Upgrade roadmap: Upgrade the client applications from a previous release

This upgrade roadmap lists the high-level steps that are required to upgrade the client applications necessary for generating reports.

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. Ensure that you have the appropriate license.
  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.

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. If the shortcuts from the previous release did not get removed during the upgrade, delete them.
  2. 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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