Upgrading from a previous release

IBM® Rational® Publishing Engine uses IBM Installation Manager to upgrade Rational Publishing Engine. When your role is a data administrator, document designer, or document generator, you can complete this task to upgrade Rational Publishing Engine on your local computer.

Procedure

  1. Close all open applications.
  2. On a local server, extract the Rational Publishing Engine update package to a directory that you can use as the update repository.
  3. On each computer with Rational Publishing Engine installed, start Installation Manager. Click Start > All Programs > IBM Installation Manager > IBM Installation Manager.
  4. In Installation Manager, click File > Preferences > Add Repository.
  5. Enter the path to the local update repository and click OK. Click OK to close the Preferences window.
  6. Click Update. The Installation Manager checks for updates. Rational Publishing Engine 1.2.1 requires Installation Manager version 1.6.3.1 or later.

    The appropriate Installation Manager version is included with each version of the Rational Publishing Engine installation files. You do not have to download the required version separately.

  7. Click Yes at the prompt to update Installation Manager. If your Installation Manager is current, go to step 9.
  8. When the update completes, click OK to restart Installation Manager.
  9. Click Update.
  10. On the Update Packages page, select the package group Rational Publishing Engine and click Next.
  11. Select the release and click Next.
  12. Select I accept the terms in the license agreement and click Next.
  13. Select the features to install and click Next. The features you installed previously are already selected for you, but you can choose to install additional features.
    • Document Studio: This application is used to create templates. On this server, if you do not plan on designing templates, you do not need to install this feature.
    • Launcher: This application is used to create document specifications. You must install this feature on the server.
    • Install Addins: If you use IBM Rational DOORS® or IBM Rational Tau, you can start the publishing processes directly from your tool. On this server, if you do not plan on generating documents from Rational DOORS or Rational Tau clients, you do not need to install this feature.
    • Remote components:
      • RPE Remote Services: Includes the Remote document generation component, Monitor & Control component, Central Management, and Report scheduling component features. To reallocate the publishing jobs to the server or store assets in a Central Management component, you must install the Remote services application.
      • Reporting Data Services: Includes adapters to connect to data sources that use a REST interface. Select only the adapter you must use to connect to that specific data source.
  14. Optional: In the RPE Remote Services tab, you can enter the URL for the Remote Services application, if you know what the URL will be after the Remote Services application is deployed. By entering the URL now, you are configuring the clients that are being installed on the server. The Remote Services application still must be deployed and configured. Example: http://<server>:<port>/rpews/. Click Next.
  15. Review the summary information. To change a selection, click Back to return to your selections.
  16. To begin the upgrade, click Update. When the upgrade is finished, click Finish to close the Update Packages windows.
  17. Close Installation Manager.

What to do next

Complete the tasks in the Post-upgrade checklist.
Some selections you made during the installation are stored in installRegistry.xml, which was created by Installation Manager and stored in your application data directory. These selections include the configurations for the help system and common licensing. If the installRegistry.xml was corrupted or moved, the Update wizard cannot access the information you previously entered.
If you need to change any of this information, complete the update and complete the following applicable steps:

For more information about the installRegistry.xml, see the Agent data location topic in the Installation Manager information center.


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