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Running the Fredhopper data upgrade tool

Regardless of the SmartTarget version from which you are upgrading, always run the Fredhopper data upgrade tool provided on the Experience Optimization installation media. After running the tool, perform a reindex.

Procedure

  1. Access your Fredhopper Access Server machine.
  2. Open a Windows command prompt and navigate to the Experience Optimization installation media folder Migration\.
  3. Back up the contents of the folder FREDHOME\data\instances\INDEXER\data\xml\processed\batch, where FREDHOME is the Fredhopper root directory, for example, D:/fredhopper.
  4. Upgrade the attribute identifiers of Schema fields by entering the following command:
    java -jar fredhopper_data_upgrade.jar FREDHOME/data/instances/INDEXER/data/xml/processed/batch

    where FREDHOME is the Fredhopper root directory, for example, D:/fredhopper.

    You can tweak the behavior of this tool by doing the following:
    • If you do not want the tool to overwrite your existing files, add -out FOLDER, where FOLDER is a path to an alternative output folder for the converted Fredhopper files. After the conversion, back up your existing files before replacing them with the converted ones. Without this command line switch, the tool converts and replaces the files in the input folder.
    • To make the tool write a log file, add -log. The log file is written to the same folder where the tool saves the files it converts.
    • To add more detailed logging in the console, add -verbose .
  5. Delete the contents of the folder FREDHOME\INDEXER\data\fas-xml\catalog01\
  6. Copy the converted contents in FREDHOME\data\instances\INDEXER\data\xml\processed\batch\ to FREDHOME\INDEXER\data\fas-xml\catalog01\.
  7. Run the following command to recreate the index:
    bin\reindex INDEXER
  8. Open the Business Manager.
  9. Go to the System Manager > Navigation page.
    The Navigation index page displays the following information in a table:
    ColumnDescription
    SearchA search box for searching on the attribute name.
    Navigation indexGreen (live) and red (non-live) dots indicating whether the field is included in the navigation index.
    Attribute display name Name of the attribute as displayed in the user interface.
    Attribute ML nameLocalized name of the attribute.
    BasetypeBasetype of the attribute.
    In use for facetThe attribute is being used as a facet.
    In use for promoThe attribute is being used in a promotion.
  10. Make attributes live by clicking a red dot next to an attribute to make it green.
  11. Click Apply to save changes.
  12. Close the Business Manager.
  13. Run the following command to recreate the index again:
    bin\reindex INDEXER
  14. Open the Business Manager.
  15. Go to Manage Navigation.

    The Manage facets screen shows a list of defined facets.

  16. Click the facet name of a facet that uses any of the attributes you just made live again. Because the identifiers of these attributes have changed, you must also update the facets that use them.
  17. Under Facet composition, select the attribute from the first dropdown.
  18. Under Select display conditions, select the attribute from the Attribute dropdown.
  19. Repeat steps 16-18 for any other facets that use any of the attributes you just made live again.
  20. Close the Business Manager.
  21. Run the following command to update the configured live servers with the current index and configuration:
    bin\fresh-index-to-live INDEXER