Upgrade roadmap: Upgrade the remote services from a previous release

This upgrade roadmap lists the high-level steps that are required to update the remote packages that are necessary for deploying remote document generation jobs on a server. After you upgrade, you can also deploy the new web app, which allows you to build, generate, and view documents.

Planning tasks

  1. Review the Planning the installation information.
  2. Review the Upgrading and migrating.

Preupgrade tasks

Complete the required preupgrade tasks:

  1. Review the installation requirements.
  2. Download updated license keys.
  3. If you stored snippets or other files in your RPE_HOME\source\snippets directory or customized any source examples, copy them to a backup directory.
  4. If you are upgrading from 1.1.2.2 by installing the later version (recommended option), close any running Rational Publishing Engine applications and uninstall the previous version of Rational Publishing Engine.
  5. If you are upgrading from 1.1.2.2 or earlier and you are using Apache Tomcat, update your Java™ Runtime Environment.

Upgrade tasks

Complete one of the following upgrade tasks:

Postupgrade tasks

Complete the postupgrade tasks:

  1. Redeploy the remote applications on the server.
    • If you are upgrading from 1.1.2.2 or earlier, this step is required.
    • If you are upgrading from 1.2, this step is optional.
    Note: The RPE Remote Services feature contains both the 2.0.x web app and the 1.x remote services applications. If you deploy the web app, you might not need the remote services applications, unless you need to connect directly to the desktop applications.
    Important: After you upgrade to version 2.0.1 and redeploy the web app, you must log in to the web app, clear the web browser cache and then log in again. Otherwise you may be unable to successfully generate documents for any existing reports.
  2. If the shortcuts from the previous release did not get removed during the upgrade, delete them.
  3. Update the roles for the remote services users.
  4. If necessary, configure the help content.
  5. If you are upgrading from version 1.1.2.2 and earlier and you use Rational DOORS® as a data provider, update the data source schemas in the templates by using the schema discovery.

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