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.

  • 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. 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: installDrive:\Program Files\Ricoh\ProcessDirector\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. Stop the RICOH ProcessDirector service.
    See Starting and stopping the RICOH ProcessDirector service for more information.
  6. 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.
  7. Follow the instructions in Preparing the primary computer for installation.
  8. 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.
  9. Double-click setup.exe. The installer starts.
  10. Select the appropriate language for the installer to use and click OK.
  11. Select to install the base product.
  12. 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.
  13. 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.
  14. Review and accept the license and maintenance agreements.
  15. 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.
  16. Choose whether to upgrade your version of PostgreSQL if a newer version exists on the installation DVD or ISO file.
      Note:
    • If you are changing from DB2 to PostgreSQL as your main database, you must select the option to upgrade the database during the installation process.
    • 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.
  17. Enter the password for the administrator user ID that you logged in with.
  18. Review the pre-installation summary and click Install to start installing.
  19. If a window appears with a warning about file security, you must click Run to continue the installation.
  20. Click Done to complete the installation.
  21. Choose the option to restart the computer and complete the installation process.
  22. If you installed from a DVD, eject the disc.
  23. If you see error messages, view the installation logs in the C:\Program Files\Ricoh\ProcessDirector/logs directory and contact Software Support.
  24. If you installed PostgreSQL and need to migrate your data to PostgreSQL, continue with: Migrating data from DB2 to PostgreSQL
  25. If you have not restarted the computer that RICOH ProcessDirector is installed on, restart it now.
  26. 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 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 webpage.
  27. 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