Upgrading on the same computer

If you are upgrading to a more recent version of RICOH ProcessDirector on the same computer, you need to meet certain requirements and take some preparatory steps.
    Important:
  • In version 3.14, RICOH ProcessDirector updated to include Java 21. Features included with the base product are compatible with Java 21. However, extended features developed for use with earlier product versions aren't compatible. Contact your representative for updated versions of your extended features before you start this procedure.

    If you aren't sure whether you have extended features, the procedure below includes steps to check your system.

You can upgrade on the same system if all these statements are true:

  • Your system meets all the prerequisites for this version.
    • The installer for newer versions of RICOH ProcessDirector enforces prerequisites more rigorously than earlier versions. If your operating system does not meet the minimum requirements, the installer cancels the installation. You do not need to uninstall RICOH ProcessDirector to install an operating system upgrade.
  • You have determined which database to use with RICOH ProcessDirector. Starting with version 3.12, PostgreSQL installed with RICOH ProcessDirector is the default database configuration. When upgrading to a more recent version you can continue to use DB2 with no interruptions or can choose to migrate your data to a PostgreSQL database.
  • You have the installation DVDs or ISO files provided by Ricoh.

    Follow these instructions as needed:

The installation process upgrades the base product and almost all the features that are currently installed. RICOH Transform features and extended features (custom software components) are not updated automatically. You install them separately after you install the upgrade.

If you use more than one of the RICOH Transform features, upgrade all the transform features before you install your new license key.

To upgrade to the current version of RICOH ProcessDirector on the same computer:

  1. Determine whether your system includes any custom or extended features and request updates.
    1. On your existing system, select the Administration tab and click Licenses.
    2. Compare the list of installed licenses with this list. Make note of any licenses that do not appear on this list.

      Packages included with the base product

      • Advanced Transform
      • AFP Editor
      • AFP Support
      • AI Connection
      • Archive
      • Automated Verification
      • Avanti Slingshot Connect
      • Common Properties
      • Custom Properties
      • Cut Sheet Support for Kodak
      • Cut Sheet Support for TASKalfa
      • Cut Sheet Support for Xerox
      • Deadline Tracker
      • Electronic Presentment
      • Enterprise Key
      • Feature Manager
      • FusionPro Connect
      • HTTPS Support
      • Information Center
      • InputAFP
      • InputImage
      • InputPCL
      • InputPDF
      • InputPS
      • Inserter
      • MarcomCentral Connect
      • Migration Assistant
      • Notes
      • Order Management
      • OutputAFP
      • OutputPCL
      • OutputPDF
      • OutputPS
      • PDF Document Support
      • PitStop Connect
      • Postal Enablement
      • Preference Management
      • Preprinted Forms Replacement
      • Product Update
      • Quadient Inserter Express
      • Quadient Inspire Connect (previously Designer)
      • Reports
      • Ricoh PDF Printer
      • RICOH Predictive Insight Connect (previously RICOH Supervisor Connect)
      • Security
      • Ultimate Impostrip Connect
      • Web Services Enablement
      • Whitespace Manager
      • Workflow Editor
      • WPM
    3. If all the packages on your system are listed above, continue with step .
    4. If you find any packages on your system that are not on the list above, contact Ricoh to request updated packages.
        Important:
      • Do not continue with this process until you receive the updated package from Ricoh. After you receive the package, continue with the next step.
  2. After you receive the updated packages for your extended features, upload them to your primary computer.
    1. On the primary computer, create this directory: /opt/infoprint/ippd/upgradeFeatures
    2. Copy the updated extended feature packages into that directory.
      When you install RICOH ProcessDirector, these features are updated automatically.
      Note:
    • If you skip this step and proceed with the install process without the updated packages, the install does succeed. However, RICOH ProcessDirector does not function correctly. In some cases, you cannot log in. In others, you can log in, but functions are missing from the user interface. As a result, we strongly recommend waiting until you receive the updated packages before you proceed with the update.
  3. Verify that your system meets the prerequisites.
    See Hardware requirements, Running the prerequisite checker , and Installing required software for more information.
  4. Before upgrading your system, back up your data.
    See Backing up data for more information.
      Note:
    • If you are migrating from DB2 to the PostgreSQL database, take a backup of your DB2 database to avoid the risk of data loss.
  5. If RICOH ProcessDirector is running with a DB2 database and you want to update your database, update it before or after you install RICOH ProcessDirector. See Upgrading the DB2 database for more information.
  6. Follow the instructions in Preparing the primary computer for installation.
  7. Start the install process.
    1. Log in as the root user.
        Important:
      • You must log in as a user with UID 0. If you must log in as a different user, you can use sudo su - or su - to become the root user. However, do not use sudo or the su command in any other way to become the root user.
    2. Open a command line and enter this command to make sure you are in the root directory:
      • cd /
  8. If you are installing from a DVD:
    1. Insert the base product DVD in the drive.
    2. To determine the name of the mount point, enter:
      • ls /media
      On some systems, the name of the mount point is the same as the name of the CD or DVD.
        Note:
      • If you are using a Red Hat or Rocky Linux system, the drive might mount automatically. However, drives that are mounted automatically on those systems are set up so that you cannot run programs from the media. You must unmount the drive and mount it again with the exec option before you can continue. You can use this command:

        mount -t iso9660 -o remount, exec <mount_point>

        You must remount the drive for every CD or DVD that you insert.

    3. Mount the drive, if necessary. Enter:
      • mount /media/mount_point
    4. Change directories so you can see the contents of the DVD. Enter these commands:
      • cd /media/mount_point
      • ls
      You see several scripts and directories, including a script called setup.
  9. If you are installing from an ISO file:
    1. Follow the instructions in Mounting an ISO file.
    2. Change directories so you see the contents of the ISO file.
      You see several scripts and directories, including a script called setup.
  10. To start the installer, enter: ./setup

    The installer starts and displays the Introduction screen. Select the appropriate language for the installer to use and then click OK.

      Note:
    • If the computer's operating system is a supported Red Hat-derived operating system and its language is Japanese, Simplified Chinese, or Traditional Chinese, choose English on the dropdown language menu. Japanese, Simplified Chinese, and Traditional Chinese characters do not display properly during a Red Hat installation of RICOH ProcessDirector.
  11. Follow the instructions in the installer.

    The installer verifies many of the prerequisites for the system. If it finds any problems, it lists them for you. You cannot proceed until you correct them. After you fix the issues, verify the prerequisites again by returning to the Prerequisite Verification window. Click Previous in the installer or type back in console mode, then continue with the installer.

      Important:
    • After you verify all the prerequisites, click Cancel to change a previous entry and begin the installation process again. Clicking the Previous button sometimes causes problems.

  12. Review and accept the license and maintenance agreements.
  13. Choose the database configuration that you want to use. If you currently use PostgreSQL as your main database, continue with step .
    If you choose to change databases, such as moving from DB2 to PostgreSQL, the installer installs the new database, but the contents are migrated later.
      Note:
    • If you choose to change databases, the installer checks for prerequisites. If any prerequisites are missing, follow the instructions in the installation program.
  14. Choose whether to upgrade your version of PostgreSQL if a newer version exists on the installation DVD or ISO file.
      Note:
    • To upgrade your PostgreSQL database after you install RICOH ProcessDirector, you can run the upgrade script separately. To run the upgrade script after the installation, see Upgrading the PostgreSQL database.
  15. Review the pre-installation summary and click Install to start installing.
  16. Click Done to complete the installation.
  17. On the command line, type this command to return to the root directory:
    • cd /
  18. If you installed from a DVD, eject the disc.
  19. If you see error messages, view the installation logs in the /opt/infoprint/ippd/logs/installer directory and contact Software Support.
  20. Reboot the system.
  21. If you installed PostgreSQL and need to migrate your data to PostgreSQL, continue with: Migrating data from DB2 to PostgreSQL
  22. If you have not restarted the computer that RICOH ProcessDirector is installed on, restart it now.
  23. When the computer restarts, RICOH ProcessDirector should start automatically. Use your browser to log in to the user interface. If an error occurs during the installation, contact Ricoh Software Support.
      Note:
    • Use the About box to verify that the product version was updated.
    • Use the Feature Manager to verify that all of your previously installed features were updated to new levels.

      Open Feature Manager by clicking Administration ⇒ Utilities ⇒ Features. If you see an error message, you must start Feature Manager manually:

      1. Log in to the primary computer as the RICOH ProcessDirector system user (aiw1 is the default).
      2. Open a command prompt and type: startaiw -f
      3. To complete the process, clear your browser cache.

        Information that is stored in the browser cache can cause errors when you try to use the newer level. Clearing the cache prevents those errors.

      4. Reload the Feature Manager webpage.
  24. Continue with Completing the upgrade process to finalize the upgrading process.
    Important:
  • RICOH ProcessDirector and all features install in trial mode. After you upgrade, download and install license keys. If the trial period expires before you install license keys, the software stops working. See Downloading and installing license keys for more information.
Parent topic: Upgrading