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:
  • You have Version 3.7 or higher of RICOH ProcessDirector installed.
  • Your system meets all the prerequisites for this version.
      Important:
    • 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.
    • Before upgrading, determine the database to use for running 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 RICOH Transform features, upgrade all the transform features before you install your new license key.

  • For information about installing RICOH Transform features, see Installing RICOH Transform features.
  • For more information about installing extended features, contact your Ricoh support representative.

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

  1. Verify that your system meets the prerequisites.
    See Hardware requirements, Running the prerequisite checker, and Installing required software for more information.
  2. 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.
  3. Stop the RICOH ProcessDirector service.
    See Starting and stopping the RICOH ProcessDirector service for more information.
  4. 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.
  5. Follow the instructions in Preparing the primary computer for installation.
  6. Start the install process.
    1. Log in using the administrator account that was created for RICOH ProcessDirector to run under when you prepared the Windows system. This account should not be attached to a specific person.
    2. Insert the base product DVD or double-click the ISO file.
      • If you use a DVD and the autorun feature of Windows is enabled, the installer starts automatically. If the installer does not start, open Windows Explorer and go to the DVD drive.
  7. Double-click setup.exe. The installer starts.
  8. Select the appropriate language for the installer to use and click OK.
  9. Select to install the base product.
  10. After installing the base product, another installer starts and displays the Introduction window. Follow the instructions in the installer, clicking Next on each window after you fill in required information.
  11. The installer verifies many of the prerequisites for the system. If it finds any problems, it lists them for you. Click Cancel to close the installer and fix the problems, then start the installer again.
  12. Review and accept the license and maintenance agreements.
  13. Choose the database configuration that you want to use.
    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. Enter the password for the administrator user ID that you logged in with.
  15. Review the pre-installation summary and click Install to start installing.
  16. If a window appears with a warning about file security, you must click Run to continue the installation.
  17. Click Done to complete the installation.
  18. Choose the option to restart the computer and complete the installation process.
  19. If you installed from a DVD, eject the disc.
  20. If you see error messages, view the installation logs in the C:\Program Files\Ricoh\ProcessDirector/logs directory and contact Software Support.
  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 Manger manually:

      1. Log in to the primary computer using the RICOH ProcessDirector administrator account.
      2. Click the Windows Start button, type services to search for the Services App, and click the Services App.
      3. Right-click the Feature Manager Service and select Restart.
      4. 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.

      5. Reload the Feature Manager web page.
  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