Upgrade roadmap: Upgrade the remote and data services from a previous release

This upgrade roadmap lists the high-level steps that are required to update the remote and data service packages that are necessary for deploying remote document generation jobs on a server.

Planning tasks

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

Preupgrade tasks

Complete the required preupgrade tasks:

Tip: The Pre-upgrade checklist helps you track the completion of planning and preinstallation tasks.
  1. Review the installation requirements.
  2. If you are upgrading from 1.1.2.2 or earlier, 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:
Tip: The Post-upgrade checklist helps you track the completion of 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.
  2. If the shortcuts from the previous release did not get removed during the upgrade, delete them.
  3. Verify that the Reporting Data Services Adapters are deployed correctly.
  4. Update the roles for the remote services users.
  5. If necessary, configure the help content.
  6. 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.

Feedback