The following information should be considered or noted when upgrading Intelligent Capture for AP deployments. Read this information prior to upgrading your version of OnBase.
Server Machine Considerations
The following should be considered with regard to server machines:
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When upgrading to OnBase Foundation 23.1 from any previous version, you must first re-confirm any pre-existing Intelligent Capture for AP mappings in the Data Capture Configuration Tool before running the Data Capture Server Windows Service. This ensures that the database is appropriately updated for the current version of Intelligent Capture for AP processing.
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While multiple Data Capture Servers can operate in an Incremental Parallel Upgrade Process environment, the individual products using Intelligent Capture for AP features (e.g., Data Capture Server, Application Server, and Unity Client) must all be on the same version of OnBase.
General Deployment Considerations
The following should be considered with regard to a general deployment:
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This version of Intelligent Capture for AP has additional upgrade considerations when upgrading from one of the following earlier versions:
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Any pre-Foundation releases prior to 18 SP 2
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Foundation EP1
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Foundation EP2
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Foundation EP3, prior to Patch 16
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Foundation EP4
To prevent errors and loss of functionality when upgrading from any of these versions, you must ensure all instances of the Data Capture Configuration Tool and the Application Server are also upgraded to the new version.
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Beginning in OnBase 17, your Intelligent Capture for AP solution must maintain an Internet connection to connect to a Cloud Platform Engineering (CPE) server in order to report volume statistics to your solution provider.
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Beginning in OnBase 16, the Intelligent Capture for AP license is site-based, and the amount of volume being processed is recorded in the database. If you are upgrading from a version of OnBase prior to OnBase 16, you must remove the workstation registrations for any older versions of the license.
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When upgrading to OnBase Foundation 23.1 from any previous version, you must first export the Intelligent Capture for AP configuration settings and learned data from the Data Capture Configuration Tool.
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When importing Intelligent Capture for AP configuration settings and learned data into your system, it is considered a best practice to only import settings and data that were exported from either the current version of the Data Capture Configuration Tool or one service pack version prior. Intelligent Capture for AP configuration settings and learned data exported from two or more service pack versions prior to the current version may not be successfully imported into your system. For more information on exporting and importing Intelligent Capture for AP configuration settings and learned data between versions, contact your first line of support.
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If you are upgrading from a version of OnBase prior to OnBase 15 SP 1, you must create at least one ERP system record in the Data Capture Configuration Tool and assign all existing vendors to it.