Completing the upgrade process

After you upgrade RICOH ProcessDirector, you must do a few more steps to make the transition easier.
If you upgraded on the same computer, the upgrade process converts your objects to versions that are compatible with the new RICOH ProcessDirector version. All your existing users and groups exist, so your users can log in using the same names and they have the same authority levels. When you log in, you see all of your printers, input devices, and other objects.

If you upgraded on a different computer, you should be able to log in and see all the objects that you imported. However, there are still some manual steps required to finish the migration process.

To complete the upgrade process:

  1. If you upgraded to a different computer with Migration Assistant, take these actions:
    1. Re-enable any antivirus and security software that were disabled during the migration process.
    2. The Migration Assistant cannot import TLS configuration information; you must configure it on the new system again.

      For more information, see Secure Sockets Layer and Transport Layer Security support.

    3. If you migrated your primary server from one operating system to another (especially from Windows to Linux or vice-versa), check and update all paths used in your workflow steps.

      Make sure all directory paths are updated to the directory structure of the new system. If you are migrating from RICOH ProcessDirector AIX to Linux or Windows, this step is essential.

    4. Review the log for any errors, including objects that failed to import.
      Objects the use Private key credentials fail to import because the credentials do not exist. Recreate your private key credentials on the target system, then create those objects manually.
    5. Restore any configuration or resource files that were not migrated by the Migration Assistant to the correct locations, so your jobs can find them.

      If you stored any of these files outside of C:\aiw\aiw1, you must move them manually.

    6. Recreate the visual mechanisms used to help distinguish one RICOH ProcessDirector from another. Use the System identification settings on the System Settings page to set a background color or configure a tab in the banner.
    7. If you created a custom portlet on a RICOH ProcessDirector system prior to version 3.10.2, you cannot import it to a system with RICOH ProcessDirector version 3.12 or later. Create the custom portlet again on the source system.
    8. If you use the RICOH Supervisor Connect feature, the Migration Assistant copied some settings, but cannot complete the connection process.

      Refer to the procedure Setting up to send data to RICOH Supervisor to connect to RICOH Supervisor.

    9. If you use custom document properties that were created in RICOH ProcessDirector prior to version 3.11.2, choose one of these options:
      • Copy C:\aiw\aiw1\config\docCustomDefinitions.xml to the target system and run the docCustom utility to activate the properties.
      • Manually migrate the document properties. On the target system, recreate your existing properties using the Custom properties page. See Creating and activating custom properties for details.
        Note:
      • Custom document properties created in RICOH ProcessDirector 3.11.2 or later using the Custom properties page migrate just like other objects. No additional configuration is required.
    10. If you use the Reports feature, verify that your Reports database is configured correctly and connected.
      If you migrated data from your old Reports database to a new one, only data for data collectors that were enabled on the source system was imported. To collect data on the target system after the migration process, enable data collectors on the target system.
    11. Before putting the new system into production, set the value for Smallest job number in Administration ⇒ Settings ⇒ System to synchronize your job numbering.
  2. Before they log in for the first time, tell your users to clear their browser cache.

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

Parent topic: Upgrading