelligence software.

Procedure

Go to the install_location\Server\InstallationManager folder where you installed the IBM Predictive Customer Intelligence server installation files.

By default, the install_location is C:\IBM\PCI\.

Decompress the installation files.

Double-click install.exe.

Follow the steps to install IBM Installation Manager.

Parent topic: Install software on the Business Intelligence node computer

Installing IBM HTTP Server on the BI node computer

You install IBM® HTTP Server by using IBM Installation Manager.

Procedure

Go to the install_location\Server\HTTPServer folder where you installed the IBM Predictive Customer Intelligence server installation files.

Decompress the installation files.

You must decompress all of the compressed files.

Click Start > All Programs > IBM Installation Manager .

Click File > Preferences .

Click Add Repository.

Browse to the location where you extracted the installation files.

Select repository.config, and click Open, and OK.

In IBM Installation Manager, click Install.

Under IBM HTTP Server for WebSphere Application Server , select Version 8.5.5.0.

Click Next, and follow the steps in IBM Installation Manager to install the product.

On the Configuration for IBM HTTP Server for WebSphere Application Server 8.5.5.0 page, change the HTTP port value only if you have another web server that is running on your computer and is already using port 80.

Note: If you use a port other than 80, you must change the port number in the Gateway URI in IBM Cognos® Configuration.

Parent topic: Install software on the Business Intelligence node computer

Installing IBM Cognos Business Intelligence

Install IBM® Cognos® Business Intelligence software on the IBM Predictive Customer Intelligence Business Intelligence node computer.

For more information about IBM Cognos Business Intelligence, see the product documentation (www.ibm.com/support/knowledgecenter/SSEP7J_10.2.1).

Important: The IBM Cognos Business Intelligence installation files are provided in tar.gz compressed format. You may have to use a decompression utility other than the one provided by Microsoft Windows to decompress the files. For example, you can use a decompression utility such as 7-Zip or WinZip to decompress the files.

Procedure

Install IBM Cognos BI.

Go to the install_location\Server\CognosBIServer folder where you installed the IBM Predictive Customer Intelligence server installation files.

Decompress bi_svr_64b_10.2.1_win_ml.tar.gz.

Decompressing the IBM Cognos installation files is a two-step process. You must decompress the tar.gz file, and then decompress the tar file.

Go to the folder where you decompressed bi_svr_64b_10.2.1_win_ml.tar.gz.

Decompress bi_svr_64b_10.2.1_win_ml.tar.

Go to the win64h folder, and double-click issetup.exe.

Follow the steps in the wizard to install the server software.

On the Component Selection page, select the following components:

Application Tier Components

Gateway

Content Manager

Note: Do not install the Cognos Content Database component.

Clear the Start IBM Cognos Configuration box, and click Finish.

Install the IBM Cognos BI fix pack.

Important: Ensure that you decompress the fix pack to a different location than the IBM Cognos BI installation files. Some directories will be overwritten if you use the same location.

Go to the install_location\Server\CognosBIServer folder where you installed the IBM Predictive Customer Intelligence server installation files.

Decompress up_bisrvr_winx64h_10.2.5001.156_ml.tar.gz, and then decompress up_bisrvr_winx64h_10.2.5001.156_ml.tar.

Go to the win64h folder, and double-click issetup.exe.

Follow the steps in the wizard to install the server software.

On the Installation Location page, browse to the location where you installed IBM Cognos BI. For example, C:\Program Files\ibm\cognos\c10_64.

Click Finish.

Optional: Install IBM Cognos Mobile and the IBM Cognos Mobile fix pack.

For more information about IBM Cognos Mobile, see the product documentation (www.ibm.com/support/knowledgecenter/SSEP7J_10.2.1).

my

Go to the install_location\Server\CognosMobile folder where you installed the IBM Predictive Customer Intelligence server installation files.

Decompress up_bisrvr_winx64h_10.2.5001.1033_ml.tar.gz, and then decompress up_bisrvr_winx64h_10.2.5001.1033_ml.tar.

Go to the win64h folder, and double-click issetup.exe.

Follow the steps in the wizard to install the server software.

Decompress mobile_10.2.1_mp_ml.tar.gz, and then decompress mobile_10.2.1_mp_ml.tar.

Go to the win64h folder, and double-click issetup.exe.

Follow the steps in the wizard to install the server software.

Note: You must install IBM Cognos Mobile to the same folder where you installed IBM Cognos BI.

Decompress up_cogmob_winx64h_10.2.5002.46_ml.tar.gz, and then decompress up_cogmob_winx64h_10.2.5002.46_ml.tar.

Go to the win64h folder, and double-click issetup.exe.

Parent topic: Install software on the Business Intelligence node computer

Configure and start IBM Cognos BI

After you install IBM® Cognos® Business Intelligence, you must create a content store database, save your configuration settings, and start the services.

Configuring IBM HTTP Server for IBM Cognos BI
You must configure the IBM Cognos Business Intelligence gateway on your web server.

Copying the JAR files for IBM DB2
You must copy two jar files from your IBM DB2 installation to your IBM Cognos Business Intelligence installation location.

Configuring IBM Cognos BI
You configure IBM Cognos Business Intelligence using IBM Cognos Configuration.

Creating a content store database for IBM Cognos BI
You create a database script on your IBM Predictive Customer Intelligence Business Intelligence node computer when you configure IBM Cognos BI. You use the script to create the content store database on your data node computer.

Starting the IBM Cognos BI services
You start the IBM Cognos BI services by using IBM Cognos Configuration.

Parent topic: Install software on the Business Intelligence node computer

Configuring IBM HTTP Server for IBM Cognos BI

You must configure the IBM® Cognos® Business Intelligence gateway on your web server.

Procedure

Go to the HTTPServer_installation\conf\ folder. For example, go to the C:\Program Files (x86)\IBM\HTTPServer\conf folder.

Open the httpd.conf file in a text editor.

Add the following lines to file:

                        ScriptAlias /ibmcognos/cgi-bin/ "
                           Cognos_installation/cgi-bin/"
                           <Directory "
                           Cognos_installation/cgi-bin/">
                           Options Indexes MultiViews
                           AllowOverride None
                           Order allow,deny
                           Allow from all
                           </Directory>

                           Alias /ibmcognos/ "
                           Cognos_installation/webcontent/"
                           <Directory "
                           Cognos_installation/webcontent/">
                           Options Indexes MultiViews
                           AllowOverride None
                           Order allow,deny
                           Allow from all
                           </Directory>

Note: Ensure that you add the /ibmcognos/cgi-bin/ ScriptAlias before the /ibmcognos/ Alias.

For example, if you use the default installation location, add the following lines:

                        ScriptAlias /ibmcognos/cgi-bin/ "C:/Program Files/IBM/cognos/c10_64/cgi-bin/"
                           <Directory "C:/Program Files/IBM/cognos/c10_64/cgi-bin/">
                           Options Indexes MultiViews
                           AllowOverride None
                           Order allow,deny
                           Allow from all
                           </Directory>

                           Alias /ibmcognos/ "C:/Program Files/IBM/cognos/c10_64/webcontent/"
                           <Directory "C:/Program Files/IBM/cognos/c10_64/webcontent/">
                           Options Indexes MultiViews
                           AllowOverride None
                           Order allow,deny
                           Allow from all
                           </Directory>

Save and close the file.

Restart the web server.

Click Start > All Programs > IBM HTTP Server V8.5 > Stop HTTP Server .

Click Start > All Programs > IBM HTTP Server V8.5 > Start HTTP Server .

Parent topic: Configure and start IBM Cognos BI

Copying the JAR files for IBM DB2

You must copy two jar files from your IBM® DB2® installation to your IBM Cognos® Business Intelligence installation location.

Procedure

Copy the following files from the DB2_client_installation\sqllib\java folder to the Cognos_installation\webapps\p2pd\WEB-INF\lib folder:

db2jcc.jar

db2jcc_license_cu.jar

Parent topic: Configure and start IBM Cognos BI

Configuring IBM Cognos BI

You configure IBM® Cognos® Business Intelligence using IBM Cognos Configuration.

For more information about configuring IBM Cognos BI, see the Business Intelligence Installation and Configuration Guide on IBM Knowledge Center (www.ibm.com/support/knowledgecenter/SSEP7J_10.2.1).

Procedure

Click Start > All Programs > IBM Cognos 10_64 > IBM Cognos Configuration .

In the Explorer pane, select Environment, and replace localhost with the name or IP address of your computer in the following fields:

Gateway URI (If you are using a port number other than 80 for the web server, ensure that you also change the port number value to the port number for IBM HTTP Server.)

Dispatcher URIs for Gateway

External dispatcher URI

Internal dispatcher URI

Dispatcher URI for external applications

Content Manager URIs

Leave IBM Cognos Configuration open.

Parent topic: Configure and start IBM Cognos BI

Creating a content store database for IBM Cognos BI

You create a database script on your IBM® Predictive Customer Intelligence Business Intelligence node computer when you configure IBM Cognos® BI. You use the script to create the content store database on your data node computer.

Procedure

In IBM Cognos Configuration, configure a content store database.

Note: The information you enter is used to generate a script that you use to create the content store database on the data node computer.

In the Explorer pane, under Data Access > Content Manager , click Content Store.

In the Database server and port number field, enter the name of the computer and the port number on which you installed IBM DB2® Enterprise Server. For example, enter servername:50000 , where servername is the name of the data node computer and 50000 is the default port number that is used by IBM DB2.

Click the Value field next to the User ID and password property, click the edit icon, and enter the User ID and Password for your IBM DB2 user, and click OK.

In the Properties pane, for the Database name property, enter a name for your content store database.

The default name is cm.

Restriction: Do not use a name longer than 8 characters and use only letters, numbers, underscores, or hyphens in the name.

Right-click Content Store, and click Generate DDL .

The DDL file, createDb.sql, is created in the Cognos_installation\configuration\schemas\content\db2 folder.

Copy createDb.sql from the BI node computer to the data node computer.

On your data node computer, create the content store database.

Log on to the data node computer as a DB2 user with privileges to create a database.

Click Start > IBM DB2 > DB2COPY1 (Default) > DB2 Command Window - Administrator .

Type db2 -tvf path\createDb.sql , and press Enter.

Leave IBM Cognos Configuration open.

Parent topic: Configure and start IBM Cognos BI

Starting the IBM Cognos BI services

You start the IBM® Cognos® BI services by using IBM Cognos Configuration.

Procedure

In IBM Cognos Configuration, click File > Save .

Test the connection to the content store database.

In IBM Cognos Configuration, in the Explorer pane, under Data Access > Content Manager , right-click Content Store , and click Test.

Note: If the connection does not succeed, you must correct any issues before you can start the IBM Cognos BI services.

In IBM Cognos Configuration, click Actions > Start .

Results

After the services start, you can access the IBM Cognos BI portal by going to http:// servername/ibmcognos/ in a web browser.

Note: It can take some time for the IBM Cognos BI services to start for the first time.

If you did not use port 80 when you installed IBM HTTP Server, you must add the port number. For example, http:// servername: port/ibmcognos/ , where port is the number you used for the web server.

Parent topic: Configure and start IBM Cognos BI

Install software on the Integration Bus node computer

You must install WebSphere® MQ and IBM® Integration Bus on the IBM Predictive Customer Intelligence Integration Bus node computer.

Installing IBM DB2 client software on the Integration Bus node computer
You must install IBM DB2® client software on the IBM Predictive Customer Intelligence Integration Bus node computer.

Installing WebSphere MQ
Install WebSphere MQ on the IBM Predictive Customer Intelligence Integration Bus node computer.

Installing IBM Integration Bus
Install IBM Integration Bus and IBM Integration Explorer on the IBM Predictive Customer Intelligence Integration Bus node computer.

Parent topic: Installation of the server components

Installing IBM DB2 client software on the Integration Bus node computer

You must install IBM® DB2® client software on the IBM Predictive Customer Intelligence Integration Bus node computer.

Procedure

Go to the install_location\Server\Database folder where you installed the IBM Predictive Customer Intelligence server installation files.

By default, the install_location is C:\IBM\PCI\.

Double-click v10.1fp3_ntx64_rtcl.exe to extract the installation files.

Select a Typical installation, and follow the steps in the DB2 Setup wizard to install the product.

Parent topic: Install software on the Integration Bus node computer

Installing WebSphere MQ

Install WebSphere® MQ on the IBM® Predictive Customer Intelligence Integration Bus node computer.

Note: If you are installing the software as a domain user account instead of a local administrator, you must provide a domain user account with authority to query information about user accounts. For more information, see the WebSphere MQ documentation (www.ibm.com/support/knowledgecenter/SSFKSJ_7.5.0).

Procedure

Log on to the computer where you are installing WebSphere MQ as a local administrator.

Go to the Server\MessageQueue folder where you installed the IBM Predictive Customer Intelligence server installation files.

Decompress the installation files.

Double-click Setup.exe.

Click Software Requirements, and ensure that you are using a supported operating system.

Click Network Configuration, and select No for Configuring WebSphere MQ for Windows domain users .

Click WebSphere MQ Installation, and click Launch IBM Websphere MQ Installer.

Follow the steps in the wizard to install the server software.

When the installation is complete, click Finish.

The Prepare WebSphere MQ Wizard appears.

Select a Typical installation, and follow the steps in the wizard.

When you are prompted to identify a domain controller, select No if you are installing as a local administrator account, and click Next.

Click Finish.

Parent topic: Install software on the Integration Bus node computer

Installing IBM Integration Bus

Install IBM® Integration Bus and IBM Integration Explorer on the IBM Predictive Customer Intelligence Integration Bus node computer.

Before you begin

Ensure that you install WebSphere® Message Queue before you install IBM Integration Bus.

Procedure

Go to the Server\IntegrationBus folder where you installed the IBM Predictive Customer Intelligence server installation files.

Decompress the installation files.

Go to the integrationbus_runtime1 folder, and double-click mqsilaunchpad.exe.

Select the following components:

IBM Integration Bus, V9.0.0.1

IBM Integration Explorer, V9.0.0.1

Each component is installed sequentially.

Click Launch Installation for IBM Integration Bus .

Follow the steps in the IBM Integration Bus installation wizard, and click Done.

If a message appears stating that the installer is unable to find the correct version of WebSphere MQ, click Next. WebSphere MQ 7.5.0.2 is provided with IBM Predictive Customer Intelligence , but the installer is looking for an earlier version. You can safely ignore this message and click Next.

Follow the steps in the IBM Integration Explorer installation wizard, and click Done.

Click Exit Launchpad.

Creating a broker and queue manager
You create a broker for IBM Predictive Customer Intelligence from the command line. A queue manager is automatically created when you create the broker.

Enabling remote access for the queue manager
For IBM Predictive Customer Intelligence , you must start the queue manager command line processor to enable remote access to the queue manager.

Parent topic: Install software on the Integration Bus node computer

Creating a broker and queue manager

You create a broker for IBM® Predictive Customer Intelligence from the command line. A queue manager is automatically created when you create the broker.

You must assign a user for the broker and queue manager. The user must be a local administrator user.

Procedure

Log on to the Integration Bus node as a local administrator user.

In a command prompt, go to the installation_location\MQSI\9.0.0.1\bin folder. For example, if you installed to the default location, go to the C:\Program Files\IBM\MQSI\9.0.0.1\bin folder.

Enter the following command to start the command console:

mqsiCommandConsole.exe

Enter the following command to create and start the broker and queue manager:

mqsicreatebroker broker_name -i LocalSystem -q queue_manager_name

For example, to create a broker that is named pcibroker and a queue manager that is named pciqmgr, enter:

mqsicreatebroker pcibroker -i LocalSystem -q pciqmgr

Enter the following command to start the broker:

mqsistart broker_name

For example, to start a broker that is named pcibroker, enter:

mqsistart pcibroker

Enter the following command to create an execution group:

mqsicreateexecutiongroup broker_name -e executiongroupname

For example, to create an execution group that is named pciegroup, enter:

mqsicreateexecutiongroup pcibroker -e pciegroup

Parent topic: Installing IBM Integration Bus

Enabling remote access for the queue manager

For IBM® Predictive Customer Intelligence , you must start the queue manager command line processor to enable remote access to the queue manager.

Procedure

In the mqsiCommandConsole, enter the following command to start the queue manager:

runmqsc queue_manager_name

For example, if your queue manager is named pciqmgr, enter:

runmqsc pciqmgr

Enter the following lines, and press Enter after each line:

START LISTENER

ALTER QMGR CHLAUTH(ENABLED)

SET CHLAUTH(SYSTEM.BKR.CONFIG) TYPE(ADDRESSMAP) ADDRESS('*')  MCAUSER('mqm')

SET CHLAUTH(SYSTEM.BKR.CONFIG) TYPE(BLOCKUSER) USERLIST('*NOACCESS')

END

Important: The ADDRESS('*') value in the command allows connections from any IP address. Consider restricting the access to a single computer. For more information about these values, see the WebSphere® MQ documentation.

If you want to use a specific port number for the listener, enter the following command:

runmqlsr -t tcp -m queue_manager_name -p port_number

Parent topic: Installing IBM Integration Bus

Distribute Analytics node components

After you complete a default environment installation, you can optionally add Analytics node components. Adding Analytics node components can improve the performance of the solution.

Distributing Analytics node components includes adding of SPSS® Collaboration and Deployment Services Server instances on other computers in your environment.

Creating a database for an additional Collaboration and Deployment Services instance
You must create a database for each instance of SPSS Collaboration and Deployment Services Server you add to your environment.

Copying the installers to the distributed Analytics node computer
Copy the required installers to each computer on which you want to install an additional SPSS Collaboration and Deployment Services Server.

Installing IBM DB2 client for SPSS Collaboration and Deployment Services
You must install IBM® DB2® client software on the computer on which you install SPSS Collaboration and Deployment Services Server components for your IBM Predictive Customer Intelligence environment.

Installing IBM Installation Manager for SPSS Collaboration and Deployment Services
You must install IBM Installation Manager on the computer on which you install SPSS Collaboration and Deployment Services Server components for your IBM Predictive Customer Intelligence environment.

Installing IBM WebSphere Application Server for SPSS Collaboration and Deployment Services
You must install IBM WebSphere Application Server on the computer on which you install SPSS Collaboration and Deployment Services Server components for your IBM Predictive Customer Intelligence environment.

Installing additional IBM SPSS Collaboration and Deployment Services Server instances
Each instance of IBM SPSS Collaboration and Deployment Services Server that you install requires a separate database. The databases can be on the same database server. The database must exist before you install the server components.

Installing additional IBM SPSS Collaboration and Deployment Services Modeler Adapter instances
Install IBM SPSS Collaboration and Deployment Services Adapter software on the computer where you installed an additional SPSS Collaboration and Deployment Services Server instance.

Installing additional IBM Analytical Decision Management instances
Install IBM Analytical Decision Management software on the computer where you installed an additional SPSS Collaboration and Deployment Services Server instance.

Installing additional IBM SPSS Statistics Collaboration and Deployment Services Adapter instances
Install IBM SPSS Statistics Collaboration and Deployment Services Adapter softwareon the computer where you installed an additional SPSS Collaboration and Deployment Services Server instance.

Creating a database for an additional Collaboration and Deployment Services instance

You must create a database for each instance of SPSS® Collaboration and Deployment Services Server you add to your environment.

Each instance of SPSS Collaboration and Deployment Services Server requires its own database. You cannot use the same database for multiple instances of SPSS Collaboration and Deployment Services Server.

Procedure

Log on to the data node computer as a DB2® instance owner user.

Click Start > IBM DB2 > DB2COPY1 (Default) > DB2 Command Window - Administrator .

Enter the following script to create a database:

                        DB2 CREATE DATABASE SPSSDB
                           xx ON
                           path USING CODESET UTF-8
                           TERRITORY US COLLATE USING SYSTEM

Important: Ensure that you use a different database name for each SPSS Collaboration and Deployment Services Server that you are adding to your environment. For example, change SPSSDB xx to a new name for each SPSS Collaboration and Deployment Services Server you add.

Do not use a database name that is longer than 8 characters.

path can be a file path or just a drive letter. For example,

                        DB2 CREATE DATABASE SPSSDB1 ON C: USING CODESET UTF-8
                           TERRITORY US COLLATE USING SYSTEM

Connect to the database you created by using the following command:

                        DB2 CONNECT TO SPSSDB
                           xx

Enter the following commands to create the bufferpools for the database. Enter each command individually.

                        DB2 CREATE Bufferpool CDS8K IMMEDIATE SIZE 250 AUTOMATIC PAGESIZE 8 K

                           DB2 CREATE REGULAR TABLESPACE CDS8K PAGESIZE 8 K MANAGED BY AUTOMATIC
                           STORAGE EXTENTSIZE 8 OVERHEAD 10.5 PREFETCHSIZE 8 TRANSFERRATE 0.14
                           BUFFERPOOL CDS8K DROPPED TABLE RECOVERY ON

                           DB2 CREATE Bufferpool CDSTEMP IMMEDIATE SIZE 250 PAGESIZE 32 K

                           DB2 CREATE SYSTEM TEMPORARY TABLESPACE CDSTEMP PAGESIZE 32 K MANAGED BY AUTOMATIC
                           STORAGE EXTENTSIZE 16 OVERHEAD 10.5 PREFETCHSIZE 16 TRANSFERRATE 0.14
                           BUFFERPOOL "CDSTEMP"

Parent topic: Distribute Analytics node components

Copying the installers to the distributed Analytics node computer

Copy the required installers to each computer on which you want to install an additional SPSS® Collaboration and Deployment Services Server.

You can use the installers that were copied to the Analytics node computer you already set up ( Installation of the server components).

If you use the Launchpad to install the server components, you have to deploy all of the installers for all of the nodes.

Procedure

If you have access to the installers on your existing Analytics node computer, copy the following installation file folders to the computer you want to add as an additional Analytics node computer.

Database

InstallationManager

WebSphereApplicationServer

SPSS_CNDS

CNDSModelerAdapter

ADM

CNDSStatAdapter

If you no longer have the installers on your existing Analytics node computer, follow the steps in Installation of the server components to deploy the installers to your computers.

Parent topic: Distribute Analytics node components

Installing IBM DB2 client for SPSS Collaboration and Deployment Services

You must install IBM® DB2® client software on the computer on which you install SPSS® Collaboration and Deployment Services Server components for your IBM Predictive Customer Intelligence environment.

Procedure

Go to the Database folder where you copied the installation files.

Double-click v10.1fp3_ntx64_rtcl.exe to extract the installation files.

Select a Typical installation, and follow the steps in the DB2 Setup wizard to install the product.

Parent topic: Distribute Analytics node components

Installing IBM Installation Manager for SPSS Collaboration and Deployment Services

You must install IBM® Installation Manager on the computer on which you install SPSS® Collaboration and Deployment Services Server components for your IBM Predictive Customer Intelligence environment.

About this task

Procedure

Go to the InstallationManager folder where you copied the installation files.

Decompress the installation files.

Double-click install.exe.

Follow the steps to install IBM Installation Manager.

Parent topic: Distribute Analytics node components

Installing IBM WebSphere Application Server for SPSS Collaboration and Deployment Services

You must install IBM® WebSphere Application Server on the computer on which you install SPSS® Collaboration and Deployment Services Server components for your IBM Predictive Customer Intelligence environment.

About this task

Procedure

Go to the WebSphereApplicationServer folder where you copied the installation files.

Decompress the installation files.

You must decompress all of the compressed files.

Click Start > All Programs > IBM Installation Manager .

Click File > Preferences .

Click Add Repository.

Browse to the location where you decompressed the installation files.

In the WAS_ND_V8.5.5_1_OF_3 folder, select repository.config, and click Open, and OK.

In IBM Installation Manager, click Install.

Under IBM WebSphere Application Server Network Deployment, select Version 8.5.5.0.

Click Next, and follow the steps in IBM Installation Manager to install the product.

When prompted for Which program do you want to start?, select Profile Management Tool to create a profile, and click Finish.

In the WebSphere Customization Toolbox 8.5 window, click Create.

Select Application Server, and click Next.

Select Typical profile creation, and click Next.

Follow the steps in the wizard to configure your application server. For more information about any of the settings, see the WebSphere® Application Server documentation.

Parent topic: Distribute Analytics node components

Installing additional IBM SPSS Collaboration and Deployment Services Server instances

Each instance of IBM SPSS Collaboration and Deployment Services Server that you install requires a separate database. The databases can be on the same database server. The database must exist before you install the server components.

Procedure

Go to the SPSS_CNDS folder where you copied the installation files.

Decompress the installation files.

Click Start > All Programs > IBM Installation Manager .

Click File > Preferences .

Click Add Repository.

Browse to the location where you decompressed the installation files.

In the Server_Repository folder, select repository.config, and click Open, and OK.

In IBM® Installation Manager, click Install.

Under Installation Packages, select the following components.

IBM SPSS Collaboration and Deployment Services

IBM SPSS Collaboration and Deployment Services - Remote Process Server

IBM SPSS Collaboration and Deployment Services - Scoring Server

IBM SPSS PMML Scoring Adapter

Click Next, and follow the steps in IBM Installation Manager to install the products.

On the Common Configuration for IBM SPSS Collaboration and Deployment Services - Remote Process Server pages, enter the following information:

Database Type

Select IBM DB2.

Database Machine Name or IP

The name or IP address of the computer where you installed IBM DB2® and created the SPSSDB xx database.

Database Name

Enter the name of the database you created. For example, enter SPSSDB xx . Each instance of SPSS Collaboration and Deployment Services must use its own database.

Port Number

Enter 50000, the default port number for IBM DB2.

User name

Enter the user name of your IBM DB2 administrator user.

Password

Enter the password for your IBM DB2 administrator user.

Remote Process Service Name

Leave the default value RemoteProcessServer.

Port Number

Change the default only if the default value 2211 causes a port conflict.

Leave the Configure Clustering check box clear, and click Next.

Select IBM WebSphere Application Server, and click Next.

Click Install.

In the Which programs do you want to start box, select IBM SPSS Collaboration and Deployment Services Configuration Tool 6.0 , and click Finish.

In the IBM SPSS Collaboration and Deployment Services Configuration Tool , click Next.

On the Application Server page, enter the information for IBM WebSphere® Application Server, and click Next.

For the WebSphere profile directory value, the default location is C:\Program Files (x86)\IBM\WebSphere\AppServer\profiles\AppSrv01.

On the Database page, enter the information for the SPSSDB database, and click Next.

On the Encryption page, enter a password, and click Next.

On the Repository Admin page, enter a password for the SPSS® admin user, and click Next.

On the Deployment mode page, select Automatic, and click Next.

Click Configure.

Click Finish.

Parent topic: Distribute Analytics node components

Installing additional IBM SPSS Collaboration and Deployment Services Modeler Adapter instances

Install IBM® SPSS® Collaboration and Deployment Services Adapter software on the computer where you installed an additional SPSS Collaboration and Deployment Services Server instance.

Procedure

Go to the CNDSModelerAdapter folder where you copied the installation files.

Decompress the installation files.

Click Start > All Programs > IBM Installation Manager .

Click File > Preferences .

Click Add Repository.

Browse to the location where you decompressed the installation files.

In the disk1 folder, select diskTag.inf, and click Open, and OK.

In IBM Installation Manager, click Install.

Under Installation Packages, select IBM SPSS Modeler Adapters for Collaboration and Deployment Services .

Click Next, and follow the steps in IBM Installation Manager to install the product.

On the Install Packages page, select Use the existing package group , select IBM SPSS Collaboration and Deployment Services 6.0, and click Next.

On the Common Configurations page, enter the SPSS administrator user and password, and click Next.

Click Install, and click Finish.

Parent topic: Distribute Analytics node components

Installing additional IBM Analytical Decision Management instances

Install IBM® Analytical Decision Management software on the computer where you installed an additional SPSS® Collaboration and Deployment Services Server instance.

A sample Analytical Decision Management application is provided with the installation files. The sample application is provided in a compressed file that is named ADM_80_Demo.zip. For more information about the sample file, see the Analytical Decision Management documentation (www.ibm.com/support/knowledgecenter/SS6A3P_8.0.0).

Procedure

Go to the ADM folder where you copied the installation files.

Decompress the installation file that is named ADM_80_Repository_mp.zip.

Click Start > All Programs > IBM Installation Manager .

Click File > Preferences .

Click Add Repository.

Browse to the location where you decompressed the installation files.

In the adm_repository folder, select repository.config, and click Open and OK.

In IBM Installation Manager, click Install.

Under Installation Packages, select IBM Analytical Decision Management .

Click Next, and follow the steps in IBM Installation Manager to install the product.

On the Install Packages page, select Use the existing package group , select IBM SPSS Collaboration and Deployment Services 6.0, and click Next.

On the Install Packages page, select Production for the Installation Type.

Ensure that all of the options under IBM Analytical Decision Management Applications are selected.

On the Common Configurations page, enter the SPSS administrator user and password, and click Next.

Click Install.

Click Finish.

Parent topic: Distribute Analytics node components

Installing additional IBM SPSS Statistics Collaboration and Deployment Services Adapter instances

Install IBM® SPSS® Statistics Collaboration and Deployment Services Adapter softwareon the computer where you installed an additional SPSS Collaboration and Deployment Services Server instance.

Procedure

Go to the CNDSStatAdapter folder where you copied the installation files.

Decompress the installation files.

Click Start > All Programs > IBM Installation Manager .

Click File > Preferences .

Click Add Repository.

Browse to the location where you decompressed the installation files.

In the repository directory, select repository.config, and click Open, and OK.

In IBM Installation Manager, click Install.

Under Installation Packages, select IBM SPSS Collaboration and Deployment Services - Server Adapter for Statistics .

Click Next, and follow the steps in IBM Installation Manager to install the product.

On the Install Packages page, select Use the existing package group , select IBM SPSS Collaboration and Deployment Services 6.0, and click Next.

On the Common Configurations page, enter the SPSS administrator user and password, and click Next.

Click Install.

Click Finish.

Parent topic: Distribute Analytics node components

Client component installation

There are several client components that are included with IBM® Predictive Customer Intelligence . You can install the components as you require.

Important: Install the client components only after you successfully install the server components.

Client components
Client components for IBM Predictive Customer Intelligence are available to be installed.

Starting the Launchpad for the client components
Use the IBM Predictive Customer Intelligence Launchpad to start the Deployment Wizard .

Starting the Deployment Wizard for the client components
Use the Launchpad to start the IBM Predictive Customer Intelligence server Deployment Wizard .

Changing the temporary location for installation files
The Deployment Wizard uses a temporary folder for installation source files. You must ensure that you are using a location that has adequate disk space for the installation source files. If you do not have enough disk space in the default location, you can change the location.

Installing the client components
Use the IBM Predictive Customer Intelligence Deployment Wizard to copy the client installation files to your computer. You must run each installation program individually after the client installation files are copied to your computer.

Installing IBM SPSS Collaboration and Deployment Services Deployment Manager
You must install IBM SPSS® Collaboration and Deployment Services Deployment Manager to complete the configuration of IBM Predictive Customer Intelligence .

Installing IBM SPSS Modeler Client
You must install IBM SPSS Modeler Client to configure the Next Best Action Optimizer connectors for IBM Predictive Customer Intelligence .

Installation of the Integration Bus clients
For IBM Predictive Customer Intelligence , you must install MQ Explorer, Integration Toolkit, and Integration Explorer.

Installing Framework Manager for IBM Predictive Customer Intelligence
Install IBM Cognos® Framework Manager to create or edit models and publish packages for IBM Cognos Business Intelligence.

Client components

Client components for IBM® Predictive Customer Intelligence are available to be installed.

For more information about installing and using the client components, see the documentation provided with the component.

Important: After the client installation files are copied to your computer, some paths for the compressed files can be long. You might need to use a decompression utility other than the one provided by Microsoft Windows to decompress the files.

Database connectivity

IBM Data Server Runtime Client must be installed to enable connectivity to the databases.

Predictive modeling and decision management

Install the following components so that you can modify or create predictive models and so that you can perform decision management tasks:

IBM SPSS® Collaboration and Deployment Services Deployment Manager

IBM SPSS Modeler Client Premium

Optionally, install the following components:

IBM SPSS Statistics Client

IBM SPSS Collaboration and Deployment Services Documentation

IBM Analytical Decision Management Documentation

IBM SPSS Modeler Premium Documentation

Business intelligence

Install IBM Cognos® Framework Manager so that you can modify the reporting model metadata.

Note: You must install IBM Data Server Runtime Client before you can use IBM Cognos Framework Manager. Ensure that you restart the computer after you install the IBM Data Server Runtime Client, and that you catalog the databases before you use Framework Manager. Framework Manager is a 32-bit application, and requires the 32-bit IBM Data Server Runtime Client.

Optionally, install the following components:

IBM Cognos Business Intelligence Samples

IBM Cognos Dynamic Query Analyzer

IBM Cognos for Microsoft Office

IBM Cognos Lifecycle Manager

IBM Cognos Software Development Kit

IBM Cognos Supplementary Languages Documentation

Integration Bus

Install the following components:

Integration Bus Toolkit

WebSphere® MQ for Windows

Use the Integration Bus Toolkit to create, manage, deploy, and delete message flows and associated resources in a development environment.

Parent topic: Client component installation

Starting the Launchpad for the client components

Use the IBM® Predictive Customer Intelligence Launchpad to start the Deployment Wizard .

Procedure

Go to the folder where you downloaded the artifacts installation files.

Decompress the installation files.

Go to the disk1 directory where you decompressed the files.

Double-click Launchpad.exe or Launchpad64.exe.

Parent topic: Client component installation

Starting the Deployment Wizard for the client components

Use the Launchpad to start the IBM® Predictive Customer Intelligence server Deployment Wizard .

Tip: You might need to adjust your Windows User Access Control (UAC) settings so that you can run the installation program for the client components.

Procedure

In the Launchpad , click Deploy Client .

Click Start the Predictive Customer Intelligence Client Deployment Wizard .

Parent topic: Client component installation

Installing the client components

Use the IBM® Predictive Customer Intelligence Deployment Wizard to copy the client installation files to your computer. You must run each installation program individually after the client installation files are copied to your computer.

Tip: You might need to adjust your Windows User Access Control (UAC) settings so that you can run the installation program for the client components.

Procedure

On the Select Tasks panel, select whether you want 32- or 64-bit clients installed, and click Next.

Select the clients for which you want to deploy the installation files, and click Next.

Enter a location for each client component installer to be copied to. The default is C:\IBM\PCI\.

On the Summary Panel, click Deploy all .

Note: The time to deploy the software is estimated by the Deployment Wizard . The actual time required depends on a variety of factors, such as network speed. In most cases, the deployments will take significantly less time than what is initially displayed by the Deployment Wizard .

After the client installers are copied to your computer, you must install each client individually by using its installer.

Parent topic: Client component installation

Installing IBM SPSS Collaboration and Deployment Services Deployment Manager

You must install IBM® SPSS® Collaboration and Deployment Services Deployment Manager to complete the configuration of IBM Predictive Customer Intelligence .

Procedure

Go to the install_location\Client\Analytics\IBM SPSS Collaboration and Deployment Services Deployment Manager directory.

By default, the install_location is C:\IBM\PCI\.

Decompress the installation files.

In the decompressed folder, double-click install.exe to start the IBM SPSS Collaboration and Deployment Services Deployment Manager installation.

Follow the steps in the wizard to install the client component.

For more information about the installation of Deployment Manager, see the IBM SPSS documentation (www.ibm.com/support/knowledgecenter/SS69YH_6.0.0).

Adding server connections for IBM SPSS Collaboration and Deployment Services
You must add a connection to your IBM SPSS Collaboration and Deployment Services repository in the IBM SPSS Collaboration and Deployment Services Deployment Manager client.

Adding users and groups and server definitions to IBM SPSS Collaboration and Deployment Services
You use IBM SPSS Collaboration and Deployment Services Deployment Manager to manage users and groups. You must add an administrator user and a modeler user for IBM Predictive Customer Intelligence . You must also add a server definition.

Parent topic: Client component installation

Adding server connections for IBM SPSS Collaboration and Deployment Services

You must add a connection to your IBM® SPSS® Collaboration and Deployment Services repository in the IBM SPSS Collaboration and Deployment Services Deployment Manager client.

After you add the connection, the server folder displays in the Content Explorer , and you can log in to the server.

Procedure

Click Start > All Programs > IBM SPSS Collaboration and Deployment Services > Deployment Manager > Deployment Manager 6.0 .

Click File > New > Content Server Connection .

In the Connection Name box, enter a name for your Collaboration and Deployment Services repository. For example, enter SPSS.

In the Server URL box, enter the name or IP address of the Predictive Analytics node computer and the port number, and click Finish. For example, enter http:// servername:9080 .

You can use the servername or the IP address for the Analytics node computer.

The default port number that is used by the WebSphere® Application Server instance is 9080. If another port number was used, ensure that you use the correct port number.

Double-click the connection name that you created.

In the User ID box, enter the SPSS admin user that you used when you installed IBM SPSS Collaboration and Deployment Services Server.

In the Password box, enter the SPSS admin user's password.

Click OK.

Click File > New > Administered Server Connection .

In the Name box, enter a name for the repository server, and click Next. For example, enter SPSS.

In the Server URL box, enter the name or IP address of the Predictive Analytics node computer and the port number, and click Finish. For example, enter http:// servername:9080 .

The default port number that is used by the WebSphere Application Server instance is 9080. If another port number was used, ensure that you use the correct port number.

Double-click the server connection name that you created.

In the User ID box, enter the SPSS admin user that you used when you installed IBM SPSS Collaboration and Deployment Services Server.

In the Password box, enter the SPSS admin user's password.

Click OK.

Parent topic: Installing IBM SPSS Collaboration and Deployment Services Deployment Manager

Adding users and groups and server definitions to IBM SPSS Collaboration and Deployment Services

You use IBM® SPSS® Collaboration and Deployment Services Deployment Manager to manage users and groups. You must add an administrator user and a modeler user for IBM Predictive Customer Intelligence . You must also add a server definition.

Procedure

In Deployment Manager, on the Content Explorer tab, double-click the SPSS connection that you created. Log in if you are prompted to.

Expand Resource Definiton.

Add an administrator user. The administrator user is a local administrator user account on the Predictive Analytics node computer.

Right-click Credentials, and click New > Credentials Definition .

In the Name box, enter admin, and click Next.

In the User ID box, enter a local administrator user ID.

In the Password box, enter the password for the local administrator user ID.

In the Security Provider box, select Local User Repository .

Click Finish.

Add a modeler user. The user is a local user account on the Predictive Analytics node computer.

Right-click Credentials, and click New > Credentials Definition .

In the Name box, enter modeler, and click Next.

In the User ID box, enter a local user on the Predictive Analytics node computer.

In the Password box, enter a password for that user.

In the Security Provider box, select Local User Repository .

Click Finish.

Add a Content Repository Server server definition.

In Resource Definitions, right-click Servers, and click New > Server Definition .

In the Name box, enter localhost.

In the Type box, select Content Repository Server .

Click Next.

In the Server URL box, enter the name or IP address of the Analytics node computer and the port number, and click Finish. For example, enter http:// servername:9080

The default port number that is used by the WebSphere® Application Server instance is 9080.

Add a Modeler Server definition.

Right-click Servers, and click New > Server Definition .

In the Name box, enter modeler, and click Next.

In the Type box, select Modeler Server, and click Next.

In the Host box, enter the name or IP address of the Analytics node computer.

In the Port box, enter 28053.

In the Default data path box, enter the path to the data folder on Analytics node computer. For example, enter C:\Program Files\IBM\SPSS\ModelerServer\16 .

Click Finish.

On the Server Administration tab, expand Users and Groups , and double-click Local User Repository.

Click New Group.

In Group Name, enter administrator.

Select Show all available users.

In Available Users, select admin, and move the user to the Group contains Users box.

Click OK.

Parent topic: Installing IBM SPSS Collaboration and Deployment Services Deployment Manager

Installing IBM SPSS Modeler Client

You must install IBM® SPSS® Modeler Client to configure the Next Best Action Optimizer connectors for IBM Predictive Customer Intelligence .

To use SPSS Modeler Client, you must obtain a license. For more information about obtaining a Modeler Client license, see the Welcome to GetSPSS web site (www.ibm.com/software/analytics/spss/support/get_spss.html).

Procedure

Go to the install_location\Client\Analytics\IBM SPSS Modeler Client directory.

By default, the install_location is C:\IBM\PCI\.

Decompress the installation files.

Double-click setup.exe to start the IBM SPSS Modeler Client installation.

Follow the steps in the wizard to install the client component.

Parent topic: Client component installation

Installation of the Integration Bus clients

For IBM® Predictive Customer Intelligence , you must install MQ Explorer, Integration Toolkit, and Integration Explorer.

Installing MQ Explorer
IBM Integration Explorer client application requires that MQ Explorer is installed on the same computer.

Installing the Integration Bus client applications
Install the IBM Predictive Customer Intelligence Integration Bus client applications. The applications include IBM Integration Toolkit and IBM Integration Explorer.

Connecting to your WebSphere MQ broker
Connect to the queue manager you created on the IBM Predictive Customer Intelligence Integration Bus node computer.

Parent topic: Client component installation

Installing MQ Explorer

IBM® Integration Explorer client application requires that MQ Explorer is installed on the same computer.

Procedure

Go to the install_location\Client\Integration Bus\IBM Integration Bus folder.

By default, the install_location is C:\IBM\PCI\.

Decompress the installation file that is named IIB_IBToolkit_WS_MQ_WINDOWS_X86-64.zip.

In the decompressed folder, go to the integrationbus\WebSphere_MQ_V7.5.0.1 folder, and double-click MQLaunch.exe.

Click Software Requirements, and ensure that you are using a supported operating system.

Click Network Configuration, and select No for Configuring WebSphere MQ for Windows domain users .

Click WebSphere MQ Installation, and click Launch IBM Websphere MQ Installer.

On the Setup Type page, select Custom, and click Next.

On the Features page, select only MQ Explorer to be installed.

Ensure that all other features are set to Do not install this feature.

Click Next.

Click Install, and click Finish.

Parent topic: Installation of the Integration Bus clients

Installing the Integration Bus client applications

Install the IBM® Predictive Customer Intelligence Integration Bus client applications. The applications include IBM Integration Toolkit and IBM Integration Explorer.

Before you begin

Ensure that MQ Explorer is already installed.

Procedure

Go to the folder where you decompressed the Integration Bus client application installers.

In the decompressed folder, in the integrationbus folder, double-click mqsilaunchpad.exe.

Select the check boxes for IBM Integration Toolkit, and IBM Integration Explorer. Clear the check box for IBM Integration Bus.

If it is not already installed, IBM Installation Manager is installed with IBM Integration Toolkit.

Click Launch Installation for IBM Integration Bus .

IBM Installation Manager appears.

Follow the steps in IBM Installation Manager to install IBM Integration Toolkit.

When you are prompted to open a product, select None, and click Finish.

The installer for IBM Integration Explorer appears.

Follow the steps in the wizard to install IBM Integration Explorer.

Parent topic: Installation of the Integration Bus clients

Connecting to your WebSphere MQ broker

Connect to the queue manager you created on the IBM® Predictive Customer Intelligence Integration Bus node computer.

Procedure

From the Start menu, click All Programs > IBM WebSphere MQ > WebSphere MQ Explorer .

The first time that you start WebSphere® MQ Explorer, you are prompted for a workspace location.

In the MQ Explorer - Navigator, under IBM WebSphere MQ, right-click Queue Managers , and select Add Remote Queue Manager.

Enter the name of your queue manager, select Connect directly , and click Next. For example, enter pciqmgr.

In the Connection details section, enter the following information, and click Next.

In the Host name or IP address box, enter the information for your Integration Bus node computer.

In the Port number box, enter the listener port number. The default is 1414.

In the Server-connection channel box, enter SYSTEM.BKR.CONFIG

On the Specify user identification details page, select Enable user identification.

In the Userid box, enter the local administrator user that was used to create the broker.

The first time that you add a user, you must enable password saving. Click Passwords Preferences Page, and then select Save passwords to file to enable the feature, and click OK.

Click Enter password.

Enter the user's password, and click OK.

Click Finish. The queue manager appears in the list, and the status appears as running.

Parent topic: Installation of the Integration Bus clients

Installing Framework Manager for IBM Predictive Customer Intelligence

Install IBM® Cognos® Framework Manager to create or edit models and publish packages for IBM Cognos Business Intelligence.

If you install Framework Manager to the same computer as where you installed IBM Cognos Business Intelligence, you must install Framework Manager to a different location. Framework Manager is a 32-bit application and cannot be installed to the same location as the 64-bit IBM Cognos Business Intelligence server components.

Procedure

Go to the install_location\Client\Business Intelligence\IBM Cognos Framework Manager folder.

By default, the install_location is C:\IBM\PCI\.

Decompress fm_10.2.1_win_ml.tar.gz, and then decompress fm_10.2.1_win_ml.tar.

Important: Ensure that you decompress the installation files to a different location than any other IBM Cognos BI installation files. Some directories are overwritten if you use the same location.

Go to the win32 folder, and double-click the issetup.exe file.

Follow the steps in the wizard to install the product.

When notified with an information message about installing the Supplementary Languages Documentation, click OK

On the last page of the installation wizard, select Start IBM Cognos Configuration to configure Cognos Framework Manager.

Click Finish.

In IBM Cognos Configuration, in the Explorer panel, select Environment.

In the Gateway URI value, change localhost to the name or IP address of the Business Intelligence (BI) node computer.

In the Dispatcher URI for external applications value, change localhost to the name or IP address of the Business Intelligence (BI) node computer.

Click File > Save .

Parent topic: Client component installation

Artifact installation

The IBM® Predictive Customer Intelligence artifacts include Next Best Action Optimizer (NBAOPT) and IBM Enterprise Marketing Management (EMM) connectors. You must copy the connectors to the computers on which the components are installed.

The artifacts are installed on the computer where you are running the Deployment Wizard . After the installation, you must copy the artifacts to their respective node computers.

Starting the Deployment Wizard to install the artifacts
Use the Launchpad to start the IBM Predictive Customer Intelligence artifacts Deployment Wizard.

Configuring parameters for the artifacts installation
You can select the installation location for the IBM Predictive Customer Intelligence artifacts.

Starting the installation of the artifacts
After you enter all of the required fields in the Deployment Wizard , you can start the installation of the artifacts.

Configure IBM Predictive Customer Intelligence artifacts
To configure the IBM Predictive Customer Intelligence artifacts, you must create a database, publish content to IBM Cognos® Business Intelligence, and copy files to the Predictive Analytics node and to the computer running Enterprise Marketing Management.

Starting the Deployment Wizard to install the artifacts

Use the Launchpad to start the IBM® Predictive Customer Intelligence artifacts Deployment Wizard.

You must run the Deployment Wizard on a computer that is running a Microsoft Windows operating system.

Tip: You might need to adjust your Windows User Access Control (UAC) settings so that you can run the installation program for the client components.

Tip: You can change the temporary location that the Deployment Wizard uses for the installation files. For more information, see Changing the temporary location for installation files.

Procedure

Go to the folder where you downloaded the artifacts installation files.

Decompress the installation files.

Go to the disk1 directory where you decompressed the files.

Double-click Launchpad.exe or Launchpad64.exe.

Click Deploy Artifacts > Start the Predictive Customer Intelligence Artifact Deployment Wizard .

Important: In some cases, after you accept the license agreement, the Deployment Wizard might appear behind other open windows. If you do not see the Deployment Wizard , check for the icon in the taskbar.

Parent topic: Artifact installation

Configuring parameters for the artifacts installation

You can select the installation location for the IBM® Predictive Customer Intelligence artifacts.

Procedure

On the Select Tasks page, click Next.

On the Configure Parameters page, enter the location to install the artifacts on the computer from where you are running the installation.

The default is C:\IBM\PCI. All of the artifacts are installed to the same location.

Click Next.

Parent topic: Artifact installation

Starting the installation of the artifacts

After you enter all of the required fields in the Deployment Wizard , you can start the installation of the artifacts.

Procedure

On the Summary Panel of the Deployment Wizard , click Deploy all .

If you choose to deploy the tasks individually, you must click Deploy task for each task in the order that the tasks appear on the Summary panel.

Note: The time to deploy the software is estimated by the Deployment Wizard . The actual time required depends on a variety of factors, such as network speed. In most cases, the deployments will take significantly less time than what is initially displayed by the Deployment Wizard .

Parent topic: Artifact installation

Configure IBM Predictive Customer Intelligence artifacts

To configure the IBM® Predictive Customer Intelligence artifacts, you must create a database, publish content to IBM Cognos® Business Intelligence, and copy files to the Predictive Analytics node and to the computer running Enterprise Marketing Management.

Configuring the Next Best Action Optimizer connectors
Use the Next Best Action Optimizer (NBAOPT) connectors with IBM SPSS® Modeler for IBM Predictive Customer Intelligence . With the NBAOPT connectors installed, you can run NBAOPT Studio from IBM SPSS Modeler.

Configuring the Enterprise Marketing Management connectors
If you are using IBM Enterprise Marketing Management (EMM), IBM Predictive Customer Intelligence provides two connectors between IBM Interact and IBM SPSS Collaboration and Deployment Scoring Service. The connectors override the score that is supplied by the IBM EMM campaign and also extend IBM Interact's learning module to monitor visitor actions and propose optimal offers.

Parent topic: Artifact installation

Configuring the Next Best Action Optimizer connectors

Use the Next Best Action Optimizer (NBAOPT) connectors with IBM® SPSS® Modeler for IBM Predictive Customer Intelligence . With the NBAOPT connectors installed, you can run NBAOPT Studio from IBM SPSS Modeler.

You must copy the NBAOPT connectors to the location where IBM SPSS Modeler Client is installed.

For more information about using the NBAOPT connectors, see the IBM Predictive Customer Intelligence Solution Guide .

Procedure

Copy the pci.NBAOPT folder where you installed the NBAOPT artifacts to the ext\lib folder where IBM SPSS Modeler Client is installed. For example, copy the pci.NBAOPT folder to the C:\Program Files\IBM\SPSS\Modeler\16\ext\lib folder.

After you copy the folder, you should have the following path:

C:\Program Files\IBM\SPSS\Modeler\16\ext\lib\pci.NBAOPT

Parent topic: Configure IBM Predictive Customer Intelligence artifacts

Configuring the Enterprise Marketing Management connectors

If you are using IBM® Enterprise Marketing Management (EMM), IBM Predictive Customer Intelligence provides two connectors between IBM Interact and IBM SPSS® Collaboration and Deployment Scoring Service. The connectors override the score that is supplied by the IBM EMM campaign and also extend IBM Interact's learning module to monitor visitor actions and propose optimal offers.

To configure the connectors, you must copy them to the EMM installation location.

Do not configure the connectors if you are not using IBM Enterprise Marketing Management.

Important: The EMM connectors can be used only with IBM Enterprise Marketing Management version 9.0 or 9.1.

Procedure

Copy the artifacts from the EMMConnectors folder where you installed the EMM artifacts to the Connectors folder where EMM is installed. For example, copy the files to the IBM_EMM_Interact_install_location\Connectors folder.

Parent topic: Configure IBM Predictive Customer Intelligence artifacts

Downloading and installing accelerators

Accelerators are available to help you apply your IBM® Predictive Customer Intelligence solution to your business needs. You must download the accelerators from IBM AnalyticsZone.

Procedure

Go to IBM AnalyticsZone (www.ibm.com/analyticszone) .

Click Downloads, and under Predictive Customer Intelligence Accelerators , click View all PCI downloads.

Click More details for the accelerator that you want to download.

If you are not signed in, click Sign In to Download.

You must enter your IBM ID. If you do not have an IBM ID, you must register to create one.

Click Download.

What to do next

Information about installing the accelerator is provided in a separate document for each accelerator. The documents are available from the More detail link for the accelerator. It is also available on IBM Knowledge Center (www.ibm.com/support/knowledgecenter/SSCJHT).

Product license files

After you install IBM® Predictive Customer Intelligence , you must ensure that the swidtag file and license folder exists on each computer on which you installed an IBM Predictive Customer Intelligence component.

Copying the component license files to each component computer
The swidtag file and license folder must exist on each server node computer and each computer on which you install a client that is used with IBM Predictive Customer Intelligence .

Copying the component license files to each component computer

The swidtag file and license folder must exist on each server node computer and each computer on which you install a client that is used with IBM® Predictive Customer Intelligence .

Important: Do not rename the folders or files.

Procedure

Copy the swidtag file from the iso-swid folder where you installed the artifacts to each computer where you installed a IBM Predictive Customer Intelligence component.

For example, copy the file so that you have a C:\IBM\PCI\iso-swid folder that contains a swidtag file.

If a iso-swid folder exists on the computer, do not overwrite the folder. Add the swidtag file to the existing folder.

Copy the license folder from the folder where you installed the artifacts to each component computer.

For example, copy the folder and contents so that you have a C:\IBM\PCI\license folder that contains the license files.

If you are updating from version 1.0 to version 1.0.1, you must replace the license folder that exists on the computer with the version 1.0.1 license files.

Results

The following folders must exist on each computer on which you installed a IBM Predictive Customer Intelligence component:

On all computers:

C:\IBM\PCI\license (containing the product license files)

C:\IBM\PCI\iso-swid (containing the product swidtag file)

Parent topic: Product license files

Stop and start solution software services

IBM® Predictive Customer Intelligence is an integrated solution that includes many products. If you must stop the services, you must do so in the correct order. The product services must also be started in the correct order.

Stop solution services
Stop the IBM Predictive Customer Intelligence node services in the following order:

Start solution services
Start the IBM Predictive Customer Intelligence node services in the following order:

Stop solution services

Stop the IBM® Predictive Customer Intelligence node services in the following order:

Business Intelligence (BI) node

Integration Bus node

Predictive Analytics node

data node

Stopping services on the BI node computer
You must stop the IBM Cognos Business Intelligence services and IBM HTTP Server on the IBM Predictive Customer Intelligence Business Intelligence (BI) node computer.

Stopping services on the Integration Bus node computer
You must stop the IBM Integration Bus services on the IBM Predictive Customer Intelligence Integration Bus node computer.

Stopping services on the Analytics node computer
You must stop the IBM SPSS services on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

Stopping services on the data node computer
You must stop the IBM DB2 instance on the IBM Predictive Customer Intelligence data node computer.

Parent topic: Stop and start solution software services

Stopping services on the BI node computer

You must stop the IBM® Cognos® Business Intelligence services and IBM HTTP Server on the IBM Predictive Customer Intelligence Business Intelligence (BI) node computer.

Procedure

Click Start > All Programs > IBM Cognos 10_64 > IBM Cognos Configuration .

Click Actions > Stop .

Click Start > All Programs > IBM HTTP Server V8.5 > Stop HTTP Server .

Parent topic: Stop solution services

Stopping services on the Integration Bus node computer

You must stop the IBM® Integration Bus services on the IBM Predictive Customer Intelligence Integration Bus node computer.

Procedure

Go to the IBM Integration Bus bin folder. For example, go to C:\Program Files\IBM\MQSI\9.0.0.1\bin .

Enter the following command:

mqsistop pcibroker

Enter the following command to verify that the services are stopped:

mqsilist pcibroker

Parent topic: Stop solution services

Stopping services on the Analytics node computer

You must stop the IBM® SPSS® services on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

Procedure

Go to the WebSphere® Application Server SPSSProfile\bin folder. For example, go to C:\Program FIles\IBM\WebSphere\AppServer\profiles\SPSSProfile\bin.

Enter the following command:

stopserver.bat server1

Click Start > Control Panel > Administrative Tools > Services .

Select IBM SPSS Modeler Server 16.0 , and click Stop Service.

Parent topic: Stop solution services

Stopping services on the data node computer

You must stop the IBM® DB2® instance on the IBM Predictive Customer Intelligence data node computer.

Procedure

Log in to the data node computer as the IBM DB2 administrator user.

Click Start > IBM DB2 > DB2COPY1 (Default) > DB2 Command Window - Administrator .

Enter the following command to stop the DB2 administration server:

db2stop

Parent topic: Stop solution services

Start solution services

Start the IBM® Predictive Customer Intelligence node services in the following order:

data node

Predictive Analytics node

Integration Bus node

Business Intelligence (BI) node

Starting services on the data node computer
You must start the IBM DB2 instance on the IBM Predictive Customer Intelligence data node computer.

Starting services on the Analytics node computer
You must start the IBM SPSS services on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

Starting services on the Integration Bus node computer
You must start the IBM Integration Bus services on the IBM Predictive Customer Intelligence Integration Bus node computer.

Starting services on the BI node computer
You must start the IBM Cognos Business Intelligence services and IBM HTTP Server on the IBM Predictive Customer Intelligence Business Intelligence (BI) node computer.

Parent topic: Stop and start solution software services

Starting services on the data node computer

You must start the IBM® DB2® instance on the IBM Predictive Customer Intelligence data node computer.

Procedure

Log in to the data node computer as the IBM DB2 administrator user.

Click Start > IBM DB2 > DB2COPY1 (Default) > DB2 Command Window - Administrator .

Enter the following command to stop the DB2 administration server:

db2start

Parent topic: Start solution services

Starting services on the Analytics node computer

You must start the IBM® SPSS® services on the IBM Predictive Customer Intelligence Predictive Analytics node computer.

Procedure

Go to the WebSphere® Application Server SPSSProfile\bin folder. For example, go to C:\Program FIles\IBM\WebSphere\AppServer\profiles\SPSSProfile\bin.

Enter the following command:

startserver.bat server1

Click Start > Control Panel > Administrative Tools > Services .

Select IBM SPSS Modeler Server 16.0 , and click Start Service.

Parent topic: Start solution services

Starting services on the Integration Bus node computer

You must start the IBM® Integration Bus services on the IBM Predictive Customer Intelligence Integration Bus node computer.

Procedure

Go to the IBM Integration Bus bin folder. For example, go to C:\Program Files\IBM\MQSI\9.0.0.1\bin .

Enter the following command:

mqsistart pcibroker

Enter the following command to verify that the services are started:

mqsilist pcibroker

Parent topic: Start solution services

Starting services on the BI node computer

You must start the IBM® Cognos® Business Intelligence services and IBM HTTP Server on the IBM Predictive Customer Intelligence Business Intelligence (BI) node computer.

Procedure

Click Start > All Programs > IBM Cognos 10_64 > IBM Cognos Configuration .

Click Actions > Start .

Click Start > All Programs > IBM HTTP Server V8.5 > Start HTTP Server .

Parent topic: Start solution services

Switch software tags for your installation

If you change your usage of IBM® Predictive Customer Intelligence , such as to a non-production environment from a production environment, you must switch the software tags for your installation.

Starting the ILMT Utility to change software tags
Use the artifacts Launchpad to start the IBM Licence Metric Tool (ILMT) Utility to change IBM Predictive Customer Intelligence software tags.

Switching software tags
Switch your IBM Predictive Customer Intelligence software tags if your usage changes. For example, if you installed the solution initially as a non-production environment but want to move it to a production environment, you must switch the software tags.

Updating your software tag file
After you use the ILMT utility to change your IBM Predictive Customer Intelligence software tag, you must copy the updated file to each computer on which a component is installed. You must replace the existing file with the updated file.

Starting the ILMT Utility to change software tags

Use the artifacts Launchpad to start the IBM Licence Metric Tool (ILMT) Utility to change IBM® Predictive Customer Intelligence software tags.

Procedure

Go to the folder where you downloaded the artifacts installation files.

Decompress the installation files.

Go to the disk1 directory where you decompressed the files.

Double-click Launchpad.exe or Launchpad64.exe.

Click Switch Software Tags > Start the IBM Predictive Customer Intelligence ILMT Utility .

Important: If a message directs you to verify that the application was installed correctly or to reinstall it, you can safely ignore this message. The utility will function correctly.

Parent topic: Switch software tags for your installation

Switching software tags

Switch your IBM® Predictive Customer Intelligence software tags if your usage changes. For example, if you installed the solution initially as a non-production environment but want to move it to a production environment, you must switch the software tags.

Procedure

On the Select Tasks page of the Deployment Wizard , select the option to switch your tags:

Select Switch from Production to Non-Production if you initially installed IBM Predictive Customer Intelligence to a production environment.

Select Switch from Non-Production to Production if you initially installed IBM Predictive Customer Intelligence to a non-production environment.

Click Next.

On the Configuration Parameters page, enter the location to where you want to deploy the updated software tags, and click Next.

Click Deploy all.

After the software tag file is deployed, you must copy it to each computer on which a IBM Predictive Customer Intelligence node or client is installed.

Parent topic: Switch software tags for your installation

Updating your software tag file

After you use the ILMT utility to change your IBM® Predictive Customer Intelligence software tag, you must copy the updated file to each computer on which a component is installed. You must replace the existing file with the updated file.

Copy the software tag file to each computer on which a IBM Predictive Customer Intelligence server or client component is installed.

Procedure

Copy the iso-swid folder and contents from the folder where you updated the license files to each computer on which you install a IBM Predictive Customer Intelligence component.

For example, copy the folder and contents so that you replace the C:\IBM\PCI\iso-swid folder. The iso-swid folder should contain a swidtag file.

Delete the existing swidtag file.

You should have only one swidtag file in the folder for the IBM Predictive Customer Intelligence components.

Note: If you run the ILMT Utility on a computer where you installed a IBM Predictive Customer Intelligence component, and you use the same directory, the .swidtag is overwritten with the updated file. You must, however, still copy the new .swidtag file to all of the other computers that have a IBM Predictive Customer Intelligence component installed.

Parent topic: Switch software tags for your installation

Uninstallation of the server components

Follow the uninstall instructions for each of the IBM® Predictive Customer Intelligence components to uninstall the product.

Uninstalling components from the Predictive Analytics node computer
Follow the uninstall instructions for each component on the IBM Predictive Customer Intelligence Analytics node computer.

Uninstalling components from the BI node computer
Follow the uninstall instructions for each component on the IBM Predictive Customer Intelligence Business Intelligence (BI) node computer.

Uninstalling components from the Integration Bus node computer
Follow the uninstall instructions for each component on the IBM Predictive Customer Intelligence Integration Bus node computer.

Uninstalling components from the data node computer
Follow the uninstall instructions for each component on the IBM Predictive Customer Intelligence data node computer.

Uninstalling components from the Predictive Analytics node computer

Follow the uninstall instructions for each component on the IBM® Predictive Customer Intelligence Analytics node computer.

Procedure

To uninstall the IBM DB2® client, see the IBM DB2 documentation (www.ibm.com/support/knowledgecenter/SSEPGG_10.1.0).

To uninstall IBM SPSS® Collaboration and Deployment Services, see the IBM SPSS documentation (www.ibm.com/support/knowledgecenter/SS69YH_6.0.0).

From the Start menu, click All Programs > IBM Installation Manager > IBM Installation Manager .

Click Uninstall, and follow the steps to uninstall the product.

To uninstall WebSphere® Application Server, see the WebSphere documentation (www.ibm.com/support/knowledgecenter/SSEQTP_8.5.5).

From the Start menu, click All Programs > IBM Installation Manager > IBM Installation Manager .

Click Uninstall, and follow the steps to uninstall the product.

Note: If WebSphere Application Server processes are running and prevent you from uninstalling the product, you must stop the server process. Go to the C:\Program Files (x86)\IBM\WebSphere\AppServer\profiles\ profile_name\bin folder, and type stopServer.sh server1 .

To uninstall IBM Installation Manager, see the IBM Installation Manager information center (pic.dhe.ibm.com/infocenter/install/v1r6).

From the Microsoft Windows Control Panel, click Programs and Features, select IBM Installation Manager , and click Uninstall.

Follow the steps to uninstall IBM Installation Manager.

Remove the licence and iso-swid folders. For example, if you used the default path, C:\IBM\PCI, remove the C:\IBM\PCI\license and C:\IBM\PCI\iso-swid folders.

Parent topic: Uninstallation of the server components

Uninstalling components from the BI node computer

Follow the uninstall instructions for each component on the IBM® Predictive Customer Intelligence Business Intelligence (BI) node computer.

Procedure

To uninstall the IBM DB2® client, see the IBM DB2 documentation (www.ibm.com/support/knowledgecenter/SSEPGG_10.1.0).

To uninstall IBM Cognos® Business Intelligence, see the IBM Cognos BI documentation (www.ibm.com/support/knowledgecenter/SSEP7J_10.2.1/com.ibm.swg.ba.cognos.inst_cr_winux.10.2.1.doc/c_uninstallingcognos8single.html%23UninstallingCognos8Single).

From the Start menu, click All Programs > IBM Cognos 10 - 64 > Uninstall IBM Cognos > Uninstall IBM Cognos .

Follow the steps to uninstall the product.

To uninstall IBM HTTP Server, see the IBM HTTP Server for WebSphere® Application Server documentation (www.ibm.com/support/knowledgecenter/SSEQTJ_8.5.5).

From the Start menu, click All Programs > IBM Installation Manager > IBM Installation Manager .

Click Uninstall, and follow the steps to uninstall the product.

To uninstall IBM Installation Manager, see the IBM Installation Manager information center (pic.dhe.ibm.com/infocenter/install/v1r6).

From the Microsoft Windows Control Panel, click Programs and Features, select IBM Installation Manager , and click Uninstall.

Follow the steps to uninstall IBM Installation Manager.

Remove the licence and iso-swid folders. For example, if you used the default path, C:\IBM\PCI, remove the C:\IBM\PCI\license and C:\IBM\PCI\iso-swid folders.

Parent topic: Uninstallation of the server components

Uninstalling components from the Integration Bus node computer

Follow the uninstall instructions for each component on the IBM® Predictive Customer Intelligence Integration Bus node computer.

Procedure

To uninstall the IBM DB2® client, see the IBM DB2 documentation (www.ibm.com/support/knowledgecenter/SSEPGG_10.1.0).

To uninstall IBM Integration Bus, see the IBM Integration Bus documentation (www.ibm.com/support/knowledgecenter/SSMKHH_9.0.0).

To uninstall WebSphere® MQ, see the WebSphere MQ documentation (www.ibm.com/support/knowledgecenter/SSFKSJ_7.5.0).

Remove the licence and iso-swid folders. For example, if you used the default path, C:\IBM\PCI, remove the C:\IBM\PCI\license and C:\IBM\PCI\iso-swid folders.

Parent topic: Uninstallation of the server components

Uninstalling components from the data node computer

Follow the uninstall instructions for each component on the IBM® Predictive Customer Intelligence data node computer.

Procedure

To uninstall IBM DB2®, see the IBM DB2 documentation (www.ibm.com/support/knowledgecenter/SSEPGG_10.1.0).

Remove the licence and iso-swid folders. For example, if you used the default path, C:\IBM\PCI, remove the C:\IBM\PCI\license and C:\IBM\PCI\iso-swid folders.

Parent topic: Uninstallation of the server components

Troubleshooting

This section contains troubleshooting information for the IBM® Predictive Customer Intelligence installation.

Troubleshooting a problem
Troubleshooting is a systematic approach to solving a problem. The goal of troubleshooting is to determine why something does not work as expected and how to resolve the problem.

Cannot open output file messages when you decompress files
When you decompress installation files for some components, you might receive a message that the decompression utility cannot open some output files. You can safely ignore these messages.

Deployment Wizard does not save configurations
If you save your configurations in Deployment Wizard, use Save As instead of Save.

Viewing log files
Log files for the IBM Predictive Customer Intelligence installation can be displayed in the Deployment Wizard .

Temporary file locations
Temporary files are created during the IBM Predictive Customer Intelligence installation. You can find the location for the temporary files from the Deployment Wizard .

Modeler Server type not displaying in resource definitions
In IBM Predictive Customer Intelligence , if the Modeler Server type does not display in resource definitions in IBM SPSS® Collaboration and Deployment Services Deployment Manager, try closing Deployment Manager and opening it again.

Saving IBM Cognos BI report files to local file system
Use the following procedure to save IBM Predictive Customer Intelligence reports generated in IBM Cognos® Business Intelligence to the local file system. For example, if you want to save the CSV output for the top 250 subscriber list in the Telecommunications Customer Management with Mobile Service Insights industry accelerator, you can configure IBM Cognos BI to save the file each time the report is run. The report is saved on the BI node computer.

Troubleshooting a problem

Troubleshooting is a systematic approach to solving a problem. The goal of troubleshooting is to determine why something does not work as expected and how to resolve the problem.

Review the following table to help you or customer support resolve a problem.

Table 1. Troubleshooting actions and descriptions .

Actions | Description
A product fix might be available to resolve your problem. | Apply all known fix packs, or service levels, or program temporary fixes (PTF).
Look up error messages by selecting the product from the IBM Support Portal, and then typing the error message code into the Search support box (http://www.ibm.com/ support/entry/portal/). | Error messages give important information to help you identify the component that is causing the problem.
Reproduce the problem to ensure that it is not just a simple error. | If samples are available with the product, you might try to reproduce the problem by using the sample data.
Ensure that the installation successfully finished. | The installation location must contain the appropriate file structure and the file permissions. For example, if the product requires write access to log files, ensure that the directory has the correct permission.
Review all relevant documentation, including release notes, technotes, and proven practices documentation. | Search the IBM Knowledge Center to determine whether your problem is known, has a workaround, or if it is already resolved and documented.
Review recent changes in your computing environment. | Sometimes installing new software might cause compatibility issues.

If the items in the table did not guide you to a resolution, you might need to collect diagnostic data. This data is necessary for an IBM® technical-support representative to effectively troubleshoot and assist you in resolving the problem. You can also collect diagnostic data and analyze it yourself.

Troubleshooting resources
Troubleshooting resources are sources of information that can help you resolve a problem that you are having with an IBM product.

Parent topic: Troubleshooting

Troubleshooting resources

Troubleshooting resources are sources of information that can help you resolve a problem that you are having with an IBM® product.

Support Portal

The IBM Support Portal is a unified, centralized view of all technical support tools and information for all IBM systems, software, and services.

The IBM Support Portal lets you access all the IBM support resources from one place. You can tailor the pages to focus on the information and resources that you need for problem prevention and faster problem resolution. Familiarize yourself with the IBM Support Portal by viewing the demo videos (https://www.ibm.com/blogs/SPNA/entry/the_ibm_support_portal_videos).

Find the content that you need by selecting your products from the IBM Support Portal (http://www.ibm.com/support/entry/portal).

Before contacting IBM Support, you will need to collect diagnostic data (system information, symptoms, log files, traces, and so on) that is required to resolve a problem. Gathering this information will help to familiarize you with the troubleshooting process and save you time.

Service request

Service requests are also known as Problem Management Reports (PMRs). Several methods exist to submit diagnostic information to IBM Software Technical Support.

To open a PMR or to exchange information with technical support, view the IBM Software Support Exchanging information with Technical Support page (http://www.ibm.com/software/support/exchangeinfo.html).

Fix Central

Fix Central provides fixes and updates for your system's software, hardware, and operating system.

Use the pull-down menu to navigate to your product fixes on Fix Central (http://www.ibm.com/systems/support/fixes/en/fixcentral/help/getstarted.html). You may also want to view Fix Central help.

IBM developerWorks

IBM developerWorks® provides verified technical information in specific technology environments.

As a troubleshooting resource, developerWorks provides easy access to the most popular practices, in addition to videos and other information: developerWorks (http://www.ibm.com/developerworks).

IBM Redbooks

IBM Redbooks® are developed and published by the IBM International Technical Support Organization, the ITSO.

IBM Redbooks (http://www.redbooks.ibm.com) provide in-depth guidance about such topics as installation and configuration and solution implementation.

Software support and RSS feeds

IBM Software Support RSS feeds are a quick, easy, and lightweight format for monitoring new content added to websites.

After you download an RSS reader or browser plug-in, you can subscribe to IBM product feeds at IBM Software Support RSS feeds (https://www.ibm.com/software/support/rss).

Log files

Log files can help you troubleshoot problems by recording the activities that take place when you work with a product.

Error messages

The first indication of a problem is often an error message. Error messages contain information that can be helpful in determining the cause of a problem.

Parent topic: Troubleshooting a problem

Cannot open output file messages when you decompress files

When you decompress installation files for some components, you might receive a message that the decompression utility cannot open some output files. You can safely ignore these messages.

Parent topic: Troubleshooting

Deployment Wizard does not save configurations

If you save your configurations in Deployment Wizard, use Save As instead of Save.

If you click File > Save , any values that you entered are not saved when you reopen the Deployment Wizard.

You can resolve this issue by clicking File > Save As to save your configuration. Ensure that you enter a new name for the saved configuration.

When you open the Deployment Wizard, and open your saved configuration, the settings you entered appear.

Parent topic: Troubleshooting

Viewing log files

Log files for the IBM® Predictive Customer Intelligence installation can be displayed in the Deployment Wizard .

If you want to view log files directly, the log files are saved to the C:\Progam Files (x86)\Common Files\SL_####\SolutionEnabler folder.

Procedure

To view log files in the Deployment Wizard , select the message, and click Detailed messages or Master log .

If you clicked Detailed messages, select a message, and click View Details.

Parent topic: Troubleshooting

Temporary file locations

Temporary files are created during the IBM® Predictive Customer Intelligence installation. You can find the location for the temporary files from the Deployment Wizard .

The temporary files include jar files that are used during the installation, which you might want to delete after you complete the installation.

Procedure

In the Deployment Wizard , click Edit > Preferences .

The path to the location for the temporary files is shown in the Path box.

Parent topic: Troubleshooting

Modeler Server type not displaying in resource definitions

In IBM® Predictive Customer Intelligence , if the Modeler Server type does not display in resource definitions in IBM SPSS® Collaboration and Deployment Services Deployment Manager, try closing Deployment Manager and opening it again.

Parent topic: Troubleshooting

Saving IBM Cognos BI report files to local file system

Use the following procedure to save IBM® Predictive Customer Intelligence reports generated in IBM Cognos® Business Intelligence to the local file system. For example, if you want to save the CSV output for the top 250 subscriber list in the Telecommunications Customer Management with Mobile Service Insights industry accelerator, you can configure IBM Cognos BI to save the file each time the report is run. The report is saved on the BI node computer.

Procedure

Log on to the Business Intelligence node computer.

Create a directory in which to save your report outputs.

Enable saving report output to the file system in IBM Cognos Configuration.

Click Start > All Programs > IBM Cognos 10_64 > IBM Cognos Configuration .

Click Actions > Edit Global Configuration .

On the General tab, enter the path to the directory you created in Archive Location File System Root.

The path must be in the format of file://(file-system-path). For example, file://C:/reports.

Click OK.

In the Explorer window, expand Data Access, and click Content Manager.

Set Save report outputs to a file system to True.

In the Explorer window, click Environment, and ensure that the server name or IP address for the BI node computer is used in the URI settings. Using localhost in the URI settings can cause errors if you are saving the report output to a shared directory.

Click File > Save .

Restart the IBM Cognos services.

Enable saving reports in IBM Cognos Administration.

Open a web browser.

Go to the IBM Cognos BI portal URL. For example, go to http:// bi_node_name /ibmcognos/ .

On the Welcome page, click Administer IBM Cognos Content .

On the Configuration tab, click Dispatchers and Services .

Click the Define File Systems Locations button .

Click New.

In Name, enter a name for the location. This name will appear when you run the reports.

In File system location, enter the path to the directory you created. For example, C:/reports.

Click Finish, and Close.

Select the output location for a report.

In IBM Cognos Connection, select a report, and click Schedule.

In the Options section, select Override the default values .

In the Delivery section, enable Save to the file system , and click Edit the options.

On the options page, in Location, select the output location.

Click OK.

After the report is run, the output will be available in the file system directory you configured.

Parent topic: Troubleshooting

Integration with the IBM Enterprise Marketing Management suite

IBM® Predictive Customer Intelligence integrates with the IBM Enterprise Marketing Management suite. The components that Predictive Customer Intelligence integrates with are IBM Campaign, IBM Interact and IBM Marketing Platform.

IBM Campaign

IBM Campaign is a web-based Enterprise Marketing Management (EMM) solution that enables users to design, run, and analyze direct marketing campaigns.

IBM Interact

With IBM Interact, users can retrieve personalized offers and customer profile information in real-time.

IBM Marketing Platform

The IBM Marketing Platform provides security, configuration, and dashboard features for IBM Enterprise Marketing Management products.

IBM Interact connectors
IBM Interact integrates with customer facing systems (touchpoints) such as web sites and call centers, and enables users to retrieve personalized offers and visitor profile information in real time.

The External Learning connector
The External Learning connector is used to override the marketer's score in IBM Interact with a customized score from IBM SPSS® Collaboration and Deployment Services. The customized score is used to prioritize the offers for customers. When the customer facing touchpoint puts in an offer request to IBM Interact, it triggers the external learning connector. A touchpoint can be a call center web application, a mobile application, a batch command, and so on.

Configuring the External Learning connector configuration file
An interactive channel is a touchpoint with your customer, such as a call center or a website. It is the communication channel with your customers. By using the IBM Interact API, you integrate IBM Interact with your touchpoints to present offers to customers based on their action in the touchpoint.

The External Callout connector
By using the External Callout connector, you can override a single offer's score by calling an IBM SPSS Scoring Service. Also, using the External Callout connector, you can invoke the IBM SPSS score to present eligible offers.

Troubleshooting EMM connector deployments
If you run IBM Enterprise Marketing Management version 9.0, there is an error in the deployment section for IBM Campaign and IBM Interact. The error applies to deploying WAR files.

IBM Interact connectors

IBM® Interact integrates with customer facing systems (touchpoints) such as web sites and call centers, and enables users to retrieve personalized offers and visitor profile information in real time.

IBM Predictive Customer Intelligence provides two connectors between IBM Interact and IBM SPSS® Collaboration and Deployment Scoring Service:

The External callout connector calls an SPSS model at runtime, and is contained within the expression of an advanced rule for a Marketer Score, overriding the score supplied by the IBM Enterprise Marketing Management campaign.

The External learning connector extends IBM Interact's native learning module to monitor visitor actions and propose optimal offers. It prioritizes IBM Campaign offers based on an SPSS model's prediction of their final score. The connector passes specific configurable parameters as input to the SPSS Scoring Service.

Parent topic: Integration with the IBM Enterprise Marketing Management suite

The External Learning connector

The External Learning connector is used to override the marketer's score in IBM® Interact with a customized score from IBM SPSS® Collaboration and Deployment Services. The customized score is used to prioritize the offers for customers. When the customer facing touchpoint puts in an offer request to IBM Interact, it triggers the external learning connector. A touchpoint can be a call center web application, a mobile application, a batch command, and so on.

The following process is initiated:

The connector Java™ class calls the IBM SPSS Collaboration and Deployment Services scoring service that is based on the configuration setting of the current channel.

If, in the configuration file, the current channel is set to be monitored, the corresponding channel in the IBM SPSS Scoring Service is configured to update the channel offers' score number.

The External Learning connector uses IBM Interact runtime session profile data as SPSS Scoring Service input parameters.

The connector gets the scores from the SPSS scoring service and overwrites the Interact offers scores with the SPSS scores.

After the Interact offer's score is updated by the SPSS score, the offer list is sorted by the new final scoring number in descending order. The offer list is returned as the final offer list.

Figure 2. How the external learning connector works

Parent topic: Integration with the IBM Enterprise Marketing Management suite

Configuring the External Learning connector configuration file

An interactive channel is a touchpoint with your customer, such as a call center or a website. It is the communication channel with your customers. By using the IBM Interact API, you integrate IBM® Interact with your touchpoints to present offers to customers based on their action in the touchpoint.

Procedure

Stop the IBM Enterprise Marketing Management (EMM) runtime server.

Create the following file structure on your IBM EMM server:

For Windows operating systems:

<EMM Interact Installation Folder>\connectors

<EMM Interact Installation Folder>\logs

By default, the installation folder is \IBM\EMM\Interact

For Linux operating systems:

<EMM Interact Installation Folder>/connectors/

<EMM Interact Installation Folder>/logs

By default, the installation folder is /opt/IBM/EMM/Interact

Copy the LearningConnector_config.properties file and UnicaSPSSLearningConnector.jar to the Connectors folder.

Edit the LearningConnector_config.properties file for your environment. For more information, see Sample External Learning connector configuration file.

In the runtime environment for the IBM Marketing Platform tool, select Settings, Configuration, and expand IBM EMM, Interact, and offerserving.

Set optimizationType to ExternalLearning.

Configure the External Learning class:

Under offerserving, select External Learning Config .

Set class to the Java™ class name. For example: <com.ibm.unica.connector.>SPSSLearning

Set classPath to the Java JAR file location. For example, for Windows: <Interact_Install_location>\UnicaSPSSLearningConnector.jar , and for Linux: <Interact_Install_location>/UnicaSPSSLearningConnector.jar

Restart the IBM EMM runtime server for these changes to take effect.

Sample External Learning connector configuration file

The following example is a sample External Learning connector configuration file. Modify this sample for your environment.

                     CADS_ADDRESS=
                        <Collaboration_deployment_services_server_address>
                        CADS_PORT=9080
                        CADS_USER=admin
                        CADS_PASSWORD=spss
                        UNICA_INTERACTJSSERVICE_URL=http://
                        <IBM_EMM_URL>:9080/
                        interact/servlet/InteractJSService
                        LEARNING_CHANNELS=Mobile,Mob;Telco,Telco Call Center;Insurance,Insurance

                        SERVICENAME_Telco=ExternalLearning
                        INPUTTABLE_Telco=db2admin@TELCO
                        PARAMETERS_Telco=CUSTOMERID,double,CUSTOMERID;CHURN_SCORE,double,CHURN_SCORE;
                        CUSTOMER_LIFE_TIME_VALUE_RATIO,double,CUSTOMER_LIFE_TIME_VALUE_RATIO;
                        SENTIMENT_SCORE,double,SENTIMENT_SCORE;NUMBER_OF_CLOSED_COMPLAINTS,integer,
                        NUMBER_OF_CLOSED_COMPLAINTS;NUMBER_OF_OPEN_COMPLAINTS,integer,
                        NUMBER_OF_OPEN_COMPLAINTS;GROUP_LEADER_TYPE2,double,GROUP_LEADER_TYPE2;
                        GROUP_LEADER_CONFIDENCE_TYPE2,DOUBLE,GROUP_LEADER_CONFIDENCE_TYPE2;
                        INFLUENCER_SCORE,double,INFLUENCER_SCORE;SEGMENT,string,SEGMENT;
                        RESPONSE,integer,#VALUE#null;OFFER_CATEGORY_NAME,string,#VALUE#null
                        OUTPUTNAME_Telco=FinalScore
                        INPUT_OFFERNAMECOL_Telco=OFFER

                        SERVICENAME_Insurance=INSU_CHURN
                        INPUTTABLE_Insurance=INSURNC.INSURANCE_VIEW
                        PARAMETERS_Insurance=POLICYHOLDER_ID,integer,#VALUE#1016091;GENDER,string,#VALUE#F;
                        EMPLOYMENT_STATUS,string,#VALUE#employed;INCOME,double,#VALUE#144541;
                        HOUSEHOLD_NUMBER_OF_CHILDREN,integer,#VALUE#2;HOUSEHOLD_NUMBER_OF_INSURED_CARS,integer,
                        #VALUE#0;NUMBER_OF_POLICIES_IN_HOUSEHOLD,integer,#VALUE#1;HOUSEHOLD_TENURE,double,
                        #VALUE#5.15;INSURANCE_LINES,integer,#VALUE#1;LATEST_NOTE_ATTITUDE,double,#VALUE#3;
                        AVERAGE_NOTE_ATTITUDE,double,#VALUE#2;NUMBER_OF_CLAIMS_FILED,double,#VALUE#2;
                        CUSTOMER_FINANCIAL_SEGMENT,string,#VALUE#Financially Sophisticated;
                        OUTPUTNAME_Insurance=CHURN_SCORE
                        INPUT_OFFERNAMECOL_Insurance=#NONE#

                        SERVICENAME_Mobile=SequenceAnalysis
                        INPUTTABLE_Mobile=NBA.CUSTOMER_RELATIONSHIP_HISTORY
                        PARAMETERS_Mobile=CUSTOMERID,integer,CUSTOMERID;SEQUENCE,integer,#VALUE#1;
                        PRODUCT,string,LASTOFFER;
                        OUTPUTNAME_Mobile=RECOMMENDATION
                        INPUT_OFFERNAMECOL_Mobile=#NONE#

For information on how to modify this file, see Add a new learning channel, and Add an IBM SPSS Scoring Service to an offer (External Learning connector). Also, see IBM Interact Administrator's Guide .

Add a new learning channel
To add a new learning channel, add the learning name and channel name to the LEARNING_CHANNELS parameter.

Add an IBM SPSS Scoring Service to an offer (External Learning connector)
To add an IBM SPSS Scoring Service, add the following parameters to the LearningConnector_config.properties file.

Parent topic: Integration with the IBM Enterprise Marketing Management suite

Add a new learning channel

To add a new learning channel, add the learning name and channel name to the LEARNING_CHANNELS parameter.

For example:

LEARNING_CHANNELS=Mobile,Mob;Telco,Telco Call Center;Insurance,Insurance

Where:

The first value is the learning channel name ( Telco), the second value is the channel name ( Telco Call Center).

Values are separated by commas and parameters are separated by semi-colons.

Parent topic: Configuring the External Learning connector configuration file

Add an IBM SPSS Scoring Service to an offer (External Learning connector)

To add an IBM® SPSS® Scoring Service, add the following parameters to the LearningConnector_config.properties file.

SERVICENAME_%THE LEARNING NAME%

INPUTTABLE_%THE LEARNING NAME%

PARAMETERS_%THE LEARNING NAME%

OUTPUTNAME_%THE LEARNING NAME%

INPUT_OFFERNAMECOL_%THE LEARNING NAME%

The parameter name has three elements that are separated by commas:

The input parameter name.

The data type and the source column name (profile table column name).

The direct value that uses #VALUE# to identify it. You can also use the channel profile table column value as SPSS input parameter values.

You can set the input parameter to null, by using #VALUE# of null, for example:

RESPONSE,integer,#VALUE#null;OFFER_CATEGORY_NAME,string,#VALUE#null

Parameters are separated by semicolons.

The value for OUTPUTNAME_%THE LEARNING NAME% can be "DEFAULT". You do not need to provide the name of the output column name; the first output parameter is taken as the output score results.

For example, you can set the output columns with either method that is shown, and you get the same result:

OUTPUTNAME_Mobile=RECOMMENDATION

OUTPUTNAME_Mobile=DEFAULT

The value of INPUT_OFFERNAMECOL_%THE LEARNING NAME% can be an input parameter column name or "#NONE#". When the value is set to a specific input parameter column name, the External Learning connector passes the IBM Interact channel offer name to the corresponding column for the SPSS scoring service as an input parameter to get the specific offer name score to update the corresponding offer for Interact channel final score. When the input offer name column is set to "#NONE#", only the first IBM Interact channel offer final score is updated with the IBM SPSS Scoring Service score.

For example, when three offers are requested from a touchpoint, IBM Interact returns three offers, shown in the following table.

Table 2. Example showing the scores returned from IBM Interact and from the IBM SPSS Scoring Service .

Offer name | IBM Interact final score | IBM SPSS score
Premium phone | 90 | 85
Premium family plan | 80 | 88
Add a second line free | 70 | 65

The External Learning connector passes all of the configured parameters and the offer name to the SPSS Scoring Service. It returns three new scores: 85, 88 and 65 from IBM SPSS for these three offers.

The IBM SPSS score is used as the final score and is sorted in descending order, shown in the following table.

Table 3. Example showing the final score and sort order .

Offer name | IBM Interact final score
Premium family plan | 88
Premium phone | 85
Add a second line free | 65

Parent topic: Configuring the External Learning connector configuration file

The External Callout connector

By using the External Callout connector, you can override a single offer's score by calling an IBM® SPSS® Scoring Service. Also, using the External Callout connector, you can invoke the IBM SPSS score to present eligible offers.

To enable the External Callout connector, perform the following steps:

Register the External Callout connector in the IBM Enterprise Marketing Management (EMM) configuration.

Add the IBM SPSS Scoring Service information to the External Callout connector's configuration file.

Configuring the External Callout connector
IBM Interact helps customers get offers based on user characteristics and history. The offers are generated by algorithms. You can configure IBM Interact to override the offer's score by calling an SPSS Model.

Add an IBM SPSS Scoring Service to an offer (External Callout connector)
To add an IBM SPSS Scoring Service, add the following parameters to the ExternalConnector_config.properties file.

Parent topic: Integration with the IBM Enterprise Marketing Management suite

Configuring the External Callout connector

IBM® Interact helps customers get offers based on user characteristics and history. The offers are generated by algorithms. You can configure IBM Interact to override the offer's score by calling an SPSS® Model.

Procedure

Stop the IBM Enterprise Marketing Management (EMM) runtime server.

Create the following file structure on your IBM EMM server:

<EMM Interact Installation Folder>\connectors

<EMM Interact Installation Folder>\logs

By default, the installation folder is \IBM\EMM\Interact

Copy the ExternalConnector_config.properties file and UnicaSPSSExternalConnector.jar to the Connectors folder.

Edit the ExternalConnector_config.properties file for your environment. For more information, see Sample External Callout connector configuration file.

In the runtime environment for the IBM Marketing Platform, select Settings, Configuration, and expand IBM EMM, Interact, Flowchart, and External Callouts.

To set the configuration properties, click External Callout and configure the parameters as follows:

Category name

GetSPSSScore

class

com.ibm.unica.connector.GetSPSSScore

classpath

<EMM Interact Installation Folder>\connectors\UnicaSPSSExternalConnector.jar

By default, the installation folder is \IBM\EMM\Interact

Save the changes.

Select the campaign settings, by clicking Campaign, Campaigns.

Select the link for the campaign that you are configuring, such as Insurance.

Click the < Campaign name> Strategy tab, for example, Insurance Strategy .

For each Eligible Segment, such as Insurance High Risk Customer, Insurance High Value Customer, click Adv Opt .

In the Advanced Options window, select Use the following expression as the marketing score.

In the Expression box, type an expression to be used for the marketing score. You can either use modified versions of the examples shown, or from the Functions, Variables and Operators list, select Extension Functions, EXTERNALCALLOUT and click Use. For more information, see " About the ExternalCallout API" topic in the IBM Interact 9.1 Administrator's Guide .

Example expression for an Insurance campaign:

                        NUMBER(EXTERNALCALLOUT('GetSPSSScore','GetChurnScore',db2admin.CUSTOMERID,
                           db2admin.GENDER,db2admin.EMPLOYMENT_STATUS,db2admin.INCOME,1,
                           db2admin.NUMBER_OF_INSURED_CARS,db2admin.NUMBER_OF_POLICIES_IN_HOUSEHOLD,
                           db2admin.HOUSEHOLD_TENURE,db2admin.INSURANCE_LINES,db2admin.LATEST_NOTE_ATTITUDE,
                           db2admin.AVERAGE_NOTE_ATTITUDE,db2admin.NUMBER_OF_CLAIMS_FILED,
                           db2admin.CUSTOMER_SEGMENTS,0))*100

The External Callout API has a mandatory number of configurable arguments that must be provided. The mandatory number of arguments setting in the configuration file is as set in the value of the property ExternalConnector_NumberOfArguments. In the example shown, the value is 15.

When there are fewer SPSS scoring service input parameters than the configure setting of ExternalConnector_NumberOfArguments, add ",0" to the expression to ensure that there are the same number of arguments in the external callout expression.

Deploy the changes to the server.

Restart the IBM EMM runtime server.

Sample External Callout connector configuration file

The following example is a sample External Callout connector configuration file. Modify this sample for your environment.

                     CADS_ADDRESS=
                        <Collaboration_deployment_services_server_address>
                        CADS_PORT=9080
                        CADS_USER=admin
                        CADS_PASSWORD=spss
                        ExternalConnector_NumberOfArguments=15

                        SERVICENAME_GetChurnScore=INSU_CHURN
                        INPUTTABLE_GetChurnScore=INSURNC.INSURANCE_VIEW
                        PARAMETERS_GetChurnScore=POLICYHOLDER_ID,double;GENDER,string;
                        EMPLOYMENT_STATUS,string;INCOME,double;HOUSEHOLD_NUMBER_OF_CHILDREN,integer;
                        HOUSEHOLD_NUMBER_OF_INSURED_CARS,integer;NUMBER_OF_POLICIES_IN_HOUSEHOLD,integer;
                        HOUSEHOLD_TENURE,double;INSURANCE_LINES,integer;LATEST_NOTE_ATTITUDE,double;
                        AVERAGE_NOTE_ATTITUDE,double;NUMBER_OF_CLAIMS_FILED,double;
                        CUSTOMER_FINANCIAL_SEGMENT,string;
                        OUTPUTNAME_GetChurnScore=CHURN_SCORE

                        SERVICENAME_GetCreditRating=dWStream
                        INPUTTABLE_GetCreditRating=trainingdata.csv
                        PARAMETERS_GetCreditRating=Age,double;Income_level,string;Education,string;
                        Car_loans,string;
                        OUTPUTNAME_GetCreditRating=DEFAULT

                        SERVICENAME_GetReco=SequenceAnalysis
                        INPUTTABLE_GetReco=NBA.CUSTOMER_RELATIONSHIP_HISTORY
                        PARAMETERS_GetReco=CUSTOMERID,integer;SEQUENCE,integer;PRODUCT,string;
                        OUTPUTNAME_GetReco=RECOMMENDATION

                        SERVICENAME_GetCreditScore=CreditCardDefault
                        INPUTTABLE_GetCreditScore=NBA.CUSTOMER
                        PARAMETERS_GetCreditScore=CUSTOMERID,integer;AGE,integer;EDUCATION,string;
                        YEARSEMPLOYED,integer;INCOME,ineger;CARDDEBT,double;OTHERDEBT,double;
                        DEFAULTED,integer;ADDRESS,string;
                        OUTPUTNAME_GetCreditScore=DEFAULTPROPENSITY

For information about how to add an IBM SPSS Scoring Service to this file, see Add an IBM SPSS Scoring Service to an offer (External Callout connector). Also, see IBM Interact Administrator's Guide .

Parent topic: The External Callout connector

Add an IBM SPSS Scoring Service to an offer (External Callout connector)

To add an IBM® SPSS® Scoring Service, add the following parameters to the ExternalConnector_config.properties file.

SERVICENAME_%THE EXTERNAL CONFIG NAME%

INPUTTABLE_%THE EXTERNAL CONFIG NAME%

PARAMETERS_%THE EXTERNAL CONFIG NAME%

OUTPUTNAME_%THE EXTERNAL CONFIG NAME%

The parameter name has two elements that are separated by commas:

The input parameter name

The data type

The parameters are separated by a semicolon.

The value for OUTPUTNAME_%THE SCORING SERVICE FUNCTION% can be "DEFAULT". You do not need to provide the name of the output column name; the first output parameter is taken as the output scoring results. For example, the following methods of setting the output column get the same result:

OUTPUTNAME_GetReco=RECOMMENDATION

OUTPUTNAME_GetReco=DEFAULT

Parent topic: The External Callout connector

Troubleshooting EMM connector deployments

If you run IBM® Enterprise Marketing Management version 9.0, there is an error in the deployment section for IBM Campaign and IBM Interact. The error applies to deploying WAR files.

About this task

Make the following configuration changes for IBM Campaign and IBM Interact WAR files.

Procedure

On the server where IBM EMM is installed, go to the WebSphere® Integrated Solutions Console.

In the server’s Application > Enterprise Applications section, select the WAR file that you deployed.

Select Class loading and update detection and set the following General Properties on the Configuration tab:

For Class loader order, select Classes loaded with local class loader first (parent last) .

For WAR class loader policy, select Class loader for each WAR file in application .

Parent topic: Integration with the IBM Enterprise Marketing Management suite

Integration with Next Best Action Optimizer

You can integrate IBM® Next Best Action Optimizer (NBAOPT) with your IBM Predictive Customer Intelligence solution to further optimize your recommended actions.

NBAOPT segregates customers by lifetime value, and then provides recommendations to retain customers.

For information on installing the NBAOPT connector, see IBM Predictive Customer Intelligence Installation Guide for Microsoft Windows Operating Systems or IBM Predictive Customer Intelligence Installation Guide for Linux Operating Systems .

Next Best Action Optimizer (NBAOPT)

Many companies across many industries (such as telecommunications, retail, and insurance) classify customers into different groups for marketing campaigns, targeted actions, and optimized use of resources. Classification helps Customer Relationship Management (CRM) departments to conduct promotional campaigns to retain customers, cross-sell, and up sell.

Traditional methods of classifying customers use standard customer and product segmentation strategies along with manually defined rules on an ad hoc basis. Often, the processes that govern these methods do not consider the following factors:

Uncertainty in the behavior of the target entities

Value and response to the prior actions

The current state of the entity in relation to the organization

Expected long-term rewards

NBAOPT addresses these problems by using a scalable data analytics and optimization engine. NBAOPT automatically generates an action allocation policy that is optimized for long term expected reward, subject to resource, legal and business constraints. The allocation policy can be used for targeted marketing, CRM, debt collection, retention, cross-sell, up-sell, and so on.

For more information, see Next Best Action Optimizer (NBAOPT) Lifetime Value Maximizer & Collections Maximizer User Guide .

How NBAOPT is used in a Predictive Customer Intelligence solution

NBAOPT works alongside IBM SPSS® Modeler. When the NBAOPT connector is installed, NBAOPT connector items are added to the IBM SPSS Modeler menu so that you can run the NBAOPT Studio. In NBAOPT Studio, you set up the data for analysis. Then, you start the analysis, which performs the following actions:

Segregates customers by lifetime value

Provides recommended actions to retain customers, which are based on their lifetime value segment

This analytical process exports model nuggets in PMML format (Predictive Model Markup Language, an XML-based file format). Model nuggets can be used for scoring data for prediction, or analyzing data. From the PMML file that is created in NBAOPT Studio, you create an enhanced SPSS streaming SPSS Modeler that contains segmentation and recommendations. You can also generate visualizations of the results.

Open NBAOPT Studio from IBM SPSS Modeler
You can open IBM Next Best Action Optimizer (NBAOPT) Studio from IBM SPSS Modeler.

Generating streams from PMML files
IBM Next Best Action Optimizer (NBAOPT) model results are generated in PMML format, an XML format that can be used by a number of tools, including IBM SPSS Modeler. The NBAOPT engine generates SPSS-compliant PMML files for scoring.

Configuring the IBM SPSS stream
When an IBM SPSS stream is generated from PMML files, you must configure the stream before you can deploy it.

Open NBAOPT Studio from IBM SPSS Modeler

You can open IBM® Next Best Action Optimizer (NBAOPT) Studio from IBM SPSS® Modeler.

Before you begin

NBAOPT, and the NBAOPT connector must be installed. For information on installing the NBAOPT connector, see IBM Predictive Customer Intelligence Installation Guide .

Procedure

In IBM SPSS Modeler, click Tools > NBA Optimizer , and select NBAOPT Studio.

The first time that you start NBAOPT Studio, you are asked to specify the location of the NBAOPT Studio executable file. Click Browse to locate the file, and click Select.

What to do next

In NBAOPT Studio, you set up data for analysis and generate the PMML files that the NBAOPT connector creates the IBM SPSS streams from. For information on how to use NBAOPT Studio, see the Next Best Action Optimizer (NBAOPT) Lifetime Value Maximizer & Collections Maximizer User Guide , and the Next Best Action Optimizer (NBAOPT) Lifetime Value Maximizer & Collections Maximizer Tutorial Guide .

Parent topic: Integration with Next Best Action Optimizer

Generating streams from PMML files

IBM® Next Best Action Optimizer (NBAOPT) model results are generated in PMML format, an XML format that can be used by a number of tools, including IBM SPSS® Modeler. The NBAOPT engine generates SPSS-compliant PMML files for scoring.

Procedure

In IBM SPSS Modeler, click Tools > NBA Optimizer , and select Generate Stream from the PMML Files.

Browse for the PMML file location, for example: C:\NBAOPT\Configurations\demo_insurance\Modeling\Model1\SPSS. If multiple PMML files are present in the folder, multiple streams are generated.

The generated streams can have multiple branches. The number of branches depends on the number of action groups that are specified for a configuration. For example, if there are two actions, Channel and Product, two actions are specified during the scoring process.

Click Generate Stream.

In the example, two streams are generated and are named based on the PMML file names. The number of streams created is dependent on the number of PMML files.

These files are stored in <model_folder>/SPSS .

What to do next

After the stream is generated, and before you run the stream, configure the stream.

Example SPSS stream
This is an example of an IBM SPSS stream that is generated from PMML files

Parent topic: Integration with Next Best Action Optimizer

Example SPSS stream

This is an example of an IBM® SPSS® stream that is generated from PMML files

Figure 3. Example IBM SPSS stream generated from PMML files

Database source nodeDatabase source node

The database source node is used to import data from ODBC sources.

Model nuggetModel nuggets

A model nugget is a container for a model. It is used for scoring data to generate predictions or to allow further analysis of the model properties.

The nuggets are imported via PMML files that are generated from the NBAOPT engine.

Filler nodeFiller nodes

Filler nodes are used to replace field values and change storage.

Filter nodeFilter nodes

Filter nodes are used to filter (discard) fields, rename fields, and map fields from one source node to another.

derive nodeDerive node

The derive node gives you the ability to create new fields from existing fields.

merge nodeMerge node

The merge node merges multiple action group nugget branches.

For more information, see IBM SPSS Modeler Help (http://www-01.ibm.com/support/knowledgecenter/SS3RA7_16.0.0/com.ibm.spss.modeler.help/clementine/entities/clem_family_overview.htm?lang=en).

Parent topic: Generating streams from PMML files

Configuring the IBM SPSS stream

When an IBM® SPSS® stream is generated from PMML files, you must configure the stream before you can deploy it.

Procedure

In IBM SPSS Modeler, open the stream to configure.

Double-click the database source node and add the Data source name and the Table name to the database source node (mandatory).

Verify the database settings by clicking Preview.

Double-click the filter nodes to exclude fields that are not to be included in the stream.

Double-click the merge node to set the merge key (mandatory if there is a merge node). In the Merge tab, move fields into the Keys for merge list.

Set the filler node to replace database blank values (optional). For example, you can replace blank values with an empty string, such as to_string(@FIELD).

Add extra nodes to the stream if required.

For example, if a field has a different data type in the database table, and the NBAOPT Studio Mining Type configuration, you must add a derive node to convert the character type to numeric.

Check that the derive field name matches the model nugget field name, if it does not, change the derive field name to match.

Run the stream to verify the stream output table. In IBM SPSS Modeler, from the Tools menu, click Run.

For more information, see IBM SPSS Modeler Help (http://www-01.ibm.com/support/knowledgecenter/SS3RA7_16.0.0/com.ibm.spss.modeler.help/clementine/buildingstreams_container.htm?lang=en).

What to do next

Add the configured stream to the IBM Collaboration and Deployment Services repository file, and configure the scoring service. For more information, see IBM SPSS Collaboration and Deployment Services User Guide (http://www-01.ibm.com/support/knowledgecenter/SS69YH_6.0.0/com.spss.mgmt.content.help/model_management/thick/scoring_configuration_overview.html?lang=en).

After the scoring service is configured, the IBM Collaboration and Deployment Services can access the scoring service, and other applications can use the scoring service to get the next best action based on the input fields values.

Parent topic: Integration with Next Best Action Optimizer

Supporting programs licensed with IBM Predictive Customer Intelligence

The following supporting programs are licensed with IBM® Predictive Customer Intelligence .

Supporting programs

IBM Cognos® Business Intelligence (of IBM Cognos Business Intelligence Architect) 10.2

IBM Cognos Real-time Monitoring 10.2

IBM Cognos Business Intelligence Software Development Kit 10.2

IBM Cognos Business Intelligence Samples 10.2

IBM Cognos Supplementary Languages Documentation 10.2

IBM Cognos Mobile 10.2

IBM Analytical Decision Management 8.0

IBM Analytical Decision Management Application 8.0

IBM SPSS® Modeler Premium 16.0

IBM SPSS Modeler Server Premium 16.0

IBM SPSS Modeler Solution Publisher 16.0

IBM SPSS Modeler Premium Solution Publisher 16.0

IBM SPSS Statistics Standard 22.0

IBM SPSS Statistics Server Standard 22.0

IBM SPSS Statistics - Essentials for Python 22.0

IBM SPSS Collaboration and Deployment Services Adapter for Statistics 22.0

IBM SPSS Collaboration and Deployment Services 6.0

IBM SPSS Collaboration and Deployment Services Deployment Manager 6.0

IBM SPSS Collaboration and Deployment Services - Real Time Scoring 6.0

IBM SPSS Collaboration and Deployment Services Deployment Portal 6.0

IBM SPSS Data Access Pack 7.1

IBM SPSS Concurrent Licensing Tools 9.5

IBM DB2® Enterprise Server Edition 10.1

IBM WebSphere® Application Server Network Deployment 8.5

IBM WebSphere MQ 7.5

IBM Integration Bus 9.0

IBM Installation Manager and Packaging Utility for the Rational Software Development Platform 1.6

IBM ILOG® CPLEX® Optimization Studio 12.6

IBM ILOG CPLEX Enterprise Studio 12.6

IBM SPSS Analytic Server 1.0

Supporting programs - Client installation

IBM Cognos Framework Manager 10.2

IBM Cognos Lifecycle Manager 10.2

IBM Cognos Dynamic Query Analyzer 10.2

IBM SPSS Statistics Client / Developer Documentation 22.0

Programs not authorized by the IBM Predictive Customer Intelligence license

The following programs are not authorized with the IBM® Predictive Customer Intelligence , and the use of these programs is not authorized by the IBM Predictive Customer Intelligence license.

IBM Cognos® Analysis for Microsoft Excel (IBM Cognos Business Intelligence Architect 10.2.1)

IBM Cognos Analysis Studio (of IBM Cognos Business Intelligence Architect 10.2.1)

IBM Cognos Business Intelligence Transformer (of IBM Cognos Business Intelligence Architect 10.2.1)

IBM Cognos Connection Installer for IBM Cognos Insight (of IBM Cognos Business Intelligence Architect 10.2.1)

IBM Cognos Cube Designer (of IBM Cognos Business Intelligence Architect 10.2.1)

IBM Cognos Data Manager Connector (of IBM Cognos Business Intelligence Architect 10.2.1)

IBM Cognos Insight (of IBM Cognos Business Intelligence Architect 10.2.1)

IBM Cognos Metric Designer (of IBM Cognos Business Intelligence Architect 10.2.1)

IBM Cognos Metric Studio (of IBM Cognos Business Intelligence Architect 10.2.1)

IBM Cognos Metrics Manager (of IBM Cognos Business Intelligence Architect 10.2.1)

IBM Cognos Migration Tools (of IBM Cognos Business Intelligence Architect 10.2.1)

IBM Cognos PowerPlay® Client (of IBM Cognos Business Intelligence Architect 10.2.1)

IBM Cognos PowerPlay Server (of IBM Cognos Business Intelligence Architect 10.2.1)

IBM Cognos PowerPlay Studio (of IBM Cognos Business Intelligence Architect 10.2.1)

IBM Cognos Query Studio (of IBM Cognos Business Intelligence Architect 10.2.1)

IBM Cognos TM1® Package Connector (of IBM Cognos Business Intelligence Architect 10.2.1)

IBM Connections (of IBM Cognos Business Intelligence Architect 10.2.1)

IBM DB2® Workgroup Server Edition (of IBM Cognos Business Intelligence Architect 10.2.1, IBM Cognos Real-time Monitoring 10.2.1)

IBM Tivoli® Directory Integrator Identity Edition (of IBM Cognos Business Intelligence Architect 10.2.1)

IBM SPSS® Data Collection Survey Reporter Developer Kit 7.x (of IBM SPSS Modeler Premium 16.0, IBM SPSS Modeler Server Premium 16.0, IBM SPSS Statistics Standard 22.0, IBM SPSS Statistics Server Standard 22.0)

BM SPSS Data Collection Developer Library 7.x (of IBM SPSS Statistics Standard 22.0, IBM SPSS Statistics Server Standard 22.0)

IBM SPSS Statistics Data File Drivers 22.x (IBM SPSS Statistics Server Standard 22.0)

IBM SPSS Statistics Diagnostic Utility 22.x (of IBM SPSS Statistics Standard 22.0)

IBM SPSS Statistics-.Net Integration Plug-In 22.x (of IBM SPSS Statistics Standard 22.0, IBM SPSS Statistics Server Standard 22.0)

IBM DB2 Workgroup Server Edition 10.5 (IBM DB2) (of IBM SPSS Modeler Premium 16.0, IBM SPSS Modeler Server Premium 16.0)

IBM WebSphere® Application Server Developer Tools for Eclipse (of IBM WebSphere Application Server Network Deployment 8.5.5)

IBM WebSphere eXtreme Scale (of IBM WebSphere Application Server Network Deployment 8.5.5)

IBM Rational® Application Developer for WebSphere Software (of WebSphere Application Server Network Deployment 8.5.5)

J2SE Rule Execution Server (of IBM Integration Bus 9.0)

IBM Data Studio 3.2 (of IBM DB2 Enterprise Server Edition 10.1)

IBM WebSphere MQ 7.1 (of IBM DB2 Enterprise Server Edition 10.1)

pureScale® Feature (of IBM DB2 Enterprise Server Edition 10.1)

IBM General Parallel File System (GPFS™) for AIX® 3.5 (of IBM DB2 Enterprise Server Edition 10.1)

IBM General Parallel File System (GPFS) for Linux Multiplatform 3.5 (of IBM DB2 Enterprise Server Edition 10.1)

IBM Mobile Database 7.0.1 (of IBM DB2 Enterprise Server Edition 10.1)

IBM Mobile Database Sync 1.0 (of IBM DB2 Enterprise Server Edition 10.1)

IBM Tivoli Storage Flashcopy Manager 2.2 (of IBM DB2 Enterprise Server Edition 10.1)

Embedded version of IBM WebSphere Application Server ("embedded WebSphere Application Server") 6.1 (of IBM Tivoli System Automation for Multiplatforms 3.2 (of IBM DB2 Enterprise Server Edition 10.1))

IBM Cloudscape 10 (of IBM Tivoli System Automation for Multiplatforms 3.2 (of IBM DB2 Enterprise Server Edition 10.1))

Embedded WebSphere Application Server 7.0 (of IBM Tivoli Directory Server 6.3 - Client Only (component) (of IBM DB2 Enterprise Server Edition 10.1)

IBM InfoSphere® Change Data Capture 6.2 (of IBM InfoSphere Data Replication 10.1 (component) (of IBM DB2 Enterprise Server Edition 10.1))

IBM InfoSphere Change Data Capture 6.5 (of IBM InfoSphere Data Replication 10.1 (component) (of IBM DB2 Enterprise Server Edition 10.1))

IBM InfoSphere Replication Server 9.7 (of IBM InfoSphere Data Replication 10.1 (component) (of IBM DB2 Enterprise Server Edition 10.1))

IBM Tivoli Directory Integrator 7.1 (of IBM Tivoli Directory Server 6.3 - Client Only (component) (of IBM DB2 Enterprise Server Edition 10.1))

WebSphere Application Server 7.0 (of IBM Tivoli Directory Server 6.3 - Client Only (component) (of IBM DB2 Enterprise Server Edition 10.1))

IBM DB2 Workgroup Server Edition 9.7 (of IBM Tivoli Directory Server 6.3 - Client Only (component) (of IBM DB2 Enterprise Server Edition 10.1))

IBM DB2 Enterprise Server Edition 9.7 (of IBM Tivoli Directory Server 6.3 - Client Only (component) (of IBM DB2 Enterprise Server Edition 10.1))

IBM InfoSphere Data Replication 10.1 (component) (of IBM InfoSphere Federation Server 10.1 (component) (of IBM DB2 Enterprise Server Edition 10.1))

IBM WebSphere MQ 7.1 (of IBM InfoSphere Federation Server 10.1 (component) (of IBM DB2 Enterprise Server Edition 10.1))

IBM DB2 Connect™ 10.1, Application Server Edition (of IBM InfoSphere Federation Server 10.1 (component) (of IBM DB2 Enterprise Server Edition 10.1))

Performance tuning for IBM Predictive Customer Intelligence

The topics in this appendix provide examples of configuration changes that might help improve performance of your IBM® Predictive Customer Intelligence installation.

Tune WebSphere Application Server for IBM Predictive Customer Intelligence
Performance tuning settings for WebSphere Application Server include JVM tuning, thread pools, connection pools, web container settings, logging, and web server monitoring.

Tune IBM Unica for IBM Predictive Customer Intelligence
You can improve performance of IBM Predictive Customer Intelligence by modifying settings for IBM Unica.

Tuning IBM Cognos BI for IBM Predictive Customer Intelligence
You can apply settings in IBM Cognos Business Intelligence to improve performance for IBM Predictive Customer Intelligence reports. The settings are made in IBM Cognos Administration.

Tune WebSphere Application Server for IBM Predictive Customer Intelligence

Performance tuning settings for WebSphere Application Server include JVM tuning, thread pools, connection pools, web container settings, logging, and web server monitoring.

JVM tuning
Setting an appropriate Java™ virtual machine (JVM) heap size can improve performance for IBM Predictive Customer Intelligence . Also, garbage collection is an integral Java runtime service. Increasing the JVM heap size can reduce the number of garbage collection occurrences and provide a 10 percent gain in performance.

Thread pools
Thread pools enable server components to reuse threads. Reusing threads eliminates the need to create new threads at run time, and creating new threads expends time and resources.

Web container configuration
Web container configuration settings can improve IBM Predictive Customer Intelligence performance.

Logging and performance monitoring
For IBM Predictive Customer Intelligence , turning off logging and performance monitoring in a production environment can improve performance.

Parent topic: Performance tuning for IBM Predictive Customer Intelligence

JVM tuning

Setting an appropriate Java™ virtual machine (JVM) heap size can improve performance for IBM® Predictive Customer Intelligence . Also, garbage collection is an integral Java runtime service. Increasing the JVM heap size can reduce the number of garbage collection occurrences and provide a 10 percent gain in performance.

Heap size

The heap size should be set to an optimal value. It should not exceed 80% of the physical memory available on the computer. Doing so would enable paging and increase processor usage, which affects the performance of WebSphere® Application Server.

For IBM Predictive Customer Intelligence , use 4096 MB.

The Max Heap Size is the maximum heap size that would be allocated to the server. It is important that the value is less than the available physical memory.

For IBM Predictive Customer Intelligence , use 7128 MB.

Garbage collection

Parallel garbage collection is a technique that uses several dedicated threads for garbage collection. This method improves garbage collection pause time, which increases processor efficiency and improves performance.

This process can be activated by setting the –Xgcthreads value to the number of processors on the computer. For example, set –Xgcthreads: number_of_processors , However, this method is not entirely suited for concurrent users.

For concurrent users, use -Xgcpolicy:optavgpause.

Parent topic: Tune WebSphere Application Server for IBM Predictive Customer Intelligence

Thread pools

Thread pools enable server components to reuse threads. Reusing threads eliminates the need to create new threads at run time, and creating new threads expends time and resources.

Web container thread pool

The web container thread pool is used for HTTP requests that come from the client. Set the number of threads to double the number of users that might be expected to access the application concurrently.

For example, for IBM® Predictive Customer Intelligence , set the minimum value to 3000 and the maximum to 5000.

Connection pools

Connection pools are associated with data source configuration for web applications, and it is used to direct JDBC calls within the application.

When a user makes a request over the web to a resource, the resource accesses the data source. Because users connect and disconnect frequently with applications on the internet, the application requests for data access can surge to considerable volume. Consequently, the total data store overhead quickly becomes high for web-based applications, and performance deteriorates. However, when connection pooling capabilities are used, the web applications can realize performance improvements of up to 20 times the normal results.

With data sources, most user requests do not incur the overhead of creating a new connection because the data source can locate and use an existing connection from a pool of connections. When the request is satisfied and the response is returned to the user, the resource returns the connection to the connection pool for reuse.

For example, for IBM Predictive Customer Intelligence , set the minimum value to 1000 and the maximum to 3000.

Parent topic: Tune WebSphere Application Server for IBM Predictive Customer Intelligence

Web container configuration

Web container configuration settings can improve IBM® Predictive Customer Intelligence performance.

Enable servlet caching

The server caches servlet output during application execution. A cache entry contains not only the output, but also the side effects of the invocation. These side effects include calls to other servlets and metadata about the entry, such as timeout and entry priority information.

Web container custom properties

For the HTTPQueueInboundDefault property, there are two settings:

Maximum pool connections

The number of connections that are expected to be responded to by the application server. Ideally, this value should be equal to or more than the number of clients that are expected to use the system. The maximum number that can be set is 20000.

Maximum persistent requests per connection

Persistent connections specify that an outgoing HTTP response should use a persistent connection instead of a connection that closes after one request or response exchange occurs. A performance boost can be achieved by increasing the number of persistent connections that are allowed on a single HTTP connection.

Parent topic: Tune WebSphere Application Server for IBM Predictive Customer Intelligence

Logging and performance monitoring

For IBM® Predictive Customer Intelligence , turning off logging and performance monitoring in a production environment can improve performance.

Parent topic: Tune WebSphere Application Server for IBM Predictive Customer Intelligence

Tune IBM Unica for IBM Predictive Customer Intelligence

You can improve performance of IBM® Predictive Customer Intelligence by modifying settings for IBM Unica.

EHCache configuration settings

EHCache is the built-in cache manager for IBM Unica Interact that is used to improve performance. It is possible to configure the settings that are used by EHCache to optimize its value for the runtime server group.

The number of sessions in memory depends on the following factors:

The expected number of sessions per second.

The total amount of time each session is supposed to last.

For example, if you expect 50 sessions a second, and each session is expected to last 20 minutes, then modify the settings to support 60,000 sessions at a time.

Java Serialization API rather than SOAP API
For IBM Predictive Customer Intelligence , the Java Serialization API provides better throughput and a shorter response time than the SOAP API.

Threads for interactive flowcharts
Every interactive flowchart requires at least one thread to run.

Parent topic: Performance tuning for IBM Predictive Customer Intelligence

Java Serialization API rather than SOAP API

For IBM® Predictive Customer Intelligence , the Java Serialization API provides better throughput and a shorter response time than the SOAP API.

Parent topic: Tune IBM Unica for IBM Predictive Customer Intelligence

Threads for interactive flowcharts

Every interactive flowchart requires at least one thread to run.

IBM® Predictive Customer Intelligence , set the MaxNumberOfFlowchartThreads value to be at least the maximum number of concurrent users that are expected on the IBM Interact client. And set the MinNumberOfFlowchartThreads value to be the same as the maximum value. Set the MaxNumberOfProcessThreads value to be at least the MaxNumberOfFlowchartThreads.

For example, set the MaxNumberOfFlowchartThreads and MinNumberOfFlowchartThreads to 500. And set MaxNumberOfProcessThreads to 550.

Parent topic: Tune IBM Unica for IBM Predictive Customer Intelligence

Tuning IBM Cognos BI for IBM Predictive Customer Intelligence

You can apply settings in IBM Cognos Business Intelligence to improve performance for IBM® Predictive Customer Intelligence reports. The settings are made in IBM Cognos Administration.

Additionally, if you are using IBM Cognos Business Intelligence 10.2.1 with Fix Pack 3 or higher, it is recommended that you modify settings in a configuration file on the BI node computer.

Procedure

Open a web browser.

Go to the IBM Cognos® BI portal URL. For example, go to http:// bi_node_name /ibmcognos/ .

On the Welcome page, click Administer IBM Cognos Content .

On the Configuration tab, click Dispatchers and Services .

Click the name of your IBM Cognos BI dispatcher instance. For example, click http:// bi_node_name:9300/p2pd .

Click the Set Properties button for the QueryService.

Click the Settings tab.

Change the following settings so that the value is 1/3 of the total physical memory of the BI node computer.

Initial JVM heap size for the query service (MB)

JVM heap size limit for the query service (MB)

Click OK.

If you are using IBM Cognos Business Intelligence 10.2.1 with Fix Pack 3 or higher installed, do the following steps:

On the BI node computer, go to the configuration\xqe directory where IBM Cognos BI is installed. For example, go to C:\Program Files\ibm\cognos\c10_64\configuration\xqe .

Open dmr.properties in a text editor.

Ensure that the following options are set:

cacheResultSets=false

pushdownExtAggregatesToRelational=true

enablePushdownThroughCustomSet=true

pushdownTopBottomCountToRelational=true

pushdownTopPercentSumToRelational=true

Save and close the file.

Restart the IBM Cognos BI services.

Additionally, the following options might also provide performance benefits:

Increasing the Business Intelligence and data node computer hardware configuration, such as adding memory or CPUs. For example, increasing to 128 GB of RAM for the BI node computer.

Upgrading IBM Cognos Business Intelligence to the latest fix packs.

Tuning your database server to have the best query performance.

When you use Top Count against a large data set, you might want to create additional data marts that identify and preload the top N dimensions by the relevant measures. Schedule the loading process for off hours.

If you develop custom list reports and need to improve performance, use relational query subjects, rather than the dimensional model. For an example, see the Subscriber List report in the Telecommunications Customer Management with Mobile Service Insights industry accelerator.

Parent topic: Performance tuning for IBM Predictive Customer Intelligence

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This document applies to IBM Predictive Customer Intelligence Version 1.0.1 and may also apply to subsequent releases.

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Parent topic: Notices